Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
First Horizon Advisors, Inc. | 33 | 33 | 0.00% | 0.00% | 0.03% | Q1 2012 | Q1 2020 | 33 |
COMMERCE BANK | 29 | 29 | 0.00% | 0.13% | 0.22% | Q1 2013 | Q1 2020 | 29 |
FIFTH THIRD BANCORP | 28 | 28 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q1 2020 | 28 |
FIDUCIARY TRUST CO | 28 | 28 | 0.01% | 1.04% | 2.95% | Q2 2013 | Q1 2020 | 28 |
LPL Financial LLC | 28 | 28 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2020 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Cambridge Investment Research Advisors, Inc. | 28 | 28 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2020 | 28 |
BALDWIN BROTHERS LLC/MA | 28 | 28 | 0.02% | 0.25% | 0.96% | Q2 2013 | Q1 2020 | 28 |
SEGALL BRYANT & HAMILL, LLC | 28 | 28 | 0.01% | 0.16% | 0.37% | Q1 2013 | Q4 2019 | 28 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
CENTRAL TRUST Co | 28 | 28 | 0.02% | 0.84% | 2.56% | Q2 2013 | Q1 2020 | 28 |
DAVENPORT & Co LLC | 28 | 28 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q1 2020 | 28 |
US BANCORP \DE\ | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
BOKF, NA | 28 | 28 | 0.01% | 0.47% | 1.15% | Q2 2013 | Q1 2020 | 28 |
GUGGENHEIM CAPITAL LLC | 28 | 28 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2020 | 28 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
Paragon Capital Management LLC | 28 | 28 | 0.12% | 1.93% | 3.30% | Q2 2013 | Q1 2020 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Linscomb & Williams, Inc. | 28 | 28 | 0.02% | 0.52% | 1.60% | Q2 2013 | Q1 2020 | 28 |
Mariner, LLC | 28 | 28 | 0.03% | 0.85% | 1.62% | Q2 2013 | Q1 2020 | 28 |
ROCKY MOUNTAIN ADVISERS, LLC | 28 | 28 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2020 | 28 |
ENTERPRISE FINANCIAL SERVICES CORP | 28 | 28 | 0.00% | 0.55% | 1.67% | Q2 2013 | Q1 2020 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
PENINSULA ASSET MANAGEMENT INC | 27 | 27 | 0.36% | 1.15% | 2.14% | Q2 2013 | Q4 2019 | 27 |
FINANCIAL COUNSELORS INC | 14 | 13 | 0.00% | 0.09% | 0.26% | Q2 2013 | Q1 2020 | 27 |
CITIGROUP INC | 20 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 27 |
Invesco Ltd. | 22 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 27 |
Creative Planning | 26 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 27 |
MITCHELL SINKLER & STARR/PA | 27 | 27 | 0.24% | 1.73% | 3.59% | Q2 2013 | Q4 2019 | 27 |
Whitnell & Co. | 27 | 27 | 1.06% | 3.03% | 5.80% | Q2 2013 | Q4 2019 | 27 |
LVM CAPITAL MANAGEMENT LTD/MI | 27 | 27 | 0.20% | 2.71% | 4.69% | Q2 2013 | Q4 2019 | 27 |
DELTA ASSET MANAGEMENT LLC/TN | 26 | 26 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2020 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2019 | 26 |
Fiduciary Trust Co International of Pennsylvania | 26 | 26 | 0.01% | 0.27% | 0.73% | Q2 2013 | Q3 2019 | 26 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 26 | 26 | 0.19% | 0.57% | 0.88% | Q2 2013 | Q3 2019 | 26 |
OPPENHEIMER & CO INC | 26 | 26 | 0.04% | 0.13% | 0.23% | Q2 2013 | Q3 2019 | 26 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.02% | 0.88% | 2.74% | Q2 2013 | Q2 2019 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 25 |
SIT INVESTMENT ASSOCIATES INC | 24 | 1 | 0.00% | 0.31% | 0.62% | Q2 2014 | Q3 2020 | 25 |
Advisors Asset Management, Inc. | 24 | 24 | 0.01% | 0.08% | 0.18% | Q2 2014 | Q1 2020 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 10 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2020 | 24 |
STEPHENS INC /AR/ | 24 | 24 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2019 | 24 |
AMERICAN FINANCIAL GROUP INC | 24 | 24 | 0.25% | 0.97% | 2.51% | Q2 2014 | Q1 2020 | 24 |
STIFEL FINANCIAL CORP | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2020 | 24 |
WHITTIER TRUST CO | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2020 | 24 |
