Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Sterneck Capital Management, LLC | 41 | 41 | 0.26% | 2.38% | 4.05% | Q3 2013 | Q3 2023 | 41 |
CITIGROUP INC | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
WELLS FARGO & COMPANY/MN | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
CITY HOLDING CO | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 35 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Cordasco Financial Network | 35 | 35 | 0.02% | 0.28% | 1.98% | Q4 2013 | Q2 2022 | 35 |
STIFEL FINANCIAL CORP | 31 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 35 |
DELTA CAPITAL MANAGEMENT LLC | 34 | 34 | 0.19% | 0.30% | 0.46% | Q2 2015 | Q3 2023 | 34 |
RAYMOND JAMES & ASSOCIATES | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 29 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 34 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 32 |
GUGGENHEIM CAPITAL LLC | 24 | 8 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 32 |
Capital Investment Advisors, LLC | 19 | 2 | 0.01% | 0.06% | 0.29% | Q4 2014 | Q4 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 31 |
D.A. DAVIDSON & CO. | 18 | 13 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 31 |
FIRST FINANCIAL CORP /IN/ | 30 | 30 | 0.00% | 0.17% | 0.43% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 16 | 14 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 30 |
Mathes Company, Inc. | 28 | 2 | 0.18% | 0.47% | 0.64% | Q1 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 30 |
AllSquare Wealth Management LLC | 25 | 4 | 0.03% | 0.10% | 0.20% | Q2 2016 | Q3 2023 | 29 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.04% | 0.14% | 0.38% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 23 | 5 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q4 2021 | 28 |
Cambridge Investment Research Advisors, Inc. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 22 | 6 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 28 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 28 |
OPPENHEIMER & CO INC | 21 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 28 |
Sowell Financial Services LLC | 17 | 10 | 0.02% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 27 |
US BANCORP \DE\ | 19 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 25 | 25 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q3 2019 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 21 | 4 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 25 |
SIT INVESTMENT ASSOCIATES INC | 9 | 3 | 0.00% | 0.03% | 0.20% | Q3 2013 | Q2 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Armor Investment Advisors, LLC | 23 | 23 | 0.10% | 0.43% | 0.61% | Q4 2017 | Q2 2023 | 23 |
B. Riley Wealth Advisors, Inc. | 12 | 11 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 13 | 5 | 0.01% | 0.04% | 0.12% | Q2 2014 | Q1 2022 | 23 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.03% | 0.14% | 0.59% | Q1 2018 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2022 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.07% | 0.34% | 0.82% | Q4 2017 | Q3 2023 | 22 |
BESSEMER GROUP INC | 17 | 1 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.01% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 21 |
Cetera Advisors LLC | 20 | 1 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q1 2023 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 4 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2022 | 20 |
Gradient Investments LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Arete Wealth Advisors, LLC | 9 | 2 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q2 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Creative Planning | 18 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 20 |
PARK AVENUE SECURITIES LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
COHEN & STEERS, INC. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.20% | 0.29% | 0.35% | Q1 2019 | Q3 2023 | 19 |
BOKF, NA | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 19 |
Sigma Planning Corp | 15 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 19 |
Private Advisor Group, LLC | 17 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q2 2020 | 18 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 18 |
Intellectus Partners, LLC | 8 | 1 | 0.06% | 0.08% | 0.10% | Q4 2016 | Q3 2023 | 17 |
Advisory Services Network, LLC | 15 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 17 |
Bramshill Investments, LLC | 15 | 2 | 0.00% | 0.83% | 2.32% | Q2 2018 | Q3 2023 | 17 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
First Horizon Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2022 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 16 |
DAVENPORT & Co LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 16 |
WEDBUSH SECURITIES INC | 9 | 7 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2022 | 16 |
Penserra Capital Management LLC | 9 | 7 | 0.00% | 0.08% | 0.22% | Q4 2015 | Q3 2023 | 16 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 3 | 0.01% | 0.40% | 1.14% | Q4 2013 | Q1 2021 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 15 |
