Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Coastal Bridge Advisors, LLC | 22 | 22 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Advisors Asset Management, Inc. | 22 | 22 | 0.02% | 0.09% | 0.28% | Q2 2018 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 22 | 22 | 0.00% | 0.04% | 0.46% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Highlander Capital Management, LLC | 22 | 22 | 0.04% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
North Star Investment Management Corp. | 17 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Quad-Cities Investment Group, LLC | 11 | 10 | 0.09% | 0.50% | 0.81% | Q2 2018 | Q3 2023 | 21 |
Founders Capital Management | 13 | 8 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2023 | 21 |
Pinnacle Wealth Planning Services, Inc. | 17 | 1 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PARK AVENUE SECURITIES LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
IHT Wealth Management, LLC | 19 | 19 | 0.01% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 19 |
MGO ONE SEVEN LLC | 16 | 3 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Sigma Planning Corp | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Invesco Ltd. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 16 |
NewEdge Advisors, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 15 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Thomas J. Herzfeld Advisors, Inc. | 15 | 15 | 0.00% | 0.49% | 1.45% | Q3 2019 | Q1 2023 | 15 |
Private Advisor Group, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Live Oak Private Wealth LLC | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
CITIGROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SVB WEALTH LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
1607 Capital Partners, LLC | 12 | 12 | 0.06% | 0.44% | 0.78% | Q2 2018 | Q1 2021 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 12 |
COHEN & STEERS, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Stratos Wealth Partners, LTD. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 11 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
DOLIVER ADVISORS, LP | 5 | 2 | 0.03% | 0.16% | 0.49% | Q2 2018 | Q3 2021 | 11 |
Patriot Financial Group Insurance Agency, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
TSFG, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 11 |
RB Capital Management, LLC | 11 | 11 | 0.03% | 0.21% | 0.34% | Q2 2018 | Q4 2020 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
WealthPLAN Partners, LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q4 2022 | 10 |
IFP Advisors, Inc | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2023 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
RMR Advisors LLC | 10 | 10 | 0.40% | 0.44% | 0.47% | Q2 2018 | Q3 2020 | 10 |
All Season Financial Advisors, Inc. | 10 | 10 | 0.28% | 0.34% | 0.50% | Q2 2021 | Q3 2023 | 10 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 10 | 10 | 0.10% | 0.74% | 1.42% | Q2 2018 | Q3 2020 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
CSS LLC/IL | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
WEDBUSH SECURITIES INC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Meristem Family Wealth, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2022 | 9 |
Steward Partners Investment Advisory, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
Ahrens Investment Partners LLC | 8 | 1 | 0.00% | 0.28% | 1.60% | Q3 2020 | Q1 2023 | 9 |
Baystate Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q4 2022 | 9 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q2 2023 | 9 |
OneAscent Financial Services LLC | 9 | 9 | 0.06% | 0.13% | 0.46% | Q3 2021 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Shaker Financial Services, LLC | 3 | 2 | 0.06% | 0.18% | 0.33% | Q4 2019 | Q4 2022 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 8 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 8 | 0.12% | 0.15% | 0.17% | Q1 2019 | Q4 2020 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
D.A. DAVIDSON & CO. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Advisory Services Network, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 8 |
Ameritas Investment Company, LLC | 6 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q2 2021 | 8 |
Spectrum Management Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Walleye Trading LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 7 |
Bramshill Investments, LLC | 7 | 7 | 0.00% | 0.11% | 0.22% | Q3 2021 | Q1 2023 | 7 |
FIDUCIARY TRUST INTERNATIONAL LLC | 4 | 3 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q1 2020 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
STEPHENS INC /AR/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Lido Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SCOTIA CAPITAL INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ROBINSON CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Shamrock Asset Management LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2019 | 7 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.04% | 0.16% | Q4 2020 | Q1 2023 | 6 |
FNY Investment Advisers, LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SFI Advisors, LLC | 6 | 6 | 0.16% | 0.40% | 0.58% | Q2 2022 | Q3 2023 | 6 |
StrategIQ Financial Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Cornerstone Advisors, LLC | 5 | 5 | 0.01% | 0.19% | 0.40% | Q4 2019 | Q4 2020 | 5 |
RMB Capital Management, LLC | 3 | 2 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2020 | 5 |
Allworth Financial LP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
US BANCORP \DE\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
CERTUITY, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Modera Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OTA Financial Group L.P. | 4 | 1 | 0.16% | 0.42% | 0.68% | Q3 2019 | Q1 2022 | 5 |
HC Advisors, LLC | 5 | 5 | 0.04% | 0.10% | 0.15% | Q3 2020 | Q3 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Proficio Capital Partners LLC | 3 | 2 | 0.02% | 0.39% | 1.04% | Q1 2018 | Q3 2020 | 5 |
HighTower Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
ATLAS CAPITAL ADVISORS LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 5 |
FIFTH THIRD BANCORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CHANNEL WEALTH LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q4 2023 | 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 4 |
USCA RIA LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 4 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Samalin Investment Counsel, LLC | 4 | 4 | 0.03% | 0.12% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Certified Advisory Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Stolper Co | 4 | 4 | 0.06% | 0.11% | 0.25% | Q1 2020 | Q4 2020 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 4 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2019 | 4 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
WMS Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
AQR Arbitrage LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 4 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q2 2018 | Q3 2019 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 3 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.04% | 0.08% | 0.14% | Q3 2018 | Q1 2022 | 3 |
Measured Wealth Private Client Group, LLC | 2 | 1 | 0.00% | 0.07% | 0.10% | Q3 2018 | Q3 2019 | 3 |
Virtu Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 3 |
CORNERSTONE ADVISORS INC | 2 | 1 | 0.04% | 0.16% | 0.24% | Q2 2018 | Q1 2019 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Quantedge Capital Pte Ltd | 3 | 3 | 0.05% | 0.49% | 1.13% | Q4 2020 | Q2 2021 | 3 |
Advisor Resource Council | 3 | 3 | 0.02% | 0.13% | 0.21% | Q2 2021 | Q4 2021 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Financial Architects, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Physician Wealth Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q1 2020 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Elequin Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 2 |
RESOURCE CONSULTING GROUP INC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q4 2021 | Q1 2022 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Walker Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q4 2023 | 2 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Sage Capital Advisors,llc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Birch Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2020 | Q3 2020 | 2 |
MAI Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
STANSBERRY ASSET MANAGEMENT, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2018 | Q3 2018 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sabal Trust CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Matisse Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
C2C Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
XTX Topco Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WATERS PARKERSON & CO., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
XML Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2019 | Q4 2019 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cottage Street Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ABERDEEN GLOBAL PREMIER PPTY or have owned ABERDEEN GLOBAL PREMIER PPTY in the past.