Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Atria Investments, Inc | 18 | 18 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q3 2017 | 18 |
Freedom Investment Management, Inc. | 17 | 1 | 0.04% | 0.10% | 0.18% | Q1 2013 | Q3 2017 | 18 |
PARK NATIONAL CORP /OH/ | 18 | 18 | 0.02% | 0.12% | 0.19% | Q3 2013 | Q4 2017 | 18 |
AMERIPRISE FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
NEW ENGLAND ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Legacy Private Trust Co. | 18 | 18 | 0.04% | 0.37% | 0.54% | Q2 2013 | Q3 2017 | 18 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
GUGGENHEIM CAPITAL LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18 | 18 | 0.28% | 0.52% | 0.68% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2017 | 18 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 18 | 18 | 1.67% | 1.93% | 2.29% | Q2 2013 | Q3 2017 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2017 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q3 2017 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Evanston Investments, Inc., dba Evanston Advisors | 18 | 18 | 2.99% | 4.73% | 5.50% | Q2 2013 | Q3 2017 | 18 |
COURIER CAPITAL LLC | 18 | 18 | 0.28% | 1.02% | 1.44% | Q2 2013 | Q3 2017 | 18 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 18 | 18 | 0.17% | 0.38% | 0.46% | Q2 2013 | Q3 2017 | 18 |
Capital Advisors, Ltd. LLC | 17 | 17 | 0.00% | 0.20% | 0.29% | Q4 2013 | Q4 2017 | 17 |
Smithfield Trust Co | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2017 | 17 |
Gradient Investments LLC | 17 | 17 | 0.00% | 0.32% | 0.65% | Q2 2013 | Q2 2017 | 17 |
EASTERN BANK | 17 | 17 | 0.03% | 0.40% | 0.76% | Q3 2013 | Q3 2017 | 17 |
Ashfield Capital Partners, LLC | 17 | 17 | 0.02% | 0.09% | 0.18% | Q3 2013 | Q3 2017 | 17 |
CIBC BANK USA | 16 | 16 | 0.03% | 0.10% | 0.14% | Q2 2013 | Q1 2017 | 16 |
DAVENPORT & Co LLC | 16 | 16 | 0.01% | 0.31% | 0.43% | Q4 2013 | Q3 2017 | 16 |
SMITH, MOORE & CO. | 16 | 16 | 0.11% | 0.22% | 0.30% | Q4 2013 | Q3 2017 | 16 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2017 | 15 |
Winfield Associates, Inc. | 15 | 15 | 0.01% | 0.08% | 0.20% | Q1 2014 | Q3 2017 | 15 |
MADISON INVESTMENT HOLDINGS INC | 11 | 4 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2017 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15 | 15 | 0.02% | 0.07% | 0.19% | Q1 2014 | Q3 2017 | 15 |
FCG ADVISORS, LLC | 12 | 3 | 0.13% | 0.75% | 1.23% | Q4 2013 | Q3 2017 | 15 |
Linscomb Wealth, Inc. | 15 | 15 | 0.48% | 0.73% | 0.96% | Q2 2013 | Q4 2016 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2017 | 15 |
ATWOOD & PALMER INC | 14 | 14 | 0.21% | 0.97% | 1.51% | Q2 2014 | Q3 2017 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.00% | 0.49% | 1.71% | Q2 2013 | Q3 2016 | 14 |
Confluence Wealth Management LLC | 14 | 14 | 0.22% | 0.45% | 0.73% | Q1 2014 | Q2 2017 | 14 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14 | 14 | 0.06% | 2.11% | 4.39% | Q2 2013 | Q3 2016 | 14 |
LINCOLN NATIONAL CORP | 14 | 14 | 0.04% | 0.08% | 0.12% | Q2 2014 | Q3 2017 | 14 |
Parasol Investment Management, LLC | 14 | 14 | 0.72% | 0.93% | 1.16% | Q3 2013 | Q4 2016 | 14 |
Courage Miller Partners, LLC | 14 | 14 | 0.91% | 1.15% | 1.48% | Q2 2014 | Q3 2017 | 14 |
Raub Brock Capital Management LP | 13 | 13 | 0.97% | 1.25% | 2.32% | Q4 2013 | Q4 2016 | 13 |
IFP Advisors, Inc | 6 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q2 2021 | 13 |
Capital Advantage, Inc. | 13 | 13 | 7.06% | 12.49% | 18.28% | Q4 2013 | Q4 2016 | 13 |
Vigilant Capital Management, LLC | 13 | 13 | 0.26% | 1.33% | 1.80% | Q3 2014 | Q3 2017 | 13 |
Raymond James Financial Services Advisors, Inc. | 12 | 1 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2017 | 13 |
Carnegie Capital Asset Management, LLC | 13 | 13 | 0.32% | 0.53% | 0.86% | Q3 2014 | Q3 2017 | 13 |
