Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BARCLAYS PLC | 14 | 14 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q2 2018 | 42 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2018 | 37 |
Walleye Trading LLC | 14 | 14 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q2 2018 | 34 |
Cutler Group LLC / CA | 11 | 11 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q2 2018 | 33 |
CITIGROUP INC | 14 | 14 | 0.00% | 0.05% | 0.47% | Q1 2015 | Q2 2018 | 33 |
PEAK6 Group LLC | 14 | 14 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q2 2018 | 30 |
Citadel Advisors | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 27 |
Spot Trading L.L.C | 9 | 9 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q1 2017 | 24 |
UBS Group AG | 14 | 14 | 0.00% | 0.13% | 0.47% | Q1 2015 | Q2 2018 | 23 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 22 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.00% | 0.10% | 0.23% | Q1 2015 | Q2 2018 | 21 |
BANK OF MONTREAL /CAN/ | 14 | 14 | 0.00% | 0.07% | 0.19% | Q1 2015 | Q2 2018 | 21 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2018 | 20 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 18 |
Nuveen Asset Management, LLC | 14 | 14 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q2 2018 | 17 |
DEUTSCHE BANK AG\ | 14 | 14 | 0.00% | 0.06% | 0.24% | Q1 2015 | Q2 2018 | 16 |
IFP Advisors, Inc | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2021 | 16 |
Trust Asset Management LLC | 11 | 1 | 0.14% | 3.83% | 12.68% | Q3 2011 | Q2 2018 | 15 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2018 | 15 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 14 | 14 | 0.01% | 3.33% | 4.57% | Q1 2015 | Q2 2018 | 15 |
HSBC HOLDINGS PLC | 14 | 14 | 0.00% | 0.08% | 0.17% | Q1 2015 | Q2 2018 | 15 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2018 | 15 |
WILLIAMS JONES & ASSOCIATES LLC | 15 | 15 | 0.02% | 0.04% | 0.09% | Q4 2014 | Q2 2018 | 15 |
HighPoint Advisor Group LLC | 9 | 6 | 0.05% | 0.07% | 0.11% | Q3 2016 | Q3 2020 | 15 |
CENTRAL TRUST Co | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 14 |
Creative Planning | 14 | 14 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q2 2018 | 14 |
KINGS POINT CAPITAL MANAGEMENT | 14 | 14 | 0.15% | 0.41% | 1.00% | Q1 2015 | Q2 2018 | 14 |
FIFTH THIRD BANCORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
CONNING INC. | 14 | 14 | 0.16% | 0.24% | 0.30% | Q1 2015 | Q2 2018 | 14 |
Mariner, LLC | 14 | 14 | 0.08% | 0.13% | 0.22% | Q1 2015 | Q2 2018 | 14 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2018 | 14 |
STEEL GROVE CAPITAL ADVISORS, LLC | 14 | 14 | 0.25% | 0.67% | 1.84% | Q1 2015 | Q2 2018 | 14 |
COHEN & STEERS, INC. | 14 | 14 | 0.03% | 0.08% | 0.13% | Q1 2015 | Q2 2018 | 14 |
AQR Arbitrage LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2018 | 14 |
BNP PARIBAS FINANCIAL MARKETS | 14 | 14 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q2 2018 | 14 |
Global X Management CO LLC | 14 | 14 | 0.54% | 0.96% | 1.32% | Q1 2015 | Q2 2018 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
CREDIT SUISSE AG/ | 13 | 13 | 0.00% | 0.03% | 0.13% | Q2 2015 | Q2 2018 | 14 |
Oxbow Advisors, LLC | 14 | 14 | 0.08% | 0.87% | 2.18% | Q1 2015 | Q2 2018 | 14 |
Hilton Capital Management, LLC | 14 | 14 | 0.08% | 0.18% | 0.40% | Q1 2015 | Q2 2018 | 14 |
Veritable, L.P. | 14 | 14 | 0.03% | 0.05% | 0.16% | Q1 2015 | Q2 2018 | 14 |
Segment Wealth Management, LLC | 14 | 14 | 0.11% | 0.19% | 0.30% | Q1 2015 | Q2 2018 | 14 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 14 | 14 | 0.67% | 1.78% | 2.38% | Q1 2015 | Q2 2018 | 14 |
Estabrook Capital Management | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2018 | 14 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2018 | 14 |
ADVISORY RESEARCH INC | 14 | 14 | 1.02% | 2.72% | 3.87% | Q1 2015 | Q2 2018 | 14 |
Invesco Ltd. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 14 |
BARINGS LLC | 14 | 14 | 0.07% | 0.12% | 0.19% | Q1 2015 | Q2 2018 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q2 2018 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2018 | 14 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 14 | 14 | 0.19% | 0.27% | 0.48% | Q1 2015 | Q2 2018 | 14 |
PEOPLES FINANCIAL SERVICES CORP. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 14 |
Stratos Wealth Partners, LTD. | 14 | 14 | 0.01% | 0.04% | 0.12% | Q1 2015 | Q2 2018 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 14 |
Moors & Cabot, Inc. | 14 | 14 | 0.38% | 0.57% | 0.79% | Q1 2015 | Q2 2018 | 14 |
MORGAN STANLEY | 14 | 14 | 0.03% | 0.08% | 0.15% | Q1 2015 | Q2 2018 | 14 |
WESTWOOD HOLDINGS GROUP INC | 14 | 14 | 0.09% | 0.27% | 0.59% | Q1 2015 | Q2 2018 | 14 |
Salient Capital Advisors, LLC | 14 | 14 | 0.03% | 1.95% | 3.58% | Q1 2015 | Q2 2018 | 14 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 14 | 0.02% | 0.09% | 0.13% | Q1 2015 | Q2 2018 | 14 |
WHITTIER TRUST CO | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2018 | 14 |
EXANE DERIVATIVES | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 14 | 14 | 0.08% | 0.11% | 0.19% | Q1 2015 | Q2 2018 | 14 |
