Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.09% | 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% | 0.14% | 0.41% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.00% | 0.18% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 41 | 41 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.05% | 0.14% | 0.38% | Q4 2013 | Q4 2023 | 41 |
US BANCORP \DE\ | 30 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 39 | 1 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.01% | 0.29% | 1.11% | Q4 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 39 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
FIRST TRUST ADVISORS LP | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 34 | 34 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Invesco Ltd. | 29 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
Sterneck Capital Management, LLC | 33 | 33 | 0.09% | 0.38% | 0.87% | Q3 2015 | Q3 2023 | 33 |
D.A. DAVIDSON & CO. | 16 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 32 |
FIRST FOUNDATION ADVISORS | 31 | 31 | 0.01% | 0.06% | 0.34% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES TRUST N.A. | 30 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 31 |
Anchor Investment Management, LLC | 31 | 31 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
HOLLENCREST CAPITAL MANAGEMENT | 30 | 30 | 0.02% | 0.04% | 0.11% | Q2 2016 | Q3 2023 | 30 |
ProVise Management Group, LLC | 30 | 30 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
Private Advisor Group, LLC | 30 | 30 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 30 | 0.00% | 0.05% | 0.12% | Q2 2016 | Q3 2023 | 30 |
GOODWIN DANIEL L | 30 | 30 | 1.29% | 1.93% | 3.23% | Q2 2016 | Q3 2023 | 30 |
Stratos Wealth Partners, LTD. | 30 | 30 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
COHEN & STEERS, INC. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Community Bank & Trust, Waco, Texas | 30 | 30 | 0.05% | 0.11% | 0.20% | Q2 2016 | Q3 2023 | 30 |
NORTHERN TRUST CORP | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
PINNACLE ASSOCIATES LTD | 30 | 30 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Baird Financial Group, Inc. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
WEBSTER BANK, N. A. | 30 | 30 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 30 |
DAVENPORT & Co LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Lido Advisors, LLC | 29 | 29 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
OPPENHEIMER & CO INC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Bartlett & Co. LLC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
CITIGROUP INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 29 |
THRIVENT FINANCIAL FOR LUTHERANS | 23 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.04% | 0.83% | 3.15% | Q1 2014 | Q3 2023 | 29 |
North Star Investment Management Corp. | 17 | 12 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 29 |
Tortoise Investment Management, LLC | 25 | 3 | 0.01% | 0.15% | 0.46% | Q2 2016 | Q3 2023 | 28 |
Koshinski Asset Management, Inc. | 13 | 2 | 0.06% | 0.38% | 0.93% | Q2 2016 | Q3 2023 | 28 |
Bank of New York Mellon Corp | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 28 |
Johnson Financial Group, Inc. | 14 | 14 | 0.02% | 0.38% | 0.86% | Q2 2016 | Q3 2023 | 28 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 4 | 0.01% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 28 |
SMITH, MOORE & CO. | 28 | 28 | 0.06% | 0.19% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Point View Wealth Management, Inc. | 18 | 10 | 0.12% | 0.18% | 0.29% | Q4 2013 | Q4 2020 | 28 |
DELTA ASSET MANAGEMENT LLC/TN | 23 | 4 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 27 |
Cornerstone Advisory, LLC | 26 | 1 | 0.11% | 0.95% | 2.34% | Q4 2016 | Q3 2023 | 27 |
Sigma Planning Corp | 27 | 27 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q4 2022 | 27 |
Hirtle Callaghan & Co LLC | 27 | 27 | 0.04% | 0.09% | 0.18% | Q1 2017 | Q3 2023 | 27 |
Advisory Services Network, LLC | 25 | 2 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q1 2023 | 27 |
ROCKY MOUNTAIN ADVISERS, LLC | 26 | 26 | 0.06% | 0.18% | 0.34% | Q2 2016 | Q3 2022 | 26 |
Cetera Advisor Networks LLC | 22 | 4 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 26 |
GM Advisory Group, LLC | 26 | 26 | 0.02% | 0.06% | 0.14% | Q2 2016 | Q3 2022 | 26 |
Cottage Street Advisors LLC | 26 | 26 | 0.00% | 0.23% | 0.35% | Q2 2016 | Q3 2022 | 26 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 9 | 2 | 0.02% | 0.18% | 0.52% | Q4 2013 | Q3 2023 | 26 |
