Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GOODWIN DANIEL L | 42 | 42 | 0.34% | 0.80% | 1.64% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 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 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 41 | 41 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 26 | 15 | 0.01% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Karpus Management, Inc. | 28 | 5 | 0.01% | 2.01% | 6.89% | Q2 2013 | Q3 2023 | 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 29 | 11 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 23 | 8 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 30 | 10 | 0.00% | 0.15% | 0.45% | Q2 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 39 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.02% | 0.06% | 0.15% | Q4 2013 | Q3 2023 | 40 |
Oxbow Advisors, LLC | 22 | 15 | 0.05% | 1.30% | 2.68% | Q2 2013 | Q3 2023 | 37 |
FIRST UNITED BANK & TRUST | 37 | 37 | 0.06% | 0.13% | 0.22% | Q2 2013 | Q2 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
JFS WEALTH ADVISORS, LLC | 36 | 36 | 0.01% | 0.84% | 1.37% | Q4 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 36 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 26 | 1 | 0.04% | 0.22% | 0.46% | Q4 2013 | Q3 2023 | 34 |
Roble, Belko & Company, Inc | 34 | 34 | 0.00% | 0.05% | 0.16% | Q2 2015 | Q3 2023 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.00% | 0.48% | 1.46% | Q4 2013 | Q1 2022 | 34 |
Summit Financial Wealth Advisors, LLC | 34 | 34 | 0.12% | 0.27% | 0.47% | Q2 2015 | Q3 2023 | 34 |
Invesco Ltd. | 29 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Private Advisor Group, LLC | 22 | 5 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
ALLIANCEBERNSTEIN L.P. | 27 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 19 | 4 | 0.04% | 0.15% | 0.30% | Q2 2015 | Q3 2023 | 32 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 12 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 32 |
Baird Financial Group, Inc. | 29 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 32 |
COHEN & STEERS, INC. | 29 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 32 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 29 | 2 | 0.01% | 3.82% | 8.33% | Q4 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 29 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 31 |
Capital Investment Advisors, LLC | 30 | 30 | 0.11% | 0.15% | 0.22% | Q3 2016 | Q4 2023 | 30 |
CULLEN/FROST BANKERS, INC. | 29 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 29 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 30 |
SIT INVESTMENT ASSOCIATES INC | 29 | 1 | 0.01% | 0.70% | 1.34% | Q2 2013 | Q3 2023 | 30 |
Advisors Asset Management, Inc. | 29 | 1 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 30 |
FIRST FOUNDATION ADVISORS | 30 | 30 | 0.01% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 30 |
OPPENHEIMER & CO INC | 29 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 30 |
RMB Capital Management, LLC | 27 | 1 | 0.01% | 0.02% | 0.25% | Q2 2013 | Q3 2023 | 30 |
Riggs Asset Managment Co. Inc. | 29 | 29 | 0.01% | 0.07% | 1.66% | Q3 2016 | Q3 2023 | 29 |
Sandy Spring Bank | 29 | 29 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
WHITTIER TRUST CO OF NEVADA INC | 29 | 29 | 0.00% | 0.05% | 0.13% | Q3 2016 | Q3 2023 | 29 |
Cetera Advisor Networks LLC | 21 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 29 |
WEDBUSH SECURITIES INC | 29 | 29 | 0.01% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 29 |
Mariner, LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
MACKAY SHIELDS LLC | 29 | 29 | 0.15% | 0.41% | 1.18% | Q3 2016 | Q3 2023 | 29 |
FIRST TRUST ADVISORS LP | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Kistler-Tiffany Companies, LLC | 28 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q2 2023 | 29 |
NORTHERN TRUST CORP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
WHITTIER TRUST CO | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Sigma Planning Corp | 17 | 11 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 28 |
North Star Investment Management Corp. | 28 | 28 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
WESBANCO BANK INC | 17 | 11 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 22 | 6 | 0.00% | 0.06% | 0.17% | Q3 2016 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 28 | 28 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.11% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Bartlett & Co. LLC | 13 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Arete Wealth Advisors, LLC | 13 | 3 | 0.10% | 0.24% | 0.69% | Q3 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Sheaff Brock Investment Advisors, LLC | 15 | 11 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 26 |
Vivaldi Capital Management LP | 24 | 2 | 0.00% | 0.71% | 1.93% | Q1 2017 | Q3 2023 | 26 |
KEYBANK NATIONAL ASSOCIATION/OH | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 26 |
Steward Partners Investment Advisory, LLC | 19 | 7 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2019 | 26 |
MAD RIVER INVESTORS | 26 | 26 | 0.18% | 0.42% | 0.69% | Q3 2016 | Q4 2022 | 26 |
