Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.06% | 0.35% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Tortoise Investment Management, LLC | 42 | 42 | 0.03% | 1.56% | 4.03% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Apriem Advisors | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WealthTrust Axiom LLC | 42 | 42 | 0.02% | 0.32% | 0.68% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 28 | 13 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 41 |
WEDBUSH SECURITIES INC | 37 | 4 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 41 |
PINNACLE ASSOCIATES LTD | 41 | 41 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 41 |
Creative Planning | 32 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
First Horizon Advisors, Inc. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.17% | 1.28% | 3.56% | Q4 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 39 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 32 | 8 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.05% | 0.26% | Q1 2014 | Q3 2023 | 39 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.05% | 0.21% | Q1 2009 | Q4 2020 | 37 |
TERRIL BROTHERS, INC. | 37 | 37 | 1.65% | 5.30% | 11.92% | Q3 2014 | Q3 2023 | 37 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 18 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 37 |
Oxbow Advisors, LLC | 22 | 15 | 0.03% | 1.86% | 4.60% | Q2 2013 | Q3 2023 | 37 |
Winch Advisory Services, LLC | 30 | 3 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 37 |
NWAM LLC | 29 | 2 | 0.02% | 0.18% | 0.36% | Q1 2014 | Q3 2023 | 37 |
Focused Wealth Management, Inc | 19 | 18 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Avidian Wealth Solutions, LLC | 35 | 35 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q1 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Private Advisor Group, LLC | 23 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
SHEETS SMITH WEALTH MANAGEMENT | 33 | 33 | 0.01% | 0.04% | 0.30% | Q1 2013 | Q1 2021 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 33 |
AMERIPRISE FINANCIAL INC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
SMITH, MOORE & CO. | 32 | 32 | 0.03% | 0.09% | 0.22% | Q3 2014 | Q2 2022 | 32 |
BANK OF MONTREAL /CAN/ | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 32 |
S. R. Schill & Associates | 31 | 31 | 0.04% | 0.12% | 0.16% | Q1 2015 | Q3 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
1607 Capital Partners, LLC | 31 | 31 | 0.04% | 0.52% | 1.18% | Q2 2013 | Q4 2020 | 31 |
Advisory Services Network, LLC | 27 | 4 | 0.00% | 0.07% | 0.23% | Q4 2015 | Q3 2023 | 31 |
Sandy Spring Bank | 28 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2023 | 31 |
BAR HARBOR TRUST SERVICES | 31 | 31 | 0.01% | 1.24% | 2.28% | Q2 2014 | Q4 2021 | 31 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 12 | 1 | 0.01% | 0.18% | 0.68% | Q4 2013 | Q3 2023 | 31 |
GARRISON BRADFORD & ASSOCIATES INC | 22 | 1 | 0.03% | 0.06% | 0.16% | Q2 2013 | Q1 2022 | 30 |
Family Firm, Inc. | 28 | 2 | 0.35% | 0.46% | 0.73% | Q4 2014 | Q3 2023 | 30 |
Fiera Capital Corp | 21 | 9 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
Advisors Asset Management, Inc. | 19 | 10 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 25 | 4 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2020 | 29 |
RAYMOND JAMES TRUST N.A. | 24 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 28 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 18 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 28 |
SHUFRO ROSE & CO LLC | 21 | 1 | 0.01% | 0.02% | 0.04% | Q3 2012 | Q2 2020 | 28 |
Mengis Capital Management, Inc. | 28 | 28 | 0.01% | 0.48% | 0.78% | Q4 2014 | Q3 2021 | 28 |
GUGGENHEIM CAPITAL LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 28 |
Shaker Financial Services, LLC | 8 | 1 | 0.07% | 0.66% | 1.84% | Q2 2013 | Q3 2023 | 27 |
Cetera Advisor Networks LLC | 15 | 1 | 0.00% | 0.02% | 0.08% | Q1 2013 | Q2 2023 | 27 |
McGowan Group Asset Management, Inc. | 27 | 27 | 0.17% | 6.96% | 11.24% | Q2 2015 | Q4 2021 | 27 |
Integrated Investment Consultants, LLC | 19 | 1 | 0.08% | 0.17% | 0.29% | Q1 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Merriman Wealth Management, LLC | 23 | 2 | 0.00% | 0.17% | 0.75% | Q3 2013 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2021 | 26 |
HighTower Advisors, LLC | 22 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.07% | 0.53% | 1.07% | Q2 2017 | Q3 2023 | 26 |
FIFTH THIRD BANCORP | 24 | 2 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2020 | 26 |
Hanson & Doremus Investment Management | 20 | 6 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 26 |
SCOTIA CAPITAL INC. | 26 | 26 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2019 | 26 |
KEYBANK NATIONAL ASSOCIATION/OH | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 26 |
Private Harbour Investment Management & Counsel, LLC | 26 | 26 | 0.09% | 0.90% | 2.34% | Q2 2013 | Q3 2019 | 26 |
Ancora Advisors LLC | 13 | 3 | 0.00% | 0.08% | 0.27% | Q2 2015 | Q3 2022 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 26 |
