Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Ancora Advisors LLC | 42 | 42 | 0.00% | 0.27% | 0.85% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 22 | 20 | 0.01% | 0.07% | 0.15% | Q1 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.02% | 0.08% | 0.24% | 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% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Thomas J. Herzfeld Advisors, Inc. | 42 | 42 | 0.01% | 0.99% | 2.87% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 41 | 41 | 0.02% | 0.14% | 0.25% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 32 | 8 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 28 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
1832 Asset Management L.P. | 39 | 39 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2023 | 39 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 38 | 38 | 0.00% | 2.92% | 4.29% | Q2 2013 | Q3 2022 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Cordasco Financial Network | 35 | 35 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2022 | 35 |
Stratos Wealth Partners, LTD. | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Bulldog Investors, LLP | 33 | 2 | 0.04% | 5.20% | 18.00% | Q4 2009 | Q4 2021 | 35 |
Relative Value Partners Group, LLC | 34 | 34 | 0.01% | 0.66% | 1.77% | Q2 2015 | Q3 2023 | 34 |
SignalPoint Asset Management, LLC | 13 | 9 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 33 |
Carroll Financial Associates, Inc. | 27 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 33 |
CITIGROUP INC | 21 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 33 |
Shaker Financial Services, LLC | 17 | 1 | 0.07% | 1.73% | 3.35% | Q2 2013 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.10% | 0.16% | 0.22% | Q4 2015 | Q3 2023 | 32 |
FIFTH THIRD BANCORP | 13 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 30 |
AMERIPRISE FINANCIAL INC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 30 |
1607 Capital Partners, LLC | 26 | 4 | 0.02% | 0.79% | 1.75% | Q2 2013 | Q4 2020 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q2 2023 | 30 |
OPPENHEIMER & CO INC | 24 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Regent Investment Management LLC | 28 | 28 | 0.07% | 0.24% | 0.41% | Q1 2016 | Q4 2022 | 28 |
Stockman Wealth Management, Inc. | 28 | 28 | 0.03% | 0.17% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Bank of New York Mellon Corp | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Prospera Financial Services Inc | 16 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
M&T BANK CORP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 26 |
GOLDMAN SACHS GROUP INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q1 2020 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
LAZARD ASSET MANAGEMENT LLC | 26 | 26 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2019 | 26 |
RB Capital Management, LLC | 25 | 25 | 0.00% | 0.32% | 0.46% | Q3 2017 | Q3 2023 | 25 |
Institute for Wealth Management, LLC. | 19 | 6 | 0.08% | 0.12% | 0.18% | Q2 2017 | Q3 2023 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 25 |
Karpus Management, Inc. | 20 | 5 | 0.20% | 1.29% | 2.49% | Q2 2013 | Q1 2021 | 25 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.04% | 1.88% | 4.27% | Q2 2013 | Q2 2019 | 25 |
DEUTSCHE BANK AG\ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Parallel Advisors, LLC | 14 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
Oxbow Advisors, LLC | 21 | 3 | 0.01% | 0.12% | 0.46% | Q2 2013 | Q2 2019 | 24 |
DOLIVER ADVISORS, LP | 14 | 1 | 0.04% | 0.65% | 1.97% | Q1 2013 | Q4 2021 | 23 |
BANK OF MONTREAL /CAN/ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.13% | 0.31% | 0.56% | Q1 2018 | Q3 2023 | 23 |
US BANCORP \DE\ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 23 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 18 | 1 | 0.03% | 0.14% | 0.25% | Q2 2013 | Q3 2021 | 23 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 22 | 22 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2022 | 22 |
Cornerstone Wealth Management, LLC | 22 | 22 | 0.01% | 0.03% | 0.18% | Q3 2016 | Q4 2021 | 22 |
Yakira Capital Management, Inc. | 16 | 6 | 0.07% | 0.65% | 4.23% | Q4 2013 | Q4 2022 | 22 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 22 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q4 2021 | 22 |
NewEdge Advisors, LLC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
SeaCrest Wealth Management, LLC | 11 | 10 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 21 |
TCI Wealth Advisors, Inc. | 17 | 1 | 0.00% | 0.04% | 0.10% | Q1 2016 | Q3 2022 | 20 |
HOLLENCREST CAPITAL MANAGEMENT | 16 | 4 | 0.00% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 20 |
SHEPHERD KAPLAN KROCHUK, LLC | 20 | 20 | 0.06% | 0.15% | 0.45% | Q2 2013 | Q1 2018 | 20 |
Baird Financial Group, Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CULLEN/FROST BANKERS, INC. | 18 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 20 |
BLB&B Advisors, LLC | 19 | 19 | 0.01% | 0.04% | 0.05% | Q3 2017 | Q1 2022 | 19 |
Archford Capital Strategies, LLC | 13 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 19 |
TRUIST FINANCIAL CORP | 16 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 19 |
COHEN & STEERS, INC. | 14 | 4 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 18 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
EULAV Asset Management | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2019 | 18 |
Shulman DeMeo Asset Management LLC | 9 | 9 | 0.05% | 0.12% | 0.38% | Q1 2019 | Q3 2023 | 18 |
Titus Wealth Management | 18 | 18 | 0.41% | 0.79% | 1.33% | Q1 2018 | Q2 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
SALEM INVESTMENT COUNSELORS INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2021 | 17 |
