Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 44 |
PEAK6 Group LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2017 | 39 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 35 | 35 | 1.62% | 7.48% | 9.87% | Q1 2015 | Q3 2023 | 35 |
Spot Trading L.L.C | 14 | 14 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q1 2017 | 29 |
Parallax Volatility Advisers, L.P. | 8 | 5 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2017 | 28 |
Walleye Trading LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q1 2017 | 27 |
GOLDMAN SACHS GROUP INC | 16 | 4 | 0.00% | 0.11% | 0.18% | Q1 2012 | Q1 2017 | 23 |
UBS Group AG | 10 | 10 | 0.00% | 0.08% | 0.24% | Q4 2014 | Q1 2017 | 22 |
MCF Advisors LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q4 2011 | Q4 2016 | 21 |
CITIGROUP INC | 16 | 16 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q1 2017 | 20 |
BARCLAYS PLC | 16 | 16 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q1 2017 | 20 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 16 | 16 | 0.00% | 2.29% | 5.02% | Q2 2013 | Q1 2017 | 19 |
ROYAL BANK OF CANADA | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 19 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2017 | 18 |
Heronetta Management, L.P. | 18 | 18 | 3.08% | 4.51% | 5.92% | Q4 2012 | Q1 2017 | 18 |
Veritable, L.P. | 18 | 18 | 0.02% | 0.03% | 0.06% | Q4 2012 | Q1 2017 | 18 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 18 |
BANK OF MONTREAL /CAN/ | 16 | 16 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2014 | 17 |
OppenheimerFunds, Inc. | 17 | 17 | 0.26% | 0.53% | 0.67% | Q1 2013 | Q1 2017 | 17 |
Bank of New York Mellon Corp | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2017 | 17 |
CREDIT SUISSE AG/ | 17 | 17 | 0.02% | 0.05% | 0.08% | Q1 2013 | Q1 2017 | 17 |
Citadel Advisors | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 17 |
Center Coast Capital Advisors, LP | 16 | 16 | 0.02% | 3.79% | 6.00% | Q2 2013 | Q1 2017 | 17 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 16 | 1 | 0.03% | 0.05% | 0.08% | Q2 2010 | Q1 2017 | 17 |
GLENMEDE TRUST CO NA | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Cutler Group LLC / CA | 6 | 6 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q1 2017 | 17 |
Aull & Monroe Investment Management Corp | 16 | 16 | 1.09% | 1.68% | 2.25% | Q2 2013 | Q1 2017 | 16 |
Gradient Investments LLC | 16 | 16 | 0.00% | 0.09% | 0.54% | Q2 2013 | Q1 2017 | 16 |
Huntington Steele LLC | 16 | 16 | 1.30% | 2.46% | 3.22% | Q2 2013 | Q1 2017 | 16 |
Adams Asset Advisors, LLC | 16 | 16 | 0.08% | 0.63% | 0.94% | Q2 2013 | Q1 2017 | 16 |
MONTAG A & ASSOCIATES INC | 16 | 16 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q1 2017 | 16 |
Invesco Ltd. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
HighTower Trust Company, N.A. | 16 | 16 | 0.06% | 0.14% | 0.24% | Q2 2013 | Q1 2017 | 16 |
ADVISORY RESEARCH INC | 16 | 16 | 0.02% | 0.11% | 0.45% | Q2 2013 | Q1 2017 | 16 |
GOULD ASSET MANAGEMENT LLC /CA/ | 16 | 16 | 0.21% | 0.37% | 0.55% | Q2 2013 | Q1 2017 | 16 |
Copeland Capital Management, LLC | 16 | 16 | 0.14% | 1.03% | 2.20% | Q2 2013 | Q1 2017 | 16 |
SouthState Corp | 16 | 16 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2017 | 16 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
ArchPoint Investors | 16 | 16 | 0.18% | 0.43% | 0.66% | Q2 2013 | Q1 2017 | 16 |
OPPENHEIMER & CO INC | 16 | 16 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q1 2017 | 16 |
WESTWOOD HOLDINGS GROUP INC | 16 | 16 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q1 2017 | 16 |
FIFTH THIRD BANCORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
NORTHERN TRUST CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
USCA RIA LLC | 16 | 16 | 0.06% | 0.17% | 0.32% | Q2 2013 | Q1 2017 | 16 |
CASTLEARK MANAGEMENT LLC | 16 | 16 | 0.01% | 0.11% | 0.20% | Q2 2013 | Q1 2017 | 16 |
Verity & Verity, LLC | 16 | 16 | 0.27% | 0.84% | 1.34% | Q2 2013 | Q1 2017 | 16 |
DEAN INVESTMENT ASSOCIATES, LLC | 16 | 16 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q1 2017 | 16 |
KINGS POINT CAPITAL MANAGEMENT | 16 | 16 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2017 | 16 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 16 | 16 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q1 2017 | 16 |
MORGAN STANLEY | 16 | 16 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2017 | 16 |
THOMASPARTNERS, INC. | 16 | 16 | 0.08% | 0.34% | 0.86% | Q2 2013 | Q1 2017 | 16 |
Creative Planning | 16 | 16 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2017 | 16 |
JPMORGAN CHASE & CO | 16 | 16 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2017 | 16 |
KING LUTHER CAPITAL MANAGEMENT CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
