Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Arbor Investment Advisors, LLC | 30 | 30 | 13.00% | 16.98% | 20.12% | Q4 2010 | Q1 2018 | 30 |
NOVARE CAPITAL MANAGEMENT LLC | 26 | 26 | 1.02% | 1.91% | 2.82% | Q2 2013 | Q3 2019 | 26 |
Welch Group, LLC | 23 | 3 | 0.10% | 0.16% | 0.23% | Q2 2013 | Q4 2019 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2018 | 25 |
Baker Ellis Asset Management LLC | 23 | 23 | 0.82% | 1.76% | 2.99% | Q2 2013 | Q4 2018 | 23 |
Colorado Capital Management, Inc. | 22 | 22 | 0.66% | 0.78% | 0.88% | Q4 2015 | Q1 2021 | 22 |
New England Private Wealth Advisors LLC | 22 | 22 | 0.61% | 0.97% | 1.48% | Q4 2012 | Q1 2018 | 22 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2019 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q2 2018 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 1.22% | 2.14% | 3.25% | Q1 2013 | Q1 2018 | 21 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 21 | 0.28% | 0.98% | 3.66% | Q1 2013 | Q1 2018 | 21 |
GOLDMAN SACHS GROUP INC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q3 2012 | Q1 2018 | 21 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 21 | 21 | 0.80% | 1.40% | 2.78% | Q2 2013 | Q2 2018 | 21 |
JNBA Financial Advisors | 13 | 8 | 0.06% | 2.30% | 3.44% | Q2 2013 | Q3 2018 | 21 |
BANK OF MONTREAL /CAN/ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q1 2018 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2018 | 20 |
REGIONS FINANCIAL CORP | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
FIRST HAWAIIAN BANK | 20 | 20 | 0.13% | 1.06% | 1.32% | Q2 2013 | Q1 2018 | 20 |
HighTower Advisors, LLC | 20 | 20 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q1 2018 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2018 | 20 |
FIFTH THIRD BANCORP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q1 2018 | 20 |
LPL Financial LLC | 20 | 20 | 0.10% | 0.30% | 0.70% | Q2 2013 | Q1 2018 | 20 |
Callan Capital, LLC | 20 | 20 | 9.87% | 18.63% | 25.40% | Q2 2013 | Q1 2018 | 20 |
Alexandria Capital, LLC | 20 | 20 | 0.18% | 0.43% | 0.67% | Q2 2013 | Q1 2018 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.27% | 0.52% | 0.69% | Q2 2013 | Q1 2018 | 20 |
Ancora Advisors LLC | 20 | 20 | 0.69% | 1.23% | 1.52% | Q2 2013 | Q1 2018 | 20 |
CITIGROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Ledyard National Bank | 20 | 20 | 0.00% | 0.08% | 0.40% | Q2 2013 | Q1 2018 | 20 |
Invesco Ltd. | 20 | 20 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q1 2018 | 20 |
First Allied Advisory Services, Inc. | 20 | 20 | 0.02% | 0.12% | 0.23% | Q2 2013 | Q1 2018 | 20 |
CENTRAL TRUST Co | 20 | 20 | 0.14% | 0.19% | 0.26% | Q2 2013 | Q1 2018 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
Mosaic Financial Partners, Inc. | 20 | 20 | 1.97% | 2.99% | 4.37% | Q2 2013 | Q1 2018 | 20 |
Geller Advisors LLC | 20 | 20 | 1.41% | 15.55% | 27.16% | Q2 2013 | Q1 2018 | 20 |
Cetera Advisors LLC | 20 | 20 | 0.03% | 0.15% | 0.30% | Q2 2013 | Q1 2018 | 20 |
WEATHERLY ASSET MANAGEMENT L. P. | 20 | 20 | 0.17% | 0.24% | 0.33% | Q2 2013 | Q1 2018 | 20 |
SCOTIA CAPITAL INC. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2018 | 20 |
Baystate Wealth Management LLC | 20 | 20 | 6.19% | 7.44% | 8.93% | Q2 2013 | Q1 2018 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q1 2018 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 20 | 0.03% | 0.16% | 0.22% | Q2 2013 | Q1 2018 | 20 |
Simply Money Advisors | 20 | 20 | 2.48% | 6.53% | 9.38% | Q2 2013 | Q1 2018 | 20 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 20 | 20 | 0.14% | 0.16% | 0.21% | Q2 2013 | Q1 2018 | 20 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 20 | 20 | 2.02% | 2.24% | 2.38% | Q2 2013 | Q1 2018 | 20 |
