Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Friedenthal Financial | 18 | 13 | 0.19% | 1.14% | 7.23% | Q4 2013 | Q3 2021 | 31 |
Rehmann Capital Advisory Group | 29 | 29 | 0.15% | 2.45% | 7.86% | Q4 2008 | Q4 2015 | 29 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 27 | 27 | 0.39% | 8.41% | 19.08% | Q2 2009 | Q4 2015 | 27 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2009 | Q3 2023 | 26 |
Colorado Capital Management, Inc. | 22 | 22 | 0.40% | 0.74% | 1.16% | Q4 2015 | Q1 2021 | 22 |
Freedom Investment Management, Inc. | 21 | 21 | 0.02% | 0.53% | 0.96% | Q1 2013 | Q1 2018 | 21 |
MENLO ADVISORS LLC | 17 | 17 | 0.10% | 1.19% | 1.82% | Q4 2014 | Q4 2018 | 17 |
Corbenic Partners LLC | 14 | 2 | 0.01% | 0.94% | 3.78% | Q3 2013 | Q3 2017 | 16 |
First Horizon Advisors, Inc. | 16 | 16 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q4 2015 | 16 |
GOLDMAN SACHS GROUP INC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2015 | 15 |
TCI Wealth Advisors, Inc. | 14 | 14 | 0.01% | 0.01% | 0.03% | Q4 2012 | Q1 2016 | 14 |
Private Ocean, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2017 | 14 |
PacWest Financial Management Inc | 12 | 2 | 0.17% | 0.35% | 0.74% | Q2 2013 | Q4 2016 | 14 |
East Coast Asset Management, LLC. | 13 | 13 | 0.29% | 0.93% | 1.87% | Q4 2012 | Q4 2015 | 13 |
Pinnacle Advisory Group, Inc. | 11 | 2 | 0.36% | 0.45% | 0.67% | Q2 2013 | Q3 2016 | 13 |
COMMERCE BANK | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q4 2015 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q4 2015 | 12 |
Windham Capital Management, LLC | 11 | 11 | 0.58% | 1.19% | 1.81% | Q2 2013 | Q4 2015 | 11 |
HM PAYSON & CO | 11 | 11 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q4 2015 | 11 |
FIDUCIARY TRUST CO | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 11 |
WELLS FARGO & COMPANY/MN | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Smithfield Trust Co | 11 | 11 | 2.49% | 2.78% | 2.98% | Q2 2013 | Q4 2015 | 11 |
Valmark Advisers, Inc. | 11 | 11 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2015 | 11 |
HL FINANCIAL SERVICES LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Invesco Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
FRONTIER INVESTMENT MGMT CO | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2019 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
IFC Holdings Incorporated/FL | 11 | 11 | 0.16% | 0.34% | 0.56% | Q2 2013 | Q4 2015 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.20% | 0.27% | 0.35% | Q2 2013 | Q4 2015 | 11 |
CHATHAM CAPITAL GROUP, INC. | 11 | 11 | 3.33% | 4.29% | 5.66% | Q2 2013 | Q4 2015 | 11 |
ROYAL BANK OF CANADA | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Windsor Capital Management, LLC | 11 | 11 | 0.16% | 0.20% | 0.27% | Q2 2013 | Q4 2015 | 11 |
CITIGROUP INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
BlackRock Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
MILLENNIUM MANAGEMENT LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
RAYMOND JAMES & ASSOCIATES | 11 | 11 | 0.10% | 0.11% | 0.14% | Q2 2013 | Q4 2015 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 11 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2015 | 11 |
Modera Wealth Management, LLC | 11 | 11 | 0.18% | 0.26% | 0.41% | Q2 2013 | Q4 2015 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 11 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q4 2015 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q4 2015 | 11 |
DUNCKER STREETT & CO INC | 11 | 11 | 0.06% | 0.15% | 0.26% | Q2 2013 | Q4 2015 | 11 |
STALEY CAPITAL ADVISERS INC | 11 | 11 | 1.06% | 1.31% | 1.61% | Q2 2013 | Q4 2015 | 11 |
MANNING & NAPIER ADVISORS LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
PETTYJOHN, WOOD & WHITE, INC | 11 | 11 | 0.10% | 0.17% | 0.29% | Q2 2013 | Q4 2015 | 11 |
