Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 22 | 4 | 0.00% | 0.00% | 0.04% | Q1 2012 | Q3 2018 | 76 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2018 | 60 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2018 | 57 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q2 2018 | 54 |
Walleye Trading LLC | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2018 | 54 |
Spot Trading L.L.C | 14 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2017 | 40 |
HUNTINGTON NATIONAL BANK | 20 | 16 | 0.00% | 0.01% | 0.03% | Q1 2009 | Q3 2018 | 36 |
Cutler Group LLC / CA | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2018 | 35 |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2018 | 34 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 33 |
Nuveen Asset Management, LLC | 22 | 22 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2018 | 31 |
Parallax Volatility Advisers, L.P. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 30 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2018 | 30 |
Creative Planning | 22 | 22 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2018 | 25 |
Heronetta Management, L.P. | 24 | 24 | 1.45% | 3.03% | 4.30% | Q4 2012 | Q3 2018 | 24 |
BANK OF MONTREAL /CAN/ | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2018 | 24 |
BEACH INVESTMENT COUNSEL INC/PA | 23 | 23 | 0.01% | 0.04% | 0.06% | Q1 2013 | Q3 2018 | 23 |
OppenheimerFunds, Inc. | 23 | 23 | 0.15% | 0.36% | 0.61% | Q1 2013 | Q3 2018 | 23 |
SALEM INVESTMENT COUNSELORS INC | 22 | 1 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q1 2019 | 23 |
WOLVERINE TRADING, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 23 |
MOODY NATIONAL BANK TRUST DIVISION | 23 | 23 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2018 | 23 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 23 |
CREDIT SUISSE AG/ | 23 | 23 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q3 2018 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2018 | 22 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 22 | 22 | 0.12% | 0.34% | 0.52% | Q2 2013 | Q3 2018 | 22 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 22 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2018 | 22 |
WHITTIER TRUST CO | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 22 |
Haverford Trust Co | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
CINCINNATI INSURANCE CO | 22 | 22 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2018 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 22 |
Bartlett & Co. LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2018 | 22 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 22 | 22 | 0.13% | 1.37% | 3.37% | Q2 2013 | Q3 2018 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2018 | 22 |
NORTHERN TRUST CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
BRIDGES INVESTMENT MANAGEMENT INC | 22 | 22 | 0.03% | 0.12% | 0.19% | Q2 2013 | Q3 2018 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Whitnell & Co. | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2018 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2018 | 22 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 22 |
BESSEMER GROUP INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
DELTA ASSET MANAGEMENT LLC/TN | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 22 |
BALDWIN BROTHERS LLC/MA | 22 | 22 | 0.02% | 0.11% | 0.21% | Q2 2013 | Q3 2018 | 22 |
GLENMEDE TRUST CO NA | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.03% | 0.42% | 1.16% | Q2 2013 | Q3 2018 | 22 |
TIEDEMANN ADVISORS, LLC | 22 | 22 | 0.38% | 1.84% | 3.87% | Q2 2013 | Q3 2018 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
TRUST CO OF VERMONT | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 22 |
FIRST MANHATTAN CO. LLC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
ADVISORY RESEARCH INC | 22 | 22 | 0.17% | 1.04% | 2.58% | Q2 2013 | Q3 2018 | 22 |
Texas Yale Capital Corp. | 22 | 22 | 0.24% | 1.00% | 1.73% | Q2 2013 | Q3 2018 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 22 |
BLACKHILL CAPITAL INC | 22 | 22 | 0.08% | 0.20% | 0.31% | Q2 2013 | Q3 2018 | 22 |
DUNCKER STREETT & CO INC | 22 | 22 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2018 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2018 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2018 | 22 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 22 | 22 | 0.06% | 0.64% | 1.30% | Q2 2013 | Q3 2018 | 22 |
Oxbow Advisors, LLC | 22 | 22 | 0.09% | 1.28% | 2.16% | Q2 2013 | Q3 2018 | 22 |
Sandy Spring Bank | 22 | 22 | 0.00% | 0.07% | 0.30% | Q2 2013 | Q3 2018 | 22 |
Segment Wealth Management, LLC | 22 | 22 | 0.06% | 0.26% | 0.44% | Q2 2013 | Q3 2018 | 22 |
Estabrook Capital Management | 22 | 22 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2018 | 22 |
CAPITAL ADVISORS INC/OK | 22 | 22 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2018 | 22 |
Adams Asset Advisors, LLC | 22 | 22 | 0.26% | 0.61% | 0.87% | Q2 2013 | Q3 2018 | 22 |
Energy Income Partners, LLC | 22 | 22 | 2.63% | 3.42% | 3.87% | Q2 2013 | Q3 2018 | 22 |
Evercore Wealth Management, LLC | 22 | 22 | 0.01% | 0.16% | 0.57% | Q2 2013 | Q3 2018 | 22 |
ROTHSCHILD INVESTMENT LLC /IL | 22 | 22 | 0.04% | 0.23% | 0.54% | Q2 2013 | Q3 2018 | 22 |
AMERICAN NATIONAL INSURANCE CO | 22 | 22 | 0.01% | 0.15% | 0.24% | Q2 2013 | Q3 2018 | 22 |
PEAPACK GLADSTONE FINANCIAL CORP | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2018 | 22 |
