| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| BAR HARBOR WEALTH MANAGEMENT | 10 | 4 | 0.89% | 1.01% | 1.15% | Q1 2013 | Q3 2016 | 14 |
| Welch Group, LLC | 14 | 14 | 0.09% | 0.11% | 0.22% | Q2 2013 | Q3 2016 | 14 |
| ZWJ INVESTMENT COUNSEL INC | 14 | 14 | 0.16% | 0.19% | 0.20% | Q2 2013 | Q3 2016 | 14 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 14 | 14 | 1.04% | 2.44% | 3.27% | Q2 2013 | Q3 2016 | 14 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | 14 | 14 | 0.26% | 0.33% | 0.44% | Q2 2013 | Q3 2016 | 14 |
| CenturyLink Investment Management Co | 14 | 14 | 0.24% | 0.65% | 0.82% | Q2 2013 | Q3 2016 | 14 |
| TOWER BRIDGE ADVISORS | 14 | 14 | 0.23% | 0.26% | 0.30% | Q2 2013 | Q3 2016 | 14 |
| Estabrook Capital Management | 12 | 1 | 0.07% | 0.09% | 0.15% | Q2 2013 | Q3 2016 | 13 |
| JNBA Financial Advisors | 13 | 13 | 0.20% | 0.28% | 0.32% | Q2 2013 | Q2 2016 | 13 |
| Kingfisher Capital LLC | 8 | 5 | 0.75% | 0.97% | 1.17% | Q2 2013 | Q3 2016 | 13 |
| TRUST CO OF OKLAHOMA | 7 | 2 | 0.75% | 1.20% | 1.57% | Q2 2013 | Q3 2016 | 12 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2016 | 12 |
| Montecito Bank & Trust | 11 | 1 | 0.25% | 0.30% | 0.33% | Q2 2013 | Q2 2016 | 12 |
| SECURITY NATIONAL TRUST CO | 9 | 1 | 0.44% | 0.51% | 0.57% | Q2 2013 | Q3 2016 | 12 |
| BEACON FINANCIAL GROUP | 12 | 12 | 0.08% | 0.14% | 0.23% | Q4 2013 | Q3 2016 | 12 |
| Nelson Capital Management, LLC | 11 | 1 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q3 2016 | 12 |
| NORTHSTAR INVESTMENT ADVISORS LLC | 5 | 1 | 0.80% | 1.24% | 1.57% | Q2 2013 | Q3 2016 | 11 |
| Gemmer Asset Management LLC | 11 | 11 | 0.08% | 0.10% | 0.12% | Q1 2014 | Q3 2016 | 11 |
| KELLEHER FINANCIAL ADVISORS | 6 | 5 | 0.12% | 0.14% | 0.18% | Q2 2013 | Q2 2016 | 11 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9 | 2 | 0.98% | 1.09% | 1.21% | Q2 2013 | Q2 2016 | 11 |
| MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 11 | 11 | 0.82% | 0.93% | 1.02% | Q1 2014 | Q3 2016 | 11 |
| BRIGHTON JONES LLC | 11 | 11 | 0.06% | 0.08% | 0.13% | Q2 2013 | Q4 2015 | 11 |
| CULBERTSON A N & CO INC | 11 | 11 | 1.32% | 1.47% | 1.68% | Q2 2013 | Q4 2015 | 11 |
| WEATHERLY ASSET MANAGEMENT L. P. | 10 | 10 | 0.26% | 0.53% | 0.63% | Q2 2013 | Q3 2015 | 10 |
| Braver Wealth Management, LLC | 9 | 1 | 0.05% | 0.21% | 0.41% | Q2 2013 | Q3 2016 | 10 |
| BANK OF STOCKTON | 8 | 2 | 0.18% | 0.19% | 0.21% | Q3 2013 | Q1 2016 | 10 |
| Destination Wealth Management | 5 | 2 | 0.80% | 0.90% | 1.02% | Q1 2013 | Q3 2016 | 10 |
| Capital Wealth Planning, LLC | 9 | 9 | 0.16% | 0.68% | 1.66% | Q2 2013 | Q2 2015 | 9 |
| Lenox Wealth Management, Inc. | 4 | 1 | 0.03% | 0.06% | 0.08% | Q1 2014 | Q3 2016 | 9 |
| HOWLAND CAPITAL MANAGEMENT LLC | 5 | 4 | 0.17% | 0.19% | 0.21% | Q3 2013 | Q4 2015 | 9 |
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 9 | 9 | 0.12% | 0.15% | 0.19% | Q3 2014 | Q3 2016 | 9 |
| JUPITER ASSET MANAGEMENT LTD | 6 | 3 | 0.33% | 0.48% | 0.60% | Q2 2013 | Q3 2016 | 9 |
| CLEAR STREET MARKETS LLC | 4 | 3 | 0.00% | 0.23% | 0.63% | Q2 2013 | Q1 2015 | 8 |
| Burt Wealth Advisors | 8 | 8 | 0.04% | 0.26% | 0.75% | Q4 2014 | Q3 2016 | 8 |
| Godshalk Welsh Capital Management, Inc. | 8 | 8 | 0.21% | 0.33% | 0.47% | Q4 2014 | Q3 2016 | 8 |
| RONALD BLUE & CO LLC | 6 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2016 | 8 |
| HL FINANCIAL SERVICES LLC | 7 | 1 | 0.32% | 0.38% | 0.43% | Q3 2013 | Q3 2016 | 8 |
| EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2013 | 8 |
| Waldron Private Wealth LLC | 7 | 1 | 0.09% | 0.11% | 0.13% | Q3 2014 | Q3 2016 | 8 |
| Saturna Capital CORP | 5 | 1 | 0.38% | 0.46% | 0.57% | Q2 2013 | Q4 2015 | 8 |