Legacy Private Trust Co. | 20 | 20 | 2.15% | 3.72% | 5.30% | Q2 2013 | Q1 2018 | 20 |
MORGAN STANLEY | 20 | 20 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2018 | 20 |
SIGMA INVESTMENT COUNSELORS INC | 20 | 20 | 2.15% | 2.53% | 2.89% | Q2 2013 | Q1 2018 | 20 |
JFS WEALTH ADVISORS, LLC | 20 | 20 | 2.46% | 4.05% | 7.70% | Q2 2013 | Q1 2018 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2018 | 20 |
MADISON INVESTMENT HOLDINGS INC | 20 | 20 | 0.08% | 0.13% | 0.16% | Q2 2013 | Q1 2018 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2018 | 20 |
REGENTATLANTIC CAPITAL LLC | 20 | 20 | 0.50% | 0.59% | 0.81% | Q2 2013 | Q1 2018 | 20 |
ROTHSCHILD INVESTMENT LLC /IL | 20 | 20 | 0.07% | 0.11% | 0.22% | Q2 2013 | Q1 2018 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 9.93% | 14.58% | Q2 2013 | Q1 2018 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 20 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q1 2018 | 20 |
D.A. DAVIDSON & CO. | 20 | 20 | 0.19% | 0.32% | 0.49% | Q2 2013 | Q1 2018 | 20 |
Bank of New York Mellon Corp | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Evercore Wealth Management, LLC | 13 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q4 2017 | 19 |
MONTAG A & ASSOCIATES INC | 19 | 19 | 0.11% | 0.15% | 0.17% | Q3 2013 | Q1 2018 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2018 | 19 |
FORVIS Wealth Advisors, LLC | 19 | 19 | 2.78% | 5.60% | 8.12% | Q3 2013 | Q1 2018 | 19 |
Truepoint, Inc. | 13 | 6 | 0.03% | 0.05% | 0.09% | Q3 2014 | Q4 2019 | 19 |
Creative Planning | 11 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 19 |
HSBC HOLDINGS PLC | 19 | 19 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q1 2018 | 19 |
BROWN ADVISORY INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
SYNOVUS FINANCIAL CORP | 19 | 19 | 0.00% | 0.15% | 0.28% | Q3 2013 | Q1 2018 | 19 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 18 | 18 | 6.20% | 7.08% | 7.79% | Q4 2013 | Q1 2018 | 18 |
Brouwer & Janachowski, LLC | 18 | 18 | 0.59% | 1.48% | 2.44% | Q4 2013 | Q1 2018 | 18 |
PINNACLE ASSOCIATES LTD | 18 | 18 | 0.01% | 0.11% | 0.16% | Q4 2013 | Q1 2018 | 18 |
M Holdings Securities, Inc. | 18 | 18 | 0.27% | 0.83% | 1.23% | Q4 2013 | Q1 2018 | 18 |
SVA Wealth Management, LLC | 18 | 18 | 0.04% | 0.09% | 0.22% | Q4 2013 | Q1 2018 | 18 |
Raymond James Financial Services Advisors, Inc. | 17 | 1 | 0.14% | 0.70% | 1.46% | Q3 2013 | Q1 2018 | 18 |
Tillar-Wenstrup Advisors, LLC | 18 | 18 | 5.44% | 9.74% | 13.78% | Q4 2013 | Q1 2018 | 18 |
Spectrum Management Group, LLC | 18 | 18 | 1.03% | 15.08% | 40.29% | Q4 2013 | Q1 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.14% | 0.25% | 0.30% | Q2 2013 | Q3 2017 | 18 |
Private Ocean, LLC | 18 | 18 | 2.12% | 3.33% | 3.88% | Q4 2013 | Q1 2018 | 18 |
TEXAS CAPITAL BANCSHARES INC/TX | 18 | 18 | 4.27% | 13.35% | 17.46% | Q4 2013 | Q1 2018 | 18 |
FDx Advisors, Inc. | 10 | 7 | 0.06% | 0.12% | 0.19% | Q4 2013 | Q1 2018 | 17 |
CIBC Private Wealth Group, LLC | 17 | 17 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q1 2018 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2018 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.76% | 1.19% | 2.02% | Q2 2013 | Q2 2017 | 17 |
Essex Financial Services, Inc. | 17 | 17 | 0.20% | 0.41% | 0.60% | Q1 2014 | Q1 2018 | 17 |
WASHINGTON TRUST BANK | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 17 |
