RYDEX ETF TRUST shareholder history

Current and past RYDEX ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 20200.00%0.00%0.04%Q2 2013Q1 201855
BARCLAYS PLC 20200.00%0.00%0.00%Q2 2013Q1 201840
JANE STREET GROUP, LLC 17170.00%0.02%0.11%Q1 2014Q1 201839
Baldwin Investment Management, LLC 32320.16%0.25%0.33%Q2 2013Q1 202132
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 30300.11%1.98%3.65%Q3 2013Q4 202030
Greenwich Wealth Management LLC 920.02%0.06%0.11%Q3 2014Q3 202227
GOLDMAN SACHS GROUP INC 1440.00%0.00%0.02%Q1 2012Q1 201826
Parallax Volatility Advisers, L.P. 1620.00%0.00%0.01%Q3 2013Q1 201825
RETIREMENT INCOME SOLUTIONS, INC 24242.06%3.46%5.47%Q4 2017Q3 202324
NWAM LLC 24240.51%2.42%5.20%Q2 2012Q1 201824
First Horizon Advisors, Inc. 1581.02%2.57%4.68%Q1 2012Q4 201723
CAHILL FINANCIAL ADVISORS INC 23230.48%0.85%1.31%Q4 2013Q2 201923
LEAVELL INVESTMENT MANAGEMENT, INC. 2020.20%0.39%0.66%Q2 2010Q1 201822
UBS Group AG 14140.00%0.17%0.31%Q4 2014Q1 201822
New England Private Wealth Advisors LLC 22221.25%3.29%5.35%Q4 2012Q1 201822
MUFG Americas Holdings Corp 22220.08%0.18%0.38%Q4 2012Q1 201822
Colorado Capital Management, Inc. 22220.76%1.03%1.47%Q4 2015Q1 202122
ARGI Investment Services, LLC 1330.39%1.86%2.92%Q2 2013Q2 201922
SHEETS SMITH WEALTH MANAGEMENT 21210.20%0.35%0.53%Q1 2013Q1 201821
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.03%0.34%0.60%Q2 2013Q2 201821
Cutler Group LLC / CA 10100.00%0.00%0.05%Q4 2015Q1 201821
FRONTIER INVESTMENT MGMT CO 21210.05%1.85%3.22%Q4 2014Q4 201921
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1470.13%1.57%4.16%Q4 2014Q1 202021
DAVIS R M INC 2010.02%0.04%0.06%Q2 2013Q3 201821
WOLVERINE TRADING, LLC 710.00%0.00%0.01%Q2 2016Q2 201821
Stelac Advisory Services LLC 2013.25%7.90%10.91%Q4 2012Q1 201821
HBK Sorce Advisory LLC 21210.14%0.29%0.65%Q2 2013Q2 201821
BOKF, NA 20200.01%0.03%0.05%Q2 2013Q1 201820
Prospera Financial Services Inc 20200.07%0.42%1.69%Q2 2013Q1 201820
Financial Advisory Group 20200.24%1.65%2.48%Q2 2013Q1 201820
BB&T SECURITIES, LLC 20200.01%0.11%0.19%Q2 2013Q1 201820
D.A. DAVIDSON & CO. 20200.00%0.02%0.06%Q2 2013Q1 201820
Brinker Capital Investments, LLC 20200.00%0.51%1.38%Q2 2013Q1 201820
COMERICA BANK 20200.01%0.04%0.07%Q2 2013Q1 201820
Creative Planning 20200.00%0.02%0.04%Q2 2013Q1 201820
NTV ASSET MANAGEMENT LLC 20201.30%1.77%2.21%Q2 2013Q1 201820
FIRST NATIONAL BANK OF OMAHA 20200.03%0.04%0.06%Q2 2013Q1 201820
BANK OF MONTREAL /CAN/ 20200.00%0.01%0.05%Q2 2013Q1 201820
SUNTRUST BANKS INC 20200.00%0.06%0.14%Q2 2013Q1 201820
STEPHENS INC /AR/ 20200.09%0.25%0.42%Q2 2013Q1 201820
Horizon Kinetics 20200.00%0.02%0.04%Q2 2013Q1 201820
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.04%0.09%0.24%Q2 2013Q1 201820
Kingfisher Capital LLC 20200.24%1.67%2.93%Q2 2013Q1 201820
FIRST HAWAIIAN BANK 20200.13%0.15%0.23%Q2 2013Q1 201820
ADVISORY RESEARCH INC 20200.01%0.03%0.07%Q2 2013Q1 201820
Cambridge Investment Research Advisors, Inc. 20200.29%0.51%0.94%Q2 2013Q1 201820
Haverford Trust Co 20200.07%0.09%0.12%Q2 2013Q1 201820
DUMONT & BLAKE INVESTMENT ADVISORS LLC 20202.41%2.75%3.67%Q2 2013Q1 201820
Alexandria Capital, LLC 20200.14%0.35%0.68%Q2 2013Q1 201820
KING LUTHER CAPITAL MANAGEMENT CORP 20200.00%0.00%0.01%Q2 2013Q1 201820
WELLS FARGO & COMPANY/MN 20200.10%0.14%0.16%Q2 2013Q1 201820
MCDONALD CAPITAL INVESTORS INC/CA 20200.02%0.03%0.04%Q2 2013Q1 201820
LPL Financial LLC 20200.00%0.61%0.99%Q2 2013Q1 201820
Ashfield Capital Partners, LLC 20200.02%0.24%0.56%Q2 2013Q1 201820
PEAPACK GLADSTONE FINANCIAL CORP 20200.28%0.37%0.44%Q2 2013Q1 201820
LBMC INVESTMENT ADVISORS, LLC 202017.48%19.49%20.53%Q2 2013Q1 201820
CREDIT SUISSE AG/ 1280.00%0.01%0.01%Q1 2013Q1 201820
Smithfield Trust Co 20200.03%0.03%0.05%Q2 2013Q1 201820
AMERIPRISE FINANCIAL INC 20200.01%0.02%0.04%Q2 2013Q1 201820
ETRADE Capital Management LLC 20201.76%1.96%2.20%Q2 2013Q1 201820
ATWOOD & PALMER INC 20200.02%0.32%1.15%Q2 2013Q1 201820
First Heartland Consultants, Inc. 20200.30%0.96%1.29%Q2 2013Q1 201820
Annex Advisory Services, LLC 20207.67%8.26%9.15%Q2 2013Q1 201820
RAYMOND JAMES & ASSOCIATES 20200.24%0.37%0.49%Q2 2013Q1 201820
MARCO INVESTMENT MANAGEMENT LLC 20200.01%0.10%0.16%Q2 2013Q1 201820
Sandy Spring Bank 20200.05%0.09%0.18%Q2 2013Q1 201820
CENTRAL TRUST Co 20200.24%0.65%0.85%Q2 2013Q1 201820
FIFTH THIRD BANCORP 20200.00%0.00%0.00%Q2 2013Q1 201820
JPMORGAN CHASE & CO 20200.00%0.01%0.01%Q2 2013Q1 201820
US BANCORP \DE\ 20200.00%0.00%0.01%Q2 2013Q1 201820
DAVENPORT & Co LLC 20200.07%0.10%0.28%Q2 2013Q1 201820
MORGAN STANLEY 20200.11%0.18%0.25%Q2 2013Q1 201820
HM PAYSON & CO 20200.08%0.09%0.10%Q2 2013Q1 201820
Carroll Financial Associates, Inc. 20200.00%0.07%0.14%Q2 2013Q1 201820
WealthTrust Fairport, LLC 20200.03%0.72%2.68%Q2 2013Q1 201820
Bank of New York Mellon Corp 20200.00%0.00%0.00%Q2 2013Q1 201820
CITIGROUP INC 20200.00%0.01%0.02%Q2 2013Q1 201820
REGIONS FINANCIAL CORP 20200.00%0.01%0.02%Q2 2013Q1 201820
Somerset Group LLC 20200.89%2.13%3.56%Q2 2013Q1 201820
GREENLEAF TRUST 20200.05%0.07%0.08%Q2 2013Q1 201820
Cetera Advisor Networks LLC 20200.33%0.84%1.43%Q1 2013Q4 201720
Brown Advisory Securities, LLC 20201.05%1.74%2.13%Q2 2013Q1 201820
WADE G W & INC 20200.20%0.30%0.43%Q2 2013Q1 201820
OPPENHEIMER & CO INC 20200.03%0.08%0.16%Q2 2013Q1 201820
FIRST UNITED BANK & TRUST 20200.78%0.91%1.04%Q2 2013Q1 201820
LifePlan Financial Group, Inc 20200.09%3.45%5.90%Q2 2013Q1 201820
PITTENGER & ANDERSON INC 20200.02%0.39%1.18%Q2 2013Q1 201820
PNC FINANCIAL SERVICES GROUP, INC. 20200.01%0.02%0.03%Q2 2013Q1 201820
SEGALL BRYANT & HAMILL, LLC 20200.05%0.07%0.09%Q1 2013Q4 201720
RAYMOND JAMES TRUST N.A. 20200.12%0.19%0.26%Q2 2013Q1 201820
FIRST MERCHANTS CORP 20200.68%2.62%3.56%Q2 2013Q1 201820
ROYAL BANK OF CANADA 20200.02%0.05%0.12%Q2 2013Q1 201820
BENJAMIN F. EDWARDS & COMPANY, INC. 20200.06%0.13%0.24%Q2 2013Q1 201820
SPC Financial, Inc. 20200.16%12.48%18.55%Q2 2013Q1 201820
BANK OF AMERICA CORP /DE/ 20200.05%0.12%0.20%Q2 2013Q1 201820
Raymond James Financial Services Advisors, Inc. 20200.73%1.90%3.96%Q2 2013Q1 201820
NORTHERN TRUST CORP 1180.00%0.00%0.00%Q2 2013Q1 201819
Carlton Hofferkamp & Jenks Wealth Management, LLC 19190.46%7.43%9.25%Q3 2013Q1 201819
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1360.43%0.85%1.14%Q2 2013Q1 201819
J.P. Morgan Private Wealth Advisors LLC 19190.13%0.45%0.80%Q2 2013Q4 201719
CABOT WEALTH MANAGEMENT INC 19190.10%0.60%0.89%Q2 2013Q4 201719
Apriem Advisors 1180.00%1.80%3.38%Q2 2013Q1 201819
