Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 75 |
Walleye Trading LLC | 22 | 22 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q3 2019 | 58 |
CITIGROUP INC | 27 | 27 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q4 2019 | 53 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 44 |
PEAK6 Group LLC | 14 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2018 | 39 |
BARCLAYS PLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 39 |
Cutler Group LLC / CA | 11 | 4 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2019 | 36 |
WOLVERINE TRADING, LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 36 |
BANK OF AMERICA CORP /DE/ | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 35 |
BAMCO INC /NY/ | 32 | 32 | 0.20% | 0.47% | 0.82% | Q2 2013 | Q1 2021 | 32 |
DEUTSCHE BANK AG\ | 26 | 26 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2019 | 32 |
Spot Trading L.L.C | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2016 | 28 |
CREDIT SUISSE AG/ | 28 | 28 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q4 2019 | 28 |
BANK OF MONTREAL /CAN/ | 27 | 27 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2019 | 28 |
WELLS FARGO & COMPANY/MN | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 28 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
ROYAL BANK OF CANADA | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Parallax Volatility Advisers, L.P. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2019 | 27 |
JPMORGAN CHASE & CO | 27 | 27 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Markel Corporation | 27 | 27 | 0.02% | 0.27% | 0.54% | Q2 2013 | Q4 2019 | 27 |
MORGAN STANLEY | 27 | 27 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Sandy Spring Bank | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Invesco Ltd. | 27 | 27 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q4 2019 | 27 |
BROWN ADVISORY INC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
GOLDMAN SACHS GROUP INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 27 |
AMERIPRISE FINANCIAL INC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 27 | 27 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
UBS Group AG | 21 | 21 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2019 | 26 |
Creative Planning | 18 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 26 |
FMR LLC | 25 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 26 |
GEODE CAPITAL MANAGEMENT, LLC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 26 |
AMERICAN FINANCIAL GROUP INC | 25 | 25 | 0.21% | 1.28% | 2.12% | Q3 2013 | Q3 2019 | 25 |
ASHFORD CAPITAL MANAGEMENT INC | 16 | 9 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q4 2019 | 25 |
WHITTIER TRUST CO | 25 | 25 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q4 2019 | 25 |
GARRISON BRADFORD & ASSOCIATES INC | 25 | 25 | 0.15% | 0.33% | 0.86% | Q3 2013 | Q3 2019 | 25 |
Legal & General Group Plc | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 25 |
SOL Capital Management CO | 25 | 25 | 0.17% | 0.90% | 1.55% | Q3 2013 | Q3 2019 | 25 |
Partners Group Holding AG | 16 | 9 | 0.57% | 1.77% | 3.52% | Q2 2013 | Q3 2019 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 25 |
OPPENHEIMER & CO INC | 23 | 1 | 0.02% | 0.08% | 0.23% | Q4 2013 | Q4 2019 | 24 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 24 |
Focused Wealth Management, Inc | 24 | 24 | 0.01% | 0.10% | 0.24% | Q1 2014 | Q4 2019 | 24 |
IFP Advisors, Inc | 14 | 8 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q2 2021 | 22 |
Bank of New York Mellon Corp | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 22 |
STIFEL FINANCIAL CORP | 18 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2019 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2019 | 22 |
WHITTIER TRUST CO OF NEVADA INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2018 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2018 | 21 |
Robeco Institutional Asset Management B.V. | 11 | 3 | 0.02% | 0.13% | 0.38% | Q2 2013 | Q4 2019 | 21 |
Texas Yale Capital Corp. | 21 | 21 | 0.07% | 0.14% | 0.20% | Q4 2014 | Q4 2019 | 21 |
M&T BANK CORP | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 20 |
Highlander Capital Management, LLC | 17 | 3 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2019 | 20 |
HSBC HOLDINGS PLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q4 2019 | 20 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2019 | 20 |
