Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Windsor Capital Management, LLC | 42 | 42 | 0.08% | 1.77% | 5.09% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.05% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 41 |
Capital Investment Advisors, LLC | 38 | 2 | 0.00% | 0.05% | 0.18% | Q4 2013 | Q4 2023 | 40 |
Oxbow Advisors, LLC | 22 | 17 | 0.03% | 0.61% | 1.82% | Q2 2013 | Q3 2023 | 39 |
Arete Wealth Advisors, LLC | 29 | 3 | 0.19% | 0.57% | 1.80% | Q4 2013 | Q3 2023 | 38 |
FIRST TRUST ADVISORS LP | 37 | 37 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 37 |
Invesco Ltd. | 27 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
North Star Investment Management Corp. | 17 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 34 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
Koshinski Asset Management, Inc. | 16 | 2 | 0.21% | 0.93% | 2.70% | Q4 2014 | Q3 2023 | 33 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 32 |
Edmonds Duncan Registered Investment Advisors, LLC | 29 | 29 | 0.29% | 0.42% | 0.68% | Q3 2016 | Q3 2023 | 29 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 27 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 27 | 27 | 0.01% | 0.12% | 0.30% | Q1 2017 | Q3 2023 | 27 |
Formidable Asset Management, LLC | 15 | 1 | 0.01% | 0.58% | 2.24% | Q3 2013 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
Shaker Financial Services, LLC | 4 | 1 | 0.09% | 0.42% | 1.03% | Q3 2013 | Q3 2023 | 25 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.04% | 0.10% | 0.23% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 22 | 2 | 0.09% | 0.58% | 1.29% | Q2 2013 | Q4 2020 | 24 |
PARK AVENUE SECURITIES LLC | 24 | 24 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 24 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 9 | 1 | 0.02% | 0.11% | 0.30% | Q4 2014 | Q3 2023 | 24 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 23 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
TRUIST FINANCIAL CORP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Cambridge Investment Research Advisors, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.13% | 0.55% | 1.38% | Q4 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 18 | 2 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q4 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
ADVENT CAPITAL MANAGEMENT /DE/ | 20 | 20 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q2 2023 | 20 |
BANK OF MONTREAL /CAN/ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
IFP Advisors, Inc | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 19 |
DOLIVER ADVISORS, LP | 7 | 1 | 0.07% | 0.44% | 2.18% | Q1 2013 | Q3 2020 | 19 |
HUNTINGTON NATIONAL BANK | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 18 |
Sigma Planning Corp | 16 | 2 | 0.01% | 0.01% | 0.06% | Q4 2014 | Q3 2021 | 18 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Quad-Cities Investment Group, LLC | 17 | 17 | 0.52% | 0.69% | 0.91% | Q1 2018 | Q1 2022 | 17 |
AMERIPRISE FINANCIAL INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
US BANCORP \DE\ | 12 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Mutual Advisors, LLC | 9 | 7 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q1 2023 | 16 |
D.A. DAVIDSON & CO. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2020 | 16 |
Chicago Partners Investment Group LLC | 10 | 5 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CENTAURUS FINANCIAL, INC. | 10 | 5 | 0.02% | 0.05% | 0.18% | Q2 2018 | Q2 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Zions Bancorporation | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 15 |
Thomas J. Herzfeld Advisors, Inc. | 8 | 3 | 0.04% | 0.50% | 1.60% | Q2 2013 | Q3 2021 | 15 |
EATON VANCE MANAGEMENT | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2021 | 15 |
Financial Architects, Inc | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
RMB Capital Management, LLC | 10 | 2 | 0.03% | 0.09% | 0.26% | Q3 2015 | Q1 2021 | 14 |
OPPENHEIMER & CO INC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Stolper Co | 10 | 4 | 0.24% | 0.30% | 0.34% | Q1 2020 | Q3 2023 | 14 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2015 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q3 2021 | 12 |
MBM Wealth Consultants, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Heron Bay Capital Management | 12 | 12 | 0.10% | 0.34% | 0.63% | Q4 2020 | Q3 2023 | 12 |
Anchor Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
AQR Arbitrage LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Rehmann Capital Advisory Group | 7 | 5 | 0.01% | 0.58% | 1.56% | Q2 2011 | Q3 2019 | 12 |
Beacon Capital Management, Inc. | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
JPMORGAN CHASE & CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2021 | 11 |
Janney Montgomery Scott LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2021 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2019 | 11 |
Allworth Financial LP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 11 |
Private Advisor Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 11 |
MSI Financial Services Inc | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 10 |
