Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2020 | 27 |
Gradient Investments LLC | 22 | 22 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2018 | 22 |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
AMG National Trust Bank | 22 | 22 | 0.40% | 0.91% | 1.88% | Q2 2013 | Q3 2018 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
GUGGENHEIM CAPITAL LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
BANK OF MONTREAL /CAN/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
ASSOCIATED BANC-CORP | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2018 | 22 |
Creative Planning | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
BlackRock Finance, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 19 |
Vigilant Capital Management, LLC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 19 |
JPMORGAN CHASE & CO | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 17 |
GLENMEDE TRUST CO NA | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
UBS Group AG | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 16 |
Parallax Volatility Advisers, L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
WELLINGTON MANAGEMENT GROUP LLP | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 14 |
ASA Gold & Precious Metals Ltd | 14 | 14 | 0.58% | 1.46% | 1.74% | Q2 2013 | Q3 2016 | 14 |
FIFTH THIRD BANCORP | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 14 |
CREDIT SUISSE AG/ | 12 | 2 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2016 | 14 |
Advisory Services Network, LLC | 7 | 6 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2018 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2017 | 13 |
LPL Financial LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 13 |
Virtu Financial LLC | 4 | 1 | 0.04% | 0.18% | 0.55% | Q2 2013 | Q3 2018 | 13 |
Freedom Investment Management, Inc. | 11 | 1 | 0.01% | 0.03% | 0.07% | Q1 2013 | Q4 2018 | 12 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 7 | 2 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q2 2018 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
D'Orazio & Associates, Inc. | 12 | 12 | 0.01% | 1.29% | 2.87% | Q4 2013 | Q3 2016 | 12 |
Richard C. Young & CO., LTD. | 12 | 12 | 1.32% | 2.59% | 3.53% | Q2 2013 | Q1 2016 | 12 |
HighTower Advisors, LLC | 8 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2017 | 12 |
U S GLOBAL INVESTORS INC | 9 | 1 | 0.01% | 0.42% | 1.19% | Q2 2013 | Q3 2016 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Mirae Asset Global Investments Co., Ltd. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2018 | 11 |
Gemmer Asset Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2021 | 11 |
EnTrustPermal Management LLC | 11 | 11 | 0.05% | 3.68% | 5.31% | Q2 2013 | Q4 2015 | 11 |
Orbitronix, LP | 7 | 1 | 0.25% | 2.42% | 5.37% | Q4 2013 | Q4 2016 | 11 |
United Asset Strategies, Inc. | 5 | 2 | 0.13% | 0.56% | 1.36% | Q2 2013 | Q2 2016 | 11 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 10 | 10 | 0.55% | 0.84% | 1.07% | Q2 2013 | Q3 2015 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
SPROTT INC. | 9 | 1 | 0.06% | 0.14% | 0.26% | Q2 2013 | Q1 2018 | 10 |
IFP Advisors, Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 |
MUFG Americas Holdings Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2015 | 10 |
RAYMOND JAMES & ASSOCIATES | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 10 |
STIFEL FINANCIAL CORP | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 10 |
Asset Planning Services, Ltd. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
STALEY CAPITAL ADVISERS INC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 9 |
Evanson Asset Management, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q1 2018 | 9 |
Anson Funds Management LP | 9 | 9 | 0.06% | 0.32% | 1.65% | Q4 2014 | Q4 2016 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2016 | 9 |
Compagnie Lombard Odier SCmA | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2016 | 9 |
Intellectus Partners, LLC | 8 | 8 | 0.14% | 0.19% | 0.26% | Q4 2016 | Q3 2018 | 8 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 8 | 8 | 0.42% | 0.60% | 1.16% | Q2 2013 | Q1 2015 | 8 |
US BANCORP \DE\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 8 |
INGALLS & SNYDER LLC | 6 | 2 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2018 | 8 |
Vantage Investment Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2015 | 8 |
GOLDMAN SACHS GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q1 2014 | 8 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
SEI INVESTMENTS CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Polianta Ltd | 7 | 7 | 1.12% | 3.15% | 4.64% | Q4 2016 | Q2 2018 | 7 |
Joel Isaacson & Co., LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
NewSquare Capital LLC | 7 | 7 | 0.00% | 0.53% | 0.77% | Q2 2013 | Q4 2014 | 7 |
Daiwa Securities Group Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 7 |
Regal Investment Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2015 | 7 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Hudock, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Baker Ellis Asset Management LLC | 6 | 6 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2014 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.02% | 0.04% | 0.04% | Q2 2017 | Q3 2018 | 6 |