Artemis Investment Management LLP | 20 | 20 | 0.26% | 0.77% | 1.52% | Q1 2015 | Q4 2019 | 20 |
PINNACLE ASSOCIATES LTD | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 20 |
North Star Investment Management Corp. | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2019 | 19 |
BNP PARIBAS FINANCIAL MARKETS | 19 | 19 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2019 | 19 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 3 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2019 | 19 |
THOMPSON SIEGEL & WALMSLEY LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 19 |
Hawkins Capital L.P. | 19 | 19 | 3.29% | 6.22% | 12.09% | Q2 2013 | Q4 2017 | 19 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 19 |
Algebris Investments (UK) LLP | 16 | 16 | 0.17% | 2.80% | 8.60% | Q2 2013 | Q1 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 18 | 18 | 0.06% | 0.21% | 0.31% | Q3 2015 | Q4 2019 | 18 |
FIRST MANHATTAN CO. LLC. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 18 |
ROYCE & ASSOCIATES LP | 18 | 18 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q4 2019 | 18 |
Private Wealth Partners, LLC | 11 | 1 | 0.05% | 0.20% | 0.46% | Q2 2013 | Q4 2019 | 18 |
Janney Montgomery Scott LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2019 | 18 |
Burt Wealth Advisors | 18 | 18 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2019 | 18 |
Skandinaviska Enskilda Banken AB (publ) | 17 | 17 | 0.07% | 0.11% | 0.17% | Q4 2015 | Q4 2019 | 17 |
CACTI ASSET MANAGEMENT LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2021 | 17 |
ALPS ADVISORS INC | 13 | 4 | 0.00% | 0.05% | 0.14% | Q1 2015 | Q4 2019 | 17 |
PineBridge Investments, L.P. | 17 | 17 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q4 2018 | 17 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2019 | 17 |
E&G Advisors, LP | 9 | 8 | 0.11% | 0.33% | 0.71% | Q4 2013 | Q3 2019 | 17 |
HONEYWELL INTERNATIONAL INC | 16 | 16 | 0.21% | 0.39% | 0.72% | Q3 2013 | Q2 2017 | 16 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2019 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 1 | 0.01% | 0.05% | 0.12% | Q4 2012 | Q3 2019 | 16 |
Raymond James Financial Services Advisors, Inc. | 12 | 4 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 16 |
BALDWIN BROTHERS LLC/MA | 16 | 16 | 0.01% | 0.05% | 0.07% | Q1 2016 | Q4 2019 | 16 |
MILLER VALUE PARTNERS, LLC | 16 | 16 | 0.05% | 0.31% | 0.66% | Q1 2016 | Q4 2019 | 16 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
Cambridge Investment Research Advisors, Inc. | 12 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 16 |
CARRET ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.05% | 0.08% | Q1 2016 | Q4 2019 | 16 |
Allianz Asset Management GmbH | 11 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 15 |
Sterling Capital Management LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2017 | 15 |
Coronation Fund Managers Ltd. | 15 | 15 | 0.08% | 0.56% | 0.74% | Q2 2016 | Q4 2019 | 15 |
Brown Advisory Securities, LLC | 10 | 5 | 0.09% | 0.15% | 0.23% | Q2 2013 | Q3 2018 | 15 |
Cetera Advisor Networks LLC | 5 | 2 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
HighTower Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2019 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 14 |
TANAKA CAPITAL MANAGEMENT INC | 14 | 14 | 1.18% | 2.47% | 4.03% | Q2 2020 | Q3 2023 | 14 |
ING GROEP NV | 9 | 1 | 0.04% | 0.11% | 0.34% | Q2 2014 | Q4 2019 | 14 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q4 2019 | 14 |
Veritable, L.P. | 12 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2019 | 14 |
MCKINLEY CAPITAL MANAGEMENT LLC | 14 | 14 | 0.05% | 0.13% | 0.33% | Q3 2016 | Q4 2019 | 14 |
ENDEAVOUR CAPITAL ADVISORS INC | 9 | 1 | 0.06% | 0.42% | 1.50% | Q3 2013 | Q4 2019 | 13 |
Advisory Services Network, LLC | 11 | 2 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2019 | 13 |
FRED ALGER MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.18% | 0.50% | Q2 2013 | Q3 2019 | 13 |
CENTRAL BANK & TRUST CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 13 |
CLINTON GROUP INC | 5 | 2 | 0.02% | 0.15% | 0.39% | Q3 2014 | Q2 2018 | 13 |
Neuberger Berman Group LLC | 8 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2019 | 13 |
Algebris (UK) Ltd | 8 | 1 | 0.56% | 3.45% | 9.12% | Q2 2017 | Q3 2019 | 12 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 12 |
Financial Architects, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
QCI ASSET MANAGEMENT INC/NY | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 12 |
