Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
DEUTSCHE BANK AG\ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2020 | 54 |
HUNTINGTON NATIONAL BANK | 26 | 12 | 0.00% | 0.00% | 0.00% | Q1 2011 | Q1 2021 | 38 |
GOLDMAN SACHS GROUP INC | 31 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2020 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2011 | Q3 2019 | 32 |
BANK OF MONTREAL /CAN/ | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2020 | 31 |
FIRST MANHATTAN CO. LLC. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
WELLS FARGO & COMPANY/MN | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
FARMERS & MERCHANTS INVESTMENTS INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
LEVIN CAPITAL STRATEGIES, L.P. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 31 |
CITIGROUP INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
Richmond Hill Investments, LLC | 31 | 31 | 1.00% | 6.93% | 16.19% | Q2 2013 | Q4 2020 | 31 |
WHITTIER TRUST CO | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
Carroll Financial Associates, Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
FIFTH THIRD BANCORP | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
THOMPSON SIEGEL & WALMSLEY LLC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
SG Americas Securities, LLC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
Avenir Corp | 31 | 31 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q4 2020 | 31 |
JPMORGAN CHASE & CO | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
CENTRAL TRUST Co | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
BESSEMER GROUP INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
D.A. DAVIDSON & CO. | 31 | 31 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2020 | 31 |
MORGAN STANLEY | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 31 |
BARCLAYS PLC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
SOL Capital Management CO | 31 | 31 | 0.01% | 0.31% | 1.01% | Q2 2013 | Q4 2020 | 31 |
US BANCORP \DE\ | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
NFC Investments, LLC | 30 | 30 | 0.00% | 0.26% | 0.47% | Q2 2013 | Q3 2020 | 30 |
Bartlett & Co. LLC | 26 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 30 |
BROWN BROTHERS HARRIMAN & CO | 28 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2020 | 30 |
Hudock, Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
LS Investment Advisors, LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
Dalton Investments LLC | 17 | 13 | 0.01% | 4.59% | 41.76% | Q2 2013 | Q4 2020 | 30 |
Tortoise Investment Management, LLC | 28 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 30 |
DUNCKER STREETT & CO INC | 17 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 29 |
Oakworth Capital, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 29 |
Compagnie Lombard Odier SCmA | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 29 |
PEOPLES FINANCIAL SERVICES CORP. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 29 |
STIFEL FINANCIAL CORP | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2020 | 27 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 27 | 27 | 0.00% | 0.11% | 0.22% | Q2 2014 | Q4 2020 | 27 |
D'Orazio & Associates, Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 27 |
SYNOVUS FINANCIAL CORP | 17 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Manikay Partners, LLC | 27 | 27 | 0.74% | 2.50% | 5.64% | Q2 2013 | Q4 2019 | 27 |
M&T BANK CORP | 22 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 26 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2020 | 26 |
GLENMEDE TRUST CO NA | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q4 2020 | 26 |
KBC Group NV | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 26 |
MUFG Americas Holdings Corp | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2011 | Q4 2020 | 25 |
UBS Group AG | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 25 |
Community Bank, N.A. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 25 |
Creative Planning | 9 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2020 | 25 |
Barrett Asset Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
AMERIPRISE FINANCIAL INC | 15 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 24 |
MOTCO | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2020 | 24 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2020 | 24 |
Highlander Capital Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2020 | 24 |
STARR INTERNATIONAL CO INC | 24 | 24 | 1.18% | 6.84% | 14.80% | Q2 2013 | Q1 2019 | 24 |
Glassman Wealth Services | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 23 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2020 | 23 |
ZAZOVE ASSOCIATES LLC | 12 | 1 | 0.01% | 0.29% | 0.99% | Q2 2013 | Q3 2019 | 23 |
Horizon Kinetics | 23 | 23 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2018 | 23 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
Stanley Capital Management, LLC | 18 | 5 | 0.03% | 3.50% | 33.76% | Q4 2014 | Q4 2020 | 23 |
BROWN ADVISORY INC | 19 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 23 |
Teewinot Capital Advisers, L.L.C. | 23 | 23 | 0.84% | 3.59% | 5.79% | Q1 2014 | Q3 2019 | 23 |
Arete Wealth Advisors, LLC | 23 | 23 | 0.18% | 2.88% | 5.79% | Q4 2013 | Q2 2019 | 23 |
Endurance Wealth Management, Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 23 |
Cranbrook Wealth Management, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 22 |
ASSETMARK, INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 22 |
Allworth Financial LP | 18 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2020 | 22 |
Hosking Partners LLP | 22 | 22 | 0.01% | 0.93% | 1.68% | Q3 2015 | Q4 2020 | 22 |
