Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Gradient Investments LLC | 20 | 20 | 0.00% | 0.16% | 0.41% | Q2 2013 | Q1 2018 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20 | 20 | 0.27% | 0.48% | 0.60% | Q2 2013 | Q1 2018 | 20 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q1 2018 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 19 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q2 2018 | 19 |
ROYAL BANK OF CANADA | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 19 |
Linscomb Wealth, Inc. | 19 | 19 | 0.30% | 0.43% | 0.58% | Q2 2013 | Q4 2017 | 19 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2018 | 18 |
Evanston Investments, Inc., dba Evanston Advisors | 17 | 17 | 0.57% | 4.00% | 5.16% | Q1 2014 | Q1 2018 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.02% | 0.07% | 0.16% | Q1 2014 | Q1 2018 | 17 |
HighTower Advisors, LLC | 10 | 7 | 0.03% | 0.10% | 0.19% | Q3 2013 | Q4 2017 | 17 |
Legacy Private Trust Co. | 17 | 17 | 0.06% | 0.24% | 0.38% | Q1 2014 | Q1 2018 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q4 2017 | 16 |
Ashfield Capital Partners, LLC | 15 | 15 | 0.01% | 0.11% | 0.18% | Q3 2014 | Q1 2018 | 15 |
Financial Advisory Group | 15 | 15 | 0.14% | 3.25% | 5.51% | Q3 2014 | Q1 2018 | 15 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.04% | 0.11% | Q4 2015 | Q2 2021 | 15 |
GM Advisory Group, LLC | 15 | 15 | 2.80% | 4.03% | 5.65% | Q1 2014 | Q3 2017 | 15 |
FCG ADVISORS, LLC | 14 | 1 | 0.20% | 1.38% | 2.48% | Q2 2014 | Q1 2018 | 15 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 14 | 1 | 0.17% | 0.39% | 0.43% | Q3 2013 | Q1 2018 | 15 |
ATWOOD & PALMER INC | 15 | 15 | 0.01% | 0.68% | 1.29% | Q3 2014 | Q1 2018 | 15 |
Marquette Asset Management, LLC | 15 | 15 | 0.08% | 0.15% | 0.29% | Q2 2014 | Q4 2017 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q1 2018 | 15 |
Vigilant Capital Management, LLC | 15 | 15 | 0.02% | 0.42% | 0.81% | Q3 2014 | Q1 2018 | 15 |
EASTERN BANK | 15 | 15 | 0.08% | 0.66% | 0.83% | Q3 2014 | Q1 2018 | 15 |
UBS Group AG | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2018 | 14 |
Freedom Investment Management, Inc. | 14 | 14 | 0.04% | 0.13% | 0.78% | Q1 2015 | Q2 2018 | 14 |
First Personal Financial Services | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2018 | 14 |
PARK NATIONAL CORP /OH/ | 14 | 14 | 0.02% | 0.08% | 0.09% | Q4 2014 | Q1 2018 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 14 |
Alexandria Capital, LLC | 13 | 13 | 0.01% | 0.03% | 0.08% | Q1 2015 | Q1 2018 | 13 |
Parallax Volatility Advisers, L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 13 |
NOTTINGHAM ADVISORS, INC. | 13 | 13 | 0.24% | 0.27% | 0.34% | Q4 2014 | Q4 2017 | 13 |
Goelzer Investment Management, Inc. | 13 | 13 | 0.03% | 0.11% | 0.21% | Q4 2014 | Q4 2017 | 13 |
Trust Co | 13 | 13 | 0.00% | 0.05% | 0.08% | Q1 2015 | Q1 2018 | 13 |
LPL Financial LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2018 | 13 |
HARVEST CAPITAL MANAGEMENT INC | 13 | 13 | 0.12% | 0.26% | 0.45% | Q1 2015 | Q1 2018 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 13 |
Cambridge Investment Research Advisors, Inc. | 13 | 13 | 0.01% | 0.06% | 0.11% | Q1 2015 | Q1 2018 | 13 |
Raub Brock Capital Management LP | 13 | 13 | 0.74% | 0.96% | 1.22% | Q2 2015 | Q2 2018 | 13 |
Atria Investments, Inc | 13 | 13 | 0.05% | 0.09% | 0.13% | Q4 2014 | Q4 2017 | 13 |
Parasol Investment Management, LLC | 13 | 13 | 0.02% | 0.36% | 0.70% | Q4 2013 | Q4 2016 | 13 |
RPg Family Wealth Advisory, LLC | 10 | 1 | 0.03% | 1.89% | 2.52% | Q4 2015 | Q3 2019 | 13 |
Leisure Capital Management | 13 | 13 | 0.96% | 1.07% | 1.31% | Q1 2015 | Q1 2018 | 13 |
