Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 95 |
Citadel Advisors | 29 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 82 |
Walleye Trading LLC | 18 | 3 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 78 |
Cutler Group LLC / CA | 24 | 1 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2022 | 64 |
BARCLAYS PLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 63 |
PEAK6 Investments LLC | 15 | 5 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 52 |
CITIGROUP INC | 36 | 36 | 0.00% | 0.03% | 0.27% | Q4 2014 | Q3 2023 | 45 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 44 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 44 |
PEAK6 Group LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2018 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 40 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 39 |
GOLDMAN SACHS GROUP INC | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 37 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Adams Asset Advisors, LLC | 36 | 36 | 0.09% | 1.26% | 2.34% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Creative Planning | 24 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
ClearBridge Investments | 36 | 36 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
GUGGENHEIM CAPITAL LLC | 35 | 35 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2023 | 35 |
US BANCORP \DE\ | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 35 | 35 | 0.06% | 0.80% | 1.16% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2022 | 34 |
CREDIT SUISSE AG/ | 32 | 32 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2022 | 33 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 19 | 13 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 32 |
Private Advisor Group, LLC | 22 | 5 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 32 |
Gradient Investments LLC | 23 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 25 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
LPL Financial LLC | 29 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
BALDWIN BROTHERS LLC/MA | 30 | 30 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q4 2023 | 30 |
Texas Yale Capital Corp. | 30 | 30 | 0.02% | 0.05% | 0.26% | Q2 2016 | Q3 2023 | 30 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 26 | 4 | 0.01% | 0.12% | 1.39% | Q4 2015 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 20 | 4 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 29 |
ELCO Management Co., LLC | 29 | 29 | 0.20% | 1.74% | 2.55% | Q3 2016 | Q3 2023 | 29 |
Lee Financial Co | 28 | 28 | 0.01% | 0.11% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Tortoise Index Solutions, LLC | 24 | 2 | 0.07% | 0.33% | 1.37% | Q2 2015 | Q3 2023 | 26 |
Advisors Capital Management, LLC | 26 | 26 | 0.06% | 0.16% | 0.27% | Q3 2016 | Q4 2022 | 26 |
Avior Wealth Management, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 13 | 12 | 0.05% | 0.07% | 0.08% | Q2 2017 | Q3 2023 | 25 |
GABELLI FUNDS LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2021 | 25 |
DEUTSCHE BANK AG\ | 19 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2022 | 25 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 25 |
CULLEN/FROST BANKERS, INC. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2020 | 24 |
State of New Jersey Common Pension Fund D | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2021 | 24 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 20 | 2 | 0.00% | 0.22% | 0.98% | Q4 2014 | Q2 2021 | 24 |
Cambridge Investment Research Advisors, Inc. | 14 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
CENTRAL TRUST Co | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 23 |
BlackRock Inc. | 20 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 23 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 23 | 23 | 0.01% | 0.23% | 0.36% | Q3 2015 | Q1 2021 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.24% | 0.39% | 0.60% | Q1 2018 | Q3 2023 | 23 |
Bramshill Investments, LLC | 23 | 23 | 0.06% | 0.17% | 0.32% | Q4 2017 | Q2 2023 | 23 |
Independent Advisor Alliance | 20 | 3 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2023 | 22 |
Anchor Investment Management, LLC | 21 | 21 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q4 2023 | 21 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
SG Americas Securities, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 21 |
Waldron Private Wealth LLC | 20 | 1 | 0.04% | 0.10% | 0.13% | Q1 2017 | Q3 2023 | 21 |
Sigma Planning Corp | 21 | 21 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 21 |
IFP Advisors, Inc | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 20 |
Arrow Investment Advisors, LLC | 13 | 1 | 0.15% | 0.19% | 0.24% | Q2 2017 | Q1 2023 | 20 |
Allianz Asset Management GmbH | 11 | 4 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 20 |
