Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Financial Management Professionals, Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.17% | 0.28% | 0.41% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 40 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 27 | 14 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 41 | 41 | 0.03% | 0.22% | 0.59% | Q2 2013 | Q2 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.04% | 0.15% | 0.37% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.06% | 0.12% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
CITIGROUP INC | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
Cypress Capital Management LLC (WY) | 36 | 36 | 0.05% | 0.17% | 0.70% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
BESSEMER GROUP INC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Formidable Asset Management, LLC | 15 | 1 | 0.10% | 0.23% | 0.55% | Q3 2013 | Q3 2023 | 34 |
Pointe Capital Management LLC | 27 | 7 | 1.26% | 2.59% | 3.92% | Q1 2015 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 33 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 34 |
Creative Planning | 27 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
Relative Value Partners Group, LLC | 34 | 34 | 0.01% | 0.28% | 1.52% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
TRUIST FINANCIAL CORP | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Brown Advisory Securities, LLC | 33 | 33 | 0.02% | 0.04% | 0.11% | Q2 2014 | Q2 2022 | 33 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 33 |
REILLY FINANCIAL ADVISORS, LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2021 | 33 |
MISSION WEALTH MANAGEMENT, LP | 27 | 5 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 32 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Cetera Advisors LLC | 22 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 31 |
WEDBUSH SECURITIES INC | 15 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q4 2020 | 29 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Advisory, LLC | 27 | 27 | 0.11% | 0.15% | 0.28% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
RFG Advisory, LLC | 27 | 27 | 0.65% | 2.93% | 7.32% | Q1 2017 | Q3 2023 | 27 |
M&T BANK CORP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Arete Wealth Advisors, LLC | 26 | 26 | 0.02% | 0.09% | 0.25% | Q2 2017 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q4 2021 | 25 |
Krilogy Financial LLC | 13 | 1 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q1 2023 | 25 |
SEIZERT CAPITAL PARTNERS, LLC | 25 | 25 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q2 2019 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 25 |
BANK OF MONTREAL /CAN/ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 25 |
B. Riley Wealth Advisors, Inc. | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
PINNACLE FINANCIAL PARTNERS INC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.05% | 0.15% | 0.31% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 22 |
Tradewinds Capital Management, LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 22 |
Edmonds Duncan Registered Investment Advisors, LLC | 14 | 3 | 0.04% | 0.29% | 1.72% | Q4 2015 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Pflug Koory, LLC | 21 | 21 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q1 2023 | 21 |
Roble, Belko & Company, Inc | 21 | 21 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q1 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.12% | 0.39% | Q4 2015 | Q3 2023 | 21 |
Institute for Wealth Management, LLC. | 19 | 1 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q2 2023 | 21 |
Global Retirement Partners, LLC | 12 | 2 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Partners, LTD. | 19 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
DEUTSCHE BANK AG\ | 12 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 19 |
AdvisorNet Financial, Inc | 19 | 19 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q2 2022 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.05% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Inscription Capital, LLC | 10 | 9 | 0.02% | 0.12% | 0.38% | Q4 2018 | Q3 2023 | 19 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2010 | Q1 2023 | 19 |
Oxbow Advisors, LLC | 19 | 19 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
AlphaMark Advisors, LLC | 11 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.05% | Q4 2018 | Q3 2023 | 19 |
Sigma Planning Corp | 9 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 18 |
Shaker Financial Services, LLC | 4 | 1 | 0.09% | 0.56% | 2.73% | Q3 2013 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Princeton Global Asset Management LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 16 | 2 | 0.00% | 0.37% | 1.30% | Q2 2013 | Q2 2019 | 18 |
Concert Wealth Management Inc. | 17 | 17 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q2 2017 | 17 |
RB Capital Management, LLC | 17 | 17 | 0.00% | 0.23% | 0.32% | Q4 2016 | Q4 2020 | 17 |
Advocacy Wealth Management Services, LLC | 17 | 17 | 0.01% | 7.98% | 18.39% | Q4 2015 | Q4 2019 | 17 |
STEPHENS INC /AR/ | 16 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 17 |
ELCO Management Co., LLC | 9 | 8 | 0.16% | 0.49% | 0.70% | Q2 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
NewEdge Advisors, LLC | 9 | 8 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 17 |
IMS Capital Management | 11 | 6 | 0.01% | 0.12% | 0.20% | Q2 2014 | Q3 2018 | 17 |
