Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BARCLAYS PLC | 26 | 26 | 0.00% | 0.01% | 0.24% | Q2 2013 | Q3 2019 | 78 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 74 |
Walleye Trading LLC | 26 | 26 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2019 | 63 |
CITIGROUP INC | 26 | 26 | 0.00% | 0.02% | 0.35% | Q2 2013 | Q3 2019 | 53 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2018 | 50 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2019 | 44 |
HUNTINGTON NATIONAL BANK | 43 | 43 | 0.00% | 0.02% | 0.04% | Q1 2009 | Q3 2019 | 43 |
Spot Trading L.L.C | 9 | 6 | 0.00% | 0.03% | 0.41% | Q2 2013 | Q1 2017 | 40 |
WOLVERINE TRADING, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 39 |
Cutler Group LLC / CA | 16 | 16 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2019 | 38 |
M&T BANK CORP | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 36 |
GOLDMAN SACHS GROUP INC | 26 | 4 | 0.00% | 0.07% | 0.16% | Q1 2012 | Q3 2019 | 36 |
Nuveen Asset Management, LLC | 26 | 26 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2019 | 35 |
BANK OF AMERICA CORP /DE/ | 26 | 26 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2019 | 32 |
WELLS FARGO & COMPANY/MN | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 32 |
Parallax Volatility Advisers, L.P. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 29 |
KEYBANK NATIONAL ASSOCIATION/OH | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2019 | 28 |
ROYAL BANK OF CANADA | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 28 |
Heronetta Management, L.P. | 28 | 28 | 0.30% | 1.84% | 2.66% | Q4 2012 | Q3 2019 | 28 |
Creative Planning | 26 | 26 | 0.00% | 0.19% | 0.47% | Q2 2013 | Q3 2019 | 28 |
BANK OF MONTREAL /CAN/ | 26 | 26 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2019 | 28 |
UBS Group AG | 20 | 20 | 0.00% | 0.08% | 0.19% | Q4 2014 | Q3 2019 | 27 |
CREDIT SUISSE AG/ | 27 | 27 | 0.00% | 0.04% | 0.25% | Q1 2013 | Q3 2019 | 27 |
MCF Advisors LLC | 27 | 27 | 0.02% | 0.08% | 0.17% | Q4 2011 | Q2 2018 | 27 |
BLACKHILL CAPITAL INC | 26 | 26 | 0.06% | 0.34% | 0.59% | Q2 2013 | Q3 2019 | 26 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 26 | 26 | 0.14% | 0.34% | 0.48% | Q2 2013 | Q3 2019 | 26 |
Janney Montgomery Scott LLC | 26 | 26 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2019 | 26 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 26 | 26 | 0.00% | 4.11% | 6.37% | Q2 2013 | Q3 2019 | 26 |
SALEM INVESTMENT COUNSELORS INC | 26 | 26 | 0.03% | 0.21% | 0.42% | Q2 2013 | Q3 2019 | 26 |
ADIRONDACK TRUST CO | 26 | 26 | 0.00% | 0.06% | 0.08% | Q2 2013 | Q3 2019 | 26 |
ClearBridge Investments | 26 | 26 | 0.02% | 0.29% | 0.46% | Q2 2013 | Q3 2019 | 26 |
CHICKASAW CAPITAL MANAGEMENT LLC | 26 | 26 | 0.02% | 4.16% | 5.87% | Q2 2013 | Q3 2019 | 26 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
TRUST CO OF VERMONT | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Texas Yale Capital Corp. | 26 | 26 | 0.24% | 0.63% | 0.98% | Q2 2013 | Q3 2019 | 26 |
NORTHERN TRUST CORP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
WESBANCO BANK INC | 26 | 26 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2019 | 26 |
NOVARE CAPITAL MANAGEMENT LLC | 26 | 26 | 0.19% | 0.71% | 1.23% | Q2 2013 | Q3 2019 | 26 |
FIRST MANHATTAN CO. LLC. | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 26 |
COMMERCE BANK | 24 | 2 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2019 | 26 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 26 | 26 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2019 | 26 |
HighTower Advisors, LLC | 26 | 26 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q3 2019 | 26 |
SIGNATUREFD, LLC | 26 | 26 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2019 | 26 |
US BANCORP \DE\ | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
Invesco Ltd. | 26 | 26 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2019 | 26 |
Bank of New York Mellon Corp | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
PEAPACK GLADSTONE FINANCIAL CORP | 26 | 26 | 0.02% | 0.10% | 0.16% | Q2 2013 | Q3 2019 | 26 |
Cambridge Investment Research Advisors, Inc. | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2019 | 26 |
MORGAN STANLEY | 26 | 26 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2019 | 26 |
SECURITY NATIONAL TRUST CO | 26 | 26 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2019 | 26 |
Sandy Spring Bank | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
CENTRAL TRUST Co | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
West Family Investments, Inc. | 26 | 26 | 0.19% | 0.56% | 1.05% | Q2 2013 | Q3 2019 | 26 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 26 | 26 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2019 | 26 |
Kistler-Tiffany Companies, LLC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2019 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 26 |
Estabrook Capital Management | 26 | 26 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q3 2019 | 26 |
FIFTH THIRD BANCORP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
BLAIR WILLIAM & CO/IL | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2019 | 26 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Cohen Capital Management, Inc. | 26 | 26 | 0.90% | 1.46% | 1.92% | Q2 2013 | Q3 2019 | 26 |
GUGGENHEIM CAPITAL LLC | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 26 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 26 | 26 | 0.28% | 0.96% | 1.78% | Q2 2013 | Q3 2019 | 26 |
BALDWIN BROTHERS LLC/MA | 26 | 26 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q3 2019 | 26 |
JPMORGAN CHASE & CO | 26 | 26 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2019 | 26 |
BRIDGES INVESTMENT MANAGEMENT INC | 26 | 26 | 0.05% | 0.17% | 0.27% | Q2 2013 | Q3 2019 | 26 |
ALBERT D MASON INC | 26 | 26 | 0.83% | 1.51% | 2.01% | Q2 2013 | Q3 2019 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2019 | 26 |
Bollard Group LLC | 26 | 26 | 0.02% | 0.81% | 1.92% | Q2 2013 | Q3 2019 | 26 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 16 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 25 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 25 | 25 | 1.88% | 3.30% | 5.54% | Q2 2013 | Q2 2019 | 25 |
Advisors Asset Management, Inc. | 14 | 11 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2019 | 25 |
CINCINNATI INSURANCE CO | 25 | 25 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q2 2019 | 25 |
STEEL GROVE CAPITAL ADVISORS, LLC | 19 | 6 | 0.36% | 1.16% | 2.45% | Q2 2013 | Q3 2019 | 25 |
ALPS ADVISORS INC | 25 | 25 | 2.78% | 4.16% | 6.01% | Q2 2013 | Q2 2019 | 25 |
COHEN & STEERS, INC. | 25 | 25 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q2 2019 | 25 |
CHEMICAL BANK | 25 | 25 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q2 2019 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.32% | 0.61% | 0.77% | Q1 2013 | Q1 2019 | 25 |
Neuberger Berman Group LLC | 22 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2019 | 25 |
DEUTSCHE BANK AG\ | 25 | 25 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q3 2019 | 25 |
GLENMEDE TRUST CO NA | 21 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 25 |
WealthTrust Axiom LLC | 22 | 3 | 0.08% | 0.23% | 0.34% | Q2 2013 | Q3 2019 | 25 |
Winslow, Evans & Crocker, Inc. | 24 | 24 | 0.03% | 0.09% | 0.18% | Q4 2013 | Q3 2019 | 24 |
FIRST TRUST ADVISORS LP | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
Focused Wealth Management, Inc | 24 | 24 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q2 2019 | 24 |
First Horizon Advisors, Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 24 |
SFE Investment Counsel | 24 | 24 | 0.11% | 0.23% | 0.39% | Q2 2013 | Q1 2019 | 24 |
Diversified Trust Co | 20 | 1 | 0.01% | 0.21% | 0.44% | Q2 2013 | Q3 2019 | 24 |