JANE STREET GROUP, LLC | 17 | 17 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q1 2018 | 17 |
BADGLEY PHELPS & BELL INC | 17 | 17 | 0.29% | 0.43% | 0.56% | Q4 2013 | Q4 2017 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.22% | 0.36% | 0.60% | Q2 2013 | Q2 2017 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 17 | 17 | 0.02% | 0.06% | 0.19% | Q3 2013 | Q3 2017 | 17 |
WHALEROCK POINT PARTNERS, LLC | 7 | 2 | 0.08% | 0.09% | 0.11% | Q4 2013 | Q1 2018 | 16 |
Hanson & Doremus Investment Management | 15 | 1 | 0.03% | 0.03% | 0.05% | Q4 2014 | Q1 2019 | 16 |
NORTHERN TRUST CORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 16 |
OLD NATIONAL BANCORP /IN/ | 16 | 16 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q1 2018 | 16 |
Kinsight, LLC | 16 | 16 | 6.92% | 17.36% | 23.11% | Q3 2013 | Q2 2017 | 16 |
CWM, LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q2 2014 | Q1 2018 | 16 |
Wharton Business Group, LLC | 16 | 16 | 0.90% | 1.77% | 2.53% | Q2 2014 | Q1 2018 | 16 |
Choate Investment Advisors | 15 | 15 | 0.11% | 2.80% | 4.13% | Q3 2014 | Q1 2018 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 11 | 4 | 1.38% | 2.42% | 3.37% | Q2 2014 | Q1 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.07% | 0.20% | 0.29% | Q2 2013 | Q4 2016 | 15 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 15 | 15 | 0.08% | 0.36% | 0.47% | Q3 2014 | Q1 2018 | 15 |
RAY GERALD L & ASSOCIATES LTD | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2014 | Q3 2017 | 15 |
Burt Wealth Advisors | 14 | 14 | 0.10% | 0.15% | 0.19% | Q4 2014 | Q1 2018 | 14 |
Klingman & Associates, LLC | 14 | 14 | 4.69% | 5.46% | 6.02% | Q4 2014 | Q1 2018 | 14 |
WealthTrust Fairport, LLC | 14 | 14 | 0.04% | 0.05% | 0.08% | Q4 2014 | Q1 2018 | 14 |
Parallax Volatility Advisers, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 10 | 4 | 0.03% | 0.04% | 0.07% | Q3 2014 | Q1 2018 | 14 |
Pinnacle Wealth Management Advisory Group, LLC | 14 | 14 | 0.70% | 1.28% | 2.06% | Q4 2014 | Q1 2018 | 14 |
Timber Hill LLC | 11 | 3 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2017 | 14 |
SII INVESTMENTS INC/WI | 14 | 14 | 0.02% | 0.10% | 0.21% | Q3 2013 | Q4 2016 | 14 |
Bernicke Wealth Management, Ltd. | 14 | 14 | 0.48% | 0.96% | 2.32% | Q4 2014 | Q1 2018 | 14 |
Gratus Capital, LLC | 14 | 14 | 0.35% | 0.53% | 0.86% | Q4 2014 | Q1 2018 | 14 |
Plante Moran Financial Advisors, LLC | 14 | 14 | 0.09% | 0.29% | 0.67% | Q4 2014 | Q1 2018 | 14 |
UBS Group AG | 14 | 14 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q1 2018 | 14 |
FOSTER DYKEMA CABOT & CO INC/MA | 14 | 14 | 1.98% | 2.73% | 3.30% | Q4 2014 | Q1 2018 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2018 | 14 |
WOLVERINE TRADING, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 14 |
Sigma Planning Corp | 14 | 14 | 0.02% | 0.07% | 0.11% | Q4 2014 | Q1 2018 | 14 |
WEBSTER BANK, N. A. | 14 | 14 | 0.20% | 0.42% | 0.86% | Q4 2014 | Q1 2018 | 14 |
AIMZ Investment Advisors, LLC | 14 | 14 | 0.40% | 0.47% | 0.55% | Q4 2014 | Q1 2018 | 14 |
Glassman Wealth Services | 14 | 14 | 0.16% | 0.18% | 0.20% | Q4 2014 | Q1 2018 | 14 |
Brinker Capital Investments, LLC | 9 | 1 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q1 2018 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.02% | 0.05% | 0.06% | Q4 2013 | Q1 2017 | 14 |
Charles Schwab Investment Advisory, Inc. | 13 | 13 | 0.01% | 0.54% | 0.90% | Q1 2015 | Q1 2018 | 13 |
Frontier Wealth Management LLC | 13 | 13 | 1.55% | 2.69% | 3.41% | Q1 2015 | Q1 2018 | 13 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.04% | 0.17% | 0.40% | Q4 2013 | Q1 2018 | 13 |
