Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 20 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q1 2018 | 55 |
BARCLAYS PLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 40 |
JANE STREET GROUP, LLC | 17 | 17 | 0.00% | 0.02% | 0.11% | Q1 2014 | Q1 2018 | 39 |
Baldwin Investment Management, LLC | 32 | 32 | 0.16% | 0.25% | 0.33% | Q2 2013 | Q1 2021 | 32 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 30 | 30 | 0.11% | 1.98% | 3.65% | Q3 2013 | Q4 2020 | 30 |
Greenwich Wealth Management LLC | 9 | 2 | 0.02% | 0.06% | 0.11% | Q3 2014 | Q3 2022 | 27 |
GOLDMAN SACHS GROUP INC | 14 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q1 2018 | 26 |
Parallax Volatility Advisers, L.P. | 16 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 25 |
RETIREMENT INCOME SOLUTIONS, INC | 24 | 24 | 2.06% | 3.46% | 5.47% | Q4 2017 | Q3 2023 | 24 |
NWAM LLC | 24 | 24 | 0.51% | 2.42% | 5.20% | Q2 2012 | Q1 2018 | 24 |
First Horizon Advisors, Inc. | 15 | 8 | 1.02% | 2.57% | 4.68% | Q1 2012 | Q4 2017 | 23 |
CAHILL FINANCIAL ADVISORS INC | 23 | 23 | 0.48% | 0.85% | 1.31% | Q4 2013 | Q2 2019 | 23 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 20 | 2 | 0.20% | 0.39% | 0.66% | Q2 2010 | Q1 2018 | 22 |
UBS Group AG | 14 | 14 | 0.00% | 0.17% | 0.31% | Q4 2014 | Q1 2018 | 22 |
New England Private Wealth Advisors LLC | 22 | 22 | 1.25% | 3.29% | 5.35% | Q4 2012 | Q1 2018 | 22 |
MUFG Americas Holdings Corp | 22 | 22 | 0.08% | 0.18% | 0.38% | Q4 2012 | Q1 2018 | 22 |
Colorado Capital Management, Inc. | 22 | 22 | 0.76% | 1.03% | 1.47% | Q4 2015 | Q1 2021 | 22 |
ARGI Investment Services, LLC | 13 | 3 | 0.39% | 1.86% | 2.92% | Q2 2013 | Q2 2019 | 22 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 21 | 0.20% | 0.35% | 0.53% | Q1 2013 | Q1 2018 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.03% | 0.34% | 0.60% | Q2 2013 | Q2 2018 | 21 |
Cutler Group LLC / CA | 10 | 10 | 0.00% | 0.00% | 0.05% | Q4 2015 | Q1 2018 | 21 |
FRONTIER INVESTMENT MGMT CO | 21 | 21 | 0.05% | 1.85% | 3.22% | Q4 2014 | Q4 2019 | 21 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14 | 7 | 0.13% | 1.57% | 4.16% | Q4 2014 | Q1 2020 | 21 |
DAVIS R M INC | 20 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2018 | 21 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 21 |
Stelac Advisory Services LLC | 20 | 1 | 3.25% | 7.90% | 10.91% | Q4 2012 | Q1 2018 | 21 |
HBK Sorce Advisory LLC | 21 | 21 | 0.14% | 0.29% | 0.65% | Q2 2013 | Q2 2018 | 21 |
BOKF, NA | 20 | 20 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2018 | 20 |
Prospera Financial Services Inc | 20 | 20 | 0.07% | 0.42% | 1.69% | Q2 2013 | Q1 2018 | 20 |
Financial Advisory Group | 20 | 20 | 0.24% | 1.65% | 2.48% | Q2 2013 | Q1 2018 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.01% | 0.11% | 0.19% | Q2 2013 | Q1 2018 | 20 |
D.A. DAVIDSON & CO. | 20 | 20 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2018 | 20 |
Brinker Capital Investments, LLC | 20 | 20 | 0.00% | 0.51% | 1.38% | Q2 2013 | Q1 2018 | 20 |
COMERICA BANK | 20 | 20 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2018 | 20 |
Creative Planning | 20 | 20 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
NTV ASSET MANAGEMENT LLC | 20 | 20 | 1.30% | 1.77% | 2.21% | Q2 2013 | Q1 2018 | 20 |
FIRST NATIONAL BANK OF OMAHA | 20 | 20 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2018 | 20 |
BANK OF MONTREAL /CAN/ | 20 | 20 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2018 | 20 |
SUNTRUST BANKS INC | 20 | 20 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q1 2018 | 20 |
STEPHENS INC /AR/ | 20 | 20 | 0.09% | 0.25% | 0.42% | Q2 2013 | Q1 2018 | 20 |
Horizon Kinetics | 20 | 20 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.04% | 0.09% | 0.24% | Q2 2013 | Q1 2018 | 20 |
Kingfisher Capital LLC | 20 | 20 | 0.24% | 1.67% | 2.93% | Q2 2013 | Q1 2018 | 20 |
FIRST HAWAIIAN BANK | 20 | 20 | 0.13% | 0.15% | 0.23% | Q2 2013 | Q1 2018 | 20 |
ADVISORY RESEARCH INC | 20 | 20 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q1 2018 | 20 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.29% | 0.51% | 0.94% | Q2 2013 | Q1 2018 | 20 |
Haverford Trust Co | 20 | 20 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q1 2018 | 20 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 20 | 20 | 2.41% | 2.75% | 3.67% | Q2 2013 | Q1 2018 | 20 |
Alexandria Capital, LLC | 20 | 20 | 0.14% | 0.35% | 0.68% | Q2 2013 | Q1 2018 | 20 |
KING LUTHER CAPITAL MANAGEMENT CORP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.10% | 0.14% | 0.16% | Q2 2013 | Q1 2018 | 20 |
MCDONALD CAPITAL INVESTORS INC/CA | 20 | 20 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2018 | 20 |
LPL Financial LLC | 20 | 20 | 0.00% | 0.61% | 0.99% | Q2 2013 | Q1 2018 | 20 |
Ashfield Capital Partners, LLC | 20 | 20 | 0.02% | 0.24% | 0.56% | Q2 2013 | Q1 2018 | 20 |
PEAPACK GLADSTONE FINANCIAL CORP | 20 | 20 | 0.28% | 0.37% | 0.44% | Q2 2013 | Q1 2018 | 20 |
LBMC INVESTMENT ADVISORS, LLC | 20 | 20 | 17.48% | 19.49% | 20.53% | Q2 2013 | Q1 2018 | 20 |
CREDIT SUISSE AG/ | 12 | 8 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q1 2018 | 20 |
Smithfield Trust Co | 20 | 20 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q1 2018 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
ETRADE Capital Management LLC | 20 | 20 | 1.76% | 1.96% | 2.20% | Q2 2013 | Q1 2018 | 20 |
ATWOOD & PALMER INC | 20 | 20 | 0.02% | 0.32% | 1.15% | Q2 2013 | Q1 2018 | 20 |
First Heartland Consultants, Inc. | 20 | 20 | 0.30% | 0.96% | 1.29% | Q2 2013 | Q1 2018 | 20 |
Annex Advisory Services, LLC | 20 | 20 | 7.67% | 8.26% | 9.15% | Q2 2013 | Q1 2018 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.24% | 0.37% | 0.49% | Q2 2013 | Q1 2018 | 20 |
MARCO INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.01% | 0.10% | 0.16% | Q2 2013 | Q1 2018 | 20 |
Sandy Spring Bank | 20 | 20 | 0.05% | 0.09% | 0.18% | Q2 2013 | Q1 2018 | 20 |
CENTRAL TRUST Co | 20 | 20 | 0.24% | 0.65% | 0.85% | Q2 2013 | Q1 2018 | 20 |
FIFTH THIRD BANCORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
DAVENPORT & Co LLC | 20 | 20 | 0.07% | 0.10% | 0.28% | Q2 2013 | Q1 2018 | 20 |
MORGAN STANLEY | 20 | 20 | 0.11% | 0.18% | 0.25% | Q2 2013 | Q1 2018 | 20 |
HM PAYSON & CO | 20 | 20 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q1 2018 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q1 2018 | 20 |
WealthTrust Fairport, LLC | 20 | 20 | 0.03% | 0.72% | 2.68% | Q2 2013 | Q1 2018 | 20 |
Bank of New York Mellon Corp | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
CITIGROUP INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
REGIONS FINANCIAL CORP | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
Somerset Group LLC | 20 | 20 | 0.89% | 2.13% | 3.56% | Q2 2013 | Q1 2018 | 20 |
GREENLEAF TRUST | 20 | 20 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q1 2018 | 20 |
Cetera Advisor Networks LLC | 20 | 20 | 0.33% | 0.84% | 1.43% | Q1 2013 | Q4 2017 | 20 |
Brown Advisory Securities, LLC | 20 | 20 | 1.05% | 1.74% | 2.13% | Q2 2013 | Q1 2018 | 20 |
WADE G W & INC | 20 | 20 | 0.20% | 0.30% | 0.43% | Q2 2013 | Q1 2018 | 20 |
OPPENHEIMER & CO INC | 20 | 20 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q1 2018 | 20 |
FIRST UNITED BANK & TRUST | 20 | 20 | 0.78% | 0.91% | 1.04% | Q2 2013 | Q1 2018 | 20 |
LifePlan Financial Group, Inc | 20 | 20 | 0.09% | 3.45% | 5.90% | Q2 2013 | Q1 2018 | 20 |
PITTENGER & ANDERSON INC | 20 | 20 | 0.02% | 0.39% | 1.18% | Q2 2013 | Q1 2018 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
