Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 44 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.00% | 0.44% | 1.21% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 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 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GOODWIN DANIEL L | 42 | 42 | 0.06% | 0.44% | 0.96% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.10% | 0.14% | 0.19% | Q4 2013 | Q4 2023 | 41 |
Creative Planning | 31 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.01% | 0.39% | 1.66% | Q4 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.03% | 0.06% | 0.13% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 33 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 26 | 4 | 0.03% | 0.21% | 0.47% | Q3 2013 | Q3 2023 | 39 |
DAVENPORT & Co LLC | 39 | 39 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 39 |
NORTHERN TRUST CORP | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 38 | 38 | 0.00% | 0.04% | 0.18% | Q2 2014 | Q3 2023 | 38 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 28 | 10 | 0.34% | 2.82% | 5.71% | Q2 2013 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
Private Advisor Group, LLC | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Bartlett & Co. LLC | 26 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 29 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 32 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 26 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 29 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
STIFEL FINANCIAL CORP | 31 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 33 |
Karpus Management, Inc. | 20 | 4 | 0.02% | 2.46% | 6.72% | Q2 2013 | Q3 2023 | 32 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 12 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 32 |
COHEN & STEERS, INC. | 29 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 30 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 31 |
Sandy Spring Bank | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Baird Financial Group, Inc. | 21 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 30 |
Archford Capital Strategies, LLC | 29 | 29 | 0.03% | 0.07% | 0.12% | Q3 2016 | Q3 2023 | 29 |
RMB Capital Management, LLC | 27 | 1 | 0.00% | 0.01% | 0.09% | Q1 2015 | Q3 2023 | 29 |
ProVise Management Group, LLC | 29 | 29 | 0.01% | 0.05% | 0.12% | Q3 2016 | Q3 2023 | 29 |
Evanson Asset Management, LLC | 29 | 29 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
D.A. DAVIDSON & CO. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES TRUST N.A. | 29 | 29 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
FIRST TRUST ADVISORS LP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 29 |
HighTower Advisors, LLC | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Highlander Capital Management, LLC | 29 | 29 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 29 |
JFS WEALTH ADVISORS, LLC | 29 | 29 | 0.01% | 0.56% | 0.89% | Q3 2016 | Q3 2023 | 29 |
Lido Advisors, LLC | 29 | 29 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Community Bank & Trust, Waco, Texas | 29 | 29 | 0.04% | 0.07% | 0.12% | Q3 2016 | Q3 2023 | 29 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 15 | 1 | 0.01% | 0.13% | 0.32% | Q4 2013 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
VESTOR CAPITAL, LLC | 15 | 13 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 28 |
North Star Investment Management Corp. | 28 | 28 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisor Networks LLC | 22 | 6 | 0.01% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 28 |
Sheaff Brock Investment Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
DUNCKER STREETT & CO INC | 16 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 22 | 5 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
CENTRAL TRUST Co | 24 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 27 |
Global Endowment Management, LP | 27 | 27 | 0.04% | 0.15% | 0.56% | Q3 2013 | Q1 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Dorsey & Whitney Trust CO LLC | 26 | 26 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q4 2022 | 26 |
CULLEN/FROST BANKERS, INC. | 19 | 7 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 26 |
CITIGROUP INC | 20 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 26 |
DELTA ASSET MANAGEMENT LLC/TN | 22 | 4 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2022 | 26 |
ROBINSON CAPITAL MANAGEMENT, LLC | 19 | 1 | 0.11% | 3.40% | 5.64% | Q1 2016 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
Vivaldi Capital Management LP | 25 | 25 | 0.04% | 0.58% | 2.39% | Q3 2017 | Q3 2023 | 25 |
Veritable, L.P. | 25 | 25 | 0.00% | 0.13% | 0.59% | Q3 2016 | Q3 2022 | 25 |
Bramshill Investments, LLC | 15 | 10 | 0.06% | 6.04% | 9.54% | Q2 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 25 |