TRUST CO OF VERMONT | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
State of Tennessee, Treasury Department | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2020 | 21 |
First PREMIER Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 21 |
SALZHAUER MICHAEL | 15 | 1 | 0.00% | 0.23% | 0.70% | Q4 2013 | Q3 2020 | 21 |
Versant Capital Management, Inc | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 21 |
BlackRock Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 21 |
WELLINGTON MANAGEMENT GROUP LLP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
Asset Dedication, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 21 |
Fiduciary Group LLC | 21 | 21 | 0.00% | 0.02% | 0.10% | Q2 2015 | Q2 2020 | 21 |
Richmond Hill Investment Co., LP | 21 | 21 | 1.92% | 6.29% | 12.87% | Q4 2014 | Q4 2019 | 21 |
Sather Financial Group Inc | 21 | 21 | 0.07% | 2.07% | 3.61% | Q1 2014 | Q1 2019 | 21 |
WOLVERINE ASSET MANAGEMENT LLC | 19 | 1 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q4 2020 | 21 |
HOWE & RUSLING INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 20 |
Moon Capital Management, LLC | 18 | 2 | 0.22% | 0.62% | 2.43% | Q1 2014 | Q3 2019 | 20 |
CENTRAL BANK & TRUST CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
BRAVE ASSET MANAGEMENT INC | 20 | 20 | 0.11% | 0.20% | 0.53% | Q4 2013 | Q3 2018 | 20 |
1832 Asset Management L.P. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 20 |
Municipal Employees' Retirement System of Michigan | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2018 | 20 |
STATE STREET CORP | 12 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 20 |
Evercore Wealth Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
PRELUDE CAPITAL MANAGEMENT, LLC | 19 | 19 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q1 2018 | 19 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 19 |
First Pacific Advisors, LP | 19 | 19 | 0.00% | 0.13% | 0.24% | Q1 2016 | Q3 2020 | 19 |
CSS LLC/IL | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2020 | 19 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 17 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 19 |
ATWOOD & PALMER INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 19 |
Manchester Capital Management LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2020 | 19 |
Focused Wealth Management, Inc | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 19 |
M&R CAPITAL MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 19 |
Cribstone Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 18 |
Barnett & Company, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 18 |
MCF Advisors LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2011 | Q4 2016 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
CREDIT AGRICOLE S A | 11 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 18 |
Force Capital Management LLC | 18 | 18 | 0.29% | 1.91% | 4.50% | Q2 2013 | Q3 2017 | 18 |
Silver Point Capital L.P. | 18 | 18 | 1.13% | 3.13% | 6.07% | Q2 2013 | Q3 2017 | 18 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 18 |
Estabrook Capital Management | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 18 |
Spindletop Capital, LLC | 12 | 6 | 0.23% | 1.58% | 2.72% | Q4 2014 | Q1 2020 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 18 |
Johnson Financial Group, Inc. | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 18 |
CARL DOMINO INC | 17 | 17 | 0.26% | 0.38% | 0.50% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Global Retirement Partners, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 11 | 6 | 0.00% | 0.10% | 0.19% | Q3 2016 | Q4 2020 | 17 |
Aperio Group, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
Baupost Group | 17 | 17 | 0.08% | 0.45% | 0.79% | Q2 2013 | Q2 2017 | 17 |
Financial Architects, Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 17 |
TCI Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2020 | 17 |
ROYAL LONDON ASSET MANAGEMENT LTD | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2020 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 17 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
Gemmer Asset Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 16 |
Kistler-Tiffany Companies, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2020 | 16 |
CAPITAL GUARDIAN TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11 | 5 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q4 2020 | 16 |
Psagot Value Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 16 |
VALLEY NATIONAL ADVISERS INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2020 | 16 |
Locust Wood Capital Advisers | 16 | 16 | 1.06% | 2.59% | 4.05% | Q2 2013 | Q1 2017 | 16 |
D. E. Shaw & Co., Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 16 |
Avior Wealth Management, LLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
People's United Financial, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 15 |
Gradient Investments LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 15 |
EQUITEC SPECIALISTS, LLC | 8 | 1 | 0.00% | 0.95% | 6.51% | Q4 2015 | Q4 2020 | 15 |
Rothschild & Co Wealth Management UK Ltd | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 15 |
CREDIT SUISSE AG/ | 14 | 1 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q1 2017 | 15 |
TD Capital Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
MYCIO WEALTH PARTNERS, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 15 |
BNP PARIBAS FINANCIAL MARKETS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Alexandria Capital, LLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 15 |
Concourse Capital Management, LLC | 11 | 1 | 1.36% | 3.55% | 4.47% | Q1 2014 | Q4 2017 | 14 |
