Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q2 2018 | 21 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Gradient Investments LLC | 20 | 20 | 0.06% | 0.19% | 0.48% | Q2 2013 | Q1 2018 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Evanston Investments, Inc., dba Evanston Advisors | 20 | 20 | 2.63% | 5.72% | 10.67% | Q2 2013 | Q1 2018 | 20 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20 | 20 | 0.28% | 0.50% | 0.62% | Q2 2013 | Q1 2018 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 19 | 19 | 0.17% | 0.40% | 0.46% | Q3 2013 | Q1 2018 | 19 |
Ashfield Capital Partners, LLC | 19 | 19 | 0.09% | 0.17% | 0.31% | Q3 2013 | Q1 2018 | 19 |
EASTERN BANK | 19 | 19 | 0.04% | 0.49% | 0.77% | Q3 2013 | Q1 2018 | 19 |
Linscomb & Williams, Inc. | 19 | 19 | 0.28% | 0.57% | 0.71% | Q2 2013 | Q4 2017 | 19 |
FCA CORP /TX | 18 | 18 | 0.24% | 0.51% | 2.33% | Q3 2013 | Q4 2017 | 18 |
Raub Brock Capital Management LP | 18 | 18 | 0.74% | 1.13% | 1.34% | Q3 2013 | Q4 2017 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2018 | 18 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.05% | 0.09% | 0.13% | Q4 2013 | Q1 2018 | 18 |
Legacy Private Trust Co. | 18 | 18 | 0.05% | 0.30% | 0.46% | Q4 2013 | Q1 2018 | 18 |
Atria Investments, Inc | 17 | 17 | 0.05% | 0.10% | 0.15% | Q4 2013 | Q4 2017 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q4 2017 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2017 | 17 |
PARK NATIONAL CORP /OH/ | 17 | 17 | 0.03% | 0.10% | 0.13% | Q1 2014 | Q1 2018 | 17 |
Alexandria Capital, LLC | 17 | 17 | 0.02% | 0.05% | 0.11% | Q1 2014 | Q1 2018 | 17 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q2 2017 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.02% | 0.06% | 0.16% | Q1 2014 | Q1 2018 | 17 |
DAVENPORT & Co LLC | 16 | 16 | 0.05% | 0.23% | 0.34% | Q2 2014 | Q1 2018 | 16 |
FCG ADVISORS, LLC | 14 | 2 | 0.15% | 1.22% | 2.28% | Q1 2014 | Q1 2018 | 16 |
ATWOOD & PALMER INC | 16 | 16 | 0.40% | 1.02% | 1.52% | Q2 2014 | Q1 2018 | 16 |
HighTower Advisors, LLC | 10 | 6 | 0.03% | 0.10% | 0.21% | Q4 2013 | Q4 2017 | 16 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q2 2021 | 15 |
LINCOLN NATIONAL CORP | 15 | 15 | 0.05% | 0.09% | 0.12% | Q2 2014 | Q4 2017 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 15 |
Vigilant Capital Management, LLC | 15 | 15 | 0.04% | 0.36% | 0.60% | Q3 2014 | Q1 2018 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2018 | 15 |
BOSTON ADVISORS LLC | 9 | 6 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q1 2018 | 15 |
Capital Advantage, Inc. | 15 | 15 | 6.93% | 11.07% | 15.73% | Q2 2014 | Q4 2017 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
UBS Group AG | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 14 |
MADISON INVESTMENT HOLDINGS INC | 12 | 2 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q4 2017 | 14 |
Confluence Wealth Management LLC | 13 | 1 | 0.12% | 0.66% | 1.46% | Q2 2014 | Q4 2017 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.03% | 0.60% | 1.04% | Q4 2014 | Q1 2018 | 14 |
Community Bank, N.A. | 14 | 14 | 0.00% | 0.10% | 0.30% | Q4 2014 | Q1 2018 | 14 |
First Personal Financial Services | 14 | 14 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q1 2018 | 14 |
Financial Advisory Group | 14 | 14 | 0.13% | 0.53% | 0.82% | Q4 2014 | Q1 2018 | 14 |
Freedom Investment Management, Inc. | 14 | 14 | 0.04% | 0.12% | 0.37% | Q1 2015 | Q2 2018 | 14 |
