Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
COHEN & STEERS, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | 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% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Advisors, LLC | 41 | 41 | 0.04% | 0.61% | 1.67% | Q4 2013 | Q4 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 32 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 40 | 40 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 33 | 7 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 40 |
Focused Wealth Management, Inc | 40 | 40 | 0.01% | 0.53% | 1.86% | Q4 2013 | Q3 2023 | 40 |
Bartlett & Co. LLC | 24 | 7 | 0.00% | 0.04% | 0.17% | Q4 2013 | Q4 2023 | 39 |
Janney Montgomery Scott LLC | 29 | 10 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
Cetera Advisor Networks LLC | 22 | 17 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 36 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 37 |
OAK HILL ADVISORS LP | 21 | 15 | 0.53% | 19.54% | 57.98% | Q3 2014 | Q3 2023 | 36 |
EATON VANCE MANAGEMENT | 36 | 36 | 0.00% | 0.08% | 0.15% | Q4 2013 | Q3 2022 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 26 | 1 | 0.00% | 0.02% | 0.16% | Q4 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Neuberger Berman Group LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2022 | 35 |
Private Advisor Group, LLC | 32 | 3 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q4 2021 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 33 |
Avior Wealth Management, LLC | 32 | 32 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q4 2021 | 32 |
North Star Investment Management Corp. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 32 |
Brinker Capital Investments, LLC | 31 | 31 | 0.00% | 0.09% | 0.18% | Q2 2015 | Q4 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 30 |
Creative Planning | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.03% | 0.04% | 0.10% | Q2 2013 | Q3 2020 | 30 |
BRAVE ASSET MANAGEMENT INC | 30 | 30 | 0.04% | 0.10% | 0.15% | Q2 2016 | Q3 2023 | 30 |
M&T BANK CORP | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 30 |
Sheaff Brock Investment Advisors, LLC | 30 | 30 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q1 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q4 2020 | 29 |
Granite Investment Partners, LLC | 29 | 29 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
FIFTH THIRD BANCORP | 17 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 29 |
Carnegie Capital Asset Management, LLC | 17 | 12 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2022 | 29 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Covenant Asset Management, LLC | 28 | 28 | 0.34% | 0.75% | 1.24% | Q4 2016 | Q3 2023 | 28 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 23 | 1 | 0.01% | 0.23% | 0.49% | Q1 2014 | Q2 2023 | 28 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 24 | 1 | 0.10% | 1.46% | 2.90% | Q4 2013 | Q2 2023 | 28 |
BANK OF MONTREAL /CAN/ | 26 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2023 | 28 |
Sigma Planning Corp | 14 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 27 |
TRUIST FINANCIAL CORP | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Advisors Asset Management, Inc. | 17 | 10 | 0.01% | 0.09% | 0.30% | Q2 2013 | Q3 2022 | 27 |
McGowan Group Asset Management, Inc. | 27 | 27 | 0.05% | 2.29% | 4.61% | Q1 2017 | Q3 2023 | 27 |
Gerber Kawasaki Wealth & Investment Management | 17 | 10 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Shaker Financial Services, LLC | 5 | 1 | 0.08% | 0.50% | 1.30% | Q2 2013 | Q3 2023 | 27 |
RAYMOND JAMES TRUST N.A. | 26 | 26 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2020 | 26 |
THRIVENT FINANCIAL FOR LUTHERANS | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
B. Riley Wealth Advisors, Inc. | 20 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2023 | 26 |
Bramshill Investments, LLC | 26 | 26 | 1.06% | 4.69% | 9.75% | Q2 2017 | Q3 2023 | 26 |
Stellar Capital Management, LLC | 15 | 11 | 0.24% | 0.35% | 0.60% | Q4 2013 | Q2 2020 | 26 |
JPMORGAN CHASE & CO | 22 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 25 |
Parallel Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 14 | 11 | 0.00% | 0.03% | 0.16% | Q2 2014 | Q4 2021 | 25 |
OPTIMUM INVESTMENT ADVISORS | 19 | 6 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2022 | 25 |
WBH ADVISORY INC | 18 | 1 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q3 2020 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 24 |
