Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 112 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 92 |
Citadel Advisors | 30 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 78 |
Cutler Group LLC / CA | 12 | 3 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q4 2022 | 59 |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 49 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 46 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.09% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Arrow Investment Advisors, LLC | 42 | 42 | 0.11% | 0.18% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PEAK6 Group LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 37 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Walleye Trading LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
HighTower Advisors, LLC | 37 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
BLAIR WILLIAM & CO/IL | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
BANK OF MONTREAL /CAN/ | 38 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Energy Income Partners, LLC | 24 | 16 | 0.09% | 0.61% | 2.09% | Q2 2013 | Q3 2023 | 40 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Plante Moran Financial Advisors, LLC | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
CITIGROUP INC | 33 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 37 |
WOLVERINE TRADING, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 37 |
CREDIT SUISSE AG/ | 34 | 2 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2022 | 37 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
BOWEN HANES & CO INC | 27 | 9 | 0.18% | 0.42% | 0.81% | Q2 2013 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Cordasco Financial Network | 35 | 35 | 0.01% | 0.05% | 0.20% | Q4 2013 | Q2 2022 | 35 |
GUGGENHEIM CAPITAL LLC | 34 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 35 |
Edge Wealth Management LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Private Advisor Group, LLC | 28 | 6 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 34 |
NOVARE CAPITAL MANAGEMENT LLC | 34 | 34 | 0.11% | 0.47% | 0.98% | Q2 2013 | Q3 2021 | 34 |
AMERIPRISE FINANCIAL INC | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 33 |
KEYBANK NATIONAL ASSOCIATION/OH | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2020 | 32 |
HM PAYSON & CO | 19 | 13 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 32 |
FEDERATED HERMES, INC. | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 32 |
Focused Wealth Management, Inc | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2023 | 31 |
ALBERT D MASON INC | 22 | 8 | 0.15% | 0.56% | 1.51% | Q2 2013 | Q4 2020 | 30 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 30 |
Tradewinds Capital Management, LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2022 | 30 |
Geneos Wealth Management Inc. | 26 | 4 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 30 |
COMMERCE BANK | 29 | 29 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q1 2020 | 29 |
KING LUTHER CAPITAL MANAGEMENT CORP | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2020 | 29 |
Bank of New York Mellon Corp | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
SFE Investment Counsel | 29 | 29 | 0.08% | 0.39% | 0.75% | Q2 2013 | Q2 2020 | 29 |
DEUTSCHE BANK AG\ | 26 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 28 |
Spot Trading L.L.C | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 28 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q1 2020 | 28 |
D.A. DAVIDSON & CO. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Mariner, LLC | 26 | 1 | 0.00% | 0.14% | 1.60% | Q2 2013 | Q3 2023 | 27 |
TRUST CO OF VERMONT | 25 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2020 | 27 |
Hudock, Inc. | 27 | 27 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 27 |
M&T BANK CORP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
GLENMEDE TRUST CO NA | 17 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2020 | 26 |
CIBC Private Wealth Group, LLC | 24 | 1 | 0.01% | 0.08% | 0.22% | Q1 2014 | Q2 2021 | 26 |
AlphaMark Advisors, LLC | 21 | 5 | 0.00% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 26 |
Lee Financial Co | 25 | 25 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2022 | 25 |
Texas Yale Capital Corp. | 25 | 25 | 0.03% | 0.30% | 0.54% | Q2 2013 | Q2 2019 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.01% | 0.11% | 0.20% | Q1 2013 | Q1 2019 | 25 |
BESSEMER GROUP INC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 25 |
NORTHERN TRUST CORP | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
PEAK6 Investments LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Sigma Planning Corp | 23 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 24 |
Endurance Wealth Management, Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2022 | 24 |
Legacy Financial Strategies, LLC | 24 | 24 | 0.10% | 0.27% | 0.50% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 16 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Financial Architects, Inc | 18 | 2 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2020 | 23 |
PEOPLES FINANCIAL SERVICES CORP. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2019 | 23 |