SEGALL BRYANT & HAMILL, LLC | 20 | 20 | 0.05% | 0.07% | 0.09% | Q1 2013 | Q4 2017 | 20 |
RAYMOND JAMES TRUST N.A. | 20 | 20 | 0.12% | 0.19% | 0.26% | Q2 2013 | Q1 2018 | 20 |
FIRST MERCHANTS CORP | 20 | 20 | 0.68% | 2.62% | 3.56% | Q2 2013 | Q1 2018 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q1 2018 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.06% | 0.13% | 0.24% | Q2 2013 | Q1 2018 | 20 |
SPC Financial, Inc. | 20 | 20 | 0.16% | 12.48% | 18.55% | Q2 2013 | Q1 2018 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.05% | 0.12% | 0.20% | Q2 2013 | Q1 2018 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.73% | 1.90% | 3.96% | Q2 2013 | Q1 2018 | 20 |
NORTHERN TRUST CORP | 11 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 19 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 19 | 19 | 0.46% | 7.43% | 9.25% | Q3 2013 | Q1 2018 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 6 | 0.43% | 0.85% | 1.14% | Q2 2013 | Q1 2018 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 19 | 19 | 0.13% | 0.45% | 0.80% | Q2 2013 | Q4 2017 | 19 |
CABOT WEALTH MANAGEMENT INC | 19 | 19 | 0.10% | 0.60% | 0.89% | Q2 2013 | Q4 2017 | 19 |
Apriem Advisors | 11 | 8 | 0.00% | 1.80% | 3.38% | Q2 2013 | Q1 2018 | 19 |
West Oak Capital, LLC | 18 | 1 | 0.27% | 0.37% | 0.46% | Q2 2013 | Q1 2018 | 19 |
QCI ASSET MANAGEMENT INC/NY | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Psagot Value Holdings Ltd. | 19 | 19 | 0.13% | 0.33% | 0.66% | Q2 2013 | Q4 2017 | 19 |
Newfound Research LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 19 |
PINNACLE ASSOCIATES LTD | 19 | 19 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q4 2017 | 19 |
EP Wealth Advisors, LLC | 19 | 19 | 0.10% | 0.22% | 0.36% | Q3 2013 | Q1 2018 | 19 |
FCA CORP /TX | 19 | 19 | 0.98% | 1.90% | 2.59% | Q2 2013 | Q4 2017 | 19 |
Bartlett & Co. LLC | 17 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 19 |
People's United Financial, Inc. | 19 | 19 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q4 2017 | 19 |
Newman Dignan & Sheerar, Inc. | 9 | 4 | 0.03% | 0.43% | 0.68% | Q2 2013 | Q2 2018 | 19 |
First Allied Advisory Services, Inc. | 19 | 19 | 0.18% | 0.42% | 1.01% | Q2 2013 | Q4 2017 | 19 |
FIRST TRUST ADVISORS LP | 19 | 19 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2018 | 19 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 19 | 19 | 3.15% | 7.45% | 10.47% | Q3 2013 | Q1 2018 | 19 |
MONTAG A & ASSOCIATES INC | 19 | 19 | 0.74% | 1.01% | 1.28% | Q2 2013 | Q4 2017 | 19 |
Gateway Advisory, LLC | 19 | 19 | 0.61% | 7.79% | 15.14% | Q2 2013 | Q4 2017 | 19 |
Financial Architects, Inc | 19 | 19 | 2.90% | 4.99% | 7.14% | Q2 2013 | Q4 2017 | 19 |
Hartford Financial Management Inc. | 19 | 19 | 0.41% | 0.57% | 0.77% | Q2 2013 | Q4 2017 | 19 |
MERIDIAN INVESTMENT COUNSEL INC. | 19 | 19 | 0.11% | 0.21% | 0.24% | Q4 2013 | Q2 2018 | 19 |
Oxbow Advisors, LLC | 19 | 19 | 1.04% | 1.28% | 1.88% | Q2 2013 | Q4 2017 | 19 |
HighTower Advisors, LLC | 19 | 19 | 0.24% | 1.00% | 1.26% | Q2 2013 | Q4 2017 | 19 |
HL FINANCIAL SERVICES LLC | 19 | 19 | 0.01% | 0.17% | 0.41% | Q3 2013 | Q1 2018 | 19 |
KANAWHA CAPITAL MANAGEMENT LLC | 12 | 7 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2018 | 19 |
COBIZ WEALTH, LLC | 19 | 19 | 0.89% | 5.31% | 6.93% | Q2 2013 | Q4 2017 | 19 |
Legacy Private Trust Co. | 19 | 19 | 0.23% | 1.10% | 3.06% | Q3 2013 | Q1 2018 | 19 |
Main Management LLC | 19 | 19 | 2.24% | 2.67% | 3.17% | Q2 2013 | Q4 2017 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 19 | 0.04% | 0.10% | 0.23% | Q2 2013 | Q4 2017 | 19 |
REGENTATLANTIC CAPITAL LLC | 19 | 19 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2017 | 19 |
Cetera Advisors LLC | 19 | 19 | 1.96% | 2.95% | 3.37% | Q2 2013 | Q4 2017 | 19 |
CHEMICAL BANK | 19 | 19 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q1 2018 | 19 |
KCM INVESTMENT ADVISORS LLC | 19 | 19 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2017 | 19 |
SCOTIA CAPITAL INC. | 19 | 19 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q1 2018 | 19 |
FineMark National Bank & Trust | 19 | 19 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2017 | 19 |
CULLEN/FROST BANKERS, INC. | 10 | 9 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2018 | 19 |
Tortoise Investment Management, LLC | 17 | 2 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2018 | 19 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.07% | 0.12% | 0.14% | Q2 2013 | Q3 2017 | 18 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 16 | 2 | 0.60% | 0.85% | 1.00% | Q2 2013 | Q4 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.43% | 0.56% | 0.69% | Q2 2013 | Q3 2017 | 18 |
CIBC WORLD MARKET INC. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2018 | 18 |
Diversified Trust Co | 14 | 1 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q1 2018 | 18 |
Janney Montgomery Scott LLC | 11 | 7 | 0.12% | 0.23% | 0.35% | Q3 2013 | Q1 2018 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.26% | 0.42% | 0.80% | Q4 2013 | Q1 2018 | 18 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.23% | 0.89% | 1.07% | Q3 2013 | Q4 2017 | 18 |
BIRINYI ASSOCIATES INC | 18 | 18 | 0.16% | 0.31% | 0.76% | Q3 2013 | Q4 2017 | 18 |
GREAT LAKES ADVISORS, LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2017 | 18 |
AVIANCE CAPITAL MANAGEMENT, LLC | 11 | 3 | 0.02% | 0.18% | 0.34% | Q2 2013 | Q1 2018 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.10% | 0.18% | 0.32% | Q2 2013 | Q3 2017 | 18 |
OPTIMUM INVESTMENT ADVISORS | 11 | 7 | 0.10% | 0.31% | 0.68% | Q3 2013 | Q1 2018 | 18 |
Brouwer & Janachowski, LLC | 18 | 18 | 0.42% | 1.11% | 1.92% | Q4 2013 | Q1 2018 | 18 |
B. Riley Wealth Advisors, Inc. | 11 | 2 | 0.01% | 0.27% | 0.52% | Q2 2013 | Q1 2018 | 18 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 18 | 18 | 6.88% | 7.90% | 8.51% | Q4 2013 | Q1 2018 | 18 |
Winslow, Evans & Crocker, Inc. | 18 | 18 | 0.01% | 0.06% | 0.10% | Q4 2013 | Q1 2018 | 18 |
STIFEL FINANCIAL CORP | 17 | 17 | 0.14% | 0.20% | 0.32% | Q1 2014 | Q1 2018 | 17 |
PEDDOCK CAPITAL ADVISORS, LLC | 17 | 17 | 1.39% | 1.77% | 2.52% | Q4 2013 | Q4 2017 | 17 |
M&T BANK CORP | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2018 | 17 |
VICUS CAPITAL | 17 | 17 | 0.07% | 0.67% | 2.88% | Q4 2013 | Q4 2017 | 17 |
Essex Financial Services, Inc. | 17 | 17 | 0.09% | 0.64% | 1.22% | Q1 2014 | Q1 2018 | 17 |
Dorsey & Whitney Trust CO LLC | 17 | 17 | 0.16% | 0.24% | 0.54% | Q1 2014 | Q1 2018 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 2 | 0.21% | 0.30% | 0.51% | Q2 2013 | Q3 2017 | 17 |
Moors & Cabot, Inc. | 17 | 17 | 0.07% | 0.16% | 0.22% | Q1 2014 | Q1 2018 | 17 |
Mathes Company, Inc. | 17 | 17 | 0.10% | 0.16% | 0.26% | Q1 2014 | Q1 2018 | 17 |
GIRARD PARTNERS LTD. | 17 | 17 | 0.10% | 0.21% | 0.33% | Q1 2014 | Q1 2018 | 17 |
Baltimore-Washington Financial Advisors, Inc. | 17 | 17 | 0.32% | 0.87% | 2.00% | Q4 2013 | Q4 2017 | 17 |
Garrison Asset Management, LLC | 17 | 17 | 0.14% | 0.18% | 0.22% | Q4 2013 | Q4 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.25% | 0.42% | Q2 2013 | Q2 2017 | 17 |
Dana Investment Advisors, Inc. | 14 | 3 | 0.01% | 0.05% | 0.10% | Q3 2013 | Q1 2018 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.23% | 0.40% | 0.78% | Q2 2013 | Q2 2017 | 17 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 17 | 17 | 0.03% | 0.10% | 0.14% | Q1 2014 | Q1 2018 | 17 |
PARSONS CAPITAL MANAGEMENT INC/RI | 17 | 17 | 0.03% | 0.12% | 0.28% | Q1 2014 | Q1 2018 | 17 |
BRYN MAWR TRUST Co | 17 | 17 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q2 2017 | 17 |