CENTRAL TRUST Co | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Sandy Spring Bank | 16 | 16 | 0.37% | 0.72% | 1.18% | Q2 2013 | Q1 2017 | 16 |
DIVIDEND ASSETS CAPITAL, LLC | 16 | 16 | 2.01% | 2.58% | 3.32% | Q2 2013 | Q1 2017 | 16 |
Van Cleef Asset Management,Inc | 16 | 16 | 0.07% | 0.14% | 0.20% | Q2 2013 | Q1 2017 | 16 |
CYPRESS ASSET MANAGEMENT INC/TX | 16 | 16 | 0.13% | 0.35% | 0.57% | Q2 2013 | Q1 2017 | 16 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 16 | 16 | 0.26% | 0.44% | 0.60% | Q2 2013 | Q1 2017 | 16 |
Cambridge Investment Research Advisors, Inc. | 16 | 16 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2017 | 16 |
BANK OF AMERICA CORP /DE/ | 16 | 16 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2017 | 16 |
Neuberger Berman Group LLC | 16 | 16 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 16 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 16 | 16 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2017 | 16 |
W.G. Shaheen & Associates DBA Whitney & Co | 16 | 16 | 0.30% | 1.17% | 2.02% | Q2 2013 | Q1 2017 | 16 |
SOLARIS ASSET MANAGEMENT LLC | 16 | 16 | 0.02% | 0.22% | 0.39% | Q2 2013 | Q1 2017 | 16 |
EAGLE GLOBAL ADVISORS LLC | 16 | 16 | 0.04% | 0.25% | 1.28% | Q2 2013 | Q1 2017 | 16 |
WESBANCO BANK INC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2017 | 16 |
MYCIO WEALTH PARTNERS, LLC | 16 | 16 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q1 2017 | 16 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 16 | 16 | 3.67% | 4.94% | 6.12% | Q2 2013 | Q1 2017 | 16 |
COHEN & STEERS, INC. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 16 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2017 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2017 | 16 |
Jacobus Wealth Management, Inc. | 16 | 16 | 0.15% | 0.21% | 0.29% | Q4 2013 | Q3 2017 | 16 |
Salient Capital Advisors, LLC | 16 | 16 | 0.94% | 1.88% | 3.09% | Q2 2013 | Q1 2017 | 16 |
CHICKASAW CAPITAL MANAGEMENT LLC | 16 | 16 | 1.84% | 4.23% | 5.88% | Q2 2013 | Q1 2017 | 16 |
Liberty Mutual Group Asset Management Inc. | 16 | 16 | 0.07% | 0.17% | 0.24% | Q2 2013 | Q1 2017 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2017 | 16 |
BALDWIN BROTHERS LLC/MA | 16 | 16 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q1 2017 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 16 |
Geneva Advisors, LLC | 16 | 16 | 0.08% | 0.25% | 0.62% | Q2 2013 | Q1 2017 | 16 |
BOKF, NA | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 16 |
DUBUQUE BANK & TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
ClearBridge Investments | 16 | 16 | 0.08% | 0.13% | 0.17% | Q2 2013 | Q1 2017 | 16 |
MONETARY MANAGEMENT GROUP INC | 16 | 16 | 0.02% | 0.27% | 0.47% | Q2 2013 | Q1 2017 | 16 |
Linscomb & Williams, Inc. | 16 | 16 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q1 2017 | 16 |
BLAIR WILLIAM & CO/IL | 16 | 16 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q1 2017 | 16 |
ALPS ADVISORS INC | 16 | 16 | 2.70% | 3.21% | 3.79% | Q2 2013 | Q1 2017 | 16 |
MUFG Americas Holdings Corp | 10 | 6 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q4 2014 | 16 |
C.V. Starr & Co., Inc. Trust | 16 | 16 | 3.50% | 4.65% | 5.60% | Q2 2013 | Q1 2017 | 16 |
FCM INVESTMENTS/TX | 16 | 16 | 0.14% | 0.36% | 0.84% | Q2 2013 | Q1 2017 | 16 |
Texas Yale Capital Corp. | 16 | 16 | 0.14% | 0.30% | 0.52% | Q2 2013 | Q1 2017 | 16 |
LPL Financial LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Country Club Trust Company, n.a. | 16 | 16 | 0.07% | 0.16% | 0.28% | Q2 2013 | Q1 2017 | 16 |
CINCINNATI INSURANCE CO | 16 | 16 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q1 2017 | 16 |
STATE STREET CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
AMERIPRISE FINANCIAL INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 16 | 16 | 2.08% | 3.21% | 4.29% | Q2 2013 | Q1 2017 | 16 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 16 | 16 | 0.06% | 1.72% | 3.48% | Q2 2013 | Q1 2017 | 16 |
Global X Management CO LLC | 16 | 16 | 0.26% | 0.51% | 0.88% | Q2 2013 | Q1 2017 | 16 |
NOVARE CAPITAL MANAGEMENT LLC | 16 | 16 | 0.92% | 1.66% | 2.26% | Q2 2013 | Q1 2017 | 16 |
WealthTrust Axiom LLC | 16 | 16 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q1 2017 | 16 |
MAI Capital Management | 16 | 16 | 0.24% | 0.81% | 1.37% | Q2 2013 | Q1 2017 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Estabrook Capital Management | 16 | 16 | 0.03% | 0.10% | 0.16% | Q2 2013 | Q1 2017 | 16 |
WILLIAMS JONES & ASSOCIATES LLC | 16 | 16 | 0.06% | 0.31% | 0.56% | Q2 2013 | Q1 2017 | 16 |
DEUTSCHE BANK AG\ | 15 | 15 | 0.00% | 0.07% | 0.13% | Q3 2013 | Q1 2017 | 16 |
ALBERT D MASON INC | 16 | 16 | 1.14% | 1.64% | 2.39% | Q2 2013 | Q1 2017 | 16 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 16 | 16 | 0.10% | 0.54% | 1.43% | Q2 2013 | Q1 2017 | 16 |
