Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Private Wealth Partners, LLC | 42 | 42 | 0.33% | 1.13% | 2.25% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Thomas J. Herzfeld Advisors, Inc. | 42 | 42 | 0.01% | 0.28% | 1.15% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 30 | 11 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25 | 16 | 0.04% | 0.63% | 1.88% | Q2 2013 | Q3 2023 | 41 |
OPPENHEIMER & CO INC | 40 | 40 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 40 |
D.A. DAVIDSON & CO. | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 22 | 6 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 39 |
Ancora Advisors LLC | 22 | 16 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 38 |
CSS LLC/IL | 38 | 38 | 0.01% | 0.03% | 0.16% | Q2 2014 | Q3 2023 | 38 |
BANK OF MONTREAL /CAN/ | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
WHITTIER TRUST CO | 37 | 37 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
Shaker Financial Services, LLC | 30 | 2 | 0.22% | 2.60% | 4.75% | Q1 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
1832 Asset Management L.P. | 17 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 34 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
WHITTIER TRUST CO OF NEVADA INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 32 |
Sigma Planning Corp | 26 | 6 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 32 |
US BANCORP \DE\ | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 31 |
WEDBUSH SECURITIES INC | 31 | 31 | 0.03% | 0.04% | 0.10% | Q1 2016 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 30 |
SMITH, MOORE & CO. | 29 | 29 | 0.04% | 0.06% | 0.09% | Q3 2016 | Q3 2023 | 29 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2011 | Q3 2023 | 29 |
Creative Planning | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 29 |
Private Advisor Group, LLC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 29 | 29 | 0.01% | 0.15% | 0.25% | Q2 2013 | Q2 2020 | 29 |
Karpus Management, Inc. | 16 | 2 | 0.05% | 0.82% | 1.35% | Q2 2013 | Q3 2023 | 28 |
Stratos Wealth Partners, LTD. | 28 | 28 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Barrett Asset Management, LLC | 21 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Geneos Wealth Management Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2022 | 27 |
Cetera Advisor Networks LLC | 22 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 26 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q1 2023 | 26 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 16 | 2 | 1.10% | 1.66% | 2.57% | Q4 2015 | Q3 2023 | 26 |
Baird Financial Group, Inc. | 17 | 9 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 26 |
Institute for Wealth Management, LLC. | 26 | 26 | 0.07% | 0.12% | 0.21% | Q2 2017 | Q3 2023 | 26 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
SALEM INVESTMENT COUNSELORS INC | 19 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 25 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.08% | 0.13% | 0.43% | Q4 2017 | Q3 2023 | 24 |
B. Riley Wealth Advisors, Inc. | 19 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Avondale Wealth Management | 24 | 24 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
DAVENPORT & Co LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Highlander Capital Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 23 |
Invesco Ltd. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.16% | 0.23% | 0.37% | Q1 2018 | Q3 2023 | 23 |
McIlrath & Eck, LLC | 15 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Edge Wealth Management LLC | 23 | 23 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2018 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
WOLVERINE ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 22 |
Cutter & CO Brokerage, Inc. | 12 | 3 | 0.11% | 0.22% | 0.54% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
9258 Wealth Management, LLC | 20 | 20 | 0.11% | 0.37% | 1.12% | Q4 2018 | Q3 2023 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 0.08% | 0.37% | 0.59% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2019 | 20 |
JFS WEALTH ADVISORS, LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 20 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 9 | 0.03% | 0.17% | 0.40% | Q2 2016 | Q3 2023 | 20 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 12 | 1 | 0.01% | 0.19% | 1.31% | Q3 2013 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.09% | 0.12% | 0.14% | Q2 2018 | Q4 2022 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 19 |
SHEPHERD KAPLAN KROCHUK, LLC | 11 | 3 | 0.02% | 0.19% | 0.60% | Q4 2013 | Q2 2022 | 19 |
CROFT-LEOMINSTER INC | 19 | 19 | 0.06% | 0.09% | 0.21% | Q2 2013 | Q4 2017 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 19 |
Oakworth Capital, Inc. | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
First Command Financial Services, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 18 |
RMB Capital Management, LLC | 13 | 1 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q4 2020 | 18 |
Sandy Spring Bank | 14 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 18 |
First Command Bank | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