BLAIR WILLIAM & CO/IL | 13 | 3 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q4 2017 | 16 |
BRIGHTON JONES LLC | 13 | 3 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q4 2017 | 16 |
Kistler-Tiffany Companies, LLC | 16 | 16 | 0.04% | 1.00% | 2.16% | Q2 2014 | Q1 2018 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.08% | 0.27% | Q1 2014 | Q4 2017 | 16 |
BRAUN STACEY ASSOCIATES INC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q1 2018 | 16 |
CUMBERLAND ADVISORS INC | 14 | 1 | 0.78% | 10.81% | 20.35% | Q2 2013 | Q4 2017 | 16 |
Hudock, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2018 | 16 |
Focused Wealth Management, Inc | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q1 2018 | 16 |
Avior Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2017 | 16 |
QUANTUM CAPITAL MANAGEMENT | 16 | 16 | 0.05% | 0.08% | 0.14% | Q2 2014 | Q1 2018 | 16 |
Atria Investments, Inc | 9 | 2 | 0.05% | 0.52% | 1.45% | Q2 2013 | Q4 2017 | 16 |
Lenox Wealth Advisors, LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2022 | 16 |
Curbstone Financial Management Corp | 16 | 16 | 0.20% | 0.83% | 1.29% | Q2 2014 | Q1 2018 | 16 |
CWM, LLC | 15 | 1 | 0.01% | 1.20% | 2.31% | Q3 2013 | Q1 2018 | 16 |
Avidian Wealth Solutions, LLC | 16 | 16 | 0.30% | 2.48% | 6.17% | Q2 2014 | Q1 2018 | 16 |
WealthTrust-Arizona, LLC | 16 | 16 | 0.00% | 0.30% | 1.73% | Q2 2014 | Q1 2018 | 16 |
GFS Advisors, LLC | 16 | 16 | 0.02% | 0.34% | 0.55% | Q2 2014 | Q1 2018 | 16 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 16 | 16 | 0.03% | 0.05% | 0.06% | Q2 2014 | Q1 2018 | 16 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.13% | 0.34% | Q4 2015 | Q2 2021 | 15 |
Hanson & Doremus Investment Management | 15 | 15 | 0.02% | 0.02% | 0.04% | Q3 2014 | Q1 2018 | 15 |
BOYS ARNOLD & CO INC | 7 | 3 | 0.04% | 0.07% | 0.10% | Q3 2013 | Q4 2017 | 15 |
Ironsides Asset Advisors, LLC | 15 | 15 | 2.47% | 3.85% | 5.00% | Q2 2014 | Q4 2017 | 15 |
SFMG, LLC | 10 | 5 | 0.36% | 0.48% | 0.60% | Q3 2013 | Q4 2017 | 15 |
WESPAC Advisors, LLC | 6 | 3 | 0.48% | 1.62% | 2.31% | Q2 2013 | Q1 2018 | 15 |
FDx Advisors, Inc. | 10 | 5 | 0.01% | 0.49% | 1.84% | Q2 2014 | Q1 2018 | 15 |
GW HENSSLER & ASSOCIATES LTD | 10 | 5 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q4 2017 | 15 |
SII INVESTMENTS INC/WI | 15 | 15 | 0.03% | 0.06% | 0.09% | Q2 2014 | Q4 2017 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 4 | 0.75% | 3.22% | 8.21% | Q2 2014 | Q1 2018 | 15 |
GLENMEDE TRUST CO NA | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2018 | 15 |
KEYBANK NATIONAL ASSOCIATION/OH | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2018 | 15 |
MYCIO WEALTH PARTNERS, LLC | 8 | 7 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2018 | 15 |
BESSEMER GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 15 |
Gradient Investments LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 15 |
NEXT Financial Group, Inc | 15 | 15 | 0.08% | 0.15% | 0.25% | Q3 2014 | Q1 2018 | 15 |
Linscomb & Williams, Inc. | 15 | 15 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Veritable, L.P. | 10 | 5 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q1 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.21% | 0.83% | 1.91% | Q2 2013 | Q4 2016 | 15 |
Aft, Forsyth & Sober, LLC | 15 | 15 | 0.83% | 12.44% | 18.40% | Q2 2013 | Q4 2016 | 15 |
Klingman & Associates, LLC | 14 | 14 | 0.14% | 0.18% | 0.23% | Q4 2014 | Q1 2018 | 14 |
Astor Investment Management LLC | 8 | 1 | 1.95% | 3.43% | 6.74% | Q1 2014 | Q1 2018 | 14 |
ACG Wealth | 7 | 1 | 0.04% | 0.12% | 0.23% | Q2 2013 | Q1 2018 | 14 |
Blue Chip Partners, LLC | 14 | 14 | 0.16% | 0.22% | 0.32% | Q4 2014 | Q1 2018 | 14 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 1.12% | 3.95% | 7.67% | Q4 2014 | Q1 2018 | 14 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.14% | 0.43% | Q3 2013 | Q1 2018 | 14 |
Dakota Wealth Management | 14 | 14 | 0.26% | 1.29% | 1.57% | Q4 2014 | Q1 2018 | 14 |
Carnegie Capital Asset Management, LLC | 14 | 14 | 0.15% | 0.21% | 0.29% | Q3 2014 | Q4 2017 | 14 |
Koshinski Asset Management, Inc. | 14 | 14 | 0.76% | 1.18% | 1.93% | Q4 2014 | Q1 2018 | 14 |
Peak Asset Management, LLC | 14 | 14 | 0.31% | 0.62% | 0.92% | Q4 2014 | Q1 2018 | 14 |
Sigma Planning Corp | 14 | 14 | 0.24% | 0.36% | 0.72% | Q4 2014 | Q1 2018 | 14 |
BURNS J W & CO INC/NY | 14 | 14 | 0.35% | 0.63% | 0.79% | Q4 2014 | Q1 2018 | 14 |
RKL Wealth Management LLC | 14 | 14 | 0.21% | 0.58% | 0.92% | Q3 2014 | Q4 2017 | 14 |
Mercer Capital Advisers, Inc. | 14 | 14 | 0.27% | 0.32% | 0.37% | Q4 2014 | Q1 2018 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.64% | 1.36% | 3.49% | Q2 2013 | Q3 2016 | 14 |
LAZARD ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 13 |
Sequoia Financial Advisors, LLC | 13 | 13 | 0.19% | 1.22% | 2.83% | Q4 2014 | Q4 2017 | 13 |
Voya Financial Advisors, Inc. | 13 | 13 | 0.09% | 0.18% | 0.42% | Q1 2015 | Q1 2018 | 13 |
Stratos Wealth Partners, LTD. | 13 | 13 | 0.04% | 0.15% | 0.32% | Q4 2014 | Q4 2017 | 13 |
Advisory Services Network, LLC | 8 | 5 | 0.00% | 0.08% | 0.19% | Q4 2014 | Q1 2018 | 13 |
Timber Hill LLC | 6 | 2 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q1 2018 | 13 |
WEDBUSH SECURITIES INC | 5 | 3 | 0.03% | 0.06% | 0.11% | Q2 2014 | Q1 2018 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.08% | 0.29% | 0.87% | Q1 2015 | Q1 2018 | 13 |
GAM Holding AG | 12 | 1 | 0.81% | 0.96% | 1.12% | Q3 2013 | Q4 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.06% | 0.13% | 0.20% | Q2 2013 | Q2 2016 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.00% | 0.26% | 0.42% | Q2 2014 | Q2 2017 | 13 |
Bison Wealth, LLC | 13 | 13 | 0.61% | 2.00% | 4.97% | Q4 2014 | Q4 2017 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.32% | 0.64% | 1.00% | Q2 2013 | Q2 2016 | 13 |
Lester Murray Antman dba SimplyRich | 7 | 6 | 1.45% | 1.78% | 2.56% | Q4 2017 | Q1 2021 | 13 |
Bruderman Asset Management, LLC | 13 | 13 | 0.55% | 0.76% | 1.01% | Q1 2015 | Q1 2018 | 13 |
Gratus Capital, LLC | 13 | 13 | 0.08% | 0.59% | 3.75% | Q4 2014 | Q4 2017 | 13 |
OLD NATIONAL BANCORP /IN/ | 10 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 13 |
CAPITAL COUNSEL LLC/NY | 12 | 12 | 0.00% | 0.18% | 0.40% | Q2 2013 | Q1 2016 | 12 |
FIRST MIDWEST BANK TRUST DIVISION | 12 | 12 | 0.08% | 0.17% | 0.21% | Q2 2015 | Q1 2018 | 12 |
COMMERCE BANK | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2018 | 12 |
CUE ADVISORY SERVICES, INC. | 9 | 3 | 0.41% | 0.83% | 1.10% | Q4 2014 | Q1 2018 | 12 |
Rezny Wealth Management, Inc. | 12 | 12 | 7.64% | 9.25% | 10.29% | Q1 2015 | Q4 2017 | 12 |
Sharkey, Howes & Javer | 11 | 1 | 5.46% | 13.04% | 19.27% | Q1 2015 | Q1 2018 | 12 |
Kovack Advisors, Inc. | 10 | 2 | 0.10% | 2.00% | 3.46% | Q1 2014 | Q1 2018 | 12 |
WILLIAMS JONES & ASSOCIATES LLC | 7 | 5 | 0.02% | 0.11% | 0.19% | Q4 2014 | Q4 2017 | 12 |
JNBA Financial Advisors | 11 | 1 | 0.00% | 0.13% | 0.91% | Q3 2014 | Q3 2018 | 12 |
Ironwood Financial, llc | 8 | 4 | 0.10% | 0.14% | 0.25% | Q4 2014 | Q4 2017 | 12 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 10 | 2 | 0.16% | 0.24% | 0.39% | Q3 2014 | Q3 2017 | 12 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.02% | 1.18% | 2.14% | Q1 2015 | Q1 2018 | 12 |
Advisors Asset Management, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 12 |
MAI Capital Management | 8 | 4 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q4 2017 | 12 |
Mirae Asset Global Investments Co., Ltd. | 12 | 12 | 0.02% | 0.05% | 0.06% | Q2 2009 | Q1 2012 | 12 |
TWO SIGMA ADVISERS, LP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2018 | 12 |
