Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 42 | 42 | 0.04% | 0.18% | 0.41% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.06% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WealthTrust Axiom LLC | 42 | 42 | 0.74% | 1.29% | 1.71% | Q2 2013 | Q3 2023 | 42 |
HUNTINGTON NATIONAL BANK | 25 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q4 2020 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
FIRST TRUST ADVISORS LP | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
Shaker Financial Services, LLC | 12 | 3 | 0.10% | 1.54% | 4.15% | Q2 2013 | Q3 2023 | 37 |
OPPENHEIMER & CO INC | 35 | 2 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2022 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 35 |
Formidable Asset Management, LLC | 15 | 1 | 0.06% | 0.29% | 0.61% | Q3 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
US BANCORP \DE\ | 27 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 34 | 34 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 34 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 33 |
Stratos Wealth Partners, LTD. | 33 | 33 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
STIFEL FINANCIAL CORP | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Focused Wealth Management, Inc | 32 | 32 | 0.01% | 0.08% | 0.52% | Q4 2015 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 32 |
TRUST CO OF VERMONT | 28 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Good Life Advisors, LLC | 28 | 28 | 0.05% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 26 |
SEIZERT CAPITAL PARTNERS, LLC | 19 | 5 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q4 2019 | 24 |
MML INVESTORS SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.07% | 0.14% | 0.41% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 23 |
Winslow, Evans & Crocker, Inc. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2020 | 23 |
Acorn Wealth Advisors, LLC | 19 | 3 | 0.08% | 0.18% | 0.27% | Q4 2017 | Q3 2023 | 22 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 22 |
1832 Asset Management L.P. | 12 | 4 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 22 |
EATON VANCE MANAGEMENT | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 22 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.06% | 0.37% | Q2 2014 | Q4 2021 | 22 |
BANK OF MONTREAL /CAN/ | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Brinker Capital Investments, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 21 |
Creative Planning | 17 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 21 |
Snowden Capital Advisors LLC | 16 | 4 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2022 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 20 |
Karpus Management, Inc. | 7 | 2 | 0.02% | 0.29% | 0.66% | Q4 2014 | Q3 2023 | 20 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 12 | 7 | 0.21% | 0.52% | 0.70% | Q4 2016 | Q4 2021 | 19 |
Parisi Gray Wealth Management | 19 | 19 | 0.18% | 0.63% | 1.34% | Q4 2017 | Q2 2022 | 19 |
Bartlett & Co. LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 15 | 4 | 0.02% | 0.06% | 0.19% | Q1 2018 | Q3 2023 | 19 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.11% | 0.13% | 0.16% | Q4 2015 | Q1 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 18 |
CENTAURUS FINANCIAL, INC. | 17 | 17 | 0.01% | 0.04% | 0.14% | Q2 2018 | Q2 2022 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q4 2016 | 17 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2017 | 16 |
Beacon Pointe Advisors, LLC | 15 | 1 | 0.02% | 0.13% | 0.64% | Q2 2019 | Q3 2023 | 16 |
IHT Wealth Management, LLC | 6 | 4 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2021 | 16 |
Alpha Cubed Investments, LLC | 14 | 2 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q4 2021 | 16 |
Edgewood Management | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HBK Sorce Advisory LLC | 15 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2022 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 15 |
Private Capital Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HOLLENCREST CAPITAL MANAGEMENT | 12 | 3 | 0.00% | 0.06% | 0.11% | Q4 2013 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.29% | 0.38% | 0.48% | Q2 2020 | Q3 2023 | 14 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 14 |
Aspire Private Capital, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 14 |
Ausdal Financial Partners, Inc. | 11 | 3 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MOTCO | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2021 | 14 |
Stratos Wealth Advisors, LLC | 14 | 14 | 0.02% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Investors Capital Advisory Services | 13 | 13 | 0.19% | 0.26% | 0.30% | Q2 2013 | Q2 2016 | 13 |
StoneX Group Inc. | 9 | 4 | 0.03% | 0.20% | 0.32% | Q4 2019 | Q1 2023 | 13 |
QP WEALTH MANAGEMENT, LLC | 13 | 13 | 0.41% | 0.47% | 0.53% | Q4 2019 | Q4 2022 | 13 |
RAYMOND JAMES TRUST N.A. | 12 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 12 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.02% | 0.08% | 0.19% | Q4 2015 | Q3 2023 | 12 |
McGowan Group Asset Management, Inc. | 12 | 12 | 0.05% | 0.57% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Alexandria Capital, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
MUFG Americas Holdings Corp | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2016 | 12 |
Capital Investment Advisory Services, LLC | 8 | 4 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 11 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 11 |
VSR Financial Services, Inc. | 7 | 4 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 11 |
RELIANCE TRUST CO OF DELAWARE | 11 | 11 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q1 2019 | 11 |
SevenBridge Financial Group, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2019 | 11 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q4 2022 | 11 |
COMMERCE BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Wagner Wealth Management, LLC | 11 | 11 | 0.57% | 1.09% | 1.37% | Q1 2021 | Q3 2023 | 11 |
Accel Wealth Management | 10 | 10 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2023 | 10 |
IFC Holdings Incorporated/FL | 10 | 10 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q4 2017 | 10 |
Lattice Strategies LLC | 10 | 10 | 0.11% | 0.21% | 0.35% | Q2 2013 | Q3 2015 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2015 | 10 |
Stonebridge Financial Planning Group, LLC | 10 | 10 | 0.11% | 0.14% | 0.23% | Q4 2019 | Q1 2022 | 10 |