| Adirondack Research & Management Inc. | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2014 | Q3 2016 | 8 |
| GROUP ONE TRADING, L.P. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2016 | 8 |
| Riggs Asset Managment Co. Inc. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2016 | 7 |
| Ohio National Investments, Inc. | 5 | 2 | 0.27% | 0.28% | 0.30% | Q2 2013 | Q4 2015 | 7 |
| NatWest Group plc | 6 | 1 | 0.09% | 0.32% | 0.56% | Q2 2013 | Q1 2015 | 7 |
| Jump Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 7 |
| DENVER INVESTMENT ADVISORS LLC | 7 | 7 | 0.32% | 0.48% | 0.60% | Q1 2015 | Q3 2016 | 7 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.85% | 0.93% | 1.01% | Q2 2013 | Q4 2014 | 7 |
| M Holdings Securities, Inc. | 6 | 1 | 0.24% | 0.29% | 0.34% | Q4 2014 | Q3 2016 | 7 |
| Smead Capital Management, Inc. | 7 | 7 | 1.08% | 1.45% | 1.57% | Q2 2013 | Q4 2014 | 7 |
| WealthTrust Fairport, LLC | 7 | 7 | 0.53% | 0.63% | 0.72% | Q1 2015 | Q3 2016 | 7 |
| McAdams Wright Ragen, Inc. | 6 | 6 | 0.18% | 0.34% | 0.54% | Q2 2013 | Q3 2014 | 6 |
| Pinkerton Retirement Specialists, LLC | 6 | 6 | 1.00% | 1.27% | 1.95% | Q4 2014 | Q1 2016 | 6 |
| TBP ADVISORS LTD | 6 | 6 | 0.15% | 0.15% | 0.16% | Q2 2013 | Q3 2014 | 6 |
| Coe Capital Management, LLC | 3 | 1 | 0.35% | 0.48% | 0.58% | Q4 2013 | Q2 2016 | 6 |
| Hendershot Investments Inc. | 4 | 2 | 1.23% | 1.86% | 2.87% | Q3 2014 | Q3 2016 | 6 |
| Atlantic Union Bankshares Corp | 6 | 6 | 0.94% | 1.08% | 1.20% | Q2 2015 | Q3 2016 | 6 |
| Salient Capital Advisors, LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q3 2014 | Q4 2015 | 6 |
| Sageworth Trust Co | 6 | 6 | 0.96% | 1.22% | 1.59% | Q1 2015 | Q2 2016 | 6 |
| MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 5 | 5 | 0.62% | 0.76% | 0.91% | Q3 2015 | Q3 2016 | 5 |
| Bray Capital Advisors | 2 | 1 | 0.44% | 0.50% | 0.58% | Q4 2014 | Q3 2016 | 5 |
| Alerus Investment Advisors Corp | 3 | 2 | 0.04% | 0.47% | 0.83% | Q2 2013 | Q4 2015 | 5 |
| Lenox Wealth Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 5 |
| MARATHON ASSET MANAGEMENT LLP | 4 | 1 | 0.80% | 1.51% | 3.40% | Q2 2014 | Q3 2016 | 5 |
| PIERSHALE FINANCIAL GROUP, INC. | 5 | 5 | 0.14% | 0.21% | 0.31% | Q2 2013 | Q2 2014 | 5 |
| Capital Investment Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q2 2016 | 5 |
| Barton Investment Management | 3 | 1 | 0.13% | 0.18% | 0.28% | Q2 2015 | Q3 2016 | 4 |
| Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 4 |
| NORTHERN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.72% | 1.00% | 1.60% | Q2 2013 | Q1 2014 | 4 |
| Cranbrook Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2015 | 4 |
| Janney Montgomery Scott LLC | 1 | 1 | 0.16% | 0.24% | 0.39% | Q2 2013 | Q3 2015 | 4 |
| B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.09% | 0.14% | 0.21% | Q2 2014 | Q1 2015 | 4 |
| HABERER REGISTERED INVESTMENT ADVISOR INC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q1 2014 | 4 |
| Osborn Williams & Donohoe LLC | 4 | 4 | 0.89% | 0.97% | 1.11% | Q2 2013 | Q1 2014 | 4 |
| ACADIA TRUST NA | 3 | 1 | 0.16% | 0.17% | 0.18% | Q2 2013 | Q2 2014 | 4 |
| Verity & Verity, LLC | 3 | 1 | 1.12% | 1.42% | 1.90% | Q2 2013 | Q2 2015 | 4 |
| Manchester Capital Management LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q1 2014 | 4 |
| Syntal Capital Partners, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q1 2015 | 4 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q3 2016 | 4 |
| Marble Harbor Investment Counsel, LLC | 3 | 3 | 2.42% | 2.56% | 2.64% | Q2 2013 | Q4 2013 | 3 |
| Canal Insurance CO | 1 | 1 | 0.12% | 0.30% | 0.66% | Q4 2013 | Q4 2015 | 3 |