JNBA Financial Advisors | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2017 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.08% | 5.50% | 15.23% | Q2 2015 | Q1 2018 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.06% | 0.10% | 0.12% | Q1 2015 | Q4 2017 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.00% | 0.09% | 0.21% | Q2 2015 | Q1 2018 | 12 |
Confluence Wealth Management LLC | 12 | 12 | 0.16% | 0.89% | 1.35% | Q1 2015 | Q4 2017 | 12 |
Ironwood Financial, llc | 8 | 4 | 0.03% | 5.99% | 9.53% | Q4 2014 | Q4 2017 | 12 |
Cetera Advisor Networks LLC | 10 | 2 | 0.02% | 0.04% | 0.08% | Q3 2014 | Q4 2017 | 12 |
Lowe Wealth Advisors, LLC | 12 | 12 | 0.00% | 1.10% | 1.33% | Q2 2015 | Q1 2018 | 12 |
Motley Fool Wealth Management, LLC | 12 | 12 | 2.00% | 2.39% | 2.68% | Q1 2015 | Q4 2017 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2018 | 12 |
Community Bank, N.A. | 7 | 5 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2018 | 12 |
Raymond James Financial Services Advisors, Inc. | 9 | 2 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q1 2018 | 11 |
COOKSON PEIRCE & CO INC | 11 | 11 | 0.36% | 0.42% | 0.47% | Q3 2015 | Q1 2018 | 11 |
Carnegie Capital Asset Management, LLC | 11 | 11 | 0.20% | 0.51% | 0.77% | Q2 2015 | Q4 2017 | 11 |
MADISON INVESTMENT HOLDINGS INC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q4 2017 | 11 |
IMA Wealth, Inc. | 11 | 11 | 0.67% | 1.73% | 2.27% | Q3 2015 | Q1 2018 | 11 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2018 | 11 |
Ken Stern & Associates, Inc. | 10 | 10 | 0.20% | 0.29% | 0.36% | Q1 2016 | Q2 2018 | 10 |
CADENCE BANK NA | 7 | 3 | 0.12% | 0.16% | 0.28% | Q3 2013 | Q1 2018 | 10 |
Bluefin Trading, LLC | 8 | 2 | 0.07% | 0.13% | 0.22% | Q3 2013 | Q1 2016 | 10 |
Capital Advantage, Inc. | 10 | 10 | 0.08% | 9.89% | 18.64% | Q2 2016 | Q3 2018 | 10 |
Advisors Preferred, LLC | 10 | 10 | 0.03% | 3.43% | 13.73% | Q4 2015 | Q1 2018 | 10 |
Commonwealth Equity Services, Inc | 10 | 10 | 0.00% | 0.02% | 0.02% | Q2 2015 | Q3 2017 | 10 |
1834 INVESTMENT ADVISORS CO | 10 | 10 | 0.41% | 0.76% | 0.88% | Q3 2015 | Q4 2017 | 10 |
CORRADO ADVISORS, LLC | 10 | 10 | 0.16% | 0.25% | 0.35% | Q2 2017 | Q3 2019 | 10 |
NEXT Financial Group, Inc | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q3 2017 | 9 |
Lehman Financial Resources, Inc. | 9 | 9 | 0.03% | 0.05% | 0.05% | Q3 2013 | Q3 2015 | 9 |
Frontier Wealth Management LLC | 9 | 9 | 0.03% | 0.12% | 0.19% | Q1 2016 | Q1 2018 | 9 |
WOLVERINE TRADING, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.24% | 0.58% | 0.75% | Q4 2015 | Q4 2017 | 9 |
Private Advisor Group, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q1 2018 | 9 |
Asset Dedication, LLC | 9 | 9 | 1.08% | 1.44% | 1.95% | Q4 2015 | Q4 2017 | 9 |
ProVise Management Group, LLC | 9 | 9 | 0.05% | 0.12% | 0.15% | Q1 2016 | Q1 2018 | 9 |
Barnett & Company, Inc. | 9 | 9 | 0.01% | 0.07% | 0.10% | Q1 2016 | Q1 2018 | 9 |
COURIER CAPITAL LLC | 9 | 9 | 0.09% | 0.28% | 0.39% | Q1 2016 | Q1 2018 | 9 |
Sigma Planning Corp | 8 | 8 | 0.06% | 0.08% | 0.09% | Q2 2016 | Q1 2018 | 8 |
Financial Architects, Inc | 8 | 8 | 0.00% | 0.10% | 0.17% | Q1 2016 | Q4 2017 | 8 |
FCA CORP /TX | 8 | 8 | 0.31% | 1.57% | 1.88% | Q1 2016 | Q4 2017 | 8 |
Buffington Mohr McNeal | 8 | 8 | 0.28% | 0.62% | 1.29% | Q1 2016 | Q4 2017 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 8 | 0.04% | 0.07% | 0.09% | Q1 2016 | Q4 2017 | 8 |
MSI Financial Services Inc | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2016 | 8 |
Smithfield Trust Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Camelot Portfolios, LLC | 8 | 8 | 0.12% | 0.44% | 0.75% | Q2 2016 | Q1 2018 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
Janney Montgomery Scott LLC | 7 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2018 | 8 |
BENEDICT FINANCIAL ADVISORS INC | 8 | 8 | 0.13% | 0.27% | 0.62% | Q2 2016 | Q1 2018 | 8 |