TRUIST FINANCIAL CORP | 16 | 10 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 25 | 25 | 0.10% | 0.49% | 1.11% | Q3 2017 | Q3 2023 | 25 |
ProVise Management Group, LLC | 25 | 25 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2022 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
ROBINSON CAPITAL MANAGEMENT, LLC | 14 | 2 | 0.00% | 3.10% | 6.02% | Q4 2015 | Q3 2023 | 25 |
Community Bank & Trust, Waco, Texas | 17 | 8 | 0.04% | 0.08% | 0.13% | Q3 2016 | Q3 2023 | 25 |
M&T BANK CORP | 20 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
Snowden Capital Advisors LLC | 10 | 7 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 25 |
Thomas J. Herzfeld Advisors, Inc. | 18 | 6 | 0.02% | 0.06% | 0.24% | Q2 2013 | Q4 2020 | 24 |
PEOPLES FINANCIAL SERVICES CORP. | 24 | 24 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2021 | 24 |
ASSETMARK, INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 24 |
Claybrook Capital, LLC | 24 | 24 | 0.01% | 1.54% | 2.27% | Q4 2017 | Q3 2023 | 24 |
BAR HARBOR WEALTH MANAGEMENT | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Wealth Advisors of Tampa Bay, LLC | 24 | 24 | 0.10% | 0.77% | 1.60% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.23% | 0.38% | 0.57% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Horizon Kinetics | 23 | 23 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q4 2018 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 23 |
SALEM INVESTMENT COUNSELORS INC | 15 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 23 |
GARRISON BRADFORD & ASSOCIATES INC | 12 | 11 | 0.15% | 0.31% | 0.42% | Q2 2013 | Q1 2019 | 23 |
Capital Analysts, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Fiera Capital Corp | 17 | 2 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2022 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q2 2022 | 23 |
AE Wealth Management LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Laurel Wealth Advisors, Inc. | 23 | 23 | 0.02% | 0.07% | 0.23% | Q3 2016 | Q1 2022 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 23 |
Founders Capital Management | 13 | 10 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q4 2023 | 23 |
Sowell Financial Services LLC | 10 | 1 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 23 |
Koshinski Asset Management, Inc. | 23 | 23 | 0.02% | 0.18% | 1.01% | Q1 2017 | Q3 2022 | 23 |
JPMORGAN CHASE & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 22 |
StrategIQ Financial Group, LLC | 22 | 22 | 0.11% | 0.28% | 0.45% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 22 |
USCA RIA LLC | 16 | 6 | 0.01% | 0.07% | 0.16% | Q4 2015 | Q2 2021 | 22 |
Beaumont Financial Partners, LLC | 22 | 22 | 0.02% | 0.06% | 0.15% | Q4 2016 | Q1 2022 | 22 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 22 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 22 |
NWAM LLC | 22 | 22 | 0.02% | 0.20% | 0.38% | Q4 2015 | Q1 2021 | 22 |
IBEX WEALTH ADVISORS | 19 | 1 | 0.03% | 0.63% | 1.34% | Q4 2016 | Q4 2022 | 22 |
DELTA ASSET MANAGEMENT LLC/TN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2021 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Dakota Wealth Management | 21 | 21 | 0.05% | 0.48% | 1.09% | Q3 2018 | Q3 2023 | 21 |
D.A. DAVIDSON & CO. | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 21 |
SevenBridge Financial Group, LLC | 18 | 3 | 0.07% | 0.13% | 0.16% | Q4 2016 | Q1 2022 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 21 |
Pinnacle Wealth Planning Services, Inc. | 15 | 2 | 0.02% | 0.07% | 0.19% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
1832 Asset Management L.P. | 18 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2023 | 21 |
Edge Wealth Management LLC | 14 | 6 | 0.01% | 0.24% | 0.54% | Q2 2016 | Q2 2021 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.27% | 0.99% | 1.81% | Q4 2018 | Q3 2023 | 20 |
Highlander Capital Management, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2018 | 20 |
Dynamic Advisor Solutions LLC | 12 | 8 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q1 2023 | 20 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Family Management Corp | 20 | 20 | 0.04% | 0.33% | 1.13% | Q4 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2011 | Q3 2023 | 20 |
Congress Park Capital LLC | 19 | 19 | 1.13% | 3.11% | 6.01% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
COMMERCE BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 19 |
DELPHI FINANCIAL GROUP, INC. | 19 | 19 | 0.92% | 2.12% | 4.20% | Q4 2018 | Q2 2023 | 19 |
OPTIMUM INVESTMENT ADVISORS | 15 | 4 | 0.01% | 0.03% | 0.20% | Q4 2015 | Q3 2021 | 19 |
Beacon Capital Management, Inc. | 12 | 7 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q4 2022 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.08% | 0.19% | 0.33% | Q1 2019 | Q3 2023 | 19 |
Taylor Hoffman Wealth Management | 10 | 9 | 0.01% | 0.09% | 0.13% | Q4 2017 | Q3 2022 | 19 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 19 | 19 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q1 2021 | 19 |
Jupiter Wealth Management LLC | 19 | 19 | 0.20% | 1.37% | 2.75% | Q1 2019 | Q3 2023 | 19 |
BDO Wealth Advisors, LLC | 13 | 2 | 0.00% | 0.06% | 0.20% | Q2 2017 | Q2 2023 | 19 |
