Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CPWM, LLC | 42 | 1 | 0.01% | 0.05% | 0.16% | Q4 2011 | Q3 2022 | 43 |
CONNING INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 41 | 41 | 0.02% | 0.07% | 0.16% | Q3 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.10% | 0.23% | 0.52% | Q3 2013 | Q4 2023 | 41 |
Ledyard National Bank | 41 | 41 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q4 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 30 | 11 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
OARSMAN CAPITAL, INC. | 27 | 14 | 0.05% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 2 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
SHUFRO ROSE & CO LLC | 40 | 40 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 40 |
STALEY CAPITAL ADVISERS INC | 40 | 40 | 0.01% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Narwhal Capital Management | 40 | 40 | 0.01% | 0.44% | 0.96% | Q2 2013 | Q1 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Sandy Spring Bank | 31 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 40 |
BLB&B Advisors, LLC | 40 | 40 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
D.A. DAVIDSON & CO. | 36 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
BAR HARBOR TRUST SERVICES | 37 | 37 | 0.00% | 2.49% | 4.08% | Q2 2013 | Q2 2022 | 37 |
CITIGROUP INC | 25 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 36 | 36 | 0.06% | 0.19% | 0.37% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.00% | 0.13% | 0.46% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 24 | 4 | 0.03% | 0.82% | 28.02% | Q1 2014 | Q2 2023 | 36 |
First Horizon Advisors, Inc. | 36 | 36 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2022 | 36 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 18 | 4 | 0.03% | 0.07% | 0.12% | Q4 2013 | Q3 2023 | 35 |
Koshinski Asset Management, Inc. | 33 | 2 | 0.12% | 0.49% | 1.56% | Q4 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 7 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 35 |
Greenwich Wealth Management LLC | 35 | 35 | 0.03% | 0.11% | 0.54% | Q3 2013 | Q1 2022 | 35 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 35 | 35 | 0.12% | 0.44% | 0.69% | Q4 2013 | Q2 2022 | 35 |
Summit Financial Wealth Advisors, LLC | 34 | 34 | 0.14% | 0.56% | 1.20% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.13% | 0.25% | Q2 2015 | Q3 2023 | 34 |
Roundview Capital LLC | 33 | 33 | 0.02% | 0.11% | 0.31% | Q3 2015 | Q3 2023 | 33 |
DEUTSCHE BANK AG\ | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 33 |
Winfield Associates, Inc. | 17 | 16 | 0.00% | 0.14% | 0.36% | Q4 2013 | Q1 2022 | 33 |
CULLEN/FROST BANKERS, INC. | 32 | 32 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
GUGGENHEIM CAPITAL LLC | 27 | 4 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 31 |
Hanson & Doremus Investment Management | 16 | 2 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q2 2022 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2023 | 31 |
Cetera Investment Advisers | 22 | 9 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Stockman Wealth Management, Inc. | 30 | 30 | 0.05% | 1.74% | 3.56% | Q4 2014 | Q1 2022 | 30 |
Mathes Company, Inc. | 28 | 2 | 0.05% | 0.31% | 0.74% | Q1 2016 | Q3 2023 | 30 |
Mariner, LLC | 14 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 28 | 28 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q1 2020 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 17 | 9 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
Prospera Financial Services Inc | 20 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 26 |
WEDBUSH SECURITIES INC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 15 | 11 | 0.00% | 0.04% | 0.13% | Q1 2016 | Q4 2023 | 26 |
COHEN & STEERS, INC. | 18 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
KING LUTHER CAPITAL MANAGEMENT CORP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 26 |
Stevens First Principles Investment Advisors | 25 | 25 | 0.85% | 1.82% | 3.34% | Q2 2013 | Q2 2019 | 25 |
KEYBANK NATIONAL ASSOCIATION/OH | 21 | 4 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2021 | 25 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q4 2021 | 25 |
High Falls Advisors, Inc | 25 | 25 | 0.00% | 0.06% | 0.18% | Q4 2015 | Q4 2021 | 25 |
Ballew Advisors, Inc | 24 | 24 | 0.27% | 0.89% | 1.23% | Q4 2017 | Q3 2023 | 24 |
Cottage Street Advisors LLC | 22 | 2 | 0.00% | 0.57% | 2.04% | Q1 2016 | Q1 2022 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.03% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Mercer Capital Advisers, Inc. | 24 | 24 | 0.03% | 0.07% | 0.14% | Q4 2014 | Q3 2020 | 24 |