FAYEZ SAROFIM & CO | 14 | 14 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q2 2018 | 14 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 14 | 14 | 5.13% | 6.27% | 8.00% | Q1 2015 | Q2 2018 | 14 |
METROPOLITAN LIFE INSURANCE CO/NY | 14 | 14 | 0.06% | 0.16% | 0.28% | Q1 2015 | Q2 2018 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.30% | 0.59% | 1.11% | Q1 2015 | Q2 2018 | 14 |
HUSSMAN STRATEGIC ADVISORS, INC. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2018 | 14 |
Neuberger Berman Group LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2018 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2018 | 14 |
HOLLENCREST CAPITAL MANAGEMENT | 14 | 14 | 0.61% | 1.06% | 1.33% | Q1 2015 | Q2 2018 | 14 |
CINCINNATI INSURANCE CO | 14 | 14 | 0.08% | 0.15% | 0.21% | Q1 2015 | Q2 2018 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q2 2018 | 14 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 14 | 14 | 0.10% | 0.22% | 0.44% | Q1 2015 | Q2 2018 | 14 |
EAGLE GLOBAL ADVISORS LLC | 14 | 14 | 0.03% | 1.90% | 3.57% | Q1 2015 | Q2 2018 | 14 |
BLAIR WILLIAM & CO/IL | 14 | 14 | 0.01% | 0.06% | 0.08% | Q1 2015 | Q2 2018 | 14 |
OPPENHEIMER & CO INC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q2 2018 | 14 |
EVERETT HARRIS & CO /CA/ | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2018 | 14 |
CIBC Private Wealth Group, LLC | 14 | 14 | 0.59% | 1.08% | 1.63% | Q1 2015 | Q2 2018 | 14 |
ROPES WEALTH ADVISORS LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2018 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.03% | 0.06% | 0.07% | Q1 2015 | Q2 2018 | 14 |
C V STARR & CO INC | 14 | 14 | 12.41% | 16.15% | 18.51% | Q1 2015 | Q2 2018 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 14 | 14 | 0.40% | 0.94% | 1.64% | Q1 2015 | Q2 2018 | 14 |
Winslow, Evans & Crocker, Inc. | 14 | 14 | 0.01% | 0.09% | 0.18% | Q1 2015 | Q2 2018 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q2 2018 | 14 |
PRUDENTIAL PLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2018 | 14 |
Barnett & Company, Inc. | 14 | 14 | 0.18% | 0.54% | 0.92% | Q1 2015 | Q2 2018 | 14 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 14 | 14 | 0.46% | 0.93% | 1.58% | Q1 2015 | Q2 2018 | 14 |
Perkins Coie Trust Co | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2018 | 14 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q2 2018 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.01% | 0.02% | 0.12% | Q1 2015 | Q2 2018 | 14 |
Sandy Spring Bank | 14 | 14 | 0.00% | 0.03% | 0.04% | Q1 2015 | Q2 2018 | 14 |
REAVES W H & CO INC | 14 | 14 | 0.10% | 0.28% | 0.63% | Q1 2015 | Q2 2018 | 14 |
Bank of New York Mellon Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2018 | 14 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14 | 14 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q2 2018 | 14 |
Summit Equities Inc | 14 | 14 | 0.14% | 0.28% | 0.47% | Q1 2015 | Q2 2018 | 14 |
GLENMEDE TRUST CO NA | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 14 |
BESSEMER GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
Texas Yale Capital Corp. | 14 | 14 | 0.21% | 0.39% | 0.67% | Q1 2015 | Q2 2018 | 14 |
ALPS ADVISORS INC | 14 | 14 | 3.47% | 4.99% | 5.77% | Q1 2015 | Q2 2018 | 14 |
ClearBridge Investments | 14 | 14 | 0.10% | 0.22% | 0.42% | Q1 2015 | Q2 2018 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2018 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 14 |
FMR LLC | 14 | 14 | 0.02% | 0.10% | 0.18% | Q1 2015 | Q2 2018 | 14 |
BLACKHILL CAPITAL INC | 14 | 14 | 0.20% | 0.35% | 0.42% | Q1 2015 | Q2 2018 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 14 | 0.80% | 1.71% | 2.85% | Q1 2015 | Q2 2018 | 14 |
MAI Capital Management | 14 | 14 | 0.17% | 0.34% | 0.82% | Q1 2015 | Q2 2018 | 14 |
GUGGENHEIM CAPITAL LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2018 | 14 |
NICHOLAS COMPANY, INC. | 14 | 14 | 0.08% | 0.14% | 0.21% | Q1 2015 | Q2 2018 | 14 |
NORTHERN TRUST CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 14 |
HighTower Advisors, LLC | 14 | 14 | 0.01% | 0.08% | 0.21% | Q1 2015 | Q2 2018 | 14 |
CAPITAL ONE, NATIONAL ASSOCIATION | 14 | 14 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q2 2018 | 14 |
NATIXIS | 12 | 1 | 0.00% | 0.04% | 0.20% | Q1 2015 | Q2 2018 | 13 |
Linscomb & Williams, Inc. | 13 | 13 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q2 2018 | 13 |
Advisory Services Network, LLC | 7 | 6 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2018 | 13 |
BOKF, NA | 9 | 4 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2018 | 13 |
Harvest Fund Advisors LLC | 11 | 2 | 1.05% | 4.51% | 9.99% | Q1 2015 | Q2 2018 | 13 |
Janney Montgomery Scott LLC | 8 | 5 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q2 2018 | 13 |
Chicago Partners Investment Group LLC | 13 | 13 | 0.97% | 1.42% | 2.36% | Q2 2015 | Q2 2018 | 13 |
Cutter & CO Brokerage, Inc. | 9 | 4 | 0.10% | 0.20% | 0.46% | Q1 2015 | Q2 2018 | 13 |
CSS LLC/IL | 13 | 13 | 0.01% | 0.07% | 0.16% | Q2 2015 | Q2 2018 | 13 |
BOSTON FINANCIAL MANGEMENT LLC | 9 | 4 | 0.02% | 0.08% | 0.30% | Q1 2015 | Q2 2018 | 13 |
ADELL HARRIMAN & CARPENTER INC | 9 | 4 | 0.05% | 0.09% | 0.12% | Q1 2015 | Q2 2018 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 6 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 13 |