Thomas J. Herzfeld Advisors, Inc. | 12 | 1 | 0.02% | 0.84% | 3.05% | Q2 2013 | Q4 2022 | 25 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
Martin Capital Partners, LLC | 25 | 25 | 0.10% | 0.26% | 0.54% | Q4 2017 | Q4 2023 | 25 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.04% | 0.10% | 0.19% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 17 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
Keeley-Teton Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2022 | 23 |
Sigma Planning Corp | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 23 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 17 | 1 | 0.16% | 0.97% | 2.06% | Q2 2013 | Q1 2020 | 23 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 23 |
HM PAYSON & CO | 18 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2020 | 23 |
CAHILL FINANCIAL ADVISORS INC | 23 | 23 | 0.01% | 0.15% | 0.27% | Q1 2018 | Q3 2023 | 23 |
First City Capital Management, Inc. | 17 | 1 | 0.02% | 0.12% | 0.24% | Q2 2013 | Q3 2020 | 23 |
Penbrook Management LLC | 12 | 11 | 0.04% | 0.17% | 0.39% | Q4 2013 | Q2 2020 | 23 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 15 | 7 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 20 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2022 | 22 |
CWA Asset Management Group, LLC | 21 | 21 | 0.01% | 0.10% | 0.28% | Q4 2015 | Q4 2020 | 21 |
Cutler Group LLC / CA | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2020 | 21 |
REDW Wealth LLC | 19 | 2 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 21 |
Dynamic Advisor Solutions LLC | 19 | 2 | 0.01% | 0.05% | 0.26% | Q1 2014 | Q3 2023 | 21 |
Matisse Capital | 19 | 2 | 0.16% | 1.33% | 3.55% | Q4 2015 | Q3 2023 | 21 |
SNOW CAPITAL MANAGEMENT LP | 21 | 21 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q2 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 20 |
FIRST HAWAIIAN BANK | 20 | 20 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 20 |
Saba Capital Management, L.P. | 12 | 2 | 0.00% | 0.85% | 2.26% | Q3 2013 | Q4 2022 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 0.26% | 0.49% | 0.79% | Q4 2018 | Q3 2023 | 20 |
PFG Advisors | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
INSIGHT 2811, INC. | 20 | 20 | 0.07% | 0.10% | 0.13% | Q4 2015 | Q3 2020 | 20 |
MUFG Americas Holdings Corp | 18 | 1 | 0.00% | 0.03% | 0.13% | Q4 2010 | Q2 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ROBINSON CAPITAL MANAGEMENT, LLC | 18 | 2 | 0.00% | 0.08% | 0.26% | Q4 2015 | Q4 2020 | 20 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q2 2023 | 20 |
Penn Mutual Asset Management, LLC | 12 | 8 | 0.90% | 7.75% | 31.91% | Q3 2018 | Q3 2023 | 20 |
Capstone Financial Advisors, Inc. | 17 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 19 |
PARK AVENUE SECURITIES LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
WASHINGTON TRUST BANK | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
Bank of New York Mellon Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 9 | 0.05% | 0.35% | 0.53% | Q1 2016 | Q4 2020 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 18 |
DOLIVER ADVISORS, LP | 16 | 1 | 0.08% | 0.57% | 1.66% | Q2 2013 | Q3 2018 | 18 |
CEDAR HILL ASSOCIATES, LLC | 18 | 18 | 0.10% | 0.43% | 0.76% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
WESPAC Advisors, LLC | 10 | 4 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q2 2019 | 18 |
NORTHERN TRUST CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 18 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 15 | 2 | 0.04% | 0.12% | 0.18% | Q2 2019 | Q3 2023 | 17 |
Benchmark Capital Advisors | 9 | 1 | 0.08% | 0.13% | 0.16% | Q2 2013 | Q4 2018 | 17 |
IFP Advisors, Inc | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 8 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 17 |
TFG Advisers LLC | 17 | 17 | 0.02% | 0.25% | 0.54% | Q4 2018 | Q4 2022 | 17 |
Trust Asset Management LLC | 7 | 1 | 0.12% | 8.14% | 19.80% | Q3 2011 | Q3 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.04% | 0.07% | 0.08% | Q2 2013 | Q2 2017 | 17 |
Cetera Advisors LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 17 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 16 |
Financial Architects, Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2019 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
AE Wealth Management LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
CIDEL ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 16 |
PenderFund Capital Management Ltd. | 10 | 1 | 0.26% | 0.98% | 2.44% | Q1 2018 | Q3 2023 | 16 |
CULLEN/FROST BANKERS, INC. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2021 | 16 |
Baker Ellis Asset Management LLC | 16 | 16 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q1 2017 | 16 |
Tradewinds Capital Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
PENN MUTUAL LIFE INSURANCE CO | 15 | 15 | 6.37% | 10.35% | 13.78% | Q4 2014 | Q2 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Claraphi Advisory Network, LLC | 11 | 4 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q3 2021 | 15 |