PARK AVENUE SECURITIES LLC | 25 | 25 | 0.00% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 25 |
BANK OF MONTREAL /CAN/ | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 25 |
Global Retirement Partners, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
Transform Wealth, LLC | 13 | 3 | 0.02% | 0.05% | 0.17% | Q3 2016 | Q3 2023 | 25 |
BAR HARBOR WEALTH MANAGEMENT | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 13 | 5 | 0.00% | 0.14% | 0.45% | Q4 2016 | Q3 2023 | 24 |
OPPENHEIMER & CO INC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 24 |
Oxbow Advisors, LLC | 22 | 2 | 0.05% | 1.16% | 2.80% | Q3 2016 | Q3 2023 | 24 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 24 |
Wealth Advisors of Tampa Bay, LLC | 24 | 24 | 0.09% | 0.48% | 1.27% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Cordasco Financial Network | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.13% | 0.24% | 0.37% | Q1 2018 | Q3 2023 | 23 |
Koshinski Asset Management, Inc. | 11 | 3 | 0.01% | 0.08% | 0.18% | Q3 2016 | Q3 2023 | 23 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 23 | 23 | 0.12% | 0.42% | 1.27% | Q1 2018 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2018 | 23 |
Diligent Investors, LLC | 23 | 23 | 0.07% | 0.11% | 0.20% | Q1 2018 | Q3 2023 | 23 |
Sonora Investment Management, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2021 | 23 |
Doyle Wealth Management | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2022 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.04% | 0.13% | 0.25% | Q4 2017 | Q2 2023 | 23 |
Hartford Financial Management Inc. | 22 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
Bridgecreek Investment Management, LLC | 22 | 22 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Founders Capital Management | 13 | 9 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2023 | 22 |
Northeast Financial Consultants Inc | 22 | 22 | 0.01% | 0.05% | 0.15% | Q3 2016 | Q4 2021 | 22 |
Dakota Wealth Management | 21 | 1 | 0.04% | 0.46% | 1.12% | Q1 2018 | Q3 2023 | 22 |
SECURITY NATIONAL TRUST CO | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2018 | 22 |
Stordahl Capital Management, Inc. | 22 | 22 | 0.04% | 0.12% | 0.17% | Q4 2017 | Q1 2023 | 22 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 21 |
Thomasville National Bank | 21 | 21 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q1 2022 | 21 |
SeaCrest Wealth Management, LLC | 15 | 6 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FIRST FOUNDATION ADVISORS | 11 | 9 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q3 2021 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
TRUIST FINANCIAL CORP | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 20 |
WEDBUSH SECURITIES INC | 10 | 2 | 0.02% | 0.05% | 0.11% | Q2 2015 | Q4 2021 | 20 |
Cetera Advisors LLC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.10% | 0.23% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 14 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 20 |
Family Management Corp | 20 | 20 | 0.05% | 0.29% | 1.04% | Q4 2018 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 8 | 5 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q2 2023 | 20 |
WEST CHESTER CAPITAL ADVISORS, INC | 12 | 8 | 0.15% | 0.29% | 0.49% | Q4 2017 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 17 | 1 | 0.00% | 0.00% | 0.04% | Q3 2016 | Q4 2021 | 19 |
1607 Capital Partners, LLC | 19 | 19 | 0.07% | 0.44% | 1.11% | Q3 2016 | Q1 2021 | 19 |
RFG Advisory, LLC | 19 | 19 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 19 |
NWAM LLC | 19 | 19 | 0.01% | 0.11% | 0.23% | Q3 2016 | Q1 2021 | 19 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 1 | 0.01% | 0.02% | 0.09% | Q3 2017 | Q1 2023 | 19 |
IPG Investment Advisors LLC | 19 | 19 | 0.05% | 0.08% | 0.11% | Q1 2017 | Q3 2021 | 19 |
DELPHI FINANCIAL GROUP, INC. | 19 | 19 | 0.94% | 2.15% | 4.23% | Q4 2018 | Q2 2023 | 19 |
AdvisorNet Financial, Inc | 18 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 19 |
VICUS CAPITAL | 19 | 19 | 0.04% | 0.13% | 0.48% | Q1 2014 | Q3 2018 | 19 |
Fiera Capital Corp | 10 | 2 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2022 | 18 |
Marquette Asset Management, LLC | 15 | 3 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q4 2022 | 18 |
Realta Investment Advisors | 18 | 18 | 0.04% | 0.10% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
IBEX WEALTH ADVISORS | 17 | 1 | 0.01% | 0.61% | 1.05% | Q4 2016 | Q4 2022 | 18 |
CITY HOLDING CO | 18 | 18 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q1 2020 | 18 |
West Family Investments, Inc. | 18 | 18 | 0.06% | 0.13% | 0.20% | Q3 2016 | Q4 2020 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 18 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.10% | 0.37% | 0.62% | Q3 2019 | Q3 2023 | 17 |