VALLEY NATIONAL ADVISERS INC | 13 | 13 | 0.14% | 0.61% | 1.00% | Q1 2015 | Q1 2018 | 13 |
Waverly Advisors, LLC | 9 | 4 | 0.03% | 2.50% | 14.16% | Q3 2013 | Q1 2018 | 13 |
Private Advisor Group, LLC | 8 | 1 | 0.01% | 0.09% | 0.23% | Q4 2013 | Q1 2018 | 13 |
BROWN BROTHERS HARRIMAN & CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 13 |
Harbour Capital Advisors, LLC | 6 | 6 | 0.22% | 0.36% | 0.71% | Q1 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
CUTLER INVESTMENT COUNSEL LLC | 10 | 2 | 0.36% | 0.43% | 0.53% | Q4 2014 | Q1 2018 | 12 |
SG Americas Securities, LLC | 9 | 3 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q4 2017 | 12 |
Asset Planning Services, Ltd. | 12 | 12 | 0.28% | 0.35% | 0.40% | Q2 2015 | Q1 2018 | 12 |
GRIMES & COMPANY, INC. | 12 | 12 | 3.08% | 5.08% | 6.64% | Q2 2015 | Q1 2018 | 12 |
DOWLING & YAHNKE LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q1 2018 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q1 2018 | 12 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q2 2019 | 11 |
VSR Financial Services, Inc. | 11 | 11 | 0.08% | 0.44% | 0.65% | Q4 2013 | Q2 2016 | 11 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q1 2016 | 11 |
Smithfield Trust Co | 11 | 11 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2015 | 11 |
FRONTIER INVESTMENT MGMT CO | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2019 | 11 |
Ken Stern & Associates, Inc. | 11 | 11 | 0.19% | 0.32% | 0.55% | Q4 2015 | Q2 2018 | 11 |
COMERICA BANK | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2017 | 11 |
Summit Financial Strategies, Inc. | 11 | 11 | 0.30% | 0.34% | 0.40% | Q3 2015 | Q1 2018 | 11 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 10 |
Manchester Capital Management LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2018 | 10 |
Relative Value Partners Group, LLC | 10 | 10 | 1.99% | 2.87% | 3.61% | Q1 2016 | Q2 2018 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2015 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.67% | 0.94% | 1.27% | Q4 2015 | Q1 2018 | 10 |
Bartlett & Co. LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.11% | 0.70% | 2.19% | Q4 2013 | Q1 2018 | 10 |
Gemmer Asset Management LLC | 8 | 2 | 0.57% | 1.23% | 3.39% | Q1 2014 | Q2 2021 | 10 |
M&T BANK CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 10 |
Delphi Private Advisors LLC | 10 | 10 | 0.20% | 0.31% | 0.60% | Q4 2015 | Q1 2018 | 10 |
Cornerstone Advisory, LLC | 10 | 10 | 2.68% | 4.26% | 5.92% | Q4 2015 | Q1 2018 | 10 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 10 |
BlackRock Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q2 2017 | 10 |
WIMMER ASSOCIATES 1, LLC | 10 | 10 | 0.90% | 1.76% | 2.02% | Q4 2015 | Q1 2018 | 10 |
Pinnacle Summer Investments, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2015 | 9 |
McNamara Financial Services, Inc. | 9 | 9 | 0.69% | 0.80% | 0.86% | Q1 2016 | Q1 2018 | 9 |
RAYMOND JAMES TRUST N.A. | 7 | 2 | 0.01% | 0.13% | 1.00% | Q4 2015 | Q1 2018 | 9 |
Lido Advisors, LLC | 9 | 9 | 0.20% | 0.50% | 0.96% | Q1 2016 | Q1 2018 | 9 |
BLAIR WILLIAM & CO/IL | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2018 | 9 |
EP Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q1 2014 | Q1 2016 | 9 |
Mariner, LLC | 9 | 9 | 0.17% | 0.28% | 0.34% | Q1 2016 | Q1 2018 | 9 |
Foothills Asset Management, Ltd. | 9 | 9 | 0.22% | 0.31% | 0.38% | Q4 2013 | Q4 2015 | 9 |
Janney Montgomery Scott LLC | 7 | 2 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2018 | 9 |
Roundview Capital LLC | 9 | 9 | 0.08% | 0.10% | 0.13% | Q3 2016 | Q3 2018 | 9 |
