Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2021 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2021 | 34 |
WEDBUSH SECURITIES INC | 34 | 34 | 0.09% | 0.19% | 0.50% | Q2 2013 | Q3 2021 | 34 |
COHEN & STEERS, INC. | 34 | 34 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q3 2021 | 34 |
HOWLAND CAPITAL MANAGEMENT LLC | 34 | 34 | 0.44% | 1.52% | 2.16% | Q2 2013 | Q3 2021 | 34 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 34 |
MORGAN STANLEY | 34 | 34 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2021 | 34 |
LPL Financial LLC | 34 | 34 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2021 | 34 |
FIRST TRUST ADVISORS LP | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2021 | 34 |
D.A. DAVIDSON & CO. | 34 | 34 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2021 | 34 |
ROYAL BANK OF CANADA | 34 | 34 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2021 | 34 |
PNC FINANCIAL SERVICES GROUP, INC. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
Aviance Capital Partners, LLC | 34 | 34 | 0.33% | 0.65% | 1.27% | Q2 2013 | Q3 2021 | 34 |
BANK OF AMERICA CORP /DE/ | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2021 | 34 |
GUGGENHEIM CAPITAL LLC | 34 | 34 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 34 |
Invesco Ltd. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 33 |
Mathes Company, Inc. | 32 | 32 | 0.61% | 0.81% | 1.12% | Q4 2013 | Q3 2021 | 32 |
Janney Montgomery Scott LLC | 21 | 11 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2021 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 32 |
HOLLENCREST CAPITAL MANAGEMENT | 32 | 32 | 0.03% | 0.05% | 0.09% | Q4 2013 | Q3 2021 | 32 |
HighTower Advisors, LLC | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2021 | 32 |
ALLIANCEBERNSTEIN L.P. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 32 |
FIRST FOUNDATION ADVISORS | 31 | 31 | 0.02% | 0.49% | 1.05% | Q1 2014 | Q3 2021 | 31 |
Creative Planning | 24 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 31 |
STIFEL FINANCIAL CORP | 31 | 31 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2021 | 31 |
Cambridge Investment Research Advisors, Inc. | 31 | 31 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q3 2021 | 31 |
Cetera Advisor Networks LLC | 17 | 14 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2021 | 31 |
B. Riley Wealth Advisors, Inc. | 24 | 7 | 0.01% | 0.28% | 2.46% | Q2 2013 | Q3 2021 | 31 |
Smithfield Trust Co | 30 | 30 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2021 | 30 |
GARRISON BRADFORD & ASSOCIATES INC | 22 | 8 | 0.36% | 0.89% | 1.60% | Q2 2013 | Q3 2021 | 30 |
US BANCORP \DE\ | 24 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 30 |
NEXT Financial Group, Inc | 16 | 13 | 0.01% | 0.08% | 0.40% | Q2 2014 | Q3 2021 | 29 |
RAYMOND JAMES & ASSOCIATES | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2021 | 29 |
CIBC Private Wealth Group, LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2021 | 29 |
AllSquare Wealth Management LLC | 28 | 28 | 0.06% | 0.14% | 0.32% | Q4 2014 | Q3 2021 | 28 |
UBS Group AG | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2021 | 28 |
First Horizon Advisors, Inc. | 23 | 1 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q1 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Bruderman Asset Management, LLC | 27 | 27 | 0.10% | 0.17% | 0.26% | Q1 2015 | Q3 2021 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q3 2019 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2021 | 26 |
CIBC WORLD MARKET INC. | 22 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2020 | 26 |
Brinker Capital Investments, LLC | 26 | 26 | 0.00% | 0.17% | 0.32% | Q2 2015 | Q3 2021 | 26 |
COUNTRY TRUST BANK | 25 | 25 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q3 2021 | 25 |
Thomas J. Herzfeld Advisors, Inc. | 13 | 1 | 0.04% | 2.32% | 4.54% | Q4 2013 | Q3 2021 | 24 |
Edge Wealth Management LLC | 17 | 7 | 0.01% | 0.43% | 2.00% | Q3 2015 | Q3 2021 | 24 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2021 | 24 |
