Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 119 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 96 |
BARCLAYS PLC | 35 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 95 |
Citadel Advisors | 29 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 92 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 84 |
Cutler Group LLC / CA | 19 | 11 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 76 |
WOLVERINE TRADING, LLC | 15 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 74 |
Adams Asset Advisors, LLC | 42 | 42 | 0.00% | 3.85% | 13.94% | Q2 2013 | Q3 2023 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 43 |
Linscomb & Williams, Inc. | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PEAK6 Group LLC | 14 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2018 | 40 |
JPMORGAN CHASE & CO | 27 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Barnett & Company, Inc. | 39 | 39 | 0.14% | 1.26% | 4.26% | Q1 2014 | Q3 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 27 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 39 |
WEDBUSH SECURITIES INC | 20 | 6 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 37 |
GROUP ONE TRADING, L.P. | 16 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 37 |
Spot Trading L.L.C | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 37 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 33 |
Gradient Investments LLC | 16 | 6 | 0.00% | 0.07% | 0.51% | Q2 2013 | Q3 2021 | 32 |
Raymond James Financial Services Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 29 |
FIFTH THIRD BANCORP | 29 | 29 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2020 | 29 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 29 | 29 | 0.02% | 0.11% | 0.27% | Q2 2013 | Q2 2020 | 29 |
SIMPLEX TRADING, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 29 |
STIFEL FINANCIAL CORP | 15 | 13 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q2 2022 | 28 |
CREDIT SUISSE AG/ | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 27 |
DEUTSCHE BANK AG\ | 22 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2020 | 26 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Walleye Trading LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 25 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 25 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 25 |
GSA CAPITAL PARTNERS LLP | 16 | 1 | 0.01% | 0.05% | 0.21% | Q3 2013 | Q3 2023 | 25 |
Springhouse Capital Management, LP | 24 | 24 | 0.26% | 1.51% | 3.59% | Q3 2017 | Q2 2023 | 24 |
Windsor Wealth Management, Inc. | 24 | 24 | 0.09% | 0.97% | 2.90% | Q4 2017 | Q3 2023 | 24 |
Renaissance Technologies | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
BESSEMER GROUP INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
IFP Advisors, Inc | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 23 |
Independent Advisor Alliance | 13 | 4 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2019 | 20 |
AMERIPRISE FINANCIAL INC | 14 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 20 |
Parallax Volatility Advisers, L.P. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 20 |
First Allied Advisory Services, Inc. | 16 | 3 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2019 | 19 |
GUGGENHEIM CAPITAL LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2017 | 19 |
BANK OF MONTREAL /CAN/ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 19 |
LINCOLN NATIONAL CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 18 |
Financial Architects, Inc | 11 | 2 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2018 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
EXANE DERIVATIVES | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 17 |
CORRADO ADVISORS, LLC | 17 | 17 | 0.05% | 2.36% | 5.60% | Q1 2013 | Q1 2017 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 1 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q3 2017 | 16 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2023 | 16 |
ALLIANCEBERNSTEIN L.P. | 9 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 16 |
D.A. DAVIDSON & CO. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 16 |
FIRST MANHATTAN CO. LLC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Commonwealth Equity Services, Inc | 7 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2017 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2016 | 15 |
West Family Investments, Inc. | 15 | 15 | 0.05% | 0.32% | 0.67% | Q2 2013 | Q4 2016 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2018 | 15 |
KNOTT DAVID M | 15 | 15 | 1.34% | 3.87% | 10.25% | Q1 2018 | Q3 2021 | 15 |
Arrow Investment Advisors, LLC | 14 | 14 | 0.06% | 0.17% | 0.31% | Q2 2013 | Q3 2016 | 14 |
First Horizon Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 14 |
FinTrust Capital Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Evermore Global Advisors, LLC | 12 | 12 | 0.71% | 16.51% | 51.40% | Q1 2020 | Q4 2022 | 14 |