MYCIO WEALTH PARTNERS, LLC | 14 | 10 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2019 | 24 |
Plante Moran Financial Advisors, LLC | 23 | 23 | 0.00% | 0.06% | 0.43% | Q3 2014 | Q1 2020 | 23 |
CIBC Private Wealth Group, LLC | 23 | 23 | 0.00% | 0.04% | 0.17% | Q2 2014 | Q4 2019 | 23 |
Uniplan Investment Counsel, Inc. | 23 | 23 | 0.12% | 0.96% | 2.07% | Q2 2015 | Q4 2020 | 23 |
Raymond James Financial Services Advisors, Inc. | 20 | 3 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2020 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2019 | 23 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 23 | 23 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q4 2018 | 23 |
BANK OF MONTREAL /CAN/ | 20 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2020 | 23 |
CEDAR HILL ASSOCIATES, LLC | 23 | 23 | 0.66% | 2.63% | 4.65% | Q2 2013 | Q4 2018 | 23 |
Cetera Advisor Networks LLC | 15 | 7 | 0.00% | 0.05% | 0.11% | Q2 2014 | Q1 2020 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2020 | 22 |
Roble, Belko & Company, Inc | 21 | 21 | 0.00% | 2.76% | 4.82% | Q1 2015 | Q1 2020 | 21 |
BESSEMER GROUP INC | 11 | 10 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q1 2020 | 21 |
Trust Co | 21 | 21 | 0.00% | 0.03% | 0.05% | Q1 2015 | Q1 2020 | 21 |
Cutter & CO Brokerage, Inc. | 12 | 9 | 0.13% | 0.50% | 0.80% | Q2 2013 | Q3 2018 | 21 |
COHEN & STEERS, INC. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2019 | 20 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2020 | 20 |
HighTower Advisors, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q4 2019 | 20 |
Janney Montgomery Scott LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2020 | 20 |
Sterneck Capital Management, LLC | 20 | 20 | 0.31% | 0.45% | 0.62% | Q2 2013 | Q1 2018 | 20 |
Pointe Capital Management LLC | 12 | 7 | 0.16% | 0.29% | 0.51% | Q1 2015 | Q4 2019 | 19 |
A. D. Beadell Investment Counsel, Inc. | 19 | 19 | 0.04% | 0.50% | 1.83% | Q3 2015 | Q1 2020 | 19 |
DUBUQUE BANK & TRUST CO | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2019 | 19 |
Parkside Financial Bank & Trust | 18 | 18 | 0.71% | 1.91% | 3.26% | Q3 2015 | Q4 2019 | 18 |
AMERIPRISE FINANCIAL INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 18 |
First PREMIER Bank | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
BlackRock Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 18 |
Chicago Partners Investment Group LLC | 16 | 2 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q1 2020 | 18 |
FAS Wealth Partners, Inc. | 17 | 17 | 0.07% | 0.17% | 0.29% | Q4 2013 | Q4 2017 | 17 |
UMB Bank, n.a. | 17 | 17 | 0.01% | 0.26% | 0.61% | Q4 2015 | Q4 2019 | 17 |
Jacobus Wealth Management, Inc. | 14 | 3 | 0.05% | 0.66% | 1.41% | Q2 2013 | Q3 2017 | 17 |
SII INVESTMENTS INC/WI | 10 | 1 | 0.02% | 0.11% | 0.24% | Q2 2013 | Q4 2017 | 17 |
First Allied Advisory Services, Inc. | 17 | 17 | 0.01% | 0.20% | 0.56% | Q2 2013 | Q2 2017 | 17 |
Kavar Capital Partners, LLC | 12 | 2 | 0.01% | 0.16% | 0.29% | Q4 2013 | Q4 2019 | 17 |
FIRST FOUNDATION ADVISORS | 16 | 1 | 0.02% | 0.12% | 0.38% | Q3 2014 | Q1 2020 | 17 |
Winslow, Evans & Crocker, Inc. | 17 | 17 | 0.01% | 0.04% | 0.11% | Q4 2013 | Q4 2017 | 17 |
REILLY FINANCIAL ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 17 |
Coe Capital Management, LLC | 12 | 4 | 0.14% | 0.47% | 0.95% | Q3 2014 | Q3 2018 | 16 |
DEAN INVESTMENT ASSOCIATES, LLC | 16 | 16 | 0.82% | 1.16% | 1.87% | Q2 2014 | Q1 2018 | 16 |
Hartford Financial Management Inc. | 16 | 16 | 0.01% | 0.08% | 0.12% | Q2 2016 | Q1 2020 | 16 |
Allen Investment Management, LLC | 16 | 16 | 0.01% | 0.13% | 0.33% | Q2 2016 | Q1 2020 | 16 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Jacobi Capital Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 16 |
Boulegeris Investments, Inc. | 16 | 16 | 1.87% | 2.79% | 4.69% | Q3 2014 | Q2 2018 | 16 |
