Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 22 | 19 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 39 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Aviance Capital Partners, LLC | 40 | 40 | 0.02% | 0.28% | 0.89% | Q2 2013 | Q1 2023 | 40 |
JAMES INVESTMENT RESEARCH INC | 40 | 40 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 35 | 4 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 39 |
Sigma Planning Corp | 36 | 36 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisor Networks LLC | 13 | 6 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 20 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 35 |
Bartlett & Co. LLC | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 34 |
Formidable Asset Management, LLC | 15 | 1 | 0.06% | 0.21% | 0.44% | Q3 2013 | Q3 2023 | 34 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
RAYMOND JAMES TRUST N.A. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 34 |
Pointe Capital Management LLC | 27 | 7 | 0.38% | 0.96% | 1.84% | Q1 2015 | Q3 2023 | 34 |
GUGGENHEIM CAPITAL LLC | 29 | 3 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 18 | 13 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
STIFEL FINANCIAL CORP | 29 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 31 |
B. Riley Wealth Advisors, Inc. | 8 | 6 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q3 2023 | 29 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.01% | 0.09% | 0.25% | Q4 2016 | Q3 2023 | 28 |
CITY HOLDING CO | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2020 | 28 |
Private Advisor Group, LLC | 19 | 8 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 27 |
DAVENPORT & Co LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2019 | 26 |
Advisory Services Network, LLC | 25 | 25 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Advisors Asset Management, Inc. | 13 | 3 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Congress Park Capital LLC | 24 | 24 | 0.06% | 0.18% | 0.42% | Q4 2017 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.12% | 0.23% | 0.49% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 23 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2020 | 23 |
IHT Wealth Management, LLC | 20 | 2 | 0.00% | 0.13% | 0.27% | Q4 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Sterneck Capital Management, LLC | 20 | 20 | 0.28% | 0.99% | 2.23% | Q2 2013 | Q1 2018 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 19 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 7 | 0.01% | 0.73% | 2.79% | Q2 2013 | Q2 2018 | 18 |
DOLIVER ADVISORS, LP | 6 | 1 | 0.11% | 1.14% | 2.92% | Q1 2013 | Q1 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 18 |
IFP Advisors, Inc | 14 | 4 | 0.01% | 0.08% | 0.14% | Q4 2015 | Q4 2022 | 18 |
ASSETMARK, INC | 18 | 18 | 0.00% | 0.03% | 0.10% | Q3 2015 | Q4 2019 | 18 |
US BANCORP \DE\ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
Princeton Global Asset Management LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Coastal Bridge Advisors, LLC | 16 | 1 | 0.06% | 0.09% | 0.11% | Q2 2017 | Q4 2021 | 17 |
OneDigital Investment Advisors LLC | 11 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 17 |
FIFTH THIRD BANCORP | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 16 |
ELCO Management Co., LLC | 16 | 16 | 0.11% | 0.24% | 0.33% | Q4 2019 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 16 |
Shaker Financial Services, LLC | 6 | 1 | 0.17% | 0.94% | 2.41% | Q4 2013 | Q3 2023 | 16 |
HOEY INVESTMENTS, INC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
First Allied Advisory Services, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2018 | 16 |
Avior Wealth Management, LLC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Arete Wealth Advisors, LLC | 10 | 5 | 0.01% | 0.64% | 1.79% | Q1 2014 | Q2 2023 | 15 |
CWM, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 15 |
NATIONAL PLANNING CORP | 10 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 15 |
GOLDMAN SACHS GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
9258 Wealth Management, LLC | 15 | 15 | 0.02% | 0.07% | 0.17% | Q4 2018 | Q2 2022 | 15 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2020 | 14 |
Baird Financial Group, Inc. | 9 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 14 |
Carroll Financial Associates, Inc. | 6 | 1 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2021 | 14 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.02% | 0.05% | 0.13% | Q4 2013 | Q3 2023 | 14 |
Relative Value Partners Group, LLC | 12 | 1 | 0.01% | 1.23% | 3.57% | Q2 2015 | Q1 2023 | 14 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 13 |
1832 Asset Management L.P. | 11 | 2 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q2 2017 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.08% | 0.12% | 0.25% | Q2 2013 | Q2 2016 | 13 |
Wealthcare Advisory Partners LLC | 8 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 13 |
Thomas J. Herzfeld Advisors, Inc. | 8 | 5 | 0.04% | 0.44% | 2.12% | Q2 2013 | Q4 2016 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Ancora Advisors LLC | 6 | 1 | 0.00% | 0.32% | 1.08% | Q2 2013 | Q3 2018 | 13 |
