Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BRAUN STACEY ASSOCIATES INC | 14 | 14 | 0.70% | 0.86% | 1.18% | Q2 2013 | Q3 2016 | 14 |
BAR HARBOR WEALTH MANAGEMENT | 10 | 4 | 0.10% | 0.11% | 0.12% | Q1 2013 | Q3 2016 | 14 |
JNBA Financial Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Estabrook Capital Management | 12 | 1 | 0.18% | 0.23% | 0.30% | Q2 2013 | Q3 2016 | 13 |
CenturyLink Investment Management Co | 12 | 12 | 0.17% | 0.29% | 0.46% | Q3 2013 | Q2 2016 | 12 |
Dana Investment Advisors, Inc. | 6 | 6 | 0.01% | 0.91% | 1.65% | Q2 2013 | Q2 2016 | 12 |
SECURITY NATIONAL TRUST CO | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 12 |
Montecito Bank & Trust | 11 | 1 | 0.16% | 0.20% | 0.22% | Q2 2013 | Q2 2016 | 12 |
BANK OF STOCKTON | 8 | 2 | 0.43% | 0.52% | 0.60% | Q3 2013 | Q1 2016 | 10 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 9 | 9 | 0.13% | 0.15% | 0.17% | Q3 2014 | Q3 2016 | 9 |
WEATHERLY ASSET MANAGEMENT L. P. | 9 | 9 | 0.14% | 0.38% | 0.54% | Q3 2013 | Q3 2015 | 9 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 9 | 9 | 0.10% | 0.11% | 0.15% | Q2 2014 | Q2 2016 | 9 |
Gemmer Asset Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2016 | 9 |
SUMMIT SECURITIES GROUP LLC | 2 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2014 | 9 |
Lenox Wealth Management, Inc. | 4 | 1 | 0.06% | 0.08% | 0.10% | Q1 2014 | Q3 2016 | 9 |
Pinkerton Retirement Specialists, LLC | 8 | 8 | 0.01% | 0.04% | 0.13% | Q4 2014 | Q3 2016 | 8 |
Burt Wealth Advisors | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2016 | 8 |
HL FINANCIAL SERVICES LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2016 | 8 |
RONALD BLUE & CO LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2016 | 7 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 4 | 1 | 0.04% | 1.83% | 2.35% | Q1 2014 | Q3 2016 | 7 |
Ohio National Investments, Inc. | 5 | 2 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q4 2015 | 7 |
Capital Investment Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2016 | 5 |
Janney Montgomery Scott LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 5 |
McAdams Wright Ragen, Inc. | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q3 2014 | 5 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2014 | Q1 2015 | 4 |
AFFINITY INVESTMENT ADVISORS, LLC | 3 | 1 | 1.08% | 1.21% | 1.28% | Q3 2013 | Q1 2015 | 4 |
Arbor Investment Advisors, LLC | 3 | 1 | 0.11% | 0.12% | 0.12% | Q4 2014 | Q2 2016 | 4 |
Trust Co | 2 | 1 | 0.60% | 1.17% | 1.50% | Q4 2015 | Q3 2016 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q1 2015 | 3 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 3 |
NatWest Group plc | 3 | 3 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2013 | 3 |
HighPoint Advisor Group LLC | 2 | 1 | 0.45% | 0.48% | 0.51% | Q4 2015 | Q3 2016 | 3 |
Cranbrook Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 3 |
Absolute Return Capital, LLC | 2 | 1 | 0.12% | 0.14% | 0.15% | Q1 2014 | Q4 2014 | 3 |
Manchester Capital Management LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 3 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.24% | 0.25% | 0.25% | Q2 2013 | Q4 2013 | 3 |
Forester Capital Management, LTD | 3 | 3 | 1.67% | 3.00% | 3.84% | Q3 2014 | Q1 2015 | 3 |
Kingfisher Capital LLC | 2 | 2 | 0.00% | 0.41% | 0.83% | Q3 2015 | Q4 2015 | 2 |
Ifrah Financial Services, Inc. | 1 | 1 | 0.10% | 0.12% | 0.14% | Q1 2015 | Q3 2016 | 2 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 2 | 2 | 0.48% | 0.51% | 0.55% | Q2 2016 | Q3 2016 | 2 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 2 |
Boltwood Capital Management | 2 | 2 | 1.33% | 1.36% | 1.40% | Q2 2016 | Q3 2016 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.01% | 0.21% | 0.40% | Q1 2013 | Q4 2015 | 2 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q3 2013 | Q4 2014 | 2 |
Leisure Capital Management | 1 | 1 | 1.67% | 1.71% | 1.76% | Q1 2016 | Q3 2016 | 2 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.08% | 0.38% | 0.69% | Q1 2016 | Q3 2016 | 2 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2015 | 2 |
TIAA CREF TRUST CO FSB/MO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q3 2013 | 2 |
FORT PITT CAPITAL GROUP INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q4 2013 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.00% | 0.08% | 0.15% | Q4 2013 | Q1 2015 | 2 |
Bank of Kentucky, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2014 | Q2 2015 | 2 |
NuWave Investment Management, LLC | 2 | 2 | 0.01% | 0.35% | 0.68% | Q2 2013 | Q3 2013 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 2 |
STATE STREET CORP | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2015 | Q3 2015 | 2 |
TEACHERS ADVISORS, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.21% | 0.55% | 0.89% | Q1 2014 | Q2 2014 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Newfound Research LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SAGE FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Bruce & Co., Inc. | 1 | 1 | 5.14% | 5.14% | 5.14% | Q3 2013 | Q3 2013 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CARRET ASSET MANAGEMENT, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2013 | Q1 2013 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2015 | Q2 2015 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
CROFT-LEOMINSTER INC | 1 | 1 | 2.05% | 2.05% | 2.05% | Q1 2014 | Q1 2014 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
IBM Retirement Fund | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 |
Sandy Spring Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Linscomb Wealth, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2013 | Q4 2013 | 1 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Mariner, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2013 | Q2 2013 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2015 | Q2 2015 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
StellarOne CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
TD Securities (USA) LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FORSTA AP-FONDEN | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2016 | Q3 2016 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Keel Point, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2016 | Q3 2016 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Mondrian Investment Partners LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2015 | Q1 2015 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
National Pension Service | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2015 | Q4 2015 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2014 | Q4 2014 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2013 | Q2 2013 | 1 |
PGGM Investments | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2013 | Q3 2013 | 1 |
FCA CORP /TX | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2015 | Q3 2015 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Scepter Holdings, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2014 | Q2 2014 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2016 | Q2 2016 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
This page lists all the filers that currently own ALLSTATE CORP or have owned ALLSTATE CORP in the past.