Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WealthTrust Axiom LLC | 42 | 42 | 0.48% | 0.82% | 1.10% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BRYN MAWR TRUST Co | 41 | 41 | 0.01% | 0.15% | 0.41% | Q1 2013 | Q1 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2023 | 41 |
Cetera Advisor Networks LLC | 22 | 18 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.03% | 0.22% | 0.61% | Q4 2013 | Q3 2023 | 40 |
Blume Capital Management, Inc. | 40 | 40 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Invesco Ltd. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
Cetera Advisors LLC | 22 | 17 | 0.02% | 0.07% | 0.15% | Q4 2013 | Q3 2023 | 39 |
D.A. DAVIDSON & CO. | 39 | 39 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 39 |
Janney Montgomery Scott LLC | 29 | 10 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 39 |
COHEN & STEERS, INC. | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
FOSTER & MOTLEY INC | 36 | 36 | 0.01% | 0.07% | 0.34% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 33 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 36 |
Cordasco Financial Network | 35 | 35 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2022 | 35 |
STIFEL FINANCIAL CORP | 32 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 35 |
Allworth Financial LP | 34 | 34 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 34 |
GUGGENHEIM CAPITAL LLC | 17 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 33 |
1607 Capital Partners, LLC | 33 | 33 | 0.09% | 0.78% | 1.34% | Q4 2013 | Q4 2021 | 33 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 12 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 32 |
DOLIVER ADVISORS, LP | 17 | 3 | 0.04% | 0.40% | 1.65% | Q2 2013 | Q2 2023 | 32 |
Edmonds Duncan Registered Investment Advisors, LLC | 32 | 32 | 0.14% | 0.50% | 1.27% | Q4 2015 | Q3 2023 | 32 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 24 | 1 | 0.02% | 0.18% | 0.73% | Q4 2013 | Q3 2023 | 31 |
Brinker Capital Investments, LLC | 29 | 29 | 0.00% | 0.10% | 0.23% | Q2 2015 | Q2 2022 | 29 |
SIGNET FINANCIAL MANAGEMENT, LLC | 29 | 29 | 0.03% | 0.05% | 0.09% | Q4 2014 | Q4 2021 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 29 |
Pacific Wealth Strategies Group, Inc. | 28 | 28 | 0.10% | 0.81% | 2.50% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.32% | 0.48% | 0.62% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q1 2020 | 28 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 27 |
WOLVERINE ASSET MANAGEMENT LLC | 13 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 27 |
WINTRUST INVESTMENTS LLC | 19 | 8 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 27 | 27 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 27 |
Sigma Planning Corp | 24 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 14 | 11 | 0.01% | 0.02% | 0.07% | Q2 2014 | Q4 2021 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 25 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.03% | 0.19% | 0.46% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
DAVENPORT & Co LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
REGIONS FINANCIAL CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
SHEPHERD KAPLAN KROCHUK, LLC | 24 | 24 | 0.06% | 0.18% | 0.37% | Q2 2016 | Q1 2022 | 24 |
B. Riley Wealth Advisors, Inc. | 10 | 5 | 0.00% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 24 |
Baird Financial Group, Inc. | 18 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 24 |
CORNERSTONE ADVISORS INC | 23 | 23 | 0.71% | 1.73% | 2.65% | Q3 2013 | Q1 2019 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 23 |
US BANCORP \DE\ | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 23 |
SCOTIA CAPITAL INC. | 14 | 9 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2020 | 23 |
Financial Advocates Investment Management | 22 | 22 | 0.01% | 0.05% | 0.30% | Q4 2017 | Q1 2023 | 22 |
Matisse Capital | 22 | 22 | 0.06% | 0.88% | 2.67% | Q4 2015 | Q1 2021 | 22 |
HL FINANCIAL SERVICES LLC | 22 | 22 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2019 | 22 |
Global Endowment Management, LP | 16 | 6 | 0.06% | 0.19% | 0.30% | Q3 2013 | Q4 2021 | 22 |
OPPENHEIMER & CO INC | 19 | 2 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CENTAURUS FINANCIAL, INC. | 19 | 1 | 0.01% | 0.20% | 0.86% | Q2 2018 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
BlackRock Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.38% | 0.64% | 0.83% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
MGO ONE SEVEN LLC | 16 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 20 |
IHT Wealth Management, LLC | 20 | 20 | 0.01% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Claraphi Advisory Network, LLC | 19 | 19 | 0.16% | 0.30% | 0.51% | Q4 2017 | Q2 2022 | 19 |
BROOKS, MOORE & ASSOCIATES, INC. | 19 | 19 | 0.12% | 0.18% | 0.24% | Q4 2018 | Q2 2023 | 19 |
Quad-Cities Investment Group, LLC | 19 | 19 | 0.10% | 0.16% | 0.28% | Q1 2018 | Q3 2022 | 19 |
AQR Arbitrage LLC | 8 | 3 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 19 |
Shaker Financial Services, LLC | 8 | 1 | 0.06% | 0.28% | 0.72% | Q3 2013 | Q3 2023 | 19 |
Holistic Financial Partners | 8 | 1 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 19 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 19 |
TSFG, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 18 | 18 | 0.03% | 0.24% | 0.56% | Q3 2014 | Q4 2018 | 18 |
M&T BANK CORP | 18 | 18 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Pinnacle Wealth Planning Services, Inc. | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES TRUST N.A. | 10 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 18 |
Nuveen Asset Management, LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 17 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Cutler Group LLC / CA | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 17 |
Windsor Financial Group, LLC | 17 | 17 | 0.85% | 1.22% | 1.50% | Q2 2013 | Q2 2017 | 17 |
RMB Capital Management, LLC | 11 | 2 | 0.01% | 0.06% | 0.17% | Q4 2015 | Q4 2020 | 17 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.47% | 0.98% | 1.37% | Q4 2019 | Q3 2023 | 16 |
