Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.02% | 0.21% | 0.65% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 33 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.06% | 0.22% | Q4 2013 | Q3 2023 | 40 |
Focused Wealth Management, Inc | 39 | 39 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Cetera Advisor Networks LLC | 22 | 16 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 38 |
GUGGENHEIM CAPITAL LLC | 23 | 14 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 37 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 29 | 7 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Creative Planning | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
CITIGROUP INC | 34 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 35 |
SCOTIA CAPITAL INC. | 21 | 14 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 35 |
US BANCORP \DE\ | 30 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
HOWLAND CAPITAL MANAGEMENT LLC | 31 | 1 | 0.01% | 0.40% | 1.39% | Q1 2015 | Q1 2023 | 32 |
HighTower Advisors, LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
DAVENPORT & Co LLC | 32 | 32 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
ProVise Management Group, LLC | 32 | 32 | 0.09% | 0.20% | 0.32% | Q1 2014 | Q4 2021 | 32 |
SYNOVUS FINANCIAL CORP | 31 | 31 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2022 | 31 |
Bank of New York Mellon Corp | 29 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 30 |
OPPENHEIMER & CO INC | 20 | 10 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 29 |
NEXT Financial Group, Inc | 15 | 14 | 0.01% | 0.25% | 1.02% | Q3 2014 | Q4 2021 | 29 |
Geneos Wealth Management Inc. | 23 | 6 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
Invesco Ltd. | 18 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 28 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
First Allied Advisory Services, Inc. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
B. Riley Wealth Advisors, Inc. | 18 | 1 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2019 | 26 |
Steward Partners Investment Advisory, LLC | 19 | 7 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.01% | 0.06% | 0.13% | Q3 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 17 | 1 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 24 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Merit Financial Group, LLC | 24 | 24 | 0.05% | 0.23% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Financial Management Professionals, Inc. | 23 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 24 |
North Star Investment Management Corp. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 24 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.14% | 0.25% | 0.35% | Q2 2013 | Q4 2018 | 23 |
Cetera Investment Advisers | 22 | 1 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q3 2023 | 23 |
Icon Wealth Partners, LLC | 19 | 3 | 0.09% | 0.46% | 1.02% | Q4 2017 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.04% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 22 |
Smithfield Trust Co | 22 | 22 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2021 | 22 |
Parisi Gray Wealth Management | 11 | 11 | 0.04% | 1.09% | 1.81% | Q1 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.44% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 21 |
NORTHERN TRUST CORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 21 |
Capital Investment Advisors, LLC | 14 | 7 | 0.01% | 0.13% | 0.28% | Q4 2013 | Q4 2023 | 21 |
Community Bank, N.A. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 20 |
Edge Wealth Management LLC | 17 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 20 |
Sigma Planning Corp | 20 | 20 | 0.05% | 0.10% | 0.19% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.03% | 0.12% | 0.52% | Q1 2019 | Q3 2023 | 19 |
Penserra Capital Management LLC | 11 | 8 | 0.00% | 0.16% | 0.57% | Q4 2015 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.10% | 0.19% | 0.37% | Q4 2018 | Q3 2023 | 19 |
Wealthstar Advisors, LLC | 10 | 9 | 0.38% | 0.68% | 0.90% | Q1 2018 | Q3 2023 | 19 |
BARCLAYS PLC | 13 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 19 |
LINCOLN NATIONAL CORP | 19 | 19 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.02% | 0.11% | 0.23% | Q1 2019 | Q3 2023 | 19 |
MEANS INVESTMENT CO., INC. | 11 | 7 | 0.07% | 0.94% | 1.81% | Q4 2018 | Q3 2023 | 18 |
AUA CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2017 | 18 |
Bogart Wealth, LLC | 10 | 8 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 18 |
BESSEMER GROUP INC | 16 | 1 | 0.00% | 0.07% | 0.17% | Q4 2013 | Q4 2022 | 18 |
Regal Investment Advisors LLC | 7 | 1 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 17 |