OPTIMUM INVESTMENT ADVISORS | 20 | 20 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q4 2022 | 20 |
Sumitomo Mitsui Trust Holdings, Inc. | 17 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 20 |
FMR LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
HighTower Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 17 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 19 |
Mutual Advisors, LLC | 10 | 1 | 0.01% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 19 |
Invesco Ltd. | 18 | 1 | 0.00% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 19 |
Mirae Asset Global Investments Co., Ltd. | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
B. Riley Wealth Advisors, Inc. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Bridgecreek Investment Management, LLC | 18 | 18 | 0.24% | 1.60% | 2.50% | Q2 2019 | Q3 2023 | 18 |
OppenheimerFunds, Inc. | 18 | 18 | 0.12% | 0.36% | 0.61% | Q4 2014 | Q1 2019 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 18 |
ING GROEP NV | 9 | 1 | 0.01% | 0.14% | 0.88% | Q1 2015 | Q3 2023 | 18 |
Parallel Advisors, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2019 | 17 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.01% | 0.04% | 0.16% | Q1 2018 | Q3 2023 | 17 |
ADVISORY RESEARCH INC | 9 | 8 | 0.11% | 0.38% | 1.11% | Q4 2014 | Q2 2019 | 17 |
Janney Montgomery Scott LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 17 |
Horizon Kinetics | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2018 | 17 |
PSI Advisors, LLC | 16 | 16 | 0.21% | 0.24% | 0.29% | Q4 2019 | Q3 2023 | 16 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.06% | 0.15% | Q4 2014 | Q2 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.04% | 0.43% | 1.34% | Q4 2018 | Q3 2022 | 16 |
AMERICAN FINANCIAL GROUP INC | 16 | 16 | 0.02% | 0.16% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Recurrent Investment Advisors LLC | 16 | 16 | 0.88% | 1.99% | 4.26% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.10% | 0.16% | 0.26% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Wellington Shields Capital Management, LLC | 15 | 15 | 0.06% | 0.12% | 0.16% | Q4 2016 | Q2 2020 | 15 |
VAN ECK ASSOCIATES CORP | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2019 | 15 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 6 | 1 | 0.17% | 0.22% | 0.27% | Q3 2018 | Q3 2023 | 15 |
NATIXIS | 9 | 1 | 0.00% | 0.04% | 0.15% | Q4 2017 | Q3 2023 | 15 |
Spot Trading L.L.C | 7 | 7 | 0.00% | 0.02% | 0.09% | Q3 2015 | Q1 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 15 |
Global Retirement Partners, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
WEDBUSH SECURITIES INC | 10 | 2 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 14 |
Financial Architects, Inc | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 14 | 14 | 0.10% | 0.21% | 0.51% | Q2 2020 | Q3 2023 | 14 |
Jacobi Capital Management LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q2 2020 | 14 |
Barnett & Company, Inc. | 11 | 3 | 0.01% | 1.69% | 2.44% | Q2 2018 | Q3 2023 | 14 |
Prestige Wealth Management Group LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.04% | 0.12% | 0.28% | Q2 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
DAVENPORT & Co LLC | 12 | 2 | 0.00% | 0.17% | 0.41% | Q4 2014 | Q3 2023 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 14 |
BOWEN HANES & CO INC | 14 | 14 | 0.49% | 0.74% | 0.99% | Q2 2020 | Q3 2023 | 14 |
Parallax Volatility Advisers, L.P. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 14 |
SOLARIS ASSET MANAGEMENT LLC | 13 | 13 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q4 2017 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 13 |
HIGHLAND CAPITAL MANAGEMENT LP | 13 | 13 | 0.04% | 0.05% | 0.11% | Q2 2016 | Q2 2019 | 13 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 8 | 2 | 0.00% | 0.01% | 0.08% | Q3 2019 | Q3 2023 | 13 |
Lido Advisors, LLC | 9 | 4 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q4 2022 | 13 |
Pentwater Capital Management LP | 13 | 13 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q1 2019 | 13 |
SeaCrest Wealth Management, LLC | 7 | 6 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2023 | 13 |
FEDERATED HERMES, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 12 |
Steward Partners Investment Advisory, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
FIRST TRUST ADVISORS LP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Brookstone Capital Management | 10 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 12 |
Rudius Management LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Rafferty Asset Management, LLC | 6 | 1 | 0.02% | 0.06% | 0.25% | Q3 2015 | Q3 2020 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 12 |
SRS Capital Advisors, Inc. | 8 | 4 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q4 2022 | 12 |
BARINGS LLC | 11 | 11 | 0.02% | 0.02% | 0.04% | Q1 2016 | Q3 2018 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q4 2020 | 11 |