BARINGS LLC | 22 | 22 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2018 | 22 |
Cohen Capital Management, Inc. | 22 | 22 | 0.39% | 1.11% | 1.76% | Q2 2013 | Q3 2018 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2018 | 22 |
HM PAYSON & CO | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 22 |
ClearBridge Investments | 22 | 22 | 0.09% | 0.26% | 0.40% | Q2 2013 | Q3 2018 | 22 |
CULLEN/FROST BANKERS, INC. | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 22 |
MACQUARIE GROUP LTD | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2018 | 22 |
Endurance Wealth Management, Inc. | 22 | 22 | 0.04% | 0.18% | 0.37% | Q2 2013 | Q3 2018 | 22 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 22 | 22 | 0.01% | 0.09% | 0.15% | Q2 2013 | Q3 2018 | 22 |
DIVIDEND ASSETS CAPITAL, LLC | 22 | 22 | 0.07% | 0.26% | 0.74% | Q2 2013 | Q3 2018 | 22 |
NOVARE CAPITAL MANAGEMENT LLC | 22 | 22 | 0.25% | 0.88% | 1.52% | Q2 2013 | Q3 2018 | 22 |
ENTERPRISE FINANCIAL SERVICES CORP | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2018 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 22 | 22 | 0.21% | 0.99% | 1.92% | Q2 2013 | Q3 2018 | 22 |
COURIER CAPITAL LLC | 22 | 22 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2018 | 22 |
EVERETT HARRIS & CO /CA/ | 22 | 22 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2018 | 22 |
Hudock, Inc. | 22 | 22 | 0.01% | 0.08% | 0.27% | Q2 2013 | Q3 2018 | 22 |
BLAIR WILLIAM & CO/IL | 22 | 22 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2018 | 22 |
ALPS ADVISORS INC | 22 | 22 | 1.28% | 2.77% | 3.97% | Q2 2013 | Q3 2018 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
GUGGENHEIM CAPITAL LLC | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2018 | 22 |
FIRST TRUST ADVISORS LP | 16 | 5 | 0.01% | 0.09% | 0.64% | Q2 2013 | Q3 2018 | 21 |
Invesco Ltd. | 12 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 21 |
STEEL GROVE CAPITAL ADVISORS, LLC | 15 | 6 | 0.16% | 1.72% | 3.12% | Q2 2013 | Q3 2018 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q2 2018 | 21 |
Janney Montgomery Scott LLC | 12 | 9 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2018 | 21 |
JNBA Financial Advisors | 13 | 8 | 0.00% | 0.11% | 0.21% | Q2 2013 | Q3 2018 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.08% | 0.28% | 0.51% | Q2 2013 | Q2 2018 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
MCF Advisors LLC | 21 | 21 | 0.01% | 0.03% | 0.09% | Q4 2011 | Q4 2016 | 21 |
American National Registered Investment Advisor, Inc. | 21 | 21 | 0.06% | 0.19% | 0.30% | Q2 2013 | Q2 2018 | 21 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 19 | 2 | 0.23% | 0.85% | 2.00% | Q2 2013 | Q3 2018 | 21 |
Harvest Fund Advisors LLC | 18 | 3 | 0.24% | 1.58% | 2.84% | Q2 2013 | Q3 2018 | 21 |
Global X Management CO LLC | 21 | 21 | 0.36% | 0.68% | 1.13% | Q2 2013 | Q2 2018 | 21 |
DEUTSCHE BANK AG\ | 21 | 21 | 0.00% | 0.19% | 0.44% | Q3 2013 | Q3 2018 | 21 |
Winslow, Evans & Crocker, Inc. | 20 | 20 | 0.03% | 0.09% | 0.20% | Q4 2013 | Q3 2018 | 20 |
SECURITY NATIONAL TRUST CO | 20 | 20 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q1 2018 | 20 |
EAGLE GLOBAL ADVISORS LLC | 20 | 20 | 0.12% | 0.52% | 1.45% | Q2 2013 | Q1 2018 | 20 |
UBS Group AG | 16 | 16 | 0.00% | 0.04% | 0.10% | Q4 2014 | Q3 2018 | 20 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 20 | 20 | 0.23% | 1.76% | 3.12% | Q2 2013 | Q1 2018 | 20 |
Huntington Steele LLC | 20 | 20 | 0.08% | 0.45% | 0.73% | Q2 2013 | Q1 2018 | 20 |
Northeast Financial Consultants Inc | 20 | 20 | 0.05% | 0.68% | 2.48% | Q4 2013 | Q3 2018 | 20 |
Blume Capital Management, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 20 |
OLD SECOND NATIONAL BANK OF AURORA | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Maple Capital Management, Inc. | 19 | 19 | 0.04% | 0.53% | 0.93% | Q2 2013 | Q4 2017 | 19 |
CONNING INC. | 19 | 19 | 0.03% | 0.11% | 0.22% | Q1 2014 | Q3 2018 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2017 | 19 |
Moors & Cabot, Inc. | 19 | 19 | 0.12% | 0.52% | 0.97% | Q1 2014 | Q3 2018 | 19 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q3 2018 | 19 |
WealthTrust-Arizona, LLC | 19 | 19 | 0.05% | 0.26% | 0.46% | Q2 2013 | Q4 2017 | 19 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 19 | 19 | 0.20% | 0.35% | 0.58% | Q2 2013 | Q4 2017 | 19 |
CIBC Private Wealth Group, LLC | 19 | 19 | 0.00% | 0.39% | 1.25% | Q1 2014 | Q3 2018 | 19 |
Neuberger Berman Group LLC | 19 | 19 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q4 2017 | 19 |
STATE STREET CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
LUCAS CAPITAL MANAGEMENT | 19 | 19 | 0.49% | 1.06% | 1.56% | Q1 2013 | Q3 2017 | 19 |
Barnett & Company, Inc. | 10 | 9 | 0.06% | 0.15% | 0.31% | Q2 2013 | Q1 2018 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.14% | 0.26% | 0.43% | Q2 2013 | Q4 2017 | 19 |
FCM INVESTMENTS/TX | 16 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2014 | 18 |
OPPENHEIMER & CO INC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 18 |
CENTRAL TRUST Co | 16 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 18 |
ASSOCIATED BANC-CORP | 18 | 18 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q2 2018 | 18 |
Highlander Capital Management, LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
USCA RIA LLC | 18 | 18 | 0.04% | 0.15% | 0.33% | Q2 2013 | Q3 2017 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 18 |
Advisors Asset Management, Inc. | 18 | 18 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2017 | 18 |
