Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 55 |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q1 2021 | 44 |
GOLDMAN SACHS GROUP INC | 27 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2019 | 35 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 33 |
BANK OF AMERICA CORP /DE/ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 32 |
PEAK6 Group LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2017 | 30 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2019 | 30 |
ROYAL BANK OF CANADA | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 29 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Creative Planning | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
MORGAN STANLEY | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
WELLS FARGO & COMPANY/MN | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
US BANCORP \DE\ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
JPMORGAN CHASE & CO | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
BANK OF MONTREAL /CAN/ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Texas Yale Capital Corp. | 27 | 27 | 0.00% | 0.55% | 1.40% | Q2 2013 | Q4 2019 | 27 |
BARCLAYS PLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 26 |
Tortoise Investment Management, LLC | 24 | 24 | 0.00% | 0.04% | 0.32% | Q4 2013 | Q3 2019 | 24 |
Focused Wealth Management, Inc | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2020 | 24 |
Walleye Trading LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 24 |
CREDIT SUISSE AG/ | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2018 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
DEUTSCHE BANK AG\ | 13 | 9 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2019 | 23 |
Plante Moran Financial Advisors, LLC | 22 | 22 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2018 | 22 |
IFP Advisors, Inc | 14 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 22 |
UBS Group AG | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2019 | 22 |
COMMERCE BANK | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 22 |
AMERIPRISE FINANCIAL INC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
ALBERT D MASON INC | 21 | 21 | 0.03% | 0.38% | 0.92% | Q2 2013 | Q2 2018 | 21 |
WOLVERINE TRADING, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 21 |
Huntington Steele LLC | 20 | 20 | 0.02% | 0.21% | 0.37% | Q2 2013 | Q1 2018 | 20 |
ENTERPRISE FINANCIAL SERVICES CORP | 20 | 20 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2018 | 20 |
Cetera Advisor Networks LLC | 16 | 4 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2019 | 20 |
CIBC BANK USA | 20 | 20 | 0.00% | 0.10% | 0.32% | Q1 2015 | Q4 2019 | 20 |
Advisory Services Network, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 19 |
EXANE DERIVATIVES | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
NOVARE CAPITAL MANAGEMENT LLC | 18 | 18 | 0.10% | 0.65% | 0.96% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 18 |
Global X Management CO LLC | 18 | 18 | 0.00% | 0.21% | 0.43% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
MUFG Americas Holdings Corp | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q3 2016 | 18 |
Arrow Investment Advisors, LLC | 16 | 2 | 0.09% | 0.18% | 0.32% | Q2 2013 | Q3 2018 | 18 |
GUGGENHEIM CAPITAL LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 13 | 4 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2017 | 17 |
NEXT Financial Group, Inc | 14 | 3 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q1 2019 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q4 2016 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 1 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q1 2020 | 17 |
First Allied Advisory Services, Inc. | 12 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 17 |
Financial Architects, Inc | 10 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2018 | 17 |
GROUP ONE TRADING, L.P. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 16 |
KEYBANK NATIONAL ASSOCIATION/OH | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2016 | 16 |
MONETARY MANAGEMENT GROUP INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2017 | 16 |
ALLIANCEBERNSTEIN L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 16 |
People's United Financial, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 16 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q2 2019 | 16 |
Cutler Group LLC / CA | 7 | 7 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2017 | 15 |
Raymond James Financial Services Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OppenheimerFunds, Inc. | 15 | 15 | 0.01% | 0.07% | 0.12% | Q1 2013 | Q3 2016 | 15 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
WealthTrust-Arizona, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2018 | 14 |
FIFTH THIRD BANCORP | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 14 |
Patten Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 14 |
FIRST FINANCIAL CORP /IN/ | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Estabrook Capital Management | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Private Capital Group, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
STATE STREET CORP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 14 |
HM PAYSON & CO | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2019 | 14 |
STIFEL FINANCIAL CORP | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 14 |
Brookstone Capital Management | 7 | 2 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q2 2018 | 14 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
UMB Bank, n.a. | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2019 | 14 |
Ameritas Investment Partners, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 13 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q2 2018 | 13 |
Regal Investment Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 12 |
Spot Trading L.L.C | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2016 | 12 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2018 | 12 |
BB&T SECURITIES, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2018 | 12 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 12 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 12 | 12 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 12 |
OPPENHEIMER & CO INC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 12 |
Cetera Advisors LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2018 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.06% | 0.28% | 0.37% | Q2 2013 | Q4 2015 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 11 |
Transamerica Financial Advisors, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
First Horizon Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2017 | 10 |
Waverly Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q4 2017 | 10 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10 | 10 | 0.03% | 0.14% | 0.24% | Q3 2014 | Q4 2016 | 10 |
WFG Advisors, LP | 7 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2017 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
FIRST INTERSTATE BANK | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2017 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.05% | 0.10% | 0.19% | Q2 2013 | Q3 2015 | 10 |
FAS Wealth Partners, Inc. | 6 | 4 | 0.05% | 0.13% | 0.17% | Q4 2013 | Q3 2016 | 10 |