Perigon Wealth Management, LLC | 7 | 1 | 0.02% | 0.06% | 0.17% | Q3 2011 | Q3 2022 | 11 |
Taylor Wealth Management Partners | 11 | 11 | 0.01% | 1.45% | 3.75% | Q1 2015 | Q3 2017 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.03% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.12% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 11 |
Ferris Capital, LLC | 11 | 11 | 0.10% | 0.18% | 0.24% | Q2 2017 | Q4 2019 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
TRUIST FINANCIAL CORP | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
Quadrant Private Wealth Management, LLC | 11 | 11 | 0.24% | 0.54% | 0.69% | Q4 2017 | Q2 2020 | 11 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 11 | 11 | 0.01% | 0.05% | 0.07% | Q4 2015 | Q2 2018 | 11 |
Penserra Capital Management LLC | 8 | 3 | 0.00% | 0.05% | 0.54% | Q4 2015 | Q3 2019 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2022 | 11 |
QS Investors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2020 | 11 |
MetLife Investment Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2020 | 10 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Meristem Family Wealth, LLC | 6 | 4 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q1 2022 | 10 |
BEACH INVESTMENT COUNSEL INC/PA | 6 | 4 | 0.03% | 0.05% | 0.09% | Q1 2016 | Q3 2018 | 10 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
WADE G W & INC | 7 | 3 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q3 2017 | 10 |
PARK CIRCLE Co | 10 | 10 | 0.70% | 1.18% | 1.67% | Q2 2021 | Q3 2023 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2021 | 10 |
CYPRESS ASSET MANAGEMENT INC/TX | 10 | 10 | 0.05% | 0.17% | 0.29% | Q4 2014 | Q1 2017 | 10 |
CADENCE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.22% | 0.48% | 0.88% | Q4 2017 | Q1 2020 | 10 |
Commonwealth Equity Services, Inc | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2017 | 10 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 10 | 10 | 0.19% | 0.35% | 0.46% | Q3 2016 | Q4 2018 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2020 | 10 |
Mosaic Family Wealth, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2019 | 10 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2023 | 10 |
Jaffetilchin Investment Partners, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Americana Partners, LLC | 7 | 1 | 0.03% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 10 |
Baird Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
TPH Asset Management, LLC | 8 | 8 | 0.08% | 1.99% | 3.18% | Q4 2014 | Q3 2016 | 9 |
TCW GROUP INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SALEM INVESTMENT COUNSELORS INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q1 2020 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 9 |
Good Life Advisors, LLC | 8 | 1 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 9 |
Focused Wealth Management, Inc | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
DAVIDSON TRUST CO | 9 | 9 | 0.28% | 0.31% | 0.34% | Q3 2021 | Q3 2023 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2021 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 9 |
Samson Capital Management, LLC | 9 | 9 | 1.41% | 3.75% | 5.55% | Q1 2015 | Q1 2017 | 9 |
Trellus Management Company, LLC | 9 | 9 | 0.48% | 0.68% | 0.99% | Q4 2014 | Q4 2016 | 9 |
OneDigital Investment Advisors LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 9 |
Bruderman Asset Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 8 |
Geneva Advisors, LLC | 8 | 8 | 0.01% | 0.54% | 1.22% | Q4 2014 | Q3 2016 | 8 |
Family Management Corp | 8 | 8 | 0.63% | 1.21% | 1.49% | Q4 2014 | Q3 2016 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
IPG Investment Advisors LLC | 8 | 8 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Greenwich Investment Management, Inc. | 8 | 8 | 0.26% | 0.32% | 0.46% | Q4 2015 | Q3 2017 | 8 |
BARR E S & CO | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
State of Wyoming | 8 | 8 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Country Club Trust Company, n.a. | 8 | 8 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q1 2017 | 8 |
Atria Investments, Inc | 8 | 8 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q4 2017 | 8 |
M&T BANK CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 8 | 8 | 0.08% | 0.14% | 0.20% | Q4 2014 | Q3 2016 | 8 |
SVB WEALTH LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
GraniteShares Advisors LLC | 8 | 8 | 0.34% | 0.81% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Heritage Trust Co | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 8 |
Stonebridge Capital Advisors LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 8 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Russell Investments Group, Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 7 |