West Oak Capital, LLC 1810.27%0.37%0.46%Q2 2013Q1 201819
QCI ASSET MANAGEMENT INC/NY 19190.00%0.00%0.01%Q2 2013Q4 201719
Psagot Value Holdings Ltd. 19190.13%0.33%0.66%Q2 2013Q4 201719
Newfound Research LLC 19190.00%0.01%0.01%Q4 2015Q2 202019
PINNACLE ASSOCIATES LTD 19190.01%0.05%0.07%Q2 2013Q4 201719
EP Wealth Advisors, LLC 19190.10%0.22%0.36%Q3 2013Q1 201819
FCA CORP /TX 19190.98%1.90%2.59%Q2 2013Q4 201719
Bartlett & Co. LLC 1720.00%0.00%0.00%Q2 2013Q1 201819
People's United Financial, Inc. 19190.03%0.10%0.19%Q2 2013Q4 201719
Newman Dignan & Sheerar, Inc. 940.03%0.43%0.68%Q2 2013Q2 201819
First Allied Advisory Services, Inc. 19190.18%0.42%1.01%Q2 2013Q4 201719
FIRST TRUST ADVISORS LP 19190.01%0.01%0.01%Q3 2013Q1 201819
HENGEHOLD CAPITAL MANAGEMENT LLC 19193.15%7.45%10.47%Q3 2013Q1 201819
MONTAG A & ASSOCIATES INC 19190.74%1.01%1.28%Q2 2013Q4 201719
Gateway Advisory, LLC 19190.61%7.79%15.14%Q2 2013Q4 201719
Financial Architects, Inc 19192.90%4.99%7.14%Q2 2013Q4 201719
Hartford Financial Management Inc. 19190.41%0.57%0.77%Q2 2013Q4 201719
MERIDIAN INVESTMENT COUNSEL INC. 19190.11%0.21%0.24%Q4 2013Q2 201819
Oxbow Advisors, LLC 19191.04%1.28%1.88%Q2 2013Q4 201719
HighTower Advisors, LLC 19190.24%1.00%1.26%Q2 2013Q4 201719
HL FINANCIAL SERVICES LLC 19190.01%0.17%0.41%Q3 2013Q1 201819
KANAWHA CAPITAL MANAGEMENT LLC 1270.03%0.05%0.06%Q2 2013Q1 201819
COBIZ WEALTH, LLC 19190.89%5.31%6.93%Q2 2013Q4 201719
Legacy Private Trust Co. 19190.23%1.10%3.06%Q3 2013Q1 201819
Main Management LLC 19192.24%2.67%3.17%Q2 2013Q4 201719
ENVESTNET ASSET MANAGEMENT INC 19190.04%0.10%0.23%Q2 2013Q4 201719
REGENTATLANTIC CAPITAL LLC 19190.06%0.08%0.10%Q2 2013Q4 201719
Cetera Advisors LLC 19191.96%2.95%3.37%Q2 2013Q4 201719
CHEMICAL BANK 19190.02%0.04%0.06%Q3 2013Q1 201819
KCM INVESTMENT ADVISORS LLC 19190.02%0.04%0.06%Q2 2013Q4 201719
SCOTIA CAPITAL INC. 19190.01%0.03%0.08%Q3 2013Q1 201819
FineMark National Bank & Trust 19190.01%0.02%0.05%Q2 2013Q4 201719
CULLEN/FROST BANKERS, INC. 1090.01%0.02%0.05%Q2 2013Q1 201819
Tortoise Investment Management, LLC 1720.04%0.06%0.07%Q2 2013Q1 201819
Jacobus Wealth Management, Inc. 18180.07%0.12%0.14%Q2 2013Q3 201718
FLPUTNAM INVESTMENT MANAGEMENT CO 1620.60%0.85%1.00%Q2 2013Q4 201718
Commonwealth Equity Services, Inc 18180.43%0.56%0.69%Q2 2013Q3 201718
CIBC WORLD MARKET INC. 18180.00%0.01%0.03%Q4 2013Q1 201818
Diversified Trust Co 1410.05%0.07%0.10%Q2 2013Q1 201818
Janney Montgomery Scott LLC 1170.12%0.23%0.35%Q3 2013Q1 201818
Private Advisor Group, LLC 18180.26%0.42%0.80%Q4 2013Q1 201818
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 18180.23%0.89%1.07%Q3 2013Q4 201718
BIRINYI ASSOCIATES INC 18180.16%0.31%0.76%Q3 2013Q4 201718
GREAT LAKES ADVISORS, LLC 18180.01%0.03%0.06%Q3 2013Q4 201718
AVIANCE CAPITAL MANAGEMENT, LLC 1130.02%0.18%0.34%Q2 2013Q1 201818
NATIONAL PLANNING CORP 18180.10%0.18%0.32%Q2 2013Q3 201718
OPTIMUM INVESTMENT ADVISORS 1170.10%0.31%0.68%Q3 2013Q1 201818
Brouwer & Janachowski, LLC 18180.42%1.11%1.92%Q4 2013Q1 201818
B. Riley Wealth Advisors, Inc. 1120.01%0.27%0.52%Q2 2013Q1 201818
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 18186.88%7.90%8.51%Q4 2013Q1 201818
Winslow, Evans & Crocker, Inc. 18180.01%0.06%0.10%Q4 2013Q1 201818
STIFEL FINANCIAL CORP 17170.14%0.20%0.32%Q1 2014Q1 201817
PEDDOCK CAPITAL ADVISORS, LLC 17171.39%1.77%2.52%Q4 2013Q4 201717
M&T BANK CORP 17170.01%0.01%0.02%Q1 2014Q1 201817
VICUS CAPITAL 17170.07%0.67%2.88%Q4 2013Q4 201717
Essex Financial Services, Inc. 17170.09%0.64%1.22%Q1 2014Q1 201817
Dorsey & Whitney Trust CO LLC 17170.16%0.24%0.54%Q1 2014Q1 201817
INVESTMENT CENTERS OF AMERICA INC 1520.21%0.30%0.51%Q2 2013Q3 201717
Moors & Cabot, Inc. 17170.07%0.16%0.22%Q1 2014Q1 201817
Mathes Company, Inc. 17170.10%0.16%0.26%Q1 2014Q1 201817
GIRARD PARTNERS LTD. 17170.10%0.21%0.33%Q1 2014Q1 201817
Baltimore-Washington Financial Advisors, Inc. 17170.32%0.87%2.00%Q4 2013Q4 201717
Garrison Asset Management, LLC 17170.14%0.18%0.22%Q4 2013Q4 201717
WFG Advisors, LP 17170.02%0.25%0.42%Q2 2013Q2 201717
Dana Investment Advisors, Inc. 1430.01%0.05%0.10%Q3 2013Q1 201817
Concert Wealth Management Inc. 17170.23%0.40%0.78%Q2 2013Q2 201717
SOUTH TEXAS MONEY MANAGEMENT LTD 17170.03%0.10%0.14%Q1 2014Q1 201817
PARSONS CAPITAL MANAGEMENT INC/RI 17170.03%0.12%0.28%Q1 2014Q1 201817
BRYN MAWR TRUST Co 17170.01%0.02%0.02%Q4 2013Q4 201717
CAPSTONE ASSET MANAGEMENT CO 17170.02%0.05%0.13%Q2 2013Q2 201717
BLAIR WILLIAM & CO/IL 1330.00%0.02%0.05%Q3 2013Q4 201716
BRIGHTON JONES LLC 1330.05%0.06%0.08%Q4 2013Q4 201716
Kistler-Tiffany Companies, LLC 16160.04%1.00%2.16%Q2 2014Q1 201816
CAPTRUST FINANCIAL ADVISORS 16160.01%0.08%0.27%Q1 2014Q4 201716
BRAUN STACEY ASSOCIATES INC 16160.02%0.04%0.06%Q2 2014Q1 201816
CUMBERLAND ADVISORS INC 1410.78%10.81%20.35%Q2 2013Q4 201716
Hudock, Inc. 16160.00%0.00%0.01%Q2 2014Q1 201816
Focused Wealth Management, Inc 16160.01%0.02%0.04%Q2 2014Q1 201816
Avior Wealth Management, LLC 16160.01%0.02%0.03%Q1 2014Q4 201716
QUANTUM CAPITAL MANAGEMENT 16160.05%0.08%0.14%Q2 2014Q1 201816
Atria Investments, Inc 920.05%0.52%1.45%Q2 2013Q4 201716
Lenox Wealth Advisors, LLC 810.01%0.03%0.04%Q1 2014Q1 202216
Curbstone Financial Management Corp 16160.20%0.83%1.29%Q2 2014Q1 201816
CWM, LLC 1510.01%1.20%2.31%Q3 2013Q1 201816
Avidian Wealth Solutions, LLC 16160.30%2.48%6.17%Q2 2014Q1 201816
WealthTrust-Arizona, LLC 16160.00%0.30%1.73%Q2 2014Q1 201816
GFS Advisors, LLC 16160.02%0.34%0.55%Q2 2014Q1 201816
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 16160.03%0.05%0.06%Q2 2014Q1 201816
IFP Advisors, Inc 810.00%0.13%0.34%Q4 2015Q2 202115
Hanson & Doremus Investment Management 15150.02%0.02%0.04%Q3 2014Q1 201815
BOYS ARNOLD & CO INC 730.04%0.07%0.10%Q3 2013Q4 201715
Ironsides Asset Advisors, LLC 15152.47%3.85%5.00%Q2 2014Q4 201715
SFMG, LLC 1050.36%0.48%0.60%Q3 2013Q4 201715
WESPAC Advisors, LLC 630.48%1.62%2.31%Q2 2013Q1 201815
FDx Advisors, Inc. 1050.01%0.49%1.84%Q2 2014Q1 201815
GW HENSSLER & ASSOCIATES LTD 1050.02%0.04%0.09%Q2 2013Q4 201715
SII INVESTMENTS INC/WI 15150.03%0.06%0.09%Q2 2014Q4 201715
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1140.75%3.22%8.21%Q2 2014Q1 201815
GLENMEDE TRUST CO NA 15150.00%0.00%0.01%Q3 2014Q1 201815
KEYBANK NATIONAL ASSOCIATION/OH 15150.00%0.01%0.01%Q3 2014Q1 201815
MYCIO WEALTH PARTNERS, LLC 870.02%0.02%0.03%Q1 2014Q1 201815
BESSEMER GROUP INC 1210.00%0.00%0.01%Q1 2014Q1 201815
Gradient Investments LLC 720.00%0.00%0.01%Q1 2014Q1 201815
NEXT Financial Group, Inc 15150.08%0.15%0.25%Q3 2014Q1 201815