American Assets Investment Management, LLC | 18 | 18 | 0.07% | 0.18% | 0.30% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
TRAVELERS COMPANIES, INC. | 18 | 18 | 4.46% | 5.74% | 6.93% | Q2 2013 | Q3 2017 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.04% | 0.18% | 0.30% | Q2 2013 | Q3 2017 | 18 |
Bank of New York Mellon Corp | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 18 |
MAI Capital Management | 18 | 18 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2017 | 18 |
Mathes Company, Inc. | 18 | 18 | 0.08% | 0.21% | 0.35% | Q2 2013 | Q3 2017 | 18 |
ING GROEP NV | 7 | 1 | 0.03% | 0.24% | 1.13% | Q3 2013 | Q3 2018 | 17 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2021 | 17 |
MILLER HOWARD INVESTMENTS INC /NY | 16 | 1 | 0.12% | 0.87% | 1.32% | Q2 2013 | Q1 2018 | 17 |
Sippican Capital Advisors | 17 | 17 | 0.40% | 0.63% | 0.91% | Q3 2014 | Q3 2018 | 17 |
KEYBANK NATIONAL ASSOCIATION/OH | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q4 2016 | 17 |
THOMPSON DAVIS & CO., INC. | 16 | 1 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q2 2018 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.07% | 0.21% | 0.34% | Q2 2013 | Q2 2017 | 17 |
M&T BANK CORP | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2018 | 17 |
ALLIANCEBERNSTEIN L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 17 |
SUNTRUST BANKS INC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 17 |
CAPITAL GUARDIAN TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Capital Investment Advisors, LLC | 9 | 7 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2018 | 16 |
REGIONS FINANCIAL CORP | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2018 | 16 |
Summit Equities Inc | 16 | 16 | 0.11% | 0.41% | 1.13% | Q1 2014 | Q4 2017 | 16 |
Salient Capital Advisors, LLC | 11 | 1 | 0.01% | 0.03% | 0.21% | Q2 2013 | Q3 2018 | 16 |
Avior Wealth Management, LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q4 2017 | 16 |
Fernwood Investment Management, LLC | 16 | 16 | 0.15% | 0.37% | 0.57% | Q4 2013 | Q3 2017 | 16 |
Tradewinds Capital Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 16 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 16 | 16 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q1 2017 | 16 |
Tower Research Capital LLC (TRC) | 8 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2018 | 16 |
Edgemoor Investment Advisors, Inc. | 16 | 16 | 0.03% | 0.16% | 0.26% | Q2 2013 | Q1 2017 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 16 | 16 | 0.01% | 0.05% | 0.10% | Q3 2013 | Q2 2017 | 16 |
Veritable, L.P. | 14 | 2 | 0.01% | 0.04% | 0.06% | Q4 2012 | Q4 2016 | 16 |
HSBC HOLDINGS PLC | 15 | 1 | 0.00% | 0.01% | 0.10% | Q3 2014 | Q3 2018 | 16 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2018 | 16 |
Community Bank, N.A. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 16 | 16 | 0.06% | 0.57% | 1.21% | Q1 2014 | Q4 2017 | 16 |
FineMark National Bank & Trust | 16 | 16 | 0.01% | 0.02% | 0.11% | Q2 2013 | Q1 2017 | 16 |
WFG Advisors, LP | 15 | 15 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
BNP PARIBAS FINANCIAL MARKETS | 12 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2018 | 15 |
KINGS POINT CAPITAL MANAGEMENT | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2017 | 15 |
Stratos Wealth Partners, LTD. | 13 | 2 | 0.01% | 0.05% | 0.24% | Q4 2014 | Q3 2018 | 15 |
NewSquare Capital LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
HOWE & RUSLING INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Saturna Capital CORP | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
SOLARIS ASSET MANAGEMENT LLC | 11 | 4 | 0.00% | 0.28% | 0.49% | Q2 2013 | Q2 2017 | 15 |
Renaissance Technologies | 6 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2017 | 15 |
WILLIAMS JONES & ASSOCIATES LLC | 15 | 15 | 0.02% | 0.08% | 0.23% | Q2 2013 | Q4 2016 | 15 |
REAVES W H & CO INC | 15 | 15 | 0.10% | 0.18% | 0.28% | Q2 2013 | Q4 2016 | 15 |
SYNOVUS FINANCIAL CORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 15 |
Private Advisor Group, LLC | 10 | 5 | 0.01% | 0.13% | 0.28% | Q4 2013 | Q4 2017 | 15 |
MUFG Americas Holdings Corp | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q2 2014 | 15 |
CHELSEA COUNSEL CO | 15 | 15 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q4 2016 | 15 |
First Allied Advisory Services, Inc. | 15 | 15 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q4 2016 | 15 |
AQR Arbitrage LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2018 | 15 |
GOODWIN DANIEL L | 14 | 14 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q3 2016 | 14 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q3 2017 | 14 |
Cypress Capital Management LLC (WY) | 13 | 1 | 0.01% | 0.56% | 1.31% | Q4 2014 | Q2 2019 | 14 |
Maryland Capital Management | 14 | 14 | 0.03% | 0.16% | 0.49% | Q2 2013 | Q3 2016 | 14 |
ANCHOR CAPITAL ADVISORS LLC | 11 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 14 |
Lehman Financial Resources, Inc. | 12 | 2 | 0.11% | 0.89% | 2.08% | Q1 2013 | Q4 2016 | 14 |
CNA FINANCIAL CORP | 14 | 14 | 0.27% | 1.30% | 2.04% | Q2 2013 | Q3 2016 | 14 |
Kistler-Tiffany Companies, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Smithfield Trust Co | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2018 | 14 |
Patten Group, Inc. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2018 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 14 |
Sonora Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
