Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Joel Isaacson & Co., LLC | 44 | 44 | 1.15% | 2.90% | 5.19% | Q4 2012 | Q3 2023 | 44 |
HUNTINGTON NATIONAL BANK | 19 | 10 | 0.00% | 0.00% | 0.01% | Q3 2010 | Q3 2023 | 43 |
COHEN & STEERS, INC. | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 28 | 13 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 41 |
Invesco Ltd. | 37 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.10% | 0.18% | 0.33% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 40 |
Creative Planning | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 29 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
Private Advisor Group, LLC | 33 | 1 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 38 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.02% | 0.32% | 0.64% | Q4 2014 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 25 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 26 | 10 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 36 |
Formidable Asset Management, LLC | 15 | 1 | 0.04% | 2.89% | 5.98% | Q3 2013 | Q3 2023 | 35 |
Focused Wealth Management, Inc | 16 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 34 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2023 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 33 |
Penbrook Management LLC | 20 | 12 | 0.25% | 0.62% | 1.14% | Q4 2013 | Q3 2022 | 32 |
CWM, LLC | 22 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 32 |
GOLDMAN SACHS GROUP INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2020 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 28 |
WealthTrust Axiom LLC | 22 | 2 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q1 2021 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.03% | 0.22% | Q2 2014 | Q4 2021 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q1 2023 | 27 |
KEYBANK NATIONAL ASSOCIATION/OH | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
HighTower Advisors, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Lourd Capital, LLC | 25 | 25 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q2 2019 | 25 |
FIDUCIARY TRUST CO | 24 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 25 |
US BANCORP \DE\ | 18 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 25 |
Snowden Capital Advisors LLC | 8 | 3 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 24 |
Shaker Financial Services, LLC | 9 | 1 | 0.13% | 1.14% | 2.97% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2021 | 24 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 24 |
McGowan Group Asset Management, Inc. | 14 | 9 | 0.06% | 0.98% | 2.75% | Q4 2014 | Q3 2023 | 23 |
Financial Advocates Investment Management | 19 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 23 |
BANK OF MONTREAL /CAN/ | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 22 |
Barrett Asset Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 21 |
Brinker Capital Investments, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
DAVENPORT & Co LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Private Portfolio Partners LLC | 20 | 20 | 0.07% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 11 | 4 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 19 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
Karpus Management, Inc. | 11 | 4 | 0.01% | 0.46% | 1.08% | Q2 2013 | Q3 2023 | 20 |
Apriem Advisors | 10 | 9 | 0.00% | 0.14% | 0.42% | Q2 2013 | Q2 2020 | 19 |
Wealth Alliance Advisory Group, LLC | 19 | 19 | 0.11% | 0.15% | 0.18% | Q1 2019 | Q3 2023 | 19 |
Glassman Wealth Services | 16 | 2 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q4 2020 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2021 | 18 |
CHEMICAL BANK | 18 | 18 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2019 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.05% | 0.29% | Q2 2018 | Q3 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Ahrens Investment Partners LLC | 8 | 1 | 0.00% | 0.09% | 0.11% | Q4 2016 | Q1 2023 | 17 |
180 WEALTH ADVISORS, LLC | 9 | 1 | 0.05% | 0.09% | 0.12% | Q4 2017 | Q4 2022 | 17 |
Aspire Private Capital, LLC | 13 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
Mariner, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
DEUTSCHE BANK AG\ | 12 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 17 |
MUFG Americas Holdings Corp | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
NewEdge Advisors, LLC | 7 | 4 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 16 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.41% | 0.85% | Q2 2013 | Q1 2017 | 16 |
CPWM, LLC | 11 | 1 | 0.00% | 0.05% | 0.12% | Q1 2014 | Q3 2018 | 16 |
Evercore Wealth Management, LLC | 12 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.18% | 0.29% | 0.68% | Q4 2019 | Q3 2023 | 16 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 1 | 0.00% | 0.03% | 0.18% | Q2 2017 | Q3 2023 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.04% | 0.06% | 0.08% | Q3 2015 | Q1 2019 | 15 |
1776 Wealth LLC | 15 | 15 | 0.78% | 1.13% | 1.27% | Q4 2019 | Q2 2023 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Cribstone Capital Management, LLC | 15 | 15 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q4 2019 | 15 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 15 | 15 | 0.34% | 0.69% | 0.98% | Q2 2013 | Q4 2016 | 15 |
Sowell Financial Services LLC | 8 | 7 | 0.01% | 0.05% | 0.17% | Q3 2019 | Q3 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
TRUIST FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
M&T BANK CORP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 15 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.11% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Bogart Wealth, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2020 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.06% | Q2 2013 | Q3 2016 | 14 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
SMH CAPITAL ADVISORS INC | 11 | 2 | 0.40% | 0.60% | 1.64% | Q3 2019 | Q2 2023 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
VICUS CAPITAL | 13 | 13 | 0.04% | 0.05% | 0.08% | Q2 2014 | Q2 2017 | 13 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q4 2021 | 12 |
Cetera Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.51% | 1.33% | 1.87% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 11 | 1 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q4 2022 | 12 |
American Portfolios Advisors | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 12 |
Laurel Wealth Advisors, Inc. | 12 | 12 | 0.05% | 0.11% | 0.18% | Q1 2017 | Q4 2019 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.16% | 0.20% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 7 | 5 | 0.12% | 0.25% | 0.38% | Q3 2020 | Q3 2023 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
MRA Advisory Group | 12 | 12 | 1.16% | 1.41% | 1.58% | Q4 2020 | Q3 2023 | 12 |
First Allied Advisory Services, Inc. | 11 | 11 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Plante Moran Financial Advisors, LLC | 9 | 2 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q3 2021 | 11 |
Tiller Private Wealth, Inc. | 11 | 11 | 1.40% | 3.56% | 4.54% | Q4 2015 | Q2 2018 | 11 |
SevenBridge Financial Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 11 |
Meridian Wealth Management, LLC | 6 | 1 | 0.02% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2020 | 11 |
WASHINGTON TRUST BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 10 |
Roble, Belko & Company, Inc | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
Ledyard National Bank | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
PEOPLES FINANCIAL SERVICES CORP. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Avondale Wealth Management | 10 | 10 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q1 2020 | 10 |
