Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 84 |
Citadel Advisors | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 77 |
Cutler Group LLC / CA | 10 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 45 |
WOLVERINE TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 44 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.00% | 0.36% | 1.28% | Q2 2013 | Q3 2023 | 42 |
FOUNDATION RESOURCE MANAGEMENT INC | 42 | 42 | 0.01% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 42 |
MCDANIEL TERRY & CO | 42 | 42 | 0.19% | 1.04% | 3.08% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Mraz, Amerine & Associates, Inc. | 42 | 42 | 0.11% | 0.42% | 0.97% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 37 | 37 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 37 |
BANK OF MONTREAL /CAN/ | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
US BANCORP \DE\ | 29 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 36 |
FIRST MANHATTAN CO. LLC. | 32 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 35 |
Cordasco Financial Network | 35 | 35 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2022 | 35 |
WHITTIER TRUST CO | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
First Eagle Investment Management, LLC | 34 | 34 | 0.02% | 0.11% | 0.27% | Q2 2013 | Q3 2021 | 34 |
UBS Group AG | 25 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 32 | 32 | 0.01% | 0.08% | 0.25% | Q4 2013 | Q3 2021 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.07% | 0.19% | 0.43% | Q1 2016 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 20 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 31 |
Sigma Planning Corp | 18 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 30 |
CITIGROUP INC | 28 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 29 |
BESSEMER GROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
CIBC WORLD MARKET INC. | 17 | 12 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 29 |
PRICE MICHAEL F | 28 | 28 | 0.03% | 0.07% | 0.11% | Q2 2015 | Q1 2022 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 28 |
TWO SIGMA ADVISERS, LP | 20 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 27 |
ROYCE & ASSOCIATES LP | 23 | 3 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2020 | 26 |
PEAK6 Group LLC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q2 2018 | 25 |
TCI Wealth Advisors, Inc. | 16 | 9 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2019 | 25 |
RAYMOND JAMES & ASSOCIATES | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 24 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q2 2020 | 25 |
DEUTSCHE BANK AG\ | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2020 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 25 |
PALISADE CAPITAL MANAGEMENT, LP | 24 | 24 | 0.01% | 0.05% | 0.16% | Q4 2012 | Q3 2018 | 24 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
CULLEN/FROST BANKERS, INC. | 19 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 23 |
LPL Financial LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2018 | 22 |
U S GLOBAL INVESTORS INC | 10 | 1 | 0.00% | 0.06% | 0.74% | Q2 2013 | Q2 2020 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 22 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 22 |
Heritage Trust Co | 13 | 8 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 21 |
Capital Investment Advisors, LLC | 15 | 6 | 0.00% | 0.05% | 0.21% | Q4 2013 | Q4 2023 | 21 |
Plante Moran Financial Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Baldwin Investment Management, LLC | 14 | 6 | 0.03% | 0.14% | 0.28% | Q2 2013 | Q2 2018 | 20 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
America First Investment Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
TWO SIGMA INVESTMENTS, LP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 20 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 19 |
Financial Management Professionals, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2021 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Diligent Investors, LLC | 18 | 18 | 0.04% | 0.13% | 0.39% | Q4 2014 | Q1 2019 | 18 |
GLENMEDE TRUST CO NA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
P.R. Herzig & Co. Inc. | 18 | 18 | 0.16% | 1.85% | 3.84% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 18 |
KARPAS STRATEGIES, LLC | 17 | 17 | 0.04% | 0.08% | 0.13% | Q2 2015 | Q2 2019 | 17 |
Delta Investment Management, LLC | 17 | 17 | 0.06% | 0.12% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Crosspoint Capital Strategies, LLC | 8 | 8 | 0.03% | 0.20% | 0.58% | Q4 2013 | Q4 2017 | 16 |
Geneos Wealth Management Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 16 |
INGALLS & SNYDER LLC | 15 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 16 |
FCM INVESTMENTS/TX | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
AMG National Trust Bank | 16 | 16 | 0.01% | 0.08% | 0.32% | Q2 2013 | Q1 2017 | 16 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 15 |
Kovack Advisors, Inc. | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 15 |
Roundview Capital LLC | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Baird Financial Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2018 | 15 |
D.A. DAVIDSON & CO. | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 15 |