KLINGENSTEIN FIELDS & CO LP | 22 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 24 |
WHITTIER TRUST CO | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
WILLIAMS JONES & ASSOCIATES LLC | 24 | 24 | 0.02% | 0.13% | 0.25% | Q2 2013 | Q1 2019 | 24 |
PEOPLES FINANCIAL SERVICES CORP. | 24 | 24 | 0.02% | 0.11% | 0.18% | Q4 2013 | Q3 2019 | 24 |
JANE STREET GROUP, LLC | 9 | 5 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2019 | 24 |
Adams Asset Advisors, LLC | 24 | 24 | 0.09% | 0.59% | 0.90% | Q2 2013 | Q1 2019 | 24 |
MACQUARIE GROUP LTD | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2019 | 24 |
CITY HOLDING CO | 24 | 24 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2019 | 24 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 24 | 24 | 0.26% | 0.99% | 2.02% | Q4 2013 | Q3 2019 | 24 |
REGIONS FINANCIAL CORP | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
BESSEMER GROUP INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
SUNTRUST BANKS INC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 23 |
STIFEL FINANCIAL CORP | 23 | 23 | 0.01% | 0.05% | 0.11% | Q1 2014 | Q3 2019 | 23 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22 | 1 | 0.02% | 0.12% | 0.31% | Q2 2013 | Q1 2019 | 23 |
Moors & Cabot, Inc. | 23 | 23 | 0.09% | 0.39% | 0.71% | Q1 2014 | Q3 2019 | 23 |
Salient Capital Advisors, LLC | 20 | 3 | 0.01% | 0.31% | 1.72% | Q2 2013 | Q3 2019 | 23 |
ADVISORY RESEARCH INC | 21 | 2 | 0.22% | 2.71% | 3.92% | Q2 2013 | Q2 2019 | 23 |
SYNOVUS FINANCIAL CORP | 16 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 23 |
United Asset Strategies, Inc. | 23 | 23 | 0.06% | 0.26% | 0.49% | Q1 2014 | Q3 2019 | 23 |
EAGLE GLOBAL ADVISORS LLC | 21 | 2 | 0.18% | 4.28% | 6.22% | Q2 2013 | Q2 2019 | 23 |
Avior Wealth Management, LLC | 23 | 23 | 0.01% | 0.07% | 0.13% | Q1 2014 | Q3 2019 | 23 |
Harvest Fund Advisors LLC | 16 | 7 | 0.73% | 3.73% | 6.69% | Q4 2013 | Q3 2019 | 23 |
Trust Asset Management LLC | 16 | 1 | 0.32% | 2.26% | 6.53% | Q3 2011 | Q3 2019 | 23 |
CULLEN/FROST BANKERS, INC. | 18 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 23 |
Mathes Company, Inc. | 23 | 23 | 0.12% | 0.16% | 0.19% | Q1 2014 | Q3 2019 | 23 |
CONNING INC. | 23 | 23 | 0.04% | 0.14% | 0.29% | Q1 2014 | Q3 2019 | 23 |
BOSTON FINANCIAL MANGEMENT LLC | 20 | 3 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2019 | 23 |
CASTLEARK MANAGEMENT LLC | 18 | 1 | 0.03% | 0.09% | 0.20% | Q3 2013 | Q3 2019 | 22 |
Maple Capital Management, Inc. | 22 | 22 | 0.06% | 0.22% | 0.31% | Q2 2013 | Q3 2018 | 22 |
LAZARD ASSET MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
ArchPoint Investors | 22 | 22 | 0.09% | 0.28% | 0.49% | Q2 2013 | Q3 2018 | 22 |
Private Advisor Group, LLC | 12 | 10 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q3 2019 | 22 |
ARROW FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2018 | 22 |
CHELSEA COUNSEL CO | 22 | 22 | 0.17% | 1.19% | 2.06% | Q2 2013 | Q3 2018 | 22 |
DUNCKER STREETT & CO INC | 22 | 22 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2018 | 22 |
North Star Investment Management Corp. | 21 | 1 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2019 | 22 |
Plante Moran Financial Advisors, LLC | 22 | 22 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2018 | 22 |
Whitnell & Co. | 22 | 22 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2018 | 22 |
Linscomb & Williams, Inc. | 22 | 22 | 0.02% | 0.07% | 0.09% | Q2 2013 | Q3 2018 | 22 |
CIBC Private Wealth Group, LLC | 21 | 1 | 0.01% | 0.97% | 1.87% | Q1 2014 | Q3 2019 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Richard C. Young & CO., LTD. | 22 | 22 | 0.11% | 0.35% | 0.51% | Q2 2013 | Q3 2018 | 22 |
KINGS POINT CAPITAL MANAGEMENT | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2019 | 22 |
Edgemoor Investment Advisors, Inc. | 21 | 21 | 0.06% | 0.19% | 0.27% | Q2 2013 | Q2 2018 | 21 |
MUFG Americas Holdings Corp | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q3 2018 | 21 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q2 2021 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
ENTERPRISE FINANCIAL SERVICES CORP | 20 | 1 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q1 2019 | 21 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 20 | 1 | 0.01% | 0.05% | 0.08% | Q2 2010 | Q3 2019 | 21 |
Global X Management CO LLC | 21 | 21 | 0.34% | 0.76% | 1.25% | Q2 2013 | Q2 2018 | 21 |
STEPHENS INC /AR/ | 20 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 21 |
WESTWOOD MANAGEMENT CORP /IL/ | 21 | 21 | 0.03% | 0.11% | 0.19% | Q2 2013 | Q2 2018 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.18% | 0.42% | 0.56% | Q2 2013 | Q2 2018 | 21 |
Cutter & CO Brokerage, Inc. | 18 | 1 | 0.07% | 0.17% | 0.30% | Q2 2013 | Q2 2019 | 21 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 21 | 21 | 0.15% | 0.27% | 0.38% | Q2 2013 | Q2 2018 | 21 |
BURNEY CO/ | 21 | 21 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2018 | 21 |
STARR INTERNATIONAL CO INC | 21 | 21 | 0.48% | 0.75% | 0.94% | Q2 2013 | Q2 2018 | 21 |
BOKF, NA | 15 | 6 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2018 | 21 |
WHITTIER TRUST CO OF NEVADA INC | 13 | 8 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2019 | 21 |
C.V. Starr & Co., Inc. Trust | 21 | 21 | 1.96% | 4.19% | 5.93% | Q2 2013 | Q2 2018 | 21 |
ARGYLL RESEARCH, LLC | 20 | 20 | 0.25% | 6.14% | 12.93% | Q2 2013 | Q1 2018 | 20 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 20 | 20 | 0.03% | 0.12% | 0.18% | Q2 2013 | Q1 2018 | 20 |
American Assets Investment Management, LLC | 20 | 20 | 0.08% | 0.20% | 0.31% | Q2 2013 | Q1 2018 | 20 |
First Allied Advisory Services, Inc. | 19 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 20 |
FRANKLIN RESOURCES INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Community Bank, N.A. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 20 |
Carnegie Capital Asset Management, LLC | 20 | 20 | 0.13% | 0.45% | 0.72% | Q2 2013 | Q1 2018 | 20 |
Barnett & Company, Inc. | 20 | 20 | 0.26% | 0.37% | 0.44% | Q2 2013 | Q1 2018 | 20 |
Cypress Capital Management LLC (WY) | 20 | 20 | 0.02% | 0.08% | 0.14% | Q4 2014 | Q3 2019 | 20 |
EVERGREEN CAPITAL MANAGEMENT LLC | 18 | 2 | 0.03% | 0.91% | 2.57% | Q2 2013 | Q3 2018 | 20 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 19 | 1 | 0.05% | 0.49% | 1.47% | Q2 2013 | Q1 2019 | 20 |
SEI INVESTMENTS CO | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 20 |
BARINGS LLC | 13 | 7 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2018 | 20 |
Homrich & Berg | 18 | 1 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q2 2019 | 20 |
JOHNSON INVESTMENT COUNSEL INC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 20 |
VALLEY NATIONAL ADVISERS INC | 20 | 20 | 0.01% | 0.05% | 0.14% | Q4 2014 | Q3 2019 | 20 |
Advisory Services Network, LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2019 | 20 |
Silver Lake Advisory, LLC | 20 | 20 | 0.74% | 1.60% | 1.98% | Q4 2013 | Q3 2018 | 20 |
COUNTRY TRUST BANK | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2019 | 20 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 20 | 20 | 0.01% | 0.11% | 0.16% | Q2 2013 | Q1 2018 | 20 |
Cetera Advisor Networks LLC | 20 | 20 | 0.01% | 0.08% | 0.15% | Q1 2013 | Q4 2017 | 20 |
Chicago Partners Investment Group LLC | 20 | 20 | 0.23% | 1.29% | 2.23% | Q4 2014 | Q3 2019 | 20 |
SG Americas Securities, LLC | 15 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2019 | 19 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2019 | 19 |
AQR Arbitrage LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2019 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 19 |
Allworth Financial LP | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2019 | 19 |
Stratos Wealth Partners, LTD. | 17 | 2 | 0.02% | 0.04% | 0.13% | Q4 2014 | Q3 2019 | 19 |
