Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FIFTH THIRD BANCORP | 30 | 30 | 0.02% | 1.65% | 2.72% | Q2 2013 | Q3 2020 | 30 |
NBW CAPITAL LLC | 30 | 30 | 0.06% | 3.11% | 6.51% | Q2 2013 | Q3 2020 | 30 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.15% | 0.27% | Q2 2013 | Q3 2020 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 30 | 30 | 0.00% | 0.13% | 0.22% | Q2 2013 | Q3 2020 | 30 |
JMG Financial Group, Ltd. | 30 | 30 | 0.01% | 1.37% | 2.32% | Q2 2013 | Q3 2020 | 30 |
Homrich & Berg | 30 | 30 | 0.01% | 4.72% | 9.98% | Q2 2013 | Q3 2020 | 30 |
AMERIPRISE FINANCIAL INC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 30 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2020 | 30 |
JPMORGAN CHASE & CO | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 29 |
MAI Capital Management | 29 | 29 | 0.02% | 0.67% | 1.87% | Q2 2013 | Q2 2020 | 29 |
MURPHY CAPITAL MANAGEMENT INC | 28 | 28 | 0.02% | 0.30% | 0.74% | Q2 2013 | Q1 2020 | 28 |
Winslow, Evans & Crocker, Inc. | 28 | 28 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q3 2020 | 28 |
Capital Investment Advisors, LLC | 28 | 28 | 0.03% | 0.89% | 1.50% | Q4 2013 | Q3 2020 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q1 2020 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 27 | 27 | 0.85% | 2.62% | 5.05% | Q2 2013 | Q4 2019 | 27 |
MORGAN STANLEY | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2020 | 27 |
US BANCORP \DE\ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 27 |
BANK OF THE WEST | 26 | 26 | 0.04% | 0.15% | 0.30% | Q2 2014 | Q3 2020 | 26 |
Diversified Trust Co | 22 | 1 | 0.07% | 3.53% | 6.56% | Q2 2013 | Q1 2020 | 26 |
MOTCO | 26 | 26 | 0.01% | 0.15% | 0.42% | Q3 2013 | Q4 2019 | 26 |
ASPIRIANT, LLC | 26 | 26 | 0.90% | 8.01% | 15.02% | Q2 2013 | Q3 2019 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.28% | 1.21% | Q2 2013 | Q3 2019 | 26 |
Janney Montgomery Scott LLC | 25 | 25 | 0.00% | 0.05% | 0.16% | Q3 2013 | Q3 2019 | 25 |
LPL Financial LLC | 13 | 12 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2019 | 25 |
COBIZ WEALTH, LLC | 13 | 10 | 0.17% | 0.72% | 2.23% | Q2 2013 | Q2 2019 | 23 |
UBS Group AG | 21 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 23 |
Creative Planning | 8 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 23 |
SIGNATUREFD, LLC | 20 | 2 | 0.00% | 3.08% | 5.57% | Q4 2013 | Q3 2020 | 22 |
DEUTSCHE BANK AG\ | 18 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2020 | 22 |
Transamerica Financial Advisors, Inc. | 22 | 22 | 0.14% | 0.38% | 1.04% | Q1 2015 | Q2 2020 | 22 |
IFP Advisors, Inc | 14 | 8 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q2 2021 | 22 |
QUADRANT CAPITAL GROUP LLC | 21 | 21 | 0.00% | 0.37% | 1.63% | Q2 2015 | Q2 2020 | 21 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2020 | 21 |
Plante Moran Financial Advisors, LLC | 19 | 2 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2018 | 21 |
Salient Capital Advisors, LLC | 21 | 21 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2018 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q2 2018 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.39% | 1.17% | 2.11% | Q2 2013 | Q2 2018 | 21 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2020 | 20 |
Mosaic Financial Partners, Inc. | 20 | 20 | 4.65% | 7.36% | 8.76% | Q2 2013 | Q1 2018 | 20 |
Virtu Financial LLC | 9 | 1 | 0.02% | 0.56% | 2.04% | Q4 2013 | Q3 2020 | 20 |
RiverFront Investment Group, LLC | 13 | 7 | 0.13% | 1.48% | 3.54% | Q2 2010 | Q3 2017 | 20 |
REGIONS FINANCIAL CORP | 12 | 7 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2019 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CHOREO, LLC | 19 | 19 | 0.05% | 0.24% | 0.84% | Q1 2014 | Q3 2018 | 19 |
HBK Sorce Advisory LLC | 19 | 19 | 0.03% | 1.58% | 3.83% | Q2 2013 | Q4 2017 | 19 |
Chicago Partners Investment Group LLC | 19 | 19 | 0.03% | 0.15% | 0.31% | Q2 2015 | Q4 2019 | 19 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.14% | 0.26% | Q1 2013 | Q2 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