Lido Advisors, LLC | 17 | 17 | 0.01% | 0.05% | 0.10% | Q1 2016 | Q1 2020 | 17 |
Baldwin Investment Management, LLC | 17 | 17 | 0.04% | 0.09% | 0.13% | Q2 2018 | Q2 2022 | 17 |
Belpointe Asset Management LLC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 17 |
Advisors Asset Management, Inc. | 12 | 5 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q2 2021 | 17 |
Good Life Advisors, LLC | 10 | 7 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 1.43% | 3.22% | 6.98% | Q4 2018 | Q4 2023 | 17 |
First Horizon Advisors, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2019 | 17 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q3 2023 | 17 |
Baird Financial Group, Inc. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 16 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.10% | 1.38% | 4.00% | Q2 2013 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Mirador Capital Partners LP | 16 | 16 | 0.09% | 0.20% | 0.37% | Q3 2019 | Q2 2023 | 16 |
COMERICA BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Hilton Capital Management, LLC | 6 | 1 | 0.01% | 1.86% | 5.31% | Q2 2013 | Q3 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Summit X, LLC | 8 | 1 | 0.10% | 0.40% | 2.91% | Q2 2017 | Q3 2023 | 15 |
United Asset Strategies, Inc. | 14 | 1 | 0.07% | 0.11% | 0.16% | Q1 2014 | Q4 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Aviance Capital Partners, LLC | 8 | 7 | 0.06% | 0.32% | 0.46% | Q2 2018 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2016 | 15 |
FNY Investment Advisers, LLC | 7 | 2 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 14 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 15 |
WEDBUSH SECURITIES INC | 12 | 2 | 0.01% | 0.07% | 0.11% | Q3 2013 | Q3 2023 | 14 |
BCS Wealth Management | 12 | 2 | 0.10% | 0.14% | 0.19% | Q1 2020 | Q3 2023 | 14 |
Beta Wealth Group, Inc. | 12 | 2 | 0.73% | 1.38% | 4.25% | Q4 2013 | Q3 2023 | 14 |
PENN MUTUAL LIFE INSURANCE CO | 14 | 14 | 1.78% | 4.72% | 7.10% | Q4 2014 | Q1 2018 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.26% | 0.47% | 0.80% | Q4 2019 | Q1 2023 | 14 |
Wagner Wealth Management, LLC | 11 | 3 | 0.08% | 2.05% | 6.29% | Q4 2017 | Q3 2023 | 14 |
Apriem Advisors | 14 | 14 | 0.02% | 0.62% | 1.45% | Q4 2013 | Q1 2017 | 14 |
SIT INVESTMENT ASSOCIATES INC | 6 | 1 | 0.02% | 0.22% | 0.46% | Q2 2013 | Q1 2020 | 13 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2023 | 13 |
Chicago Partners Investment Group LLC | 7 | 6 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 13 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 4 | 0.32% | 1.28% | 2.41% | Q2 2013 | Q3 2022 | 13 |
Litman Gregory Wealth Management LLC | 10 | 3 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q2 2022 | 13 |
MONETARY MANAGEMENT GROUP INC | 12 | 1 | 0.02% | 0.03% | 0.09% | Q2 2013 | Q3 2016 | 13 |
Claraphi Advisory Network, LLC | 10 | 3 | 0.07% | 0.21% | 0.29% | Q4 2017 | Q2 2022 | 13 |
Summit Financial Wealth Advisors, LLC | 13 | 13 | 0.08% | 0.16% | 0.32% | Q2 2015 | Q2 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
Wealthcare Advisory Partners LLC | 12 | 12 | 0.01% | 0.20% | 0.26% | Q4 2018 | Q3 2021 | 12 |
Koshinski Asset Management, Inc. | 10 | 2 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 12 |
WEBSTER BANK, N. A. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Claybrook Capital, LLC | 8 | 4 | 0.01% | 0.28% | 0.46% | Q4 2017 | Q3 2023 | 12 |
Kovack Advisors, Inc. | 8 | 1 | 0.04% | 0.07% | 0.22% | Q2 2017 | Q3 2023 | 12 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 12 |
Tennessee Valley Asset Management Partners | 12 | 12 | 0.32% | 0.48% | 0.62% | Q4 2020 | Q3 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.00% | 0.07% | 0.16% | Q1 2019 | Q4 2021 | 12 |
MRA Advisory Group | 12 | 12 | 0.42% | 0.49% | 0.63% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 7 | 2 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Secrest Blakey & Associates, LLC | 12 | 12 | 1.12% | 3.40% | 8.00% | Q4 2017 | Q3 2020 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 12 |
Johnson Financial Group, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.10% | 0.19% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Kaizen Financial Strategies | 9 | 2 | 0.35% | 0.83% | 1.16% | Q4 2020 | Q3 2023 | 11 |
Seascape Capital Management | 11 | 11 | 1.94% | 3.46% | 5.65% | Q4 2019 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.08% | 0.14% | 0.19% | Q1 2019 | Q1 2022 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Nan Shan Life Insurance Co., Ltd. | 11 | 11 | 0.32% | 1.04% | 1.61% | Q4 2016 | Q2 2019 | 11 |
Belmont Global Advisors, Inc. | 11 | 11 | 0.62% | 1.30% | 2.22% | Q1 2014 | Q3 2016 | 11 |
Cornerstone Wealth Management, LLC | 5 | 1 | 0.04% | 0.11% | 0.24% | Q3 2017 | Q2 2021 | 11 |
