Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Pekin Hardy Strauss, Inc. | 43 | 43 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
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% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Thomas J. Herzfeld Advisors, Inc. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 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 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 40 | 40 | 0.02% | 0.05% | 0.23% | Q4 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 18 | 8 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.05% | 0.17% | 0.34% | Q4 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 23 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
COHEN & STEERS, INC. | 26 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 39 |
AMERIPRISE FINANCIAL INC | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.02% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 39 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 38 |
OPPENHEIMER & CO INC | 37 | 37 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2022 | 37 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisor Networks LLC | 22 | 1 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 36 |
SCOTIA CAPITAL INC. | 25 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Private Advisor Group, LLC | 21 | 14 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 35 |
Janney Montgomery Scott LLC | 30 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 34 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Advisors Asset Management, Inc. | 24 | 8 | 0.00% | 0.04% | 0.14% | Q1 2015 | Q2 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.02% | 0.07% | 0.15% | Q4 2015 | Q3 2023 | 32 |
BANK OF MONTREAL /CAN/ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
NEXT Financial Group, Inc | 24 | 6 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q4 2021 | 30 |
GUGGENHEIM CAPITAL LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 30 |
PECAUT & CO. | 29 | 29 | 0.10% | 0.79% | 1.36% | Q3 2016 | Q3 2023 | 29 |
CITY HOLDING CO | 29 | 29 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 29 |
Bank of New York Mellon Corp | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
RAYMOND JAMES TRUST N.A. | 25 | 3 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2021 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 27 |
First Allied Advisory Services, Inc. | 27 | 27 | 0.02% | 0.25% | 0.56% | Q1 2014 | Q3 2020 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
SALEM INVESTMENT COUNSELORS INC | 19 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Geneos Wealth Management Inc. | 26 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 27 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
SUNTRUST BANKS INC | 21 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Baird Financial Group, Inc. | 14 | 10 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
Invesco Ltd. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
THRIVENT FINANCIAL FOR LUTHERANS | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
PHILADELPHIA TRUST CO | 24 | 24 | 0.14% | 0.54% | 0.71% | Q4 2017 | Q3 2023 | 24 |
Sigma Planning Corp | 18 | 2 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2023 | 24 |
STEPHENS INC /AR/ | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
HUNTINGTON NATIONAL BANK | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 23 |
Cornerstone Wealth Management, LLC | 23 | 23 | 0.01% | 0.05% | 0.33% | Q3 2016 | Q1 2022 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.09% | 0.17% | 0.39% | Q1 2018 | Q3 2023 | 23 |
WEST CHESTER CAPITAL ADVISORS, INC | 6 | 1 | 0.07% | 0.32% | 0.84% | Q2 2013 | Q1 2022 | 23 |
AE Wealth Management LLC | 18 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
FINANCIAL COUNSELORS INC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 22 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.01% | 0.02% | 0.24% | Q2 2017 | Q3 2023 | 22 |
Affiance Financial, LLC | 16 | 2 | 0.06% | 0.08% | 0.21% | Q4 2014 | Q1 2022 | 22 |
B. Riley Wealth Advisors, Inc. | 20 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 22 |
Centerpoint Advisors, LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
TCI Wealth Advisors, Inc. | 19 | 2 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q3 2021 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 21 |
FIRST MANHATTAN CO. LLC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 20 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 17 | 3 | 0.00% | 0.13% | 0.78% | Q3 2014 | Q4 2021 | 20 |
TIEDEMANN ADVISORS, LLC | 17 | 2 | 0.00% | 0.04% | 0.13% | Q1 2017 | Q4 2021 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.27% | 0.44% | 0.73% | Q2 2013 | Q4 2017 | 19 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 18 | 1 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 19 |
Prestige Wealth Management Group LLC | 10 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.12% | 0.33% | 0.57% | Q2 2013 | Q3 2017 | 18 |
Gemmer Asset Management LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
Shulman DeMeo Asset Management LLC | 9 | 9 | 0.10% | 0.15% | 0.40% | Q1 2019 | Q3 2023 | 18 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BREITER CAPITAL MANAGEMENT INC | 18 | 18 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
NewEdge Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 | 1 | 0.01% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 18 |
Bruderman Asset Management, LLC | 18 | 18 | 0.02% | 0.02% | 0.04% | Q1 2015 | Q2 2019 | 18 |
BerganKDV Wealth Management, LLC | 9 | 8 | 0.02% | 0.25% | 0.60% | Q1 2016 | Q2 2023 | 17 |
MidWestOne Financial Group, Inc. | 17 | 17 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 17 |
Day & Ennis, LLC | 12 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 17 |
Yakira Capital Management, Inc. | 15 | 1 | 0.03% | 0.97% | 2.75% | Q3 2014 | Q3 2021 | 16 |
FineMark National Bank & Trust | 8 | 8 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q2 2018 | 16 |
PEAPACK GLADSTONE FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2020 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
NorthRock Partners, LLC | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 16 |
Stockman Wealth Management, Inc. | 16 | 16 | 0.05% | 0.07% | 0.11% | Q3 2016 | Q2 2020 | 16 |
Karpus Management, Inc. | 11 | 5 | 0.01% | 1.14% | 2.11% | Q3 2014 | Q4 2018 | 16 |
