Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Gradient Investments LLC | 20 | 20 | 0.15% | 2.57% | 5.58% | Q2 2013 | Q1 2018 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
LPL Financial LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20 | 20 | 0.11% | 0.19% | 0.28% | Q2 2013 | Q1 2018 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.25% | 0.70% | Q2 2013 | Q1 2018 | 20 |
Ashfield Capital Partners, LLC | 19 | 19 | 0.06% | 0.09% | 0.13% | Q3 2013 | Q1 2018 | 19 |
Linscomb & Williams, Inc. | 19 | 19 | 0.14% | 0.43% | 0.72% | Q2 2013 | Q4 2017 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 19 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2018 | 19 |
GUGGENHEIM CAPITAL LLC | 18 | 18 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2017 | 18 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.01% | 0.09% | 0.27% | Q4 2013 | Q1 2018 | 18 |
AMERIPRISE FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Cetera Advisor Networks LLC | 17 | 17 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2017 | 17 |
B. Riley Wealth Advisors, Inc. | 17 | 17 | 0.07% | 0.70% | 1.01% | Q2 2013 | Q2 2017 | 17 |
SII INVESTMENTS INC/WI | 17 | 17 | 0.13% | 0.39% | 1.06% | Q3 2013 | Q3 2017 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.01% | 0.11% | 0.25% | Q1 2014 | Q1 2018 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2017 | 17 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2018 | 16 |
Freedom Investment Management, Inc. | 12 | 4 | 0.04% | 0.11% | 0.16% | Q1 2014 | Q2 2018 | 16 |
Prospera Financial Services Inc | 15 | 1 | 0.06% | 0.36% | 0.56% | Q1 2014 | Q1 2018 | 16 |
ATWOOD & PALMER INC | 16 | 16 | 0.44% | 1.18% | 1.78% | Q2 2014 | Q1 2018 | 16 |
Confluence Wealth Management LLC | 16 | 16 | 0.12% | 0.38% | 0.56% | Q1 2014 | Q4 2017 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 15 |
HighTower Advisors, LLC | 10 | 5 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q4 2017 | 15 |
Alexandria Capital, LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q3 2017 | 15 |
UBS Group AG | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 14 |
Parasol Investment Management, LLC | 14 | 14 | 0.04% | 0.14% | 0.17% | Q3 2013 | Q4 2016 | 14 |
Segment Wealth Management, LLC | 14 | 14 | 0.05% | 0.08% | 0.09% | Q3 2014 | Q4 2017 | 14 |
GW HENSSLER & ASSOCIATES LTD | 13 | 13 | 0.14% | 1.41% | 2.11% | Q4 2014 | Q4 2017 | 13 |
Carnegie Capital Asset Management, LLC | 12 | 1 | 0.04% | 0.08% | 0.12% | Q3 2014 | Q4 2017 | 13 |
Parallax Volatility Advisers, L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 13 |
RAYMOND JAMES & ASSOCIATES | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 13 |
Stratos Wealth Partners, LTD. | 13 | 13 | 0.06% | 0.61% | 1.50% | Q4 2014 | Q4 2017 | 13 |
Sigma Planning Corp | 13 | 13 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q1 2018 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2018 | 12 |
Motley Fool Wealth Management, LLC | 12 | 12 | 0.56% | 0.64% | 0.70% | Q1 2015 | Q4 2017 | 12 |
Summit Asset Management, LLC | 12 | 12 | 0.17% | 1.83% | 3.73% | Q2 2015 | Q1 2018 | 12 |
FCA CORP /TX | 12 | 12 | 1.82% | 2.23% | 2.41% | Q1 2015 | Q4 2017 | 12 |
JNBA Financial Advisors | 10 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 12 |
Capital Advantage, Inc. | 12 | 12 | 0.08% | 10.27% | 13.90% | Q4 2015 | Q3 2018 | 12 |
Ironwood Financial, llc | 8 | 4 | 0.71% | 4.13% | 6.98% | Q4 2014 | Q4 2017 | 12 |
Raymond James Financial Services Advisors, Inc. | 9 | 2 | 0.02% | 0.06% | 0.22% | Q4 2014 | Q1 2018 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.01% | 0.03% | 0.08% | Q3 2015 | Q1 2018 | 11 |
BCWM, LLC | 11 | 11 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q4 2015 | 11 |
GHP Investment Advisors, Inc. | 11 | 11 | 0.05% | 0.58% | 1.02% | Q3 2015 | Q1 2018 | 11 |
BANK OF MONTREAL /CAN/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 11 |
Advisory Alpha, LLC | 11 | 11 | 0.00% | 0.34% | 0.79% | Q1 2016 | Q3 2018 | 11 |
Virtu KCG Holdings LLC | 3 | 2 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q2 2017 | 10 |
Private Advisor Group, LLC | 10 | 10 | 0.01% | 0.04% | 0.05% | Q4 2015 | Q1 2018 | 10 |
Frontier Wealth Management LLC | 10 | 10 | 0.03% | 0.08% | 0.12% | Q4 2015 | Q1 2018 | 10 |
FCG ADVISORS, LLC | 10 | 10 | 0.52% | 0.59% | 0.77% | Q4 2015 | Q1 2018 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 10 | 10 | 0.04% | 0.07% | 0.11% | Q2 2015 | Q3 2017 | 10 |