Keel Point, LLC | 12 | 12 | 0.11% | 0.23% | 0.34% | Q1 2015 | Q4 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.04% | 0.17% | 0.24% | Q2 2015 | Q1 2018 | 12 |
Leonetti & Associates, LLC | 11 | 11 | 3.14% | 3.32% | 3.66% | Q2 2013 | Q4 2015 | 11 |
SALEM INVESTMENT COUNSELORS INC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2017 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.86% | 0.92% | 0.98% | Q4 2016 | Q2 2019 | 11 |
ASSETMARK, INC | 8 | 1 | 0.00% | 0.18% | 0.89% | Q3 2013 | Q4 2017 | 11 |
Patten Group, Inc. | 11 | 11 | 0.02% | 0.05% | 0.08% | Q2 2015 | Q4 2017 | 11 |
BROWN ADVISORY INC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 11 |
NORTHSTAR INVESTMENT ADVISORS LLC | 11 | 11 | 0.07% | 0.52% | 0.87% | Q3 2015 | Q1 2018 | 11 |
FARMERS & MERCHANTS INVESTMENTS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 11 |
Geneva Advisors, LLC | 7 | 4 | 0.01% | 0.01% | 0.04% | Q1 2014 | Q2 2017 | 11 |
Tradewinds Capital Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 11 |
MILLIE CAPITAL MANAGEMENT, LLC | 6 | 5 | 0.61% | 1.55% | 2.67% | Q4 2014 | Q4 2017 | 11 |
Clark Capital Management Group, Inc. | 8 | 1 | 0.01% | 0.40% | 2.04% | Q1 2014 | Q4 2017 | 11 |
Aspen Investment Management Inc | 11 | 11 | 0.38% | 2.65% | 3.52% | Q3 2015 | Q1 2018 | 11 |
TRUST CO OF VERMONT | 9 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q1 2018 | 11 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 11 | 11 | 0.11% | 0.29% | 0.48% | Q2 2013 | Q4 2015 | 11 |
Frontier Wealth Management LLC | 11 | 11 | 0.04% | 0.09% | 0.18% | Q1 2015 | Q3 2017 | 11 |
Cambridge Advisors Inc. | 11 | 11 | 0.12% | 0.22% | 0.29% | Q3 2015 | Q1 2018 | 11 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 11 |
Hilltop Holdings Inc. | 10 | 1 | 0.17% | 0.19% | 0.22% | Q1 2015 | Q4 2017 | 11 |
Arete Wealth Advisors, LLC | 11 | 11 | 0.16% | 0.38% | 0.56% | Q3 2015 | Q1 2018 | 11 |
NBW CAPITAL LLC | 8 | 3 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q1 2022 | 11 |
Argentus Capital Management, LLC | 8 | 3 | 0.04% | 0.33% | 0.56% | Q2 2013 | Q3 2016 | 11 |
SEI INVESTMENTS CO | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 10 |
SMITH HAYES Advisers, Inc | 10 | 10 | 0.18% | 0.48% | 0.72% | Q3 2013 | Q4 2015 | 10 |
Capital Asset Advisory Services LLC | 10 | 10 | 0.63% | 1.57% | 2.31% | Q4 2015 | Q1 2018 | 10 |
Stadion Money Management, LLC | 8 | 1 | 0.26% | 0.91% | 1.89% | Q3 2013 | Q3 2016 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 10 |
Constellation Wealth Advisors, LLC | 10 | 10 | 3.41% | 4.11% | 5.63% | Q2 2013 | Q3 2015 | 10 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 10 | 0.01% | 0.11% | 0.30% | Q4 2015 | Q1 2018 | 10 |
Sheaff Brock Investment Advisors, LLC | 10 | 10 | 0.23% | 0.38% | 0.45% | Q4 2015 | Q1 2018 | 10 |
COMERICA SECURITIES INC | 7 | 1 | 0.04% | 0.26% | 0.78% | Q4 2013 | Q4 2016 | 10 |
Shoker Investment Counsel, Inc. | 10 | 10 | 0.38% | 0.49% | 0.57% | Q4 2015 | Q1 2018 | 10 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2017 | 10 |
Fiera Capital Corp | 7 | 3 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q4 2017 | 10 |
GUGGENHEIM CAPITAL LLC | 8 | 1 | 0.01% | 0.01% | 0.05% | Q4 2014 | Q1 2018 | 10 |
RPg Family Wealth Advisory, LLC | 10 | 10 | 0.01% | 0.14% | 0.56% | Q4 2015 | Q1 2018 | 10 |
Gerber Kawasaki Wealth & Investment Management | 10 | 10 | 0.15% | 0.26% | 0.50% | Q4 2015 | Q1 2018 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2018 | 10 |
Twele Capital Management, Inc. | 10 | 10 | 1.15% | 1.43% | 1.64% | Q2 2013 | Q3 2015 | 10 |
InterOcean Capital, LLC | 7 | 3 | 0.03% | 0.05% | 0.08% | Q4 2014 | Q4 2017 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
1832 Asset Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 10 |
Acorn Wealth Advisors, LLC | 10 | 10 | 1.24% | 1.75% | 2.00% | Q4 2017 | Q1 2020 | 10 |
High Falls Advisors, Inc | 10 | 10 | 3.52% | 6.17% | 7.34% | Q4 2015 | Q1 2018 | 10 |
Horan Capital Advisors, LLC. | 9 | 1 | 0.02% | 0.33% | 0.55% | Q4 2013 | Q3 2017 | 10 |
C M BIDWELL & ASSOCIATES LTD | 10 | 10 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 10 |
BlackRock Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
FormulaFolio Investments, LLC | 10 | 10 | 0.03% | 0.07% | 0.24% | Q4 2015 | Q1 2018 | 10 |
WESCAP Management Group, Inc. | 10 | 10 | 9.07% | 11.57% | 14.87% | Q4 2015 | Q1 2018 | 10 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 10 |
White Lighthouse Investment Management Inc. | 10 | 10 | 0.21% | 0.86% | 1.39% | Q4 2017 | Q1 2020 | 10 |
Jackson, Grant Investment Advisers, Inc. | 10 | 10 | 9.37% | 9.94% | 10.79% | Q4 2015 | Q1 2018 | 10 |
WESPAC Advisors SoCal, LLC | 10 | 10 | 0.02% | 0.20% | 0.37% | Q4 2015 | Q1 2018 | 10 |
UMB Bank, n.a. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2018 | 10 |
Cambridge Financial Group, Inc. | 10 | 10 | 0.11% | 0.37% | 1.67% | Q4 2015 | Q1 2018 | 10 |
Tiller Private Wealth, Inc. | 10 | 10 | 5.06% | 5.75% | 7.26% | Q4 2015 | Q1 2018 | 10 |
Well Done, LLC | 9 | 9 | 0.13% | 1.86% | 3.29% | Q4 2015 | Q4 2017 | 9 |
SUSQUEHANNA TRUST & INVESTMENT CO | 9 | 9 | 0.12% | 0.13% | 0.15% | Q2 2013 | Q2 2015 | 9 |
Telos Capital Management, Inc. | 9 | 9 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q2 2015 | 9 |
Intercontinental Wealth Advisors, LLC | 9 | 9 | 0.23% | 0.35% | 0.79% | Q4 2015 | Q4 2017 | 9 |
Partnervest Advisory Services LLC | 9 | 9 | 0.12% | 0.15% | 0.17% | Q3 2013 | Q3 2015 | 9 |
CIBC BANK USA | 6 | 3 | 0.04% | 0.06% | 0.06% | Q1 2015 | Q2 2017 | 9 |
Jackson Wealth Management, LLC | 7 | 1 | 0.01% | 0.41% | 0.54% | Q4 2014 | Q1 2018 | 9 |
Regal Wealth Group, Inc. | 9 | 9 | 0.05% | 1.18% | 7.59% | Q4 2015 | Q4 2017 | 9 |
Simplicity Solutions, LLC | 7 | 1 | 0.07% | 0.30% | 0.54% | Q2 2015 | Q1 2018 | 9 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 9 |
BALDWIN BROTHERS LLC/MA | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 9 |
Armbruster Capital Management, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q4 2017 | 9 |
INVESTMENT PARTNERS, LTD. | 9 | 9 | 0.14% | 0.26% | 0.34% | Q1 2016 | Q1 2018 | 9 |
HT Partners LLC | 5 | 4 | 0.09% | 1.08% | 4.99% | Q1 2015 | Q1 2018 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.06% | 0.06% | 0.07% | Q1 2014 | Q1 2016 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.17% | 0.24% | 0.36% | Q4 2015 | Q4 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 9 |
KINGS POINT CAPITAL MANAGEMENT | 9 | 9 | 0.03% | 0.04% | 0.10% | Q3 2014 | Q3 2016 | 9 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2011 | Q4 2017 | 9 |
DT Investment Partners, LLC | 9 | 9 | 0.07% | 0.08% | 0.10% | Q1 2016 | Q1 2018 | 9 |
MOTCO | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2018 | 9 |
DUNCKER STREETT & CO INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
TCI Wealth Advisors, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q1 2015 | 9 |
Cetera Investment Advisers | 9 | 9 | 0.36% | 0.46% | 1.05% | Q4 2015 | Q4 2017 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.26% | 0.49% | 1.38% | Q4 2015 | Q4 2017 | 9 |
Fiduciary Trust Co International of Pennsylvania | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2018 | 9 |
Barnett & Company, Inc. | 9 | 9 | 0.03% | 0.07% | 0.11% | Q1 2016 | Q1 2018 | 9 |
HARVEST CAPITAL MANAGEMENT INC | 9 | 9 | 7.57% | 9.36% | 10.70% | Q1 2016 | Q1 2018 | 9 |
Regal Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Hochman Cole Investment Advisors, Inc. | 9 | 9 | 2.62% | 2.97% | 3.24% | Q4 2015 | Q4 2017 | 9 |
Palo Capital, Inc. | 7 | 1 | 0.39% | 0.54% | 0.60% | Q4 2014 | Q1 2018 | 8 |