FIDUCIARY TRUST CO | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
A. D. Beadell Investment Counsel, Inc. | 15 | 15 | 0.14% | 1.84% | 2.59% | Q2 2013 | Q4 2016 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.04% | 0.36% | Q2 2013 | Q4 2016 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
CSS LLC/IL | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2020 | 15 |
Penserra Capital Management LLC | 8 | 7 | 0.00% | 0.10% | 0.24% | Q4 2015 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 14 |
Virtu KCG Holdings LLC | 11 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
TCI Wealth Advisors, Inc. | 8 | 2 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q1 2023 | 14 |
M&R CAPITAL MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 14 |
American Portfolios Advisors | 9 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 14 |
Karpus Management, Inc. | 7 | 3 | 0.00% | 0.16% | 0.63% | Q2 2013 | Q1 2020 | 14 |
REGIONS FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 14 |
Avion Wealth | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
6 Meridian | 7 | 3 | 0.10% | 0.15% | 0.19% | Q2 2018 | Q4 2021 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q2 2016 | 13 |
HOWE & RUSLING INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CREDIT SUISSE AG/ | 8 | 5 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 13 |
FARMERS & MERCHANTS INVESTMENTS INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
JOHNSON INVESTMENT COUNSEL INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 13 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 13 |
Van Hulzen Asset Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2019 | 13 |
SIGNATUREFD, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 13 |
LINCOLN NATIONAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Winslow, Evans & Crocker, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
Sowell Financial Services LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2023 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2019 | 12 |
Orca Investment Management, LLC | 12 | 12 | 0.07% | 0.08% | 0.09% | Q4 2013 | Q3 2016 | 12 |
CapWealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 12 |
PRING TURNER CAPITAL GROUP INC | 11 | 1 | 0.01% | 1.97% | 2.69% | Q4 2013 | Q4 2018 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2018 | 12 |
CIBC WORLD MARKET INC. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 12 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 | 3 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Ionic Capital Management LLC | 4 | 1 | 0.03% | 0.18% | 0.44% | Q4 2017 | Q3 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q3 2021 | 12 |
Bulldog Investors, LLP | 6 | 3 | 0.10% | 0.50% | 0.77% | Q2 2019 | Q3 2023 | 12 |
Capital Wealth Alliance, LLC | 11 | 11 | 0.28% | 0.70% | 1.24% | Q4 2019 | Q2 2022 | 11 |
PARSONS CAPITAL MANAGEMENT INC/RI | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
IMS Capital Management | 6 | 1 | 0.00% | 0.09% | 0.18% | Q2 2013 | Q3 2018 | 11 |
North Star Investment Management Corp. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2018 | 11 |
Sheaff Brock Investment Advisors, LLC | 9 | 2 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q1 2019 | 11 |
Kestra Advisory Services, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 11 |
Transform Wealth, LLC | 11 | 11 | 0.07% | 0.20% | 0.54% | Q2 2016 | Q4 2018 | 11 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2017 | 11 |
United Asset Strategies, Inc. | 8 | 1 | 0.03% | 0.08% | 0.11% | Q4 2014 | Q1 2018 | 11 |
Cardan Capital Partners, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2018 | 11 |
WEALTHSOURCE PARTNERS, LLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2018 | 10 |
Granite Investment Advisors, LLC | 10 | 10 | 0.02% | 0.61% | 1.18% | Q2 2015 | Q3 2017 | 10 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Quantedge Capital Pte Ltd | 10 | 10 | 0.03% | 0.62% | 1.39% | Q4 2020 | Q1 2023 | 10 |
COLONY GROUP LLC | 6 | 4 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 10 |
GEODE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 10 |
BOSTON ADVISORS LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
RMB Capital Management, LLC | 5 | 1 | 0.00% | 0.05% | 0.15% | Q3 2018 | Q1 2022 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
First Heartland Consultants, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2019 | 10 |
Financial Management Professionals, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
EMERSON INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.39% | 0.52% | 0.66% | Q2 2013 | Q3 2015 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 10 |
SeaBridge Investment Advisors LLC | 10 | 10 | 0.24% | 0.38% | 0.51% | Q1 2016 | Q2 2018 | 10 |
Hoxton Financial, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
TFS CAPITAL LLC | 4 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2016 | 9 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2023 | 9 |