RMB Capital Management, LLC | 8 | 1 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q2 2020 | 17 |
Round Table Services, LLC | 10 | 7 | 0.02% | 0.08% | 0.14% | Q3 2014 | Q4 2018 | 17 |
Graves Light Lenhart Wealth, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
ELCO Management Co., LLC | 9 | 8 | 0.12% | 0.18% | 0.29% | Q2 2019 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 17 |
SII INVESTMENTS INC/WI | 16 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.04% | 0.08% | 0.19% | Q2 2013 | Q2 2017 | 17 |
CLOUGH CAPITAL PARTNERS L P | 10 | 1 | 0.01% | 0.13% | 0.28% | Q1 2015 | Q4 2021 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q4 2023 | 16 |
HOEY INVESTMENTS, INC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Penserra Capital Management LLC | 16 | 16 | 0.14% | 0.33% | 0.68% | Q4 2019 | Q3 2023 | 16 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11 | 1 | 0.01% | 0.07% | 0.36% | Q4 2014 | Q4 2022 | 16 |
HUNTINGTON NATIONAL BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 16 |
Community Bank, N.A. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CSS LLC/IL | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 16 |
Gramercy Funds Management LLC | 15 | 15 | 0.94% | 4.53% | 7.95% | Q2 2013 | Q4 2016 | 15 |
STEPHENS INC /AR/ | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 15 |
Asset Dedication, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2020 | 15 |
One Capital Management, LLC | 13 | 1 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q3 2018 | 15 |
Westside Investment Management, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Mutual Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
CORNERSTONE ADVISORS INC | 15 | 15 | 0.14% | 1.26% | 2.05% | Q2 2014 | Q4 2017 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Global Retirement Partners, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 14 |
FMR LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
Bison Wealth, LLC | 10 | 4 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 14 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 14 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 14 |
Baystate Wealth Management LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.19% | 0.25% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Laurel Wealth Advisors, Inc. | 8 | 1 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q3 2021 | 14 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.03% | 0.11% | Q1 2015 | Q3 2023 | 14 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.07% | 0.11% | 0.14% | Q1 2012 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.00% | 0.16% | 0.28% | Q2 2018 | Q3 2023 | 13 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2017 | 13 |
McIlrath & Eck, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
HighTower Advisors, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 13 |
BRINKER CAPITAL INC | 11 | 1 | 0.00% | 0.10% | 0.18% | Q1 2016 | Q3 2019 | 13 |
Aviance Capital Partners, LLC | 8 | 2 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q1 2018 | 13 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 13 |
Matisse Capital | 13 | 13 | 0.45% | 1.71% | 3.22% | Q4 2015 | Q4 2018 | 13 |
Koshinski Asset Management, Inc. | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 12 |
Lido Advisors, LLC | 7 | 5 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 12 |
Altus Wealth Group LLC | 12 | 12 | 0.13% | 0.21% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
SIT INVESTMENT ASSOCIATES INC | 10 | 2 | 0.05% | 0.12% | 0.27% | Q2 2013 | Q4 2021 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2023 | 12 |
SUNTRUST BANKS INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Wealthspire Advisors, L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 12 |
CS MCKEE LP | 7 | 5 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2016 | 12 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2016 | 11 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 11 |
Eudaimonia Partners, LLC | 6 | 5 | 0.09% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 11 |
Sound Income Strategies, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.34% | 0.53% | 0.88% | Q1 2017 | Q3 2019 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2020 | 11 |
Arete Wealth Advisors, LLC | 11 | 11 | 0.03% | 0.82% | 1.15% | Q3 2016 | Q1 2019 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 11 |
SevenBridge Financial Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 11 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 10 |
Financial Advocates Investment Management | 6 | 4 | 0.02% | 0.09% | 0.22% | Q4 2017 | Q3 2023 | 10 |
WealthTrust Asset Management, LLC | 10 | 10 | 0.37% | 0.48% | 0.68% | Q2 2021 | Q3 2023 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
American Portfolios Advisors | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 10 |
Saba Capital Management, L.P. | 10 | 10 | 0.01% | 0.61% | 1.26% | Q3 2016 | Q4 2018 | 10 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 10 |
Avion Wealth | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NewSquare Capital LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 10 |
NWAM LLC | 7 | 3 | 0.01% | 0.11% | 0.18% | Q2 2012 | Q3 2019 | 10 |
Rockefeller Capital Management L.P. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2022 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Meridian Wealth Management, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 9 |
Virtue Capital Management, LLC | 8 | 1 | 0.01% | 0.07% | 0.10% | Q4 2017 | Q2 2020 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
TFS CAPITAL LLC | 6 | 1 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q2 2017 | 9 |
SEI INVESTMENTS CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 9 |
Independence Trust CO | 9 | 9 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.59% | 0.82% | 1.03% | Q4 2020 | Q4 2022 | 9 |