TRUST CO OF VERMONT | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Texas Yale Capital Corp. | 14 | 14 | 0.01% | 0.40% | 0.73% | Q2 2013 | Q3 2016 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q1 2018 | 14 |
Old West Investment Management, LLC | 13 | 13 | 0.17% | 0.71% | 0.89% | Q2 2013 | Q2 2016 | 13 |
Plancorp, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Virtu KCG Holdings LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 13 |
Concert Wealth Management Inc. | 13 | 13 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q2 2016 | 13 |
Evercore Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2016 | 13 |
AdvisorNet Financial, Inc | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 13 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11 | 2 | 0.17% | 1.56% | 3.20% | Q2 2013 | Q4 2016 | 13 |
NewEdge Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 12 | 12 | 0.44% | 1.09% | 1.49% | Q2 2013 | Q1 2016 | 12 |
STATE STREET CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Aviance Capital Partners, LLC | 12 | 12 | 0.10% | 0.36% | 0.89% | Q2 2013 | Q1 2016 | 12 |
BROWN ADVISORY INC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Apriem Advisors | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
MCKINLEY CAPITAL MANAGEMENT LLC | 12 | 12 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 12 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q2 2023 | 11 |
DIVIDEND ASSETS CAPITAL, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q1 2016 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.00% | 0.07% | 0.16% | Q3 2014 | Q1 2017 | 11 |
Investors Research Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Geneos Wealth Management Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
Freedom Investment Management, Inc. | 8 | 3 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q4 2018 | 11 |
Caption Management, LLC | 4 | 2 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q1 2023 | 11 |
FIRST FINANCIAL CORP /IN/ | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 11 |
HOWE & RUSLING INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 11 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Advisory Services Network, LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2023 | 11 |
Family Management Corp | 11 | 11 | 0.69% | 1.20% | 2.04% | Q2 2013 | Q4 2015 | 11 |
PEAK6 Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 11 |
Knott David M Jr | 8 | 8 | 0.62% | 19.76% | 31.54% | Q4 2021 | Q3 2023 | 10 |
Stanley-Laman Group, Ltd. | 10 | 10 | 0.06% | 0.21% | 0.32% | Q4 2013 | Q1 2016 | 10 |
Column Capital Advisors, LLC | 10 | 10 | 0.07% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.00% | 0.14% | 0.38% | Q2 2013 | Q1 2018 | 10 |
HighTower Advisors, LLC | 6 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Gilman Hill Asset Management, LLC | 6 | 4 | 0.03% | 0.11% | 0.18% | Q2 2014 | Q4 2016 | 10 |
Jacobus Wealth Management, Inc. | 10 | 10 | 0.03% | 0.06% | 0.08% | Q4 2013 | Q1 2016 | 10 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 10 | 10 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q1 2017 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 5 | 1 | 0.00% | 0.17% | 0.57% | Q2 2013 | Q4 2017 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Jump Financial, LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 9 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 3 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q4 2015 | 9 |
J.W. COLE ADVISORS, INC. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
FineMark National Bank & Trust | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 9 |
Pinnacle Summer Investments, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 9 |
Investors Capital Advisory Services | 9 | 9 | 0.03% | 0.07% | 0.11% | Q1 2014 | Q1 2016 | 9 |
Danda Trouve Investment Management, Inc. | 8 | 8 | 0.04% | 0.09% | 0.16% | Q4 2019 | Q3 2021 | 8 |
SOLARIS ASSET MANAGEMENT LLC | 4 | 2 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q4 2015 | 8 |
Perigon Wealth Management, LLC | 6 | 2 | 0.01% | 0.17% | 0.48% | Q2 2014 | Q3 2016 | 8 |
WFG Advisors, LP | 7 | 1 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q1 2016 | 8 |
EDGE ASSET MANAGEMENT, INC | 8 | 8 | 0.00% | 0.14% | 0.23% | Q2 2013 | Q1 2015 | 8 |
Sumitomo Mitsui Trust Holdings, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 8 |
Kohmann Bosshard Financial Services, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q2 2021 | 8 |
Mosaic Family Wealth, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2017 | 8 |
COHEN & STEERS, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
FIRST MERCANTILE TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 8 |
Mount Yale Investment Advisors, LLC | 5 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2021 | 8 |
Vantage Investment Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2018 | 7 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2015 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Sigma Planning Corp | 7 | 7 | 0.01% | 0.05% | 0.07% | Q4 2014 | Q2 2016 | 7 |