SMH CAPITAL ADVISORS INC | 24 | 24 | 0.34% | 0.67% | 1.94% | Q4 2017 | Q3 2023 | 24 |
Wealthcare Advisory Partners LLC | 24 | 24 | 0.01% | 0.09% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Uncommon Cents Investing LLC | 24 | 24 | 0.11% | 0.18% | 0.28% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
RB Capital Management, LLC | 15 | 9 | 0.00% | 0.08% | 0.16% | Q4 2016 | Q4 2022 | 24 |
FIRST TRUST ADVISORS LP | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 23 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 23 |
BESSEMER GROUP INC | 13 | 9 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2019 | 22 |
MML INVESTORS SERVICES, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 22 |
MILLENNIUM MANAGEMENT LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2022 | 22 |
Penserra Capital Management LLC | 13 | 1 | 0.00% | 0.15% | 0.52% | Q4 2015 | Q3 2023 | 22 |
Roble, Belko & Company, Inc | 21 | 21 | 0.01% | 0.07% | 0.10% | Q3 2015 | Q3 2020 | 21 |
WEBSTER BANK, N. A. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
AVIANCE CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.08% | 0.66% | Q2 2013 | Q1 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.06% | 0.12% | 0.21% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.09% | 0.21% | 0.47% | Q1 2016 | Q4 2020 | 20 |
Maryland Capital Management | 20 | 20 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q1 2018 | 20 |
OPPENHEIMER & CO INC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 20 |
DEUTSCHE BANK AG\ | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 20 |
Oakworth Capital, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 19 |
FIRST MANHATTAN CO. LLC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 19 |
Saba Capital Management, L.P. | 10 | 9 | 0.16% | 2.96% | 7.15% | Q3 2013 | Q1 2019 | 19 |
RDA Financial Network | 19 | 19 | 0.10% | 0.29% | 0.56% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
Vident Investment Advisory, LLC | 18 | 18 | 0.21% | 0.45% | 0.89% | Q2 2015 | Q3 2019 | 18 |
Kovack Advisors, Inc. | 9 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
DOLIVER ADVISORS, LP | 9 | 1 | 0.04% | 0.61% | 1.68% | Q2 2013 | Q3 2019 | 18 |
M&R CAPITAL MANAGEMENT INC | 18 | 18 | 0.00% | 0.02% | 0.02% | Q2 2016 | Q3 2020 | 18 |
WEDBUSH SECURITIES INC | 15 | 3 | 0.01% | 0.07% | 0.18% | Q2 2014 | Q3 2021 | 18 |
AEGON USA Investment Management, LLC | 7 | 1 | 0.04% | 0.55% | 1.38% | Q4 2013 | Q3 2023 | 18 |
CAHILL FINANCIAL ADVISORS INC | 18 | 18 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 18 |
AUA CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2021 | 18 |
Vectors Research Management, LLC | 17 | 17 | 0.06% | 2.21% | 3.62% | Q3 2018 | Q3 2022 | 17 |
Patriot Financial Group Insurance Agency, LLC | 15 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 17 |
LAKE STREET PRIVATE WEALTH, LLC | 17 | 17 | 0.28% | 0.86% | 1.61% | Q3 2019 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 12 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2017 | 17 |
BRIGHTON JONES LLC | 16 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2022 | 17 |
IFC Holdings Incorporated/FL | 17 | 17 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q4 2017 | 17 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 17 | 17 | 0.05% | 0.23% | 0.64% | Q4 2016 | Q4 2020 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Cutler Group LLC / CA | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 17 |
Cutter & CO Brokerage, Inc. | 10 | 6 | 0.09% | 0.23% | 0.42% | Q4 2013 | Q4 2017 | 16 |
SII INVESTMENTS INC/WI | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2017 | 16 |
BerganKDV Wealth Management, LLC | 11 | 5 | 0.04% | 0.08% | 0.16% | Q4 2017 | Q2 2023 | 16 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
HNP Capital LLC | 10 | 5 | 0.06% | 2.34% | 3.95% | Q4 2018 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Ranch Capital Advisors Inc. | 15 | 15 | 0.06% | 0.11% | 0.14% | Q3 2019 | Q1 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 14 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2022 | 15 |
OLD SECOND NATIONAL BANK OF AURORA | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 15 |
Shulman DeMeo Asset Management LLC | 8 | 1 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Ameritas Investment Partners, Inc. | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 15 |
