Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CPWM, LLC | 43 | 43 | 0.01% | 0.37% | 0.90% | Q4 2011 | Q2 2022 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Oxbow Advisors, LLC | 22 | 19 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.02% | 0.10% | 0.31% | Q4 2013 | Q4 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 30 | 10 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.02% | Q3 2009 | Q3 2023 | 40 |
SHUFRO ROSE & CO LLC | 39 | 39 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 39 |
COHEN & STEERS, INC. | 33 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 39 |
WHITE PINE CAPITAL LLC | 38 | 38 | 0.14% | 1.46% | 6.63% | Q2 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Highlander Capital Management, LLC | 36 | 36 | 0.02% | 0.12% | 0.23% | Q4 2014 | Q3 2023 | 36 |
Sandy Spring Bank | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
Sigma Planning Corp | 14 | 3 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 32 |
PRUDENTIAL PLC | 32 | 32 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2022 | 32 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 11 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 32 |
Advisors Asset Management, Inc. | 30 | 30 | 0.01% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 30 |
DEUTSCHE BANK AG\ | 28 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 30 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 29 | 29 | 0.03% | 0.07% | 0.14% | Q3 2016 | Q3 2023 | 29 |
SCOTIA CAPITAL INC. | 19 | 10 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 29 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
BANK OF MONTREAL /CAN/ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 26 |
WHITTIER TRUST CO | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.34% | 0.49% | 0.79% | Q4 2016 | Q1 2023 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.32% | 0.50% | 0.84% | Q2 2017 | Q3 2023 | 26 |
Stratos Wealth Partners, LTD. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Private Advisor Group, LLC | 16 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2022 | 25 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25 | 25 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q1 2020 | 25 |
SYNOVUS FINANCIAL CORP | 15 | 10 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
Baird Financial Group, Inc. | 15 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2023 | 25 |
Aviance Capital Partners, LLC | 24 | 24 | 0.03% | 0.08% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.57% | 1.75% | 3.55% | Q4 2017 | Q3 2023 | 24 |
Horizon Kinetics | 23 | 23 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2018 | 23 |
DAVENPORT & Co LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
Carroll Financial Associates, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 22 |
Shaker Financial Services, LLC | 7 | 1 | 0.08% | 0.50% | 1.36% | Q2 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 21 |
10-15 ASSOCIATES, INC. | 19 | 1 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q2 2018 | 20 |
WEDBUSH SECURITIES INC | 8 | 6 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 20 |
OPTIMUM INVESTMENT ADVISORS | 20 | 20 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2022 | 20 |
IHT Wealth Management, LLC | 15 | 1 | 0.01% | 0.04% | 0.51% | Q2 2017 | Q3 2023 | 20 |
Penserra Capital Management LLC | 12 | 2 | 0.00% | 0.15% | 0.67% | Q4 2015 | Q4 2021 | 19 |
PARK AVENUE SECURITIES LLC | 14 | 5 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.07% | 0.09% | 0.12% | Q4 2015 | Q1 2020 | 18 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 18 |
ROBINSON CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.07% | 1.06% | 4.02% | Q1 2014 | Q1 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
RESTRUCTURING CAPITAL ASSOCIATES LP | 18 | 18 | 2.02% | 5.43% | 9.63% | Q4 2013 | Q1 2018 | 18 |
Virtus ETF Advisers LLC | 18 | 18 | 0.11% | 0.27% | 0.74% | Q2 2019 | Q3 2023 | 18 |
WESCAP Management Group, Inc. | 17 | 17 | 0.09% | 0.21% | 0.43% | Q3 2019 | Q3 2023 | 17 |
OAK HILL ADVISORS LP | 11 | 6 | 0.17% | 0.90% | 2.40% | Q4 2013 | Q2 2021 | 17 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2023 | 17 |
WASHINGTON TRUST BANK | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2019 | 17 |
Steward Partners Investment Advisory, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
WADE G W & INC | 11 | 5 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 16 |
CREDIT SUISSE AG/ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2016 | 16 |
Cetera Advisor Networks LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
MARINER INVESTMENT GROUP LLC | 8 | 1 | 0.08% | 0.62% | 1.56% | Q2 2013 | Q4 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 15 |
Creative Planning | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 15 |
AQR Arbitrage LLC | 9 | 5 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 14 |
Marble Harbor Investment Counsel, LLC | 14 | 14 | 0.86% | 0.95% | 1.10% | Q2 2020 | Q3 2023 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.09% | 0.11% | 0.14% | Q4 2013 | Q4 2017 | 14 |
Hudock, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Prospera Financial Services Inc | 12 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
STEPHENS INC /AR/ | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 13 |
JPMORGAN CHASE & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 13 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 2 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q1 2023 | 13 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 7 | 3 | 0.03% | 0.11% | 0.39% | Q1 2016 | Q2 2021 | 13 |