FIFTH THIRD BANCORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 23 |
Invesco Ltd. | 18 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 22 |
COHEN & STEERS, INC. | 19 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2019 | 22 |
Renaissance Technologies | 13 | 9 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2019 | 22 |
CULLEN/FROST BANKERS, INC. | 19 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 22 |
Evercore Wealth Management, LLC | 19 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 22 |
Estabrook Capital Management | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
BB&T SECURITIES, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 22 |
SEI INVESTMENTS CO | 11 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 21 |
Rafferty Asset Management, LLC | 20 | 1 | 0.02% | 0.08% | 0.26% | Q1 2015 | Q3 2020 | 21 |
Avior Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2020 | 21 |
Corbenic Partners LLC | 11 | 1 | 0.02% | 0.14% | 0.26% | Q1 2015 | Q2 2022 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
Camarda Financial Advisors, LLC | 20 | 1 | 0.06% | 0.15% | 0.27% | Q2 2013 | Q3 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Cowen Prime Services LLC | 20 | 20 | 0.03% | 0.07% | 0.21% | Q3 2016 | Q2 2021 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 20 |
Advocacy Wealth Management Services, LLC | 17 | 1 | 0.00% | 0.16% | 0.98% | Q2 2013 | Q1 2022 | 20 |
Global X Management CO LLC | 12 | 8 | 0.00% | 0.16% | 0.43% | Q2 2013 | Q2 2018 | 20 |
Archer Investment Corp | 20 | 20 | 0.04% | 0.09% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 20 |
Sound Income Strategies, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Mirae Asset Global Investments Co., Ltd. | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
VAN ECK ASSOCIATES CORP | 15 | 4 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 19 |
SIMPLEX TRADING, LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2022 | 19 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.06% | 0.13% | Q3 2014 | Q1 2020 | 19 |
AdvisorNet Financial, Inc | 13 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 19 |
Kistler-Tiffany Companies, LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2017 | 18 |
Sumitomo Mitsui Trust Holdings, Inc. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 18 |
Princeton Global Asset Management LLC | 18 | 18 | 0.02% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 18 |
ALLIANCEBERNSTEIN L.P. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 18 |
OPPENHEIMER & CO INC | 10 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 18 |
REGIONS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 18 |
BNP PARIBAS FINANCIAL MARKETS | 10 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
SYNOVUS FINANCIAL CORP | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 18 |
CAPTRUST FINANCIAL ADVISORS | 11 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 18 |
Vantage Investment Advisors, LLC | 17 | 17 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q4 2017 | 17 |
SALEM INVESTMENT COUNSELORS INC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 17 |
ARROW FINANCIAL CORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
COWEN INC. | 9 | 4 | 0.00% | 0.05% | 0.11% | Q1 2013 | Q4 2017 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q3 2017 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 17 |
Cetera Advisor Networks LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 17 |
GROUP ONE TRADING, L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2022 | 17 |
Hartford Financial Management Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2021 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 17 |
Jacobus Wealth Management, Inc. | 16 | 16 | 0.05% | 0.08% | 0.12% | Q4 2013 | Q3 2017 | 16 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 16 | 16 | 0.05% | 0.12% | 0.21% | Q2 2013 | Q1 2017 | 16 |
Carroll Financial Associates, Inc. | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 16 |
First Eagle Investment Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2017 | 16 |
HITE Hedge Asset Management LLC | 12 | 1 | 0.09% | 2.51% | 8.09% | Q2 2013 | Q1 2020 | 16 |
Selective Wealth Management, Inc. | 15 | 1 | 0.01% | 0.54% | 5.97% | Q3 2018 | Q3 2022 | 16 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
METROPOLITAN LIFE INSURANCE CO/NY | 9 | 7 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q2 2017 | 16 |
Chicago Partners Investment Group LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 16 |
MCF Advisors LLC | 16 | 16 | 0.00% | 0.03% | 0.08% | Q4 2011 | Q3 2015 | 16 |
ATWOOD & PALMER INC | 11 | 1 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q4 2018 | 16 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 16 | 16 | 0.14% | 0.22% | 0.33% | Q2 2013 | Q1 2017 | 16 |
Ironwood Financial, llc | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2019 | 16 |
STATE STREET CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Grace Capital | 15 | 15 | 0.14% | 1.49% | 2.72% | Q2 2013 | Q4 2016 | 15 |
BARINGS LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2018 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