HighTower Advisors, LLC | 8 | 5 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q2 2017 | 13 |
Prospera Financial Services Inc | 13 | 13 | 0.04% | 0.06% | 0.07% | Q3 2014 | Q3 2017 | 13 |
First Personal Financial Services | 12 | 12 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q3 2017 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 12 |
Advisors Preferred, LLC | 12 | 12 | 0.93% | 1.32% | 1.76% | Q4 2014 | Q3 2017 | 12 |
Stratos Wealth Partners, LTD. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2017 | 12 |
CITIGROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Vantage Investment Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 12 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2017 | 12 |
UBS Group AG | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2017 | 12 |
Parallax Volatility Advisers, L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.00% | 0.25% | 0.56% | Q4 2014 | Q3 2017 | 12 |
JNBA Financial Advisors | 10 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 12 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q4 2015 | 11 |
Ironwood Financial, llc | 7 | 4 | 0.14% | 4.52% | 10.50% | Q4 2014 | Q3 2017 | 11 |
Sigma Planning Corp | 11 | 11 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q3 2017 | 11 |
Buffington Mohr McNeal | 11 | 11 | 0.57% | 1.33% | 1.88% | Q4 2014 | Q2 2017 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.00% | 0.11% | 0.16% | Q1 2015 | Q3 2017 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 11 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.07% | 0.39% | Q3 2013 | Q2 2017 | 11 |
Apriem Advisors | 11 | 11 | 0.12% | 6.18% | 22.52% | Q1 2015 | Q3 2017 | 11 |
Frontier Wealth Management LLC | 11 | 11 | 0.14% | 0.29% | 0.37% | Q4 2014 | Q2 2017 | 11 |
Motley Fool Wealth Management, LLC | 11 | 11 | 2.00% | 2.40% | 2.67% | Q1 2015 | Q3 2017 | 11 |
Legacy Capital Partners, Inc. | 11 | 11 | 0.12% | 0.15% | 0.18% | Q4 2014 | Q2 2017 | 11 |
NEXT Financial Group, Inc | 9 | 1 | 0.01% | 0.03% | 0.09% | Q2 2014 | Q3 2017 | 10 |
First Fiduciary Investment Counsel, Inc. | 8 | 1 | 0.09% | 0.36% | 0.49% | Q3 2013 | Q3 2017 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.04% | 0.08% | 0.11% | Q4 2013 | Q1 2016 | 10 |
HARVEST CAPITAL MANAGEMENT INC | 10 | 10 | 0.08% | 0.20% | 0.40% | Q1 2015 | Q2 2017 | 10 |
Marquette Asset Management, LLC | 10 | 10 | 0.09% | 0.15% | 0.22% | Q2 2014 | Q3 2016 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.00% | 0.04% | 0.12% | Q2 2015 | Q3 2017 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 10 |
East Coast Asset Management, LLC. | 10 | 10 | 0.15% | 0.20% | 0.26% | Q2 2013 | Q3 2015 | 10 |
SYNOVUS FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
Trust Co | 9 | 9 | 0.04% | 0.06% | 0.10% | Q1 2015 | Q1 2017 | 9 |
SPINNAKER TRUST | 9 | 9 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q1 2017 | 9 |
Baird Financial Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
1834 INVESTMENT ADVISORS CO | 9 | 9 | 0.07% | 0.45% | 0.70% | Q3 2015 | Q3 2017 | 9 |
GHP Investment Advisors, Inc. | 9 | 9 | 0.10% | 0.15% | 0.20% | Q3 2015 | Q3 2017 | 9 |
FineMark National Bank & Trust | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q3 2017 | 9 |
Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.01% | 0.03% | 0.10% | Q3 2015 | Q3 2017 | 9 |
PacWest Financial Management Inc | 6 | 3 | 0.15% | 0.63% | 1.41% | Q3 2013 | Q1 2016 | 9 |
Private Advisor Group, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2017 | 9 |
Lehman Financial Resources, Inc. | 9 | 9 | 0.03% | 0.05% | 0.05% | Q3 2013 | Q3 2015 | 9 |
AVIANCE CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.34% | 0.46% | Q4 2015 | Q4 2017 | 9 |
Cambridge Advisors Inc. | 9 | 9 | 0.15% | 0.19% | 0.24% | Q3 2015 | Q3 2017 | 9 |
CADENCE BANK NA | 8 | 8 | 0.21% | 0.24% | 0.30% | Q2 2013 | Q1 2015 | 8 |