Parasol Investment Management, LLC | 14 | 14 | 0.37% | 0.67% | 0.93% | Q3 2013 | Q4 2016 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.03% | 0.04% | 0.13% | Q4 2014 | Q1 2018 | 14 |
COURIER CAPITAL LLC | 13 | 13 | 0.33% | 0.65% | 0.92% | Q1 2015 | Q1 2018 | 13 |
Leisure Capital Management | 13 | 13 | 0.63% | 0.78% | 0.86% | Q4 2014 | Q4 2017 | 13 |
Parallax Volatility Advisers, L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 13 |
Advisors Preferred, LLC | 13 | 13 | 0.92% | 1.27% | 1.75% | Q1 2015 | Q1 2018 | 13 |
SPINNAKER TRUST | 13 | 13 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q1 2018 | 13 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2018 | 13 |
NOTTINGHAM ADVISORS, INC. | 13 | 13 | 0.11% | 1.57% | 4.02% | Q4 2014 | Q4 2017 | 13 |
Buffington Mohr McNeal | 12 | 12 | 0.30% | 1.73% | 2.13% | Q1 2015 | Q4 2017 | 12 |
FRONTIER INVESTMENT MGMT CO | 12 | 12 | 0.14% | 0.28% | 0.38% | Q1 2015 | Q4 2017 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.00% | 0.02% | 0.02% | Q2 2015 | Q1 2018 | 12 |
Motley Fool Wealth Management, LLC | 12 | 12 | 2.01% | 2.39% | 2.69% | Q1 2015 | Q4 2017 | 12 |
Bison Wealth, LLC | 12 | 12 | 0.15% | 0.20% | 0.24% | Q1 2015 | Q4 2017 | 12 |
Ironwood Financial, llc | 8 | 4 | 1.52% | 8.50% | 11.66% | Q4 2014 | Q4 2017 | 12 |
Lowe Wealth Advisors, LLC | 12 | 12 | 0.44% | 1.69% | 2.02% | Q1 2015 | Q4 2017 | 12 |
Trust Co | 12 | 12 | 0.01% | 0.20% | 1.21% | Q1 2015 | Q4 2017 | 12 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.01% | 0.06% | 0.10% | Q3 2015 | Q1 2018 | 11 |
Prospera Financial Services Inc | 11 | 11 | 0.04% | 0.06% | 0.09% | Q1 2015 | Q3 2017 | 11 |
Ledyard National Bank | 11 | 11 | 0.09% | 0.18% | 0.25% | Q3 2015 | Q1 2018 | 11 |
Carnegie Capital Asset Management, LLC | 11 | 11 | 0.04% | 0.27% | 0.47% | Q2 2015 | Q4 2017 | 11 |
First Fiduciary Investment Counsel, Inc. | 8 | 1 | 0.09% | 0.35% | 0.48% | Q3 2013 | Q4 2017 | 11 |
TELEMUS CAPITAL, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q1 2018 | 11 |
HARVEST CAPITAL MANAGEMENT INC | 11 | 11 | 0.10% | 0.21% | 0.28% | Q1 2015 | Q3 2017 | 11 |
Frontier Wealth Management LLC | 10 | 10 | 0.05% | 0.16% | 0.24% | Q4 2015 | Q1 2018 | 10 |
Private Advisor Group, LLC | 10 | 10 | 0.01% | 0.05% | 0.06% | Q4 2015 | Q1 2018 | 10 |
RPg Family Wealth Advisory, LLC | 9 | 1 | 0.04% | 0.24% | 0.54% | Q1 2016 | Q3 2018 | 10 |
Ken Stern & Associates, Inc. | 10 | 10 | 0.21% | 0.44% | 0.63% | Q1 2016 | Q2 2018 | 10 |
MSI Financial Services Inc | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2016 | 10 |
Marquette Asset Management, LLC | 10 | 10 | 0.11% | 0.17% | 0.25% | Q2 2014 | Q3 2016 | 10 |
JPMORGAN CHASE & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
1834 INVESTMENT ADVISORS CO | 10 | 10 | 0.47% | 0.72% | 0.86% | Q3 2015 | Q4 2017 | 10 |
GM Advisory Group, LLC | 10 | 10 | 0.10% | 1.63% | 3.49% | Q4 2015 | Q1 2018 | 10 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 9 | 9 | 0.07% | 1.31% | 2.33% | Q1 2016 | Q1 2018 | 9 |
Lehman Financial Resources, Inc. | 9 | 9 | 0.03% | 0.05% | 0.05% | Q3 2013 | Q3 2015 | 9 |
SG Americas Securities, LLC | 9 | 9 | 0.01% | 0.05% | 0.10% | Q1 2016 | Q1 2018 | 9 |
Janney Montgomery Scott LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 9 |
RAYMOND JAMES & ASSOCIATES | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q1 2018 | 9 |
Advisory Alpha, LLC | 7 | 2 | 0.00% | 0.52% | 0.89% | Q2 2016 | Q3 2018 | 9 |
Barnett & Company, Inc. | 9 | 9 | 0.04% | 1.34% | 3.08% | Q1 2016 | Q1 2018 | 9 |