| COLONY GROUP LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q4 2015 | 3 |
| Absolute Return Capital, LLC | 2 | 1 | 0.20% | 0.37% | 0.62% | Q1 2014 | Q4 2014 | 3 |
| TORONTO DOMINION BANK | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 3 |
| Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
| PacWest Financial Management Inc | 3 | 3 | 0.61% | 0.62% | 0.63% | Q2 2014 | Q4 2014 | 3 |
| Provident Investment Management, Inc. | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
| NORTHEAST INVESTMENT MANAGEMENT | 2 | 1 | 0.62% | 1.01% | 1.29% | Q2 2013 | Q3 2016 | 3 |
| Capital Advantage, Inc. | 2 | 1 | 0.08% | 0.08% | 0.09% | Q2 2015 | Q1 2016 | 3 |
| Texas Yale Capital Corp. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
| WESTWOOD HOLDINGS GROUP INC | 2 | 1 | 1.28% | 1.37% | 1.49% | Q4 2015 | Q3 2016 | 3 |
| Ironsides Asset Advisors, LLC | 3 | 3 | 0.07% | 0.31% | 0.51% | Q2 2014 | Q4 2014 | 3 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 3 | 3 | 0.48% | 0.56% | 0.68% | Q2 2013 | Q4 2013 | 3 |
| Ancora Advisors LLC | 1 | 1 | 0.25% | 0.29% | 0.33% | Q2 2013 | Q1 2015 | 3 |
| Ifrah Financial Services, Inc. | 1 | 1 | 0.34% | 0.35% | 0.37% | Q3 2013 | Q3 2016 | 3 |
| SMITH, MOORE & CO. | 3 | 3 | 0.52% | 0.58% | 0.64% | Q4 2013 | Q2 2014 | 3 |
| Antonetti Capital Management LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q4 2013 | 3 |
| Overbrook Management Corp | 3 | 3 | 0.35% | 0.49% | 0.59% | Q2 2013 | Q4 2013 | 3 |
| Trust Co | 2 | 1 | 0.62% | 1.31% | 1.72% | Q4 2015 | Q3 2016 | 3 |
| Acropolis Investment Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
| ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.52% | 0.55% | 0.57% | Q2 2013 | Q4 2013 | 3 |
| FORBES J M & CO LLP | 2 | 1 | 0.10% | 0.54% | 0.77% | Q4 2013 | Q2 2016 | 3 |
| CULLINAN ASSOCIATES INC | 1 | 1 | 0.98% | 1.15% | 1.47% | Q3 2013 | Q4 2014 | 3 |
| MIDDLETON & CO INC/MA | 3 | 3 | 0.44% | 0.48% | 0.52% | Q2 2013 | Q4 2013 | 3 |
| OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 3 |
| First City Capital Management, Inc. | 3 | 3 | 0.38% | 0.40% | 0.43% | Q3 2013 | Q1 2014 | 3 |
| HighPoint Advisor Group LLC | 2 | 1 | 0.98% | 1.08% | 1.17% | Q4 2015 | Q3 2016 | 3 |
| WADE G W & INC | 2 | 1 | 0.11% | 0.13% | 0.16% | Q4 2015 | Q3 2016 | 3 |
| Catalyst Capital Advisors LLC | 1 | 1 | 0.07% | 0.09% | 0.10% | Q4 2013 | Q1 2015 | 2 |
| SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.32% | 0.34% | 0.34% | Q3 2013 | Q4 2013 | 2 |
| TIEDEMANN TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
| Boltwood Capital Management | 2 | 2 | 0.37% | 0.38% | 0.39% | Q2 2016 | Q3 2016 | 2 |
| TEACHERS ADVISORS, LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2013 | Q3 2013 | 2 |
| ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q2 2015 | 2 |
| Nadler Financial Group, Inc. | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2014 | Q2 2014 | 2 |
| Crosspoint Capital Strategies, LLC | 1 | 1 | 0.04% | 0.46% | 0.88% | Q1 2015 | Q4 2015 | 2 |
| ARGI Investment Services, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q3 2013 | 2 |
| NuWave Investment Management, LLC | 2 | 2 | 0.02% | 0.10% | 0.17% | Q2 2013 | Q3 2013 | 2 |
| IBM Retirement Fund | 1 | 1 | 0.29% | 0.30% | 0.31% | Q3 2013 | Q3 2014 | 2 |
| Strategic Capital Group LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q3 2013 | Q4 2013 | 2 |
| BEACON TRUST CO | 1 | 1 | 0.11% | 0.12% | 0.12% | Q1 2016 | Q3 2016 | 2 |
| PARK NATIONAL CORP /OH/ | 1 | 1 | 1.34% | 1.60% | 1.87% | Q2 2014 | Q2 2015 | 2 |
| SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.20% | 0.59% | 0.99% | Q4 2013 | Q3 2014 | 2 |
| IMA Wealth, Inc. | 1 | 1 | 0.06% | 0.17% | 0.27% | Q2 2013 | Q2 2015 | 2 |
