Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GUGGENHEIM CAPITAL LLC | 45 | 45 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q2 2024 | 45 |
AMERIPRISE FINANCIAL INC | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
ROYAL BANK OF CANADA | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
RAYMOND JAMES & ASSOCIATES | 45 | 45 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 45 |
Advisors Asset Management, Inc. | 45 | 45 | 0.05% | 0.22% | 0.59% | Q2 2013 | Q2 2024 | 45 |
BANK OF AMERICA CORP /DE/ | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
LPL Financial LLC | 45 | 45 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 45 |
Invesco Ltd. | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2024 | 45 |
1607 Capital Partners, LLC | 45 | 45 | 0.30% | 2.19% | 3.27% | Q2 2013 | Q2 2024 | 45 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 44 |
PNC FINANCIAL SERVICES GROUP, INC. | 39 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 43 |
Cambridge Investment Research Advisors, Inc. | 29 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2024 | 41 |
Raymond James Financial Services Advisors, Inc. | 34 | 7 | 0.00% | 0.02% | 0.13% | Q3 2013 | Q2 2024 | 41 |
UBS Group AG | 39 | 39 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2024 | 39 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q2 2024 | 38 |
1832 Asset Management L.P. | 37 | 37 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2022 | 37 |
Karpus Management, Inc. | 23 | 4 | 0.10% | 0.51% | 0.83% | Q2 2013 | Q2 2024 | 37 |
Shaker Financial Services, LLC | 8 | 2 | 0.06% | 0.59% | 2.07% | Q2 2013 | Q2 2024 | 36 |
North Star Investment Management Corp. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2024 | 35 |
B. Riley Wealth Advisors, Inc. | 27 | 1 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q2 2024 | 35 |
HOLLENCREST CAPITAL MANAGEMENT | 28 | 7 | 0.01% | 0.13% | 0.22% | Q4 2013 | Q2 2024 | 35 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 34 |
BALDWIN WEALTH PARTNERS LLC/MA | 34 | 34 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2024 | 34 |
Roble, Belko & Company, Inc | 32 | 32 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2022 | 32 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 12 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 32 |
FIFTH THIRD BANCORP | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
BANK OF MONTREAL /CAN/ | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 31 |
Pacific Wealth Strategies Group, Inc. | 31 | 31 | 0.07% | 0.85% | 2.85% | Q4 2016 | Q2 2024 | 31 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 31 | 31 | 0.04% | 0.25% | 0.59% | Q4 2016 | Q2 2024 | 31 |
Steward Partners Investment Advisory, LLC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2024 | 31 |
Janney Montgomery Scott LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2024 | 30 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 23 | 7 | 0.00% | 0.05% | 0.18% | Q4 2016 | Q2 2024 | 30 |
SEIZERT CAPITAL PARTNERS, LLC | 29 | 29 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q2 2020 | 29 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 10 | 1 | 0.02% | 0.13% | 0.61% | Q4 2013 | Q2 2024 | 29 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Aviance Capital Partners, LLC | 27 | 27 | 0.04% | 0.28% | 0.56% | Q2 2013 | Q4 2019 | 27 |
Sound Income Strategies, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2024 | 27 |
Pinnacle Wealth Planning Services, Inc. | 27 | 27 | 0.02% | 0.07% | 0.17% | Q4 2017 | Q2 2024 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2024 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2024 | 26 |
STIFEL FINANCIAL CORP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2024 | 26 |
FIRST MANHATTAN CO. LLC. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
SHEPHERD KAPLAN KROCHUK, LLC | 16 | 10 | 0.06% | 0.17% | 0.70% | Q3 2013 | Q2 2021 | 26 |
WEDBUSH SECURITIES INC | 16 | 10 | 0.01% | 0.05% | 0.18% | Q2 2015 | Q2 2024 | 26 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 18 | 7 | 0.01% | 0.79% | 1.65% | Q2 2013 | Q1 2021 | 25 |
MGO ONE SEVEN LLC | 23 | 2 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q1 2024 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2024 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q2 2024 | 24 |
IFP Advisors, Inc | 14 | 10 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2024 | 24 |
D.A. DAVIDSON & CO. | 13 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 24 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2024 | 23 |
Dakota Wealth Management | 23 | 23 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q2 2024 | 23 |
Pointe Capital Management LLC | 16 | 1 | 0.01% | 0.54% | 0.99% | Q1 2015 | Q1 2023 | 23 |
9258 Wealth Management, LLC | 23 | 23 | 0.03% | 0.18% | 0.66% | Q4 2018 | Q2 2024 | 23 |
PARK AVENUE SECURITIES LLC | 22 | 1 | 0.02% | 0.03% | 0.07% | Q2 2017 | Q2 2024 | 23 |
OPPENHEIMER & CO INC | 14 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2024 | 23 |
Stratos Wealth Partners, LTD. | 16 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2022 | 23 |
IHT Wealth Management, LLC | 16 | 2 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q2 2024 | 22 |
BB&T SECURITIES, LLC | 15 | 7 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2019 | 22 |
Edge Wealth Management LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 21 |
WOLVERINE ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2024 | 21 |
DOLIVER ADVISORS, LP | 5 | 1 | 0.05% | 0.56% | 2.05% | Q1 2013 | Q1 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
CENTRAL BANK & TRUST CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 20 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2024 | 20 |
AQR Arbitrage LLC | 9 | 1 | 0.00% | 0.05% | 0.24% | Q1 2015 | Q2 2024 | 20 |
Claraphi Advisory Network, LLC | 19 | 19 | 0.04% | 0.09% | 0.25% | Q4 2017 | Q2 2022 | 19 |
Financial Advocates Investment Management | 19 | 19 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2024 | 19 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 18 |
Stolper Co | 18 | 18 | 0.23% | 0.28% | 0.33% | Q1 2020 | Q2 2024 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Carroll Financial Associates, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 18 |
Sonora Investment Management, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 18 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 18 |
