Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.09% | 0.22% | 0.72% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Financial Management Professionals, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Focused Wealth Management, Inc | 41 | 41 | 0.53% | 0.71% | 1.08% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 37 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
Cetera Advisors LLC | 22 | 17 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
BANK OF MONTREAL /CAN/ | 34 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
Formidable Asset Management, LLC | 21 | 1 | 0.03% | 2.72% | 4.14% | Q3 2013 | Q3 2023 | 38 |
B. Riley Wealth Advisors, Inc. | 26 | 2 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 38 |
CONNING INC. | 37 | 37 | 0.02% | 0.08% | 0.16% | Q3 2014 | Q3 2023 | 37 |
D.A. DAVIDSON & CO. | 19 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2023 | 36 |
WEDBUSH SECURITIES INC | 36 | 36 | 0.01% | 0.07% | 0.16% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
HUNTINGTON NATIONAL BANK | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 36 |
Cypress Capital Management LLC (WY) | 36 | 36 | 0.04% | 0.11% | 0.47% | Q4 2014 | Q3 2023 | 36 |
Pointe Capital Management LLC | 27 | 7 | 0.95% | 1.95% | 3.17% | Q1 2015 | Q3 2023 | 34 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 34 |
Brown Advisory Securities, LLC | 34 | 34 | 0.02% | 0.03% | 0.08% | Q1 2014 | Q2 2022 | 34 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.04% | 0.08% | 0.14% | Q4 2015 | Q3 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Cetera Advisor Networks LLC | 22 | 1 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 31 |
HOLLENCREST CAPITAL MANAGEMENT | 19 | 12 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q2 2022 | 31 |
M&R CAPITAL MANAGEMENT INC | 30 | 30 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q3 2020 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 30 |
BLAIR WILLIAM & CO/IL | 27 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 29 |
OPTIMUM INVESTMENT ADVISORS | 26 | 3 | 0.03% | 0.06% | 0.12% | Q2 2016 | Q4 2023 | 29 |
BECK MACK & OLIVER LLC | 29 | 29 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2020 | 29 |
Brinker Capital Investments, LLC | 29 | 29 | 0.01% | 0.26% | 0.52% | Q2 2015 | Q2 2022 | 29 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.03% | 0.07% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 27 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2022 | 28 |
FIDUCIARY TRUST INTERNATIONAL LLC | 16 | 12 | 0.02% | 0.24% | 0.31% | Q2 2013 | Q2 2020 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
TRUST CO OF VERMONT | 27 | 27 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2020 | 27 |
Alpha Cubed Investments, LLC | 27 | 27 | 0.01% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 27 |
BAR HARBOR TRUST SERVICES | 25 | 2 | 0.00% | 0.18% | 0.57% | Q4 2013 | Q2 2022 | 27 |
Financial Sense Advisors, Inc. | 14 | 13 | 0.04% | 0.22% | 0.84% | Q2 2013 | Q1 2020 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Kovack Advisors, Inc. | 14 | 12 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 26 |
Bison Wealth, LLC | 22 | 4 | 0.06% | 0.08% | 0.10% | Q2 2015 | Q2 2022 | 26 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.15% | 0.58% | Q2 2014 | Q4 2021 | 25 |
HARVEST CAPITAL MANAGEMENT INC | 25 | 25 | 0.07% | 0.82% | 5.60% | Q2 2013 | Q2 2019 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 25 |
MUFG Americas Holdings Corp | 20 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q4 2019 | 25 |
TRUIST FINANCIAL CORP | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
1832 Asset Management L.P. | 16 | 9 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2021 | 25 |
NAPLES GLOBAL ADVISORS, LLC | 12 | 4 | 0.02% | 0.07% | 0.14% | Q4 2013 | Q4 2020 | 25 |
FIRST MANHATTAN CO. LLC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.06% | 0.20% | 0.36% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 24 |
FLAGSHIP HARBOR ADVISORS, LLC | 24 | 24 | 0.02% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Shaker Financial Services, LLC | 8 | 1 | 0.12% | 0.95% | 2.82% | Q2 2014 | Q3 2023 | 24 |
First Allied Advisory Services, Inc. | 20 | 3 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2019 | 23 |
WHITTIER TRUST CO | 23 | 23 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2021 | 23 |
Parisi Gray Wealth Management | 22 | 1 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.06% | 0.11% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 23 |
THRIVENT FINANCIAL FOR LUTHERANS | 14 | 2 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 23 |
NORTHERN TRUST CORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 22 |
Sigma Planning Corp | 8 | 3 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q4 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 21 |
WILLIAMS JONES & ASSOCIATES LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 21 |
BDO Wealth Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
DOLIVER ADVISORS, LP | 13 | 1 | 0.04% | 0.75% | 2.62% | Q1 2013 | Q2 2020 | 21 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q1 2020 | 21 |
B. Riley Wealth Management, Inc. | 10 | 4 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2022 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 0.39% | 0.80% | 1.41% | Q4 2018 | Q3 2023 | 20 |
Cowen Prime Services LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2021 | 20 |
First Horizon Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2022 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.02% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 20 |
