Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CARRET ASSET MANAGEMENT, LLC | 43 | 43 | 0.02% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Apriem Advisors | 42 | 42 | 0.04% | 0.25% | 0.76% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.58% | 0.90% | 1.76% | Q3 2013 | Q3 2023 | 41 |
D.A. DAVIDSON & CO. | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Advisors Asset Management, Inc. | 35 | 4 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
FIFTH THIRD BANCORP | 37 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Janney Montgomery Scott LLC | 29 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 36 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Patten Group, Inc. | 35 | 35 | 0.04% | 0.15% | 0.30% | Q1 2015 | Q3 2023 | 35 |
Cordasco Financial Network | 35 | 35 | 0.11% | 1.86% | 9.40% | Q4 2013 | Q2 2022 | 35 |
Cetera Advisor Networks LLC | 22 | 13 | 0.01% | 0.09% | 0.19% | Q4 2014 | Q3 2023 | 35 |
Stratos Wealth Partners, LTD. | 32 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 34 |
MARCO INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Cetera Advisors LLC | 22 | 4 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 34 |
Creative Planning | 25 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.16% | 0.26% | 0.49% | Q4 2015 | Q3 2023 | 32 |
HighTower Advisors, LLC | 26 | 6 | 0.00% | 0.00% | 0.04% | Q4 2014 | Q4 2022 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Waverly Advisors, LLC | 31 | 31 | 0.02% | 0.12% | 0.30% | Q2 2013 | Q4 2020 | 31 |
First Horizon Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2021 | 31 |
JAMES INVESTMENT RESEARCH INC | 24 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 30 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 30 |
1834 INVESTMENT ADVISORS CO | 19 | 9 | 0.00% | 0.09% | 0.45% | Q4 2014 | Q2 2022 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.05% | 0.13% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Shaker Financial Services, LLC | 11 | 1 | 0.10% | 1.15% | 2.45% | Q2 2013 | Q3 2023 | 28 |
Armor Investment Advisors, LLC | 21 | 6 | 0.26% | 1.98% | 3.47% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2019 | 27 |
NEXT Financial Group, Inc | 12 | 6 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2021 | 25 |
StoneX Group Inc. | 19 | 6 | 0.10% | 0.48% | 0.97% | Q2 2017 | Q3 2023 | 25 |
SECURITY NATIONAL TRUST CO | 25 | 25 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2020 | 25 |
Sheaff Brock Investment Advisors, LLC | 24 | 1 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2022 | 25 |
Sigma Planning Corp | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2020 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Baird Financial Group, Inc. | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 24 |
Pflug Koory, LLC | 23 | 23 | 0.16% | 0.22% | 0.28% | Q1 2018 | Q3 2023 | 23 |
VICUS CAPITAL | 23 | 23 | 0.06% | 0.26% | 0.46% | Q1 2014 | Q3 2019 | 23 |
Bank of New York Mellon Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 22 |
OPTIMUM INVESTMENT ADVISORS | 15 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 21 |
Claraphi Advisory Network, LLC | 21 | 21 | 0.09% | 1.36% | 5.39% | Q4 2017 | Q4 2022 | 21 |
Whitnell & Co. | 21 | 21 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q4 2019 | 21 |
Sonora Investment Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 20 |
NORTHERN TRUST CORP | 17 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.96% | 2.10% | 4.02% | Q4 2018 | Q3 2023 | 20 |
Bruderman Asset Management, LLC | 20 | 20 | 0.22% | 0.34% | 0.59% | Q1 2015 | Q4 2019 | 20 |
Financial Sense Advisors, Inc. | 18 | 2 | 0.08% | 0.47% | 1.32% | Q3 2013 | Q3 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Shulman DeMeo Asset Management LLC | 11 | 8 | 0.39% | 0.52% | 0.93% | Q4 2018 | Q3 2023 | 19 |
Carroll Financial Associates, Inc. | 19 | 19 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2019 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 18 |
COHEN & STEERS, INC. | 14 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2021 | 18 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q1 2023 | 18 |
DEUTSCHE BANK AG\ | 13 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2020 | 18 |
DUBUQUE BANK & TRUST CO | 16 | 1 | 0.00% | 0.44% | 1.01% | Q1 2018 | Q3 2023 | 17 |
Cornerstone Advisory, LLC | 16 | 1 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q4 2021 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.37% | 0.87% | 1.35% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.03% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CWM, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SIGNATUREFD, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 15 |
Pointe Capital Management LLC | 10 | 5 | 0.08% | 0.10% | 0.14% | Q1 2015 | Q1 2023 | 15 |
HL FINANCIAL SERVICES LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.04% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 15 |
Prospera Financial Services Inc | 11 | 4 | 0.04% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.28% | 0.35% | 0.43% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Maltin Wealth Management, Inc. | 15 | 15 | 0.16% | 0.79% | 2.15% | Q1 2020 | Q3 2023 | 15 |