Waverly Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2015 | 9 |
Simplicity Solutions, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 9 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 9 |
AQR Arbitrage LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q1 2017 | 9 |
Perigon Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 9 |
VSR Financial Services, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.21% | 0.29% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q4 2021 | 9 |
Marks Group Wealth Management, Inc | 9 | 9 | 0.01% | 0.22% | 0.28% | Q4 2020 | Q4 2022 | 9 |
Weiss Asset Management LP | 3 | 1 | 0.01% | 0.07% | 0.19% | Q4 2015 | Q4 2022 | 9 |
MARINER INVESTMENT GROUP LLC | 9 | 9 | 0.19% | 0.68% | 1.64% | Q1 2015 | Q1 2017 | 9 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Bensler, LLC | 8 | 8 | 1.44% | 1.62% | 2.14% | Q4 2021 | Q3 2023 | 8 |
Zuckerman Investment Group, LLC | 8 | 8 | 0.12% | 0.16% | 0.22% | Q2 2016 | Q1 2018 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
NATIONAL PLANNING CORP | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2017 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2022 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 8 |
Laidlaw Wealth Management LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 8 |
PRIMORIS WEALTH ADVISORS, LLC | 8 | 8 | 0.14% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Sage Capital Advisors,llc | 8 | 8 | 0.03% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Spectrum Management Group, LLC | 4 | 1 | 0.03% | 0.07% | 0.13% | Q3 2017 | Q4 2019 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2020 | 8 |
Relative Value Partners, LLC | 8 | 8 | 1.89% | 2.38% | 3.31% | Q2 2013 | Q1 2015 | 8 |
BANK OF NOVA SCOTIA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2018 | 8 |
AlphaStar Capital Management, LLC | 6 | 2 | 0.01% | 0.03% | 0.13% | Q4 2017 | Q4 2022 | 8 |
Qube Research & Technologies Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Advisory Alpha, LLC | 4 | 2 | 0.03% | 0.31% | 0.62% | Q4 2016 | Q1 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FineMark National Bank & Trust | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 7 |
CSM Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
AllSquare Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Spire Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
RDA Financial Network | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2020 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Vigilare Wealth Management | 4 | 1 | 0.06% | 0.10% | 0.13% | Q4 2019 | Q3 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.02% | 0.09% | 0.17% | Q4 2018 | Q4 2021 | 7 |
AFT, FORSYTH & COMPANY, INC. | 7 | 7 | 0.20% | 0.21% | 0.22% | Q4 2017 | Q2 2019 | 7 |
OTA Financial Group L.P. | 2 | 1 | 0.13% | 0.25% | 0.58% | Q3 2013 | Q3 2018 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
LINCOLN NATIONAL CORP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 7 |
Kovack Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
WealthPLAN Partners, LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2023 | 7 |
Clarus Wealth Advisors | 7 | 7 | 0.01% | 0.08% | 0.16% | Q4 2017 | Q2 2019 | 7 |
BlackRock Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 7 |
MRA Advisory Group | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Astoria Portfolio Advisors LLC. | 7 | 7 | 0.11% | 0.29% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Edmonds Duncan Registered Investment Advisors, LLC | 7 | 7 | 0.88% | 0.97% | 1.07% | Q3 2017 | Q1 2019 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.16% | 0.36% | Q1 2019 | Q1 2022 | 6 |
SEGALL BRYANT & HAMILL, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Gemmer Asset Management LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q2 2022 | 6 |
Moisand Fitzgerald Tamayo, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 6 |
ALLIANCEBERNSTEIN L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 6 |
STANSBERRY ASSET MANAGEMENT, LLC | 6 | 6 | 0.10% | 0.15% | 0.22% | Q4 2017 | Q1 2019 | 6 |
Ameritas Advisory Services, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2013 | 6 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q4 2017 | 6 |
ROMAN BUTLER FULLERTON & CO | 5 | 1 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2022 | 6 |
Hayden Royal, LLC | 2 | 1 | 0.05% | 0.10% | 0.19% | Q2 2019 | Q2 2021 | 6 |
GEODE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 6 |
COLONY GROUP LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
Apollon Wealth Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 6 |
Full Value Advisors, LLC | 3 | 3 | 0.01% | 0.16% | 0.37% | Q1 2008 | Q3 2009 | 6 |
JFS WEALTH ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Global Endowment Management, LP | 6 | 6 | 0.09% | 0.10% | 0.12% | Q1 2016 | Q2 2017 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Squar Milner Financial Services LLC | 3 | 1 | 0.05% | 0.09% | 0.13% | Q4 2017 | Q2 2020 | 5 |
Allworth Financial LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 5 |
Measured Wealth Private Client Group, LLC | 5 | 5 | 0.18% | 0.21% | 0.24% | Q2 2019 | Q2 2020 | 5 |
HARBOUR INVESTMENTS, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 5 |
Golden State Equity Partners | 2 | 1 | 0.06% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Alpha Omega Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q3 2022 | 5 |
Opera Trading Capital | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Private Capital Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.08% | 0.16% | 0.22% | Q2 2020 | Q3 2021 | 5 |
Plancorp, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Coastal Bridge Advisors, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 5 |