KELLEHER FINANCIAL ADVISORS | 15 | 15 | 0.83% | 1.62% | 2.28% | Q2 2013 | Q4 2016 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 15 |
LEVIN CAPITAL STRATEGIES, L.P. | 15 | 15 | 0.26% | 0.50% | 0.96% | Q1 2020 | Q3 2023 | 15 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 15 |
Parallax Volatility Advisers, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
NATIXIS | 9 | 2 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.06% | 0.13% | 0.17% | Q2 2013 | Q4 2016 | 15 |
Center for Financial Planning, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
MILLER HOWARD INVESTMENTS INC /NY | 14 | 14 | 0.08% | 0.12% | 0.30% | Q1 2017 | Q2 2020 | 14 |
HIGHLAND CAPITAL MANAGEMENT LP | 14 | 14 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q2 2019 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
WOODMONT INVESTMENT COUNSEL LLC | 13 | 13 | 0.01% | 0.37% | 0.52% | Q1 2014 | Q1 2017 | 14 |
NICHOLS & PRATT ADVISERS LLP /MA | 10 | 4 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2016 | 14 |
SMITH CHAS P & ASSOCIATES PA CPAS | 14 | 14 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q3 2016 | 14 |
Bogart Wealth, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q1 2019 | 14 |
WADDELL & REED FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Joel Isaacson & Co., LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2012 | Q3 2016 | 14 |
Bruderman Asset Management, LLC | 8 | 1 | 0.03% | 0.04% | 0.07% | Q1 2015 | Q1 2019 | 14 |
BDO Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 14 |
ING GROEP NV | 4 | 1 | 0.01% | 0.05% | 0.22% | Q3 2014 | Q1 2023 | 14 |
PINNACLE FINANCIAL PARTNERS INC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2020 | 14 |
Anchor Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2019 | 13 |
CENTRAL TRUST Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.00% | 0.14% | 0.21% | Q2 2013 | Q2 2016 | 13 |
BOKF, NA | 10 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 13 |
Raab & Moskowitz Asset Management LLC | 13 | 13 | 0.20% | 0.39% | 0.92% | Q4 2013 | Q4 2016 | 13 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 7 | 6 | 0.10% | 0.50% | 0.73% | Q2 2013 | Q3 2017 | 13 |
FineMark National Bank & Trust | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2016 | 13 |
WILLIAMS JONES & ASSOCIATES LLC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 13 |
HOWE & RUSLING INC | 12 | 1 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q3 2022 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13 | 13 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2020 | 13 |
Highlander Capital Management, LLC | 6 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 13 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Private Portfolio Partners LLC | 12 | 12 | 0.08% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
SeaCrest Wealth Management, LLC | 9 | 3 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q4 2022 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.08% | 0.13% | 0.17% | Q4 2012 | Q3 2015 | 12 |
INVESTMENT CENTERS OF AMERICA INC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q2 2014 | Q1 2017 | 12 |
WFG Advisors, LP | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Maryland Capital Management | 12 | 12 | 0.05% | 0.15% | 0.21% | Q2 2013 | Q1 2016 | 12 |
Private Capital Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
Abrams Capital Management | 12 | 12 | 0.37% | 1.59% | 2.38% | Q2 2017 | Q1 2020 | 12 |
Brinker Capital Investments, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 12 |
Independent Advisor Alliance | 12 | 12 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2021 | 12 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 11 |
AGRAN LIBBIE | 10 | 1 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2016 | 11 |
MBM Wealth Consultants, LLC | 11 | 11 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q1 2023 | 11 |
Certified Advisory Corp | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
EMERSON INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q1 2016 | 11 |
Aristides Capital LLC | 11 | 11 | 0.28% | 0.58% | 0.88% | Q1 2021 | Q3 2023 | 11 |
MUFG Americas Holdings Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q1 2015 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11 | 11 | 0.04% | 0.10% | 0.17% | Q3 2014 | Q1 2017 | 11 |
WealthTrust-Arizona, LLC | 11 | 11 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q4 2015 | 11 |
CITY NATIONAL BANK | 10 | 10 | 0.35% | 0.41% | 0.51% | Q2 2013 | Q3 2015 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 10 |
Saturna Capital CORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
MONTAG A & ASSOCIATES INC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
PINNACLE ASSOCIATES LTD | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Hanson & Doremus Investment Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 10 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 10 |
Advisors Asset Management, Inc. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 10 |
Jump Financial, LLC | 7 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.09% | 0.16% | 0.22% | Q3 2013 | Q4 2015 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 10 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2017 | 10 |