Cetera Advisor Networks LLC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 16 |
VALLEY NATIONAL ADVISERS INC | 10 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 16 |
IHT Wealth Management, LLC | 12 | 4 | 0.02% | 0.06% | 0.12% | Q2 2017 | Q3 2023 | 16 |
Mutual Advisors, LLC | 13 | 3 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2023 | 16 |
Mariner, LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
1832 Asset Management L.P. | 16 | 16 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2017 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Capital Wealth Alliance, LLC | 16 | 16 | 0.16% | 0.23% | 0.51% | Q4 2019 | Q3 2023 | 16 |
NORTHERN TRUST CORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 16 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2020 | 16 |
Wealth Alliance | 16 | 16 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.04% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Avior Wealth Management, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 15 |
Cedar Mountain Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.05% | 0.45% | 1.70% | Q1 2013 | Q1 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Sound Income Strategies, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MATRIX PRIVATE CAPITAL GROUP LLC | 15 | 15 | 0.53% | 3.03% | 5.15% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Claraphi Advisory Network, LLC | 10 | 2 | 0.07% | 0.10% | 0.18% | Q2 2018 | Q2 2022 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Kingsview Wealth Management, LLC | 9 | 6 | 0.02% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Bison Wealth, LLC | 12 | 3 | 0.06% | 0.07% | 0.11% | Q2 2015 | Q2 2022 | 15 |
Bogart Wealth, LLC | 8 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 15 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 14 |
Chicago Partners Investment Group LLC | 10 | 4 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2023 | 14 |
Moors & Cabot, Inc. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MONECO Advisors, LLC | 14 | 14 | 0.04% | 0.10% | 0.17% | Q1 2020 | Q2 2023 | 14 |
Riggs Asset Managment Co. Inc. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2017 | 14 |
KING LUTHER CAPITAL MANAGEMENT CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PRENTISS SMITH & CO INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2018 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.16% | 0.30% | 0.43% | Q4 2019 | Q1 2023 | 14 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Blue Chip Partners, LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Karpus Management, Inc. | 5 | 1 | 0.01% | 0.35% | 0.89% | Q2 2013 | Q1 2021 | 13 |
RMB Capital Management, LLC | 10 | 1 | 0.01% | 0.02% | 0.07% | Q1 2015 | Q3 2020 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
HL FINANCIAL SERVICES LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2019 | 13 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q1 2023 | 13 |
True Link Financial Advisors, LLC | 12 | 12 | 0.18% | 0.23% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Coastal Bridge Advisors, LLC | 10 | 2 | 0.02% | 0.14% | 0.25% | Q1 2017 | Q2 2021 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
HOLLENCREST CAPITAL MANAGEMENT | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2016 | 12 |
Flaharty Asset Management, LLC | 12 | 12 | 0.14% | 0.31% | 0.69% | Q4 2020 | Q3 2023 | 12 |
Parkside Financial Bank & Trust | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MCF Advisors LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.03% | 0.09% | 0.24% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
David J Yvars Group | 12 | 12 | 0.35% | 0.45% | 0.57% | Q4 2020 | Q3 2023 | 12 |
CENTRAL TRUST Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 12 |
Bank of New York Mellon Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Certified Advisory Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 11 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 11 |
COMMERCE BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SYNOVUS FINANCIAL CORP | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 11 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.02% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
SEI INVESTMENTS CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 11 |
Freestone Capital Holdings, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2017 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Capital Bank & Trust Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Wealthstreet Investment Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
Bruderman Asset Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q1 2018 | 10 |
Oakworth Capital, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2019 | 10 |
ROPES WEALTH ADVISORS LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Neuberger Berman Group LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 10 |
Americana Partners, LLC | 10 | 10 | 0.04% | 0.10% | 0.14% | Q4 2019 | Q1 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.04% | 0.05% | 0.07% | Q2 2010 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
InterOcean Capital, LLC | 10 | 10 | 0.06% | 0.09% | 0.12% | Q3 2014 | Q4 2016 | 10 |
Blume Capital Management, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 10 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Retirement Group, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 9 |
MUFG Americas Holdings Corp | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 9 |