COMMERCE BANK | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2016 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SYNOVUS FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Family Management Corp | 14 | 14 | 0.03% | 0.05% | 0.06% | Q4 2016 | Q1 2020 | 14 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.56% | 0.66% | 0.75% | Q2 2020 | Q3 2023 | 14 |
MONROE BANK & TRUST/MI | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2019 | 14 |
Community Bank, N.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Selective Wealth Management, Inc. | 13 | 1 | 0.01% | 0.08% | 0.80% | Q3 2018 | Q3 2022 | 14 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
Front Street Capital Management, Inc. | 8 | 1 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q4 2020 | 14 |
PINNACLE ASSOCIATES LTD | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Aries Wealth Management | 13 | 13 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q4 2020 | 13 |
Marks Group Wealth Management, Inc | 13 | 13 | 0.11% | 0.27% | 0.35% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
CLOUGH CAPITAL PARTNERS L P | 10 | 1 | 0.01% | 0.09% | 0.16% | Q4 2014 | Q3 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 13 |
Capital Square, LLC | 6 | 1 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.10% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
RDA Financial Network | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Brookstone Capital Management | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Koshinski Asset Management, Inc. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
MUFG Americas Holdings Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2013 | 12 |
RMB Capital Management, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2019 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Shaker Financial Services, LLC | 5 | 1 | 0.16% | 1.16% | 2.17% | Q4 2014 | Q4 2021 | 11 |
Simplicity Solutions, LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2020 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.01% | 0.39% | 0.87% | Q1 2019 | Q1 2022 | 11 |
ISTHMUS PARTNERS, LLC | 9 | 1 | 0.01% | 0.03% | 0.19% | Q3 2016 | Q2 2021 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Steward Partners Investment Advisory, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ClearBridge Investments | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.06% | 0.20% | Q4 2014 | Q4 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 11 |
TRUE Private Wealth Advisors | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 11 |
HOWE & RUSLING INC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 11 |
Eudaimonia Partners, LLC | 6 | 5 | 0.06% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 11 |
NORTHSTAR WEALTH PARTNERS LLC | 10 | 10 | 0.10% | 0.23% | 0.33% | Q1 2018 | Q2 2020 | 10 |
Accel Wealth Management | 10 | 10 | 0.35% | 0.85% | 1.12% | Q2 2021 | Q3 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
Sowell Financial Services LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2021 | 10 |
FormulaFolio Investments, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
EULAV Asset Management | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2018 | 10 |
Smith Affiliated Capital Corp. | 9 | 1 | 0.00% | 0.01% | 0.05% | Q2 2011 | Q2 2014 | 10 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2017 | 10 |
D.A. DAVIDSON & CO. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
BESSEMER GROUP INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 9 |
Venture Visionary Partners LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Texas Yale Capital Corp. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2022 | 9 |
SYM FINANCIAL Corp | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Stratos Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Capital Analysts, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Larson Financial Group LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2022 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
LINCOLN NATIONAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Avion Wealth | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
Equitable Holdings, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Anchor Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 8 |
Platform Technology Partners | 3 | 2 | 0.04% | 0.13% | 0.45% | Q2 2020 | Q3 2023 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2017 | 8 |
CIBC WORLD MARKET INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 7 | 1 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q2 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q2 2019 | 8 |
Savant Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 8 |
Dash Acquisitions Inc. | 8 | 8 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q1 2023 | 8 |
Virtu Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2023 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.03% | 0.04% | 0.06% | Q1 2013 | Q4 2014 | 8 |
Americana Partners, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 7 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.03% | 0.22% | 0.87% | Q4 2014 | Q3 2021 | 7 |
Riggs Asset Managment Co. Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2021 | 7 |
CX Institutional | 7 | 7 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q4 2019 | 7 |
David J Yvars Group | 7 | 7 | 0.09% | 0.12% | 0.19% | Q1 2022 | Q3 2023 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.05% | 0.11% | 0.21% | Q4 2021 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
REGIONS FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
PRIMORIS WEALTH ADVISORS, LLC | 7 | 7 | 0.09% | 0.11% | 0.16% | Q4 2021 | Q2 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q4 2022 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2018 | 7 |
FIRSTMERIT BANK N A TRUSTEE | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2015 | 7 |
NATIONAL PLANNING CORP | 6 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q4 2015 | 7 |
THOMPSON DAVIS & CO., INC. | 7 | 7 | 0.04% | 0.08% | 0.14% | Q1 2017 | Q3 2018 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q3 2014 | 7 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
CSS LLC/IL | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Lumature Wealth Partners, LLC | 6 | 6 | 0.06% | 0.07% | 0.12% | Q4 2020 | Q1 2022 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Weiss Asset Management LP | 2 | 1 | 0.00% | 0.10% | 0.48% | Q4 2015 | Q2 2020 | 6 |
