Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Thomas J. Herzfeld Advisors, Inc. | 36 | 36 | 0.01% | 1.67% | 5.55% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 27 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
LPL Financial LLC | 24 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 34 |
Creative Planning | 23 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 19 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 20 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 32 |
Yakira Capital Management, Inc. | 17 | 2 | 0.09% | 2.32% | 6.11% | Q4 2014 | Q2 2023 | 31 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 29 |
BANK OF AMERICA CORP /DE/ | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 27 |
SIT INVESTMENT ASSOCIATES INC | 13 | 3 | 0.00% | 2.10% | 4.99% | Q3 2016 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 26 |
CSS LLC/IL | 14 | 4 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 22 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 24 |
CITIGROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2022 | 23 |
CENTAURUS FINANCIAL, INC. | 22 | 22 | 0.09% | 1.19% | 1.92% | Q2 2018 | Q3 2023 | 22 |
Kovack Advisors, Inc. | 21 | 21 | 0.04% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Ford Financial Group, LLC | 21 | 21 | 0.32% | 1.18% | 1.69% | Q4 2017 | Q4 2022 | 21 |
Cetera Advisor Networks LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Sound Income Strategies, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Sheaff Brock Investment Advisors, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
CLOUGH CAPITAL PARTNERS L P | 4 | 1 | 0.01% | 0.23% | 0.79% | Q4 2014 | Q2 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 17 |
FMR LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 16 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.04% | 0.80% | 1.88% | Q4 2014 | Q2 2022 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Capital Wealth Alliance, LLC | 13 | 13 | 0.16% | 0.24% | 0.30% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 13 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 12 |
Cetera Advisors LLC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 12 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 11 |
Capital CS Group, LLC | 11 | 11 | 0.19% | 0.75% | 1.54% | Q1 2021 | Q3 2023 | 11 |
Karpus Management, Inc. | 9 | 1 | 0.00% | 0.54% | 1.02% | Q1 2016 | Q3 2020 | 10 |
Prospera Financial Services Inc | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
WEDBUSH SECURITIES INC | 6 | 3 | 0.00% | 0.10% | 0.20% | Q2 2015 | Q3 2023 | 9 |
SeaCrest Wealth Management, LLC | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Alpine Global Management, LLC | 6 | 1 | 0.02% | 6.90% | 14.80% | Q4 2018 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2021 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Global Wealth Management Investment Advisory, Inc. | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MARINER INVESTMENT GROUP LLC | 3 | 1 | 0.19% | 1.03% | 2.34% | Q4 2015 | Q2 2022 | 8 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 7 |
Ursa Fund Management, LLC | 6 | 1 | 0.91% | 4.80% | 13.54% | Q2 2021 | Q3 2023 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.09% | 0.13% | Q4 2019 | Q2 2021 | 7 |
N.E.W. Advisory Services LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Pasadena Private Wealth, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 6 | 0.03% | 0.06% | 0.10% | Q1 2022 | Q2 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Royal Fund Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 6 |
Walleye Trading LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2018 | 6 |
Joseph P. Lucia & Associates, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2020 | 6 |
Dakota Wealth Management | 6 | 6 | 0.03% | 0.06% | 0.08% | Q3 2018 | Q4 2019 | 6 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Institute for Wealth Management, LLC. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q2 2020 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Marshall Financial Group LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Center For Asset Management LLC | 6 | 6 | 0.10% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2019 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Steward Partners Investment Advisory, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2021 | 6 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
GRIMES & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 2 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q1 2023 | 5 |
Investors Capital Advisory Services | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q2 2016 | 5 |
GOLDMAN SACHS GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2021 | 5 |
FIRETHORN WEALTH PARTNERS, LLC | 5 | 5 | 0.10% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Ironwood Investment Counsel, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 5 |
Fort Point Capital Partners LLC | 3 | 2 | 0.11% | 0.13% | 0.15% | Q1 2015 | Q3 2016 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 5 | 0.78% | 0.88% | 1.03% | Q3 2022 | Q3 2023 | 5 |
ING GROEP NV | 2 | 1 | 0.01% | 0.04% | 0.12% | Q3 2016 | Q2 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Raymond James Financial Services Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 5 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.05% | 0.46% | 0.97% | Q3 2016 | Q3 2018 | 5 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.16% | 0.22% | 0.29% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 4 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.67% | 2.53% | Q2 2019 | Q2 2022 | 4 |
CWM, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.10% | 0.14% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 3 |
Altus Wealth Group LLC | 2 | 1 | 0.10% | 0.16% | 0.19% | Q4 2020 | Q1 2022 | 3 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.01% | 0.14% | 0.30% | Q4 2018 | Q3 2019 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.07% | 0.13% | Q2 2022 | Q1 2023 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Mariner, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BRINKER CAPITAL INC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Outlook Wealth Advisors, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Biltmore Capital Advisors LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q4 2019 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 3 |
Vantage Financial Partners, LLC | 3 | 3 | 0.04% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.51% | 0.52% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Laurion Capital Management LP | 2 | 1 | 0.01% | 0.05% | 0.12% | Q3 2017 | Q3 2018 | 3 |
Almitas Capital LLC | 2 | 2 | 0.28% | 1.22% | 2.16% | Q1 2022 | Q2 2022 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.93% | 10.29% | 19.65% | Q3 2022 | Q4 2022 | 2 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 2 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 2 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.46% | 0.48% | 0.50% | Q2 2019 | Q3 2019 | 2 |
Pflug Koory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Charles Schwab Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Walleye Capital LLC | 1 | 1 | 0.03% | 1.20% | 2.37% | Q3 2018 | Q1 2020 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.12% | 0.22% | Q2 2017 | Q2 2022 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q4 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2018 | Q4 2018 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Retirement Group, 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% | Q4 2014 | Q4 2014 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgecreek Investment Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
Brainard Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own CORNERSTONE STRATEGIC VALUE or have owned CORNERSTONE STRATEGIC VALUE in the past.