Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 40 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25 | 25 | 0.01% | 0.08% | 0.12% | Q2 2014 | Q2 2020 | 25 |
HUNTINGTON NATIONAL BANK | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2024 | 24 |
CAHILL FINANCIAL ADVISORS INC | 23 | 23 | 1.56% | 2.29% | 2.91% | Q4 2013 | Q2 2019 | 23 |
WBH ADVISORY INC | 23 | 23 | 0.12% | 0.21% | 0.27% | Q2 2013 | Q4 2018 | 23 |
Winch Advisory Services, LLC | 20 | 3 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q4 2019 | 23 |
Destination Wealth Management | 21 | 21 | 0.28% | 0.37% | 0.46% | Q1 2013 | Q1 2018 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q2 2018 | 21 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q1 2018 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
GHP Investment Advisors, Inc. | 20 | 20 | 0.12% | 0.37% | 0.62% | Q2 2013 | Q1 2018 | 20 |
SCOTIA CAPITAL INC. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
Cetera Advisor Networks LLC | 20 | 20 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q1 2018 | 20 |
GOLDMAN SACHS GROUP INC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2018 | 20 |
HighTower Advisors, LLC | 20 | 20 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q1 2018 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
Creative Planning | 20 | 20 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2018 | 20 |
LPL Financial LLC | 20 | 20 | 0.08% | 0.63% | 1.81% | Q2 2013 | Q1 2018 | 20 |
Choate Investment Advisors | 20 | 20 | 0.11% | 2.34% | 5.05% | Q2 2013 | Q1 2018 | 20 |
PRIVATE TRUST CO NA | 13 | 7 | 0.05% | 0.17% | 0.54% | Q1 2013 | Q1 2018 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2018 | 20 |
NORTHERN CAPITAL MANAGEMENT LLC | 20 | 20 | 0.83% | 1.01% | 1.16% | Q2 2013 | Q1 2018 | 20 |
MORGAN STANLEY | 20 | 20 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2018 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2018 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
BANK OF MONTREAL /CAN/ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Bank of New York Mellon Corp | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.13% | 0.34% | Q2 2013 | Q1 2018 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
CITIGROUP INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 19 |
CREDIT SUISSE AG/ | 17 | 2 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q1 2018 | 19 |
Raymond James Financial Services Advisors, Inc. | 19 | 19 | 0.04% | 0.12% | 0.20% | Q3 2013 | Q1 2018 | 19 |
MADISON INVESTMENT HOLDINGS INC | 19 | 19 | 0.20% | 0.87% | 1.64% | Q3 2013 | Q1 2018 | 19 |
First Allied Advisory Services, Inc. | 15 | 4 | 0.01% | 0.10% | 0.43% | Q2 2013 | Q1 2018 | 19 |
Biondo Investment Advisors, LLC | 19 | 19 | 0.09% | 0.17% | 0.22% | Q3 2013 | Q1 2018 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2018 | 18 |
Janney Montgomery Scott LLC | 11 | 7 | 0.01% | 0.01% | 0.05% | Q3 2013 | Q1 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.06% | 0.12% | 0.19% | Q2 2013 | Q3 2017 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
Ancora Advisors LLC | 18 | 18 | 0.06% | 0.15% | 0.21% | Q4 2013 | Q1 2018 | 18 |
Pictet North America Advisors SA | 18 | 18 | 1.76% | 4.91% | 10.84% | Q4 2013 | Q1 2018 | 18 |
AMUNDI ASSET MANAGEMENT US, INC. | 9 | 1 | 0.01% | 0.05% | 0.11% | Q4 2012 | Q1 2018 | 18 |
BANK HAPOALIM BM | 18 | 18 | 0.09% | 0.12% | 0.15% | Q4 2013 | Q1 2018 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.13% | 0.49% | 1.38% | Q4 2013 | Q1 2018 | 18 |
Psagot Value Holdings Ltd. | 17 | 1 | 0.00% | 0.09% | 0.26% | Q3 2013 | Q1 2018 | 18 |
Live Your Vision, LLC | 17 | 17 | 0.00% | 1.98% | 3.84% | Q1 2014 | Q1 2018 | 17 |
MCF Advisors LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Carroll Financial Associates, Inc. | 17 | 17 | 0.05% | 0.48% | 0.98% | Q1 2014 | Q1 2018 | 17 |
Cetera Advisors LLC | 17 | 17 | 0.02% | 0.09% | 0.27% | Q2 2013 | Q2 2017 | 17 |
COBIZ WEALTH, LLC | 17 | 17 | 0.05% | 0.22% | 0.48% | Q1 2014 | Q1 2018 | 17 |
STIFEL FINANCIAL CORP | 17 | 17 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q1 2018 | 17 |
Essex Financial Services, Inc. | 15 | 1 | 0.13% | 0.35% | 0.59% | Q4 2013 | Q1 2018 | 16 |
DOCK STREET ASSET MANAGEMENT INC | 16 | 16 | 0.37% | 2.13% | 4.17% | Q2 2013 | Q1 2017 | 16 |