Blue Fin Capital, Inc. | 8 | 1 | 0.16% | 0.35% | 0.57% | Q4 2015 | Q1 2018 | 9 |
IFP Advisors, Inc | 8 | 1 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q1 2018 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.18% | 0.24% | 0.32% | Q4 2014 | Q4 2016 | 9 |
CAPTRUST FINANCIAL ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 9 |
OPPENHEIMER & CO INC | 9 | 9 | 0.01% | 0.58% | 0.75% | Q2 2013 | Q2 2015 | 9 |
BRIGHTON JONES LLC | 5 | 4 | 0.07% | 0.10% | 0.13% | Q3 2015 | Q1 2018 | 9 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2016 | 8 |
Bouchey Financial Group Ltd | 8 | 8 | 1.92% | 2.18% | 2.65% | Q4 2013 | Q3 2015 | 8 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q3 2015 | 8 |
Marquette Asset Management, LLC | 8 | 8 | 0.14% | 0.14% | 0.15% | Q2 2013 | Q1 2015 | 8 |
Clearwater Capital Advisors, LLC | 8 | 8 | 0.46% | 0.51% | 0.58% | Q2 2016 | Q1 2018 | 8 |
Tortoise Investment Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Chicago Partners Investment Group LLC | 5 | 3 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2018 | 8 |
SUNTRUST BANKS INC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q1 2018 | 8 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2018 | 8 |
COMERICA SECURITIES INC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q1 2018 | 8 |
Ironsides Asset Advisors, LLC | 8 | 8 | 0.09% | 0.10% | 0.11% | Q2 2014 | Q1 2016 | 8 |
Focused Wealth Management, Inc | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.14% | 0.17% | 0.20% | Q2 2016 | Q1 2018 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 8 |
CIDEL ASSET MANAGEMENT INC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q1 2018 | 8 |
West Coast Financial LLC | 8 | 8 | 0.32% | 0.36% | 0.56% | Q2 2016 | Q1 2018 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 7 |
LVW Advisors, LLC | 7 | 7 | 0.18% | 0.68% | 1.21% | Q4 2014 | Q2 2016 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
L & S Advisors Inc | 7 | 7 | 0.05% | 0.06% | 0.08% | Q3 2016 | Q1 2018 | 7 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.02% | 0.08% | Q1 2015 | Q3 2016 | 7 |
CIBC WORLD MARKET INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
Stratos Wealth Partners, LTD. | 7 | 7 | 0.02% | 0.08% | 0.13% | Q3 2016 | Q1 2018 | 7 |
Regal Investment Advisors LLC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q1 2015 | 7 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 7 | 7 | 0.50% | 0.69% | 0.93% | Q4 2014 | Q2 2016 | 7 |
Advisory Services Network, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.21% | 0.31% | 0.49% | Q2 2013 | Q4 2014 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Millburn Ridgefield Corp | 6 | 6 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q1 2018 | 6 |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 6 |
Laurel Wealth Advisors, Inc. | 6 | 6 | 0.10% | 0.13% | 0.18% | Q4 2016 | Q1 2018 | 6 |
Perkins Coie Trust Co | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q1 2018 | 6 |
Fort Point Capital Partners LLC | 5 | 1 | 0.18% | 0.91% | 1.19% | Q4 2013 | Q1 2018 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.12% | Q1 2015 | Q1 2018 | 6 |
Bell Rock Capital LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q1 2018 | 6 |
Blume Capital Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 6 | 0.03% | 0.05% | 0.09% | Q4 2016 | Q1 2018 | 6 |
V Wealth Advisors LLC | 6 | 6 | 0.02% | 1.02% | 1.68% | Q1 2016 | Q2 2017 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Pacific Center for Financial Services | 6 | 6 | 0.88% | 2.34% | 2.77% | Q4 2016 | Q1 2018 | 6 |