Sheaff Brock Investment Advisors, LLC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Sandy Spring Bank | 18 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.01% | 0.06% | 0.26% | Q2 2017 | Q3 2023 | 25 |
Pointe Capital Management LLC | 22 | 1 | 0.08% | 0.32% | 0.60% | Q2 2016 | Q1 2023 | 25 |
Wealth Advisors of Tampa Bay, LLC | 24 | 24 | 0.13% | 0.64% | 1.61% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2021 | 24 |
Gradient Investments LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
IBEX WEALTH ADVISORS | 20 | 2 | 0.14% | 0.33% | 0.66% | Q3 2016 | Q4 2022 | 24 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 24 |
BOKF, NA | 14 | 9 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 23 |
Perkins Coie Trust Co | 14 | 9 | 0.00% | 0.07% | 0.22% | Q2 2016 | Q4 2022 | 23 |
NWAM LLC | 21 | 2 | 0.02% | 0.12% | 0.23% | Q1 2015 | Q4 2020 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2021 | 23 |
Sowell Financial Services LLC | 10 | 6 | 0.00% | 0.06% | 0.18% | Q3 2017 | Q3 2023 | 23 |
SADOFF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 22 |
OARSMAN CAPITAL, INC. | 11 | 1 | 0.06% | 0.08% | 0.14% | Q2 2016 | Q3 2022 | 22 |
PINNACLE FINANCIAL PARTNERS INC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Claybrook Capital, LLC | 9 | 4 | 0.68% | 1.05% | 1.37% | Q4 2017 | Q3 2023 | 22 |
Field & Main Bank | 14 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Karpus Management, Inc. | 16 | 1 | 0.01% | 0.79% | 2.05% | Q2 2013 | Q3 2023 | 22 |
AFT, FORSYTH & COMPANY, INC. | 22 | 22 | 0.17% | 0.36% | 0.69% | Q4 2017 | Q1 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 16 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 22 |
Mariner, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 22 |
ROBINSON CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.80% | 3.30% | 8.21% | Q2 2016 | Q3 2023 | 22 |
Cito Capital Group, LLC | 22 | 22 | 0.10% | 0.18% | 0.55% | Q3 2017 | Q4 2022 | 22 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 22 |
Sequoia Financial Advisors, LLC | 16 | 1 | 0.00% | 0.05% | 0.33% | Q2 2016 | Q2 2023 | 22 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.04% | 0.11% | Q4 2015 | Q3 2023 | 21 |
MASSMUTUAL TRUST CO FSB/ADV | 20 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2023 | 21 |
Private Harbour Investment Management & Counsel, LLC | 21 | 21 | 0.24% | 0.35% | 0.42% | Q2 2016 | Q2 2021 | 21 |
BB&T SECURITIES, LLC | 14 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 21 |
CULLEN/FROST BANKERS, INC. | 20 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2019 | 21 |
Integrated Wealth Concepts LLC | 16 | 5 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 21 |
Oxbow Advisors, LLC | 18 | 3 | 0.02% | 0.80% | 2.01% | Q2 2016 | Q3 2022 | 21 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
SeaCrest Wealth Management, LLC | 14 | 6 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q1 2023 | 20 |
JPMORGAN CHASE & CO | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 20 |
NVWM, LLC | 18 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2023 | 20 |
BANK OF MONTREAL /CAN/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Belpointe Asset Management LLC | 19 | 1 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q1 2023 | 20 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.04% | 0.22% | Q1 2019 | Q3 2023 | 19 |
JAMES INVESTMENT RESEARCH INC | 19 | 19 | 0.01% | 0.01% | 0.04% | Q2 2016 | Q4 2020 | 19 |
Csenge Advisory Group | 14 | 5 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 19 |
Plante Moran Financial Advisors, LLC | 10 | 2 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q2 2022 | 19 |
COMMERCE BANK | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 19 |
RFG Advisory, LLC | 19 | 19 | 0.02% | 0.10% | 0.20% | Q1 2019 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Winch Advisory Services, LLC | 15 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Mascoma Wealth Management LLC | 9 | 1 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 19 |
Ahrens Investment Partners LLC | 15 | 1 | 0.02% | 0.09% | 0.18% | Q1 2017 | Q1 2023 | 19 |
Patriot Financial Group Insurance Agency, LLC | 19 | 19 | 0.00% | 0.05% | 0.12% | Q4 2018 | Q2 2023 | 19 |
Hilton Capital Management, LLC | 11 | 7 | 0.05% | 0.12% | 0.33% | Q2 2013 | Q4 2017 | 18 |
