Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 14 | 0.00% | 0.07% | 0.27% | Q2 2020 | Q3 2023 | 42 |
Citadel Advisors | 14 | 14 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 42 |
Cutler Group LLC / CA | 14 | 14 | 0.00% | 0.14% | 0.60% | Q2 2020 | Q3 2023 | 40 |
Walleye Trading LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 38 |
Parallax Volatility Advisers, L.P. | 14 | 14 | 0.00% | 0.06% | 0.27% | Q2 2020 | Q3 2023 | 38 |
WOLVERINE TRADING, LLC | 9 | 4 | 0.00% | 0.09% | 0.46% | Q2 2020 | Q3 2023 | 37 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 34 |
CITIGROUP INC | 14 | 14 | 0.00% | 0.01% | 0.13% | Q2 2020 | Q3 2023 | 31 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.10% | 1.08% | Q4 2020 | Q3 2023 | 31 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 14 | 14 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 30 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 29 |
CREDIT SUISSE AG/ | 14 | 14 | 0.00% | 0.04% | 0.23% | Q2 2020 | Q3 2023 | 27 |
MILLENNIUM MANAGEMENT LLC | 10 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 25 |
BANK OF MONTREAL /CAN/ | 6 | 2 | 0.00% | 0.01% | 0.08% | Q2 2020 | Q3 2023 | 22 |
CSS LLC/IL | 14 | 14 | 0.00% | 0.04% | 0.18% | Q2 2020 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 20 |
UBS Group AG | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 20 |
HighTower Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 20 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.18% | 0.95% | Q2 2020 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 19 |
Clearstead Advisors, LLC | 14 | 14 | 0.03% | 0.10% | 0.28% | Q2 2020 | Q3 2023 | 19 |
AE Wealth Management LLC | 12 | 1 | 0.00% | 0.00% | 0.03% | Q2 2020 | Q3 2023 | 19 |
Creative Planning | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 16 |
Lido Advisors, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 16 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.03% | 0.14% | Q1 2022 | Q3 2023 | 15 |
Squarepoint Ops LLC | 6 | 1 | 0.05% | 0.17% | 0.33% | Q4 2021 | Q3 2023 | 15 |
Gradient Investments LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cypress Capital Management LLC (WY) | 14 | 14 | 0.00% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WEST PACES ADVISORS INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CNB Bank | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.08% | 0.50% | Q2 2020 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 14 | 14 | 0.00% | 0.04% | 0.44% | Q2 2020 | Q3 2023 | 14 |
HHM Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SG Americas Securities, LLC | 14 | 14 | 0.00% | 0.04% | 0.13% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Westside Investment Management, Inc. | 14 | 14 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Parkwood LLC | 8 | 1 | 0.01% | 1.27% | 4.78% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.04% | 0.12% | Q2 2020 | Q4 2022 | 13 |
JPMORGAN CHASE & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Harvest Fund Management Co., Ltd | 13 | 13 | 0.33% | 1.39% | 3.25% | Q3 2020 | Q3 2023 | 13 |
Crewe Advisors LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
IMC-Chicago, LLC | 7 | 2 | 0.00% | 0.02% | 0.11% | Q2 2020 | Q3 2023 | 13 |
SVB WEALTH LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Integrated Advisors Network LLC | 12 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Advisory Services Network, LLC | 7 | 6 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.00% | 0.02% | 0.10% | Q2 2020 | Q2 2023 | 13 |
GROUP ONE TRADING, L.P. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
Mirae Asset Global Investments Co., Ltd. | 10 | 3 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 13 |
TimeScale Financial, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Leucadia National | 4 | 4 | 0.01% | 0.12% | 0.32% | Q4 2022 | Q3 2023 | 12 |
TCI Wealth Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Geneos Wealth Management Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Parkside Financial Bank & Trust | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 12 | 12 | 0.00% | 0.98% | 2.25% | Q3 2020 | Q2 2023 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SIMPLEX TRADING, LLC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Aspire Private Capital, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 11 | 11 | 0.00% | 0.09% | 0.45% | Q3 2020 | Q1 2023 | 11 |
FIFTH THIRD BANCORP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Brookstone Capital Management | 11 | 11 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Allworth Financial LP | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Stockman Wealth Management, Inc. | 11 | 11 | 0.71% | 1.66% | 2.71% | Q4 2020 | Q2 2023 | 11 |