MILLIE CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.77% | 1.12% | 1.35% | Q4 2015 | Q4 2017 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.68% | 1.07% | 1.77% | Q4 2015 | Q4 2017 | 9 |
NEXT Financial Group, Inc | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q3 2017 | 9 |
COOKSON PEIRCE & CO INC | 9 | 9 | 0.36% | 0.41% | 0.45% | Q3 2015 | Q3 2017 | 9 |
Asset Dedication, LLC | 9 | 9 | 1.21% | 1.56% | 2.13% | Q4 2015 | Q4 2017 | 9 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2018 | 8 |
Perigon Wealth Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.04% | Q2 2016 | Q1 2018 | 8 |
BENEDICT FINANCIAL ADVISORS INC | 8 | 8 | 0.14% | 0.28% | 0.69% | Q2 2016 | Q1 2018 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
BB&T SECURITIES, LLC | 5 | 3 | 0.03% | 0.07% | 0.12% | Q2 2015 | Q1 2018 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.04% | 0.07% | Q2 2014 | Q2 2017 | 8 |
Bluefin Trading, LLC | 5 | 1 | 0.03% | 0.13% | 0.32% | Q2 2013 | Q1 2016 | 8 |
WOLVERINE TRADING, LLC | 5 | 3 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q2 2018 | 8 |
Cetera Advisor Networks LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2017 | 8 |
GHP Investment Advisors, Inc. | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2015 | Q3 2017 | 8 |
Financial Architects, Inc | 8 | 8 | 0.02% | 0.12% | 0.18% | Q1 2016 | Q4 2017 | 8 |
Sigma Planning Corp | 8 | 8 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q1 2018 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
GIRARD SECURITIES, INC. | 7 | 7 | 0.18% | 0.31% | 0.36% | Q4 2015 | Q2 2017 | 7 |
Neuberger Berman Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
Stratos Wealth Partners, LTD. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.15% | 0.16% | 0.17% | Q1 2014 | Q3 2015 | 7 |
Vantage Investment Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 7 |
Advocacy Wealth Management Services, LLC | 7 | 7 | 0.01% | 0.03% | 0.15% | Q1 2016 | Q3 2017 | 7 |
Private Vista, LLC | 7 | 7 | 0.33% | 1.04% | 1.44% | Q2 2016 | Q4 2017 | 7 |
Madden Advisory Services, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 7 |
Partnervest Advisory Services LLC | 7 | 7 | 0.02% | 0.19% | 0.27% | Q1 2014 | Q3 2015 | 7 |
SYNOVUS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 7 |
Smithfield Trust Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.16% | 0.25% | 0.36% | Q4 2016 | Q1 2018 | 6 |
Fusion Investment Group, LLC | 6 | 6 | 0.04% | 0.24% | 0.35% | Q1 2014 | Q2 2015 | 6 |
First Command Financial Services, Inc. | 6 | 6 | 0.29% | 3.46% | 4.58% | Q4 2016 | Q1 2018 | 6 |
GOLDMAN SACHS GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
VSR Financial Services, Inc. | 6 | 6 | 0.03% | 0.06% | 0.08% | Q4 2014 | Q1 2016 | 6 |
Friedenthal Financial | 6 | 6 | 0.44% | 0.51% | 0.56% | Q1 2015 | Q2 2016 | 6 |
NewSquare Capital LLC | 6 | 6 | 0.01% | 1.18% | 2.04% | Q2 2013 | Q3 2014 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q1 2018 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2015 | 6 |
First Command Bank | 6 | 6 | 3.58% | 3.95% | 4.58% | Q4 2016 | Q1 2018 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.34% | 0.40% | 0.49% | Q4 2016 | Q1 2018 | 6 |
CORRADO ADVISORS, LLC | 6 | 6 | 0.16% | 0.18% | 0.18% | Q2 2017 | Q3 2018 | 6 |
Northwest Quadrant Wealth Management, LLC | 6 | 6 | 2.75% | 3.24% | 3.46% | Q4 2016 | Q1 2018 | 6 |
Argentus Capital Management, LLC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2015 | Q3 2016 | 5 |
BerganKDV Wealth Management, LLC | 5 | 5 | 7.21% | 8.17% | 8.51% | Q3 2016 | Q3 2017 | 5 |
