Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IMS Capital Management | 42 | 42 | 0.01% | 0.26% | 0.71% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2023 | 41 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 40 | 40 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 40 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 38 |
AMERIPRISE FINANCIAL INC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Shaker Financial Services, LLC | 14 | 1 | 0.03% | 0.54% | 1.72% | Q2 2013 | Q3 2023 | 33 |
Columbia Asset Management | 10 | 1 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 33 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 28 | 1 | 0.01% | 0.12% | 0.34% | Q4 2013 | Q3 2023 | 33 |
Strategic Advisors LLC | 30 | 1 | 0.02% | 0.09% | 0.14% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 26 | 4 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q4 2021 | 30 |
Fiera Capital Corp | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
SIGNATUREFD, LLC | 15 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 29 |
SIT INVESTMENT ASSOCIATES INC | 14 | 2 | 0.00% | 0.05% | 0.17% | Q1 2016 | Q1 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Sigma Planning Corp | 27 | 27 | 0.01% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Dynamic Advisor Solutions LLC | 26 | 26 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
CITIGROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 24 |
Saba Capital Management, L.P. | 21 | 2 | 0.01% | 0.75% | 1.91% | Q4 2013 | Q2 2020 | 23 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WOLVERINE ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 22 |
Gilman Hill Asset Management, LLC | 22 | 22 | 0.02% | 0.14% | 0.37% | Q2 2013 | Q3 2018 | 22 |
Carroll Financial Associates, Inc. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
American Financial Advisors, LLC | 14 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
DOLIVER ADVISORS, LP | 11 | 1 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q2 2020 | 19 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
DAVENPORT & Co LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Annex Advisory Services, LLC | 16 | 16 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 16 |
Advisors Asset Management, Inc. | 16 | 16 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2017 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 15 |
B. Riley Wealth Advisors, Inc. | 15 | 15 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Concert Wealth Management Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 14 |
NEXT Financial Group, Inc | 12 | 1 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q4 2021 | 14 |
REGIONS FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2021 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2017 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
Kestra Advisory Services, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
Lehman Financial Resources, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2015 | 11 |
Raymond James Financial Services Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 11 |
Winfield Associates, Inc. | 11 | 11 | 0.04% | 0.06% | 0.09% | Q3 2019 | Q1 2022 | 11 |
Veritable, L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2015 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 10 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 10 |
Family Management Corp | 10 | 10 | 0.15% | 0.32% | 0.57% | Q4 2018 | Q1 2021 | 10 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.14% | 0.35% | Q3 2013 | Q1 2017 | 10 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q2 2022 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2016 | 10 |
Sunbelt Securities, Inc. | 8 | 2 | 0.00% | 0.07% | 0.14% | Q4 2014 | Q3 2023 | 10 |
ARES MANAGEMENT LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2021 | 9 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.04% | 0.08% | 0.13% | Q1 2019 | Q1 2021 | 9 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 9 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2020 | 9 |
SUNTRUST BANKS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 8 |
RAYMOND JAMES & ASSOCIATES | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Xcel Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cambridge Investment Research Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CORNERSTONE ADVISORS INC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2015 | 8 |
M&T BANK CORP | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 8 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 7 |
Bulldog Investors, LLP | 7 | 7 | 0.10% | 0.45% | 1.08% | Q4 2015 | Q2 2017 | 7 |
BECK MACK & OLIVER LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2014 | 7 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 6 | 1 | 0.01% | 0.13% | 0.16% | Q4 2014 | Q1 2019 | 7 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
MSI Financial Services Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2018 | 7 |
RMB Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2020 | 7 |
Close Asset Management Ltd | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 6 | 0.06% | 0.15% | 0.24% | Q4 2017 | Q1 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
GUGGENHEIM CAPITAL LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 6 |
Arete Wealth Advisors, LLC | 6 | 6 | 0.11% | 0.17% | 0.26% | Q4 2013 | Q1 2015 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2020 | 6 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
GEODE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2019 | 6 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 6 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
LOGAN CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Atlas Private Wealth Advisors | 5 | 5 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q2 2021 | 5 |
Virtu Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 5 |
WealthBridge Capital Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
QP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 5 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q3 2016 | Q3 2017 | 5 |
BSW Wealth Partners | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
BlackRock Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
JD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q2 2016 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2018 | 5 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
HIGH POINT BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
BLACKROCK ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Investors Research Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
FNY Investment Advisers, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2021 | 4 |
BANK OF MONTREAL /CAN/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 4 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 3 |
SHEPHERD KAPLAN KROCHUK, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q3 2019 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
SEARLE & CO. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Financial Architects, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Ionic Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2021 | 2 |
PT ASSET MANAGEMENT, LLC | 2 | 2 | 1.01% | 1.04% | 1.07% | Q4 2014 | Q1 2015 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
ROBINSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.28% | 0.34% | 0.41% | Q1 2014 | Q2 2014 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Stellar Capital Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2013 | Q1 2014 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2018 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 1.66% | 1.67% | 1.68% | Q1 2015 | Q2 2015 | 2 |
Matisse Capital | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2020 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
CTC Alternative Strategies, Ltd. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2014 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Providence Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cordasco Financial Network | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Lyons Wealth Management, LLC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2017 | Q2 2017 | 1 |
Maryland Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Lloyd Park, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2015 | Q3 2015 | 1 |
WHITE PINE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
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This page lists all the filers that currently own CREDIT SUISSE ASSET MGMT INC or have owned CREDIT SUISSE ASSET MGMT INC in the past.