Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.00% | 0.29% | 0.75% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 42 | 42 | 0.14% | 0.34% | 0.69% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 32 | 8 | 0.01% | 0.12% | 0.48% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 30 | 9 | 0.02% | 1.83% | 2.82% | Q4 2013 | Q3 2023 | 39 |
Cambridge Investment Research Advisors, Inc. | 38 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
ZAZOVE ASSOCIATES LLC | 32 | 7 | 0.05% | 0.15% | 0.28% | Q4 2013 | Q3 2023 | 39 |
FIRST TRUST ADVISORS LP | 35 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
COHEN & STEERS, INC. | 35 | 4 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 39 |
SMITH, MOORE & CO. | 23 | 13 | 0.01% | 0.06% | 0.33% | Q4 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PRIVATE MANAGEMENT GROUP INC | 30 | 6 | 0.02% | 0.67% | 1.22% | Q4 2013 | Q3 2023 | 36 |
US BANCORP \DE\ | 21 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
Thomas J. Herzfeld Advisors, Inc. | 33 | 2 | 0.00% | 1.89% | 5.17% | Q2 2014 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34 | 34 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q2 2022 | 34 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 34 |
Cetera Advisor Networks LLC | 14 | 2 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 34 |
Capital Investment Advisors, LLC | 21 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 34 |
Relative Value Partners Group, LLC | 34 | 34 | 0.01% | 0.31% | 1.16% | Q2 2015 | Q3 2023 | 34 |
Bank of New York Mellon Corp | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
NWAM LLC | 23 | 3 | 0.01% | 0.20% | 0.42% | Q2 2012 | Q3 2021 | 31 |
JPMORGAN CHASE & CO | 30 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 31 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 26 | 5 | 0.08% | 0.26% | 0.66% | Q1 2014 | Q3 2023 | 31 |
Oxbow Advisors, LLC | 17 | 14 | 0.09% | 0.29% | 0.58% | Q2 2013 | Q3 2021 | 31 |
Tortoise Investment Management, LLC | 21 | 10 | 0.00% | 1.08% | 5.03% | Q1 2015 | Q4 2022 | 31 |
Fiduciary Group LLC | 30 | 30 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2020 | 30 |
Rehmann Capital Advisory Group | 20 | 10 | 0.01% | 0.25% | 1.48% | Q2 2011 | Q3 2019 | 30 |
HighTower Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 29 |
EATON VANCE MANAGEMENT | 22 | 7 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2022 | 29 |
Penserra Capital Management LLC | 16 | 12 | 0.00% | 0.17% | 0.68% | Q4 2015 | Q3 2023 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 8 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2022 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Saba Capital Management, L.P. | 13 | 2 | 0.01% | 1.13% | 4.81% | Q3 2013 | Q3 2023 | 27 |
FIRST MANHATTAN CO. LLC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
CREDIT SUISSE AG/ | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 27 |
1832 Asset Management L.P. | 27 | 27 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q1 2020 | 27 |
Geneos Wealth Management Inc. | 27 | 27 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2022 | 27 |
Mariner, LLC | 21 | 5 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2019 | 26 |
Janney Montgomery Scott LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 26 |
Coe Capital Management, LLC | 26 | 26 | 0.09% | 0.22% | 0.41% | Q2 2013 | Q3 2019 | 26 |
Bramshill Investments, LLC | 26 | 26 | 0.21% | 7.65% | 17.49% | Q2 2017 | Q3 2023 | 26 |
SIT INVESTMENT ASSOCIATES INC | 16 | 2 | 0.00% | 0.30% | 0.61% | Q4 2014 | Q3 2023 | 26 |
Cottage Street Advisors LLC | 23 | 2 | 0.08% | 0.20% | 0.47% | Q4 2015 | Q1 2022 | 25 |
Edge Wealth Management LLC | 25 | 25 | 0.01% | 0.13% | 0.43% | Q2 2014 | Q2 2020 | 25 |
THRIVENT FINANCIAL FOR LUTHERANS | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8 | 3 | 0.01% | 0.10% | 0.41% | Q2 2014 | Q3 2023 | 25 |
WESCAP Management Group, Inc. | 22 | 2 | 0.02% | 0.68% | 2.91% | Q1 2016 | Q1 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.10% | 0.19% | 0.34% | Q1 2018 | Q3 2023 | 23 |
Shaker Financial Services, LLC | 11 | 1 | 0.05% | 0.48% | 1.25% | Q1 2016 | Q3 2023 | 23 |
RAYMOND JAMES TRUST N.A. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 23 |
SHUFRO ROSE & CO LLC | 22 | 1 | 0.01% | 0.01% | 0.02% | Q3 2012 | Q3 2018 | 23 |
MARINER INVESTMENT GROUP LLC | 14 | 8 | 0.24% | 3.23% | 8.32% | Q1 2014 | Q4 2019 | 22 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 22 |
TELEMUS CAPITAL, LLC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q2 2021 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
DUBUQUE BANK & TRUST CO | 21 | 21 | 0.05% | 0.26% | 0.56% | Q2 2013 | Q2 2018 | 21 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 21 |
Global Endowment Management, LP | 12 | 9 | 0.01% | 0.03% | 0.09% | Q3 2014 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q4 2021 | 21 |
Koshinski Asset Management, Inc. | 16 | 2 | 0.08% | 0.27% | 0.75% | Q1 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 20 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q4 2021 | 20 |