WBH ADVISORY INC | 11 | 2 | 0.07% | 0.14% | 0.20% | Q2 2013 | Q4 2016 | 13 |
FIRST INTERSTATE BANK | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2018 | 13 |
TIEDEMANN TRUST CO | 13 | 13 | 1.11% | 1.92% | 3.98% | Q2 2013 | Q2 2016 | 13 |
Virtu KCG Holdings LLC | 12 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q2 2017 | 13 |
NATIONAL PLANNING CORP | 13 | 13 | 0.05% | 0.15% | 0.20% | Q2 2013 | Q2 2016 | 13 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2018 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2016 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.18% | 0.24% | 0.29% | Q2 2013 | Q2 2016 | 13 |
AMERICAN FINANCIAL GROUP INC | 13 | 13 | 0.05% | 0.08% | 0.12% | Q3 2015 | Q3 2018 | 13 |
Cetera Advisor Networks LLC | 12 | 1 | 0.01% | 0.03% | 0.04% | Q1 2013 | Q3 2016 | 13 |
Trust Asset Management LLC | 12 | 1 | 0.42% | 1.25% | 2.23% | Q3 2011 | Q3 2018 | 13 |
Plante Moran Financial Advisors, LLC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q2 2016 | 13 |
Sumitomo Mitsui Trust Holdings, Inc. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 13 |
KANALY TRUST CO | 13 | 13 | 0.02% | 0.09% | 0.13% | Q4 2013 | Q4 2016 | 13 |
Ledyard National Bank | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 13 |
Diversified Trust Co | 9 | 1 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q4 2016 | 13 |
Raymond James Financial Services Advisors, Inc. | 11 | 2 | 0.01% | 0.02% | 0.07% | Q2 2015 | Q3 2018 | 13 |
Linscomb & Williams, Inc. | 13 | 13 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q2 2016 | 13 |
Plancorp, LLC | 10 | 3 | 0.10% | 0.41% | 1.06% | Q2 2015 | Q3 2018 | 13 |
THOMPSON SIEGEL & WALMSLEY LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 13 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2018 | 12 |
PRIVATE TRUST CO NA | 12 | 12 | 0.03% | 0.06% | 0.12% | Q1 2013 | Q4 2015 | 12 |
Apriem Advisors | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Covington Capital Management | 5 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 12 |
Sheaff Brock Investment Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q3 2018 | 12 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2016 | 12 |
Parkside Financial Bank & Trust | 12 | 12 | 0.01% | 0.25% | 0.54% | Q3 2015 | Q2 2018 | 12 |
First Horizon Advisors, Inc. | 8 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2018 | 12 |
COUNTRY TRUST BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 12 |
Mosaic Family Wealth, LLC | 12 | 12 | 0.04% | 0.13% | 0.25% | Q4 2015 | Q3 2018 | 12 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.18% | 0.24% | 0.34% | Q2 2013 | Q4 2017 | 12 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2018 | 12 |
TORONTO DOMINION BANK | 9 | 3 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q1 2018 | 12 |
Harbour Capital Advisors, LLC | 10 | 1 | 0.04% | 0.23% | 0.48% | Q1 2013 | Q1 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Wealthspire Advisors, L.P. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2018 | 12 |
Chicago Partners Investment Group LLC | 7 | 5 | 0.01% | 0.04% | 0.14% | Q4 2014 | Q3 2018 | 12 |
Virtu Financial LLC | 7 | 2 | 0.03% | 0.11% | 0.26% | Q3 2015 | Q3 2018 | 11 |
Pointe Capital Management LLC | 7 | 4 | 0.24% | 0.60% | 1.01% | Q1 2015 | Q4 2017 | 11 |
1832 Asset Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 11 |
VSR Financial Services, Inc. | 7 | 4 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q2 2016 | 11 |
First City Capital Management, Inc. | 8 | 3 | 0.07% | 0.18% | 0.25% | Q2 2013 | Q1 2016 | 11 |
HHG & Company, LLC | 11 | 11 | 0.06% | 0.10% | 0.12% | Q2 2013 | Q4 2015 | 11 |
Rafferty Asset Management, LLC | 7 | 1 | 0.01% | 0.07% | 0.25% | Q2 2015 | Q3 2018 | 11 |
Alexandria Capital, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q2 2018 | 11 |
North Star Investment Management Corp. | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2017 | 11 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2018 | 11 |
COMMERCE BANK | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 11 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 11 |
JENNISON ASSOCIATES LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 11 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 11 |
STERLING INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.62% | 0.90% | 1.16% | Q2 2013 | Q4 2015 | 11 |
TPH Asset Management, LLC | 4 | 2 | 0.08% | 1.92% | 10.73% | Q1 2013 | Q1 2017 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.17% | 0.34% | 0.41% | Q2 2013 | Q3 2015 | 10 |
BOSTON FINANCIAL MANGEMENT LLC | 10 | 10 | 0.11% | 0.16% | 0.20% | Q2 2013 | Q3 2015 | 10 |
Zions Bancorporation | 6 | 2 | 0.00% | 0.04% | 0.07% | Q1 2015 | Q3 2018 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2017 | 10 |
Municipal Employees' Retirement System of Michigan | 10 | 10 | 0.13% | 0.20% | 0.27% | Q1 2016 | Q2 2018 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.26% | 0.59% | 0.87% | Q3 2013 | Q4 2015 | 10 |
Center Coast Capital Advisors, LP | 6 | 4 | 1.71% | 3.01% | 5.06% | Q2 2013 | Q4 2017 | 10 |
Accredited Investors Inc. | 10 | 10 | 0.05% | 0.10% | 0.14% | Q4 2015 | Q1 2018 | 10 |
BRADLEY FOSTER & SARGENT INC/CT | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 10 |
BAR HARBOR WEALTH MANAGEMENT | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2013 | Q2 2015 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.04% | 0.10% | 0.14% | Q4 2015 | Q1 2018 | 10 |