DEUTSCHE BANK AG\ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 20 |
Hilltop Holdings Inc. | 20 | 20 | 0.03% | 0.03% | 0.06% | Q1 2015 | Q4 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Van Hulzen Asset Management, LLC | 11 | 4 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 13 | 6 | 0.05% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 19 |
Meridian Wealth Advisors, LLC | 14 | 5 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Bartlett & Co. LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2023 | 19 |
Ford Financial Group, LLC | 18 | 18 | 0.04% | 0.07% | 0.11% | Q3 2018 | Q4 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Copperwynd Financial, LLC | 18 | 18 | 0.06% | 0.09% | 0.16% | Q1 2019 | Q2 2023 | 18 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2021 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Western Wealth Management, LLC | 11 | 7 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 18 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15 | 3 | 0.03% | 0.17% | 0.31% | Q2 2014 | Q4 2019 | 18 |
CITY HOLDING CO | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2017 | 17 |
Stockman Wealth Management, Inc. | 17 | 17 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Bogart Wealth, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Diligent Investors, LLC | 16 | 16 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.13% | 0.19% | 0.33% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
COLONY GROUP LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 16 |
Sterneck Capital Management, LLC | 16 | 16 | 0.11% | 0.32% | 0.74% | Q2 2013 | Q1 2017 | 16 |
NATIONAL PLANNING CORP | 13 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 16 |
SII INVESTMENTS INC/WI | 8 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2017 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.20% | 0.29% | 0.40% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
Rockefeller Capital Management L.P. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Sunbelt Securities, Inc. | 10 | 2 | 0.02% | 0.25% | 0.79% | Q4 2014 | Q3 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Sound Income Strategies, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.02% | 0.07% | 0.23% | Q4 2019 | Q3 2023 | 15 |
V Wealth Advisors LLC | 10 | 1 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q4 2022 | 15 |
North Star Investment Management Corp. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CWM, LLC | 12 | 3 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q2 2022 | 15 |
Winslow, Evans & Crocker, Inc. | 14 | 1 | 0.00% | 0.07% | 0.11% | Q4 2013 | Q4 2020 | 15 |
Global Retirement Partners, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 15 |
Cranbrook Wealth Management, LLC | 15 | 15 | 0.04% | 0.09% | 0.10% | Q1 2020 | Q3 2023 | 15 |
RFG Advisory, LLC | 10 | 1 | 0.01% | 1.12% | 2.64% | Q2 2018 | Q2 2022 | 15 |
AMERICAN NATIONAL BANK | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Concert Wealth Management Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Karpus Management, Inc. | 5 | 2 | 0.02% | 0.31% | 0.84% | Q2 2013 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.03% | 0.08% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 13 | 1 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2021 | 14 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.03% | 0.13% | 0.28% | Q4 2013 | Q3 2023 | 14 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 2 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2020 | 14 |
1607 Capital Partners, LLC | 6 | 3 | 0.02% | 0.87% | 3.14% | Q2 2013 | Q3 2023 | 14 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 14 |
Advocacy Wealth Management Services, LLC | 13 | 1 | 0.00% | 0.10% | 0.93% | Q4 2015 | Q1 2022 | 14 |
Community Capital Management, LLC | 12 | 2 | 0.06% | 0.64% | 1.06% | Q1 2019 | Q1 2023 | 14 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 1 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q3 2017 | 14 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 13 |
Mutual Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q4 2020 | 13 |
Retirement Group, LLC | 9 | 4 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Global Endowment Management, LP | 13 | 13 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q2 2016 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
IFC Holdings Incorporated/FL | 12 | 1 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q4 2017 | 13 |
Arkadios Wealth Advisors | 12 | 1 | 0.00% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 13 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.11% | 0.41% | Q2 2013 | Q4 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 13 |
FIRST INTERSTATE BANK | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
Orion Portfolio Solutions, LLC | 13 | 13 | 0.00% | 0.06% | 0.11% | Q1 2020 | Q1 2023 | 13 |
1ST SOURCE BANK | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2017 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.03% | 0.04% | 0.09% | Q2 2013 | Q2 2016 | 13 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.04% | 0.13% | Q2 2014 | Q3 2023 | 13 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
David J Yvars Group | 12 | 12 | 0.36% | 0.47% | 0.60% | Q4 2020 | Q3 2023 | 12 |
WFG Advisors, LP | 10 | 2 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q2 2017 | 12 |
Barnett & Company, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2018 | 12 |
Syverson Strege & Co | 12 | 12 | 0.01% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 12 |