Penobscot Investment Management Company, Inc. | 9 | 9 | 0.12% | 0.23% | 0.38% | Q2 2013 | Q2 2015 | 9 |
SeaCrest Wealth Management, LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 9 |
New Harbor Financial Group, LLC | 5 | 4 | 0.01% | 0.27% | 1.30% | Q2 2013 | Q3 2015 | 9 |
Jacobi Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Spectrum Asset Management, Inc. (NB/CA) | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Baltimore-Washington Financial Advisors, Inc. | 9 | 9 | 0.12% | 1.41% | 1.90% | Q4 2013 | Q4 2015 | 9 |
BROWN BROTHERS HARRIMAN & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Pekin Hardy Strauss, Inc. | 8 | 1 | 0.02% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 9 |
Horrell Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
OLD NATIONAL BANCORP /IN/ | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2016 | 9 |
DFPG INVESTMENTS, LLC | 9 | 9 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q4 2020 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BOENNING & SCATTERGOOD, INC. | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 9 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q4 2014 | 8 |
Quad-Cities Investment Group, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q1 2018 | Q4 2019 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wharton Business Group, LLC | 8 | 8 | 0.02% | 0.44% | 0.94% | Q2 2013 | Q1 2015 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
TIEDEMANN ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 8 |
Madden Advisory Services, Inc. | 7 | 1 | 0.02% | 0.13% | 0.16% | Q1 2014 | Q1 2017 | 8 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Advisory, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2020 | 8 |
NAPLES GLOBAL ADVISORS, LLC | 7 | 1 | 0.02% | 0.50% | 0.83% | Q1 2014 | Q3 2017 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Camelot Portfolios, LLC | 6 | 1 | 0.04% | 0.09% | 0.26% | Q2 2013 | Q1 2020 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 8 |
M&T BANK CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 8 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 8 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 8 |
NEWGATE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.71% | 3.48% | 6.64% | Q3 2013 | Q2 2016 | 8 |
DEUTSCHE BANK AG\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
SFI Advisors, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
PEG CAPITAL MANAGEMENT INC /NH/ | 8 | 8 | 2.06% | 3.07% | 4.20% | Q2 2013 | Q1 2015 | 8 |
Allen Investment Management, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
HOLLENCREST CAPITAL MANAGEMENT | 8 | 8 | 0.84% | 0.93% | 1.05% | Q4 2013 | Q3 2015 | 8 |
Lakeside Advisors, INC. | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.19% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Financial Advantage, Inc. | 7 | 1 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 8 |
OTA Financial Group L.P. | 3 | 1 | 0.12% | 0.36% | 1.22% | Q2 2013 | Q4 2019 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bedell Frazier Investment Counselling, LLC | 7 | 1 | 0.84% | 1.41% | 1.92% | Q3 2013 | Q3 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.11% | 0.45% | Q2 2013 | Q1 2015 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
GABLES CAPITAL MANAGEMENT INC. | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 8 |
BENEDICT FINANCIAL ADVISORS INC | 7 | 1 | 0.03% | 0.05% | 0.06% | Q4 2014 | Q3 2017 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
WEBSTER BANK, N. A. | 7 | 7 | 0.06% | 0.35% | 0.74% | Q2 2013 | Q4 2014 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Vident Investment Advisory, LLC | 7 | 7 | 0.38% | 0.49% | 0.65% | Q2 2015 | Q4 2016 | 7 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 3 | 2 | 0.03% | 0.19% | 0.44% | Q2 2013 | Q4 2022 | 7 |
Stevens First Principles Investment Advisors | 6 | 1 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2015 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.06% | 0.25% | 0.39% | Q2 2013 | Q4 2014 | 7 |
Ironsides Asset Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Alexandria Capital, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.37% | 0.39% | 0.42% | Q2 2013 | Q4 2014 | 7 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 7 |
Almitas Capital LLC | 4 | 1 | 0.05% | 0.82% | 2.04% | Q4 2018 | Q4 2022 | 7 |
Waverly Advisors, LLC | 7 | 7 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2015 | 7 |
SUMMIT CAPITAL MANAGEMENT LLC | 7 | 7 | 0.94% | 1.01% | 1.27% | Q3 2014 | Q1 2016 | 7 |
MARINER INVESTMENT GROUP LLC | 6 | 1 | 0.11% | 0.17% | 0.23% | Q4 2014 | Q1 2017 | 7 |
FIRST MANHATTAN CO. LLC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 7 |
UMB Bank, n.a. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Verity Asset Management, Inc. | 7 | 7 | 1.67% | 5.23% | 6.50% | Q4 2013 | Q2 2015 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NINE MASTS CAPITAL Ltd | 4 | 1 | 0.06% | 0.22% | 0.43% | Q1 2015 | Q3 2018 | 7 |