NEXT Financial Group, Inc | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2017 | 10 |
COURIER CAPITAL LLC | 10 | 10 | 0.14% | 0.30% | 0.42% | Q4 2015 | Q1 2018 | 10 |
Madden Advisory Services, Inc. | 10 | 10 | 0.20% | 0.22% | 0.24% | Q2 2014 | Q3 2016 | 10 |
Ledyard National Bank | 10 | 10 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q4 2017 | 10 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2018 | 10 |
TELEMUS CAPITAL, LLC | 9 | 9 | 0.60% | 0.89% | 1.30% | Q1 2016 | Q1 2018 | 9 |
AVALON CAPITAL MANAGEMENT | 6 | 3 | 0.24% | 0.99% | 2.35% | Q2 2013 | Q3 2015 | 9 |
ADVISORS MANAGEMENT GROUP INC /ADV | 9 | 9 | 2.21% | 2.89% | 3.38% | Q4 2015 | Q4 2017 | 9 |
Financial Architects, Inc | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2017 | 9 |
IFP Advisors, Inc | 8 | 1 | 0.03% | 0.04% | 0.07% | Q4 2015 | Q1 2018 | 9 |
Brookstone Capital Management | 8 | 8 | 0.18% | 0.28% | 0.36% | Q1 2016 | Q4 2017 | 8 |
Camelot Portfolios, LLC | 8 | 8 | 0.13% | 0.46% | 0.79% | Q2 2016 | Q1 2018 | 8 |
1834 INVESTMENT ADVISORS CO | 7 | 1 | 0.07% | 0.22% | 1.02% | Q3 2015 | Q4 2017 | 8 |
Kovack Advisors, Inc. | 4 | 1 | 0.11% | 0.34% | 0.54% | Q4 2014 | Q4 2017 | 8 |
CREDIT SUISSE AG/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
Rehmann Capital Advisory Group | 8 | 8 | 0.02% | 0.08% | 0.12% | Q2 2016 | Q1 2018 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2018 | 8 |
NATIONAL PLANNING CORP | 8 | 8 | 0.05% | 0.10% | 0.13% | Q3 2013 | Q2 2015 | 8 |
New England Professional Planning Group Inc. | 7 | 1 | 1.21% | 6.06% | 7.28% | Q4 2014 | Q4 2017 | 8 |
GM Advisory Group, LLC | 4 | 3 | 0.07% | 0.09% | 0.11% | Q1 2016 | Q4 2017 | 7 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.01% | 0.17% | 0.41% | Q4 2013 | Q1 2017 | 7 |
Transamerica Financial Advisors, Inc. | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q3 2017 | 7 |
IMA Wealth, Inc. | 7 | 7 | 0.32% | 0.86% | 1.23% | Q3 2016 | Q1 2018 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
CORRADO ADVISORS, LLC | 7 | 7 | 1.24% | 1.37% | 1.48% | Q1 2017 | Q3 2018 | 7 |
ACG Wealth | 7 | 7 | 0.05% | 0.18% | 0.31% | Q3 2013 | Q1 2015 | 7 |
Private Vista, LLC | 7 | 7 | 0.17% | 0.52% | 1.14% | Q2 2016 | Q4 2017 | 7 |
Advisory Services Network, LLC | 5 | 2 | 0.01% | 0.19% | 0.33% | Q2 2016 | Q1 2018 | 7 |
Bluefin Trading, LLC | 2 | 1 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q1 2018 | 6 |
Perigon Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2018 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
FIRST AMERICAN TRUST, FSB | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2016 | Q3 2017 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.46% | 0.50% | 0.53% | Q4 2016 | Q1 2018 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.02% | 0.21% | 0.32% | Q2 2016 | Q3 2017 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q1 2018 | 6 |
Leicht Financial Planning & Wealth Management, Inc. | 6 | 6 | 4.60% | 10.84% | 21.34% | Q4 2016 | Q1 2018 | 6 |
First Capital Advisors Group, LLC. | 6 | 6 | 0.16% | 0.26% | 0.42% | Q4 2016 | Q1 2018 | 6 |
Private Advisory Group LLC | 6 | 6 | 0.14% | 0.23% | 0.39% | Q4 2016 | Q1 2018 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q4 2016 | Q1 2018 | 6 |
D.A. DAVIDSON & CO. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q1 2018 | 6 |
CITY NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2016 | Q4 2017 | 5 |
SFE Investment Counsel | 5 | 5 | 2.65% | 2.68% | 2.77% | Q4 2016 | Q4 2017 | 5 |
CITIGROUP INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Marietta Wealth Management, LLC | 5 | 5 | 0.12% | 0.18% | 0.26% | Q4 2016 | Q4 2017 | 5 |
WINTRUST INVESTMENTS LLC | 5 | 5 | 0.09% | 0.37% | 0.62% | Q1 2017 | Q1 2018 | 5 |
Bank of New York Mellon Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.01% | 0.32% | 0.60% | Q3 2015 | Q3 2016 | 5 |
WESPAC Advisors, LLC | 4 | 1 | 0.17% | 0.25% | 0.32% | Q4 2016 | Q1 2018 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2014 | 5 |
Community Bank, N.A. | 5 | 5 | 0.05% | 0.08% | 0.11% | Q1 2017 | Q1 2018 | 5 |
Verity Asset Management, Inc. | 5 | 5 | 0.22% | 0.27% | 0.31% | Q1 2017 | Q1 2018 | 5 |
Mirador Capital Partners LP | 5 | 5 | 0.46% | 1.94% | 2.78% | Q4 2016 | Q4 2017 | 5 |
Richard Bernstein Advisors LLC | 5 | 5 | 2.70% | 3.87% | 4.38% | Q4 2016 | Q4 2017 | 5 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.21% | 0.39% | 0.51% | Q1 2015 | Q1 2016 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 2 | 0.04% | 4.00% | 12.05% | Q3 2016 | Q4 2017 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Venturi Wealth Management, LLC | 5 | 5 | 0.19% | 0.29% | 0.34% | Q4 2016 | Q4 2017 | 5 |