Barnett & Company, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q3 2015 | 5 |
Biltmore Capital Advisors LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2021 | 5 |
Retirement Group, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 5 |
Quantum Private Wealth, LLC | 5 | 5 | 0.16% | 0.24% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 5 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2023 | 4 |
Brinker Capital Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
CERTUITY, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 4 |
David J Yvars Group | 4 | 4 | 0.09% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.08% | 0.19% | Q4 2014 | Q3 2023 | 4 |
AlphaMark Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NINE MASTS CAPITAL Ltd | 4 | 4 | 0.09% | 0.10% | 0.12% | Q2 2015 | Q1 2016 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 4 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2020 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Samalin Investment Counsel, LLC | 4 | 4 | 0.11% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Wealth Planning Services, Inc. | 4 | 4 | 0.08% | 0.13% | 0.20% | Q4 2017 | Q3 2018 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.06% | 0.15% | Q4 2021 | Q4 2022 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Laurion Capital Management LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 4 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 4 |
Elequin Capital, LP | 4 | 4 | 0.05% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MAIRS & POWER INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 4 |
Geller Advisors LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q2 2022 | 4 |
Advisors Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
MML INVESTORS SERVICES, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
MGO ONE SEVEN LLC | 2 | 2 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q4 2018 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Sigma Planning Corp | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2016 | Q3 2017 | 4 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Cedar Brook Financial Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Gary Goldberg Planning Services Inc | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q3 2013 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Personal Capital Advisors Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Octavia Wealth Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Diversified Trust Co | 3 | 3 | 0.15% | 0.16% | 0.16% | Q2 2013 | Q4 2013 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
DRW Securities, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Alpha Cubed Investments, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ECLECTIC ASSOCIATES INC /ADV | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
COUNTRY TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Ionic Capital Management LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q1 2017 | 3 |
Legacy Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2019 | 3 |
AQR Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2015 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
WINTRUST INVESTMENTS LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2016 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Portfolio Strategies, Inc. | 3 | 3 | 0.02% | 3.43% | 8.19% | Q1 2021 | Q3 2021 | 3 |
Kalos Management, Inc. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 3 |
Jolley Asset Management, LLC | 2 | 2 | 0.55% | 0.57% | 0.58% | Q4 2019 | Q1 2020 | 2 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Register Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2018 | Q3 2018 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q3 2016 | Q4 2016 | 2 |
CTC Alternative Strategies, Ltd. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Sunesis Advisors, LLC | 1 | 1 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.16% | 0.18% | 0.20% | Q4 2016 | Q4 2022 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2017 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 2 |
Resource Planning Group | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 2 |
Syverson Strege & Co | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Stolper Co | 2 | 2 | 0.38% | 0.39% | 0.39% | Q3 2020 | Q4 2020 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CIC Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q3 2020 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Telos Capital Management, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2022 | 2 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
NORTH STAR ASSET MANAGEMENT INC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
OppenheimerFunds, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Lee Financial Co | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q2 2018 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Liberty Capital Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Randolph Co Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Boyle Capital Management, L.L.C. | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2016 | Q3 2016 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Xcel Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 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 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Black Diamond Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
BERRY GROUP, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Jump Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2008 | Q4 2008 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Regis Management CO LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Legacy Wealth Planning, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own LIBERTY ALL STAR EQUITY FD or have owned LIBERTY ALL STAR EQUITY FD in the past.