Hilltop Holdings Inc. | 23 | 1 | 0.05% | 0.09% | 0.15% | Q3 2013 | Q3 2023 | 24 |
Johnson Financial Group, Inc. | 14 | 10 | 0.06% | 0.72% | 1.37% | Q2 2016 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Oakworth Capital, Inc. | 24 | 24 | 0.03% | 0.06% | 0.11% | Q4 2013 | Q3 2019 | 24 |
Chicago Partners Investment Group LLC | 23 | 23 | 0.00% | 0.35% | 0.83% | Q1 2018 | Q3 2023 | 23 |
Advisors Asset Management, Inc. | 17 | 6 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 23 |
Aries Wealth Management | 17 | 6 | 0.10% | 0.22% | 0.36% | Q4 2017 | Q3 2023 | 23 |
Rehmann Capital Advisory Group | 22 | 22 | 0.03% | 0.08% | 0.21% | Q4 2008 | Q1 2014 | 22 |
Tortoise Investment Management, LLC | 14 | 8 | 0.00% | 0.75% | 1.56% | Q1 2018 | Q3 2023 | 22 |
First PREMIER Bank | 22 | 22 | 0.01% | 0.05% | 0.15% | Q3 2016 | Q4 2021 | 22 |
Brown Advisory Securities, LLC | 21 | 1 | 0.02% | 0.06% | 0.10% | Q3 2013 | Q2 2022 | 22 |
Mascoma Wealth Management LLC | 12 | 10 | 0.06% | 0.18% | 0.46% | Q2 2017 | Q3 2023 | 22 |
TRUIST FINANCIAL CORP | 16 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
SMITH, MOORE & CO. | 22 | 22 | 0.04% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 22 |
NVWM, LLC | 20 | 2 | 0.01% | 0.12% | 0.29% | Q4 2017 | Q3 2023 | 22 |
PETTYJOHN, WOOD & WHITE, INC | 19 | 3 | 0.14% | 0.40% | 1.46% | Q2 2013 | Q2 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Relative Value Partners Group, LLC | 12 | 2 | 0.05% | 0.69% | 2.37% | Q2 2015 | Q4 2022 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 21 |
Financial Advocates Investment Management | 21 | 21 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 21 |
OLD NATIONAL BANCORP /IN/ | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Invesco Ltd. | 12 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 20 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 20 |
Financial Enhancement Group LLC | 14 | 3 | 0.00% | 0.39% | 0.71% | Q2 2015 | Q2 2021 | 20 |
Vigilant Capital Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 20 |
Private Wealth Partners, LLC | 19 | 19 | 0.00% | 0.36% | 0.77% | Q1 2019 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.20% | 0.40% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Ancora Advisors LLC | 14 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 20 |
Lantz Financial LLC | 19 | 19 | 0.08% | 0.19% | 0.28% | Q1 2019 | Q3 2023 | 19 |
ROMAN BUTLER FULLERTON & CO | 18 | 1 | 0.16% | 0.23% | 0.37% | Q4 2018 | Q3 2023 | 19 |
Dynamic Advisor Solutions LLC | 12 | 7 | 0.01% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 19 |
Beacon Capital Management, Inc. | 12 | 7 | 0.00% | 0.42% | 7.70% | Q4 2013 | Q4 2022 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 19 | 19 | 0.03% | 2.70% | 22.10% | Q3 2006 | Q1 2011 | 19 |
Global Retirement Partners, LLC | 17 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 19 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 19 |
Hudock, Inc. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
IBEX WEALTH ADVISORS | 16 | 1 | 0.01% | 0.34% | 0.54% | Q4 2016 | Q4 2022 | 18 |
V Wealth Advisors LLC | 11 | 7 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q2 2023 | 18 |
Good Life Advisors, LLC | 18 | 18 | 0.04% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2018 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2017 | 18 |
Realta Investment Advisors | 11 | 7 | 0.03% | 0.13% | 0.48% | Q1 2019 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 18 | 18 | 0.16% | 0.25% | 0.32% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Sowell Financial Services LLC | 8 | 1 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q1 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
SYNOVUS FINANCIAL CORP | 10 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2020 | 17 |
BFSG, LLC | 17 | 17 | 0.14% | 0.75% | 1.27% | Q3 2019 | Q3 2023 | 17 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.01% | 0.07% | 0.21% | Q4 2013 | Q4 2022 | 17 |
TIAA, FSB | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 17 |
BANK OF MONTREAL /CAN/ | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 17 |
&PARTNERS | 17 | 17 | 0.04% | 0.24% | 0.56% | Q3 2019 | Q3 2023 | 17 |
Penbrook Management LLC | 17 | 17 | 0.12% | 0.20% | 0.33% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Wolff Financial Management LLC | 10 | 1 | 0.10% | 0.59% | 0.90% | Q4 2018 | Q3 2023 | 17 |
D L CARLSON INVESTMENT GROUP INC | 15 | 2 | 0.07% | 0.41% | 0.72% | Q2 2013 | Q3 2023 | 17 |
Disciplined Investments, LLC | 16 | 16 | 0.17% | 0.31% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 11 | 5 | 0.00% | 0.04% | 0.16% | Q4 2017 | Q3 2023 | 16 |
M&T BANK CORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 16 |