SIT INVESTMENT ASSOCIATES INC | 4 | 2 | 0.01% | 0.05% | 0.20% | Q4 2017 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
STIFEL FINANCIAL CORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2021 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
LOOMIS SAYLES & CO L P | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2020 | 12 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 11 | 1 | 0.00% | 1.50% | 3.20% | Q4 2018 | Q4 2021 | 12 |
MSI Financial Services Inc | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q4 2020 | 12 |
Saba Capital Management, L.P. | 11 | 11 | 0.02% | 0.73% | 1.74% | Q4 2018 | Q2 2021 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.08% | 0.10% | 0.18% | Q4 2020 | Q2 2023 | 11 |
SHEPHERD KAPLAN KROCHUK, LLC | 11 | 11 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q4 2015 | 11 |
Rock Point Advisors, LLC | 8 | 3 | 0.08% | 0.18% | 0.36% | Q3 2014 | Q2 2021 | 11 |
Ledyard National Bank | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 11 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.42% | 0.93% | Q4 2014 | Q4 2022 | 10 |
Steinberg Global Asset Management | 10 | 10 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2015 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q2 2016 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Janney Montgomery Scott LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2021 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
COMERICA SECURITIES INC | 10 | 10 | 0.24% | 0.31% | 0.40% | Q2 2016 | Q3 2018 | 10 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 10 |
Financial Advantage, Inc. | 10 | 10 | 0.15% | 0.17% | 0.18% | Q2 2013 | Q3 2015 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 10 | 0.02% | 0.05% | 0.06% | Q4 2015 | Q1 2018 | 10 |
OAKTREE CAPITAL MANAGEMENT LP | 6 | 3 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 9 |
EATON VANCE MANAGEMENT | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 9 |
Trust Asset Management LLC | 6 | 1 | 0.45% | 1.44% | 1.88% | Q3 2011 | Q1 2016 | 9 |
Aureus Asset Management, LLC | 9 | 9 | 0.04% | 0.09% | 0.16% | Q2 2017 | Q2 2019 | 9 |
JTC Employer Solutions Trustee Ltd | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
SVB WEALTH LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Belmont Capital, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q4 2021 | 8 |
ST GERMAIN D J CO INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2017 | 8 |
Independent Wealth Network Inc. | 8 | 8 | 0.15% | 0.34% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.13% | 0.19% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisors LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 8 |
SeaBridge Investment Advisors LLC | 5 | 3 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q4 2016 | 8 |
Intellectus Partners, LLC | 6 | 1 | 0.06% | 0.22% | 0.32% | Q4 2019 | Q3 2022 | 7 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q3 2017 | 7 |
CAPTRUST FINANCIAL ADVISORS | 5 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2015 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 7 |
NewEdge Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Piscataqua Savings Bank | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.05% | 0.10% | 0.13% | Q2 2013 | Q4 2014 | 7 |
NATIONAL PLANNING CORP | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 7 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 7 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.12% | 0.14% | 0.16% | Q1 2021 | Q3 2023 | 7 |
AEGON USA Investment Management, LLC | 7 | 7 | 0.34% | 0.42% | 0.56% | Q1 2022 | Q3 2023 | 7 |
M&T BANK CORP | 7 | 7 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.21% | 0.36% | Q2 2013 | Q4 2014 | 7 |
PANAGORA ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.11% | 0.27% | 0.66% | Q2 2014 | Q3 2018 | 6 |
Intersect Capital LLC | 6 | 6 | 0.12% | 0.36% | 0.64% | Q1 2021 | Q2 2022 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q1 2018 | 6 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 6 |
Baillie Gifford | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q4 2016 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Addison Advisors LLC | 5 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q2 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Verity Asset Management, Inc. | 5 | 5 | 0.44% | 0.77% | 0.96% | Q3 2022 | Q3 2023 | 5 |
Shorepoint Capital Partners LLC | 2 | 1 | 0.14% | 0.60% | 1.66% | Q4 2019 | Q2 2022 | 5 |
RMB Capital Management, LLC | 5 | 5 | 0.02% | 0.09% | 0.12% | Q3 2018 | Q3 2019 | 5 |
Bain Capital Credit, LP | 2 | 1 | 1.11% | 3.16% | 5.56% | Q3 2014 | Q3 2016 | 5 |
Arlington Capital Management, Inc. | 5 | 5 | 0.22% | 0.27% | 0.32% | Q1 2019 | Q1 2020 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Proficio Capital Partners LLC | 4 | 1 | 0.00% | 0.27% | 0.46% | Q1 2016 | Q1 2018 | 5 |
Allen Investment Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2016 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2016 | 5 |
Covenant Multifamily Offices, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2014 | 5 |
WFG Advisors, LP | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2014 | 5 |
Q Global Advisors, LLC | 5 | 5 | 0.43% | 0.65% | 0.93% | Q4 2018 | Q4 2019 | 5 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.07% | 0.14% | Q4 2013 | Q4 2022 | 5 |
