Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Asset Management Group, Inc. | 24 | 24 | 0.14% | 0.44% | 0.69% | Q2 2013 | Q1 2019 | 24 |
EXENCIAL WEALTH ADVISORS, LLC | 22 | 22 | 0.09% | 0.25% | 0.43% | Q1 2013 | Q2 2018 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.05% | 0.06% | 0.12% | Q2 2013 | Q2 2018 | 21 |
ARGI Investment Services, LLC | 21 | 21 | 0.02% | 0.17% | 2.60% | Q2 2013 | Q2 2018 | 21 |
COMMERCE BANK | 21 | 21 | 0.03% | 0.04% | 0.06% | Q1 2013 | Q1 2018 | 21 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
ClearBridge Investments | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2018 | 20 |
SYNOVUS FINANCIAL CORP | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q1 2018 | 20 |
First Allied Advisory Services, Inc. | 20 | 20 | 0.05% | 0.13% | 0.35% | Q2 2013 | Q1 2018 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
FIRST TRUST ADVISORS LP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
CITIGROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
NewSquare Capital LLC | 20 | 20 | 0.11% | 0.24% | 0.37% | Q2 2013 | Q1 2018 | 20 |
LPL Financial LLC | 20 | 20 | 0.03% | 0.06% | 0.16% | Q2 2013 | Q1 2018 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2018 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
MORGAN STANLEY | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.01% | 0.02% | 0.13% | Q2 2013 | Q1 2018 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Transamerica Financial Advisors, Inc. | 20 | 20 | 0.24% | 0.38% | 0.64% | Q2 2013 | Q1 2018 | 20 |
Partnervest Advisory Services LLC | 20 | 20 | 0.12% | 0.43% | 1.77% | Q2 2013 | Q1 2018 | 20 |
FIFTH THIRD BANCORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
ASSETMARK, INC | 19 | 19 | 0.16% | 0.21% | 0.25% | Q3 2013 | Q1 2018 | 19 |
Raymond James Financial Services Advisors, Inc. | 11 | 8 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2018 | 19 |
UBS ASSET MANAGEMENT AMERICAS INC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2018 | 19 |
Tortoise Investment Management, LLC | 19 | 19 | 0.41% | 0.89% | 1.91% | Q3 2013 | Q1 2018 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.11% | Q2 2013 | Q3 2017 | 18 |
BOSTON ADVISORS LLC | 16 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 18 |
STIFEL FINANCIAL CORP | 17 | 17 | 0.01% | 0.02% | 0.08% | Q1 2014 | Q1 2018 | 17 |
CAPTRUST FINANCIAL ADVISORS | 6 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2018 | 17 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 17 | 17 | 0.09% | 3.87% | 5.93% | Q1 2014 | Q1 2018 | 17 |
Janney Montgomery Scott LLC | 10 | 7 | 0.01% | 0.01% | 0.04% | Q3 2013 | Q1 2018 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2017 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 16 |
COUNTRY TRUST BANK | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2018 | 16 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
ASHFORD CAPITAL MANAGEMENT INC | 15 | 15 | 0.14% | 0.85% | 2.19% | Q2 2013 | Q4 2016 | 15 |
Pinnacle Advisory Group, Inc. | 10 | 5 | 0.02% | 0.05% | 0.09% | Q1 2014 | Q4 2017 | 15 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q4 2016 | 15 |
FARMERS & MERCHANTS INVESTMENTS INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 15 |
UBS Group AG | 14 | 14 | 0.00% | 0.05% | 0.08% | Q4 2014 | Q1 2018 | 15 |
Parallax Volatility Advisers, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
Winslow, Evans & Crocker, Inc. | 14 | 14 | 0.02% | 0.26% | 0.44% | Q4 2014 | Q1 2018 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2016 | 14 |
KWMG, LLC | 14 | 14 | 0.16% | 0.24% | 0.32% | Q4 2014 | Q1 2018 | 14 |
Cetera Advisors LLC | 10 | 4 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q1 2018 | 14 |
Lowe Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
BANK OF THE WEST | 10 | 3 | 0.03% | 0.07% | 0.16% | Q4 2013 | Q2 2017 | 13 |
CAMBIAR INVESTORS LLC | 7 | 6 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2018 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Community Bank, N.A. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2018 | 12 |
GUGGENHEIM CAPITAL LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2016 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q1 2018 | 12 |
Sigma Planning Corp | 12 | 12 | 0.03% | 0.04% | 0.08% | Q2 2015 | Q1 2018 | 12 |
Invesco Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
JPMORGAN CHASE & CO | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 12 |
Formidable Asset Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 11 |
JNBA Financial Advisors | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 11 |
BANQUE PICTET & CIE SA | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2018 | 11 |