Almanack Investment Partners, LLC. | 16 | 16 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q2 2022 | 16 |
COMMERCE BANK | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q4 2016 | 16 |
VICUS CAPITAL | 12 | 4 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 16 |
Bank of New York Mellon Corp | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
GREAT LAKES ADVISORS, LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2018 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 16 |
SeaCrest Wealth Management, LLC | 9 | 6 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
SECURITY NATIONAL TRUST CO | 15 | 15 | 0.05% | 0.11% | 0.20% | Q2 2013 | Q4 2016 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.01% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 15 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.76% | 2.17% | Q2 2013 | Q3 2023 | 15 |
PINNACLE ASSOCIATES LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
1834 INVESTMENT ADVISORS CO | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 15 |
Marble Harbor Investment Counsel, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Concert Wealth Management Inc. | 14 | 1 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 15 |
Cetera Advisors LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 15 | 15 | 0.03% | 0.13% | 1.01% | Q3 2017 | Q1 2021 | 15 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 15 | 15 | 0.01% | 0.04% | 0.46% | Q4 2015 | Q2 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Arete Wealth Advisors, LLC | 11 | 4 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2022 | 15 |
Stokes & Hubbell Capital Management, LLC | 15 | 15 | 0.02% | 0.04% | 0.07% | Q3 2015 | Q1 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
1607 Capital Partners, LLC | 8 | 2 | 0.00% | 0.96% | 1.97% | Q3 2018 | Q3 2023 | 15 |
Jacobi Capital Management LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 15 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 14 | 14 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q2 2021 | 14 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2022 | 14 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 14 |
Alexandria Capital, LLC | 8 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 14 |
FMR LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 14 |
Paragon Capital Management Ltd | 12 | 2 | 0.05% | 0.46% | 0.94% | Q2 2013 | Q4 2017 | 14 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 8 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 14 |
Transamerica Financial Advisors, Inc. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 14 |
Western Wealth Management, LLC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 10 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q1 2023 | 14 |
Congress Park Capital LLC | 14 | 14 | 0.06% | 0.45% | 0.76% | Q2 2020 | Q3 2023 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.13% | 0.17% | 0.23% | Q4 2013 | Q4 2017 | 14 |
SIGNATUREFD, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 14 |
Centric Wealth Management | 14 | 14 | 0.06% | 0.13% | 0.19% | Q4 2018 | Q1 2022 | 14 |
SHEPHERD KAPLAN KROCHUK, LLC | 10 | 3 | 0.26% | 0.37% | 0.52% | Q2 2020 | Q3 2023 | 13 |
Covington Capital Management | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Horizon Kinetics | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q4 2017 | 13 |
Partnervest Advisory Services LLC | 8 | 5 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2020 | 13 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
RDA Financial Network | 13 | 13 | 0.12% | 0.18% | 0.26% | Q1 2019 | Q1 2022 | 13 |
ROPES WEALTH ADVISORS LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2018 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q2 2016 | 13 |
HOWARD WEALTH MANAGEMENT, LLC | 12 | 1 | 0.02% | 0.73% | 1.66% | Q4 2019 | Q1 2023 | 13 |
TCI Wealth Advisors, Inc. | 9 | 4 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2021 | 13 |
Plante Moran Financial Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 13 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q3 2015 | 12 |
Occidental Asset Management, LLC | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Constitution Capital LLC | 12 | 12 | 0.08% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Graves Light Lenhart Wealth, Inc. | 7 | 5 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2022 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.03% | 0.09% | 0.16% | Q1 2019 | Q4 2021 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.01% | 0.05% | Q3 2015 | Q3 2018 | 12 |