Riverstone Advisors, LLC | 11 | 11 | 1.26% | 2.30% | 3.27% | Q4 2018 | Q2 2021 | 11 |
SPRENG CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.12% | 0.22% | 0.32% | Q4 2019 | Q1 2022 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
EATON VANCE MANAGEMENT | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 10 |
Brookstone Capital Management | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2023 | 10 |
CREDIT SUISSE AG/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 8 | 1 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 9 |
NewEdge Advisors, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 6 | 3 | 0.00% | 0.10% | 0.16% | Q1 2014 | Q2 2022 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Sharkey, Howes & Javer | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
COUNTRY TRUST BANK | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 9 | 9 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q3 2021 | 9 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.03% | 0.11% | 0.27% | Q4 2018 | Q1 2021 | 9 |
Secure Asset Management, LLC | 8 | 1 | 0.26% | 0.80% | 1.38% | Q4 2019 | Q1 2022 | 9 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Corient Capital Partners, LLC | 9 | 9 | 0.04% | 0.05% | 0.08% | Q3 2016 | Q3 2018 | 9 |
Investors Capital Advisory Services | 8 | 8 | 0.07% | 0.12% | 0.22% | Q3 2014 | Q2 2016 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.12% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 8 |
AlphaMark Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.07% | 0.28% | Q4 2018 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Sunbelt Securities, Inc. | 3 | 2 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 8 |
Dorsey & Whitney Trust CO LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 3 | 0.06% | 0.08% | 0.12% | Q3 2019 | Q3 2021 | 8 |
All Season Financial Advisors, Inc. | 8 | 8 | 0.27% | 0.48% | 0.64% | Q4 2021 | Q3 2023 | 8 |
PINNACLE FINANCIAL PARTNERS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ACT Advisors, LLC. | 8 | 8 | 0.73% | 0.89% | 0.97% | Q4 2021 | Q3 2023 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Flagship Private Wealth, LLC | 8 | 8 | 0.65% | 0.79% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Stanford Investment Group, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.16% | 0.24% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Paragon Advisors, LLC | 8 | 8 | 0.21% | 1.14% | 4.28% | Q1 2020 | Q4 2021 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TRANSCEND CAPITAL ADVISORS, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
AllSquare Wealth Management LLC | 8 | 8 | 0.10% | 0.16% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Advisory, LLC | 8 | 8 | 1.72% | 2.23% | 2.74% | Q4 2021 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2020 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Magnus Financial Group LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Equitable Holdings, Inc. | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 8 | 8 | 0.06% | 0.46% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Vestmark Advisory Solutions, Inc. | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 8 |
Anfield Capital Management, LLC | 8 | 8 | 0.42% | 0.94% | 1.11% | Q4 2021 | Q3 2023 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 8 |
ALLIANCEBERNSTEIN L.P. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Beacon Pointe Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.05% | 0.12% | Q4 2017 | Q3 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.24% | 0.29% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Independent Portfolio Consultants, Inc. | 8 | 8 | 0.02% | 0.21% | 0.33% | Q2 2014 | Q1 2016 | 8 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.05% | 0.21% | Q2 2014 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Sage Capital Advisors,llc | 8 | 8 | 0.19% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
55I, LLC | 8 | 8 | 0.06% | 0.18% | 0.36% | Q4 2018 | Q3 2020 | 8 |
Westside Investment Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
E&G Advisors, LP | 8 | 8 | 0.33% | 0.36% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Venture Visionary Partners LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Jacobus Wealth Management, Inc. | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q3 2015 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 1 | 0.08% | 0.41% | 0.65% | Q2 2018 | Q3 2023 | 8 |
RAYMOND JAMES TRUST N.A. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Visionary Wealth Advisors | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Gateway Advisory, LLC | 8 | 8 | 0.06% | 0.17% | 0.30% | Q4 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 8 |