Amundi | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Bridgewater Advisors Inc. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 7 |
MACQUARIE GROUP LTD | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2015 | 7 |
Wells Trecaso Financial Group, LLC | 4 | 3 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 7 |
SHEPHERD KAPLAN KROCHUK, LLC | 7 | 7 | 0.08% | 0.31% | 0.45% | Q4 2018 | Q2 2020 | 7 |
FNY Investment Advisers, LLC | 4 | 3 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q3 2021 | 7 |
ProVise Management Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Coastline Trust Co | 4 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 6 |
EXANE DERIVATIVES | 4 | 2 | 0.02% | 0.07% | 0.10% | Q3 2020 | Q1 2022 | 6 |
Bramshill Investments, LLC | 6 | 6 | 0.12% | 0.14% | 0.19% | Q4 2018 | Q1 2020 | 6 |
GOODWIN DANIEL L | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 6 |
FIRST FOUNDATION ADVISORS | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 6 |
LVW Advisors, LLC | 6 | 6 | 0.10% | 0.14% | 0.20% | Q4 2014 | Q1 2016 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Walleye Trading LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.09% | 0.25% | Q1 2019 | Q4 2021 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.07% | 0.11% | 0.15% | Q2 2013 | Q3 2014 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 6 |
PBMares Wealth Management LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q1 2021 | 6 |
Harvest Investment Services, LLC | 5 | 1 | 0.03% | 0.18% | 0.30% | Q4 2018 | Q3 2020 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.11% | 0.16% | 0.17% | Q4 2019 | Q1 2021 | 6 |
Anchor Investment Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2018 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
Brookstone Capital Management | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2021 | 6 |
Bruderman Asset Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 6 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q2 2022 | 6 |
Clearstead Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Private Ocean, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Ahrens Investment Partners LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q4 2021 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 5 |
CROFT-LEOMINSTER INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 5 |
Financial Sense Advisors, Inc. | 5 | 5 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.19% | 0.22% | 0.28% | Q4 2021 | Q4 2022 | 5 |
NATIONAL PLANNING CORP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2017 | 5 |
Bartlett & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Realta Investment Advisors | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 5 |
Omnia Family Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Allred Capital Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.03% | Q4 2018 | Q1 2021 | 5 |
Compass Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Risk Paradigm Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 5 |
Relative Value Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
MOSELEY INVESTMENT MANAGEMENT INC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Probabilities Fund Management, LLC | 5 | 5 | 0.49% | 1.17% | 2.35% | Q4 2017 | Q4 2018 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.02% | 0.23% | 0.39% | Q3 2017 | Q4 2019 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
D'Orazio & Associates, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2019 | 5 |
Round Table Services, LLC | 4 | 1 | 0.04% | 0.06% | 0.07% | Q4 2015 | Q4 2019 | 5 |
THOMPSON DAVIS & CO., INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.01% | 0.30% | 0.40% | Q2 2013 | Q2 2014 | 5 |
Southeast Asset Advisors Inc. | 5 | 5 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q2 2014 | 5 |
Barnett & Company, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 4 |
Chevy Chase Trust Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
HBC Financial Services, PLLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
Vantage Investment Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Antonetti Capital Management LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2023 | 4 |
E&G Advisors, LP | 4 | 4 | 0.22% | 0.27% | 0.32% | Q4 2013 | Q3 2014 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Transamerica Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 4 |
Salient Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 4 |
Old Port Advisors | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 3 | 1 | 0.03% | 0.29% | 0.67% | Q1 2016 | Q4 2018 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.06% | 0.25% | 0.32% | Q2 2014 | Q1 2015 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.09% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
DAVIS R M INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Elequin Capital, LP | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2021 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.10% | 0.27% | Q4 2015 | Q4 2021 | 4 |