Swaine & Leidel Wealth Services, LLC | 10 | 1 | 0.21% | 0.30% | 0.45% | Q4 2018 | Q1 2022 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 0.11% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Citizens National Bank Trust Department | 12 | 12 | 0.42% | 0.54% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.06% | 0.14% | 0.27% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.06% | 0.10% | 0.15% | Q1 2020 | Q4 2022 | 12 |
FIDUCIARY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Formidable Asset Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 11 |
NATIONAL PLANNING CORP | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 11 |
WINTRUST INVESTMENTS LLC | 11 | 11 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q2 2021 | 11 |
West Oak Capital, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2020 | 11 |
Sterling Investment Advisors, Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 11 |
MARINER INVESTMENT GROUP LLC | 5 | 1 | 0.10% | 1.71% | 4.24% | Q4 2013 | Q4 2022 | 11 |
OPPENHEIMER & CO INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 11 |
Kingsview Wealth Management, LLC | 9 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 11 |
NewEdge Advisors, LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 11 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 10 |
Richard C. Young & CO., LTD. | 10 | 10 | 0.36% | 0.69% | 0.83% | Q3 2013 | Q4 2015 | 10 |
Carmichael Hill & Associates, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 10 | 10 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2023 | 10 |
Glenview Trust Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Selective Wealth Management, Inc. | 9 | 1 | 0.03% | 0.14% | 0.91% | Q3 2018 | Q3 2021 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q1 2017 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2021 | 10 |
MILLIE CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.24% | 0.53% | 0.63% | Q4 2014 | Q1 2017 | 10 |
Endurance Wealth Management, Inc. | 9 | 1 | 0.00% | 0.05% | 0.06% | Q3 2019 | Q3 2022 | 10 |
REGIONS FINANCIAL CORP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 10 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q2 2023 | 10 |
Veritable, L.P. | 10 | 10 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2020 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
Stokes Family Office, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2019 | 9 |
Snowden Capital Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 9 |
Inscription Capital, LLC | 9 | 9 | 0.14% | 0.20% | 0.26% | Q4 2018 | Q4 2020 | 9 |
Busey Bank | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HOWLAND CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2017 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2019 | 9 |
Sequoia Financial Advisors, LLC | 9 | 9 | 0.15% | 0.42% | 0.51% | Q4 2013 | Q4 2015 | 9 |
PFG Advisors | 9 | 9 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q2 2023 | 9 |
WASHINGTON TRUST BANK | 7 | 2 | 0.01% | 0.03% | 0.09% | Q1 2014 | Q1 2019 | 9 |
HERITAGE INVESTORS MANAGEMENT CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Prime Capital Investment Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
WealthPLAN Partners, LLC | 4 | 1 | 0.02% | 0.37% | 0.85% | Q1 2015 | Q4 2017 | 9 |
Annapolis Financial Services, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 9 |
FIRST FOUNDATION ADVISORS | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 9 |
Widmann Financial Services, Inc. | 8 | 8 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 8 |
First Command Bank | 6 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2023 | 8 |
Relative Value Partners, LLC | 8 | 8 | 0.04% | 0.19% | 0.54% | Q2 2013 | Q1 2015 | 8 |
Argent Trust Co | 8 | 8 | 0.01% | 0.05% | 0.07% | Q4 2018 | Q3 2020 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.23% | 0.31% | 0.46% | Q2 2013 | Q1 2015 | 8 |
Annex Advisory Services, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 8 |
Family Management Corp | 7 | 1 | 0.08% | 0.14% | 0.17% | Q1 2017 | Q2 2020 | 8 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 8 |
WFG Advisors, LP | 5 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 8 |
First Command Financial Services, Inc. | 6 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q2 2023 | 8 |
Wellington Shields Capital Management, LLC | 7 | 1 | 0.05% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q3 2021 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2017 | 8 |
Patten Group, Inc. | 8 | 8 | 0.06% | 0.15% | 0.23% | Q4 2019 | Q3 2021 | 8 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 8 |
Derbend Asset Management | 8 | 8 | 0.13% | 1.56% | 4.06% | Q2 2021 | Q1 2023 | 8 |
ELEMENT POINTE ADVISORS, LLC | 8 | 8 | 0.15% | 0.19% | 0.20% | Q4 2018 | Q3 2020 | 8 |
