Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 26 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 43 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.05% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.03% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WealthTrust Axiom LLC | 42 | 42 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 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 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 27 | 14 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 30 | 11 | 0.07% | 0.25% | 0.50% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 22 | 19 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
RAYMOND JAMES TRUST N.A. | 33 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 18 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Invesco Ltd. | 38 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
D.A. DAVIDSON & CO. | 24 | 15 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Cetera Advisor Networks LLC | 22 | 16 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 38 |
Dana Investment Advisors, Inc. | 38 | 38 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2022 | 38 |
HUNTINGTON NATIONAL BANK | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 38 |
M&T BANK CORP | 31 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
BANK OF MONTREAL /CAN/ | 32 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 36 |
Aviance Capital Partners, LLC | 36 | 36 | 0.05% | 0.37% | 0.47% | Q4 2014 | Q3 2023 | 36 |
Donald L. Hagan, LLC | 35 | 35 | 0.08% | 0.16% | 0.28% | Q4 2014 | Q2 2023 | 35 |
OPPENHEIMER & CO INC | 20 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
TELEMUS CAPITAL, LLC | 35 | 35 | 0.02% | 0.07% | 0.18% | Q1 2015 | Q3 2023 | 35 |
Pointe Capital Management LLC | 27 | 7 | 1.47% | 2.36% | 3.04% | Q1 2015 | Q3 2023 | 34 |
Avior Wealth Management, LLC | 33 | 1 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 34 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Domani Wealth, LLC | 30 | 2 | 0.42% | 1.02% | 7.99% | Q1 2015 | Q1 2023 | 32 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32 | 32 | 0.04% | 0.18% | 0.34% | Q4 2015 | Q3 2023 | 32 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 31 |
Shaker Financial Services, LLC | 9 | 1 | 0.07% | 1.40% | 3.78% | Q2 2013 | Q2 2023 | 31 |
Good Life Advisors, LLC | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2021 | 27 |
Stratos Wealth Partners, LTD. | 25 | 1 | 0.01% | 0.10% | 0.20% | Q1 2015 | Q3 2023 | 27 |
North Star Investment Management Corp. | 17 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Snowden Capital Advisors LLC | 19 | 8 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.04% | 0.12% | 0.25% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Edge Wealth Management LLC | 26 | 26 | 0.00% | 0.05% | 0.28% | Q1 2014 | Q2 2020 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 25 |
Carroll Financial Associates, Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 25 |
Capital Investment Advisors, LLC | 24 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2020 | 25 |
Institute for Wealth Management, LLC. | 19 | 6 | 0.05% | 0.08% | 0.14% | Q2 2017 | Q3 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.05% | 0.07% | 0.09% | Q4 2015 | Q4 2021 | 25 |
Frontier Wealth Management LLC | 16 | 8 | 0.01% | 0.10% | 0.22% | Q2 2015 | Q2 2022 | 24 |
FARMERS & MERCHANTS INVESTMENTS INC | 20 | 4 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 24 |
SMH CAPITAL ADVISORS INC | 24 | 24 | 0.22% | 0.52% | 1.75% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Arete Wealth Advisors, LLC | 18 | 6 | 0.04% | 0.09% | 0.21% | Q3 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 14 | 9 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 23 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 23 |
RPG Investment Advisory, LLC | 23 | 23 | 0.03% | 0.08% | 0.17% | Q2 2016 | Q4 2021 | 23 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.34% | 0.41% | 0.53% | Q1 2018 | Q3 2023 | 23 |
Oxbow Advisors, LLC | 23 | 23 | 0.11% | 0.24% | 0.35% | Q2 2013 | Q4 2018 | 23 |
SEIZERT CAPITAL PARTNERS, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Asset Dedication, LLC | 17 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
DOLIVER ADVISORS, LP | 11 | 1 | 0.05% | 0.28% | 1.91% | Q2 2013 | Q2 2022 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
NWAM LLC | 7 | 3 | 0.02% | 0.07% | 0.17% | Q2 2012 | Q2 2018 | 21 |
McGowan Group Asset Management, Inc. | 12 | 9 | 0.11% | 0.67% | 1.19% | Q4 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Pacific Center for Financial Services | 17 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.12% | 0.18% | 0.26% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2021 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.33% | 0.48% | 0.68% | Q4 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.12% | 0.36% | 0.86% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.04% | Q3 2018 | Q3 2023 | 20 |
DEUTSCHE BANK AG\ | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 20 |
SeaCrest Wealth Management, LLC | 20 | 20 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 20 |
Cascade Investment Advisors, Inc. | 18 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 19 |