Raymond James Financial Services Advisors, Inc. | 18 | 6 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 24 |
Private Advisor Group, LLC | 22 | 2 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2021 | 24 |
Cornerstone Advisory, LLC | 24 | 24 | 0.10% | 0.29% | 1.08% | Q4 2015 | Q3 2021 | 24 |
McGowan Group Asset Management, Inc. | 17 | 6 | 1.37% | 5.59% | 9.62% | Q2 2015 | Q2 2021 | 23 |
RFG Advisory, LLC | 22 | 1 | 0.02% | 0.20% | 1.13% | Q1 2015 | Q3 2021 | 23 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 23 | 23 | 0.03% | 0.19% | 0.77% | Q3 2014 | Q1 2020 | 23 |
Horizon Kinetics | 23 | 23 | 0.05% | 0.12% | 0.31% | Q2 2013 | Q4 2018 | 23 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 16 | 1 | 0.05% | 3.34% | 7.00% | Q2 2013 | Q3 2021 | 22 |
First Allied Advisory Services, Inc. | 9 | 2 | 0.01% | 0.04% | 0.18% | Q4 2013 | Q3 2020 | 22 |
BANK OF MONTREAL /CAN/ | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2021 | 22 |
E&G Advisors, LP | 22 | 22 | 0.39% | 0.69% | 1.00% | Q2 2016 | Q3 2021 | 22 |
FIRST MANHATTAN CO. LLC. | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 22 |
Baird Financial Group, Inc. | 12 | 10 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2021 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q3 2021 | 22 |
DUBUQUE BANK & TRUST CO | 22 | 22 | 0.15% | 0.51% | 0.78% | Q4 2013 | Q1 2019 | 22 |
FMR LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 21 |
Fiduciary Group LLC | 21 | 21 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q3 2021 | 21 |
Koshinski Asset Management, Inc. | 12 | 1 | 0.02% | 0.10% | 0.23% | Q4 2014 | Q3 2021 | 20 |
Stockman Wealth Management, Inc. | 20 | 20 | 0.07% | 0.51% | 0.88% | Q4 2016 | Q3 2021 | 20 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.10% | 0.20% | 0.27% | Q2 2013 | Q4 2017 | 19 |
Dorsey & Whitney Trust CO LLC | 13 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2021 | 19 |
Steward Partners Investment Advisory, LLC | 19 | 19 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q3 2021 | 19 |
Chicago Partners Investment Group LLC | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2021 | 19 |
AUA CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2021 | 18 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.13% | 0.33% | Q1 2014 | Q3 2021 | 18 |
SYNOVUS FINANCIAL CORP | 13 | 5 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Ausdal Financial Partners, Inc. | 17 | 1 | 0.01% | 0.13% | 0.22% | Q4 2015 | Q3 2021 | 18 |
Kovack Advisors, Inc. | 16 | 1 | 0.07% | 0.13% | 0.28% | Q2 2017 | Q3 2021 | 17 |
Belpointe Asset Management LLC | 17 | 17 | 0.02% | 0.13% | 0.41% | Q3 2017 | Q3 2021 | 17 |
Bogart Wealth, LLC | 17 | 17 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q3 2021 | 17 |
Benchmark Capital Advisors | 17 | 17 | 0.18% | 0.26% | 0.32% | Q4 2014 | Q4 2018 | 17 |
BESSEMER GROUP INC | 17 | 17 | 0.01% | 0.09% | 0.15% | Q3 2014 | Q3 2018 | 17 |
Cornerstone Wealth Management, LLC | 17 | 17 | 0.02% | 0.15% | 0.39% | Q2 2017 | Q2 2021 | 17 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 7 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2021 | 17 |
SIT INVESTMENT ASSOCIATES INC | 12 | 1 | 0.01% | 0.43% | 0.83% | Q4 2013 | Q1 2020 | 17 |
DEUTSCHE BANK AG\ | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2017 | 16 |
Sigma Planning Corp | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2021 | 16 |
Bank of New York Mellon Corp | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 16 |
CENTAURUS FINANCIAL, INC. | 16 | 16 | 0.06% | 0.15% | 0.31% | Q4 2017 | Q3 2021 | 16 |
Summit X, LLC | 16 | 16 | 0.03% | 0.90% | 1.57% | Q4 2017 | Q3 2021 | 16 |
American Portfolios Advisors | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2021 | 16 |
Claraphi Advisory Network, LLC | 16 | 16 | 0.08% | 0.21% | 0.34% | Q4 2017 | Q3 2021 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2021 | 16 |
MML INVESTORS SERVICES, LLC | 14 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2021 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 15 |