BANK OF NOVA SCOTIA | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2018 | 13 |
Ausdal Financial Partners, Inc. | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Winslow, Evans & Crocker, Inc. | 9 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 13 |
Mirae Asset Global Investments Co., Ltd. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 13 |
XML Financial, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q4 2022 | 13 |
Sugarloaf Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 12 |
Bulldog Investors, LLP | 12 | 12 | 0.80% | 9.91% | 17.33% | Q3 2011 | Q2 2014 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
Liberty Capital Management, Inc. | 7 | 5 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 12 |
Global X Management CO LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2018 | 12 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.03% | 0.30% | 0.78% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Retirement Group, LLC | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 12 |
1607 Capital Partners, LLC | 12 | 12 | 0.07% | 0.21% | 0.38% | Q2 2013 | Q1 2016 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
FineMark National Bank & Trust | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2020 | 11 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 11 |
United Asset Strategies, Inc. | 5 | 2 | 0.04% | 0.07% | 0.10% | Q1 2014 | Q1 2017 | 11 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 10 |
Capital Investment Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2018 | 10 |
AE Wealth Management LLC | 8 | 2 | 0.00% | 0.01% | 0.08% | Q2 2017 | Q3 2023 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Cypress Capital Management LLC (WY) | 10 | 10 | 0.02% | 0.05% | 0.10% | Q3 2015 | Q4 2017 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Independence Trust CO | 10 | 10 | 0.40% | 0.50% | 0.68% | Q2 2013 | Q3 2015 | 10 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q1 2021 | 10 |
Aris Wealth Services, Inc. | 10 | 10 | 4.65% | 6.64% | 9.28% | Q2 2013 | Q3 2015 | 10 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 9 |
CIBC Private Wealth Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 9 |
Ameritas Investment Company, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
Relative Value Partners, LLC | 8 | 8 | 3.12% | 4.34% | 5.07% | Q2 2013 | Q1 2015 | 8 |
Syverson Strege & Co | 8 | 8 | 0.06% | 0.10% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2016 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q2 2019 | 8 |
BOENNING & SCATTERGOOD, INC. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2022 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Weiss Asset Management LP | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q4 2022 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PRIMORIS WEALTH ADVISORS, LLC | 8 | 8 | 0.18% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Vanguard Capital Wealth Advisors | 4 | 4 | 0.11% | 0.14% | 0.17% | Q4 2017 | Q4 2019 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Archford Capital Strategies, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2019 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
CoreFirst Bank & Trust | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
GIRARD PARTNERS LTD. | 6 | 1 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q3 2018 | 7 |
FDx Advisors, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
WFG Advisors, LP | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2015 | 7 |
Kessler Investment Group, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
GPS Wealth Strategies Group, LLC | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
RONALD BLUE & CO LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
Integrated Wealth Concepts LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 7 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 7 |
J.W. COLE ADVISORS, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 7 |
Live Your Vision, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2017 | 7 |
CLOUGH CAPITAL PARTNERS L P | 3 | 1 | 0.01% | 0.03% | 0.10% | Q1 2015 | Q1 2020 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.24% | 0.48% | Q2 2013 | Q4 2014 | 7 |
Cetera Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Gladstone Institutional Advisory LLC | 4 | 3 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 7 |
AQR Capital Management | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2014 | 6 |
SIT INVESTMENT ASSOCIATES INC | 5 | 1 | 0.06% | 0.21% | 0.38% | Q2 2013 | Q4 2016 | 6 |
REGIONS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
MARINER INVESTMENT GROUP LLC | 3 | 1 | 0.04% | 0.25% | 0.79% | Q2 2013 | Q4 2016 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 6 |
CORNERSTONE ADVISORS INC | 3 | 1 | 0.02% | 0.35% | 1.09% | Q1 2015 | Q4 2018 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2020 | 6 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 5 |
Ahrens Investment Partners LLC | 4 | 1 | 0.00% | 0.12% | 0.49% | Q3 2021 | Q1 2023 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.07% | 0.20% | 0.44% | Q3 2015 | Q3 2016 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