Verde Servicos Internacionais S.A. | 12 | 12 | 0.35% | 0.70% | 1.75% | Q4 2015 | Q3 2018 | 12 |
KCM INVESTMENT ADVISORS LLC | 12 | 12 | 0.01% | 0.11% | 0.21% | Q1 2014 | Q4 2016 | 12 |
BESSEMER GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 12 |
Wealthspire Advisors, L.P. | 7 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2019 | 12 |
SYNOVUS FINANCIAL CORP | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2019 | 12 |
Pinnacle Holdings, LLC | 12 | 12 | 0.04% | 0.07% | 0.13% | Q4 2017 | Q3 2020 | 12 |
NN Investment Partners Holdings N.V. | 12 | 12 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q4 2018 | 12 |
Edgemoor Investment Advisors, Inc. | 9 | 1 | 0.04% | 0.70% | 1.26% | Q2 2013 | Q1 2019 | 12 |
AUGUSTINE ASSET MANAGEMENT INC | 12 | 12 | 0.74% | 0.94% | 1.18% | Q4 2016 | Q3 2019 | 12 |
CWM, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
PEAK6 Investments LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 12 |
LGT CAPITAL PARTNERS LTD. | 12 | 12 | 0.43% | 0.67% | 0.94% | Q1 2017 | Q4 2019 | 12 |
SALEM INVESTMENT COUNSELORS INC | 11 | 1 | 0.00% | 0.09% | 0.16% | Q2 2013 | Q3 2017 | 12 |
Coastal Bridge Advisors, LLC | 11 | 11 | 0.34% | 0.67% | 0.88% | Q2 2017 | Q4 2019 | 11 |
INVESTOR AB | 6 | 5 | 0.02% | 0.10% | 0.21% | Q1 2014 | Q1 2018 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q4 2019 | 11 |
Fiduciary Trust Co International of Pennsylvania | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 11 |
Philadelphia Financial Management of San Francisco, LLC | 11 | 11 | 0.73% | 1.98% | 2.53% | Q2 2017 | Q4 2019 | 11 |
GLENMEDE TRUST CO NA | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 11 |
BigSur Wealth Management LLC | 8 | 2 | 0.14% | 0.20% | 0.28% | Q4 2016 | Q3 2019 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10 | 10 | 0.04% | 0.06% | 0.12% | Q3 2017 | Q4 2019 | 10 |
DIVIDEND ASSETS CAPITAL, LLC | 10 | 10 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q4 2019 | 10 |
Bramshill Investments, LLC | 10 | 10 | 0.33% | 1.33% | 3.19% | Q2 2017 | Q3 2019 | 10 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2019 | 10 |
BECK MACK & OLIVER LLC | 10 | 10 | 0.01% | 0.24% | 1.00% | Q2 2014 | Q3 2016 | 10 |
PUTNAM INVESTMENTS LLC | 10 | 10 | 0.02% | 0.12% | 0.31% | Q3 2013 | Q4 2015 | 10 |
HOWE & RUSLING INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
Penserra Capital Management LLC | 8 | 2 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q4 2019 | 10 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Stelac Advisory Services LLC | 10 | 10 | 0.04% | 0.14% | 0.42% | Q3 2017 | Q4 2019 | 10 |
Gator Capital Management, LLC | 5 | 5 | 1.37% | 2.05% | 3.37% | Q4 2014 | Q4 2018 | 10 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 9 |
Alkeon Capital Management | 9 | 9 | 0.10% | 0.34% | 0.48% | Q4 2017 | Q4 2019 | 9 |
Wealthcare Advisory Partners LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2019 | 9 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.01% | 0.25% | 0.78% | Q2 2013 | Q2 2019 | 9 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2016 | 9 |
Perigon Wealth Management, LLC | 6 | 3 | 0.00% | 0.37% | 0.68% | Q1 2015 | Q3 2017 | 9 |
McGowan Group Asset Management, Inc. | 9 | 9 | 1.04% | 1.37% | 1.71% | Q3 2017 | Q3 2019 | 9 |
DnB Asset Management AS | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q3 2019 | 9 |
Personal Capital Advisors Corp | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 9 |
MACQUARIE GROUP LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 9 |
Red Rocks Capital LLC | 9 | 9 | 8.10% | 15.64% | 18.64% | Q2 2013 | Q2 2015 | 9 |
Prospera Financial Services Inc | 6 | 3 | 0.04% | 0.19% | 0.49% | Q3 2017 | Q4 2019 | 9 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
P.A.W. CAPITAL CORP | 9 | 9 | 0.45% | 0.58% | 0.78% | Q2 2017 | Q2 2019 | 9 |
J.P. Marvel Investment Advisors, LLC | 9 | 9 | 0.22% | 0.27% | 0.32% | Q2 2013 | Q2 2015 | 9 |
Valeo Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Slow Capital, Inc. | 8 | 8 | 0.68% | 0.79% | 0.94% | Q4 2017 | Q3 2019 | 8 |
ICONIQ Capital, LLC | 8 | 8 | 0.05% | 0.07% | 0.10% | Q1 2016 | Q4 2017 | 8 |
BLAIR WILLIAM & CO/IL | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2016 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 2 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2019 | 8 |
SeaCrest Wealth Management, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q3 2019 | 8 |