MADISON INVESTMENT HOLDINGS INC | 8 | 8 | 0.03% | 0.16% | 0.23% | Q1 2016 | Q4 2017 | 8 |
Roundview Capital LLC | 8 | 8 | 0.11% | 0.24% | 0.31% | Q1 2016 | Q4 2017 | 8 |
Clal Insurance Enterprises Holdings Ltd | 6 | 2 | 0.00% | 0.31% | 0.72% | Q4 2014 | Q2 2017 | 8 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 | 3 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q4 2016 | 8 |
ROPES WEALTH ADVISORS LLC | 8 | 8 | 0.11% | 0.11% | 0.12% | Q2 2016 | Q1 2018 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.01% | 0.67% | 1.02% | Q1 2013 | Q4 2014 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Aureus Asset Management, LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q2 2014 | Q1 2016 | 8 |
Ayalon Insurance Comp Ltd. | 8 | 8 | 0.10% | 0.13% | 0.15% | Q1 2015 | Q4 2016 | 8 |
WEALTHFRONT Corp | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2018 | 8 |
Nadler Financial Group, Inc. | 8 | 8 | 0.09% | 0.10% | 0.12% | Q2 2016 | Q1 2018 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.20% | 0.28% | 0.50% | Q1 2016 | Q4 2017 | 8 |
TRUE Private Wealth Advisors | 7 | 1 | 0.85% | 1.02% | 1.16% | Q4 2015 | Q1 2018 | 8 |
Integrated Wealth Management | 7 | 1 | 0.03% | 0.06% | 0.14% | Q1 2015 | Q1 2017 | 8 |
V Wealth Advisors LLC | 8 | 8 | 0.44% | 0.58% | 0.66% | Q2 2016 | Q1 2018 | 8 |
TRIANGLE PEAK PARTNERS, LP | 8 | 8 | 5.76% | 7.14% | 11.38% | Q4 2013 | Q3 2015 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2018 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.14% | 0.26% | 0.45% | Q2 2016 | Q1 2018 | 8 |
MERITAGE PORTFOLIO MANAGEMENT | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 8 |
Janney Capital Management LLC | 4 | 1 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q1 2017 | 8 |
Bank Pictet & Cie (Europe) AG | 8 | 8 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q4 2017 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 3 | 0.06% | 0.14% | 0.36% | Q1 2014 | Q4 2017 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q1 2018 | 8 |
BEACON TRUST CO | 8 | 8 | 0.04% | 0.73% | 1.62% | Q4 2013 | Q3 2015 | 8 |
Northeast Financial Consultants Inc | 8 | 8 | 0.08% | 0.09% | 0.10% | Q2 2016 | Q1 2018 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.13% | 0.20% | Q2 2013 | Q3 2014 | 8 |
Manchester Capital Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.34% | 0.50% | 0.74% | Q1 2016 | Q1 2018 | 8 |
Personal Capital Advisors Corp | 8 | 8 | 0.04% | 0.09% | 0.17% | Q4 2013 | Q3 2015 | 8 |
Sonora Investment Management, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 8 |
Madden Advisory Services, Inc. | 5 | 1 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q1 2017 | 8 |
Burt Wealth Advisors | 4 | 4 | 0.00% | 0.03% | 0.16% | Q4 2014 | Q1 2018 | 8 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 7 | 7 | 0.07% | 0.27% | 0.88% | Q3 2016 | Q1 2018 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.15% | 0.40% | Q2 2013 | Q4 2014 | 7 |
Transamerica Financial Advisors, Inc. | 5 | 2 | 0.06% | 0.42% | 0.78% | Q1 2015 | Q1 2018 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.15% | 0.23% | 0.30% | Q2 2013 | Q4 2014 | 7 |
CITY HOLDING CO | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q4 2017 | 7 |
IMS Capital Management | 6 | 1 | 0.97% | 1.01% | 1.06% | Q3 2015 | Q2 2017 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q2 2014 | Q4 2015 | 7 |
Visionary Asset Management, Inc. | 3 | 1 | 0.02% | 0.12% | 0.25% | Q3 2013 | Q1 2018 | 7 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 6 | 1 | 0.02% | 0.44% | 0.93% | Q2 2013 | Q1 2018 | 7 |
RHUMBLINE ADVISERS | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 7 |
SVA Wealth Management, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q3 2016 | 7 |
Pinnacle Advisory Group, Inc. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q3 2013 | Q1 2015 | 7 |
Ausdal Financial Partners, Inc. | 5 | 2 | 0.13% | 0.48% | 2.14% | Q4 2015 | Q1 2018 | 7 |
Allegis Investment Advisors, LLC | 5 | 2 | 0.07% | 0.25% | 0.47% | Q4 2015 | Q3 2017 | 7 |
Buffington Mohr McNeal | 4 | 3 | 0.06% | 0.22% | 0.46% | Q1 2016 | Q4 2017 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Cardan Capital Partners, LLC | 7 | 7 | 2.93% | 3.60% | 4.08% | Q4 2015 | Q2 2017 | 7 |
L & S Advisors Inc | 7 | 7 | 0.20% | 0.24% | 0.34% | Q2 2016 | Q4 2017 | 7 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.66% | 1.87% | Q2 2013 | Q4 2017 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 7 |
PATTON ALBERTSON MILLER GROUP, LLC | 7 | 7 | 0.23% | 0.39% | 0.76% | Q3 2013 | Q1 2015 | 7 |
Stockman Wealth Management, Inc. | 7 | 7 | 0.23% | 0.79% | 1.44% | Q3 2016 | Q1 2018 | 7 |
Good Harbor Financial, LLC | 7 | 7 | 0.03% | 0.07% | 0.14% | Q4 2013 | Q2 2015 | 7 |
BlackRock Institutional Trust Company, N.A. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Clearstead Advisors, LLC | 6 | 6 | 0.09% | 0.20% | 0.27% | Q4 2016 | Q1 2018 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 6 | 0.26% | 1.85% | 2.49% | Q4 2016 | Q1 2018 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.22% | 0.54% | Q4 2016 | Q1 2018 | 6 |
First Command Financial Services, Inc. | 6 | 6 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q1 2018 | 6 |
Abbrea Capital, LLC | 6 | 6 | 1.40% | 1.70% | 1.87% | Q4 2016 | Q1 2018 | 6 |
Vigilant Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Bank OZK | 5 | 1 | 0.07% | 0.11% | 0.29% | Q1 2016 | Q4 2017 | 6 |
Capstone Financial Advisors, Inc. | 6 | 6 | 0.10% | 0.12% | 0.14% | Q4 2016 | Q1 2018 | 6 |
REDW Wealth LLC | 6 | 6 | 5.98% | 7.04% | 8.35% | Q4 2016 | Q1 2018 | 6 |
WEALTHSOURCE PARTNERS, LLC | 6 | 6 | 0.12% | 1.00% | 3.27% | Q3 2016 | Q4 2017 | 6 |
Caprock Group, LLC | 6 | 6 | 0.14% | 0.25% | 0.33% | Q4 2016 | Q1 2018 | 6 |
Narwhal Capital Management | 6 | 6 | 0.09% | 0.24% | 0.44% | Q4 2013 | Q1 2015 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.31% | 0.73% | 1.24% | Q1 2014 | Q2 2015 | 6 |
BRADLEY FOSTER & SARGENT INC/CT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 6 |
Parkside Financial Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.14% | 0.37% | 0.46% | Q4 2016 | Q1 2018 | 6 |
Steward Partners Investment Advisory, LLC | 6 | 6 | 0.08% | 0.15% | 0.38% | Q4 2016 | Q1 2018 | 6 |
PATTEN & PATTEN INC/TN | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q1 2018 | 6 |
Country Club Trust Company, n.a. | 5 | 1 | 0.07% | 0.23% | 0.32% | Q4 2014 | Q1 2018 | 6 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.11% | 0.18% | 0.29% | Q2 2013 | Q3 2014 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.22% | 0.36% | 0.50% | Q4 2016 | Q1 2018 | 6 |
JT Stratford LLC | 6 | 6 | 1.75% | 1.87% | 1.98% | Q4 2016 | Q1 2018 | 6 |
Nationwide Fund Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 6 |
Carnick & Kubik, LLC | 3 | 1 | 0.02% | 0.21% | 0.41% | Q2 2013 | Q3 2015 | 6 |
Private Advisory Group LLC | 6 | 6 | 0.55% | 1.08% | 1.35% | Q4 2016 | Q1 2018 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.43% | 1.02% | 1.51% | Q4 2016 | Q1 2018 | 6 |
Darwin Wealth Management, LLC | 6 | 6 | 0.57% | 2.09% | 3.96% | Q4 2016 | Q1 2018 | 6 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q1 2018 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.05% | 0.09% | 0.14% | Q3 2016 | Q4 2017 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2017 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 6 | 6 | 0.15% | 0.60% | 1.50% | Q4 2016 | Q1 2018 | 6 |
First Command Bank | 6 | 6 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q1 2018 | 6 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 6 | 6 | 0.23% | 0.42% | 0.56% | Q2 2014 | Q3 2015 | 6 |