SRS Capital Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 10 |
FIRST INTERSTATE BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2017 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 10 |
Manchester Capital Management LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Antonetti Capital Management LLC | 5 | 1 | 0.00% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 9 |
Farmers & Merchants Trust Co of Chambersburg PA | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q3 2022 | 9 |
Stratos Wealth Partners, LTD. | 9 | 9 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2019 | 9 |
MONETARY MANAGEMENT GROUP INC | 8 | 1 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2015 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 9 |
PARK CIRCLE Co | 9 | 9 | 0.38% | 0.45% | 0.51% | Q3 2021 | Q3 2023 | 9 |
EDGE ASSET MANAGEMENT, INC | 9 | 9 | 0.10% | 0.15% | 0.21% | Q2 2013 | Q2 2015 | 9 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.13% | 0.40% | Q1 2015 | Q3 2022 | 9 |
Truvestments Capital LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q1 2021 | 9 |
Wealthspire Advisors, L.P. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2019 | 9 |
Prestige Wealth Management Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q1 2016 | 9 |
ProVise Management Group, LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q2 2015 | 9 |
Sterneck Capital Management, LLC | 9 | 9 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q2 2015 | 9 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Russell Investments Group, Ltd. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 9 |
Concert Wealth Management Inc. | 7 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2015 | 9 |
HARBOUR INVESTMENTS, INC. | 5 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Baltimore-Washington Financial Advisors, Inc. | 9 | 9 | 0.46% | 0.78% | 1.00% | Q4 2013 | Q4 2015 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.02% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Freestone Capital Holdings, LLC | 9 | 9 | 0.09% | 0.10% | 0.12% | Q1 2016 | Q1 2018 | 9 |
HRT FINANCIAL LP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 7 | 1 | 0.00% | 0.10% | 0.18% | Q3 2020 | Q3 2023 | 8 |
Stanley-Laman Group, Ltd. | 8 | 8 | 0.15% | 0.22% | 0.27% | Q4 2013 | Q3 2015 | 8 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.07% | 0.09% | 0.11% | Q4 2015 | Q1 2018 | 8 |
Cribstone Capital Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 8 |
MHI Funds, LLC | 8 | 8 | 0.12% | 0.18% | 0.22% | Q4 2017 | Q3 2019 | 8 |
Heritage Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
WASHINGTON TRUST BANK | 7 | 1 | 0.01% | 0.01% | 0.06% | Q1 2014 | Q2 2020 | 8 |
Gould Capital, LLC | 8 | 8 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Inlet Private Wealth, LLC | 8 | 8 | 0.27% | 0.32% | 0.35% | Q4 2021 | Q3 2023 | 8 |
F&V Capital Management, LLC | 8 | 8 | 0.11% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 8 |
Grove Bank & Trust | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2017 | 8 |
SAX WEALTH ADVISORS, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BEACH INVESTMENT COUNSEL INC/PA | 8 | 8 | 0.05% | 0.07% | 0.12% | Q1 2013 | Q4 2014 | 8 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q1 2021 | 8 |
Legacy Capital Partners, Inc. | 8 | 8 | 0.11% | 0.15% | 0.23% | Q1 2018 | Q4 2019 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.44% | 0.57% | 0.64% | Q4 2015 | Q3 2017 | 8 |
KENFARB & CO. | 8 | 8 | 0.13% | 0.16% | 0.17% | Q4 2021 | Q3 2023 | 8 |
State of Wyoming | 8 | 8 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
PHILADELPHIA TRUST CO | 8 | 8 | 0.05% | 0.11% | 0.15% | Q1 2018 | Q4 2019 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
Parkside Financial Bank & Trust | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
ADVISORY RESEARCH INC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
North Star Investment Management Corp. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Oxbow Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
CLINTON GROUP INC | 6 | 1 | 0.08% | 0.12% | 0.29% | Q2 2013 | Q1 2016 | 7 |
MidWestOne Financial Group, Inc. | 4 | 3 | 0.04% | 0.05% | 0.08% | Q2 2019 | Q1 2021 | 7 |
CATAWBA CAPITAL MANAGEMENT /VA | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Clean Yield Group | 6 | 1 | 0.04% | 0.29% | 0.46% | Q2 2013 | Q1 2015 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2019 | 7 |
VALLEY NATIONAL ADVISERS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Jefferies Group LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 7 |
CINCINNATI INSURANCE CO | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2021 | 7 |
Snowden Capital Advisors LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.05% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
KEELEY ASSET MANAGEMENT CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Whitnell & Co. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
ALPS ADVISORS INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 6 |
Invenomic Capital Management LP | 6 | 6 | 0.17% | 0.24% | 0.36% | Q2 2022 | Q3 2023 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Madden Advisory Services, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Jacobi Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