Steward Partners Investment Advisory, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2019 | 8 |
American Portfolios Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 8 |
AMERICAN NATIONAL INSURANCE CO | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q3 2016 | 8 |
SIT INVESTMENT ASSOCIATES INC | 7 | 1 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q3 2020 | 8 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 8 | 8 | 0.12% | 0.14% | 0.19% | Q3 2015 | Q2 2017 | 8 |
Smith Affiliated Capital Corp. | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2017 | 8 |
VNBTrust, National Association | 8 | 8 | 0.14% | 0.54% | 1.18% | Q2 2013 | Q1 2015 | 8 |
JAMES INVESTMENT RESEARCH INC | 8 | 8 | 0.00% | 0.04% | 0.12% | Q2 2017 | Q1 2019 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
D.A. DAVIDSON & CO. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2019 | 8 |
CAPTRUST FINANCIAL ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2019 | 7 |
Airain ltd | 2 | 1 | 0.01% | 0.06% | 0.20% | Q1 2014 | Q1 2017 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Swift Run Capital | 7 | 7 | 1.17% | 2.52% | 4.14% | Q4 2013 | Q2 2015 | 7 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q4 2019 | 7 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2018 | 7 |
Hudock, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 7 |
VOYA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 7 |
TORONTO DOMINION BANK | 4 | 3 | 0.02% | 0.04% | 0.06% | Q1 2013 | Q4 2015 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Alyeska Investment Group, L.P. | 7 | 7 | 0.04% | 0.20% | 0.44% | Q2 2013 | Q4 2014 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q1 2020 | 7 |
Palo Capital, Inc. | 3 | 2 | 0.06% | 0.10% | 0.13% | Q2 2016 | Q2 2018 | 7 |
Beech Hill Advisors, Inc. | 7 | 7 | 1.97% | 2.20% | 2.74% | Q2 2013 | Q4 2014 | 7 |
HUNTINGTON NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Allen Investment Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2019 | 7 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.00% | 0.11% | 0.27% | Q4 2014 | Q2 2016 | 7 |
B. Riley Wealth Advisors, Inc. | 4 | 2 | 0.03% | 0.05% | 0.06% | Q1 2016 | Q4 2019 | 6 |
RAMSEY ASSET MANAGEMENT | 6 | 6 | 2.34% | 2.92% | 3.51% | Q3 2013 | Q4 2014 | 6 |
NATIXIS | 6 | 6 | 0.02% | 0.13% | 0.37% | Q2 2018 | Q3 2019 | 6 |
COMMONWEALTH BANK OF AUSTRALIA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Patten Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
FEDERATED HERMES, INC. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 6 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 6 | 6 | 0.04% | 0.08% | 0.13% | Q4 2013 | Q1 2015 | 6 |
COLONY GROUP LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2020 | 6 |
FIRST TRUST ADVISORS LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 6 |
Private Advisor Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2019 | 6 |
WFG Advisors, LP | 4 | 2 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q2 2017 | 6 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2017 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 2 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2019 | 6 |
WealthTrust-Arizona, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2018 | 6 |
SG3 Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q4 2019 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
FRANKLIN STREET ADVISORS INC /NC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
SEI INVESTMENTS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
SUNTRUST BANKS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 6 |
MARSHALL WACE, LLP | 4 | 2 | 0.05% | 0.28% | 0.52% | Q1 2015 | Q4 2018 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Blume Capital Management, Inc. | 6 | 6 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q4 2016 | 6 |
Glacier Peak Capital LLC | 3 | 1 | 0.16% | 0.76% | 1.75% | Q4 2016 | Q2 2019 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Okumus Fund Management Ltd. | 6 | 6 | 4.61% | 12.89% | 19.46% | Q4 2015 | Q1 2017 | 6 |
Advisors Asset Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Harvest Capital Strategies LLC | 5 | 5 | 1.74% | 2.13% | 3.19% | Q4 2017 | Q4 2018 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.01% | 0.04% | 0.15% | Q1 2017 | Q1 2018 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q4 2015 | 5 |
Coronation Asset Management (Pty) Ltd. | 5 | 5 | 0.43% | 0.55% | 0.70% | Q1 2015 | Q1 2016 | 5 |
SEI TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