Global X Management CO LLC | 7 | 7 | 0.00% | 0.17% | 0.36% | Q1 2016 | Q3 2017 | 7 |
Cresset Asset Management, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Harvest Fund Advisors LLC | 4 | 1 | 0.01% | 0.21% | 0.43% | Q4 2016 | Q1 2019 | 7 |
Cedar Mountain Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 7 | 7 | 0.40% | 0.57% | 0.89% | Q4 2014 | Q2 2016 | 7 |
Rockefeller Capital Management L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 7 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.14% | 0.34% | Q4 2015 | Q4 2022 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Finer Wealth Management, Inc. | 7 | 7 | 0.28% | 0.55% | 0.80% | Q1 2022 | Q3 2023 | 7 |
Evercore Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
NEXT Financial Group, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 7 |
CWA Asset Management Group, LLC | 5 | 1 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 7 |
WEXFORD CAPITAL LP | 4 | 3 | 0.16% | 1.56% | 3.69% | Q3 2015 | Q1 2019 | 7 |
Salient Capital Advisors, LLC | 6 | 1 | 0.01% | 0.07% | 0.14% | Q3 2018 | Q3 2022 | 7 |
Catamount Wealth Management | 7 | 7 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q2 2017 | 7 |
IHT Wealth Management, LLC | 4 | 3 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Blackstone Inc. | 5 | 1 | 0.00% | 0.17% | 0.31% | Q4 2017 | Q3 2023 | 6 |
Pacer Advisors, Inc. | 5 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q4 2017 | 6 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2019 | 6 |
EP Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.02% | 0.12% | Q2 2022 | Q3 2023 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
First Heartland Consultants, Inc. | 6 | 6 | 0.05% | 0.14% | 0.19% | Q2 2016 | Q3 2017 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 6 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 6 |
BAMCO INC /NY/ | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 6 |
Carnegie Capital Asset Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 6 |
ALLIANCEBERNSTEIN L.P. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 6 |
BP CAPITAL FUND ADVISORS, LLC | 6 | 6 | 0.89% | 2.63% | 4.25% | Q4 2015 | Q1 2017 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
STATE STREET CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Quinn Opportunity Partners LLC | 6 | 6 | 0.05% | 0.30% | 0.42% | Q2 2017 | Q3 2018 | 6 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.06% | 0.14% | Q4 2020 | Q2 2023 | 6 |
FRIESS ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 6 | 6 | 0.12% | 0.30% | 0.38% | Q1 2015 | Q2 2016 | 6 |
BROWN BROTHERS HARRIMAN & CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 6 |
Quantbot Technologies LP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2016 | 6 |
CASTLEARK MANAGEMENT LLC | 3 | 3 | 0.02% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Zions Bancorporation, N.A. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2019 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
HighPoint Advisor Group LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q3 2020 | 5 |
Selective Wealth Management, Inc. | 4 | 1 | 0.02% | 0.02% | 0.05% | Q3 2018 | Q1 2021 | 5 |
Grace Capital | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
NORTHERN TRUST CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2021 | 5 |
Inspire Investing, LLC | 3 | 1 | 0.05% | 0.06% | 0.09% | Q4 2017 | Q2 2021 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
WealthPLAN Partners, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q4 2023 | 5 |
JENNISON ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
GLENMEDE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.08% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 5 |
HC FINANCIAL ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Gladstone Institutional Advisory LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 5 |
HSBC HOLDINGS PLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 5 |
Tiller Private Wealth, Inc. | 5 | 5 | 0.30% | 0.35% | 0.44% | Q4 2015 | Q4 2016 | 5 |
Hudock, Inc. | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2022 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.01% | 0.05% | 0.12% | Q3 2019 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q1 2016 | 5 |
Financial Management Professionals, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Friedberg Investment Management | 5 | 5 | 0.85% | 1.29% | 1.69% | Q1 2015 | Q1 2016 | 5 |
Neuberger Berman Group LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 5 |
Counterpoint Mutual Funds LLC | 3 | 2 | 0.01% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.05% | 0.17% | Q4 2016 | Q4 2017 | 5 |
Zions Bancorporation | 3 | 2 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2018 | 5 |
GAM Holding AG | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 5 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.04% | 0.08% | 0.12% | Q3 2018 | Q4 2021 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