STIFEL FINANCIAL CORP | 9 | 4 | 0.06% | 0.08% | 0.13% | Q1 2015 | Q2 2018 | 13 |
Camelot Portfolios, LLC | 9 | 4 | 0.11% | 0.16% | 0.25% | Q1 2015 | Q2 2018 | 13 |
Energy Income Partners, LLC | 13 | 13 | 0.91% | 2.06% | 3.15% | Q2 2015 | Q2 2018 | 13 |
MILLER HOWARD INVESTMENTS INC /NY | 8 | 5 | 0.61% | 1.64% | 2.70% | Q4 2014 | Q2 2018 | 13 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q2 2018 | 13 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 4 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q2 2018 | 13 |
Advisors Asset Management, Inc. | 13 | 13 | 0.05% | 0.13% | 0.29% | Q2 2015 | Q2 2018 | 13 |
Raymond James Financial Services Advisors, Inc. | 13 | 13 | 0.04% | 0.06% | 0.10% | Q2 2015 | Q2 2018 | 13 |
Fernwood Investment Management, LLC | 12 | 1 | 0.11% | 0.30% | 0.48% | Q1 2015 | Q2 2018 | 13 |
Pointe Capital Management LLC | 7 | 6 | 0.71% | 1.67% | 2.43% | Q1 2015 | Q2 2018 | 13 |
FIRST FINANCIAL CORP /IN/ | 13 | 13 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q1 2018 | 13 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 13 |
CAPITAL ADVISORS INC/OK | 9 | 4 | 0.04% | 0.05% | 0.08% | Q1 2015 | Q2 2018 | 13 |
M&T BANK CORP | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
SCHULHOFF & CO INC | 10 | 1 | 0.11% | 0.14% | 0.15% | Q3 2015 | Q3 2019 | 13 |
ENTERPRISE FINANCIAL SERVICES CORP | 13 | 13 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q2 2018 | 13 |
JENNISON ASSOCIATES LLC | 9 | 4 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2018 | 13 |
HIGHLAND CAPITAL MANAGEMENT LP | 9 | 4 | 0.02% | 0.28% | 0.61% | Q1 2015 | Q2 2018 | 13 |
QCI ASSET MANAGEMENT INC/NY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 12 |
ROCKEFELLER FINANCIAL SERVICES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 12 |
First Eagle Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 12 |
SG Americas Securities, LLC | 8 | 4 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q2 2018 | 12 |
TIEDEMANN ADVISORS, LLC | 12 | 12 | 0.32% | 1.03% | 1.56% | Q3 2015 | Q2 2018 | 12 |
Evercore Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q4 2017 | 12 |
SEARLE & CO. | 8 | 4 | 0.13% | 0.25% | 0.46% | Q1 2015 | Q2 2018 | 12 |
UMB Bank, n.a. | 9 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2018 | 12 |
Brookfield Asset Management | 10 | 1 | 0.04% | 0.25% | 0.93% | Q1 2015 | Q2 2018 | 12 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 12 | 12 | 0.30% | 0.57% | 0.86% | Q1 2015 | Q4 2017 | 12 |
Heronetta Management, L.P. | 12 | 12 | 2.95% | 4.49% | 5.18% | Q3 2015 | Q2 2018 | 12 |
Carnegie Capital Asset Management, LLC | 8 | 4 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q1 2018 | 12 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 9 | 3 | 0.88% | 2.60% | 5.15% | Q2 2015 | Q2 2018 | 12 |
FIRST INTERSTATE BANK | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 12 |
STATE STREET CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 12 |
Shamrock Asset Management LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2017 | 12 |
Endurance Wealth Management, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 12 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 8 | 4 | 0.01% | 0.14% | 0.32% | Q1 2015 | Q2 2018 | 12 |
TCI Wealth Advisors, Inc. | 9 | 3 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 12 |
Renaissance Technologies | 7 | 2 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q2 2018 | 12 |
REILLY FINANCIAL ADVISORS, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 11 |
NEXT Financial Group, Inc | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2017 | 11 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 11 | 11 | 2.71% | 12.58% | 20.60% | Q1 2015 | Q3 2017 | 11 |
Mosaic Family Wealth, LLC | 11 | 11 | 0.16% | 0.25% | 0.32% | Q4 2015 | Q2 2018 | 11 |
Partners Group Holding AG | 11 | 11 | 0.08% | 0.18% | 0.38% | Q1 2015 | Q3 2017 | 11 |
TRUST CO OF VERMONT | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 11 |
SEI INVESTMENTS CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
RBF Capital, LLC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q2 2018 | 11 |
Freestone Capital Holdings, LLC | 8 | 3 | 0.02% | 0.24% | 0.50% | Q3 2015 | Q2 2018 | 11 |
Rafferty Asset Management, LLC | 11 | 11 | 0.04% | 0.11% | 0.23% | Q4 2015 | Q2 2018 | 11 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2017 | 11 |
C.V. Starr & Co., Inc. Trust | 11 | 11 | 2.15% | 3.43% | 3.93% | Q4 2015 | Q2 2018 | 11 |
ALLIANCEBERNSTEIN L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 11 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 6 | 5 | 1.40% | 2.52% | 3.76% | Q1 2015 | Q4 2017 | 11 |
Tower Research Capital LLC (TRC) | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 11 |
CASTLEARK MANAGEMENT LLC | 9 | 2 | 0.07% | 0.21% | 0.31% | Q3 2015 | Q2 2018 | 11 |
FIRST TRUST ADVISORS LP | 10 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2018 | 11 |
Marquette Asset Management, LLC | 11 | 11 | 0.31% | 0.60% | 0.84% | Q1 2015 | Q3 2017 | 11 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 4 | 0.00% | 0.20% | 0.60% | Q1 2015 | Q4 2017 | 11 |