DEUTSCHE BANK AG\ | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2018 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
HL FINANCIAL SERVICES LLC | 4 | 2 | 0.16% | 0.21% | 0.24% | Q1 2015 | Q4 2016 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 6 |
ROPES WEALTH ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Aveo Capital Partners, LLC | 6 | 6 | 0.15% | 0.17% | 0.21% | Q4 2016 | Q1 2018 | 6 |
Mercer Capital Advisers, Inc. | 5 | 5 | 0.31% | 0.35% | 0.38% | Q4 2014 | Q4 2015 | 5 |
Covington Capital Management | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 5 |
Lubar & Co., Inc | 5 | 5 | 2.94% | 4.08% | 4.66% | Q2 2015 | Q2 2016 | 5 |
NATIXIS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Financial Architects, Inc | 5 | 5 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q2 2015 | 5 |
ATHERTON LANE ADVISERS, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q2 2014 | Q2 2015 | 5 |
MILLENNIUM MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.56% | 0.66% | 0.89% | Q4 2014 | Q4 2015 | 5 |
CITY NATIONAL BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Cornerstone Wealth Management, LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q1 2017 | Q1 2018 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
TIEDEMANN ADVISORS, LLC | 5 | 5 | 1.48% | 1.90% | 2.26% | Q1 2017 | Q1 2018 | 5 |
First Allied Asset Management, Inc. | 5 | 5 | 0.45% | 0.55% | 0.70% | Q1 2014 | Q1 2015 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 5 |
Van Hulzen Asset Management, LLC | 5 | 5 | 0.33% | 0.41% | 0.54% | Q2 2017 | Q2 2018 | 5 |
NATIONAL PLANNING CORP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q2 2015 | 5 |
Founders Capital Management | 5 | 5 | 0.49% | 0.53% | 0.56% | Q1 2017 | Q1 2018 | 5 |
Institute for Wealth Management, LLC. | 4 | 4 | 0.43% | 0.59% | 0.71% | Q2 2017 | Q1 2018 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.06% | 0.12% | Q2 2017 | Q1 2018 | 4 |
Sequoia Financial Advisors, LLC | 3 | 1 | 0.07% | 0.09% | 0.12% | Q2 2016 | Q1 2018 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2018 | 4 |
Geneva Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
Gs Investments, Inc. | 4 | 4 | 0.09% | 0.10% | 0.12% | Q2 2017 | Q1 2018 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Patten Group, Inc. | 4 | 4 | 0.13% | 0.38% | 0.72% | Q4 2014 | Q3 2015 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.38% | 0.85% | 1.17% | Q4 2014 | Q3 2015 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.02% | 0.07% | 0.10% | Q2 2017 | Q1 2018 | 4 |
Voya Financial Advisors, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2015 | Q4 2015 | 4 |
Wellesley Investment Partners, LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q2 2017 | Q1 2018 | 4 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 4 |
Rain Capital Management, LLC | 4 | 4 | 0.00% | 0.07% | 0.28% | Q4 2015 | Q3 2016 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q1 2018 | 4 |
Bridgeworth, LLC | 4 | 4 | 0.16% | 0.86% | 1.73% | Q2 2017 | Q1 2018 | 4 |
Hilltop Holdings Inc. | 3 | 1 | 0.04% | 0.09% | 0.13% | Q2 2015 | Q1 2018 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Bank of Kentucky, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q1 2015 | 4 |
Balentine LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.01% | 0.19% | 0.28% | Q4 2015 | Q3 2016 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.34% | 0.55% | 1.15% | Q2 2017 | Q1 2018 | 4 |
Wealthquest Corp | 4 | 4 | 16.97% | 23.18% | 27.74% | Q4 2014 | Q3 2015 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
