Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 20 | 11 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q3 2019 | 31 |
CREDIT AGRICOLE S A | 25 | 25 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2019 | 26 |
US BANCORP \DE\ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
BANK OF MONTREAL /CAN/ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 25 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2019 | 25 |
FIFTH THIRD BANCORP | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
CENTRAL TRUST Co | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
Calamos Advisors LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 25 |
BANK OF AMERICA CORP /DE/ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
Carroll Financial Associates, Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
REILLY FINANCIAL ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 24 |
Highlander Capital Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
FIRST MANHATTAN CO. LLC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
Zweig-DiMenna Associates LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2019 | 23 |
JPMORGAN CHASE & CO | 15 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 23 |
Capital Advisors, Ltd. LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 23 |
FMR LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 23 |
UNITED FIRE GROUP INC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 23 |
BROWN BROTHERS HARRIMAN & CO | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2019 | 23 |
Cordasco Financial Network | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 22 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 22 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2019 | 22 |
Blume Capital Management, Inc. | 17 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 22 |
JFS WEALTH ADVISORS, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2019 | 21 |
DEUTSCHE BANK AG\ | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2018 | 21 |
Benchmark Capital Advisors | 21 | 21 | 0.18% | 0.27% | 0.36% | Q4 2013 | Q4 2018 | 21 |
Cutler Capital Management, LLC | 21 | 21 | 0.12% | 0.36% | 0.61% | Q2 2013 | Q2 2018 | 21 |
FEDERATED HERMES, INC. | 11 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 21 |
SIGNATUREFD, LLC | 14 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 20 |
NOMURA HOLDINGS INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2019 | 20 |
Cranbrook Wealth Management, LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 20 |
Hudock, Inc. | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 20 |
Tradewinds Capital Management, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 20 |
LOOMIS SAYLES & CO L P | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Kistler-Tiffany Companies, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2019 | 20 |
Gradient Investments LLC | 17 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 20 |
HOURGLASS CAPITAL, LLC | 20 | 20 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q1 2018 | 20 |
Johnson Financial Group, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2019 | 20 |
Evercore Wealth Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Kazazian Asset Management, LLC | 19 | 19 | 0.23% | 0.36% | 0.46% | Q4 2014 | Q2 2019 | 19 |
People's United Financial, Inc. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2019 | 19 |
Brinker Capital Investments, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
UBS Group AG | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2019 | 19 |
Glassman Wealth Services | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Brookfield Asset Management | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q2 2017 | 18 |
HOWE & RUSLING INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2019 | 18 |
Corbenic Partners LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 18 |
Vantage Investment Advisors, LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 18 |
NEXT Financial Group, Inc | 14 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2019 | 18 |
LOEWS CORP | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Dalal Street | 17 | 17 | 18.26% | 23.31% | 27.78% | Q2 2013 | Q2 2017 | 17 |
Advisory Services Network, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2019 | 17 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 17 |
AMI INVESTMENT MANAGEMENT INC | 16 | 1 | 0.41% | 0.68% | 1.07% | Q2 2013 | Q3 2017 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2019 | 17 |
CSS LLC/IL | 7 | 1 | 0.00% | 0.30% | 2.71% | Q4 2013 | Q2 2019 | 17 |
Aquamarine Capital Management, LLC | 17 | 17 | 5.07% | 10.42% | 13.02% | Q4 2014 | Q4 2018 | 17 |
VALLEY NATIONAL ADVISERS INC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2019 | 17 |
NEW GENERATION ADVISORS, LLC | 12 | 5 | 0.67% | 3.21% | 5.21% | Q2 2012 | Q3 2016 | 17 |
IAT REINSURANCE CO LTD. | 13 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2018 | 16 |
Sonora Investment Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 16 |
ZAZOVE ASSOCIATES LLC | 14 | 2 | 0.05% | 0.54% | 0.84% | Q2 2013 | Q2 2017 | 16 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
OLD SECOND NATIONAL BANK OF AURORA | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
ARROWGRASS CAPITAL PARTNERS LLP | 11 | 5 | 0.73% | 1.93% | 4.53% | Q3 2013 | Q3 2017 | 16 |
Sandy Spring Bank | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 15 |
Versant Capital Management, Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 15 |
Parkside Financial Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 15 |
REDWOOD CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.12% | 0.17% | 0.23% | Q4 2013 | Q2 2017 | 15 |
Invesco Ltd. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Compagnie Lombard Odier SCmA | 13 | 2 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2017 | 15 |