First Allied Advisory Services, Inc. | 7 | 4 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q2 2018 | 11 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 3 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q2 2018 | 11 |
Sheaff Brock Investment Advisors, LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q2 2018 | 11 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q2 2018 | 10 |
JNBA Financial Advisors | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 10 |
Parkside Financial Bank & Trust | 8 | 2 | 0.11% | 0.48% | 0.64% | Q3 2015 | Q2 2018 | 10 |
Municipal Employees' Retirement System of Michigan | 10 | 10 | 0.15% | 0.22% | 0.33% | Q1 2016 | Q2 2018 | 10 |
Quinn Opportunity Partners LLC | 10 | 10 | 0.05% | 1.06% | 3.57% | Q3 2015 | Q4 2017 | 10 |
STARR INTERNATIONAL CO INC | 9 | 1 | 0.41% | 0.65% | 0.83% | Q4 2015 | Q2 2018 | 10 |
Appaloosa LP | 10 | 10 | 0.96% | 4.69% | 8.44% | Q1 2016 | Q2 2018 | 10 |
Virtu Financial LLC | 7 | 1 | 0.04% | 0.24% | 0.75% | Q3 2015 | Q2 2018 | 10 |
ArchPoint Investors | 6 | 4 | 0.02% | 0.23% | 0.45% | Q1 2015 | Q2 2018 | 10 |
Sargent Bickham Lagudis LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
Plancorp, LLC | 7 | 3 | 0.09% | 0.16% | 0.38% | Q2 2015 | Q2 2018 | 10 |
WFG Advisors, LP | 10 | 10 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q2 2017 | 10 |
BP CAPITAL FUND ADVISORS, LLC | 9 | 1 | 0.68% | 3.27% | 4.72% | Q4 2015 | Q2 2018 | 10 |
QUADRANT CAPITAL GROUP LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
HighTower Trust Company, N.A. | 4 | 1 | 0.04% | 0.08% | 0.10% | Q1 2015 | Q2 2018 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
HAP Trading, LLC | 6 | 3 | 0.00% | 0.06% | 0.19% | Q2 2015 | Q4 2017 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q2 2018 | 9 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.02% | 0.12% | 0.22% | Q2 2015 | Q2 2018 | 9 |
Columbus Hill Capital Management, L.P. | 9 | 9 | 0.29% | 3.75% | 7.80% | Q1 2016 | Q1 2018 | 9 |
Allianz Asset Management GmbH | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q2 2018 | 9 |
Pentwater Capital Management LP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 9 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q4 2017 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 9 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q1 2018 | 9 |
PAYDEN & RYGEL | 5 | 4 | 0.00% | 0.40% | 1.39% | Q1 2015 | Q1 2018 | 9 |
Taylor Wealth Management Partners | 9 | 9 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q1 2017 | 9 |
Biondo Investment Advisors, LLC | 9 | 9 | 0.08% | 0.11% | 0.13% | Q2 2016 | Q2 2018 | 9 |
Liberty Mutual Group Asset Management Inc. | 9 | 9 | 0.08% | 0.17% | 0.27% | Q1 2015 | Q1 2017 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 9 |
Cedar Wealth Management, LLC | 7 | 1 | 0.03% | 0.10% | 0.13% | Q2 2016 | Q2 2018 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q3 2017 | 8 |
CoreCommodity Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q3 2015 | Q4 2017 | 8 |
State of New Jersey Common Pension Fund D | 8 | 8 | 0.02% | 0.07% | 0.11% | Q3 2016 | Q2 2018 | 8 |
ELCO Management Co., LLC | 8 | 8 | 0.24% | 0.43% | 0.57% | Q3 2016 | Q2 2018 | 8 |
SECURIAN ASSET MANAGEMENT, INC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q2 2018 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2018 | 8 |
Center Coast Capital Advisors, LP | 4 | 3 | 0.01% | 5.08% | 7.22% | Q1 2015 | Q4 2017 | 8 |
MCF Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2016 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Financial Architects, Inc | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q4 2017 | 8 |
BlackRock Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2018 | 8 |
HIGH POINT BANK & TRUST CO | 8 | 8 | 0.09% | 0.17% | 0.24% | Q1 2015 | Q4 2016 | 8 |
COMMERCE BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Diversified Trust Co | 8 | 8 | 0.08% | 0.10% | 0.14% | Q3 2016 | Q2 2018 | 8 |
Sigma Planning Corp | 8 | 8 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q4 2016 | 8 |
CHICKASAW CAPITAL MANAGEMENT LLC | 7 | 1 | 0.16% | 0.44% | 1.60% | Q1 2015 | Q2 2018 | 8 |
SOLARIS ASSET MANAGEMENT LLC | 5 | 3 | 0.04% | 0.16% | 0.48% | Q1 2015 | Q3 2017 | 8 |
BLACKROCK ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q4 2016 | 8 |
Patten Group, Inc. | 8 | 8 | 0.08% | 0.14% | 0.16% | Q3 2016 | Q2 2018 | 8 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q2 2018 | 8 |
Swift Run Capital | 8 | 8 | 1.03% | 1.14% | 1.23% | Q2 2016 | Q1 2018 | 8 |
QS Investors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 8 |
ING GROEP NV | 7 | 1 | 0.23% | 1.37% | 2.83% | Q1 2015 | Q2 2017 | 8 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 7 | 7 | 4.16% | 6.89% | 8.61% | Q4 2016 | Q2 2018 | 7 |
REGIONS FINANCIAL CORP | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 7 |
TPH Asset Management, LLC | 7 | 7 | 0.16% | 1.27% | 2.27% | Q2 2016 | Q4 2017 | 7 |
KANALY TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
MYCIO WEALTH PARTNERS, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
BURKE & HERBERT BANK & TRUST CO | 5 | 2 | 0.18% | 0.20% | 0.25% | Q1 2015 | Q2 2017 | 7 |