QUADRANT CAPITAL GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q2 2014 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Aldebaran Financial Inc. | 3 | 3 | 0.47% | 0.48% | 0.50% | Q4 2014 | Q2 2015 | 3 |
Cribstone Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 1.21% | 3.10% | 5.35% | Q2 2013 | Q4 2013 | 3 |
Paracle Advisors, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2014 | Q2 2015 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.22% | 0.24% | 0.30% | Q4 2015 | Q2 2016 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q1 2018 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.86% | 1.58% | 1.97% | Q2 2013 | Q4 2013 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
NWAM LLC | 3 | 3 | 0.31% | 0.32% | 0.34% | Q2 2012 | Q4 2012 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Windsor Wealth Management, Inc. | 3 | 3 | 0.62% | 0.65% | 0.68% | Q4 2017 | Q2 2018 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
REINHART PARTNERS, LLC. | 3 | 3 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Madison Scottsdale, LC | 3 | 3 | 0.91% | 0.94% | 0.97% | Q2 2013 | Q4 2013 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.21% | 0.24% | 0.27% | Q4 2012 | Q2 2013 | 3 |
Sharkey, Howes & Javer | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
PACIFIC FINANCIAL GROUP INC | 3 | 3 | 0.57% | 2.15% | 4.39% | Q2 2013 | Q4 2013 | 3 |
Cambria Investment Management, L.P. | 3 | 3 | 0.09% | 0.20% | 0.28% | Q4 2014 | Q2 2015 | 3 |
WESTON CAPITAL MANAGEMENT INC | 3 | 3 | 3.14% | 3.24% | 3.35% | Q2 2013 | Q4 2013 | 3 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 2 | 0.13% | 0.43% | 0.72% | Q1 2017 | Q2 2017 | 2 |
HALL LAURIE J TRUSTEE | 2 | 2 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Hefty Wealth Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 15.99% | 16.04% | 16.09% | Q4 2017 | Q1 2018 | 2 |
Salient Private Client, LLC | 2 | 2 | 0.69% | 0.76% | 0.83% | Q4 2017 | Q1 2018 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.03% | 0.20% | 0.38% | Q4 2015 | Q1 2016 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.27% | 0.27% | 0.27% | Q1 2017 | Q2 2017 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 2 |
Twele Capital Management, Inc. | 2 | 2 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q3 2013 | 2 |
Arlington Financial Advisors, LLC | 2 | 2 | 5.83% | 5.97% | 6.11% | Q4 2017 | Q1 2018 | 2 |
EASTERN BANK | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 3.88% | 6.26% | 8.64% | Q1 2017 | Q2 2017 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 2 |
Ruggie Capital Group | 2 | 2 | 0.20% | 0.44% | 0.68% | Q4 2017 | Q1 2018 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 6.53% | 6.53% | 6.53% | Q1 2014 | Q2 2014 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q1 2014 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 1.27% | 1.62% | 1.97% | Q4 2017 | Q1 2018 | 2 |
Tiedemann Wealth Management Holdings, LLC | 2 | 2 | 25.32% | 42.65% | 59.98% | Q1 2017 | Q2 2017 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2017 | Q1 2018 | 2 |
Carlson Capital Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Paulson Wealth Management Inc. | 2 | 2 | 0.84% | 0.89% | 0.93% | Q4 2017 | Q1 2018 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Certified Advisory Corp | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
COMMUNITY BANK SYSTEM, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2017 | Q1 2018 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2017 | Q1 2018 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Harborview Advisors, LLC | 2 | 2 | 0.35% | 0.45% | 0.54% | Q1 2018 | Q2 2018 | 2 |