Financial Management Professionals, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.21% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 8 |
MADDEN SECURITIES Corp | 8 | 8 | 0.04% | 0.11% | 0.18% | Q1 2021 | Q4 2022 | 8 |
Greenwich Investment Management, Inc. | 8 | 8 | 0.47% | 0.69% | 1.25% | Q3 2017 | Q2 2019 | 8 |
Gould Capital, LLC | 8 | 8 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Parallel Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 5 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 8 |
Kelman-Lazarov, Inc. | 8 | 8 | 0.05% | 0.16% | 0.23% | Q4 2016 | Q3 2018 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 1 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 8 |
Investors Research Corp | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Brand Asset Management Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Granby Capital Management, LLC | 6 | 1 | 1.96% | 5.32% | 7.13% | Q4 2020 | Q3 2023 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.04% | 0.18% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Melone Private Wealth, LLC | 7 | 7 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Second Half Financial Partners, LLC | 7 | 7 | 0.06% | 0.19% | 0.31% | Q1 2022 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q1 2023 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Venture Visionary Partners LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Transform Wealth, LLC | 5 | 2 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2018 | 7 |
Camelot Portfolios, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 7 |
BB&T SECURITIES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 7 |
HM PAYSON & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2018 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 7 |
Cornerstone Financial Partners, LLC | 5 | 2 | 0.08% | 0.12% | 0.17% | Q1 2016 | Q4 2017 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
STEPHENS INC /AR/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 7 |
Frisch Financial Group, Inc. | 7 | 7 | 2.02% | 2.38% | 2.63% | Q1 2021 | Q3 2022 | 7 |
BlackRock Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
RFG Advisory, LLC | 5 | 2 | 0.01% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 7 |
INTEGRATED WEALTH COUNSEL, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2016 | 7 |
20/20 Capital Management, Inc. | 6 | 6 | 0.07% | 0.12% | 0.18% | Q1 2020 | Q2 2021 | 6 |
TIEDEMANN ADVISORS, LLC | 6 | 6 | 0.20% | 0.27% | 0.32% | Q2 2022 | Q3 2023 | 6 |
COMERICA BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CWH Capital Management, Inc. | 3 | 3 | 0.08% | 0.10% | 0.12% | Q3 2015 | Q1 2017 | 6 |
Freedom Day Solutions, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2021 | 6 |
BARCLAYS PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
Moloney Securities Asset Management, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 6 |
MUFG Americas Holdings Corp | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q3 2013 | 6 |
Argentus Capital Management, LLC | 6 | 6 | 0.04% | 0.20% | 0.28% | Q2 2013 | Q3 2014 | 6 |
Brightworth | 6 | 6 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q1 2018 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Platform Technology Partners | 5 | 1 | 0.08% | 0.18% | 0.28% | Q4 2019 | Q2 2021 | 6 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 3 | 3 | 0.03% | 0.08% | 0.13% | Q4 2016 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.05% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
MJP ASSOCIATES INC /ADV | 6 | 6 | 0.03% | 0.08% | 0.12% | Q4 2020 | Q1 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.06% | 0.08% | 0.12% | Q2 2018 | Q3 2019 | 6 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.15% | 0.57% | 1.47% | Q3 2014 | Q2 2017 | 6 |
KEATING INVESTMENT COUNSELORS INC | 6 | 6 | 0.14% | 0.15% | 0.16% | Q3 2018 | Q4 2019 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 2 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2022 | 6 |
ACCESS FINANCIAL SERVICES, INC. | 6 | 6 | 0.46% | 0.64% | 0.95% | Q2 2022 | Q3 2023 | 6 |
Filbrandt Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
TrueWealth Advisors, LLC | 6 | 6 | 0.06% | 0.11% | 0.13% | Q1 2021 | Q2 2022 | 6 |
BAR HARBOR WEALTH MANAGEMENT | 6 | 6 | 0.53% | 0.62% | 0.67% | Q2 2022 | Q3 2023 | 6 |
TIAA CREF TRUST CO FSB/MO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q1 2022 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2018 | 5 |
BOENNING & SCATTERGOOD, INC. | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q4 2022 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 5 |