Lehman Financial Resources, Inc. | 16 | 16 | 0.01% | 0.17% | 0.24% | Q2 2014 | Q1 2018 | 16 |
WFG Advisors, LP | 16 | 16 | 0.03% | 0.14% | 0.30% | Q3 2013 | Q2 2017 | 16 |
PEDDOCK CAPITAL ADVISORS, LLC | 9 | 7 | 0.02% | 0.71% | 1.54% | Q4 2013 | Q1 2018 | 16 |
M&T BANK CORP | 15 | 15 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q1 2018 | 15 |
MUHLENKAMP & CO INC | 15 | 15 | 0.53% | 1.18% | 2.60% | Q3 2014 | Q1 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.12% | 0.39% | 0.99% | Q2 2013 | Q4 2016 | 15 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.04% | 0.17% | Q4 2015 | Q2 2021 | 15 |
NEXT Financial Group, Inc | 15 | 15 | 0.01% | 0.04% | 0.10% | Q3 2014 | Q1 2018 | 15 |
Citadel Advisors | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2018 | 15 |
Highlander Capital Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2018 | 14 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q1 2018 | 14 |
Parallax Volatility Advisers, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.01% | 0.12% | 0.17% | Q2 2013 | Q3 2016 | 14 |
M Holdings Securities, Inc. | 14 | 14 | 0.19% | 0.33% | 0.63% | Q4 2014 | Q1 2018 | 14 |
Tower Research Capital LLC (TRC) | 7 | 2 | 0.04% | 0.14% | 0.38% | Q2 2014 | Q1 2018 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.03% | 0.38% | Q4 2014 | Q1 2018 | 14 |
WHITTIER TRUST CO OF NEVADA INC | 14 | 14 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q1 2018 | 14 |
UBS Group AG | 14 | 14 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q1 2018 | 14 |
Stratos Wealth Partners, LTD. | 14 | 14 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q1 2018 | 14 |
Marquette Asset Management, LLC | 14 | 14 | 0.20% | 0.28% | 0.64% | Q4 2013 | Q1 2017 | 14 |
FIFTH THIRD BANCORP | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 13 |
CIBC WORLD MARKET INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 13 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.06% | 0.17% | 0.28% | Q2 2014 | Q1 2018 | 13 |
Invesco Ltd. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 13 |
Sigma Planning Corp | 12 | 1 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q1 2018 | 13 |
CPWM, LLC | 10 | 3 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q4 2017 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.09% | 0.30% | 0.60% | Q2 2013 | Q2 2016 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.12% | 0.19% | 0.24% | Q2 2013 | Q2 2016 | 13 |
Ruggie Capital Group | 9 | 4 | 3.30% | 4.99% | 7.46% | Q4 2014 | Q1 2018 | 13 |
Northeast Financial Consultants Inc | 13 | 13 | 0.10% | 0.59% | 0.91% | Q1 2014 | Q1 2017 | 13 |
KCM INVESTMENT ADVISORS LLC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2017 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q1 2018 | 12 |
GLENMEDE TRUST CO NA | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 12 |
Alexandria Capital, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2018 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2018 | 12 |
Concert Wealth Management Inc. | 9 | 3 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q1 2017 | 12 |
Virtu KCG Holdings LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 12 |
FineMark National Bank & Trust | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q1 2018 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.01% | 0.04% | 0.09% | Q4 2013 | Q2 2016 | 11 |
Timber Hill LLC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2018 | 11 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 9 | 2 | 0.09% | 0.36% | 0.66% | Q2 2014 | Q1 2017 | 11 |
SUNTRUST BANKS INC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2018 | 11 |
MML INVESTORS SERVICES, LLC | 7 | 4 | 0.05% | 2.04% | 5.86% | Q2 2015 | Q1 2018 | 11 |
Baird Financial Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2017 | 11 |
JUPITER ASSET MANAGEMENT LTD | 11 | 11 | 0.03% | 3.04% | 4.00% | Q3 2013 | Q1 2016 | 11 |
Madden Advisory Services, Inc. | 10 | 1 | 0.06% | 0.19% | 0.32% | Q2 2013 | Q1 2017 | 11 |
BANQUE PICTET & CIE SA | 11 | 11 | 0.25% | 0.43% | 0.82% | Q3 2015 | Q1 2018 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 10 | 10 | 0.02% | 0.14% | 0.21% | Q3 2013 | Q4 2015 | 10 |
