Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.07% | 0.14% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Kingfisher Capital LLC | 42 | 42 | 0.07% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cohen Klingenstein LLC | 42 | 42 | 0.08% | 0.33% | 0.71% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
WEDBUSH SECURITIES INC | 39 | 39 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q4 2022 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
Creative Planning | 33 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
BANK OF MONTREAL /CAN/ | 32 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.09% | 0.31% | Q4 2013 | Q3 2023 | 36 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
Cetera Advisor Networks LLC | 16 | 7 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 33 |
COHEN & STEERS, INC. | 33 | 33 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 33 |
Private Harbour Investment Management & Counsel, LLC | 33 | 33 | 0.11% | 1.02% | 2.07% | Q2 2013 | Q2 2021 | 33 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.02% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 32 |
Cornerstone Advisory, LLC | 32 | 32 | 0.03% | 0.35% | 1.32% | Q4 2015 | Q3 2023 | 32 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 32 |
Tiller Private Wealth, Inc. | 23 | 8 | 0.30% | 2.72% | 7.27% | Q4 2015 | Q3 2023 | 31 |
Edge Wealth Management LLC | 31 | 31 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Uniplan Investment Counsel, Inc. | 30 | 30 | 0.20% | 0.39% | 0.73% | Q2 2015 | Q3 2022 | 30 |
V Wealth Advisors LLC | 18 | 11 | 0.02% | 0.05% | 0.14% | Q1 2016 | Q2 2023 | 29 |
FIDUCIARY TRUST INTERNATIONAL LLC | 29 | 29 | 0.28% | 0.88% | 1.70% | Q2 2013 | Q2 2020 | 29 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisors LLC | 12 | 5 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 28 |
Keeley-Teton Advisors, LLC | 27 | 27 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES TRUST N.A. | 14 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 27 |
CFO4Life Group, LLC | 27 | 27 | 0.02% | 0.16% | 0.62% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 5 | 0.00% | 0.10% | 0.44% | Q4 2016 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 26 |
Jacobi Capital Management LLC | 26 | 26 | 0.03% | 0.06% | 0.11% | Q2 2017 | Q3 2023 | 26 |
SIGNATUREFD, LLC | 21 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
B. Riley Wealth Advisors, Inc. | 15 | 1 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 24 |
BESSEMER GROUP INC | 18 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 23 |
Mutual Advisors, LLC | 22 | 22 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q1 2023 | 22 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15 | 1 | 0.00% | 0.03% | 0.31% | Q2 2013 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.06% | 0.35% | 0.98% | Q4 2017 | Q3 2023 | 22 |
HOLLENCREST CAPITAL MANAGEMENT | 14 | 8 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2020 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
First Horizon Advisors, Inc. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2018 | 21 |
CENTAURUS FINANCIAL, INC. | 19 | 1 | 0.02% | 0.17% | 0.45% | Q2 2018 | Q3 2023 | 20 |
GLENMEDE TRUST CO NA | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.65% | 0.79% | 0.94% | Q4 2018 | Q3 2023 | 20 |
STEPHENS INC /AR/ | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2020 | 19 |
Quad-Cities Investment Group, LLC | 11 | 7 | 0.11% | 0.16% | 0.21% | Q1 2018 | Q3 2022 | 18 |
M&T BANK CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q4 2022 | 18 |
NEXT Financial Group, Inc | 7 | 2 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q4 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
PINNACLE ASSOCIATES LTD | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2019 | 17 |
RPG Investment Advisory, LLC | 17 | 17 | 0.64% | 0.79% | 0.96% | Q4 2015 | Q4 2019 | 17 |
Claro Advisors LLC | 15 | 2 | 0.09% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 17 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q1 2022 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Allworth Financial LP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Shaker Financial Services, LLC | 6 | 1 | 0.07% | 0.98% | 2.32% | Q4 2014 | Q3 2023 | 16 |
CITY HOLDING CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 15 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.08% | 0.66% | 1.92% | Q1 2013 | Q3 2023 | 15 |
Highlander Capital Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2018 | 15 |
Global Wealth Management Investment Advisory, Inc. | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 9 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Chicago Partners Investment Group LLC | 9 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.02% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 15 |
BB&T SECURITIES, LLC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2019 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2019 | 14 |
Riggs Asset Managment Co. Inc. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2017 | 14 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2023 | 14 |
Retirement Group, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Hanson & Doremus Investment Management | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.01% | 0.01% | 0.04% | Q1 2017 | Q2 2022 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q1 2017 | 14 |
Arkadios Wealth Advisors | 12 | 2 | 0.05% | 0.51% | 2.22% | Q4 2019 | Q3 2023 | 14 |
VICUS CAPITAL | 14 | 14 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q4 2018 | 14 |
