Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
ROYAL BANK OF CANADA | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
Advisors Asset Management, Inc. | 45 | 45 | 0.03% | 0.18% | 0.38% | Q2 2013 | Q2 2024 | 45 |
LPL Financial LLC | 45 | 45 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 45 |
B. Riley Wealth Advisors, Inc. | 45 | 45 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q2 2024 | 45 |
BANK OF AMERICA CORP /DE/ | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
Invesco Ltd. | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
PNC FINANCIAL SERVICES GROUP, INC. | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
GUGGENHEIM CAPITAL LLC | 45 | 45 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q2 2024 | 45 |
Cambridge Investment Research Advisors, Inc. | 45 | 45 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q2 2024 | 45 |
COHEN & STEERS, INC. | 43 | 43 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2024 | 43 |
HOLLENCREST CAPITAL MANAGEMENT | 43 | 43 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q2 2024 | 43 |
US BANCORP \DE\ | 30 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2024 | 41 |
Private Advisor Group, LLC | 24 | 16 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2024 | 40 |
RAYMOND JAMES & ASSOCIATES | 37 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2024 | 39 |
UBS Group AG | 39 | 39 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2024 | 39 |
D.A. DAVIDSON & CO. | 15 | 9 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2024 | 38 |
Advisory Services Network, LLC | 30 | 7 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q2 2024 | 37 |
WHITTIER TRUST CO OF NEVADA INC | 36 | 1 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q2 2024 | 37 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 35 |
Raymond James Financial Services Advisors, Inc. | 33 | 2 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q2 2024 | 35 |
Geneos Wealth Management Inc. | 34 | 34 | 0.01% | 0.03% | 0.09% | Q1 2016 | Q2 2024 | 34 |
Barrett Asset Management, LLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 18 | 7 | 0.00% | 0.11% | 0.47% | Q2 2013 | Q2 2024 | 34 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
AMERIPRISE FINANCIAL INC | 30 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 32 |
Shaker Financial Services, LLC | 19 | 1 | 0.14% | 1.31% | 3.47% | Q2 2013 | Q2 2024 | 31 |
WEBSTER BANK, N. A. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2024 | 31 |
Ancora Advisors LLC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2024 | 31 |
CFO4Life Group, LLC | 30 | 30 | 0.10% | 0.19% | 0.51% | Q1 2017 | Q2 2024 | 30 |
Institute for Wealth Management, LLC. | 29 | 29 | 0.04% | 0.07% | 0.13% | Q2 2017 | Q2 2024 | 29 |
FIFTH THIRD BANCORP | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2024 | 28 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Karpus Management, Inc. | 7 | 1 | 0.01% | 0.32% | 0.76% | Q2 2013 | Q2 2024 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2024 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
STIFEL FINANCIAL CORP | 26 | 26 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2024 | 26 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 25 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 25 | 25 | 0.18% | 0.34% | 0.50% | Q2 2013 | Q2 2019 | 25 |
Steward Partners Investment Advisory, LLC | 21 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2024 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2024 | 24 |
Allworth Financial LP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
1607 Capital Partners, LLC | 23 | 23 | 0.08% | 0.46% | 0.59% | Q4 2016 | Q2 2022 | 23 |
Eukles Asset Management | 23 | 23 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2024 | 23 |
Legacy Bridge, LLC | 23 | 23 | 0.02% | 0.02% | 0.05% | Q4 2018 | Q2 2024 | 23 |
FIDUCIARY TRUST INTERNATIONAL LLC | 13 | 10 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q1 2019 | 23 |
Cetera Advisor Networks LLC | 21 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q4 2023 | 22 |
Shulman DeMeo Asset Management LLC | 11 | 11 | 0.11% | 0.15% | 0.25% | Q4 2018 | Q2 2024 | 22 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 22 |
BANK OF MONTREAL /CAN/ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 22 |
Janney Montgomery Scott LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2024 | 21 |
USCA RIA LLC | 21 | 21 | 0.05% | 0.14% | 0.19% | Q2 2016 | Q2 2021 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
FORT PITT CAPITAL GROUP, LLC | 20 | 20 | 0.60% | 1.07% | 1.66% | Q3 2019 | Q2 2024 | 20 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2024 | 20 |
BRYN MAWR TRUST Co | 19 | 19 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2021 | 19 |
Vanguard Capital Wealth Advisors | 10 | 9 | 0.20% | 0.38% | 0.48% | Q4 2017 | Q1 2023 | 19 |
Bogart Wealth, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2024 | 19 |
Claraphi Advisory Network, LLC | 19 | 19 | 0.06% | 0.14% | 0.24% | Q4 2017 | Q2 2022 | 19 |
Sunbelt Securities, Inc. | 19 | 19 | 0.02% | 0.12% | 0.23% | Q4 2019 | Q2 2024 | 19 |
VICUS CAPITAL | 19 | 19 | 0.03% | 0.06% | 0.08% | Q2 2014 | Q4 2018 | 19 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 18 | 18 | 0.01% | 0.09% | 0.36% | Q1 2020 | Q2 2024 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2024 | 18 |
DT Investment Partners, LLC | 10 | 8 | 0.01% | 0.25% | 0.50% | Q4 2013 | Q2 2024 | 18 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 18 |
TRUIST FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2024 | 18 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.04% | Q4 2018 | Q4 2023 | 18 |
Coastal Bridge Advisors, LLC | 17 | 1 | 0.06% | 0.09% | 0.12% | Q2 2017 | Q4 2021 | 18 |
