Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 27 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Thomas J. Herzfeld Advisors, Inc. | 34 | 34 | 0.00% | 0.13% | 1.31% | Q2 2015 | Q3 2023 | 34 |
1607 Capital Partners, LLC | 34 | 34 | 0.08% | 1.00% | 1.75% | Q2 2015 | Q3 2023 | 34 |
JAMES INVESTMENT RESEARCH INC | 28 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 34 |
ROYAL BANK OF CANADA | 22 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 27 | 1 | 0.05% | 5.08% | 7.94% | Q4 2014 | Q3 2023 | 31 |
CSS LLC/IL | 28 | 28 | 0.00% | 0.13% | 0.86% | Q4 2016 | Q3 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Karpus Management, Inc. | 14 | 2 | 0.01% | 0.12% | 0.37% | Q4 2014 | Q3 2023 | 26 |
BLAIR WILLIAM & CO/IL | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LAZARD ASSET MANAGEMENT LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
VISTA INVESTMENT MANAGEMENT | 22 | 22 | 0.06% | 0.16% | 0.24% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WOLVERINE ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Relative Value Partners Group, LLC | 22 | 22 | 0.02% | 0.44% | 0.76% | Q2 2018 | Q3 2023 | 22 |
PROVIDA PENSION FUND ADMINISTRATOR | 9 | 1 | 0.00% | 0.04% | 0.19% | Q4 2013 | Q4 2022 | 22 |
DEUTSCHE BANK AG\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
KINGS POINT CAPITAL MANAGEMENT | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
WESBANCO BANK INC | 11 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Matisse Capital | 21 | 21 | 0.09% | 1.16% | 4.61% | Q2 2016 | Q2 2021 | 21 |
GABLES CAPITAL MANAGEMENT INC. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.27% | 0.52% | Q1 2018 | Q4 2022 | 20 |
MERIDIAN INVESTMENT COUNSEL INC. | 19 | 19 | 0.02% | 0.07% | 0.16% | Q2 2018 | Q4 2022 | 19 |
US BANCORP \DE\ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
FINANCIAL COUNSELORS INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 18 |
CITIGROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 18 |
Creative Planning | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 18 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Bulldog Investors, LLP | 17 | 1 | 0.05% | 1.13% | 4.07% | Q1 2017 | Q3 2022 | 18 |
Mraz, Amerine & Associates, Inc. | 18 | 18 | 0.02% | 0.15% | 0.20% | Q2 2018 | Q3 2022 | 18 |
LPL Financial LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 16 |
Uncommon Cents Investing LLC | 16 | 16 | 0.33% | 0.43% | 0.51% | Q4 2019 | Q3 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
STRS OHIO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
RMB Capital Management, LLC | 10 | 5 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q4 2020 | 15 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q4 2022 | 14 |
Patriot Financial Group Insurance Agency, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 14 |
IFP Advisors, Inc | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 13 |
FLOW TRADERS U.S. LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 13 |
Zuckerman Investment Group, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2021 | 12 |
STIFEL FINANCIAL CORP | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
B. Riley Wealth Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Point View Wealth Management, Inc. | 11 | 11 | 0.25% | 0.29% | 0.32% | Q2 2018 | Q4 2020 | 11 |
SHEPHERD KAPLAN KROCHUK, LLC | 11 | 11 | 0.09% | 0.12% | 0.31% | Q4 2019 | Q2 2022 | 11 |
Shaker Financial Services, LLC | 11 | 11 | 0.05% | 0.09% | 0.17% | Q1 2021 | Q3 2023 | 11 |
DOLIVER ADVISORS, LP | 6 | 2 | 0.04% | 0.14% | 0.23% | Q4 2014 | Q2 2018 | 11 |
British Airways Pensions Investment Management Ltd | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2017 | 11 |
GEODE CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 11 |
Yakira Capital Management, Inc. | 11 | 11 | 0.04% | 0.20% | 0.58% | Q1 2018 | Q3 2020 | 11 |
CORNERSTONE ADVISORS INC | 6 | 2 | 0.03% | 0.14% | 0.22% | Q1 2016 | Q4 2018 | 10 |
Advocacy Wealth Management Services, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 10 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 10 |
PEAPACK GLADSTONE FINANCIAL CORP | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Vanguard Capital Wealth Advisors | 5 | 1 | 0.06% | 0.78% | 2.74% | Q4 2018 | Q3 2022 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
DORCHESTER WEALTH MANAGEMENT Co | 8 | 8 | 0.06% | 0.08% | 0.09% | Q2 2018 | Q1 2020 | 8 |
Cardan Capital Partners, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q4 2017 | 8 |
Quantedge Capital Pte Ltd | 8 | 8 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q1 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BARD ASSOCIATES INC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q1 2020 | 8 |
Spire Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Invesco Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Advisory Services Network, LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2018 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Gramercy Funds Management LLC | 7 | 7 | 0.16% | 0.30% | 0.67% | Q3 2015 | Q1 2017 | 7 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2018 | Q3 2019 | 6 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 6 |
ClearBridge Investments | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Live Your Vision, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Conservest Capital Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Steward Partners Investment Advisory, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 5 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 5 |
AQR Arbitrage LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Estabrook Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Saba Capital Management, L.P. | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 5 |
First Allied Advisory Services, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 5 |
Cornerstone Advisors, LLC | 3 | 2 | 0.01% | 0.09% | 0.16% | Q4 2019 | Q1 2021 | 5 |
WESPAC Advisors SoCal, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Sigma Planning Corp | 2 | 1 | 0.00% | 0.04% | 0.07% | Q1 2016 | Q3 2021 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Hunter Perkins Capital Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
6 Meridian | 2 | 2 | 0.02% | 0.06% | 0.11% | Q2 2018 | Q1 2020 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
TOMPKINS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 4 |
CREDIT SUISSE AG/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2022 | 4 |
Weiss Asset Management LP | 3 | 1 | 0.00% | 0.08% | 0.12% | Q4 2017 | Q4 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2021 | 4 |
BRINKER CAPITAL INC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Advisor Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Elequin Capital, LP | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
OTA Financial Group L.P. | 3 | 3 | 0.27% | 0.38% | 0.44% | Q4 2014 | Q2 2015 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 3 |
Bruderman Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.09% | 0.13% | 0.21% | Q2 2018 | Q4 2018 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.06% | 0.09% | 0.13% | Q2 2018 | Q4 2018 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
First Personal Financial Services | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
MARINER INVESTMENT GROUP LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q3 2017 | 3 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 3 |
Almitas Capital LLC | 3 | 3 | 0.34% | 0.40% | 0.48% | Q4 2018 | Q2 2019 | 3 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Accuvest Global Advisors | 2 | 2 | 0.16% | 0.18% | 0.19% | Q2 2021 | Q3 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Opera Trading Capital | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2019 | Q3 2019 | 2 |
Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q1 2019 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CLEAR STREET LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Round Table Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
abrdn plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
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This page lists all the filers that currently own ABERDEEN EMRG MRKTS EQT INM or have owned ABERDEEN EMRG MRKTS EQT INM in the past.