Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2018 | 65 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 56 |
Walleye Trading LLC | 15 | 2 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q3 2018 | 42 |
PEAK6 Group LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2018 | 36 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2018 | 29 |
Nuveen Asset Management, LLC | 22 | 22 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2018 | 28 |
GOLDMAN SACHS GROUP INC | 22 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2018 | 28 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 24 |
Veritable, L.P. | 24 | 24 | 0.01% | 0.09% | 0.20% | Q4 2012 | Q3 2018 | 24 |
Heronetta Management, L.P. | 24 | 24 | 1.75% | 2.64% | 4.42% | Q4 2012 | Q3 2018 | 24 |
Cutler Group LLC / CA | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 23 |
WOLVERINE TRADING, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 23 |
Spot Trading L.L.C | 4 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2017 | 23 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 23 |
OppenheimerFunds, Inc. | 23 | 23 | 0.04% | 0.16% | 0.26% | Q1 2013 | Q3 2018 | 23 |
CREDIT SUISSE AG/ | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2018 | 23 |
GLENMEDE TRUST CO NA | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 22 |
BANK OF MONTREAL /CAN/ | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2018 | 22 |
BOSTON FINANCIAL MANGEMENT LLC | 22 | 22 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2018 | 22 |
TIEDEMANN ADVISORS, LLC | 22 | 22 | 0.31% | 2.51% | 5.62% | Q2 2013 | Q3 2018 | 22 |
FIRST MANHATTAN CO. LLC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Morningstar Investment Services LLC | 22 | 22 | 0.20% | 0.47% | 0.73% | Q2 2013 | Q3 2018 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
CENTRAL TRUST Co | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
DUNCKER STREETT & CO INC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Carroll Financial Associates, Inc. | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2018 | 22 |
Neuberger Berman Group LLC | 22 | 22 | 0.01% | 0.16% | 0.30% | Q2 2013 | Q3 2018 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Bollard Group LLC | 22 | 22 | 0.20% | 0.39% | 0.72% | Q2 2013 | Q3 2018 | 22 |
THOMPSON SIEGEL & WALMSLEY LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 22 |
GOULD ASSET MANAGEMENT LLC /CA/ | 22 | 22 | 0.13% | 0.34% | 0.56% | Q2 2013 | Q3 2018 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Texas Yale Capital Corp. | 22 | 22 | 0.28% | 1.15% | 1.82% | Q2 2013 | Q3 2018 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
MORGAN STANLEY | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
ALPS ADVISORS INC | 22 | 22 | 1.11% | 1.58% | 2.18% | Q2 2013 | Q3 2018 | 22 |
ClearBridge Investments | 22 | 22 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2018 | 22 |
Energy Income Partners, LLC | 22 | 22 | 0.62% | 3.51% | 5.50% | Q2 2013 | Q3 2018 | 22 |
Ancora Advisors LLC | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 22 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 22 | 22 | 0.13% | 1.61% | 2.83% | Q2 2013 | Q3 2018 | 22 |
MAI Capital Management | 22 | 22 | 0.04% | 0.20% | 0.44% | Q2 2013 | Q3 2018 | 22 |
BLAIR WILLIAM & CO/IL | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 22 |
REGIONS FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 22 | 22 | 0.56% | 2.89% | 6.06% | Q2 2013 | Q3 2018 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
RAYMOND JAMES & ASSOCIATES | 19 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2018 | 21 |
Global X Management CO LLC | 21 | 21 | 0.09% | 0.43% | 0.87% | Q2 2013 | Q2 2018 | 21 |
DEUTSCHE BANK AG\ | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2018 | 21 |
Creative Planning | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 21 |
FIFTH THIRD BANCORP | 18 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 21 |
GUGGENHEIM CAPITAL LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2018 | 21 |
HighTower Advisors, LLC | 21 | 21 | 0.00% | 0.03% | 0.12% | Q3 2013 | Q3 2018 | 21 |
DEAN INVESTMENT ASSOCIATES, LLC | 21 | 21 | 0.11% | 0.19% | 0.31% | Q2 2013 | Q2 2018 | 21 |
EAGLE GLOBAL ADVISORS LLC | 20 | 20 | 0.02% | 1.71% | 2.57% | Q2 2013 | Q1 2018 | 20 |
AMERIPRISE FINANCIAL INC | 12 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 20 |
Janney Montgomery Scott LLC | 11 | 9 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2018 | 20 |