Virtu KCG Holdings LLC | 5 | 4 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2015 | 9 |
BESSEMER GROUP INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Regis Management CO LLC | 9 | 9 | 0.08% | 0.09% | 0.10% | Q4 2015 | Q4 2017 | 9 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 9 |
VSR Financial Services, Inc. | 7 | 2 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q1 2016 | 9 |
Sound Income Strategies, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
Acorn Wealth Advisors, LLC | 4 | 2 | 0.06% | 0.15% | 0.21% | Q4 2017 | Q2 2021 | 9 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.12% | 0.34% | 0.59% | Q2 2013 | Q4 2018 | 9 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.03% | 0.10% | 0.46% | Q2 2015 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q4 2018 | 8 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q2 2019 | 8 |
Baird Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.01% | 0.20% | 0.34% | Q4 2013 | Q1 2016 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.27% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 8 |
TRUST CO OF VERMONT | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 0.42% | 0.58% | 0.81% | Q1 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Princeton Global Asset Management LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 8 |
TCF National Bank | 7 | 7 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q1 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Allred Capital Management, LLC | 3 | 1 | 0.04% | 0.20% | 0.24% | Q4 2018 | Q1 2021 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
BB&T SECURITIES, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
SHEPHERD KAPLAN KROCHUK, LLC | 7 | 7 | 0.02% | 0.08% | 0.10% | Q2 2014 | Q4 2015 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 7 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 6 |
Clear Perspective Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Prospera Financial Services Inc | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
David J Yvars Group | 6 | 6 | 0.13% | 0.17% | 0.29% | Q1 2021 | Q2 2022 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
1832 Asset Management L.P. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2016 | 6 |
RAYMOND JAMES TRUST N.A. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 6 |
Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
DUBUQUE BANK & TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Zullo Investment Group, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 5 |
Royal Fund Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 5 |
Inscription Capital, LLC | 5 | 5 | 0.11% | 0.96% | 1.66% | Q4 2018 | Q4 2019 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Johnson & White Wealth Management, LLC | 5 | 5 | 0.20% | 0.46% | 1.29% | Q3 2022 | Q3 2023 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 5 |
SUNTRUST BANKS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
NWAM LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q2 2012 | Q2 2013 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
NATIONAL PLANNING CORP | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2014 | Q3 2017 | 5 |
Kovack Advisors, Inc. | 5 | 5 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q4 2020 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
HL FINANCIAL SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 5 |
MONROE BANK & TRUST/MI | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
USCA RIA LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q4 2014 | Q4 2015 | 5 |
Institute for Wealth Management, LLC. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
FineMark National Bank & Trust | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 |
AQR Capital Management | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2014 | 5 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 4 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2022 | 4 |
Legacy Private Trust Co. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q4 2014 | 4 |
Diversified Portfolios, Inc. | 4 | 4 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q4 2017 | 4 |
New Harbor Financial Group, LLC | 4 | 4 | 0.00% | 0.05% | 0.09% | Q4 2014 | Q3 2015 | 4 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2018 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q1 2020 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.06% | 0.11% | 0.13% | Q4 2018 | Q3 2019 | 4 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 3 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2014 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.61% | 0.77% | 0.91% | Q2 2015 | Q1 2016 | 4 |
Elequin Capital, LP | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.72% | 0.88% | 1.30% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Vident Investment Advisory, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q4 2018 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.07% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
QUADRANT CAPITAL GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
KHP Capital, LLC | 4 | 4 | 0.31% | 0.32% | 0.35% | Q4 2017 | Q3 2018 | 4 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 4 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2018 | 4 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
CLOUGH CAPITAL PARTNERS L P | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Brookstone Capital Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q4 2022 | 3 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2019 | 3 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.04% | 0.08% | 0.14% | Q3 2019 | Q2 2020 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Xcel Wealth Management, LLC | 2 | 1 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 3 |
MOTCO | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Addison Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.05% | 0.11% | Q1 2020 | Q2 2020 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q2 2014 | Q1 2015 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.12% | 0.17% | 0.22% | Q4 2018 | Q1 2019 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q3 2022 | Q4 2022 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2022 | 2 |
Cowen Prime Services LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q4 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Cornerstone Advisors, LLC | 2 | 2 | 0.25% | 0.35% | 0.44% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q1 2021 | Q2 2021 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 2 | 0.09% | 0.17% | 0.24% | Q3 2017 | Q4 2017 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.14% | 0.22% | 0.30% | Q2 2015 | Q1 2017 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.33% | 0.38% | 0.43% | Q2 2011 | Q3 2011 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Essex Savings Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Jolley Asset Management, LLC | 2 | 2 | 0.32% | 0.34% | 0.36% | Q4 2019 | Q1 2020 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.24% | 0.25% | 0.25% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Madden Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2017 | 2 |
OTA Financial Group L.P. | 1 | 1 | 0.46% | 0.47% | 0.48% | Q4 2013 | Q1 2016 | 2 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
Hennion & Walsh Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Norway Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Dakota Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own EATON VANCE TAX ADVT DIV INC or have owned EATON VANCE TAX ADVT DIV INC in the past.