Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GUGGENHEIM CAPITAL LLC | 16 | 1 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q1 2018 | 24 |
WELLS FARGO & COMPANY/MN | 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 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
CITIGROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
TD Capital Management LLC | 20 | 20 | 0.01% | 2.06% | 10.36% | Q2 2013 | Q1 2018 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
CABOT WEALTH MANAGEMENT INC | 20 | 20 | 0.08% | 0.75% | 1.30% | Q2 2013 | Q1 2018 | 20 |
First Allied Advisory Services, Inc. | 19 | 19 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q4 2017 | 19 |
MONROE BANK & TRUST/MI | 19 | 19 | 0.68% | 2.54% | 4.04% | Q3 2013 | Q1 2018 | 19 |
LPL Financial LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2018 | 19 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.32% | 0.73% | 1.36% | Q4 2013 | Q1 2018 | 18 |
LAFFER TENGLER INVESTMENTS, INC. | 18 | 18 | 0.08% | 0.11% | 0.17% | Q3 2013 | Q4 2017 | 18 |
New England Private Wealth Advisors LLC | 18 | 18 | 0.73% | 2.10% | 2.48% | Q3 2013 | Q4 2017 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 3 | 0.00% | 0.13% | 0.26% | Q2 2013 | Q2 2018 | 18 |
STEEL GROVE CAPITAL ADVISORS, LLC | 13 | 5 | 0.63% | 0.98% | 1.28% | Q3 2013 | Q1 2018 | 18 |
D.A. DAVIDSON & CO. | 18 | 18 | 0.04% | 0.06% | 0.17% | Q4 2013 | Q1 2018 | 18 |
JPMORGAN CHASE & CO | 11 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 17 |
Transamerica Financial Advisors, Inc. | 9 | 8 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q1 2018 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2017 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 17 |
Buckingham Capital Management, Inc. | 17 | 17 | 1.37% | 6.40% | 10.63% | Q1 2014 | Q1 2018 | 17 |
Astor Investment Management LLC | 17 | 17 | 0.11% | 2.28% | 8.06% | Q1 2014 | Q1 2018 | 17 |
Pinnacle Advisory Group, Inc. | 11 | 2 | 0.09% | 4.06% | 8.36% | Q2 2013 | Q1 2018 | 17 |
Freedom Investment Management, Inc. | 10 | 6 | 0.04% | 0.23% | 0.54% | Q3 2013 | Q2 2018 | 16 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q2 2021 | 15 |
FCG ADVISORS, LLC | 14 | 1 | 0.23% | 0.61% | 0.88% | Q2 2014 | Q1 2018 | 15 |
Advisors Preferred, LLC | 14 | 1 | 0.32% | 1.88% | 9.25% | Q4 2013 | Q1 2018 | 15 |
Legacy Private Trust Co. | 8 | 7 | 0.04% | 0.55% | 3.21% | Q2 2013 | Q1 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Cetera Advisor Networks LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q3 2014 | Q4 2017 | 14 |
Janney Montgomery Scott LLC | 11 | 1 | 0.00% | 0.03% | 0.04% | Q3 2013 | Q1 2018 | 14 |
UBS Group AG | 14 | 14 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2018 | 14 |
VICUS CAPITAL | 14 | 14 | 0.04% | 0.11% | 0.20% | Q1 2014 | Q2 2017 | 14 |
Parallax Volatility Advisers, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
Coyle Financial Counsel LLC | 12 | 1 | 0.29% | 8.01% | 12.86% | Q4 2013 | Q1 2018 | 13 |
PARSONS CAPITAL MANAGEMENT INC/RI | 13 | 13 | 0.08% | 0.14% | 0.19% | Q1 2015 | Q1 2018 | 13 |
Neuberger Berman Group LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2018 | 13 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.38% | 1.31% | Q2 2013 | Q1 2018 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 13 |
Peak Asset Management, LLC | 13 | 13 | 0.21% | 0.63% | 0.87% | Q1 2015 | Q1 2018 | 13 |
C M BIDWELL & ASSOCIATES LTD | 13 | 13 | 0.05% | 0.29% | 0.49% | Q1 2018 | Q1 2021 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
PALLADIUM PARTNERS LLC | 10 | 2 | 0.03% | 0.14% | 0.22% | Q1 2015 | Q1 2018 | 12 |
Creative Planning | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 12 |
Virtu KCG Holdings LLC | 9 | 3 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q4 2016 | 12 |
US BANCORP \DE\ | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 12 |
Commonwealth Equity Services, Inc | 8 | 4 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2017 | 12 |
PINNACLE ASSOCIATES LTD | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2017 | 12 |
Arete Wealth Advisors, LLC | 11 | 11 | 0.16% | 0.39% | 0.55% | Q3 2015 | Q1 2018 | 11 |
RAYMOND JAMES & ASSOCIATES | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 11 |
DUNCKER STREETT & CO INC | 11 | 11 | 0.01% | 0.12% | 0.24% | Q3 2015 | Q1 2018 | 11 |
OARSMAN CAPITAL, INC. | 11 | 11 | 0.17% | 0.22% | 0.25% | Q2 2015 | Q4 2017 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q1 2018 | 11 |
JANE STREET GROUP, LLC | 6 | 2 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q1 2018 | 11 |
Raymond James Financial Services Advisors, Inc. | 8 | 2 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q1 2018 | 10 |