Linscomb & Williams, Inc. 15150.03%0.04%0.04%Q2 2013Q4 201615
Veritable, L.P. 1050.01%0.01%0.02%Q4 2012Q1 201815
MSI Financial Services Inc 15150.21%0.83%1.91%Q2 2013Q4 201615
Aft, Forsyth & Sober, LLC 15150.83%12.44%18.40%Q2 2013Q4 201615
Klingman & Associates, LLC 14140.14%0.18%0.23%Q4 2014Q1 201814
Astor Investment Management LLC 811.95%3.43%6.74%Q1 2014Q1 201814
ACG Wealth 710.04%0.12%0.23%Q2 2013Q1 201814
Blue Chip Partners, LLC 14140.16%0.22%0.32%Q4 2014Q1 201814
SG Americas Securities, LLC 810.00%0.01%0.03%Q2 2013Q1 201814
NewEdge Advisors, LLC 14141.12%3.95%7.67%Q4 2014Q1 201814
Tower Research Capital LLC (TRC) 510.00%0.14%0.43%Q3 2013Q1 201814
Dakota Wealth Management 14140.26%1.29%1.57%Q4 2014Q1 201814
Carnegie Capital Asset Management, LLC 14140.15%0.21%0.29%Q3 2014Q4 201714
Koshinski Asset Management, Inc. 14140.76%1.18%1.93%Q4 2014Q1 201814
Peak Asset Management, LLC 14140.31%0.62%0.92%Q4 2014Q1 201814
Sigma Planning Corp 14140.24%0.36%0.72%Q4 2014Q1 201814
BURNS J W & CO INC/NY 14140.35%0.63%0.79%Q4 2014Q1 201814
RKL Wealth Management LLC 14140.21%0.58%0.92%Q3 2014Q4 201714
Mercer Capital Advisers, Inc. 14140.27%0.32%0.37%Q4 2014Q1 201814
WESTPORT RESOURCES MANAGEMENT INC 14140.64%1.36%3.49%Q2 2013Q3 201614
LAZARD ASSET MANAGEMENT LLC 1110.00%0.01%0.03%Q2 2013Q3 201713
Sequoia Financial Advisors, LLC 13130.19%1.22%2.83%Q4 2014Q4 201713
Voya Financial Advisors, Inc. 13130.09%0.18%0.42%Q1 2015Q1 201813
Stratos Wealth Partners, LTD. 13130.04%0.15%0.32%Q4 2014Q4 201713
Advisory Services Network, LLC 850.00%0.08%0.19%Q4 2014Q1 201813
Timber Hill LLC 620.00%0.02%0.07%Q4 2013Q1 201813
WEDBUSH SECURITIES INC 530.03%0.06%0.11%Q2 2014Q1 201813
Risk Paradigm Group, LLC 13130.08%0.29%0.87%Q1 2015Q1 201813
GAM Holding AG 1210.81%0.96%1.12%Q3 2013Q4 201613
Investors Capital Advisory Services 13130.06%0.13%0.20%Q2 2013Q2 201613
Independent Portfolio Consultants, Inc. 13130.00%0.26%0.42%Q2 2014Q2 201713
Bison Wealth, LLC 13130.61%2.00%4.97%Q4 2014Q4 201713
VSR Financial Services, Inc. 13130.32%0.64%1.00%Q2 2013Q2 201613
Lester Murray Antman dba SimplyRich 761.45%1.78%2.56%Q4 2017Q1 202113
Bruderman Asset Management, LLC 13130.55%0.76%1.01%Q1 2015Q1 201813
Gratus Capital, LLC 13130.08%0.59%3.75%Q4 2014Q4 201713
OLD NATIONAL BANCORP /IN/ 1030.01%0.01%0.02%Q4 2014Q1 201813
CAPITAL COUNSEL LLC/NY 12120.00%0.18%0.40%Q2 2013Q1 201612
FIRST MIDWEST BANK TRUST DIVISION 12120.08%0.17%0.21%Q2 2015Q1 201812
COMMERCE BANK 12120.00%0.00%0.01%Q2 2015Q1 201812
CUE ADVISORY SERVICES, INC. 930.41%0.83%1.10%Q4 2014Q1 201812
Rezny Wealth Management, Inc. 12127.64%9.25%10.29%Q1 2015Q4 201712
Sharkey, Howes & Javer 1115.46%13.04%19.27%Q1 2015Q1 201812
Kovack Advisors, Inc. 1020.10%2.00%3.46%Q1 2014Q1 201812
WILLIAMS JONES & ASSOCIATES LLC 750.02%0.11%0.19%Q4 2014Q4 201712
JNBA Financial Advisors 1110.00%0.13%0.91%Q3 2014Q3 201812
Ironwood Financial, llc 840.10%0.14%0.25%Q4 2014Q4 201712
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 1020.16%0.24%0.39%Q3 2014Q3 201712
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1110.02%1.18%2.14%Q1 2015Q1 201812
Advisors Asset Management, Inc. 12120.00%0.00%0.00%Q2 2015Q1 201812
MAI Capital Management 840.01%0.03%0.04%Q4 2014Q4 201712
Mirae Asset Global Investments Co., Ltd. 12120.02%0.05%0.06%Q2 2009Q1 201212
TWO SIGMA ADVISERS, LP 660.01%0.01%0.02%Q3 2014Q1 201812
Keel Point, LLC 12120.11%0.23%0.34%Q1 2015Q4 201712
AMERICAN INTERNATIONAL GROUP, INC. 12120.03%0.04%0.05%Q2 2013Q1 201612
Baird Financial Group, Inc. 12120.04%0.17%0.24%Q2 2015Q1 201812
Leonetti & Associates, LLC 11113.14%3.32%3.66%Q2 2013Q4 201511
SALEM INVESTMENT COUNSELORS INC 1010.01%0.03%0.04%Q2 2013Q1 201711
Alpha Omega Wealth Management LLC 11110.86%0.92%0.98%Q4 2016Q2 201911
ASSETMARK, INC 810.00%0.18%0.89%Q3 2013Q4 201711
Patten Group, Inc. 11110.02%0.05%0.08%Q2 2015Q4 201711
BROWN ADVISORY INC 740.00%0.01%0.02%Q2 2013Q1 201811
NORTHSTAR INVESTMENT ADVISORS LLC 11110.07%0.52%0.87%Q3 2015Q1 201811
FARMERS & MERCHANTS INVESTMENTS INC 11110.00%0.00%0.00%Q3 2015Q1 201811
Geneva Advisors, LLC 740.01%0.01%0.04%Q1 2014Q2 201711
Tradewinds Capital Management, LLC 11110.00%0.01%0.02%Q1 2014Q3 201611
MILLIE CAPITAL MANAGEMENT, LLC 650.61%1.55%2.67%Q4 2014Q4 201711
Clark Capital Management Group, Inc. 810.01%0.40%2.04%Q1 2014Q4 201711
Aspen Investment Management Inc 11110.38%2.65%3.52%Q3 2015Q1 201811
TRUST CO OF VERMONT 920.00%0.02%0.04%Q2 2015Q1 201811
VALLEY FORGE ASSET MANAGEMENT, LLC 11110.11%0.29%0.48%Q2 2013Q4 201511
Frontier Wealth Management LLC 11110.04%0.09%0.18%Q1 2015Q3 201711
Cambridge Advisors Inc. 11110.12%0.22%0.29%Q3 2015Q1 201811
Citadel Advisors 610.00%0.00%0.01%Q1 2014Q1 201811
Hilltop Holdings Inc. 1010.17%0.19%0.22%Q1 2015Q4 201711
Arete Wealth Advisors, LLC 11110.16%0.38%0.56%Q3 2015Q1 201811
NBW CAPITAL LLC 830.05%0.07%0.10%Q2 2013Q1 202211
Argentus Capital Management, LLC 830.04%0.33%0.56%Q2 2013Q3 201611
SEI INVESTMENTS CO 640.00%0.00%0.00%Q1 2015Q1 201810
SMITH HAYES Advisers, Inc 10100.18%0.48%0.72%Q3 2013Q4 201510
Capital Asset Advisory Services LLC 10100.63%1.57%2.31%Q4 2015Q1 201810
Stadion Money Management, LLC 810.26%0.91%1.89%Q3 2013Q3 201610
Pinnacle Summer Investments, Inc. 10100.00%0.01%0.02%Q3 2013Q4 201510
Constellation Wealth Advisors, LLC 10103.41%4.11%5.63%Q2 2013Q3 201510
Harel Insurance Investments & Financial Services Ltd. 10100.01%0.11%0.30%Q4 2015Q1 201810
Sheaff Brock Investment Advisors, LLC 10100.23%0.38%0.45%Q4 2015Q1 201810
COMERICA SECURITIES INC 710.04%0.26%0.78%Q4 2013Q4 201610
Shoker Investment Counsel, Inc. 10100.38%0.49%0.57%Q4 2015Q1 201810
CLIFFORD SWAN INVESTMENT COUNSEL LLC 730.01%0.02%0.02%Q4 2014Q4 201710
Fiera Capital Corp 730.00%0.08%0.14%Q2 2013Q4 201710
GUGGENHEIM CAPITAL LLC 810.01%0.01%0.05%Q4 2014Q1 201810
RPg Family Wealth Advisory, LLC 10100.01%0.14%0.56%Q4 2015Q1 201810
Gerber Kawasaki Wealth & Investment Management 10100.15%0.26%0.50%Q4 2015Q1 201810
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 640.00%0.02%0.05%Q2 2013Q1 201810
Twele Capital Management, Inc. 10101.15%1.43%1.64%Q2 2013Q3 201510
InterOcean Capital, LLC 730.03%0.05%0.08%Q4 2014Q4 201710
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q4 2015Q1 201810
1832 Asset Management L.P. 10100.00%0.00%0.01%Q4 2015Q1 201810
Acorn Wealth Advisors, LLC 10101.24%1.75%2.00%Q4 2017Q1 202010
High Falls Advisors, Inc 10103.52%6.17%7.34%Q4 2015Q1 201810
Horan Capital Advisors, LLC. 910.02%0.33%0.55%Q4 2013Q3 201710