First Allied Advisory Services, Inc. | 12 | 2 | 0.00% | 0.09% | 0.16% | Q2 2014 | Q2 2019 | 14 |
IHT Wealth Management, LLC | 6 | 4 | 0.01% | 0.02% | 0.09% | Q4 2016 | Q1 2021 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
DAVENPORT & Co LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
LAZARD ASSET MANAGEMENT LLC | 13 | 13 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q2 2016 | 13 |
HUNTINGTON NATIONAL BANK | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 13 | 0.00% | 0.07% | 0.13% | Q3 2015 | Q3 2018 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Frontier Wealth Management LLC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q1 2019 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
1832 Asset Management L.P. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q4 2015 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q4 2021 | 12 |
Claraphi Advisory Network, LLC | 10 | 2 | 0.07% | 0.09% | 0.14% | Q2 2019 | Q2 2022 | 12 |
Capital CS Group, LLC | 12 | 12 | 0.17% | 0.35% | 0.71% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 0.54% | 0.57% | 0.65% | Q4 2018 | Q3 2021 | 12 |
Diversified, LLC | 12 | 12 | 0.05% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Global X Management CO LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2018 | 12 |
Arete Wealth Advisors, LLC | 6 | 5 | 0.01% | 0.24% | 0.47% | Q4 2013 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 11 |
Mariner, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NATIXIS ADVISORS, L.P. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 11 |
Parallel Advisors, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
COMMERCE BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Valeo Financial Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
Twin Lakes Capital Management, LLC | 6 | 5 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q3 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Constellation Wealth Advisors, LLC | 10 | 10 | 1.02% | 1.22% | 1.54% | Q2 2013 | Q3 2015 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.02% | 0.11% | 0.34% | Q4 2014 | Q3 2023 | 10 |
Neuberger Berman Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 10 |
OTA Financial Group L.P. | 2 | 1 | 0.14% | 0.39% | 0.98% | Q1 2014 | Q1 2022 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
CFO4Life, L.P. | 9 | 1 | 0.02% | 0.73% | 1.08% | Q4 2014 | Q4 2022 | 10 |
WFG Advisors, LP | 10 | 10 | 0.01% | 0.09% | 0.15% | Q2 2013 | Q3 2015 | 10 |
AE Wealth Management LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q4 2021 | 10 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.07% | 0.16% | Q4 2019 | Q4 2021 | 9 |
REGIONS FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 9 |
ELEMENT POINTE ADVISORS, LLC | 9 | 9 | 0.10% | 0.19% | 0.25% | Q4 2018 | Q4 2020 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 9 |
Carroll Financial Associates, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2019 | 9 |
CAROLINAS WEALTH CONSULTING LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Mirae Asset Global Investments Co., Ltd. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 9 |
SAM Advisors, LLC | 9 | 9 | 1.34% | 1.50% | 1.78% | Q3 2021 | Q3 2023 | 9 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
NORTHERN TRUST CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 9 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 9 |
MML INVESTORS SERVICES, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 9 |
LGL PARTNERS, LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q4 2015 | Q4 2017 | 9 |
PFG Advisors | 9 | 9 | 0.05% | 0.12% | 0.23% | Q4 2017 | Q4 2019 | 9 |
TIEDEMANN ADVISORS, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q1 2020 | 8 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 8 | 8 | 0.08% | 0.10% | 0.12% | Q3 2016 | Q2 2018 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
VSR Financial Services, Inc. | 7 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 8 | 8 | 0.01% | 0.07% | 0.14% | Q2 2019 | Q1 2021 | 8 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.00% | 0.20% | 0.36% | Q4 2017 | Q4 2019 | 8 |
Advocacy Wealth Management Services, LLC | 8 | 8 | 0.00% | 0.05% | 0.32% | Q4 2015 | Q3 2017 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.38% | 0.49% | 0.57% | Q4 2021 | Q2 2023 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 7 |
Accel Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.24% | 0.46% | Q2 2013 | Q4 2014 | 7 |
Karpus Management, Inc. | 4 | 3 | 0.09% | 0.26% | 0.46% | Q1 2020 | Q3 2023 | 7 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 7 |
Avory & Company, LLC | 7 | 7 | 0.26% | 0.29% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 7 |
J.W. COLE ADVISORS, INC. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Clarus Wealth Advisors | 7 | 7 | 0.04% | 0.14% | 0.27% | Q2 2018 | Q4 2019 | 7 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q4 2015 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.65% | 0.89% | 1.03% | Q2 2013 | Q4 2014 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 7 |
1607 Capital Partners, LLC | 4 | 1 | 0.02% | 0.31% | 0.76% | Q2 2013 | Q3 2023 | 7 |
SG Americas Securities, LLC | 7 | 7 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Somerset Trust Co | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 6 |
WEST MICHIGAN ADVISORS, LLC | 6 | 6 | 0.07% | 0.10% | 0.11% | Q4 2021 | Q1 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.08% | 0.18% | Q2 2020 | Q3 2021 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 6 |