Advisors Asset Management, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Hound Partners | 14 | 14 | 0.85% | 1.31% | 1.61% | Q2 2013 | Q3 2016 | 14 |
Fairholme Capital Management | 14 | 14 | 5.06% | 9.37% | 21.48% | Q2 2013 | Q3 2016 | 14 |
Boyle Capital Management, L.L.C. | 14 | 14 | 5.04% | 9.69% | 23.59% | Q2 2013 | Q3 2016 | 14 |
BREWIN DOLPHIN LTD | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 14 |
Smithfield Trust Co | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
CWH Capital Management, Inc. | 14 | 14 | 0.00% | 0.73% | 1.42% | Q3 2017 | Q4 2020 | 14 |
Covington Capital Management | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 14 |
Pacific Center for Financial Services | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 14 |
Blue Ridge Capital, L.L.C. | 14 | 14 | 0.18% | 0.28% | 0.36% | Q2 2013 | Q3 2016 | 14 |
ROCKEFELLER FINANCIAL SERVICES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Steward Partners Investment Advisory, LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 13 |
Centerpoint Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
TOTH FINANCIAL ADVISORY CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Raffles Associates | 13 | 13 | 1.71% | 2.41% | 3.10% | Q2 2013 | Q2 2016 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Bruderman Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2019 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 13 |
BLOOM TREE PARTNERS, LLC | 8 | 5 | 0.24% | 1.12% | 2.33% | Q2 2013 | Q3 2016 | 13 |
Wealthcare Advisory Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
Vantage Investment Advisors, LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 13 |
Texan Capital Management | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 12 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 12 |
Westside Investment Management, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 12 |
Bedel Financial Consulting, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 12 |
AEGIS FINANCIAL CORP | 12 | 12 | 0.61% | 1.40% | 2.40% | Q2 2013 | Q1 2016 | 12 |
GUGGENHEIM CAPITAL LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
OTA Financial Group L.P. | 6 | 6 | 0.32% | 7.43% | 32.72% | Q3 2016 | Q2 2020 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 12 |
Swift Run Capital | 12 | 12 | 2.62% | 4.68% | 6.28% | Q4 2014 | Q3 2017 | 12 |
BLAIR WILLIAM & CO/IL | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2016 | 11 |
Litman Gregory Wealth Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Red Cedar Capital, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
CAPTRUST FINANCIAL ADVISORS | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 11 |
BDO Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Gifford Fong Associates | 11 | 11 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2020 | 11 |
Lehman Financial Resources, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2015 | 11 |
Certified Advisory Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
VERTEX ONE ASSET MANAGEMENT INC. | 10 | 1 | 0.05% | 1.37% | 3.81% | Q3 2015 | Q3 2019 | 11 |
1834 INVESTMENT ADVISORS CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 11 |
Hoxton Financial, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 11 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 10 |
Capital Research Global Investors | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
Russell Investments Group, Ltd. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 10 |
EdgePoint Investment Group Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 9 | 1 | 0.09% | 0.63% | 1.09% | Q4 2015 | Q4 2019 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 10 |
CAMBIAR INVESTORS LLC | 10 | 10 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q2 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
SEIZERT CAPITAL PARTNERS, LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2015 | 10 |
Arlington Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
Corbenic Partners LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2017 | 10 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Truehand, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Pinnacle Bancorp, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Waverly Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Beacon Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Invesco Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
NVWM, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 9 |
Zweig-DiMenna Associates LLC | 9 | 9 | 0.01% | 0.81% | 1.67% | Q1 2018 | Q1 2020 | 9 |
NewSquare Capital LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
LBA Wealth Management, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 9 |
Triad Investment Management | 9 | 9 | 0.04% | 1.59% | 4.09% | Q4 2018 | Q4 2020 | 9 |
Prestige Wealth Management Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Parkside Financial Bank & Trust | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 9 |
North Star Investment Management Corp. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 9 |
Stonehage Fleming Financial Services Holdings Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
TSFG, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
OneDigital Investment Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
CIDEL ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.07% | Q1 2019 | Q4 2020 | 8 |
Investors Research Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
JFS WEALTH ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 8 |
Regal Investment Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2018 | 8 |
ALLIANCEBERNSTEIN L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q1 2015 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
