Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.21% | 1.31% | 2.96% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Camelot Portfolios, LLC | 42 | 42 | 0.52% | 2.89% | 4.60% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Apriem Advisors | 42 | 42 | 0.04% | 0.56% | 2.86% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.01% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WealthTrust Axiom LLC | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Aviance Capital Partners, LLC | 42 | 42 | 0.18% | 0.40% | 0.67% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Advisors, LLC | 41 | 41 | 0.01% | 0.07% | 0.36% | Q4 2013 | Q4 2023 | 41 |
LPL Financial LLC | 26 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
OARSMAN CAPITAL, INC. | 27 | 14 | 0.12% | 0.27% | 0.59% | Q2 2013 | Q3 2023 | 41 |
STALEY CAPITAL ADVISERS INC | 41 | 41 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
Focused Wealth Management, Inc | 24 | 16 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 40 |
Selway Asset Management | 38 | 2 | 0.36% | 1.05% | 1.84% | Q3 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
HOLLENCREST CAPITAL MANAGEMENT | 32 | 4 | 0.02% | 0.04% | 0.15% | Q4 2013 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisors LLC | 22 | 13 | 0.00% | 0.06% | 0.40% | Q2 2014 | Q3 2023 | 35 |
Shaker Financial Services, LLC | 11 | 1 | 0.23% | 1.07% | 2.56% | Q2 2013 | Q3 2023 | 35 |
Advisors Asset Management, Inc. | 20 | 14 | 0.00% | 0.09% | 0.30% | Q2 2013 | Q1 2023 | 34 |
Sigma Planning Corp | 34 | 34 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2023 | 34 |
Pointe Capital Management LLC | 27 | 7 | 0.16% | 0.69% | 1.17% | Q1 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 34 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 30 | 1 | 0.08% | 2.05% | 3.93% | Q4 2013 | Q3 2023 | 33 |
Cetera Advisor Networks LLC | 13 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 33 |
ZAZOVE ASSOCIATES LLC | 32 | 32 | 0.00% | 0.21% | 0.35% | Q3 2013 | Q2 2021 | 32 |
Chicago Partners Investment Group LLC | 32 | 32 | 0.01% | 0.95% | 1.98% | Q4 2015 | Q3 2023 | 32 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 12 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 31 |
Avior Wealth Management, LLC | 30 | 30 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2021 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.03% | 0.09% | 0.25% | Q2 2013 | Q3 2020 | 30 |
Relative Value Partners Group, LLC | 28 | 2 | 0.02% | 2.85% | 4.29% | Q2 2015 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.02% | 0.22% | Q4 2013 | Q4 2020 | 29 |
Thomas J. Herzfeld Advisors, Inc. | 15 | 13 | 0.02% | 1.24% | 4.59% | Q4 2013 | Q3 2021 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.02% | 0.09% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Saba Capital Management, L.P. | 18 | 1 | 0.01% | 1.36% | 4.14% | Q3 2013 | Q1 2022 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 27 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
BANK OF MONTREAL /CAN/ | 18 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 26 |
Advisory Services Network, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 26 |
WADE G W & INC | 23 | 3 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2021 | 26 |
BECK MACK & OLIVER LLC | 25 | 25 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2020 | 25 |
Fiera Capital Corp | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Carroll Financial Associates, Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
EVERGREEN CAPITAL MANAGEMENT LLC | 25 | 25 | 0.01% | 0.16% | 0.64% | Q3 2017 | Q3 2023 | 25 |
SHUFRO ROSE & CO LLC | 23 | 1 | 0.01% | 0.05% | 0.11% | Q3 2012 | Q4 2018 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 24 |
FIFTH THIRD BANCORP | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 24 |
Harbour Capital Advisors, LLC | 15 | 9 | 0.05% | 0.19% | 0.84% | Q1 2013 | Q1 2019 | 24 |
Merit Financial Group, LLC | 24 | 24 | 0.02% | 0.12% | 0.27% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
B. Riley Wealth Advisors, Inc. | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.22% | 0.30% | 0.54% | Q4 2017 | Q3 2023 | 24 |