FineMark National Bank & Trust | 10 | 8 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q2 2018 | 18 |
BROWN BROTHERS HARRIMAN & CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2021 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.77% | 1.39% | 2.12% | Q2 2013 | Q3 2017 | 18 |
Prospera Financial Services Inc | 6 | 2 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 18 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.03% | 0.15% | 0.59% | Q2 2015 | Q3 2023 | 18 |
AQR Arbitrage LLC | 6 | 1 | 0.01% | 0.04% | 0.24% | Q2 2015 | Q3 2023 | 17 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2019 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 17 |
CULLEN/FROST BANKERS, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
MUFG Americas Holdings Corp | 9 | 8 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q2 2015 | 17 |
Ahrens Investment Partners LLC | 13 | 1 | 0.01% | 0.66% | 1.48% | Q4 2016 | Q1 2023 | 17 |
BB&T SECURITIES, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 16 |
DOLIVER ADVISORS, LP | 7 | 1 | 0.10% | 0.44% | 1.32% | Q1 2013 | Q4 2019 | 16 |
CENTRAL TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.06% | 0.09% | 0.18% | Q2 2013 | Q1 2017 | 16 |
WINTRUST INVESTMENTS LLC | 9 | 1 | 0.05% | 0.09% | 0.12% | Q3 2016 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Stolper Co | 15 | 15 | 0.16% | 0.30% | 0.43% | Q1 2020 | Q3 2023 | 15 |
Maltin Wealth Management, Inc. | 15 | 15 | 0.35% | 0.88% | 1.40% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.07% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Dakota Wealth Management | 15 | 15 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Riggs Asset Managment Co. Inc. | 8 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q2 2020 | 14 |
Accuvest Global Advisors | 13 | 1 | 0.22% | 1.23% | 7.14% | Q4 2019 | Q3 2023 | 14 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q2 2022 | 14 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 14 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.05% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.38% | 0.46% | 0.58% | Q2 2020 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.22% | 0.27% | 0.55% | Q2 2013 | Q3 2016 | 14 |
Capital Square, LLC | 6 | 1 | 0.33% | 0.39% | 0.46% | Q4 2019 | Q2 2023 | 13 |
Plante Moran Financial Advisors, LLC | 7 | 6 | 0.01% | 0.05% | 0.10% | Q2 2014 | Q3 2018 | 13 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2022 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.09% | 0.17% | 0.26% | Q2 2013 | Q2 2016 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
American Portfolios Advisors | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 13 |
LAZARD ASSET MANAGEMENT LLC | 13 | 13 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q2 2016 | 13 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q1 2016 | 12 |
GAMCO INVESTORS, INC. ET AL | 10 | 2 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2018 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2020 | 12 |
1607 Capital Partners, LLC | 6 | 6 | 0.10% | 0.52% | 1.14% | Q2 2013 | Q3 2023 | 12 |
Capital Investment Advisory Services, LLC | 11 | 1 | 0.03% | 0.08% | 0.11% | Q3 2019 | Q3 2023 | 12 |
Core Wealth Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mine & Arao Wealth Creation & Management, LLC. | 8 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 12 |
WFG Advisors, LP | 9 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Allworth Financial LP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 12 |
Parkside Financial Bank & Trust | 8 | 1 | 0.01% | 0.03% | 0.11% | Q4 2015 | Q1 2023 | 12 |
MRA Advisory Group | 12 | 12 | 0.16% | 0.23% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2015 | 12 |
Lokken Investment Group LLC | 11 | 1 | 0.60% | 0.83% | 0.97% | Q1 2012 | Q2 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.08% | 0.30% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Quantedge Capital Pte Ltd | 12 | 12 | 0.58% | 1.41% | 3.81% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2021 | 11 |
Covington Capital Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 11 |
Belpointe Asset Management LLC | 9 | 2 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q1 2023 | 11 |
Waterfront Wealth Inc. | 11 | 11 | 0.07% | 0.12% | 0.19% | Q1 2021 | Q3 2023 | 11 |
SMH CAPITAL ADVISORS INC | 11 | 11 | 0.40% | 0.60% | 1.61% | Q4 2020 | Q2 2023 | 11 |
SevenBridge Financial Group, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Cornerstone Advisors, LLC | 5 | 2 | 0.11% | 0.42% | 0.86% | Q3 2020 | Q3 2023 | 11 |
Capital Advisors, Ltd. LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Aurora Private Wealth, Inc. | 10 | 1 | 0.08% | 0.18% | 0.32% | Q4 2019 | Q3 2023 | 11 |
Mascoma Wealth Management LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ROPES WEALTH ADVISORS LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
SYNOVUS FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
Kestra Advisory Services, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 10 |
MML INVESTORS SERVICES, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Gs Investments, Inc. | 10 | 10 | 0.02% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