DOLIVER ADVISORS, LP | 6 | 1 | 0.03% | 0.39% | 1.09% | Q2 2013 | Q2 2020 | 20 |
Moloney Securities Asset Management, LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Hilton Capital Management, LLC | 20 | 20 | 0.16% | 1.74% | 3.12% | Q1 2016 | Q4 2020 | 20 |
DEUTSCHE BANK AG\ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 20 |
ROBINSON CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.00% | 1.76% | 9.00% | Q4 2013 | Q4 2022 | 20 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2020 | 19 |
Gradient Investments LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2023 | 19 |
SeaCrest Wealth Management, LLC | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Virtus ETF Advisers LLC | 18 | 18 | 0.23% | 0.46% | 1.16% | Q2 2019 | Q3 2023 | 18 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 18 |
FNY Investment Advisers, LLC | 8 | 3 | 0.00% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
RESTRUCTURING CAPITAL ASSOCIATES LP | 18 | 18 | 5.94% | 16.15% | 21.62% | Q4 2014 | Q1 2019 | 18 |
AQR Arbitrage LLC | 7 | 1 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q3 2023 | 18 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.05% | Q4 2018 | Q3 2023 | 18 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 15 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2023 | 17 |
OAK HILL ADVISORS LP | 15 | 2 | 1.07% | 2.86% | 6.57% | Q4 2018 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Van Hulzen Asset Management, LLC | 17 | 17 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q3 2021 | 17 |
Family Firm, Inc. | 16 | 16 | 0.07% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 16 |
Sowell Financial Services LLC | 14 | 2 | 0.00% | 0.08% | 0.16% | Q3 2019 | Q3 2023 | 16 |
Brick & Kyle, Associates | 15 | 1 | 0.18% | 0.23% | 0.29% | Q4 2014 | Q4 2018 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 16 |
Westchester Capital Management, LLC | 7 | 2 | 0.00% | 0.04% | 0.15% | Q4 2016 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 16 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
MERIDIAN INVESTMENT COUNSEL INC. | 15 | 15 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q2 2019 | 15 |
Kovack Advisors, Inc. | 15 | 15 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q2 2023 | 15 |
CENTAURUS FINANCIAL, INC. | 12 | 3 | 0.05% | 0.24% | 0.41% | Q4 2017 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 15 |
ROOSEVELT INVESTMENT GROUP LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 15 |
Stolper Co | 15 | 15 | 0.27% | 0.37% | 0.60% | Q1 2020 | Q3 2023 | 15 |
HOLLENCREST CAPITAL MANAGEMENT | 11 | 4 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 15 |
Lido Advisors, LLC | 12 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2023 | 14 |
MGO ONE SEVEN LLC | 10 | 2 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 14 |
McGowan Group Asset Management, Inc. | 13 | 1 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q4 2020 | 14 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 14 |
U S GLOBAL INVESTORS INC | 12 | 2 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q3 2017 | 14 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 10 | 4 | 1.00% | 2.68% | 4.33% | Q3 2014 | Q4 2018 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
SHEPHERD KAPLAN KROCHUK, LLC | 11 | 3 | 0.08% | 0.16% | 0.32% | Q2 2013 | Q3 2018 | 14 |
Horizon Kinetics | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Meridian Wealth Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 11 | 2 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
NEWGATE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.25% | 6.53% | 9.98% | Q2 2013 | Q2 2016 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 13 |
OLD SECOND NATIONAL BANK OF AURORA | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
Arete Wealth Advisors, LLC | 10 | 3 | 0.01% | 0.07% | 0.18% | Q3 2014 | Q1 2020 | 13 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 13 |
SVB WEALTH LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Capital Wealth Alliance, LLC | 13 | 13 | 0.30% | 0.41% | 0.48% | Q3 2020 | Q3 2023 | 13 |
Baird Financial Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 13 |
DRW Securities, LLC | 13 | 13 | 0.01% | 0.06% | 0.17% | Q4 2014 | Q4 2017 | 13 |
AE Wealth Management LLC | 6 | 2 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q1 2022 | 13 |
AdvisorNet Financial, Inc | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
OPPENHEIMER & CO INC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 12 |
Brinker Capital Investments, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 12 |
SIGNET FINANCIAL MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q4 2019 | 12 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 12 |
Pinnacle Wealth Planning Services, Inc. | 10 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 12 |
Ionic Capital Management LLC | 9 | 3 | 0.04% | 0.07% | 0.13% | Q2 2016 | Q4 2019 | 12 |
SevenBridge Financial Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 11 |