Vident Investment Advisory, LLC | 15 | 15 | 0.27% | 0.48% | 0.67% | Q2 2015 | Q4 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q4 2019 | 15 |
SCOTIA CAPITAL INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2021 | 15 |
Advisors Asset Management, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 15 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 15 | 15 | 0.04% | 0.10% | 0.25% | Q4 2016 | Q2 2020 | 15 |
Mutual Advisors, LLC | 15 | 15 | 0.06% | 0.11% | 0.16% | Q4 2017 | Q2 2021 | 15 |
Patten Group, Inc. | 14 | 14 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q1 2018 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.05% | 0.08% | Q4 2015 | Q1 2019 | 14 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 14 |
1832 Asset Management L.P. | 14 | 14 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q4 2016 | 14 |
LINCOLN NATIONAL CORP | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2021 | 14 |
Geneos Wealth Management Inc. | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2021 | 14 |
MARINER INVESTMENT GROUP LLC | 14 | 14 | 0.12% | 1.11% | 2.51% | Q4 2013 | Q1 2017 | 14 |
HUNTINGTON NATIONAL BANK | 11 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2021 | 14 |
Financial Architects, Inc | 10 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2019 | 14 |
Investors Capital Advisory Services | 13 | 13 | 0.09% | 0.14% | 0.24% | Q2 2013 | Q2 2016 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2021 | 13 |
Frontier Wealth Management LLC | 13 | 13 | 0.05% | 0.13% | 0.20% | Q2 2015 | Q2 2018 | 13 |
OPPENHEIMER & CO INC | 11 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2021 | 13 |
Coastal Bridge Advisors, LLC | 6 | 2 | 0.44% | 0.93% | 1.60% | Q4 2016 | Q1 2021 | 13 |
Allianz Asset Management GmbH | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2017 | 13 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2021 | 13 |
CWM, LLC | 11 | 2 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q2 2021 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.06% | 0.53% | 0.69% | Q2 2013 | Q2 2016 | 13 |
Plante Moran Financial Advisors, LLC | 11 | 1 | 0.00% | 0.07% | 0.42% | Q3 2014 | Q2 2021 | 13 |
SeaCrest Wealth Management, LLC | 13 | 13 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q4 2020 | 13 |
ROBINSON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.36% | 0.66% | 1.15% | Q4 2015 | Q4 2018 | 13 |
Versant Capital Management, Inc | 13 | 13 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2019 | 13 |
IHT Wealth Management, LLC | 12 | 1 | 0.01% | 0.14% | 0.29% | Q3 2017 | Q3 2021 | 13 |
North Star Investment Management Corp. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 13 |
OTA Financial Group L.P. | 4 | 1 | 0.22% | 0.77% | 1.73% | Q4 2013 | Q1 2020 | 12 |
Sunbelt Securities, Inc. | 12 | 12 | 0.01% | 0.28% | 0.57% | Q3 2017 | Q2 2020 | 12 |
SIGNATUREFD, LLC | 11 | 1 | 0.00% | 0.02% | 0.02% | Q1 2014 | Q3 2019 | 12 |
Litman Gregory Wealth Management LLC | 12 | 12 | 0.08% | 0.16% | 0.37% | Q4 2018 | Q3 2021 | 12 |
Lehman & Derafelo Financial Resources LLC | 12 | 12 | 0.56% | 0.76% | 1.05% | Q4 2018 | Q3 2021 | 12 |
ArrowMark Colorado Holdings LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q3 2021 | 12 |
Prospera Financial Services Inc | 11 | 1 | 0.02% | 0.07% | 0.09% | Q3 2014 | Q3 2020 | 12 |
WFG Advisors, LP | 8 | 4 | 0.00% | 0.04% | 0.07% | Q2 2014 | Q2 2017 | 12 |
Focused Wealth Management, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
PINNACLE FINANCIAL PARTNERS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 12 |
Carroll Financial Associates, Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2021 | 12 |
Saba Capital Management, L.P. | 12 | 12 | 2.44% | 3.55% | 5.08% | Q3 2013 | Q2 2016 | 12 |
Arete Wealth Advisors, LLC | 7 | 1 | 0.05% | 0.09% | 0.24% | Q2 2014 | Q3 2020 | 12 |
PENN MUTUAL LIFE INSURANCE CO | 11 | 11 | 2.28% | 5.14% | 6.84% | Q4 2014 | Q2 2017 | 11 |
