Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Private Ocean, LLC | 17 | 1 | 1.03% | 20.21% | 24.38% | Q4 2013 | Q4 2018 | 18 |
Newfound Research LLC | 18 | 18 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q1 2020 | 18 |
Sonora Investment Management, LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2021 | 17 |
GOLDMAN SACHS GROUP INC | 12 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q1 2016 | 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 15 |
GRIMES & COMPANY, INC. | 5 | 1 | 0.04% | 2.26% | 3.53% | Q3 2015 | Q1 2020 | 15 |
Aft, Forsyth & Sober, LLC | 15 | 15 | 0.29% | 4.84% | 19.51% | Q2 2013 | Q4 2016 | 15 |
Jaffetilchin Investment Partners, LLC | 13 | 13 | 0.86% | 1.49% | 1.93% | Q2 2013 | Q2 2016 | 13 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 12 |
INVESTMENT CENTERS OF AMERICA INC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q1 2016 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
AMERIPRISE FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 12 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q1 2016 | 12 |
MORGAN STANLEY | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
WELLS FARGO & COMPANY/MN | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 12 | 12 | 0.04% | 0.51% | 0.86% | Q2 2013 | Q1 2016 | 12 |
People's United Financial, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2016 | 12 |
LPL Financial LLC | 12 | 12 | 0.07% | 0.16% | 0.56% | Q2 2013 | Q1 2016 | 12 |
NewSquare Capital LLC | 12 | 12 | 0.04% | 0.09% | 0.24% | Q2 2013 | Q1 2016 | 12 |
Somerset Group LLC | 12 | 12 | 0.46% | 0.61% | 0.69% | Q2 2013 | Q1 2016 | 12 |
Investors Capital Advisory Services | 12 | 12 | 0.05% | 0.21% | 0.42% | Q2 2013 | Q1 2016 | 12 |
FIFTH THIRD BANCORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Richard Bernstein Advisors LLC | 12 | 12 | 1.71% | 6.65% | 12.21% | Q2 2013 | Q1 2016 | 12 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12 | 12 | 0.26% | 0.39% | 0.62% | Q2 2013 | Q1 2016 | 12 |
CITIGROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Creative Planning | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Twele Capital Management, Inc. | 12 | 12 | 0.14% | 0.21% | 0.26% | Q2 2013 | Q1 2016 | 12 |
DUNCKER STREETT & CO INC | 12 | 12 | 0.11% | 0.20% | 0.31% | Q2 2013 | Q1 2016 | 12 |
BANK OF MONTREAL /CAN/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 12 | 0.12% | 0.22% | 0.34% | Q2 2013 | Q1 2016 | 12 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.01% | 0.10% | 0.18% | Q2 2013 | Q1 2016 | 12 |
COMERICA BANK | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
FIRST TRUST ADVISORS LP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
GUGGENHEIM CAPITAL LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
US BANCORP \DE\ | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 11 |
WHITTIER TRUST CO | 11 | 11 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q1 2016 | 11 |
NATIONAL PLANNING CORP | 11 | 11 | 0.05% | 0.08% | 0.20% | Q2 2013 | Q4 2015 | 11 |
FOSTER & MOTLEY INC | 6 | 4 | 0.05% | 0.11% | 0.25% | Q2 2013 | Q2 2016 | 10 |
Tactical Allocation Group LLC | 10 | 10 | 0.20% | 0.37% | 0.56% | Q4 2013 | Q1 2016 | 10 |
BARCLAYS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Winslow, Evans & Crocker, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2016 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.10% | 1.09% | 2.41% | Q2 2013 | Q4 2015 | 10 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 9 | 9 | 0.54% | 0.72% | 0.85% | Q4 2013 | Q4 2015 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2011 | Q2 2013 | 9 |
BHF Kleinwort Benson Group S.A. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q1 2016 | 9 |
MACQUARIE GROUP LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 9 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
Private Advisor Group, LLC | 9 | 9 | 0.03% | 0.11% | 0.17% | Q4 2013 | Q4 2015 | 9 |
PIERSHALE FINANCIAL GROUP, INC. | 8 | 1 | 0.00% | 3.78% | 12.05% | Q2 2014 | Q3 2016 | 9 |
STIFEL FINANCIAL CORP | 9 | 9 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q1 2016 | 9 |
ProVise Management Group, LLC | 8 | 1 | 0.08% | 0.16% | 0.22% | Q2 2013 | Q1 2016 | 9 |
Nuveen Asset Management, LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2015 | 9 |
Bank of New York Mellon Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Transamerica Financial Advisors, Inc. | 9 | 9 | 0.00% | 0.26% | 0.52% | Q1 2014 | Q1 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2015 | 9 |
M&T BANK CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2014 | 9 |
VSR Financial Services, Inc. | 7 | 1 | 0.06% | 0.30% | 0.77% | Q4 2013 | Q1 2016 | 8 |
