Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SHUFRO ROSE & CO LLC | 42 | 1 | 0.01% | 0.03% | 0.05% | Q3 2012 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Advisors, LLC | 41 | 41 | 0.01% | 0.05% | 0.15% | Q4 2013 | Q4 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2022 | 38 |
AMERIPRISE FINANCIAL INC | 30 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.02% | Q3 2011 | Q3 2023 | 37 |
FIFTH THIRD BANCORP | 33 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
JPMORGAN CHASE & CO | 31 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 34 |
Rock Point Advisors, LLC | 33 | 33 | 0.09% | 0.47% | 1.99% | Q2 2013 | Q2 2021 | 33 |
Burgundy Asset Management Ltd. | 32 | 32 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q1 2021 | 32 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 11 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 32 |
Marble Harbor Investment Counsel, LLC | 31 | 31 | 0.81% | 1.19% | 1.67% | Q1 2016 | Q3 2023 | 31 |
Advisors Asset Management, Inc. | 30 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 31 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 29 | 29 | 0.03% | 0.07% | 0.14% | Q3 2016 | Q3 2023 | 29 |
SYMPHONY ASSET MANAGEMENT LLC | 29 | 29 | 0.40% | 0.74% | 1.39% | Q2 2013 | Q2 2020 | 29 |
Roble, Belko & Company, Inc | 21 | 7 | 0.00% | 0.03% | 0.13% | Q1 2015 | Q4 2022 | 28 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2023 | 27 |
Cornerstone Wealth Management, LLC | 24 | 3 | 0.01% | 0.06% | 0.22% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Westchester Capital Management, LLC | 11 | 1 | 0.00% | 0.05% | 0.18% | Q4 2012 | Q4 2020 | 27 |
Garner Asset Management Corp | 26 | 26 | 0.27% | 0.45% | 0.77% | Q2 2017 | Q3 2023 | 26 |
Bell Bank | 26 | 26 | 0.18% | 0.55% | 0.98% | Q2 2013 | Q3 2019 | 26 |
Creative Planning | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
Koshinski Asset Management, Inc. | 26 | 26 | 0.05% | 0.10% | 0.37% | Q2 2017 | Q3 2023 | 26 |
Winslow, Evans & Crocker, Inc. | 25 | 25 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q4 2019 | 25 |
Circle Wealth Management, LLC | 19 | 5 | 0.06% | 0.54% | 1.44% | Q4 2016 | Q4 2022 | 24 |
Diligent Investors, LLC | 24 | 24 | 0.12% | 0.23% | 0.34% | Q4 2014 | Q3 2020 | 24 |
MUFG Americas Holdings Corp | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q4 2016 | 23 |
Horizon Kinetics | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
Tredje AP-fonden | 15 | 2 | 0.06% | 0.17% | 0.29% | Q2 2015 | Q2 2022 | 23 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Dynamic Advisor Solutions LLC | 15 | 6 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 21 |
Intersect Capital LLC | 21 | 21 | 0.38% | 1.54% | 3.26% | Q2 2017 | Q2 2022 | 21 |
Steward Partners Investment Advisory, LLC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
MARINER INVESTMENT GROUP LLC | 10 | 1 | 0.14% | 1.18% | 4.01% | Q2 2013 | Q1 2021 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 1.38% | 3.26% | Q4 2018 | Q3 2023 | 20 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 14 | 6 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2022 | 20 |
COHEN & STEERS, INC. | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
AQR Arbitrage LLC | 9 | 5 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 19 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2018 | 19 |
Focused Wealth Management, Inc | 19 | 19 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2018 | 19 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
BARD ASSOCIATES INC | 18 | 18 | 0.10% | 0.12% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Penserra Capital Management LLC | 12 | 1 | 0.00% | 0.09% | 0.39% | Q4 2015 | Q3 2021 | 18 |
RESTRUCTURING CAPITAL ASSOCIATES LP | 18 | 18 | 1.69% | 9.48% | 14.18% | Q4 2013 | Q1 2018 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 9 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 17 |
Greenwich Wealth Management LLC | 17 | 17 | 0.02% | 0.05% | 0.11% | Q3 2014 | Q3 2018 | 17 |
OAK HILL ADVISORS LP | 11 | 6 | 0.30% | 1.29% | 2.95% | Q4 2013 | Q2 2021 | 17 |
HL FINANCIAL SERVICES LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2019 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 17 |
WESCAP Management Group, Inc. | 17 | 17 | 0.04% | 0.10% | 0.27% | Q3 2019 | Q3 2023 | 17 |