FDx Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Virtus ETF Advisers LLC | 7 | 7 | 3.95% | 6.73% | 8.77% | Q1 2016 | Q3 2017 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.09% | 0.17% | 0.23% | Q4 2016 | Q2 2018 | 7 |
AMERICAN CENTURY COMPANIES INC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q1 2018 | 7 |
SYNOVUS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
Lee Financial Co | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2018 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 7 | 0.06% | 0.12% | 0.18% | Q4 2016 | Q2 2018 | 7 |
Creegan & Nassoura Financial Group, LLC | 7 | 7 | 0.34% | 0.62% | 0.91% | Q1 2015 | Q3 2016 | 7 |
Parallel Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
OMERS ADMINISTRATION Corp | 5 | 1 | 0.01% | 0.09% | 0.52% | Q2 2015 | Q2 2018 | 7 |
FEDERATED HERMES, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2017 | 7 |
W.G. Shaheen & Associates DBA Whitney & Co | 4 | 1 | 0.01% | 0.16% | 0.46% | Q1 2015 | Q2 2018 | 7 |
Heritage Wealth Advisors | 6 | 1 | 0.63% | 0.85% | 1.14% | Q2 2015 | Q2 2018 | 7 |
First Capital Advisors Group, LLC. | 7 | 7 | 0.34% | 0.45% | 0.58% | Q4 2016 | Q2 2018 | 7 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 5 | 2 | 0.03% | 0.53% | 0.85% | Q1 2015 | Q2 2018 | 7 |
Fiera Capital Corp | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 7 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2017 | 6 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 5 | 1 | 0.07% | 0.10% | 0.18% | Q4 2014 | Q2 2016 | 6 |
TELEMUS CAPITAL, LLC | 6 | 6 | 0.05% | 0.08% | 0.11% | Q1 2017 | Q2 2018 | 6 |
WESTPORT RESOURCES MANAGEMENT INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2016 | 6 |
BlackRock Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.07% | 0.16% | 0.32% | Q1 2015 | Q2 2016 | 6 |
AlphaMark Advisors, LLC | 6 | 6 | 0.10% | 0.11% | 0.13% | Q1 2017 | Q2 2018 | 6 |
STABLEFORD CAPITAL II LLC | 6 | 6 | 0.96% | 1.64% | 3.28% | Q1 2017 | Q2 2018 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Private Advisor Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2017 | 6 |
First City Capital Management, Inc. | 6 | 6 | 0.26% | 0.31% | 0.36% | Q1 2017 | Q2 2018 | 6 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2018 | 6 |
THOMPSON SIEGEL & WALMSLEY LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
Heritage Trust Co | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q2 2018 | 6 |
Commonwealth Financial Services, LLC | 6 | 6 | 0.00% | 0.06% | 0.14% | Q1 2015 | Q2 2016 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
Red Cedar Capital, LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q1 2018 | Q2 2019 | 6 |
GSA CAPITAL PARTNERS LLP | 4 | 2 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q1 2018 | 6 |
TORONTO DOMINION BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
GROUP ONE TRADING, L.P. | 6 | 6 | 0.00% | 0.02% | 0.02% | Q1 2015 | Q2 2016 | 6 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.14% | 0.41% | 0.75% | Q2 2015 | Q2 2018 | 6 |
Balentine LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2017 | 6 |
Avalon Investment & Advisory | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 6 |
Castleton Investment Management LLC | 5 | 1 | 0.24% | 0.64% | 1.04% | Q3 2016 | Q1 2018 | 6 |
Global Endowment Management, LP | 3 | 2 | 0.22% | 0.30% | 0.54% | Q1 2015 | Q3 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q4 2017 | 5 |
DUBUQUE BANK & TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
Founders Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Pinnacle Holdings, LLC | 5 | 5 | 0.04% | 1.09% | 1.41% | Q2 2017 | Q2 2018 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Ballentine Partners, LLC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q2 2017 | Q2 2018 | 5 |
WADE G W & INC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q3 2016 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q2 2017 | Q2 2018 | 5 |
Tortoise Index Solutions, LLC | 3 | 2 | 0.85% | 1.03% | 1.14% | Q2 2015 | Q2 2018 | 5 |
TRAVELERS COMPANIES, INC. | 4 | 1 | 0.60% | 1.56% | 2.04% | Q1 2015 | Q3 2017 | 5 |
NATIONAL PENN INVESTORS TRUST CO /PA | 5 | 5 | 0.04% | 0.07% | 0.09% | Q1 2015 | Q1 2016 | 5 |
CATAWBA CAPITAL MANAGEMENT /VA | 3 | 2 | 0.11% | 0.12% | 0.14% | Q1 2015 | Q2 2018 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2018 | 5 |
Omega Advisors Inc. | 5 | 5 | 0.65% | 1.02% | 1.23% | Q1 2016 | Q1 2017 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.00% | 0.04% | 0.08% | Q2 2016 | Q2 2017 | 5 |
Ferris Capital, LLC | 5 | 5 | 0.06% | 0.12% | 0.18% | Q2 2017 | Q2 2018 | 5 |
Family Management Corp | 5 | 5 | 0.52% | 1.21% | 2.09% | Q1 2015 | Q1 2016 | 5 |
Hirtle Callaghan & Co LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q2 2017 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Krilogy Financial LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2016 | 5 |
FRANKLIN RESOURCES INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 5 |
MACQUARIE GROUP LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
FineMark National Bank & Trust | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 5 |
Quantbot Technologies LP | 3 | 1 | 0.02% | 0.07% | 0.11% | Q1 2015 | Q3 2016 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 5 |