NOTTINGHAM ADVISORS, INC. | 8 | 8 | 0.06% | 1.46% | 4.46% | Q2 2014 | Q1 2016 | 8 |
BLACKROCK ADVISORS LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.05% | 0.06% | 0.08% | Q2 2014 | Q1 2016 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q4 2015 | 8 |
PRINCIPAL FINANCIAL GROUP INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 8 |
OPPENHEIMER & CO INC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q2 2014 | Q1 2016 | 8 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.02% | 0.14% | 0.34% | Q2 2013 | Q1 2016 | 8 |
Atria Investments, Inc | 4 | 1 | 0.03% | 0.08% | 0.19% | Q2 2013 | Q1 2016 | 8 |
Ironwood Wealth Management, LLC. | 7 | 1 | 0.10% | 0.19% | 0.25% | Q3 2017 | Q4 2019 | 8 |
MERIDIAN INVESTMENT COUNSEL INC. | 8 | 8 | 0.39% | 0.42% | 0.46% | Q2 2014 | Q1 2016 | 8 |
Argentus Capital Management, LLC | 4 | 3 | 0.06% | 0.14% | 0.43% | Q2 2014 | Q1 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
IFP Advisors, Inc | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2021 | 7 |
Cetera Advisor Networks LLC | 6 | 1 | 0.02% | 0.08% | 0.19% | Q2 2014 | Q1 2016 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
ACUITY INVESTMENT MANAGEMENT INC | 7 | 7 | 0.59% | 0.79% | 1.23% | Q3 2013 | Q1 2015 | 7 |
Counsel Portfolio Services Inc. | 7 | 7 | 0.03% | 0.07% | 0.11% | Q3 2013 | Q1 2015 | 7 |
Bernicke Wealth Management, Ltd. | 6 | 6 | 1.24% | 1.74% | 2.05% | Q4 2014 | Q1 2016 | 6 |
Foothills Asset Management, Ltd. | 6 | 6 | 0.20% | 0.22% | 0.26% | Q4 2014 | Q1 2016 | 6 |
Parallax Volatility Advisers, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
PEOPLES FINANCIAL SERVICES CORP. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Hillsdale Investment Management Inc. | 6 | 6 | 0.04% | 0.89% | 1.37% | Q3 2014 | Q4 2015 | 6 |
BB&T SECURITIES, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 6 |
Horizon Kinetics | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
UBS Group AG | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q1 2016 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q2 2015 | 6 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2016 | 6 |
AGF INVESTMENTS INC. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2015 | 6 |
CWM, LLC | 6 | 6 | 0.16% | 0.20% | 0.23% | Q4 2014 | Q1 2016 | 6 |
Community Bank, N.A. | 6 | 6 | 0.01% | 0.04% | 0.18% | Q4 2014 | Q1 2016 | 6 |
Horizon Investments, LLC | 6 | 6 | 0.35% | 0.69% | 1.05% | Q1 2014 | Q2 2015 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
BBVA USA Bancshares, Inc. | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q1 2016 | 6 |
SEI INVESTMENTS CO | 6 | 6 | 0.08% | 0.14% | 0.18% | Q4 2014 | Q1 2016 | 6 |
Dakota Wealth Management | 6 | 6 | 0.14% | 0.16% | 0.19% | Q4 2014 | Q1 2016 | 6 |
Commonwealth Financial Services, LLC | 6 | 6 | 0.25% | 0.42% | 0.81% | Q4 2014 | Q1 2016 | 6 |
1919 Investment Counsel, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Independent Portfolio Consultants, Inc. | 5 | 5 | 0.16% | 0.34% | 0.63% | Q1 2014 | Q1 2015 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Integrated Wealth Management | 5 | 5 | 0.09% | 0.12% | 0.14% | Q1 2015 | Q1 2016 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
First Horizon Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Hanlon Investment Management, Inc. | 2 | 1 | 4.08% | 7.59% | 9.73% | Q1 2014 | Q1 2016 | 5 |
Janney Montgomery Scott LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2016 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.08% | 0.11% | 0.13% | Q1 2015 | Q1 2016 | 5 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 5 |
Elite Wealth Management, Inc. | 5 | 5 | 0.01% | 0.04% | 0.08% | Q3 2012 | Q3 2013 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q2 2014 | Q2 2015 | 5 |
Voya Financial Advisors, Inc. | 5 | 5 | 0.06% | 0.14% | 0.33% | Q1 2015 | Q1 2016 | 5 |
CREDIT SUISSE AG/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Glassman Wealth Services | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q3 2015 | 4 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q1 2016 | 4 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 4 |
NORTHERN TRUST CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Cetera Advisors LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q1 2016 | 4 |
ARGI Investment Services, LLC | 4 | 4 | 0.03% | 0.14% | 0.20% | Q2 2015 | Q1 2016 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
NATIXIS ADVISORS, L.P. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q4 2015 | 4 |
Zions Bancorporation | 4 | 4 | 0.03% | 0.03% | 0.05% | Q2 2015 | Q1 2016 | 4 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.31% | 1.18% | 1.72% | Q2 2013 | Q1 2015 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
