Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 37 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q2 2018 | 21 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14 | 7 | 0.16% | 1.65% | 4.31% | Q4 2014 | Q1 2020 | 21 |
Baker Avenue Asset Management, LP | 20 | 20 | 0.09% | 0.83% | 2.00% | Q2 2013 | Q1 2018 | 20 |
LPL Financial LLC | 20 | 20 | 0.06% | 0.14% | 0.21% | Q2 2013 | Q1 2018 | 20 |
Brown Advisory Securities, LLC | 20 | 20 | 0.05% | 0.19% | 0.32% | Q2 2013 | Q1 2018 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.19% | 0.50% | 1.30% | Q2 2013 | Q1 2018 | 20 |
CITIGROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
RAYMOND JAMES TRUST N.A. | 20 | 20 | 0.03% | 0.03% | 0.06% | Q2 2013 | Q1 2018 | 20 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q1 2018 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
STEPHENS INC /AR/ | 20 | 20 | 0.01% | 0.14% | 0.38% | Q2 2013 | Q1 2018 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2018 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
D.A. DAVIDSON & CO. | 20 | 20 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q1 2018 | 20 |
SCOTIA CAPITAL INC. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
BANK OF MONTREAL /CAN/ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.13% | 0.21% | 0.30% | Q2 2013 | Q1 2018 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Prospera Financial Services Inc | 20 | 20 | 0.96% | 3.91% | 6.64% | Q2 2013 | Q1 2018 | 20 |
Veritable, L.P. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 20 | 20 | 0.95% | 1.51% | 1.89% | Q2 2013 | Q1 2018 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.09% | 0.15% | 0.32% | Q2 2013 | Q1 2018 | 20 |
NWAM LLC | 17 | 3 | 0.02% | 0.17% | 0.64% | Q2 2012 | Q1 2018 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
MORGAN STANLEY | 20 | 20 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q1 2018 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2018 | 20 |
First Allied Advisory Services, Inc. | 20 | 20 | 0.05% | 0.29% | 0.58% | Q2 2013 | Q1 2018 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
HighTower Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2018 | 19 |
Cetera Advisor Networks LLC | 18 | 1 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q1 2018 | 19 |
Creative Planning | 11 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 19 |
NewSquare Capital LLC | 18 | 18 | 0.06% | 4.61% | 7.35% | Q4 2013 | Q1 2018 | 18 |
GREAT LAKES ADVISORS, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2017 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.01% | 0.15% | 0.84% | Q4 2013 | Q1 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2017 | 18 |
Janney Montgomery Scott LLC | 11 | 7 | 0.07% | 0.13% | 0.23% | Q3 2013 | Q1 2018 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.12% | 0.19% | 0.29% | Q2 2013 | Q3 2017 | 18 |
DUNCKER STREETT & CO INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
First Heartland Consultants, Inc. | 14 | 3 | 0.03% | 0.35% | 0.62% | Q2 2013 | Q1 2018 | 17 |
Dynamic Advisor Solutions LLC | 17 | 17 | 0.08% | 0.33% | 0.59% | Q1 2014 | Q1 2018 | 17 |
WFG Advisors, LP | 17 | 17 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q2 2017 | 17 |
Cetera Advisors LLC | 13 | 4 | 0.02% | 0.02% | 0.04% | Q4 2013 | Q1 2018 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.23% | 0.40% | 0.68% | Q2 2013 | Q2 2017 | 17 |
STIFEL FINANCIAL CORP | 17 | 17 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q1 2018 | 17 |
CREDIT SUISSE AG/ | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2018 | 17 |
OPPENHEIMER & CO INC | 17 | 17 | 0.02% | 0.06% | 0.09% | Q1 2014 | Q1 2018 | 17 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2018 | 16 |
HL FINANCIAL SERVICES LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 16 |
JNBA Financial Advisors | 8 | 8 | 0.03% | 0.05% | 0.09% | Q3 2014 | Q3 2018 | 16 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 6 | 0.02% | 0.13% | 0.20% | Q2 2013 | Q1 2018 | 16 |
Crosspoint Capital Strategies, LLC | 9 | 7 | 0.00% | 0.73% | 1.62% | Q4 2013 | Q4 2017 | 16 |
LifePlan Financial Group, Inc | 12 | 3 | 0.01% | 0.78% | 1.96% | Q3 2013 | Q1 2018 | 15 |