Global Retirement Partners, LLC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
SeaCrest Wealth Management, LLC | 13 | 5 | 0.02% | 0.03% | 0.09% | Q4 2017 | Q1 2023 | 18 |
Belpointe Asset Management LLC | 16 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2023 | 18 |
Financial Architects, Inc | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2017 | 18 |
TRUSTCORE FINANCIAL SERVICES, LLC | 14 | 4 | 0.00% | 0.16% | 0.39% | Q4 2017 | Q2 2022 | 18 |
Winslow, Evans & Crocker, Inc. | 18 | 18 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q4 2020 | 18 |
CIBC Private Wealth Group, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 18 |
Ancora Advisors LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 18 |
Freestone Capital Holdings, LLC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q4 2022 | 18 |
Transform Wealth, LLC | 9 | 3 | 0.02% | 0.05% | 0.20% | Q3 2016 | Q3 2023 | 18 |
Hudock, Inc. | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Edmonds Duncan Registered Investment Advisors, LLC | 18 | 18 | 0.22% | 0.29% | 0.43% | Q2 2019 | Q3 2023 | 18 |
HBK Sorce Advisory LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q4 2020 | 18 |
Cito Capital Group, LLC | 16 | 1 | 0.08% | 0.11% | 0.15% | Q3 2017 | Q3 2022 | 17 |
Choate Investment Advisors | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
1607 Capital Partners, LLC | 17 | 17 | 0.35% | 0.51% | 0.81% | Q3 2016 | Q3 2020 | 17 |
Sound View Wealth Advisors Group, LLC | 9 | 8 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 1.01% | 3.85% | 4.88% | Q4 2018 | Q4 2023 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 17 | 17 | 0.00% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.05% | 0.10% | 0.15% | Q3 2019 | Q3 2023 | 17 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 17 |
6 Meridian | 17 | 17 | 0.13% | 0.30% | 0.43% | Q4 2017 | Q4 2021 | 17 |
CAPTRUST FINANCIAL ADVISORS | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 17 |
FNY Investment Advisers, LLC | 5 | 2 | 0.00% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 17 |
CENTRAL TRUST Co | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.00% | 0.07% | 0.37% | Q2 2013 | Q2 2017 | 17 |
TCI Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 16 |
Bedel Financial Consulting, Inc. | 16 | 16 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q4 2021 | 16 |
SYNOVUS FINANCIAL CORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 16 |
Veritable, L.P. | 16 | 16 | 0.22% | 0.45% | 0.57% | Q4 2018 | Q3 2022 | 16 |
SECURITY NATIONAL TRUST CO | 15 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2020 | 16 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Next Capital Management LLC | 16 | 16 | 0.24% | 0.35% | 0.46% | Q4 2018 | Q3 2022 | 16 |
Sunbelt Securities, Inc. | 8 | 1 | 0.02% | 0.11% | 0.23% | Q4 2014 | Q3 2023 | 16 |
Rock Point Advisors, LLC | 16 | 16 | 0.09% | 0.21% | 0.39% | Q4 2019 | Q3 2023 | 16 |
REGIONS FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 16 |
SHEETS SMITH WEALTH MANAGEMENT | 10 | 6 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q1 2022 | 16 |
FineMark National Bank & Trust | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q4 2022 | 16 |
Element Wealth, LLC | 16 | 16 | 0.28% | 0.45% | 0.68% | Q4 2019 | Q3 2023 | 16 |
ROOSEVELT INVESTMENT GROUP LLC | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2022 | 16 |
Sargent Bickham Lagudis LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 16 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 16 | 16 | 0.10% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
LAZARD ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Allworth Financial LP | 10 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Savant Capital, LLC | 15 | 15 | 0.02% | 0.09% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Alpha Omega Wealth Management LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 15 |
Bramshill Investments, LLC | 15 | 15 | 4.11% | 6.76% | 9.40% | Q1 2020 | Q3 2023 | 15 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q1 2020 | 15 |
BOKF, NA | 9 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.02% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 13 | 1 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 14 |
SMH CAPITAL ADVISORS INC | 10 | 4 | 0.18% | 0.32% | 0.77% | Q4 2019 | Q3 2023 | 14 |
AQR Arbitrage LLC | 7 | 1 | 0.00% | 0.06% | 0.37% | Q1 2015 | Q3 2023 | 14 |
Acorn Wealth Advisors, LLC | 11 | 3 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q3 2023 | 14 |
DOLIVER ADVISORS, LP | 5 | 1 | 0.09% | 0.45% | 1.43% | Q1 2013 | Q2 2018 | 14 |
New England Private Wealth Advisors LLC | 14 | 14 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q2 2020 | 14 |
BELLEVUE ASSET MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2023 | 14 |
NewEdge Advisors, LLC | 10 | 4 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2018 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.08% | 0.11% | 0.14% | Q1 1987 | Q3 2023 | 14 |
Summit Trail Advisors, LLC | 14 | 14 | 0.01% | 0.10% | 0.24% | Q2 2020 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2020 | 14 |