Cedar Mountain Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Lido Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q1 2020 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 9 | 5 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q2 2023 | 14 |
NewEdge Advisors, LLC | 8 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 14 |
SIT INVESTMENT ASSOCIATES INC | 5 | 1 | 0.01% | 0.34% | 1.71% | Q4 2018 | Q3 2023 | 14 |
SEI INVESTMENTS CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 14 | 14 | 1.70% | 2.24% | 3.19% | Q4 2017 | Q1 2021 | 14 |
Marks Group Wealth Management, Inc | 14 | 14 | 0.12% | 0.17% | 0.23% | Q2 2020 | Q3 2023 | 14 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2023 | 14 |
COMMERCE BANK | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 14 | 14 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q1 2020 | 14 |
HOLLENCREST CAPITAL MANAGEMENT | 8 | 2 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 14 |
Mengis Capital Management, Inc. | 14 | 14 | 0.10% | 0.23% | 0.32% | Q4 2014 | Q1 2018 | 14 |
Spectrum Management Group, LLC | 10 | 4 | 0.02% | 0.04% | 0.11% | Q4 2013 | Q2 2018 | 14 |
HoyleCohen, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
ASSETMARK, INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Advisors Capital Management, LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 13 |
Pine River Capital Management L.P. | 13 | 13 | 0.02% | 0.13% | 0.23% | Q2 2013 | Q2 2016 | 13 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 11 | 2 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2021 | 13 |
Allworth Financial LP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.05% | 0.09% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Capital Analysts, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.11% | 0.25% | 0.40% | Q4 2020 | Q3 2023 | 12 |
ROBINSON CAPITAL MANAGEMENT, LLC | 9 | 3 | 0.20% | 0.69% | 1.29% | Q2 2016 | Q3 2019 | 12 |
D. E. Shaw & Co., Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
ARES MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q1 2020 | 12 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 12 | 12 | 2.53% | 2.91% | 3.48% | Q4 2015 | Q3 2018 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MRA Advisory Group | 12 | 12 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 12 |
Cornerstone Wealth Management, LLC | 12 | 12 | 0.01% | 0.04% | 0.15% | Q1 2017 | Q4 2019 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.02% | 0.08% | 0.27% | Q2 2020 | Q1 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.04% | 0.19% | 0.67% | Q4 2020 | Q3 2023 | 12 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
WHITTIER TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 11 |
Wagner Wealth Management, LLC | 5 | 2 | 0.02% | 0.16% | 0.33% | Q4 2017 | Q3 2022 | 11 |
Avestar Capital, LLC | 10 | 1 | 0.02% | 0.19% | 0.35% | Q3 2019 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Plancorp, LLC | 10 | 1 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 11 |
WealthTrust-Arizona, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 11 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
RMB Capital Management, LLC | 9 | 2 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q4 2018 | 11 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 11 |
Transamerica Financial Advisors, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2022 | 10 |
AQR Arbitrage LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q2 2023 | 10 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 10 |
Edge Wealth Management LLC | 10 | 10 | 0.00% | 0.25% | 0.39% | Q4 2015 | Q1 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Pinnacle Advisory Group, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 10 |
COWEN INC. | 10 | 10 | 0.00% | 0.05% | 0.12% | Q3 2015 | Q4 2017 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bridgecreek Investment Management, LLC | 10 | 10 | 0.35% | 0.54% | 1.36% | Q4 2019 | Q1 2022 | 10 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Kamunting Street Capital Management, L.P. | 6 | 3 | 0.40% | 3.12% | 6.24% | Q4 2013 | Q1 2016 | 9 |
Arlington Capital Management, Inc. | 7 | 2 | 0.27% | 1.32% | 2.98% | Q2 2016 | Q2 2019 | 9 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q2 2017 | 9 |
TNF LLC | 9 | 9 | 0.05% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
DFPG INVESTMENTS, LLC | 9 | 9 | 0.06% | 0.13% | 0.18% | Q4 2018 | Q4 2020 | 9 |
PANAGORA ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 9 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2018 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.50% | 2.04% | 5.77% | Q4 2020 | Q4 2022 | 9 |