PEOPLES FINANCIAL SERVICES CORP. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.06% | 0.14% | Q4 2016 | Q1 2018 | 6 |
Insight Advisors, LLC/ PA | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Bickling Financial Services, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2022 | 6 |
SMITH, MOORE & CO. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Addison Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 6 |
1832 Asset Management L.P. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2018 | 6 |
PFS Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CORNERSTONE ADVISORS INC | 5 | 1 | 0.01% | 0.51% | 0.99% | Q4 2014 | Q4 2017 | 6 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q4 2017 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Good Life Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
DAVIS R M INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 6 |
ATWOOD & PALMER INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 6 |
GLENMEDE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Accurate Wealth Management, LLC | 3 | 2 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q2 2023 | 5 |
ROBINSON CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.11% | 0.16% | 0.22% | Q4 2015 | Q4 2016 | 5 |
Plancorp, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 5 |
Wellington Shields & Co., LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.04% | 0.14% | Q4 2018 | Q1 2023 | 5 |
BRINKER CAPITAL INC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2018 | 5 |
Wellington Shields Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2017 | 5 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 5 |
Perkins Coie Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Royal Fund Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TCG Advisory Services, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2016 | 5 |
Global Financial Private Capital, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
Jentner Corp | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q1 2020 | 5 |
SIT INVESTMENT ASSOCIATES INC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Alpha Cubed Investments, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q2 2017 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Meridian Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
OTA Financial Group L.P. | 2 | 1 | 0.10% | 0.55% | 2.09% | Q4 2016 | Q4 2019 | 5 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WealthTrust Fairport, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2016 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.60% | 1.01% | Q1 2022 | Q1 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NINE MASTS CAPITAL Ltd | 4 | 4 | 0.08% | 0.12% | 0.17% | Q2 2015 | Q1 2016 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Brinker Capital Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 4 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 4 |
Fisher Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 4 |
Arlington Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.21% | 0.32% | 0.48% | Q1 2014 | Q4 2014 | 4 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2021 | 3 |
HB Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
1607 Capital Partners, LLC | 2 | 1 | 0.06% | 0.13% | 0.22% | Q4 2016 | Q2 2018 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2018 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Missouri Trust & Investment Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Community Financial Services Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 3 |
Crestwood Advisors Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
United Asset Strategies, Inc. | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q3 2014 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Vantage Financial Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.00% | 0.14% | 0.41% | Q3 2020 | Q3 2023 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Csenge Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WMS Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
GFS Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Homrich & Berg | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Bulldog Investors, LLP | 1 | 1 | 0.11% | 0.17% | 0.24% | Q3 2014 | Q4 2017 | 2 |
STATE OF WISCONSIN INVESTMENT BOARD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
White Lighthouse Investment Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.16% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Copperwynd Financial, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 2 |
Pinnacle Summer Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2019 | Q3 2019 | 2 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.01% | 0.16% | 0.31% | Q4 2018 | Q1 2019 | 2 |
Enterprise Bank & Trust Co | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2019 | Q2 2019 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.30% | 0.53% | Q4 2017 | Q1 2018 | 2 |
Calamos Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Summit Financial Strategies, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.07% | 0.12% | 0.18% | Q3 2021 | Q1 2022 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PATTEN & PATTEN INC/TN | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 2 |
Catamount Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Jolley Asset Management, LLC | 2 | 2 | 1.38% | 1.40% | 1.43% | Q4 2019 | Q1 2020 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NWAM LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2012 | Q2 2012 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Elequin Capital, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2018 | Q1 2018 | 1 |
Haverford Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
FIRST MERCHANTS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Del Mar Asset Management, LP | 1 | 1 | 3.72% | 3.72% | 3.72% | Q3 2014 | Q3 2014 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2021 | Q3 2021 | 1 |
Cornell Pochily Investment Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WC Walker & Associates, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Sound View Wealth Advisors Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Cooper Financial Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BSW Wealth Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Dakota Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own GABELLI EQUITY TR INC or have owned GABELLI EQUITY TR INC in the past.