Raymond James Financial Services Advisors, Inc. | 3 | 1 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q1 2016 | 4 |
Concert Wealth Management Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q4 2015 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.41% | 1.08% | Q4 2014 | Q2 2015 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.14% | 0.17% | 0.20% | Q1 2014 | Q3 2014 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q2 2013 | 3 |
Chesley Taft & Associates LLC | 2 | 1 | 0.04% | 0.11% | 0.18% | Q4 2013 | Q1 2016 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
ARS Wealth Advisors, LLC | 3 | 3 | 0.10% | 0.13% | 0.14% | Q4 2014 | Q2 2015 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q2 2014 | Q2 2015 | 3 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2014 | 3 |
Advisors Preferred, LLC | 3 | 3 | 0.29% | 0.49% | 0.65% | Q3 2014 | Q1 2015 | 3 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2020 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.14% | 0.26% | 0.49% | Q2 2015 | Q4 2015 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q1 2015 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2015 | Q1 2016 | 3 |
Corbenic Partners LLC | 2 | 1 | 0.01% | 3.22% | 7.45% | Q4 2013 | Q3 2017 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.12% | 0.35% | Q2 2013 | Q4 2013 | 3 |
Bouchey Financial Group Ltd | 2 | 2 | 0.46% | 0.50% | 0.54% | Q4 2013 | Q1 2014 | 2 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 2 | 2 | 0.29% | 0.36% | 0.42% | Q2 2013 | Q3 2013 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.87% | 1.41% | 1.94% | Q3 2013 | Q4 2013 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 2 |
Capital Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
BOYS ARNOLD & CO INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q1 2016 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 2.14% | 2.20% | 2.26% | Q4 2015 | Q1 2016 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.21% | 0.22% | 0.24% | Q2 2013 | Q3 2013 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.09% | 0.17% | Q4 2013 | Q1 2016 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2014 | 2 |
DT Investment Partners, LLC | 1 | 1 | 0.21% | 0.34% | 0.47% | Q2 2014 | Q2 2015 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.10% | 0.14% | 0.18% | Q1 2020 | Q3 2020 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
IMA Wealth, Inc. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2015 | Q2 2015 | 2 |
Arbor Wealth Management, LLC | 2 | 2 | 1.42% | 1.84% | 2.26% | Q4 2015 | Q1 2016 | 2 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2013 | Q2 2014 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q1 2016 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
COMMUNITY BANK SYSTEM, INC. | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2014 | Q3 2014 | 2 |
COUNTRY TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.06% | 0.16% | 0.26% | Q4 2014 | Q2 2015 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 2.96% | 3.16% | 3.36% | Q2 2013 | Q3 2013 | 2 |
Live Your Vision, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
WFG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
USCA RIA LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2016 | Q1 2016 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2013 | Q2 2013 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q1 2016 | Q1 2016 | 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% | Q3 2014 | Q3 2014 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2014 | Q1 2014 | 1 |
SAGE FINANCIAL GROUP INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2013 | Q4 2013 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2013 | Q3 2013 | 1 |
VICUS CAPITAL | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
GLG Partners LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2014 | Q3 2014 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q1 2016 | Q1 2016 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2015 | Q3 2015 | 1 |
PT ASSET MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2016 | Q1 2016 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
WHALEROCK POINT PARTNERS, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2016 | Q1 2016 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Accuvest Global Advisors | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2014 | Q4 2014 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2016 | Q1 2016 | 1 |
Lombard Odier Transatlantic Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
External links
This page lists all the filers that currently own MARKET VECTORS ETF TR or have owned MARKET VECTORS ETF TR in the past.