Triangle Securities Wealth Management | 6 | 6 | 0.20% | 0.29% | 0.36% | Q4 2016 | Q1 2018 | 6 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 6 |
Moloney Securities Asset Management, LLC | 6 | 6 | 0.95% | 1.00% | 1.06% | Q4 2016 | Q1 2018 | 6 |
Good Life Advisors, LLC | 6 | 6 | 0.16% | 0.24% | 0.35% | Q4 2016 | Q1 2018 | 6 |
Tuttle Capital Management, LLC | 6 | 6 | 0.38% | 2.82% | 6.24% | Q1 2014 | Q2 2015 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.03% | 0.09% | 0.31% | Q4 2016 | Q1 2018 | 6 |
McAdam, LLC | 6 | 6 | 4.10% | 4.66% | 4.94% | Q4 2016 | Q1 2018 | 6 |
Bryn Mawr Capital Management, LLC | 6 | 6 | 1.40% | 1.67% | 2.07% | Q4 2016 | Q1 2018 | 6 |
WEBSTER BANK, N. A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Foothills Asset Management, Ltd. | 6 | 6 | 0.43% | 0.66% | 0.86% | Q4 2016 | Q1 2018 | 6 |
AllSquare Wealth Management LLC | 6 | 6 | 0.02% | 0.59% | 0.90% | Q3 2016 | Q4 2017 | 6 |
FundX Investment Group, LLC | 6 | 6 | 1.46% | 3.29% | 4.81% | Q2 2013 | Q3 2014 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 6 |
ASSOCIATED BANC-CORP | 5 | 5 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2014 | 5 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.72% | 0.81% | 0.89% | Q4 2016 | Q2 2018 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.45% | 0.48% | 0.50% | Q4 2016 | Q4 2017 | 5 |
RFG Advisory, LLC | 5 | 5 | 14.74% | 18.13% | 21.10% | Q1 2017 | Q1 2018 | 5 |
Glenview Trust Co | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q1 2018 | 5 |
IFC Holdings Incorporated/FL | 4 | 1 | 0.02% | 0.06% | 0.08% | Q2 2016 | Q4 2017 | 5 |
Capital Analysts, LLC | 5 | 5 | 3.27% | 3.52% | 3.70% | Q1 2017 | Q1 2018 | 5 |
CFO4Life Group, LLC | 5 | 5 | 3.40% | 3.98% | 5.35% | Q1 2017 | Q1 2018 | 5 |
FIRST FOUNDATION ADVISORS | 4 | 1 | 0.04% | 0.10% | 0.13% | Q4 2014 | Q4 2017 | 5 |
Conservest Capital Advisors, Inc. | 5 | 5 | 0.57% | 0.72% | 0.80% | Q1 2017 | Q1 2018 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q4 2017 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.07% | 0.16% | 0.20% | Q3 2016 | Q3 2017 | 5 |
Flaharty Asset Management, LLC | 5 | 5 | 3.75% | 12.77% | 37.10% | Q4 2016 | Q4 2017 | 5 |
Paragon Wealth Strategies, LLC | 5 | 5 | 8.26% | 8.52% | 9.17% | Q4 2016 | Q4 2017 | 5 |
Schneider Downs Wealth Management Advisors, LP | 5 | 5 | 0.20% | 0.29% | 0.34% | Q1 2017 | Q1 2018 | 5 |
Marietta Wealth Management, LLC | 5 | 5 | 0.89% | 1.51% | 2.36% | Q4 2016 | Q4 2017 | 5 |
MENLO ADVISORS LLC | 5 | 5 | 0.22% | 0.23% | 0.24% | Q1 2016 | Q1 2017 | 5 |
Steinberg Global Asset Management | 5 | 5 | 0.13% | 0.37% | 0.51% | Q4 2016 | Q4 2017 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.01% | 1.79% | 8.77% | Q2 2015 | Q2 2017 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.31% | 0.70% | 1.14% | Q1 2015 | Q1 2016 | 5 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 5 | 5 | 0.12% | 0.25% | 0.38% | Q4 2014 | Q4 2015 | 5 |
Gresham Partners, LLC | 5 | 5 | 1.57% | 17.23% | 32.84% | Q4 2014 | Q4 2015 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.38% | 0.42% | 0.48% | Q1 2017 | Q1 2018 | 5 |
MAPLE SECURITIES USA INC | 4 | 1 | 0.10% | 0.16% | 0.23% | Q3 2013 | Q1 2015 | 5 |
Shamrock Asset Management LLC | 5 | 5 | 0.96% | 1.06% | 1.12% | Q4 2016 | Q4 2017 | 5 |
Alpha Cubed Investments, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q1 2018 | 5 |
Diligent Investors, LLC | 5 | 5 | 0.21% | 0.26% | 0.29% | Q3 2016 | Q3 2017 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2016 | Q4 2017 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.98% | 1.12% | 1.38% | Q1 2017 | Q1 2018 | 5 |
SMITH SHELLNUT WILSON LLC /ADV | 5 | 5 | 0.42% | 0.70% | 1.32% | Q4 2016 | Q4 2017 | 5 |
Meridian Wealth Management, LLC | 5 | 5 | 0.43% | 0.49% | 0.52% | Q1 2017 | Q1 2018 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 2.82% | 5.61% | 8.18% | Q4 2014 | Q4 2015 | 5 |
Grove Bank & Trust | 5 | 5 | 0.09% | 1.08% | 2.11% | Q1 2017 | Q1 2018 | 5 |
NORTHSTAR WEALTH PARTNERS LLC | 5 | 5 | 0.14% | 0.53% | 0.76% | Q1 2017 | Q1 2018 | 5 |
AGRAN LIBBIE | 3 | 1 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q1 2015 | 5 |
Sage Advisory Services, Ltd.Co. | 5 | 5 | 6.84% | 12.25% | 13.76% | Q2 2014 | Q2 2015 | 5 |
WHITTIER TRUST CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 5 |
Intellectus Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Godshalk Welsh Capital Management, Inc. | 4 | 1 | 0.06% | 0.23% | 0.30% | Q4 2014 | Q4 2017 | 5 |
StoneX Group Inc. | 4 | 1 | 0.22% | 1.04% | 1.60% | Q4 2016 | Q1 2018 | 5 |
KANALY TRUST CO | 5 | 5 | 0.07% | 0.10% | 0.12% | Q2 2014 | Q2 2015 | 5 |
Kingsview Wealth Management, LLC | 5 | 5 | 2.23% | 3.17% | 4.01% | Q1 2017 | Q1 2018 | 5 |
Gator Capital Management, LLC | 4 | 1 | 0.36% | 0.54% | 0.80% | Q1 2015 | Q4 2017 | 5 |
Exchange Capital Management, Inc. | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q4 2017 | 5 |
PIERSHALE FINANCIAL GROUP, INC. | 4 | 1 | 0.04% | 5.26% | 8.73% | Q2 2013 | Q4 2015 | 5 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.71% | 2.77% | 7.64% | Q2 2013 | Q1 2016 | 5 |
Blue Sky Asset Management, LLC | 5 | 5 | 1.62% | 2.18% | 2.59% | Q1 2017 | Q1 2018 | 5 |
NatWest Group plc | 2 | 1 | 0.04% | 0.29% | 0.58% | Q1 2015 | Q1 2017 | 5 |
CrestPoint Capital Management, LLC | 5 | 5 | 0.12% | 0.13% | 0.15% | Q4 2013 | Q4 2014 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.69% | 1.11% | 1.57% | Q1 2017 | Q1 2018 | 5 |
Corient Capital Partners, LLC | 4 | 4 | 0.26% | 0.27% | 0.28% | Q3 2016 | Q2 2017 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
SILVER CAPITAL MANAGEMENT LLC | 4 | 4 | 2.21% | 2.26% | 2.34% | Q1 2017 | Q4 2017 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2017 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Beaton Management Co. Inc. | 4 | 4 | 0.83% | 0.94% | 0.98% | Q2 2017 | Q1 2018 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 1.46% | 2.47% | 3.12% | Q2 2017 | Q1 2018 | 4 |
Highwater Wealth Management, LLC | 4 | 4 | 0.85% | 1.57% | 2.16% | Q3 2016 | Q2 2017 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.44% | 1.23% | Q1 2015 | Q1 2018 | 4 |
McKinley Carter Wealth Services, Inc. | 4 | 4 | 0.20% | 0.23% | 0.25% | Q4 2013 | Q3 2014 | 4 |
Mirador Capital Partners LP | 4 | 4 | 0.14% | 0.14% | 0.15% | Q1 2017 | Q4 2017 | 4 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.00% | 0.08% | 0.18% | Q2 2017 | Q2 2018 | 4 |
Crosspoint Capital Strategies, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 4 |
TIAA, FSB | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Financial Advantage, Inc. | 2 | 1 | 0.06% | 0.10% | 0.20% | Q2 2015 | Q1 2018 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2017 | Q4 2017 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2014 | Q3 2015 | 4 |
Portfolio Strategies Inc | 4 | 4 | 2.91% | 8.02% | 13.69% | Q1 2014 | Q4 2014 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.22% | 0.25% | 0.29% | Q2 2017 | Q1 2018 | 4 |
Segment Wealth Management, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2017 | Q4 2017 | 4 |
B & T Capital Management DBA Alpha Capital Management | 4 | 4 | 0.15% | 0.20% | 0.25% | Q1 2017 | Q4 2017 | 4 |
Connecticut Wealth Management, LLC | 4 | 4 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q1 2018 | 4 |
Crossmark Global Holdings, Inc. | 3 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q1 2018 | 4 |