PRIVATE TRUST CO NA | 8 | 1 | 0.03% | 0.05% | 0.06% | Q1 2013 | Q3 2019 | 16 |
MUFG Americas Holdings Corp | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2014 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Sandy Spring Bank | 9 | 3 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2020 | 15 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 11 | 4 | 0.09% | 0.17% | 0.64% | Q2 2013 | Q1 2017 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q1 2020 | 15 |
NATIXIS ADVISORS, L.P. | 12 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2017 | 15 |
INGALLS & SNYDER LLC | 15 | 15 | 0.02% | 0.07% | 0.12% | Q2 2016 | Q4 2019 | 15 |
Geneva Advisors, LLC | 15 | 15 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q2 2017 | 15 |
Thomas J. Herzfeld Advisors, Inc. | 9 | 6 | 0.02% | 0.67% | 1.52% | Q2 2014 | Q1 2019 | 15 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q1 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
HL FINANCIAL SERVICES LLC | 15 | 15 | 0.02% | 0.16% | 0.30% | Q2 2013 | Q4 2016 | 15 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
WFG Advisors, LP | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 14 |
ArchPoint Investors | 8 | 6 | 0.04% | 0.26% | 0.52% | Q4 2015 | Q1 2020 | 14 |
CIBC BANK USA | 11 | 1 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q3 2017 | 14 |
CROFT-LEOMINSTER INC | 14 | 14 | 0.05% | 0.09% | 0.14% | Q2 2014 | Q3 2017 | 14 |
Concert Wealth Management Inc. | 7 | 7 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 14 |
JOHN G ULLMAN & ASSOCIATES INC | 8 | 6 | 0.04% | 0.27% | 0.81% | Q2 2013 | Q2 2019 | 14 |
Johnson Financial Group, Inc. | 9 | 4 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2018 | 13 |
Parkside Investments, LLC | 13 | 13 | 0.41% | 2.92% | 4.64% | Q1 2017 | Q1 2020 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 13 |
Rikoon Group, LLC | 13 | 13 | 0.11% | 0.25% | 0.53% | Q3 2016 | Q3 2019 | 13 |
Copeland Capital Management, LLC | 8 | 5 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 13 |
Patriot Financial Group Insurance Agency, LLC | 7 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 13 |
FORVIS Wealth Advisors, LLC | 8 | 5 | 0.08% | 0.17% | 0.28% | Q3 2016 | Q4 2019 | 13 |
AT Bancorp | 13 | 13 | 0.04% | 0.04% | 0.06% | Q1 2016 | Q1 2019 | 13 |
INVESTMENT HOUSE LLC | 11 | 2 | 0.03% | 0.06% | 0.10% | Q1 2016 | Q3 2019 | 13 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2017 | 13 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.06% | 0.15% | 0.30% | Q4 2016 | Q4 2019 | 13 |
IMA Wealth, Inc. | 12 | 1 | 0.13% | 0.34% | 0.46% | Q2 2013 | Q3 2016 | 13 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
Private Advisor Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 12 |
Garner Asset Management Corp | 12 | 12 | 0.04% | 0.64% | 1.17% | Q2 2017 | Q1 2020 | 12 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2018 | 12 |
HHG & Company, LLC | 12 | 12 | 1.70% | 3.07% | 5.29% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Hillview Capital Advisors, LLC | 12 | 12 | 2.05% | 18.48% | 38.52% | Q4 2014 | Q3 2017 | 12 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 12 | 12 | 0.05% | 0.47% | 2.29% | Q2 2017 | Q1 2020 | 12 |
Edge Wealth Management LLC | 11 | 1 | 0.00% | 0.10% | 0.22% | Q3 2016 | Q2 2020 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 4 | 0.00% | 0.05% | 0.12% | Q4 2016 | Q1 2020 | 12 |
BTR CAPITAL MANAGEMENT INC | 11 | 1 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q1 2017 | 12 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 12 |
People's United Financial, Inc. | 12 | 12 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 12 |
WESPAC Advisors, LLC | 9 | 3 | 0.13% | 0.29% | 0.39% | Q2 2013 | Q4 2017 | 12 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.37% | 0.79% | 1.07% | Q2 2017 | Q4 2019 | 11 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.13% | 0.32% | 0.55% | Q2 2014 | Q4 2019 | 11 |