Jackson, Grant Investment Advisers, Inc. | 10 | 10 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q1 2018 | 10 |
BlackRock Finance, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Advisory Services Network, LLC | 5 | 5 | 0.05% | 0.07% | 0.11% | Q3 2015 | Q1 2018 | 10 |
FIRST MANHATTAN CO. LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Kelman-Lazarov, Inc. | 10 | 10 | 0.61% | 0.69% | 0.80% | Q1 2016 | Q2 2018 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q3 2017 | 10 |
Winslow, Evans & Crocker, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 10 |
Cutler Group LLC / CA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.10% | 0.13% | 0.20% | Q2 2013 | Q3 2015 | 10 |
SFMG, LLC | 9 | 9 | 0.11% | 0.22% | 0.40% | Q4 2013 | Q4 2015 | 9 |
SignalPoint Asset Management, LLC | 6 | 3 | 0.11% | 0.18% | 0.27% | Q3 2015 | Q1 2018 | 9 |
JAMES INVESTMENT RESEARCH, INC. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 9 |
BANK OF NOVA SCOTIA | 8 | 8 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q4 2015 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.62% | 0.88% | 1.08% | Q2 2016 | Q1 2018 | 8 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.19% | 0.25% | 0.39% | Q1 2016 | Q1 2018 | 8 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 8 | 8 | 0.08% | 0.18% | 0.27% | Q3 2013 | Q2 2015 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.17% | 0.30% | 0.63% | Q4 2015 | Q3 2017 | 8 |
Jacobi Capital Management LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q1 2018 | 8 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 8 | 8 | 2.93% | 11.72% | 16.56% | Q2 2013 | Q1 2015 | 8 |
Vontobel Swiss Wealth Advisors AG | 8 | 8 | 0.25% | 0.49% | 1.17% | Q4 2014 | Q3 2016 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 8 |
CENTRAL TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.04% | 0.04% | 0.06% | Q2 2016 | Q1 2018 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2018 | 8 |
BARCLAYS PLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 8 |
ASSET ADVISORS CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2018 | 8 |
ROTHSCHILD INVESTMENT LLC /IL | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q1 2016 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.16% | 0.19% | 0.21% | Q4 2013 | Q2 2015 | 7 |
NATIONAL PLANNING CORP | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q2 2015 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.12% | 0.42% | 0.58% | Q2 2013 | Q4 2014 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
LAZARD ASSET MANAGEMENT LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q1 2015 | 7 |
HL FINANCIAL SERVICES LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2016 | 7 |
Guidant Wealth Advisors | 7 | 7 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q1 2018 | 7 |
Argent Trust Co | 7 | 7 | 0.14% | 0.29% | 0.45% | Q4 2014 | Q2 2016 | 7 |
Rezny Wealth Management, Inc. | 6 | 1 | 0.15% | 7.62% | 9.59% | Q1 2015 | Q4 2017 | 7 |
BROWN ADVISORY INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.01% | 0.08% | 0.26% | Q3 2016 | Q1 2018 | 7 |
AllSquare Wealth Management LLC | 7 | 7 | 0.02% | 0.65% | 0.88% | Q3 2016 | Q1 2018 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Shepherd Financial Partners LLC | 6 | 6 | 0.16% | 0.18% | 0.24% | Q4 2016 | Q1 2018 | 6 |
UBS AG | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Ahrens Investment Partners LLC | 6 | 6 | 0.16% | 0.34% | 0.43% | Q4 2016 | Q1 2018 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Bell Rock Capital LLC | 6 | 6 | 0.15% | 0.19% | 0.31% | Q4 2016 | Q1 2018 | 6 |
Evanson Asset Management, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q4 2016 | Q1 2018 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2016 | 6 |
Rathbones Group PLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q1 2016 | 6 |
Lowe Wealth Advisors, LLC | 6 | 6 | 0.46% | 1.66% | 1.94% | Q4 2014 | Q1 2016 | 6 |
Argentus Capital Management, LLC | 4 | 1 | 0.02% | 0.19% | 0.62% | Q4 2013 | Q3 2016 | 6 |
New England Investment & Retirement Group, Inc. | 6 | 6 | 1.66% | 2.76% | 3.29% | Q2 2014 | Q3 2015 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.92% | 0.99% | 1.10% | Q4 2016 | Q1 2018 | 6 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 6 |