Chevy Chase Trust Holdings, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 5 |
Samson Capital Management, LLC | 5 | 5 | 3.81% | 3.90% | 4.11% | Q2 2017 | Q2 2018 | 5 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.06% | 0.26% | 0.43% | Q1 2015 | Q1 2018 | 5 |
BEACH INVESTMENT COUNSEL INC/PA | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q4 2015 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q2 2018 | 5 |
IBEX WEALTH ADVISORS | 5 | 5 | 0.58% | 0.75% | 0.85% | Q2 2017 | Q2 2018 | 5 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q4 2017 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Terra Nova Asset Management LLC | 4 | 4 | 0.33% | 0.49% | 0.65% | Q1 2015 | Q4 2015 | 4 |
EnTrustPermal Management LLC | 4 | 4 | 1.33% | 1.51% | 1.70% | Q4 2016 | Q3 2017 | 4 |
SHIKIAR ASSET MANAGEMENT INC | 4 | 4 | 0.11% | 0.65% | 1.66% | Q1 2015 | Q4 2015 | 4 |
CT Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2017 | 4 |
Homrich & Berg | 3 | 1 | 0.03% | 0.07% | 0.10% | Q1 2015 | Q1 2017 | 4 |
Ledyard National Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.46% | 0.56% | 0.70% | Q3 2017 | Q2 2018 | 4 |
Gen IV Investment Opportunities, LLC | 4 | 4 | 11.38% | 14.90% | 18.69% | Q4 2016 | Q3 2017 | 4 |
Bridgecreek Investment Management, LLC | 4 | 4 | 0.62% | 0.67% | 0.74% | Q1 2015 | Q4 2015 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q4 2015 | 4 |
Caprock Group, LLC | 3 | 1 | 0.04% | 0.12% | 0.16% | Q3 2016 | Q4 2017 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.16% | 0.27% | 0.35% | Q3 2017 | Q2 2018 | 4 |
CNA FINANCIAL CORP | 4 | 4 | 1.69% | 2.23% | 2.65% | Q2 2015 | Q1 2016 | 4 |
RAY GERALD L & ASSOCIATES LTD | 4 | 4 | 0.04% | 0.11% | 0.14% | Q1 2015 | Q4 2015 | 4 |
Zions Bancorporation | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2016 | Q3 2017 | 4 |
Pinnacle Summer Investments, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 4 |
SELZ CAPITAL LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2015 | Q4 2015 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2018 | 4 |
MARINER INVESTMENT GROUP LLC | 4 | 4 | 0.72% | 2.75% | 3.99% | Q1 2017 | Q4 2017 | 4 |
Highstreet Asset Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
HITE Hedge Asset Management LLC | 3 | 1 | 2.05% | 2.88% | 4.52% | Q4 2016 | Q4 2017 | 4 |
Ancora Advisors LLC | 3 | 1 | 0.01% | 0.08% | 0.21% | Q2 2015 | Q4 2016 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Dunvegan Associates, Inc. | 4 | 4 | 2.38% | 3.30% | 4.08% | Q1 2015 | Q4 2015 | 4 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.05% | 0.08% | Q2 2017 | Q2 2018 | 4 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.09% | 0.29% | Q4 2015 | Q3 2016 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 4 |
CLINTON GROUP INC | 3 | 1 | 0.09% | 0.11% | 0.12% | Q3 2015 | Q3 2016 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Airain ltd | 2 | 1 | 0.02% | 0.09% | 0.19% | Q4 2014 | Q1 2017 | 4 |
CAPITAL GUARDIAN TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 4 |
Cetera Advisors LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2016 | 4 |
SOUTH GEORGIA CAPITAL, LLC | 3 | 3 | 0.01% | 0.05% | 0.12% | Q1 2015 | Q3 2015 | 3 |
KHP Capital, LLC | 3 | 3 | 0.27% | 0.29% | 0.32% | Q4 2017 | Q2 2018 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Zimmer Partners, LP | 2 | 1 | 0.24% | 0.36% | 0.57% | Q2 2015 | Q1 2016 | 3 |
Westchester Capital Management, LLC | 3 | 3 | 0.41% | 0.91% | 1.25% | Q2 2015 | Q4 2015 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.42% | 0.81% | 1.50% | Q1 2015 | Q3 2015 | 3 |
Edge Wealth Management LLC | 2 | 1 | 0.01% | 0.72% | 2.08% | Q1 2015 | Q4 2015 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q1 2016 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 3 |
LSP Investment Advisors, LLC | 3 | 3 | 10.29% | 11.08% | 11.62% | Q4 2017 | Q2 2018 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 3 |
OPTIMUM INVESTMENT ADVISORS | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2018 | 3 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 3 |
Country Club Trust Company, n.a. | 2 | 1 | 0.02% | 0.09% | 0.13% | Q1 2015 | Q2 2018 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q4 2017 | Q2 2018 | 3 |
Pegasus Partners Ltd. | 3 | 3 | 0.15% | 0.17% | 0.19% | Q4 2017 | Q2 2018 | 3 |
Certified Advisory Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
WEXFORD CAPITAL LP | 3 | 3 | 0.21% | 1.63% | 2.36% | Q3 2015 | Q1 2016 | 3 |
BECK MACK & OLIVER LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
COMERICA BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
CYPRESS ASSET MANAGEMENT INC/TX | 3 | 3 | 0.06% | 0.14% | 0.20% | Q1 2015 | Q3 2015 | 3 |
Magnetar Financial LLC | 3 | 3 | 0.40% | 0.87% | 1.24% | Q2 2015 | Q4 2015 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.05% | 0.11% | Q1 2018 | Q1 2018 | 3 |
Camarda Financial Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 3 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Saturna Capital CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 3 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.82% | 0.85% | 0.88% | Q4 2017 | Q2 2018 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.10% | 0.31% | 0.53% | Q2 2015 | Q4 2015 | 3 |