ROBERTS GLORE & CO INC /IL/ | 6 | 6 | 0.16% | 0.22% | 0.28% | Q2 2013 | Q3 2014 | 6 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 6 |
Aristotle Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Cambrian Capital Limited Partnership | 6 | 6 | 0.40% | 0.60% | 0.73% | Q2 2013 | Q3 2014 | 6 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
NOMURA HOLDINGS INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2014 | 5 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2018 | 5 |
Invesco Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2018 | 5 |
Clal Insurance Enterprises Holdings Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 5 |
ARS Investment Partners, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2017 | 5 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2018 | 5 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Employees Retirement System of Texas | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
NEXT Financial Group, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2016 | 4 |
Bienville Capital Management, LLC | 4 | 4 | 0.03% | 0.10% | 0.15% | Q4 2017 | Q3 2018 | 4 |
LOOMIS SAYLES & CO L P | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Vanguard Capital Wealth Advisors | 4 | 4 | 0.66% | 1.56% | 2.42% | Q4 2017 | Q3 2018 | 4 |
Harfst & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
American Portfolios Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 4 |
Fiduciary Trust Co International of Pennsylvania | 3 | 1 | 0.02% | 0.10% | 0.13% | Q2 2017 | Q3 2018 | 4 |
Paloma Partners Management Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
WEXFORD CAPITAL LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
MILLIE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.34% | 0.55% | 0.71% | Q4 2014 | Q2 2015 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
CIBC Private Wealth Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Hemenway Trust Co LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2013 | Q3 2013 | 3 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Artemis Investment Management LLP | 3 | 3 | 1.00% | 1.14% | 1.32% | Q3 2014 | Q1 2015 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.12% | 2.73% | 4.06% | Q2 2013 | Q4 2013 | 3 |
Financial Advantage, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q2 2014 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2016 | Q2 2017 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Commonwealth Equity Services, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 3 |
Manatuck Hill Partners, LLC | 2 | 2 | 0.40% | 0.52% | 0.65% | Q2 2016 | Q3 2016 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Stifel Trust Company, N.A. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q3 2013 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2015 | Q2 2015 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q2 2016 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2014 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Visium Asset Management, LP | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Ionic Capital Management LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q3 2015 | Q4 2015 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
1919 Investment Counsel, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Ruggie Capital Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.28% | 0.33% | 0.38% | Q4 2017 | Q1 2018 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 2.44% | 2.56% | 2.68% | Q2 2016 | Q3 2016 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Trellus Management Company, LLC | 1 | 1 | 0.37% | 0.53% | 0.69% | Q2 2015 | Q4 2016 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 2 |
Geologic Resource Partners, LLC | 2 | 2 | 8.64% | 9.04% | 9.44% | Q2 2013 | Q3 2013 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2014 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
ARROWGRASS CAPITAL PARTNERS LLP | 2 | 2 | 0.28% | 0.77% | 1.25% | Q1 2015 | Q2 2015 | 2 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2015 | Q2 2015 | 1 |
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q2 2013 | Q2 2013 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2013 | Q4 2013 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Sageworth Trust Co | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2017 | Q4 2017 | 1 |
Benchmark Capital Advisors | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2016 | Q2 2016 | 1 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TFG Asset Management GP Ltd | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2015 | Q3 2015 | 1 |
Peachtree Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
SCHARF INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MILLER VALUE PARTNERS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2018 | Q3 2018 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2017 | Q1 2017 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Greylin Investment Management, Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own ETFS PLATINUM TR or have owned ETFS PLATINUM TR in the past.