Pacific Wealth Strategies Group, Inc. | 6 | 6 | 3.37% | 3.88% | 4.24% | Q4 2016 | Q1 2018 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.03% | 0.22% | 0.36% | Q1 2014 | Q2 2015 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2018 | 6 |
STRATEGIC WEALTH MANAGEMENT INC | 5 | 5 | 1.91% | 2.98% | 4.48% | Q1 2018 | Q1 2019 | 5 |
SILVER CAPITAL MANAGEMENT LLC | 4 | 1 | 4.62% | 5.62% | 7.56% | Q4 2015 | Q4 2017 | 5 |
First Trust Bank, Ltd. | 5 | 5 | 6.61% | 9.46% | 11.36% | Q4 2013 | Q4 2014 | 5 |
Virtu Financial LLC | 2 | 1 | 0.05% | 0.19% | 0.39% | Q2 2014 | Q2 2016 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
MANAGED ACCOUNT ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2015 | 5 |
HRT FINANCIAL LP | 5 | 5 | 0.30% | 0.83% | 1.52% | Q2 2015 | Q2 2016 | 5 |
Smart Portfolios, LLC | 4 | 1 | 0.03% | 0.60% | 2.51% | Q3 2016 | Q1 2018 | 5 |
Global Retirement Partners, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.08% | 0.37% | 0.56% | Q3 2013 | Q3 2014 | 5 |
CABOT WEALTH MANAGEMENT INC | 5 | 5 | 0.05% | 0.65% | 1.14% | Q2 2013 | Q2 2014 | 5 |
Manchester Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Sandy Spring Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q3 2016 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 5 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2018 | 5 |
MIDAS MANAGEMENT CORP | 5 | 5 | 0.08% | 0.08% | 0.09% | Q4 2014 | Q4 2015 | 5 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.84% | 0.88% | 0.94% | Q2 2014 | Q1 2015 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.04% | 0.43% | 1.12% | Q3 2015 | Q3 2017 | 4 |
Fusion Family Wealth LLC | 4 | 4 | 2.86% | 3.16% | 3.56% | Q2 2017 | Q1 2018 | 4 |
Eagle Capital Management, LLC | 3 | 1 | 1.64% | 2.78% | 4.79% | Q4 2014 | Q1 2018 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q1 2018 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
RiverFront Investment Group, LLC | 4 | 4 | 1.09% | 1.60% | 1.86% | Q1 2013 | Q4 2013 | 4 |
WILMINGTON TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
FAGAN ASSOCIATES, INC. | 4 | 4 | 1.16% | 1.53% | 1.91% | Q1 2015 | Q4 2015 | 4 |
BRINKER CAPITAL INC | 4 | 4 | 1.92% | 2.18% | 2.30% | Q2 2013 | Q1 2014 | 4 |
Transamerica Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.17% | 0.26% | 0.51% | Q4 2015 | Q3 2016 | 4 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 4 |
Community Financial Services Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q3 2015 | 4 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 4 |
PALLADIEM, LLC | 4 | 4 | 4.09% | 4.41% | 4.94% | Q4 2014 | Q3 2015 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
FundX Investment Group, LLC | 3 | 1 | 3.55% | 13.55% | 19.33% | Q4 2013 | Q1 2015 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Catalyst Capital Advisors LLC | 3 | 1 | 0.01% | 0.07% | 0.23% | Q1 2014 | Q1 2015 | 4 |
BROWN BROTHERS HARRIMAN & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Gator Capital Management, LLC | 2 | 2 | 0.36% | 0.37% | 0.39% | Q1 2015 | Q1 2018 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Horizon Kinetics | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.18% | 0.20% | 0.23% | Q4 2014 | Q4 2015 | 4 |
Capital Directions Investment Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2017 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Merriman Wealth Management, LLC | 3 | 1 | 0.48% | 2.56% | 4.71% | Q2 2013 | Q3 2016 | 4 |
Jackson Wealth Management, LLC | 3 | 3 | 0.58% | 0.61% | 0.64% | Q4 2014 | Q2 2015 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2018 | 3 |
SMITH HAYES Advisers, Inc | 3 | 3 | 0.21% | 0.27% | 0.35% | Q2 2015 | Q4 2015 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.06% | 0.06% | 0.08% | Q1 2016 | Q3 2016 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2018 | 3 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
Keel Point, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q2 2015 | Q4 2015 | 3 |
RICE HALL JAMES & ASSOCIATES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
BECK MACK & OLIVER LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q1 2014 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