WT Wealth Management | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Coastal Bridge Advisors, LLC | 11 | 11 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q2 2019 | 11 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q1 2022 | 11 |
Formidable Asset Management, LLC | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Institute for Wealth Management, LLC. | 8 | 3 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2020 | 11 |
F3Logic, LLC | 11 | 11 | 0.02% | 0.15% | 0.27% | Q2 2020 | Q4 2022 | 11 |
Navis Wealth Advisors, LLC | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Private Advisory Group LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ClearBridge Investments | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
Lenox Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2018 | 11 |
Cetera Advisors LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 11 |
Fiera Capital Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CORNERSTONE ADVISORS INC | 11 | 11 | 0.12% | 0.63% | 1.05% | Q1 2014 | Q3 2016 | 11 |
LAZARD ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q2 2023 | 11 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
NORTHERN TRUST CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q1 2019 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 10 |
VICUS CAPITAL | 10 | 10 | 0.03% | 0.06% | 0.11% | Q4 2013 | Q1 2016 | 10 |
FIDUCIARY TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2017 | 10 |
Bulldog Investors, LLP | 5 | 1 | 0.02% | 0.31% | 1.48% | Q4 2009 | Q3 2019 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2021 | 10 |
Mutual Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 10 |
BRINKER CAPITAL INC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q2 2020 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.03% | 0.11% | 0.28% | Q4 2017 | Q3 2022 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 10 |
JANUS HENDERSON GROUP PLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2016 | 10 |
Karpus Management, Inc. | 8 | 1 | 0.00% | 0.45% | 1.34% | Q4 2014 | Q4 2018 | 9 |
Sunbelt Securities, Inc. | 4 | 2 | 0.00% | 0.25% | 0.67% | Q4 2014 | Q3 2023 | 9 |
Proficio Capital Partners LLC | 9 | 9 | 0.00% | 0.33% | 0.49% | Q4 2016 | Q4 2018 | 9 |
Smith Affiliated Capital Corp. | 8 | 1 | 0.00% | 0.05% | 0.42% | Q2 2011 | Q2 2014 | 9 |
TRUST CO OF VERMONT | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 9 |
M&T BANK CORP | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 9 |
Starfire Investment Advisers, Inc. | 9 | 9 | 0.14% | 0.17% | 0.18% | Q1 2015 | Q1 2017 | 9 |
BANK OF MONTREAL /CAN/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Clarus Wealth Advisors | 7 | 2 | 0.06% | 0.09% | 0.14% | Q4 2017 | Q1 2020 | 9 |
Certified Advisory Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
CLOUGH CAPITAL PARTNERS L P | 8 | 1 | 0.05% | 0.15% | 0.33% | Q1 2019 | Q3 2023 | 9 |
NINE MASTS CAPITAL Ltd | 4 | 2 | 0.03% | 0.22% | 0.98% | Q4 2015 | Q3 2018 | 9 |
Allegis Investment Advisors, LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2015 | Q3 2017 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Full Value Advisors, LLC | 8 | 8 | 0.02% | 0.09% | 0.24% | Q4 2007 | Q3 2009 | 8 |
Freestone Capital Holdings, LLC | 8 | 8 | 0.02% | 0.12% | 0.21% | Q1 2017 | Q4 2018 | 8 |
GraniteShares Advisors LLC | 8 | 8 | 1.20% | 1.49% | 1.88% | Q4 2021 | Q3 2023 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Vident Investment Advisory, LLC | 8 | 8 | 0.12% | 0.24% | 0.41% | Q1 2017 | Q4 2018 | 8 |
TRUIST FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 8 |
HL FINANCIAL SERVICES LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 8 |
PANAGORA ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Evercore Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
SeaBridge Investment Advisors LLC | 5 | 3 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q4 2016 | 8 |
OTA Financial Group L.P. | 2 | 1 | 0.15% | 0.37% | 0.86% | Q3 2013 | Q2 2020 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2018 | 8 |
HHM Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.09% | 0.34% | 0.67% | Q1 2019 | Q4 2020 | 8 |
SFI Advisors, LLC | 8 | 8 | 0.12% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
OAKTREE CAPITAL MANAGEMENT LP | 6 | 2 | 0.06% | 0.19% | 0.36% | Q2 2020 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 8 |
RMB Capital Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2020 | 8 |
MinichMacGregor Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
EXANE DERIVATIVES | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Johnson Midwest Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Relative Value Partners, LLC | 8 | 8 | 0.05% | 0.40% | 1.28% | Q2 2013 | Q1 2015 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CIBC Private Wealth Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 7 |
Selective Wealth Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2022 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Kohlberg Kravis Roberts & Co. L.P. | 5 | 1 | 0.01% | 0.01% | 0.05% | Q4 2015 | Q1 2021 | 7 |
MUFG Americas Holdings Corp | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q2 2015 | 7 |