CIBC WORLD MARKET INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2017 | Q1 2018 | 4 |
Fusion Family Wealth LLC | 4 | 4 | 0.01% | 0.13% | 0.27% | Q4 2016 | Q3 2017 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.29% | 0.36% | 0.42% | Q1 2017 | Q4 2017 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 4 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 4 |
NOTTINGHAM ADVISORS, INC. | 4 | 4 | 1.73% | 1.74% | 1.75% | Q1 2017 | Q4 2017 | 4 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 1 | 0.57% | 1.37% | 1.78% | Q2 2016 | Q4 2017 | 4 |
Bridgeworth, LLC | 3 | 1 | 0.14% | 0.33% | 0.43% | Q4 2016 | Q1 2018 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Private Ocean, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2013 | Q3 2014 | 4 |
Homrich & Berg | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
JPMORGAN CHASE & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Opes Advisors Inc | 1 | 1 | 0.16% | 0.36% | 0.60% | Q4 2016 | Q4 2017 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 3 |
FIRST MANHATTAN CO. LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q1 2018 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.17% | 0.45% | 0.88% | Q3 2017 | Q1 2018 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 3 |
FMA ADVISORY INC | 2 | 1 | 0.63% | 0.67% | 0.73% | Q1 2017 | Q4 2017 | 3 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 1 | 0.06% | 0.08% | 0.09% | Q1 2017 | Q4 2017 | 3 |
Renaissance Technologies | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q2 2015 | 3 |
Virtu Financial LLC | 3 | 3 | 0.01% | 0.06% | 0.14% | Q3 2017 | Q1 2018 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.45% | 0.48% | 0.50% | Q4 2017 | Q1 2018 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q1 2018 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
VISTA INVESTMENT MANAGEMENT | 2 | 2 | 1.15% | 1.15% | 1.16% | Q4 2017 | Q1 2018 | 2 |
PFG Advisors | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2017 | Q1 2018 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q1 2020 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q1 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 2.85% | 3.00% | 3.16% | Q4 2017 | Q1 2018 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Paulson Wealth Management Inc. | 2 | 2 | 0.96% | 1.01% | 1.06% | Q4 2017 | Q1 2018 | 2 |
Keel Point, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q1 2016 | 2 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2017 | Q2 2017 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.14% | 0.19% | 0.23% | Q4 2017 | Q1 2018 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q2 2016 | Q3 2016 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
American Portfolios Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Goodman Financial Corp | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2017 | Q4 2017 | 2 |
Vista Private Wealth Partners. LLC | 2 | 2 | 0.90% | 0.91% | 0.92% | Q3 2017 | Q4 2017 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q4 2013 | 2 |
EMERSON INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.53% | 0.53% | 0.53% | Q4 2015 | Q1 2016 | 2 |
Kabarec Financial Advisors, Ltd. | 2 | 2 | 0.88% | 0.89% | 0.91% | Q4 2017 | Q1 2018 | 2 |
Matthew Goff Investment Advisor, LLC | 2 | 2 | 4.54% | 4.57% | 4.59% | Q3 2017 | Q4 2017 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q4 2017 | Q1 2018 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q3 2015 | 2 |
Monument Capital Management | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q1 2018 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q1 2018 | 1 |
Bray Capital Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Sensible Financial Planning & Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q1 2017 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 2.64% | 2.64% | 2.64% | Q4 2017 | Q4 2017 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2017 | Q4 2017 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2018 | Q1 2018 | 1 |
Castleview Partners, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2018 | Q1 2018 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Front Row Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own CLAYMORE EXCHANGE TRD FD TR or have owned CLAYMORE EXCHANGE TRD FD TR in the past.