TOWER TRUST Co | 4 | 4 | 0.13% | 0.14% | 0.16% | Q2 2013 | Q1 2014 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.08% | 0.13% | 0.18% | Q1 2014 | Q4 2014 | 4 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2020 | 3 |
USCA RIA LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2013 | 3 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 1 | 0.03% | 0.04% | 0.07% | Q1 2014 | Q1 2016 | 3 |
HIGH POINT BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2022 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Golden State Equity Partners | 2 | 1 | 0.15% | 0.20% | 0.30% | Q4 2020 | Q3 2021 | 3 |
Jefferies Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2014 | 3 |
FIC CAPITAL INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q2 2014 | 3 |
SII INVESTMENTS INC/WI | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
CORNERSTONE ADVISORS INC | 2 | 1 | 0.03% | 0.09% | 0.13% | Q2 2013 | Q1 2014 | 3 |
Arlington Capital Management, Inc. | 2 | 1 | 0.52% | 1.77% | 2.74% | Q2 2016 | Q4 2022 | 3 |
Private Capital Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
1919 Investment Counsel, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2015 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.05% | 0.07% | 0.10% | Q4 2011 | Q2 2012 | 3 |
PFG Investments, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Balentine LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Advanced Asset Management Advisors Inc | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2017 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q2 2015 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Global Endowment Management, LP | 3 | 3 | 0.06% | 0.35% | 0.93% | Q2 2013 | Q4 2013 | 3 |
Wealth Management Solutions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
JD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q2 2016 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2016 | 3 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2013 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Brown Advisory Securities, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.02% | 0.06% | 0.09% | Q1 2023 | Q2 2023 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
PRIO WEALTH LIMITED PARTNERSHIP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.17% | 0.34% | Q2 2013 | Q3 2013 | 2 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 2 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 2.23% | 2.31% | 2.39% | Q2 2013 | Q3 2013 | 2 |
JANUS HENDERSON INVESTORS US LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.76% | 0.83% | 0.90% | Q4 2021 | Q1 2022 | 2 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2019 | Q3 2019 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Kamunting Street Capital Management, L.P. | 2 | 2 | 1.14% | 1.27% | 1.40% | Q2 2014 | Q3 2014 | 2 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q1 2020 | 2 |
Family Management Corp | 1 | 1 | 0.04% | 0.14% | 0.24% | Q4 2018 | Q4 2022 | 2 |
Logan Stone Capital, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 2 |
PLANNING ALTERNATIVES LTD /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
Catamount Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Surevest, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.01% | 0.18% | 0.36% | Q3 2013 | Q4 2013 | 2 |
NATIXIS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.42% | 0.49% | 0.56% | Q4 2013 | Q1 2014 | 2 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2021 | 2 |
PICTET BANK & TRUST Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2018 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q3 2015 | Q4 2015 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 2 |
Triumph Capital Management | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
KEELEY ASSET MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2017 | Q4 2017 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
XML Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VICUS CAPITAL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
Jacobus Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Atria Investments, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SOL Capital Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Barry Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Summit Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Point View Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
AT Bancorp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OTA LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2014 | Q2 2014 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 4.74% | 4.74% | 4.74% | Q2 2013 | Q2 2013 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2014 | Q4 2014 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BENNICAS & ASSOCIATES, INC. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2013 | Q2 2013 | 1 |
XTX Topco Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Semper Augustus Investments Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own ABERDEEN ASIA PACIFIC INCOM or have owned ABERDEEN ASIA PACIFIC INCOM in the past.