Penserra Capital Management LLC | 16 | 8 | 0.00% | 0.17% | 0.68% | Q4 2015 | Q3 2023 | 24 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8 | 1 | 0.01% | 0.10% | 0.30% | Q3 2014 | Q3 2023 | 24 |
Edmonds Duncan Registered Investment Advisors, LLC | 14 | 10 | 0.07% | 0.50% | 0.95% | Q4 2015 | Q3 2023 | 24 |
Rock Point Advisors, LLC | 23 | 23 | 0.10% | 0.21% | 0.47% | Q1 2018 | Q3 2023 | 23 |
CAHILL FINANCIAL ADVISORS INC | 23 | 23 | 0.11% | 0.24% | 0.39% | Q1 2018 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.22% | 0.33% | 0.52% | Q1 2018 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q4 2018 | 23 |
Arete Wealth Advisors, LLC | 22 | 22 | 0.01% | 0.32% | 1.11% | Q2 2018 | Q3 2023 | 22 |
1607 Capital Partners, LLC | 22 | 22 | 0.68% | 1.13% | 1.80% | Q1 2016 | Q2 2021 | 22 |
Veritable, L.P. | 15 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2023 | 22 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 22 | 22 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2022 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 21 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.02% | 0.07% | 0.19% | Q2 2018 | Q2 2023 | 21 |
Vident Investment Advisory, LLC | 18 | 3 | 0.06% | 0.43% | 0.82% | Q2 2015 | Q2 2022 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 21 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2019 | 20 |
FIRST TRUST ADVISORS LP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Westbourne Investment Advisors, Inc. | 13 | 1 | 0.08% | 1.61% | 2.51% | Q2 2015 | Q4 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Good Life Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q1 2023 | 20 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 20 |
Greenwich Wealth Management LLC | 20 | 20 | 0.05% | 0.11% | 0.47% | Q3 2013 | Q2 2018 | 20 |
AE Wealth Management LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 19 |
D.A. DAVIDSON & CO. | 17 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2022 | 19 |
IHT Wealth Management, LLC | 14 | 5 | 0.00% | 0.21% | 0.59% | Q4 2016 | Q3 2021 | 19 |
Coastal Bridge Advisors, LLC | 19 | 19 | 0.42% | 0.83% | 1.36% | Q4 2016 | Q2 2021 | 19 |
FIRST MANHATTAN CO. LLC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Ford Financial Group, LLC | 17 | 1 | 0.04% | 0.08% | 0.10% | Q4 2017 | Q3 2022 | 18 |
Blume Capital Management, Inc. | 18 | 18 | 0.03% | 0.62% | 1.06% | Q4 2013 | Q1 2018 | 18 |
OPTIMUM INVESTMENT ADVISORS | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2022 | 18 |
DOLIVER ADVISORS, LP | 9 | 2 | 0.05% | 0.66% | 1.86% | Q3 2013 | Q3 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Cowen Prime Services LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 18 |
Accuvest Global Advisors | 18 | 18 | 0.06% | 0.10% | 0.17% | Q4 2014 | Q1 2019 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.02% | 0.10% | 0.15% | Q2 2013 | Q3 2017 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 17 |
Kovack Advisors, Inc. | 17 | 17 | 0.06% | 0.21% | 0.90% | Q1 2014 | Q1 2018 | 17 |
HIGHLAND CAPITAL MANAGEMENT LP | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2017 | 17 |
CREDIT SUISSE AG/ | 9 | 8 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 17 |
Barrett Asset Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AQR Arbitrage LLC | 6 | 1 | 0.00% | 0.03% | 0.19% | Q1 2015 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.05% | 0.17% | 0.48% | Q2 2019 | Q3 2023 | 16 |
Advocacy Wealth Management Services, LLC | 15 | 1 | 0.00% | 2.38% | 6.88% | Q4 2015 | Q1 2022 | 16 |
Rockefeller Capital Management L.P. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 16 |
Sound Income Strategies, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
AVALON CAPITAL MANAGEMENT | 13 | 3 | 0.15% | 0.61% | 1.70% | Q4 2015 | Q4 2019 | 16 |
Edge Wealth Management LLC | 16 | 16 | 0.01% | 0.05% | 0.14% | Q2 2016 | Q1 2020 | 16 |
MARINER INVESTMENT GROUP LLC | 9 | 7 | 0.11% | 0.74% | 2.06% | Q3 2015 | Q4 2019 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OAK HILL ADVISORS LP | 15 | 15 | 0.23% | 0.90% | 3.55% | Q1 2020 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
Bartlett & Co. LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 15 |
TD Capital Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 15 |