Janney Capital Management LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Peak Asset Management, LLC | 16 | 1 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q1 2023 | 18 |
1834 INVESTMENT ADVISORS CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2020 | 17 |
Horizon Kinetics | 11 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 17 |
Capital Investment Advisory Services, LLC | 13 | 4 | 0.00% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 17 |
BRYN MAWR TRUST Co | 13 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 17 |
M&R CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q1 2022 | 17 |
Cetera Advisors LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2022 | 17 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.34% | 0.57% | 0.91% | Q3 2019 | Q3 2023 | 17 |
ROMAN BUTLER FULLERTON & CO | 16 | 1 | 0.11% | 0.17% | 0.24% | Q4 2018 | Q1 2023 | 17 |
Edge Wealth Management LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2020 | 17 |
Rockefeller Capital Management L.P. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.06% | 0.21% | 0.38% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST BANK | 12 | 4 | 0.00% | 0.08% | 0.35% | Q2 2016 | Q1 2021 | 16 |
EVERGREEN CAPITAL MANAGEMENT LLC | 15 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2022 | 16 |
Physician Wealth Advisors, Inc. | 16 | 16 | 0.08% | 0.14% | 0.21% | Q3 2019 | Q2 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.30% | 0.54% | 0.91% | Q4 2019 | Q3 2023 | 16 |
Next Capital Management LLC | 16 | 16 | 0.05% | 0.18% | 0.31% | Q4 2019 | Q3 2023 | 16 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.09% | 0.62% | 1.32% | Q4 2019 | Q3 2023 | 16 |
Riverstone Advisors, LLC | 16 | 16 | 0.08% | 0.18% | 0.31% | Q4 2018 | Q3 2022 | 16 |
CONNING INC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2020 | 16 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 16 | 16 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q2 2020 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.03% | 0.09% | 0.20% | Q2 2019 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
BCM ADVISORS, LLC | 15 | 15 | 0.09% | 0.18% | 0.26% | Q4 2016 | Q2 2020 | 15 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 15 | 15 | 0.25% | 0.28% | 0.32% | Q2 2016 | Q4 2019 | 15 |
CIBC Private Wealth Group, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
SECURITY NATIONAL TRUST CO | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
Carmichael Hill & Associates, Inc. | 12 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
MACKAY SHIELDS LLC | 15 | 15 | 0.10% | 0.39% | 0.82% | Q2 2016 | Q4 2019 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.02% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 15 |
NATIXIS | 12 | 3 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Mathes Company, Inc. | 13 | 2 | 0.17% | 0.40% | 0.56% | Q4 2019 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q4 2021 | 15 |
Selective Wealth Management, Inc. | 13 | 1 | 0.03% | 0.17% | 1.26% | Q3 2018 | Q3 2022 | 14 |
MAGNOLIA CAPITAL ADVISORS LLC | 9 | 5 | 0.06% | 0.18% | 0.47% | Q4 2019 | Q2 2023 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Summit Trail Advisors, LLC | 14 | 14 | 0.01% | 0.13% | 0.34% | Q2 2020 | Q3 2023 | 14 |
MGO ONE SEVEN LLC | 12 | 2 | 0.04% | 0.09% | 0.17% | Q4 2017 | Q2 2021 | 14 |
DOLIVER ADVISORS, LP | 10 | 1 | 0.07% | 0.41% | 0.83% | Q1 2013 | Q2 2018 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Stonebridge Capital Advisors LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.14% | 0.37% | 0.70% | Q4 2013 | Q4 2017 | 14 |
Rehmann Capital Advisory Group | 14 | 14 | 0.00% | 0.05% | 0.09% | Q2 2016 | Q3 2019 | 14 |
AE Wealth Management LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 14 |
VICUS CAPITAL | 14 | 14 | 0.15% | 0.31% | 0.73% | Q2 2016 | Q3 2019 | 14 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.05% | 0.23% | Q2 2018 | Q3 2023 | 14 |
BELLEVUE ASSET MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2019 | 14 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 6 | 1 | 0.03% | 0.10% | 0.16% | Q3 2014 | Q1 2021 | 14 |
Bell Rock Capital LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q4 2019 | 13 |
WHITTIER TRUST CO OF NEVADA INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 13 | 13 | 0.09% | 0.10% | 0.12% | Q2 2016 | Q2 2019 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
First Allied Advisory Services, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2019 | 13 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
