Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Camelot Portfolios, LLC | 42 | 42 | 0.58% | 3.17% | 5.07% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q4 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 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 |
Capital Investment Advisors, LLC | 38 | 2 | 0.03% | 0.14% | 0.34% | Q4 2013 | Q4 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 39 |
Invesco Ltd. | 34 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
Advisors Asset Management, Inc. | 39 | 39 | 0.01% | 0.15% | 0.47% | Q2 2013 | Q4 2022 | 39 |
Cetera Advisor Networks LLC | 22 | 17 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q3 2023 | 39 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
GUGGENHEIM CAPITAL LLC | 20 | 18 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 38 |
Raymond James Financial Services Advisors, Inc. | 36 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 36 |
D.A. DAVIDSON & CO. | 12 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
US BANCORP \DE\ | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
DEUTSCHE BANK AG\ | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 33 |
AMERIPRISE FINANCIAL INC | 27 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
Capital Advisors, Ltd. LLC | 33 | 33 | 0.00% | 0.06% | 0.11% | Q3 2015 | Q3 2023 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q2 2023 | 31 |
Koshinski Asset Management, Inc. | 19 | 2 | 0.07% | 0.13% | 0.25% | Q4 2014 | Q3 2023 | 31 |
SMITH, MOORE & CO. | 30 | 30 | 0.04% | 0.17% | 0.33% | Q1 2016 | Q2 2023 | 30 |
Point View Wealth Management, Inc. | 29 | 29 | 0.13% | 0.24% | 0.42% | Q4 2013 | Q4 2020 | 29 |
Creative Planning | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 29 |
DUBUQUE BANK & TRUST CO | 29 | 29 | 0.03% | 0.54% | 1.06% | Q3 2015 | Q3 2022 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 29 |
RB Capital Management, LLC | 28 | 28 | 0.02% | 0.95% | 1.74% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Stratos Wealth Partners, LTD. | 12 | 6 | 0.01% | 0.11% | 0.54% | Q4 2014 | Q2 2022 | 26 |
Stellar Capital Management, LLC | 15 | 11 | 0.30% | 0.42% | 0.70% | Q4 2013 | Q2 2020 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 24 | 24 | 0.04% | 0.16% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2021 | 24 |
Carroll Financial Associates, Inc. | 21 | 1 | 0.00% | 0.03% | 0.34% | Q2 2013 | Q2 2021 | 23 |
CORNERSTONE ADVISORS INC | 17 | 6 | 0.17% | 1.81% | 3.53% | Q2 2013 | Q1 2019 | 23 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 11 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 23 |
Cetera Advisors LLC | 19 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 23 |
Winslow, Evans & Crocker, Inc. | 22 | 1 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q3 2019 | 23 |
Global Retirement Partners, LLC | 18 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 22 |
McGowan Group Asset Management, Inc. | 19 | 3 | 0.09% | 4.30% | 6.92% | Q4 2014 | Q4 2020 | 22 |
STIFEL FINANCIAL CORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 22 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 21 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 21 |
Johnson Financial Group, Inc. | 21 | 21 | 0.05% | 1.28% | 2.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.00% | 0.05% | 0.09% | Q4 2017 | Q4 2022 | 21 |
CAMPBELL CAPITAL MANAGEMENT INC | 19 | 1 | 0.58% | 1.26% | 2.25% | Q4 2018 | Q4 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
TFG Advisers LLC | 20 | 20 | 0.14% | 0.30% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 3.00% | 3.96% | 5.06% | Q4 2018 | Q3 2023 | 20 |
NEXT Financial Group, Inc | 6 | 2 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q4 2021 | 20 |
Private Advisor Group, LLC | 14 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
WESPAC Advisors, LLC | 17 | 17 | 0.27% | 0.82% | 1.59% | Q4 2015 | Q4 2019 | 17 |
LINCOLN NATIONAL CORP | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
DOLIVER ADVISORS, LP | 9 | 1 | 0.08% | 0.44% | 1.28% | Q2 2013 | Q3 2021 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
DAVENPORT & Co LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
MENLO ADVISORS LLC | 16 | 16 | 0.17% | 0.33% | 0.48% | Q2 2016 | Q1 2020 | 16 |
M&T BANK CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Sharkey, Howes & Javer | 15 | 1 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2019 | 16 |
Parallel Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.09% | 0.19% | Q4 2019 | Q3 2023 | 16 |
PRIVATE TRUST CO NA | 7 | 2 | 0.02% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Magnus Financial Group LLC | 15 | 15 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
XML Financial, LLC | 15 | 15 | 0.02% | 0.12% | 0.28% | Q4 2019 | Q2 2023 | 15 |
Summit X, LLC | 15 | 15 | 0.02% | 0.13% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Dana Investment Advisors, Inc. | 14 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 15 |
Patriot Financial Group Insurance Agency, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 15 |
Oxbow Advisors, LLC | 14 | 14 | 0.04% | 0.16% | 0.30% | Q1 2018 | Q2 2021 | 14 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.02% | 0.10% | 0.22% | Q2 2015 | Q3 2023 | 14 |
Hanson & Doremus Investment Management | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
HoyleCohen, LLC | 13 | 13 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Joel Isaacson & Co., LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Atlantic Union Bankshares Corp | 13 | 13 | 0.05% | 0.24% | 0.36% | Q3 2020 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q4 2019 | 13 |
BESSEMER GROUP INC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.07% | 0.10% | 0.16% | Q2 2013 | Q2 2016 | 13 |