Menard Financial Group LLC | 11 | 11 | 0.23% | 0.47% | 0.86% | Q4 2020 | Q2 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q4 2023 | 11 |
Rockefeller Capital Management L.P. | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 11 |
BANK OF THE WEST | 11 | 11 | 0.07% | 0.11% | 0.14% | Q2 2020 | Q4 2022 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
NATIXIS | 4 | 2 | 0.00% | 0.02% | 0.21% | Q2 2020 | Q3 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Prospera Financial Services Inc | 5 | 2 | 0.01% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 10 |
HRT FINANCIAL LP | 6 | 1 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q2 2023 | 10 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.02% | 0.32% | 1.06% | Q2 2020 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.02% | 0.04% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
BlackRock Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 10 |
Steward Partners Investment Advisory, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 10 |
BerganKDV Wealth Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 10 |
Weiss Multi-Strategy Advisers LLC | 6 | 4 | 0.01% | 0.08% | 0.19% | Q4 2020 | Q2 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 2 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 10 |
Austin Private Wealth, LLC | 4 | 1 | 0.00% | 0.07% | 0.15% | Q2 2020 | Q4 2021 | 10 |
FORTEM FINANCIAL GROUP, LLC | 8 | 8 | 0.00% | 0.34% | 1.64% | Q2 2020 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Waratah Capital Advisors Ltd. | 10 | 10 | 0.12% | 0.78% | 1.56% | Q2 2021 | Q3 2023 | 10 |
SMITH, MOORE & CO. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2022 | 10 |
FMR LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2022 | 10 |
Covington Capital Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.08% | 0.18% | Q3 2020 | Q4 2022 | 9 |
Parallel Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Castellan Group | 9 | 9 | 0.64% | 0.89% | 1.36% | Q4 2020 | Q4 2022 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Jefferies Group LLC | 3 | 1 | 0.01% | 0.08% | 0.54% | Q4 2020 | Q3 2022 | 9 |
Johnson Midwest Financial, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Daiwa Securities Group Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.06% | 0.31% | Q2 2021 | Q3 2023 | 9 |
B. Riley Wealth Advisors, Inc. | 7 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q2 2022 | 9 |
Keel Point, LLC | 9 | 9 | 0.04% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bedel Financial Consulting, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 0.32% | 0.42% | 0.52% | Q4 2021 | Q3 2023 | 8 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.06% | 0.30% | Q3 2020 | Q1 2023 | 8 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 8 |
Private Capital Group, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.25% | 0.34% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.08% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.70% | 2.38% | 4.69% | Q4 2021 | Q3 2023 | 8 |
LITTLEJOHN & CO LLC | 6 | 6 | 0.01% | 2.85% | 6.59% | Q1 2022 | Q2 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 7 | 1 | 0.01% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.32% | 0.45% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Truepoint, Inc. | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
TOTH FINANCIAL ADVISORY CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 8 |
Qube Research & Technologies Ltd | 3 | 2 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 8 |
CIBC WORLD MARKET INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
NOMURA HOLDINGS INC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 8 |
Cresset Asset Management, LLC | 5 | 1 | 0.00% | 0.04% | 0.26% | Q3 2020 | Q3 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Secure Asset Management, LLC | 7 | 7 | 0.06% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Legacy Advisors, LLC | 5 | 2 | 0.04% | 0.07% | 0.16% | Q2 2020 | Q1 2023 | 7 |
BLAIR WILLIAM & CO/IL | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
E Fund Management Co., Ltd. | 6 | 1 | 0.14% | 0.47% | 1.58% | Q1 2021 | Q4 2022 | 7 |
Private Advisor Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
JB Capital LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
LAZARD ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 6 | 1 | 0.00% | 0.05% | 0.25% | Q2 2020 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
683 Capital Management, LLC | 4 | 4 | 0.04% | 0.42% | 0.82% | Q4 2021 | Q3 2022 | 7 |
MBM Wealth Consultants, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 7 |
ING GROEP NV | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 7 |