Cetera Advisors LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.03% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 8 |
Avestar Capital, LLC | 8 | 8 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HOLLENCREST CAPITAL MANAGEMENT | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Kellett Wealth Advisors, LLC | 8 | 8 | 0.24% | 0.53% | 0.81% | Q4 2021 | Q3 2023 | 8 |
Stockman Wealth Management, Inc. | 7 | 7 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 7 |
Outlook Wealth Advisors, LLC | 7 | 7 | 0.08% | 0.17% | 0.38% | Q1 2020 | Q3 2021 | 7 |
WEALTHSOURCE PARTNERS, LLC | 5 | 2 | 0.02% | 0.07% | 0.18% | Q2 2017 | Q3 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.23% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Avondale Wealth Management | 7 | 7 | 0.00% | 0.06% | 0.08% | Q4 2017 | Q2 2019 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Csenge Advisory Group | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Quad-Cities Investment Group, LLC | 7 | 7 | 0.07% | 0.19% | 0.34% | Q1 2018 | Q3 2019 | 7 |
Mariner, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2021 | 7 |
SUMMIT CAPITAL MANAGEMENT LLC | 7 | 7 | 0.23% | 0.25% | 0.30% | Q3 2014 | Q1 2016 | 7 |
FIRST TRUST ADVISORS LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
BHF Kleinwort Benson Group S.A. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2015 | 7 |
Mutual Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 7 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2017 | 7 |
Concord Wealth Partners | 4 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
STRATEGIC WEALTH MANAGEMENT INC | 7 | 7 | 2.56% | 3.05% | 3.60% | Q2 2020 | Q4 2021 | 7 |
Sound Income Strategies, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Family Management Corp | 4 | 1 | 0.07% | 0.25% | 0.56% | Q1 2020 | Q1 2023 | 7 |
Mathes Company, Inc. | 5 | 2 | 0.18% | 0.43% | 0.79% | Q4 2021 | Q3 2023 | 7 |
AMERIPRISE FINANCIAL INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 7 |
MAS Advisors LLC | 6 | 6 | 1.48% | 1.89% | 2.31% | Q2 2022 | Q3 2023 | 6 |
CapWealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Future Financial Wealth Managment LLC | 3 | 3 | 0.13% | 0.27% | 0.41% | Q4 2021 | Q3 2023 | 6 |
Bramshill Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q4 2014 | 6 |
MAD RIVER INVESTORS | 6 | 6 | 2.44% | 2.86% | 3.16% | Q3 2013 | Q4 2014 | 6 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2023 | 6 |
Brick & Kyle, Associates | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q1 2017 | 6 |
CERTUITY, LLC | 6 | 6 | 0.08% | 0.13% | 0.21% | Q4 2020 | Q1 2022 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.01% | 0.04% | 0.05% | Q3 2017 | Q1 2019 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Allegis Investment Advisors, LLC | 6 | 6 | 0.07% | 0.10% | 0.12% | Q3 2016 | Q4 2017 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
NORTH STAR ASSET MANAGEMENT INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2019 | 6 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 5 | 1 | 0.02% | 0.11% | 0.23% | Q2 2013 | Q3 2015 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Institute for Wealth Management, LLC. | 6 | 6 | 0.05% | 0.10% | 0.14% | Q1 2019 | Q2 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
MorganRosel Wealth Management, LLC | 6 | 6 | 0.94% | 1.26% | 1.40% | Q2 2022 | Q3 2023 | 6 |
HOLDERNESS INVESTMENTS CO | 6 | 6 | 0.12% | 0.19% | 0.21% | Q2 2017 | Q3 2018 | 6 |
StoneX Group Inc. | 6 | 6 | 0.10% | 0.30% | 0.44% | Q2 2017 | Q3 2018 | 6 |
Greenwich Wealth Management LLC | 4 | 1 | 0.02% | 0.15% | 0.27% | Q2 2013 | Q4 2016 | 6 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Ameritas Investment Company, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 5 |
Shaker Financial Services, LLC | 2 | 1 | 0.31% | 0.92% | 1.82% | Q2 2013 | Q1 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Dynamic Advisor Solutions LLC | 3 | 2 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 5 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q1 2023 | 5 |
OneDigital Investment Advisors LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2021 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.61% | 0.63% | 0.66% | Q2 2022 | Q2 2023 | 5 |
NATIXIS | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Wealth & Pension Services Group, Inc. | 4 | 1 | 0.51% | 0.63% | 0.90% | Q2 2018 | Q3 2019 | 5 |
Cypress Capital Group | 5 | 5 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q4 2021 | 5 |
SouthState Corp | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Claro Advisors LLC | 4 | 1 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 5 |