HENNESSY ADVISORS INC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q1 2018 | Q1 2019 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2016 | 5 |
Kovack Advisors, Inc. | 3 | 2 | 0.04% | 0.06% | 0.07% | Q3 2017 | Q4 2019 | 5 |
Transform Wealth, LLC | 5 | 5 | 0.11% | 0.30% | 0.46% | Q4 2017 | Q4 2018 | 5 |
Live Your Vision, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2014 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
D'Orazio & Associates, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
JOYN Advisors, Inc. | 4 | 1 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2019 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.31% | 0.50% | 1.16% | Q4 2016 | Q4 2017 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q4 2014 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q1 2015 | Q1 2017 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Sargent Investment Group, LLC | 5 | 5 | 3.34% | 4.18% | 5.52% | Q4 2018 | Q4 2019 | 5 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 4 |
K.J. Harrison & Partners Inc | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2015 | Q4 2015 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q4 2013 | Q3 2014 | 4 |
ProVise Management Group, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q3 2015 | 4 |
Perkins Investment Management, LLC | 4 | 4 | 0.15% | 0.42% | 0.60% | Q1 2014 | Q4 2014 | 4 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 4 |
I.G. INVESTMENT MANAGEMENT, LTD. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Quotient Investors, LLC | 4 | 4 | 0.06% | 0.23% | 0.40% | Q2 2013 | Q1 2014 | 4 |
NAVELLIER & ASSOCIATES INC | 3 | 1 | 0.04% | 0.11% | 0.14% | Q3 2017 | Q4 2019 | 4 |
Grey Owl Capital Management, LLC | 4 | 4 | 3.84% | 7.19% | 9.37% | Q4 2013 | Q3 2014 | 4 |
LANSDOWNE PARTNERS LIMITED PARTNERSHIP | 4 | 4 | 0.25% | 0.29% | 0.37% | Q2 2013 | Q1 2014 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.29% | 0.74% | 1.18% | Q4 2013 | Q3 2017 | 4 |
Sterneck Capital Management, LLC | 4 | 4 | 0.23% | 0.28% | 0.33% | Q1 2019 | Q4 2019 | 4 |
Cornerstone Wealth Group, LLC | 4 | 4 | 0.35% | 0.72% | 0.98% | Q1 2019 | Q4 2019 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Stumpf Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
TRILOGY GLOBAL ADVISORS LP | 4 | 4 | 0.48% | 0.52% | 0.53% | Q4 2015 | Q3 2016 | 4 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2019 | 4 |
EnTrust Global Partners Offshore LP | 4 | 4 | 0.74% | 0.86% | 0.94% | Q4 2017 | Q3 2018 | 4 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2013 | 4 |
TFS CAPITAL LLC | 2 | 2 | 0.03% | 0.08% | 0.17% | Q2 2013 | Q2 2014 | 4 |
CIBC WORLD MARKETS CORP | 4 | 4 | 0.12% | 0.19% | 0.24% | Q1 2022 | Q4 2022 | 4 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q1 2018 | 3 |
JUPITER ASSET MANAGEMENT LTD | 3 | 3 | 0.07% | 0.16% | 0.26% | Q4 2013 | Q2 2014 | 3 |
LOEB PARTNERS CORP | 2 | 1 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q1 2019 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.16% | 0.20% | 0.24% | Q3 2017 | Q1 2018 | 3 |
Stockman Wealth Management, Inc. | 3 | 3 | 0.08% | 0.19% | 0.26% | Q1 2019 | Q3 2019 | 3 |
MEYER HANDELMAN CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q1 2014 | 3 |
Vantage Investment Partners, LLC | 3 | 3 | 0.14% | 0.74% | 1.21% | Q1 2016 | Q3 2016 | 3 |
GAM SYSTEMATIC LLP | 3 | 3 | 0.07% | 0.10% | 0.13% | Q1 2017 | Q3 2017 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
KOCH INDUSTRIES INC | 2 | 1 | 0.04% | 0.16% | 0.38% | Q4 2016 | Q1 2018 | 3 |
TSFG, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.08% | 0.12% | Q2 2015 | Q4 2017 | 3 |
Jabre Capital Partners S.A. | 2 | 1 | 0.51% | 0.98% | 1.33% | Q2 2013 | Q1 2014 | 3 |
TimesSquare Capital Management, LLC | 3 | 3 | 0.34% | 0.37% | 0.39% | Q2 2013 | Q4 2013 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Segment Wealth Management, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q3 2017 | Q1 2018 | 3 |
NumerixS Investment Technologies Inc | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2015 | Q4 2015 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q4 2019 | 3 |
JRM Investment Counsel, LLC | 3 | 3 | 0.77% | 0.79% | 0.83% | Q4 2014 | Q2 2015 | 3 |
Westend Capital Management, LLC | 3 | 3 | 0.31% | 0.35% | 0.40% | Q1 2015 | Q3 2015 | 3 |
Findlay Park Partners LLP | 3 | 3 | 0.11% | 0.28% | 0.45% | Q3 2013 | Q1 2014 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2017 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2019 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