Ancora Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 5 |
Sequoia Financial Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2017 | 5 |
SNS Financial Group, LLC | 5 | 5 | 0.84% | 1.18% | 1.41% | Q1 2017 | Q1 2018 | 5 |
Apriem Advisors | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2017 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2017 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.08% | 0.30% | Q2 2013 | Q1 2018 | 5 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q2 2017 | 5 |
Mirador Capital Partners LP | 5 | 5 | 0.61% | 0.81% | 1.09% | Q4 2016 | Q4 2017 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.28% | 0.45% | 0.70% | Q1 2017 | Q1 2018 | 5 |
SFE Investment Counsel | 5 | 5 | 0.69% | 0.71% | 0.76% | Q4 2016 | Q4 2017 | 5 |
IMA Wealth, Inc. | 5 | 5 | 0.32% | 0.40% | 0.55% | Q1 2017 | Q1 2018 | 5 |
CADENCE BANK NA | 2 | 1 | 0.11% | 0.14% | 0.20% | Q2 2013 | Q4 2017 | 5 |
Fusion Family Wealth LLC | 5 | 5 | 2.70% | 3.05% | 3.85% | Q4 2016 | Q4 2017 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2017 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 5 |
NORTHERN TRUST CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Well Done, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q1 2017 | Q4 2017 | 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 4 |
Leicht Financial Planning & Wealth Management, Inc. | 4 | 4 | 0.18% | 0.49% | 1.16% | Q4 2016 | Q3 2017 | 4 |
CAPITAL ADVISORS INC/OK | 4 | 4 | 1.40% | 2.64% | 6.22% | Q4 2016 | Q3 2017 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.05% | 0.10% | Q3 2016 | Q2 2017 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Snowden Capital Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q2 2017 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 4 | 4 | 0.01% | 0.11% | 0.21% | Q2 2017 | Q1 2018 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.06% | 0.16% | 0.23% | Q2 2017 | Q1 2018 | 4 |
ADVISORS MANAGEMENT GROUP INC /ADV | 4 | 4 | 2.33% | 2.41% | 2.54% | Q2 2017 | Q1 2018 | 4 |
VECTOR WEALTH MANAGEMENT, LLC | 4 | 4 | 0.95% | 1.88% | 3.91% | Q1 2016 | Q4 2016 | 4 |
Winch Advisory Services, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Goelzer Investment Management, Inc. | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 4 |
COLONY GROUP LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q3 2015 | Q3 2017 | 4 |
Eagle Capital Management, LLC | 3 | 3 | 0.16% | 1.01% | 1.46% | Q4 2016 | Q2 2017 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Ironsides Asset Advisors, LLC | 3 | 3 | 0.13% | 0.29% | 0.49% | Q1 2017 | Q3 2017 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
FMA ADVISORY INC | 2 | 1 | 0.16% | 0.18% | 0.20% | Q1 2017 | Q4 2017 | 3 |
RiverFront Investment Group, LLC | 3 | 3 | 1.59% | 1.67% | 1.72% | Q2 2015 | Q4 2015 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Ironwood Wealth Management, LLC. | 2 | 1 | 0.06% | 7.58% | 21.09% | Q3 2017 | Q3 2018 | 3 |
MCF Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Brouwer & Janachowski, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q3 2017 | Q1 2018 | 3 |
Bridgeworth, LLC | 3 | 3 | 0.21% | 0.24% | 0.26% | Q4 2016 | Q2 2017 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.10% | 0.49% | 0.73% | Q2 2017 | Q4 2017 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 7.13% | 7.56% | 7.87% | Q4 2014 | Q2 2015 | 3 |
Hudock, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q1 2018 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 3 |