B. Riley Financial, Inc. | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2015 | Q4 2016 | 5 |
Institute for Wealth Management, LLC. | 3 | 2 | 0.03% | 0.04% | 0.08% | Q2 2017 | Q2 2019 | 5 |
Essential Planning, LLC. | 5 | 5 | 0.10% | 1.09% | 4.46% | Q3 2022 | Q3 2023 | 5 |
HoyleCohen, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 5 |
Ranger International Management, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Radnor Capital Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 5 |
Ackerman Capital Advisors, LLC | 2 | 1 | 0.13% | 0.26% | 0.45% | Q2 2017 | Q4 2021 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2022 | 5 |
WEATHERLY ASSET MANAGEMENT L. P. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Newman & Schimel, LLC | 5 | 5 | 0.09% | 0.13% | 0.21% | Q4 2020 | Q4 2021 | 5 |
FARMERS TRUST CO | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2022 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Dakota Wealth Management | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Evanson Asset Management, LLC | 5 | 5 | 0.19% | 0.20% | 0.21% | Q4 2014 | Q4 2015 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 5 |
Seelaus Asset Management LLC | 5 | 5 | 0.08% | 0.13% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Beacon Pointe Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Ethos Financial Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Peak Capital Management LLC | 3 | 1 | 0.12% | 0.15% | 0.17% | Q2 2017 | Q2 2018 | 4 |
Mariner Wealth Advisors-Cincinnati, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
UNITED BANK, INC. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2014 | Q1 2016 | 4 |
CWA Asset Management Group, LLC | 4 | 4 | 0.02% | 0.09% | 0.12% | Q4 2018 | Q3 2019 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
IVC Wealth Advisors LLC | 2 | 2 | 0.07% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
FIRST INTERSTATE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Watson Rebecca | 4 | 4 | 0.16% | 0.17% | 0.20% | Q4 2019 | Q3 2020 | 4 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2017 | Q3 2018 | 4 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q4 2022 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
OTA Financial Group L.P. | 1 | 1 | 0.21% | 0.31% | 0.47% | Q2 2013 | Q4 2021 | 4 |
Regal Investment Advisors LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q4 2020 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 4 |
RMB Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2017 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
NatWest Group plc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.01% | 0.09% | 0.26% | Q4 2016 | Q3 2018 | 4 |
Smith & Howard Wealth Management, LLC | 3 | 1 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q1 2016 | 4 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 4 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.05% | 0.08% | 0.12% | Q4 2019 | Q3 2021 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 4 |
SEGALL BRYANT & HAMILL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 4 |
KEELEY ASSET MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
GoalFusion Wealth Management, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q4 2022 | 4 |
WISCONSIN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.38% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Verus Financial Partners, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.13% | 0.25% | Q4 2013 | Q4 2022 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Windsor Wealth Management, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q4 2020 | 4 |
Keeley-Teton Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
tru Independence LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Parsec Financial Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Meixler Investment Management, Ltd. | 3 | 3 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q2 2022 | 3 |
NBT BANK N A /NY | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
Paragon Capital Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 3 |
NAPLES GLOBAL ADVISORS, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.06% | 0.10% | Q1 2020 | Q4 2022 | 3 |
CENTRAL BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2020 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NWAM LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2012 | Q4 2012 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 3 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 3 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.04% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Bremer Bank National Association | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.39% | 0.40% | 0.41% | Q2 2020 | Q4 2020 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Bramshill Investments, LLC | 3 | 3 | 0.22% | 0.31% | 0.46% | Q3 2020 | Q1 2021 | 3 |
