| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IMA Wealth, Inc. | 9 | 9 | 0.58% | 0.71% | 0.93% | Q2 2013 | Q2 2015 | 9 |
| Destination Wealth Management | 7 | 7 | 0.13% | 0.15% | 0.17% | Q1 2013 | Q3 2014 | 7 |
| Welch Group, LLC | 6 | 6 | 0.04% | 0.15% | 0.18% | Q2 2013 | Q3 2014 | 6 |
| Stellar Capital Management, LLC | 5 | 5 | 0.42% | 0.45% | 0.49% | Q2 2014 | Q2 2015 | 5 |
| Lenox Wealth Management, Inc. | 4 | 4 | 1.54% | 1.65% | 1.73% | Q4 2015 | Q3 2016 | 4 |
| TOWER BRIDGE ADVISORS | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2016 | 4 |
| Capital Advantage, Inc. | 3 | 1 | 0.73% | 0.90% | 1.02% | Q4 2014 | Q4 2015 | 4 |
| Burt Wealth Advisors | 3 | 3 | 0.19% | 0.22% | 0.24% | Q1 2016 | Q3 2016 | 3 |
| FORT PITT CAPITAL GROUP INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q4 2013 | 2 |
| Barton Investment Management | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2015 | Q2 2015 | 1 |
| PITTENGER & ANDERSON INC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2015 | Q3 2015 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
| Asset Management Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
| Aviance Capital Partners, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2013 | Q2 2013 | 1 |
| VESTOR CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
| American Money Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2015 | Q1 2015 | 1 |
| Smead Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
| Parkside Financial Bank & Trust | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2014 | Q4 2014 | 1 |
| TRAIN BABCOCK ADVISORS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
This page lists all the filers that currently own 1/100 Berkshire Htwy Cla or have owned 1/100 Berkshire Htwy Cla in the past.