MARK ASSET MANAGEMENT LP | 2 | 1 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q2 2015 | 3 |
GUGGENHEIM CAPITAL LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q1 2016 | 3 |
FJ Capital Management LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2019 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Mirae Asset Global Investments Co., Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 3 |
Caption Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.04% | Q3 2018 | Q3 2019 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
DEERE & CO | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q4 2015 | 3 |
Moors & Cabot, Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 3 |
Mizuho Trust & Banking Co., Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 3 | 3 | 1.39% | 4.56% | 10.14% | Q2 2015 | Q4 2015 | 3 |
ELEMENT POINTE ADVISORS, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q2 2019 | Q4 2019 | 3 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2018 | 3 |
American National Registered Investment Advisor, Inc. | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2014 | Q2 2015 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Tranquility Partners, LLC | 3 | 3 | 1.81% | 2.04% | 2.19% | Q2 2019 | Q4 2019 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 3 | 3 | 1.64% | 3.81% | 5.63% | Q4 2013 | Q2 2014 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.15% | 0.26% | Q2 2015 | Q3 2017 | 3 |
ClearBridge Investments | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Cordasco Financial Network | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Mathes Company, Inc. | 3 | 3 | 0.13% | 0.54% | 1.35% | Q4 2015 | Q2 2016 | 3 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 2 |
Copper Rock Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 2 |
Spark Investment Management LLC | 1 | 1 | 0.12% | 0.18% | 0.24% | Q3 2013 | Q1 2014 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q1 2015 | 2 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.15% | 0.31% | 0.48% | Q2 2019 | Q3 2019 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q2 2017 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Salomon & Ludwin, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q1 2015 | 2 |
KEELEY ASSET MANAGEMENT CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
EnTrustPermal Management LLC | 2 | 2 | 1.10% | 1.17% | 1.23% | Q2 2017 | Q3 2017 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.19% | 0.26% | 0.32% | Q3 2015 | Q4 2015 | 2 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.09% | 0.18% | Q1 2014 | Q2 2017 | 2 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q4 2016 | 2 |
RUSSELL FRANK CO/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q2 2018 | 2 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q1 2018 | 2 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 0.06% | 0.27% | 0.48% | Q1 2017 | Q2 2017 | 2 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 2 | 2 | 1.95% | 1.98% | 2.01% | Q3 2016 | Q4 2016 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q2 2015 | 2 |
Surevest, LLC | 2 | 2 | 0.58% | 0.63% | 0.69% | Q3 2019 | Q4 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Douglass Winthrop Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Arbiter Partners Capital Management LLC | 2 | 2 | 0.14% | 0.21% | 0.28% | Q2 2019 | Q3 2019 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
MCGLINN CAPITAL MANAGEMENT INC | 1 | 1 | 0.26% | 0.48% | 0.70% | Q2 2013 | Q3 2014 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
GAM Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Edmond de Rothschild (Europe) | 2 | 2 | 0.23% | 0.24% | 0.24% | Q1 2016 | Q2 2016 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2013 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2016 | 2 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.31% | 0.42% | 0.53% | Q4 2017 | Q1 2018 | 2 |
Waratah Capital Advisors Ltd. | 2 | 2 | 0.47% | 0.65% | 0.84% | Q3 2017 | Q4 2017 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2015 | Q2 2015 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
FISHMAN JAY A LTD/MI | 2 | 2 | 0.23% | 0.28% | 0.33% | Q2 2013 | Q3 2013 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.10% | 0.12% | 0.15% | Q3 2014 | Q4 2015 | 2 |