Williams Jones Wealth Management, LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
M Holdings Securities, Inc. | 6 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2023 | 9 |
Regis Management CO LLC | 9 | 9 | 0.02% | 0.03% | 0.08% | Q4 2015 | Q4 2017 | 9 |
SUSQUEHANNA TRUST & INVESTMENT CO | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Lehman Financial Resources, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q4 2014 | 9 |
SHEPHERD KAPLAN KROCHUK, LLC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q2 2015 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
LAZARD ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2022 | 9 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2023 | 9 |
Ameritas Investment Company, LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.04% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Joel Isaacson & Co., LLC | 7 | 1 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q3 2022 | 9 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 9 |
C2C Wealth Management, LLC | 8 | 8 | 0.37% | 0.42% | 0.49% | Q4 2021 | Q3 2023 | 8 |
SG Americas Securities, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q4 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.04% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.35% | 0.39% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Anchor Investment Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 8 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 8 |
USCA RIA LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2021 | 8 |
Independence Trust CO | 8 | 8 | 0.20% | 0.29% | 0.33% | Q2 2013 | Q1 2015 | 8 |
Miracle Mile Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 8 |
New Legacy Group, LLC | 8 | 8 | 0.11% | 0.89% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Lido Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 8 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2023 | 8 |
CREDIT SUISSE AG/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2014 | 8 |
Vantage Investment Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
CIBC Private Wealth Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.12% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 8 |
North Star Investment Management Corp. | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 8 |
Relative Value Partners, LLC | 8 | 8 | 1.61% | 3.89% | 6.62% | Q2 2013 | Q1 2015 | 8 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.02% | 0.06% | 0.14% | Q1 2017 | Q1 2019 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.25% | 0.52% | Q2 2013 | Q4 2014 | 7 |
Frontier Wealth Management LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 7 |
Vident Investment Advisory, LLC | 7 | 7 | 0.13% | 0.25% | 0.50% | Q2 2015 | Q4 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2017 | 7 |
Caprock Group, LLC | 7 | 7 | 0.05% | 0.07% | 0.14% | Q3 2015 | Q1 2017 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
BANK OF NOVA SCOTIA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 7 |
Transform Wealth, LLC | 7 | 7 | 0.02% | 0.05% | 0.14% | Q4 2016 | Q2 2018 | 7 |
CABOT WEALTH MANAGEMENT INC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2014 | Q4 2015 | 7 |
WFG Advisors, LP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Brookstone Capital Management | 5 | 2 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q3 2015 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.37% | 0.39% | 0.41% | Q2 2022 | Q3 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 6 |
Seelaus Asset Management LLC | 3 | 3 | 0.10% | 0.14% | 0.18% | Q4 2017 | Q4 2019 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Sunbelt Securities, Inc. | 4 | 2 | 0.02% | 0.42% | 0.71% | Q4 2014 | Q4 2019 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 6 |
OTA Financial Group L.P. | 1 | 1 | 0.14% | 0.23% | 0.42% | Q2 2013 | Q3 2022 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
BOKF, NA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2020 | 6 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MONOGRAPH WEALTH ADVISORS, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 6 |
Venture Visionary Partners LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
FRANKLIN RESOURCES INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Versant Capital Management, Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 6 |
Accurate Wealth Management, LLC | 5 | 1 | 0.04% | 0.09% | 0.12% | Q2 2021 | Q4 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2019 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Heron Bay Capital Management | 3 | 3 | 0.27% | 1.87% | 5.59% | Q4 2020 | Q3 2023 | 6 |
Western Asset Management Company, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 6 |
Somerset Trust Co | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 6 |
Stephens Consulting, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
HC FINANCIAL ADVISORS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Capital Planning Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Cordasco Financial Network | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Cowen Prime Services LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2015 | 6 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
AQR Capital Management | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q1 2014 | 5 |
1607 Capital Partners, LLC | 5 | 5 | 0.11% | 0.36% | 0.54% | Q2 2013 | Q2 2014 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