ROCKEFELLER FINANCIAL SERVICES INC | 16 | 16 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q1 2017 | 16 |
Samson Capital Management, LLC | 15 | 15 | 4.87% | 5.90% | 7.75% | Q3 2013 | Q1 2017 | 15 |
WFG Advisors, LP | 15 | 15 | 0.04% | 0.29% | 0.68% | Q2 2013 | Q4 2016 | 15 |
SALEM INVESTMENT COUNSELORS INC | 15 | 15 | 0.31% | 0.40% | 0.46% | Q2 2013 | Q4 2016 | 15 |
Janney Montgomery Scott LLC | 12 | 3 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q1 2017 | 15 |
HighTower Advisors, LLC | 15 | 15 | 0.02% | 0.10% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Nuveen Asset Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 15 |
Renaissance Technologies | 12 | 3 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q1 2017 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 15 | 15 | 0.19% | 0.38% | 0.72% | Q3 2013 | Q1 2017 | 15 |
Ironwood Investment Counsel, LLC | 15 | 15 | 0.38% | 0.64% | 0.97% | Q4 2013 | Q2 2017 | 15 |
TRAVELERS COMPANIES, INC. | 15 | 15 | 4.33% | 5.16% | 5.87% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2016 | 15 |
ALLIANCEBERNSTEIN L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 15 |
Carnegie Capital Asset Management, LLC | 15 | 15 | 0.05% | 0.14% | 0.23% | Q2 2013 | Q4 2016 | 15 |
M&T BANK CORP | 9 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 15 |
Financial Architects, Inc | 10 | 5 | 0.02% | 0.12% | 0.35% | Q2 2013 | Q1 2017 | 15 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 13 | 2 | 0.23% | 0.92% | 2.91% | Q2 2013 | Q1 2017 | 15 |
Grace Capital | 10 | 5 | 0.17% | 1.35% | 2.01% | Q2 2013 | Q1 2017 | 15 |
Cordasco Financial Network | 14 | 14 | 0.14% | 0.19% | 0.22% | Q4 2013 | Q1 2017 | 14 |
Winslow, Evans & Crocker, Inc. | 14 | 14 | 0.06% | 0.25% | 0.46% | Q4 2013 | Q1 2017 | 14 |
First Horizon Advisors, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2017 | 14 |
COWEN INC. | 14 | 14 | 0.03% | 0.14% | 0.26% | Q1 2013 | Q2 2016 | 14 |
CITY HOLDING CO | 14 | 14 | 0.02% | 0.04% | 0.10% | Q4 2013 | Q1 2017 | 14 |
FIRST MANHATTAN CO. LLC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 14 |
NBW CAPITAL LLC | 14 | 14 | 0.06% | 1.12% | 2.59% | Q2 2013 | Q3 2016 | 14 |
PEOPLES FINANCIAL SERVICES CORP. | 14 | 14 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q1 2017 | 14 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 14 | 14 | 0.01% | 0.06% | 0.17% | Q4 2013 | Q1 2017 | 14 |
Oakworth Capital, Inc. | 14 | 14 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q1 2017 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.27% | 0.61% | 0.90% | Q2 2013 | Q3 2016 | 14 |
Loudon Investment Management, LLC | 14 | 14 | 0.46% | 0.66% | 0.87% | Q4 2013 | Q1 2017 | 14 |
JENNISON ASSOCIATES LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 13 |
Cutter & CO Brokerage, Inc. | 11 | 2 | 0.09% | 0.30% | 0.44% | Q2 2013 | Q3 2016 | 13 |
Capital Advisors, Ltd. LLC | 13 | 13 | 0.05% | 0.09% | 0.15% | Q1 2014 | Q1 2017 | 13 |
BAHL & GAYNOR INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Virtu KCG Holdings LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2017 | 13 |
CONNING INC. | 13 | 13 | 0.04% | 0.12% | 0.18% | Q1 2014 | Q1 2017 | 13 |
Biondo Investment Advisors, LLC | 10 | 1 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q1 2017 | 13 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 2 | 0.07% | 0.13% | 0.20% | Q2 2013 | Q1 2017 | 13 |
GUGGENHEIM CAPITAL LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 13 |
BRYN MAWR TRUST Co | 12 | 1 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q2 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.45% | 0.95% | 1.71% | Q2 2013 | Q2 2016 | 13 |
WHITTIER TRUST CO OF NEVADA INC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 13 |
JANE STREET GROUP, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 13 |
Homrich & Berg | 12 | 1 | 0.04% | 0.12% | 0.18% | Q2 2013 | Q1 2017 | 13 |
BESSEMER GROUP INC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 13 |
CIBC Private Wealth Group, LLC | 13 | 13 | 0.01% | 0.13% | 0.46% | Q1 2014 | Q1 2017 | 13 |
Global Endowment Management, LP | 12 | 1 | 0.18% | 0.36% | 0.61% | Q2 2013 | Q1 2017 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.01% | 0.05% | 0.08% | Q4 2013 | Q4 2016 | 13 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q4 2016 | 12 |
IMA Wealth, Inc. | 12 | 12 | 0.16% | 0.20% | 0.25% | Q2 2013 | Q1 2016 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q1 2017 | 12 |
GREAT LAKES ADVISORS, LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2016 | 12 |
WOLVERINE TRADING, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2017 | 12 |
Private Advisor Group, LLC | 10 | 2 | 0.01% | 0.08% | 0.15% | Q4 2013 | Q1 2017 | 12 |