SMITH, MOORE & CO. | 17 | 17 | 0.12% | 0.16% | 0.21% | Q1 2019 | Q1 2023 | 17 |
Choate Investment Advisors | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Capital Investment Advisory Services, LLC | 13 | 4 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 17 |
DOLIVER ADVISORS, LP | 7 | 2 | 0.10% | 0.45% | 2.30% | Q1 2013 | Q2 2018 | 17 |
FNY Investment Advisers, LLC | 5 | 2 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 17 |
6 Meridian | 17 | 17 | 0.20% | 0.28% | 0.35% | Q4 2017 | Q4 2021 | 17 |
Mutual Advisors, LLC | 17 | 17 | 0.04% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 17 |
MGO ONE SEVEN LLC | 8 | 2 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q1 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 16 | 16 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2023 | 16 |
WINTRUST INVESTMENTS LLC | 7 | 2 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 16 |
Aviance Capital Partners, LLC | 16 | 16 | 0.04% | 0.12% | 0.29% | Q3 2019 | Q2 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.07% | 0.32% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Sigma Planning Corp | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2022 | 16 |
Belpointe Asset Management LLC | 15 | 1 | 0.02% | 0.07% | 0.28% | Q4 2017 | Q2 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.23% | 0.37% | 0.57% | Q4 2019 | Q3 2023 | 16 |
GILL CAPITAL PARTNERS, LLC | 16 | 16 | 2.33% | 3.40% | 4.73% | Q1 2020 | Q4 2023 | 16 |
1832 Asset Management L.P. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2020 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Bank of New York Mellon Corp | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 11 | 5 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 16 |
Meridian Wealth Management, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Allworth Financial LP | 10 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Sawyer & Company, Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
Fruth Investment Management | 15 | 15 | 0.06% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q4 2016 | 15 |
First Allied Advisory Services, Inc. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 15 |
Sunbelt Securities, Inc. | 13 | 2 | 0.04% | 0.07% | 0.09% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2021 | 15 |
REGIONS FINANCIAL CORP | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.03% | 0.11% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Allianz Asset Management GmbH | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
1776 Wealth LLC | 15 | 15 | 1.35% | 2.85% | 4.20% | Q4 2019 | Q2 2023 | 15 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.01% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Congress Park Capital LLC | 14 | 14 | 0.31% | 1.90% | 2.56% | Q2 2020 | Q3 2023 | 14 |
SMH CAPITAL ADVISORS INC | 10 | 4 | 0.19% | 0.33% | 0.79% | Q4 2019 | Q3 2023 | 14 |
New England Private Wealth Advisors LLC | 14 | 14 | 0.05% | 0.06% | 0.08% | Q1 2017 | Q2 2020 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2016 | 14 |
Magnus Financial Group LLC | 14 | 14 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Camelot Portfolios, LLC | 14 | 14 | 0.16% | 0.22% | 0.32% | Q2 2019 | Q3 2022 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 9 | 1 | 0.01% | 0.07% | 0.16% | Q4 2013 | Q4 2020 | 14 |
Asset Planning Services, Ltd. | 10 | 2 | 0.01% | 0.02% | 0.08% | Q3 2016 | Q3 2020 | 14 |
NORTHERN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.47% | 0.70% | 1.31% | Q3 2015 | Q4 2018 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Cypress Wealth Services, LLC | 14 | 14 | 0.04% | 0.07% | 0.17% | Q4 2017 | Q1 2021 | 14 |
Hardy Reed LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q1 2023 | 14 |
AQR Arbitrage LLC | 5 | 1 | 0.00% | 0.06% | 0.35% | Q1 2015 | Q3 2023 | 13 |
BB&T SECURITIES, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
Plante Moran Financial Advisors, LLC | 9 | 4 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q1 2023 | 13 |
American Institute for Advanced Investment Management, LLP | 13 | 13 | 0.11% | 0.15% | 0.18% | Q2 2020 | Q2 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 13 |
American Portfolios Advisors | 9 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Mariner, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 13 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q4 2021 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 0.12% | 0.41% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Integrated Advisors Network LLC | 7 | 1 | 0.01% | 0.05% | 0.24% | Q4 2019 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Rehmann Capital Advisory Group | 11 | 1 | 0.00% | 0.08% | 0.13% | Q3 2016 | Q3 2019 | 12 |
