Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Joel Isaacson & Co., LLC | 44 | 44 | 0.02% | 0.16% | 0.64% | Q4 2012 | Q3 2023 | 44 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 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 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 35 | 6 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
FIFTH THIRD BANCORP | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.04% | 0.11% | 0.27% | Q4 2013 | Q3 2023 | 40 |
Advisors Asset Management, Inc. | 23 | 15 | 0.00% | 0.09% | 0.33% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 32 |
Invesco Ltd. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 22 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 28 |
COHEN & STEERS, INC. | 24 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q1 2023 | 27 |
Formidable Asset Management, LLC | 12 | 1 | 0.00% | 0.28% | 0.77% | Q3 2013 | Q3 2023 | 26 |
CITIGROUP INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
Ahrens Investment Partners LLC | 23 | 1 | 0.04% | 0.31% | 1.58% | Q4 2016 | Q1 2023 | 24 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 19 | 1 | 0.01% | 0.03% | 0.16% | Q4 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 21 |
EATON VANCE MANAGEMENT | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Parisi Gray Wealth Management | 19 | 19 | 0.24% | 1.01% | 1.72% | Q4 2017 | Q2 2022 | 19 |
Aspire Private Capital, LLC | 13 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
Focused Wealth Management, Inc | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2017 | 17 |
JAMES INVESTMENT RESEARCH INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.11% | 1.10% | Q4 2016 | Q3 2023 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 15 |
STIFEL FINANCIAL CORP | 9 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
Shaker Financial Services, LLC | 5 | 1 | 0.10% | 0.50% | 1.18% | Q3 2013 | Q2 2023 | 13 |
North Star Investment Management Corp. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Cribstone Capital Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
TRUIST FINANCIAL CORP | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
SevenBridge Financial Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 11 |
Concert Wealth Management Inc. | 9 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 11 |
Allworth Financial LP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Institute for Wealth Management, LLC. | 6 | 1 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q1 2022 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 10 |
Koshinski Asset Management, Inc. | 7 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2023 | 10 |
Private Advisor Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 9 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 9 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 9 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 9 |
1607 Capital Partners, LLC | 4 | 4 | 0.05% | 0.12% | 0.25% | Q3 2020 | Q3 2023 | 8 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 3 | 0.03% | 0.08% | 0.20% | Q1 2020 | Q2 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Kovack Advisors, Inc. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2022 | 8 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 8 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Frontier Wealth Management LLC | 3 | 1 | 0.03% | 0.17% | 0.54% | Q1 2018 | Q1 2020 | 7 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
MOTCO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.10% | 0.19% | 0.32% | Q3 2013 | Q3 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Clear Perspective Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
WFG Advisors, LP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.24% | 0.35% | 0.44% | Q4 2016 | Q1 2018 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Jacobi Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 5 | 5 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q3 2021 | 5 |
Syverson Strege & Co | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Creative Planning | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
All Season Financial Advisors, Inc. | 4 | 4 | 0.25% | 0.29% | 0.33% | Q2 2021 | Q1 2022 | 4 |
VICUS CAPITAL | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q2 2016 | 4 |
Elequin Capital, LP | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Hoxton Financial, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q1 2018 | 4 |
Karpus Management, Inc. | 4 | 4 | 0.12% | 0.32% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2014 | 4 |
MBA Advisors LLC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q3 2021 | Q1 2022 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
AQR Capital Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2013 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Woodline Partners LP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
NWAM LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2012 | Q4 2012 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stonegate Investment Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.09% | 0.23% | Q4 2020 | Q3 2022 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Cordasco Financial Network | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.44% | 0.50% | 0.55% | Q2 2011 | Q3 2011 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 2 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q1 2015 | 2 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.17% | 0.33% | Q4 2014 | Q2 2020 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Cornerstone Advisors, LLC | 2 | 2 | 0.13% | 0.18% | 0.22% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Bulldog Investors, LLP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2012 | Q4 2012 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Dakota Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
External links
This page lists all the filers that currently own EATON VANCE TX ADV GLB DIV O or have owned EATON VANCE TX ADV GLB DIV O in the past.