ASSETMARK, INC | 18 | 18 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q3 2020 | 18 |
FARMERS & MERCHANTS INVESTMENTS INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2018 | 18 |
M&T BANK CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 18 |
Crestone Asset Management LLC | 18 | 18 | 0.09% | 1.44% | 10.34% | Q4 2015 | Q1 2020 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Richard C. Young & CO., LTD. | 17 | 17 | 0.70% | 1.53% | 2.17% | Q4 2015 | Q4 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
HOWE & RUSLING INC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2020 | 17 |
Hillsdale Investment Management Inc. | 17 | 17 | 0.00% | 0.09% | 0.30% | Q2 2016 | Q2 2020 | 17 |
Glassman Wealth Services | 16 | 16 | 0.01% | 2.48% | 15.54% | Q4 2014 | Q3 2018 | 16 |
Vantage Investment Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.09% | Q4 2014 | Q2 2018 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
FIRST NATIONAL TRUST CO | 15 | 15 | 0.03% | 0.11% | 0.18% | Q3 2014 | Q1 2018 | 15 |
Permanens Capital L.P. | 8 | 1 | 0.09% | 2.33% | 10.28% | Q4 2013 | Q3 2018 | 15 |
GLENMEDE TRUST CO NA | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2019 | 15 |
RAYMOND JAMES TRUST N.A. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2017 | 15 |
MSI Financial Services Inc | 14 | 14 | 0.01% | 0.05% | 0.25% | Q3 2013 | Q4 2016 | 14 |
Koshinski Asset Management, Inc. | 9 | 1 | 0.02% | 0.10% | 0.20% | Q3 2016 | Q3 2020 | 14 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2020 | 13 |
Smith & Howard Wealth Management, LLC | 13 | 13 | 0.14% | 1.13% | 4.01% | Q4 2015 | Q4 2018 | 13 |
BRIGHTON JONES LLC | 13 | 13 | 0.03% | 2.10% | 3.44% | Q3 2017 | Q3 2020 | 13 |
Ballentine Partners, LLC | 12 | 1 | 0.03% | 1.15% | 2.12% | Q2 2016 | Q4 2019 | 13 |
INTEGRATED WEALTH COUNSEL, LLC | 13 | 13 | 0.19% | 10.22% | 14.57% | Q4 2013 | Q4 2016 | 13 |
Stelac Advisory Services LLC | 13 | 13 | 0.05% | 0.10% | 0.19% | Q3 2015 | Q3 2018 | 13 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 13 | 13 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q4 2019 | 13 |
Klingman & Associates, LLC | 13 | 13 | 1.52% | 4.78% | 7.38% | Q4 2016 | Q4 2019 | 13 |
Perella Weinberg Partners Capital Management LP | 13 | 13 | 0.14% | 0.34% | 0.71% | Q2 2016 | Q2 2019 | 13 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2020 | 12 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.00% | 0.09% | 0.14% | Q4 2015 | Q1 2020 | 12 |
BANK OF MONTREAL /CAN/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q4 2015 | 12 |
NEW ENGLAND ASSET MANAGEMENT INC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2020 | 12 |
Clearwater Capital Advisors, LLC | 12 | 12 | 0.28% | 0.62% | 0.86% | Q1 2017 | Q4 2019 | 12 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2019 | 12 |
Capital Directions Investment Advisors, LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q1 2018 | 12 |
NOVARE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.06% | 0.24% | 0.34% | Q2 2013 | Q4 2015 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2019 | 11 |
Ancora Advisors LLC | 9 | 1 | 0.00% | 0.13% | 0.20% | Q2 2013 | Q4 2016 | 11 |
Selway Asset Management | 8 | 3 | 0.14% | 0.38% | 0.86% | Q2 2016 | Q4 2019 | 11 |
Stratos Wealth Partners, LTD. | 8 | 1 | 0.01% | 0.03% | 0.12% | Q3 2015 | Q4 2018 | 11 |
Veritable, L.P. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
Windsor Capital Management, LLC | 11 | 11 | 0.11% | 0.22% | 0.36% | Q1 2015 | Q3 2017 | 11 |
Sandy Spring Bank | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 11 |
Heritage Wealth Advisors | 10 | 1 | 0.01% | 1.55% | 2.97% | Q4 2015 | Q3 2018 | 11 |
Stockman Wealth Management, Inc. | 11 | 11 | 0.08% | 0.18% | 0.24% | Q3 2017 | Q1 2020 | 11 |
Raymond James Financial Services Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 11 |