HUSSMAN STRATEGIC ADVISORS, INC. | 3 | 2 | 0.14% | 0.25% | 0.44% | Q4 2017 | Q1 2020 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q1 2023 | 4 |
F&V Capital Management, LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COMERICA BANK | 4 | 4 | 0.02% | 0.04% | 0.04% | Q1 2015 | Q4 2015 | 4 |
Peak Capital Management LLC | 3 | 1 | 0.05% | 0.55% | 0.74% | Q2 2017 | Q2 2018 | 4 |
NVWM, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Liberty Mutual Group Asset Management Inc. | 2 | 2 | 0.03% | 0.04% | 0.07% | Q1 2015 | Q1 2016 | 4 |
Gilman Hill Asset Management, LLC | 4 | 4 | 0.12% | 0.15% | 0.19% | Q4 2015 | Q3 2016 | 4 |
COMMERCE BANK | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.05% | 0.15% | Q4 2020 | Q4 2021 | 4 |
HFG Advisors, Inc. | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2018 | 4 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2021 | 4 |
COHEN & STEERS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 4 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.42% | 0.99% | 2.17% | Q3 2018 | Q4 2019 | 4 |
Farmers National Bank | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MSD Partners, L.P. | 3 | 1 | 0.33% | 0.63% | 1.04% | Q2 2018 | Q3 2020 | 4 |
Willis Investment Counsel | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.84% | 1.48% | Q2 2016 | Q4 2021 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.14% | 0.18% | 0.22% | Q4 2020 | Q3 2021 | 4 |
CLINTON GROUP INC | 3 | 1 | 0.04% | 0.08% | 0.12% | Q1 2016 | Q1 2017 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2017 | 4 |
HITE Hedge Asset Management LLC | 2 | 1 | 0.17% | 0.50% | 1.11% | Q4 2014 | Q3 2020 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 1.24% | 1.37% | 1.45% | Q4 2022 | Q3 2023 | 4 |
Stanley-Laman Group, Ltd. | 4 | 4 | 0.14% | 0.24% | 0.33% | Q2 2016 | Q1 2017 | 4 |
Arkadios Wealth Advisors | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 4 |
Centennial Wealth Advisory LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Truvestments Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Center Coast Capital Advisors, LP | 3 | 1 | 0.01% | 0.22% | 0.38% | Q1 2015 | Q4 2016 | 4 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q1 2017 | Q3 2017 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 3 | 0.06% | 0.09% | 0.12% | Q2 2023 | Q4 2023 | 3 |
Fractal Investments LLC | 3 | 3 | 0.19% | 0.20% | 0.20% | Q1 2023 | Q3 2023 | 3 |
BEACONLIGHT CAPITAL, LLC | 2 | 1 | 0.56% | 1.62% | 2.90% | Q2 2015 | Q2 2016 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 3 |
Danda Trouve Investment Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.15% | 0.25% | Q2 2020 | Q1 2023 | 3 |
Spire Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 3 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FRANKLIN RESOURCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q4 2021 | 3 |
Key Client Fiduciary Advisors, LLC | 2 | 1 | 0.13% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Whetstone Capital Advisors, LLC | 3 | 3 | 0.32% | 2.37% | 4.18% | Q4 2014 | Q2 2015 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Lebenthal Holdings,LLC | 3 | 3 | 0.03% | 0.07% | 0.13% | Q4 2015 | Q2 2016 | 3 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Cedar Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Airain ltd | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q4 2015 | 3 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2020 | 3 |
COWEN INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q2 2016 | 3 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.44% | 1.13% | Q2 2016 | Q2 2017 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2016 | Q1 2017 | 3 |
WADDELL & REED FINANCIAL INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
DEERE & CO | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q2 2019 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.54% | 0.57% | 0.61% | Q4 2021 | Q2 2022 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
STATE OF WISCONSIN INVESTMENT BOARD | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 3 |
AGF Investments LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q4 2019 | 3 |
Brown Advisory Securities, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q4 2014 | Q2 2015 | 3 |
PROFFITT & GOODSON INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
KOCH INDUSTRIES INC | 2 | 1 | 0.04% | 0.20% | 0.49% | Q4 2016 | Q1 2018 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Coastline Trust Co | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2020 | 3 |
DSC Advisors, L.P. | 3 | 3 | 1.23% | 1.42% | 1.55% | Q3 2015 | Q1 2016 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
RAYMOND JAMES TRUST N.A. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 3 |