SUNTRUST BANKS INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
SeaBridge Investment Advisors LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
SeaCrest Wealth Management, LLC | 9 | 6 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 15 |
RMB Capital Management, LLC | 8 | 1 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q3 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 14 |
MUFG Americas Holdings Corp | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 14 |
Meristem Family Wealth, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q1 2022 | 14 |
Bogart Wealth, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2020 | 14 |
MML INVESTORS SERVICES, LLC | 9 | 5 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2019 | 14 |
ROBINSON CAPITAL MANAGEMENT, LLC | 9 | 2 | 0.06% | 0.71% | 1.56% | Q2 2016 | Q4 2020 | 14 |
Summit Financial Wealth Advisors, LLC | 14 | 14 | 0.06% | 0.16% | 0.44% | Q2 2015 | Q3 2018 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Moors & Cabot, Inc. | 10 | 4 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Claro Advisors LLC | 13 | 1 | 0.02% | 0.09% | 0.22% | Q4 2018 | Q4 2022 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2019 | 14 |
HOWARD WEALTH MANAGEMENT, LLC | 14 | 14 | 0.85% | 1.99% | 3.42% | Q4 2019 | Q1 2023 | 14 |
LAZARD ASSET MANAGEMENT LLC | 7 | 6 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2022 | 13 |
ALETHEA CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.51% | 0.85% | 1.46% | Q4 2014 | Q4 2017 | 13 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 13 | 13 | 0.05% | 0.09% | 0.21% | Q4 2016 | Q4 2019 | 13 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 13 |
PARK AVENUE SECURITIES LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q1 2021 | 13 |
B. Riley Wealth Management, Inc. | 7 | 6 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2022 | 13 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
KEYBANK NATIONAL ASSOCIATION/OH | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q4 2015 | 13 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Evercore Wealth Management, LLC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2022 | 12 |
BENEDICT FINANCIAL ADVISORS INC | 12 | 12 | 0.08% | 0.10% | 0.14% | Q4 2014 | Q3 2017 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.07% | 0.13% | Q4 2018 | Q3 2021 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.04% | 0.16% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.14% | 0.23% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.06% | 0.10% | 0.13% | Q4 2015 | Q3 2018 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
D. E. Shaw & Co., Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Ellis Investment Partners, LLC | 5 | 3 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 11 | 1 | 0.02% | 0.07% | 0.26% | Q2 2018 | Q3 2023 | 12 |
Squar Milner Financial Services LLC | 11 | 11 | 0.15% | 0.37% | 0.68% | Q4 2017 | Q2 2020 | 11 |
Gilbert & Cook, Inc. | 11 | 11 | 0.33% | 0.43% | 0.64% | Q1 2021 | Q3 2023 | 11 |
SEIZERT CAPITAL PARTNERS, LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2019 | 11 |
GPS Wealth Strategies Group, LLC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Carmichael Hill & Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2022 | 11 |
JPMORGAN CHASE & CO | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.00% | 0.23% | 0.47% | Q2 2018 | Q3 2023 | 11 |
PFG Advisors | 10 | 1 | 0.01% | 0.02% | 0.15% | Q4 2018 | Q2 2023 | 11 |
Bramshill Investments, LLC | 8 | 1 | 0.00% | 0.40% | 1.31% | Q3 2018 | Q3 2022 | 11 |
M&R CAPITAL MANAGEMENT INC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 10 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2022 | 10 |
Investors Capital Advisory Services | 10 | 10 | 0.22% | 0.25% | 0.28% | Q1 2014 | Q2 2016 | 10 |
Transamerica Financial Advisors, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 10 |
WHITTIER TRUST CO | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 10 |
MGO ONE SEVEN LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2021 | 10 |
Greytown Advisors Inc. | 10 | 10 | 0.07% | 0.10% | 0.14% | Q1 2021 | Q2 2023 | 10 |