AQR Arbitrage LLC | 4 | 1 | 0.00% | 0.07% | 0.31% | Q1 2015 | Q3 2023 | 13 |
Estabrook Capital Management | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 13 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q1 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.12% | 0.25% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 7 | 5 | 0.12% | 0.23% | 0.30% | Q3 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Keel Point, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2021 | 12 |
Graves Light Lenhart Wealth, Inc. | 7 | 5 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q2 2022 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2019 | 12 |
WEDBUSH SECURITIES INC | 7 | 5 | 0.03% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 0.13% | 0.24% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 6 | 0.07% | 0.29% | 0.56% | Q2 2013 | Q4 2016 | 12 |
Integrated Advisors Network LLC | 7 | 1 | 0.02% | 0.05% | 0.24% | Q4 2019 | Q3 2023 | 12 |
Aurora Private Wealth, Inc. | 12 | 12 | 0.09% | 0.18% | 0.26% | Q4 2019 | Q3 2022 | 12 |
EXANE DERIVATIVES | 12 | 12 | 0.01% | 0.10% | 0.34% | Q3 2019 | Q2 2022 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Realta Investment Advisors | 11 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 12 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.04% | 0.08% | 0.14% | Q2 2018 | Q1 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 4.24% | 4.72% | 6.16% | Q4 2019 | Q3 2022 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 12 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 11 | 11 | 0.06% | 0.15% | 0.39% | Q4 2016 | Q2 2019 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
Global Endowment Management, LP | 7 | 4 | 0.07% | 0.15% | 0.28% | Q4 2013 | Q1 2017 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2018 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.30% | 0.75% | 1.16% | Q1 2021 | Q3 2023 | 11 |
Eidelman Virant Capital | 10 | 1 | 0.01% | 0.11% | 0.14% | Q4 2013 | Q4 2016 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.16% | 0.24% | 0.34% | Q4 2019 | Q2 2022 | 11 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q3 2017 | 11 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q2 2023 | 11 |
Asset Dedication, LLC | 6 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 11 |
D'Orazio & Associates, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Silver Lake Advisory, LLC | 10 | 10 | 1.67% | 1.96% | 2.13% | Q2 2016 | Q3 2018 | 10 |
Ackerman Capital Advisors, LLC | 3 | 1 | 0.04% | 0.19% | 0.34% | Q2 2017 | Q3 2023 | 10 |
DELPHI FINANCIAL GROUP, INC. | 10 | 10 | 0.20% | 0.44% | 0.95% | Q4 2018 | Q1 2021 | 10 |
Loveless Wealth Management LLC | 9 | 1 | 0.14% | 0.20% | 0.28% | Q4 2019 | Q2 2022 | 10 |
Prospera Financial Services Inc | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
JOYN Advisors, Inc. | 10 | 10 | 0.04% | 0.12% | 0.22% | Q4 2017 | Q1 2020 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 4 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 10 |
PANAGORA ASSET MANAGEMENT INC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 10 |
Leelyn Smith, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
LexAurum Advisors, LLC | 10 | 10 | 0.10% | 0.18% | 0.26% | Q2 2021 | Q3 2023 | 10 |
CVA Family Office, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
Transform Wealth, LLC | 5 | 2 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 10 |
Barber Financial Group, Inc. | 10 | 10 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q1 2019 | 10 |
Brick & Kyle, Associates | 9 | 1 | 0.70% | 0.82% | 0.88% | Q2 2016 | Q4 2018 | 10 |
Veritable, L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
JNBA Financial Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Visionary Wealth Advisors | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CENTRAL TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 9 |
Beacon Capital Management, Inc. | 7 | 2 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2022 | 9 |
VisionPoint Advisory Group, LLC | 9 | 9 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
BREITER CAPITAL MANAGEMENT INC | 9 | 9 | 0.27% | 0.45% | 0.64% | Q1 2020 | Q1 2022 | 9 |
Congress Park Capital LLC | 7 | 2 | 0.12% | 0.36% | 0.66% | Q1 2021 | Q3 2023 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
IFG Advisory, LLC | 7 | 2 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q1 2022 | 9 |