PRICE MICHAEL F | 15 | 15 | 0.02% | 0.11% | 0.46% | Q4 2013 | Q2 2017 | 15 |
DUPONT CAPITAL MANAGEMENT CORP | 15 | 15 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Winslow, Evans & Crocker, Inc. | 15 | 15 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q2 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Geduld E E | 15 | 15 | 0.20% | 0.60% | 1.28% | Q2 2013 | Q4 2016 | 15 |
BESSEMER GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Trust Asset Management LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2018 | 14 |
TFG Asset Management GP Ltd | 8 | 1 | 0.10% | 2.10% | 8.64% | Q1 2015 | Q2 2019 | 14 |
GOLDMAN SACHS GROUP INC | 10 | 4 | 0.00% | 0.02% | 0.04% | Q1 2012 | Q3 2015 | 14 |
BRAVE ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q4 2017 | 14 |
LASRY MARC | 14 | 14 | 2.69% | 3.39% | 5.26% | Q2 2013 | Q3 2016 | 14 |
Burt Wealth Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 14 |
Hanson & Doremus Investment Management | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 14 |
Assured Investment Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 14 |
Reservoir Operations, L.P. | 14 | 14 | 0.47% | 0.68% | 0.91% | Q4 2013 | Q1 2017 | 14 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
HSBC HOLDINGS PLC | 9 | 1 | 0.00% | 0.09% | 0.14% | Q1 2012 | Q2 2017 | 13 |
HL FINANCIAL SERVICES LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q2 2017 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2019 | 13 |
NORDEA INVESTMENT MANAGEMENT AB | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2016 | 13 |
OPTIMUM INVESTMENT ADVISORS | 7 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 13 |
Barnett & Company, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 13 |
Avior Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 13 |
Bartlett & Co. LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 13 |
Patten Group, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 13 |
PIERSHALE FINANCIAL GROUP, INC. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 13 |
Alexandria Capital, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 13 |
GLENMEDE TRUST CO NA | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2019 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 12 |
EQUITEC SPECIALISTS, LLC | 5 | 1 | 0.00% | 0.30% | 1.34% | Q4 2014 | Q2 2019 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2015 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
BlackRock Investment Management, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 12 |
FRANKLIN RESOURCES INC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2016 | 12 |
CARLSON CAPITAL L P | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
MV CAPITAL MANAGEMENT, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 11 |
Jacobi Capital Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
GLG Partners LP | 11 | 11 | 0.02% | 0.03% | 0.07% | Q4 2013 | Q2 2016 | 11 |
Global Retirement Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
SOLARIS ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2018 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Taconic Capital Advisors LP | 11 | 11 | 0.35% | 0.51% | 0.69% | Q2 2013 | Q4 2015 | 11 |
WHITTIER TRUST CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 11 |
BARCLAYS PLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Courant Investment Management LLC | 11 | 11 | 5.01% | 6.81% | 8.29% | Q4 2016 | Q2 2019 | 11 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.68% | 0.98% | Q2 2013 | Q3 2015 | 11 |
Appaloosa Management | 11 | 11 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2015 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
RAYMOND JAMES & ASSOCIATES | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 11 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Knighthead Capital Management, LLC | 10 | 10 | 0.15% | 0.33% | 0.56% | Q4 2013 | Q1 2016 | 10 |
Verition Fund Management LLC | 3 | 1 | 0.05% | 0.95% | 2.76% | Q4 2013 | Q2 2019 | 10 |
Moisand Fitzgerald Tamayo, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 10 |
Capital International Investors | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Bluefin Trading, LLC | 8 | 1 | 0.02% | 0.29% | 1.30% | Q2 2013 | Q2 2019 | 10 |
Partnervest Advisory Services LLC | 9 | 9 | 0.00% | 0.16% | 0.34% | Q2 2013 | Q2 2015 | 9 |
I.G. INVESTMENT MANAGEMENT, LTD. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
PUTNAM INVESTMENTS LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Granite Point Capital Management, L.P. | 9 | 9 | 0.22% | 0.88% | 1.72% | Q4 2013 | Q4 2015 | 9 |
TD Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
Commonwealth Equity Services, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Efficient Market Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
ROCKY MOUNTAIN ADVISERS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 9 |
Regal Investment Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Columbus Hill Capital Management, L.P. | 8 | 8 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q1 2015 | 8 |
AMERIPRISE FINANCIAL INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 8 |
ALLIANCEBERNSTEIN L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 5 | 3 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2016 | 8 |
Apriem Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
Valeo Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
BARINGS LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Wealthcare Advisory Partners LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2016 | 8 |
First Horizon Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 8 |
TIG Advisors, LLC | 8 | 8 | 0.06% | 0.09% | 0.18% | Q2 2013 | Q1 2015 | 8 |
WFG Advisors, LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 8 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