C M BIDWELL & ASSOCIATES LTD 10100.11%0.12%0.13%Q2 2021Q3 202310
BlackRock Inc. 10100.00%0.00%0.00%Q4 2015Q1 201810
FormulaFolio Investments, LLC 10100.03%0.07%0.24%Q4 2015Q1 201810
WESCAP Management Group, Inc. 10109.07%11.57%14.87%Q4 2015Q1 201810
OGOREK ANTHONY JOSEPH /NY/ /ADV 10100.00%0.00%0.01%Q4 2015Q1 201810
White Lighthouse Investment Management Inc. 10100.21%0.86%1.39%Q4 2017Q1 202010
Jackson, Grant Investment Advisers, Inc. 10109.37%9.94%10.79%Q4 2015Q1 201810
WESPAC Advisors SoCal, LLC 10100.02%0.20%0.37%Q4 2015Q1 201810
UMB Bank, n.a. 10100.01%0.02%0.03%Q4 2015Q1 201810
Cambridge Financial Group, Inc. 10100.11%0.37%1.67%Q4 2015Q1 201810
Tiller Private Wealth, Inc. 10105.06%5.75%7.26%Q4 2015Q1 201810
Well Done, LLC 990.13%1.86%3.29%Q4 2015Q4 20179
SUSQUEHANNA TRUST & INVESTMENT CO 990.12%0.13%0.15%Q2 2013Q2 20159
Telos Capital Management, Inc. 990.13%0.16%0.20%Q2 2013Q2 20159
Intercontinental Wealth Advisors, LLC 990.23%0.35%0.79%Q4 2015Q4 20179
Partnervest Advisory Services LLC 990.12%0.15%0.17%Q3 2013Q3 20159
CIBC BANK USA 630.04%0.06%0.06%Q1 2015Q2 20179
Jackson Wealth Management, LLC 710.01%0.41%0.54%Q4 2014Q1 20189
Regal Wealth Group, Inc. 990.05%1.18%7.59%Q4 2015Q4 20179
Simplicity Solutions, LLC 710.07%0.30%0.54%Q2 2015Q1 20189
Virtu KCG Holdings LLC 510.00%0.01%0.02%Q3 2013Q4 20169
BALDWIN BROTHERS LLC/MA 990.01%0.01%0.01%Q1 2016Q1 20189
Armbruster Capital Management, Inc. 990.02%0.02%0.03%Q4 2015Q4 20179
INVESTMENT PARTNERS, LTD. 990.14%0.26%0.34%Q1 2016Q1 20189
HT Partners LLC 540.09%1.08%4.99%Q1 2015Q1 20189
First City Capital Management, Inc. 990.06%0.06%0.07%Q1 2014Q1 20169
Mosaic Family Wealth, LLC 990.17%0.24%0.36%Q4 2015Q4 20179
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.02%Q2 2013Q2 20159
MARK SHEPTOFF FINANCIAL PLANNING, LLC 990.01%0.01%0.01%Q4 2015Q4 20179
KINGS POINT CAPITAL MANAGEMENT 990.03%0.04%0.10%Q3 2014Q3 20169
HUNTINGTON NATIONAL BANK 610.00%0.01%0.03%Q3 2011Q4 20179
DT Investment Partners, LLC 990.07%0.08%0.10%Q1 2016Q1 20189
MOTCO 810.00%0.00%0.01%Q4 2014Q1 20189
DUNCKER STREETT & CO INC 990.00%0.00%0.00%Q4 2013Q4 20159
TCI Wealth Advisors, Inc. 990.00%0.01%0.01%Q1 2013Q1 20159
Cetera Investment Advisers 990.36%0.46%1.05%Q4 2015Q4 20179
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.26%0.49%1.38%Q4 2015Q4 20179
Fiduciary Trust Co International of Pennsylvania 510.01%0.01%0.02%Q2 2014Q1 20189
Barnett & Company, Inc. 990.03%0.07%0.11%Q1 2016Q1 20189
HARVEST CAPITAL MANAGEMENT INC 997.57%9.36%10.70%Q1 2016Q1 20189
Regal Investment Advisors LLC 990.00%0.01%0.01%Q2 2013Q2 20159
Hochman Cole Investment Advisors, Inc. 992.62%2.97%3.24%Q4 2015Q4 20179
Palo Capital, Inc. 710.39%0.54%0.60%Q4 2014Q1 20188
MADISON INVESTMENT HOLDINGS INC 880.03%0.16%0.23%Q1 2016Q4 20178
Roundview Capital LLC 880.11%0.24%0.31%Q1 2016Q4 20178
Clal Insurance Enterprises Holdings Ltd 620.00%0.31%0.72%Q4 2014Q2 20178
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 530.05%0.06%0.07%Q2 2014Q4 20168
ROPES WEALTH ADVISORS LLC 880.11%0.11%0.12%Q2 2016Q1 20188
Gary Goldberg Planning Services Inc 880.01%0.67%1.02%Q1 2013Q4 20148
BAIRD ROBERT W & CO INC /WI/ 880.07%0.08%0.10%Q2 2013Q1 20158
Aureus Asset Management, LLC 880.05%0.05%0.06%Q2 2014Q1 20168
Ayalon Insurance Comp Ltd. 880.10%0.13%0.15%Q1 2015Q4 20168
WEALTHFRONT Corp 530.00%0.00%0.01%Q3 2014Q1 20188
Nadler Financial Group, Inc. 880.09%0.10%0.12%Q2 2016Q1 20188
Snowden Capital Advisors LLC 880.20%0.28%0.50%Q1 2016Q4 20178
TRUE Private Wealth Advisors 710.85%1.02%1.16%Q4 2015Q1 20188
Integrated Wealth Management 710.03%0.06%0.14%Q1 2015Q1 20178
V Wealth Advisors LLC 880.44%0.58%0.66%Q2 2016Q1 20188
TRIANGLE PEAK PARTNERS, LP 885.76%7.14%11.38%Q4 2013Q3 20158
REILLY FINANCIAL ADVISORS, LLC 710.00%0.01%0.02%Q1 2014Q1 20188
Advisor Group, Inc. 880.14%0.26%0.45%Q2 2016Q1 20188
MERITAGE PORTFOLIO MANAGEMENT 880.02%0.04%0.06%Q2 2013Q1 20158
Allworth Financial LP 710.00%0.00%0.00%Q1 2016Q1 20188
Janney Capital Management LLC 410.00%0.04%0.10%Q1 2014Q1 20178
Bank Pictet & Cie (Europe) AG 880.04%0.04%0.04%Q1 2016Q4 20178
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 530.06%0.14%0.36%Q1 2014Q4 20178
Sullivan, Bruyette, Speros & Blaney, LLC 880.02%0.02%0.03%Q2 2016Q1 20188
BEACON TRUST CO 880.04%0.73%1.62%Q4 2013Q3 20158
Northeast Financial Consultants Inc 880.08%0.09%0.10%Q2 2016Q1 20188
UBS AG 660.00%0.13%0.20%Q2 2013Q3 20148
Manchester Capital Management LLC 880.00%0.01%0.01%Q2 2013Q1 20158
Cornerstone Wealth Management, LLC 710.34%0.50%0.74%Q1 2016Q1 20188
Personal Capital Advisors Corp 880.04%0.09%0.17%Q4 2013Q3 20158
Sonora Investment Management, LLC 710.01%0.01%0.02%Q1 2016Q1 20188
Madden Advisory Services, Inc. 510.04%0.05%0.06%Q3 2013Q1 20178
Burt Wealth Advisors 440.00%0.03%0.16%Q4 2014Q1 20188
ARCADIA INVESTMENT MANAGEMENT CORP/MI 770.07%0.27%0.88%Q3 2016Q1 20187
SIGNATUREFD, LLC 770.00%0.00%0.02%Q1 2015Q3 20167
Placemark Investments, Inc. 770.05%0.15%0.40%Q2 2013Q4 20147
Transamerica Financial Advisors, Inc. 520.06%0.42%0.78%Q1 2015Q1 20187
NEW ENGLAND SECURITIES CORP /MA/ 770.15%0.23%0.30%Q2 2013Q4 20147
CITY HOLDING CO 770.04%0.04%0.05%Q2 2016Q4 20177
IMS Capital Management 610.97%1.01%1.06%Q3 2015Q2 20177
ATHERTON LANE ADVISERS, LLC 770.05%0.07%0.08%Q2 2014Q4 20157
Visionary Asset Management, Inc. 310.02%0.12%0.25%Q3 2013Q1 20187
DEUTSCHE BANK AG\ 610.00%0.00%0.01%Q3 2013Q1 20187
PRINCETON CAPITAL MANAGEMENT LLC 610.02%0.44%0.93%Q2 2013Q1 20187
RHUMBLINE ADVISERS 510.00%0.00%0.01%Q1 2015Q4 20177
SVA Wealth Management, LLC 770.05%0.05%0.06%Q1 2015Q3 20167
Pinnacle Advisory Group, Inc. 770.04%0.05%0.07%Q3 2013Q1 20157
Ausdal Financial Partners, Inc. 520.13%0.48%2.14%Q4 2015Q1 20187
Allegis Investment Advisors, LLC 520.07%0.25%0.47%Q4 2015Q3 20177
Buffington Mohr McNeal 430.06%0.22%0.46%Q1 2016Q4 20177
FOUNDERS BANK & TRUST 770.10%0.11%0.13%Q2 2013Q4 20147
Cardan Capital Partners, LLC 772.93%3.60%4.08%Q4 2015Q2 20177
L & S Advisors Inc 770.20%0.24%0.34%Q2 2016Q4 20177
Virtu Financial LLC 310.02%0.66%1.87%Q2 2013Q4 20177
EDMOND DE ROTHSCHILD HOLDING S.A. 770.00%0.00%0.00%Q3 2016Q1 20187
BOSTON PRIVATE BANK & TRUST CO 520.00%0.00%0.01%Q2 2013Q1 20157
PATTON ALBERTSON MILLER GROUP, LLC 770.23%0.39%0.76%Q3 2013Q1 20157
Stockman Wealth Management, Inc. 770.23%0.79%1.44%Q3 2016Q1 20187
Good Harbor Financial, LLC 770.03%0.07%0.14%Q4 2013Q2 20157
BlackRock Institutional Trust Company, N.A. 610.00%0.00%0.00%Q2 2013Q4 20167
Krilogy Financial LLC 770.00%0.00%0.00%Q2 2016Q4 20177
Clearstead Advisors, LLC 660.09%0.20%0.27%Q4 2016Q1 20186
