Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 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 |
BARD ASSOCIATES INC | 42 | 42 | 0.23% | 0.33% | 0.44% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 22 | 19 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 32 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.23% | 0.43% | 0.64% | Q2 2013 | Q3 2022 | 38 |
Oxbow Advisors, LLC | 19 | 19 | 0.03% | 0.47% | 1.24% | Q2 2013 | Q4 2022 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
US BANCORP \DE\ | 34 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
HighTower Advisors, LLC | 27 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 37 |
Creative Planning | 23 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.38% | 0.53% | 0.72% | Q4 2014 | Q3 2023 | 36 |
OPPENHEIMER & CO INC | 32 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 36 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Private Advisor Group, LLC | 35 | 35 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 26 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
TIEMANN INVESTMENT ADVISORS, LLC | 33 | 33 | 0.15% | 0.59% | 1.26% | Q3 2015 | Q3 2023 | 33 |
BANK OF MONTREAL /CAN/ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
NWAM LLC | 25 | 6 | 0.03% | 0.83% | 1.95% | Q1 2014 | Q4 2021 | 31 |
SYNOVUS FINANCIAL CORP | 16 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
WHITTIER TRUST CO | 30 | 30 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2021 | 30 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
SIT INVESTMENT ASSOCIATES INC | 27 | 1 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2020 | 28 |
Sigma Planning Corp | 21 | 6 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q1 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
WEDBUSH SECURITIES INC | 23 | 2 | 0.02% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
GUGGENHEIM CAPITAL LLC | 14 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2022 | 23 |
OLD SECOND NATIONAL BANK OF AURORA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2018 | 22 |
Avior Wealth Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2019 | 22 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2021 | 22 |
HUNTINGTON NATIONAL BANK | 17 | 5 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2022 | 22 |
Patriot Financial Group Insurance Agency, LLC | 15 | 6 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
First Allied Advisory Services, Inc. | 15 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Affiance Financial, LLC | 16 | 1 | 0.01% | 2.43% | 4.99% | Q1 2015 | Q4 2022 | 20 |
Bruderman Asset Management, LLC | 20 | 20 | 0.03% | 0.19% | 0.28% | Q1 2015 | Q4 2019 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.01% | 0.01% | 0.04% | Q3 2015 | Q2 2020 | 20 |
HOLLENCREST CAPITAL MANAGEMENT | 16 | 4 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Sound Income Strategies, LLC | 19 | 19 | 0.00% | 0.10% | 0.31% | Q1 2019 | Q3 2023 | 19 |
CENTAURUS FINANCIAL, INC. | 17 | 2 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q1 2023 | 19 |
IFP Advisors, Inc | 14 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 19 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.09% | 0.18% | Q4 2016 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2023 | 19 |
Titus Wealth Management | 19 | 19 | 0.24% | 0.40% | 0.64% | Q4 2017 | Q2 2022 | 19 |
DAVENPORT & Co LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 19 |
Winslow, Evans & Crocker, Inc. | 18 | 1 | 0.00% | 0.03% | 0.03% | Q4 2013 | Q4 2020 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
WASHINGTON TRUST BANK | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Steward Partners Investment Advisory, LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 18 |
Csenge Advisory Group | 18 | 18 | 0.20% | 0.63% | 2.26% | Q2 2019 | Q3 2023 | 18 |
D.A. DAVIDSON & CO. | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2021 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.04% | 0.13% | 0.40% | Q2 2013 | Q3 2017 | 18 |
Belpointe Asset Management LLC | 16 | 2 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q1 2023 | 18 |
Sage Capital Advisors,llc | 18 | 18 | 0.09% | 0.13% | 0.16% | Q2 2019 | Q3 2023 | 18 |
IFC Holdings Incorporated/FL | 16 | 2 | 0.04% | 0.28% | 0.83% | Q2 2013 | Q4 2017 | 18 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.04% | 0.12% | 0.29% | Q2 2013 | Q2 2017 | 17 |
Allworth Financial LP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 1 | 0.01% | 0.12% | 0.50% | Q4 2018 | Q3 2023 | 17 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Baird Financial Group, Inc. | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 13 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 5 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
FinTrust Capital Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2022 | 16 |
Penserra Capital Management LLC | 9 | 7 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
FIRST FOUNDATION ADVISORS | 10 | 2 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q4 2019 | 16 |