NEVILLE RODIE & SHAW INC | 10 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 12 |
FRANKLIN RESOURCES INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.06% | 0.17% | 0.25% | Q4 2012 | Q3 2015 | 12 |
Waldron Private Wealth LLC | 8 | 1 | 0.08% | 0.11% | 0.18% | Q4 2013 | Q1 2017 | 12 |
MILLER HOWARD INVESTMENTS INC /NY | 9 | 3 | 0.02% | 0.17% | 0.70% | Q2 2013 | Q1 2017 | 12 |
ATWOOD & PALMER INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 12 |
SG Americas Securities, LLC | 12 | 12 | 0.00% | 0.03% | 0.15% | Q1 2014 | Q4 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Chicago Partners Investment Group LLC | 11 | 11 | 0.03% | 0.10% | 0.20% | Q4 2014 | Q2 2017 | 11 |
Tower Research Capital LLC (TRC) | 8 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2016 | 11 |
A. D. Beadell Investment Counsel, Inc. | 10 | 1 | 0.16% | 0.24% | 0.30% | Q2 2013 | Q2 2016 | 11 |
ALLSTATE CORP | 9 | 2 | 0.02% | 0.40% | 0.74% | Q3 2013 | Q1 2017 | 11 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q1 2017 | 11 |
STIFEL FINANCIAL CORP | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2017 | 11 |
Harvest Fund Advisors LLC | 11 | 11 | 0.53% | 1.52% | 3.34% | Q3 2014 | Q1 2017 | 11 |
Diversified Trust Co | 10 | 1 | 0.14% | 0.24% | 0.32% | Q2 2014 | Q1 2017 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Montecito Bank & Trust | 11 | 11 | 0.15% | 0.33% | 0.44% | Q2 2013 | Q4 2015 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2015 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2017 | 11 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11 | 11 | 0.40% | 1.40% | 2.16% | Q3 2014 | Q1 2017 | 11 |
Northeast Financial Consultants Inc | 7 | 4 | 0.15% | 0.32% | 0.59% | Q4 2013 | Q1 2017 | 11 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.01% | 0.12% | 0.48% | Q1 2014 | Q1 2017 | 11 |
NEXT Financial Group, Inc | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2017 | 11 |
Segment Wealth Management, LLC | 11 | 11 | 0.10% | 0.20% | 0.27% | Q3 2013 | Q1 2016 | 11 |
ING GROEP NV | 11 | 11 | 0.04% | 0.62% | 2.62% | Q1 2014 | Q3 2016 | 11 |
CUMBERLAND ADVISORS INC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2016 | 11 |
BARINGS LLC | 11 | 11 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q4 2015 | 11 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2017 | 10 |
C V STARR & CO INC | 10 | 10 | 4.06% | 5.37% | 6.44% | Q4 2014 | Q1 2017 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.26% | 0.37% | 0.46% | Q3 2013 | Q4 2015 | 10 |
SEGALL BRYANT & HAMILL, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2016 | 10 |
MURPHY CAPITAL MANAGEMENT INC | 10 | 10 | 0.04% | 0.12% | 0.17% | Q2 2013 | Q3 2015 | 10 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 10 | 10 | 0.44% | 0.82% | 1.35% | Q4 2014 | Q1 2017 | 10 |
NATIONAL PENN INVESTORS TRUST CO /PA | 10 | 10 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q1 2016 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 10 |
Brookfield Asset Management | 10 | 10 | 0.00% | 0.21% | 0.34% | Q4 2014 | Q1 2017 | 10 |
Narwhal Capital Management | 10 | 10 | 0.21% | 0.58% | 0.92% | Q2 2013 | Q3 2015 | 10 |
TPH Asset Management, LLC | 10 | 10 | 0.22% | 1.49% | 2.39% | Q3 2014 | Q4 2016 | 10 |
ZACKS INVESTMENT MANAGEMENT | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 10 |
HUNTINGTON NATIONAL BANK | 8 | 2 | 0.00% | 0.02% | 0.04% | Q1 2012 | Q4 2016 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 10 | 10 | 0.06% | 0.23% | 0.35% | Q2 2013 | Q3 2015 | 10 |
TIAA CREF TRUST CO FSB/MO | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2016 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.02% | 0.08% | 0.14% | Q4 2014 | Q1 2017 | 10 |
RUSSELL FRANK CO/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 10 |
CIBC Asset Management Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 10 |
WBH ADVISORY INC | 8 | 1 | 0.07% | 0.12% | 0.15% | Q2 2013 | Q3 2016 | 10 |
IFC Holdings Incorporated/FL | 10 | 10 | 0.30% | 0.60% | 0.87% | Q2 2013 | Q3 2015 | 10 |
EXANE DERIVATIVES | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 10 |
STARR INTERNATIONAL CO INC | 9 | 9 | 0.06% | 0.08% | 0.12% | Q1 2015 | Q1 2017 | 9 |
CAPITAL ONE, NATIONAL ASSOCIATION | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 9 |
BlackRock Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 9 |
Taylor Wealth Management Partners | 9 | 9 | 0.03% | 0.78% | 1.94% | Q1 2015 | Q1 2017 | 9 |
BLACKHILL CAPITAL INC | 9 | 9 | 0.25% | 0.28% | 0.36% | Q1 2015 | Q1 2017 | 9 |
NATIONAL PLANNING CORP | 9 | 9 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2015 | 9 |
WEST CHESTER CAPITAL ADVISORS, INC | 9 | 9 | 0.25% | 0.43% | 1.03% | Q2 2013 | Q2 2015 | 9 |
AQR Arbitrage LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2017 | 9 |