Hemenway Trust Co LLC | 10 | 10 | 0.15% | 0.19% | 0.22% | Q1 2013 | Q2 2015 | 10 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.13% | 0.18% | 0.24% | Q2 2013 | Q3 2015 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 10 |
SEI INVESTMENTS CO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2018 | 10 |
Carnegie Capital Asset Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2015 | 10 |
BAHL & GAYNOR INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
OTA Financial Group L.P. | 3 | 2 | 0.15% | 0.58% | 1.46% | Q4 2013 | Q1 2018 | 10 |
Penserra Capital Management LLC | 10 | 10 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q1 2018 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 10 |
LAZARD ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Brookfield Asset Management | 6 | 1 | 0.01% | 0.20% | 0.43% | Q3 2015 | Q3 2018 | 9 |
NATIONAL PENN INVESTORS TRUST CO /PA | 5 | 4 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q1 2016 | 9 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
CIBC Asset Management Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 9 |
State of New Jersey Common Pension Fund D | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 9 |
Holloway Wealth Management, LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q4 2018 | 9 |
BBVA USA Bancshares, Inc. | 9 | 9 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q2 2015 | 9 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9 | 9 | 0.01% | 0.11% | 0.24% | Q1 2014 | Q1 2016 | 9 |
REILLY FINANCIAL ADVISORS, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
IMA Wealth, Inc. | 9 | 9 | 0.17% | 0.20% | 0.28% | Q2 2013 | Q2 2015 | 9 |
ROPES WEALTH ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2017 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 9 |
SEGALL BRYANT & HAMILL, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 9 |
ASSETMARK, INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
Investors Capital Advisory Services | 9 | 9 | 0.05% | 0.29% | 0.52% | Q2 2013 | Q2 2015 | 9 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 5 | 2 | 0.12% | 0.42% | 0.80% | Q4 2013 | Q4 2016 | 9 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 9 | 9 | 0.15% | 0.21% | 0.27% | Q2 2013 | Q2 2015 | 9 |
HUTNER CAPITAL MANAGEMENT INC | 9 | 9 | 0.61% | 1.05% | 1.74% | Q3 2016 | Q3 2018 | 9 |
Guidant Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
First Capital Advisors Group, LLC. | 8 | 8 | 0.16% | 0.29% | 0.59% | Q4 2016 | Q3 2018 | 8 |
Maple-Brown Abbott Ltd | 8 | 8 | 2.32% | 2.77% | 3.49% | Q4 2016 | Q3 2018 | 8 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 8 | 8 | 2.40% | 3.81% | 5.02% | Q4 2016 | Q3 2018 | 8 |
Global Retirement Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 0.33% | 0.38% | 0.41% | Q2 2013 | Q1 2015 | 8 |
Virtus ETF Advisers LLC | 7 | 1 | 2.15% | 3.75% | 4.60% | Q1 2016 | Q3 2018 | 8 |
BOKF, NA | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2016 | 8 |
FRANKLIN RESOURCES INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 8 |
AQR Capital Management | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 8 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 8 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 5 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 8 |
LS Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
COHEN & STEERS, INC. | 6 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2017 | 8 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 5 | 3 | 0.26% | 0.31% | 0.40% | Q2 2013 | Q2 2015 | 8 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.06% | 0.14% | Q4 2013 | Q4 2015 | 8 |
WHALEROCK POINT PARTNERS, LLC | 8 | 8 | 0.23% | 0.30% | 0.39% | Q4 2013 | Q3 2015 | 8 |
Regal Investment Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Financial Architects, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
WEDBUSH SECURITIES INC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2018 | 8 |
CLINTON GROUP INC | 2 | 1 | 0.03% | 0.10% | 0.18% | Q1 2014 | Q4 2017 | 8 |
Index Management Solutions, LLC | 8 | 8 | 0.00% | 0.24% | 0.49% | Q2 2013 | Q1 2015 | 8 |
Hartford Financial Management Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 7 |
Van Hulzen Asset Management, LLC | 7 | 7 | 0.06% | 0.10% | 0.18% | Q1 2015 | Q3 2016 | 7 |
Legacy Advisors, LLC | 7 | 7 | 0.03% | 0.08% | 0.15% | Q1 2017 | Q3 2018 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2017 | 7 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.08% | 0.46% | Q1 2017 | Q3 2017 | 7 |
Advisors Capital Management, LLC | 7 | 7 | 0.47% | 0.53% | 0.57% | Q2 2013 | Q4 2014 | 7 |
Bedell Frazier Investment Counselling, LLC | 4 | 1 | 1.12% | 1.91% | 3.53% | Q3 2014 | Q3 2016 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
KELLEHER FINANCIAL ADVISORS | 5 | 1 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q1 2016 | 7 |
Pacific Center for Financial Services | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Acropolis Investment Management, LLC | 7 | 7 | 0.19% | 0.24% | 0.26% | Q3 2013 | Q1 2015 | 7 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 7 | 7 | 0.53% | 0.62% | 0.74% | Q4 2013 | Q2 2015 | 7 |
CYPRESS ASSET MANAGEMENT INC/TX | 3 | 1 | 0.04% | 0.08% | 0.28% | Q2 2013 | Q4 2016 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 7 |
Manchester Capital Management LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2018 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 1 | 0.00% | 0.13% | 0.18% | Q2 2014 | Q3 2018 | 7 |
