Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
Cambridge Investment Research Advisors, Inc. | 45 | 45 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2024 | 45 |
D.A. DAVIDSON & CO. | 45 | 45 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2024 | 45 |
ROYAL BANK OF CANADA | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
GUGGENHEIM CAPITAL LLC | 45 | 45 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
Invesco Ltd. | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
North Star Investment Management Corp. | 45 | 45 | 0.00% | 0.25% | 0.95% | Q2 2013 | Q2 2024 | 45 |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
BANK OF AMERICA CORP /DE/ | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
PNC FINANCIAL SERVICES GROUP, INC. | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
Advisors Asset Management, Inc. | 45 | 45 | 0.02% | 0.13% | 0.37% | Q2 2013 | Q2 2024 | 45 |
RAYMOND JAMES & ASSOCIATES | 44 | 44 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2024 | 44 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2024 | 40 |
UBS Group AG | 39 | 39 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2024 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
Relative Value Partners Group, LLC | 36 | 36 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q1 2024 | 36 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 35 |
Sheaff Brock Investment Advisors, LLC | 35 | 35 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q2 2024 | 35 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
Brick & Kyle, Associates | 15 | 1 | 0.05% | 0.18% | 0.32% | Q4 2014 | Q2 2024 | 33 |
WESBANCO BANK INC | 30 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2024 | 32 |
AMERIPRISE FINANCIAL INC | 29 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 31 |
Stratos Wealth Partners, LTD. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2024 | 31 |
FLAGSHIP HARBOR ADVISORS, LLC | 29 | 29 | 0.01% | 0.07% | 0.18% | Q4 2016 | Q4 2023 | 29 |
TRUST CO OF VERMONT | 28 | 28 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
STIFEL FINANCIAL CORP | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2024 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2024 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
FIRST MANHATTAN CO. LLC. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 26 |
Steward Partners Investment Advisory, LLC | 21 | 4 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2024 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q2 2024 | 24 |
ROMAN BUTLER FULLERTON & CO | 23 | 23 | 1.10% | 1.29% | 1.51% | Q4 2018 | Q2 2024 | 23 |
Shaker Financial Services, LLC | 5 | 1 | 0.11% | 0.69% | 2.51% | Q4 2014 | Q2 2024 | 23 |
TSFG, LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2024 | 22 |
BALDWIN WEALTH PARTNERS LLC/MA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 22 |
CWM, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2024 | 22 |
Edge Wealth Management LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 21 |
B. Riley Wealth Advisors, Inc. | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2024 | 20 |
US BANCORP \DE\ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2024 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Capital Investment Advisors, LLC | 19 | 1 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q2 2019 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 19 |
Cetera Advisor Networks LLC | 15 | 4 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q4 2023 | 19 |
HUNTINGTON NATIONAL BANK | 11 | 7 | 0.00% | 0.00% | 0.00% | Q4 2009 | Q2 2024 | 18 |
Financial Advocates Investment Management | 18 | 18 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q2 2024 | 18 |
Vantage Investment Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
TRUIST FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2024 | 18 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 17 |
Geneos Wealth Management Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2024 | 17 |
FIRST TRUST ADVISORS LP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Chicago Partners Investment Group LLC | 9 | 6 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 15 |
Cribstone Capital Management, LLC | 15 | 15 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Meridian Wealth Advisors, LLC | 9 | 5 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q2 2022 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.13% | 0.24% | 0.40% | Q4 2019 | Q1 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Karpus Management, Inc. | 5 | 1 | 0.01% | 0.27% | 0.93% | Q2 2013 | Q1 2021 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 13 |
WFG Advisors, LP | 7 | 6 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2017 | 13 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Stockman Wealth Management, Inc. | 7 | 5 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2024 | 12 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.31% | 0.66% | Q2 2013 | Q1 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.11% | 0.35% | 0.84% | Q1 2013 | Q4 2018 | 12 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 12 | 12 | 0.19% | 0.54% | 0.86% | Q2 2013 | Q1 2016 | 12 |
DEUTSCHE BANK AG\ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 12 |
PSI Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Kovack Advisors, Inc. | 11 | 11 | 0.05% | 0.22% | 0.31% | Q3 2017 | Q1 2020 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2021 | 11 |
Ameritas Advisory Services, LLC | 11 | 11 | 0.03% | 0.08% | 0.18% | Q4 2021 | Q2 2024 | 11 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 11 |
GUERRA PAN ADVISORS, LLC | 11 | 11 | 0.42% | 0.47% | 0.52% | Q4 2021 | Q2 2024 | 11 |
Aviance Capital Partners, LLC | 6 | 5 | 0.05% | 0.08% | 0.12% | Q3 2013 | Q4 2016 | 11 |
Addison Advisors LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 11 |
1832 Asset Management L.P. | 9 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 11 |
Ameritas Investment Company, LLC | 10 | 10 | 0.01% | 0.20% | 0.35% | Q2 2019 | Q3 2021 | 10 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2024 | 10 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 10 |
FORT PITT CAPITAL GROUP, LLC | 10 | 10 | 0.36% | 0.46% | 0.57% | Q1 2022 | Q2 2024 | 10 |
Claraphi Advisory Network, LLC | 10 | 10 | 0.26% | 1.01% | 1.62% | Q4 2017 | Q1 2020 | 10 |
BlackRock Finance, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Steigerwald, Gordon & Koch Inc. | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q3 2018 | 10 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 10 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 10 | 10 | 0.10% | 0.35% | 0.44% | Q3 2018 | Q4 2020 | 10 |
JOURNEY STRATEGIC WEALTH LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2024 | 10 |
Centric Wealth Management | 10 | 10 | 0.07% | 0.88% | 1.35% | Q4 2018 | Q1 2021 | 10 |
ROTHSCHILD INVESTMENT LLC /IL | 10 | 10 | 0.02% | 0.06% | 0.07% | Q4 2013 | Q1 2016 | 10 |