3D ASSET MANAGEMENT, INC | 11 | 11 | 1.55% | 2.31% | 2.77% | Q2 2013 | Q4 2015 | 11 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 11 | 11 | 0.06% | 0.68% | 1.84% | Q2 2013 | Q4 2015 | 11 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 11 | 0.09% | 0.12% | 0.18% | Q2 2013 | Q4 2015 | 11 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 11 | 11 | 0.13% | 0.19% | 0.27% | Q2 2013 | Q4 2015 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.36% | 0.42% | 0.51% | Q2 2013 | Q4 2015 | 11 |
LPL Financial LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Brinker Capital Investments, LLC | 11 | 11 | 0.09% | 0.62% | 0.77% | Q2 2013 | Q4 2015 | 11 |
LAZARD ASSET MANAGEMENT LLC | 11 | 11 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q4 2015 | 11 |
Creative Planning | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 | 11 | 0.18% | 0.33% | 0.45% | Q2 2013 | Q4 2015 | 11 |
HighTower Advisors, LLC | 11 | 11 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q4 2015 | 11 |
OARSMAN CAPITAL, INC. | 11 | 11 | 0.42% | 0.58% | 0.76% | Q2 2013 | Q4 2015 | 11 |
AT Bancorp | 11 | 11 | 0.16% | 0.37% | 0.70% | Q2 2013 | Q4 2015 | 11 |
JAMES INVESTMENT RESEARCH INC | 11 | 11 | 0.14% | 0.20% | 0.32% | Q2 2013 | Q4 2015 | 11 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 11 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q4 2015 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2015 | 11 |
Gradient Investments LLC | 11 | 11 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q4 2015 | 11 |
Gateway Advisory, LLC | 11 | 11 | 10.86% | 12.08% | 15.18% | Q2 2013 | Q4 2015 | 11 |
MORGAN STANLEY | 11 | 11 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Transamerica Financial Advisors, Inc. | 11 | 11 | 0.51% | 0.67% | 1.08% | Q2 2013 | Q4 2015 | 11 |
MSI Financial Services Inc | 11 | 11 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q4 2015 | 11 |
NOTTINGHAM ADVISORS, INC. | 11 | 11 | 0.14% | 0.33% | 0.48% | Q2 2013 | Q4 2015 | 11 |
Bartlett & Co. LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Gerstein Fisher | 11 | 11 | 0.13% | 0.54% | 1.00% | Q2 2013 | Q4 2015 | 11 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 11 | 11 | 0.89% | 1.69% | 2.32% | Q2 2013 | Q4 2015 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q4 2015 | 11 |
Bank of New York Mellon Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
BANK OF MONTREAL /CAN/ | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 11 | 0.17% | 0.39% | 0.48% | Q2 2013 | Q4 2015 | 11 |
CULLEN/FROST BANKERS, INC. | 11 | 11 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q4 2015 | 11 |
JPMORGAN CHASE & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
NATIONAL PLANNING CORP | 11 | 11 | 0.08% | 0.22% | 0.38% | Q2 2013 | Q4 2015 | 11 |
Karpus Management, Inc. | 11 | 11 | 0.62% | 1.06% | 1.97% | Q2 2013 | Q4 2015 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2015 | 11 |
BANK OF AMERICA CORP /DE/ | 11 | 11 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2015 | 11 |
NATIXIS ADVISORS, L.P. | 11 | 11 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 11 |
Trutina Financial LLC | 11 | 11 | 0.54% | 0.62% | 0.79% | Q2 2013 | Q4 2015 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.02% | 0.15% | 0.33% | Q2 2013 | Q4 2015 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Crestwood Advisors Group, LLC | 11 | 11 | 1.48% | 1.83% | 2.16% | Q2 2013 | Q4 2015 | 11 |
SYNOVUS FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
FIRST TRUST ADVISORS LP | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
BBVA USA Bancshares, Inc. | 11 | 11 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q4 2015 | 11 |
SII INVESTMENTS INC/WI | 9 | 1 | 0.05% | 0.55% | 0.92% | Q2 2013 | Q4 2015 | 10 |
BARCLAYS PLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
ClearBridge Investments | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
MONROE BANK & TRUST/MI | 5 | 5 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q4 2015 | 10 |
PINNACLE ASSOCIATES LTD | 10 | 10 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q4 2015 | 10 |
NAPLES GLOBAL ADVISORS, LLC | 10 | 10 | 0.47% | 0.61% | 0.75% | Q4 2013 | Q1 2016 | 10 |