Claraphi Advisory Network, LLC | 10 | 2 | 0.05% | 0.07% | 0.12% | Q2 2019 | Q2 2022 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.03% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 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 |
Gladstone Institutional Advisory LLC | 12 | 12 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
BlackRock Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CapWealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 12 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 12 |
Horan Securities, Inc. | 7 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q2 2023 | 12 |
Capital CS Group, LLC | 12 | 12 | 0.11% | 0.23% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 11 |
VSR Financial Services, Inc. | 7 | 4 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 11 |
Northstar Advisory Group, LLC | 8 | 3 | 0.35% | 0.47% | 0.59% | Q4 2020 | Q3 2023 | 11 |
COMMERCE BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Waterfront Wealth Inc. | 11 | 11 | 0.03% | 0.28% | 1.48% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FineMark National Bank & Trust | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 11 |
CIBC Private Wealth Group, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 11 |
OTA Financial Group L.P. | 3 | 1 | 0.17% | 0.33% | 0.75% | Q1 2014 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 10 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
PFG Advisors | 6 | 2 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q4 2021 | 10 |
STOCK YARDS BANK & TRUST CO | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SAX WEALTH ADVISORS, LLC | 9 | 1 | 0.02% | 0.15% | 0.24% | Q1 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Glovista Investments LLC | 9 | 1 | 0.04% | 0.92% | 2.68% | Q4 2013 | Q4 2018 | 10 |
AllSquare Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
InterOcean Capital, LLC | 10 | 10 | 0.07% | 0.09% | 0.11% | Q2 2014 | Q3 2016 | 10 |
People's United Financial, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q2 2021 | 9 |
M Holdings Securities, Inc. | 6 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2023 | 9 |
Plancorp, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Argent Trust Co | 7 | 2 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q2 2020 | 9 |
HOWE & RUSLING INC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2022 | 9 |
Cetera Investment Advisers | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Capital Investment Advisory Services, LLC | 5 | 4 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 9 |
Dakota Wealth Management | 5 | 4 | 0.02% | 0.11% | 0.20% | Q1 2020 | Q3 2023 | 9 |
VAN STRUM & TOWNE INC. | 9 | 9 | 0.11% | 0.12% | 0.13% | Q3 2014 | Q3 2016 | 9 |
Newman & Schimel, LLC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q4 2022 | 9 |
Mascoma Wealth Management LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 9 |
CFO4Life, L.P. | 9 | 9 | 0.10% | 0.17% | 0.39% | Q4 2014 | Q4 2016 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
M&T BANK CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2019 | 9 |
CWA Asset Management Group, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
SG Americas Securities, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 9 |
Darwin Wealth Management, LLC | 8 | 1 | 0.02% | 0.07% | 0.12% | Q1 2017 | Q1 2020 | 9 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2017 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.10% | 0.31% | 0.42% | Q4 2021 | Q4 2023 | 9 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 9 |
SENTINEL TRUST CO LBA | 4 | 4 | 0.05% | 0.37% | 0.76% | Q2 2013 | Q4 2015 | 8 |
Ancora Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 8 |
SHEPHERD KAPLAN KROCHUK, LLC | 8 | 8 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Archford Capital Strategies, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2015 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
AE Wealth Management LLC | 4 | 2 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2020 | 8 |
MATRIX PRIVATE CAPITAL GROUP LLC | 8 | 8 | 0.15% | 0.22% | 0.39% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 8 |
Stelac Advisory Services LLC | 4 | 1 | 0.06% | 0.09% | 0.16% | Q2 2018 | Q4 2020 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q4 2014 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.22% | 0.28% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Clarius Group, LLC | 8 | 8 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q1 2022 | 8 |
Neuberger Berman Group LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 8 |
Venture Visionary Partners LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.20% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
WADE G W & INC | 5 | 3 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q2 2015 | 8 |
WFA of San Diego, LLC | 7 | 1 | 0.02% | 0.28% | 0.47% | Q2 2020 | Q2 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MKT Advisors LLC | 8 | 8 | 0.21% | 0.28% | 0.35% | Q4 2021 | Q3 2023 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.05% | 0.12% | 0.17% | Q4 2013 | Q3 2015 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2019 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Valentine Capital Asset Management, Inc. | 5 | 3 | 0.46% | 0.65% | 0.90% | Q2 2013 | Q2 2015 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Relative Value Partners Group, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2020 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.15% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
LEO BROKERAGE, LLC | 4 | 2 | 0.08% | 0.17% | 0.25% | Q4 2020 | Q2 2023 | 8 |
CREDIT SUISSE AG/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