Whitegate Investment Counselors, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q1 2018 | 3 |
DAVIS R M INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 1.77% | 1.83% | 1.90% | Q4 2014 | Q1 2015 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q4 2017 | 2 |
CMH Wealth Management LLC | 2 | 2 | 2.37% | 2.39% | 2.41% | Q4 2016 | Q1 2017 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2017 | Q3 2017 | 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% | 0.01% | 0.01% | Q1 2015 | Q1 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 6.52% | 6.52% | 6.53% | Q4 2017 | Q1 2018 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
FC Advisory LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q2 2017 | 2 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q2 2017 | 2 |
Virtu Financial LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2017 | Q4 2017 | 2 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 2 |
COMMUNITY BANK SYSTEM, INC. | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2014 | Q3 2014 | 2 |
ORSER CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.01% | 1.08% | 1.14% | Q4 2017 | Q1 2018 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2014 | Q3 2014 | 2 |
Monument Capital Management | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q1 2018 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q3 2016 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Smith & Howard Wealth Management, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q2 2017 | 2 |
Paulson Wealth Management Inc. | 2 | 2 | 1.41% | 1.46% | 1.52% | Q4 2017 | Q1 2018 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 0.20% | 0.21% | 0.23% | Q2 2017 | Q3 2017 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.52% | 0.56% | 0.60% | Q4 2017 | Q1 2018 | 2 |
American Portfolios Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Vista Private Wealth Partners. LLC | 2 | 2 | 3.92% | 3.98% | 4.04% | Q3 2017 | Q4 2017 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
RETIREMENT INCOME SOLUTIONS, INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1 | 1 | 4.10% | 4.10% | 4.10% | Q4 2017 | Q4 2017 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Goodman Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2017 | Q4 2017 | 1 |
Jefferies Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2013 | Q4 2013 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Front Row Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
East Coast Asset Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Long Wharf Investors, Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2013 | Q2 2013 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Mariner, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Gradient Capital Advisors, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2017 | Q4 2017 | 1 |
Verity & Verity, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2017 | Q3 2017 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
MUFG Americas Holdings Corp | 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 |
Horrell Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2017 | Q3 2017 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
TOWER TRUST Co | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2014 | Q1 2014 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Prism Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 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.