AMERICAN CENTURY COMPANIES INC | 20 | 20 | 0.11% | 0.16% | 0.21% | Q2 2013 | Q1 2018 | 20 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 20 | 20 | 0.20% | 0.31% | 0.42% | Q4 2013 | Q3 2018 | 20 |
Salient Capital Advisors, LLC | 20 | 20 | 0.01% | 0.08% | 0.31% | Q2 2013 | Q1 2018 | 20 |
Citadel Advisors | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 20 |
ALLIANCEBERNSTEIN L.P. | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 19 |
SECURITY NATIONAL TRUST CO | 19 | 19 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q4 2017 | 19 |
CONNING INC. | 19 | 19 | 0.06% | 0.18% | 0.32% | Q1 2014 | Q3 2018 | 19 |
STEEL GROVE CAPITAL ADVISORS, LLC | 13 | 6 | 0.06% | 0.45% | 1.18% | Q2 2013 | Q1 2018 | 19 |
SOLARIS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q4 2017 | 19 |
CIBC Private Wealth Group, LLC | 19 | 19 | 0.01% | 0.06% | 0.47% | Q1 2014 | Q3 2018 | 19 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 19 |
Center Coast Capital Advisors, LP | 19 | 19 | 1.96% | 3.99% | 5.60% | Q2 2013 | Q4 2017 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
STATE STREET CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2018 | 19 |
BARINGS LLC | 18 | 18 | 0.02% | 0.07% | 0.10% | Q2 2014 | Q3 2018 | 18 |
BB&T SECURITIES, LLC | 18 | 18 | 0.01% | 0.05% | 0.08% | Q2 2014 | Q3 2018 | 18 |
CIBC Asset Management Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 18 |
M&T BANK CORP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 18 |
First Horizon Advisors, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
TRAVELERS COMPANIES, INC. | 18 | 18 | 1.12% | 1.84% | 4.32% | Q2 2013 | Q3 2017 | 18 |
Diversified Trust Co | 14 | 1 | 0.02% | 0.15% | 0.25% | Q2 2013 | Q1 2018 | 18 |
Financial Architects, Inc | 11 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 18 |
ProVise Management Group, LLC | 17 | 17 | 0.05% | 0.10% | 0.15% | Q3 2014 | Q3 2018 | 17 |
Renaissance Technologies | 10 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2017 | 17 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 13 | 4 | 0.02% | 0.46% | 1.15% | Q2 2013 | Q1 2018 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 17 |
C.V. Starr & Co., Inc. Trust | 17 | 17 | 0.81% | 2.49% | 3.08% | Q4 2014 | Q4 2018 | 17 |
BNP PARIBAS FINANCIAL MARKETS | 17 | 17 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2018 | 17 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2021 | 17 |
SG Americas Securities, LLC | 15 | 2 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2018 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
NORTHERN TRUST CORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
STIFEL FINANCIAL CORP | 12 | 5 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2018 | 17 |
FIRST TRUST ADVISORS LP | 14 | 1 | 0.01% | 0.06% | 0.34% | Q2 2013 | Q2 2018 | 17 |
WFG Advisors, LP | 17 | 17 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q2 2017 | 17 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 13 | 4 | 0.02% | 0.13% | 0.36% | Q2 2013 | Q3 2018 | 17 |
Homrich & Berg | 9 | 8 | 0.02% | 0.06% | 0.16% | Q1 2014 | Q3 2018 | 17 |
JNBA Financial Advisors | 10 | 7 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2018 | 17 |
ENTERPRISE FINANCIAL SERVICES CORP | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q1 2018 | 16 |
Archford Capital Strategies, LLC | 13 | 3 | 0.00% | 0.07% | 0.16% | Q1 2014 | Q3 2018 | 16 |
UBS Group AG | 16 | 16 | 0.02% | 0.04% | 0.09% | Q4 2014 | Q3 2018 | 16 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 14 | 2 | 0.01% | 1.21% | 2.17% | Q3 2014 | Q3 2018 | 16 |
BOKF, NA | 11 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 16 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 16 | 16 | 0.03% | 0.22% | 0.74% | Q2 2014 | Q1 2018 | 16 |
Curbstone Financial Management Corp | 16 | 16 | 0.12% | 0.25% | 0.40% | Q1 2014 | Q4 2017 | 16 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 12 | 4 | 0.01% | 0.08% | 0.11% | Q2 2013 | Q3 2018 | 16 |
Kistler-Tiffany Companies, LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2018 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
AQR Arbitrage LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2018 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 15 |
AMERICAN NATIONAL INSURANCE CO | 15 | 15 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q2 2018 | 15 |
OPPENHEIMER & CO INC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2018 | 15 |
Advisory Services Network, LLC | 8 | 7 | 0.00% | 0.04% | 0.13% | Q4 2014 | Q3 2018 | 15 |