Snowden Capital Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Edge Wealth Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Live Your Vision, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 7 |
Onyx Bridge Wealth Group LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Regent Investment Management LLC | 7 | 7 | 0.01% | 0.04% | 0.05% | Q1 2015 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.24% | 0.48% | Q2 2013 | Q4 2014 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2019 | 7 |
DUBUQUE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.04% | 0.17% | Q3 2017 | Q2 2022 | 7 |
Vident Investment Advisory, LLC | 7 | 7 | 0.41% | 0.50% | 0.59% | Q2 2015 | Q4 2016 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Certified Advisory Corp | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.42% | 0.55% | 0.66% | Q4 2021 | Q2 2023 | 7 |
Cordasco Financial Network | 6 | 1 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q2 2022 | 7 |
COMERICA BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 7 |
SIGNATUREFD, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 7 |
Caprock Group, LLC | 7 | 7 | 0.04% | 0.08% | 0.17% | Q3 2015 | Q1 2017 | 7 |
SYNOVUS FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
SEI INVESTMENTS CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Regal Investment Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 7 |
Main Street Financial Solutions, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Occidental Asset Management, LLC | 4 | 3 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q1 2020 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Avory & Company, LLC | 7 | 7 | 0.26% | 0.29% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FIDUCIARY TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.11% | 0.15% | Q3 2021 | Q4 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 6 | 6 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
BerganKDV Wealth Management, LLC | 4 | 2 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q4 2020 | 6 |
COMMONS CAPITAL, LLC | 6 | 6 | 0.12% | 0.12% | 0.14% | Q4 2021 | Q1 2023 | 6 |
Walleye Capital LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Beaumont Financial Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
AlphaMark Advisors, LLC | 5 | 1 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 6 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 1 | 0.01% | 0.11% | 0.20% | Q2 2013 | Q4 2016 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
RMB Capital Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.15% | Q3 2015 | Q3 2020 | 6 |
IBEX WEALTH ADVISORS | 6 | 6 | 0.53% | 0.65% | 0.71% | Q1 2019 | Q2 2020 | 6 |
Evanston Investments, Inc., dba Evanston Advisors | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2018 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2015 | Q3 2018 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GIRARD PARTNERS LTD. | 4 | 1 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2018 | 6 |
Claro Advisors LLC | 6 | 6 | 0.05% | 0.11% | 0.17% | Q2 2022 | Q3 2023 | 6 |
ATWOOD & PALMER INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Perennial Investment Advisors, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
BROWN ADVISORY INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
Avion Wealth | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.13% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Edmonds Duncan Registered Investment Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2015 | Q4 2016 | 5 |
Concord Wealth Partners | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cooper Financial Group | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Ahrens Investment Partners LLC | 4 | 1 | 0.02% | 0.11% | 0.35% | Q3 2021 | Q1 2023 | 5 |
Blue Chip Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Antonetti Capital Management LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2022 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 5 |
Beacon Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FormulaFolio Investments, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q4 2020 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2014 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Beacon Pointe Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 5 |
Modera Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.17% | 0.26% | 0.32% | Q3 2015 | Q3 2016 | 5 |
Independence Trust CO | 5 | 5 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q2 2014 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BAR HARBOR WEALTH MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
AQR Arbitrage LLC | 4 | 1 | 0.02% | 0.06% | 0.17% | Q1 2020 | Q3 2023 | 5 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 5 |
Royal Fund Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 5 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q4 2020 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.00% | 0.19% | 0.26% | Q4 2021 | Q4 2022 | 5 |
HBK Sorce Advisory LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Relative Value Partners, LLC | 5 | 5 | 0.37% | 1.24% | 2.60% | Q2 2013 | Q2 2014 | 5 |
Alpine Global Management, LLC | 2 | 1 | 0.03% | 0.11% | 0.31% | Q2 2017 | Q1 2020 | 4 |
PINNACLE ASSOCIATES LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 4 |
Community Bank, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
AQR Capital Management | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2012 | Q4 2013 | 4 |
BADGLEY PHELPS & BELL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 4 |
Global Assets Advisory, LLC | 4 | 4 | 0.11% | 0.19% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