Penserra Capital Management LLC | 8 | 3 | 0.00% | 0.07% | 0.28% | Q4 2015 | Q3 2021 | 11 |
Riverstone Advisors, LLC | 11 | 11 | 0.56% | 0.96% | 1.24% | Q4 2018 | Q2 2021 | 11 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7 | 4 | 0.02% | 0.03% | 0.07% | Q3 2016 | Q3 2021 | 11 |
Western Wealth Management, LLC | 11 | 11 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q2 2021 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.05% | 0.10% | 0.30% | Q1 2019 | Q3 2021 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 11 |
Nan Shan Life Insurance Co., Ltd. | 11 | 11 | 0.49% | 2.17% | 2.76% | Q4 2016 | Q2 2019 | 11 |
TRUIST FINANCIAL CORP | 8 | 3 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2021 | 11 |
Brick & Kyle, Associates | 10 | 1 | 0.10% | 0.13% | 0.16% | Q4 2014 | Q2 2018 | 11 |
NATIONAL PLANNING CORP | 11 | 11 | 0.05% | 0.10% | 0.17% | Q1 2015 | Q3 2017 | 11 |
Hilton Capital Management, LLC | 11 | 11 | 0.01% | 1.85% | 3.07% | Q1 2017 | Q3 2019 | 11 |
Private Wealth Advisors, Inc. | 10 | 1 | 0.12% | 0.22% | 0.28% | Q2 2013 | Q4 2019 | 11 |
CABOT WEALTH MANAGEMENT INC | 11 | 11 | 0.08% | 0.10% | 0.12% | Q1 2014 | Q3 2016 | 11 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2021 | 11 |
FNY Investment Advisers, LLC | 7 | 1 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2021 | 10 |
Jaffetilchin Investment Partners, LLC | 10 | 10 | 0.39% | 0.48% | 0.64% | Q1 2016 | Q2 2018 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
Golden State Wealth Management, LLC | 7 | 3 | 0.19% | 0.54% | 0.66% | Q1 2019 | Q3 2021 | 10 |
COMERICA SECURITIES INC | 10 | 10 | 0.88% | 1.10% | 1.46% | Q2 2016 | Q3 2018 | 10 |
COMERICA SECURITIES,INC. | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2021 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2021 | 10 |
Sheaff Brock Investment Advisors, LLC | 4 | 1 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q3 2021 | 10 |
Claybrook Capital, LLC | 9 | 1 | 0.49% | 0.58% | 0.72% | Q1 2019 | Q3 2021 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
State of Tennessee, Treasury Department | 3 | 1 | 0.01% | 0.02% | 0.10% | Q4 2017 | Q3 2021 | 10 |
Mirador Capital Partners LP | 10 | 10 | 0.26% | 0.44% | 0.74% | Q2 2019 | Q3 2021 | 10 |
Sage Capital Advisors,llc | 10 | 10 | 0.19% | 0.29% | 0.37% | Q2 2019 | Q3 2021 | 10 |
M&T BANK CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Wealthspire Advisors, L.P. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2019 | 9 |
Avestar Capital, LLC | 9 | 9 | 0.08% | 0.23% | 0.38% | Q3 2019 | Q3 2021 | 9 |
Regal Investment Advisors LLC | 6 | 1 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q2 2021 | 9 |
Shaker Financial Services, LLC | 3 | 1 | 0.16% | 0.70% | 1.72% | Q4 2014 | Q2 2020 | 9 |
Lehman Financial Resources, Inc. | 9 | 9 | 1.13% | 2.04% | 3.80% | Q3 2016 | Q3 2018 | 9 |
PRUDENTIAL PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 9 |
Hayden Royal, LLC | 7 | 1 | 0.22% | 0.28% | 0.57% | Q4 2018 | Q2 2021 | 9 |
Family Management Corp | 9 | 9 | 0.08% | 0.66% | 1.17% | Q4 2018 | Q4 2020 | 9 |
Hudock, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Trust Asset Management LLC | 6 | 3 | 1.85% | 2.38% | 2.77% | Q1 2014 | Q2 2016 | 9 |
Secrest Blakey & Associates, LLC | 9 | 9 | 0.97% | 4.21% | 7.76% | Q3 2018 | Q3 2020 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.04% | 0.09% | 0.17% | Q4 2018 | Q1 2021 | 9 |
Virtu KCG Holdings LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 9 |
EVOKE WEALTH, LLC | 9 | 9 | 0.01% | 0.06% | 0.14% | Q3 2019 | Q3 2021 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 2 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q1 2016 | 9 |
Icon Wealth Partners, LLC | 9 | 9 | 0.07% | 0.08% | 0.10% | Q4 2017 | Q4 2019 | 9 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 9 |
Parallel Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
Global Endowment Management, LP | 8 | 8 | 0.10% | 0.19% | 0.24% | Q3 2014 | Q2 2016 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.13% | 0.16% | 0.24% | Q4 2019 | Q3 2021 | 8 |