A. D. Beadell Investment Counsel, Inc. | 15 | 15 | 1.41% | 1.60% | 1.83% | Q2 2014 | Q4 2017 | 15 |
CITIGROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
DEUTSCHE BANK AG\ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 2 | 0.02% | 0.05% | 0.22% | Q1 2020 | Q3 2023 | 14 |
American Financial Advisors, LLC | 14 | 14 | 0.04% | 0.30% | 2.27% | Q4 2018 | Q1 2022 | 14 |
Sheaff Brock Investment Advisors, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2021 | 14 |
Westwind Capital | 13 | 13 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q4 2020 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.57% | 1.00% | 1.85% | Q1 2019 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q3 2023 | 13 |
Concert Wealth Management Inc. | 13 | 13 | 0.01% | 0.03% | 0.03% | Q3 2013 | Q3 2016 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
AlphaMark Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.07% | 0.07% | 0.08% | Q4 2019 | Q3 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Marquette Asset Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2021 | 12 |
Jacobi Capital Management LLC | 5 | 2 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q3 2023 | 12 |
MSI Financial Services Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 12 |
Lenox Wealth Management, Inc. | 11 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2017 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 12 |
FIFTH THIRD BANCORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 12 |
Parallel Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q1 2021 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Montecito Bank & Trust | 9 | 1 | 0.00% | 0.27% | 0.78% | Q2 2013 | Q4 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2016 | 11 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 11 |
VSR Financial Services, Inc. | 11 | 11 | 0.02% | 0.03% | 0.07% | Q4 2013 | Q2 2016 | 11 |
CEERA INVESTMENTS, LLC | 11 | 11 | 0.09% | 0.18% | 0.33% | Q1 2021 | Q3 2023 | 11 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.17% | 0.29% | 0.34% | Q2 2013 | Q3 2015 | 10 |
B. Riley Wealth Advisors, Inc. | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Claraphi Advisory Network, LLC | 10 | 10 | 0.00% | 0.15% | 0.20% | Q4 2017 | Q1 2020 | 10 |
LexAurum Advisors, LLC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
CITY HOLDING CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Ancora Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 10 |
EPG Wealth Management LLC | 6 | 4 | 0.20% | 0.24% | 0.31% | Q4 2019 | Q2 2022 | 10 |
Hoxton Financial, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 9 |
Cetera Advisors LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q2 2016 | 9 |
Capital Investment Advisors, LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q4 2015 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2022 | 9 |
ROBINSON CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.04% | 0.62% | 0.97% | Q1 2017 | Q4 2019 | 9 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2019 | 9 |
Golden Green, Inc. | 7 | 2 | 1.09% | 2.57% | 5.08% | Q4 2020 | Q1 2023 | 9 |
Aevitas Wealth Management, Inc. | 9 | 9 | 0.32% | 0.61% | 0.98% | Q4 2017 | Q4 2019 | 9 |
SFI Advisors, LLC | 8 | 8 | 0.13% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Ahrens Investment Partners LLC | 4 | 1 | 0.01% | 0.06% | 0.11% | Q1 2019 | Q1 2023 | 8 |
SUN LIFE FINANCIAL INC | 8 | 8 | 0.02% | 0.04% | 0.10% | Q1 2017 | Q4 2018 | 8 |
DF DENT & CO INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 2 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2015 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
Jefferies Group LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Pinnacle Wealth Planning Services, Inc. | 8 | 8 | 0.05% | 0.11% | 0.16% | Q2 2020 | Q1 2022 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.02% | 0.04% | 0.05% | Q1 2013 | Q4 2014 | 8 |
ACG Wealth | 7 | 1 | 0.00% | 0.04% | 0.09% | Q3 2019 | Q2 2022 | 8 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 7 |
GREENLEAF TRUST | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
IHT Wealth Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.18% | Q4 2016 | Q1 2023 | 7 |
MBM Wealth Consultants, LLC | 7 | 7 | 0.06% | 0.09% | 0.10% | Q4 2018 | Q2 2020 | 7 |
Alpha Cubed Investments, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Princeton Global Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Clarus Wealth Advisors | 7 | 7 | 0.14% | 0.21% | 0.34% | Q4 2017 | Q2 2019 | 7 |
Ameritas Investment Company, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 6 |
Legacy Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Navis Wealth Advisors, LLC | 5 | 1 | 0.17% | 0.20% | 0.25% | Q4 2020 | Q3 2022 | 6 |
Old North State Trust, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Advisory Resource Group | 6 | 6 | 0.49% | 0.55% | 0.66% | Q4 2018 | Q1 2020 | 6 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2016 | 6 |
Sonora Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Private Capital Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.06% | 0.10% | 0.11% | Q1 2015 | Q2 2016 | 6 |