Yorktown Management & Research Co Inc | 5 | 5 | 0.03% | 0.13% | 0.22% | Q1 2015 | Q1 2016 | 5 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Community Capital Management, LLC | 4 | 4 | 0.32% | 0.35% | 0.38% | Q1 2019 | Q4 2019 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 4 |
Absolute Return Capital, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
SFI Advisors, LLC | 4 | 4 | 0.18% | 0.26% | 0.29% | Q4 2021 | Q3 2022 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Vivaldi Capital Management LP | 4 | 4 | 0.44% | 0.49% | 0.54% | Q1 2020 | Q4 2020 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
BREITER CAPITAL MANAGEMENT INC | 3 | 1 | 0.28% | 0.31% | 0.39% | Q4 2017 | Q1 2019 | 4 |
Geneva Partners, LLC | 4 | 4 | 0.35% | 0.82% | 1.19% | Q2 2021 | Q1 2022 | 4 |
Acrospire Investment Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 4 |
FNY Investment Advisers, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q1 2021 | 4 |
Concord Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
K.J. Harrison & Partners Inc | 4 | 4 | 0.25% | 0.33% | 0.39% | Q1 2016 | Q4 2016 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2020 | 4 |
OPPENHEIMER & CO INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.06% | 0.10% | Q4 2021 | Q4 2022 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Pekin Hardy Strauss, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Veritable, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Choate Investment Advisors | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q4 2016 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 3 |
Atria Investments, Inc | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q3 2021 | Q1 2022 | 3 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 3 |
CORNERSTONE ADVISORS INC | 3 | 3 | 0.20% | 0.25% | 0.30% | Q2 2014 | Q4 2014 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.16% | 0.22% | 0.24% | Q4 2014 | Q2 2015 | 3 |
1607 Capital Partners, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2014 | Q3 2014 | 3 |
Relative Value Partners Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.26% | 0.28% | 0.31% | Q1 2017 | Q3 2017 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Kestra Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hedeker Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 3 | 3 | 0.04% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.12% | 0.17% | 0.21% | Q1 2019 | Q3 2019 | 3 |
Pointe Capital Management LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2015 | Q3 2015 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Elequin Capital, LP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Robbins Farley | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
WT Wealth Management | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2019 | Q4 2019 | 2 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.02% | 0.34% | 0.67% | Q2 2018 | Q3 2018 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Standard Family Office LLC | 2 | 2 | 0.11% | 1.39% | 2.68% | Q2 2022 | Q3 2022 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q2 2016 | 2 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2019 | 2 |
Walleye Trading LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Round Rock Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
LEVITT CAPITAL MANAGEMENT LLC | 2 | 2 | 2.38% | 2.52% | 2.65% | Q1 2014 | Q2 2014 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q1 2016 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
6 Meridian | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Quilter Plc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Beach Point Capital Management LP | 2 | 2 | 0.31% | 0.31% | 0.32% | Q1 2019 | Q2 2019 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Logan Stone Capital, LLC | 2 | 2 | 0.53% | 0.59% | 0.65% | Q3 2022 | Q4 2022 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q4 2017 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Elliott Investment Management L.P. | 2 | 2 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2016 | Q1 2017 | 2 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Leisure Capital Management | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2019 | Q4 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
CITY HOLDING CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RELIANCE TRUST CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Virtu Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 2.66% | 2.66% | 2.66% | Q4 2019 | Q4 2019 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ZAZOVE ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Quantedge Capital Pte Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2021 | Q2 2021 | 1 |
Matisse Capital | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Round Table Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Almitas Capital LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2019 | Q4 2019 | 1 |
AT Bancorp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Fondren Management LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2020 | Q1 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GIRARD SECURITIES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CSS LLC/IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
OAKVIEW CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Altman Advisors, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own EATON VANCE SR FLTNG RTE TR or have owned EATON VANCE SR FLTNG RTE TR in the past.