B. Riley Wealth Advisors, Inc. | 12 | 7 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.08% | 0.11% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
LAKE STREET PRIVATE WEALTH, LLC | 19 | 19 | 0.20% | 0.41% | 1.01% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
NewEdge Advisors, LLC | 10 | 8 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
Brookstone Capital Management | 16 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 18 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Mariner, LLC | 12 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Calamos Wealth Management LLC | 12 | 5 | 0.02% | 0.17% | 0.49% | Q4 2015 | Q3 2023 | 17 |
Wealth Alliance Advisory Group, LLC | 17 | 17 | 0.08% | 0.11% | 0.19% | Q4 2017 | Q4 2021 | 17 |
Trust Co | 14 | 3 | 0.01% | 0.06% | 0.41% | Q1 2015 | Q4 2019 | 17 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Sage Capital Advisors,llc | 14 | 2 | 0.06% | 0.10% | 0.12% | Q2 2017 | Q2 2022 | 16 |
Financial Enhancement Group LLC | 16 | 16 | 0.00% | 0.36% | 0.63% | Q2 2015 | Q1 2019 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Ledyard National Bank | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2018 | 15 |
TCI Wealth Advisors, Inc. | 13 | 1 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Parallel Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Valentine Capital Asset Management, Inc. | 11 | 1 | 0.07% | 0.38% | 0.88% | Q4 2011 | Q4 2015 | 14 |
Vantage Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Management, Inc. | 8 | 6 | 0.00% | 0.13% | 0.34% | Q1 2014 | Q2 2022 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.15% | 0.22% | 0.33% | Q4 2019 | Q1 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 14 |
Winslow, Evans & Crocker, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2017 | 14 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Riggs Asset Managment Co. Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2017 | 14 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 13 | 13 | 0.04% | 0.07% | 0.19% | Q3 2013 | Q3 2016 | 13 |
Meristem Family Wealth, LLC | 13 | 13 | 0.02% | 0.05% | 0.06% | Q1 2019 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SMITH, MOORE & CO. | 13 | 13 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.12% | 0.18% | 0.28% | Q1 2012 | Q3 2023 | 13 |
Yellowstone Partners, LLC | 11 | 2 | 0.06% | 0.08% | 0.10% | Q1 2014 | Q4 2017 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
Financial Advocates Investment Management | 9 | 4 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q1 2021 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.06% | 0.10% | 0.19% | Q2 2013 | Q2 2016 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 13 |
KWMG, LLC | 9 | 4 | 0.01% | 0.08% | 0.15% | Q4 2014 | Q1 2019 | 13 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
ELCO Management Co., LLC | 8 | 5 | 0.14% | 0.26% | 0.33% | Q2 2020 | Q3 2023 | 13 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q3 2021 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HL FINANCIAL SERVICES LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
IHT Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 12 |
David J Yvars Group | 12 | 12 | 0.32% | 0.52% | 0.77% | Q4 2020 | Q3 2023 | 12 |
WFG Advisors, LP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Claraphi Advisory Network, LLC | 12 | 12 | 0.07% | 0.10% | 0.12% | Q1 2019 | Q4 2021 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q2 2022 | 12 |
Blume Capital Management, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 12 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 12 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 11 |
Game Plan Financial Advisors, LLC | 9 | 2 | 0.26% | 0.27% | 0.32% | Q4 2019 | Q4 2022 | 11 |
CORNERSTONE ADVISORS INC | 6 | 1 | 0.04% | 0.83% | 1.33% | Q3 2013 | Q4 2018 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2021 | 11 |
CPWM, LLC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q4 2018 | 11 |
Canal Capital Management, LLC | 11 | 11 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Mascoma Wealth Management LLC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q2 2019 | 11 |
Transamerica Financial Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
SUNTRUST BANKS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 11 |
AE Wealth Management LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 10 |
Court Place Advisors, LLC | 10 | 10 | 0.05% | 0.06% | 0.06% | Q1 2017 | Q2 2019 | 10 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Lindbrook Capital, LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 10 |
KANALY TRUST CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
COMERICA BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.13% | 0.36% | Q4 2013 | Q1 2017 | 10 |
COHEN & STEERS, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 10 |
STOCK YARDS BANK & TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 9 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2017 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 9 |
Quadrant Private Wealth Management, LLC | 9 | 9 | 0.51% | 0.93% | 2.01% | Q4 2017 | Q4 2019 | 9 |
MILLENNIUM MANAGEMENT LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 9 |
