Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Paracle Advisors, LLC | 14 | 12 | 2.07% | 5.80% | 9.96% | Q3 2014 | Q1 2021 | 26 |
BALASA DINVERNO & FOLTZ LLC | 22 | 22 | 0.10% | 0.13% | 0.18% | Q4 2014 | Q1 2020 | 22 |
New England Private Wealth Advisors LLC | 22 | 22 | 5.01% | 6.48% | 8.68% | Q4 2012 | Q1 2018 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.08% | 0.30% | Q2 2013 | Q2 2018 | 21 |
Citizens Business Bank | 21 | 21 | 0.05% | 0.08% | 0.10% | Q4 2012 | Q4 2017 | 21 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
CONDOR CAPITAL MANAGEMENT | 20 | 20 | 0.34% | 1.66% | 2.08% | Q2 2013 | Q1 2018 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Kistler-Tiffany Companies, LLC | 20 | 20 | 0.22% | 0.26% | 0.41% | Q2 2013 | Q1 2018 | 20 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q1 2018 | 20 |
STEPHENS INC /AR/ | 20 | 20 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
BANK OF STOCKTON | 20 | 20 | 5.94% | 8.44% | 9.90% | Q2 2013 | Q1 2018 | 20 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 20 | 20 | 0.52% | 5.84% | 10.82% | Q2 2013 | Q1 2018 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
MORGAN STANLEY | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
LPL Financial LLC | 20 | 20 | 0.03% | 0.15% | 0.28% | Q2 2013 | Q1 2018 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2018 | 20 |
CREDIT SUISSE AG/ | 17 | 2 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q1 2018 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2017 | 19 |
CUTLER INVESTMENT COUNSEL LLC | 19 | 19 | 5.38% | 6.32% | 6.80% | Q2 2013 | Q4 2017 | 19 |
BRR OpCo, LLC | 17 | 2 | 0.25% | 0.44% | 0.77% | Q2 2013 | Q1 2018 | 19 |
Marquette Asset Management, LLC | 19 | 19 | 11.25% | 14.41% | 16.84% | Q2 2013 | Q4 2017 | 19 |
Creative Planning | 11 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 19 |
People's United Financial, Inc. | 17 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 19 |
CITIGROUP INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
RIVERBRIDGE PARTNERS LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Carroll Financial Associates, Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 19 |
HighTower Advisors, LLC | 19 | 19 | 0.02% | 0.16% | 0.33% | Q2 2013 | Q4 2017 | 19 |
First Allied Advisory Services, Inc. | 19 | 19 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q4 2017 | 19 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2018 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 18 |
Jaffetilchin Investment Partners, LLC | 18 | 18 | 0.43% | 1.21% | 4.07% | Q1 2014 | Q2 2018 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.03% | 0.07% | 0.19% | Q4 2013 | Q1 2018 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.13% | 0.22% | 0.37% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.13% | 0.19% | 0.29% | Q2 2013 | Q3 2017 | 18 |
Raymond James Financial Services Advisors, Inc. | 11 | 7 | 0.02% | 0.30% | 0.76% | Q3 2013 | Q1 2018 | 18 |
STIFEL FINANCIAL CORP | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2018 | 17 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 17 | 17 | 0.03% | 0.38% | 1.16% | Q4 2013 | Q4 2017 | 17 |
Cordasco Financial Network | 17 | 17 | 0.39% | 4.43% | 12.21% | Q4 2013 | Q4 2017 | 17 |
Kovack Advisors, Inc. | 13 | 1 | 0.07% | 0.42% | 1.15% | Q3 2013 | Q3 2019 | 17 |
Vantage Investment Advisors, LLC | 10 | 7 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q1 2018 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2018 | 16 |
Cetera Advisors LLC | 11 | 5 | 0.02% | 0.04% | 0.13% | Q3 2013 | Q4 2017 | 16 |
SPC Financial, Inc. | 11 | 1 | 0.94% | 1.37% | 2.49% | Q2 2013 | Q1 2018 | 16 |
CIBC Private Wealth Group, LLC | 13 | 3 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q1 2018 | 16 |