BARD ASSOCIATES INC | 14 | 14 | 0.18% | 0.50% | 0.80% | Q2 2013 | Q3 2016 | 14 |
Evercore Wealth Management, LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 14 |
ClearBridge Investments | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
AMERIPRISE FINANCIAL INC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Hudock, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 13 |
MYCIO WEALTH PARTNERS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Parallax Volatility Advisers, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 12 |
Sheaff Brock Investment Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 12 |
MOTCO | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
K2 PRINCIPAL FUND, L.P. | 8 | 8 | 0.02% | 0.97% | 4.15% | Q4 2021 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
CWA Asset Management Group, LLC | 6 | 1 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q4 2022 | 12 |
American Portfolios Advisors | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 11 |
Broderick Brian C | 11 | 11 | 0.07% | 0.14% | 0.19% | Q4 2012 | Q2 2015 | 11 |
Aperio Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 11 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 11 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
Shamrock Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 11 |
VAN DEN BERG MANAGEMENT I, INC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q1 2023 | 11 |
CENTRAL BANK & TRUST CO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2017 | 10 |
TRUST CO OF VERMONT | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
BARCLAYS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
WOODSTOCK CORP | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 10 |
LAZARD ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ROTHSCHILD INVESTMENT LLC /IL | 10 | 10 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2015 | 10 |
Onex Canada Asset Management Inc. | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Capital Analysts, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
WELCH & FORBES LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 9 |
ALPS ADVISORS INC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
Royal Fund Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
NEXT Financial Group, Inc | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2016 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 8 | 8 | 0.07% | 0.37% | 0.52% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
PRW Wealth Management LLC | 8 | 8 | 0.06% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
One Capital Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
SeaCrest Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 8 |
PROSPECTOR PARTNERS LLC | 8 | 8 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q1 2015 | 8 |
BlackRock Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 8 |
Veritable, L.P. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q3 2014 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2019 | 8 |
Meixler Investment Management, Ltd. | 8 | 8 | 0.17% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2022 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 7 | 0.07% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
BAXTER BROS INC | 7 | 7 | 0.06% | 0.13% | 0.19% | Q2 2013 | Q4 2014 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Financial Architects, Inc | 5 | 2 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2015 | 7 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 7 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2020 | 7 |
THOMPSON SIEGEL & WALMSLEY LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.06% | 0.08% | Q3 2013 | Q1 2018 | 7 |
Parallel Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
STATE STREET CORP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 7 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 7 |
NatWest Group plc | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 7 |
State of Wyoming | 7 | 7 | 0.03% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
QCI ASSET MANAGEMENT INC/NY | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Dorsey Wright & Associates | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 6 |
Cetera Advisor Networks LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 6 |
CIBC Private Wealth Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Qube Research & Technologies Ltd | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2017 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2017 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
PRENTISS SMITH & CO INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2015 | 6 |
Penbrook Management LLC | 6 | 6 | 0.30% | 0.42% | 0.49% | Q4 2013 | Q1 2015 | 6 |
STUYVESANT CAPITAL MANAGEMENT | 6 | 6 | 0.14% | 0.19% | 0.24% | Q3 2017 | Q4 2018 | 6 |
STANSBERRY ASSET MANAGEMENT, LLC | 6 | 6 | 0.05% | 0.07% | 0.11% | Q4 2017 | Q1 2019 | 6 |
Segment Wealth Management, LLC | 6 | 6 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q3 2014 | 6 |
WILLIAMS JONES & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q2 2015 | 6 |
Price Jennifer C. | 6 | 6 | 0.15% | 0.24% | 0.34% | Q2 2022 | Q3 2023 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Jefferies Group LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2022 | 6 |