Tower Research Capital LLC (TRC) | 8 | 2 | 0.02% | 0.13% | 0.48% | Q1 2014 | Q1 2018 | 15 |
Stratos Wealth Partners, LTD. | 9 | 6 | 0.01% | 0.73% | 4.27% | Q2 2014 | Q1 2018 | 15 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.16% | 0.62% | 1.19% | Q2 2013 | Q4 2016 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Parallax Volatility Advisers, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
UBS Group AG | 14 | 14 | 0.02% | 0.04% | 0.09% | Q4 2014 | Q1 2018 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 1.12% | 4.05% | 8.60% | Q4 2014 | Q1 2018 | 14 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q1 2018 | 14 |
CWM, LLC | 10 | 4 | 0.21% | 0.61% | 1.39% | Q3 2013 | Q1 2018 | 14 |
MV CAPITAL MANAGEMENT, INC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 14 |
INVESTMENT PARTNERS, LTD. | 14 | 14 | 0.49% | 1.03% | 1.84% | Q4 2014 | Q1 2018 | 14 |
Koshinski Asset Management, Inc. | 14 | 14 | 0.38% | 0.84% | 1.72% | Q4 2014 | Q1 2018 | 14 |
NEXT Financial Group, Inc | 14 | 14 | 0.05% | 0.13% | 0.19% | Q4 2014 | Q1 2018 | 14 |
Sigma Planning Corp | 14 | 14 | 0.06% | 0.14% | 0.23% | Q4 2014 | Q1 2018 | 14 |
Gateway Advisory, LLC | 13 | 13 | 0.13% | 11.28% | 22.99% | Q1 2015 | Q1 2018 | 13 |
Alpha Cubed Investments, LLC | 13 | 13 | 0.12% | 0.20% | 0.27% | Q1 2015 | Q1 2018 | 13 |
Financial Management Professionals, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 13 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q1 2017 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.06% | 0.20% | 0.34% | Q2 2013 | Q2 2016 | 13 |
Voya Financial Advisors, Inc. | 13 | 13 | 0.02% | 0.09% | 0.25% | Q1 2015 | Q1 2018 | 13 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.07% | 0.21% | 0.57% | Q2 2013 | Q2 2016 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 2 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 13 |
Carroll Financial Associates, Inc. | 11 | 2 | 0.00% | 0.19% | 0.54% | Q4 2014 | Q1 2018 | 13 |
JANE STREET GROUP, LLC | 4 | 2 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q1 2018 | 12 |
Cutler Group LLC / CA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2018 | 12 |
Live Your Vision, LLC | 12 | 12 | 0.09% | 0.17% | 0.26% | Q2 2015 | Q1 2018 | 12 |
RiverFront Investment Group, LLC | 12 | 12 | 0.09% | 0.50% | 1.20% | Q4 2010 | Q3 2013 | 12 |
BOKF, NA | 12 | 12 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q1 2018 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.01% | 0.02% | 0.06% | Q2 2015 | Q1 2018 | 12 |
Tillar-Wenstrup Advisors, LLC | 12 | 12 | 0.28% | 0.44% | 0.68% | Q1 2016 | Q4 2018 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2018 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q4 2017 | 11 |
M&T BANK CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2017 | 11 |
WEDBUSH SECURITIES INC | 9 | 2 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q1 2018 | 11 |
Hoxton Financial, Inc. | 10 | 1 | 0.49% | 2.16% | 3.43% | Q2 2013 | Q1 2016 | 11 |
SPC Financial, Inc. | 11 | 11 | 0.58% | 4.26% | 6.36% | Q3 2015 | Q1 2018 | 11 |
SMITH HAYES Advisers, Inc | 10 | 10 | 0.11% | 0.32% | 0.69% | Q4 2013 | Q1 2016 | 10 |
Citadel Advisors | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2018 | 10 |
MCF Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
Parkside Financial Bank & Trust | 10 | 10 | 0.03% | 0.04% | 0.08% | Q4 2015 | Q1 2018 | 10 |
MYCIO WEALTH PARTNERS, LLC | 9 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2018 | 10 |
Kovack Advisors, Inc. | 10 | 10 | 0.18% | 0.27% | 0.36% | Q2 2014 | Q3 2016 | 10 |
Alpha Omega Wealth Management LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q2 2019 | 10 |
Well Done, LLC | 10 | 10 | 0.19% | 0.69% | 5.10% | Q4 2015 | Q1 2018 | 10 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 10 |
SII INVESTMENTS INC/WI | 5 | 4 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2017 | 9 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.08% | 0.38% | Q2 2014 | Q1 2018 | 9 |
Invesco Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
Strid Group, LLC | 5 | 4 | 10.65% | 17.83% | 32.24% | Q4 2015 | Q1 2018 | 9 |
WESPAC Advisors, LLC | 5 | 1 | 0.79% | 1.50% | 2.61% | Q2 2013 | Q4 2015 | 9 |