LVW Advisors, LLC | 9 | 9 | 0.15% | 0.67% | 1.14% | Q4 2014 | Q4 2016 | 9 |
CLINTON GROUP INC | 6 | 1 | 0.03% | 0.24% | 0.70% | Q2 2014 | Q1 2017 | 9 |
JAMES INVESTMENT RESEARCH INC | 9 | 9 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2015 | 9 |
HOLLENCREST CAPITAL MANAGEMENT | 6 | 1 | 0.03% | 0.10% | 0.24% | Q3 2014 | Q1 2017 | 9 |
Bollard Group LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q1 2017 | 9 |
Ameritas Investment Partners, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2017 | 9 |
WELLINGTON MANAGEMENT GROUP LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9 | 9 | 0.02% | 0.10% | 0.32% | Q1 2015 | Q1 2017 | 9 |
FineMark National Bank & Trust | 9 | 9 | 0.05% | 0.09% | 0.15% | Q1 2015 | Q1 2017 | 9 |
Laurel Grove Capital, LLC | 9 | 9 | 0.29% | 0.35% | 0.41% | Q2 2013 | Q2 2015 | 9 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 9 |
Cypress Wealth Advisors LLC | 8 | 8 | 0.36% | 0.47% | 0.62% | Q2 2015 | Q1 2017 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q4 2015 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 8 |
AQR Capital Management | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 8 |
Stratos Wealth Partners, LTD. | 6 | 2 | 0.03% | 0.06% | 0.14% | Q4 2014 | Q4 2016 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 8 |
CITY NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 8 |
RAYMOND JAMES TRUST N.A. | 6 | 2 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q1 2016 | 8 |
Argentus Capital Management, LLC | 8 | 8 | 0.06% | 0.13% | 0.23% | Q2 2014 | Q1 2016 | 8 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 8 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q1 2017 | 8 |
Heritage Wealth Advisors | 7 | 1 | 0.57% | 0.99% | 1.13% | Q4 2013 | Q1 2017 | 8 |
AXA S.A. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
BECK MACK & OLIVER LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
FIRST FOUNDATION ADVISORS | 8 | 8 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q2 2015 | 8 |
First Western Capital Management Co | 8 | 8 | 0.33% | 0.51% | 0.69% | Q4 2013 | Q3 2015 | 8 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q1 2017 | 8 |
BURNEY CO/ | 8 | 8 | 0.02% | 0.11% | 0.25% | Q2 2013 | Q1 2015 | 8 |
METROPOLITAN LIFE INSURANCE CO/NY | 8 | 8 | 0.05% | 0.05% | 0.07% | Q2 2015 | Q1 2017 | 8 |
Independence Trust CO | 7 | 7 | 0.22% | 0.61% | 0.91% | Q2 2013 | Q4 2014 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2017 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2013 | Q3 2014 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2017 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.17% | 0.27% | 0.35% | Q4 2013 | Q2 2015 | 7 |
CHATHAM CAPITAL GROUP, INC. | 7 | 7 | 0.06% | 0.08% | 0.10% | Q3 2015 | Q1 2017 | 7 |
Acropolis Investment Management, LLC | 7 | 7 | 0.09% | 0.11% | 0.12% | Q3 2013 | Q1 2015 | 7 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 7 | 0.01% | 0.35% | 0.59% | Q4 2014 | Q2 2016 | 7 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 7 |
Advisors Asset Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2017 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
Sonora Investment Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2017 | 7 |
Field & Main Bank | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2015 | 7 |
Private Harbour Investment Management & Counsel, LLC | 7 | 7 | 0.14% | 0.17% | 0.18% | Q4 2013 | Q2 2015 | 7 |
Avalon Investment & Advisory | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2017 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
CAPITAL GUARDIAN TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
KEELEY ASSET MANAGEMENT CORP | 4 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 7 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 5 | 2 | 0.09% | 0.19% | 0.31% | Q2 2014 | Q1 2017 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.26% | 0.42% | Q2 2013 | Q4 2014 | 7 |
Mariner, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q4 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q4 2015 | Q1 2017 | 6 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.09% | 0.21% | Q4 2014 | Q3 2016 | 6 |
BlackRock Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Hollow Brook Wealth Management LLC | 6 | 6 | 0.10% | 0.47% | 0.59% | Q4 2015 | Q1 2017 | 6 |
CATAWBA CAPITAL MANAGEMENT /VA | 6 | 6 | 0.06% | 0.07% | 0.07% | Q3 2013 | Q4 2014 | 6 |
Balentine LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q1 2017 | 6 |
Freestone Capital Holdings, LLC | 6 | 6 | 0.09% | 0.41% | 0.67% | Q3 2015 | Q4 2016 | 6 |
RATIONAL ADVISORS LLC | 4 | 2 | 0.03% | 0.09% | 0.19% | Q1 2012 | Q1 2015 | 6 |
NatWest Group plc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 6 |
Penserra Capital Management LLC | 6 | 6 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q1 2017 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
