Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
LAZARD ASSET MANAGEMENT LLC | 39 | 39 | 0.00% | 0.05% | 0.10% | Q1 2014 | Q3 2023 | 39 |
GUGGENHEIM CAPITAL LLC | 28 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
Creative Planning | 31 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
MARATHON CAPITAL MANAGEMENT | 27 | 8 | 0.12% | 0.27% | 1.18% | Q4 2014 | Q3 2023 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 35 | 35 | 0.00% | 0.06% | 0.17% | Q1 2015 | Q3 2023 | 35 |
1607 Capital Partners, LLC | 34 | 34 | 0.16% | 2.36% | 3.45% | Q2 2013 | Q3 2021 | 34 |
DOLIVER ADVISORS, LP | 17 | 2 | 0.05% | 0.66% | 2.10% | Q1 2013 | Q4 2021 | 33 |
Stratos Wealth Partners, LTD. | 33 | 33 | 0.02% | 0.14% | 0.31% | Q3 2015 | Q3 2023 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Cordasco Financial Network | 31 | 31 | 0.03% | 0.09% | 0.45% | Q4 2014 | Q2 2022 | 31 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 24 | 7 | 0.02% | 0.07% | 0.12% | Q3 2014 | Q3 2023 | 31 |
Private Advisor Group, LLC | 30 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 31 |
Canal Insurance CO | 29 | 29 | 0.37% | 0.56% | 0.70% | Q3 2016 | Q3 2023 | 29 |
Advisors Asset Management, Inc. | 29 | 29 | 0.00% | 0.08% | 0.16% | Q4 2014 | Q4 2021 | 29 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 29 |
WEDBUSH SECURITIES INC | 23 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 29 |
RB Capital Management, LLC | 28 | 28 | 0.02% | 0.83% | 1.96% | Q4 2016 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 28 |
Peak Asset Management, LLC | 21 | 7 | 0.03% | 0.17% | 0.32% | Q4 2014 | Q4 2022 | 28 |
Prospera Financial Services Inc | 18 | 2 | 0.01% | 0.15% | 0.40% | Q1 2016 | Q3 2023 | 28 |
Edmonds Duncan Registered Investment Advisors, LLC | 22 | 6 | 0.18% | 0.28% | 0.39% | Q4 2015 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Stockman Wealth Management, Inc. | 27 | 27 | 0.03% | 0.11% | 0.22% | Q1 2017 | Q3 2023 | 27 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.02% | 0.11% | 0.33% | Q1 2014 | Q3 2023 | 26 |
STIFEL FINANCIAL CORP | 16 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 25 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 25 | 25 | 0.09% | 0.46% | 1.27% | Q2 2013 | Q2 2019 | 25 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2022 | 25 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.05% | 0.11% | 0.25% | Q4 2017 | Q3 2023 | 24 |
THRIVENT FINANCIAL FOR LUTHERANS | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2020 | 24 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.01% | 0.09% | Q2 2015 | Q1 2023 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2019 | 24 |
Sound Income Strategies, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 9 | 1 | 0.01% | 0.26% | 1.47% | Q4 2014 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
CORNERSTONE ADVISORS INC | 23 | 23 | 0.29% | 1.94% | 3.69% | Q3 2013 | Q1 2019 | 23 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 23 |
OPPENHEIMER & CO INC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 23 |
STEPHENS INC /AR/ | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 23 |
Carroll Financial Associates, Inc. | 14 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 22 |
AQR Arbitrage LLC | 9 | 4 | 0.00% | 0.04% | 0.17% | Q1 2015 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 22 |
WINTRUST INVESTMENTS LLC | 18 | 2 | 0.01% | 0.03% | 0.11% | Q2 2016 | Q1 2022 | 22 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 22 |
DEUTSCHE BANK AG\ | 12 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 21 |
CWM, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 21 |
Penn Mutual Asset Management, LLC | 21 | 21 | 0.55% | 2.84% | 7.44% | Q3 2018 | Q3 2023 | 21 |
Focused Wealth Management, Inc | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Matisse Capital | 21 | 21 | 0.24% | 1.29% | 3.26% | Q4 2015 | Q4 2020 | 21 |
Edge Wealth Management LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2021 | 20 |
HighTower Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.15% | 0.24% | 0.35% | Q4 2018 | Q3 2023 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.04% | 0.06% | 0.10% | Q4 2013 | Q3 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
SHEPHERD KAPLAN KROCHUK, LLC | 18 | 2 | 0.08% | 0.26% | 0.44% | Q3 2016 | Q1 2022 | 20 |
Ancora Advisors LLC | 20 | 20 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2020 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.08% | 0.18% | 0.46% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES TRUST N.A. | 10 | 9 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2020 | 19 |
Thomas J. Herzfeld Advisors, Inc. | 19 | 19 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q4 2017 | 19 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.05% | 0.23% | Q4 2014 | Q2 2022 | 19 |
Johnson Financial Group, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.19% | 0.49% | Q4 2015 | Q3 2020 | 18 |
Global Endowment Management, LP | 18 | 18 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2017 | 18 |
Highlander Capital Management, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 18 |
JAMES INVESTMENT RESEARCH INC | 17 | 17 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q1 2020 | 17 |
Sigma Planning Corp | 11 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 17 |
FMR LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
DELTA ASSET MANAGEMENT LLC/TN | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 17 |
Ionic Capital Management LLC | 6 | 1 | 0.02% | 0.08% | 0.16% | Q4 2014 | Q4 2020 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Oxbow Advisors, LLC | 14 | 2 | 0.01% | 0.30% | 0.80% | Q2 2015 | Q4 2019 | 16 |
1832 Asset Management L.P. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q1 2020 | 16 |
Baird Financial Group, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Hanson & Doremus Investment Management | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