Kingsview Wealth Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2024 | 18 |
CORNERSTONE ADVISORS INC | 10 | 1 | 0.03% | 1.28% | 4.93% | Q2 2013 | Q1 2019 | 18 |
Global Endowment Management, LP | 17 | 17 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 17 |
DEUTSCHE BANK AG\ | 12 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 17 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2023 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2017 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 16 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.09% | 0.15% | 0.18% | Q3 2020 | Q2 2024 | 16 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 16 |
Chicago Partners Investment Group LLC | 9 | 6 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Bogart Wealth, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 15 |
Sheaff Brock Investment Advisors, LLC | 11 | 4 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2019 | 15 |
Curi RMB Capital, LLC | 7 | 1 | 0.01% | 0.04% | 0.14% | Q1 2016 | Q4 2020 | 15 |
Arkadios Wealth Advisors | 15 | 15 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q2 2024 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
SIGNATUREFD, LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2022 | 15 |
Global Wealth Management Investment Advisory, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
COMMERCE BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
Advocacy Wealth Management Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2018 | 13 |
Spire Wealth Management | 13 | 13 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q1 2024 | 13 |
Prospera Financial Services Inc | 12 | 1 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q1 2022 | 13 |
Baird Financial Group, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2021 | 13 |
Quantedge Capital Pte Ltd | 10 | 3 | 0.07% | 0.28% | 0.62% | Q4 2020 | Q2 2024 | 13 |
Virtu KCG Holdings LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 12 |
BLAIR WILLIAM & CO/IL | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2024 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Arete Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.15% | 0.29% | Q2 2016 | Q1 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.01% | 0.04% | 0.28% | Q4 2020 | Q2 2023 | 11 |
Ancora Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2024 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 11 |
AXXCESS WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
NewEdge Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 10 | 1 | 0.05% | 0.11% | 0.20% | Q3 2013 | Q1 2017 | 11 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2024 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q2 2019 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
Coastal Bridge Advisors, LLC | 10 | 10 | 0.06% | 0.13% | 0.19% | Q1 2017 | Q2 2019 | 10 |
WealthShield Partners, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2024 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 10 |
Ameritas Advisory Services, LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2024 | 10 |
SUNTRUST BANKS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2022 | 10 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 10 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 10 |
All Season Financial Advisors, Inc. | 6 | 4 | 0.33% | 0.38% | 0.47% | Q2 2021 | Q2 2024 | 10 |
Capital Analysts, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 9 |
HUNTINGTON NATIONAL BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2023 | 9 |
VICUS CAPITAL | 9 | 9 | 0.03% | 0.08% | 0.12% | Q3 2014 | Q3 2016 | 9 |
SeaCrest Wealth Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 9 |
Global X Management CO LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 9 |
Koshinski Asset Management, Inc. | 7 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2023 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Vanguard Capital Wealth Advisors | 9 | 9 | 0.13% | 0.20% | 0.34% | Q4 2017 | Q4 2019 | 9 |
Lindbrook Capital, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2020 | 9 |
HOEY INVESTMENTS, INC | 6 | 3 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q4 2023 | 9 |
NEXT Financial Group, Inc | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2018 | 9 |
Stephens Consulting, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Saba Capital Management, L.P. | 7 | 2 | 0.01% | 0.10% | 0.35% | Q1 2017 | Q2 2024 | 9 |
Relative Value Partners Group, LLC | 9 | 9 | 0.02% | 0.84% | 1.73% | Q2 2015 | Q2 2017 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2024 | 9 |
Weiss Asset Management LP | 3 | 1 | 0.01% | 0.05% | 0.13% | Q4 2015 | Q4 2022 | 9 |
Allworth Financial LP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 9 |
Allspring Global Investments Holdings, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
WFG Advisors, LP | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 9 |
AQR Capital Management | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q4 2014 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
Geneos Wealth Management Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 8 |
Independence Trust CO | 8 | 8 | 0.17% | 0.20% | 0.22% | Q2 2013 | Q1 2015 | 8 |
Cetera Investment Advisers | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2024 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
WHITENER CAPITAL MANAGEMENT, INC. | 8 | 8 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q2 2024 | 8 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Relative Value Partners, LLC | 8 | 8 | 1.86% | 2.26% | 2.53% | Q2 2013 | Q1 2015 | 8 |
Spectrum Management Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Royal Fund Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.09% | 0.51% | Q4 2014 | Q2 2024 | 7 |
Hudock, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2016 | 7 |
Global Trust Asset Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Gradient Investments LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2024 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.23% | 0.44% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2014 | 7 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2015 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
MUFG Americas Holdings Corp | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 7 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2023 | 7 |
Cornerstone Advisors, LLC | 5 | 1 | 0.17% | 0.28% | 0.37% | Q4 2019 | Q2 2024 | 7 |
