Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 32 | 1 | 0.00% | 0.03% | 0.05% | Q1 2009 | Q3 2018 | 35 |
HSBC HOLDINGS PLC | 17 | 9 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2018 | 26 |
Citizens Business Bank | 24 | 24 | 0.10% | 0.11% | 0.13% | Q4 2012 | Q3 2018 | 24 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 23 |
Neuberger Berman Group LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
KCM INVESTMENT ADVISORS LLC | 22 | 22 | 0.02% | 0.13% | 0.45% | Q2 2013 | Q3 2018 | 22 |
BANK OF MONTREAL /CAN/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
NOESIS CAPITAL MANGEMENT CORP | 22 | 22 | 0.25% | 0.35% | 0.46% | Q2 2013 | Q3 2018 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2018 | 22 |
FLAHERTY & CRUMRINE INC | 22 | 22 | 8.96% | 24.98% | 39.72% | Q2 2013 | Q3 2018 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
FIRST MANHATTAN CO. LLC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
North Star Investment Management Corp. | 22 | 22 | 0.08% | 0.15% | 0.17% | Q2 2013 | Q3 2018 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2018 | 22 |
SUNTRUST BANKS INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Invesco Ltd. | 22 | 22 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2018 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q3 2018 | 22 |
FIRST FINANCIAL CORP /IN/ | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.02% | 0.11% | 1.40% | Q2 2013 | Q3 2018 | 22 |
PRIVATE ASSET MANAGEMENT INC | 22 | 22 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q3 2018 | 22 |
WEBSTER BANK, N. A. | 22 | 22 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2018 | 22 |
Highlander Capital Management, LLC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 21 |
Creative Planning | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 21 |
Global X Management CO LLC | 21 | 21 | 0.15% | 0.29% | 0.54% | Q2 2013 | Q2 2018 | 21 |
Estabrook Capital Management | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2018 | 21 |
MORGAN STANLEY | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
BB&T SECURITIES, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2018 | 21 |
DUNCKER STREETT & CO INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 20 |
Janney Montgomery Scott LLC | 9 | 3 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2018 | 20 |
Oakworth Capital, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 20 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2018 | 20 |
Arete Wealth Advisors, LLC | 20 | 20 | 0.19% | 0.70% | 1.42% | Q4 2013 | Q3 2018 | 20 |
QCI ASSET MANAGEMENT INC/NY | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2018 | 20 |
BARCLAYS PLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 20 |
Barrett Asset Management, LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 19 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 19 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
IPG Investment Advisors LLC | 18 | 18 | 0.11% | 0.21% | 0.36% | Q2 2014 | Q3 2018 | 18 |
D.A. DAVIDSON & CO. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2017 | 18 |
COHEN & STEERS, INC. | 18 | 18 | 0.00% | 0.11% | 0.86% | Q2 2013 | Q3 2017 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2018 | 18 |
WHALEROCK POINT PARTNERS, LLC | 10 | 1 | 0.33% | 0.53% | 0.74% | Q4 2013 | Q3 2018 | 18 |
WHITTIER TRUST CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 16 | 1 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2018 | 17 |
STIFEL FINANCIAL CORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 17 |
GAM Holding AG | 17 | 17 | 0.02% | 0.03% | 0.08% | Q3 2013 | Q3 2017 | 17 |
Carroll Financial Associates, Inc. | 14 | 3 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2018 | 17 |
Spectrum Asset Management, Inc. | 16 | 16 | 0.18% | 6.00% | 11.49% | Q2 2013 | Q1 2017 | 16 |
PRENTISS SMITH & CO INC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2018 | 16 |
FIRST TRUST ADVISORS LP | 10 | 6 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2018 | 16 |
Sigma Planning Corp | 16 | 16 | 0.02% | 0.06% | 0.09% | Q4 2014 | Q3 2018 | 16 |
UBS Group AG | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 16 |
Smithfield Trust Co | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 15 |
INVESTMENT CENTERS OF AMERICA INC | 14 | 1 | 0.05% | 0.10% | 0.18% | Q3 2013 | Q2 2017 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
NEW ENGLAND ASSET MANAGEMENT INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2017 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.05% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Bank of New York Mellon Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2017 | 14 |
ALLIANCEBERNSTEIN L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 14 |
HIGH POINT BANK & TRUST CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
BESSEMER GROUP INC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q3 2018 | 14 |
TRUST CO OF VERMONT | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Riggs Asset Managment Co. Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 14 |
COMPTON CAPITAL MANAGEMENT INC /RI | 14 | 14 | 0.06% | 0.12% | 0.16% | Q2 2013 | Q3 2016 | 14 |
QUALCOMM INC/DE | 14 | 14 | 0.24% | 0.59% | 1.14% | Q2 2013 | Q3 2016 | 14 |
Buffington Mohr McNeal | 14 | 14 | 0.05% | 0.07% | 0.09% | Q3 2013 | Q4 2016 | 14 |
DEUTSCHE BANK AG\ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 13 |
IFC Holdings Incorporated/FL | 13 | 13 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q4 2017 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.03% | 0.08% | 0.20% | Q2 2013 | Q2 2016 | 13 |
FIRST INTERSTATE BANK | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q2 2016 | 13 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2015 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Bruderman Asset Management, LLC | 8 | 1 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2018 | 12 |
Advisory Services Network, LLC | 7 | 5 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2018 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 12 |
Aldebaran Financial Inc. | 11 | 11 | 0.20% | 0.38% | 0.98% | Q4 2013 | Q2 2016 | 11 |
M&T BANK CORP | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 11 |
BANK HAPOALIM BM | 10 | 1 | 0.02% | 0.10% | 0.16% | Q4 2013 | Q1 2017 | 11 |
Sandy Spring Bank | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 11 |
Vision Capital Management, Inc. | 11 | 11 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2015 | 11 |
IFP Advisors, Inc | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.01% | 0.06% | 0.09% | Q2 2016 | Q3 2018 | 10 |
CIM INVESTMENT MANAGEMENT INC | 10 | 10 | 1.03% | 1.16% | 1.36% | Q2 2013 | Q3 2015 | 10 |
CI Global Investments Inc. | 10 | 10 | 0.14% | 0.38% | 0.76% | Q2 2013 | Q3 2015 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
NatWest Group plc | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