| Ruggie Capital Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 2 |
| Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 2 |
| BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q1 2014 | 2 |
| CWM, LLC | 1 | 1 | 0.30% | 0.46% | 0.61% | Q1 2014 | Q2 2016 | 2 |
| JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.89% | 0.91% | 0.92% | Q1 2014 | Q2 2014 | 2 |
| STATE STREET CORP | 2 | 2 | 0.28% | 0.30% | 0.32% | Q2 2015 | Q3 2015 | 2 |
| Financial Advantage, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
| INR ADVISORY SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
| Rehmann Capital Advisory Group | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2014 | Q2 2015 | 2 |
| Starfire Investment Advisers, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q4 2015 | 2 |
| Bank of Kentucky, Inc. | 2 | 2 | 0.70% | 1.07% | 1.44% | Q4 2013 | Q1 2014 | 2 |
| SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.42% | 0.53% | 0.64% | Q3 2013 | Q4 2014 | 2 |
| Horan Capital Advisors, LLC. | 2 | 2 | 0.64% | 0.69% | 0.74% | Q2 2013 | Q3 2013 | 2 |
| FORT PITT CAPITAL GROUP INC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q4 2013 | 2 |
| Hirtle Callaghan & Co LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2014 | Q3 2014 | 2 |
| Paradigm Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
| MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 2 |
| Alexandria Capital, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2016 | Q3 2016 | 2 |
| Stevens First Principles Investment Advisors | 2 | 2 | 0.66% | 0.71% | 0.75% | Q3 2013 | Q4 2013 | 2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.10% | 0.11% | 0.11% | Q1 2013 | Q4 2015 | 2 |
| TIAA CREF TRUST CO FSB/MO | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
| Karp Capital Management Corp | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q3 2013 | 2 |
| MARTIN CURRIE LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
| FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
| Barrington Strategic Wealth Management Group LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2016 | Q3 2016 | 1 |
| Calvert Investment Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
| WASHINGTON TRUST BANK | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
| Saratoga Research & Investment Management | 1 | 1 | 2.51% | 2.51% | 2.51% | Q2 2013 | Q2 2013 | 1 |
| Stockman Wealth Management, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2014 | Q4 2014 | 1 |
| Mariner, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
| Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
| Shoker Investment Counsel, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
| AMERICAN NATIONAL BANK & TRUST CO /VA/ | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2013 | Q2 2013 | 1 |
| WASATCH ADVISORS LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
| ATLANTIC INVESTMENT Co | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2015 | Q2 2015 | 1 |
| Linscomb & Williams, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
| Archford Capital Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
| BP PLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2013 | Q2 2013 | 1 |
| COUNTRY TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
| INDEPENDENT INVESTORS INC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2013 | Q2 2013 | 1 |
| Hartford Financial Management Inc. | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2015 | Q3 2015 | 1 |
| SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
| Blue Chip Partners, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2016 | Q2 2016 | 1 |