Asset Dedication, LLC | 8 | 8 | 1.37% | 1.75% | 2.51% | Q4 2015 | Q3 2017 | 8 |
Bluefin Trading, LLC | 3 | 1 | 0.05% | 0.18% | 0.51% | Q2 2013 | Q1 2016 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.24% | 0.36% | 0.42% | Q2 2015 | Q1 2017 | 8 |
VECTOR WEALTH MANAGEMENT, LLC | 8 | 8 | 0.32% | 1.86% | 2.62% | Q1 2015 | Q4 2016 | 8 |
Leisure Capital Management | 8 | 8 | 0.81% | 0.91% | 0.97% | Q4 2014 | Q3 2016 | 8 |
RPg Family Wealth Advisory, LLC | 8 | 8 | 0.32% | 1.34% | 2.25% | Q4 2015 | Q3 2017 | 8 |
Bison Wealth, LLC | 7 | 7 | 0.16% | 0.19% | 0.25% | Q1 2015 | Q3 2016 | 7 |
Financial Architects, Inc | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2016 | Q3 2017 | 7 |
TCTC Holdings, LLC | 7 | 7 | 0.06% | 0.07% | 0.10% | Q1 2016 | Q3 2017 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.62% | 0.95% | 1.42% | Q4 2015 | Q2 2017 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Janney Montgomery Scott LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 7 |
Neuberger Berman Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
Ken Stern & Associates, Inc. | 7 | 7 | 0.21% | 0.29% | 0.51% | Q1 2016 | Q3 2017 | 7 |
TELEMUS CAPITAL, LLC | 6 | 1 | 0.03% | 0.03% | 0.06% | Q3 2015 | Q3 2017 | 7 |
Barnett & Company, Inc. | 7 | 7 | 0.08% | 1.10% | 2.56% | Q1 2016 | Q3 2017 | 7 |
Advocacy Wealth Management Services, LLC | 7 | 7 | 0.01% | 0.09% | 0.38% | Q1 2016 | Q3 2017 | 7 |
Madden Advisory Services, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 7 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2015 | 6 |
Private Vista, LLC | 6 | 6 | 0.33% | 0.66% | 1.11% | Q2 2016 | Q3 2017 | 6 |
Perigon Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2017 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Saba Capital Management, L.P. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q2 2015 | 6 |
GIRARD SECURITIES, INC. | 6 | 6 | 0.28% | 0.31% | 0.34% | Q4 2015 | Q1 2017 | 6 |
US BANCORP \DE\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Creative Planning | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 6 |
WOLVERINE TRADING, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2017 | 6 |
Sargent Bickham Lagudis LLC | 4 | 2 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q3 2017 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Citadel Advisors | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2017 | 6 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.21% | 0.39% | Q2 2013 | Q2 2014 | 5 |
BerganKDV Wealth Management, LLC | 5 | 5 | 3.81% | 5.72% | 6.56% | Q1 2016 | Q1 2017 | 5 |
Ameritas Investment Partners, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2017 | 5 |
COOKSON PEIRCE & CO INC | 5 | 5 | 0.34% | 0.37% | 0.39% | Q3 2015 | Q3 2016 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 5 | 5 | 0.30% | 0.32% | 0.35% | Q4 2016 | Q4 2017 | 5 |
Spectrum Asset Management, Inc. (NB/CA) | 5 | 5 | 1.67% | 1.97% | 2.26% | Q4 2014 | Q4 2015 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.23% | 0.47% | 1.08% | Q2 2013 | Q2 2014 | 5 |
Ancora Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q3 2016 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 2.15% | 2.62% | 2.96% | Q4 2016 | Q4 2017 | 5 |
RAYMOND JAMES & ASSOCIATES | 3 | 1 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q3 2017 | 5 |
First Command Bank | 5 | 5 | 2.15% | 2.58% | 2.77% | Q4 2016 | Q4 2017 | 5 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 5 | 5 | 0.21% | 3.04% | 5.18% | Q3 2016 | Q3 2017 | 5 |
COLONY GROUP LLC | 2 | 1 | 0.03% | 0.06% | 0.11% | Q3 2014 | Q3 2017 | 5 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.07% | 0.11% | 0.18% | Q1 2017 | Q3 2017 | 4 |
SUNTRUST BANKS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 4 |
TOWER TRUST Co | 4 | 4 | 0.14% | 0.19% | 0.21% | Q2 2013 | Q1 2014 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q3 2017 | 4 |