SII INVESTMENTS INC/WI | 15 | 15 | 0.13% | 0.17% | 0.31% | Q2 2014 | Q4 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Cooper Financial Group | 15 | 15 | 0.10% | 0.21% | 0.36% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Partnervest Advisory Services LLC | 15 | 15 | 0.05% | 0.35% | 0.83% | Q2 2013 | Q4 2016 | 15 |
Prospera Financial Services Inc | 12 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.00% | 0.06% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Vident Investment Advisory, LLC | 11 | 3 | 0.17% | 0.46% | 0.97% | Q2 2015 | Q3 2019 | 14 |
Samalin Investment Counsel, LLC | 14 | 14 | 0.10% | 0.27% | 0.33% | Q4 2019 | Q1 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 13 |
CX Institutional | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 13 |
Fiera Capital Corp | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 13 |
Shaker Financial Services, LLC | 3 | 1 | 0.10% | 0.51% | 1.34% | Q4 2013 | Q3 2023 | 13 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.03% | 0.09% | 0.31% | Q2 2015 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.21% | 0.32% | 0.58% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
NATIONAL PLANNING CORP | 12 | 12 | 0.00% | 0.05% | 0.06% | Q4 2014 | Q3 2017 | 12 |
VISTA INVESTMENT MANAGEMENT | 7 | 4 | 0.10% | 1.08% | 1.84% | Q4 2017 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
HOLLENCREST CAPITAL MANAGEMENT | 7 | 4 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q2 2018 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.12% | 0.24% | 0.39% | Q1 2021 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q4 2022 | 10 |
COMERICA SECURITIES INC | 10 | 10 | 0.85% | 1.07% | 1.47% | Q2 2016 | Q3 2018 | 10 |
LexAurum Advisors, LLC | 10 | 10 | 0.11% | 0.23% | 0.30% | Q2 2021 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Magnus Financial Group LLC | 10 | 10 | 0.09% | 0.19% | 0.32% | Q1 2020 | Q2 2022 | 10 |
HCR Wealth Advisors | 10 | 10 | 0.85% | 1.74% | 8.48% | Q4 2016 | Q1 2019 | 10 |
EATON VANCE MANAGEMENT | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2021 | 9 |
Jefferies Group LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2021 | 9 |
SMITH, MOORE & CO. | 4 | 1 | 0.03% | 0.05% | 0.06% | Q3 2017 | Q1 2022 | 9 |
HighTower Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 9 |
IFC Holdings Incorporated/FL | 8 | 1 | 0.04% | 0.16% | 0.22% | Q3 2015 | Q4 2017 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 9 | 0.06% | 0.08% | 0.09% | Q4 2018 | Q4 2020 | 9 |
Cetera Investment Advisers | 3 | 3 | 0.03% | 0.10% | 0.28% | Q1 2017 | Q4 2019 | 9 |
Karpus Management, Inc. | 5 | 4 | 0.15% | 0.54% | 0.81% | Q4 2013 | Q3 2023 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Lido Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
NewEdge Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
WHITENER CAPITAL MANAGEMENT, INC. | 8 | 8 | 0.11% | 0.21% | 0.42% | Q4 2017 | Q3 2019 | 8 |
CREDIT SUISSE AG/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 8 |
MONETARY MANAGEMENT GROUP INC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Investors Capital Advisory Services | 6 | 2 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q2 2016 | 8 |
Aurora Private Wealth, Inc. | 8 | 8 | 0.18% | 0.27% | 0.31% | Q4 2019 | Q3 2021 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2021 | 8 |
MGO ONE SEVEN LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 8 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 8 | 8 | 0.04% | 0.10% | 0.32% | Q4 2016 | Q3 2018 | 8 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.15% | 0.53% | 1.17% | Q4 2015 | Q1 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q3 2022 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LBA Wealth Management, LLC | 7 | 7 | 0.03% | 0.19% | 0.45% | Q2 2014 | Q4 2015 | 7 |
McGowan Group Asset Management, Inc. | 7 | 7 | 3.05% | 4.07% | 4.96% | Q4 2014 | Q2 2016 | 7 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.08% | 0.31% | 0.78% | Q4 2013 | Q4 2022 | 7 |
GILL CAPITAL PARTNERS, LLC | 6 | 1 | 0.09% | 0.12% | 0.16% | Q4 2018 | Q4 2021 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.06% | 0.12% | Q1 2015 | Q3 2016 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 7 |
Pinnacle Wealth Planning Services, Inc. | 6 | 1 | 0.05% | 0.06% | 0.10% | Q4 2019 | Q3 2021 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
LVW Advisors, LLC | 7 | 7 | 0.07% | 0.08% | 0.10% | Q3 2016 | Q1 2018 | 7 |
Transform Wealth, LLC | 7 | 7 | 0.04% | 0.14% | 0.40% | Q4 2016 | Q2 2018 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 7 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.09% | Q4 2016 | Q2 2018 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
GPS Wealth Strategies Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 7 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2021 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.02% | 0.22% | 0.34% | Q4 2021 | Q3 2023 | 6 |
MENLO ADVISORS LLC | 6 | 6 | 0.55% | 0.62% | 0.72% | Q4 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Paragon Private Wealth Management, LLC | 6 | 6 | 0.14% | 0.26% | 0.37% | Q4 2021 | Q1 2023 | 6 |
Relative Value Partners, LLC | 6 | 6 | 0.70% | 0.73% | 0.76% | Q4 2013 | Q1 2015 | 6 |
Relative Value Partners Group, LLC | 3 | 3 | 0.07% | 0.14% | 0.26% | Q2 2015 | Q2 2023 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