JT Stratford LLC | 17 | 17 | 0.06% | 0.14% | 0.54% | Q4 2016 | Q4 2020 | 17 |
Cetera Advisor Networks LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2021 | 17 |
Next Capital Management LLC | 10 | 6 | 0.45% | 0.94% | 1.60% | Q4 2018 | Q3 2023 | 16 |
CREDIT SUISSE AG/ | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2016 | 16 |
REGIONS FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Sowell Financial Services LLC | 8 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q1 2021 | 16 |
WELLINGTON MANAGEMENT GROUP LLP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
LOOMIS SAYLES & CO L P | 16 | 16 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2018 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Shaker Financial Services, LLC | 7 | 2 | 0.14% | 0.54% | 0.96% | Q2 2014 | Q3 2023 | 16 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.40% | 1.35% | Q4 2013 | Q2 2023 | 16 |
Asset Allocation & Management Company, LLC | 16 | 16 | 0.06% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
INVESCO SENIOR SECURED MANAGEMENT INC /ADV | 16 | 16 | 1.39% | 4.35% | 6.49% | Q4 2017 | Q3 2021 | 16 |
Madden Advisory Services, Inc. | 16 | 16 | 0.05% | 0.20% | 0.41% | Q2 2013 | Q1 2017 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2022 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.01% | 0.06% | 0.15% | Q4 2014 | Q2 2023 | 15 |
BANK OF MONTREAL /CAN/ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 15 |
Relative Value Partners Group, LLC | 15 | 15 | 0.10% | 0.78% | 1.32% | Q4 2017 | Q2 2021 | 15 |
Bogart Wealth, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2020 | 14 |
Virtus ETF Advisers LLC | 9 | 5 | 0.13% | 0.29% | 0.70% | Q2 2019 | Q3 2023 | 14 |
Highlander Capital Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2016 | 14 |
Covington Capital Management | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 4 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q3 2020 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2019 | 14 |
Edge Wealth Management LLC | 9 | 5 | 0.00% | 0.12% | 1.09% | Q2 2013 | Q3 2017 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Evercore Wealth Management, LLC | 7 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 13 |
Baillie Gifford | 13 | 13 | 0.01% | 0.05% | 0.07% | Q4 2013 | Q4 2016 | 13 |
SteelPeak Wealth, LLC | 7 | 6 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q2 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
LeJeune Puetz Investment Counsel LLC | 12 | 12 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2022 | 12 |
US BANCORP \DE\ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 12 |
Barrett Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.09% | 0.29% | 0.60% | Q4 2013 | Q4 2018 | 12 |
HBK Sorce Advisory LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
BLACKROCK ADVISORS LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 12 |
RAYMOND JAMES TRUST N.A. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 12 |
SIT INVESTMENT ASSOCIATES INC | 4 | 3 | 0.01% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 11 |
Concert Wealth Management Inc. | 11 | 11 | 0.00% | 0.02% | 0.02% | Q1 2014 | Q3 2016 | 11 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 11 |
Saba Capital Management, L.P. | 11 | 11 | 0.04% | 1.54% | 3.29% | Q4 2018 | Q2 2021 | 11 |
Crescent Capital Group LP | 11 | 11 | 0.29% | 0.72% | 1.33% | Q1 2014 | Q3 2016 | 11 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 11 |
OTA Financial Group L.P. | 3 | 1 | 0.16% | 0.22% | 0.27% | Q3 2013 | Q3 2022 | 10 |
CIBC WORLD MARKET INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2015 | 10 |
COMERICA SECURITIES INC | 10 | 10 | 0.23% | 0.30% | 0.40% | Q2 2016 | Q3 2018 | 10 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 10 | 0.03% | 0.06% | 0.07% | Q4 2015 | Q1 2018 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q2 2023 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q2 2017 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Proficio Capital Partners LLC | 9 | 9 | 0.02% | 0.34% | 0.95% | Q1 2016 | Q1 2018 | 9 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Trust Asset Management LLC | 6 | 1 | 0.44% | 1.47% | 1.87% | Q3 2011 | Q1 2016 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
HighTower Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2018 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 9 |