ROPES WEALTH ADVISORS LLC | 11 | 11 | 0.01% | 0.02% | 0.09% | Q1 2015 | Q3 2017 | 11 |
Argent Trust Co | 11 | 11 | 0.08% | 0.12% | 0.21% | Q2 2015 | Q4 2017 | 11 |
Horizon Kinetics | 11 | 11 | 0.04% | 0.11% | 0.17% | Q2 2016 | Q4 2018 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.02% | 0.09% | 0.43% | Q2 2013 | Q4 2015 | 11 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2020 | 11 |
Steward Partners Investment Advisory, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 10 |
Prime Capital Investment Advisors, LLC | 10 | 10 | 0.00% | 0.29% | 0.54% | Q4 2017 | Q1 2020 | 10 |
SYNOVUS FINANCIAL CORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 10 |
FCM INVESTMENTS/TX | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Financial Architects, Inc | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 10 | 10 | 0.07% | 1.14% | 1.57% | Q4 2017 | Q1 2020 | 10 |
Global Retirement Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Quadrant Private Wealth Management, LLC | 10 | 10 | 0.16% | 1.76% | 2.73% | Q4 2017 | Q1 2020 | 10 |
Archford Capital Strategies, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 10 |
BROWN ADVISORY INC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2016 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Crewe Advisors LLC | 10 | 10 | 0.01% | 0.81% | 1.64% | Q4 2017 | Q1 2020 | 10 |
RMB Capital Management, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 10 |
Private Vista, LLC | 5 | 5 | 0.08% | 0.17% | 0.31% | Q3 2016 | Q1 2019 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 10 |
REGIONS FINANCIAL CORP | 6 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 10 |
Osborn Williams & Donohoe LLC | 6 | 4 | 0.02% | 0.06% | 0.10% | Q2 2014 | Q4 2019 | 10 |
GLENMEDE TRUST CO NA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
MOGY JOEL R INVESTMENT COUNSEL INC | 10 | 10 | 0.78% | 1.05% | 1.20% | Q2 2013 | Q3 2015 | 10 |
Coastal Bridge Advisors, LLC | 10 | 10 | 0.06% | 0.44% | 0.63% | Q4 2017 | Q1 2020 | 10 |
TRUIST FINANCIAL CORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 10 |
Baillie Gifford | 9 | 9 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Bell Rock Capital LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2018 | 9 |
DUNCKER STREETT & CO INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 9 |
180 WEALTH ADVISORS, LLC | 7 | 2 | 0.14% | 0.37% | 0.63% | Q4 2017 | Q1 2020 | 9 |
NewSquare Capital LLC | 9 | 9 | 0.30% | 0.33% | 0.36% | Q2 2013 | Q2 2015 | 9 |
MOODY LYNN & LIEBERSON, LLC | 9 | 9 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q2 2015 | 9 |
Highmount Capital, LLC | 9 | 9 | 2.40% | 3.69% | 6.05% | Q2 2013 | Q2 2015 | 9 |
Verity & Verity, LLC | 9 | 9 | 0.27% | 0.53% | 0.71% | Q2 2013 | Q2 2015 | 9 |
SeaCrest Wealth Management, LLC | 8 | 1 | 0.01% | 0.11% | 0.16% | Q4 2017 | Q1 2020 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 9 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 9 |
M&T BANK CORP | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2017 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.16% | 0.25% | 0.47% | Q2 2013 | Q3 2015 | 9 |
B & T Capital Management DBA Alpha Capital Management | 5 | 4 | 0.28% | 0.37% | 0.49% | Q4 2015 | Q1 2018 | 9 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 9 | 0.08% | 0.14% | 0.18% | Q2 2013 | Q2 2015 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
THOMASPARTNERS, INC. | 9 | 9 | 0.08% | 0.36% | 0.80% | Q2 2013 | Q2 2015 | 9 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 8 |
Chevy Chase Trust Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 1.26% | 1.42% | 1.60% | Q2 2013 | Q1 2015 | 8 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 3 | 0.00% | 0.06% | 0.13% | Q4 2014 | Q3 2018 | 8 |
HOWE & RUSLING INC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