GOLDMAN SACHS GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2020 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q3 2023 | 16 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.05% | 0.32% | 0.83% | Q4 2013 | Q1 2018 | 16 |
Stolper Co | 15 | 15 | 0.17% | 0.35% | 0.63% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PINNACLE FINANCIAL PARTNERS INC | 12 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 15 |
GEODE CAPITAL MANAGEMENT, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 15 |
Cooper Financial Group | 15 | 15 | 0.07% | 0.25% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Vantage Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 14 |
Hudock, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.01% | 0.03% | 0.10% | Q1 2016 | Q2 2019 | 14 |
Cypress Capital Management LLC (WY) | 14 | 14 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q1 2018 | 14 |
BDO Wealth Advisors, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 14 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.05% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 14 |
Selective Wealth Management, Inc. | 13 | 1 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2022 | 14 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 8 | 1 | 0.02% | 0.32% | 0.88% | Q3 2015 | Q2 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
WFG Advisors, LP | 10 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2016 | 13 |
Wealthspire Advisors, L.P. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 13 |
QUATTRO FINANCIAL ADVISORS LLC | 5 | 1 | 0.03% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 13 |
CREDIT SUISSE AG/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2016 | 13 |
Joel Isaacson & Co., LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q1 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Walleye Trading LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 13 |
FMR LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Investors Capital Advisory Services | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q2 2016 | 12 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Oxbow Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q1 2020 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Focused Wealth Management, Inc | 11 | 11 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2016 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q4 2022 | 11 |
TFS CAPITAL LLC | 4 | 1 | 0.01% | 0.05% | 0.08% | Q3 2013 | Q2 2017 | 11 |
VSR Financial Services, Inc. | 10 | 10 | 0.02% | 0.08% | 0.18% | Q1 2014 | Q2 2016 | 10 |
Hoxton Financial, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q3 2022 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 10 | 10 | 0.01% | 0.04% | 0.05% | Q1 2020 | Q2 2022 | 10 |
BROWN ADVISORY INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Wealthstreet Investment Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
SeaCrest Wealth Management, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 9 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 9 |
HIGH POINT BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Cardan Capital Partners, LLC | 8 | 8 | 0.09% | 0.13% | 0.16% | Q1 2018 | Q4 2019 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2020 | 8 |
CULLEN/FROST BANKERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
McGowan Group Asset Management, Inc. | 8 | 8 | 2.85% | 3.13% | 3.55% | Q4 2014 | Q3 2016 | 8 |
MML INVESTORS SERVICES, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 8 |
Marks Group Wealth Management, Inc | 8 | 8 | 0.16% | 0.18% | 0.23% | Q4 2019 | Q3 2021 | 8 |
CONNING INC. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
HUNTINGTON NATIONAL BANK | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q3 2023 | 8 |
Gemmer Asset Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 7 |
NATIONAL PLANNING CORP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
L & S Advisors Inc | 7 | 7 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q4 2017 | 7 |
Kistler-Tiffany Companies, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2020 | 7 |
AQR Capital Management | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q4 2014 | 7 |
WNY Asset Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Cornerstone Advisors, LLC | 5 | 2 | 0.04% | 0.77% | 1.44% | Q4 2019 | Q3 2021 | 7 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
DF DENT & CO INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Quantedge Capital Pte Ltd | 5 | 2 | 0.05% | 0.81% | 3.25% | Q4 2020 | Q2 2023 | 7 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.04% | 0.12% | Q3 2020 | Q1 2023 | 7 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q4 2021 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Gradient Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 7 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 7 | 7 | 0.28% | 0.41% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.13% | 0.14% | 0.15% | Q4 2020 | Q2 2022 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FIDUCIARY TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Point View Wealth Management, Inc. | 6 | 6 | 0.43% | 0.48% | 0.59% | Q3 2019 | Q4 2020 | 6 |
MJP ASSOCIATES INC /ADV | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 6 |
EverSource Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Certified Advisory Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EP Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 6 |
Weiss Asset Management LP | 2 | 1 | 0.00% | 0.07% | 0.17% | Q4 2015 | Q1 2023 | 6 |
CERTUITY, LLC | 6 | 6 | 0.07% | 0.11% | 0.24% | Q4 2020 | Q1 2022 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Spectrum Asset Management, Inc. (NB/CA) | 6 | 6 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.08% | 0.16% | Q1 2022 | Q2 2023 | 6 |
6 Meridian | 4 | 2 | 0.10% | 0.14% | 0.17% | Q1 2018 | Q3 2019 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 6 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 6 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