| Sandy Spring Bank | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2014 | Q1 2014 | 1 |
| Capital Advisors, Ltd. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
| EMERALD ADVISERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
| DINSMORE CAPITAL MANAGEMENT CO/NJ | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
| Keel Point, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
| DESCHAINE & COMPANY, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2014 | Q4 2014 | 1 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
| SKBA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
| Asset Management Group, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
| D. SCOTT NEAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2015 | Q4 2015 | 1 |
| Perceptive Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2016 | Q3 2016 | 1 |
| JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
| TRAIN BABCOCK ADVISORS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
| Quantitative Systematic Strategies LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
| PETTYJOHN, WOOD & WHITE, INC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2013 | Q3 2013 | 1 |
| USA FINANCIAL FORMULAS | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2015 | Q1 2015 | 1 |
| Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
| Windsor Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
| First Horizon Advisors, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2013 | Q3 2013 | 1 |
| VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
| Wealth Architects, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
| Genesis Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
| EDMUNDS WHITE PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
| Family Firm, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
| STRALEM & CO INC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2013 | Q2 2013 | 1 |
| LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
| Sharkey, Howes & Javer | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
| Rex Capital Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
| Regent Investment Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2013 | Q3 2013 | 1 |
| Lourd Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
| ISTHMUS PARTNERS, LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q3 2015 | Q3 2015 | 1 |
| Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
| Freedom Investment Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2013 | Q1 2013 | 1 |
| FIRST UNITED BANK & TRUST | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2014 | Q3 2014 | 1 |
| Carroll Financial Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
| VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2016 | Q3 2016 | 1 |
| Adirondack Funds | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
| National Pension Service | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2015 | Q2 2015 | 1 |
| Concert Wealth Management Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2015 | Q3 2015 | 1 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
| Dana Investment Advisors, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
| St. Johns Investment Management Company, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2015 | Q4 2015 | 1 |
| Parkside Financial Bank & Trust | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2014 | Q4 2014 | 1 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2013 | Q3 2013 | 1 |
| BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
| Schooner Investment Group, LLC. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2013 | Q2 2013 | 1 |