PINNACLE ASSOCIATES LTD | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 8 |
Apriem Advisors | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2016 | 8 |
Merit Financial Group, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2021 | 8 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.04% | 0.22% | 0.99% | Q4 2014 | Q1 2020 | 8 |
Wagner Wealth Management, LLC | 4 | 4 | 1.76% | 4.08% | 7.15% | Q4 2017 | Q3 2021 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
All Terrain Financial Advisors, LLC | 5 | 3 | 0.08% | 0.21% | 0.34% | Q4 2017 | Q4 2019 | 8 |
Intellectus Partners, LLC | 4 | 1 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q1 2019 | 8 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.01% | 0.05% | 0.17% | Q2 2019 | Q3 2021 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
NWAM LLC | 8 | 8 | 0.05% | 0.09% | 0.12% | Q1 2018 | Q4 2019 | 8 |
55I, LLC | 8 | 8 | 0.08% | 0.21% | 0.35% | Q4 2018 | Q3 2020 | 8 |
USCA RIA LLC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q4 2015 | Q2 2021 | 8 |
FIFTH THIRD BANCORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2021 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 7 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
OSAIC HOLDINGS, INC. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2021 | 7 |
Kerntke Otto McGlone Wealth Management Group | 7 | 7 | 0.14% | 0.37% | 0.88% | Q4 2019 | Q2 2021 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 7 | 0.14% | 0.17% | 0.18% | Q2 2018 | Q4 2019 | 7 |
Exchange Capital Management, Inc. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Westside Investment Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q3 2015 | Q1 2017 | 7 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q2 2018 | 7 |
Simplicity Solutions, LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 7 |
Private Wealth Partners, LLC | 7 | 7 | 0.07% | 0.19% | 0.24% | Q2 2013 | Q4 2014 | 7 |
Secure Asset Management, LLC | 6 | 1 | 0.28% | 0.64% | 0.89% | Q4 2019 | Q3 2021 | 7 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.72% | 0.77% | 0.87% | Q2 2013 | Q4 2014 | 7 |
Camelot Portfolios, LLC | 7 | 7 | 0.23% | 0.26% | 0.28% | Q3 2015 | Q1 2017 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.28% | 0.35% | 0.41% | Q1 2020 | Q3 2021 | 7 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 7 |
Quad-Cities Investment Group, LLC | 7 | 7 | 0.05% | 0.18% | 0.25% | Q2 2018 | Q4 2019 | 7 |
Bramshill Investments, LLC | 7 | 7 | 0.11% | 0.48% | 0.78% | Q2 2017 | Q4 2018 | 7 |
Orion Portfolio Solutions, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q3 2021 | 7 |
ASHFORD CAPITAL MANAGEMENT INC | 7 | 7 | 0.79% | 0.94% | 1.08% | Q1 2014 | Q3 2015 | 7 |
Belmont Global Advisors, Inc. | 7 | 7 | 0.21% | 0.52% | 0.86% | Q2 2014 | Q4 2015 | 7 |
Cerity Partners LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 7 |
Corient Capital Partners, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q3 2016 | Q4 2017 | 6 |
State of New Jersey Common Pension Fund D | 6 | 6 | 0.01% | 0.06% | 0.18% | Q4 2015 | Q1 2017 | 6 |
Financial Enhancement Group LLC | 6 | 6 | 0.50% | 0.69% | 0.98% | Q2 2015 | Q3 2016 | 6 |
Karp Capital Management Corp | 6 | 6 | 0.18% | 0.37% | 0.52% | Q2 2017 | Q3 2018 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.02% | 0.04% | 0.07% | Q3 2014 | Q4 2015 | 6 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.26% | 0.78% | 1.90% | Q3 2015 | Q4 2017 | 6 |
Miracle Mile Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
BlueSpruce Investments, LP | 4 | 2 | 2.01% | 4.69% | 12.52% | Q4 2013 | Q3 2015 | 6 |
Sound Income Strategies, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 6 |
DRW Securities, LLC | 6 | 6 | 0.01% | 0.15% | 0.24% | Q1 2015 | Q2 2016 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Lindbrook Capital, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2021 | 6 |
AMERIPRISE FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 6 |