Resource Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q2 2018 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Lehman Financial Resources, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q2 2018 | 3 |
CUMBERLAND ADVISORS INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 3 |
COMMONWEALTH EQUITY SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
KEELEY ASSET MANAGEMENT CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
American Portfolios Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 3 | 0.34% | 0.45% | 0.58% | Q1 2015 | Q3 2015 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Summit Trail Advisors, LLC | 3 | 3 | 0.41% | 0.57% | 0.70% | Q4 2017 | Q2 2018 | 3 |
Family Capital Trust Co | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2015 | Q3 2015 | 3 |
BENEDICT FINANCIAL ADVISORS INC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2014 | Q2 2015 | 3 |
FAIRFIELD, BUSH & CO. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2016 | Q4 2016 | 3 |
Bell & Brown Wealth Advisors, LLC | 3 | 3 | 0.66% | 0.70% | 0.73% | Q4 2017 | Q2 2018 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Stokes Capital Advisors, LLC | 3 | 3 | 0.32% | 0.36% | 0.38% | Q4 2017 | Q2 2018 | 3 |
PartnerRe Asset Management CORP | 3 | 3 | 0.56% | 0.77% | 0.93% | Q1 2015 | Q3 2015 | 3 |
Trust Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Everett Capital Advisors UK LLP | 2 | 2 | 1.02% | 1.69% | 2.92% | Q1 2018 | Q2 2018 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q1 2017 | Q3 2017 | 3 |
DOLIVER ADVISORS, LP | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2017 | Q4 2017 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.08% | 0.17% | 0.24% | Q1 2015 | Q3 2015 | 3 |
NORTH AMERICAN MANAGEMENT CORP | 3 | 3 | 0.23% | 0.31% | 0.35% | Q1 2015 | Q3 2015 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.83% | 1.27% | 1.71% | Q1 2018 | Q2 2018 | 2 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 2 |
E&G Advisors, LP | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q2 2015 | 2 |
Steward Partners Investment Advisory, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
LUPO SECURITIES, LLC | 2 | 2 | 5.02% | 5.62% | 6.22% | Q2 2015 | Q3 2015 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.03% | 0.07% | 0.10% | Q3 2016 | Q4 2016 | 2 |
Divergent Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
MURPHY CAPITAL MANAGEMENT INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q2 2015 | 2 |
BERKLEY W R CORP | 2 | 2 | 0.00% | 0.86% | 1.72% | Q2 2015 | Q3 2015 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2015 | Q2 2015 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Affiance Financial, LLC | 2 | 2 | 0.30% | 0.33% | 0.36% | Q1 2015 | Q2 2015 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2017 | Q1 2018 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2015 | Q4 2015 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Destination Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
USCA RIA LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2015 | Q2 2015 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
CHATHAM CAPITAL GROUP, INC. | 2 | 2 | 0.20% | 0.21% | 0.23% | Q1 2015 | Q2 2015 | 2 |
SPHINX TRADING, LP | 1 | 1 | 0.11% | 1.48% | 2.85% | Q2 2015 | Q2 2018 | 2 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.22% | 0.73% | 1.24% | Q1 2015 | Q2 2015 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
STATE OF WISCONSIN INVESTMENT BOARD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
COWEN INC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q4 2015 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.10% | 0.14% | 0.18% | Q1 2015 | Q2 2015 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2015 | Q2 2015 | 2 |
Trust CO of the Ozarks | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q2 2015 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
MinichMacGregor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Nokota Management, LP | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q2 2018 | 2 |
CPWM, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q2 2018 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2018 | 2 |
PITCAIRN CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 2 | 2 | 0.21% | 0.22% | 0.24% | Q1 2015 | Q2 2015 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
FIDUCIARY ASSET MANAGEMENT LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q4 2014 | Q1 2015 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 2 |
Granite Investment Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q2 2015 | 2 |
VERTEX ONE ASSET MANAGEMENT INC. | 2 | 2 | 0.23% | 0.95% | 1.66% | Q2 2015 | Q3 2015 | 2 |
AlphaOne Investment Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Salient Private Client, LLC | 2 | 2 | 0.68% | 0.74% | 0.80% | Q1 2018 | Q2 2018 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Cowen Prime Services LLC | 2 | 2 | 0.00% | 0.11% | 0.21% | Q2 2015 | Q3 2015 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.48% | 0.79% | Q1 2015 | Q3 2015 | 2 |