| Baskin Financial Services Inc. | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2012 | Q4 2012 | 1 |
| ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
| PRUDENTIAL PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
| Price Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
| PITTENGER & ANDERSON INC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2016 | Q2 2016 | 1 |
| GARRISON BRADFORD & ASSOCIATES INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
| Edge Wealth Management LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
| HAMEL ASSOCIATES, INC. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2013 | Q4 2013 | 1 |
| PGGM Investments | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2013 | Q4 2013 | 1 |
| INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2016 | Q3 2016 | 1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2013 | Q2 2013 | 1 |
| Pointe Capital Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2016 | Q1 2016 | 1 |
| AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
| CARRET ASSET MANAGEMENT, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2013 | Q1 2013 | 1 |
| Palisades Hudson Asset Management, L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
| SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2014 | Q3 2014 | 1 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q2 2016 | Q2 2016 | 1 |
| GRASSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2013 | Q2 2013 | 1 |
| SignalPoint Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
| Torch Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
| Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2016 | Q2 2016 | 1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
| NEVILLE RODIE & SHAW INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
| Court Place Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2013 | Q4 2013 | 1 |
| DEARBORN PARTNERS LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
| TOMPKINS FINANCIAL CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
| Bruderman Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
| MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2013 | Q2 2013 | 1 |
| Bruce & Co., Inc. | 1 | 1 | 2.67% | 2.67% | 2.67% | Q3 2013 | Q3 2013 | 1 |
| Polen Capital Management | 1 | 1 | 5.48% | 5.48% | 5.48% | Q2 2013 | Q2 2013 | 1 |
| King Wealth Management Group | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2013 | Q2 2013 | 1 |
| FMA ADVISORY INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2014 | Q1 2014 | 1 |
| PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
| SII INVESTMENTS INC/WI | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
| BAXTER BROS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
| MILES CAPITAL, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
| Veritas Investment Management LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
| Ironwood Financial, llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
| StellarOne CORP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2013 | Q2 2013 | 1 |
| VESTOR CAPITAL, LLC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2014 | Q3 2014 | 1 |
| Silver Lake Advisory, LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2013 | Q4 2013 | 1 |
| Legacy Private Trust Co. | 1 | 1 | 0.03% | 0.03% | 0.03% | 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 | 0.35% | 0.35% | 0.35% | Q4 2013 | Q4 2013 | 1 |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2013 | Q4 2013 | 1 |
| NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
This page lists all the filers that currently own ABBOTT LABS or have owned ABBOTT LABS in the past.