Advocacy Wealth Management Services, LLC | 8 | 2 | 0.00% | 0.47% | 2.92% | Q2 2013 | Q3 2017 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2019 | 10 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2019 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Perigon Wealth Management, LLC | 7 | 2 | 0.05% | 0.10% | 0.13% | Q2 2014 | Q3 2016 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
NWAM LLC | 6 | 3 | 0.01% | 0.55% | 1.15% | Q1 2013 | Q1 2017 | 9 |
CENTRAL TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 9 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 9 | 9 | 0.03% | 0.36% | 0.90% | Q4 2016 | Q4 2018 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q1 2021 | 9 |
Legacy Financial Strategies, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2019 | 9 |
Sigma Planning Corp | 4 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2019 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.06% | 0.12% | 0.20% | Q4 2013 | Q3 2015 | 8 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 8 | 8 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q2 2017 | 8 |
RMB Capital Management, LLC | 8 | 8 | 0.02% | 0.07% | 0.13% | Q4 2016 | Q3 2018 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q2 2019 | 8 |
QCI ASSET MANAGEMENT INC/NY | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 8 |
Edge Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Bank of New York Mellon Corp | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2017 | 8 |
PIERSHALE FINANCIAL GROUP, INC. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 8 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 8 |
Virtu Financial LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 8 |
Jacobi Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
V Wealth Advisors LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q3 2018 | 8 |
Stratos Wealth Partners, LTD. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 8 |
Sheaff Brock Investment Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2017 | 8 |
Concert Wealth Management Inc. | 8 | 8 | 0.07% | 0.15% | 0.25% | Q4 2014 | Q3 2016 | 8 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
WealthPLAN Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 7 |
NATIONAL PLANNING CORP | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
MV CAPITAL MANAGEMENT, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 2.34% | 3.81% | Q2 2013 | Q4 2014 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
SEI INVESTMENTS CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
AEGON USA Investment Management, LLC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q1 2020 | 7 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 7 | 7 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
FineMark National Bank & Trust | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Fort Point Capital Partners LLC | 6 | 6 | 0.16% | 0.39% | 0.99% | Q4 2015 | Q1 2017 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 6 |
Hilton Capital Management, LLC | 5 | 1 | 0.00% | 0.18% | 0.24% | Q2 2013 | Q2 2018 | 6 |
Employees Retirement System of Texas | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
IHT Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2019 | 6 |
Cannell & Co. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Ancora Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 6 |
Prime Capital Investment Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 6 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2016 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.03% | 0.14% | Q4 2017 | Q1 2019 | 6 |
Janney Montgomery Scott LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Segment Wealth Management, LLC | 6 | 6 | 0.10% | 0.11% | 0.13% | Q1 2015 | Q2 2016 | 6 |
TCI Wealth Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Frontier Wealth Management LLC | 3 | 2 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q1 2017 | 5 |
KANALY TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
KLINGENSTEIN FIELDS & CO LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
TRUST CO OF VERMONT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q4 2016 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Barber Financial Group, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 5 |
FMR LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.08% | 0.09% | 0.12% | Q2 2013 | Q1 2014 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.50% | 1.20% | 1.56% | Q2 2013 | Q1 2014 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Sonora Investment Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2016 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 4 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.16% | 0.25% | 0.28% | Q4 2015 | Q3 2016 | 4 |
DEERE & CO | 2 | 1 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 4 |
MYCIO WEALTH PARTNERS, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 4 |
Rafferty Asset Management, LLC | 3 | 1 | 0.06% | 0.22% | 0.28% | Q1 2015 | Q3 2016 | 4 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2016 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.59% | 0.64% | 0.69% | Q1 2016 | Q3 2016 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 3 |
Neuberger Berman Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 3 |
LUCUS ADVISORS LLC | 2 | 1 | 0.24% | 0.29% | 0.38% | Q2 2015 | Q4 2016 | 3 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.10% | 0.13% | 0.17% | Q4 2014 | Q2 2015 | 3 |
Stanley-Laman Group, Ltd. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q3 2014 | 3 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
TAP Consulting, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 3 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q2 2016 | 2 |
Motley Fool Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.30% | 0.31% | 0.32% | Q1 2015 | Q3 2015 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
WBH ADVISORY INC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q4 2013 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BARINGS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 2 |
Omega Advisors Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Belmont Global Advisors, Inc. | 2 | 2 | 0.43% | 0.45% | 0.46% | Q2 2014 | Q3 2014 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
BOKF, NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
First PREMIER Bank | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
PRICE MICHAEL F | 1 | 1 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q1 2021 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
BlackRock Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
CLINTON GROUP INC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q4 2016 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Ranger International Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Accel Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Community Bank & Trust, Waco, Texas | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2013 | Q1 2013 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Cohanzick Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2015 | Q2 2015 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
ARGENTIERE CAPITAL AG | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2014 | Q2 2014 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2016 | Q3 2016 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
External links
This page lists all the filers that currently own FERRELLGAS PARTNERS L.P. or have owned FERRELLGAS PARTNERS L.P. in the past.