Weatherstone Capital Management | 7 | 3 | 0.30% | 3.22% | 19.97% | Q2 2015 | Q1 2018 | 10 |
Stratos Wealth Partners, LTD. | 10 | 10 | 0.33% | 1.27% | 1.58% | Q3 2015 | Q4 2017 | 10 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 4 | 0.03% | 0.11% | 0.28% | Q3 2014 | Q3 2017 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Partnervest Advisory Services LLC | 10 | 10 | 0.18% | 0.24% | 0.34% | Q2 2013 | Q3 2015 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.18% | 0.20% | 0.27% | Q1 2014 | Q2 2016 | 10 |
OPPENHEIMER & CO INC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q1 2018 | 10 |
Capital Analysts, LLC | 7 | 3 | 0.00% | 0.45% | 0.94% | Q2 2015 | Q1 2018 | 10 |
GRIMES & COMPANY, INC. | 10 | 10 | 0.05% | 0.16% | 0.35% | Q3 2015 | Q4 2017 | 10 |
Newfound Research LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2020 | 10 |
AlphaMark Advisors, LLC | 9 | 1 | 0.00% | 0.06% | 0.47% | Q2 2013 | Q4 2020 | 10 |
Main Management LLC | 6 | 3 | 0.03% | 0.47% | 1.61% | Q2 2014 | Q3 2017 | 9 |
WEATHERLY ASSET MANAGEMENT L. P. | 9 | 9 | 0.12% | 0.20% | 0.24% | Q1 2016 | Q1 2018 | 9 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q1 2018 | 9 |
BB&T SECURITIES, LLC | 9 | 9 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q1 2018 | 9 |
Advisor Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2018 | 8 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 8 |
Ancora Advisors LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2018 | 8 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.04% | 0.21% | Q3 2013 | Q3 2015 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Darwin Wealth Management, LLC | 8 | 8 | 0.63% | 1.01% | 1.42% | Q2 2016 | Q1 2018 | 8 |
Bruderman Asset Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 8 |
Fusion Investment Group, LLC | 7 | 7 | 0.26% | 0.29% | 0.35% | Q4 2013 | Q2 2015 | 7 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 7 | 0.02% | 0.05% | 0.06% | Q2 2016 | Q4 2017 | 7 |
Transform Wealth, LLC | 4 | 3 | 0.12% | 0.18% | 0.30% | Q2 2016 | Q1 2018 | 7 |
STIFEL FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
Sonora Investment Management, LLC | 7 | 7 | 0.01% | 0.05% | 0.14% | Q3 2019 | Q1 2021 | 7 |
Portfolio Strategies Inc | 4 | 3 | 0.74% | 5.71% | 17.84% | Q4 2013 | Q2 2017 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.31% | 3.37% | 5.44% | Q1 2014 | Q3 2015 | 7 |
WEALTHSOURCE PARTNERS, LLC | 5 | 2 | 0.10% | 0.45% | 1.28% | Q1 2016 | Q4 2017 | 7 |
Financial Architects, Inc | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2017 | 7 |
BLAIR WILLIAM & CO/IL | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Argentus Capital Management, LLC | 5 | 2 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q3 2016 | 7 |
Financial Advisory Group | 7 | 7 | 0.17% | 6.44% | 10.58% | Q3 2016 | Q1 2018 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
GOLDMAN SACHS GROUP INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2018 | 6 |
Community Bank, N.A. | 6 | 6 | 0.09% | 0.16% | 0.18% | Q4 2016 | Q1 2018 | 6 |
Venturi Wealth Management, LLC | 6 | 6 | 0.06% | 0.38% | 0.70% | Q4 2015 | Q1 2017 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.03% | 0.25% | 0.42% | Q4 2016 | Q1 2018 | 6 |
Texan Capital Management | 6 | 6 | 0.24% | 0.86% | 1.43% | Q3 2016 | Q4 2017 | 6 |
Windhaven Investment Management, Inc. | 6 | 6 | 0.64% | 0.80% | 0.90% | Q2 2013 | Q3 2014 | 6 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2017 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.18% | 0.85% | 1.42% | Q4 2016 | Q1 2018 | 6 |
Yellowstone Partners, LLC | 4 | 2 | 0.29% | 0.48% | 0.71% | Q4 2015 | Q4 2017 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2018 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Visionary Asset Management, Inc. | 3 | 1 | 0.07% | 0.13% | 0.20% | Q3 2013 | Q1 2016 | 6 |
Simplicity Solutions, LLC | 5 | 5 | 0.03% | 0.23% | 0.33% | Q4 2015 | Q4 2016 | 5 |
Private Advisor Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2018 | 5 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.07% | 0.15% | 0.25% | Q4 2015 | Q1 2018 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
DEUTSCHE BANK AG\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 5 |
Bogart Wealth, LLC | 4 | 1 | 0.02% | 0.21% | 0.41% | Q4 2016 | Q1 2018 | 5 |
Regal Investment Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 5 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q2 2018 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.07% | 0.17% | 0.39% | Q1 2017 | Q1 2018 | 5 |
WP Advisors, LLC | 5 | 5 | 0.49% | 1.24% | 1.87% | Q4 2016 | Q4 2017 | 5 |
AE Wealth Management LLC | 4 | 1 | 0.06% | 0.16% | 0.54% | Q4 2016 | Q1 2018 | 5 |
NOTTINGHAM ADVISORS, INC. | 5 | 5 | 2.34% | 2.42% | 2.51% | Q4 2016 | Q4 2017 | 5 |