Kerntke Otto McGlone Wealth Management Group | 7 | 1 | 0.08% | 0.15% | 0.24% | Q4 2019 | Q2 2022 | 9 |
WEALTHSOURCE PARTNERS, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 9 |
AlphaMark Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Circle Wealth Management, LLC | 9 | 9 | 0.01% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Yorktown Management & Research Co Inc | 9 | 9 | 0.22% | 0.79% | 1.24% | Q1 2015 | Q1 2017 | 9 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 9 | 9 | 0.60% | 1.52% | 1.72% | Q4 2013 | Q4 2015 | 9 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2017 | 9 |
Tortoise Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.17% | 0.32% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
Winfield Associates, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 8 |
Concord Wealth Partners | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
THIRD AVENUE MANAGEMENT LLC | 8 | 8 | 0.07% | 0.31% | 0.61% | Q4 2013 | Q3 2015 | 8 |
CORNERSTONE ADVISORS INC | 8 | 8 | 0.06% | 0.52% | 0.72% | Q4 2013 | Q3 2015 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Asset Planning Services, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
FineMark National Bank & Trust | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2016 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allegis Investment Advisors, LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2015 | Q3 2017 | 8 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2021 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Cottage Street Advisors LLC | 8 | 8 | 0.10% | 0.19% | 0.23% | Q4 2015 | Q3 2017 | 8 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 8 | 8 | 0.65% | 1.21% | 1.76% | Q2 2013 | Q1 2015 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.07% | 0.16% | Q4 2020 | Q3 2022 | 8 |
Financial Management Professionals, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 8 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sicart Associates LLC | 3 | 2 | 0.06% | 0.09% | 0.11% | Q4 2016 | Q4 2020 | 8 |
Family Management Corp | 8 | 8 | 0.14% | 0.54% | 0.74% | Q4 2018 | Q3 2020 | 8 |
Capstone Financial Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 6 | 1 | 0.05% | 0.28% | 0.37% | Q4 2014 | Q3 2022 | 7 |
BlueSpruce Investments, LP | 4 | 3 | 0.24% | 3.17% | 12.66% | Q4 2013 | Q3 2015 | 7 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2020 | 7 |
SUNTRUST BANKS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Samalin Investment Counsel, LLC | 6 | 1 | 0.01% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 7 |
EAGLE ASSET MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.00% | 0.14% | 0.21% | Q2 2018 | Q3 2023 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q3 2018 | 7 |
EXENCIAL WEALTH ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
LAZARD ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 1 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q1 2015 | 7 |
Private Capital Group, LLC | 4 | 3 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q1 2022 | 7 |
Sunbelt Securities, Inc. | 4 | 3 | 0.14% | 0.18% | 0.24% | Q2 2016 | Q1 2018 | 7 |
CARLSON CAPITAL L P | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2015 | 7 |
MACKAY SHIELDS LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.01% | 0.01% | 0.05% | Q4 2018 | Q3 2022 | 6 |
NATIONAL BANK OF CANADA /FI/ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Camarda Financial Advisors, LLC | 6 | 6 | 0.04% | 0.39% | 0.99% | Q2 2016 | Q3 2017 | 6 |
Blue Chip Partners, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2018 | 6 |
BOENNING & SCATTERGOOD, INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Sutton Wealth Advisors Inc. | 6 | 6 | 0.02% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Curran Financial Partners, LLC | 6 | 6 | 0.13% | 1.08% | 2.47% | Q2 2021 | Q3 2022 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HighTower Trust Company, N.A. | 6 | 6 | 0.02% | 0.18% | 0.95% | Q4 2021 | Q1 2023 | 6 |
Biltmore Capital Advisors LLC | 4 | 2 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2021 | 6 |
Concert Wealth Management Inc. | 6 | 6 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 6 |
AQR Capital Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Camelot Portfolios, LLC | 6 | 6 | 0.08% | 0.09% | 0.14% | Q1 2022 | Q2 2023 | 6 |
Bank of New York Mellon Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
FNY Investment Advisers, LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q1 2019 | Q3 2021 | 6 |