Johnson Financial Group, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2016 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q4 2017 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.16% | 0.20% | 0.30% | Q2 2013 | Q1 2015 | 8 |
Financial Architects, Inc | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2017 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 8 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q1 2018 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.17% | 0.21% | 0.32% | Q2 2016 | Q1 2018 | 8 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.13% | 0.34% | Q1 2014 | Q1 2018 | 8 |
MOTCO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Waverly Advisors, LLC | 5 | 3 | 0.01% | 0.08% | 0.16% | Q2 2014 | Q1 2018 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q1 2015 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.10% | 0.13% | 0.23% | Q1 2016 | Q4 2017 | 8 |
Dorsey Wright & Associates | 4 | 3 | 0.02% | 0.77% | 5.00% | Q4 2013 | Q3 2015 | 7 |
First City Capital Management, Inc. | 3 | 1 | 0.10% | 0.11% | 0.15% | Q1 2014 | Q2 2018 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q4 2014 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 1 | 0.03% | 0.07% | 0.10% | Q4 2014 | Q1 2018 | 7 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 7 |
Regal Investment Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2015 | 7 |
Jaffetilchin Investment Partners, LLC | 7 | 7 | 0.08% | 0.11% | 0.13% | Q2 2014 | Q4 2015 | 7 |
Freedom Investment Management, Inc. | 4 | 2 | 0.04% | 0.10% | 0.20% | Q2 2016 | Q2 2018 | 6 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.19% | 0.83% | 1.39% | Q2 2016 | Q4 2017 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 1.06% | 1.24% | 1.41% | Q1 2014 | Q2 2015 | 6 |
Fortis Advisors, LLC | 6 | 6 | 0.33% | 0.38% | 0.40% | Q4 2016 | Q1 2018 | 6 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 6 |
Private Advisory Group LLC | 6 | 6 | 0.44% | 1.36% | 1.88% | Q4 2016 | Q1 2018 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.01% | 0.09% | 0.14% | Q1 2015 | Q2 2016 | 6 |
CABOT WEALTH MANAGEMENT INC | 6 | 6 | 0.06% | 0.18% | 0.39% | Q3 2015 | Q4 2016 | 6 |
SEI INVESTMENTS CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
UBS AG | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.10% | 0.25% | 0.58% | Q1 2014 | Q1 2018 | 6 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2017 | 6 |
First Allied Asset Management, Inc. | 5 | 5 | 0.30% | 0.37% | 0.45% | Q1 2014 | Q1 2015 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q1 2016 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q1 2016 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 5 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2015 | 5 |
SIMPLEX TRADING, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2018 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.21% | 0.57% | Q3 2015 | Q1 2018 | 5 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
RKL Wealth Management LLC | 5 | 5 | 0.17% | 0.19% | 0.24% | Q1 2017 | Q1 2018 | 5 |
KMS FINANCIAL SERVICES, INC | 3 | 2 | 0.04% | 0.29% | 0.68% | Q2 2013 | Q3 2014 | 5 |
Strategic Advisors LLC | 4 | 4 | 0.42% | 0.56% | 0.71% | Q1 2016 | Q4 2016 | 4 |
Heritage Trust Co | 4 | 4 | 0.04% | 0.05% | 0.08% | Q2 2017 | Q1 2018 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.14% | 0.24% | Q2 2017 | Q1 2018 | 4 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 4 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 4 |
PRINCETON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.20% | 0.21% | 0.23% | Q2 2013 | Q1 2014 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Institute for Wealth Management, LLC. | 4 | 4 | 0.79% | 0.93% | 1.09% | Q2 2017 | Q1 2018 | 4 |
Tortoise Investment Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 4 |
ACG Wealth | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q1 2018 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q3 2013 | Q2 2014 | 4 |
CUMBERLAND ADVISORS INC | 4 | 4 | 0.09% | 0.30% | 0.51% | Q3 2014 | Q2 2015 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
MID CONTINENT CAPITAL LLC/IL | 4 | 4 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2014 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2017 | Q1 2018 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.81% | 0.90% | 1.14% | Q2 2017 | Q1 2018 | 4 |