Bienville Capital Management, LLC | 7 | 7 | 1.32% | 1.73% | 2.24% | Q1 2022 | Q3 2023 | 7 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2016 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Salient Capital Advisors, LLC | 6 | 1 | 0.02% | 0.14% | 0.21% | Q4 2014 | Q2 2018 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 1.82% | 2.36% | Q2 2013 | Q4 2014 | 7 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 7 |
ING GROEP NV | 4 | 1 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2013 | Q3 2014 | 7 |
SeaCrest Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 7 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q2 2017 | 7 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2016 | 7 |
Covestor Ltd | 7 | 7 | 0.05% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
MML INVESTORS SERVICES, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 6 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Archer Investment Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
CASTLEARK MANAGEMENT LLC | 5 | 1 | 0.02% | 0.05% | 0.06% | Q3 2013 | Q4 2015 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 6 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 6 | 6 | 1.87% | 3.56% | 5.00% | Q3 2014 | Q4 2015 | 6 |
Belvedere Trading LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q4 2022 | 6 |
KEELEY ASSET MANAGEMENT CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 6 |
Fort Point Capital Partners LLC | 6 | 6 | 0.04% | 0.09% | 0.15% | Q2 2015 | Q3 2016 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Forward Management, LLC | 4 | 2 | 0.00% | 0.04% | 0.06% | Q4 2013 | Q3 2015 | 6 |
OPPENHEIMER & CO INC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 6 |
Krilogy Financial LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2018 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.11% | 0.13% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.12% | 0.26% | Q2 2014 | Q3 2023 | 6 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 5 |
Dorsey Wright & Associates | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Hirtle Callaghan & Co LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 5 |
&PARTNERS | 5 | 5 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2015 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q1 2015 | 5 |
Rafferty Asset Management, LLC | 5 | 5 | 0.07% | 0.21% | 0.26% | Q1 2015 | Q1 2016 | 5 |
BARD ASSOCIATES INC | 5 | 5 | 0.14% | 0.16% | 0.22% | Q2 2013 | Q2 2014 | 5 |
NATIXIS | 2 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2020 | 5 |
Invesco Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 5 |
GENDELL JEFFREY L | 5 | 5 | 0.23% | 0.67% | 0.90% | Q4 2013 | Q4 2014 | 5 |
Waverly Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q3 2015 | 5 |
BARINGS LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 5 |
ALBERT D MASON INC | 5 | 5 | 0.03% | 0.14% | 0.27% | Q3 2015 | Q3 2016 | 5 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 2 | 0.01% | 0.23% | 0.63% | Q2 2013 | Q4 2015 | 5 |
Valmark Advisers, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
VAN ECK ASSOCIATES CORP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 5 |
BEACH INVESTMENT COUNSEL INC/PA | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q1 2016 | 5 |
Sound Point Capital Management, LP | 5 | 5 | 0.21% | 0.81% | 1.27% | Q1 2017 | Q1 2018 | 5 |
Fiera Capital Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 5 |
LEVITT CAPITAL MANAGEMENT LLC | 5 | 5 | 0.84% | 1.36% | 1.77% | Q2 2013 | Q2 2014 | 5 |
Pacer Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 4 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.12% | 0.39% | Q2 2013 | Q3 2019 | 4 |
McAdams Wright Ragen, Inc. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 4 |
Harvest Fund Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q3 2015 | 4 |
NATIONAL PLANNING CORP | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
O'Brien Greene & Co. Inc | 3 | 1 | 0.04% | 0.12% | 0.34% | Q2 2020 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Markel Corporation | 4 | 4 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 4 |
Global X Management CO LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Zebra Capital Management LLC | 4 | 4 | 0.15% | 0.50% | 1.05% | Q2 2013 | Q1 2014 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 0.72% | 0.99% | 1.22% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Joseph P. Lucia & Associates, LLC | 4 | 4 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q4 2019 | 4 |
Intellectus Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
OppenheimerFunds, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q4 2021 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Financial Enhancement Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 4 |
BlueCrest Capital Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 4 |