VSR Financial Services, Inc. | 13 | 13 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2016 | 13 |
Claraphi Advisory Network, LLC | 9 | 4 | 0.04% | 0.16% | 0.30% | Q4 2017 | Q1 2022 | 13 |
TOWER BRIDGE ADVISORS | 13 | 13 | 0.05% | 0.06% | 0.07% | Q3 2016 | Q3 2019 | 13 |
Hartford Financial Management Inc. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 13 |
BRAVE ASSET MANAGEMENT INC | 7 | 3 | 0.12% | 0.64% | 1.21% | Q2 2017 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Ranch Capital Advisors Inc. | 13 | 13 | 0.20% | 0.33% | 0.54% | Q3 2019 | Q3 2022 | 13 |
Moisand Fitzgerald Tamayo, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Keel Point, LLC | 13 | 13 | 0.03% | 0.07% | 0.09% | Q1 2019 | Q1 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Global Endowment Management, LP | 13 | 13 | 0.09% | 0.29% | 0.79% | Q3 2013 | Q3 2016 | 13 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
Well Done, LLC | 10 | 1 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2023 | 12 |
CHILDRESS CAPITAL ADVISORS, LLC | 12 | 12 | 0.03% | 0.43% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Oliver Luxxe Assets LLC | 12 | 12 | 0.07% | 0.09% | 0.12% | Q3 2016 | Q2 2019 | 12 |
HM PAYSON & CO | 7 | 5 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 12 |
Carroll Financial Associates, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 12 |
Westchester Capital Management, LLC | 8 | 4 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.08% | 0.09% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Cetera Advisors LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
ALTFEST L J & CO INC | 7 | 5 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
Kalos Management, Inc. | 7 | 5 | 0.16% | 0.19% | 0.24% | Q4 2017 | Q4 2020 | 12 |
Magnus Financial Group LLC | 12 | 12 | 0.03% | 0.09% | 0.16% | Q4 2019 | Q3 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Altus Wealth Group LLC | 12 | 12 | 0.46% | 1.00% | 1.31% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q2 2019 | 12 |
Realta Investment Advisors | 11 | 1 | 0.00% | 0.15% | 0.20% | Q1 2019 | Q3 2023 | 12 |
Mutual Advisors, LLC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q2 2020 | 11 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 11 | 11 | 0.05% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Ironsides Asset Advisors, LLC | 8 | 1 | 0.06% | 0.10% | 0.11% | Q2 2014 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Beirne Wealth Consulting Services, LLC | 6 | 1 | 0.11% | 0.17% | 0.25% | Q4 2018 | Q4 2021 | 11 |
MBA Advisors LLC | 11 | 11 | 0.11% | 0.21% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Pointe Capital Management LLC | 11 | 11 | 0.20% | 0.38% | 0.68% | Q1 2021 | Q3 2023 | 11 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 11 | 11 | 0.08% | 0.13% | 0.28% | Q4 2016 | Q2 2019 | 11 |
WealthShield Partners, LLC | 11 | 11 | 0.03% | 0.07% | 0.15% | Q4 2019 | Q2 2022 | 11 |
Certified Advisory Corp | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Aberdeen Wealth Management LLC | 4 | 2 | 0.17% | 0.24% | 0.39% | Q4 2019 | Q3 2023 | 11 |
WealthBridge Capital Management, LLC | 9 | 2 | 0.02% | 0.11% | 0.19% | Q4 2018 | Q3 2022 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Silver Lake Advisory, LLC | 10 | 1 | 0.31% | 0.41% | 0.44% | Q1 2015 | Q3 2018 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.43% | 0.81% | 1.17% | Q1 2021 | Q3 2023 | 11 |
SANDERS MORRIS HARRIS LLC | 4 | 3 | 0.00% | 0.11% | 0.43% | Q1 2016 | Q2 2021 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 10 |
Clean Yield Group | 10 | 10 | 0.03% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 10 |
NORTHERN CAPITAL MANAGEMENT LLC | 10 | 10 | 0.46% | 0.68% | 1.14% | Q3 2016 | Q4 2018 | 10 |
LexAurum Advisors, LLC | 10 | 10 | 0.08% | 0.16% | 0.24% | Q2 2021 | Q3 2023 | 10 |
OAK HILL ADVISORS LP | 10 | 10 | 1.16% | 1.60% | 2.36% | Q4 2013 | Q1 2016 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q1 2017 | 10 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 10 |
GUYASUTA INVESTMENT ADVISORS INC | 5 | 1 | 0.04% | 0.07% | 0.12% | Q3 2016 | Q4 2019 | 10 |
BANK OF MONTREAL /CAN/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 10 |
Syverson Strege & Co | 10 | 10 | 0.02% | 0.06% | 0.14% | Q4 2020 | Q1 2023 | 10 |
WEST PACES ADVISORS INC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 10 |
Hanson & Doremus Investment Management | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q2 2023 | 10 |
1834 INVESTMENT ADVISORS CO | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 10 |
McGowan Group Asset Management, Inc. | 5 | 5 | 0.33% | 1.00% | 1.22% | Q4 2014 | Q2 2023 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.83% | 1.37% | 2.40% | Q4 2017 | Q1 2020 | 10 |
EATON VANCE MANAGEMENT | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
CoreFirst Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
EP Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.06% | 0.09% | Q3 2016 | Q3 2018 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 9 |
RDA Financial Network | 9 | 9 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q1 2023 | 9 |
Aviance Capital Partners, LLC | 9 | 9 | 0.03% | 0.05% | 0.12% | Q1 2021 | Q1 2023 | 9 |