Larson Financial Group LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.04% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 5 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.13% | 0.92% | 2.13% | Q2 2013 | Q4 2017 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BOKF, NA | 5 | 5 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2014 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
REGIONS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2018 | 5 |
FOUNDERS BANK & TRUST | 5 | 5 | 0.04% | 0.07% | 0.14% | Q4 2013 | Q4 2014 | 5 |
Lehman & Derafelo Financial Resources LLC | 5 | 5 | 0.26% | 0.39% | 0.52% | Q4 2021 | Q4 2022 | 5 |
SOL Capital Management CO | 5 | 5 | 0.19% | 1.11% | 1.78% | Q3 2022 | Q3 2023 | 5 |
CIBC Private Wealth Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 5 |
Liberty Capital Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Benchmark Wealth Management, LLC | 5 | 5 | 0.34% | 0.45% | 0.65% | Q4 2019 | Q4 2020 | 5 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.07% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 0.21% | 0.30% | 0.33% | Q4 2022 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Consilium Wealth Advisory, LLC | 2 | 2 | 0.12% | 0.21% | 0.29% | Q4 2021 | Q3 2023 | 4 |
U S GLOBAL INVESTORS INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Qube Research & Technologies Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Gator Capital Management, LLC | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q3 2022 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.09% | 0.12% | 0.16% | Q1 2023 | Q4 2023 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q1 2023 | 4 |
First Personal Financial Services | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q4 2020 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2013 | Q4 2013 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Heirloom Wealth Management | 3 | 1 | 0.33% | 0.44% | 0.54% | Q4 2021 | Q4 2022 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 4 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2023 | 4 |
Round Rock Advisors, LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2021 | Q3 2022 | 4 |
Limestone Value Partners, LLC | 4 | 4 | 1.51% | 4.31% | 6.58% | Q4 2015 | Q3 2016 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.12% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
WOODSTOCK CORP | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.36% | 0.38% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.33% | 0.39% | 0.47% | Q4 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.30% | 0.47% | 0.70% | Q1 2021 | Q1 2022 | 4 |
LVW Advisors, LLC | 3 | 1 | 0.05% | 0.06% | 0.06% | Q3 2018 | Q3 2019 | 4 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.02% | 0.13% | 0.36% | Q4 2017 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.04% | 0.12% | 0.28% | Q4 2019 | Q1 2021 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.32% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Trust Asset Management LLC | 3 | 1 | 0.36% | 0.74% | 1.18% | Q1 2014 | Q2 2015 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
FinTrust Capital Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.14% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 4 |
Financial Sense Advisors, Inc. | 4 | 4 | 0.09% | 0.12% | 0.15% | Q3 2017 | Q2 2018 | 4 |
Financial Architects, Inc | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q2 2015 | 4 |
RIVERBRIDGE PARTNERS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.60% | 0.66% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Marks Group Wealth Management, Inc | 4 | 4 | 0.18% | 0.19% | 0.20% | Q3 2022 | Q2 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Adams Wealth Management | 4 | 4 | 0.09% | 0.26% | 0.36% | Q4 2019 | Q3 2020 | 4 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2023 | 3 |
USCA RIA LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2016 | Q3 2016 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.82% | 0.91% | 0.99% | Q4 2018 | Q2 2019 | 3 |
WHITTIER TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 3 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
ACG Wealth | 2 | 1 | 0.00% | 0.06% | 0.09% | Q1 2017 | Q2 2022 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Arcus Capital Partners, LLC | 3 | 3 | 1.19% | 1.72% | 2.01% | Q1 2023 | Q3 2023 | 3 |
Capital CS Group, LLC | 3 | 3 | 0.18% | 0.30% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Chiron Investment Management, LLC | 3 | 3 | 0.69% | 0.73% | 0.79% | Q1 2018 | Q3 2018 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.15% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Aurora Private Wealth, Inc. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q2 2021 | 3 |
OTA Financial Group L.P. | 1 | 1 | 0.24% | 0.38% | 0.56% | Q1 2014 | Q4 2020 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
