Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 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 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GOODWIN DANIEL L | 36 | 5 | 0.18% | 0.38% | 0.75% | Q2 2013 | Q3 2023 | 41 |
Karpus Management, Inc. | 40 | 40 | 0.37% | 2.20% | 5.14% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
COHEN & STEERS, INC. | 34 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 39 |
JFS WEALTH ADVISORS, LLC | 36 | 36 | 0.01% | 0.56% | 0.88% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Roble, Belko & Company, Inc | 35 | 35 | 0.00% | 0.09% | 0.25% | Q1 2015 | Q3 2023 | 35 |
Invesco Ltd. | 19 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
HighTower Advisors, LLC | 26 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
SIT INVESTMENT ASSOCIATES INC | 15 | 2 | 0.01% | 0.09% | 0.40% | Q2 2013 | Q3 2023 | 34 |
AMERIPRISE FINANCIAL INC | 30 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
ALLIANCEBERNSTEIN L.P. | 27 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 32 |
Capital Investment Advisors, LLC | 32 | 32 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q4 2023 | 32 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 20 | 3 | 0.02% | 0.75% | 2.26% | Q2 2013 | Q3 2023 | 32 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 11 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2022 | 31 |
Private Advisor Group, LLC | 17 | 1 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2022 | 29 |
1607 Capital Partners, LLC | 28 | 28 | 0.25% | 0.59% | 0.89% | Q3 2014 | Q2 2021 | 28 |
Mathes Company, Inc. | 28 | 28 | 0.15% | 0.33% | 0.57% | Q1 2016 | Q4 2022 | 28 |
Creative Planning | 21 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 28 |
RAYMOND JAMES TRUST N.A. | 17 | 11 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 28 |
PEOPLES FINANCIAL SERVICES CORP. | 27 | 27 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 26 | 26 | 0.02% | 0.42% | 1.14% | Q3 2013 | Q4 2019 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.51% | 0.92% | 1.60% | Q2 2017 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
Fiera Capital Corp | 14 | 12 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2022 | 26 |
Parallel Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
PARK AVENUE SECURITIES LLC | 25 | 25 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
ROBINSON CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 1.97% | 3.54% | Q4 2015 | Q3 2023 | 25 |
Lido Advisors, LLC | 24 | 24 | 0.00% | 0.05% | 0.16% | Q1 2016 | Q4 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Wealth Alliance Advisory Group, LLC | 22 | 1 | 0.06% | 0.12% | 0.19% | Q4 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 23 |
North Star Investment Management Corp. | 17 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Pflug Koory, LLC | 23 | 23 | 0.14% | 0.22% | 0.31% | Q1 2018 | Q3 2023 | 23 |
Tradewinds Capital Management, LLC | 22 | 22 | 0.11% | 0.16% | 0.38% | Q4 2013 | Q1 2019 | 22 |
Dakota Wealth Management | 21 | 1 | 0.08% | 0.48% | 1.02% | Q1 2018 | Q3 2023 | 22 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 11 | 1 | 0.01% | 0.11% | 0.26% | Q3 2015 | Q3 2023 | 21 |
Wealthcare Advisory Partners LLC | 19 | 2 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 21 |
Wakefield Asset Management LLLP | 21 | 21 | 0.38% | 0.47% | 0.65% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FIRST FOUNDATION ADVISORS | 21 | 21 | 0.02% | 0.07% | 0.16% | Q3 2016 | Q3 2021 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
OPPENHEIMER & CO INC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2022 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 19 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 20 |
Jacobi Capital Management LLC | 20 | 20 | 0.00% | 0.07% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Good Life Advisors, LLC | 19 | 1 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 20 |
TODD ASSET MANAGEMENT LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 20 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 20 |
Geneos Wealth Management Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Bramshill Investments, LLC | 15 | 4 | 0.62% | 2.87% | 4.05% | Q3 2018 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
1832 Asset Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Dynamic Advisor Solutions LLC | 12 | 6 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q3 2022 | 18 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
NEXT Financial Group, Inc | 7 | 5 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q4 2021 | 18 |
Private Wealth Partners, LLC | 16 | 2 | 0.15% | 0.32% | 0.80% | Q3 2013 | Q4 2022 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
EAGLE GLOBAL ADVISORS LLC | 11 | 7 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2018 | 18 |
Laird Norton Wetherby Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2022 | 18 |
CWM, LLC | 11 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 18 |
AQR Arbitrage LLC | 7 | 2 | 0.00% | 0.03% | 0.17% | Q1 2015 | Q3 2023 | 18 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.02% | 0.05% | 0.20% | Q1 2014 | Q3 2023 | 18 |