Parkside Financial Bank & Trust | 11 | 11 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q1 2018 | 11 |
Pictet North America Advisors SA | 11 | 11 | 0.05% | 0.07% | 0.09% | Q3 2015 | Q1 2018 | 11 |
Cardan Capital Partners, LLC | 10 | 10 | 0.63% | 0.92% | 1.16% | Q4 2015 | Q1 2018 | 10 |
CREDIT SUISSE AG/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2015 | 10 |
CITIZENS FINANCIAL GROUP INC/RI | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2018 | 10 |
Advisory Services Network, LLC | 5 | 1 | 0.01% | 0.04% | 0.26% | Q2 2013 | Q1 2018 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 10 |
Archford Capital Strategies, LLC | 10 | 10 | 0.19% | 0.25% | 0.35% | Q4 2015 | Q1 2018 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.01% | 0.05% | 0.30% | Q2 2013 | Q1 2017 | 10 |
Oakworth Capital, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 10 |
Yellowstone Partners, LLC | 7 | 1 | 0.12% | 0.21% | 0.37% | Q1 2014 | Q4 2017 | 10 |
Barrett Asset Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 9 |
FIRST UNITED BANK & TRUST | 9 | 9 | 0.20% | 0.51% | 0.67% | Q1 2016 | Q1 2018 | 9 |
M&T BANK CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 9 |
INVESTMENT CENTERS OF AMERICA INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2017 | 8 |
Lattice Strategies LLC | 7 | 1 | 0.13% | 0.15% | 0.17% | Q3 2013 | Q3 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Clearwater Capital Advisors, LLC | 8 | 8 | 0.05% | 0.12% | 0.33% | Q2 2016 | Q1 2018 | 8 |
Atria Investments, Inc | 5 | 3 | 0.03% | 0.06% | 0.14% | Q3 2014 | Q1 2017 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q1 2018 | 8 |
OPPENHEIMER & CO INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.14% | 0.19% | 0.25% | Q1 2016 | Q4 2017 | 8 |
JANE STREET GROUP, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q1 2018 | 8 |
PITTENGER & ANDERSON INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 0.63% | 0.84% | 0.93% | Q2 2013 | Q1 2015 | 8 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.05% | 0.07% | 0.15% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2014 | 7 |
StrategIQ Financial Group, LLC | 7 | 7 | 0.16% | 0.18% | 0.21% | Q3 2016 | Q1 2018 | 7 |
Chevy Chase Trust Holdings, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Richard Bernstein Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q1 2018 | 7 |
FDx Advisors, Inc. | 4 | 3 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q1 2018 | 7 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 7 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 7 | 7 | 0.05% | 0.24% | 0.33% | Q3 2016 | Q1 2018 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.06% | 0.15% | 0.43% | Q3 2016 | Q1 2018 | 7 |
Fusion Investment Group, LLC | 7 | 7 | 0.09% | 0.32% | 0.60% | Q4 2013 | Q2 2015 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.22% | 0.56% | 1.05% | Q4 2015 | Q2 2017 | 7 |
BerganKDV Wealth Management, LLC | 7 | 7 | 0.07% | 0.09% | 0.13% | Q3 2016 | Q1 2018 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q1 2017 | 7 |
GOLDMAN SACHS GROUP INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 7 |
FineMark National Bank & Trust | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q2 2015 | 7 |
Clear Perspective Advisors, LLC | 6 | 6 | 0.32% | 0.35% | 0.42% | Q4 2016 | Q1 2018 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.09% | 0.12% | 0.14% | Q4 2016 | Q1 2018 | 6 |
Cetera Advisor Networks LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 6 |
SII INVESTMENTS INC/WI | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2017 | 6 |
Neumann Capital Management, LLC | 6 | 6 | 0.23% | 0.29% | 0.37% | Q4 2014 | Q1 2016 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.01% | 0.09% | 0.15% | Q4 2016 | Q1 2018 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
Continuum Advisory, LLC | 5 | 5 | 0.33% | 0.40% | 0.52% | Q1 2017 | Q1 2018 | 5 |
Stratos Wealth Partners, LTD. | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2018 | 5 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.05% | 0.17% | Q3 2014 | Q1 2018 | 5 |
NEWGATE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.12% | 0.94% | 2.24% | Q2 2014 | Q2 2016 | 5 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q1 2018 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q1 2018 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q1 2018 | 5 |
Cutler Group LLC / CA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.02% | 0.07% | 0.11% | Q1 2017 | Q1 2018 | 5 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 5 |
NatWest Group plc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 5 |
HighTower Advisors, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2018 | 5 |