HB Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q4 2021 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
MBM Wealth Consultants, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 3 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.09% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2019 | Q3 2019 | 3 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q2 2022 | 3 |
CFO4Life Group, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 2 |
Shorepoint Capital Partners LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q3 2019 | Q4 2019 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.27% | 0.31% | 0.36% | Q2 2015 | Q4 2021 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.06% | 0.11% | 0.15% | Q4 2018 | Q4 2021 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
GenWealth Group, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 2 |
R.P. Boggs & Co. | 2 | 2 | 0.54% | 0.56% | 0.58% | Q4 2020 | Q1 2021 | 2 |
Silver Lake Advisory, LLC | 2 | 2 | 0.27% | 0.29% | 0.30% | Q4 2013 | Q1 2014 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.20% | 0.22% | 0.25% | Q1 2022 | Q2 2022 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 0.12% | 0.19% | 0.26% | Q4 2021 | Q1 2022 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.15% | 0.16% | 0.17% | Q3 2014 | Q3 2015 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Golden Green, Inc. | 2 | 2 | 1.17% | 1.20% | 1.22% | Q4 2020 | Q1 2021 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2017 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Karpus Management, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q1 2014 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Samalin Investment Counsel, LLC | 2 | 2 | 0.15% | 0.19% | 0.22% | Q2 2023 | Q3 2023 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.08% | 0.12% | 0.15% | Q1 2023 | Q2 2023 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.84% | 0.87% | 0.90% | Q4 2022 | Q1 2023 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q3 2016 | 2 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q4 2022 | 2 |
FAGAN ASSOCIATES, INC. | 2 | 2 | 0.39% | 0.42% | 0.44% | Q1 2014 | Q2 2014 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 2 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
WealthTrust Asset Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q4 2021 | 2 |
Private Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 2 |
Beacon Financial Advisory LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.18% | 0.21% | 0.23% | Q1 2020 | Q2 2020 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.09% | 0.17% | Q4 2022 | Q3 2023 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 0.38% | 0.47% | 0.55% | Q4 2016 | Q2 2017 | 2 |
Sunesis Advisors, LLC | 1 | 1 | 0.27% | 0.31% | 0.35% | Q1 2023 | Q3 2023 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Costello Asset Management, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.22% | 0.37% | 0.51% | Q4 2019 | Q4 2021 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Winchester Group Inc. | 2 | 2 | 0.31% | 0.31% | 0.32% | Q2 2013 | Q3 2013 | 2 |
L.M. KOHN & COMPANY | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Saba Capital Management, L.P. | 2 | 2 | 0.92% | 1.15% | 1.38% | Q3 2013 | Q4 2013 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.12% | 0.16% | 0.20% | Q1 2020 | Q4 2021 | 2 |
Ulrich Consultants & Investment Group, LLC | 2 | 2 | 2.29% | 2.62% | 2.95% | Q2 2022 | Q3 2022 | 2 |
Claar Advisors LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2013 | Q4 2013 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Callan Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
SILVER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Americana Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sandy Spring Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TEGEAN CAPITAL MANAGEMENT, LLC | 1 | 1 | 6.08% | 6.08% | 6.08% | Q3 2013 | Q3 2013 | 1 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
UNITED MARITIME CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2016 | Q1 2016 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Diversified, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Aristides Capital LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2021 | Q1 2021 | 1 |
OAK FAMILY ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Seelaus Asset Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TD Ameritrade Trust Co | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2014 | Q3 2014 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GARRISON BRADFORD & ASSOCIATES INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own PIMCO DYNAMIC INCOME FD or have owned PIMCO DYNAMIC INCOME FD in the past.