1834 INVESTMENT ADVISORS CO | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q1 2018 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.56% | 0.60% | 0.64% | Q4 2013 | Q2 2014 | 3 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q2 2016 | 3 |
SII INVESTMENTS INC/WI | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q1 2016 | 3 |
Visionary Asset Management, Inc. | 3 | 3 | 0.15% | 0.27% | 0.40% | Q2 2015 | Q4 2015 | 3 |
FIRST NATIONAL TRUST CO | 3 | 3 | 0.04% | 0.15% | 0.24% | Q2 2015 | Q4 2015 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2015 | Q3 2015 | 3 |
Nationwide Fund Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 3 |
Hudock, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Ken Stern & Associates, Inc. | 2 | 2 | 1.73% | 1.77% | 1.82% | Q2 2015 | Q3 2015 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q1 2018 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
DEARBORN PARTNERS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
ACG Wealth | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q1 2018 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.58% | 0.62% | 0.66% | Q4 2017 | Q1 2018 | 2 |
CIBC Private Wealth Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Guild Investment Management, Inc. | 1 | 1 | 11.22% | 12.65% | 14.07% | Q2 2014 | Q1 2015 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
American Portfolios Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
R & A Capital Management, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
CUE ADVISORY SERVICES, INC. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q2 2017 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.76% | 0.85% | 0.93% | Q3 2013 | Q4 2013 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q2 2017 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2017 | Q4 2017 | 2 |
CREDIT AGRICOLE S A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.03% | 0.08% | 0.12% | Q4 2017 | Q1 2018 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Brevan Howard Capital Management LP | 2 | 2 | 22.84% | 23.01% | 23.19% | Q1 2014 | Q2 2014 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q1 2018 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2013 | Q4 2013 | 2 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Dynasty Wealth Management, LLC | 2 | 2 | 0.68% | 1.87% | 3.07% | Q4 2017 | Q1 2018 | 2 |
Atria Investments, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2017 | Q1 2018 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.44% | 0.46% | 0.49% | Q4 2017 | Q1 2018 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2015 | Q1 2016 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
EXCELSIA, INC. | 2 | 2 | 10.52% | 11.16% | 11.79% | Q1 2015 | Q2 2015 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.15% | 0.21% | 0.28% | Q1 2015 | Q2 2015 | 2 |
VICUS CAPITAL | 1 | 1 | 0.12% | 0.23% | 0.34% | Q4 2014 | Q4 2015 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 1.80% | 1.81% | 1.81% | Q1 2015 | Q2 2015 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.23% | 0.25% | 0.27% | Q3 2016 | Q4 2016 | 2 |
CKW FINANCIAL GROUP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Arbiter Partners Capital Management LLC | 2 | 2 | 0.44% | 0.46% | 0.49% | Q1 2014 | Q2 2014 | 2 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2018 | Q1 2018 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2015 | Q4 2015 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2014 | Q4 2014 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Castleview Partners, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2018 | Q1 2018 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Liberty Street Advisors, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2015 | Q1 2015 | 1 |
HALL LAURIE J TRUSTEE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2014 | Q1 2014 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
RFG Advisory, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2014 | Q4 2014 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 18.40% | 18.40% | 18.40% | Q3 2013 | Q3 2013 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2017 | Q3 2017 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
External links
This page lists all the filers that currently own POWERSHARES ETF TRUST or have owned POWERSHARES ETF TRUST in the past.