Princeton Portfolio Strategies Group LLC | 15 | 15 | 0.14% | 0.55% | 1.18% | Q2 2013 | Q4 2016 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.07% | 0.10% | Q4 2014 | Q2 2018 | 15 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2018 | 15 |
BEACON FINANCIAL GROUP | 14 | 14 | 0.34% | 0.53% | 0.76% | Q3 2013 | Q4 2016 | 14 |
Invesco Ltd. | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 14 |
Winslow, Evans & Crocker, Inc. | 12 | 2 | 0.01% | 0.08% | 0.14% | Q4 2013 | Q3 2018 | 14 |
CLINTON GROUP INC | 5 | 1 | 0.01% | 0.12% | 0.40% | Q3 2013 | Q1 2018 | 14 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q3 2018 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
CATAWBA CAPITAL MANAGEMENT /VA | 12 | 2 | 0.05% | 0.14% | 0.23% | Q2 2014 | Q2 2018 | 14 |
VALLEY NATIONAL ADVISERS INC | 13 | 13 | 0.02% | 0.04% | 0.09% | Q3 2015 | Q3 2018 | 13 |
TIEDEMANN TRUST CO | 13 | 13 | 1.25% | 2.26% | 4.07% | Q2 2013 | Q2 2016 | 13 |
WESTWOOD HOLDINGS GROUP INC | 7 | 1 | 0.07% | 0.10% | 0.13% | Q1 2014 | Q3 2018 | 13 |
Eventide Asset Management | 13 | 13 | 0.01% | 0.08% | 0.14% | Q3 2015 | Q3 2018 | 13 |
Plancorp, LLC | 10 | 3 | 0.46% | 1.01% | 2.41% | Q2 2015 | Q3 2018 | 13 |
BTR CAPITAL MANAGEMENT INC | 13 | 13 | 0.05% | 0.08% | 0.12% | Q3 2015 | Q3 2018 | 13 |
BESSEMER GROUP INC | 9 | 4 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q2 2017 | 13 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 13 |
CHICKASAW CAPITAL MANAGEMENT LLC | 13 | 13 | 0.09% | 0.15% | 0.26% | Q2 2013 | Q2 2016 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 9 | 4 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2016 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
CYPRESS ASSET MANAGEMENT INC/TX | 13 | 13 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2016 | 13 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 8 | 5 | 0.14% | 0.22% | 0.33% | Q2 2013 | Q3 2018 | 13 |
COHEN & STEERS, INC. | 11 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 13 |
DELTA ASSET MANAGEMENT LLC/TN | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2018 | 13 |
Freestone Capital Holdings, LLC | 13 | 13 | 0.03% | 0.31% | 0.44% | Q3 2015 | Q3 2018 | 13 |
Laurel Wealth Advisors, Inc. | 12 | 12 | 0.25% | 0.48% | 0.71% | Q4 2015 | Q3 2018 | 12 |
RAYMOND JAMES TRUST N.A. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2018 | 12 |
State of New Jersey Common Pension Fund D | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 12 |
Cetera Advisor Networks LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2018 | 12 |
River Road Asset Management, LLC | 12 | 12 | 0.43% | 0.72% | 0.99% | Q4 2015 | Q3 2018 | 12 |
Avior Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2018 | 12 |
Wealthspire Advisors, L.P. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 12 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q3 2015 | 12 |
Mosaic Family Wealth, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2018 | 12 |
BBVA USA Bancshares, Inc. | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q3 2018 | 12 |
Oakworth Capital, Inc. | 10 | 2 | 0.01% | 0.02% | 0.12% | Q4 2014 | Q3 2018 | 12 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q4 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Virtu KCG Holdings LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2017 | 12 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 12 |
Arbor Wealth Management, LLC | 12 | 12 | 0.51% | 1.36% | 2.36% | Q4 2015 | Q3 2018 | 12 |
ING GROEP NV | 5 | 3 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2018 | 11 |
Capital Investment Advisors, LLC | 11 | 11 | 0.02% | 0.06% | 0.09% | Q1 2016 | Q3 2018 | 11 |
Alerus Investment Advisors Corp | 11 | 11 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2016 | 11 |
FineMark National Bank & Trust | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2016 | 11 |
CUMBERLAND ADVISORS INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 11 |
STEPHENS INC /AR/ | 6 | 5 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 11 |
Parasol Investment Management, LLC | 11 | 11 | 0.02% | 0.08% | 0.15% | Q3 2014 | Q1 2017 | 11 |
First Allied Advisory Services, Inc. | 10 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q4 2016 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 11 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.45% | 0.88% | 1.99% | Q4 2015 | Q2 2018 | 11 |
D'Orazio & Associates, Inc. | 7 | 4 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2016 | 11 |
Uniplan Investment Counsel, Inc. | 11 | 11 | 0.08% | 0.16% | 0.26% | Q1 2016 | Q3 2018 | 11 |
MIDAS MANAGEMENT CORP | 11 | 11 | 0.42% | 0.56% | 0.71% | Q1 2016 | Q3 2018 | 11 |