Lindbrook Capital, LLC | 15 | 15 | 0.46% | 0.71% | 1.27% | Q1 2020 | Q3 2023 | 15 |
LVW Advisors, LLC | 14 | 14 | 0.05% | 0.25% | 0.42% | Q4 2014 | Q1 2018 | 14 |
Eudaimonia Partners, LLC | 8 | 6 | 0.03% | 0.04% | 0.08% | Q4 2019 | Q2 2023 | 14 |
AE Wealth Management LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 14 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.24% | 0.72% | Q4 2013 | Q1 2022 | 14 |
M&T BANK CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2019 | 14 |
Occidental Asset Management, LLC | 6 | 2 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q2 2023 | 13 |
Tiller Private Wealth, Inc. | 11 | 2 | 0.11% | 0.68% | 1.16% | Q4 2015 | Q3 2021 | 13 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.08% | 0.44% | 1.37% | Q2 2013 | Q3 2020 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 13 | 13 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q1 2019 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Capstone Financial Advisors, Inc. | 12 | 12 | 0.01% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.03% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Hoese & Co LLP | 12 | 12 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.07% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.03% | 0.04% | 0.09% | Q1 2017 | Q2 2021 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 12 |
Capital Advisors, Ltd. LLC | 12 | 12 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q1 2019 | 12 |
FNY Investment Advisers, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 12 |
WFG Advisors, LP | 7 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Global Endowment Management, LP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 12 |
Advisors Capital Management, LLC | 8 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 12 |
JRM Investment Counsel, LLC | 12 | 12 | 0.13% | 1.46% | 2.22% | Q1 2017 | Q4 2019 | 12 |
Beaumont Financial Partners, LLC | 10 | 2 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q3 2019 | 12 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 12 |
COMMERCE BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 11 |
WEALTHSOURCE PARTNERS, LLC | 10 | 1 | 0.04% | 0.06% | 0.07% | Q2 2016 | Q1 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 11 |
Kestra Advisory Services, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Frontier Wealth Management LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2019 | 11 |
SevenBridge Financial Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 10 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 10 |
Regal Investment Advisors LLC | 9 | 1 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q2 2023 | 10 |
BANK OF NOVA SCOTIA | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 10 |
TCI Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 10 |
Founders Financial Alliance, LLC | 5 | 5 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 10 |
COMERICA BANK | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 9 |
BB&T SECURITIES, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 9 |
Aevitas Wealth Management, Inc. | 9 | 9 | 0.33% | 0.37% | 0.39% | Q4 2017 | Q4 2019 | 9 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.02% | 0.13% | 0.26% | Q4 2014 | Q3 2023 | 9 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 9 |
SHEPHERD KAPLAN KROCHUK, LLC | 7 | 2 | 0.02% | 0.05% | 0.21% | Q2 2013 | Q3 2020 | 9 |
Global Retirement Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2022 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.01% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
KANALY TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Concert Wealth Management Inc. | 8 | 8 | 0.03% | 0.08% | 0.16% | Q4 2014 | Q3 2016 | 8 |
Wealthcare Advisory Partners LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2021 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.89% | 1.04% | 1.15% | Q4 2021 | Q3 2023 | 8 |
COMMONS CAPITAL, LLC | 8 | 8 | 0.47% | 1.06% | 1.46% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.61% | 1.34% | 1.70% | Q4 2021 | Q3 2023 | 8 |
1607 Capital Partners, LLC | 8 | 8 | 0.10% | 0.17% | 0.20% | Q2 2020 | Q1 2022 | 8 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 8 |
LEO BROKERAGE, LLC | 4 | 2 | 0.05% | 0.10% | 0.14% | Q4 2020 | Q2 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Continuum Advisory, LLC | 5 | 2 | 0.04% | 0.08% | 0.12% | Q2 2019 | Q3 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 7 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 7 |
Relative Value Partners, LLC | 7 | 7 | 0.09% | 0.17% | 0.47% | Q2 2013 | Q4 2014 | 7 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q3 2016 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Summit Financial, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Hochman Cole Investment Advisors, Inc. | 6 | 1 | 0.10% | 0.21% | 0.37% | Q4 2019 | Q3 2021 | 7 |
Measured Wealth Private Client Group, LLC | 6 | 6 | 0.07% | 0.26% | 0.57% | Q1 2021 | Q2 2022 | 6 |
Apella Capital, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Ruggie Capital Group | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2018 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