MUFG Americas Holdings Corp | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Saba Capital Management, L.P. | 10 | 10 | 0.02% | 2.18% | 3.86% | Q1 2016 | Q2 2018 | 10 |
ROBINSON CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.32% | 1.09% | 4.39% | Q2 2014 | Q4 2017 | 10 |
CIBC WORLD MARKET INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Ameritas Investment Company, LLC | 6 | 1 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2021 | 9 |
Virtue Capital Management, LLC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q4 2019 | 9 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.20% | 0.40% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.28% | 0.40% | 0.52% | Q4 2021 | Q3 2023 | 8 |
BlackRock Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 8 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Asset Dedication, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 7 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 1 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2015 | 7 |
Penserra Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
FCA CORP /TX | 7 | 7 | 0.33% | 0.37% | 0.42% | Q1 2022 | Q3 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 7 |
PANAGORA ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 7 |
6 Meridian | 4 | 1 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q4 2021 | 7 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SIT INVESTMENT ASSOCIATES INC | 7 | 7 | 0.05% | 0.13% | 0.21% | Q3 2016 | Q1 2018 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 6 |
THOMPSON DAVIS & CO., INC. | 6 | 6 | 0.06% | 0.16% | 0.24% | Q2 2017 | Q3 2018 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2021 | 6 |
FNY Investment Advisers, LLC | 4 | 2 | 0.01% | 0.02% | 0.07% | Q3 2019 | Q3 2021 | 6 |
Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2015 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q1 2018 | 6 |
Vanguard Capital Wealth Advisors | 3 | 3 | 0.19% | 0.23% | 0.28% | Q2 2019 | Q3 2023 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.00% | 0.09% | 0.29% | Q4 2015 | Q3 2018 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q2 2023 | 5 |
TFS CAPITAL LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 5 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
Laurion Capital Management LP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2018 | 5 |
CALTON & ASSOCIATES, INC. | 3 | 1 | 0.01% | 0.07% | 0.18% | Q4 2017 | Q3 2023 | 5 |
CSS LLC/IL | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Addison Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 5 |
AQR Capital Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2014 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Elequin Capital, LP | 4 | 4 | 0.01% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Measured Wealth Private Client Group, LLC | 4 | 4 | 0.25% | 0.28% | 0.31% | Q2 2019 | Q1 2020 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
CORNERSTONE ADVISORS INC | 3 | 1 | 0.05% | 0.29% | 0.50% | Q4 2015 | Q3 2018 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cavalier Investments, LLC | 4 | 4 | 0.27% | 0.28% | 0.29% | Q3 2016 | Q2 2017 | 4 |
Quantedge Capital Pte Ltd | 4 | 4 | 0.09% | 0.84% | 1.93% | Q4 2020 | Q3 2021 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
MARINER INVESTMENT GROUP LLC | 4 | 4 | 0.16% | 0.51% | 1.16% | Q3 2015 | Q2 2016 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.07% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
CLOUGH CAPITAL PARTNERS L P | 3 | 1 | 0.04% | 0.09% | 0.16% | Q3 2018 | Q3 2022 | 4 |
Advisor Resource Council | 1 | 1 | 0.08% | 0.10% | 0.13% | Q2 2021 | Q2 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
KWMG, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.06% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2015 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.11% | 0.14% | 0.16% | Q4 2014 | Q2 2015 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q4 2014 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
LOGAN CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Round Table Services, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2015 | Q1 2016 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
St. James Investment Company, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q2 2015 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.05% | 0.10% | 0.15% | Q4 2015 | Q4 2018 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Matisse Capital | 2 | 2 | 1.75% | 2.73% | 3.71% | Q4 2015 | Q1 2016 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.92% | 1.03% | 1.13% | Q4 2015 | Q1 2016 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2017 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Liberty Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Flow State Investments, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PenderFund Capital Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
STEPH & CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Northern Right Capital Management, L.P. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Fore Research & Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2019 | Q4 2019 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own ADVENT CLAYMORE CV SECS & IN or have owned ADVENT CLAYMORE CV SECS & IN in the past.