BANK OF NOVA SCOTIA | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2018 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q1 2023 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Virtu KCG Holdings LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Glen Eagle Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2022 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2024 | 8 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q2 2024 | 8 |
Capital Advisors Wealth Management, LLC | 5 | 3 | 0.04% | 0.08% | 0.18% | Q1 2021 | Q1 2024 | 8 |
Relative Value Partners, LLC | 8 | 8 | 0.08% | 0.21% | 0.30% | Q2 2013 | Q1 2015 | 8 |
Affiance Financial, LLC | 7 | 1 | 0.01% | 0.29% | 0.53% | Q4 2014 | Q4 2022 | 8 |
BARRETT & COMPANY, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q3 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Claro Advisors LLC | 6 | 1 | 0.08% | 0.11% | 0.26% | Q1 2020 | Q3 2022 | 7 |
Colonial Trust Co / SC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2024 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
HOLLENCREST CAPITAL MANAGEMENT | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2024 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Colonial Trust Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
COHEN & STEERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
SHEPHERD KAPLAN KROCHUK, LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 7 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
SUNTRUST BANKS INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.04% | 0.06% | Q2 2016 | Q2 2024 | 6 |
BECK MACK & OLIVER LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 6 |
Somerset Trust Co | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 6 |
Sunbelt Securities, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q2 2024 | 6 |
HIGH POINT BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Ashton Thomas Private Wealth, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2024 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
COMMONS CAPITAL, LLC | 6 | 6 | 0.22% | 0.25% | 0.29% | Q4 2021 | Q1 2023 | 6 |
Corient Private Wealth LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
Register Financial Advisors LLC | 4 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q2 2024 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Cornerstone Advisors, LLC | 5 | 5 | 0.02% | 0.10% | 0.17% | Q2 2023 | Q2 2024 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 5 |
Curi RMB Capital, LLC | 3 | 1 | 0.01% | 0.05% | 0.10% | Q3 2015 | Q1 2018 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2023 | 5 |
Eagle Bay Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2024 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
AQR Capital Management | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2014 | 5 |
CFO4Life, L.P. | 5 | 5 | 0.24% | 0.31% | 0.53% | Q4 2014 | Q4 2015 | 5 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q1 2024 | 4 |
HOEY INVESTMENTS, INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
OTA Financial Group L.P. | 1 | 1 | 0.20% | 0.25% | 0.29% | Q2 2013 | Q1 2022 | 4 |
Certified Advisory Corp | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.07% | 0.09% | 0.16% | Q4 2022 | Q2 2024 | 4 |
M Holdings Securities, Inc. | 4 | 4 | 0.12% | 0.14% | 0.16% | Q2 2015 | Q1 2016 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2018 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.30% | 0.71% | 1.15% | Q2 2013 | Q1 2014 | 4 |
Premia Global Advisors, LLC | 3 | 1 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q1 2019 | 4 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2017 | 4 |
Impact Partnership Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q1 2024 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
HARBOUR INVESTMENTS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Parkside Financial Bank & Trust | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
USCA RIA LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2015 | Q4 2015 | 4 |
Plante Moran Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
ELEMENT POINTE ADVISORS, LLC | 4 | 4 | 0.14% | 0.15% | 0.15% | Q1 2019 | Q4 2019 | 4 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CIBC Private Wealth Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Whitnell & Co. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Stolper Co | 3 | 3 | 0.33% | 0.34% | 0.35% | Q2 2020 | Q4 2020 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
OxenFree Capital LLC | 3 | 3 | 1.26% | 1.31% | 1.37% | Q4 2023 | Q2 2024 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2020 | 3 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Elequin Capital, LP | 3 | 3 | 0.01% | 0.06% | 0.13% | Q4 2022 | Q2 2023 | 3 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 3 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2016 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.05% | 0.13% | 0.17% | Q1 2019 | Q3 2019 | 3 |
Bullseye Investment Management, LLC | 2 | 1 | 0.20% | 0.97% | 2.46% | Q3 2022 | Q3 2023 | 3 |
Gemmer Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Diversified Investment Strategies, LLC | 2 | 1 | 0.23% | 0.40% | 0.49% | Q2 2013 | Q2 2014 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.20% | 0.46% | 0.71% | Q4 2016 | Q1 2017 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Iron Gate Global Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q1 2016 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
LRI Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Concurrent Investment Advisors, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q1 2024 | Q2 2024 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.09% | 0.12% | 0.14% | Q4 2018 | Q4 2022 | 2 |
OPPENHEIMER & CO INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
IBERIABANK CORP | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2015 | Q2 2015 | 2 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2024 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Smartleaf Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2024 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2024 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 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 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Flow State Investments, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Elgethun Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
WESTERN INVESTMENT LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2013 | Q2 2013 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2024 | Q2 2024 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TPG Advisors LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2024 | Q2 2024 | 1 |
Community Bank, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Warther Private Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2024 | Q2 2024 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own EATON VANCE ENHANCED EQ INC or have owned EATON VANCE ENHANCED EQ INC in the past.