Sumitomo Mitsui Trust Holdings, Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2019 | 19 |
D.A. DAVIDSON & CO. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Financial Architects, Inc | 8 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q2 2019 | 19 |
Center Coast Capital Advisors, LP | 19 | 19 | 4.31% | 5.66% | 7.78% | Q2 2013 | Q4 2017 | 19 |
ING GROEP NV | 10 | 1 | 0.02% | 0.41% | 1.70% | Q3 2013 | Q3 2019 | 19 |
WADE G W & INC | 19 | 19 | 0.06% | 0.17% | 0.28% | Q1 2015 | Q3 2019 | 19 |
FAYEZ SAROFIM & CO | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 19 |
METROPOLITAN LIFE INSURANCE CO/NY | 19 | 19 | 0.01% | 0.05% | 0.08% | Q4 2013 | Q2 2018 | 19 |
CAPITAL ONE, NATIONAL ASSOCIATION | 19 | 19 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2017 | 19 |
Drexel Morgan & Co. | 19 | 19 | 0.26% | 0.37% | 0.52% | Q2 2013 | Q4 2017 | 19 |
LUCAS CAPITAL MANAGEMENT | 19 | 19 | 0.06% | 0.19% | 0.69% | Q2 2013 | Q4 2017 | 19 |
Cetera Advisors LLC | 19 | 19 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2017 | 19 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 19 | 19 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q4 2017 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.22% | 0.65% | 0.88% | Q2 2013 | Q4 2017 | 19 |
OPPENHEIMER & CO INC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 19 |
Summit Equities Inc | 19 | 19 | 0.10% | 0.31% | 0.54% | Q1 2014 | Q3 2018 | 19 |
Raymond James Financial Services Advisors, Inc. | 18 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2019 | 19 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 19 | 19 | 0.22% | 0.39% | 0.58% | Q2 2013 | Q4 2017 | 19 |
Keel Point, LLC | 19 | 19 | 0.07% | 0.31% | 0.68% | Q1 2015 | Q3 2019 | 19 |
Grace Capital | 19 | 19 | 0.17% | 1.25% | 2.16% | Q2 2013 | Q4 2017 | 19 |
BBVA USA Bancshares, Inc. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
STATE STREET CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
ARMSTRONG HENRY H ASSOCIATES INC | 19 | 19 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q4 2017 | 19 |
HSBC HOLDINGS PLC | 19 | 19 | 0.01% | 0.05% | 0.20% | Q1 2015 | Q3 2019 | 19 |
Texan Capital Management | 19 | 19 | 0.69% | 1.10% | 1.62% | Q2 2013 | Q4 2017 | 19 |
Joel Isaacson & Co., LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q1 2017 | 18 |
FCM INVESTMENTS/TX | 16 | 2 | 0.04% | 0.05% | 0.10% | Q2 2013 | Q4 2017 | 18 |
Endurance Wealth Management, Inc. | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2019 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.07% | 0.23% | 0.38% | Q2 2013 | Q3 2017 | 18 |
Tradewinds Capital Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q1 2019 | 18 |
LVW Advisors, LLC | 18 | 18 | 0.08% | 0.16% | 0.25% | Q4 2014 | Q1 2019 | 18 |
BROWN BROTHERS HARRIMAN & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Catalyst Capital Advisors LLC | 18 | 18 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q1 2019 | 18 |
People's United Financial, Inc. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 18 |
ROCKEFELLER FINANCIAL SERVICES INC | 12 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2014 | 18 |
COWEN INC. | 9 | 1 | 0.02% | 0.11% | 0.25% | Q1 2013 | Q2 2019 | 18 |
ALLIANCEBERNSTEIN L.P. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Raab & Moskowitz Asset Management LLC | 18 | 18 | 0.13% | 0.66% | 0.89% | Q4 2013 | Q1 2018 | 18 |
PRIVATE TRUST CO NA | 10 | 8 | 0.04% | 0.06% | 0.08% | Q1 2013 | Q3 2017 | 18 |
Essex Financial Services, Inc. | 18 | 18 | 0.06% | 0.24% | 0.41% | Q2 2013 | Q3 2017 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q3 2017 | 18 |
Energy Income Partners, LLC | 12 | 6 | 0.19% | 0.74% | 1.76% | Q2 2013 | Q4 2018 | 18 |
Van Cleef Asset Management,Inc | 18 | 18 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Marquette Asset Management, LLC | 15 | 3 | 0.17% | 0.74% | 1.07% | Q1 2014 | Q3 2018 | 18 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.06% | 0.48% | Q2 2013 | Q2 2017 | 17 |
King Wealth Management Group | 16 | 1 | 0.15% | 0.39% | 0.76% | Q2 2014 | Q3 2018 | 17 |
Sigma Planning Corp | 15 | 2 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q1 2019 | 17 |
NAPLES GLOBAL ADVISORS, LLC | 17 | 17 | 0.08% | 0.17% | 0.24% | Q4 2013 | Q4 2017 | 17 |
Sonora Investment Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2019 | 17 |
HL FINANCIAL SERVICES LLC | 15 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 17 |
BNP PARIBAS FINANCIAL MARKETS | 11 | 6 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q3 2019 | 17 |
MCRAE CAPITAL MANAGEMENT INC | 17 | 17 | 0.14% | 0.24% | 0.31% | Q2 2013 | Q2 2017 | 17 |
TRAVELERS COMPANIES, INC. | 17 | 17 | 0.33% | 0.39% | 0.47% | Q2 2013 | Q2 2017 | 17 |
Parkside Financial Bank & Trust | 17 | 17 | 0.00% | 0.33% | 0.59% | Q3 2015 | Q3 2019 | 17 |
CIBC Asset Management Inc | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2019 | 17 |
JENNISON ASSOCIATES LLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2019 | 17 |
MARK ASSET MANAGEMENT LP | 17 | 17 | 0.05% | 0.09% | 0.12% | Q3 2013 | Q3 2017 | 17 |
Narwhal Capital Management | 10 | 7 | 0.11% | 0.43% | 1.00% | Q2 2013 | Q1 2019 | 17 |
Capital Investment Advisors, LLC | 16 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2019 | 17 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 16 | 16 | 0.14% | 0.43% | 0.71% | Q2 2015 | Q1 2019 | 16 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 8 | 4 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q2 2019 | 16 |
BURKE & HERBERT BANK & TRUST CO | 12 | 4 | 0.18% | 0.25% | 0.30% | Q2 2013 | Q2 2017 | 16 |
R.H. Dinel Investment Counsel, Inc. | 12 | 4 | 0.75% | 1.52% | 2.20% | Q4 2013 | Q3 2019 | 16 |
Liberty Mutual Group Asset Management Inc. | 16 | 16 | 0.09% | 0.16% | 0.25% | Q2 2013 | Q1 2017 | 16 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q2 2019 | 16 |
SOLARIS ASSET MANAGEMENT LLC | 9 | 7 | 0.01% | 0.11% | 0.22% | Q2 2013 | Q2 2017 | 16 |
Geneva Advisors, LLC | 10 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 16 |
Clark Capital Management Group, Inc. | 9 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 16 |
JFS WEALTH ADVISORS, LLC | 16 | 16 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q1 2017 | 16 |
State of New Jersey Common Pension Fund D | 16 | 16 | 0.00% | 0.04% | 0.06% | Q4 2015 | Q3 2019 | 16 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2018 | 16 |
SignalPoint Asset Management, LLC | 14 | 2 | 0.01% | 0.12% | 0.17% | Q3 2013 | Q3 2017 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2019 | 16 |
Mosaic Family Wealth, LLC | 16 | 16 | 0.10% | 0.23% | 0.40% | Q4 2015 | Q3 2019 | 16 |
Sequoia Financial Advisors, LLC | 13 | 2 | 0.03% | 0.12% | 0.27% | Q4 2013 | Q3 2017 | 15 |
SEARLE & CO. | 9 | 6 | 0.60% | 1.36% | 1.99% | Q4 2014 | Q3 2018 | 15 |
MILLER HOWARD INVESTMENTS INC /NY | 15 | 15 | 0.06% | 0.49% | 0.80% | Q1 2016 | Q3 2019 | 15 |
WESTWOOD HOLDINGS GROUP INC | 8 | 2 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q3 2019 | 15 |
WASHINGTON TRUST BANK | 8 | 7 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2019 | 15 |
Rafferty Asset Management, LLC | 10 | 5 | 0.02% | 0.10% | 0.28% | Q2 2015 | Q2 2019 | 15 |
DENVER INVESTMENT ADVISORS LLC | 12 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2017 | 15 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2019 | 15 |
Virtu Financial LLC | 12 | 1 | 0.04% | 0.18% | 0.66% | Q3 2015 | Q3 2019 | 15 |
Sheaff Brock Investment Advisors, LLC | 15 | 15 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q2 2019 | 15 |
Haverford Trust Co | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
SECURIAN ASSET MANAGEMENT, INC | 8 | 2 | 0.02% | 0.10% | 0.23% | Q2 2014 | Q2 2019 | 15 |
QCI ASSET MANAGEMENT INC/NY | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2018 | 15 |
