| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2016 | 12 |
| NORTHSTAR INVESTMENT ADVISORS LLC | 5 | 1 | 0.92% | 1.11% | 1.21% | Q2 2013 | Q4 2015 | 9 |
| TORONTO DOMINION BANK | 2 | 1 | 0.23% | 2.43% | 7.18% | Q3 2013 | Q3 2014 | 9 |
| LifePlan Financial Group, Inc | 6 | 6 | 0.16% | 0.20% | 0.26% | Q1 2014 | Q2 2015 | 6 |
| McAdams Wright Ragen, Inc. | 6 | 6 | 0.32% | 0.34% | 0.40% | Q2 2013 | Q3 2014 | 6 |
| Dana Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2016 | 5 |
| HL FINANCIAL SERVICES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
| BANK OF STOCKTON | 3 | 2 | 0.16% | 0.20% | 0.26% | Q3 2013 | Q4 2014 | 5 |
| Janney Montgomery Scott LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2015 | 4 |
| Osborn Williams & Donohoe LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q1 2014 | 4 |
| Lenox Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 4 |
| Texas Yale Capital Corp. | 3 | 3 | 0.10% | 0.11% | 0.11% | Q2 2013 | Q4 2013 | 3 |
| BEACON TRUST CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q3 2016 | 2 |
| SUMMIT SECURITIES GROUP LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2014 | 2 |
| HighPoint Advisor Group LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q3 2016 | 2 |
| Sandy Spring Bank | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 2 |
| Strategic Capital Group LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q4 2013 | 2 |
| GROUP ONE TRADING, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
| NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.55% | 0.56% | 0.58% | Q4 2013 | Q1 2014 | 2 |
| SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.06% | 0.14% | 0.21% | Q3 2014 | Q1 2015 | 2 |
| JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2014 | 2 |
| STATE STREET CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
| Partnervest Advisory Services LLC | 2 | 2 | 0.11% | 0.22% | 0.32% | Q2 2015 | Q3 2015 | 2 |
| Nair Vinay | 2 | 2 | 0.45% | 0.69% | 0.92% | Q1 2015 | Q2 2015 | 2 |
| Bray Capital Advisors | 1 | 1 | 0.18% | 0.22% | 0.25% | Q4 2014 | Q2 2015 | 2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q4 2015 | 2 |
| NORTHERN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q1 2014 | 2 |
| Gideon Capital Advisors, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2013 | Q4 2013 | 1 |
| Legacy Private Trust Co. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
| SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
| Archford Capital Strategies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
| Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
| Baskin Financial Services Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2014 | Q2 2014 | 1 |
| INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
| Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
| Windsor Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
| Breithorn Capital Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
| HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
| B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
| Concert Wealth Management Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q3 2015 | 1 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2013 | Q3 2013 | 1 |
| Antonetti Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
| KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
| Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
| IBM Retirement Fund | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
| DESCHAINE & COMPANY, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2014 | Q4 2014 | 1 |
| First National Bank of Mount Dora, Trust Investment Services | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2013 | Q3 2013 | 1 |
| Cardinal Capital Management, Inc. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2014 | Q1 2014 | 1 |
| SIMPLEX TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
| Ada Investment Management, LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2015 | Q2 2015 | 1 |
| SII INVESTMENTS INC/WI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
This page lists all the filers that currently own BANK MONTREAL QUE or have owned BANK MONTREAL QUE in the past.