VALLEY WEALTH MANAGERS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 10 |
NWAM LLC | 6 | 3 | 0.07% | 0.16% | 0.28% | Q2 2012 | Q3 2014 | 9 |
CAPITAL GUARDIAN TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 9 |
IHT Wealth Management, LLC | 6 | 1 | 0.02% | 0.05% | 0.12% | Q4 2016 | Q4 2019 | 9 |
BANK OF NOVA SCOTIA | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 9 |
Full Value Advisors, LLC | 8 | 1 | 0.07% | 1.57% | 2.27% | Q4 2006 | Q3 2009 | 9 |
Carroll Financial Associates, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 9 |
Sheaff Brock Investment Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2021 | 9 |
Vectors Research Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 9 |
TSFG, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 9 |
Evercore Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
SIT INVESTMENT ASSOCIATES INC | 8 | 8 | 0.02% | 0.39% | 0.73% | Q3 2019 | Q2 2021 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
First City Capital Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2016 | 8 |
Kozak & Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Independence Bank of Kentucky | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.11% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2021 | 8 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.97% | 1.16% | 1.40% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.10% | 0.22% | Q4 2020 | Q3 2022 | 8 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 8 |
Weiss Asset Management LP | 2 | 1 | 0.03% | 0.08% | 0.24% | Q4 2015 | Q4 2022 | 7 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.27% | 0.69% | Q2 2013 | Q4 2019 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2021 | 7 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 7 |
Bulldog Investors, LLP | 7 | 7 | 0.07% | 0.13% | 0.20% | Q4 2009 | Q2 2011 | 7 |
INTEGRATED WEALTH COUNSEL, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2016 | 7 |
MYCIO WEALTH PARTNERS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Caprock Group, LLC | 6 | 1 | 0.05% | 0.10% | 0.29% | Q4 2014 | Q1 2017 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Altus Wealth Group LLC | 6 | 1 | 0.18% | 0.21% | 0.23% | Q4 2020 | Q3 2022 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cadence Wealth Management LLC | 7 | 7 | 0.89% | 2.50% | 3.85% | Q1 2021 | Q3 2022 | 7 |
Addison Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
Elite Wealth Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Stonehage Fleming Financial Services Holdings Ltd | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2015 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
LS Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Integrated Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
Yakira Capital Management, Inc. | 6 | 6 | 0.19% | 0.25% | 0.30% | Q3 2019 | Q4 2020 | 6 |
USCA RIA LLC | 6 | 6 | 0.15% | 0.28% | 0.39% | Q3 2014 | Q4 2015 | 6 |
Logan Stone Capital, LLC | 4 | 2 | 0.66% | 1.42% | 2.34% | Q1 2022 | Q3 2023 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.80% | 2.28% | 3.48% | Q2 2016 | Q4 2017 | 6 |
CIBC WORLD MARKET INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
TOMPKINS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 6 |
Matisse Capital | 6 | 6 | 0.14% | 0.99% | 1.37% | Q1 2020 | Q2 2021 | 6 |
Swaine & Leidel Wealth Services, LLC | 6 | 6 | 0.15% | 0.23% | 0.33% | Q4 2018 | Q1 2020 | 6 |
HOWE & RUSLING INC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 6 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.14% | 0.16% | 0.21% | Q3 2021 | Q3 2022 | 5 |
Alliance Wealth Advisors, LLC | 5 | 5 | 0.53% | 0.57% | 0.65% | Q4 2020 | Q4 2021 | 5 |
Community Bank, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 5 |
WealthPLAN Partners, LLC | 5 | 5 | 0.09% | 0.23% | 0.32% | Q4 2022 | Q4 2023 | 5 |
Joseph P. Lucia & Associates, LLC | 3 | 2 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q2 2022 | 5 |
Smart Money Group LLC | 5 | 5 | 1.17% | 2.22% | 2.77% | Q1 2018 | Q1 2019 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 5 | 5 | 0.16% | 0.26% | 0.37% | Q3 2021 | Q3 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.28% | 0.46% | 0.67% | Q4 2019 | Q4 2020 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 5 |
BRINKER CAPITAL INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q1 2017 | 5 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2015 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 5 |
PFS Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Platform Technology Partners | 4 | 1 | 0.15% | 0.16% | 0.19% | Q1 2020 | Q2 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Formidable Asset Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 5 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 5 |
Constitution Capital LLC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q1 2022 | 5 |
WADE G W & INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Column Capital Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q2 2021 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 4 |
Cowen Prime Services LLC | 3 | 1 | 0.05% | 0.12% | 0.17% | Q2 2013 | Q4 2016 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.52% | 0.88% | 1.13% | Q2 2013 | Q1 2014 | 4 |