HOWE & RUSLING INC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Westbourne Investment Advisors, Inc. | 15 | 15 | 0.19% | 0.57% | 0.88% | Q2 2015 | Q4 2018 | 15 |
DELTA ASSET MANAGEMENT LLC/TN | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2017 | 15 |
Patten Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2018 | 15 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.02% | 0.30% | 0.55% | Q2 2013 | Q3 2016 | 14 |
Oakworth Capital, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2019 | 14 |
Allianz Asset Management GmbH | 11 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2019 | 14 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2017 | 14 |
MONETARY MANAGEMENT GROUP INC | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2016 | 14 |
BP CAPITAL FUND ADVISORS, LLC | 14 | 14 | 0.17% | 2.16% | 3.64% | Q4 2015 | Q1 2019 | 14 |
GRIFFIN ASSET MANAGEMENT, INC. | 11 | 3 | 0.04% | 0.11% | 0.14% | Q2 2013 | Q4 2017 | 14 |
Fiduciary Trust Co International of Pennsylvania | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Johnson Financial Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 14 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q2 2019 | 14 |
Aull & Monroe Investment Management Corp | 7 | 7 | 0.11% | 0.13% | 0.15% | Q4 2013 | Q2 2017 | 14 |
Cannell & Co. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2017 | 14 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2019 | 14 |
USCA RIA LLC | 14 | 14 | 0.03% | 0.07% | 0.13% | Q3 2014 | Q4 2017 | 14 |
Stanley-Laman Group, Ltd. | 14 | 14 | 0.06% | 0.25% | 0.60% | Q3 2014 | Q4 2017 | 14 |
Advisor Group, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 14 | 14 | 0.04% | 0.61% | 1.36% | Q2 2016 | Q3 2019 | 14 |
Evercore Wealth Management, LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2017 | 14 |
Brookfield Asset Management | 6 | 1 | 0.00% | 0.21% | 0.66% | Q3 2014 | Q2 2019 | 14 |
Fernwood Investment Management, LLC | 7 | 7 | 0.15% | 0.20% | 0.22% | Q4 2013 | Q2 2017 | 14 |
Cordasco Financial Network | 14 | 14 | 0.05% | 0.07% | 0.09% | Q4 2013 | Q1 2017 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.22% | 0.25% | 0.27% | Q2 2013 | Q3 2016 | 14 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2019 | 14 |
BRADLEY FOSTER & SARGENT INC/CT | 11 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 14 |
KANALY TRUST CO | 13 | 13 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2016 | 13 |
Domani Wealth, LLC | 13 | 13 | 0.23% | 0.38% | 0.61% | Q1 2015 | Q1 2018 | 13 |
Cypress Wealth Advisors LLC | 8 | 1 | 0.30% | 0.99% | 2.72% | Q2 2015 | Q1 2019 | 13 |
W.G. Shaheen & Associates DBA Whitney & Co | 13 | 13 | 0.75% | 1.64% | 2.22% | Q2 2013 | Q2 2016 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2018 | 13 |
Pointe Capital Management LLC | 7 | 6 | 0.74% | 1.83% | 2.57% | Q1 2015 | Q2 2018 | 13 |
SANDERS MORRIS HARRIS LLC | 11 | 2 | 0.08% | 0.13% | 0.18% | Q1 2016 | Q3 2019 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 13 |
Hilton Capital Management, LLC | 6 | 3 | 0.00% | 0.18% | 0.96% | Q2 2013 | Q3 2019 | 13 |
Manchester Capital Management LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q1 2018 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2019 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q3 2015 | 12 |
Avalon Investment & Advisory | 9 | 3 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q3 2019 | 12 |
Lee Financial Co | 12 | 12 | 0.00% | 0.05% | 0.09% | Q4 2016 | Q3 2019 | 12 |
CoreCommodity Management, LLC | 8 | 1 | 0.02% | 0.06% | 0.08% | Q1 2015 | Q4 2018 | 12 |
Heritage Wealth Advisors | 7 | 5 | 0.00% | 0.47% | 1.04% | Q4 2013 | Q3 2019 | 12 |
Perigon Wealth Management, LLC | 9 | 3 | 0.02% | 0.08% | 0.16% | Q4 2013 | Q1 2018 | 12 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 12 | 12 | 0.05% | 3.00% | 7.27% | Q4 2016 | Q3 2019 | 12 |
BROWN ADVISORY INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2018 | 12 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 4 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q2 2018 | 12 |
LEVEL FOUR ADVISORY SERVICES, LLC | 12 | 12 | 0.03% | 0.12% | 0.28% | Q4 2016 | Q3 2019 | 12 |
Municipal Employees' Retirement System of Michigan | 10 | 2 | 0.13% | 0.24% | 0.47% | Q1 2016 | Q1 2019 | 12 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q1 2016 | 12 |
Bell Rock Capital LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
FIRST FINANCIAL CORP /IN/ | 12 | 12 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q4 2015 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.02% | 0.03% | 0.09% | Q2 2013 | Q4 2015 | 11 |
BlackRock Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
Daniel Devine & Co | 11 | 11 | 0.14% | 0.22% | 0.32% | Q4 2014 | Q2 2017 | 11 |
Wealthspire Advisors, L.P. | 11 | 11 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2018 | 11 |
TPH Asset Management, LLC | 11 | 11 | 0.24% | 1.02% | 3.63% | Q3 2014 | Q1 2017 | 11 |
Ipswich Investment Management Co., Inc. | 10 | 1 | 0.04% | 0.13% | 0.16% | Q3 2015 | Q4 2018 | 11 |
Live Your Vision, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 11 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.15% | 0.17% | 0.22% | Q2 2013 | Q4 2015 | 11 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 11 | 11 | 0.09% | 0.43% | 0.81% | Q4 2015 | Q2 2018 | 11 |
Gemmer Asset Management LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2016 | 11 |
Apollo Management Holdings, L.P. | 8 | 8 | 0.03% | 0.20% | 0.64% | Q4 2017 | Q3 2019 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 11 |
Fieldpoint Private Securities, LLC | 11 | 11 | 0.02% | 0.04% | 0.09% | Q1 2017 | Q3 2019 | 11 |
NORTH AMERICAN MANAGEMENT CORP | 11 | 11 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q4 2015 | 11 |
AlphaMark Advisors, LLC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2019 | 11 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 11 | 11 | 0.24% | 0.31% | 0.39% | Q2 2013 | Q4 2015 | 11 |
Freestone Capital Holdings, LLC | 11 | 11 | 0.03% | 0.32% | 0.44% | Q3 2015 | Q1 2018 | 11 |
Crosspoint Capital Strategies, LLC | 4 | 3 | 0.00% | 0.11% | 1.03% | Q4 2013 | Q1 2019 | 11 |
MONROE BANK & TRUST/MI | 6 | 5 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2016 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2019 | 11 |
Mariner, LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q2 2019 | 11 |
ZWEIG ADVISERS LLC | 10 | 10 | 0.43% | 0.67% | 1.08% | Q2 2013 | Q3 2015 | 10 |
CUMBERLAND ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 10 |
NATIXIS | 5 | 5 | 0.00% | 0.07% | 0.42% | Q1 2017 | Q3 2019 | 10 |
Epoch Investment Partners, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Abbot Financial Management, Inc. | 10 | 10 | 0.31% | 0.38% | 0.52% | Q2 2017 | Q3 2019 | 10 |
THOMASPARTNERS, INC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.36% | 0.41% | 0.49% | Q2 2013 | Q3 2015 | 10 |
CADENCE BANK NA | 9 | 1 | 0.18% | 0.30% | 0.95% | Q2 2013 | Q3 2019 | 10 |
BTR CAPITAL MANAGEMENT INC | 10 | 10 | 0.04% | 0.10% | 0.13% | Q3 2015 | Q4 2017 | 10 |
WEBSTER BANK, N. A. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
PartnerRe Asset Management CORP | 10 | 10 | 0.91% | 1.20% | 1.66% | Q2 2013 | Q3 2015 | 10 |
Virtus ETF Advisers LLC | 8 | 2 | 0.06% | 4.32% | 6.66% | Q4 2015 | Q4 2018 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2018 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.50% | 0.79% | 1.14% | Q3 2013 | Q4 2015 | 10 |
COMERICA BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
WBH ADVISORY INC | 10 | 10 | 0.09% | 0.13% | 0.15% | Q2 2013 | Q3 2015 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q1 2017 | 10 |
Tortoise Index Solutions, LLC | 8 | 2 | 0.56% | 0.72% | 0.83% | Q2 2015 | Q3 2019 | 10 |
Penserra Capital Management LLC | 10 | 10 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q1 2018 | 10 |