Horan Securities, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 13 |
Highlander Capital Management, LLC | 13 | 13 | 0.10% | 0.11% | 0.18% | Q2 2013 | Q2 2016 | 13 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.22% | 0.44% | Q3 2013 | Q1 2018 | 12 |
Hartford Financial Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Formidable Asset Management, LLC | 11 | 11 | 0.05% | 0.07% | 0.11% | Q3 2013 | Q1 2016 | 11 |
Ahrens Investment Partners LLC | 11 | 11 | 0.07% | 0.29% | 0.80% | Q3 2020 | Q1 2023 | 11 |
Berger Financial Group, Inc | 7 | 4 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
ROCKY MOUNTAIN ADVISERS, LLC | 11 | 11 | 0.46% | 1.27% | 1.91% | Q1 2021 | Q3 2023 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 11 | 0.16% | 0.34% | 0.43% | Q2 2018 | Q4 2020 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
All Season Financial Advisors, Inc. | 10 | 10 | 0.26% | 0.36% | 0.47% | Q2 2021 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 10 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 6 | 4 | 0.06% | 0.16% | 0.37% | Q2 2013 | Q1 2016 | 10 |
Investors Capital Advisory Services | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q2 2016 | 10 |
WFG Advisors, LP | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 10 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 10 |
Certified Advisory Corp | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2010 | Q3 2023 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 10 |
Column Capital Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
WEDBUSH SECURITIES INC | 9 | 1 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q1 2017 | 10 |
LexAurum Advisors, LLC | 10 | 10 | 0.08% | 0.77% | 1.28% | Q2 2021 | Q3 2023 | 10 |
AQR Arbitrage LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2020 | 10 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 9 |
BANK OF STOCKTON | 7 | 1 | 0.09% | 0.27% | 1.01% | Q2 2013 | Q2 2017 | 9 |
Atria Investments, Inc | 9 | 9 | 0.04% | 0.13% | 0.18% | Q3 2014 | Q3 2016 | 9 |
Venture Visionary Partners LLC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
SHUFRO ROSE & CO LLC | 9 | 9 | 0.02% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
IHT Wealth Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.12% | Q2 2017 | Q3 2023 | 9 |
Westwind Capital | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
CITY HOLDING CO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 9 |
WINSLOW ASSET MANAGEMENT INC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.14% | 0.18% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Shaker Financial Services, LLC | 3 | 1 | 0.18% | 0.31% | 0.63% | Q2 2013 | Q2 2020 | 8 |
Weather Gauge Advisory, LLC | 6 | 2 | 0.20% | 0.24% | 0.28% | Q4 2018 | Q3 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.18% | 0.21% | 0.24% | Q4 2020 | Q3 2022 | 8 |
GEODE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 8 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
Retirement Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MUFG Americas Holdings Corp | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 8 |
Gemmer Asset Management LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 8 |
FIRST FOUNDATION ADVISORS | 6 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2021 | 8 |
AMERICAN NATIONAL BANK | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.16% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
CREDIT SUISSE AG/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FIRST MANHATTAN CO. LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 6 | 1 | 0.09% | 0.27% | 0.36% | Q4 2015 | Q4 2018 | 7 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 7 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.06% | 0.13% | Q3 2015 | Q2 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 6 |
GOODWIN DANIEL L | 3 | 1 | 0.09% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Castle Rock Wealth Management, LLC | 6 | 6 | 0.14% | 0.24% | 0.43% | Q3 2020 | Q4 2021 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 6 |
WEST MICHIGAN ADVISORS, LLC | 6 | 6 | 0.16% | 0.24% | 0.31% | Q4 2021 | Q1 2023 | 6 |
Jefferies Group LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 6 |
AQR Capital Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Prospera Financial Services Inc | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2022 | 6 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
CLOUGH CAPITAL PARTNERS L P | 4 | 1 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2022 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.06% | 0.11% | Q2 2018 | Q3 2019 | 6 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.05% | 0.17% | Q4 2020 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
AlphaMark Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 6 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 6 | 0.12% | 0.25% | 0.35% | Q2 2013 | Q3 2014 | 6 |
Sonora Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 5 |
SENTINEL TRUST CO LBA | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2013 | Q4 2014 | 5 |
Evanson Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Matisse Capital | 3 | 2 | 0.36% | 1.96% | 4.05% | Q4 2015 | Q2 2020 | 5 |
Covenant Asset Management, LLC | 5 | 5 | 0.58% | 0.61% | 0.63% | Q4 2016 | Q4 2017 | 5 |
Kozak & Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2016 | 5 |
Wellington Shields Capital Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
MARINER INVESTMENT GROUP LLC | 5 | 5 | 0.91% | 1.02% | 1.16% | Q1 2015 | Q1 2016 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q2 2015 | 5 |
Firestone Capital Management | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q2 2022 | 5 |