Sargent Bickham Lagudis LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2014 | 7 |
BlackRock Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 7 |
WATERS PARKERSON & CO., LLC | 4 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2015 | 7 |
ROOSEVELT INVESTMENT GROUP LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q2 2014 | Q4 2015 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
DAVIS R M INC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 7 |
MARINER INVESTMENT GROUP LLC | 7 | 7 | 0.48% | 2.38% | 4.86% | Q2 2016 | Q4 2017 | 7 |
Cetera Advisors LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 7 |
COMERICA SECURITIES INC | 6 | 1 | 0.06% | 0.14% | 0.27% | Q1 2014 | Q4 2016 | 7 |
IFC Holdings Incorporated/FL | 5 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2015 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Private Ocean, LLC | 4 | 2 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q1 2018 | 6 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2018 | 6 |
American Research & Management Co. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.03% | 0.20% | 0.38% | Q3 2015 | Q3 2018 | 6 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 6 |
Intellectus Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
MONROE BANK & TRUST/MI | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 6 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2016 | 6 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 5 | 1 | 0.02% | 0.07% | 0.10% | Q4 2014 | Q2 2017 | 6 |
RATIONAL ADVISORS LLC | 6 | 6 | 0.05% | 0.20% | 0.37% | Q1 2012 | Q2 2013 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Ameritas Investment Partners, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 6 |
ARGENT TRUST COMPANY, N.A. | 6 | 6 | 0.20% | 0.24% | 0.28% | Q2 2014 | Q3 2015 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Tortoise Index Solutions, LLC | 4 | 2 | 0.26% | 0.41% | 0.58% | Q2 2015 | Q3 2018 | 6 |
WELLINGTON MANAGEMENT GROUP LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
Azimuth Capital Management LLC | 6 | 6 | 0.10% | 0.12% | 0.16% | Q3 2013 | Q4 2014 | 6 |
AMP Capital Investors Ltd | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q1 2016 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.19% | 0.24% | 0.28% | Q2 2013 | Q3 2014 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 6 |
COMMONWEALTH BANK OF AUSTRALIA | 6 | 6 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2014 | 6 |
BP CAPITAL FUND ADVISORS, LLC | 3 | 3 | 0.26% | 1.15% | 1.72% | Q2 2016 | Q1 2018 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
KEELEY ASSET MANAGEMENT CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Cordasco Financial Network | 6 | 6 | 1.11% | 1.78% | 2.17% | Q2 2014 | Q3 2015 | 6 |
Arrow Investment Advisors, LLC | 6 | 6 | 0.14% | 0.18% | 0.22% | Q2 2017 | Q3 2018 | 6 |
Zimmer Partners, LP | 3 | 2 | 0.02% | 0.08% | 0.18% | Q2 2017 | Q3 2018 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.05% | 0.17% | Q4 2015 | Q3 2016 | 5 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q2 2015 | 5 |
CapWealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 2 | 0.00% | 0.04% | 0.09% | Q3 2014 | Q3 2018 | 5 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q2 2018 | 5 |
ArrowMark Colorado Holdings LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 5 |
BROWN ADVISORY INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 5 |
WASHINGTON TRUST BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Mariner Wealth Advisors-Cincinnati, LLC | 5 | 5 | 0.03% | 0.05% | 0.05% | Q4 2015 | Q4 2016 | 5 |
McAdams Wright Ragen, Inc. | 4 | 1 | 0.02% | 0.14% | 0.33% | Q2 2013 | Q3 2014 | 5 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.06% | 0.17% | 0.24% | Q2 2013 | Q2 2014 | 5 |
Ranger International Management, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q2 2017 | 5 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 5 | 5 | 2.21% | 3.49% | 4.23% | Q2 2013 | Q2 2014 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2015 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2017 | 5 |
PARK CIRCLE Co | 3 | 2 | 0.09% | 0.24% | 0.48% | Q2 2017 | Q3 2018 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2018 | 5 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 2 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q2 2016 | 5 |
PINNACLE ASSOCIATES LTD | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q1 2018 | 5 |
BREWIN DOLPHIN LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 2 | 0.04% | 0.08% | 0.17% | Q4 2014 | Q2 2016 | 5 |
Raab & Moskowitz Asset Management LLC | 5 | 5 | 0.05% | 0.22% | 0.29% | Q4 2013 | Q4 2014 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.01% | 0.11% | 0.20% | Q4 2016 | Q4 2017 | 5 |
Mutual Advisors, LLC | 4 | 4 | 0.06% | 0.11% | 0.20% | Q4 2017 | Q3 2018 | 4 |
Energy Opportunities Capital Management, LLC | 4 | 4 | 0.97% | 1.58% | 2.03% | Q3 2014 | Q2 2015 | 4 |
Morse Asset Management, Inc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
F&V Capital Management, LLC | 4 | 4 | 0.28% | 0.31% | 0.34% | Q2 2013 | Q1 2014 | 4 |
Princeton Portfolio Strategies Group LLC | 3 | 1 | 0.07% | 0.12% | 0.14% | Q2 2015 | Q2 2016 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
TELEMUS CAPITAL, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q4 2016 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
American Portfolios Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