Staton Financial Advisors, LLC | 10 | 10 | 1.77% | 2.34% | 2.80% | Q1 2015 | Q2 2017 | 10 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 10 |
Financial Sense Advisors, Inc. | 9 | 9 | 0.19% | 0.34% | 0.75% | Q2 2013 | Q2 2015 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.04% | 0.05% | 0.07% | Q1 2014 | Q1 2016 | 9 |
Family Management Corp | 9 | 9 | 0.64% | 1.12% | 1.34% | Q3 2014 | Q3 2016 | 9 |
Balentine LLC | 5 | 1 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q4 2017 | 9 |
SUN LIFE FINANCIAL INC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2018 | 9 |
PINNACLE ASSOCIATES LTD | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.06% | 0.14% | 0.25% | Q4 2016 | Q4 2018 | 9 |
GHP Investment Advisors, Inc. | 9 | 9 | 0.06% | 0.08% | 0.08% | Q2 2013 | Q2 2015 | 9 |
Exchange Capital Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 9 |
Cedar Wealth Management, LLC | 6 | 1 | 0.01% | 0.12% | 0.19% | Q2 2016 | Q2 2019 | 9 |
Wealthcare Advisory Partners LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
Covington Capital Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Baird Financial Group, Inc. | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2017 | 9 |
DONALDSON CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.07% | 0.12% | 0.20% | Q2 2011 | Q2 2013 | 9 |
Princeton Portfolio Strategies Group LLC | 9 | 9 | 0.10% | 0.16% | 0.27% | Q2 2013 | Q2 2015 | 9 |
KING LUTHER CAPITAL MANAGEMENT CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Veritable, L.P. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2015 | 9 |
Jaffetilchin Investment Partners, LLC | 6 | 3 | 0.06% | 0.10% | 0.21% | Q2 2013 | Q3 2015 | 9 |
Main Street Research LLC | 9 | 9 | 0.37% | 0.66% | 0.90% | Q2 2013 | Q2 2015 | 9 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 9 | 9 | 0.27% | 0.30% | 0.35% | Q3 2016 | Q3 2018 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2019 | 9 |
Hudock, Inc. | 5 | 4 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2019 | 9 |
Maryland Capital Management | 9 | 9 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q2 2015 | 9 |
Waverly Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 9 |
Gilman Hill Asset Management, LLC | 8 | 1 | 0.10% | 0.17% | 0.37% | Q2 2013 | Q4 2015 | 9 |
CLINTON GROUP INC | 3 | 1 | 0.02% | 0.11% | 0.55% | Q1 2015 | Q1 2018 | 8 |
Front Row Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
TIAA CREF TRUST CO FSB/MO | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
COMMONWEALTH EQUITY SERVICES, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 8 |
GIRARD PARTNERS LTD. | 6 | 1 | 0.03% | 0.07% | 0.11% | Q4 2015 | Q3 2018 | 8 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2019 | 8 |
Icon Wealth Partners, LLC | 8 | 8 | 0.08% | 0.15% | 0.28% | Q4 2017 | Q3 2019 | 8 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 8 | 8 | 0.27% | 0.29% | 0.30% | Q4 2014 | Q3 2016 | 8 |
Taylor Hoffman Wealth Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Quadrant Private Wealth Management, LLC | 8 | 8 | 1.16% | 1.34% | 1.65% | Q4 2017 | Q3 2019 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.46% | 0.54% | 0.62% | Q4 2015 | Q3 2017 | 8 |
SMITH HAYES Advisers, Inc | 8 | 8 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q1 2016 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 0.43% | 0.48% | 0.51% | Q2 2013 | Q1 2015 | 8 |
Highlander Capital Management, LLC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q1 2015 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 8 |
Heritage Trust Co | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
CAPTRUST FINANCIAL ADVISORS | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 8 |
Independent Advisor Alliance | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2019 | 8 |
JNBA Financial Advisors | 7 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2016 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q3 2018 | 8 |
MOGY JOEL R INVESTMENT COUNSEL INC | 7 | 1 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2015 | 8 |
INGALLS & SNYDER LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q1 2018 | 8 |
MDE Group | 8 | 8 | 0.47% | 0.71% | 0.89% | Q2 2013 | Q1 2015 | 8 |
CHILTON CAPITAL MANAGEMENT LLC | 5 | 3 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q1 2019 | 8 |
IFG Advisory, LLC | 8 | 8 | 0.09% | 0.11% | 0.17% | Q4 2017 | Q3 2019 | 8 |
AQR Capital Management | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 8 |
A. D. Beadell Investment Counsel, Inc. | 8 | 8 | 0.17% | 0.20% | 0.24% | Q4 2015 | Q3 2017 | 8 |
Proficio Capital Partners LLC | 7 | 1 | 0.01% | 0.06% | 0.12% | Q1 2016 | Q1 2018 | 8 |
Parkwood LLC | 4 | 2 | 0.09% | 0.21% | 0.43% | Q3 2014 | Q3 2017 | 8 |
Semper Trust Co. | 4 | 1 | 0.18% | 0.24% | 0.52% | Q3 2013 | Q4 2015 | 8 |
America First Investment Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q1 2015 | 8 |
C M BIDWELL & ASSOCIATES LTD | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2017 | 8 |
Mariner Wealth Advisors-Cincinnati, LLC | 8 | 8 | 0.10% | 0.22% | 0.34% | Q4 2015 | Q3 2017 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
American Portfolios Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2018 | 8 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.01% | 0.04% | 0.05% | Q3 2013 | Q1 2015 | 7 |
ProVise Management Group, LLC | 7 | 7 | 0.06% | 0.21% | 0.27% | Q2 2013 | Q4 2014 | 7 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.04% | 0.12% | Q3 2013 | Q2 2016 | 7 |
CULLINAN ASSOCIATES INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2017 | 7 |
CENTRAL BANK & TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 7 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 7 |
Limestone Value Partners, LLC | 5 | 2 | 2.36% | 5.37% | 12.35% | Q4 2014 | Q3 2016 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2019 | 7 |
CADENCE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.47% | 0.69% | 1.10% | Q3 2017 | Q1 2019 | 7 |
MARINER INVESTMENT GROUP LLC | 7 | 7 | 0.47% | 3.32% | 4.99% | Q2 2016 | Q4 2017 | 7 |
WATERS PARKERSON & CO., LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q2 2017 | 7 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q3 2018 | 7 |
SL ADVISORS, LLC | 7 | 7 | 0.45% | 1.26% | 2.34% | Q2 2016 | Q4 2017 | 7 |
Independence Trust CO | 7 | 7 | 0.28% | 0.64% | 0.90% | Q2 2013 | Q4 2014 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.18% | 0.43% | 0.56% | Q2 2013 | Q4 2014 | 7 |
BOYS ARNOLD & CO INC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q2 2016 | Q4 2017 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
FFT WEALTH MANAGEMENT LLC | 7 | 7 | 0.18% | 0.34% | 0.63% | Q4 2015 | Q2 2017 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.26% | 0.43% | Q2 2013 | Q4 2014 | 7 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.03% | 0.07% | 0.21% | Q3 2014 | Q3 2016 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Hirtle Callaghan & Co LLC | 3 | 2 | 0.02% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 7 |
NORTHEAST INVESTMENT MANAGEMENT | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2015 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Alpha Omega Wealth Management LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
TEXAS CAPITAL BANCSHARES INC/TX | 7 | 7 | 0.15% | 0.33% | 0.56% | Q1 2014 | Q3 2015 | 7 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2019 | 7 |
Hillsdale Investment Management Inc. | 6 | 1 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 7 |
Samson Capital Management, LLC | 7 | 7 | 2.15% | 2.55% | 2.83% | Q3 2016 | Q1 2018 | 7 |
FMR LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2019 | 7 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 5 | 2 | 0.03% | 0.28% | 0.39% | Q2 2013 | Q2 2019 | 7 |