LEVEL FOUR ADVISORY SERVICES, LLC 660.26%1.85%2.49%Q4 2016Q1 20186
IHT Wealth Management, LLC 660.00%0.22%0.54%Q4 2016Q1 20186
First Command Financial Services, Inc. 660.00%0.04%0.14%Q4 2016Q1 20186
Abbrea Capital, LLC 661.40%1.70%1.87%Q4 2016Q1 20186
Vigilant Capital Management, LLC 660.01%0.01%0.01%Q3 2015Q4 20166
Bank OZK 510.07%0.11%0.29%Q1 2016Q4 20176
Capstone Financial Advisors, Inc. 660.10%0.12%0.14%Q4 2016Q1 20186
REDW Wealth LLC 665.98%7.04%8.35%Q4 2016Q1 20186
WEALTHSOURCE PARTNERS, LLC 660.12%1.00%3.27%Q3 2016Q4 20176
Caprock Group, LLC 660.14%0.25%0.33%Q4 2016Q1 20186
Narwhal Capital Management 660.09%0.24%0.44%Q4 2013Q1 20156
B. Riley Wealth Management, Inc. 660.31%0.73%1.24%Q1 2014Q2 20156
BRADLEY FOSTER & SARGENT INC/CT 330.01%0.01%0.01%Q2 2016Q1 20186
Parkside Financial Bank & Trust 660.01%0.01%0.01%Q2 2016Q3 20176
AE Wealth Management LLC 660.14%0.37%0.46%Q4 2016Q1 20186
Steward Partners Investment Advisory, LLC 660.08%0.15%0.38%Q4 2016Q1 20186
PATTEN & PATTEN INC/TN 660.04%0.05%0.05%Q4 2016Q1 20186
Country Club Trust Company, n.a. 510.07%0.23%0.32%Q4 2014Q1 20186
DIVIDEND ASSETS CAPITAL, LLC 660.01%0.01%0.01%Q4 2016Q1 20186
KMS FINANCIAL SERVICES, INC 660.11%0.18%0.29%Q2 2013Q3 20146
Global Retirement Partners, LLC 660.22%0.36%0.50%Q4 2016Q1 20186
JT Stratford LLC 661.75%1.87%1.98%Q4 2016Q1 20186
Nationwide Fund Advisors 310.00%0.00%0.00%Q2 2014Q3 20166
Carnick & Kubik, LLC 310.02%0.21%0.41%Q2 2013Q3 20156
Private Advisory Group LLC 660.55%1.08%1.35%Q4 2016Q1 20186
Capital Advisors, Ltd. LLC 660.43%1.02%1.51%Q4 2016Q1 20186
Darwin Wealth Management, LLC 660.57%2.09%3.96%Q4 2016Q1 20186
BEACON INVESTMENT ADVISORY SERVICES, INC. 660.04%0.05%0.06%Q4 2016Q1 20186
MACROVIEW INVESTMENT MANAGEMENT LLC 660.05%0.09%0.14%Q3 2016Q4 20176
Liberty Capital Management, Inc. 660.04%0.05%0.06%Q3 2016Q4 20176
UBS ASSET MANAGEMENT AMERICAS INC 660.00%0.00%0.00%Q4 2016Q1 20186
SUNFLOWER BANK, NA WEALTH MANAGEMENT 660.15%0.60%1.50%Q4 2016Q1 20186
First Command Bank 660.00%0.07%0.18%Q4 2016Q1 20186
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 660.23%0.42%0.56%Q2 2014Q3 20156
Triangle Securities Wealth Management 660.20%0.29%0.36%Q4 2016Q1 20186
TWO SIGMA INVESTMENTS, LP 210.00%0.01%0.02%Q1 2015Q1 20186
Moloney Securities Asset Management, LLC 660.95%1.00%1.06%Q4 2016Q1 20186
Good Life Advisors, LLC 660.16%0.24%0.35%Q4 2016Q1 20186
Tuttle Capital Management, LLC 660.38%2.82%6.24%Q1 2014Q2 20156
Patriot Financial Group Insurance Agency, LLC 660.03%0.09%0.31%Q4 2016Q1 20186
McAdam, LLC 664.10%4.66%4.94%Q4 2016Q1 20186
Bryn Mawr Capital Management, LLC 661.40%1.67%2.07%Q4 2016Q1 20186
WEBSTER BANK, N. A. 660.00%0.00%0.00%Q4 2016Q1 20186
Foothills Asset Management, Ltd. 660.43%0.66%0.86%Q4 2016Q1 20186
AllSquare Wealth Management LLC 660.02%0.59%0.90%Q3 2016Q4 20176
FundX Investment Group, LLC 661.46%3.29%4.81%Q2 2013Q3 20146
TRUIST FINANCIAL CORP 660.01%0.01%0.02%Q3 2015Q4 20166
ASSOCIATED BANC-CORP 550.07%0.07%0.07%Q3 2013Q3 20145
IBEX WEALTH ADVISORS 210.72%0.81%0.89%Q4 2016Q2 20185
Parallel Advisors, LLC 550.45%0.48%0.50%Q4 2016Q4 20175
RFG Advisory, LLC 5514.74%18.13%21.10%Q1 2017Q1 20185
Glenview Trust Co 550.03%0.04%0.04%Q1 2017Q1 20185
IFC Holdings Incorporated/FL 410.02%0.06%0.08%Q2 2016Q4 20175
Capital Analysts, LLC 553.27%3.52%3.70%Q1 2017Q1 20185
CFO4Life Group, LLC 553.40%3.98%5.35%Q1 2017Q1 20185
FIRST FOUNDATION ADVISORS 410.04%0.10%0.13%Q4 2014Q4 20175
Conservest Capital Advisors, Inc. 550.57%0.72%0.80%Q1 2017Q1 20185
CREATIVE FINANCIAL DESIGNS INC /ADV 550.04%0.06%0.07%Q4 2016Q4 20175
RAY GERALD L & ASSOCIATES LTD 550.07%0.16%0.20%Q3 2016Q3 20175
Flaharty Asset Management, LLC 553.75%12.77%37.10%Q4 2016Q4 20175
Paragon Wealth Strategies, LLC 558.26%8.52%9.17%Q4 2016Q4 20175
Schneider Downs Wealth Management Advisors, LP 550.20%0.29%0.34%Q1 2017Q1 20185
Marietta Wealth Management, LLC 550.89%1.51%2.36%Q4 2016Q4 20175
MENLO ADVISORS LLC 550.22%0.23%0.24%Q1 2016Q1 20175
Steinberg Global Asset Management 550.13%0.37%0.51%Q4 2016Q4 20175
Harfst & Associates, Inc. 320.01%1.79%8.77%Q2 2015Q2 20175
Gupta Wealth Management LLC 550.31%0.70%1.14%Q1 2015Q1 20165
RETIREMENT DESIGN & MANAGEMENT INC /ADV 550.12%0.25%0.38%Q4 2014Q4 20155
Gresham Partners, LLC 551.57%17.23%32.84%Q4 2014Q4 20155
SHINE INVESTMENT ADVISORY SERVICES INC 550.38%0.42%0.48%Q1 2017Q1 20185
MAPLE SECURITIES USA INC 410.10%0.16%0.23%Q3 2013Q1 20155
Shamrock Asset Management LLC 550.96%1.06%1.12%Q4 2016Q4 20175
Alpha Cubed Investments, LLC 550.04%0.06%0.08%Q1 2017Q1 20185
Diligent Investors, LLC 550.21%0.26%0.29%Q3 2016Q3 20175
FLAGSHIP HARBOR ADVISORS, LLC 550.06%0.08%0.10%Q4 2016Q4 20175
MML INVESTORS SERVICES, LLC 550.98%1.12%1.38%Q1 2017Q1 20185
SMITH SHELLNUT WILSON LLC /ADV 550.42%0.70%1.32%Q4 2016Q4 20175
Meridian Wealth Management, LLC 550.43%0.49%0.52%Q1 2017Q1 20185
Jaffetilchin Investment Partners, LLC 552.82%5.61%8.18%Q4 2014Q4 20155
Grove Bank & Trust 550.09%1.08%2.11%Q1 2017Q1 20185
NORTHSTAR WEALTH PARTNERS LLC 550.14%0.53%0.76%Q1 2017Q1 20185
AGRAN LIBBIE 310.10%0.10%0.11%Q2 2013Q1 20155
Sage Advisory Services, Ltd.Co. 556.84%12.25%13.76%Q2 2014Q2 20155
WHITTIER TRUST CO 320.00%0.00%0.00%Q3 2016Q1 20185
Intellectus Partners, LLC 550.01%0.01%0.01%Q4 2016Q4 20175
Godshalk Welsh Capital Management, Inc. 410.06%0.23%0.30%Q4 2014Q4 20175
StoneX Group Inc. 410.22%1.04%1.60%Q4 2016Q1 20185
KANALY TRUST CO 550.07%0.10%0.12%Q2 2014Q2 20155
Kingsview Wealth Management, LLC 552.23%3.17%4.01%Q1 2017Q1 20185
Gator Capital Management, LLC 410.36%0.54%0.80%Q1 2015Q4 20175
Exchange Capital Management, Inc. 320.00%0.02%0.03%Q1 2014Q4 20175
PIERSHALE FINANCIAL GROUP, INC. 410.04%5.26%8.73%Q2 2013Q4 20155
AVALON CAPITAL MANAGEMENT 210.71%2.77%7.64%Q2 2013Q1 20165
Blue Sky Asset Management, LLC 551.62%2.18%2.59%Q1 2017Q1 20185
NatWest Group plc 210.04%0.29%0.58%Q1 2015Q1 20175
CrestPoint Capital Management, LLC 550.12%0.13%0.15%Q4 2013Q4 20145
Global Financial Private Capital, Inc 550.69%1.11%1.57%Q1 2017Q1 20185
Corient Capital Partners, LLC 440.26%0.27%0.28%Q3 2016Q2 20174
ALLIANCEBERNSTEIN L.P. 440.00%0.00%0.00%Q2 2014Q1 20154
SILVER CAPITAL MANAGEMENT LLC 442.21%2.26%2.34%Q1 2017Q4 20174
Jacobi Capital Management LLC 440.00%0.00%0.01%Q2 2017Q1 20184
Camarda Financial Advisors, LLC 110.00%0.04%0.10%Q2 2013Q4 20174
COLONY GROUP LLC 440.00%0.00%0.00%Q4 2014Q3 20154
Beaton Management Co. Inc. 440.83%0.94%0.98%Q2 2017Q1 20184
OneDigital Investment Advisors LLC 441.46%2.47%3.12%Q2 2017Q1 20184