RATIONAL ADVISORS LLC | 3 | 3 | 0.02% | 0.05% | 0.08% | Q1 2013 | Q3 2013 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q2 2020 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Penbrook Management LLC | 3 | 3 | 2.08% | 2.17% | 2.32% | Q4 2013 | Q2 2014 | 3 |
Rovida Advisors Inc. | 3 | 3 | 0.76% | 2.01% | 2.80% | Q2 2016 | Q4 2016 | 3 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.25% | 0.76% | Q4 2015 | Q2 2016 | 3 |
CAXTON CORP | 3 | 3 | 0.15% | 0.34% | 0.60% | Q3 2019 | Q1 2020 | 3 |
ARS Investment Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Certified Advisory Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
RAINIER INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.11% | 0.22% | 0.31% | Q3 2015 | Q1 2016 | 3 |
Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HENNESSY ADVISORS INC | 3 | 3 | 0.12% | 0.28% | 0.57% | Q2 2013 | Q4 2013 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Coe Capital Management, LLC | 2 | 1 | 0.27% | 1.00% | 1.73% | Q4 2013 | Q1 2015 | 3 |
LUCAS CAPITAL MANAGEMENT | 2 | 1 | 0.02% | 0.09% | 0.13% | Q1 2013 | Q3 2015 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.03% | 0.10% | 0.20% | Q4 2013 | Q3 2014 | 3 |
Oasis Management Co Ltd. | 3 | 3 | 0.02% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.05% | 0.14% | Q4 2021 | Q4 2021 | 3 |
Advisor Resource Council | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q2 2016 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 3 | 0.08% | 0.17% | 0.26% | Q4 2014 | Q2 2015 | 3 |
BAHL & GAYNOR INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Bluefin Trading, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
ClearBridge Investments | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q3 2017 | Q4 2018 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2014 | Q2 2014 | 2 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2021 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 2 |
Veritable, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q2 2013 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.41% | 0.50% | 0.60% | Q2 2013 | Q3 2013 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 2 |
Hatteras Investment Partners, LP | 2 | 2 | 0.23% | 0.42% | 0.61% | Q4 2014 | Q1 2015 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q2 2015 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.05% | 0.11% | 0.16% | Q4 2015 | Q3 2016 | 2 |
TPH Asset Management, LLC | 2 | 2 | 0.06% | 0.22% | 0.38% | Q2 2014 | Q3 2014 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2014 | 2 |
SCW Capital Management, LP | 2 | 2 | 2.16% | 2.20% | 2.24% | Q4 2018 | Q1 2019 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2016 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q4 2014 | Q4 2015 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Price Jennifer C. | 2 | 2 | 3.11% | 4.59% | 6.06% | Q2 2023 | Q3 2023 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
SevenBridge Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Tahithromos, L.L.C. | 2 | 2 | 0.23% | 0.36% | 0.48% | Q1 2014 | Q2 2014 | 2 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
F/M Investments LLC | 2 | 2 | 6.68% | 7.25% | 7.83% | Q2 2023 | Q3 2023 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Center Coast Capital Advisors, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MILLER VALUE PARTNERS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
DEERE & CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2013 | Q4 2013 | 1 |
Appaloosa Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Rodgers Brothers Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Leap Investments LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
State of Wyoming | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AT Bancorp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2013 | Q1 2013 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2013 | Q3 2013 | 1 |
JS Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
SCP Investment, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2019 | Q4 2019 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2012 | Q4 2012 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Thomasville National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Harvey Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SEARLE & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q4 2012 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SILVER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2015 | Q1 2015 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MILLER HOWARD INVESTMENTS INC /NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
USCA RIA LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2014 | Q2 2014 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2013 | Q3 2013 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
External links
This page lists all the filers that currently own CALUMET SPECIALTY PRODS PTNR or have owned CALUMET SPECIALTY PRODS PTNR in the past.