SIGNATUREFD, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
NICOLET ADVISORY SERVICES, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Farmers National Bank | 3 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Dakota Wealth Management | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q1 2021 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Brick & Kyle, Associates | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 5 |
BAR HARBOR WEALTH MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 5 |
Joseph P. Lucia & Associates, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.24% | 0.27% | 0.28% | Q4 2021 | Q4 2022 | 5 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q4 2022 | 4 |
VSR Financial Services, Inc. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2021 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.06% | 0.10% | Q2 2022 | Q1 2023 | 4 |
Dominick & Dominick LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q4 2014 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.08% | 0.15% | Q4 2016 | Q4 2022 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.35% | 0.39% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
NATIONAL PLANNING CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 4 |
JFS WEALTH ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.23% | 0.28% | 0.37% | Q4 2022 | Q3 2023 | 4 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.03% | 0.10% | 0.15% | Q4 2016 | Q3 2021 | 4 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2023 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LVZ, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.17% | 0.36% | 0.86% | Q2 2013 | Q1 2014 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.03% | 0.10% | 0.25% | Q3 2016 | Q3 2018 | 4 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 3 | 3 | 1.26% | 1.81% | 2.19% | Q2 2013 | Q4 2013 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2017 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.12% | 0.29% | Q4 2022 | Q3 2023 | 3 |
Apriem Advisors | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2017 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
COUNTRY TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.05% | 0.08% | 0.13% | Q4 2019 | Q2 2020 | 3 |
NWAM LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2012 | Q4 2012 | 3 |
Berkshire Money Management, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2016 | Q3 2016 | 3 |
Principle Wealth Partners LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Diversified Trust Co | 3 | 3 | 0.16% | 0.16% | 0.17% | Q2 2013 | Q4 2013 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.05% | 0.19% | 0.40% | Q2 2017 | Q1 2020 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q4 2019 | Q2 2020 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2023 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Golden Green, Inc. | 3 | 3 | 1.22% | 1.32% | 1.38% | Q1 2023 | Q3 2023 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.12% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q2 2014 | Q4 2014 | 3 |
ASSETMARK, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
EULAV Asset Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Bridgeworth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
WILLNER & HELLER, LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Clean Yield Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
IBERIABANK CORP | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q2 2015 | 2 |
RETIREMENT GUYS FORMULA LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
KANAWHA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
WILMINGTON TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Cornerstone Advisors, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2018 | Q3 2018 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2016 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q4 2016 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2014 | Q4 2014 | 2 |
Ignite Planners, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2018 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 2 |
BAR HARBOR TRUST SERVICES | 2 | 2 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Glassman Wealth Services | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2011 | Q3 2011 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2016 | Q4 2016 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SMITH, MOORE & CO. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2014 | Q1 2014 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TSFG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
SCHWARTZ INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 3.41% | 3.41% | 3.41% | Q4 2017 | Q4 2017 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
LBMC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
StoneX Group Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2016 | Q4 2016 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Hennion & Walsh Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
DALTON GREINER HARTMAN MAHER & CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Arlington Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 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 |
Geneva Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
RBO & CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Flow State Investments, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own EATON VANCE TX MGD DIV EQ IN or have owned EATON VANCE TX MGD DIV EQ IN in the past.