GIRARD SECURITIES, INC. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2016 | Q2 2017 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.01% | 0.17% | 0.49% | Q1 2022 | Q3 2022 | 3 |
Frontier Wealth Management LLC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q4 2014 | Q2 2022 | 3 |
Lloyd Park, LLC | 2 | 1 | 0.38% | 0.58% | 0.72% | Q4 2021 | Q3 2022 | 3 |
BRYN MAWR TRUST Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q2 2014 | 3 |
NEWGATE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.33% | 0.76% | 1.02% | Q3 2014 | Q1 2016 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q2 2017 | 3 |
SII INVESTMENTS INC/WI | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Cresta Advisors, Ltd. | 3 | 3 | 0.94% | 0.98% | 1.01% | Q1 2023 | Q3 2023 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 3 |
Integrated Investment Consultants, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 3 |
CHEMICAL BANK | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q1 2017 | 3 |
Breakwater Capital Group | 3 | 3 | 0.06% | 0.17% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 3 |
Allspring Global Investments Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ADELL HARRIMAN & CARPENTER INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2018 | Q4 2018 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Private Capital Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
FineMark National Bank & Trust | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2018 | Q3 2018 | 3 |
Bell Bank | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2016 | Q2 2016 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
TruWealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lattice Strategies LLC | 2 | 2 | 0.42% | 0.60% | 0.78% | Q2 2013 | Q3 2013 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2018 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2015 | Q1 2016 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Allen Investment Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
AMG National Trust Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2013 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Glassman Wealth Services | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.10% | 0.16% | 0.22% | Q2 2013 | Q4 2013 | 2 |
NOVARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
MONROE BANK & TRUST/MI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 2 |
VALLEY NATIONAL BANCORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Round Table Services, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2014 | Q2 2014 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
Integrated Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
XML Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
MANAGED ACCOUNT SERVICES INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 2 |
TRUST CO OF OKLAHOMA | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
USCA RIA LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2015 | Q4 2015 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
IBERIABANK CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Loveless Wealth Management LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Sabal Trust CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Hills Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Viewpoint Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
6 Meridian | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Advisor OS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Maryland Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
XTX Topco Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Providence First Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Caprock Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2016 | Q2 2016 | 1 |
PFG Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
CHOREO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Cleary Gull Holdings Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2016 | Q1 2016 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
WADE G W & INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FIRST MERCHANTS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Csenge Advisory Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
OTA LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2014 | Q2 2014 | 1 |
External links
This page lists all the filers that currently own NUVEEN MUN VALUE FD INC or have owned NUVEEN MUN VALUE FD INC in the past.