RMB Capital Management, LLC | 5 | 2 | 0.01% | 0.06% | 0.17% | Q1 2015 | Q1 2018 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 9 |
Bell Rock Capital LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q4 2018 | 9 |
BROWN BROTHERS HARRIMAN & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Regis Management CO LLC | 9 | 9 | 0.08% | 0.08% | 0.10% | Q4 2015 | Q4 2017 | 9 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q1 2022 | 8 |
Plante Moran Financial Advisors, LLC | 5 | 3 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q3 2022 | 8 |
Kovack Advisors, Inc. | 5 | 3 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 8 |
Kellett Wealth Advisors, LLC | 8 | 8 | 0.27% | 0.40% | 0.55% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.04% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Bensler, LLC | 8 | 8 | 2.21% | 2.51% | 3.81% | Q4 2021 | Q3 2023 | 8 |
VICUS CAPITAL | 8 | 8 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q4 2015 | 8 |
Confluence Wealth Management LLC | 8 | 8 | 0.15% | 0.18% | 0.24% | Q1 2014 | Q4 2015 | 8 |
BLB&B Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 8 |
NEWGATE CAPITAL MANAGEMENT LLC | 5 | 3 | 0.71% | 2.34% | 4.37% | Q3 2013 | Q2 2016 | 8 |
Allegis Investment Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2015 | Q3 2017 | 8 |
Laidlaw Wealth Management LLC | 7 | 1 | 0.04% | 0.10% | 0.24% | Q4 2020 | Q2 2023 | 8 |
XML Financial, LLC | 5 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 8 |
First City Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.19% | 0.27% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Zuckerman Investment Group, LLC | 6 | 2 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q3 2021 | 8 |
Fusion Investment Group, LLC | 7 | 7 | 0.08% | 0.13% | 0.20% | Q4 2013 | Q2 2015 | 7 |
Chicago Partners Investment Group LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 7 |
GPS Wealth Strategies Group, LLC | 7 | 7 | 0.05% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Bulldog Investors, LLP | 7 | 7 | 0.12% | 0.15% | 0.18% | Q4 2010 | Q2 2012 | 7 |
Nuveen Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2018 | 7 |
Intellectus Partners, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 7 |
Cresset Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Weiss Asset Management LP | 2 | 1 | 0.02% | 0.07% | 0.23% | Q4 2015 | Q3 2019 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Human Investing LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 7 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2020 | 7 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 7 |
Sowell Financial Services LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2021 | 7 |
Larson Financial Group LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2020 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 2.57% | 3.45% | 6.32% | Q2 2013 | Q4 2014 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Badgley Phelps Wealth Managers, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 6 |
NATIONAL PLANNING CORP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Corient Capital Partners, LLC | 6 | 6 | 0.04% | 0.04% | 0.06% | Q3 2016 | Q4 2017 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
AMERICAN NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q2 2022 | 6 |
DUBUQUE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Tower View Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.42% | 0.61% | 0.75% | Q2 2013 | Q3 2014 | 6 |
First Personal Financial Services | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FormulaFolio Investments, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q2 2014 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q4 2014 | 5 |
Spectrum Management Group, LLC | 4 | 1 | 0.04% | 0.08% | 0.09% | Q3 2017 | Q3 2019 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 5 |
San Luis Wealth Advisors LLC | 2 | 1 | 0.13% | 0.20% | 0.31% | Q4 2020 | Q2 2023 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Zions Bancorporation, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CITY HOLDING CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q1 2015 | Q1 2016 | 5 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 5 |
First Houston Capital, Inc. | 2 | 1 | 0.06% | 0.09% | 0.11% | Q3 2013 | Q4 2015 | 5 |
Capital Advantage, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q3 2016 | 4 |
Private Wealth Group, LLC | 4 | 4 | 0.10% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.37% | 0.38% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
BADGLEY PHELPS & BELL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Vident Investment Advisory, LLC | 4 | 4 | 0.46% | 0.57% | 0.67% | Q1 2017 | Q4 2017 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 4 |
AIRE ADVISORS, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
CENTRAL BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Centric Wealth Management | 2 | 1 | 0.15% | 0.21% | 0.34% | Q4 2019 | Q1 2021 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Weaver Consulting Group | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 4 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 4 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.21% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