First City Capital Management, Inc. | 4 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 7 |
Ironsides Asset Advisors, LLC | 7 | 7 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Biltmore Capital Advisors LLC | 7 | 7 | 0.32% | 1.37% | 2.19% | Q1 2019 | Q3 2020 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.03% | 0.51% | 0.96% | Q1 2015 | Q3 2016 | 7 |
GEODE CAPITAL MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.19% | 0.28% | 0.37% | Q2 2013 | Q4 2014 | 7 |
MACKAY SHIELDS LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 7 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 7 |
Logan Stone Capital, LLC | 7 | 7 | 0.08% | 0.90% | 2.45% | Q4 2021 | Q2 2023 | 7 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Pekin Hardy Strauss, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q4 2019 | 7 |
Sutton Wealth Advisors Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
MML INVESTORS SERVICES, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Spire Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
JAMES INVESTMENT RESEARCH INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
WealthTrust Fairport, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Gainplan LLC | 3 | 3 | 0.05% | 0.08% | 0.11% | Q4 2016 | Q4 2019 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Baillie Gifford | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Matisse Capital | 5 | 1 | 0.06% | 0.24% | 0.63% | Q4 2015 | Q1 2021 | 6 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
SECURITY NATIONAL TRUST CO | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
BLAIR WILLIAM & CO/IL | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 6 |
Quantedge Capital Pte Ltd | 4 | 2 | 0.04% | 0.31% | 0.68% | Q4 2020 | Q4 2022 | 6 |
RIVERBRIDGE PARTNERS LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
DCF Advisers, LLC | 6 | 6 | 0.05% | 0.83% | 1.16% | Q2 2022 | Q3 2023 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.04% | 0.07% | 0.10% | Q3 2015 | Q3 2016 | 5 |
AQR Capital Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.09% | 0.21% | Q4 2020 | Q1 2023 | 5 |
Almitas Capital LLC | 2 | 1 | 0.09% | 0.67% | 1.31% | Q4 2018 | Q1 2023 | 5 |
Q Global Advisors, LLC | 5 | 5 | 0.43% | 0.65% | 0.96% | Q4 2018 | Q4 2019 | 5 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 5 |
BT Wealth Management LLC | 5 | 5 | 0.08% | 0.10% | 0.14% | Q4 2018 | Q4 2019 | 5 |
InterOcean Capital Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 5 |
Evanson Asset Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q4 2015 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2018 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Sheaff Brock Investment Advisors, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q4 2016 | 5 |
Kamunting Street Capital Management, L.P. | 5 | 5 | 0.94% | 4.25% | 7.14% | Q1 2014 | Q1 2015 | 5 |
BlueSpruce Investments, LP | 5 | 5 | 0.21% | 1.58% | 2.56% | Q4 2014 | Q4 2015 | 5 |
6 Meridian | 2 | 1 | 0.03% | 0.10% | 0.12% | Q3 2018 | Q4 2021 | 5 |
San Luis Wealth Advisors LLC | 5 | 5 | 0.06% | 0.19% | 0.34% | Q3 2021 | Q3 2022 | 5 |
Allen Investment Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2016 | 5 |
Independence Trust CO | 5 | 5 | 0.12% | 0.12% | 0.13% | Q3 2014 | Q3 2015 | 5 |
Valley Brook Capital Group, Inc. | 4 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2022 | 5 |
CTC Capital Management, LLC | 4 | 1 | 0.06% | 0.12% | 0.22% | Q4 2021 | Q1 2023 | 5 |
Burt Wealth Advisors | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 5 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.29% | 1.11% | Q2 2014 | Q4 2022 | 5 |
Cable Hill Partners, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2019 | 5 |
1919 Investment Counsel, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Black Swift Group, LLC | 3 | 2 | 0.01% | 0.29% | 0.85% | Q2 2017 | Q3 2019 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Risk Paradigm Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2016 | 5 |
Occidental Asset Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2022 | 4 |
MONROE BANK & TRUST/MI | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 4 |
FRONTIER INVESTMENT MGMT CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.09% | 0.20% | Q4 2014 | Q2 2022 | 4 |
Veritable, L.P. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
South Shore Capital Advisors | 4 | 4 | 0.22% | 0.22% | 0.24% | Q4 2021 | Q3 2022 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Kingsview Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q2 2022 | Q1 2023 | 4 |
Sigma Planning Corp | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 4 |
Cornerstone Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Elequin Capital, LP | 4 | 4 | 0.01% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Claybrook Capital, LLC | 4 | 4 | 0.14% | 0.33% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Foresight Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2016 | 4 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.02% | 0.08% | 0.14% | Q4 2014 | Q3 2022 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q4 2019 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