NEXT Financial Group, Inc | 16 | 16 | 0.00% | 0.07% | 0.21% | Q2 2014 | Q1 2018 | 16 |
JANE STREET GROUP, LLC | 12 | 3 | 0.01% | 0.03% | 0.10% | Q1 2014 | Q1 2018 | 15 |
GREENLEAF TRUST | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2018 | 15 |
Murphy Pohlad Asset Management LLC | 15 | 15 | 0.55% | 0.61% | 0.65% | Q2 2013 | Q4 2016 | 15 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q2 2021 | 15 |
INVESTMENT CENTERS OF AMERICA INC | 13 | 1 | 0.06% | 0.44% | 0.76% | Q3 2013 | Q3 2017 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 11 | 4 | 4.87% | 6.04% | 7.33% | Q2 2014 | Q1 2018 | 15 |
Partnervest Advisory Services LLC | 10 | 5 | 0.01% | 0.22% | 0.41% | Q2 2013 | Q2 2017 | 15 |
GREAT LAKES ADVISORS, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.08% | 0.24% | 0.64% | Q2 2013 | Q4 2016 | 15 |
MYCIO WEALTH PARTNERS, LLC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q1 2018 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2018 | 14 |
UBS Group AG | 14 | 14 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q1 2018 | 14 |
CUE ADVISORY SERVICES, INC. | 14 | 14 | 0.86% | 1.03% | 1.45% | Q4 2014 | Q1 2018 | 14 |
WealthTrust-Arizona, LLC | 14 | 14 | 5.36% | 10.31% | 12.71% | Q4 2014 | Q1 2018 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 6.50% | 7.31% | 8.02% | Q3 2014 | Q4 2017 | 14 |
Parallax Volatility Advisers, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 14 |
Sigma Planning Corp | 14 | 14 | 0.05% | 0.13% | 0.30% | Q4 2014 | Q1 2018 | 14 |
Calamos Wealth Management LLC | 13 | 13 | 0.05% | 0.91% | 1.70% | Q4 2014 | Q4 2017 | 13 |
Chicago Partners Investment Group LLC | 13 | 13 | 0.11% | 0.22% | 0.39% | Q4 2014 | Q4 2017 | 13 |
BROWN ADVISORY INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 13 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 13 |
Janney Montgomery Scott LLC | 7 | 5 | 0.01% | 0.03% | 0.08% | Q1 2015 | Q1 2018 | 12 |
MUFG Americas Holdings Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 12 |
Sequoia Financial Advisors, LLC | 12 | 12 | 0.03% | 1.28% | 3.08% | Q1 2015 | Q4 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
IndexIQ Advisors LLC | 12 | 12 | 0.00% | 0.05% | 0.10% | Q2 2015 | Q1 2018 | 12 |
AVIANCE CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.14% | 0.54% | 1.30% | Q1 2015 | Q1 2018 | 12 |
OARSMAN CAPITAL, INC. | 12 | 12 | 0.16% | 0.27% | 0.40% | Q1 2015 | Q4 2017 | 12 |
Cetera Advisor Networks LLC | 10 | 2 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q4 2017 | 12 |
UMB Bank, n.a. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q1 2018 | 11 |
SII INVESTMENTS INC/WI | 8 | 3 | 0.01% | 0.12% | 0.29% | Q3 2014 | Q3 2017 | 11 |
IFC Holdings Incorporated/FL | 11 | 11 | 0.10% | 0.17% | 0.25% | Q2 2015 | Q4 2017 | 11 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 11 | 11 | 0.37% | 7.99% | 11.63% | Q3 2015 | Q1 2018 | 11 |
Financial Architects, Inc | 11 | 11 | 0.19% | 1.99% | 2.88% | Q2 2015 | Q4 2017 | 11 |
Legacy Private Trust Co. | 7 | 3 | 0.07% | 0.65% | 1.11% | Q2 2014 | Q1 2018 | 10 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.03% | 0.12% | 0.35% | Q3 2014 | Q1 2018 | 10 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2017 | 10 |
BlackRock Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
FINANCIAL CONSULATE, INC | 10 | 10 | 4.98% | 6.87% | 9.38% | Q4 2015 | Q1 2018 | 10 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2018 | 10 |
PACIFIC FINANCIAL GROUP INC | 9 | 9 | 0.34% | 10.29% | 25.41% | Q4 2013 | Q4 2015 | 9 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9 | 9 | 0.32% | 0.51% | 0.82% | Q4 2015 | Q4 2017 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.09% | 0.12% | 0.15% | Q4 2014 | Q4 2016 | 9 |
WFG Advisors, LP | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 9 |