CEDAR HILL ASSOCIATES, LLC | 8 | 2 | 1.82% | 2.28% | 3.35% | Q2 2013 | Q4 2015 | 10 |
Veritable, L.P. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q1 2015 | 10 |
ASSETMARK, INC | 10 | 10 | 0.34% | 0.40% | 0.51% | Q3 2013 | Q4 2015 | 10 |
Janney Montgomery Scott LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2015 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 2 | 0.02% | 0.14% | 0.27% | Q2 2013 | Q4 2015 | 10 |
BAILARD, INC. | 10 | 10 | 1.97% | 3.20% | 5.41% | Q2 2013 | Q3 2015 | 10 |
Regal Investment Advisors LLC | 8 | 2 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q4 2015 | 10 |
Alaska Permanent Capital Management | 10 | 10 | 0.30% | 1.31% | 4.08% | Q3 2013 | Q4 2015 | 10 |
PALLADIUM PARTNERS LLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 10 |
Live Your Vision, LLC | 10 | 10 | 0.60% | 1.54% | 2.21% | Q3 2013 | Q4 2015 | 10 |
LBA Wealth Management, LLC | 9 | 9 | 3.11% | 3.29% | 3.52% | Q4 2013 | Q4 2015 | 9 |
QUANTUM CAPITAL MANAGEMENT | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q3 2015 | 9 |
Private Advisor Group, LLC | 9 | 9 | 0.02% | 0.04% | 0.09% | Q4 2013 | Q4 2015 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.01% | 0.09% | 0.16% | Q4 2013 | Q4 2015 | 9 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9 | 9 | 1.10% | 1.32% | 1.54% | Q4 2013 | Q4 2015 | 9 |
ALESCO ADVISORS LLC | 9 | 9 | 0.03% | 0.07% | 0.12% | Q4 2013 | Q4 2015 | 9 |
Cetera Advisor Networks LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2015 | 9 |
DENVER INVESTMENT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Atria Investments, Inc | 9 | 9 | 0.08% | 0.14% | 0.19% | Q4 2013 | Q4 2015 | 9 |
RAYMOND JAMES TRUST N.A. | 7 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 9 |
Wellington Shields Capital Management, LLC | 9 | 9 | 0.06% | 0.06% | 0.07% | Q1 2016 | Q1 2018 | 9 |
Capital Advisors, Ltd. LLC | 9 | 9 | 0.29% | 0.37% | 0.48% | Q4 2013 | Q4 2015 | 9 |
CAPITAL ONE, NATIONAL ASSOCIATION | 9 | 9 | 0.03% | 0.09% | 0.15% | Q4 2013 | Q4 2015 | 9 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 9 | 9 | 0.92% | 1.19% | 1.40% | Q4 2013 | Q4 2015 | 9 |
Madden Advisory Services, Inc. | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 9 |
Evercore Wealth Management, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 9 |
Aviance Capital Partners, LLC | 9 | 9 | 0.09% | 0.14% | 0.16% | Q1 2014 | Q1 2016 | 9 |
BB&T SECURITIES, LLC | 7 | 2 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q4 2015 | 9 |
Laidlaw Group, LLC | 9 | 9 | 0.65% | 1.20% | 1.76% | Q2 2013 | Q2 2015 | 9 |
WFG Advisors, LP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 9 |
WHITTIER TRUST CO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 9 |
Tradewinds Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
FMR LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 9 | 0.24% | 1.18% | 2.10% | Q4 2013 | Q4 2015 | 9 |
Ironwood Wealth Management, LLC. | 8 | 1 | 0.49% | 1.23% | 2.10% | Q3 2017 | Q1 2020 | 9 |
Parkside Advisors LLC | 9 | 9 | 3.36% | 3.47% | 3.58% | Q4 2013 | Q4 2015 | 9 |
BRIGHTON JONES LLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q4 2013 | Q4 2015 | 9 |
Carroll Financial Associates, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.08% | 0.11% | 0.19% | Q2 2013 | Q1 2015 | 8 |
STIFEL FINANCIAL CORP | 8 | 8 | 0.04% | 0.04% | 0.06% | Q1 2014 | Q4 2015 | 8 |
Country Club Trust Company, n.a. | 8 | 8 | 0.07% | 0.15% | 0.26% | Q1 2014 | Q4 2015 | 8 |
Curbstone Financial Management Corp | 8 | 8 | 0.16% | 0.54% | 0.98% | Q1 2014 | Q4 2015 | 8 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.01% | 0.11% | 0.15% | Q2 2013 | Q1 2015 | 8 |
Exchange Capital Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Legacy Private Trust Co. | 8 | 8 | 0.14% | 0.23% | 0.29% | Q1 2014 | Q4 2015 | 8 |
Independent Portfolio Consultants, Inc. | 8 | 8 | 0.35% | 0.45% | 0.66% | Q1 2014 | Q4 2015 | 8 |