SFI Advisors, LLC | 6 | 6 | 0.11% | 0.17% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Global Financial Private Capital, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
1832 Asset Management L.P. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
WMG Financial Advisors, LLC | 5 | 5 | 0.23% | 0.25% | 0.30% | Q4 2021 | Q4 2022 | 5 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Greenwich Investment Management, Inc. | 5 | 5 | 0.16% | 0.21% | 0.24% | Q2 2017 | Q2 2018 | 5 |
Future Financial Wealth Managment LLC | 3 | 2 | 0.04% | 0.20% | 0.31% | Q4 2021 | Q3 2023 | 5 |
BOSTON PRIVATE BANK & TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Addison Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 5 |
TCG Advisors, LP | 4 | 1 | 0.09% | 1.20% | 1.83% | Q4 2018 | Q2 2020 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 5 |
Hunting Hill Global Capital, LLC | 4 | 1 | 0.27% | 1.65% | 6.33% | Q4 2018 | Q4 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.02% | 0.06% | 0.08% | Q3 2014 | Q3 2015 | 5 |
EnTrustPermal Management LLC | 5 | 5 | 0.73% | 1.70% | 2.79% | Q2 2015 | Q2 2016 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.04% | 0.09% | 0.18% | Q3 2022 | Q3 2023 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.01% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 5 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.06% | 0.16% | 0.46% | Q4 2015 | Q3 2018 | 5 |
Smith Affiliated Capital Corp. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2017 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GraniteShares Advisors LLC | 5 | 5 | 1.20% | 1.54% | 1.86% | Q4 2021 | Q4 2022 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
TFS CAPITAL LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q2 2017 | 5 |
CSS LLC/IL | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2015 | 5 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Alpha Cubed Investments, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q2 2019 | 5 |
Ionic Capital Management LLC | 3 | 2 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q2 2018 | 5 |
Harbour Capital Advisors, LLC | 3 | 1 | 0.03% | 0.08% | 0.20% | Q4 2013 | Q1 2017 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Claybrook Capital, LLC | 5 | 5 | 0.06% | 0.25% | 0.32% | Q3 2022 | Q3 2023 | 5 |
First Allied Asset Management, Inc. | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 5 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 4 | 4 | 0.03% | 0.09% | 0.11% | Q4 2013 | Q3 2014 | 4 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Jackson Wealth Management, LLC | 4 | 4 | 0.01% | 0.05% | 0.11% | Q4 2014 | Q3 2015 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.05% | 0.14% | 0.37% | Q4 2015 | Q4 2022 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 4 |
SVB WEALTH LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Autumn Glory Partners, LLC | 4 | 4 | 0.75% | 0.85% | 0.98% | Q4 2021 | Q3 2022 | 4 |
OTA Financial Group L.P. | 2 | 1 | 0.14% | 0.38% | 0.86% | Q1 2016 | Q3 2022 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q4 2022 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2014 | 4 |
Orgel Wealth Management, LLC | 4 | 4 | 0.13% | 0.18% | 0.23% | Q4 2015 | Q3 2016 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Walleye Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.12% | 0.47% | Q2 2019 | Q1 2020 | 4 |
Brick & Kyle, Associates | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2016 | Q1 2017 | 4 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Gainplan LLC | 3 | 1 | 0.08% | 0.10% | 0.11% | Q1 2017 | Q3 2019 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2018 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 4 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2016 | 4 |
KANALY TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Horizon Kinetics | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q4 2018 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.64% | 0.71% | 0.78% | Q4 2022 | Q3 2023 | 4 |
VSR Financial Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2015 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
AKANTHOS CAPITAL MANAGEMENT LLC | 4 | 4 | 1.46% | 3.72% | 5.48% | Q4 2013 | Q3 2014 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CETERA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2015 | Q3 2016 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