Future Financial Wealth Managment LLC | 9 | 9 | 0.21% | 0.27% | 0.33% | Q4 2020 | Q4 2022 | 9 |
Greenwich Wealth Management LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q4 2021 | 9 |
ALBION FINANCIAL GROUP /UT | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
TrinityPoint Wealth, LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q4 2022 | 9 |
IHT Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 9 |
Community Bank, N.A. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
BlackRock Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 9 |
Samalin Investment Counsel, LLC | 9 | 9 | 0.16% | 0.23% | 0.34% | Q3 2020 | Q3 2022 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.23% | 0.30% | 0.46% | Q4 2021 | Q4 2023 | 9 |
Melone Private Wealth, LLC | 8 | 8 | 0.34% | 0.51% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Apriem Advisors | 4 | 4 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q1 2023 | 8 |
ROPES WEALTH ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2018 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Clean Yield Group | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2022 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Financial Architects, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 8 |
Vantage Investment Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2018 | 8 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.03% | 0.06% | 0.16% | Q2 2016 | Q1 2018 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Patten Group, Inc. | 5 | 3 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 8 |
MKT Advisors LLC | 8 | 8 | 0.19% | 0.31% | 0.43% | Q4 2021 | Q3 2023 | 8 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
PFG Advisors | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
RMB Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.07% | Q3 2016 | Q3 2020 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.10% | 0.23% | 0.43% | Q4 2021 | Q3 2023 | 8 |
First Command Financial Services, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Financial Management Professionals, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
MSI Financial Services Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 8 |
Richmond Brothers, Inc. | 8 | 8 | 1.11% | 2.02% | 2.81% | Q4 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 8 |
First Command Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
SEI INVESTMENTS CO | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 8 |
Financial Network Wealth Management LLC | 8 | 8 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q3 2022 | 8 |
CORNERSTONE ADVISORS INC | 8 | 8 | 0.04% | 0.15% | 0.32% | Q2 2013 | Q1 2015 | 8 |
Gould Capital, LLC | 8 | 8 | 0.66% | 0.93% | 1.12% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Summer Investments, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 7 |
Kerntke Otto McGlone Wealth Management Group | 7 | 7 | 1.22% | 1.84% | 2.30% | Q4 2019 | Q2 2021 | 7 |
Sharkey, Howes & Javer | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
B. Riley Wealth Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q2 2022 | 7 |
Integrated Investment Consultants, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q1 2018 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.11% | Q2 2019 | Q4 2020 | 7 |
AMERICAN NATIONAL BANK | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GREATMARK INVESTMENT PARTNERS, INC. | 5 | 2 | 0.06% | 0.06% | 0.08% | Q2 2016 | Q1 2018 | 7 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 7 |
Dakota Wealth Management | 5 | 1 | 0.01% | 0.04% | 0.18% | Q4 2018 | Q3 2023 | 7 |
Ledyard National Bank | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
NATIONAL PLANNING CORP | 7 | 7 | 0.08% | 0.08% | 0.10% | Q1 2016 | Q3 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GREAT LAKES ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 3 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q1 2022 | 7 |
DRW Securities, LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q1 2015 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q3 2020 | 7 |
OTA Financial Group L.P. | 2 | 1 | 0.15% | 0.28% | 0.41% | Q2 2013 | Q1 2023 | 7 |
PARSONS CAPITAL MANAGEMENT INC/RI | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2022 | 7 |
TECTONIC ADVISORS LLC | 7 | 7 | 0.06% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Dynamic Advisor Solutions LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2022 | 7 |