Yellowstone Partners, LLC | 2 | 2 | 0.09% | 0.17% | 0.24% | Q1 2015 | Q1 2016 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q1 2018 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 1.71% | 1.84% | 1.90% | Q4 2017 | Q3 2018 | 4 |
MCIA Inc | 4 | 4 | 21.82% | 24.16% | 26.82% | Q2 2017 | Q1 2018 | 4 |
Friedenthal Financial | 4 | 4 | 0.57% | 1.14% | 1.69% | Q4 2020 | Q3 2021 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q1 2018 | 4 |
Founders Capital Management | 4 | 4 | 0.70% | 0.72% | 0.74% | Q1 2017 | Q4 2017 | 4 |
Clean Yield Group | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 4 |
Waverly Advisors, LLC | 3 | 1 | 0.01% | 0.07% | 0.11% | Q2 2015 | Q1 2018 | 4 |
Sage Capital Advisors,llc | 4 | 4 | 0.46% | 0.48% | 0.50% | Q2 2017 | Q1 2018 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.15% | 0.38% | 0.60% | Q2 2016 | Q1 2017 | 4 |
Perkins Coie Trust Co | 4 | 4 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q1 2018 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
PagnatoKarp Partners LLC | 4 | 4 | 0.10% | 0.43% | 0.62% | Q4 2016 | Q3 2017 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
SIMMONS FIRST TRUST CO NA | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2014 | Q3 2015 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.01% | 0.18% | 0.40% | Q1 2017 | Q4 2017 | 4 |
Jefferies Group LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Mariner, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.41% | 0.47% | 0.53% | Q3 2017 | Q1 2018 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 3 | 0.05% | 0.07% | 0.07% | Q2 2016 | Q4 2016 | 3 |
GENERAL AMERICAN INVESTORS CO INC | 3 | 3 | 0.26% | 0.27% | 0.28% | Q3 2017 | Q1 2018 | 3 |
Heritage Trust Co | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 3 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Paragon Capital Management Ltd | 3 | 3 | 0.13% | 0.14% | 0.14% | Q4 2014 | Q2 2015 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.07% | 0.10% | 0.13% | Q4 2017 | Q2 2018 | 3 |
ROBERTSON STEPHENS ADVISORS LLC | 2 | 1 | 0.13% | 0.17% | 0.22% | Q4 2016 | Q3 2017 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
One Capital Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q3 2014 | Q4 2016 | 3 |
TIAA CREF TRUST CO FSB/MO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Cribstone Capital Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q4 2017 | 3 |
SWISS REINSURANCE CO LTD | 3 | 3 | 0.42% | 1.17% | 2.62% | Q3 2013 | Q1 2014 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 0.24% | 0.27% | 0.30% | Q4 2014 | Q2 2015 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.01% | 0.28% | 0.75% | Q2 2013 | Q4 2013 | 3 |
BTR CAPITAL MANAGEMENT INC | 3 | 3 | 0.07% | 0.09% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Cerity Partners LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.13% | 0.29% | 0.41% | Q3 2017 | Q1 2018 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Csenge Advisory Group | 3 | 3 | 5.71% | 6.34% | 6.79% | Q3 2017 | Q1 2018 | 3 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2017 | Q1 2018 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2018 | 3 |
IBERIABANK CORP | 3 | 3 | 0.39% | 0.71% | 0.92% | Q3 2017 | Q1 2018 | 3 |
Relative Value Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2014 | Q1 2015 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.10% | 0.13% | 0.16% | Q3 2017 | Q1 2018 | 3 |
Fragasso Group Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q1 2018 | 3 |
Biondo Investment Advisors, LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q3 2017 | Q1 2018 | 3 |
Evercore Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2017 | 3 |
Ken Stern & Associates, Inc. | 3 | 3 | 3.30% | 3.36% | 3.46% | Q4 2014 | Q2 2015 | 3 |
DOWLING & YAHNKE LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2017 | Q1 2018 | 3 |
Peloton Wealth Strategists | 3 | 3 | 0.43% | 0.51% | 0.57% | Q2 2017 | Q4 2017 | 3 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2016 | 3 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2017 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 3 | 3 | 0.17% | 0.21% | 0.27% | Q3 2017 | Q1 2018 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q1 2017 | 3 |
Simmons Bank | 2 | 2 | 0.05% | 0.07% | 0.10% | Q4 2016 | Q1 2017 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.02% | 0.10% | 0.18% | Q4 2016 | Q4 2017 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
HRT FINANCIAL LP | 2 | 2 | 1.59% | 4.15% | 6.71% | Q2 2015 | Q3 2015 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
GAMBLE JONES INVESTMENT COUNSEL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Polianta Ltd | 2 | 2 | 5.88% | 6.22% | 6.55% | Q4 2017 | Q1 2018 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 2 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.33% | 0.61% | 0.88% | Q1 2010 | Q2 2011 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q3 2017 | Q4 2017 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.10% | 0.16% | 0.22% | Q4 2017 | Q1 2018 | 2 |
Varma Mutual Pension Insurance Co | 2 | 2 | 3.74% | 3.76% | 3.79% | Q4 2017 | Q1 2018 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
DeDora Capital, Inc. | 2 | 2 | 22.74% | 23.14% | 23.54% | Q4 2017 | Q1 2018 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2017 | Q1 2018 | 2 |
Wealthstreet Investment Advisors, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q1 2018 | 2 |
B. Riley Financial, Inc. | 2 | 2 | 0.62% | 0.66% | 0.70% | Q3 2017 | Q4 2017 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q2 2017 | 2 |
Legacy Financial Strategies, LLC | 2 | 2 | 0.34% | 0.43% | 0.52% | Q4 2017 | Q1 2018 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.92% | 0.95% | 0.99% | Q4 2017 | Q1 2018 | 2 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q4 2014 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Coastal Bridge Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
StellarOne CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Milestone Advisory Partners | 2 | 2 | 5.23% | 5.38% | 5.54% | Q4 2017 | Q1 2018 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.70% | 0.72% | 0.73% | Q4 2017 | Q1 2018 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Busey Bank | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2017 | Q1 2018 | 2 |
Monument Capital Management | 2 | 2 | 4.85% | 4.98% | 5.11% | Q4 2017 | Q1 2018 | 2 |
Merriman Wealth Management, LLC | 1 | 1 | 0.31% | 0.33% | 0.34% | Q3 2017 | Q1 2018 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 2 | 0.50% | 0.51% | 0.51% | Q4 2015 | Q1 2016 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Rainwater Charitable Foundation | 2 | 2 | 99.39% | 99.70% | 100.00% | Q4 2017 | Q1 2018 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Port Capital LLC | 2 | 2 | 2.40% | 2.44% | 2.47% | Q4 2017 | Q1 2018 | 2 |
EAGLE ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2016 | 2 |
Vanguard Capital Wealth Advisors | 2 | 2 | 0.26% | 0.35% | 0.44% | Q4 2017 | Q1 2018 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Virtue Capital Management, LLC | 1 | 1 | 5.14% | 5.60% | 6.06% | Q4 2017 | Q2 2018 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q4 2017 | 2 |
Paulson Wealth Management Inc. | 2 | 2 | 2.00% | 2.04% | 2.07% | Q4 2017 | Q1 2018 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q4 2017 | Q1 2018 | 2 |
Clearwater Capital Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Santori & Peters, Inc. | 2 | 2 | 1.25% | 1.28% | 1.31% | Q4 2017 | Q1 2018 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 2.52% | 3.39% | 4.26% | Q4 2017 | Q1 2018 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q4 2017 | Q1 2018 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.53% | 0.58% | 0.63% | Q4 2017 | Q1 2018 | 2 |