Chicago Partners Investment Group LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2018 | 11 |
Voya Financial Advisors, Inc. | 10 | 10 | 0.08% | 0.16% | 0.25% | Q2 2016 | Q3 2018 | 10 |
FDx Advisors, Inc. | 10 | 10 | 0.04% | 0.08% | 0.16% | Q2 2016 | Q3 2018 | 10 |
Hartford Financial Management Inc. | 3 | 1 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q3 2018 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.02% | 0.17% | 0.31% | Q2 2016 | Q3 2018 | 10 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.01% | 0.05% | 0.10% | Q2 2014 | Q3 2017 | 10 |
RR Advisors, LLC | 10 | 10 | 0.12% | 0.14% | 0.19% | Q3 2013 | Q4 2015 | 10 |
Harvest Fund Advisors LLC | 4 | 1 | 0.02% | 0.88% | 2.26% | Q2 2013 | Q1 2018 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 4 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2017 | 10 |
Virtu Financial LLC | 7 | 1 | 0.04% | 0.11% | 0.26% | Q3 2015 | Q3 2018 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.02% | 0.10% | 0.17% | Q2 2013 | Q3 2015 | 10 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 1 | 0.00% | 0.10% | 0.24% | Q3 2015 | Q1 2018 | 10 |
PartnerRe Asset Management CORP | 10 | 10 | 1.17% | 1.52% | 2.08% | Q2 2013 | Q3 2015 | 10 |
Country Club Trust Company, n.a. | 10 | 10 | 0.04% | 0.07% | 0.09% | Q4 2015 | Q1 2018 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.18% | 0.39% | 0.50% | Q4 2015 | Q1 2018 | 10 |
Samson Capital Management, LLC | 10 | 10 | 4.29% | 6.44% | 7.67% | Q4 2015 | Q1 2018 | 10 |
Municipal Employees' Retirement System of Michigan | 10 | 10 | 0.13% | 0.20% | 0.29% | Q1 2016 | Q2 2018 | 10 |
Advisors Asset Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2018 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.21% | 0.39% | 0.63% | Q3 2013 | Q4 2015 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.03% | 0.16% | 0.31% | Q2 2013 | Q1 2018 | 10 |
BP CAPITAL FUND ADVISORS, LLC | 9 | 9 | 0.21% | 1.18% | 2.43% | Q1 2016 | Q1 2018 | 9 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2018 | 9 |
Camarda Financial Advisors, LLC | 9 | 9 | 0.13% | 0.18% | 0.30% | Q2 2016 | Q2 2018 | 9 |
Global Endowment Management, LP | 9 | 9 | 0.10% | 0.18% | 0.26% | Q3 2015 | Q3 2017 | 9 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 9 | 9 | 0.28% | 0.40% | 0.54% | Q3 2016 | Q3 2018 | 9 |
Allianz Asset Management GmbH | 9 | 9 | 0.01% | 0.01% | 0.04% | Q2 2016 | Q2 2018 | 9 |
Cable Hill Partners, LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2018 | 9 |
TPH Asset Management, LLC | 7 | 2 | 0.02% | 1.67% | 11.34% | Q1 2013 | Q4 2016 | 9 |
AMG Funds LLC | 9 | 9 | 0.70% | 0.86% | 1.02% | Q3 2016 | Q3 2018 | 9 |
Balentine LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q4 2017 | 9 |
Parkside Financial Bank & Trust | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2017 | 9 |
Mariner Wealth Advisors-Cincinnati, LLC | 5 | 4 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q2 2018 | 9 |
Oxbow Advisors, LLC | 9 | 9 | 0.03% | 0.29% | 0.56% | Q3 2016 | Q3 2018 | 9 |
EVERETT HARRIS & CO /CA/ | 9 | 9 | 0.02% | 0.10% | 0.14% | Q3 2016 | Q3 2018 | 9 |
QCI ASSET MANAGEMENT INC/NY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
REILLY FINANCIAL ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9 | 9 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q4 2017 | 9 |
SECURIAN ASSET MANAGEMENT, INC | 9 | 9 | 0.04% | 0.08% | 0.10% | Q4 2015 | Q4 2017 | 9 |
Parallax Volatility Advisers, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2018 | 9 |
Jackson Wealth Management, LLC | 8 | 8 | 1.06% | 1.28% | 1.59% | Q4 2014 | Q3 2016 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.02% | 0.08% | 0.20% | Q4 2016 | Q3 2018 | 8 |
TRUST CO OF VERMONT | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 8 |
Texan Capital Management | 8 | 8 | 1.40% | 1.62% | 1.77% | Q2 2015 | Q1 2017 | 8 |
Strategic Global Advisors, LLC | 8 | 8 | 0.11% | 0.15% | 0.22% | Q1 2015 | Q4 2016 | 8 |
PAYDEN & RYGEL | 8 | 8 | 0.81% | 1.23% | 2.26% | Q2 2016 | Q1 2018 | 8 |
BEACH INVESTMENT COUNSEL INC/PA | 8 | 8 | 0.02% | 0.61% | 1.39% | Q1 2016 | Q4 2017 | 8 |
WASHINGTON TRUST BANK | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.01% | 0.12% | 0.26% | Q4 2016 | Q3 2018 | 8 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2018 | 8 |
Suncoast Equity Management | 8 | 8 | 0.07% | 0.11% | 0.14% | Q2 2016 | Q1 2018 | 8 |
AGF INVESTMENTS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
Waverton Investment Management Ltd | 3 | 1 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q4 2016 | 8 |
