Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF MONTREAL /CAN/ | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 14 |
LPL Financial LLC | 14 | 14 | 0.03% | 0.14% | 0.32% | Q2 2013 | Q3 2016 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
MSI Financial Services Inc | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 14 | 14 | 0.03% | 0.14% | 0.27% | Q2 2013 | Q3 2016 | 14 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
MOTCO | 14 | 14 | 0.22% | 0.35% | 0.45% | Q2 2013 | Q3 2016 | 14 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 14 | 0.52% | 1.02% | 1.71% | Q2 2013 | Q3 2016 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2016 | 14 |
DAVIDSON & GARRARD INC | 14 | 14 | 0.29% | 0.54% | 0.72% | Q2 2013 | Q3 2016 | 14 |
FIFTH THIRD BANCORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Salient Capital Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2016 | 14 |
COMMERCE BANK | 13 | 13 | 0.17% | 0.49% | 0.89% | Q3 2013 | Q3 2016 | 13 |
Gilman Hill Asset Management, LLC | 12 | 1 | 0.59% | 0.93% | 1.32% | Q2 2013 | Q3 2016 | 13 |
REGIONS FINANCIAL CORP | 13 | 13 | 0.02% | 0.24% | 0.58% | Q3 2013 | Q3 2016 | 13 |
BRIGHTON JONES LLC | 13 | 13 | 1.22% | 6.44% | 9.60% | Q3 2013 | Q3 2016 | 13 |
SUNTRUST BANKS INC | 13 | 13 | 0.04% | 0.18% | 0.34% | Q3 2013 | Q3 2016 | 13 |
TIEDEMANN TRUST CO | 13 | 13 | 0.51% | 2.10% | 3.73% | Q2 2013 | Q2 2016 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
BRINKER CAPITAL INC | 6 | 6 | 0.08% | 0.92% | 3.09% | Q2 2013 | Q3 2016 | 12 |
Winslow, Evans & Crocker, Inc. | 12 | 12 | 0.01% | 0.28% | 0.48% | Q4 2013 | Q3 2016 | 12 |
D.A. DAVIDSON & CO. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2016 | 12 |
MCF Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 12 |
BANK OF AMERICA CORP /DE/ | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 12 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2016 | 11 |
Creative Planning | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 11 |
CIBC Private Wealth Group, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2016 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 11 |
CREDIT SUISSE AG/ | 11 | 11 | 0.00% | 0.03% | 0.04% | Q1 2014 | Q3 2016 | 11 |
Kistler-Tiffany Companies, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2016 | 11 |
JPMORGAN CHASE & CO | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 10 |
EAGLE GLOBAL ADVISORS LLC | 10 | 10 | 0.15% | 0.35% | 0.51% | Q2 2013 | Q3 2015 | 10 |
Johnson Financial Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2016 | 10 |
Virtu Financial LLC | 5 | 2 | 0.04% | 0.17% | 0.42% | Q2 2013 | Q2 2016 | 10 |
RiverFront Investment Group, LLC | 10 | 10 | 0.80% | 1.08% | 1.57% | Q3 2012 | Q4 2014 | 10 |
Parallax Volatility Advisers, L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 10 |
OLD SECOND NATIONAL BANK OF AURORA | 10 | 10 | 0.11% | 0.53% | 1.14% | Q2 2013 | Q3 2015 | 10 |
Ancora Advisors LLC | 9 | 1 | 0.03% | 0.12% | 0.19% | Q2 2013 | Q4 2015 | 10 |
Horan Capital Advisors, LLC. | 7 | 2 | 0.20% | 5.00% | 9.03% | Q2 2013 | Q3 2015 | 9 |
IFP Advisors, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2021 | 9 |
JANE STREET GROUP, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2016 | 8 |
UBS Group AG | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2016 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.04% | 0.15% | Q4 2014 | Q3 2016 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q1 2015 | 8 |
MORGAN STANLEY | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 8 |
DEUTSCHE BANK AG\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
PNC FINANCIAL SERVICES GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 8 |
BESSEMER GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Raymond James Financial Services Advisors, Inc. | 7 | 1 | 0.06% | 0.83% | 1.13% | Q3 2013 | Q3 2015 | 8 |
Klingman & Associates, LLC | 8 | 8 | 3.20% | 5.30% | 7.38% | Q4 2014 | Q3 2016 | 8 |
INSPIRION WEALTH ADVISORS, LLC | 8 | 8 | 0.66% | 1.62% | 3.04% | Q4 2014 | Q3 2016 | 8 |
BB&T SECURITIES, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
GOLDMAN SACHS GROUP INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 7 |
Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2015 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2013 | Q3 2014 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 7 |
RAYMOND JAMES & ASSOCIATES | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Yellowstone Partners, LLC | 7 | 7 | 0.13% | 0.17% | 0.20% | Q4 2013 | Q2 2015 | 7 |
Ironsides Asset Advisors, LLC | 6 | 6 | 0.17% | 0.20% | 0.23% | Q2 2014 | Q3 2015 | 6 |
Hudock, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 6 |
Private Advisor Group, LLC | 4 | 2 | 0.01% | 0.06% | 0.14% | Q4 2013 | Q2 2015 | 6 |
Koshinski Asset Management, Inc. | 4 | 2 | 0.16% | 0.27% | 0.34% | Q4 2014 | Q3 2016 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.03% | 0.05% | 0.05% | Q3 2013 | Q4 2014 | 6 |
Mosaic Financial Partners, Inc. | 5 | 5 | 1.13% | 5.04% | 6.56% | Q3 2015 | Q3 2016 | 5 |
Kalos Management, Inc. | 4 | 4 | 0.00% | 0.53% | 0.82% | Q4 2015 | Q3 2016 | 5 |
CIBC BANK USA | 5 | 5 | 0.06% | 0.08% | 0.09% | Q1 2014 | Q1 2015 | 5 |
Horrell Capital Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q1 2015 | 5 |
Simplicity Solutions, LLC | 4 | 4 | 0.40% | 0.99% | 1.32% | Q4 2015 | Q3 2016 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2016 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
TIEDEMANN ADVISORS, LLC | 2 | 1 | 0.33% | 0.50% | 0.68% | Q4 2014 | Q3 2016 | 4 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2015 | Q3 2016 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.06% | 0.08% | 0.14% | Q3 2015 | Q2 2016 | 4 |
Richard C. Young & CO., LTD. | 4 | 4 | 0.24% | 0.43% | 0.89% | Q4 2015 | Q3 2016 | 4 |
Trust Co | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 4 |
Compagnie Lombard Odier SCmA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.07% | 0.12% | 0.16% | Q1 2016 | Q3 2016 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.14% | 0.20% | 0.24% | Q4 2014 | Q2 2015 | 3 |
US BANCORP \DE\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 2 | 1 | 0.02% | 0.07% | 0.15% | Q4 2014 | Q4 2015 | 3 |
JMG Financial Group, Ltd. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Jacobus Wealth Management, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
Integrated Wealth Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.02% | 0.07% | 0.09% | Q2 2014 | Q4 2014 | 3 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 3 |
Advisor Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Belmont Global Advisors, Inc. | 2 | 2 | 0.54% | 1.07% | 1.60% | Q1 2015 | Q2 2015 | 2 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q3 2016 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2016 | Q3 2016 | 2 |
Texas Yale Capital Corp. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Parkwood LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2014 | Q3 2014 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2015 | Q2 2015 | 1 |
Atria Investments, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2013 | Q2 2013 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SouthState Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
External links
This page lists all the filers that currently own CREDIT SUISSE NASSAU BRH or have owned CREDIT SUISSE NASSAU BRH in the past.