Highwater Wealth Management, LLC 440.85%1.57%2.16%Q3 2016Q2 20174
Horan Securities, Inc. 440.01%0.01%0.01%Q1 2017Q4 20174
TWO SIGMA SECURITIES, LLC 110.02%0.44%1.23%Q1 2015Q1 20184
McKinley Carter Wealth Services, Inc. 440.20%0.23%0.25%Q4 2013Q3 20144
Mirador Capital Partners LP 440.14%0.14%0.15%Q1 2017Q4 20174
Polaris Wealth Advisory Group, LLC 220.00%0.08%0.18%Q2 2017Q2 20184
Crosspoint Capital Strategies, LLC 310.00%0.01%0.01%Q4 2014Q4 20154
TIAA, FSB 440.01%0.01%0.01%Q2 2017Q1 20184
Financial Advantage, Inc. 210.06%0.10%0.20%Q2 2015Q1 20184
BB&T INVESTMENT SERVICES, INC. 440.05%0.06%0.08%Q1 2017Q4 20174
Stanford Investment Group, Inc. 440.11%0.12%0.13%Q4 2014Q3 20154
Portfolio Strategies Inc 442.91%8.02%13.69%Q1 2014Q4 20144
Wealthspire Advisors, L.P. 440.22%0.25%0.29%Q2 2017Q1 20184
Segment Wealth Management, LLC 440.07%0.07%0.08%Q1 2017Q4 20174
B & T Capital Management DBA Alpha Capital Management 440.15%0.20%0.25%Q1 2017Q4 20174
Connecticut Wealth Management, LLC 440.17%0.17%0.17%Q2 2017Q1 20184
Crossmark Global Holdings, Inc. 310.10%0.10%0.10%Q3 2016Q1 20184
Yellowstone Partners, LLC 220.09%0.17%0.24%Q1 2015Q1 20164
FLOW TRADERS U.S. LLC 210.00%0.02%0.03%Q2 2014Q1 20184
Carmichael Hill & Associates, Inc. 441.71%1.84%1.90%Q4 2017Q3 20184
MCIA Inc 4421.82%24.16%26.82%Q2 2017Q1 20184
Friedenthal Financial 440.57%1.14%1.69%Q4 2020Q3 20214
Wealthcare Advisory Partners LLC 310.01%0.04%0.08%Q4 2016Q1 20184
Founders Capital Management 440.70%0.72%0.74%Q1 2017Q4 20174
Clean Yield Group 310.01%0.01%0.01%Q1 2015Q3 20164
Waverly Advisors, LLC 310.01%0.07%0.11%Q2 2015Q1 20184
Sage Capital Advisors,llc 440.46%0.48%0.50%Q2 2017Q1 20184
WINTRUST INVESTMENTS LLC 440.15%0.38%0.60%Q2 2016Q1 20174
Perkins Coie Trust Co 440.15%0.15%0.15%Q2 2017Q1 20184
MV CAPITAL MANAGEMENT, INC. 440.01%0.01%0.01%Q4 2014Q3 20154
PagnatoKarp Partners LLC 440.10%0.43%0.62%Q4 2016Q3 20174
THOMPSON SIEGEL & WALMSLEY LLC 440.00%0.00%0.00%Q2 2017Q1 20184
SIMMONS FIRST TRUST CO NA 440.09%0.12%0.15%Q4 2014Q3 20154
Chicago Partners Investment Group LLC 440.01%0.18%0.40%Q1 2017Q4 20174
Jefferies Group LLC 440.00%0.01%0.02%Q2 2017Q1 20184
Mariner, LLC 210.01%0.01%0.02%Q3 2016Q1 20183
PRELUDE CAPITAL MANAGEMENT, LLC 330.41%0.47%0.53%Q3 2017Q1 20183
PINNACLE FINANCIAL PARTNERS INC 330.05%0.07%0.07%Q2 2016Q4 20163
GENERAL AMERICAN INVESTORS CO INC 330.26%0.27%0.28%Q3 2017Q1 20183
Heritage Trust Co 330.03%0.03%0.03%Q3 2017Q1 20183
Covington Capital Management 330.00%0.00%0.00%Q3 2017Q1 20183
Paragon Capital Management Ltd 330.13%0.14%0.14%Q4 2014Q2 20153
Blackhawk Capital Partners LLC. 330.07%0.10%0.13%Q4 2017Q2 20183
ROBERTSON STEPHENS ADVISORS LLC 210.13%0.17%0.22%Q4 2016Q3 20173
Baystate Wealth Management LLC 330.00%0.00%0.00%Q2 2017Q4 20173
One Capital Management, LLC 210.06%0.07%0.07%Q3 2014Q4 20163
TIAA CREF TRUST CO FSB/MO 330.01%0.01%0.01%Q3 2016Q1 20173
Cribstone Capital Management, LLC 330.04%0.04%0.04%Q2 2017Q4 20173
SWISS REINSURANCE CO LTD 330.42%1.17%2.62%Q3 2013Q1 20143
J.P. Turner & Co Capital Mnagement, LLC 330.24%0.27%0.30%Q4 2014Q2 20153
Compass Efficient Model Portfolios, LLC 330.01%0.28%0.75%Q2 2013Q4 20133
BTR CAPITAL MANAGEMENT INC 330.07%0.09%0.09%Q2 2013Q4 20133
Compagnie Lombard Odier SCmA 330.00%0.00%0.00%Q4 2013Q2 20143
Cerity Partners LLC 210.02%0.02%0.02%Q1 2017Q4 20173
Lido Advisors, LLC 330.13%0.29%0.41%Q3 2017Q1 20183
HOWE & RUSLING INC 330.01%0.01%0.01%Q2 2017Q4 20173
Csenge Advisory Group 335.71%6.34%6.79%Q3 2017Q1 20183
BERKSHIRE ASSET MANAGEMENT LLC/PA 330.05%0.06%0.06%Q3 2017Q1 20183
SIMPLEX TRADING, LLC 210.00%0.00%0.01%Q2 2016Q1 20183
IBERIABANK CORP 330.39%0.71%0.92%Q3 2017Q1 20183
Relative Value Partners, LLC 330.04%0.05%0.05%Q3 2014Q1 20153
Belpointe Asset Management LLC 330.10%0.13%0.16%Q3 2017Q1 20183
Fragasso Group Inc. 330.06%0.07%0.07%Q3 2017Q1 20183
Biondo Investment Advisors, LLC 330.07%0.09%0.11%Q3 2017Q1 20183
Evercore Wealth Management, LLC 210.00%0.01%0.01%Q3 2015Q4 20173
Ken Stern & Associates, Inc. 333.30%3.36%3.46%Q4 2014Q2 20153
DOWLING & YAHNKE LLC 330.05%0.05%0.06%Q3 2017Q1 20183
Peloton Wealth Strategists 330.43%0.51%0.57%Q2 2017Q4 20173
JFS WEALTH ADVISORS, LLC 210.00%0.00%0.01%Q2 2014Q3 20163
TOMPKINS FINANCIAL CORP 110.00%0.00%0.01%Q4 2014Q1 20173
WOODMONT INVESTMENT COUNSEL LLC 330.17%0.21%0.27%Q3 2017Q1 20183
WealthPLAN Partners, LLC 210.00%0.05%0.13%Q2 2016Q1 20173
Simmons Bank 220.05%0.07%0.10%Q4 2016Q1 20172
LINCOLN NATIONAL CORP 110.02%0.10%0.18%Q4 2016Q4 20172
MARINO, STRAM & ASSOCIATES LLC 220.03%0.03%0.03%Q4 2017Q1 20182
HRT FINANCIAL LP 221.59%4.15%6.71%Q2 2015Q3 20152
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
GAMBLE JONES INVESTMENT COUNSEL 220.02%0.02%0.02%Q4 2017Q1 20182
Polianta Ltd 225.88%6.22%6.55%Q4 2017Q1 20182
Ancora Advisors LLC 110.00%0.01%0.02%Q4 2016Q1 20182
RATIONAL ADVISORS LLC 110.33%0.61%0.88%Q1 2010Q2 20112
Valeo Financial Advisors, LLC 220.14%0.15%0.17%Q3 2017Q4 20172
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 220.10%0.16%0.22%Q4 2017Q1 20182
Varma Mutual Pension Insurance Co 223.74%3.76%3.79%Q4 2017Q1 20182
ALPS ADVISORS INC 220.00%0.00%0.00%Q1 2015Q2 20152
CIBC Private Wealth Group, LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Wagner Wealth Management, LLC 220.03%0.03%0.03%Q4 2017Q1 20182
IFG Advisory, LLC 220.08%0.08%0.08%Q4 2017Q1 20182
American Financial Network Advisory Services LLC 220.00%0.00%0.01%Q3 2017Q4 20172
Portfolio Strategies, Inc. 220.02%0.02%0.02%Q4 2017Q1 20182
DeDora Capital, Inc. 2222.74%23.14%23.54%Q4 2017Q1 20182
Biltmore Family Office, LLC 220.12%0.12%0.13%Q4 2017Q1 20182
Wealthstreet Investment Advisors, LLC 220.21%0.21%0.21%Q4 2017Q1 20182
B. Riley Financial, Inc. 220.62%0.66%0.70%Q3 2017Q4 20172
GUYASUTA INVESTMENT ADVISORS INC 110.04%0.04%0.04%Q4 2015Q2 20172
Legacy Financial Strategies, LLC 220.34%0.43%0.52%Q4 2017Q1 20182
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2014Q1 20182
CALTON & ASSOCIATES, INC. 220.92%0.95%0.99%Q4 2017Q1 20182
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 220.08%0.08%0.08%Q3 2014Q4 20142
SeaCrest Wealth Management, LLC 220.09%0.10%0.10%Q4 2017Q1 20182
Coastal Bridge Advisors, LLC 220.09%0.09%0.10%Q4 2017Q1 20182
StellarOne CORP 220.02%0.02%0.02%Q2 2013Q3 20132
Milestone Advisory Partners 225.23%5.38%5.54%Q4 2017Q1 20182
MGO ONE SEVEN LLC 220.70%0.72%0.73%Q4 2017Q1 20182
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q2 2015Q3 20152
Busey Bank 220.08%0.09%0.10%Q4 2017Q1 20182