Karpus Management, Inc. | 8 | 4 | 0.00% | 0.15% | 0.58% | Q4 2014 | Q3 2023 | 16 |
Walleye Capital LLC | 8 | 3 | 0.00% | 0.03% | 0.13% | Q1 2019 | Q2 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Vontobel Swiss Wealth Advisors AG | 15 | 15 | 0.05% | 1.79% | 2.79% | Q3 2015 | Q1 2019 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.09% | 0.12% | 0.17% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BANK OF MONTREAL /CAN/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
MERIDIAN INVESTMENT COUNSEL INC. | 14 | 14 | 0.05% | 0.07% | 0.09% | Q1 2017 | Q2 2020 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
US BANCORP \DE\ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 14 |
GEODE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
NORTHERN TRUST CORP | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 13 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2023 | 13 |
DUBUQUE BANK & TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Commonwealth Equity Services, Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2017 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Allworth Financial LP | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2022 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2021 | 12 |
Strategic Advisors LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Walleye Trading LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 12 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 12 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 12 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Smithfield Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2016 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
TFS CAPITAL LLC | 3 | 1 | 0.03% | 0.09% | 0.19% | Q2 2013 | Q2 2017 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
ROYCE & ASSOCIATES LP | 8 | 3 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 11 |
Pinnacle Bancorp, Inc. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2021 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.48% | 1.01% | 1.46% | Q4 2020 | Q2 2023 | 11 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 10 |
INGALLS & SNYDER LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Intellectus Partners, LLC | 10 | 10 | 0.07% | 0.41% | 0.63% | Q2 2021 | Q3 2023 | 10 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 10 | 10 | 0.06% | 0.09% | 0.14% | Q1 2014 | Q2 2016 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
BANK OF NOVA SCOTIA | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2018 | 10 |
PATTON ALBERTSON MILLER GROUP, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 10 | 10 | 0.08% | 0.15% | 0.22% | Q3 2018 | Q4 2020 | 10 |
RMB Capital Management, LLC | 4 | 2 | 0.01% | 0.06% | 0.14% | Q4 2015 | Q4 2020 | 10 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 6 | 4 | 0.00% | 0.09% | 0.18% | Q1 2020 | Q4 2022 | 10 |
San Luis Wealth Advisors LLC | 9 | 1 | 0.11% | 0.32% | 0.62% | Q4 2020 | Q3 2023 | 10 |
KING INVESTMENT ADVISORS INC/TX | 9 | 9 | 0.12% | 0.41% | 0.55% | Q2 2013 | Q2 2015 | 9 |
Coe Capital Management, LLC | 4 | 2 | 0.12% | 0.25% | 0.49% | Q2 2013 | Q3 2016 | 9 |
Realta Investment Advisors | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 9 |
Formidable Asset Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q1 2016 | 9 |
NEWGATE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.17% | 1.86% | 3.76% | Q4 2013 | Q4 2015 | 9 |
Farmers & Merchants Trust Co of Chambersburg PA | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Waverly Advisors, LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q2 2019 | 9 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 9 | 9 | 1.33% | 4.48% | 6.59% | Q2 2015 | Q2 2017 | 9 |
Leisure Capital Management | 5 | 4 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 | 9 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Shulman DeMeo Asset Management LLC | 9 | 9 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2020 | 9 |
Quantedge Capital Pte Ltd | 5 | 1 | 0.09% | 0.53% | 2.17% | Q4 2020 | Q3 2023 | 9 |
FirstPurpose Wealth LLC | 8 | 8 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 8 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cardan Capital Partners, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q4 2017 | 8 |
COHEN & STEERS, INC. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 8 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 8 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 8 |
Claraphi Advisory Network, LLC | 6 | 1 | 0.01% | 0.19% | 0.48% | Q2 2018 | Q3 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.03% | 0.08% | 0.13% | Q4 2020 | Q3 2022 | 8 |
FIDUCIARY TRUST INTERNATIONAL LLC | 8 | 8 | 0.24% | 0.28% | 0.33% | Q2 2017 | Q1 2019 | 8 |
PENN MUTUAL LIFE INSURANCE CO | 5 | 2 | 1.34% | 2.78% | 4.91% | Q3 2016 | Q2 2018 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.25% | 0.61% | Q2 2013 | Q4 2014 | 7 |
FIRST TRUST ADVISORS LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
6 Meridian | 6 | 1 | 0.05% | 0.13% | 0.24% | Q4 2017 | Q1 2020 | 7 |
West Oak Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Westside Investment Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Atlas Private Wealth Advisors | 7 | 7 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Aviance Capital Partners, LLC | 7 | 7 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q4 2014 | 7 |
CSS LLC/IL | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2020 | 7 |
Investors Capital Advisory Services | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q2 2016 | 7 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q1 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
AQR Capital Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.16% | 0.34% | 0.53% | Q2 2013 | Q4 2014 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Advisory Alpha, LLC | 6 | 1 | 0.03% | 0.50% | 0.77% | Q2 2017 | Q1 2021 | 7 |