MCIA Inc | 6 | 6 | 0.18% | 0.33% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 5 | 0.29% | 0.53% | 0.77% | Q4 2018 | Q4 2019 | 5 |
Addison Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
CREDIT SUISSE AG/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Laurel Wealth Planning LLC | 5 | 5 | 0.05% | 0.12% | 0.18% | Q2 2021 | Q2 2022 | 5 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2015 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 5 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Future Financial Wealth Managment LLC | 3 | 2 | 0.04% | 0.73% | 1.69% | Q4 2021 | Q2 2023 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
NorthRock Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2020 | 4 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 4 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 4 |
Aviance Capital Partners, LLC | 4 | 4 | 0.09% | 0.15% | 0.25% | Q2 2013 | Q1 2014 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.08% | 0.26% | Q4 2013 | Q4 2022 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Global Endowment Management, LP | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q3 2014 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Trek Financial, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q1 2020 | 4 |
Arlington Capital Management, Inc. | 3 | 1 | 0.17% | 0.25% | 0.48% | Q1 2019 | Q3 2023 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.16% | 0.25% | 0.36% | Q1 2014 | Q4 2014 | 4 |
Anfield Capital Management, LLC | 2 | 1 | 0.04% | 0.86% | 1.33% | Q4 2019 | Q3 2021 | 4 |
TCTC Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2017 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.34% | 0.47% | 0.65% | Q4 2017 | Q3 2018 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.45% | 0.46% | 0.50% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.06% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 3 |
Claybrook Capital, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Lee Financial Co | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2016 | Q3 2017 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.38% | 0.44% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Fiera Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.18% | 0.29% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Elequin Capital, LP | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 3 |
New England Private Wealth Advisors LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q1 2016 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Atria Investments, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Logan Stone Capital, LLC | 2 | 1 | 0.04% | 0.12% | 0.25% | Q3 2022 | Q3 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q2 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Summit X, LLC | 1 | 1 | 0.08% | 0.12% | 0.16% | Q2 2017 | Q1 2020 | 2 |
MANGROVE PARTNERS IM, LLC | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Connectus Wealth, LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q2 2023 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q1 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.02% | 0.17% | 0.32% | Q1 2018 | Q3 2018 | 2 |
BNC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q4 2020 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Portfolio Strategies Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q1 2017 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2014 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2013 | Q2 2013 | 2 |
Maple Capital Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Bangor Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Integrated Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2020 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q4 2019 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q2 2018 | 2 |
Smithfield Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
WIMMER ASSOCIATES 1, LLC | 2 | 2 | 0.51% | 0.54% | 0.57% | Q4 2015 | Q1 2016 | 2 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cordasco Financial Network | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2020 | Q1 2020 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Fortune Financial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Diversified, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
RPO LLC | 1 | 1 | 4.71% | 4.71% | 4.71% | Q3 2023 | Q3 2023 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Grove Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
1607 Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Horizon Kinetics | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Woodline Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
L & S Advisors Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
McCarthy Grittinger Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Flow State Investments, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own FLAHERTY&CRMN PFD SEC INCOM or have owned FLAHERTY&CRMN PFD SEC INCOM in the past.