Narwhal Capital Management | 8 | 8 | 0.14% | 0.49% | 0.69% | Q3 2015 | Q2 2017 | 8 |
Rafferty Asset Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.25% | Q3 2015 | Q3 2018 | 8 |
Hamlin Capital Management, LLC | 8 | 8 | 1.93% | 2.47% | 2.87% | Q2 2016 | Q1 2018 | 8 |
ArchPoint Investors | 8 | 8 | 0.16% | 0.22% | 0.36% | Q2 2016 | Q1 2018 | 8 |
AQR Capital Management | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 8 |
Proficio Capital Partners LLC | 7 | 1 | 0.01% | 0.06% | 0.12% | Q1 2016 | Q1 2018 | 8 |
Sargent Bickham Lagudis LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Verity & Verity, LLC | 8 | 8 | 0.18% | 0.26% | 0.36% | Q4 2016 | Q3 2018 | 8 |
NewSquare Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Virtus ETF Advisers LLC | 7 | 1 | 0.08% | 0.14% | 0.43% | Q1 2016 | Q3 2018 | 8 |
WEST CHESTER CAPITAL ADVISORS, INC | 7 | 7 | 0.18% | 0.29% | 0.60% | Q2 2013 | Q4 2014 | 7 |
Horizon Investment Services, LLC | 7 | 7 | 0.16% | 0.22% | 0.28% | Q1 2015 | Q3 2016 | 7 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 6 | 1 | 0.03% | 0.14% | 0.42% | Q4 2016 | Q3 2018 | 7 |
FIC CAPITAL INC | 7 | 7 | 0.26% | 0.37% | 0.48% | Q1 2016 | Q3 2017 | 7 |
CITY NATIONAL BANK | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2015 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Hirtle Callaghan & Co LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 7 |
NAPLES GLOBAL ADVISORS, LLC | 7 | 7 | 0.16% | 0.18% | 0.20% | Q1 2017 | Q3 2018 | 7 |
Independent Advisor Alliance | 7 | 7 | 0.15% | 0.21% | 0.32% | Q1 2017 | Q3 2018 | 7 |
CFO4Life Group, LLC | 7 | 7 | 0.14% | 0.26% | 0.34% | Q1 2017 | Q3 2018 | 7 |
Forester Capital Management, LTD | 7 | 7 | 1.40% | 2.58% | 3.08% | Q4 2015 | Q2 2017 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
CASTLEARK MANAGEMENT LLC | 3 | 1 | 0.03% | 0.06% | 0.09% | Q3 2013 | Q2 2016 | 7 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 7 | 0.24% | 0.66% | 0.89% | Q3 2016 | Q1 2018 | 7 |
ALBERT D MASON INC | 7 | 7 | 0.55% | 0.58% | 0.62% | Q1 2017 | Q3 2018 | 7 |
TOWER BRIDGE ADVISORS | 7 | 7 | 0.03% | 0.10% | 0.15% | Q1 2017 | Q3 2018 | 7 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q3 2018 | 7 |
MARINER INVESTMENT GROUP LLC | 7 | 7 | 2.38% | 5.12% | 7.20% | Q2 2016 | Q4 2017 | 7 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
Nationwide Fund Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 7 |
Laffer Tengler Investments, Inc. | 7 | 7 | 0.07% | 0.12% | 0.16% | Q2 2016 | Q4 2017 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Transamerica Financial Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
ROOSEVELT INVESTMENT GROUP LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q4 2015 | 7 |
Founders Capital Management | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2017 | Q3 2018 | 7 |
M&R CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2017 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.09% | 0.37% | 0.59% | Q4 2016 | Q2 2018 | 7 |
FAYEZ SAROFIM & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
Independence Trust CO | 7 | 7 | 0.19% | 0.36% | 0.52% | Q2 2013 | Q4 2014 | 7 |
Mariner, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q1 2018 | 6 |
Liberty Mutual Group Asset Management Inc. | 3 | 3 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q2 2016 | 6 |
Private Advisor Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 6 |
St. James Investment Company, LLC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q1 2015 | Q2 2016 | 6 |
SEI TRUST CO | 6 | 6 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q3 2014 | 6 |
GHP Investment Advisors, Inc. | 6 | 6 | 0.07% | 0.11% | 0.16% | Q1 2014 | Q2 2015 | 6 |
INGALLS & SNYDER LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2017 | 6 |
Clear Perspective Advisors, LLC | 6 | 6 | 0.01% | 0.08% | 0.13% | Q4 2016 | Q1 2018 | 6 |
Lee Financial Co | 5 | 1 | 0.03% | 0.06% | 0.07% | Q4 2016 | Q2 2018 | 6 |
Verity Asset Management, Inc. | 3 | 1 | 0.24% | 0.27% | 0.32% | Q3 2015 | Q3 2017 | 6 |
Tortoise Index Solutions, LLC | 4 | 2 | 0.20% | 0.30% | 0.37% | Q2 2015 | Q3 2018 | 6 |
Alpha Omega Wealth Management LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
CWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 6 |
Baystate Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Heritage Wealth Advisors | 6 | 6 | 0.60% | 0.73% | 1.01% | Q4 2013 | Q1 2015 | 6 |
GAM SYSTEMATIC LLP | 4 | 2 | 0.01% | 0.04% | 0.09% | Q1 2016 | Q3 2017 | 6 |
Jacobi Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q4 2017 | 5 |