NATIONAL PLANNING CORP | 8 | 8 | 0.02% | 0.10% | 0.15% | Q2 2013 | Q1 2015 | 8 |
FIRST NATIONAL BANK SIOUX FALLS | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Sharkey, Howes & Javer | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 8 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 8 |
Wealth Advisors of Tampa Bay, LLC | 8 | 8 | 2.13% | 2.43% | 2.73% | Q4 2017 | Q3 2019 | 8 |
Caprock Group, LLC | 7 | 1 | 0.07% | 1.00% | 5.11% | Q4 2014 | Q1 2017 | 8 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 8 | 8 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q1 2015 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q1 2015 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q2 2019 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Legacy Financial Strategies, LLC | 8 | 8 | 0.18% | 0.28% | 0.36% | Q4 2017 | Q3 2019 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q4 2019 | 8 |
Mariner Wealth Advisors-Cincinnati, LLC | 7 | 7 | 0.75% | 1.09% | 1.53% | Q4 2015 | Q2 2017 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.01% | 0.08% | 0.23% | Q3 2018 | Q1 2020 | 7 |
Coyle Financial Counsel LLC | 7 | 7 | 2.78% | 3.64% | 4.27% | Q4 2013 | Q2 2015 | 7 |
GOFEN & GLOSSBERG LLC /IL/ | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2015 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q4 2014 | 7 |
Old Port Advisors | 6 | 1 | 0.19% | 1.15% | 1.52% | Q2 2018 | Q1 2020 | 7 |
DT Investment Partners, LLC | 7 | 7 | 0.36% | 0.40% | 0.44% | Q4 2013 | Q2 2015 | 7 |
Bank of New York Mellon Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2016 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
FMR LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Private Capital Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
Good Harbor Financial, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
ELEFANTE MICHAEL B | 5 | 2 | 0.01% | 0.11% | 0.16% | Q4 2012 | Q3 2014 | 7 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 7 |
Capital Advisory Group Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Perigon Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.07% | Q3 2014 | Q1 2018 | 7 |
FCA CORP /TX | 7 | 7 | 0.13% | 0.84% | 1.83% | Q2 2013 | Q4 2014 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Kore Private Wealth LLC | 6 | 6 | 0.05% | 0.25% | 0.35% | Q4 2018 | Q1 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Cordasco Financial Network | 6 | 6 | 0.00% | 0.33% | 0.79% | Q3 2014 | Q4 2015 | 6 |
MML INVESTORS SERVICES, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 6 |
BARCLAYS PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
GW&K Investment Management, LLC | 5 | 1 | 0.22% | 0.39% | 0.52% | Q2 2013 | Q2 2015 | 6 |
STANSBERRY ASSET MANAGEMENT, LLC | 6 | 6 | 0.08% | 0.14% | 0.22% | Q4 2017 | Q1 2019 | 6 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
WMS Partners, LLC | 6 | 6 | 0.11% | 0.19% | 0.26% | Q2 2014 | Q3 2015 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Partnervest Advisory Services LLC | 6 | 6 | 0.02% | 0.12% | 0.15% | Q4 2018 | Q1 2020 | 6 |
Global Wealth Management Investment Advisory, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
BARD ASSOCIATES INC | 6 | 6 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Independence Trust CO | 6 | 6 | 1.65% | 4.99% | 6.42% | Q2 2014 | Q3 2015 | 6 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.16% | 0.25% | 0.33% | Q1 2014 | Q2 2015 | 6 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.08% | 0.11% | Q1 2014 | Q2 2015 | 6 |
Advisory Services Network, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 6 |
CITY NATIONAL BANK | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 5 |
BLB&B Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q3 2018 | 5 |
Penbrook Management LLC | 5 | 5 | 0.06% | 0.33% | 0.44% | Q1 2019 | Q1 2020 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 0.01% | 0.16% | 0.43% | Q2 2015 | Q2 2016 | 5 |