ROBINSON CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.04% | 0.20% | 0.39% | Q2 2016 | Q3 2020 | 9 |
J.W. COLE ADVISORS, INC. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q4 2015 | 9 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Coe Capital Management, LLC | 8 | 8 | 0.05% | 0.10% | 0.18% | Q4 2014 | Q3 2016 | 8 |
SeaCrest Wealth Management, LLC | 7 | 1 | 0.01% | 0.03% | 0.03% | Q4 2017 | Q2 2022 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
Lido Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q4 2019 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.07% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
MONTAG A & ASSOCIATES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Clear Harbor Asset Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q4 2016 | 8 |
OAKTREE CAPITAL MANAGEMENT LP | 6 | 2 | 0.04% | 0.07% | 0.16% | Q1 2020 | Q3 2023 | 8 |
Wealthspire Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 8 |
Baird Financial Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Andesa Financial Management Inc. | 7 | 7 | 0.15% | 0.79% | 1.36% | Q3 2020 | Q1 2022 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.28% | 0.72% | 0.95% | Q1 2015 | Q3 2016 | 7 |
PARSONS CAPITAL MANAGEMENT INC/RI | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
RMB Capital Management, LLC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q1 2020 | 7 |
Rock Creek Group, LP | 7 | 7 | 0.00% | 0.92% | 1.76% | Q1 2022 | Q3 2023 | 7 |
FIRST FOUNDATION ADVISORS | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q4 2021 | 7 |
CWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2014 | 7 |
AEGON USA Investment Management, LLC | 7 | 7 | 0.33% | 0.48% | 0.67% | Q1 2022 | Q3 2023 | 7 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2021 | 6 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
BlackRock Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Certified Advisory Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 6 |
BLODGETT WEALTH ADVISORS, LLC | 6 | 6 | 0.18% | 0.46% | 0.73% | Q4 2021 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
PANAGORA ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Triad Investment Management | 6 | 6 | 0.15% | 1.53% | 2.44% | Q3 2019 | Q4 2020 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SeaBridge Investment Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Arlington Capital Management, Inc. | 5 | 5 | 0.24% | 0.26% | 0.28% | Q1 2019 | Q1 2020 | 5 |
Bain Capital Credit, LP | 2 | 1 | 1.16% | 3.10% | 5.73% | Q3 2014 | Q3 2016 | 5 |
Geneos Wealth Management Inc. | 2 | 1 | 0.00% | 0.11% | 0.30% | Q3 2017 | Q2 2022 | 5 |
Weiss Asset Management LP | 2 | 1 | 0.02% | 0.05% | 0.11% | Q4 2015 | Q1 2019 | 5 |
Q Global Advisors, LLC | 5 | 5 | 0.23% | 0.31% | 0.42% | Q4 2018 | Q4 2019 | 5 |
CSS LLC/IL | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q3 2016 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Ranger International Management, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Ballentine Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 5 |
Advocacy Wealth Management Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 5 |
GREAT LAKES ADVISORS, LLC | 3 | 2 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q2 2016 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 5 |
CORNERSTONE ADVISORS INC | 5 | 5 | 0.11% | 0.41% | 0.56% | Q4 2013 | Q4 2014 | 5 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 4 |
Shorepoint Capital Partners LLC | 4 | 4 | 0.14% | 0.40% | 0.76% | Q2 2019 | Q1 2020 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
CTC Alternative Strategies, Ltd. | 3 | 1 | 0.13% | 0.34% | 0.68% | Q4 2013 | Q4 2014 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Keystone Financial Group | 4 | 4 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q1 2019 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
FNY Investment Advisers, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 2.47% | 2.96% | 3.46% | Q1 2016 | Q4 2016 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 2.93% | 3.02% | 3.15% | Q4 2022 | Q3 2023 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q2 2015 | 4 |
Apollo Management Holdings, L.P. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 4 |