JANUS HENDERSON INVESTORS US LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Citizens National Bank Trust Department | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 5 | 1 | 0.11% | 0.83% | 1.30% | Q4 2013 | Q2 2015 | 6 |
Sound Income Strategies, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cornerstone Wealth Management, LLC | 5 | 5 | 0.03% | 0.06% | 0.12% | Q3 2017 | Q3 2018 | 5 |
Farmers National Bank | 3 | 2 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2019 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q2 2015 | 5 |
RMB Capital Management, LLC | 4 | 1 | 0.01% | 0.05% | 0.09% | Q3 2016 | Q4 2018 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Greytown Advisors Inc. | 4 | 1 | 0.11% | 0.16% | 0.18% | Q4 2017 | Q2 2019 | 5 |
Financial Architects, Inc | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 5 |
Capital Advisory Group Advisory Services, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 5 |
CADENCE BANK NA | 4 | 4 | 0.14% | 0.14% | 0.15% | Q3 2015 | Q2 2016 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
COBIZ WEALTH, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2015 | Q1 2016 | 4 |
TELEMUS CAPITAL, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q1 2021 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.04% | 0.07% | 0.08% | Q4 2018 | Q3 2019 | 4 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 4 | 4 | 1.00% | 2.15% | 4.23% | Q1 2015 | Q4 2015 | 4 |
Claybrook Capital, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
MARINER INVESTMENT GROUP LLC | 4 | 4 | 0.38% | 1.06% | 1.84% | Q4 2013 | Q3 2014 | 4 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MUFG Americas Holdings Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q4 2020 | 4 |
1834 INVESTMENT ADVISORS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.19% | 0.52% | 0.74% | Q4 2017 | Q3 2018 | 4 |
MYCIO WEALTH PARTNERS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q2 2014 | 4 |
Saba Capital Management, L.P. | 3 | 1 | 0.09% | 0.30% | 0.39% | Q3 2013 | Q3 2023 | 4 |
RVW Wealth, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q4 2023 | 4 |
Sugarloaf Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 1.29% | 1.57% | 1.93% | Q4 2022 | Q3 2023 | 4 |
Weaver Consulting Group | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
ROBINSON CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.07% | 2.09% | 3.69% | Q1 2014 | Q2 2018 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Perennial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Wela Strategies, Inc. | 4 | 4 | 0.63% | 0.66% | 0.73% | Q1 2018 | Q4 2018 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2017 | Q3 2018 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AlphaMark Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q4 2017 | 4 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 3 |
CTC Alternative Strategies, Ltd. | 3 | 3 | 0.22% | 0.47% | 0.72% | Q4 2013 | Q2 2014 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Eos Management, L.P. | 2 | 1 | 0.30% | 0.62% | 1.23% | Q2 2014 | Q4 2015 | 3 |
Family Management Corp | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q2 2019 | 3 |
Logan Stone Capital, LLC | 2 | 1 | 0.15% | 0.34% | 0.64% | Q3 2022 | Q3 2023 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.14% | 0.45% | 0.67% | Q3 2016 | Q3 2018 | 3 |
Strategic Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Pekin Hardy Strauss, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.38% | 0.45% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q1 2022 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2015 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
American Financial Network Advisory Services LLC | 3 | 3 | 0.18% | 0.31% | 0.41% | Q3 2017 | Q1 2018 | 3 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Glassman Wealth Services | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2018 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2020 | 2 |
OTA Financial Group L.P. | 1 | 1 | 0.28% | 0.29% | 0.30% | Q1 2018 | Q4 2021 | 2 |
ARROW FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Veritable, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Procyon Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2022 | 2 |
Heritage Trust Co | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
FourThought Financial Partners, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q1 2016 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
NTV ASSET MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2020 | 2 |
Elequin Capital, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ACG Wealth | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2013 | Q2 2013 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2014 | Q2 2014 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
MCIA Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Realta Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Archer Investment Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2016 | Q1 2016 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
External links
This page lists all the filers that currently own FIRST TR INTER DUR PFD & IN or have owned FIRST TR INTER DUR PFD & IN in the past.