QS Investors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.13% | 0.16% | 0.22% | Q4 2019 | Q1 2021 | 6 |
SeaBridge Investment Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.01% | 0.11% | 0.16% | Q4 2021 | Q1 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
CUMBERLAND ADVISORS INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2015 | 6 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2022 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
State of Tennessee, Treasury Department | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
A. D. Beadell Investment Counsel, Inc. | 6 | 6 | 0.98% | 1.57% | 1.82% | Q3 2019 | Q4 2020 | 6 |
Somerset Trust Co | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 6 |
D'Orazio & Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Caption Management, LLC | 3 | 2 | 0.01% | 0.24% | 0.64% | Q4 2017 | Q1 2021 | 5 |
Hillsdale Investment Management Inc. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2022 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Legacy Advisors, LLC | 3 | 2 | 0.01% | 0.15% | 0.24% | Q1 2017 | Q2 2018 | 5 |
Harvest Fund Advisors LLC | 4 | 1 | 0.02% | 0.05% | 0.18% | Q4 2014 | Q1 2016 | 5 |
Yorktown Management & Research Co Inc | 3 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 5 |
BOURGEON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
WESTWOOD HOLDINGS GROUP INC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
CT Financial Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 5 |
Sandy Spring Bank | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
FIC CAPITAL INC | 5 | 5 | 0.24% | 0.54% | 0.82% | Q2 2013 | Q2 2014 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Inspire Investing, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2021 | 5 |
BRASADA CAPITAL MANAGEMENT, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Hamlin Capital Management, LLC | 5 | 5 | 1.54% | 1.66% | 1.77% | Q2 2013 | Q2 2014 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 5 |
ARGA Investment Management, LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
XML Financial, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2021 | 5 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 5 |
Stone Toro Investment Advisers, LP | 4 | 4 | 0.37% | 0.46% | 0.56% | Q2 2013 | Q1 2014 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
SevenBridge Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Summit Global Investments | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q3 2019 | 4 |
Lenox Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Financial Management Professionals, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 4 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 4 |
ALPHASIMPLEX GROUP, LLC | 3 | 1 | 0.30% | 0.37% | 0.45% | Q2 2019 | Q2 2020 | 4 |
Gupta Wealth Management LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Airain ltd | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q1 2016 | 4 |
AVITY INVESTMENT MANAGEMENT INC. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 4 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
ArchPoint Investors | 3 | 1 | 0.19% | 0.22% | 0.24% | Q2 2013 | Q2 2014 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST TRUST ADVISORS LP | 2 | 1 | 0.00% | 0.14% | 0.24% | Q2 2013 | Q4 2016 | 4 |
LUCUS ADVISORS LLC | 4 | 4 | 0.21% | 0.25% | 0.31% | Q2 2015 | Q1 2016 | 4 |
First Bancorp, Inc /ME/ | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Strategic Capital Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2014 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q3 2014 | 4 |
Sicart Associates LLC | 4 | 4 | 0.11% | 0.16% | 0.19% | Q3 2019 | Q2 2020 | 4 |
Willingdon Wealth Management | 4 | 4 | 0.20% | 0.49% | 0.96% | Q2 2016 | Q1 2017 | 4 |
CORRADO ADVISORS, LLC | 4 | 4 | 0.36% | 0.42% | 0.49% | Q1 2016 | Q4 2016 | 4 |
Walthausen & Co., LLC | 4 | 4 | 1.17% | 1.54% | 1.89% | Q1 2016 | Q4 2016 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.05% | 0.06% | Q4 2015 | Q2 2019 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2016 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Baldrige Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q1 2018 | Q4 2018 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Probabilities Fund Management, LLC | 4 | 4 | 0.20% | 0.34% | 0.52% | Q4 2017 | Q3 2018 | 4 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
GAM Holding AG | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.00% | 2.34% | 3.72% | Q2 2013 | Q4 2013 | 3 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2014 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Corient Capital Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q1 2017 | 3 |
Blackstone Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SEARLE & CO. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Laffer Tengler Investments, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
ANCHOR CAPITAL ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Investors Capital Advisory Services | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 3 |