CABOT WEALTH MANAGEMENT INC | 6 | 3 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q1 2020 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 9 |
Cranbrook Wealth Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q3 2022 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 9 |
LeJeune Puetz Investment Counsel LLC | 9 | 9 | 0.20% | 0.27% | 0.31% | Q1 2021 | Q1 2023 | 9 |
Darwin Wealth Management, LLC | 9 | 9 | 0.03% | 0.06% | 0.11% | Q3 2019 | Q3 2021 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
GPS Wealth Strategies Group, LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q1 2023 | 9 |
VICUS CAPITAL | 9 | 9 | 0.03% | 0.14% | 0.34% | Q3 2016 | Q3 2018 | 9 |
Redhawk Wealth Advisors, Inc. | 9 | 9 | 0.16% | 0.19% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Maryland Capital Management | 9 | 9 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q1 2022 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Wealthspire Advisors, L.P. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2019 | 9 |
Main Management LLC | 7 | 2 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 9 |
Private Wealth Partners, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Prospera Financial Services Inc | 7 | 1 | 0.02% | 0.03% | 0.10% | Q3 2016 | Q3 2022 | 9 |
Stonebridge Capital Advisors LLC | 9 | 9 | 0.26% | 0.33% | 0.39% | Q2 2019 | Q2 2021 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 9 |
VisionPoint Advisory Group, LLC | 9 | 9 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
EAGLE GLOBAL ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 9 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 9 |
SEGALL BRYANT & HAMILL, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Proficio Capital Partners LLC | 6 | 3 | 0.50% | 1.75% | 3.28% | Q3 2016 | Q3 2019 | 9 |
BOENNING & SCATTERGOOD, INC. | 6 | 3 | 0.04% | 0.12% | 0.28% | Q2 2019 | Q4 2022 | 9 |
SVB WEALTH LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
BREITER CAPITAL MANAGEMENT INC | 9 | 9 | 0.20% | 0.33% | 0.49% | Q1 2020 | Q1 2022 | 9 |
TFS CAPITAL LLC | 5 | 2 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2016 | 9 |
CMC Financial Group | 8 | 8 | 0.09% | 0.14% | 0.26% | Q1 2021 | Q4 2022 | 8 |
Clear Creek Financial Management, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 8 |
Heritage Trust Co | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 8 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q2 2019 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Live Your Vision, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2018 | 8 |
Meixler Investment Management, Ltd. | 8 | 8 | 0.11% | 0.47% | 1.00% | Q4 2021 | Q3 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q2 2022 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 8 |
ENTERPRISE FINANCIAL SERVICES CORP | 8 | 8 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q2 2018 | 8 |
PANAGORA ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q2 2019 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Crestwood Advisors Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2017 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.03% | 0.08% | 0.13% | Q3 2020 | Q2 2022 | 8 |
Brown Advisory Securities, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2020 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Hilltop Holdings Inc. | 5 | 3 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 1.16% | 1.63% | 1.94% | Q4 2021 | Q3 2023 | 8 |
Founders Financial Alliance, LLC | 5 | 1 | 0.04% | 0.06% | 0.06% | Q3 2020 | Q3 2023 | 8 |
BAR HARBOR TRUST SERVICES | 7 | 1 | 0.00% | 0.32% | 0.42% | Q2 2015 | Q2 2022 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.10% | 0.33% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Eagle Bluffs Wealth Management LLC | 8 | 8 | 3.22% | 4.81% | 6.17% | Q4 2021 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2022 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.07% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Leicht Financial Planning & Wealth Management, Inc. | 7 | 7 | 0.58% | 0.98% | 1.33% | Q3 2018 | Q1 2020 | 7 |
Investors Capital Advisory Services | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Bragg Financial Advisors, Inc | 4 | 3 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q4 2021 | 7 |
Argentus Capital Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Pinnacle Summer Investments, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 7 |
Alexandria Capital, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2016 | 7 |
Kerntke Otto McGlone Wealth Management Group | 7 | 7 | 0.18% | 0.34% | 0.44% | Q4 2019 | Q2 2021 | 7 |
Sterling Investment Advisors, Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Strategic Advisors LLC | 5 | 1 | 0.02% | 0.14% | 0.43% | Q1 2017 | Q3 2023 | 7 |
Wolff Financial Management LLC | 6 | 1 | 0.07% | 0.20% | 0.29% | Q1 2021 | Q1 2023 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
TECTONIC ADVISORS LLC | 7 | 7 | 0.08% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Apollon Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2022 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