FIRST NIAGARA BANK | 4 | 3 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q1 2015 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q4 2017 | 7 |
Ballentine Partners, LLC | 5 | 1 | 0.02% | 0.07% | 0.13% | Q2 2017 | Q1 2019 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
IMA Wealth, Inc. | 6 | 6 | 0.18% | 0.26% | 0.33% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
ACG Wealth | 4 | 1 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q3 2017 | 6 |
PAYDEN & RYGEL | 6 | 6 | 0.90% | 1.51% | 1.84% | Q2 2013 | Q3 2014 | 6 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Regal Investment Advisors LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.07% | 0.08% | 0.12% | Q2 2013 | Q3 2014 | 6 |
HighTower Trust Company, N.A. | 6 | 6 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q2 2017 | 6 |
GUYASUTA INVESTMENT ADVISORS INC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.30% | 0.32% | 0.34% | Q2 2013 | Q3 2014 | 6 |
Arrow Investment Advisors, LLC | 6 | 6 | 0.14% | 0.18% | 0.24% | Q2 2018 | Q3 2019 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q3 2017 | 6 |
FRONTIER INVESTMENT MGMT CO | 5 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2014 | 6 |
Wolf Group Capital Advisors | 6 | 6 | 0.20% | 0.66% | 1.33% | Q2 2016 | Q3 2017 | 6 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 6 |
MARSHALL WACE, LLP | 4 | 1 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q3 2019 | 6 |
Zions Bancorporation | 3 | 1 | 0.06% | 0.25% | 0.51% | Q1 2015 | Q4 2017 | 6 |
BCWM, LLC | 6 | 6 | 0.71% | 0.81% | 0.96% | Q2 2017 | Q3 2018 | 6 |
Summit Financial Wealth Advisors, LLC | 6 | 6 | 0.09% | 0.35% | 0.45% | Q1 2016 | Q2 2017 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
CapWealth Advisors, LLC | 6 | 6 | 0.05% | 0.05% | 0.07% | Q2 2013 | Q3 2014 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.42% | 0.58% | 0.84% | Q4 2017 | Q1 2019 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.04% | 0.05% | 0.10% | Q4 2017 | Q1 2019 | 6 |
Choate Investment Advisors | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 6 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 6 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q2 2019 | 6 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 5 | 1 | 0.29% | 3.46% | 4.90% | Q2 2013 | Q4 2018 | 6 |
Segment Wealth Management, LLC | 4 | 2 | 0.07% | 0.10% | 0.15% | Q1 2015 | Q4 2017 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.05% | 0.34% | 0.74% | Q1 2018 | Q3 2019 | 6 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
IBERIABANK CORP | 4 | 2 | 0.12% | 0.20% | 0.27% | Q4 2012 | Q3 2014 | 6 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q2 2018 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
HWG Holdings LP | 6 | 6 | 1.07% | 4.58% | 9.42% | Q1 2016 | Q2 2017 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
FINANCIAL COUNSELORS INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2015 | 6 |
MYCIO WEALTH PARTNERS, LLC | 6 | 6 | 0.01% | 0.04% | 0.12% | Q2 2015 | Q3 2016 | 6 |
WEXFORD CAPITAL LP | 6 | 6 | 1.40% | 2.04% | 2.50% | Q3 2015 | Q4 2016 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.08% | 0.11% | Q4 2017 | Q1 2019 | 6 |
ZACKS INVESTMENT MANAGEMENT | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q2 2014 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q4 2014 | Q4 2015 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.11% | 0.27% | Q4 2016 | Q4 2017 | 5 |
Winthrop Partners - WNY, LLC | 4 | 1 | 0.78% | 0.84% | 1.01% | Q4 2017 | Q3 2019 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.00% | 0.05% | 0.11% | Q1 2017 | Q1 2018 | 5 |
GenTrust, LLC | 5 | 5 | 0.04% | 0.08% | 0.12% | Q4 2016 | Q4 2017 | 5 |
Global Endowment Management, LP | 5 | 5 | 0.24% | 0.31% | 0.35% | Q1 2016 | Q1 2017 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q1 2019 | 5 |
Investors Capital Advisory Services | 5 | 5 | 0.05% | 0.08% | 0.11% | Q1 2014 | Q1 2015 | 5 |
Pinnacle Bancorp, Inc. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2019 | 5 |
Janney Capital Management LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.01% | 0.12% | 0.25% | Q1 2014 | Q2 2015 | 5 |
BEACON TRUST CO | 4 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 5 |
Bruderman Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
TIEDEMANN ADVISORS, LLC | 4 | 1 | 0.02% | 0.54% | 0.92% | Q4 2016 | Q1 2018 | 5 |
Lebenthal Asset Management, LLC | 5 | 5 | 0.04% | 0.07% | 0.14% | Q1 2016 | Q1 2017 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q3 2018 | 5 |
RKL Wealth Management LLC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q3 2016 | Q3 2017 | 5 |
DAVIS R M INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.52% | 0.65% | 0.78% | Q3 2015 | Q3 2016 | 5 |
HITE Hedge Asset Management LLC | 5 | 5 | 0.24% | 0.35% | 0.52% | Q3 2013 | Q3 2014 | 5 |
Zimmer Partners, LP | 3 | 1 | 0.03% | 0.31% | 0.85% | Q1 2015 | Q3 2019 | 5 |
AllSquare Wealth Management LLC | 5 | 5 | 0.07% | 0.12% | 0.15% | Q4 2014 | Q4 2015 | 5 |
NumerixS Investment Technologies Inc | 3 | 2 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q3 2016 | 5 |
Affiance Financial, LLC | 5 | 5 | 0.26% | 0.75% | 1.18% | Q4 2014 | Q4 2015 | 5 |
DIAMANT ASSET MANAGEMENT, INC. | 5 | 5 | 0.08% | 0.28% | 0.38% | Q4 2017 | Q4 2018 | 5 |
Belmont Global Advisors, Inc. | 5 | 5 | 1.75% | 1.94% | 2.13% | Q4 2013 | Q4 2014 | 5 |
Caprock Group, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q1 2017 | 5 |
Legacy Advisors, LLC | 4 | 1 | 0.01% | 0.22% | 0.41% | Q4 2017 | Q1 2019 | 5 |
Old North State Trust, LLC | 5 | 5 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q3 2019 | 5 |
Wealthstreet Investment Advisors, LLC | 5 | 5 | 0.03% | 0.07% | 0.13% | Q4 2017 | Q4 2018 | 5 |
McAdams Wright Ragen, Inc. | 4 | 1 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2014 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.09% | 0.28% | 0.41% | Q4 2016 | Q4 2017 | 5 |
Sargent Bickham Lagudis LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 5 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.38% | 0.39% | 0.39% | Q3 2018 | Q3 2019 | 5 |
Probabilities Fund Management, LLC | 5 | 5 | 0.50% | 0.87% | 1.47% | Q4 2017 | Q4 2018 | 5 |
Steward Partners Investment Advisory, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 5 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.01% | 0.40% | 1.53% | Q3 2013 | Q3 2019 | 5 |
Corient Capital Partners, LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q3 2016 | Q3 2017 | 5 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 5 |
Castleton Investment Management LLC | 3 | 1 | 0.25% | 1.12% | 2.85% | Q4 2016 | Q1 2019 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q4 2014 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
BlackRock Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 4 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 4 | 4 | 0.27% | 0.31% | 0.33% | Q4 2014 | Q3 2015 | 4 |
GREAT LAKES ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.18% | 0.33% | Q3 2017 | Q2 2018 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Archer Investment Corp | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2018 | Q3 2019 | 4 |
WEDBUSH SECURITIES INC | 3 | 1 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q2 2014 | 4 |
Callahan Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2014 | Q1 2015 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.26% | 0.27% | 0.29% | Q4 2018 | Q3 2019 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q3 2014 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2015 | 4 |
DELPHI FINANCIAL GROUP, INC. | 4 | 4 | 3.06% | 4.67% | 6.05% | Q3 2017 | Q2 2018 | 4 |
AGF Investments LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
Summit Financial, LLC | 4 | 4 | 0.05% | 0.09% | 0.13% | Q4 2018 | Q3 2019 | 4 |