DEERE & CO | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
FRANKLIN RESOURCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
WealthCare Investment Partners, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Smithfield Trust Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
VSR Financial Services, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q2 2016 | 3 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Smart Portfolios, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Elite Wealth Management, Inc. | 2 | 1 | 0.04% | 0.10% | 0.16% | Q2 2014 | Q3 2016 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.04% | 0.06% | 0.11% | Q1 2018 | Q2 2023 | 3 |
Cascade Investment Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.07% | 0.13% | 0.20% | Q1 2015 | Q3 2015 | 3 |
Pflug Koory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2022 | 3 |
MURPHY CAPITAL MANAGEMENT INC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q2 2015 | 3 |
Brand Asset Management Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2021 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 3 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2010 | Q3 2010 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Foundry Partners, LLC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Spectrum Financial Alliance Ltd LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.02% | 0.18% | 0.35% | Q2 2013 | Q3 2013 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.10% | 0.19% | 0.28% | Q4 2016 | Q1 2017 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2017 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.55% | 0.56% | 0.57% | Q4 2009 | Q1 2010 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.02% | 0.15% | 0.28% | Q4 2015 | Q1 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2017 | Q2 2017 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Anchorage Capital Group, L.L.C. | 2 | 2 | 0.23% | 0.25% | 0.27% | Q1 2017 | Q2 2017 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q2 2022 | 2 |
Vestcor Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Risk Paradigm Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Retirement Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
MARK ASSET MANAGEMENT LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q4 2013 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
NOESIS CAPITAL MANGEMENT CORP | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2013 | Q4 2013 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Saba Capital Management, L.P. | 2 | 2 | 0.36% | 0.50% | 0.64% | Q3 2018 | Q4 2018 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q3 2013 | 2 |
Bray Capital Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
One Capital Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.10% | 0.19% | Q4 2017 | Q1 2020 | 2 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
HSBC HOLDINGS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ASSOCIATED BANC-CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 1.17% | 1.22% | 1.26% | Q2 2013 | Q3 2013 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
MCDANIEL TERRY & CO | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Fractal Investments LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 2 |
Wealth Advisors of Tampa Bay, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 2 |
EASTERN BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 2 |
Piscataqua Savings Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2013 | Q3 2013 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2013 | Q3 2013 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 2 |
HERITAGE INVESTORS MANAGEMENT CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
IMA Wealth, Inc. | 1 | 1 | 0.08% | 0.09% | 0.10% | Q3 2014 | Q2 2015 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
NICHOLAS COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Trutina Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2020 | Q2 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Corvid Peak Capital Management, LLC | 1 | 1 | 3.16% | 3.16% | 3.16% | Q1 2018 | Q1 2018 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Columbia Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
XTX Topco Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
CHICKASAW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Founders Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SNOW CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SG3 Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RBF Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2013 | Q1 2013 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Covestor Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2013 | Q4 2013 | 1 |
Bridgecreek Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2015 | Q2 2015 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2015 | Q1 2015 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GOODWIN DANIEL L | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2013 | Q1 2013 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q2 2016 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own SUBURBAN PROPANE PARTNERS L or have owned SUBURBAN PROPANE PARTNERS L in the past.