GREAT LAKES ADVISORS, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q2 2015 | 5 |
Evercore Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 5 |
American Research & Management Co. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 5 |
CAPTRUST FINANCIAL ADVISORS | 4 | 1 | 0.00% | 0.07% | 0.11% | Q2 2013 | Q1 2015 | 5 |
Waldron Private Wealth LLC | 5 | 5 | 0.37% | 0.56% | 0.70% | Q4 2013 | Q4 2014 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
RKL Wealth Management LLC | 5 | 5 | 0.21% | 0.35% | 0.45% | Q1 2014 | Q1 2015 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q4 2014 | 5 |
CADENCE BANK NA | 5 | 5 | 0.09% | 0.11% | 0.14% | Q3 2017 | Q3 2018 | 5 |
D L CARLSON INVESTMENT GROUP INC | 5 | 5 | 0.20% | 0.23% | 0.27% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Alpha Omega Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Weaver Consulting Group | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.04% | 0.15% | 0.21% | Q2 2019 | Q1 2020 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2014 | 4 |
BlackRock Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 4 |
New World Advisors LLC | 4 | 4 | 0.14% | 0.25% | 0.40% | Q4 2018 | Q3 2019 | 4 |
Salomon & Ludwin, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Vivaldi Capital Management LP | 4 | 4 | 0.08% | 0.27% | 0.64% | Q4 2018 | Q3 2019 | 4 |
Manchester Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
LS Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q2 2015 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
TFS CAPITAL LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2014 | Q1 2016 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q1 2015 | 4 |
Shorepoint Capital Partners LLC | 4 | 4 | 2.28% | 4.41% | 5.33% | Q1 2019 | Q4 2019 | 4 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q4 2019 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2016 | Q4 2016 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
First National Bank of Mount Dora, Trust Investment Services | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2017 | Q3 2018 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q1 2020 | 4 |
Heritage Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.26% | 0.50% | 0.97% | Q2 2013 | Q2 2017 | 4 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 4 |
RDA Financial Network | 4 | 4 | 0.12% | 0.15% | 0.17% | Q1 2019 | Q4 2019 | 4 |
FineMark National Bank & Trust | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2016 | 4 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Investors Capital Advisory Services | 3 | 3 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q4 2013 | 3 |
HITE Hedge Asset Management LLC | 2 | 1 | 0.10% | 0.31% | 0.54% | Q3 2013 | Q4 2018 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2014 | 3 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q2 2018 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q1 2019 | 3 |
Altavista Wealth Management, Inc. | 3 | 3 | 0.14% | 0.14% | 0.15% | Q4 2014 | Q2 2015 | 3 |
OTA Financial Group L.P. | 1 | 1 | 0.19% | 1.05% | 2.56% | Q1 2016 | Q4 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Affiance Financial, LLC | 3 | 3 | 0.29% | 0.39% | 0.48% | Q1 2015 | Q3 2015 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
SECURITY NATIONAL TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2020 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.25% | 0.33% | 0.38% | Q1 2019 | Q3 2019 | 3 |
Hilltop Holdings Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 3 |
Marble Harbor Investment Counsel, LLC | 2 | 1 | 0.16% | 0.17% | 0.18% | Q3 2013 | Q2 2014 | 3 |
Financial Advantage, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 3 |
MinichMacGregor Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