NewSquare Capital LLC | 7 | 7 | 0.01% | 2.70% | 5.55% | Q2 2013 | Q4 2014 | 7 |
GIRARD SECURITIES, INC. | 7 | 7 | 0.17% | 0.30% | 0.35% | Q4 2015 | Q2 2017 | 7 |
Private Vista, LLC | 7 | 7 | 0.29% | 1.56% | 2.22% | Q2 2016 | Q4 2017 | 7 |
Prospera Financial Services Inc | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2017 | 7 |
VSR Financial Services, Inc. | 7 | 7 | 0.03% | 0.06% | 0.09% | Q3 2014 | Q1 2016 | 7 |
MILLIE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.22% | 0.68% | 0.83% | Q2 2016 | Q4 2017 | 7 |
RETIREMENT INCOME SOLUTIONS, INC | 6 | 6 | 0.30% | 0.32% | 0.34% | Q4 2017 | Q1 2019 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
First Command Financial Services, Inc. | 6 | 6 | 0.34% | 3.01% | 4.12% | Q4 2016 | Q1 2018 | 6 |
Verity & Verity, LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2016 | Q3 2017 | 6 |
Pacific Wealth Strategies Group, Inc. | 6 | 6 | 0.65% | 0.80% | 1.04% | Q4 2016 | Q1 2018 | 6 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2015 | 6 |
Leicht Financial Planning & Wealth Management, Inc. | 6 | 6 | 0.17% | 0.36% | 0.81% | Q4 2016 | Q1 2018 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.57% | 0.63% | 0.70% | Q4 2016 | Q1 2018 | 6 |
Aspen Investment Management Inc | 6 | 6 | 1.81% | 2.04% | 2.68% | Q4 2016 | Q1 2018 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 6 |
First Command Bank | 6 | 6 | 2.44% | 3.60% | 4.17% | Q4 2016 | Q1 2018 | 6 |
Ironwood Wealth Management, LLC. | 6 | 6 | 0.00% | 9.26% | 19.12% | Q2 2018 | Q3 2019 | 6 |
SPINNAKER TRUST | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q1 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Northwest Quadrant Wealth Management, LLC | 6 | 6 | 3.72% | 3.99% | 4.12% | Q4 2016 | Q1 2018 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.19% | 0.28% | 0.40% | Q4 2016 | Q1 2018 | 6 |
First Fiduciary Investment Counsel, Inc. | 3 | 1 | 0.09% | 0.27% | 0.45% | Q4 2014 | Q4 2017 | 6 |
Avantax Planning Partners, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Stratos Wealth Partners, LTD. | 4 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2017 | 6 |
Fusion Family Wealth LLC | 5 | 5 | 0.50% | 1.82% | 3.72% | Q4 2016 | Q4 2017 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q1 2018 | 5 |
BB&T SECURITIES, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q1 2018 | 5 |
Whitegate Investment Counselors, Inc. | 5 | 5 | 0.06% | 0.06% | 0.08% | Q1 2017 | Q1 2018 | 5 |
PRING TURNER CAPITAL GROUP INC | 5 | 5 | 3.48% | 3.67% | 3.88% | Q4 2016 | Q4 2017 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 5 |
JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
SNS Financial Group, LLC | 5 | 5 | 1.58% | 2.03% | 2.57% | Q1 2017 | Q1 2018 | 5 |
Eagle Capital Management, LLC | 5 | 5 | 1.42% | 1.54% | 1.79% | Q1 2017 | Q1 2018 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
SFE Investment Counsel | 5 | 5 | 0.42% | 0.64% | 0.75% | Q4 2016 | Q4 2017 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q4 2017 | 5 |
Catalyst Capital Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 5 |
Mirador Capital Partners LP | 5 | 5 | 0.67% | 0.94% | 1.28% | Q4 2016 | Q4 2017 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2016 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
CMH Wealth Management LLC | 3 | 2 | 1.53% | 2.50% | 4.85% | Q4 2016 | Q1 2018 | 5 |
Perigon Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q4 2017 | 5 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q4 2017 | 4 |
Bridgeworth, LLC | 3 | 1 | 0.17% | 0.34% | 0.41% | Q4 2016 | Q1 2018 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Well Done, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q1 2017 | Q4 2017 | 4 |