SUMMIT CAPITAL MANAGEMENT LLC | 6 | 6 | 0.21% | 0.38% | 0.57% | Q4 2014 | Q1 2016 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 6 |
GenWealth Group, Inc. | 6 | 6 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q3 2021 | 6 |
HOLDERNESS INVESTMENTS CO | 6 | 6 | 0.12% | 0.18% | 0.20% | Q2 2017 | Q3 2018 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.03% | 0.07% | 0.09% | Q3 2016 | Q4 2017 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 6 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q2 2015 | 6 |
Ameritas Investment Company, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2021 | 6 |
UBS AG | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
AdvisorNet Financial, Inc | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Spectrum Management Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Kamunting Street Capital Management, L.P. | 5 | 5 | 0.76% | 2.11% | 3.85% | Q4 2013 | Q4 2014 | 5 |
Magnus Financial Group LLC | 5 | 5 | 0.05% | 0.09% | 0.13% | Q3 2020 | Q3 2021 | 5 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.13% | 0.49% | Q1 2015 | Q2 2018 | 5 |
ACG Wealth | 2 | 1 | 0.04% | 0.93% | 4.01% | Q2 2013 | Q2 2017 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2021 | 5 |
Key FInancial Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
American Financial Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q4 2019 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q3 2014 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Pensionmark Financial Group, LLC | 5 | 5 | 0.09% | 0.11% | 0.13% | Q4 2018 | Q4 2019 | 5 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
WHITTIER TRUST CO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2018 | 5 |
Biltmore Capital Advisors LLC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q3 2021 | 5 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q3 2021 | 5 |
D'Orazio & Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Cetera Advisors LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2021 | 4 |
Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Bridgeworth, LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q1 2018 | Q4 2018 | 4 |
AQR Arbitrage LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q2 2015 | Q1 2016 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
FNY Managed Accounts LLC | 2 | 2 | 0.47% | 2.15% | 4.31% | Q4 2014 | Q2 2016 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 4 |
ACT Advisors, LLC. | 4 | 4 | 0.86% | 0.90% | 0.94% | Q4 2020 | Q3 2021 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Tradition Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
NEWGATE CAPITAL MANAGEMENT LLC | 4 | 4 | 2.80% | 3.54% | 4.08% | Q1 2015 | Q4 2015 | 4 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q1 2016 | 4 |
Adaptive Financial Consulting, LLC | 2 | 2 | 0.13% | 0.39% | 0.76% | Q4 2019 | Q2 2021 | 4 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 4 | 4 | 0.64% | 2.40% | 3.19% | Q1 2015 | Q4 2015 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.01% | 0.57% | 1.72% | Q4 2015 | Q3 2018 | 4 |
Ahrens Investment Partners LLC | 4 | 4 | 0.12% | 0.24% | 0.36% | Q4 2020 | Q3 2021 | 4 |
Seascape Capital Management | 4 | 4 | 0.82% | 1.38% | 1.77% | Q4 2020 | Q3 2021 | 4 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2020 | 4 |
JANUS HENDERSON INVESTORS US LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Syverson Strege & Co | 4 | 4 | 0.08% | 0.24% | 0.41% | Q4 2020 | Q3 2021 | 4 |
Black Swift Group, LLC | 4 | 4 | 2.52% | 3.28% | 4.28% | Q1 2019 | Q4 2019 | 4 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.01% | 0.07% | 0.12% | Q3 2015 | Q3 2021 | 4 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.15% | 0.20% | 0.23% | Q1 2014 | Q4 2014 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 0.14% | 0.33% | 0.40% | Q2 2016 | Q1 2017 | 4 |
Laurion Capital Management LP | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2017 | 4 |