Madden Advisory Services, Inc. | 4 | 1 | 0.01% | 0.02% | 0.07% | Q1 2014 | Q1 2017 | 7 |
Western Asset Management Company, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.11% | 0.60% | Q3 2013 | Q4 2020 | 7 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 7 |
Citizens National Bank Trust Department | 7 | 7 | 0.07% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2021 | 6 |
U.S. Capital Wealth Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
RIVERBRIDGE PARTNERS LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.83% | 0.88% | 0.96% | Q3 2016 | Q4 2017 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Truvestments Capital LLC | 4 | 2 | 0.16% | 0.21% | 0.31% | Q2 2018 | Q4 2019 | 6 |
TIAA, FSB | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 6 |
TD Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.02% | 0.07% | 0.19% | Q4 2017 | Q3 2023 | 6 |
Icon Wealth Partners, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2022 | 6 |
Corient Capital Partners, LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q4 2017 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 6 |
Wellspring Financial Advisors, LLC | 4 | 1 | 0.08% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q3 2019 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
AQR Capital Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Integrated Investment Consultants, LLC | 5 | 1 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q1 2018 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 1 | 0.04% | 0.07% | 0.08% | Q2 2018 | Q3 2023 | 6 |
Altavista Wealth Management, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q4 2021 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q1 2023 | 6 |
Merriman Wealth Management, LLC | 5 | 1 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q4 2019 | 6 |
Penserra Capital Management LLC | 4 | 2 | 0.06% | 0.09% | 0.15% | Q3 2021 | Q2 2023 | 6 |
Lauterbach Financial Advisors, LLC | 6 | 6 | 0.09% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Financial Enhancement Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
CUTLER INVESTMENT COUNSEL LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Financial Engines Advisors L.L.C. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
NEWGATE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.12% | 0.88% | 1.55% | Q2 2013 | Q2 2016 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 6 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 6 |
Allegis Investment Advisors, LLC | 5 | 1 | 0.00% | 0.08% | 0.11% | Q4 2015 | Q3 2017 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Rehmann Capital Advisory Group | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 6 |
Guidant Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2018 | 6 |
ISTHMUS PARTNERS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
Barry Investment Advisors, LLC | 5 | 5 | 1.74% | 1.91% | 2.00% | Q3 2022 | Q3 2023 | 5 |
Platform Technology Partners | 5 | 5 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q4 2020 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2016 | 5 |
Parkside Financial Bank & Trust | 4 | 1 | 0.00% | 0.24% | 0.52% | Q3 2016 | Q2 2023 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q4 2023 | 5 |
NATIONAL PLANNING CORP | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2016 | Q3 2017 | 5 |
Allen Investment Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2016 | 5 |
VIRIDIAN RIA, LLC | 3 | 2 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 5 |
Kovack Advisors, Inc. | 3 | 2 | 0.04% | 0.09% | 0.19% | Q4 2016 | Q1 2018 | 5 |
MONECO Advisors, LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q3 2020 | Q3 2021 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Omnia Family Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
ALETHEA CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.47% | 0.56% | 0.67% | Q4 2014 | Q4 2015 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 5 | 0.56% | 0.93% | 1.10% | Q3 2020 | Q3 2021 | 5 |
Apriem Advisors | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 5 |
Point View Wealth Management, Inc. | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q4 2020 | 5 |
Parsec Financial Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
B. Riley Financial, Inc. | 5 | 5 | 0.11% | 0.12% | 0.13% | Q4 2015 | Q4 2016 | 5 |
SHUFRO ROSE & CO LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
LEO BROKERAGE, LLC | 4 | 1 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q1 2022 | 5 |
NAPLES GLOBAL ADVISORS, LLC | 3 | 2 | 0.03% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 5 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 5 |
FIRST COMMUNITY TRUST NA | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SlateStone Wealth, LLC | 5 | 5 | 1.24% | 1.47% | 1.76% | Q1 2020 | Q1 2021 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.05% | 0.09% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Berkeley Capital Partners, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q3 2016 | Q3 2017 | 5 |
Armor Investment Advisors, LLC | 3 | 1 | 0.09% | 0.45% | 1.65% | Q4 2019 | Q3 2023 | 5 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.06% | 0.16% | Q1 2019 | Q3 2023 | 5 |