BREMER TRUST NATIONAL ASSOCIATION 220.15%0.16%0.16%Q4 2017Q1 20182
Monument Capital Management 224.85%4.98%5.11%Q4 2017Q1 20182
Merriman Wealth Management, LLC 110.31%0.33%0.34%Q3 2017Q1 20182
FIDUCIARY TRUST INTERNATIONAL LLC 220.50%0.51%0.51%Q4 2015Q1 20162
TOTH FINANCIAL ADVISORY CORP 220.01%0.01%0.01%Q4 2017Q1 20182
Rainwater Charitable Foundation 2299.39%99.70%100.00%Q4 2017Q1 20182
Homrich & Berg 220.01%0.02%0.02%Q4 2017Q1 20182
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Port Capital LLC 222.40%2.44%2.47%Q4 2017Q1 20182
EAGLE ASSET MANAGEMENT INC 220.00%0.00%0.00%Q3 2015Q4 20152
COUNTRY TRUST BANK 110.00%0.01%0.02%Q2 2015Q4 20162
Vanguard Capital Wealth Advisors 220.26%0.35%0.44%Q4 2017Q1 20182
Riggs Asset Managment Co. Inc. 220.00%0.00%0.01%Q3 2016Q4 20162
Virtue Capital Management, LLC 115.14%5.60%6.06%Q4 2017Q2 20182
Institute for Wealth Management, LLC. 110.12%0.12%0.12%Q2 2017Q4 20172
Paulson Wealth Management Inc. 222.00%2.04%2.07%Q4 2017Q1 20182
Claraphi Advisory Network, LLC 220.21%0.21%0.22%Q4 2017Q1 20182
Clearwater Capital Advisors, LLC 220.05%0.06%0.07%Q4 2017Q1 20182
Santori & Peters, Inc. 221.25%1.28%1.31%Q4 2017Q1 20182
Premia Global Advisors, LLC 222.52%3.39%4.26%Q4 2017Q1 20182
VICTORY CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q4 2016Q1 20172
BDO Wealth Advisors, LLC 220.16%0.18%0.20%Q4 2017Q1 20182
Manifold Partners, LLC 220.00%0.01%0.01%Q3 2015Q4 20152
Prime Capital Investment Advisors, LLC 220.53%0.58%0.63%Q4 2017Q1 20182
TAURUS ASSET MANAGEMENT, LLC 220.05%0.05%0.05%Q3 2013Q4 20132
Weiss Multi-Strategy Advisers LLC 220.40%0.46%0.53%Q3 2017Q4 20172
SHEPHERD KAPLAN KROCHUK, LLC 110.00%0.02%0.04%Q2 2015Q2 20152
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q2 2017Q3 20172
Rehmann Capital Advisory Group 110.00%0.05%0.10%Q2 2011Q1 20182
Shepherd Financial Partners LLC 110.06%0.07%0.08%Q4 2016Q1 20182
First PREMIER Bank 220.00%0.00%0.00%Q4 2017Q1 20182
Epstein & White Financial LLC 220.29%0.30%0.31%Q4 2017Q1 20182
Gryphon Financial Partners LLC 220.06%0.06%0.07%Q4 2017Q1 20182
FIRST BUSINESS FINANCIAL SERVICES, INC. 220.05%0.05%0.05%Q4 2016Q1 20172
Sequoia Wealth Management, LLC 2210.57%11.68%12.78%Q4 2017Q1 20182
COMMONWEALTH EQUITY SERVICES, LLC 220.42%0.45%0.48%Q4 2017Q1 20182
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q4 2016Q1 20172
American Portfolios Advisors 221.14%1.19%1.23%Q4 2017Q1 20182
Probabilities Fund Management, LLC 220.88%1.03%1.18%Q4 2017Q1 20182
Trilogy Capital Inc. 221.79%1.80%1.80%Q4 2017Q1 20182
PFG Advisors 221.16%1.19%1.22%Q4 2017Q1 20182
Peterson Wealth Advisors, LLC 220.92%0.99%1.06%Q4 2017Q1 20182
Sand Hill Global Advisors, LLC 220.05%0.20%0.35%Q4 2017Q1 20182
StrategIQ Financial Group, LLC 220.10%0.10%0.10%Q4 2017Q1 20182
Valmark Advisers, Inc. 220.01%0.01%0.01%Q4 2017Q1 20182
First National Bank of Mount Dora, Trust Investment Services 220.66%0.67%0.68%Q4 2017Q1 20182
STIFEL NICOLAUS & CO INC \MO\ 220.31%0.33%0.34%Q2 2013Q3 20132
Elmwood Wealth Management, Inc. 111.39%1.39%1.39%Q1 2018Q1 20202
Sterling Investment Advisors, Ltd. 220.14%0.20%0.27%Q2 2023Q3 20232
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q4 2017Q1 20182
Baltimore-Washington Financial Advisors Inc. 220.16%0.21%0.25%Q2 2013Q3 20132
Bellwether Investment Group, LLC 110.04%0.04%0.05%Q2 2016Q4 20162
Strategic Capital Alternatives LLC 220.08%0.08%0.09%Q2 2015Q3 20152
Vista Private Wealth Partners. LLC 220.34%0.36%0.37%Q3 2017Q4 20172
Seelaus Asset Management LLC 221.01%1.05%1.08%Q4 2017Q1 20182
Sanchez Wealth Management Group 2219.61%20.37%21.13%Q4 2017Q1 20182
D'Orazio & Associates, Inc. 110.68%3.75%6.83%Q4 2014Q4 20172
Checchi Capital Advisers, LLC 220.00%0.01%0.01%Q1 2016Q2 20162
AFT, FORSYTH & COMPANY, INC. 220.16%0.19%0.22%Q2 2013Q3 20132
Newport Wealth Strategies, Inc. 221.16%1.18%1.19%Q4 2017Q1 20182
TIEDEMANN TRUST CO 220.12%0.19%0.26%Q1 2014Q2 20142
XML SECURITIES, LLC 220.92%0.98%1.04%Q4 2017Q1 20182
MEITAV INVESTMENT HOUSE LTD 110.01%0.01%0.01%Q4 2017Q2 20182
FIRST NATIONAL BANK SIOUX FALLS 221.00%1.00%1.00%Q3 2017Q4 20172
WEALTHCARE CAPITAL MANAGEMENT LLC 220.01%0.04%0.07%Q1 2015Q2 20152
Financial Advocates Investment Management 220.53%0.54%0.55%Q4 2017Q1 20182
LOWE BROCKENBROUGH & CO INC 220.06%0.06%0.06%Q3 2017Q4 20172
Parisi Gray Wealth Management 220.82%0.88%0.95%Q4 2017Q1 20182
Merit Financial Group, LLC 220.08%0.09%0.10%Q4 2017Q1 20182
Almanack Investment Partners, LLC. 220.07%0.08%0.09%Q1 2017Q2 20172
HERITAGE INVESTORS MANAGEMENT CORP 110.02%0.02%0.02%Q4 2015Q3 20162
Aviance Capital Partners, LLC 220.16%0.16%0.17%Q3 2014Q4 20142
New Potomac Partners, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 220.20%1.54%2.88%Q4 2017Q1 20182
Eldridge Investment Advisors, Inc. 224.46%4.54%4.63%Q4 2017Q1 20182
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.01%0.02%Q3 2014Q4 20152
TIEDEMANN ADVISORS, LLC 220.08%0.08%0.09%Q4 2017Q1 20182
LBA Wealth Management, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Byrne Asset Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Genesis Wealth Advisors, LLC 110.66%0.66%0.66%Q4 2014Q4 20141
Cable Hill Partners, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
INTEGRATED WEALTH COUNSEL, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
First Personal Financial Services 110.00%0.00%0.00%Q4 2015Q4 20151
Invesco Ltd. 110.00%0.00%0.00%Q4 2013Q4 20131
PACIFIC SUN FINANCIAL CORP 110.14%0.14%0.14%Q4 2017Q4 20171
Community Bank, N.A. 110.10%0.10%0.10%Q1 2016Q1 20161
America First Investment Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
JOYN Advisors, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
Capital Wealth Planning, LLC 110.11%0.11%0.11%Q2 2017Q2 20171
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Corbenic Partners LLC 110.02%0.02%0.02%Q4 2014Q4 20141
AdvisorNet Financial, Inc 110.41%0.41%0.41%Q4 2017Q4 20171
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q1 2018Q1 20181
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
WOLVERINE ASSET MANAGEMENT LLC 110.34%0.34%0.34%Q4 2015Q4 20151
Ferris Capital, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Financial Services Advisory Inc 116.46%6.46%6.46%Q4 2017Q4 20171
Financial Management Professionals, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Keel Point Advisors, LLC 110.49%0.49%0.49%Q4 2014Q4 20141
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Titus Wealth Management 110.26%0.26%0.26%Q4 2017Q4 20171
Mariner Wealth Advisors-NYC, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