Tennessee Valley Asset Management Partners | 4 | 4 | 0.00% | 0.12% | 0.19% | Q4 2020 | Q3 2021 | 4 |
Foster Victor Wealth Advisors, LLC | 3 | 1 | 0.06% | 0.11% | 0.15% | Q2 2019 | Q4 2020 | 4 |
Parkside Investments, LLC | 3 | 1 | 0.06% | 0.11% | 0.14% | Q2 2017 | Q3 2018 | 4 |
CORRADO ADVISORS, LLC | 3 | 1 | 0.13% | 0.38% | 0.48% | Q2 2014 | Q2 2016 | 4 |
FORVIS Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2020 | 4 |
Baker Ellis Asset Management LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q1 2015 | 4 |
MUFG Americas Holdings Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2021 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q3 2021 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 4 |
Next Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q3 2018 | 3 |
CERTUITY, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.02% | 0.10% | 0.24% | Q2 2016 | Q1 2017 | 3 |
Kaizen Financial Strategies | 2 | 1 | 0.87% | 1.00% | 1.14% | Q4 2020 | Q3 2021 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Chiron Investment Management, LLC | 3 | 3 | 0.69% | 0.73% | 0.78% | Q1 2018 | Q3 2018 | 3 |
Retirement Group, LLC | 3 | 3 | 0.36% | 0.40% | 0.42% | Q1 2021 | Q3 2021 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2021 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
ASSET MANAGEMENT CORP /IL/ /ADV | 3 | 3 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q4 2020 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.30% | 2.29% | 4.90% | Q4 2013 | Q4 2014 | 3 |
Glassman Wealth Services | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2016 | 3 |
THIRD AVENUE MANAGEMENT LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2013 | Q2 2014 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
BRINKER CAPITAL INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
JPMORGAN CHASE & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Venture Visionary Partners LLC | 3 | 3 | 0.05% | 0.11% | 0.15% | Q1 2021 | Q3 2021 | 3 |
Main Management LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q4 2020 | 3 |
WASHINGTON TRUST BANK | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.12% | 0.15% | 0.19% | Q1 2021 | Q3 2021 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2021 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.14% | 0.17% | 0.23% | Q4 2014 | Q2 2015 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q2 2017 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2021 | 3 |
AKANTHOS CAPITAL MANAGEMENT LLC | 3 | 3 | 1.10% | 2.24% | 4.20% | Q3 2013 | Q1 2014 | 3 |
OneDigital Investment Advisors LLC | 2 | 1 | 0.01% | 0.26% | 0.54% | Q4 2018 | Q3 2021 | 3 |
Walleye Trading LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.15% | 0.40% | 0.69% | Q4 2015 | Q4 2018 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q2 2021 | 3 |
Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2017 | Q2 2017 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
LUMINUS MANAGEMENT LLC | 2 | 2 | 0.03% | 0.07% | 0.10% | Q3 2015 | Q4 2015 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q1 2021 | Q2 2021 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.05% | 0.11% | Q2 2016 | Q2 2017 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.13% | 0.28% | 0.44% | Q1 2016 | Q2 2016 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q1 2016 | Q4 2016 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 2 |
All Season Financial Advisors, Inc. | 2 | 2 | 0.35% | 0.39% | 0.43% | Q2 2021 | Q3 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Benchmark Wealth Management, LLC | 2 | 2 | 0.17% | 0.20% | 0.24% | Q4 2019 | Q1 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 2 |
Beacon Pointe Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Whitnell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2020 | 2 |
EMFO, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Limestone Value Partners, LLC | 2 | 2 | 3.81% | 5.39% | 6.96% | Q2 2016 | Q3 2016 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.08% | 0.24% | 0.40% | Q1 2016 | Q4 2018 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 2 |