Absolute Return Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Janney Montgomery Scott LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
1607 Capital Partners, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 4 |
Zuckerman Investment Group, LLC | 4 | 4 | 0.99% | 1.10% | 1.17% | Q3 2015 | Q2 2016 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.37% | 0.41% | 0.44% | Q4 2022 | Q3 2023 | 4 |
FCG ADVISORS, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2016 | Q3 2017 | 4 |
Nuveen Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.07% | 0.18% | Q2 2019 | Q4 2022 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
DEUTSCHE BANK AG\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 3 |
INGALLS & SNYDER LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2017 | 3 |
CLOUGH CAPITAL PARTNERS L P | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.02% | 0.20% | 0.56% | Q4 2020 | Q2 2021 | 3 |
6 Meridian | 3 | 3 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q1 2020 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 3 |
Beach Point Capital Management LP | 3 | 3 | 0.12% | 0.39% | 0.61% | Q1 2019 | Q3 2019 | 3 |
Logan Stone Capital, LLC | 3 | 3 | 0.16% | 0.23% | 0.38% | Q3 2022 | Q1 2023 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 0.14% | 0.17% | 0.22% | Q4 2014 | Q2 2015 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 3 |
Sigma Planning Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
PFG Investments, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 3 | 3 | 0.16% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
NorthRock Partners, LLC | 3 | 3 | 0.03% | 0.26% | 0.43% | Q4 2015 | Q2 2016 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.05% | 0.08% | 0.12% | Q3 2015 | Q1 2016 | 3 |
GraniteShares Advisors LLC | 3 | 3 | 1.29% | 1.37% | 1.50% | Q1 2023 | Q3 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, L.P. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2020 | 3 |
RAYMOND JAMES TRUST CO. OF NH | 3 | 3 | 1.00% | 1.09% | 1.15% | Q1 2022 | Q3 2022 | 3 |
BAR HARBOR WEALTH MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2019 | 3 |
COMMERCE BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 3 |
Elequin Capital, LP | 3 | 3 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.16% | 0.21% | 0.26% | Q2 2018 | Q3 2018 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2013 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.31% | 0.36% | 0.41% | Q2 2013 | Q3 2013 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q4 2015 | 2 |
DRW Securities, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2014 | Q1 2015 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2015 | Q4 2017 | 2 |
Sather Financial Group Inc | 2 | 2 | 0.08% | 0.19% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Geneva Partners, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2021 | 2 |
NICHOLAS COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2014 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Elliott Investment Management L.P. | 2 | 2 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q1 2021 | 2 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.11% | 0.14% | Q1 2017 | Q4 2017 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Eos Management, L.P. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2015 | Q4 2015 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ARES MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Fort Warren Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
David J Yvars Group | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Almitas Capital LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2019 | Q4 2019 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Audent Global Asset Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q4 2019 | Q4 2019 | 1 |
WILLIAM HARRIS INVESTORS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Glassman Wealth Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 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 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Matisse Capital | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2019 | Q4 2019 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Quantedge Capital Pte Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own EATON VANCE FLTING RATE INC or have owned EATON VANCE FLTING RATE INC in the past.