SEI INVESTMENTS CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
XML Financial, LLC | 6 | 6 | 0.53% | 0.67% | 0.92% | Q4 2019 | Q1 2021 | 6 |
Valentine Capital Asset Management, Inc. | 6 | 6 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q3 2014 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 6 |
AdvisorNet Financial, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Stephens Consulting, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 1 | 0.00% | 0.17% | 0.63% | Q4 2013 | Q2 2017 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q4 2022 | 6 |
First City Capital Management, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 6 |
Maryland Capital Management | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Horizon Wealth Management, LLC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
PRIVATE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
B. Riley Wealth Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2022 | 5 |
AQR Capital Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2014 | 5 |
Cedar Brook Financial Partners, LLC | 5 | 5 | 0.07% | 0.27% | 0.35% | Q4 2018 | Q4 2019 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2016 | Q4 2017 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
AQR Arbitrage LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q1 2021 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
RPG Investment Advisory, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Sunbelt Securities, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 5 |
Relative Value Partners Group, LLC | 5 | 5 | 0.08% | 0.23% | 0.53% | Q1 2020 | Q1 2021 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Walleye Capital LLC | 3 | 2 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
OTA Financial Group L.P. | 1 | 1 | 0.11% | 0.45% | 0.63% | Q4 2014 | Q2 2022 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 4 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 4 |
UBP Investment Advisors SA | 4 | 4 | 0.23% | 0.25% | 0.26% | Q3 2018 | Q2 2019 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.09% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q1 2020 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2019 | 4 |
NATIONAL PLANNING CORP | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q3 2017 | 4 |
Ameliora Wealth Management Ltd. | 4 | 4 | 0.00% | 0.02% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GLENMEDE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Lehman Financial Resources, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Hartford Financial Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Mariner, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.88% | 1.04% | 1.25% | Q4 2022 | Q3 2023 | 4 |
Atomi Financial Group, Inc. | 3 | 3 | 0.29% | 0.36% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
1832 Asset Management L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
INSTRUMENTAL WEALTH, LLC | 3 | 3 | 0.32% | 0.34% | 0.36% | Q1 2023 | Q3 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Yakira Capital Management, Inc. | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2020 | 3 |
Elequin Capital, LP | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.19% | 0.31% | Q3 2020 | Q1 2021 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TFS CAPITAL LLC | 3 | 3 | 0.03% | 0.04% | 0.08% | Q4 2014 | Q2 2015 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q2 2016 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Willingdon Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q2 2017 | 3 |
Hedeker Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
IBERIABANK CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
MAI Capital Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 2 |
ClearBridge Investments | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.11% | 0.16% | Q1 2020 | Q4 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Triumph Capital Management | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
North Star Investment Management Corp. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2017 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TSFG, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2020 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CITY HOLDING CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2015 | Q2 2015 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2014 | Q1 2014 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Quantedge Capital Pte Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2014 | Q4 2014 | 1 |
Cornerstone Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
New World Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
XML SECURITIES, LLC | 1 | 1 | 3.34% | 3.34% | 3.34% | Q4 2017 | Q4 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
DAVIS R M INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Karpus Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2014 | Q4 2014 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q2 2016 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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This page lists all the filers that currently own NUVEEN S&P 500 BUY-WRITE INC or have owned NUVEEN S&P 500 BUY-WRITE INC in the past.