Realta Investment Advisors | 18 | 18 | 0.03% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Relative Value Partners Group, LLC | 17 | 17 | 0.20% | 1.27% | 2.34% | Q4 2018 | Q4 2022 | 17 |
Evercore Wealth Management, LLC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2017 | 17 |
Busey Bank | 17 | 17 | 0.04% | 0.10% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.06% | 0.26% | 0.52% | Q4 2019 | Q3 2023 | 16 |
MACKAY SHIELDS LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2023 | 16 |
SMH CAPITAL ADVISORS INC | 16 | 16 | 0.19% | 0.33% | 0.80% | Q4 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 16 |
Camelot Portfolios, LLC | 15 | 15 | 0.05% | 0.21% | 0.32% | Q1 2019 | Q3 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
FIRST TRUST ADVISORS LP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Hardman Johnston Global Advisors LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 15 | 15 | 0.02% | 0.06% | 0.13% | Q3 2017 | Q1 2021 | 15 |
6 Meridian | 8 | 1 | 0.02% | 0.08% | 0.11% | Q4 2017 | Q4 2021 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.11% | 0.14% | 0.16% | Q4 2013 | Q4 2017 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
SECURITY NATIONAL TRUST CO | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
West Family Investments, Inc. | 14 | 14 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q1 2017 | 14 |
WEDBUSH SECURITIES INC | 11 | 3 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 14 |
DOLIVER ADVISORS, LP | 9 | 1 | 0.09% | 0.24% | 0.40% | Q1 2013 | Q2 2018 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 14 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q1 2022 | 13 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 13 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
HOLLENCREST CAPITAL MANAGEMENT | 6 | 3 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 13 |
NORTHERN TRUST CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Vivaldi Capital Management LP | 12 | 12 | 0.32% | 0.70% | 1.89% | Q3 2017 | Q2 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Summit Trail Advisors, LLC | 10 | 1 | 0.00% | 0.08% | 0.17% | Q2 2018 | Q2 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q2 2016 | 12 |
Wellspring Financial Advisors, LLC | 6 | 5 | 0.05% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 11 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.12% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 11 |
DEUTSCHE BANK AG\ | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2016 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
IBEX WEALTH ADVISORS | 11 | 11 | 0.05% | 0.09% | 0.15% | Q2 2020 | Q4 2022 | 11 |
CULLEN/FROST BANKERS, INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.08% | 0.73% | 1.11% | Q1 2021 | Q3 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 10 |
IHT Wealth Management, LLC | 6 | 4 | 0.07% | 0.19% | 0.38% | Q4 2018 | Q2 2021 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2021 | 10 |
OAK HILL ADVISORS LP | 10 | 10 | 0.91% | 1.36% | 2.15% | Q4 2013 | Q1 2016 | 10 |
Wealthspire Advisors, L.P. | 6 | 3 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2020 | 9 |
AJ WEALTH STRATEGIES, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 9 |
MARINER INVESTMENT GROUP LLC | 6 | 3 | 0.13% | 0.64% | 1.15% | Q2 2014 | Q3 2020 | 9 |
Oxbow Advisors, LLC | 5 | 4 | 0.36% | 0.73% | 1.32% | Q4 2015 | Q1 2020 | 9 |
M&R CAPITAL MANAGEMENT INC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 9 |
Hanlon Investment Management, Inc. | 9 | 9 | 0.04% | 0.06% | 0.14% | Q4 2019 | Q4 2021 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 9 |
Perkins Coie Trust Co | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 8 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
Lokken Investment Group LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.15% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 8 |
DRW Securities, LLC | 8 | 8 | 0.02% | 0.04% | 0.10% | Q3 2013 | Q2 2015 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 7 | 7 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q2 2020 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
First Allied Advisory Services, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2017 | 7 |
Eagle Bluffs Wealth Management LLC | 7 | 7 | 0.24% | 0.41% | 0.56% | Q1 2022 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 7 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 7 | 7 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q4 2014 | 7 |
WASHINGTON TRUST Co | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 7 |
HM PAYSON & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Global Endowment Management, LP | 7 | 7 | 0.03% | 0.09% | 0.19% | Q4 2013 | Q2 2015 | 7 |
FNY Investment Advisers, LLC | 5 | 1 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q4 2020 | 6 |
MAIRS & POWER INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
ACCESS FINANCIAL SERVICES, INC. | 6 | 6 | 0.82% | 0.91% | 0.97% | Q4 2020 | Q1 2022 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 6 |