MOTCO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 6 |
Bison Wealth, LLC | 3 | 2 | 0.01% | 0.08% | 0.13% | Q2 2015 | Q3 2023 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Alerus Investment Advisors Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 5 |
GLENMEDE TRUST CO NA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Round Table Services, LLC | 4 | 1 | 0.02% | 0.06% | 0.08% | Q3 2018 | Q4 2019 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Leisure Capital Management | 4 | 1 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q3 2022 | 5 |
Private Capital Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sargent Bickham Lagudis LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 5 |
Fiduciary Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LINCOLN NATIONAL CORP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 5 |
Cerity Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Elequin Capital, LP | 4 | 4 | 0.05% | 0.12% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Future Financial Wealth Managment LLC | 4 | 4 | 0.10% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.03% | 0.27% | 0.88% | Q1 2016 | Q4 2016 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
SFI Advisors, LLC | 4 | 4 | 0.38% | 0.42% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2018 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
A. D. Beadell Investment Counsel, Inc. | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q1 2014 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2015 | Q3 2016 | 4 |
Coe Capital Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.09% | Q4 2015 | Q3 2016 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Saba Capital Management, L.P. | 3 | 1 | 0.01% | 0.17% | 0.30% | Q4 2017 | Q1 2023 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.00% | 0.38% | 0.61% | Q1 2019 | Q4 2019 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 4 |
Occidental Asset Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
&PARTNERS | 4 | 4 | 0.29% | 0.30% | 0.30% | Q4 2018 | Q3 2019 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 4 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.02% | 0.13% | 0.27% | Q1 2022 | Q3 2023 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2015 | Q3 2016 | 4 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q2 2019 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 3 |
Balboa Wealth Partners | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q2 2023 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
OTA Financial Group L.P. | 2 | 1 | 0.28% | 0.33% | 0.41% | Q1 2016 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2013 | Q3 2013 | 3 |
ADVOCATE GROUP LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 3 |
Retirement Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q3 2018 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
FNY Investment Advisers, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2021 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
ISLAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q4 2022 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
SIT INVESTMENT ASSOCIATES INC | 3 | 3 | 0.05% | 0.80% | 1.33% | Q1 2023 | Q3 2023 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q2 2014 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
USCA RIA LLC | 3 | 3 | 0.06% | 0.13% | 0.17% | Q3 2014 | Q1 2015 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.16% | 0.24% | 0.31% | Q1 2023 | Q3 2023 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q1 2017 | 3 |
Capital Analysts, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Lido Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 3 |
Yakira Capital Management, Inc. | 3 | 3 | 0.16% | 0.23% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
HBK INVESTMENTS L P | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 2 |
EULAV Asset Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2016 | 2 |
1919 Investment Counsel, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 2 |
CSS LLC/IL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Roumell Asset Management, LLC | 2 | 2 | 3.57% | 3.82% | 4.06% | Q2 2023 | Q3 2023 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 2 |
BOENNING & SCATTERGOOD, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
NWAM LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q3 2017 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Wealth Alliance Advisory Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.16% | 0.32% | 0.49% | Q4 2022 | Q1 2023 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q1 2023 | 2 |
RAY GERALD L & ASSOCIATES LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
XTX Topco Ltd | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Benchmark Wealth Management, LLC | 2 | 2 | 0.22% | 0.26% | 0.29% | Q4 2019 | Q1 2020 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q2 2016 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
abrdn plc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Quarry LP | 2 | 2 | 0.15% | 0.19% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Karpus Management, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Jolley Asset Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2019 | Q1 2020 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Forty4 Asset Management LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2013 | Q4 2013 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.08% | 0.44% | 0.79% | Q2 2023 | Q3 2023 | 2 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.37% | 3.37% | 3.37% | Q1 2014 | Q1 2014 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wilmington Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Tradewinds Global Investors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Dakota Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
First Personal Financial Services | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
KHP Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own CBRE CLARION GLOBAL REAL EST or have owned CBRE CLARION GLOBAL REAL EST in the past.