Syntal Capital Partners, LLC | 8 | 8 | 0.26% | 0.46% | 0.76% | Q1 2014 | Q4 2015 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q1 2015 | 8 |
GREAT LAKES ADVISORS, LLC | 8 | 8 | 0.05% | 0.09% | 0.12% | Q1 2014 | Q4 2015 | 8 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.05% | 0.09% | 0.18% | Q1 2014 | Q4 2015 | 8 |
Archford Capital Strategies, LLC | 8 | 8 | 0.09% | 0.19% | 0.34% | Q1 2014 | Q4 2015 | 8 |
MOTCO | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 7 | 0.05% | 0.14% | 0.19% | Q2 2014 | Q4 2015 | 7 |
Ironsides Asset Advisors, LLC | 7 | 7 | 0.85% | 0.89% | 0.92% | Q2 2014 | Q4 2015 | 7 |
ALLIANCEBERNSTEIN L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
RELIANCE TRUST CO OF DELAWARE | 7 | 7 | 0.43% | 1.18% | 1.83% | Q2 2013 | Q4 2014 | 7 |
Estate Counselors, LLC | 7 | 7 | 0.24% | 0.30% | 0.45% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Allen Investment Management, LLC | 7 | 7 | 0.39% | 0.45% | 0.53% | Q2 2014 | Q4 2015 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.12% | 0.19% | 0.35% | Q2 2014 | Q4 2015 | 7 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 2 | 0.35% | 0.41% | 0.49% | Q4 2014 | Q4 2016 | 7 |
Advisors Preferred, LLC | 6 | 1 | 0.21% | 0.83% | 1.63% | Q4 2013 | Q4 2015 | 7 |
GRIMES & COMPANY, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 7 |
COUNTRY TRUST BANK | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q4 2015 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2015 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
BANK OF THE WEST | 5 | 2 | 0.04% | 0.14% | 0.26% | Q4 2013 | Q4 2015 | 7 |
Raymond James Financial Services Advisors, Inc. | 4 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2015 | 7 |
BOSTON ADVISORS LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2015 | 7 |
IFP Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2014 | Q4 2015 | 7 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2015 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
Polaris Wealth Advisory Group, LLC | 6 | 6 | 0.53% | 0.95% | 2.01% | Q3 2014 | Q4 2015 | 6 |
BLB&B Advisors, LLC | 6 | 6 | 0.05% | 0.08% | 0.09% | Q2 2014 | Q3 2015 | 6 |
SAGE FINANCIAL GROUP INC | 5 | 1 | 0.19% | 0.37% | 0.65% | Q4 2013 | Q3 2015 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
BSW Wealth Partners | 6 | 6 | 0.30% | 1.41% | 1.93% | Q3 2014 | Q4 2015 | 6 |
Vantage Investment Advisors, LLC | 4 | 2 | 0.00% | 0.82% | 1.73% | Q4 2013 | Q3 2018 | 6 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2015 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 0.71% | 0.84% | 1.02% | Q2 2013 | Q3 2014 | 6 |
Chevy Chase Trust Holdings, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q4 2015 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
UBS AG | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
NewSquare Capital LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 5 |
Bernicke Wealth Management, Ltd. | 5 | 5 | 0.20% | 0.21% | 0.24% | Q4 2014 | Q4 2015 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.41% | 0.45% | 0.47% | Q2 2013 | Q2 2014 | 5 |
CITY NATIONAL BANK | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 5 |
MUFG Americas Holdings Corp | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q1 2015 | 5 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.15% | 0.25% | Q4 2014 | Q4 2015 | 5 |
CapWealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Strategic Financial Services, Inc, | 5 | 5 | 0.06% | 0.10% | 0.12% | Q2 2016 | Q2 2017 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.03% | 0.08% | 0.11% | Q4 2014 | Q4 2015 | 5 |
CIBC Private Wealth Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.08% | 0.11% | 0.19% | Q4 2014 | Q4 2015 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Winfield Associates, Inc. | 5 | 5 | 0.25% | 0.26% | 0.27% | Q2 2014 | Q2 2015 | 5 |
Accuvest Global Advisors | 5 | 5 | 0.15% | 0.47% | 0.62% | Q4 2014 | Q4 2015 | 5 |
UBS Group AG | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q4 2015 | 5 |