MARINER INVESTMENT GROUP LLC | 4 | 1 | 0.10% | 2.98% | 6.34% | Q2 2014 | Q4 2020 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.30% | 0.43% | 0.55% | Q4 2019 | Q2 2021 | 7 |
Sunbelt Securities, Inc. | 5 | 2 | 0.05% | 0.07% | 0.11% | Q3 2019 | Q4 2021 | 7 |
TFS CAPITAL LLC | 4 | 1 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q2 2016 | 7 |
Family Management Corp | 6 | 1 | 0.16% | 0.20% | 0.32% | Q4 2018 | Q4 2022 | 7 |
Braun-Bostich & Associates Inc. | 6 | 6 | 0.02% | 0.08% | 0.11% | Q4 2017 | Q1 2019 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2017 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2017 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
NewDay Solutions, LLC | 5 | 1 | 0.15% | 0.54% | 1.70% | Q4 2018 | Q2 2020 | 6 |
Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 6 |
M&T BANK CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 6 |
Ford Financial Group, LLC | 4 | 1 | 0.02% | 0.10% | 0.17% | Q4 2017 | Q4 2021 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Fiera Capital Corp | 4 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
REGATTA CAPITAL GROUP, LLC | 6 | 6 | 0.06% | 0.44% | 0.83% | Q4 2021 | Q1 2023 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.10% | 0.32% | Q1 2015 | Q1 2023 | 6 |
BOENNING & SCATTERGOOD, INC. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CAPTRUST FINANCIAL ADVISORS | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 6 |
Portfolio Strategies, Inc. | 6 | 6 | 0.07% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
InTrack Investment Management Inc | 3 | 1 | 0.13% | 0.46% | 0.81% | Q3 2021 | Q4 2023 | 6 |
FSA Wealth Management LLC | 3 | 2 | 0.03% | 0.05% | 0.11% | Q4 2019 | Q1 2021 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 5 |
BAR HARBOR WEALTH MANAGEMENT | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
SouthState Corp | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
NEWGATE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.20% | 0.78% | 2.52% | Q2 2013 | Q2 2016 | 5 |
Better Money Decisions, LLC | 4 | 1 | 0.12% | 0.16% | 0.19% | Q1 2021 | Q2 2022 | 5 |
AQR Capital Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 5 |
Spire Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
ASSOCIATED BANC-CORP | 5 | 5 | 0.16% | 0.17% | 0.19% | Q2 2016 | Q2 2017 | 5 |
Atria Investments, Inc | 5 | 5 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q2 2017 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q4 2023 | 5 |
FIRST MERCHANTS CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
WINTRUST INVESTMENTS LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2019 | 5 |
Cutter & CO Brokerage, Inc. | 5 | 5 | 0.13% | 0.13% | 0.15% | Q3 2016 | Q3 2017 | 5 |
BREWIN DOLPHIN LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 5 |
RMR Wealth Builders | 3 | 1 | 0.01% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 5 |
BOSTON ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Valeo Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 5 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 5 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q2 2023 | 5 |
Parsec Financial Management, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
SII INVESTMENTS INC/WI | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 5 |
Regal Investment Advisors LLC | 3 | 2 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q4 2018 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q4 2022 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.06% | 0.11% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Choate Investment Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 5 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.20% | 0.39% | 0.51% | Q4 2017 | Q4 2018 | 5 |
WFG Advisors, LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.19% | 0.60% | Q2 2014 | Q4 2022 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Matisse Capital | 3 | 2 | 0.11% | 0.55% | 0.84% | Q2 2016 | Q3 2023 | 5 |
UMB Bank, n.a. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
SevenBridge Financial Group, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 4 |
PenderFund Capital Management Ltd. | 3 | 1 | 0.42% | 1.16% | 1.94% | Q1 2020 | Q3 2023 | 4 |
LEO BROKERAGE, LLC | 3 | 1 | 0.04% | 0.09% | 0.12% | Q3 2020 | Q3 2021 | 4 |
Financial Engines Advisors L.L.C. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
Golden Green, Inc. | 4 | 4 | 0.17% | 0.18% | 0.19% | Q1 2021 | Q4 2021 | 4 |
Merriman Wealth Management, LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q3 2013 | Q1 2019 | 4 |