FORVIS Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STATE OF WISCONSIN INVESTMENT BOARD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Advisors Preferred, LLC | 3 | 3 | 0.05% | 0.08% | 0.09% | Q4 2013 | Q2 2014 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vivaldi Capital Management LP | 3 | 3 | 0.60% | 0.73% | 0.81% | Q1 2019 | Q3 2019 | 3 |
USCA RIA LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q3 2015 | Q3 2022 | 3 |
Triad Investment Management | 3 | 3 | 0.26% | 0.31% | 0.37% | Q4 2021 | Q2 2022 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Allspring Global Investments Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 3 |
HL FINANCIAL SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Cranbrook Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 3 |
Verition Fund Management LLC | 3 | 3 | 0.14% | 0.22% | 0.27% | Q4 2013 | Q2 2014 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Karp Capital Management Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
6 Meridian | 3 | 3 | 0.17% | 0.19% | 0.21% | Q4 2017 | Q2 2018 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.11% | 0.24% | Q4 2022 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.09% | 0.25% | 0.56% | Q3 2014 | Q3 2022 | 3 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Apollo Management Holdings, L.P. | 2 | 1 | 0.06% | 0.16% | 0.26% | Q3 2015 | Q4 2016 | 3 |
CMG Global Holdings, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
BOYS ARNOLD & CO INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2015 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2016 | 3 |
State of Tennessee, Treasury Department | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
FIDUCIARY TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Beach Point Capital Management LP | 2 | 2 | 5.45% | 5.54% | 5.64% | Q1 2019 | Q2 2019 | 2 |
Stolper Co | 2 | 2 | 0.24% | 0.24% | 0.25% | Q1 2020 | Q2 2020 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
PEAK6 Group LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2013 | Q1 2014 | 2 |
Highlander Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Yakira Capital Management, Inc. | 2 | 2 | 0.16% | 0.37% | 0.58% | Q4 2022 | Q1 2023 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 2 |
MANNING & NAPIER ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.05% | 0.22% | 0.40% | Q2 2014 | Q4 2014 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
Frank, Rimerman Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2016 | 2 |
Cedar Brook Financial Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 2 |
State of New Jersey Common Pension Fund D | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Glassman Wealth Services | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
PT ASSET MANAGEMENT, LLC | 2 | 2 | 0.74% | 0.87% | 1.00% | Q4 2014 | Q1 2015 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Core Wealth Partners LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Eos Management, L.P. | 2 | 2 | 0.18% | 0.50% | 0.82% | Q2 2014 | Q3 2014 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 0.78% | 0.82% | 0.86% | Q3 2015 | Q4 2015 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.04% | 0.18% | 0.31% | Q3 2013 | Q1 2017 | 2 |
Planning Solutions Group LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Holistic Financial Partners | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Ascendant Capital Management, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2021 | Q4 2021 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Robbins Farley | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2013 | Q4 2013 | 1 |
Schoolcraft Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
PARA ADVISORS LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2015 | Q4 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AXS Investments LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Surevest, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
PDS Planning, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Share Andrew L. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Americana Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 4.26% | 4.26% | 4.26% | Q3 2016 | Q3 2016 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2014 | Q3 2014 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
APPLETON PARTNERS INC/MA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
CQS Cayman LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own BLACKROCK CORPOR HI YLD FD I or have owned BLACKROCK CORPOR HI YLD FD I in the past.