WASHINGTON TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 4 |
MONROE BANK & TRUST/MI | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 4 |
LVW Advisors, LLC | 4 | 4 | 0.22% | 0.34% | 0.45% | Q4 2014 | Q3 2015 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Elequin Capital, LP | 4 | 4 | 0.04% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 4 |
MANNING & NAPIER ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2016 | 4 |
Castle Rock Wealth Management, LLC | 2 | 1 | 0.00% | 0.24% | 0.54% | Q2 2018 | Q4 2019 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
David J Yvars Group | 4 | 4 | 0.14% | 0.17% | 0.20% | Q2 2021 | Q1 2022 | 4 |
OTA Financial Group L.P. | 2 | 1 | 0.31% | 0.43% | 0.69% | Q3 2014 | Q4 2016 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.06% | 0.10% | 0.22% | Q4 2015 | Q3 2018 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.50% | 0.53% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 4 |
Ionic Capital Management LLC | 4 | 4 | 0.22% | 1.34% | 3.01% | Q4 2019 | Q3 2020 | 4 |
NORTHERN TRUST CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 4 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Capital Bank & Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mosaic Family Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 4 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.00% | 0.07% | 0.11% | Q3 2019 | Q4 2021 | 3 |
Private Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2019 | Q4 2019 | 3 |
Carmichael Hill & Associates, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 3 |
FIRST MERCHANTS CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.16% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2021 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
WealthTrust Fairport, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 3 |
TFS CAPITAL LLC | 2 | 1 | 0.03% | 0.06% | 0.13% | Q1 2014 | Q1 2015 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Royal Fund Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kessler Investment Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
TimeScale Financial, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Global Endowment Management, LP | 3 | 3 | 0.26% | 0.30% | 0.33% | Q1 2016 | Q3 2016 | 3 |
DF DENT & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lake Point Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Capital Analysts, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
WealthTrust Asset Management, LLC | 3 | 3 | 0.15% | 0.18% | 0.19% | Q2 2021 | Q4 2021 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2021 | 3 |
Diversified Trust Co | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q4 2013 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.04% | 0.13% | 0.21% | Q4 2013 | Q1 2017 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q4 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Jolley Asset Management, LLC | 2 | 2 | 1.04% | 1.09% | 1.14% | Q4 2019 | Q1 2020 | 2 |
JANUS HENDERSON INVESTORS US LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Manchester Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 2 |
Steigerwald, Gordon & Koch Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.09% | 0.10% | 0.12% | Q3 2019 | Q4 2019 | 2 |
55I, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.13% | 0.26% | Q4 2018 | Q4 2020 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q3 2020 | Q4 2021 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.13% | 0.17% | 0.20% | Q3 2015 | Q4 2015 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 2 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 2 |
Centurion Wealth Management LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q1 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PARSONS CAPITAL MANAGEMENT INC/RI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Pinnacle Wealth Planning Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q4 2019 | 2 |
BT Wealth Management LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
RPO LLC | 2 | 2 | 2.35% | 3.34% | 4.32% | Q2 2023 | Q3 2023 | 2 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.03% | 0.14% | 0.24% | Q2 2015 | Q3 2017 | 2 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 2 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Almitas Capital LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2019 | Q4 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
STEPH & CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SEIZERT CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Grove Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gramercy Funds Management LLC | 1 | 1 | 3.39% | 3.39% | 3.39% | Q2 2013 | Q2 2013 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
L & S Advisors Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ADE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
C-J Advisory, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OTA LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2014 | Q2 2014 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2012 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own GABELLI DIVD & INCOME TR or have owned GABELLI DIVD & INCOME TR in the past.