MCMILLION CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
St. Louis Trust Co | 3 | 3 | 0.18% | 0.39% | 0.78% | Q4 2015 | Q2 2016 | 3 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 3 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.07% | 0.07% | 0.09% | Q1 2018 | Q3 2018 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 1.06% | 1.29% | 1.41% | Q2 2013 | Q4 2013 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.34% | 0.79% | Q4 2015 | Q4 2018 | 3 |
TRAIN BABCOCK ADVISORS LLC | 3 | 3 | 1.67% | 1.99% | 2.25% | Q1 2015 | Q3 2015 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 3 |
Hemenway Trust Co LLC | 3 | 3 | 0.10% | 0.15% | 0.17% | Q1 2015 | Q3 2015 | 3 |
WEBSTER BANK, N. A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.31% | 0.92% | 1.54% | Q4 2019 | Q1 2020 | 2 |
HighPoint Advisor Group LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q2 2019 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.18% | 0.20% | 0.22% | Q1 2018 | Q2 2018 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.16% | 0.50% | 0.83% | Q4 2019 | Q1 2020 | 2 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
DOCK STREET ASSET MANAGEMENT INC | 2 | 2 | 2.23% | 2.32% | 2.40% | Q2 2014 | Q3 2014 | 2 |
JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Samalin Investment Counsel, LLC | 2 | 2 | 0.35% | 0.91% | 1.48% | Q4 2019 | Q1 2020 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
STALEY CAPITAL ADVISERS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 2 |
Magnetar Financial LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q2 2018 | Q3 2018 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.21% | 0.25% | 0.28% | Q4 2019 | Q1 2020 | 2 |
Landmark Bank | 2 | 2 | 6.57% | 6.78% | 6.99% | Q2 2018 | Q3 2018 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Platform Technology Partners | 2 | 2 | 0.02% | 0.21% | 0.39% | Q4 2019 | Q1 2020 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
1620 INVESTMENT ADVISORS, INC. | 1 | 1 | 0.69% | 0.70% | 0.72% | Q2 2022 | Q4 2022 | 2 |
FARR MILLER & WASHINGTON LLC/DC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
McAdams Wright Ragen, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.01% | 0.38% | 0.75% | Q4 2019 | Q1 2020 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2018 | Q1 2019 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q1 2016 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 2 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.31% | 0.50% | 0.68% | Q4 2017 | Q2 2018 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Overbrook Management Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
StratiFi, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2014 | Q3 2014 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Walleye Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2017 | Q4 2017 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OSAIC HOLDINGS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CATAWBA CAPITAL MANAGEMENT /VA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
6 Meridian | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2014 | Q2 2014 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Matisse Capital | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Adalta Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Hollow Brook Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
West Coast Financial LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Appaloosa Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Probabilities Fund Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2018 | Q3 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2014 | Q4 2014 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Atria Investments, Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own TORTOISE ENERGY INFRA CORP or have owned TORTOISE ENERGY INFRA CORP in the past.