Covington Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
BOSTON PRIVATE BANK & TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Concorde Asset Management, LLC | 5 | 5 | 0.29% | 0.33% | 0.43% | Q2 2016 | Q2 2017 | 5 |
Strategic Advisors LLC | 4 | 1 | 0.19% | 0.29% | 0.39% | Q1 2016 | Q3 2017 | 5 |
BREWIN DOLPHIN LTD | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.27% | 0.77% | Q1 2015 | Q3 2018 | 5 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q1 2018 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 5 | 5 | 0.88% | 1.19% | 1.42% | Q2 2013 | Q2 2014 | 5 |
Magnetar Financial LLC | 5 | 5 | 0.29% | 1.07% | 1.61% | Q1 2017 | Q1 2018 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Aviance Capital Partners, LLC | 5 | 5 | 0.15% | 0.27% | 0.35% | Q2 2017 | Q2 2018 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.10% | 0.15% | 0.22% | Q4 2013 | Q4 2014 | 5 |
CFO4Life, L.P. | 5 | 5 | 0.19% | 0.30% | 0.35% | Q4 2015 | Q4 2016 | 5 |
Castleton Investment Management LLC | 2 | 1 | 0.24% | 0.55% | 0.94% | Q3 2016 | Q2 2018 | 5 |
CINCINNATI INSURANCE CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q3 2018 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2015 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2018 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.08% | 0.21% | 0.46% | Q1 2017 | Q1 2018 | 5 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2017 | 5 |
Belmont Global Advisors, Inc. | 5 | 5 | 0.78% | 0.90% | 0.98% | Q4 2013 | Q4 2014 | 5 |
CADENCE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.28% | 0.40% | 0.55% | Q3 2017 | Q3 2018 | 5 |
Manchester Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Calamos Advisors LLC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2017 | Q3 2018 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.03% | 0.07% | 0.08% | Q3 2013 | Q3 2014 | 5 |
Highstreet Asset Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Cedar Wealth Management, LLC | 3 | 1 | 0.14% | 0.15% | 0.16% | Q2 2016 | Q2 2017 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Loudon Investment Management, LLC | 4 | 4 | 0.17% | 0.21% | 0.24% | Q1 2016 | Q4 2016 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2018 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q2 2013 | 4 |
EnTrustPermal Management LLC | 4 | 4 | 1.29% | 1.47% | 1.68% | Q4 2016 | Q3 2017 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q3 2015 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Beach Investment Management, LLC. | 4 | 4 | 1.12% | 1.38% | 1.57% | Q1 2016 | Q4 2016 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Hemenway Trust Co LLC | 4 | 4 | 0.28% | 0.35% | 0.45% | Q2 2017 | Q1 2018 | 4 |
Virtue Capital Management, LLC | 4 | 4 | 0.00% | 0.08% | 0.18% | Q4 2017 | Q3 2018 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Icon Wealth Partners, LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2017 | Q3 2018 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Private Capital Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 4 |
NATIXIS | 2 | 1 | 0.00% | 0.05% | 0.11% | Q2 2016 | Q3 2018 | 4 |
Gupta Wealth Management LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.21% | 0.26% | 0.39% | Q1 2014 | Q4 2014 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 1.96% | 2.26% | 2.70% | Q1 2013 | Q4 2013 | 4 |
HALL LAURIE J TRUSTEE | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
HL FINANCIAL SERVICES LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2014 | 4 |
EDGE ASSET MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
American Portfolios Advisors | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Franklin Square Holdings, L.P. | 4 | 4 | 0.39% | 0.58% | 0.87% | Q1 2017 | Q4 2017 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.09% | 0.19% | Q3 2015 | Q3 2018 | 4 |
WEXFORD CAPITAL LP | 4 | 4 | 1.69% | 2.01% | 2.39% | Q1 2016 | Q4 2016 | 4 |
Stokes Capital Advisors, LLC | 4 | 4 | 0.23% | 0.25% | 0.26% | Q4 2017 | Q3 2018 | 4 |
Ranger International Management, LP | 4 | 4 | 1.23% | 3.46% | 4.53% | Q1 2016 | Q4 2016 | 4 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q2 2018 | 4 |
KHP Capital, LLC | 4 | 4 | 0.25% | 0.28% | 0.33% | Q4 2017 | Q3 2018 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 1.08% | 1.39% | 1.83% | Q4 2017 | Q3 2018 | 4 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 4 |
HAP Trading, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2016 | 4 |
HITE Hedge Asset Management LLC | 3 | 1 | 0.17% | 1.77% | 4.21% | Q3 2013 | Q3 2018 | 4 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 2 | 1 | 0.51% | 0.61% | 0.78% | Q4 2014 | Q3 2015 | 3 |