HITE Hedge Asset Management LLC | 3 | 1 | 0.09% | 1.00% | 2.80% | Q2 2013 | Q1 2017 | 6 |
FFT WEALTH MANAGEMENT LLC | 6 | 6 | 0.19% | 0.25% | 0.38% | Q4 2015 | Q1 2017 | 6 |
BP CAPITAL FUND ADVISORS, LLC | 6 | 6 | 2.04% | 2.93% | 3.82% | Q4 2015 | Q1 2017 | 6 |
Fiduciary Trust Co International of Pennsylvania | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q3 2015 | 6 |
Virtu Financial LLC | 4 | 2 | 0.04% | 0.15% | 0.33% | Q3 2015 | Q1 2017 | 6 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 6 |
WEXFORD CAPITAL LP | 6 | 6 | 0.98% | 1.91% | 3.52% | Q4 2015 | Q1 2017 | 6 |
State of New Jersey Common Pension Fund D | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 6 |
SIMPLEX TRADING, LLC | 4 | 2 | 0.01% | 0.02% | 0.07% | Q1 2015 | Q4 2016 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q1 2017 | 6 |
Airain ltd | 4 | 2 | 0.03% | 0.07% | 0.11% | Q3 2014 | Q3 2016 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.05% | 0.25% | 0.61% | Q3 2014 | Q1 2017 | 6 |
FULTON BANK, N.A. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q1 2017 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q1 2014 | Q2 2015 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 6 |
HOWE & RUSLING INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 6 |
SECURIAN ASSET MANAGEMENT, INC | 5 | 5 | 0.02% | 0.07% | 0.12% | Q4 2015 | Q4 2016 | 5 |
SIGNATUREFD, LLC | 5 | 5 | 0.06% | 0.08% | 0.08% | Q1 2016 | Q1 2017 | 5 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 5 | 5 | 2.66% | 3.27% | 3.97% | Q2 2013 | Q2 2014 | 5 |
Reynders McVeigh Capital Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q1 2015 | 5 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 5 | 5 | 0.03% | 0.31% | 0.49% | Q2 2015 | Q2 2016 | 5 |
KANALY TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
IFP Advisors, Inc | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2017 | 5 |
D.A. DAVIDSON & CO. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2015 | 5 |
Rafferty Asset Management, LLC | 4 | 1 | 0.07% | 0.13% | 0.22% | Q3 2015 | Q1 2017 | 5 |
HAP Trading, LLC | 5 | 5 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q1 2017 | 5 |
Virtus ETF Advisers LLC | 5 | 5 | 3.38% | 4.35% | 4.97% | Q1 2016 | Q1 2017 | 5 |
HSBC HOLDINGS PLC | 4 | 1 | 0.00% | 0.05% | 0.14% | Q1 2012 | Q4 2015 | 5 |
Pentwater Capital Management LP | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q1 2017 | 5 |
Hartford Financial Management Inc. | 3 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2017 | 5 |
Plancorp, LLC | 3 | 2 | 0.08% | 0.28% | 0.44% | Q2 2015 | Q4 2016 | 5 |
Summit Equities Inc | 5 | 5 | 0.21% | 0.26% | 0.31% | Q1 2016 | Q1 2017 | 5 |
FAIRFIELD, BUSH & CO. | 5 | 5 | 0.07% | 0.08% | 0.10% | Q2 2014 | Q2 2015 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Barnett & Company, Inc. | 5 | 5 | 0.06% | 0.06% | 0.07% | Q1 2016 | Q1 2017 | 5 |
VAN ECK ASSOCIATES CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 5 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q2 2015 | 5 |
Financial Sense Advisors, Inc. | 4 | 1 | 0.12% | 0.85% | 1.65% | Q2 2013 | Q3 2014 | 5 |
Quadrature Capital Ltd | 3 | 2 | 0.04% | 0.09% | 0.23% | Q4 2015 | Q1 2017 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.09% | 0.12% | 0.18% | Q1 2015 | Q1 2016 | 5 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.01% | 0.16% | 0.29% | Q1 2014 | Q2 2015 | 5 |
Pinnacle Holdings, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 2 | 0.02% | 0.05% | 0.07% | Q3 2014 | Q4 2016 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2017 | 5 |
Catalyst Capital Advisors LLC | 3 | 2 | 0.03% | 0.28% | 0.56% | Q2 2013 | Q4 2015 | 5 |
Jefferies Group LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 4 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 4 | 0.24% | 0.26% | 0.28% | Q2 2016 | Q1 2017 | 4 |
Zimmer Partners, LP | 4 | 4 | 0.88% | 1.16% | 1.45% | Q1 2016 | Q4 2016 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.06% | 0.12% | 0.17% | Q4 2014 | Q4 2015 | 4 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Mariner Wealth Advisors-Cincinnati, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q4 2016 | 4 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q2 2016 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.05% | 0.10% | 0.18% | Q4 2013 | Q3 2014 | 4 |
WADE G W & INC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q4 2016 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 4 |
Detwiler Fenton Investment Management LLC | 2 | 1 | 0.25% | 0.35% | 0.55% | Q4 2009 | Q2 2014 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Greenwich Investment Management, Inc. | 4 | 4 | 0.17% | 0.17% | 0.18% | Q1 2014 | Q4 2014 | 4 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