FLC Capital Advisors | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
NATIXIS | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Walleye Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Integrated Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
State of Tennessee, Treasury Department | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Roumell Asset Management, LLC | 4 | 4 | 3.94% | 5.07% | 6.81% | Q1 2016 | Q4 2016 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 1 | 0.13% | 0.54% | 1.47% | Q3 2013 | Q4 2014 | 4 |
Loveless Wealth Management LLC | 4 | 4 | 0.06% | 0.10% | 0.17% | Q4 2019 | Q3 2020 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BKA Wealth Consulting, Inc. | 3 | 3 | 0.48% | 0.67% | 1.06% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Adalta Capital Management LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
METEORA CAPITAL, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Financial Architects, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q2 2019 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
BRYN MAWR TRUST Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2022 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q4 2013 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.13% | 0.16% | 0.22% | Q3 2013 | Q1 2014 | 3 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 3 |
Altavista Wealth Management, Inc. | 3 | 3 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q4 2021 | 3 |
CTC Alternative Strategies, Ltd. | 2 | 1 | 0.09% | 0.31% | 0.70% | Q4 2014 | Q3 2023 | 3 |
FIRST NATIONAL BANK SIOUX FALLS | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Oakworth Capital, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
WESPAC Advisors, LLC | 2 | 1 | 0.14% | 0.15% | 0.16% | Q4 2013 | Q3 2014 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Eos Management, L.P. | 2 | 1 | 0.40% | 0.54% | 0.78% | Q2 2014 | Q4 2015 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Patten Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q2 2019 | 3 |
Dynasty Wealth Management, LLC | 3 | 3 | 0.09% | 0.16% | 0.23% | Q4 2017 | Q2 2018 | 3 |
J.W. COLE ADVISORS, INC. | 3 | 3 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q2 2020 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2014 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.12% | 0.12% | 0.13% | Q3 2021 | Q1 2022 | 3 |
Independent Wealth Network Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Lloyd Park, LLC | 2 | 1 | 0.11% | 0.20% | 0.27% | Q4 2021 | Q3 2022 | 3 |
BURNS J W & CO INC/NY | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Whitnell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2020 | Q1 2021 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2023 | 2 |
TECTONIC ADVISORS LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
XTX Topco Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2017 | Q2 2017 | 2 |
Waldron Private Wealth LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.14% | 0.19% | 0.23% | Q3 2020 | Q4 2020 | 2 |
Fort Warren Capital Management, LP | 2 | 2 | 0.76% | 0.77% | 0.79% | Q4 2015 | Q1 2016 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q3 2023 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.12% | 0.21% | Q1 2015 | Q2 2015 | 2 |
Aristides Capital LLC | 1 | 1 | 0.12% | 0.15% | 0.17% | Q4 2021 | Q4 2022 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q2 2023 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
LUMINUS MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2015 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q4 2013 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2016 | 2 |
Family Management Corp | 2 | 2 | 0.13% | 0.17% | 0.20% | Q3 2019 | Q4 2019 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q2 2016 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 2 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
OTA LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2014 | Q2 2014 | 1 |
Maryland Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Quarry LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
First Houston Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Platform Technology Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Athanor Capital, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Legacy Bridge, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Realta Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
THIRD AVENUE MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2014 | Q2 2014 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Cladis Investment Advisory, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
StoneX Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Share Andrew L. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
KENNEDY INVESTMENT GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own NUVEEN CR STRATEGIES INCM FD or have owned NUVEEN CR STRATEGIES INCM FD in the past.