BerganKDV Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q3 2018 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Regal Investment Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2022 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Addison Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
AQR Arbitrage LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q1 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Karpus Management, Inc. | 1 | 1 | 0.01% | 0.13% | 0.26% | Q2 2016 | Q2 2022 | 3 |
COUNTRY TRUST BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 3 |
Gramercy Funds Management LLC | 3 | 3 | 0.85% | 0.98% | 1.12% | Q4 2015 | Q2 2016 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
ARQ WEALTH ADVISORS, LLC | 3 | 3 | 0.17% | 0.20% | 0.22% | Q4 2022 | Q2 2023 | 3 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Capital CS Group, LLC | 3 | 3 | 0.39% | 0.39% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Investors Capital Advisory Services | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q2 2016 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Chinook Capital Management | 3 | 3 | 0.41% | 0.45% | 0.51% | Q2 2013 | Q4 2013 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Jacobus Wealth Management, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
TFS CAPITAL LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q1 2016 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2018 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.16% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2021 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Elequin Capital, LP | 3 | 3 | 0.00% | 0.03% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Whitnell & Co. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2017 | Q3 2017 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 3 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.04% | 0.10% | 0.13% | Q1 2015 | Q1 2016 | 3 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
QCI ASSET MANAGEMENT INC/NY | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Quilter Plc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 2 |
NewDay Solutions, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q3 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Savant Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Simmons Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.13% | 0.20% | Q4 2016 | Q1 2020 | 2 |
BRAVE ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Guild Investment Management, Inc. | 1 | 1 | 1.40% | 1.49% | 1.58% | Q1 2012 | Q2 2013 | 2 |
JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Virtu Financial LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2010 | Q2 2016 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
OTA Financial Group L.P. | 2 | 2 | 0.27% | 0.28% | 0.29% | Q2 2018 | Q3 2018 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q4 2016 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Parasol Investment Management, LLC | 2 | 2 | 0.02% | 0.10% | 0.17% | Q3 2013 | Q4 2013 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q1 2021 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
SHELTON CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Ignite Planners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Jolley Asset Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q1 2020 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Lehman Financial Resources, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q1 2013 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Sunbelt Securities, Inc. | 1 | 1 | 0.02% | 0.09% | 0.15% | Q2 2015 | Q4 2016 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
GOODWIN DANIEL L | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2020 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Consolidated Planning Corp | 2 | 2 | 0.21% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ROBINSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 2.54% | 4.98% | 7.41% | Q4 2013 | Q1 2014 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PHH Investments, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2016 | Q1 2016 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
STEPH & CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2018 | Q2 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
DRILL CRAIG A | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2014 | Q2 2014 | 1 |
WealthOne, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Avondale Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Cooper Financial Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
ORG Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q4 2010 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Xcel Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TCF National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ADE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
C-J Advisory, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Scarborough Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 2.75% | 2.75% | 2.75% | Q4 2017 | Q4 2017 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own CALAMOS STRATEGIC TOTL RETN or have owned CALAMOS STRATEGIC TOTL RETN in the past.