OPPENHEIMER & CO INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 8 |
BALTIMORE CAPITAL MANAGEMENT, INC | 7 | 1 | 0.36% | 1.22% | 2.00% | Q1 2017 | Q1 2019 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Arizona State Retirement System | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2014 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Patten Group, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 8 |
LSV ASSET MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Kavi Asset Management, LP | 7 | 7 | 0.40% | 0.88% | 1.16% | Q2 2016 | Q4 2017 | 7 |
HSBC HOLDINGS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Bank of Kentucky, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Klingman & Associates, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Ancora Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 7 |
HM PAYSON & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
WealthTrust Fairport, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
HL FINANCIAL SERVICES LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
COMMONWEALTH BANK OF AUSTRALIA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
Private Capital Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
WEBSTER BANK, N. A. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 7 |
Akre Capital Management | 7 | 7 | 0.04% | 0.09% | 0.27% | Q2 2015 | Q4 2016 | 7 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
AFTON CAPITAL MANAGEMENT LLC | 7 | 7 | 1.29% | 1.92% | 2.94% | Q2 2013 | Q4 2014 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2017 | 7 |
Sowell Financial Services LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 7 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
GEODE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Gruss Capital Management LP | 3 | 1 | 0.09% | 1.12% | 2.21% | Q1 2016 | Q3 2018 | 6 |
Citadel Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q2 2018 | 6 |
Edge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2018 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 6 |
SCHARF INVESTMENTS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Ionic Capital Management LLC | 4 | 1 | 0.01% | 0.26% | 0.61% | Q4 2016 | Q4 2020 | 6 |
Sonora Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
Ruffer LLP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Roble, Belko & Company, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 6 |
Narwhal Capital Management | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
Stonehage Fleming (UK) Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 6 |
Lee Financial Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
RUDMAN ERROL M | 6 | 6 | 0.30% | 1.25% | 2.34% | Q4 2014 | Q1 2016 | 6 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2016 | 5 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 5 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 5 |
NWK Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
ROPES WEALTH ADVISORS LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 5 |
Aspire Private Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
BAR HARBOR TRUST SERVICES | 5 | 5 | 0.39% | 0.50% | 0.62% | Q3 2017 | Q3 2018 | 5 |
S.A. Mason LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Bank of New York Mellon Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Gator Capital Management, LLC | 5 | 5 | 0.46% | 1.08% | 1.45% | Q4 2017 | Q4 2018 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Community Financial Services Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
Burt Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
PECAUT & CO. | 5 | 5 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q1 2020 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
First Washington CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Legacy Bridge, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.27% | 0.42% | 0.54% | Q2 2016 | Q1 2018 | 5 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2016 | 5 |
Formidable Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2019 | 5 |
Omega Advisors Inc. | 5 | 5 | 0.28% | 0.39% | 0.47% | Q1 2017 | Q1 2018 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
Oxbow Advisors, LLC | 5 | 5 | 0.17% | 0.55% | 0.82% | Q4 2016 | Q4 2017 | 5 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 5 |
CONNING INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Inlet Private Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2015 | 4 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q4 2017 | 4 |
OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2015 | Q3 2016 | 4 |
Fusion Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 4 |
Bandera Partners LLC | 4 | 4 | 0.49% | 0.51% | 0.56% | Q2 2013 | Q1 2014 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
PEAK6 Group LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q4 2017 | 4 |
Rathbones Group PLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2020 | 4 |
APG Asset Management N.V. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Zions Trust, National Association | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Heritage Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Amici Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Vigilant Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Cresset Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Limestone Value Partners, LLC | 4 | 4 | 2.05% | 3.72% | 5.66% | Q4 2015 | Q3 2016 | 4 |
Vanguard Capital Wealth Advisors | 4 | 4 | 0.22% | 0.28% | 0.35% | Q3 2018 | Q2 2019 | 4 |
RMB Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 4 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Firestone Capital Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 1 | 0.01% | 0.13% | 0.22% | Q1 2014 | Q3 2017 | 4 |