BLB&B Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q3 2014 | 4 |
Advisor Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
SevenBridge Financial Group, LLC | 4 | 4 | 0.00% | 0.05% | 0.07% | Q2 2016 | Q1 2017 | 4 |
Proficio Capital Partners LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2016 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Advisory Services Network, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 4 |
Green Owl Capital Management, LLC | 2 | 2 | 0.02% | 0.42% | 1.33% | Q3 2015 | Q4 2015 | 4 |
1ST SOURCE BANK | 4 | 4 | 0.03% | 0.05% | 0.05% | Q2 2016 | Q1 2017 | 4 |
Municipal Employees' Retirement System of Michigan | 4 | 4 | 0.18% | 0.22% | 0.24% | Q1 2016 | Q4 2016 | 4 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2016 | 4 |
FIRST TRUST ADVISORS LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 4 |
RICE HALL JAMES & ASSOCIATES, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
NATIXIS | 4 | 4 | 0.02% | 0.12% | 0.36% | Q2 2016 | Q1 2017 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q3 2014 | 3 |
SII INVESTMENTS INC/WI | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q1 2015 | 3 |
Horizon Investment Services, LLC | 3 | 3 | 0.23% | 0.24% | 0.26% | Q2 2013 | Q4 2013 | 3 |
MERIDIAN INVESTMENT COUNSEL INC. | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2014 | Q3 2014 | 3 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 3 | 3 | 0.22% | 0.26% | 0.31% | Q4 2015 | Q2 2016 | 3 |
FRG Family Wealth Advisors LLC | 3 | 3 | 0.10% | 0.15% | 0.20% | Q4 2015 | Q2 2016 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Gratus Capital, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q2 2015 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 3 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
ELCO Management Co., LLC | 3 | 3 | 0.23% | 0.66% | 1.38% | Q3 2016 | Q1 2017 | 3 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.08% | 0.21% | Q1 2017 | Q1 2017 | 3 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Regis Management CO LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q1 2017 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.41% | 0.55% | 0.68% | Q4 2013 | Q3 2014 | 3 |
TEXAS CAPITAL BANCSHARES INC/TX | 3 | 3 | 0.24% | 0.24% | 0.25% | Q1 2014 | Q3 2014 | 3 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q2 2016 | Q4 2016 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
OAKTREE CAPITAL MANAGEMENT LP | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2016 | Q1 2017 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q1 2017 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Zebra Capital Management LLC | 3 | 3 | 0.26% | 0.41% | 0.53% | Q2 2013 | Q4 2013 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
RR Advisors, LLC | 3 | 3 | 0.93% | 1.30% | 1.60% | Q2 2016 | Q4 2016 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.30% | 0.59% | 0.87% | Q3 2014 | Q1 2015 | 3 |
FMR LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.11% | 0.29% | Q4 2016 | Q4 2016 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Gerstein Fisher | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q4 2014 | 3 |
Whetstone Capital Advisors, LLC | 2 | 1 | 2.22% | 5.05% | 6.85% | Q4 2015 | Q1 2017 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
RiverPark Advisors, LLC | 3 | 3 | 0.20% | 0.41% | 0.60% | Q1 2016 | Q3 2016 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.51% | 0.68% | 0.79% | Q4 2014 | Q2 2015 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q4 2014 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.14% | 0.17% | 0.19% | Q3 2016 | Q1 2017 | 3 |
Pointe Capital Management LLC | 2 | 1 | 0.35% | 0.50% | 0.78% | Q2 2016 | Q1 2017 | 3 |
SEARLE & CO. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2014 | Q2 2015 | 3 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.05% | 0.10% | 0.15% | Q4 2014 | Q3 2015 | 2 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.32% | 0.47% | Q4 2014 | Q2 2015 | 2 |
Laurion Capital Management LP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2016 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Pacific Center for Financial Services | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q1 2017 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 2 | 0.15% | 0.19% | 0.22% | Q4 2015 | Q1 2016 | 2 |
Tortoise Index Solutions, LLC | 2 | 2 | 0.55% | 0.55% | 0.55% | Q2 2015 | Q3 2015 | 2 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.24% | 2.02% | 3.80% | Q4 2016 | Q4 2016 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q2 2015 | 2 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.17% | 0.18% | 0.20% | Q1 2016 | Q3 2016 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