FNY Investment Advisers, LLC | 7 | 3 | 0.00% | 0.04% | 0.19% | Q4 2018 | Q2 2021 | 10 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2018 | 10 |
Founders Capital Management | 10 | 10 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q2 2019 | 10 |
WealthTrust Asset Management, LLC | 10 | 10 | 0.09% | 0.15% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2019 | 9 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2017 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 9 |
Laurion Capital Management LP | 4 | 1 | 0.01% | 0.06% | 0.28% | Q1 2015 | Q1 2018 | 9 |
&PARTNERS | 6 | 3 | 0.05% | 0.10% | 0.22% | Q4 2018 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 9 |
PANAGORA ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 9 |
Crow Point Partners, LLC | 9 | 9 | 0.12% | 0.33% | 1.67% | Q4 2017 | Q4 2019 | 9 |
BURKE & HERBERT BANK & TRUST CO | 9 | 9 | 0.14% | 0.17% | 0.19% | Q3 2016 | Q3 2018 | 9 |
EWG Elevate Inc. | 7 | 1 | 0.02% | 0.63% | 1.06% | Q4 2019 | Q4 2022 | 9 |
Yorktown Management & Research Co Inc | 9 | 9 | 0.74% | 0.94% | 1.05% | Q1 2015 | Q1 2017 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 9 |
Intellectus Partners, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 9 |
Quadrant Private Wealth Management, LLC | 9 | 9 | 2.27% | 3.24% | 4.59% | Q4 2017 | Q4 2019 | 9 |
Weather Gauge Advisory, LLC | 9 | 9 | 0.16% | 0.17% | 0.18% | Q4 2018 | Q4 2020 | 9 |
Powell Investment Advisors, LLC | 9 | 9 | 0.19% | 0.23% | 0.34% | Q4 2019 | Q4 2021 | 9 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2023 | 9 |
WFG Advisors, LP | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 9 |
Wagner Wealth Management, LLC | 4 | 1 | 0.01% | 0.05% | 0.07% | Q4 2017 | Q3 2022 | 9 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q4 2020 | 8 |
NORTHERN TRUST CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.00% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL PLANNING CORP | 6 | 2 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2017 | 8 |
Strategic Advisors LLC | 8 | 8 | 0.08% | 0.27% | 0.51% | Q1 2016 | Q4 2017 | 8 |
MKT Advisors LLC | 8 | 8 | 0.08% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
FRANKLIN RESOURCES INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Marcum Wealth, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
Essex Savings Bank | 5 | 3 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 8 |
Allen Investment Management, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q2 2016 | 8 |
Efficient Market Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Clear Harbor Asset Management, LLC | 5 | 1 | 0.01% | 0.04% | 0.05% | Q4 2015 | Q3 2020 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 7 |
RELIANCE TRUST CO OF DELAWARE | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
6 Meridian | 7 | 7 | 0.16% | 0.20% | 0.27% | Q1 2018 | Q3 2019 | 7 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 7 |
DAVENPORT & Co LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Cadence Wealth Management LLC | 7 | 7 | 0.11% | 0.33% | 0.51% | Q1 2021 | Q3 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Vivaldi Capital Management LP | 7 | 7 | 0.58% | 0.86% | 1.00% | Q3 2019 | Q1 2021 | 7 |
Peachtree Investment Advisors, Inc. | 7 | 7 | 0.14% | 0.33% | 0.41% | Q4 2013 | Q2 2015 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Pekin Hardy Strauss, Inc. | 7 | 7 | 0.02% | 0.04% | 0.16% | Q2 2021 | Q4 2022 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.12% | 0.27% | Q2 2013 | Q4 2014 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Sterneck Capital Management, LLC | 7 | 7 | 0.23% | 0.44% | 0.58% | Q4 2014 | Q2 2016 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2014 | 7 |
Relative Value Partners, LLC | 7 | 7 | 0.81% | 1.63% | 2.07% | Q3 2013 | Q1 2015 | 7 |
MJP ASSOCIATES INC /ADV | 5 | 1 | 0.03% | 0.22% | 0.61% | Q4 2020 | Q2 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
BLACKROCK ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Wills Financial Group, Inc. | 6 | 6 | 0.35% | 0.42% | 0.49% | Q4 2013 | Q1 2015 | 6 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 6 |
Nationwide Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
JANUS HENDERSON INVESTORS US LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.04% | 0.15% | 0.34% | Q4 2015 | Q3 2018 | 6 |