Coe Capital Management, LLC | 1 | 1 | 0.00% | 0.24% | 0.40% | Q2 2014 | Q2 2021 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2021 | 5 |
Addison Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
Wealthspire Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 5 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
Seelaus Asset Management LLC | 5 | 5 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q4 2021 | 5 |
WFG Advisors, LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 5 |
Camelot Portfolios, LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Lantz Financial LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Kovitz Investment Group Partners, LLC | 3 | 1 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q1 2020 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.03% | 0.10% | 0.22% | Q4 2022 | Q3 2023 | 4 |
PenderFund Capital Management Ltd. | 3 | 1 | 1.02% | 1.80% | 3.35% | Q1 2020 | Q3 2023 | 4 |
PFG Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARROW FINANCIAL CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 4 |
Aurora Private Wealth, Inc. | 3 | 1 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q2 2021 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.80% | 0.89% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.17% | 0.25% | 0.32% | Q3 2022 | Q2 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q2 2021 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 1.08% | 1.41% | 1.72% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Cresta Advisors, Ltd. | 4 | 4 | 0.69% | 1.40% | 1.80% | Q4 2022 | Q3 2023 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Claro Advisors LLC | 3 | 1 | 0.03% | 0.14% | 0.20% | Q4 2018 | Q4 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2015 | Q3 2016 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.14% | 0.19% | 0.22% | Q1 2022 | Q4 2022 | 4 |
Krilogy Financial LLC | 2 | 2 | 0.02% | 0.11% | 0.22% | Q2 2016 | Q1 2018 | 4 |
Occidental Asset Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Vista Private Wealth Partners. LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Titus Wealth Management | 4 | 4 | 0.20% | 0.26% | 0.33% | Q4 2017 | Q3 2018 | 4 |
Cerity Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 4 |
Alpha Cubed Investments, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2020 | 4 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
MCMILLION CAPITAL MANAGEMENT INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.08% | 0.14% | Q4 2013 | Q4 2022 | 4 |
TOTH FINANCIAL ADVISORY CORP | 4 | 4 | 0.04% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
EXCALIBUR MANAGEMENT CORP | 4 | 4 | 0.09% | 0.18% | 0.23% | Q2 2020 | Q1 2021 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.67% | 0.73% | 0.78% | Q4 2022 | Q3 2023 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2020 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.13% | 0.23% | 0.28% | Q1 2019 | Q4 2019 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.09% | 0.42% | 0.86% | Q4 2017 | Q3 2018 | 4 |
NORTHSTAR WEALTH PARTNERS LLC | 4 | 4 | 0.08% | 0.14% | 0.16% | Q4 2019 | Q3 2020 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 4 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 4 |
Logan Stone Capital, LLC | 4 | 4 | 0.98% | 2.86% | 4.78% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.14% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
MYECFO, LLC | 4 | 4 | 0.42% | 0.46% | 0.50% | Q4 2022 | Q3 2023 | 4 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q3 2023 | 4 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BRYN MAWR TRUST Co | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.15% | 0.19% | 0.26% | Q1 2018 | Q3 2018 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Argent Trust Co | 2 | 1 | 0.01% | 0.04% | 0.05% | Q3 2019 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
IRON Financial LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.50% | 0.72% | 1.05% | Q1 2023 | Q3 2023 | 3 |
Yellowstone Partners, LLC | 2 | 1 | 0.15% | 0.26% | 0.32% | Q3 2016 | Q4 2017 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Independent Wealth Network Inc. | 3 | 3 | 0.12% | 0.15% | 0.17% | Q3 2021 | Q1 2022 | 3 |
Simmons Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Carr Financial Group Corp | 3 | 3 | 0.04% | 0.11% | 0.18% | Q4 2022 | Q2 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q4 2022 | 3 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 3 |
Lindbrook Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q2 2022 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.45% | 0.51% | 0.60% | Q4 2020 | Q2 2021 | 3 |
Csenge Advisory Group | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 3 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2013 | Q2 2014 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.03% | 0.08% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
EMFO, LLC | 3 | 3 | 3.08% | 3.17% | 3.26% | Q2 2021 | Q4 2021 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q2 2022 | 3 |
TimeScale Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Barber Financial Group, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q2 2017 | 3 |