INR ADVISORY SERVICES LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 9 |
Essex Financial Services, Inc. | 8 | 1 | 0.06% | 0.07% | 0.10% | Q3 2015 | Q1 2018 | 9 |
VSR Financial Services, Inc. | 6 | 1 | 0.03% | 0.09% | 0.17% | Q4 2013 | Q2 2016 | 9 |
Merriman Wealth Management, LLC | 9 | 9 | 0.90% | 1.94% | 3.46% | Q1 2014 | Q1 2016 | 9 |
Well Done, LLC | 9 | 9 | 1.96% | 4.25% | 11.43% | Q4 2015 | Q4 2017 | 9 |
Rezny Wealth Management, Inc. | 9 | 9 | 0.87% | 6.02% | 8.31% | Q2 2015 | Q2 2017 | 9 |
Integrated Wealth Management | 9 | 9 | 0.06% | 0.14% | 0.25% | Q1 2015 | Q1 2017 | 9 |
SEI INVESTMENTS CO | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 9 |
MCMILLION CAPITAL MANAGEMENT INC | 9 | 9 | 0.23% | 0.24% | 0.27% | Q2 2013 | Q2 2015 | 9 |
Commonwealth Financial Services, LLC | 7 | 2 | 0.30% | 0.41% | 1.12% | Q4 2014 | Q1 2017 | 9 |
Chevy Chase Trust Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.04% | 0.04% | 0.06% | Q2 2016 | Q1 2018 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.29% | 0.33% | 0.52% | Q1 2016 | Q1 2018 | 8 |
BARCLAYS PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
KING LUTHER CAPITAL MANAGEMENT CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
SG Americas Securities, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2017 | 8 |
REGIONS FINANCIAL CORP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2016 | 8 |
DAVENPORT & Co LLC | 7 | 1 | 0.03% | 0.08% | 0.11% | Q4 2013 | Q4 2015 | 8 |
Clearwater Capital Advisors, LLC | 8 | 8 | 0.38% | 0.56% | 0.76% | Q2 2016 | Q1 2018 | 8 |
OPTIMUM INVESTMENT ADVISORS | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q1 2018 | 8 |
SIGNATUREFD, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 8 |
FIRST MIDWEST BANK TRUST DIVISION | 8 | 8 | 0.10% | 0.24% | 0.29% | Q2 2013 | Q1 2015 | 8 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q2 2017 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 7 | 7 | 0.11% | 0.14% | 0.17% | Q2 2016 | Q4 2017 | 7 |
1st Global Advisors, Inc. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q2 2017 | 7 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 7 |
BALDWIN BROTHERS LLC/MA | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 7 |
Freedom Investment Management, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Stratos Wealth Partners, LTD. | 4 | 3 | 0.02% | 0.23% | 0.47% | Q1 2015 | Q4 2017 | 7 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 7 | 7 | 0.21% | 0.25% | 0.31% | Q4 2014 | Q2 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.66% | 1.23% | 1.53% | Q2 2013 | Q4 2014 | 7 |
PITTENGER & ANDERSON INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Kiwi Wealth Investments Limited Partnership | 6 | 6 | 2.07% | 3.31% | 4.04% | Q3 2014 | Q4 2015 | 6 |
Bell Rock Capital LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2018 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 6 | 0.04% | 0.14% | 0.28% | Q4 2016 | Q1 2018 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.54% | 0.59% | 0.64% | Q4 2016 | Q1 2018 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2014 | 6 |
TOTAL INVESTMENT MANAGEMENT INC | 6 | 6 | 12.00% | 13.37% | 15.49% | Q4 2016 | Q1 2018 | 6 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2017 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q1 2018 | 6 |
NORTHERN TRUST CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.19% | 0.51% | Q3 2016 | Q4 2017 | 6 |
Pacific Center for Financial Services | 6 | 6 | 0.47% | 0.73% | 1.85% | Q4 2016 | Q1 2018 | 6 |
Leicht Financial Planning & Wealth Management, Inc. | 6 | 6 | 2.69% | 8.43% | 13.29% | Q4 2016 | Q1 2018 | 6 |
Cetera Investment Advisers | 6 | 6 | 0.07% | 0.10% | 0.18% | Q4 2015 | Q1 2017 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Krilogy Financial LLC | 6 | 6 | 0.00% | 0.05% | 0.11% | Q2 2016 | Q3 2017 | 6 |