Powell Investment Advisors, LLC | 12 | 12 | 0.37% | 0.65% | 1.07% | Q4 2019 | Q3 2022 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.04% | 0.08% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q4 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Evercore Wealth Management, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 12 |
BOSTON ADVISORS LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 11 |
NATIONAL PLANNING CORP | 11 | 11 | 0.06% | 0.12% | 0.19% | Q1 2015 | Q3 2017 | 11 |
LINCOLN NATIONAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
STALEY CAPITAL ADVISERS INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 11 |
BerganKDV Wealth Management, LLC | 11 | 11 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q2 2020 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q2 2022 | 11 |
Relative Value Partners Group, LLC | 10 | 1 | 0.02% | 0.29% | 0.86% | Q3 2016 | Q4 2022 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 11 |
Sterling Investment Advisors, Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Yellowstone Partners, LLC | 9 | 2 | 0.07% | 0.13% | 0.39% | Q3 2014 | Q4 2017 | 11 |
Commonwealth Equity Services, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 11 |
NOTTINGHAM ADVISORS, INC. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2023 | 11 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 11 | 11 | 0.06% | 0.15% | 0.40% | Q4 2016 | Q2 2019 | 11 |
B. Riley Wealth Management, Inc. | 11 | 11 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q1 2022 | 11 |
RELIANCE TRUST CO OF DELAWARE | 11 | 11 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q1 2019 | 11 |
Maryland Capital Management | 11 | 11 | 0.01% | 0.05% | 0.19% | Q1 2020 | Q3 2022 | 11 |
Glassman Wealth Services | 9 | 2 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q4 2021 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Ahrens Investment Partners LLC | 6 | 1 | 0.00% | 0.07% | 0.16% | Q4 2016 | Q1 2023 | 10 |
First Command Financial Services, Inc. | 8 | 2 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q2 2022 | 10 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 10 |
Chicago Partners Investment Group LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q1 2023 | 10 |
CFM WEALTH PARTNERS LLC | 10 | 10 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
MARINER INVESTMENT GROUP LLC | 5 | 1 | 0.04% | 0.43% | 1.12% | Q4 2013 | Q4 2018 | 10 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.03% | 0.09% | 0.17% | Q4 2017 | Q3 2021 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Wealth Alliance Advisory Group, LLC | 10 | 10 | 0.08% | 0.15% | 0.22% | Q2 2021 | Q3 2023 | 10 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.05% | 0.11% | 0.16% | Q3 2016 | Q4 2019 | 10 |
Lowe Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2023 | 10 |
AE Wealth Management LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2020 | 10 |
CapWealth Advisors, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 10 |
First Command Bank | 8 | 2 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q2 2022 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.91% | 1.54% | 2.80% | Q4 2017 | Q1 2020 | 10 |
Meristem Family Wealth, LLC | 6 | 1 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q1 2022 | 10 |
Tortoise Investment Management, LLC | 10 | 10 | 0.03% | 0.24% | 0.82% | Q2 2021 | Q3 2023 | 10 |
Cornerstone Advisory, LLC | 10 | 10 | 0.49% | 0.63% | 0.73% | Q2 2021 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2020 | 10 |
BREITER CAPITAL MANAGEMENT INC | 9 | 9 | 0.18% | 0.31% | 0.45% | Q1 2020 | Q1 2022 | 9 |
MAIRS & POWER INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 9 |
DEUTSCHE BANK AG\ | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 9 |
MATRIX PRIVATE CAPITAL GROUP LLC | 9 | 9 | 0.08% | 0.18% | 0.36% | Q4 2020 | Q4 2022 | 9 |
Cresset Asset Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 9 |
SEGALL BRYANT & HAMILL, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
TIAA, FSB | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Essex Financial Services, Inc. | 9 | 9 | 0.03% | 0.04% | 0.08% | Q3 2016 | Q3 2018 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q4 2019 | 9 |
NewEdge Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Cardan Capital Partners, LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q1 2020 | 9 |
VisionPoint Advisory Group, LLC | 9 | 9 | 0.04% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
SANDERS MORRIS HARRIS LLC | 4 | 1 | 0.04% | 0.10% | 0.17% | Q2 2016 | Q2 2021 | 9 |
Arete Wealth Advisors, LLC | 5 | 4 | 0.00% | 0.12% | 0.23% | Q2 2021 | Q3 2023 | 9 |
WESBANCO BANK INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Anchor Investment Management, LLC | 9 | 9 | 0.06% | 0.08% | 0.12% | Q3 2016 | Q3 2018 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.24% | 0.75% | 1.19% | Q3 2021 | Q3 2023 | 9 |