HSBC HOLDINGS PLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Summit Trail Advisors, LLC | 7 | 7 | 0.07% | 0.12% | 0.15% | Q2 2020 | Q4 2021 | 7 |
Your Advocates Ltd., LLP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Selective Wealth Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 7 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 3 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 7 |
Vestcor Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Delos Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.76% | 1.34% | Q2 2021 | Q3 2022 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.16% | 0.46% | Q2 2020 | Q1 2023 | 6 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2021 | 6 |
Centerpoint Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Mutual Advisors, LLC | 5 | 1 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 6 |
FIRST MIDWEST BANK TRUST DIVISION | 6 | 6 | 0.04% | 0.04% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
XR Securities LLC | 3 | 1 | 0.00% | 0.29% | 1.68% | Q2 2020 | Q2 2022 | 6 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 6 |
WADDELL & ASSOCIATES, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 6 |
DEUTSCHE BANK AG\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
Alberta Investment Management Corp | 4 | 2 | 0.07% | 0.24% | 0.58% | Q3 2020 | Q3 2022 | 6 |
Merit Financial Group, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 5 |
CENTRAL TRUST Co | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 5 |
Psagot Value Holdings Ltd. / (Israel) | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Tarbox Family Office, Inc. | 5 | 5 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q4 2021 | 5 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.08% | 0.12% | 0.17% | Q3 2020 | Q4 2023 | 5 |
Financial Gravity Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MADDEN SECURITIES Corp | 5 | 5 | 0.33% | 1.24% | 2.85% | Q3 2022 | Q3 2023 | 5 |
SG3 Management, LLC | 4 | 4 | 0.04% | 0.13% | 0.30% | Q1 2022 | Q4 2022 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Marathon Trading Investment Management LLC | 4 | 1 | 0.02% | 0.04% | 0.11% | Q1 2022 | Q3 2023 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.08% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.12% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Hayden Royal, LLC | 3 | 2 | 0.19% | 0.30% | 0.60% | Q2 2020 | Q3 2021 | 5 |
First PREMIER Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q1 2021 | 5 |
Savior LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.10% | 0.18% | 0.23% | Q1 2020 | Q1 2021 | 5 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q1 2023 | 5 |
Evolution Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Snowden Capital Advisors LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
HCR Wealth Advisors | 4 | 4 | 0.46% | 0.48% | 0.49% | Q1 2021 | Q4 2021 | 4 |
HOWE & RUSLING INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q2 2021 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Caption Management, LLC | 3 | 1 | 0.09% | 0.15% | 0.27% | Q1 2021 | Q1 2022 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Foster Victor Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.02% | 0.08% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Draper Asset Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Brevan Howard Capital Management LP | 2 | 1 | 0.01% | 0.69% | 2.05% | Q3 2021 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.17% | 0.35% | Q2 2021 | Q1 2023 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q4 2020 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 4 |
Summit Financial Strategies, Inc. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q1 2023 | 4 |
Centiva Capital, LP | 3 | 3 | 0.04% | 0.06% | 0.12% | Q3 2022 | Q1 2023 | 4 |
Traynor Capital Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Western Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 4 |
MANCHESTER FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Human Investing LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
GW HENSSLER & ASSOCIATES LTD | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
PRUDENTIAL PLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 4 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
CREDIT AGRICOLE S A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Capital Markets Trading UK LLP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Kovack Advisors, Inc. | 3 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
UNITED MARITIME CAPITAL LLC | 3 | 3 | 0.32% | 0.36% | 0.40% | Q4 2020 | Q2 2021 | 3 |
St. Johns Investment Management Company, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q4 2021 | 3 |