M Holdings Securities, Inc. | 6 | 6 | 0.08% | 0.13% | 0.19% | Q2 2016 | Q3 2017 | 6 |
McAdam, LLC | 6 | 6 | 0.11% | 0.24% | 0.34% | Q4 2016 | Q1 2018 | 6 |
FundX Investment Group, LLC | 5 | 5 | 2.89% | 11.71% | 17.13% | Q4 2013 | Q4 2014 | 5 |
Diligent Investors, LLC | 5 | 5 | 0.16% | 0.53% | 1.13% | Q1 2017 | Q1 2018 | 5 |
Jackson, Grant Investment Advisers, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.08% | 0.13% | 0.18% | Q1 2015 | Q1 2016 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Peregrine Asset Advisers, Inc. | 5 | 5 | 0.41% | 3.67% | 5.45% | Q4 2014 | Q4 2015 | 5 |
FinTrust Investment Advisory Services, LLC | 3 | 2 | 7.70% | 8.68% | 10.42% | Q2 2013 | Q1 2018 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
CAHILL FINANCIAL ADVISORS INC | 5 | 5 | 0.20% | 0.22% | 0.24% | Q2 2015 | Q2 2016 | 5 |
HL FINANCIAL SERVICES LLC | 5 | 5 | 0.02% | 0.06% | 0.09% | Q1 2017 | Q1 2018 | 5 |
First City Capital Management, Inc. | 3 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2016 | 5 |
Concert Wealth Management Inc. | 4 | 1 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q3 2016 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q4 2017 | 5 |
Kingsview Wealth Management, LLC | 5 | 5 | 0.33% | 0.43% | 0.49% | Q1 2017 | Q1 2018 | 5 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
COMERICA BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 4 |
V Wealth Advisors LLC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q2 2017 | Q1 2018 | 4 |
CITY HOLDING CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
MID CONTINENT CAPITAL LLC/IL | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 1 | 0.17% | 0.26% | 0.51% | Q1 2016 | Q2 2021 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2015 | Q3 2016 | 4 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2014 | Q1 2018 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.06% | 0.14% | Q2 2015 | Q3 2016 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.02% | 0.13% | 0.34% | Q4 2016 | Q3 2017 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.04% | 0.12% | Q2 2017 | Q1 2018 | 4 |
CUMBERLAND ADVISORS INC | 4 | 4 | 0.88% | 3.17% | 5.89% | Q1 2015 | Q4 2015 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2015 | Q1 2016 | 4 |
Independent Portfolio Consultants, Inc. | 4 | 4 | 0.11% | 0.17% | 0.27% | Q1 2015 | Q4 2015 | 4 |
VICUS CAPITAL | 4 | 4 | 0.41% | 0.49% | 0.55% | Q1 2015 | Q4 2015 | 4 |
Tuttle Capital Management, LLC | 4 | 4 | 0.37% | 1.40% | 2.86% | Q4 2014 | Q3 2015 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 4 |
Destination Wealth Management | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q1 2016 | 4 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q1 2018 | 4 |
BLB&B Advisors, LLC | 4 | 4 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q1 2014 | 4 |
WEDBUSH SECURITIES INC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2014 | Q1 2018 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q1 2018 | 4 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.07% | 0.08% | 0.10% | Q1 2016 | Q4 2017 | 3 |
Community Bank, N.A. | 3 | 3 | 0.03% | 0.61% | 0.90% | Q1 2015 | Q3 2015 | 3 |
Atria Investments, Inc | 3 | 3 | 0.18% | 0.22% | 0.25% | Q2 2017 | Q4 2017 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
AVALON CAPITAL MANAGEMENT | 3 | 3 | 1.21% | 1.57% | 2.28% | Q1 2015 | Q3 2015 | 3 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.12% | 0.25% | Q3 2014 | Q3 2017 | 3 |
Ruggie Capital Group | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.44% | 1.65% | 3.66% | Q4 2013 | Q3 2014 | 3 |
Mosaic Family Wealth, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2016 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 3 | 0.10% | 0.33% | 0.62% | Q1 2014 | Q3 2014 | 3 |