Hennion & Walsh Asset Management, Inc. | 10 | 10 | 0.03% | 0.14% | 0.24% | Q1 2021 | Q2 2023 | 10 |
Anchor Investment Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 10 |
American Portfolios Advisors | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 10 |
First City Capital Management, Inc. | 9 | 9 | 0.09% | 0.10% | 0.12% | Q1 2014 | Q1 2016 | 9 |
DOLIVER ADVISORS, LP | 6 | 1 | 0.07% | 0.67% | 2.14% | Q4 2014 | Q1 2018 | 9 |
AQR Arbitrage LLC | 5 | 1 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 9 |
Veritable, L.P. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q4 2014 | 9 |
RMB Capital Management, LLC | 3 | 1 | 0.01% | 0.04% | 0.14% | Q4 2015 | Q2 2019 | 9 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
FIRST MANHATTAN CO. LLC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2018 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2016 | 9 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.21% | 0.27% | 0.33% | Q4 2021 | Q3 2023 | 8 |
CREDIT SUISSE AG/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2014 | 8 |
1776 Wealth LLC | 8 | 8 | 0.18% | 0.27% | 0.34% | Q3 2021 | Q2 2023 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 0.18% | 0.28% | 0.42% | Q1 2021 | Q3 2023 | 8 |
Cetera Investment Advisers | 6 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 7 |
Baird Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2021 | 7 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2020 | 7 |
WFG Advisors, LP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 7 |
Financial Advocates Investment Management | 7 | 7 | 0.02% | 0.02% | 0.05% | Q1 2020 | Q3 2021 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 7 |
Institute for Wealth Management, LLC. | 4 | 3 | 0.04% | 0.07% | 0.12% | Q2 2017 | Q2 2019 | 7 |
BALDWIN BROTHERS LLC/MA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 7 |
1607 Capital Partners, LLC | 6 | 1 | 0.03% | 0.36% | 0.55% | Q2 2016 | Q4 2021 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Tradition Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Arete Wealth Advisors, LLC | 5 | 2 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Heron Bay Capital Management | 7 | 7 | 0.34% | 1.44% | 3.64% | Q4 2020 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
COMERICA BANK | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
NORTHERN TRUST CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2020 | 6 |
OTA Financial Group L.P. | 2 | 1 | 0.11% | 0.34% | 0.51% | Q3 2014 | Q4 2017 | 6 |
Sandy Spring Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 6 |
COMMONS CAPITAL, LLC | 6 | 6 | 0.24% | 0.27% | 0.29% | Q4 2021 | Q1 2023 | 6 |
SUNTRUST BANKS INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
JPMORGAN CHASE & CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Parallel Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 5 |
Alan B Lancz & Associates, Inc. | 5 | 5 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q4 2022 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2016 | 5 |
ARROW FINANCIAL CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 5 |
U.S. Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2022 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.12% | 0.29% | 0.50% | Q4 2018 | Q4 2019 | 5 |
FRANKLIN RESOURCES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.14% | 0.20% | Q4 2016 | Q4 2022 | 4 |
BESSEMER GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Elequin Capital, LP | 4 | 4 | 0.12% | 0.29% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Frontier Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2021 | 4 |
Vident Investment Advisory, LLC | 4 | 4 | 0.48% | 0.59% | 0.71% | Q1 2017 | Q4 2017 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 4 |
Dakota Wealth Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
CORNERSTONE ADVISORS INC | 2 | 1 | 0.14% | 0.42% | 0.68% | Q1 2016 | Q1 2019 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.16% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 4 |
BlackRock Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.18% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 4 |
Keystone Financial Group | 2 | 1 | 0.09% | 0.29% | 0.68% | Q4 2017 | Q3 2018 | 3 |
1919 Investment Counsel, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Abbrea Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Royal Fund Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
WASHINGTON TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Inscription Capital, LLC | 3 | 3 | 0.27% | 0.60% | 0.79% | Q4 2018 | Q2 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q1 2017 | 3 |
CLOUGH CAPITAL PARTNERS L P | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2016 | Q4 2022 | 3 |
Strategic Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
NWAM LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2012 | Q4 2012 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q4 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2021 | Q3 2021 | 3 |
BLAIR WILLIAM & CO/IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
CKW FINANCIAL GROUP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Cornerstone Advisors, LLC | 2 | 2 | 0.26% | 0.35% | 0.43% | Q2 2023 | Q3 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
USCA RIA LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q1 2016 | Q4 2016 | 2 |
Arden Trust Co | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q1 2020 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.18% | 0.21% | 0.25% | Q1 2021 | Q2 2021 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.02% | 0.06% | 0.09% | Q1 2020 | Q2 2020 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2020 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q1 2014 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q4 2017 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Steinberg Global Asset Management | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Forty4 Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Platform Technology Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 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 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
OTA LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2014 | Q2 2014 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 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 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
KHP Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own EATON VANCE TX ADV GLBL DIV or have owned EATON VANCE TX ADV GLBL DIV in the past.