COLONY GROUP LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q3 2015 | Q3 2017 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2018 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 1 | 0.23% | 0.27% | 0.31% | Q2 2016 | Q4 2017 | 4 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.58% | 2.05% | Q2 2017 | Q1 2018 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q4 2017 | 4 |
ADVISORS MANAGEMENT GROUP INC /ADV | 4 | 4 | 2.93% | 3.08% | 3.22% | Q2 2017 | Q1 2018 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.12% | 0.21% | 0.33% | Q2 2017 | Q1 2018 | 4 |
TOWER TRUST Co | 4 | 4 | 0.17% | 0.20% | 0.25% | Q2 2013 | Q1 2014 | 4 |
StrategIQ Financial Group, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2016 | Q3 2017 | 4 |
Ironsides Asset Advisors, LLC | 4 | 4 | 0.20% | 0.44% | 0.86% | Q1 2017 | Q4 2017 | 4 |
CITIGROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
DAVIS R M INC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q1 2018 | 3 |
COMMUNITY FINANCIAL SYSTEM, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 3 |
First Capital Advisors Group, LLC. | 3 | 3 | 0.16% | 0.18% | 0.19% | Q3 2017 | Q1 2018 | 3 |
Strategic Financial Services, Inc, | 2 | 1 | 0.37% | 0.38% | 0.39% | Q4 2017 | Q3 2018 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2016 | 3 |
WESPAC Advisors, LLC | 2 | 1 | 0.23% | 0.25% | 0.28% | Q4 2016 | Q3 2017 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 3 |
MCF Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
FMA ADVISORY INC | 2 | 1 | 0.64% | 0.84% | 0.96% | Q1 2017 | Q1 2018 | 3 |
FC Advisory LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2017 | Q1 2018 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Bison Wealth, LLC | 2 | 2 | 0.51% | 0.53% | 0.54% | Q1 2015 | Q2 2015 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Brouwer & Janachowski, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Monument Capital Management | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2017 | Q1 2018 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Virtu Financial LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2017 | Q4 2017 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2015 | Q1 2018 | 2 |
Paulson Wealth Management Inc. | 2 | 2 | 0.94% | 0.99% | 1.05% | Q4 2017 | Q1 2018 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 5.51% | 5.52% | 5.54% | Q4 2017 | Q1 2018 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 2.15% | 2.40% | 2.65% | Q1 2015 | Q2 2015 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.73% | 0.75% | 0.78% | Q4 2017 | Q1 2018 | 2 |
American Portfolios Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Denver PWM, LLC | 2 | 2 | 0.86% | 0.90% | 0.94% | Q3 2017 | Q4 2017 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 1.45% | 1.52% | 1.59% | Q4 2014 | Q1 2015 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2016 | 2 |
ORSER CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.06% | 1.13% | 1.20% | Q4 2017 | Q1 2018 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Glenview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Friedenthal Financial | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2018 | Q4 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Gradient Capital Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2017 | Q4 2017 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
VECTOR WEALTH MANAGEMENT, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2016 | Q4 2016 | 1 |
Goodman Financial Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
COHEN LAWRENCE B | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2017 | Q4 2017 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Castleview Partners, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2018 | Q1 2018 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | 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.