TD Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.36% | 0.46% | 0.56% | Q4 2016 | Q1 2017 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2015 | Q4 2015 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2016 | Q1 2017 | 2 |
FIRST NATIONAL TRUST CO | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2016 | Q1 2017 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Blue Granite Capital, LLC | 2 | 2 | 0.94% | 0.98% | 1.01% | Q4 2016 | Q1 2017 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.71% | 0.76% | 0.80% | Q4 2016 | Q1 2017 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2015 | 2 |
Gen IV Investment Opportunities, LLC | 2 | 2 | 13.84% | 14.75% | 15.67% | Q4 2016 | Q1 2017 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
COMMONWEALTH BANK OF AUSTRALIA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q4 2013 | 2 |
Wallace Capital Management Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q1 2014 | 2 |
AGF Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Citizens Business Bank | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2016 | Q1 2017 | 2 |
Amtrust Financial Services, Inc. | 2 | 2 | 0.53% | 0.58% | 0.62% | Q4 2016 | Q1 2017 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.18% | 0.21% | 0.25% | Q4 2016 | Q1 2017 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q3 2015 | 2 |
Swift Run Capital | 2 | 2 | 0.31% | 0.31% | 0.32% | Q4 2015 | Q1 2016 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 2 |
GW HENSSLER & ASSOCIATES LTD | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2016 | Q1 2017 | 2 |
PATTON ALBERTSON MILLER GROUP, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2016 | Q3 2016 | 2 |
ROYCE & ASSOCIATES LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
FolioMetrix LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q1 2015 | 2 |
Morris Capital Advisors, LLC | 2 | 2 | 0.26% | 0.27% | 0.27% | Q3 2016 | Q4 2016 | 2 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2013 | Q4 2013 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2015 | Q2 2015 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
EnTrustPermal Management LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2016 | Q4 2016 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Parkwood LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2016 | Q2 2016 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 2.01% | 2.01% | 2.01% | Q1 2017 | Q1 2017 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
Quadrature Capital LLP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2014 | Q4 2014 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Cloud Gate Capital, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2015 | Q2 2015 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Caprock Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2017 | Q1 2017 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
HM PAYSON & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
ARGENTIERE CAPITAL AG | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2014 | Q2 2014 | 1 |
Grassi Investment Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2017 | Q1 2017 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2014 | Q4 2014 | 1 |
Hillview Capital Advisors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2015 | Q3 2015 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Sigma Planning Corp | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2014 | Q4 2014 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MASON STREET ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Heritage Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Somerset Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q4 2012 | 1 |
Zions Bancorporation | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
PYRRHO CAPITAL MANAGEMENT, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2015 | Q2 2015 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2014 | Q4 2014 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2016 | Q4 2016 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Energy Income Partners, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2013 | Q2 2013 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Ensemble Capital Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Barton Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Franklin Square Holdings, L.P. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2017 | Q1 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Forward Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2016 | Q4 2016 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2015 | Q3 2015 | 1 |
External links
This page lists all the filers that currently own SUNOCO LOGISTICS PRTNRS L P or have owned SUNOCO LOGISTICS PRTNRS L P in the past.