Homrich & Berg | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Invictus RG | 2 | 2 | 0.08% | 0.20% | 0.31% | Q1 2016 | Q2 2016 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
BARDIN HILL MANAGEMENT PARTNERS LP | 2 | 2 | 0.38% | 0.55% | 0.73% | Q4 2014 | Q1 2015 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
Cerity Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
MONOGRAPH WEALTH ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Fiera Capital Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
CIBC Asset Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Kistler-Tiffany Companies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q1 2016 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Crestwood Advisors Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2015 | 2 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Incline Global Management LLC | 2 | 2 | 0.26% | 0.37% | 0.48% | Q3 2016 | Q4 2016 | 2 |
Crescent Grove Advisors, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Bienville Capital Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2016 | Q4 2016 | 2 |
SPRENG CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.21% | 0.24% | 0.26% | Q2 2022 | Q3 2022 | 2 |
Forest Hill Capital, LLC | 2 | 2 | 0.50% | 0.56% | 0.62% | Q3 2014 | Q4 2014 | 2 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Western Standard LLC | 2 | 2 | 0.76% | 1.14% | 1.53% | Q2 2018 | Q3 2018 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Private Wealth Strategies, L.L.C. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 2 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q2 2015 | 2 |
Veritable, L.P. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2015 | Q4 2015 | 2 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Zimmer Partners, LP | 2 | 2 | 0.50% | 0.51% | 0.52% | Q4 2015 | Q1 2016 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 3.20% | 3.53% | 3.86% | Q3 2018 | Q4 2018 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
MAI Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 2 |
WELCH CAPITAL PARTNERS LLC/NY | 2 | 2 | 1.40% | 1.53% | 1.66% | Q3 2016 | Q4 2016 | 2 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Jacobus Wealth Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
METROPOLITAN LIFE INSURANCE CO/NY | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Lehman Financial Resources, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 2 |
PFG Investments, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
StoneX Group Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Northern Right Capital Management, L.P. | 2 | 2 | 0.19% | 0.39% | 0.60% | Q2 2020 | Q3 2020 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Green Owl Capital Management, LLC | 1 | 1 | 0.00% | 1.58% | 3.16% | Q1 2015 | Q1 2015 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Bison Wealth, LLC | 1 | 1 | 0.87% | 1.12% | 1.37% | Q2 2015 | Q4 2015 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.39% | 0.66% | Q4 2014 | Q2 2015 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2022 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q4 2020 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 2 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MILLER HOWARD INVESTMENTS INC /NY | 2 | 2 | 0.35% | 0.49% | 0.63% | Q2 2023 | Q3 2023 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
L.M. KOHN & COMPANY | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q1 2017 | 2 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Olympiad Research LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Vestcor Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Overbrook Management Corp | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2016 | Q3 2016 | 1 |
PYRRHO CAPITAL MANAGEMENT, LP | 1 | 1 | 2.23% | 2.23% | 2.23% | Q4 2014 | Q4 2014 | 1 |
AXS Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2015 | Q4 2015 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CHICKASAW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CSat Investment Advisory, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Avalon Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Franklin Square Holdings, L.P. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2017 | Q2 2017 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2022 | Q2 2022 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 16.95% | 16.95% | 16.95% | Q3 2015 | Q3 2015 | 1 |
Cloud Gate Capital, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q4 2015 | Q4 2015 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2020 | Q2 2020 | 1 |
Centiva Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2017 | Q2 2017 | 1 |
MASON STREET ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KEELEY ASSET MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Gs Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own SUNOCO LP or have owned SUNOCO LP in the past.