Anchor Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2018 | 6 |
Stolper Co | 4 | 2 | 0.04% | 0.18% | 0.30% | Q1 2020 | Q3 2023 | 6 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 6 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q2 2020 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2019 | 6 |
Bradley & Co. Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
HUNTINGTON NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Claro Advisors LLC | 6 | 6 | 0.07% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 6 |
MML INVESTORS SERVICES, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Evolution Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Relative Value Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q1 2015 | 5 |
Krilogy Financial LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 5 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 5 |
NINE MASTS CAPITAL Ltd | 3 | 1 | 0.10% | 0.22% | 0.37% | Q4 2016 | Q3 2018 | 5 |
Arete Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.40% | 0.58% | Q2 2014 | Q2 2023 | 5 |
HOEY INVESTMENTS, INC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2016 | 5 |
Greytown Advisors Inc. | 5 | 5 | 0.43% | 0.60% | 0.90% | Q4 2020 | Q4 2021 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Vanguard Capital Wealth Advisors | 4 | 1 | 0.12% | 0.33% | 0.55% | Q4 2017 | Q3 2023 | 5 |
SII INVESTMENTS INC/WI | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Alexandria Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Cornerstone Advisors, LLC | 5 | 5 | 0.47% | 0.66% | 0.82% | Q4 2019 | Q4 2020 | 5 |
Logan Stone Capital, LLC | 3 | 1 | 0.10% | 0.28% | 0.55% | Q4 2021 | Q1 2023 | 4 |
Jolley Asset Management, LLC | 3 | 1 | 0.05% | 0.46% | 0.89% | Q3 2015 | Q1 2020 | 4 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 4 | 4 | 0.04% | 1.43% | 4.62% | Q4 2014 | Q3 2015 | 4 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 4 |
Round Table Services, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q1 2016 | Q4 2016 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
180 WEALTH ADVISORS, LLC | 4 | 4 | 0.19% | 0.35% | 0.54% | Q4 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2021 | 4 |
Intrinsic Edge Capital Management LLC | 3 | 1 | 0.08% | 0.16% | 0.32% | Q4 2016 | Q3 2020 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
MANCHESTER FINANCIAL INC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 4 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 4 |
Saba Capital Management, L.P. | 4 | 4 | 0.03% | 0.19% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.10% | 0.25% | Q4 2015 | Q4 2022 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 4 |
IBEX WEALTH ADVISORS | 3 | 3 | 0.20% | 0.22% | 0.26% | Q4 2019 | Q2 2020 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.07% | 0.09% | 0.10% | Q4 2014 | Q2 2015 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 3 |
Detwiler Fenton Investment Management LLC | 3 | 3 | 2.07% | 2.41% | 2.79% | Q1 2011 | Q3 2011 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Samalin Investment Counsel, LLC | 3 | 3 | 0.07% | 0.11% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.15% | 0.29% | 0.40% | Q1 2021 | Q3 2023 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
CX Institutional | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 3 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q1 2021 | 3 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
DRW Securities, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 3 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.23% | 0.37% | 0.54% | Q2 2021 | Q3 2023 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 3 |
C-J Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 3 |
WNY Asset Management, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
HBK INVESTMENTS L P | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
PFG Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 2 |
Cannell Capital | 2 | 2 | 0.23% | 0.26% | 0.28% | Q3 2015 | Q4 2015 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 2 |
Forty4 Asset Management LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2013 | Q4 2013 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Gramercy Funds Management LLC | 2 | 2 | 0.16% | 0.33% | 0.50% | Q1 2016 | Q2 2016 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Capital Wealth Alliance, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Odey Asset Management Group Ltd | 2 | 2 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q2 2014 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Relative Value Partners Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Horizon Kinetics | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 2 |
Family Asset Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q4 2018 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.01% | 0.09% | 0.18% | Q2 2018 | Q3 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.03% | 0.07% | 0.11% | Q1 2016 | Q2 2016 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2019 | 2 |
WELCH & FORBES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bulldog Investors, LLP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2015 | Q4 2015 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Almitas Capital LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2023 | Q2 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2014 | Q4 2014 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Arbiter Partners Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CHOREO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Leibman Financial Services, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2023 | Q4 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2013 | Q4 2013 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own BLACKROCK RES & COMM STRAT T or have owned BLACKROCK RES & COMM STRAT T in the past.