KHP Capital, LLC | 4 | 4 | 0.09% | 0.10% | 0.14% | Q4 2017 | Q3 2018 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
GREAT LAKES ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Castleton Investment Management LLC | 3 | 1 | 0.17% | 0.46% | 0.70% | Q2 2016 | Q1 2018 | 4 |
Balentine LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2016 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
CUMBERLAND ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Sterneck Capital Management, LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q2 2014 | Q1 2015 | 4 |
Private Capital Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Greenwich Investment Management, Inc. | 4 | 4 | 0.18% | 0.22% | 0.27% | Q3 2014 | Q2 2015 | 4 |
THOMASPARTNERS, INC. | 3 | 1 | 0.01% | 0.32% | 0.46% | Q2 2013 | Q2 2014 | 4 |
Global Endowment Management, LP | 3 | 1 | 0.09% | 0.29% | 0.80% | Q2 2013 | Q4 2016 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
GenTrust, LLC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2016 | Q3 2017 | 4 |
Fiduciary Trust Co International of Pennsylvania | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 4 |
Arbor Wealth Management, LLC | 3 | 1 | 0.78% | 2.73% | 3.58% | Q3 2017 | Q3 2018 | 4 |
Independent Advisor Alliance | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2018 | 4 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2016 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.08% | 0.13% | Q3 2017 | Q2 2018 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Airain ltd | 2 | 1 | 0.02% | 0.06% | 0.11% | Q1 2015 | Q3 2016 | 4 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.04% | 0.07% | 0.08% | Q4 2013 | Q1 2018 | 4 |
Spectrum Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 4 |
Western Standard LLC | 4 | 4 | 3.72% | 4.93% | 7.85% | Q2 2017 | Q1 2018 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 4 |
LBA Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
SUN LIFE FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
TIAA CREF TRUST CO FSB/MO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Exchange Capital Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 4 |
Marshall Wace North America L.P. | 3 | 3 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q4 2017 | 3 |
TORRAY INVESTMENT PARTNERS LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q2 2017 | 3 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Grisanti Capital Management LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.13% | 0.21% | Q2 2016 | Q4 2017 | 3 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q1 2017 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q2 2018 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q4 2014 | 3 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.16% | 0.18% | 0.19% | Q2 2013 | Q4 2013 | 3 |
Nuveen Fund Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2016 | Q4 2016 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.00% | 0.71% | 1.41% | Q2 2015 | Q3 2018 | 3 |
Bedel Financial Consulting, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CCM INVESTMENT ADVISERS LLC | 3 | 3 | 0.04% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Mariner, LLC | 2 | 1 | 0.03% | 0.13% | 0.20% | Q2 2013 | Q3 2015 | 3 |
Smart Portfolios, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Liberty Mutual Group Asset Management Inc. | 3 | 3 | 0.08% | 0.15% | 0.20% | Q2 2013 | Q4 2013 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Klingman & Associates, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Steinberg Global Asset Management | 3 | 3 | 0.05% | 0.07% | 0.10% | Q4 2014 | Q2 2015 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q2 2013 | Q4 2013 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.25% | 0.35% | 0.42% | Q4 2014 | Q2 2015 | 3 |
Andromeda Capital LLC | 2 | 1 | 0.16% | 0.46% | 0.82% | Q4 2013 | Q3 2014 | 3 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q1 2015 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.15% | 0.18% | 0.21% | Q1 2018 | Q3 2018 | 3 |
ParenteBeard Wealth Management, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q2 2014 | Q4 2014 | 3 |
Fieldpoint Private Securities, LLC | 2 | 1 | 0.26% | 0.38% | 0.59% | Q1 2017 | Q4 2017 | 3 |
GREATMARK INVESTMENT PARTNERS, INC. | 3 | 3 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q4 2013 | 3 |
Summit X, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q2 2017 | Q4 2017 | 3 |
InterOcean Capital, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q2 2015 | Q3 2016 | 3 |
South Street Advisors LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q4 2016 | 3 |
Hutner Daniel Ellsworth | 3 | 3 | 1.30% | 1.54% | 1.73% | Q4 2015 | Q2 2016 | 3 |
Patriot Financial Group Insurance Agency, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 3 |
Icon Wealth Partners, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 3 |
SEARLE & CO. | 3 | 3 | 0.07% | 0.20% | 0.42% | Q4 2014 | Q2 2015 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2018 | 3 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
GRASSI INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
PAYDEN & RYGEL | 3 | 3 | 0.04% | 0.30% | 0.82% | Q2 2013 | Q4 2013 | 3 |
Verity & Verity, LLC | 3 | 3 | 0.37% | 0.39% | 0.41% | Q2 2013 | Q4 2013 | 3 |
CASTLEARK MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2015 | Q4 2015 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q3 2015 | 3 |