Prospera Financial Services Inc | 5 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Fragasso Group Inc. | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
PenderFund Capital Management Ltd. | 4 | 1 | 0.29% | 1.37% | 3.51% | Q4 2018 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Foundations Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q2 2022 | 8 |
PANAGORA ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 8 |
Whitnell & Co. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 8 |
Meixler Investment Management, Ltd. | 8 | 8 | 0.40% | 1.44% | 2.85% | Q4 2021 | Q3 2023 | 8 |
ELEMENT POINTE ADVISORS, LLC | 8 | 8 | 0.17% | 0.20% | 0.22% | Q4 2018 | Q3 2020 | 8 |
Winch Advisory Services, LLC | 8 | 8 | 0.01% | 0.03% | 0.09% | Q3 2016 | Q2 2018 | 8 |
Wellspring Financial Advisors, LLC | 5 | 3 | 0.05% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 8 |
ENTERPRISE FINANCIAL SERVICES CORP | 8 | 8 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q2 2018 | 8 |
EXANE DERIVATIVES | 8 | 8 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.18% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.31% | 0.38% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Matisse Capital | 8 | 8 | 0.07% | 0.08% | 0.11% | Q3 2016 | Q2 2018 | 8 |
SevenBridge Financial Group, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 8 |
GREAT LAKES ADVISORS, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q2 2018 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 8 |
GARRISON BRADFORD & ASSOCIATES INC | 8 | 8 | 0.17% | 0.19% | 0.22% | Q3 2016 | Q2 2018 | 8 |
Arden Trust Co | 8 | 8 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q1 2021 | 8 |
Widmann Financial Services, Inc. | 8 | 8 | 0.38% | 0.42% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Syverson Strege & Co | 8 | 8 | 0.00% | 0.12% | 0.18% | Q4 2020 | Q3 2022 | 8 |
Operose Advisors LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
XML Financial, LLC | 5 | 3 | 0.20% | 0.33% | 0.44% | Q3 2021 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
HUNTINGTON NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Horrell Capital Management, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2015 | 7 |
Baker Avenue Asset Management, LP | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 7 |
Eagle Bluffs Wealth Management LLC | 7 | 7 | 0.64% | 2.02% | 3.16% | Q1 2022 | Q3 2023 | 7 |
HM PAYSON & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Ackerman Capital Advisors, LLC | 2 | 1 | 0.04% | 0.33% | 0.66% | Q2 2017 | Q2 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Vantage Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
MACKAY SHIELDS LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q4 2022 | 7 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 7 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Pinnacle Summer Investments, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 7 |
First Horizon Advisors, Inc. | 4 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 7 |
FormulaFolio Investments, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q1 2018 | 7 |
Seelaus Asset Management LLC | 6 | 1 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q3 2022 | 7 |
Sterneck Capital Management, LLC | 7 | 7 | 0.14% | 0.44% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Penserra Capital Management LLC | 4 | 3 | 0.05% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 7 |
LEO BROKERAGE, LLC | 4 | 1 | 0.16% | 0.23% | 0.33% | Q4 2020 | Q2 2023 | 7 |
Keel Point, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2020 | 7 |
BOKF, NA | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 7 |
Melone Private Wealth, LLC | 7 | 7 | 0.66% | 0.80% | 0.90% | Q1 2022 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
USCA RIA LLC | 6 | 6 | 0.06% | 0.12% | 0.15% | Q1 2020 | Q2 2021 | 6 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
NATIXIS | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Summit Financial, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
MidWestOne Financial Group, Inc. | 4 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
RIVERBRIDGE PARTNERS LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.07% | 0.37% | Q3 2013 | Q4 2020 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 6 |
Proficio Capital Partners LLC | 6 | 6 | 0.01% | 0.06% | 0.11% | Q3 2016 | Q4 2017 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.52% | 0.64% | 0.77% | Q3 2016 | Q4 2017 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q1 2020 | 6 |
Gainplan LLC | 5 | 1 | 0.14% | 0.18% | 0.23% | Q1 2018 | Q4 2019 | 6 |
DRIVE WEALTH MANAGEMENT, LLC | 5 | 1 | 0.04% | 0.34% | 0.58% | Q4 2021 | Q3 2023 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Winfield Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2017 | 6 |