HighTower Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2024 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
MML INVESTORS SERVICES, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 6 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.02% | 0.03% | 0.08% | Q3 2020 | Q4 2021 | 6 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 5 | 1 | 0.02% | 0.30% | 0.70% | Q4 2016 | Q4 2019 | 6 |
OTA Financial Group L.P. | 2 | 1 | 0.13% | 0.18% | 0.24% | Q2 2013 | Q1 2022 | 6 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 6 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Logan Stone Capital, LLC | 5 | 1 | 0.05% | 0.25% | 0.68% | Q4 2022 | Q2 2024 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.14% | 0.23% | 0.33% | Q4 2016 | Q1 2018 | 6 |
Centurion Wealth Management LLC | 6 | 6 | 0.45% | 0.57% | 0.86% | Q4 2022 | Q1 2024 | 6 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2023 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2015 | Q3 2016 | 5 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2021 | 5 |
Wealth Management Solutions, LLC | 4 | 1 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q1 2023 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Dana Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
TFS CAPITAL LLC | 3 | 1 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q4 2014 | 5 |
SeaBridge Investment Advisors LLC | 4 | 1 | 0.01% | 0.07% | 0.26% | Q1 2016 | Q2 2020 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Valeo Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q4 2020 | 5 |
Elequin Capital, LP | 5 | 5 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q4 2023 | 5 |
VSR Financial Services, Inc. | 5 | 5 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q2 2014 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.84% | 0.86% | 0.90% | Q2 2013 | Q1 2014 | 4 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2024 | 4 |
RPO LLC | 4 | 4 | 0.34% | 1.73% | 4.04% | Q3 2023 | Q2 2024 | 4 |
Financial Sense Advisors, Inc. | 4 | 4 | 0.50% | 0.62% | 0.71% | Q2 2017 | Q1 2018 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Cerity Partners LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.15% | 0.15% | 0.17% | Q1 2022 | Q4 2022 | 4 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2024 | 4 |
Penserra Capital Management LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q4 2022 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
GEODE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Atomi Financial Group, Inc. | 4 | 4 | 0.02% | 0.04% | 0.07% | Q1 2023 | Q4 2023 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 4 |
Weaver Consulting Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2017 | 4 |
HBK INVESTMENTS L P | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2019 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2023 | 4 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.03% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
Financial Architects, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q1 2024 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 3 |
SIT INVESTMENT ASSOCIATES INC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q2 2024 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Mesirow Financial Investment Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2023 | Q2 2024 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Avory & Company, LLC | 3 | 3 | 0.32% | 0.33% | 0.34% | Q4 2023 | Q2 2024 | 3 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 3 |
Pathstone Holdings, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2023 | Q2 2024 | 3 |
NEWGATE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.76% | 1.19% | 1.54% | Q2 2013 | Q2 2016 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Matisse Capital | 3 | 3 | 0.11% | 0.27% | 0.60% | Q4 2016 | Q2 2017 | 3 |
MARINER INVESTMENT GROUP LLC | 3 | 3 | 0.15% | 0.25% | 0.37% | Q2 2013 | Q4 2013 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Spectrum Wealth Counsel, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 3 |
IEQ CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q4 2023 | 3 |
BRINKER CAPITAL INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Alexandria Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
RONALD BLUE & CO LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Forty4 Asset Management LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 2 |
Lehman Financial Resources, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2013 | 2 |
CIBC Private Wealth Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
Benchmark Financial Wealth Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 2 |
Somerset Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Advisor Resource Council | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 2 |
Roof Advisory Group, Inc. | 2 | 2 | 1.27% | 1.28% | 1.29% | Q4 2017 | Q1 2018 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 2 |
RETIREMENT GUYS FORMULA LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2024 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q4 2016 | 2 |
SPIREPOINT PRIVATE CLIENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.02% | 0.25% | 0.49% | Q1 2018 | Q3 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Peachtree Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ASHTON THOMAS SECURITIES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Heritage Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Flow State Investments, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2024 | Q1 2024 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Keystone Financial Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2023 | Q4 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Almitas Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2017 | Q4 2017 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Occidental Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CHOREO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Glassman Wealth Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2021 | Q4 2021 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
XML SECURITIES, LLC | 1 | 1 | 2.29% | 2.29% | 2.29% | Q4 2017 | Q4 2017 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2014 | Q3 2014 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
External links
This page lists all the filers that currently own BLACKROCK ENHANCED GLOBAL DI or have owned BLACKROCK ENHANCED GLOBAL DI in the past.