BOSTON PROVIDENT, L.P. | 2 | 2 | 1.70% | 2.34% | 2.99% | Q2 2013 | Q3 2013 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Trafelet Capital Management, L.P. | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2016 | Q3 2016 | 2 |
Epoch Investment Partners, Inc. | 2 | 2 | 0.28% | 0.36% | 0.45% | Q2 2015 | Q3 2015 | 2 |
EJF Capital LLC | 2 | 2 | 0.15% | 0.36% | 0.57% | Q1 2014 | Q2 2014 | 2 |
Serengeti Asset Management LP | 2 | 2 | 1.08% | 1.28% | 1.48% | Q3 2018 | Q4 2018 | 2 |
Tradeworx Inc. | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2013 | Q4 2013 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.29% | 0.70% | 1.11% | Q3 2019 | Q4 2019 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Cable Hill Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
Bell Bank | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
American Trust Investment Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Invictus RG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
BANK OF THE WEST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2019 | Q3 2019 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GLG INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2014 | Q3 2014 | 1 |
Chanos & Co LP | 1 | 1 | 1.86% | 1.86% | 1.86% | Q1 2016 | Q1 2016 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2013 | Q4 2013 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MALTESE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2016 | Q2 2016 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2015 | Q3 2015 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
STATE STREET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Forward Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Vulcan Value Partners, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2019 | Q4 2019 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2017 | Q4 2017 | 1 |
Charter Oak Partners Management, L.P. | 1 | 1 | 2.00% | 2.00% | 2.00% | Q2 2013 | Q2 2013 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
First Trust Capital Management L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2016 | Q1 2016 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2019 | Q3 2019 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2013 | Q2 2013 | 1 |
Jeereddi Investments, LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2019 | Q4 2019 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Westover Capital Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Bollard Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Kendall Capital Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2013 | Q4 2013 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2017 | Q4 2017 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 1.91% | 1.91% | 1.91% | Q2 2013 | Q2 2013 | 1 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 2.73% | 2.73% | 2.73% | Q4 2016 | Q4 2016 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2014 | Q4 2014 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
WADE G W & INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2014 | Q3 2014 | 1 |
LMR Partners LLP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2019 | Q3 2019 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2014 | Q1 2014 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2019 | Q3 2019 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Platform Technology Partners | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
No Street GP LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2019 | Q4 2019 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2013 | Q4 2013 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Founders Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Maven Securities LTD | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2019 | Q3 2019 | 1 |
Standard Investments LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Dominick & Dominick LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2017 | Q2 2017 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Seawolf Capital, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2014 | Q2 2014 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Islet Management, LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Mount Lucas Management LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2015 | Q4 2015 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Wharton Business Group, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2014 | Q1 2014 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own CARLYLE GROUP L P or have owned CARLYLE GROUP L P in the past.