TRAIN BABCOCK ADVISORS LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2014 | Q4 2014 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.22% | 0.24% | 0.28% | Q4 2018 | Q3 2019 | 4 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2016 | 4 |
BLB&B Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q4 2014 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 4 |
Airain ltd | 3 | 1 | 0.02% | 0.08% | 0.15% | Q1 2015 | Q3 2016 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 4 |
Partners Group Holding AG | 4 | 4 | 0.07% | 0.09% | 0.14% | Q4 2016 | Q3 2017 | 4 |
SEI TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Ferris Capital, LLC | 4 | 4 | 0.04% | 0.10% | 0.14% | Q2 2017 | Q1 2018 | 4 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.00% | 1.10% | 2.73% | Q2 2013 | Q3 2017 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Jackson Hole Capital Partners, LLC | 4 | 4 | 0.20% | 0.42% | 0.52% | Q4 2018 | Q3 2019 | 4 |
Camarda Financial Advisors, LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q3 2017 | Q2 2018 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q2 2017 | 4 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 4 |
Cerebellum GP, LLC | 3 | 1 | 0.18% | 0.21% | 0.28% | Q2 2018 | Q2 2019 | 4 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
THOMPSON DAVIS & CO., INC. | 4 | 4 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q2 2016 | 4 |
Quadrature Capital Ltd | 2 | 2 | 0.02% | 0.09% | 0.21% | Q1 2016 | Q1 2017 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2017 | Q3 2018 | 4 |
EXCELSIA, INC. | 4 | 4 | 1.67% | 3.49% | 5.14% | Q3 2014 | Q2 2015 | 4 |
FAIRFIELD, BUSH & CO. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2014 | Q2 2015 | 4 |
Syntal Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Private Ocean, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2013 | Q3 2014 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Everett Capital Advisors UK LLP | 1 | 1 | 0.27% | 1.03% | 1.58% | Q1 2018 | Q2 2019 | 4 |
Highstreet Asset Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Antonetti Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 4 |
ALTFEST L J & CO INC | 3 | 1 | 0.09% | 0.13% | 0.20% | Q1 2014 | Q2 2017 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 4 |
Crescent Grove Advisors, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q3 2019 | 4 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.14% | 0.25% | 0.37% | Q1 2016 | Q3 2016 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
HERITAGE INVESTORS MANAGEMENT CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Sageworth Trust Co | 3 | 3 | 0.08% | 0.14% | 0.26% | Q2 2013 | Q4 2013 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
TORONTO DOMINION BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.09% | 0.27% | Q4 2015 | Q3 2019 | 3 |
Zions Bancorporation, N.A. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Signature Financial Management, Inc. | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2017 | Q3 2017 | 3 |
Atria Investments, Inc | 3 | 3 | 0.04% | 0.14% | 0.20% | Q3 2013 | Q1 2014 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.30% | 0.46% | Q3 2014 | Q1 2017 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q2 2019 | 3 |
WMS Partners, LLC | 3 | 3 | 0.03% | 0.06% | 0.07% | Q4 2014 | Q2 2015 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Strategic Capital Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 3 |
RATIONAL ADVISORS LLC | 3 | 3 | 0.23% | 0.46% | 0.69% | Q3 2016 | Q1 2017 | 3 |
KGH Ltd | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2015 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Lowe Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q2 2015 | 3 |
PEAK6 Investments LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 3 |
Castle Rock Wealth Management, LLC | 3 | 3 | 0.58% | 0.99% | 1.48% | Q4 2017 | Q2 2018 | 3 |
CCM INVESTMENT ADVISERS LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Marshall Wace North America L.P. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q4 2017 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Telemetry Investments, L.L.C. | 2 | 1 | 0.17% | 0.90% | 1.66% | Q1 2015 | Q3 2019 | 3 |
Realta Investment Advisors | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
DekaBank Deutsche Girozentrale | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Summit X, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q2 2017 | Q4 2017 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Parasol Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
EnTrustPermal Management LLC | 3 | 3 | 1.29% | 1.49% | 1.68% | Q1 2017 | Q3 2017 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q2 2017 | 3 |
Perella Weinberg Partners Capital Management LP | 3 | 3 | 0.22% | 0.40% | 0.74% | Q4 2018 | Q2 2019 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Indiana Trust & Investment Management CO | 2 | 1 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q2 2014 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2013 | Q2 2014 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
LCNB CORP | 3 | 3 | 0.20% | 0.21% | 0.23% | Q4 2016 | Q2 2017 | 3 |
Argentus Capital Management, LLC | 2 | 1 | 0.04% | 0.16% | 0.25% | Q2 2014 | Q3 2015 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
KOCH INDUSTRIES INC | 2 | 1 | 0.06% | 0.23% | 0.50% | Q4 2016 | Q1 2018 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 1 | 0.27% | 0.31% | 0.33% | Q3 2018 | Q3 2019 | 3 |
Inscription Capital, LLC | 3 | 3 | 0.12% | 0.16% | 0.22% | Q4 2018 | Q2 2019 | 3 |
Peregrine Asset Advisers, Inc. | 3 | 3 | 0.44% | 0.47% | 0.52% | Q1 2013 | Q3 2013 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Heritage Way Advisors, LLC | 3 | 3 | 0.18% | 0.20% | 0.21% | Q4 2016 | Q2 2017 | 3 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Kellner Capital, LLC | 2 | 2 | 0.74% | 1.50% | 2.26% | Q2 2019 | Q3 2019 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.51% | 0.56% | 0.61% | Q4 2009 | Q1 2010 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CSS LLC/IL | 2 | 2 | 0.08% | 0.25% | 0.42% | Q1 2014 | Q2 2014 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2016 | 2 |
FARALLON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.19% | 0.70% | 1.21% | Q2 2019 | Q3 2019 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Ruggie Capital Group | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Yakira Capital Management, Inc. | 2 | 2 | 0.60% | 3.10% | 5.59% | Q2 2019 | Q3 2019 | 2 |
McGowan Group Asset Management, Inc. | 2 | 2 | 0.63% | 0.67% | 0.72% | Q4 2017 | Q1 2018 | 2 |
STRATEGIC CAPITAL ADVISERS, INC. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q1 2018 | 2 |
Campbell Wealth Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
Terra Nova Asset Management LLC | 2 | 2 | 0.50% | 0.51% | 0.52% | Q1 2015 | Q2 2015 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q2 2017 | 2 |
FBR & Co. | 2 | 2 | 0.40% | 0.44% | 0.48% | Q3 2013 | Q4 2013 | 2 |
LMR Partners LLP | 2 | 2 | 0.69% | 0.87% | 1.04% | Q2 2019 | Q3 2019 | 2 |
Man Group plc | 2 | 2 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q3 2019 | 2 |
SWS Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Portland Global Advisors LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2014 | Q2 2014 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2018 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.22% | 0.30% | 0.38% | Q3 2018 | Q3 2018 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 2 | 2 | 0.42% | 1.86% | 3.31% | Q2 2019 | Q3 2019 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2019 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.29% | 0.57% | Q4 2016 | Q2 2019 | 2 |
SeaBridge Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
TCF National Bank | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q2 2020 | 2 |