Independent Portfolio Consultants, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2015 | 5 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.07% | 0.14% | Q2 2014 | Q2 2017 | 4 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q3 2013 | Q2 2014 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2018 | 4 |
Miracle Mile Advisors, LLC | 3 | 1 | 0.11% | 3.53% | 9.61% | Q3 2014 | Q4 2015 | 4 |
RPg Family Wealth Advisory, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 4 |
Institute for Wealth Management, LLC. | 3 | 1 | 0.30% | 0.52% | 0.63% | Q4 2015 | Q4 2017 | 4 |
CWH Capital Management, Inc. | 4 | 4 | 0.73% | 2.87% | 8.11% | Q2 2017 | Q1 2018 | 4 |
Proficio Capital Partners LLC | 4 | 4 | 0.00% | 0.19% | 0.44% | Q4 2015 | Q3 2016 | 4 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.03% | 0.08% | 0.15% | Q1 2017 | Q3 2017 | 4 |
Mariner, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Renaissance Technologies | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 3 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 3 |
Virtu Financial LLC | 3 | 3 | 0.01% | 0.05% | 0.10% | Q3 2017 | Q1 2018 | 3 |
Carnick & Kubik, LLC | 3 | 3 | 0.09% | 0.18% | 0.23% | Q3 2015 | Q1 2016 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.02% | 0.07% | 0.16% | Q3 2014 | Q3 2015 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.42% | 1.18% | 1.59% | Q3 2015 | Q1 2016 | 3 |
DRW Securities, LLC | 2 | 1 | 0.02% | 0.10% | 0.24% | Q2 2013 | Q2 2014 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q2 2017 | 3 |
Pinnacle Summer Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.08% | 0.12% | 0.15% | Q3 2017 | Q1 2018 | 3 |
FolioMetrix LLC | 3 | 3 | 0.16% | 0.36% | 0.57% | Q4 2014 | Q2 2015 | 3 |
RATIONAL ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Hudock, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q1 2014 | 3 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 3 |
ParenteBeard Wealth Management, LLC | 3 | 3 | 0.10% | 0.50% | 1.28% | Q2 2014 | Q4 2014 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 3 |
FMA ADVISORY INC | 2 | 1 | 0.29% | 0.32% | 0.38% | Q1 2017 | Q1 2018 | 3 |
Atria Investments, Inc | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q3 2016 | 3 |
Parallel Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.13% | 0.16% | 0.19% | Q4 2017 | Q1 2018 | 2 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q1 2018 | 2 |
DELPHI FINANCIAL GROUP, INC. | 1 | 1 | 3.24% | 4.37% | 5.50% | Q3 2016 | Q3 2017 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.05% | 0.10% | 0.15% | Q4 2014 | Q1 2015 | 2 |
Liberty Street Advisors, Inc. | 2 | 2 | 0.78% | 2.85% | 4.92% | Q3 2015 | Q4 2015 | 2 |
Risk Paradigm Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Strategic Capital Group LLC | 2 | 2 | 0.96% | 1.01% | 1.07% | Q1 2014 | Q2 2014 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
American Portfolios Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
First Capital Advisors Group, LLC. | 2 | 2 | 0.15% | 0.18% | 0.22% | Q4 2017 | Q1 2018 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.27% | 0.29% | 0.31% | Q1 2016 | Q2 2016 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.42% | 0.54% | 0.65% | Q4 2017 | Q1 2018 | 2 |
WESCAP Management Group, Inc. | 2 | 2 | 1.13% | 1.44% | 1.75% | Q4 2017 | Q1 2018 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q1 2018 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
KHP Capital, LLC | 2 | 2 | 0.01% | 0.20% | 0.40% | Q4 2017 | Q1 2018 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q2 2016 | 2 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2017 | Q1 2017 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2013 | Q2 2013 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
Jefferies Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Domani Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 10.64% | 10.64% | 10.64% | Q4 2018 | Q4 2018 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
Price Capital Management, Inc. | 1 | 1 | 4.96% | 4.96% | 4.96% | Q1 2018 | Q1 2018 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2017 | Q2 2017 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2017 | Q4 2017 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2017 | Q2 2017 | 1 |
Secrest Blakey & Associates, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2018 | Q1 2018 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Tactical Allocation Group LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2016 | Q1 2016 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2017 | Q4 2017 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2018 | Q1 2018 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 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.