Columbia Asset Management | 2 | 1 | 0.08% | 0.16% | 0.28% | Q1 2015 | Q2 2016 | 3 |
New England Private Wealth Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2017 | Q3 2017 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2013 | Q4 2013 | 3 |
Affiance Financial, LLC | 3 | 3 | 0.17% | 0.22% | 0.27% | Q4 2015 | Q2 2016 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Caprock Group, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2016 | Q3 2016 | 3 |
KBC Group NV | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Rikoon Group, LLC | 3 | 3 | 0.10% | 0.13% | 0.17% | Q3 2016 | Q1 2017 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q2 2016 | 3 |
RiverGlades Family Offices LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2018 | Q3 2018 | 3 |
QS Investors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SHEPHERD KAPLAN KROCHUK, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q4 2015 | Q2 2016 | 3 |
Global Trust Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q4 2016 | 3 |
NOVARE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.19% | 0.20% | 0.20% | Q1 2018 | Q3 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
FLOW TRADERS U.S. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2018 | Q3 2018 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Aston Asset Management, LLC | 3 | 3 | 0.46% | 0.66% | 0.78% | Q4 2015 | Q2 2016 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2016 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Investors Capital Advisory Services | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2015 | Q2 2016 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Ledyard National Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q4 2017 | Q2 2018 | 3 |
A. D. Beadell Investment Counsel, Inc. | 3 | 3 | 0.21% | 0.28% | 0.33% | Q2 2016 | Q4 2016 | 3 |
FMA ADVISORY INC | 3 | 3 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q3 2017 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Corient Capital Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q2 2017 | 3 |
NATIONAL PENN INVESTORS TRUST CO /PA | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q1 2016 | 3 |
1919 Investment Counsel, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Trust Asset Management LLC | 1 | 1 | 0.22% | 0.28% | 0.35% | Q3 2011 | Q4 2015 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
MILLER HOWARD INVESTMENTS INC /NY | 3 | 3 | 0.53% | 0.67% | 0.77% | Q1 2016 | Q3 2016 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Alpine Global Management, LLC | 2 | 2 | 3.53% | 3.66% | 3.79% | Q2 2018 | Q3 2018 | 2 |
P.R. Herzig & Co. Inc. | 2 | 2 | 0.76% | 0.77% | 0.78% | Q2 2017 | Q3 2017 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 2 | 0.16% | 0.28% | 0.39% | Q2 2016 | Q3 2016 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 2 |
Port Capital LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 2 |
American National Registered Investment Advisor, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2014 | Q1 2015 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q3 2016 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Telemetry Investments, L.L.C. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q3 2018 | 2 |
First Western Capital Management Co | 2 | 2 | 0.26% | 0.43% | 0.60% | Q2 2016 | Q3 2016 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
DEARBORN PARTNERS LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2017 | Q1 2018 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Cerity Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q4 2017 | 2 |
Opera Trading Capital | 2 | 2 | 0.09% | 0.16% | 0.24% | Q2 2018 | Q3 2018 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.31% | 0.38% | 0.44% | Q1 2016 | Q2 2016 | 2 |
OTA Financial Group L.P. | 2 | 2 | 0.58% | 0.60% | 0.63% | Q2 2018 | Q3 2018 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2014 | Q3 2014 | 2 |
FIRST NATIONAL TRUST CO | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2016 | Q1 2017 | 2 |
MAPLE SECURITIES USA INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Terra Nova Asset Management LLC | 2 | 2 | 0.43% | 0.47% | 0.51% | Q1 2015 | Q2 2015 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Good Life Advisors, LLC | 1 | 1 | 0.09% | 0.11% | 0.13% | Q4 2016 | Q2 2017 | 2 |