Seamans Capital Management, LLC | 6 | 6 | 0.05% | 1.03% | 3.05% | Q2 2014 | Q3 2015 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Oxbow Advisors, LLC | 6 | 6 | 0.91% | 1.00% | 1.08% | Q2 2013 | Q3 2014 | 6 |
Cullen Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Silicon Hills Wealth Management, LLC | 3 | 1 | 0.00% | 0.07% | 0.17% | Q4 2019 | Q2 2023 | 5 |
Beck Bode, LLC | 5 | 5 | 0.50% | 0.63% | 0.78% | Q3 2022 | Q3 2023 | 5 |
CLEAR STREET MARKETS LLC | 5 | 5 | 0.00% | 0.04% | 0.12% | Q1 2022 | Q1 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
McAdams Wright Ragen, Inc. | 4 | 1 | 0.27% | 0.34% | 0.40% | Q2 2013 | Q3 2014 | 5 |
Quadrature Capital Ltd | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Syntal Capital Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2015 | 5 |
Madden Advisory Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Cambrian Capital Limited Partnership | 5 | 5 | 0.41% | 0.62% | 0.76% | Q3 2017 | Q3 2018 | 5 |
Anchor Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
PSI Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Barrett Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Perennial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Gotham Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Hawkins Capital L.P. | 5 | 5 | 0.09% | 0.12% | 0.16% | Q3 2016 | Q3 2017 | 5 |
Summit Asset Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q2 2019 | 5 |
DELTA ASSET MANAGEMENT LLC/TN | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
LUCAS CAPITAL MANAGEMENT | 3 | 2 | 0.10% | 0.23% | 0.33% | Q1 2013 | Q2 2017 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 5 |
Essex Financial Services, Inc. | 4 | 1 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 5 |
Koshinski Asset Management, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Schonfeld Strategic Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
QUADRANT CAPITAL GROUP LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Rock Point Advisors, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q2 2013 | Q1 2014 | 4 |
M&T BANK CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
GOFF JOHN C | 4 | 4 | 0.22% | 0.29% | 0.37% | Q4 2021 | Q3 2022 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Bramshill Investments, LLC | 4 | 4 | 0.10% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lebenthal Holdings,LLC | 4 | 4 | 0.15% | 0.87% | 2.01% | Q4 2014 | Q3 2015 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Estabrook Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Cannell Capital | 4 | 4 | 0.12% | 0.14% | 0.16% | Q3 2013 | Q2 2014 | 4 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 4 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 4 |
Russell Investments Group, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Lesa Sroufe & Co | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2022 | 3 |
Watermark Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.83% | 1.59% | 1.98% | Q1 2017 | Q3 2017 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q3 2013 | 3 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2017 | 3 |
NWAM LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2013 | Q3 2013 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2013 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q2 2018 | 3 |
Rockefeller Capital Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
McGowan Group Asset Management, Inc. | 3 | 3 | 0.10% | 0.11% | 0.13% | Q4 2017 | Q2 2018 | 3 |
PFG Investments, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Geduld E E | 3 | 3 | 0.06% | 0.13% | 0.24% | Q2 2016 | Q4 2016 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
SEARLE & CO. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Savitr Capital, LLC | 3 | 3 | 2.13% | 2.77% | 4.05% | Q4 2013 | Q2 2014 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q2 2017 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Quantamental Technologies LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2014 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q1 2015 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.00% | 0.33% | 0.97% | Q2 2013 | Q4 2013 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Magnetar Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Omnia Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q4 2014 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Marshall Wace North America L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Adalta Capital Management LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q1 2017 | Q2 2017 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q1 2011 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
S.A. Mason LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 2 |
A.R.T. Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2018 | Q3 2018 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2017 | Q2 2017 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Yarbrough Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Ashfield Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Jenkins Wealth | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q2 2023 | Q2 2023 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
XTX Topco Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own SAN JUAN BASIN RTY TR or have owned SAN JUAN BASIN RTY TR in the past.