Virtu KCG Holdings LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2017 | 11 |
HANCOCK WHITNEY CORP | 9 | 1 | 0.02% | 0.12% | 0.19% | Q3 2014 | Q3 2020 | 10 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 10 |
CITY HOLDING CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2020 | 10 |
CITIGROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2019 | 10 |
BlackRock Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2020 | 10 |
Hochman Cole Investment Advisors, Inc. | 9 | 1 | 0.12% | 0.41% | 0.60% | Q4 2015 | Q1 2019 | 10 |
WESBANCO BANK INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Evercore Wealth Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2017 | 10 |
Wealthcare Advisory Partners LLC | 10 | 10 | 0.00% | 0.07% | 0.21% | Q4 2017 | Q1 2020 | 10 |
Invesco Ltd. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 10 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 9 | 1 | 0.11% | 0.59% | 1.01% | Q2 2013 | Q2 2017 | 10 |
SteelBridge Private Wealth Advisors LLC | 9 | 9 | 0.63% | 1.37% | 4.07% | Q1 2016 | Q1 2018 | 9 |
TIEDEMANN ADVISORS, LLC | 9 | 9 | 0.01% | 0.14% | 0.44% | Q4 2016 | Q4 2018 | 9 |
Neuberger Berman Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
Bartlett & Co. LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 9 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.05% | 0.16% | Q4 2014 | Q2 2020 | 9 |
SouthState Corp | 9 | 9 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2015 | 9 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2018 | 9 |
Cetera Advisors LLC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q4 2015 | 9 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 6 | 1 | 0.03% | 0.16% | 0.27% | Q2 2013 | Q4 2019 | 9 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
CAPTRUST FINANCIAL ADVISORS | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 9 |
CIBC BANK USA | 9 | 9 | 2.77% | 3.82% | 5.17% | Q4 2017 | Q4 2019 | 9 |
FFT WEALTH MANAGEMENT LLC | 8 | 8 | 0.15% | 0.94% | 3.01% | Q4 2015 | Q3 2017 | 8 |
OXFORD FINANCIAL GROUP, LTD. LLC | 5 | 3 | 0.44% | 6.29% | 13.39% | Q4 2016 | Q3 2019 | 8 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 8 |
CHATHAM CAPITAL GROUP, INC. | 8 | 8 | 0.29% | 0.44% | 0.54% | Q4 2015 | Q3 2017 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2020 | 8 |
BB&T SECURITIES, LLC | 7 | 1 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q3 2017 | 8 |
NEXT Financial Group, Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
Crestwood Advisors Group, LLC | 6 | 1 | 0.01% | 0.43% | 0.76% | Q3 2015 | Q1 2019 | 8 |
Hudock, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 8 |
ARS Wealth Advisors, LLC | 8 | 8 | 6.77% | 9.18% | 10.67% | Q4 2013 | Q3 2015 | 8 |
TELEMUS CAPITAL, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2017 | 8 |
American Research & Management Co. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Jefferies Group LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 8 |
INSPIRION WEALTH ADVISORS, LLC | 8 | 8 | 0.18% | 1.68% | 3.05% | Q3 2015 | Q2 2017 | 8 |
ProVise Management Group, LLC | 8 | 8 | 0.03% | 0.08% | 0.12% | Q1 2016 | Q4 2017 | 8 |
Baird Financial Group, Inc. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 8 |
Argent Trust Co | 4 | 3 | 0.02% | 0.12% | 0.26% | Q2 2015 | Q1 2020 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q2 2018 | 7 |
ALESCO ADVISORS LLC | 7 | 7 | 0.03% | 2.62% | 3.55% | Q2 2014 | Q4 2015 | 7 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Litman Gregory Wealth Management LLC | 4 | 3 | 0.01% | 0.05% | 0.17% | Q3 2016 | Q2 2018 | 7 |
Pictet North America Advisors SA | 7 | 7 | 0.39% | 0.62% | 1.05% | Q4 2013 | Q2 2015 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Advocacy Wealth Management Services, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2017 | 7 |
SRS Capital Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 7 |
TSFG, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2016 | 7 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 7 |