JFS WEALTH ADVISORS, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q2 2018 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.01% | 0.08% | 0.16% | Q2 2016 | Q2 2018 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 4 |
Legacy Advisors, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q2 2019 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q4 2022 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Somerset Trust Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 4 |
American Institute for Advanced Investment Management, LLP | 4 | 4 | 0.12% | 0.14% | 0.18% | Q4 2021 | Q3 2022 | 4 |
Gainplan LLC | 4 | 4 | 0.16% | 0.20% | 0.24% | Q1 2019 | Q4 2019 | 4 |
WMG Financial Advisors, LLC | 3 | 1 | 0.10% | 0.12% | 0.12% | Q2 2022 | Q2 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 2.11% | 2.46% | 2.83% | Q4 2022 | Q3 2023 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.66% | 0.72% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Ameliora Wealth Management Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WESBANCO BANK INC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2022 | 4 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.12% | 0.20% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
First PREMIER Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 2.08% | 2.22% | 2.38% | Q4 2022 | Q3 2023 | 4 |
Poehling Capital Management, INC. | 4 | 4 | 0.24% | 0.28% | 0.33% | Q4 2019 | Q3 2020 | 4 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 4 | 4 | 0.14% | 0.17% | 0.18% | Q1 2015 | Q4 2015 | 4 |
Logan Stone Capital, LLC | 4 | 4 | 1.60% | 3.01% | 4.03% | Q4 2022 | Q3 2023 | 4 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2018 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Sentinus, LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q3 2022 | Q2 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.45% | 0.49% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Sargent Bickham Lagudis LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2019 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SignalPoint Asset Management, LLC | 4 | 4 | 0.11% | 0.14% | 0.20% | Q2 2016 | Q1 2017 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.03% | 0.12% | 0.22% | Q2 2013 | Q1 2014 | 4 |
MPAM CREDIT TRADING PARTNERS L.P. | 4 | 4 | 0.80% | 1.08% | 1.25% | Q4 2014 | Q3 2015 | 4 |
St. James Investment Company, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q2 2016 | Q1 2017 | 4 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 4 |
SILVERLAKE WEALTH MANAGEMENT LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 4 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Wealth Management Solutions, LLC | 3 | 3 | 0.09% | 0.15% | 0.24% | Q4 2021 | Q2 2022 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2021 | 3 |
6 Meridian | 2 | 1 | 0.08% | 0.22% | 0.37% | Q4 2017 | Q1 2020 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2018 | Q3 2018 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 3 |
Argent Trust Co | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q4 2022 | 3 |
WELCH & FORBES LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Sea Otter Advisors LLC | 3 | 3 | 0.14% | 0.81% | 1.35% | Q1 2023 | Q3 2023 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.04% | 0.06% | 0.10% | Q1 2023 | Q3 2023 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 3 |
Altus Wealth Group LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q4 2020 | Q2 2021 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Yakira Capital Management, Inc. | 2 | 1 | 0.14% | 0.28% | 0.46% | Q3 2014 | Q1 2016 | 3 |
PT ASSET MANAGEMENT, LLC | 3 | 3 | 0.17% | 0.79% | 1.16% | Q1 2015 | Q3 2015 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Perfromance Wealth Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.34% | 0.34% | 0.35% | Q4 2018 | Q2 2019 | 3 |
Carr Financial Group Corp | 3 | 3 | 0.09% | 0.16% | 0.22% | Q4 2022 | Q2 2023 | 3 |
ALLIANCEBERNSTEIN L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q4 2020 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q3 2022 | 3 |
tru Independence LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q2 2020 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.09% | 0.24% | Q4 2020 | Q4 2022 | 3 |