FineMark National Bank & Trust | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q4 2015 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.07% | 0.11% | 0.18% | Q3 2017 | Q1 2018 | 3 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.26% | 0.34% | 0.49% | Q4 2017 | Q2 2018 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.05% | 0.16% | Q2 2015 | Q1 2017 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q3 2016 | 3 |
Cardan Capital Partners, LLC | 2 | 2 | 2.86% | 3.06% | 3.27% | Q4 2017 | Q1 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2014 | Q3 2014 | 2 |
Bank OZK | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2014 | Q3 2014 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Janney Capital Management LLC | 2 | 2 | 1.05% | 1.16% | 1.27% | Q4 2015 | Q1 2016 | 2 |
NOTTINGHAM ADVISORS, INC. | 2 | 2 | 1.09% | 1.10% | 1.11% | Q1 2015 | Q2 2015 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.16% | 0.71% | 1.25% | Q4 2017 | Q1 2018 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.22% | 0.31% | 0.40% | Q4 2017 | Q1 2018 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2017 | Q1 2018 | 2 |
WP Advisors, LLC | 2 | 2 | 0.26% | 0.30% | 0.35% | Q4 2017 | Q1 2018 | 2 |
PLIMOTH TRUST CO LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q1 2018 | 2 |
Kavar Capital Partners, LLC | 1 | 1 | 0.08% | 0.13% | 0.19% | Q1 2014 | Q4 2014 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 2.84% | 2.93% | 3.03% | Q2 2014 | Q3 2014 | 2 |
Sharkey, Howes & Javer | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.58% | 0.70% | 0.84% | Q4 2017 | Q1 2018 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q1 2018 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.10% | 0.25% | 0.40% | Q3 2017 | Q4 2017 | 2 |
Thomasville National Bank | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q3 2017 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2017 | Q1 2018 | 2 |
American Portfolios Advisors | 2 | 2 | 0.21% | 0.34% | 0.48% | Q4 2017 | Q1 2018 | 2 |
XML SECURITIES, LLC | 2 | 2 | 0.92% | 0.94% | 0.96% | Q4 2017 | Q1 2018 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2014 | Q3 2014 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2015 | Q3 2015 | 1 |
Certified Advisory Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2017 | Q4 2017 | 1 |
Hills Bank & Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2015 | Q4 2015 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Financial Services Advisory Inc | 1 | 1 | 3.17% | 3.17% | 3.17% | Q4 2017 | Q4 2017 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SouthState Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 4.44% | 4.44% | 4.44% | Q2 2014 | Q2 2014 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2018 | Q1 2018 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
FutureAdvisor, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2015 | Q4 2015 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Astor Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2015 | Q4 2015 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Investors Research Corp | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2018 | Q1 2018 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2018 | Q1 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2017 | Q4 2017 | 1 |
SCHARF INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2017 | Q4 2017 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Intersect Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
DRW Securities, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
External links
This page lists all the filers that currently own RYDEX ETF TRUST or have owned RYDEX ETF TRUST in the past.