Detalus Advisors, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Laurel Wealth Advisors, Inc. | 6 | 6 | 0.14% | 0.17% | 0.19% | Q3 2016 | Q4 2017 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BRIGHTON JONES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Ledyard National Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Sowell Financial Services LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
AQR Arbitrage LLC | 4 | 1 | 0.02% | 0.05% | 0.14% | Q1 2020 | Q3 2023 | 5 |
Placemark Investments, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q3 2018 | 5 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 5 |
JOHNSON INVESTMENT COUNSEL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 5 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 5 |
FineMark National Bank & Trust | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
AQR Capital Management | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q1 2014 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q1 2023 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2014 | 5 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Royal Fund Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q4 2022 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Worth Asset Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 0.19% | 0.26% | 0.34% | Q4 2019 | Q3 2020 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Joseph P. Lucia & Associates, LLC | 4 | 4 | 0.36% | 0.39% | 0.45% | Q4 2022 | Q3 2023 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 4 |
Elequin Capital, LP | 4 | 4 | 0.06% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
LVZ, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.02% | 0.16% | 0.38% | Q4 2018 | Q4 2022 | 4 |
Community Bank, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Relative Value Partners, LLC | 4 | 4 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q1 2014 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
CLOUGH CAPITAL PARTNERS L P | 3 | 1 | 0.01% | 0.08% | 0.17% | Q4 2015 | Q3 2020 | 4 |
Proficio Capital Partners LLC | 2 | 2 | 0.04% | 0.09% | 0.21% | Q2 2016 | Q2 2017 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
KEELEY ASSET MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
INSIGHT 2811, INC. | 4 | 4 | 1.29% | 1.41% | 1.56% | Q4 2013 | Q3 2014 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.10% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
FINANCIAL COUNSELORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.06% | 0.12% | Q4 2016 | Q4 2022 | 4 |
Dakota Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Cornerstone Advisors, LLC | 2 | 1 | 0.13% | 0.20% | 0.30% | Q1 2020 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.09% | 0.26% | Q4 2021 | Q4 2022 | 3 |
Financial Architects, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
First City Capital Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Heron Bay Capital Management | 3 | 3 | 0.29% | 2.57% | 5.56% | Q4 2020 | Q2 2021 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q1 2023 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Realta Investment Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
Valentine Capital Asset Management, Inc. | 2 | 1 | 0.79% | 1.09% | 1.60% | Q3 2014 | Q4 2015 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.02% | 0.17% | 0.47% | Q4 2016 | Q3 2018 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.11% | 0.16% | 0.21% | Q1 2023 | Q3 2023 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Allen Investment Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 3 |
SHEPHERD KAPLAN KROCHUK, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Essex Financial Services, Inc. | 3 | 3 | 0.03% | 0.13% | 0.32% | Q3 2015 | Q1 2016 | 3 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2011 | Q3 2011 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 2 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.76% | 1.16% | 1.57% | Q2 2013 | Q3 2013 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 2 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 2 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 2 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2017 | 2 |
IBERIABANK CORP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q2 2015 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Camelot Portfolios, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2023 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 2 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2021 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2018 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.30% | 0.50% | 0.69% | Q4 2014 | Q1 2019 | 2 |
Diversified Trust Co | 2 | 2 | 0.26% | 0.36% | 0.45% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.16% | 0.20% | 0.25% | Q2 2023 | Q3 2023 | 2 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Reliant Investment Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Hendershot Investments Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Busey Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Whitegate Investment Counselors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Matisse Capital | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CAZ INVESTMENTS LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Regis Management CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
OTA LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2014 | Q2 2014 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Elgethun Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
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This page lists all the filers that currently own EATON VANCE TXMGD GL BUYWR O or have owned EATON VANCE TXMGD GL BUYWR O in the past.