Proficio Capital Partners LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2018 | 2 |
JAMISON EATON & WOOD INC /NJ | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q1 2015 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Apollo Management Holdings, L.P. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.02% | 0.10% | 0.18% | Q1 2016 | Q4 2016 | 2 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
WATER ISLAND CAPITAL LLC | 2 | 2 | 2.36% | 3.18% | 3.99% | Q2 2015 | Q3 2015 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 0.15% | 0.17% | 0.19% | Q1 2017 | Q2 2017 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.26% | 0.28% | 0.31% | Q1 2015 | Q2 2015 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q2 2015 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Yellowstone Partners, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2016 | Q3 2016 | 2 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Colorado Capital Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2018 | Q2 2018 | 1 |
First Trust Capital Management L.P. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2018 | Q2 2018 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Edmonds Duncan Registered Investment Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
TradeLink Capital LLC | 1 | 1 | 6.82% | 6.82% | 6.82% | Q2 2017 | Q2 2017 | 1 |
RR Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2015 | Q1 2015 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2016 | Q3 2016 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2015 | Q1 2015 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2017 | Q1 2017 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Aravt Global | 1 | 1 | 3.66% | 3.66% | 3.66% | Q2 2016 | Q2 2016 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
Eliot Finkel Investment Counsel, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q4 2015 | Q4 2015 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2016 | Q2 2016 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Sculptor Capital LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2017 | Q4 2017 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2015 | Q1 2015 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
ORIX Corp USA | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2018 | Q1 2018 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2018 | Q2 2018 | 1 |
OTA Financial Group L.P. | 1 | 1 | 2.95% | 2.95% | 2.95% | Q2 2018 | Q2 2018 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
FolioMetrix LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Chicago Capital Management, LLC | 1 | 1 | 5.43% | 5.43% | 5.43% | Q2 2018 | Q2 2018 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Incline Global Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2016 | Q4 2016 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2018 | Q2 2018 | 1 |
Coastline Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
DEERE & CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Citizens Business Bank | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Opera Trading Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Appaloosa Management | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2015 | Q4 2015 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2017 | Q4 2017 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Greenwich Investment Management, Inc. | 1 | 1 | 2.12% | 2.12% | 2.12% | Q1 2015 | Q1 2015 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
KEMPER Corp | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2015 | Q1 2015 | 1 |
CAZ INVESTMENTS LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Aston Asset Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2015 | Q1 2015 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2016 | Q1 2016 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
OAKTREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Gruss & Co., LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2016 | Q4 2016 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
GOODWIN DANIEL L | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2015 | Q2 2015 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
AGF Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2017 | Q4 2017 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q1 2015 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2017 | Q3 2017 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2017 | Q3 2017 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Varde Management, L.P. | 1 | 1 | 44.35% | 44.35% | 44.35% | Q4 2016 | Q4 2016 | 1 |
Green Owl Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Forward Management, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2016 | Q4 2016 | 1 |
Blackstone Inc. | 1 | 1 | 2.82% | 2.82% | 2.82% | Q4 2017 | Q4 2017 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2015 | Q2 2015 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2015 | Q1 2015 | 1 |
ALLSTATE CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
External links
This page lists all the filers that currently own WILLIAMS PARTNERS L P NEW or have owned WILLIAMS PARTNERS L P NEW in the past.