Avior Wealth Management, LLC | 17 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2023 | 18 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2024 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Sheaff Brock Investment Advisors, LLC | 13 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2022 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q2 2017 | 17 |
Hexagon Capital Partners LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2024 | 16 |
Carroll Financial Associates, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2019 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
David J Yvars Group | 15 | 15 | 0.30% | 0.45% | 0.77% | Q4 2020 | Q2 2024 | 15 |
Stratos Wealth Partners, LTD. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2020 | 13 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2024 | 13 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.01% | 0.10% | 0.27% | Q4 2013 | Q2 2024 | 13 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q4 2023 | 13 |
Lenox Wealth Advisors, LLC | 12 | 12 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q1 2022 | 12 |
BALDWIN WEALTH PARTNERS LLC/MA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2018 | 12 |
Estabrook Capital Management | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
U.S. Capital Wealth Advisors, LLC | 12 | 12 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q2 2024 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2024 | 12 |
NewSquare Capital LLC | 12 | 12 | 0.30% | 0.34% | 0.38% | Q2 2013 | Q1 2016 | 12 |
WEDBUSH SECURITIES INC | 10 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2024 | 12 |
TBH Global Asset Management, LLC | 12 | 12 | 0.07% | 0.14% | 0.18% | Q1 2021 | Q4 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
SEI INVESTMENTS CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
SevenBridge Financial Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 11 |
Cetera Investment Advisers | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2024 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2021 | 11 |
CPWM, LLC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q4 2018 | 11 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.09% | 0.44% | 1.00% | Q1 2013 | Q2 2020 | 11 |
BARCLAYS PLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2019 | 10 |
BANK OF NOVA SCOTIA | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2018 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 10 |
NATIONAL PLANNING CORP | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 10 |
CFO4Life, L.P. | 9 | 1 | 0.11% | 1.00% | 1.53% | Q4 2014 | Q4 2022 | 10 |
Integrated Wealth Concepts LLC | 9 | 1 | 0.01% | 0.06% | 0.10% | Q1 2021 | Q2 2024 | 10 |
Lee Financial Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 10 |
Eudaimonia Partners, LLC | 7 | 3 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q1 2024 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Next Level Private LLC | 8 | 2 | 0.35% | 0.46% | 0.56% | Q4 2021 | Q2 2024 | 10 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 10 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2024 | 10 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 9 |
Alexandria Capital, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
ADVISOR PARTNERS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Financial Architects, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 9 |
WFG Advisors, LP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Arlington Capital Management, Inc. | 8 | 1 | 0.20% | 0.65% | 1.86% | Q2 2015 | Q4 2019 | 9 |
Atria Wealth Solutions, Inc. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2024 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Blue Trust, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2022 | 8 |
Sargent Bickham Lagudis LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 8 |
LVZ, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q2 2024 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2019 | 8 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2024 | 8 |
AQR Capital Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2014 | 7 |
VALLEY NATIONAL ADVISERS INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.06% | 0.17% | 0.37% | Q2 2013 | Q4 2014 | 7 |
Roble, Belko & Company, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.14% | 0.24% | Q2 2013 | Q4 2014 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Innova Wealth Partners | 7 | 7 | 0.18% | 0.23% | 0.25% | Q3 2021 | Q1 2023 | 7 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2023 | 7 |
OTA Financial Group L.P. | 1 | 1 | 0.20% | 0.33% | 0.84% | Q2 2013 | Q3 2022 | 7 |
Curi RMB Capital, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q2 2018 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Dana Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2016 | 7 |
Roof Advisory Group, Inc. | 7 | 7 | 4.52% | 5.33% | 6.05% | Q4 2017 | Q2 2019 | 7 |
Csenge Advisory Group | 7 | 7 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q4 2022 | 7 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Pointe Capital Management LLC | 5 | 1 | 0.02% | 0.14% | 0.22% | Q1 2015 | Q1 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q4 2021 | 6 |
HOEY INVESTMENTS, INC | 6 | 6 | 0.00% | 0.02% | 0.06% | Q3 2022 | Q4 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q2 2018 | 6 |
Allegis Investment Advisors, LLC | 6 | 6 | 0.06% | 0.09% | 0.13% | Q4 2015 | Q1 2017 | 6 |
Atomi Financial Group, Inc. | 6 | 6 | 0.02% | 0.07% | 0.13% | Q1 2023 | Q2 2024 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 6 |
MUFG Americas Holdings Corp | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 6 |
TRUST CO OF VERMONT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
AQR Arbitrage LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q1 2021 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 5 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 5 |