DEARBORN CAPITAL MANAGEMENT LLC | 6 | 6 | 2.23% | 3.81% | 4.91% | Q2 2017 | Q3 2018 | 6 |
UBS AG | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Sutton Wealth Advisors Inc. | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
LS Investment Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CITY HOLDING CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
IMA Wealth, Inc. | 6 | 6 | 0.76% | 0.92% | 1.14% | Q2 2013 | Q3 2014 | 6 |
WMG Financial Advisors, LLC | 5 | 1 | 0.07% | 0.11% | 0.14% | Q4 2021 | Q2 2023 | 6 |
Western Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q1 2020 | 6 |
Atria Investments, Inc | 6 | 6 | 0.03% | 0.05% | 0.06% | Q3 2014 | Q4 2015 | 6 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2018 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
TOMPKINS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.86% | 1.48% | 1.84% | Q4 2021 | Q1 2023 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.04% | 0.10% | 0.22% | Q1 2015 | Q4 2022 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Lindbrook Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 6 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q4 2022 | 5 |
FIRST INTERSTATE BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Ascendant Capital Management, LLC | 5 | 5 | 0.57% | 0.88% | 1.11% | Q4 2020 | Q4 2021 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.13% | 0.16% | 0.18% | Q4 2021 | Q4 2022 | 5 |
Krilogy Financial LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q3 2016 | 5 |
DFPG INVESTMENTS, LLC | 5 | 5 | 0.10% | 0.14% | 0.18% | Q4 2018 | Q4 2019 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
Community Capital Management, LLC | 5 | 5 | 0.47% | 0.54% | 0.61% | Q4 2018 | Q4 2019 | 5 |
State of Tennessee, Treasury Department | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.32% | 1.59% | Q1 2020 | Q1 2021 | 5 |
Baird Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Argent Trust Co | 5 | 5 | 0.10% | 0.11% | 0.12% | Q1 2015 | Q1 2016 | 5 |
Human Investing LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q1 2015 | Q1 2016 | 5 |
Karp Capital Management Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Claybrook Capital, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2015 | 4 |
Starfire Investment Advisers, Inc. | 3 | 1 | 0.27% | 0.46% | 0.98% | Q1 2015 | Q4 2017 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
West Branch Capital LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CABOT WEALTH MANAGEMENT INC | 3 | 1 | 0.20% | 0.47% | 0.57% | Q2 2013 | Q2 2014 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.08% | 0.28% | 0.40% | Q4 2017 | Q3 2018 | 4 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 4 | 4 | 0.03% | 1.71% | 3.44% | Q2 2013 | Q1 2014 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2020 | 4 |
NWAM LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q1 2017 | 4 |
Placemark Investments, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.11% | 0.17% | 0.23% | Q4 2021 | Q3 2022 | 4 |
CORNERSTONE ADVISORS INC | 4 | 4 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q1 2019 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.13% | 0.40% | Q4 2015 | Q4 2022 | 4 |
Trust Co | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 4 |
Prospera Financial Services Inc | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q4 2015 | 4 |
Independence Trust CO | 4 | 4 | 0.31% | 0.40% | 0.51% | Q4 2014 | Q3 2015 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.36% | 0.69% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2020 | 4 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.20% | 0.80% | Q3 2018 | Q2 2023 | 4 |
RIVERBRIDGE PARTNERS LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.02% | 0.05% | 0.14% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.85% | 0.92% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Nuveen Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.15% | 0.46% | Q4 2014 | Q2 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
BlackRock Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 4 |
Watermark Asset Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