Arkadios Wealth Advisors | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 3 |
Cypress Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
MAS Advisors LLC | 3 | 3 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q2 2022 | 3 |
Ionic Capital Management LLC | 2 | 1 | 0.05% | 0.09% | 0.15% | Q1 2018 | Q1 2020 | 3 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Beacon Pointe Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 3 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q1 2017 | 3 |
Brick & Kyle, Associates | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2016 | Q1 2017 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 3 |
Gainplan LLC | 3 | 3 | 0.11% | 0.15% | 0.17% | Q2 2019 | Q4 2019 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Selective Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
Schechter Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q2 2020 | Q4 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2015 | 3 |
OTA Financial Group L.P. | 2 | 1 | 0.26% | 0.27% | 0.28% | Q2 2016 | Q2 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Crewe Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Landmark Bank | 2 | 2 | 3.41% | 3.57% | 3.74% | Q2 2018 | Q3 2018 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2017 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.04% | 0.30% | 0.57% | Q2 2013 | Q2 2016 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Archer Investment Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.04% | 0.33% | 0.62% | Q1 2018 | Q3 2018 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Family Asset Management, LLC | 2 | 2 | 0.20% | 0.21% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Gruss Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Glassman Wealth Services | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Liberty Street Advisors, Inc. | 2 | 2 | 1.15% | 1.17% | 1.18% | Q2 2015 | Q3 2015 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Texan Capital Management | 2 | 2 | 0.48% | 0.70% | 0.93% | Q2 2013 | Q3 2013 | 2 |
First Personal Financial Services | 2 | 2 | 0.01% | 0.07% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Claren Road Asset Management, LLC | 2 | 2 | 0.81% | 1.10% | 1.40% | Q2 2013 | Q3 2013 | 2 |
CHOREO, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Coastal Bridge Advisors, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2016 | Q1 2017 | 2 |
InTrack Investment Management Inc | 2 | 2 | 0.12% | 0.22% | 0.33% | Q1 2023 | Q2 2023 | 2 |
Destination Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Saba Capital Management, L.P. | 2 | 2 | 0.05% | 0.36% | 0.68% | Q2 2023 | Q3 2023 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q4 2013 | Q1 2015 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q4 2019 | 2 |
Bard Financial Services, Inc. | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Leisure Capital Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
MANAGED ACCOUNT SERVICES INC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
SFMG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MONETARY MANAGEMENT GROUP INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
NewDay Solutions, LLC | 1 | 1 | 0.10% | 0.10% | 0.11% | Q4 2018 | Q3 2019 | 2 |
PETERSON WEALTH MANAGEMENT | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2019 | Q1 2020 | 2 |
Stevens First Principles Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Sightline Wealth Advisors, LLC | 2 | 2 | 0.16% | 0.20% | 0.25% | Q4 2020 | Q1 2021 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.13% | 0.18% | 0.22% | Q4 2015 | Q1 2016 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.35% | 0.36% | 0.37% | Q2 2023 | Q3 2023 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Sea Otter Advisors LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q1 2023 | Q2 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
MCIA Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
GenTrust, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Loveless Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Aristides Capital LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Arkos Global Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BlueSky Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Sabal Trust CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Samson Capital Advisors LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q3 2015 | Q3 2015 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Riverview Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Constitution Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Matisse Capital | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Suncoast Equity Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Breakwater Capital Group | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Callan Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Seed Wealth Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Robbins Farley | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Adams Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own NUVEEN AMT FREE QLTY MUN INC or have owned NUVEEN AMT FREE QLTY MUN INC in the past.