PEAK6 Group LLC | 5 | 1 | 0.01% | 0.39% | 1.76% | Q2 2013 | Q3 2017 | 8 |
Smithfield Trust Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 8 |
DEPRINCE RACE & ZOLLO INC | 8 | 8 | 0.14% | 0.26% | 0.37% | Q2 2013 | Q1 2015 | 8 |
America First Investment Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 8 |
BREWIN DOLPHIN LTD | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2019 | 8 |
RPG Investment Advisory, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
North Star Investment Management Corp. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 7 |
Legacy Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
KING STREET CAPITAL MANAGEMENT, L.P. | 7 | 7 | 2.01% | 2.89% | 3.47% | Q2 2013 | Q4 2014 | 7 |
Sound Income Strategies, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
York Capital Management Global Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2014 | 7 |
MinichMacGregor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
Centerpoint Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Certified Advisory Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
BLAIR WILLIAM & CO/IL | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 7 |
PECONIC PARTNERS LLC | 7 | 7 | 2.63% | 3.57% | 5.93% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Covington Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Ionic Capital Management LLC | 6 | 1 | 0.00% | 0.11% | 0.33% | Q4 2013 | Q4 2018 | 7 |
VNBTrust, National Association | 7 | 7 | 0.73% | 1.13% | 1.36% | Q4 2014 | Q2 2016 | 7 |
Global Trust Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2014 | 7 |
Liberty Capital Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
Litespeed Management, L.L.C. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
CENTRAL BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
FIDUCIARY SERVICES CORP/GA | 6 | 6 | 0.18% | 0.22% | 0.26% | Q4 2013 | Q1 2015 | 6 |
Private Capital Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 6 |
Allianz Asset Management GmbH | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
AdvisorNet Financial, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Pine River Capital Management L.P. | 6 | 6 | 0.07% | 1.47% | 3.94% | Q2 2013 | Q3 2014 | 6 |
Hoxton Financial, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
CapWealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
MUFG Americas Holdings Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q4 2015 | 6 |
Mount Kellett Capital Management LP | 6 | 6 | 3.00% | 3.47% | 4.60% | Q2 2013 | Q3 2014 | 6 |
Field & Main Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
NORGES BANK | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q4 2013 | 6 |
OTA Financial Group L.P. | 3 | 3 | 0.71% | 1.66% | 3.20% | Q2 2013 | Q2 2015 | 6 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
SELZ CAPITAL LLC | 5 | 5 | 0.34% | 1.16% | 1.62% | Q3 2013 | Q3 2014 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q1 2018 | 5 |
ARISTEIA CAPITAL, L.L.C. | 3 | 2 | 1.49% | 2.63% | 4.02% | Q2 2013 | Q4 2017 | 5 |
NewSquare Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Mosaic Family Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Silver Point Capital L.P. | 5 | 5 | 0.64% | 0.72% | 0.81% | Q2 2013 | Q2 2014 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.08% | 0.20% | Q4 2016 | Q4 2017 | 5 |
CAPTRUST FINANCIAL ADVISORS | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
Weiss Asset Management LP | 2 | 1 | 0.17% | 1.82% | 6.29% | Q1 2014 | Q3 2017 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Chou Associates Management | 5 | 5 | 0.05% | 0.07% | 0.08% | Q2 2016 | Q2 2017 | 5 |
Watershed Asset Management, L.L.C. | 4 | 1 | 0.12% | 0.82% | 1.57% | Q2 2013 | Q4 2014 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Exchange Capital Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
INVESTORS TRUST INC | 5 | 5 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2014 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
Klingman & Associates, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Panning Capital Management, LP | 4 | 4 | 0.72% | 3.36% | 5.08% | Q2 2013 | Q1 2014 | 4 |
COMMUNITY BANK SYSTEM, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
DW Partners, LP | 4 | 4 | 0.16% | 0.22% | 0.35% | Q4 2013 | Q3 2014 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
GAM Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Formidable Asset Management, LLC | 1 | 1 | 0.00% | 0.16% | 0.62% | Q3 2013 | Q1 2019 | 4 |
Anchorage Capital Group, L.L.C. | 4 | 4 | 1.00% | 1.18% | 1.36% | Q2 2013 | Q1 2014 | 4 |
HALCYON OFFSHORE ASSET MANAGEMENT LLC | 4 | 4 | 1.01% | 1.66% | 2.54% | Q2 2013 | Q1 2014 | 4 |
Financial Enhancement Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Castle Creek Arbitrage, LLC | 3 | 1 | 0.41% | 1.74% | 3.81% | Q2 2013 | Q4 2016 | 4 |
Pinnacle Bancorp, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2019 | 4 |
Appaloosa LP | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2016 | Q4 2016 | 4 |
Pentwater Capital Management LP | 4 | 4 | 0.01% | 0.25% | 0.44% | Q2 2013 | Q1 2014 | 4 |
NatWest Group plc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Winch Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 4 |
HOWARD HUGHES MEDICAL INSTITUTE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
AXA S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
MORGENS WATERFALL VINTIADIS & CO INC | 4 | 4 | 2.55% | 3.03% | 3.83% | Q2 2013 | Q1 2014 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
BLACKROCK ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
FIRST FINANCIAL CORP /IN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Founders Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q4 2013 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Magnetar Financial LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