CLEAR STREET MARKETS LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Atom Investors LP | 2 | 1 | 0.01% | 0.81% | 1.68% | Q3 2021 | Q4 2022 | 3 |
Bluefin Trading, LLC | 1 | 1 | 0.05% | 0.23% | 0.32% | Q2 2020 | Q2 2020 | 3 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.01% | 0.05% | 0.15% | Q3 2020 | Q1 2021 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.03% | 0.15% | 0.39% | Q1 2022 | Q4 2022 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 0.41% | 0.43% | 0.45% | Q2 2021 | Q4 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.06% | 0.13% | Q2 2022 | Q4 2022 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
FORMULA GROWTH LTD | 3 | 3 | 0.14% | 0.18% | 0.24% | Q4 2022 | Q2 2023 | 3 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.22% | 2.92% | 7.62% | Q2 2020 | Q3 2023 | 3 |
Rye Brook Capital LLC | 3 | 3 | 0.57% | 1.23% | 1.96% | Q4 2021 | Q2 2022 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.07% | 0.11% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2020 | 3 |
Bramshill Investments, LLC | 2 | 1 | 0.28% | 0.47% | 0.74% | Q3 2022 | Q2 2023 | 3 |
NEW YORK STATE COMMON RETIREMENT FUND | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.07% | 0.16% | Q2 2023 | Q3 2023 | 3 |
Arlington Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.01% | 0.10% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Cavalier Investments, LLC | 3 | 3 | 1.31% | 1.44% | 1.54% | Q2 2021 | Q4 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.15% | 0.29% | Q3 2021 | Q2 2023 | 2 |
QVR LLC | 2 | 2 | 0.60% | 0.80% | 1.00% | Q2 2020 | Q3 2020 | 2 |
Cheviot Value Management, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2022 | Q3 2022 | 2 |
Windsor Creek Advisors, LLC | 2 | 2 | 0.26% | 0.58% | 0.91% | Q2 2020 | Q3 2020 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.01% | 0.25% | 0.48% | Q2 2021 | Q3 2021 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Compass Rose Asset Management, LP | 2 | 2 | 4.35% | 10.51% | 16.67% | Q1 2023 | Q2 2023 | 2 |
Vanguard Capital Wealth Advisors | 2 | 2 | 0.24% | 0.26% | 0.28% | Q4 2022 | Q1 2023 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
CAXTON CORP | 2 | 2 | 21.30% | 29.73% | 38.16% | Q2 2022 | Q3 2022 | 2 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Concentrum Wealth Management | 1 | 1 | 0.00% | 2.57% | 5.14% | Q2 2020 | Q2 2020 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bison Wealth, LLC | 1 | 1 | 0.02% | 0.07% | 0.13% | Q4 2021 | Q4 2021 | 2 |
Jump Financial, LLC | 2 | 2 | 0.05% | 0.11% | 0.18% | Q3 2021 | Q4 2021 | 2 |
Integrated Investment Consultants, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q2 2020 | 2 |
Anson Funds Management LP | 1 | 1 | 0.30% | 1.60% | 2.90% | Q2 2020 | Q2 2022 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2022 | Q3 2022 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.62% | 1.95% | 3.27% | Q1 2022 | Q3 2022 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.05% | 0.10% | 0.16% | Q1 2022 | Q2 2022 | 2 |
Fosun International Ltd | 2 | 2 | 0.18% | 0.22% | 0.26% | Q2 2020 | Q3 2020 | 2 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Covalent Partners LLC | 2 | 2 | 7.02% | 8.81% | 10.60% | Q4 2021 | Q1 2022 | 2 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SNS Financial Group, LLC | 1 | 1 | 0.06% | 0.32% | 0.58% | Q4 2021 | Q4 2021 | 2 |
Ibex Investors LLC | 2 | 2 | 0.26% | 0.53% | 0.81% | Q3 2022 | Q4 2022 | 2 |
Clear Harbor Asset Management, LLC | 2 | 2 | 0.04% | 0.10% | 0.15% | Q2 2022 | Q3 2022 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
Trek Financial, LLC | 1 | 1 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Strategic Wealth Investment Group, LLC | 2 | 2 | 0.58% | 0.59% | 0.60% | Q2 2020 | Q3 2020 | 2 |
MSD Partners, L.P. | 2 | 2 | 0.37% | 0.47% | 0.57% | Q4 2021 | Q1 2022 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Global Endowment Management, LP | 1 | 1 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 2 |
GeoSphere Capital Management, LLC | 2 | 2 | 3.14% | 3.22% | 3.30% | Q4 2022 | Q1 2023 | 2 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Black Maple Capital Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 2 |
Mandatum Life Insurance Co Ltd | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
SoftVest Advisors, LLC | 2 | 2 | 0.65% | 0.69% | 0.73% | Q2 2020 | Q3 2020 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.14% | 1.25% | 2.36% | Q2 2022 | Q2 2022 | 2 |
CenterStar Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Golden State Equity Partners | 2 | 2 | 0.19% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.19% | 0.23% | 0.26% | Q2 2020 | Q3 2020 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.03% | 0.10% | 0.16% | Q1 2023 | Q3 2023 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 1.08% | 2.18% | 3.29% | Q2 2020 | Q2 2020 | 2 |