Well Done, LLC | 4 | 1 | 0.03% | 0.35% | 0.59% | Q3 2016 | Q4 2018 | 7 |
ROCKLAND TRUST CO | 3 | 2 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2019 | 7 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.08% | 0.22% | Q4 2014 | Q3 2018 | 7 |
Windham Capital Management, LLC | 7 | 7 | 0.16% | 3.08% | 4.17% | Q1 2016 | Q3 2017 | 7 |
Smithfield Trust Co | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 6 |
ZEKE CAPITAL ADVISORS, LLC | 6 | 6 | 0.58% | 2.11% | 3.54% | Q1 2016 | Q2 2017 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q1 2020 | 6 |
LGL PARTNERS, LLC | 6 | 6 | 0.11% | 0.13% | 0.15% | Q4 2015 | Q1 2017 | 6 |
Proficio Capital Partners LLC | 4 | 2 | 0.09% | 0.45% | 1.28% | Q4 2015 | Q3 2017 | 6 |
Janney Capital Management LLC | 6 | 6 | 1.67% | 1.99% | 2.28% | Q2 2013 | Q3 2014 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
EAGLE GLOBAL ADVISORS LLC | 6 | 6 | 0.26% | 0.31% | 0.38% | Q2 2018 | Q3 2019 | 6 |
Berman Capital Advisors, LLC | 4 | 2 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q1 2020 | 6 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 6 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 6.97% | 7.87% | 8.99% | Q2 2013 | Q3 2014 | 6 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2018 | 6 |
Farmers National Bank | 4 | 2 | 0.06% | 0.09% | 0.12% | Q3 2017 | Q2 2019 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 6 | 0.08% | 0.11% | 0.16% | Q3 2014 | Q4 2015 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
American Portfolios Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Pacific Center for Financial Services | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
MILLER HOWARD INVESTMENTS INC /NY | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2020 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2018 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 5 |
Karp Capital Management Corp | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2018 | 5 |
Horrell Capital Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Concert Wealth Management Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.20% | 0.30% | 0.49% | Q1 2017 | Q1 2018 | 5 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 5 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2018 | 5 |
IBERIABANK CORP | 2 | 1 | 0.02% | 0.06% | 0.17% | Q3 2013 | Q3 2019 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.38% | 0.48% | 0.54% | Q4 2013 | Q4 2014 | 5 |
Investors Research Corp | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
UBS AG | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 5 |
FMR LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 5 |
D.A. DAVIDSON & CO. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q3 2019 | 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Madden Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.14% | 0.18% | 0.26% | Q4 2019 | Q3 2020 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q4 2018 | 4 |
Parallel Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 2 | 0.03% | 0.05% | 0.10% | Q1 2016 | Q4 2019 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 4 |
Haverford Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
RETIREMENT INCOME SOLUTIONS, INC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2017 | Q3 2018 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.06% | 0.12% | Q1 2015 | Q4 2017 | 4 |
SUNTRUST BANKS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2017 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.09% | Q4 2014 | Q3 2015 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2019 | 3 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 3 |
AdvicePeriod, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 3 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Integrated Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
Brightworth | 3 | 3 | 0.55% | 0.60% | 0.66% | Q4 2016 | Q2 2017 | 3 |