MASSMUTUAL TRUST CO FSB/ADV 110.01%0.01%0.01%Q4 2017Q4 20171
Intersect Capital LLC 110.02%0.02%0.02%Q1 2015Q1 20151
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Certified Advisory Corp 112.90%2.90%2.90%Q4 2017Q4 20171
Private Capital Group, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q1 2018Q1 20181
BKS ADVISORS, LLC 110.05%0.05%0.05%Q3 2016Q3 20161
D L CARLSON INVESTMENT GROUP INC 110.08%0.08%0.08%Q4 2017Q4 20171
Brookstone Capital Management 110.00%0.00%0.00%Q2 2015Q2 20151
ENTERPRISE FINANCIAL SERVICES CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Kalos Management, Inc. 110.12%0.12%0.12%Q4 2017Q4 20171
Evanson Asset Management, LLC 110.07%0.07%0.07%Q1 2015Q1 20151
PIN OAK INVESTMENT ADVISORS INC 110.08%0.08%0.08%Q4 2017Q4 20171
Keystone Financial Group 111.91%1.91%1.91%Q1 2018Q1 20181
Montecito Bank & Trust 110.16%0.16%0.16%Q2 2013Q2 20131
LVW Advisors, LLC 110.17%0.17%0.17%Q4 2016Q4 20161
Smith & Howard Wealth Management, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
YorkBridge Wealth Partners, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Atlantic Union Bankshares Corp 110.02%0.02%0.02%Q1 2014Q1 20141
PARA ADVISORS LLC 119.56%9.56%9.56%Q3 2016Q3 20161
BAROMETER CAPITAL MANAGEMENT INC. 110.12%0.12%0.12%Q2 2016Q2 20161
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
EFG Asset Management (Americas) Corp. 110.19%0.19%0.19%Q4 2013Q4 20131
Pinnacle Bancorp, Inc. 110.05%0.05%0.05%Q1 2017Q1 20171
Penbrook Management LLC 110.54%0.54%0.54%Q4 2017Q4 20171
Verition Fund Management LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Chesapeake Wealth Management 110.11%0.11%0.11%Q1 2018Q1 20181
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
FMR LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Miracle Mile Advisors, LLC 110.54%0.54%0.54%Q2 2015Q2 20151
RMB Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
SOL Capital Management CO 110.13%0.13%0.13%Q4 2017Q4 20171
FOSTER DYKEMA CABOT & CO INC/MA 110.11%0.11%0.11%Q1 2022Q1 20221
CITY NATIONAL BANK 110.00%0.00%0.00%Q2 2015Q2 20151
Castleview Partners, LLC 110.36%0.36%0.36%Q1 2018Q1 20181
North Star Investment Management Corp. 110.01%0.01%0.01%Q3 2016Q3 20161
WealthShield Partners, LLC 113.28%3.28%3.28%Q4 2017Q4 20171
FORTE CAPITAL LLC /ADV 110.08%0.08%0.08%Q4 2016Q4 20161
CAPITAL WEALTH MANAGEMENT, LLC 115.09%5.09%5.09%Q4 2017Q4 20171
L. Roy Papp & Associates, LLP 110.09%0.09%0.09%Q1 2018Q1 20181
KNIGHT CAPITAL GROUP LLC 110.99%0.99%0.99%Q2 2013Q2 20131
Mariner Wealth Advisors-Madison, LLC 110.04%0.04%0.04%Q3 2013Q3 20131
Dynamic Advisor Solutions LLC 110.09%0.09%0.09%Q1 2018Q1 20181
Sterneck Capital Management, LLC 111.32%1.32%1.32%Q1 2018Q1 20181
Integrated Investment Consultants, LLC 110.03%0.03%0.03%Q3 2017Q3 20171
Destination Wealth Management 110.01%0.01%0.01%Q1 2018Q1 20181
RITHOLTZ WEALTH MANAGEMENT 110.06%0.06%0.06%Q4 2017Q4 20171
Aveo Capital Partners, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
McIlrath & Eck, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q3 2015Q3 20151
VESTOR CAPITAL, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.02%0.02%0.02%Q2 2016Q2 20161
M Holdings Securities, Inc. 110.03%0.03%0.03%Q3 2014Q3 20141
Doyle Wealth Management 110.04%0.04%0.04%Q1 2017Q1 20171
RiverFront Investment Group, LLC 111.84%1.84%1.84%Q1 2010Q1 20101
SCHARF INVESTMENTS, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
STRATEGIC WEALTH MANAGEMENT INC 1112.28%12.28%12.28%Q4 2016Q4 20161
Lowe Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
SHAPIRO ROBERT N 110.02%0.02%0.02%Q2 2014Q2 20141
Vantage Investment Advisors, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Coastline Trust Co 110.07%0.07%0.07%Q4 2014Q4 20141
Weil Company, Inc. 110.72%0.72%0.72%Q4 2017Q4 20171
Bedel Financial Consulting, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Wealth Architects, LLC 110.20%0.20%0.20%Q4 2017Q4 20171
Highland Private Wealth Management 111.35%1.35%1.35%Q1 2018Q1 20181
HARVEST GROUP WEALTH MANAGEMENT, LLC 115.99%5.99%5.99%Q4 2017Q4 20171
Strid Group, LLC 1111.81%11.81%11.81%Q2 2016Q2 20161
Trutina Financial LLC 110.03%0.03%0.03%Q1 2014Q1 20141
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Clarus Wealth Advisors 110.11%0.11%0.11%Q2 2018Q2 20181
MILLENNIUM MANAGEMENT LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Taylor Hoffman Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Clear Perspective Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Covenant Multifamily Offices, LLC 110.15%0.15%0.15%Q4 2013Q4 20131
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.01%0.01%0.01%Q2 2013Q2 20131
Independent Advisor Alliance 111.17%1.17%1.17%Q1 2017Q1 20171
Balentine LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Capital Advisory Group Advisory Services, LLC 113.11%3.11%3.11%Q1 2018Q1 20181
CANANDAIGUA NATIONAL BANK & TRUST CO 110.10%0.10%0.10%Q2 2015Q2 20151
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q1 2018Q1 20181
CFO4Life, L.P. 114.08%4.08%4.08%Q4 2016Q4 20161
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.06%0.06%0.06%Q4 2017Q4 20171
Asset Dedication, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
TMD & ASSOCIATES, INC 110.34%0.34%0.34%Q4 2015Q4 20151
FIDUCIARY SERVICES CORP/GA 110.13%0.13%0.13%Q1 2015Q1 20151
Antonetti Capital Management LLC 110.00%0.00%0.00%Q1 2014Q1 20141
VALLEY NATIONAL ADVISERS INC 110.01%0.01%0.01%Q4 2015Q4 20151
RUSHMORE INVESTMENT ADVISORS, INC. 112.71%2.71%2.71%Q2 2013Q2 20131
Fusion Family Wealth LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
CapWealth Advisors, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
NEW ENGLAND ASSET MANAGEMENT INC 110.12%0.12%0.12%Q2 2013Q2 20131
LMCG INVESTMENTS, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Watermark Asset Management, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
DRW Securities, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
MIZUHO SECURITIES USA LLC 110.76%0.76%0.76%Q2 2013Q2 20131
SUMIT CAPITAL, LLC 112.87%2.87%2.87%Q3 2014Q3 20141
Avenir Corp 110.02%0.02%0.02%Q3 2013Q3 20131
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q4 2017Q4 20171
FIRST FINANCIAL EQUITY CORPORATION 110.09%0.09%0.09%Q1 2017Q1 20171
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Squar Milner Financial Services LLC 110.50%0.50%0.50%Q4 2017Q4 20171
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This page lists all the filers that currently own RYDEX ETF TRUST or have owned RYDEX ETF TRUST in the past.