1919 Investment Counsel, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q3 2021 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.13% | 0.28% | Q4 2016 | Q4 2022 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.09% | 0.34% | 0.49% | Q3 2016 | Q3 2018 | 4 |
Elequin Capital, LP | 4 | 4 | 0.14% | 0.35% | 0.72% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Csenge Advisory Group | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.03% | 0.11% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Stolper Co | 4 | 4 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q2 2021 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
LVZ, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.23% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q1 2019 | 4 |
Kavar Capital Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q3 2015 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 4 |
Allen Investment Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
TFS CAPITAL LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2015 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.11% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
CITY NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
First Command Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.10% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bridgeworth, LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q1 2022 | 3 |
Realta Investment Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Bell & Brown Wealth Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
New Harbor Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.28% | 0.34% | 0.45% | Q4 2019 | Q2 2020 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.02% | 0.02% | Q2 2015 | Q3 2023 | 3 |
Personal Capital Advisors Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2018 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.27% | 0.29% | 0.29% | Q1 2022 | Q3 2022 | 3 |
Kovitz Investment Group Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 3 |
Piscataqua Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Horizon Wealth Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.15% | 0.25% | 0.41% | Q4 2016 | Q1 2018 | 3 |
Live Oak Investment Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Advisor Resource Council | 1 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2014 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q4 2013 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 3 |
Apollon Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ruggie Capital Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q1 2019 | 3 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2013 | 3 |
Aurora Investment Counsel | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q1 2023 | 3 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Addison Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Filament LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Lehman Financial Resources, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2013 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2021 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2016 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Cornerstone Advisors, LLC | 2 | 2 | 0.23% | 0.36% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Bulldog Investors, LLP | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2012 | Q1 2013 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Financial Architects, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Busey Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.23% | 0.52% | 0.82% | Q2 2016 | Q4 2016 | 2 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
IBERIABANK CORP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q2 2015 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Command Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
COUNTRY TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.22% | 0.26% | 0.30% | Q1 2022 | Q2 2022 | 2 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Brio Consultants, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MCIA Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2019 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 3.46% | 3.46% | 3.46% | Q3 2014 | Q3 2014 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
XTX Topco Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
UNIO CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
SCHWARTZ INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EULAV Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Diversified, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2013 | Q2 2013 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 2.42% | 2.42% | 2.42% | Q4 2017 | Q4 2017 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
COWEN INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Homrich & Berg | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cornerstone Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2016 | Q4 2016 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CNB Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sabal Trust CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
SOL Capital Management CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
55I, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Flow State Investments, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Heritage Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
External links
This page lists all the filers that currently own EATON VANCE TAX MNGD GBL DV or have owned EATON VANCE TAX MNGD GBL DV in the past.