TAURUS ASSET MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q4 2013 | 2 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.40% | 0.46% | 0.53% | Q3 2017 | Q4 2017 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2015 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2011 | Q1 2018 | 2 |
Shepherd Financial Partners LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2016 | Q1 2018 | 2 |
First PREMIER Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Epstein & White Financial LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q4 2017 | Q1 2018 | 2 |
Gryphon Financial Partners LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q1 2018 | 2 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Sequoia Wealth Management, LLC | 2 | 2 | 10.57% | 11.68% | 12.78% | Q4 2017 | Q1 2018 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.42% | 0.45% | 0.48% | Q4 2017 | Q1 2018 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
American Portfolios Advisors | 2 | 2 | 1.14% | 1.19% | 1.23% | Q4 2017 | Q1 2018 | 2 |
Probabilities Fund Management, LLC | 2 | 2 | 0.88% | 1.03% | 1.18% | Q4 2017 | Q1 2018 | 2 |
Trilogy Capital Inc. | 2 | 2 | 1.79% | 1.80% | 1.80% | Q4 2017 | Q1 2018 | 2 |
PFG Advisors | 2 | 2 | 1.16% | 1.19% | 1.22% | Q4 2017 | Q1 2018 | 2 |
Peterson Wealth Advisors, LLC | 2 | 2 | 0.92% | 0.99% | 1.06% | Q4 2017 | Q1 2018 | 2 |
Sand Hill Global Advisors, LLC | 2 | 2 | 0.05% | 0.20% | 0.35% | Q4 2017 | Q1 2018 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
First National Bank of Mount Dora, Trust Investment Services | 2 | 2 | 0.66% | 0.67% | 0.68% | Q4 2017 | Q1 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.31% | 0.33% | 0.34% | Q2 2013 | Q3 2013 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 1.39% | 1.39% | 1.39% | Q1 2018 | Q1 2020 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.14% | 0.20% | 0.27% | Q2 2023 | Q3 2023 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.16% | 0.21% | 0.25% | Q2 2013 | Q3 2013 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q4 2016 | 2 |
Strategic Capital Alternatives LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2015 | Q3 2015 | 2 |
Vista Private Wealth Partners. LLC | 2 | 2 | 0.34% | 0.36% | 0.37% | Q3 2017 | Q4 2017 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 1.01% | 1.05% | 1.08% | Q4 2017 | Q1 2018 | 2 |
Sanchez Wealth Management Group | 2 | 2 | 19.61% | 20.37% | 21.13% | Q4 2017 | Q1 2018 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.68% | 3.75% | 6.83% | Q4 2014 | Q4 2017 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.16% | 0.19% | 0.22% | Q2 2013 | Q3 2013 | 2 |
Newport Wealth Strategies, Inc. | 2 | 2 | 1.16% | 1.18% | 1.19% | Q4 2017 | Q1 2018 | 2 |
TIEDEMANN TRUST CO | 2 | 2 | 0.12% | 0.19% | 0.26% | Q1 2014 | Q2 2014 | 2 |
XML SECURITIES, LLC | 2 | 2 | 0.92% | 0.98% | 1.04% | Q4 2017 | Q1 2018 | 2 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 2 |
FIRST NATIONAL BANK SIOUX FALLS | 2 | 2 | 1.00% | 1.00% | 1.00% | Q3 2017 | Q4 2017 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q2 2015 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.53% | 0.54% | 0.55% | Q4 2017 | Q1 2018 | 2 |
LOWE BROCKENBROUGH & CO INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.82% | 0.88% | 0.95% | Q4 2017 | Q1 2018 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q2 2017 | 2 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2014 | Q4 2014 | 2 |
New Potomac Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 2 | 2 | 0.20% | 1.54% | 2.88% | Q4 2017 | Q1 2018 | 2 |
Eldridge Investment Advisors, Inc. | 2 | 2 | 4.46% | 4.54% | 4.63% | Q4 2017 | Q1 2018 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2015 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q1 2018 | 2 |
LBA Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2014 | Q4 2014 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
Community Bank, N.A. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2017 | Q4 2017 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2015 | Q4 2015 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Financial Services Advisory Inc | 1 | 1 | 6.46% | 6.46% | 6.46% | Q4 2017 | Q4 2017 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2014 | Q4 2014 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Titus Wealth Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Intersect Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Certified Advisory Corp | 1 | 1 | 2.90% | 2.90% | 2.90% | Q4 2017 | Q4 2017 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Keystone Financial Group | 1 | 1 | 1.91% | 1.91% | 1.91% | Q1 2018 | Q1 2018 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
PARA ADVISORS LLC | 1 | 1 | 9.56% | 9.56% | 9.56% | Q3 2016 | Q3 2016 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Penbrook Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2017 | Q4 2017 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Chesapeake Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2015 | Q2 2015 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SOL Capital Management CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2018 | Q1 2018 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
WealthShield Partners, LLC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q4 2017 | Q4 2017 | 1 |
FORTE CAPITAL LLC /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 5.09% | 5.09% | 5.09% | Q4 2017 | Q4 2017 | 1 |
L. Roy Papp & Associates, LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2013 | Q2 2013 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Sterneck Capital Management, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2018 | Q1 2018 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | 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 |
M Holdings Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Doyle Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2010 | Q1 2010 | 1 |
SCHARF INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 12.28% | 12.28% | 12.28% | Q4 2016 | Q4 2016 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Coastline Trust Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Weil Company, Inc. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2017 | Q4 2017 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
Highland Private Wealth Management | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2018 | Q1 2018 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 5.99% | 5.99% | 5.99% | Q4 2017 | Q4 2017 | 1 |
Strid Group, LLC | 1 | 1 | 11.81% | 11.81% | 11.81% | Q2 2016 | Q2 2016 | 1 |
Trutina Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Independent Advisor Alliance | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2017 | Q1 2017 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 3.11% | 3.11% | 3.11% | Q1 2018 | Q1 2018 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CFO4Life, L.P. | 1 | 1 | 4.08% | 4.08% | 4.08% | Q4 2016 | Q4 2016 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2015 | Q4 2015 | 1 |
FIDUCIARY SERVICES CORP/GA | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 2.71% | 2.71% | 2.71% | Q2 2013 | Q2 2013 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2013 | Q2 2013 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 2.87% | 2.87% | 2.87% | Q3 2014 | Q3 2014 | 1 |
Avenir Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own RYDEX ETF TRUST or have owned RYDEX ETF TRUST in the past.