FundX Investment Group, LLC | 2 | 2 | 3.77% | 3.85% | 3.94% | Q2 2013 | Q3 2013 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
PATTEN & PATTEN INC/TN | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q1 2014 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2017 | Q1 2018 | 2 |
Wealthstreet Investment Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 5.71% | 6.31% | 6.92% | Q4 2017 | Q1 2018 | 2 |
CITY HOLDING CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Hartford Financial Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2017 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Leonard Rickey Investment Advisors P.L.L.C. | 2 | 2 | 1.10% | 1.32% | 1.55% | Q4 2017 | Q1 2018 | 2 |
CNB Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
BigSur Wealth Management LLC | 1 | 1 | 0.30% | 0.32% | 0.33% | Q4 2016 | Q1 2018 | 2 |
SignalPoint Asset Management, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2016 | Q3 2016 | 2 |
Northwest Bancshares, Inc. | 2 | 2 | 1.30% | 1.34% | 1.38% | Q4 2017 | Q1 2018 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2017 | Q1 2018 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
LANDAAS & CO /WI /ADV | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2015 | Q4 2015 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2015 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Community Bank, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Financial Advocates Investment Management | 2 | 2 | 1.20% | 1.22% | 1.24% | Q4 2017 | Q1 2018 | 2 |
RONALD BLUE & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2016 | Q4 2016 | 1 |
Clarius Group, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2015 | Q4 2015 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
Caprock Group, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2017 | Q2 2017 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q1 2017 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Intersect Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Sageworth Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2015 | Q2 2015 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 3.49% | 3.49% | 3.49% | Q1 2018 | Q1 2018 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Hochman Cole Investment Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
DRW Securities, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2014 | Q1 2014 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
RFG Advisory, LLC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q1 2018 | Q1 2018 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
CADENCE BANK NA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LINCOLN CAPITAL CORP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2016 | Q4 2016 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
Raub Brock Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
HC Financial Advisors, Inc. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2017 | Q4 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
TOWER TRUST Co | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WFA of San Diego, LLC | 1 | 1 | 3.50% | 3.50% | 3.50% | Q1 2021 | Q1 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 2.06% | 2.06% | 2.06% | Q1 2018 | Q1 2018 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2018 | Q1 2018 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own POWERSHARES ETF TRUST or have owned POWERSHARES ETF TRUST in the past.