Edgemoor Investment Advisors, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Citizens Business Bank | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2016 | Q4 2016 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Windsor Capital Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.19% | 0.23% | 0.28% | Q2 2018 | Q3 2018 | 2 |
Gryphon Financial Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Pointe Capital Management LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2016 | Q3 2016 | 2 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q1 2018 | Q2 2018 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.19% | 0.20% | 0.22% | Q1 2017 | Q2 2017 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.40% | 0.43% | 0.46% | Q2 2018 | Q3 2018 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
Brookstone Capital Management | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2016 | Q2 2017 | 2 |
VERTEX ONE ASSET MANAGEMENT INC. | 2 | 2 | 0.37% | 0.93% | 1.49% | Q2 2018 | Q3 2018 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2018 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2016 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.64% | 0.83% | 1.03% | Q4 2014 | Q1 2015 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
HALL CAPITAL MANAGEMENT CO INC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2014 | Q1 2015 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2013 | 2 |
BESSEMER SECURITIES LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2015 | Q3 2015 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Thomasville National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
Sand Grove Capital Management LLP | 1 | 1 | 3.42% | 3.42% | 3.42% | Q2 2018 | Q2 2018 | 1 |
CrestPoint Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2015 | Q3 2015 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2017 | Q4 2017 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
CADENCE BANK NA | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
Sculptor Capital LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Round Table Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
ORIX Corp USA | 1 | 1 | 12.58% | 12.58% | 12.58% | Q1 2018 | Q1 2018 | 1 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2018 | Q3 2018 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2014 | Q3 2014 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2017 | Q2 2017 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
First Trust Capital Management L.P. | 1 | 1 | 3.55% | 3.55% | 3.55% | Q3 2018 | Q3 2018 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BOLTON LP | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2014 | Q1 2014 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Caption Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2018 | Q2 2018 | 1 |
GAM Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2018 | Q3 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KGH Ltd | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2015 | Q3 2015 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
S. MUOIO & CO. LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2018 | Q3 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Kellner Capital, LLC | 1 | 1 | 3.75% | 3.75% | 3.75% | Q3 2018 | Q3 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2018 | Q3 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Quotient Investors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ashfield Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Blackstone Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2017 | Q4 2017 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Hillview Capital Advisors, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2015 | Q3 2015 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1 | 1 | 1.58% | 1.58% | 1.58% | Q2 2016 | Q2 2016 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Cordasco Financial Network | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Bigelow Investment Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2018 | Q1 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
StoneX Group Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2017 | Q2 2017 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2018 | Q2 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BERKLEY W R CORP | 1 | 1 | 2.72% | 2.72% | 2.72% | Q3 2018 | Q3 2018 | 1 |
EnTrust Global Partners Offshore LP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2017 | Q4 2017 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Elgethun Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own SPECTRA ENERGY PARTNERS LP or have owned SPECTRA ENERGY PARTNERS LP in the past.