Catamount Wealth Management | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
MUFG Americas Holdings Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 1.92% | 2.01% | 2.07% | Q2 2013 | Q4 2013 | 3 |
Sigma Planning Corp | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q2 2015 | 3 |
HRT FINANCIAL LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.21% | 0.25% | 0.28% | Q2 2019 | Q4 2019 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2019 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.13% | 0.18% | 0.21% | Q4 2014 | Q2 2015 | 3 |
OSAIC HOLDINGS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Wela Strategies, Inc. | 2 | 1 | 1.68% | 2.00% | 2.27% | Q1 2017 | Q4 2017 | 3 |
GREENLEAF TRUST | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
DELTA ASSET MANAGEMENT LLC/TN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Grove Bank & Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Taylor Wealth Management Partners | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Telos Capital Management, Inc. | 3 | 3 | 0.16% | 0.19% | 0.23% | Q2 2013 | Q4 2013 | 3 |
Prospera Financial Services Inc | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2014 | Q4 2014 | 3 |
Enterprise Trust & Investment Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 3 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 2 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2014 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
OptiFour Integrated Wealth Management, LLC | 2 | 2 | 1.76% | 1.85% | 1.95% | Q4 2017 | Q1 2018 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Spruce Investment Advisors LLC | 2 | 2 | 0.75% | 2.22% | 3.68% | Q1 2015 | Q2 2015 | 2 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 2 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.06% | 0.10% | 0.13% | Q1 2017 | Q1 2018 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.16% | 0.31% | 0.45% | Q2 2017 | Q4 2017 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2017 | Q2 2017 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 2 |
1919 Investment Counsel, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
CAPITAL GUARDIAN TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Citizens National Bank Trust Department | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.09% | 0.17% | Q4 2015 | Q1 2016 | 2 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 2 |
FIFTH THIRD SECURITIES, INC. | 2 | 2 | 0.69% | 0.72% | 0.74% | Q1 2016 | Q2 2016 | 2 |
HAP Trading, LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Fort Point Capital Partners LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q3 2018 | 2 |
Yellowstone Partners, LLC | 2 | 2 | 0.09% | 0.25% | 0.40% | Q2 2016 | Q3 2016 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2015 | Q1 2016 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2015 | 2 |
Trexquant Investment LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q2 2020 | 2 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2020 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
JNBA Financial Advisors | 1 | 1 | 3.53% | 3.53% | 3.53% | Q3 2016 | Q3 2016 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
USCA RIA LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CMT TRADING LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2016 | Q3 2016 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2015 | Q4 2015 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2018 | Q4 2018 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2014 | Q3 2014 | 1 |
Bank of Kentucky, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Mariner, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2019 | Q3 2019 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2015 | Q2 2015 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bank OZK | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own UBS AG JERSEY BRH or have owned UBS AG JERSEY BRH in the past.