LVW Advisors, LLC | 5 | 5 | 0.10% | 0.34% | 0.52% | Q4 2014 | Q4 2015 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.84% | 0.95% | 1.14% | Q4 2014 | Q4 2015 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
BlackRock Institutional Trust Company, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.59% | 0.71% | 0.94% | Q4 2014 | Q4 2015 | 5 |
Leisure Capital Management | 5 | 5 | 3.19% | 3.61% | 3.92% | Q4 2014 | Q4 2015 | 5 |
ASPIRIANT, LLC | 4 | 1 | 0.03% | 0.31% | 0.65% | Q3 2013 | Q4 2014 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q1 2015 | 5 |
Glassman Wealth Services | 5 | 5 | 0.16% | 0.19% | 0.25% | Q4 2014 | Q4 2015 | 5 |
Confluence Wealth Management LLC | 3 | 2 | 0.12% | 0.14% | 0.18% | Q1 2014 | Q4 2015 | 5 |
KWMG, LLC | 5 | 5 | 0.50% | 0.60% | 0.74% | Q4 2014 | Q4 2015 | 5 |
WASHINGTON TRUST BANK | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Strategic Capital Group LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 4 |
CITY HOLDING CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
ALTFEST L J & CO INC | 3 | 1 | 0.08% | 0.27% | 0.79% | Q4 2016 | Q4 2017 | 4 |
FINANCIAL CONSULATE, INC | 4 | 4 | 4.70% | 5.53% | 6.65% | Q4 2014 | Q3 2015 | 4 |
ProVise Management Group, LLC | 2 | 2 | 0.04% | 0.21% | 0.53% | Q2 2014 | Q4 2015 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 3 | 1 | 0.22% | 1.33% | 3.24% | Q1 2014 | Q1 2015 | 4 |
ALPHA WINDWARD LLC | 3 | 1 | 0.01% | 0.09% | 0.16% | Q4 2014 | Q4 2015 | 4 |
AMG National Trust Bank | 4 | 4 | 0.04% | 0.16% | 0.25% | Q1 2015 | Q4 2015 | 4 |
COMERICA BANK | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 4 |
Sightline Wealth Advisors, LLC | 2 | 1 | 0.60% | 0.66% | 0.75% | Q1 2021 | Q3 2022 | 4 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2015 | 4 |
Financial Architects, Inc | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 4 |
VALLEY NATIONAL ADVISERS INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q1 2014 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.22% | 0.37% | 0.72% | Q1 2015 | Q4 2015 | 4 |
Integrated Wealth Management | 4 | 4 | 0.43% | 0.46% | 0.49% | Q1 2015 | Q4 2015 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Community Financial Services Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.32% | 0.44% | 0.56% | Q1 2015 | Q4 2015 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q1 2015 | Q4 2015 | 4 |
NORTHERN TRUST CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
NEXT Financial Group, Inc | 3 | 1 | 0.00% | 0.07% | 0.13% | Q3 2014 | Q4 2015 | 4 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Paracle Advisors, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q3 2014 | Q1 2015 | 3 |
Cordasco Financial Network | 3 | 3 | 0.78% | 0.96% | 1.17% | Q4 2013 | Q2 2014 | 3 |
Salient Capital Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Buckingham Capital Management, Inc. | 3 | 3 | 0.10% | 0.14% | 0.17% | Q2 2015 | Q4 2015 | 3 |
ARGENT TRUST COMPANY, N.A. | 3 | 3 | 0.14% | 0.18% | 0.20% | Q3 2014 | Q1 2015 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.02% | 0.34% | 0.83% | Q2 2013 | Q4 2013 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q4 2015 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 3 | 0.07% | 0.13% | 0.16% | Q2 2015 | Q4 2015 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Ironwood Financial, llc | 3 | 3 | 1.12% | 1.23% | 1.35% | Q1 2015 | Q3 2015 | 3 |
Kades & Cheifetz LLC | 3 | 3 | 4.99% | 5.08% | 5.13% | Q4 2022 | Q2 2023 | 3 |
Ameritas Investment Partners, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q4 2014 | Q2 2015 | 3 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.44% | 0.49% | 0.53% | Q2 2013 | Q4 2013 | 3 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.35% | 0.41% | 0.47% | Q2 2015 | Q3 2015 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.21% | 0.39% | Q3 2013 | Q1 2014 | 2 |
Raab & Moskowitz Asset Management LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2015 | Q4 2015 | 2 |