VICUS CAPITAL | 4 | 4 | 0.16% | 1.09% | 2.04% | Q3 2015 | Q2 2016 | 4 |
BlackRock Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Biondo Investment Advisors, LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q3 2017 | Q1 2018 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Estate Counselors, LLC | 2 | 1 | 0.06% | 0.80% | 1.83% | Q1 2016 | Q1 2018 | 3 |
Financial Advantage, Inc. | 2 | 1 | 0.06% | 0.07% | 0.07% | Q2 2015 | Q3 2017 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2014 | Q4 2014 | 3 |
AE Wealth Management LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q1 2018 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
USCA RIA LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q1 2016 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2015 | Q3 2015 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2014 | Q3 2014 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Keystone Financial Group | 2 | 2 | 1.75% | 1.96% | 2.17% | Q4 2017 | Q1 2018 | 2 |
Ruggie Capital Group | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Aspen Investment Management Inc | 2 | 2 | 0.21% | 0.24% | 0.26% | Q3 2015 | Q4 2015 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.24% | 0.25% | 0.27% | Q4 2017 | Q1 2018 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q1 2018 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.38% | 0.38% | 0.39% | Q4 2017 | Q1 2018 | 2 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q4 2017 | 2 |
Integrated Investment Consultants, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
American Portfolios Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
ProVise Management Group, LLC | 1 | 1 | 0.20% | 0.22% | 0.25% | Q3 2017 | Q1 2018 | 2 |
G&S Capital LLC | 2 | 2 | 4.19% | 4.42% | 4.64% | Q4 2017 | Q1 2018 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 4.48% | 4.51% | 4.54% | Q4 2017 | Q1 2018 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.00% | 0.27% | 0.54% | Q3 2016 | Q4 2016 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
BlackRock Finance, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Quadrant Private Wealth Management, LLC | 2 | 2 | 0.31% | 0.35% | 0.38% | Q4 2017 | Q1 2018 | 2 |
Columbus Macro, LLC | 2 | 2 | 1.42% | 1.60% | 1.78% | Q4 2017 | Q1 2018 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.24% | 0.26% | 0.28% | Q1 2014 | Q3 2014 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2016 | Q1 2017 | 2 |
Steward Partners Investment Advisory, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Milestone Advisory Partners | 2 | 2 | 1.79% | 1.85% | 1.91% | Q4 2017 | Q1 2018 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.30% | 0.46% | 0.63% | Q4 2017 | Q1 2018 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Dynasty Wealth Management, LLC | 2 | 2 | 0.12% | 0.30% | 0.48% | Q4 2017 | Q1 2018 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q1 2016 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.02% | 0.45% | 0.87% | Q1 2014 | Q2 2014 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Atria Investments, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
LVZ, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2018 | Q1 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
StratiFi, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2015 | Q2 2015 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TDAM USA INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
StoneX Group Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
Sabal Capital Management, LLC | 1 | 1 | 3.02% | 3.02% | 3.02% | Q2 2016 | Q2 2016 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Accuvest Global Advisors | 1 | 1 | 3.26% | 3.26% | 3.26% | Q1 2014 | Q1 2014 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2014 | Q3 2014 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
McAdam, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2015 | Q4 2015 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Highland Private Wealth Management | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own POWERSHARES ETF TRUST or have owned POWERSHARES ETF TRUST in the past.