Knollwood Investment Advisory, LLC | 2 | 2 | 0.50% | 0.78% | 1.07% | Q4 2022 | Q1 2023 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
KLK CAPITAL MANAGEMENT LLC | 1 | 1 | 0.44% | 0.60% | 0.76% | Q1 2022 | Q3 2022 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Gramercy Funds Management LLC | 2 | 2 | 13.52% | 15.33% | 17.14% | Q1 2021 | Q2 2021 | 2 |
CPWM, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 2 |
Proficio Capital Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2022 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2020 | 2 |
Energy Opportunities Capital Management, LLC | 2 | 2 | 1.04% | 1.30% | 1.56% | Q1 2022 | Q2 2022 | 2 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Crestone Asset Management LLC | 2 | 2 | 0.86% | 1.07% | 1.28% | Q1 2022 | Q2 2022 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.13% | 0.13% | Q2 2022 | Q3 2023 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.05% | 0.11% | 0.18% | Q3 2022 | Q1 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 2 |
Connacht Asset Management LP | 2 | 2 | 0.30% | 2.83% | 5.37% | Q4 2022 | Q1 2023 | 2 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.08% | 0.16% | 0.24% | Q3 2022 | Q3 2022 | 2 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.19% | 0.20% | 0.21% | Q1 2021 | Q3 2021 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2021 | Q3 2022 | 2 |
MILESTONE WEALTH, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
EHP Funds Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Evermore Global Advisors, LLC | 1 | 1 | 6.91% | 6.91% | 6.91% | Q2 2020 | Q2 2020 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 2.88% | 2.88% | 2.88% | Q2 2020 | Q2 2020 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2021 | Q3 2021 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WASHBURN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2022 | Q1 2022 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2020 | Q4 2020 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2022 | Q4 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Shay Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2020 | Q4 2020 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Covestor Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Abacus Wealth Partners, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2022 | Q1 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 5.28% | 5.28% | 5.28% | Q1 2022 | Q1 2022 | 1 |
ANGELO GORDON & CO., L.P. | 1 | 1 | 10.09% | 10.09% | 10.09% | Q2 2021 | Q2 2021 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 2.13% | 2.13% | 2.13% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Praetorian PR LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Wedmont Private Capital | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2022 | Q1 2022 | 1 |
BANK HAPOALIM BM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LMR Partners LLP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Sourcerock Group LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2022 | Q3 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2020 | Q2 2020 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HWG Holdings LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Atlas Financial Advisors, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2022 | Q1 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Axel Capital Management, LLC | 1 | 1 | 5.64% | 5.64% | 5.64% | Q1 2022 | Q1 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q1 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Investment Advisory Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2021 | Q1 2021 | 1 |
1776 Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
StoneX Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Hidden Lake Asset Management LP | 1 | 1 | 14.39% | 14.39% | 14.39% | Q1 2023 | Q1 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Apella Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2020 | Q4 2020 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Deer Park Road Corp | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PFG Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Vantage Financial Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PRIO WEALTH LIMITED PARTNERSHIP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Selway Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Ursa Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Verdad Advisers, LP | 1 | 1 | 7.60% | 7.60% | 7.60% | Q3 2021 | Q3 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
One River Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own UNITED STS OIL FD LP or have owned UNITED STS OIL FD LP in the past.