1832 Asset Management L.P. | 5 | 5 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Leelyn Smith, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 5 |
HighTower Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BOK Financial Private Wealth, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
MONEY CONCEPTS CAPITAL CORP | 3 | 1 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q2 2024 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
SHEPHERD KAPLAN KROCHUK, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q2 2014 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.30% | 0.31% | 0.33% | Q2 2013 | Q1 2014 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.01% | 0.13% | 0.38% | Q4 2015 | Q3 2016 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
Full Value Advisors, LLC | 4 | 4 | 0.31% | 0.69% | 1.34% | Q4 2006 | Q3 2007 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Key FInancial Inc | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2024 | 4 |
CORNERSTONE ADVISORS INC | 3 | 1 | 0.11% | 0.34% | 0.50% | Q2 2013 | Q4 2016 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q2 2024 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.49% | 0.71% | 0.80% | Q2 2013 | Q1 2014 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.08% | 0.14% | Q3 2022 | Q2 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q4 2022 | 4 |
Richard C. Young & CO., LTD. | 4 | 4 | 0.71% | 0.85% | 1.22% | Q2 2013 | Q1 2014 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.00% | 0.06% | 0.09% | Q2 2013 | Q1 2014 | 4 |
Patriot Financial Group Insurance Agency, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q1 2019 | 4 |
Financial Security Advisor, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2023 | Q2 2024 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.05% | 0.07% | Q1 2020 | Q4 2020 | 4 |
Relative Value Partners, LLC | 4 | 4 | 0.42% | 0.46% | 0.49% | Q2 2013 | Q1 2014 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.18% | 0.20% | 0.23% | Q4 2023 | Q2 2024 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.03% | 0.10% | 0.15% | Q4 2017 | Q3 2018 | 3 |
Visium Asset Management, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
NWAM LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2012 | Q4 2012 | 3 |
Genesee Capital Advisors, LLC | 3 | 3 | 0.18% | 0.21% | 0.24% | Q4 2023 | Q2 2024 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Gemmer Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Gerstein Fisher | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q4 2023 | Q2 2024 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.19% | 0.42% | 0.79% | Q4 2022 | Q2 2023 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q1 2020 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Private Capital Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Camelot Portfolios, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q4 2013 | 3 |
Valentine Capital Asset Management, Inc. | 3 | 3 | 0.23% | 0.27% | 0.32% | Q4 2011 | Q2 2012 | 3 |
Pathstone Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
MARINER INVESTMENT GROUP LLC | 2 | 1 | 0.06% | 0.43% | 0.82% | Q4 2014 | Q1 2017 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Tyche Wealth Partners LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2023 | Q2 2024 | 3 |
NEWGATE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.47% | 0.72% | 0.87% | Q2 2013 | Q4 2013 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q1 2024 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 3 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q4 2014 | 3 |
CX Institutional | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2023 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Team Financial Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2023 | Q4 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Smartleaf Asset Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CITY HOLDING CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Flow State Investments, L.P. | 2 | 2 | 0.16% | 0.21% | 0.27% | Q1 2024 | Q2 2024 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2024 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.08% | 0.16% | 0.24% | Q4 2016 | Q1 2017 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Stonebrook Private Inc. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2023 | Q1 2024 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q2 2024 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 0.17% | 0.20% | 0.24% | Q1 2020 | Q2 2020 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q2 2017 | 2 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2022 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Able Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Diversified, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Cornerstone Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2024 | Q2 2024 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
United Community Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TPG Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2024 | Q2 2024 | 1 |
Chemistry Wealth Management LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
TSFG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Triad Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Stillwater Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Abich Financial Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Steigerwald, Gordon & Koch Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2018 | Q1 2018 | 1 |
ASHTON THOMAS SECURITIES, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2024 | Q2 2024 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
C-J Advisory, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Vermillion & White Wealth Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own BLACKROCK ENH CAP & INC FD I or have owned BLACKROCK ENH CAP & INC FD I in the past.