WESPAC Advisors, LLC | 4 | 4 | 0.24% | 0.28% | 0.33% | Q4 2016 | Q3 2017 | 4 |
Leicht Financial Planning & Wealth Management, Inc. | 4 | 4 | 0.18% | 0.76% | 1.76% | Q4 2016 | Q3 2017 | 4 |
BRR OpCo, LLC | 4 | 4 | 0.41% | 0.42% | 0.42% | Q2 2016 | Q1 2017 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.10% | 0.14% | 0.19% | Q4 2016 | Q3 2017 | 4 |
Northwest Quadrant Wealth Management, LLC | 4 | 4 | 1.33% | 2.09% | 2.44% | Q4 2016 | Q3 2017 | 4 |
Winch Advisory Services, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 4 |
ProVise Management Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2015 | Q2 2016 | 4 |
Ruggie Capital Group | 4 | 4 | 0.09% | 0.38% | 0.51% | Q4 2014 | Q3 2015 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 4 |
CAPITAL ADVISORS INC/OK | 4 | 4 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q3 2017 | 4 |
WBI INVESTMENTS, LLC | 4 | 4 | 0.14% | 0.27% | 0.61% | Q3 2014 | Q2 2015 | 4 |
SFE Investment Counsel | 4 | 4 | 0.88% | 0.90% | 0.94% | Q4 2016 | Q3 2017 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 0.82% | 0.97% | 1.17% | Q4 2016 | Q3 2017 | 4 |
Parallel Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Mirador Capital Partners LP | 4 | 4 | 0.47% | 0.52% | 0.59% | Q4 2016 | Q3 2017 | 4 |
Financial Advisory Group | 4 | 4 | 0.28% | 0.33% | 0.36% | Q4 2013 | Q3 2014 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Hudock, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Fusion Family Wealth LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2017 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q4 2013 | 3 |
GOLDMAN SACHS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.25% | 1.08% | 2.42% | Q4 2014 | Q2 2015 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.10% | 0.51% | 0.77% | Q1 2017 | Q3 2017 | 3 |
FC Advisory LLC | 3 | 3 | 0.29% | 0.30% | 0.30% | Q3 2016 | Q1 2017 | 3 |
INSIGHT 2811, INC. | 3 | 3 | 0.11% | 0.12% | 0.14% | Q4 2015 | Q2 2016 | 3 |
SNS Financial Group, LLC | 3 | 3 | 0.49% | 0.64% | 0.81% | Q1 2017 | Q3 2017 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q3 2017 | 3 |
Columbia Asset Management | 2 | 1 | 0.04% | 0.07% | 0.08% | Q4 2014 | Q4 2016 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2017 | 3 |
Bridgeworth, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2016 | Q2 2017 | 3 |
RiverFront Investment Group, LLC | 3 | 3 | 1.58% | 1.67% | 1.71% | Q2 2015 | Q4 2015 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 3 |
WINTRUST INVESTMENTS LLC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q2 2016 | Q3 2017 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 2 |
PARSONS CAPITAL MANAGEMENT INC/RI | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 1.76% | 1.77% | 1.77% | Q4 2014 | Q1 2015 | 2 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 2 |
Fusion Investment Group, LLC | 2 | 2 | 0.29% | 0.30% | 0.30% | Q4 2013 | Q1 2014 | 2 |
Evensky & Katz LLC | 2 | 2 | 0.01% | 0.12% | 0.23% | Q1 2016 | Q2 2016 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q1 2016 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2014 | Q3 2014 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q3 2016 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2016 | Q2 2016 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Virtu Financial LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2017 | Q3 2017 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2014 | Q3 2014 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2013 | Q4 2013 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Denver PWM, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2017 | Q3 2017 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2016 | Q2 2016 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 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.