Heritage Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 2 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 6 |
Truvestments Capital LLC | 4 | 2 | 0.18% | 0.28% | 0.48% | Q2 2018 | Q4 2019 | 6 |
Portfolio Strategies, Inc. | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
People's United Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
AQR Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
McGowan Group Asset Management, Inc. | 5 | 1 | 0.39% | 1.19% | 2.04% | Q4 2014 | Q2 2023 | 6 |
Logan Stone Capital, LLC | 5 | 1 | 0.20% | 1.48% | 3.21% | Q1 2022 | Q3 2023 | 6 |
BROWN ADVISORY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Hilltop Holdings Inc. | 4 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 6 |
Sonora Investment Management Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 2 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 5 |
Financial Advantage, Inc. | 5 | 5 | 0.06% | 0.08% | 0.08% | Q2 2021 | Q2 2022 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.01% | 0.03% | 0.10% | Q4 2021 | Q4 2022 | 5 |
ARROW FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.12% | 0.16% | 0.19% | Q4 2021 | Q1 2023 | 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 | 5 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q1 2020 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2021 | 5 |
MCF Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2011 | Q4 2012 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.09% | 0.12% | 0.16% | Q3 2019 | Q3 2020 | 5 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
TFS CAPITAL LLC | 2 | 1 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q1 2017 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 5 |
Kovitz Investment Group Partners, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q1 2020 | 5 |
Geneva Partners, LLC | 5 | 5 | 0.22% | 0.61% | 0.85% | Q4 2020 | Q4 2021 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.06% | 0.10% | 0.16% | Q3 2022 | Q3 2023 | 5 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q4 2019 | 5 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 4 | 1 | 0.14% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 5 |
Allegis Investment Advisors, LLC | 4 | 1 | 0.00% | 0.05% | 0.06% | Q4 2015 | Q3 2017 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2021 | 5 |
NORTHEAST INVESTMENT MANAGEMENT | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2017 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q2 2023 | 5 |
Pflug Koory, LLC | 5 | 5 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2019 | 5 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
OTA Financial Group L.P. | 2 | 1 | 0.14% | 0.22% | 0.35% | Q1 2017 | Q4 2022 | 5 |
Weiss Asset Management LP | 2 | 1 | 0.03% | 0.08% | 0.15% | Q4 2017 | Q4 2022 | 5 |
Financial Management Professionals, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 5 | 0.03% | 0.06% | 0.09% | Q3 2016 | Q3 2017 | 5 |
Addison Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.06% | 0.11% | 0.15% | Q4 2022 | Q4 2023 | 5 |
CREDIT SUISSE AG/ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2014 | 5 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.68% | 0.74% | 0.78% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.14% | 0.19% | 0.25% | Q4 2022 | Q3 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Main Management LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.31% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Crescent Capital Consulting, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Financial Engines Advisors L.L.C. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q4 2020 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Community Bank, N.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.35% | 0.41% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Apriem Advisors | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q2 2018 | 4 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Glenview Trust Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Icon Wealth Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
PT ASSET MANAGEMENT, LLC | 4 | 4 | 1.40% | 14.37% | 20.53% | Q4 2017 | Q3 2018 | 4 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2017 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
OLD NATIONAL BANCORP /IN/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 4 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q2 2017 | 4 |
PARSONS CAPITAL MANAGEMENT INC/RI | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
StrategIQ Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 4 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 4 |