BHF Kleinwort Benson Group S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
JBF Capital, Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2015 | Q1 2016 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Mountain Lake Investment Management LLC | 4 | 4 | 0.58% | 0.67% | 0.87% | Q1 2014 | Q4 2014 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
MERIDIAN INVESTMENT COUNSEL INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 3 |
TimeScale Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
FIRST HORIZON CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 3 |
Franklin, Parlapiano, Turner & Welch, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
MILLER VALUE PARTNERS, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Spectrum Financial Alliance Ltd LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
TCTC Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
PenderFund Capital Management Ltd. | 3 | 3 | 1.61% | 1.91% | 2.10% | Q1 2018 | Q3 2018 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Covey Capital Advisors, LLC | 3 | 3 | 0.21% | 0.46% | 0.72% | Q1 2017 | Q3 2017 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Arbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
PRENTISS SMITH & CO INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 3 |
Concert Wealth Management Inc. | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2016 | Q1 2017 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
HARBERT MANAGEMENT CORP | 3 | 3 | 3.00% | 3.30% | 3.77% | Q2 2013 | Q4 2013 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.13% | 0.17% | 0.20% | Q2 2013 | Q1 2019 | 3 |
FRANKLIN RESOURCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Brinker Capital Investments, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 3 |
Founders Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
QCI ASSET MANAGEMENT INC/NY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Aevitas Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Centaur Capital | 3 | 3 | 0.80% | 0.98% | 1.15% | Q1 2018 | Q3 2018 | 3 |
1776 Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
Bryn Mawr Capital Management, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q1 2019 | Q2 2019 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.58% | 1.16% | Q3 2014 | Q3 2014 | 2 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Harvest Capital Strategies LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
Harfst & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 2 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
RAPTOR CAPITAL MANAGEMENT LP | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2013 | Q3 2013 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Knuff & Co LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 2 |
Pinnacle Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Baron Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Poehling Capital Management, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WEINTRAUB CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.86% | 2.29% | 2.72% | Q2 2013 | Q3 2013 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2020 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2015 | 2 |
JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Laurel Grove Capital, LLC | 2 | 2 | 0.43% | 0.54% | 0.64% | Q3 2017 | Q4 2017 | 2 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
STUYVESANT CAPITAL MANAGEMENT | 2 | 2 | 0.38% | 0.39% | 0.40% | Q2 2013 | Q3 2013 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Wallington Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Glovista Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Compass Efficient Model Portfolios, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Orbitronix, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2014 | Q4 2014 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Whetstone Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2018 | Q1 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Seven Post Investment Office LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MCRAE CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
TEXAS PERMANENT SCHOOL FUND CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2016 | Q1 2016 | 1 |
Arbiter Partners Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Israel Discount Bank of New York | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
GAM Holding AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Goodman Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NJ State Employees Deferred Compensation Plan | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TCW GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Main Street Research LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Loeb Offshore Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2013 | Q4 2013 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2015 | Q4 2015 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2014 | Q4 2014 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Monarch Alternative Capital LP | 1 | 1 | 26.64% | 26.64% | 26.64% | Q3 2013 | Q3 2013 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WMS Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
T2 Partners Management, LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2013 | Q3 2013 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRB Advisors LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Virtu Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
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This page lists all the filers that currently own AMERICAN INTL GROUP INC or have owned AMERICAN INTL GROUP INC in the past.