VALLEY NATIONAL BANCORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
WMS Partners, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Plancorp, LLC | 2 | 2 | 4.49% | 4.61% | 4.73% | Q1 2014 | Q2 2014 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2015 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q4 2015 | 2 |
Citadel Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Goelzer Investment Management, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q3 2015 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Shoker Investment Counsel, Inc. | 2 | 2 | 0.33% | 0.33% | 0.33% | Q4 2013 | Q1 2014 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Foothills Asset Management, Ltd. | 2 | 2 | 0.88% | 0.96% | 1.04% | Q3 2015 | Q4 2015 | 2 |
Spruce Investment Advisors LLC | 2 | 2 | 0.14% | 8.49% | 16.84% | Q4 2013 | Q1 2014 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 0.11% | 1.12% | 2.14% | Q3 2015 | Q4 2015 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2015 | 2 |
Lloyds Banking Group plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Eagle Ridge Investment Management | 2 | 2 | 0.89% | 0.92% | 0.96% | Q3 2015 | Q4 2015 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q3 2013 | Q4 2013 | 2 |
Portland Global Advisors LLC | 2 | 2 | 0.73% | 0.91% | 1.08% | Q2 2014 | Q3 2014 | 2 |
Bray Capital Advisors | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q3 2015 | 2 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.24% | 0.26% | 0.29% | Q3 2015 | Q4 2015 | 2 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 2 | 2 | 0.51% | 0.62% | 0.72% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2015 | Q4 2015 | 2 |
Argentus Capital Management, LLC | 1 | 1 | 0.06% | 0.14% | 0.22% | Q2 2013 | Q3 2015 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q4 2015 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2015 | Q3 2015 | 2 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Altavista Wealth Management, Inc. | 2 | 2 | 0.32% | 0.34% | 0.35% | Q2 2015 | Q3 2015 | 2 |
ACG Wealth | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
PEOPLES BANK /OH | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2015 | Q4 2015 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 5.80% | 5.80% | 5.80% | Q4 2017 | Q4 2017 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2013 | Q1 2013 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Alliance Wealth Management Group | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2015 | Q4 2015 | 1 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 1 | 1 | 11.55% | 11.55% | 11.55% | Q4 2015 | Q4 2015 | 1 |
BFSG, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2017 | Q1 2017 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2014 | Q3 2014 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Mariner, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Chesley Taft & Associates LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2015 | Q4 2015 | 1 |
Whitnell & Co. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2013 | Q4 2013 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FinTrust Investment Advisory Services, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Gratus Capital, LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q3 2015 | Q3 2015 | 1 |
Glenview Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Lombard Odier Transatlantic Ltd | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2015 | Q4 2015 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Grove Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2013 | Q2 2013 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
1492 Capital Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2016 | Q1 2016 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2015 | Q1 2015 | 1 |
Allworth Financial LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2015 | Q4 2015 | 1 |
External links
This page lists all the filers that currently own SPDR SERIES TRUST or have owned SPDR SERIES TRUST in the past.