Barry Investment Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Claro Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Integrated Wealth Management | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2016 | Q1 2017 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.29% | 0.33% | 0.39% | Q4 2020 | Q2 2021 | 3 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
BRYN MAWR TRUST Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 3 |
Barber Financial Group, Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2016 | Q2 2017 | 3 |
Simmons Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Centurion Wealth Management LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q2 2023 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 3 |
Strategic Advisors LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2018 | 3 |
Brown Advisory Securities, LLC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2016 | 3 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 3 |
GFS Advisors, LLC | 3 | 3 | 0.06% | 0.11% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Global Trust Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 3 |
BDO Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 3 |
Norway Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Merit Financial Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 3 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 3 |
IBERIABANK CORP | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q1 2018 | 3 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.19% | 0.39% | Q2 2022 | Q3 2022 | 2 |
Riverstone Advisors, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q1 2020 | Q2 2020 | 2 |
Archer Investment Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
KANALY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Well Done, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 2 |
MADISON WEALTH MANAGEMENT | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q2 2021 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Cypress Capital Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Hefty Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q4 2017 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Accel Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 2 |
Institute for Wealth Management, LLC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FIRST COMMUNITY TRUST NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Gruss Capital Management LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
ROMANO BROTHERS AND COMPANY | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Ionic Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Claren Road Asset Management, LLC | 2 | 2 | 0.40% | 0.56% | 0.72% | Q2 2013 | Q3 2013 | 2 |
CHOREO, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Saba Capital Management, L.P. | 2 | 2 | 0.05% | 0.21% | 0.37% | Q2 2023 | Q3 2023 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 1.00% | 1.14% | 1.28% | Q1 2020 | Q2 2020 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
MONETARY MANAGEMENT GROUP INC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q3 2016 | Q4 2016 | 2 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 2 |
Davis Capital Management | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Private Ocean, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Merriman Wealth Management, LLC | 1 | 1 | 0.06% | 0.09% | 0.11% | Q2 2017 | Q1 2020 | 2 |
MCIA Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Liberty Street Advisors, Inc. | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2015 | Q3 2015 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
ACCESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Quent Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2018 | Q3 2018 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2020 | Q1 2020 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
CNB Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Busey Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Adams Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 1 | 1 | 5.62% | 5.62% | 5.62% | Q3 2016 | Q3 2016 | 1 |
Arkos Global Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Neuberger Berman Group 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 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
SFMG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Callan Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Cito Capital Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GenTrust, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sea Otter Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
Lantz Financial LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
NovaPoint Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Argent Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own NUVEEN QUALITY MUNCP INCOME or have owned NUVEEN QUALITY MUNCP INCOME in the past.