Spire Wealth Management | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Principle Wealth Partners LLC | 5 | 5 | 0.03% | 0.10% | 0.15% | Q2 2021 | Q2 2022 | 5 |
COMMUNITY BANK SYSTEM, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 5 |
D'Orazio & Associates, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 4 |
Silicon Hills Wealth Management, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q1 2022 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2010 | Q3 2023 | 4 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q1 2020 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
People's United Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
FULTON BREAKEFIELD BROENNIMAN LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q1 2020 | 4 |
Penserra Capital Management LLC | 2 | 2 | 0.10% | 0.13% | 0.14% | Q1 2021 | Q2 2022 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Good Life Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q3 2016 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.21% | 0.23% | 0.24% | Q4 2020 | Q3 2021 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.08% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Gramercy Funds Management LLC | 3 | 1 | 0.01% | 0.33% | 0.51% | Q4 2013 | Q4 2014 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
COWA, LLC | 2 | 1 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q1 2023 | 4 |
Lee Financial Co | 3 | 1 | 0.00% | 0.10% | 0.16% | Q4 2016 | Q3 2021 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
TFS CAPITAL LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2013 | Q1 2016 | 4 |
BOKF, NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Taylor Hoffman Wealth Management | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 3 |
MRA Advisory Group | 3 | 3 | 0.17% | 0.18% | 0.18% | Q2 2021 | Q4 2021 | 3 |
FNY Investment Advisers, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2018 | 3 |
DEAN INVESTMENT ASSOCIATES, LLC | 3 | 3 | 0.27% | 0.30% | 0.35% | Q2 2013 | Q4 2013 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.04% | 0.06% | 0.06% | Q4 2017 | Q4 2018 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
OTA Financial Group L.P. | 2 | 1 | 0.14% | 0.24% | 0.38% | Q1 2014 | Q4 2016 | 3 |
Cornerstone Advisors, LLC | 2 | 1 | 0.04% | 0.08% | 0.14% | Q4 2019 | Q2 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.08% | 0.14% | Q4 2015 | Q4 2018 | 3 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 3 |
AE Wealth Management LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q3 2019 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Samalin Investment Counsel, LLC | 2 | 1 | 0.04% | 0.15% | 0.25% | Q4 2019 | Q3 2023 | 3 |
AFT, FORSYTH & COMPANY, INC. | 2 | 1 | 0.17% | 0.20% | 0.23% | Q2 2013 | Q2 2019 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.34% | 0.45% | 0.51% | Q4 2014 | Q2 2015 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Bard Financial Services, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
RFG Advisory, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 3 |
JANUS HENDERSON INVESTORS US LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
RESOLUTE FINANCIAL, LLC | 3 | 3 | 0.31% | 0.32% | 0.33% | Q2 2022 | Q4 2022 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Kovack Advisors, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 3 |
Elequin Capital, LP | 3 | 3 | 0.00% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
Sutton Wealth Advisors Inc. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.17% | 0.19% | 0.21% | Q2 2013 | Q4 2013 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
TCG Advisors, LP | 3 | 3 | 0.15% | 0.22% | 0.31% | Q3 2019 | Q1 2020 | 3 |
TCG Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 0.96% | 0.99% | 1.02% | Q1 2015 | Q2 2015 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.19% | 0.19% | 0.20% | Q2 2011 | Q3 2012 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2018 | Q3 2018 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cassady Schiller Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ionic Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Next Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.24% | 0.26% | 0.29% | Q2 2017 | Q3 2017 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Ellevest, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Marks Group Wealth Management, Inc | 2 | 2 | 0.25% | 0.27% | 0.28% | Q4 2019 | Q1 2020 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2016 | Q1 2017 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2014 | Q4 2014 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.50% | 0.72% | Q4 2013 | Q2 2014 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2015 | Q1 2016 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
AIRE ADVISORS, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
XML SECURITIES, LLC | 2 | 2 | 1.99% | 2.18% | 2.38% | Q4 2017 | Q1 2018 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Quilter Plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Sandy Spring Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2018 | Q4 2018 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Robbins Farley | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 3.69% | 3.69% | 3.69% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2016 | Q2 2016 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Brookstone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Resource Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Intersect Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own COHEN & STEERS REIT & PFD IN or have owned COHEN & STEERS REIT & PFD IN in the past.