FourThought Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Lake Point Wealth Management | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.17% | 0.23% | 0.30% | Q4 2020 | Q2 2021 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Coe Capital Management, LLC | 1 | 1 | 0.16% | 0.36% | 0.49% | Q2 2013 | Q2 2018 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Lloyd Park, LLC | 2 | 1 | 0.40% | 0.44% | 0.49% | Q4 2021 | Q3 2022 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
AMG National Trust Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
SFI Advisors, LLC | 3 | 3 | 0.14% | 0.22% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Herold Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 2 |
Epstein & White Financial LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q2 2021 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TrueWealth Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Relative Value Partners Group, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2016 | Q3 2016 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q4 2021 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 2 |
Claren Road Asset Management, LLC | 2 | 2 | 0.43% | 0.60% | 0.77% | Q2 2013 | Q3 2013 | 2 |
Winthrop Advisory Group LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2017 | Q2 2017 | 2 |
Integrated Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Geneva Partners, LLC | 1 | 1 | 0.19% | 0.20% | 0.21% | Q2 2016 | Q3 2017 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.21% | 0.41% | Q2 2017 | Q2 2018 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2016 | Q3 2016 | 2 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.35% | 0.57% | 0.79% | Q2 2018 | Q3 2018 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q3 2016 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Vontobel Swiss Wealth Advisors AG | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2016 | Q1 2017 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.34% | 0.40% | 0.46% | Q1 2016 | Q2 2016 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Saba Capital Management, L.P. | 2 | 2 | 0.16% | 0.29% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Hills Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2016 | Q3 2016 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q4 2020 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 2 |
ARS Investment Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Bulldog Investors, LLP | 2 | 2 | 0.77% | 0.96% | 1.14% | Q2 2014 | Q3 2014 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 2 |
Westchester Capital Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.06% | 0.22% | 0.37% | Q3 2013 | Q1 2017 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Glassman Wealth Services | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Busey Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2016 | Q3 2016 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2014 | Q4 2014 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2021 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Vivaldi Capital Management LP | 1 | 1 | 0.76% | 0.85% | 0.94% | Q1 2020 | Q3 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 2 |
JANUS HENDERSON INVESTORS US LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Texan Capital Management | 2 | 2 | 0.45% | 0.68% | 0.91% | Q2 2013 | Q3 2013 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 2 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
XTX Topco Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
New World Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
CAMDEN NATIONAL BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Maryland Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2017 | Q4 2017 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Ironsides Partners LLC | 1 | 1 | 3.77% | 3.77% | 3.77% | Q4 2016 | Q4 2016 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Syverson Strege & Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SEARLE & CO. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Homrich & Berg | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Allen Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HARBOUR INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OAK HILL ADVISORS LP | 1 | 1 | 4.02% | 4.02% | 4.02% | Q2 2016 | Q2 2016 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Del Mar Asset Management, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2014 | Q3 2014 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own NUVEEN AMT FREE MUN CR INC F or have owned NUVEEN AMT FREE MUN CR INC F in the past.