AQR Capital Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Walleye Trading LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 4 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2020 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2023 | 4 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q4 2020 | 4 |
Spire Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GIRARD PARTNERS LTD. | 4 | 4 | 0.23% | 0.29% | 0.37% | Q3 2015 | Q2 2016 | 4 |
Corient Capital Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q2 2017 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 3.38% | 3.48% | 3.63% | Q4 2022 | Q3 2023 | 4 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Lehman Financial Resources, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q3 2013 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Elequin Capital, LP | 2 | 1 | 0.02% | 0.06% | 0.13% | Q4 2022 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 3 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.19% | 0.22% | Q4 2014 | Q2 2015 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Coe Capital Management, LLC | 3 | 3 | 0.17% | 0.28% | 0.34% | Q1 2015 | Q3 2015 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Fusion Investment Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q3 2014 | 3 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2018 | 3 |
Paloma Partners Management Co | 2 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2014 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Garden State Investment Advisory Services LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Capital Analysts, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 3 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q2 2018 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Aldebaran Financial Inc. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2013 | Q1 2014 | 2 |
Beach Point Capital Management LP | 2 | 2 | 2.20% | 2.69% | 3.18% | Q1 2019 | Q2 2019 | 2 |
CTC Alternative Strategies, Ltd. | 2 | 2 | 0.43% | 0.73% | 1.02% | Q4 2014 | Q1 2015 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q3 2019 | Q4 2019 | 2 |
Almitas Capital LLC | 1 | 1 | 0.35% | 0.78% | 1.21% | Q4 2018 | Q2 2023 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
JANUS HENDERSON GROUP PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2016 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q4 2019 | 2 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q1 2016 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 2 |
PERRY CAPITAL | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
RELIANCE TRUST CO | 2 | 2 | 0.13% | 0.16% | 0.19% | Q2 2013 | Q3 2013 | 2 |
ADAR Investment Management LP | 2 | 2 | 3.90% | 4.43% | 4.96% | Q2 2014 | Q3 2014 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 2 |
INSIGHT 2811, INC. | 2 | 2 | 0.28% | 0.29% | 0.31% | Q2 2013 | Q3 2013 | 2 |
Advisor OS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.42% | 0.45% | 0.48% | Q2 2013 | Q3 2013 | 2 |
PenderFund Capital Management Ltd. | 2 | 2 | 1.24% | 1.25% | 1.26% | Q2 2020 | Q3 2020 | 2 |
Glassman Wealth Services | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q4 2016 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 0.17% | 0.27% | 0.36% | Q4 2021 | Q1 2022 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.17% | 0.29% | Q1 2017 | Q3 2023 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Foresight Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Eos Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2014 | Q4 2014 | 1 |
Quantedge Capital Pte Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rikoon Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
AXS Investments LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BIEGEL & WALLER LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2015 | Q4 2015 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Aristides Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Diversified Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Maryland Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
USCA RIA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own EATON VANCE LTD DUR INCOME F or have owned EATON VANCE LTD DUR INCOME F in the past.