Wealth & Pension Services Group, Inc. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2019 | Q3 2019 | 2 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2 | 2 | 0.21% | 0.23% | 0.25% | Q4 2019 | Q1 2020 | 2 |
Winchester Group Inc. | 2 | 2 | 0.90% | 0.97% | 1.05% | Q2 2013 | Q3 2013 | 2 |
SkyOak Wealth, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q1 2020 | Q2 2020 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2015 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Zions Bancorporation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2018 | 2 |
Fort Point Capital Partners LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q3 2017 | Q1 2018 | 2 |
Catamount Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.10% | 0.14% | 0.18% | Q2 2018 | Q4 2020 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2020 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.11% | 0.18% | 0.24% | Q2 2016 | Q3 2016 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Brookstone Capital Management | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Stevens First Principles Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2015 | Q4 2015 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2019 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.02% | 0.08% | 0.15% | Q4 2016 | Q1 2017 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2015 | Q4 2015 | 2 |
Gator Capital Management, LLC | 2 | 2 | 0.38% | 0.40% | 0.42% | Q2 2015 | Q3 2015 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q4 2019 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Roble, Belko & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2019 | 2 |
RONALD BLUE & CO LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q2 2014 | 2 |
Stanford Investment Group, Inc. | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2014 | Q1 2015 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Allen Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
R.P. Boggs & Co. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
OTA LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2014 | Q2 2014 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TD Ameritrade Trust Co | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2014 | Q3 2014 | 1 |
AQR Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Claar Advisors LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2013 | Q4 2013 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2014 | Q4 2014 | 1 |
EPIQ PARTNERS, LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q4 2019 | Q4 2019 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Tidal Investments LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2013 | Q4 2013 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
TD Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
JHL Capital Group LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Geller Advisors LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2013 | Q2 2013 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2021 | Q3 2021 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
First PREMIER Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Virtu Financial LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
Ironsides Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Osbon Capital Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2019 | Q2 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
TEGEAN CAPITAL MANAGEMENT, LLC | 1 | 1 | 6.60% | 6.60% | 6.60% | Q3 2013 | Q3 2013 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Mariner, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2016 | Q2 2016 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC | 1 | 1 | 100.00% | 100.00% | 100.00% | Q4 2014 | Q4 2014 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Planning Solutions Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own PIMCO DYNAMIC CR INCOME FD or have owned PIMCO DYNAMIC CR INCOME FD in the past.