West Branch Capital LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.08% | 0.26% | 0.50% | Q4 2021 | Q3 2023 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 6 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Centennial Wealth Advisory LLC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Rock Point Advisors, LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q1 2020 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2018 | Q3 2019 | 6 |
Logan Stone Capital, LLC | 5 | 1 | 0.17% | 0.35% | 0.55% | Q1 2022 | Q3 2023 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CLOUGH CAPITAL PARTNERS L P | 6 | 6 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q2 2020 | 6 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q4 2019 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 5 |
InTrack Investment Management Inc | 5 | 5 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q4 2022 | 5 |
JANE STREET GROUP, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
American Portfolios Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 5 |
Ackerman Capital Advisors, LLC | 2 | 1 | 0.00% | 0.07% | 0.18% | Q1 2019 | Q2 2021 | 5 |
AQR Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Salomon & Ludwin, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.07% | 0.10% | 0.12% | Q4 2017 | Q4 2018 | 5 |
Ironsides Asset Advisors, LLC | 4 | 1 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Starfox Financial Services, LLC | 5 | 5 | 0.40% | 0.43% | 0.49% | Q4 2021 | Q4 2022 | 5 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Clarus Group, Inc. | 5 | 5 | 0.09% | 0.14% | 0.21% | Q4 2020 | Q4 2021 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
EASTERN BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Plante Moran Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2018 | 4 |
BESSEMER GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Berkeley Capital Partners, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q2 2016 | Q1 2017 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
LEO BROKERAGE, LLC | 3 | 1 | 0.27% | 0.35% | 0.44% | Q1 2021 | Q1 2022 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
BRINKER CAPITAL INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q3 2015 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Concord Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 0.13% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 1.62% | 1.69% | 1.81% | Q4 2022 | Q3 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q4 2022 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
CITY HOLDING CO | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q3 2015 | 4 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Coe Capital Management, LLC | 3 | 3 | 0.07% | 0.11% | 0.13% | Q4 2014 | Q2 2015 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.12% | 0.21% | 0.31% | Q1 2019 | Q3 2019 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
FCA CORP /TX | 3 | 3 | 0.15% | 0.18% | 0.23% | Q4 2017 | Q2 2018 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2022 | 3 |
Altus Wealth Group LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q4 2020 | Q2 2021 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Archford Capital Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 3 |
Centiva Capital, LP | 3 | 3 | 0.02% | 0.04% | 0.10% | Q1 2019 | Q3 2019 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
HBK Sorce Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q4 2020 | Q1 2021 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Matisse Capital | 2 | 2 | 0.18% | 0.20% | 0.22% | Q4 2018 | Q1 2019 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BRYN MAWR TRUST Co | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q2 2013 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
WNY Asset Management, LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Allen Investment Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
America First Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2021 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2019 | Q1 2019 | 1 |
BURNEY CO/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Samson Capital Advisors LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2015 | Q3 2015 | 1 |
First Command Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GenTrust, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Liberty Street Advisors, Inc. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2015 | Q2 2015 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
First PREMIER Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Bank of New Hampshire | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Brookstone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Argent Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Simply Money Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SWMG, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
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This page lists all the filers that currently own EATON VANCE MUN BD FD or have owned EATON VANCE MUN BD FD in the past.