SCOTIA CAPITAL INC. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 10 |
MUFG Americas Holdings Corp | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q2 2015 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
MID CONTINENT CAPITAL LLC/IL | 9 | 9 | 0.01% | 0.05% | 0.07% | Q3 2013 | Q3 2015 | 9 |
NATIXIS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
GUGGENHEIM CAPITAL LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Johnson Financial Group, Inc. | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2018 | 9 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.14% | 0.18% | 0.21% | Q4 2016 | Q3 2018 | 8 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 8 |
Greytown Advisors Inc. | 8 | 8 | 0.11% | 0.15% | 0.20% | Q4 2016 | Q3 2018 | 8 |
Edge Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q3 2018 | 8 |
Chicago Partners Investment Group LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 8 |
HCR Wealth Advisors | 8 | 8 | 0.42% | 0.47% | 0.52% | Q4 2016 | Q3 2018 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2018 | 8 |
WFG Advisors, LP | 7 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2015 | 8 |
Jackson, Grant Investment Advisers, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 7 |
MOTCO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
Independent Advisor Alliance | 7 | 7 | 0.07% | 0.11% | 0.15% | Q1 2017 | Q3 2018 | 7 |
Westside Investment Management, Inc. | 7 | 7 | 0.01% | 0.02% | 0.09% | Q1 2017 | Q3 2018 | 7 |
Watermark Asset Management, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2018 | 7 |
Parallel Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 7 |
BlackRock Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.11% | 0.13% | 0.17% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2015 | Q3 2016 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
MML INVESTORS SERVICES, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2018 | 6 |
Cypress Capital Management LLC (WY) | 6 | 6 | 0.30% | 0.33% | 0.35% | Q4 2014 | Q1 2016 | 6 |
STATE STREET CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q1 2017 | 6 |
JFS WEALTH ADVISORS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
TERRIL BROTHERS, INC. | 6 | 6 | 0.19% | 0.21% | 0.26% | Q3 2014 | Q4 2015 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 5 |
Janney Capital Management LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q3 2018 | 5 |
Kohlberg Kravis Roberts & Co. L.P. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q4 2014 | 5 |
BBVA USA Bancshares, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2018 | 5 |
Strategic Advisors LLC | 5 | 5 | 0.32% | 0.39% | 0.53% | Q3 2017 | Q3 2018 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.09% | 0.10% | 0.12% | Q2 2015 | Q2 2018 | 5 |
Clean Yield Group | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2017 | 5 |
Private Capital Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 5 |
Grove Bank & Trust | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q4 2016 | 5 |
Covington Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Nicholas Hoffman & Company, LLC. | 5 | 5 | 0.28% | 0.37% | 0.50% | Q3 2017 | Q3 2018 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.03% | 0.04% | Q3 2013 | Q4 2014 | 5 |
Avestar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
RUSSELL FRANK CO/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Financial Enhancement Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
PineBridge Investments, L.P. | 4 | 4 | 0.10% | 0.11% | 0.11% | Q1 2017 | Q4 2017 | 4 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2018 | 4 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 4 |
Nikulski Financial, Inc. | 4 | 4 | 0.21% | 0.23% | 0.26% | Q4 2017 | Q3 2018 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2015 | 4 |
Somerset Trust Co | 4 | 4 | 0.27% | 0.28% | 0.29% | Q4 2013 | Q3 2014 | 4 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Pinnacle Summer Investments, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 4 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Legacy Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
American Portfolios Advisors | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
G&S Capital LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
NEXT Financial Group, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2016 | 4 |
Risk Paradigm Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
NORTHWEST WEALTH MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q3 2018 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Cleary Gull Holdings Inc. | 2 | 1 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q1 2016 | 3 |
Advisors Asset Management, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2013 | Q3 2013 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q2 2016 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Nuveen Asset Management, LLC | 2 | 1 | 0.01% | 29.07% | 51.75% | Q3 2012 | Q4 2016 | 3 |
Strategic Wealth Partners, Ltd. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Omnia Family Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Gary Goldberg Planning Services Inc | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q4 2014 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 0.14% | 0.17% | 0.21% | Q4 2017 | Q2 2018 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2016 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
FRANKLIN RESOURCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Private Advisor Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Doyle Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
McAdam, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Aperio Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q1 2014 | Q2 2014 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2016 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
MCIA Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
SUN LIFE FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
PROTECTIVE LIFE CORP | 1 | 1 | 12.84% | 12.84% | 12.84% | Q3 2018 | Q3 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2013 | Q3 2013 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2015 | Q1 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Csenge Advisory Group | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 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 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Keystone Financial Group | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
State of New Jersey Common Pension Fund B | 1 | 1 | 4.85% | 4.85% | 4.85% | Q1 2014 | Q1 2014 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
KKR Credit Advisors (US) LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2013 | Q3 2013 | 1 |
External links
This page lists all the filers that currently own BARCLAYS BANK PLC or have owned BARCLAYS BANK PLC in the past.