EATON VANCE MANAGEMENT | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 5 |
EULAV Asset Management | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.02% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
OTA Financial Group L.P. | 1 | 1 | 0.14% | 0.22% | 0.29% | Q2 2013 | Q4 2021 | 5 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.53% | 1.53% | 2.60% | Q2 2013 | Q2 2014 | 5 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q4 2020 | 5 |
Karpus Management, Inc. | 5 | 5 | 0.14% | 0.29% | 0.36% | Q1 2015 | Q1 2016 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BOKF, NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
FINANCIAL COUNSELORS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.45% | 0.51% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.16% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 2.53% | 2.69% | 2.79% | Q4 2022 | Q3 2023 | 4 |
Vident Investment Advisory, LLC | 4 | 4 | 0.33% | 0.36% | 0.42% | Q1 2018 | Q4 2018 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.04% | 0.10% | Q1 2022 | Q4 2022 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Heritage Trust Co | 4 | 4 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q1 2023 | 4 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.01% | 0.06% | 0.08% | Q2 2014 | Q4 2015 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2016 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Edmonds Duncan Registered Investment Advisors, LLC | 4 | 4 | 0.10% | 0.97% | 1.41% | Q4 2015 | Q3 2016 | 4 |
Jefferies Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q2 2014 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CMT Asset Management Ltd | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Financial Advisors Network, Inc. | 2 | 1 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2018 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 3 |
Titus Wealth Management | 3 | 3 | 0.08% | 0.17% | 0.22% | Q2 2021 | Q4 2021 | 3 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2014 | 3 |
AQR Arbitrage LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2020 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Elequin Capital, LP | 2 | 1 | 0.08% | 0.23% | 0.34% | Q4 2022 | Q3 2023 | 3 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 3 |
David J Yvars Group | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.10% | 0.14% | Q4 2017 | Q4 2022 | 3 |
BerganKDV Wealth Management, LLC | 3 | 3 | 0.02% | 0.05% | 0.06% | Q3 2017 | Q1 2018 | 3 |
Global Assets Advisory, LLC | 3 | 3 | 0.14% | 0.21% | 0.32% | Q1 2023 | Q3 2023 | 3 |
COHEN & STEERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TFS CAPITAL LLC | 1 | 1 | 0.03% | 0.09% | 0.19% | Q2 2013 | Q4 2014 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.08% | 0.15% | 0.26% | Q1 2021 | Q3 2021 | 3 |
Advisor Resource Council | 1 | 1 | 0.01% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 3 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.07% | 0.11% | 0.14% | Q3 2015 | Q3 2016 | 3 |
Pinnacle Summer Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Inscription Capital, LLC | 3 | 3 | 0.38% | 0.45% | 0.58% | Q4 2018 | Q2 2019 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Armor Investment Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Concert Wealth Management Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.09% | 0.13% | Q4 2015 | Q4 2016 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Visium Asset Management, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Boyle Capital Management, L.L.C. | 2 | 2 | 0.49% | 0.50% | 0.52% | Q1 2016 | Q2 2016 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q2 2014 | 2 |
SEIZERT CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q2 2014 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
IBERIABANK CORP | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q2 2015 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Lehman Financial Resources, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Financial Architects, Inc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.21% | 1.53% | 1.84% | Q4 2013 | Q2 2014 | 2 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q4 2022 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 0.47% | 0.67% | 0.86% | Q2 2020 | Q3 2020 | 2 |
Cornerstone Advisors, LLC | 2 | 2 | 0.06% | 0.09% | 0.13% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Merriman Wealth Management, LLC | 1 | 1 | 0.08% | 0.43% | 0.78% | Q4 2014 | Q1 2017 | 2 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Flow State Investments, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
XML SECURITIES, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Whitnell & Co. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CMT TRADING LLC | 1 | 1 | 3.12% | 3.12% | 3.12% | Q1 2014 | Q1 2014 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WESTERN INVESTMENT LLC | 1 | 1 | 13.29% | 13.29% | 13.29% | Q2 2013 | Q2 2013 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2017 | Q4 2017 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CHARTIST INC /CA/ | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own EATON VANCE RISK MNGD DIV EQ or have owned EATON VANCE RISK MNGD DIV EQ in the past.