SPINNAKER TRUST | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q4 2017 | 2 |
Riverview Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Beryl Capital Management LLC | 2 | 2 | 3.52% | 13.09% | 22.67% | Q2 2019 | Q3 2019 | 2 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2019 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
IndexIQ Advisors LLC | 2 | 2 | 0.42% | 0.45% | 0.49% | Q2 2019 | Q3 2019 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2019 | Q3 2019 | 2 |
Lido Advisors, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q2 2018 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
WATER ISLAND CAPITAL LLC | 2 | 2 | 1.41% | 4.07% | 6.73% | Q2 2019 | Q3 2019 | 2 |
GABELLI FUNDS LLC | 2 | 2 | 0.05% | 0.17% | 0.28% | Q2 2019 | Q3 2019 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
GABLES CAPITAL MANAGEMENT INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
STATE OF WISCONSIN INVESTMENT BOARD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q4 2018 | 2 |
Chicago Capital Management, LLC | 2 | 2 | 2.26% | 3.70% | 5.13% | Q2 2019 | Q3 2019 | 2 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.10% | 0.11% | 0.13% | Q2 2014 | Q2 2015 | 2 |
MetLife Investment Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Maso Capital Partners Ltd | 2 | 2 | 11.07% | 12.57% | 14.06% | Q2 2019 | Q3 2019 | 2 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2019 | Q3 2019 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q3 2019 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q4 2017 | 2 |
Intersect Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Alberta Investment Management Corp | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.19% | 0.21% | 0.24% | Q4 2017 | Q1 2018 | 2 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2019 | Q3 2019 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.10% | 0.19% | Q2 2017 | Q2 2017 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2015 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q2 2014 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Westchester Capital Management, LLC | 2 | 2 | 0.98% | 1.27% | 1.57% | Q2 2019 | Q3 2019 | 2 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2015 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
MCMILLION CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
First Trust Bank, Ltd. | 2 | 2 | 14.72% | 15.41% | 16.10% | Q1 2016 | Q2 2016 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q3 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Franklin Square Holdings, L.P. | 2 | 2 | 0.55% | 0.59% | 0.62% | Q1 2017 | Q2 2017 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.10% | 0.11% | 0.13% | Q4 2016 | Q4 2017 | 2 |
Sound View Wealth Advisors Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 2 |
Orinda Asset Management LLC | 2 | 2 | 6.09% | 6.30% | 6.52% | Q2 2019 | Q3 2019 | 2 |
Alpine Global Management, LLC | 2 | 2 | 1.05% | 1.15% | 1.25% | Q2 2019 | Q3 2019 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 2 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 2 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.28% | 0.33% | 0.39% | Q1 2018 | Q2 2018 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q2 2016 | 2 |
GARDNER LEWIS ASSET MANAGEMENT L P | 2 | 2 | 2.14% | 3.42% | 4.69% | Q2 2019 | Q3 2019 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2017 | Q2 2018 | 2 |
Lebenthal Holdings,LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2016 | Q2 2016 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Moab Capital Partners | 1 | 1 | 6.69% | 6.69% | 6.69% | Q3 2019 | Q3 2019 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2014 | Q4 2014 | 1 |
Jump Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Glenview Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2009 | Q4 2009 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 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% | Q3 2019 | Q3 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
MHI Funds, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2018 | Q3 2018 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
NORDEA INVESTMENT MANAGEMENT AB | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
HighVista Strategies LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q3 2019 | Q3 2019 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
SAB CAPITAL MANAGEMENT LP | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2013 | Q3 2013 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2017 | Q4 2017 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2014 | Q4 2014 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ORIX Corp USA | 1 | 1 | 8.04% | 8.04% | 8.04% | Q1 2018 | Q1 2018 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
SHIKIAR ASSET MANAGEMENT INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
DLD Asset Management, LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2019 | Q2 2019 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Centiva Capital, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Stifel Trust Company, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Forward Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Goodman Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SMITH, MOORE & CO. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2014 | Q3 2014 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
First Trust Capital Management L.P. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Burren Capital Advisors Ltd | 1 | 1 | 3.88% | 3.88% | 3.88% | Q3 2019 | Q3 2019 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
XR Securities LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
REINHART PARTNERS, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Quotient Investors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Green Owl Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Hillview Capital Advisors, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2015 | Q3 2015 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2016 | Q4 2016 | 1 |
Sand Grove Capital Management LLP | 1 | 1 | 8.88% | 8.88% | 8.88% | Q3 2019 | Q3 2019 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Ledyard National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Bridgewater Wealth & Financial Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Oribel Capital Management, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2019 | Q3 2019 | 1 |
OMNI PARTNERS LLP | 1 | 1 | 3.32% | 3.32% | 3.32% | Q3 2019 | Q3 2019 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TradeLink Capital LLC | 1 | 1 | 6.02% | 6.02% | 6.02% | Q2 2017 | Q2 2017 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
HHG & Company, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2013 | Q4 2013 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
VERTEX ONE ASSET MANAGEMENT INC. | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2019 | Q2 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Blackstone Inc. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2017 | Q4 2017 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MASON STREET ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Ellevest, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Simmons Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Progeny 3, Inc. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2014 | Q3 2014 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2016 | Q3 2016 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
First Eagle Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
RR Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2019 | Q3 2019 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own BUCKEYE PARTNERS L P or have owned BUCKEYE PARTNERS L P in the past.