AKANTHOS CAPITAL MANAGEMENT LLC | 3 | 3 | 23.95% | 38.05% | 45.29% | Q2 2013 | Q4 2013 | 3 |
MSD Partners, L.P. | 3 | 3 | 0.58% | 0.70% | 0.78% | Q2 2013 | Q4 2013 | 3 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
NORTHERN TRUST CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
DUNCKER STREETT & CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q4 2013 | 3 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2017 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Fore Research & Management, LP | 3 | 3 | 0.21% | 0.44% | 0.64% | Q2 2013 | Q4 2013 | 3 |
Sculptor Capital LP | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
TORONTO DOMINION BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.33% | 0.99% | Q2 2013 | Q2 2015 | 3 |
Achievement Holdings L.P. | 3 | 3 | 0.14% | 2.67% | 5.72% | Q4 2014 | Q2 2015 | 3 |
Clear Harbor Asset Management, LLC | 3 | 3 | 0.23% | 0.32% | 0.47% | Q2 2013 | Q4 2013 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 3 |
Bandera Partners LLC | 3 | 3 | 0.22% | 0.25% | 0.28% | Q2 2013 | Q4 2013 | 3 |
COASTLAND CAPITAL LLC | 3 | 3 | 1.44% | 1.70% | 1.98% | Q2 2013 | Q4 2013 | 3 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
LINDEN ADVISORS LP | 3 | 3 | 0.87% | 1.24% | 1.66% | Q2 2013 | Q4 2013 | 3 |
Human Investing LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2013 | 3 |
WHITEBOX ADVISORS LLC | 3 | 3 | 0.16% | 0.29% | 0.52% | Q2 2013 | Q4 2013 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Empyrean Capital Partners, LP | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
OppenheimerFunds, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2013 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Heritage Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
RMF GP, LLC | 2 | 2 | 0.54% | 0.58% | 0.61% | Q2 2013 | Q3 2013 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
GRACE BROTHERS MANAGEMENT LLC | 2 | 2 | 0.60% | 0.64% | 0.67% | Q2 2013 | Q3 2013 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q1 2014 | 2 |
Kohlberg Kravis Roberts & Co. L.P. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2013 | Q1 2014 | 2 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2014 | Q1 2019 | 2 |
KKR Credit Advisors (US) LLC | 2 | 2 | 0.70% | 0.71% | 0.73% | Q2 2013 | Q3 2013 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
ELLIOTT MANAGEMENT CORP | 1 | 1 | 0.13% | 0.42% | 0.71% | Q2 2013 | Q4 2013 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Cascade Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Hayman Capital | 2 | 2 | 0.09% | 0.12% | 0.16% | Q4 2013 | Q1 2014 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Fiduciary Group LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2015 | Q3 2015 | 2 |
Orchard Hill Capital Management LP | 2 | 2 | 0.09% | 0.20% | 0.30% | Q3 2013 | Q4 2013 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Jabre Capital Partners S.A. | 2 | 2 | 0.41% | 0.41% | 0.42% | Q2 2013 | Q3 2013 | 2 |
JANA PARTNERS LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q1 2014 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
STEELHEAD PARTNERS LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 2 |
Gary Goldberg Planning Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
Truvvo Partners LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2016 | Q3 2016 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CQS Cayman LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 2 |
Del Mar Asset Management, LP | 2 | 2 | 4.03% | 4.22% | 4.41% | Q2 2013 | Q3 2013 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
BLB&B Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GLG INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kingstown Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Goodman Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ANGELO GORDON & CO., L.P. | 1 | 1 | 2.43% | 2.43% | 2.43% | Q4 2013 | Q4 2013 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Loeb Offshore Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Jefferies Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Horiko Capital Management LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2018 | Q4 2018 | 1 |
OAKTREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q2 2012 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 9.09% | 9.09% | 9.09% | Q4 2013 | Q4 2013 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TENOR CAPITAL MANAGEMENT Co., L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2013 | Q2 2013 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2013 | Q4 2013 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 5.48% | 5.48% | 5.48% | Q3 2013 | Q3 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
NEXT Financial Holdings | 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 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2013 | Q4 2013 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Arthur J. Gallagher & Co. | 1 | 1 | 6.00% | 6.00% | 6.00% | Q2 2013 | Q2 2013 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2013 | Q4 2013 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Paulson & Co. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Trutina Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
SECURIAN ASSET MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
White River Investment Partners, LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q1 2014 | Q1 2014 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MATLINPATTERSON GLOBAL ADVISERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2013 | Q1 2013 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
External links
This page lists all the filers that currently own GENERAL MTRS CO or have owned GENERAL MTRS CO in the past.