BlackRock Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Bouchey Financial Group Ltd | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2014 | Q3 2015 | 5 |
Trust Co | 5 | 5 | 0.00% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
CITY NATIONAL BANK | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q1 2018 | 4 |
Ausdal Financial Partners, Inc. | 4 | 4 | 0.18% | 0.20% | 0.22% | Q2 2017 | Q1 2018 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.07% | 0.20% | 0.30% | Q3 2016 | Q1 2018 | 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 4 |
Bares Capital Management | 3 | 1 | 0.02% | 0.05% | 0.16% | Q1 2013 | Q1 2014 | 4 |
BlackRock Institutional Trust Company, N.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
NORTHERN TRUST CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Argentus Capital Management, LLC | 2 | 1 | 0.03% | 0.07% | 0.12% | Q2 2015 | Q3 2016 | 4 |
Aveo Capital Partners, LLC | 3 | 1 | 0.08% | 0.10% | 0.11% | Q4 2016 | Q4 2017 | 4 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.00% | 0.32% | 0.59% | Q4 2015 | Q1 2018 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 3 |
MANAGED ACCOUNT SERVICES INC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q2 2017 | Q4 2017 | 3 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q2 2017 | 3 |
Smithfield Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Brookstone Capital Management | 1 | 1 | 0.56% | 0.66% | 0.76% | Q4 2015 | Q1 2017 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 3 |
Csenge Advisory Group | 3 | 3 | 1.30% | 1.35% | 1.40% | Q3 2017 | Q1 2018 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Morningstar Investment Services LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2017 | 3 |
Citadel Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
ProVise Management Group, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q4 2017 | 3 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q3 2017 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.14% | 0.22% | Q2 2014 | Q1 2018 | 3 |
WealthTrust Fairport, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 3 |
Avestar Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.17% | 0.34% | Q2 2017 | Q1 2018 | 2 |
Secrest Blakey & Associates, LLC | 2 | 2 | 0.48% | 0.48% | 0.49% | Q4 2017 | Q1 2018 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q1 2018 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2017 | Q1 2018 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
North Star Investment Management Corp. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2017 | Q1 2018 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Karpus Management, Inc. | 2 | 2 | 0.61% | 2.50% | 4.40% | Q2 2013 | Q3 2013 | 2 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.18% | 0.33% | 0.49% | Q4 2013 | Q1 2014 | 2 |
Ruggie Capital Group | 2 | 2 | 0.04% | 0.08% | 0.12% | Q1 2015 | Q2 2015 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q2 2013 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q2 2016 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
American Portfolios Advisors | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Rotella Capital Management, Inc. | 2 | 2 | 0.80% | 1.17% | 1.54% | Q3 2013 | Q4 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.11% | 0.13% | 0.16% | Q4 2017 | Q1 2018 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
COMERICA BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Successful Portfolios LLC | 2 | 2 | 0.54% | 0.55% | 0.57% | Q4 2017 | Q1 2018 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Milestone Advisory Partners | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2017 | Q1 2018 | 2 |
Wealth Alliance Advisory Group, LLC | 2 | 2 | 0.91% | 1.55% | 2.19% | Q4 2017 | Q1 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q4 2017 | 2 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Well Done, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Smart Portfolios, LLC | 1 | 1 | 11.51% | 11.51% | 11.51% | Q2 2013 | Q2 2013 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q2 2013 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2017 | Q2 2017 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2017 | Q2 2017 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
MONEYWISE, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2017 | Q4 2017 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Heritage Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q4 2012 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
External links
This page lists all the filers that currently own POWERSHARES ETF TR II or have owned POWERSHARES ETF TR II in the past.