Pinnacle Holdings, LLC | 1 | 1 | 0.19% | 0.29% | 0.35% | Q2 2013 | Q2 2014 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q4 2014 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2013 | 3 |
NATIXIS | 3 | 3 | 0.12% | 0.16% | 0.19% | Q1 2017 | Q3 2017 | 3 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 2 |
Argent Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Highstreet Asset Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Finepoint Capital LP | 2 | 2 | 7.10% | 8.95% | 10.80% | Q3 2017 | Q4 2017 | 2 |
NumerixS Investment Technologies Inc | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q3 2016 | 2 |
Terra Nova Asset Management LLC | 2 | 2 | 0.35% | 0.56% | 0.76% | Q1 2015 | Q2 2015 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2017 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.30% | 0.38% | 0.45% | Q2 2015 | Q2 2017 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
AGF Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Quadrature Capital Ltd | 2 | 2 | 0.03% | 0.06% | 0.08% | Q2 2016 | Q3 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Atria Investments, Inc | 2 | 2 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2013 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q2 2015 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 2 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.13% | 0.19% | 0.25% | Q2 2013 | Q3 2013 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.11% | 0.14% | 0.18% | Q1 2018 | Q2 2018 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 2 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2018 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 2 |
Callahan Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Green Owl Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q2 2017 | 2 |
Samson Capital Management, LLC | 2 | 2 | 3.52% | 3.65% | 3.78% | Q3 2013 | Q4 2013 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q3 2017 | Q4 2017 | 2 |
Domani Wealth, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2015 | Q2 2015 | 2 |
Bray Capital Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.28% | 0.68% | 1.09% | Q1 2014 | Q3 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Opera Trading Capital | 2 | 2 | 0.05% | 0.13% | 0.22% | Q2 2018 | Q3 2018 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q3 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.28% | 0.32% | 0.36% | Q2 2015 | Q3 2015 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
K.J. Harrison & Partners Inc | 2 | 2 | 0.30% | 0.32% | 0.34% | Q2 2017 | Q3 2017 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 2 |
Lebenthal Holdings,LLC | 1 | 1 | 0.04% | 0.08% | 0.10% | Q2 2015 | Q1 2016 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Shinko Asset Management Co., Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q1 2018 | Q2 2018 | 2 |
BAKER BOYER NATIONAL BANK | 2 | 2 | 0.84% | 0.86% | 0.89% | Q3 2016 | Q4 2016 | 2 |
HWG Holdings LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Intersect Capital LLC | 2 | 2 | 0.00% | 0.13% | 0.26% | Q4 2014 | Q1 2015 | 2 |
Sharkey, Howes & Javer | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2016 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Homrich & Berg | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
MetLife Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
MHI Funds, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2018 | Q2 2018 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Maven Securities LTD | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2016 | Q4 2016 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2017 | Q4 2017 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ORIX Corp USA | 1 | 1 | 2.28% | 2.28% | 2.28% | Q1 2018 | Q1 2018 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2018 | Q3 2018 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
SEI TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Caprock Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Sanibel Captiva Investment Advisers, Inc. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q1 2013 | Q1 2013 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2018 | Q1 2018 | 1 |
Coho Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2017 | Q2 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Hillview Capital Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2015 | Q3 2015 | 1 |
Tradeworx Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2014 | Q2 2014 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Jacobus Wealth Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
CSS LLC/IL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Bridgewater Wealth & Financial Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2014 | Q4 2014 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
HRT FINANCIAL LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2017 | Q3 2017 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q2 2017 | Q2 2017 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2013 | Q2 2013 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Blackstone Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
MASON STREET ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
CG Asset Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Progeny 3, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2014 | Q3 2014 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2016 | Q1 2016 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own ENBRIDGE ENERGY PARTNERS L P or have owned ENBRIDGE ENERGY PARTNERS L P in the past.