Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
REAVES W H & CO INC | 42 | 42 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.06% | 0.36% | 0.56% | Q3 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 38 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
US BANCORP \DE\ | 29 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 38 |
GUGGENHEIM CAPITAL LLC | 38 | 38 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q3 2023 | 38 |
Hollow Brook Wealth Management LLC | 31 | 3 | 0.09% | 2.16% | 5.41% | Q2 2013 | Q3 2023 | 38 |
NEVILLE RODIE & SHAW INC | 29 | 9 | 0.02% | 0.05% | 0.12% | Q2 2014 | Q4 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 36 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Cordasco Financial Network | 35 | 35 | 0.01% | 0.03% | 0.14% | Q4 2013 | Q2 2022 | 35 |
Advisors Asset Management, Inc. | 22 | 13 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q1 2022 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 32 | 32 | 0.13% | 0.82% | 2.89% | Q4 2015 | Q3 2023 | 32 |
TIEMANN INVESTMENT ADVISORS, LLC | 32 | 32 | 0.11% | 0.28% | 0.56% | Q3 2015 | Q2 2023 | 32 |
Parkside Financial Bank & Trust | 30 | 30 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 30 |
Private Advisor Group, LLC | 23 | 7 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 30 |
AMERIPRISE FINANCIAL INC | 26 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 29 |
DAVENPORT & Co LLC | 28 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 29 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.02% | 0.07% | 0.17% | Q4 2016 | Q3 2023 | 28 |
StoneX Group Inc. | 19 | 2 | 0.07% | 0.56% | 1.31% | Q3 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
INGALLS & SNYDER LLC | 27 | 27 | 0.01% | 0.05% | 0.07% | Q2 2016 | Q4 2022 | 27 |
Snowden Capital Advisors LLC | 20 | 7 | 0.00% | 0.06% | 0.17% | Q1 2016 | Q2 2023 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
Steward Partners Investment Advisory, LLC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Yakira Capital Management, Inc. | 25 | 25 | 0.10% | 2.78% | 14.92% | Q4 2013 | Q4 2019 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Armor Investment Advisors, LLC | 25 | 25 | 0.19% | 0.28% | 0.38% | Q3 2017 | Q3 2023 | 25 |
COHEN & STEERS, INC. | 13 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 24 |
SECURITY NATIONAL TRUST CO | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
GLENMEDE TRUST CO NA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2020 | 23 |
Sigma Planning Corp | 19 | 4 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 23 |
Belpointe Asset Management LLC | 23 | 23 | 0.02% | 0.07% | 0.14% | Q3 2017 | Q1 2023 | 23 |
North Star Investment Management Corp. | 17 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2022 | 23 |
BOKF, NA | 17 | 2 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q2 2023 | 22 |
Brookstone Capital Management | 20 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.09% | 0.11% | 0.14% | Q4 2017 | Q3 2023 | 22 |
BerganKDV Wealth Management, LLC | 15 | 6 | 0.01% | 0.08% | 0.15% | Q1 2018 | Q2 2023 | 21 |
Sowell Financial Services LLC | 10 | 5 | 0.08% | 0.15% | 0.23% | Q1 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 19 | 2 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.11% | Q3 2018 | Q3 2023 | 21 |
CENTAURUS FINANCIAL, INC. | 16 | 5 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 21 |
DELTA ASSET MANAGEMENT LLC/TN | 17 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
Centerpoint Advisors, LLC | 21 | 21 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 16 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
FIRST TRUST ADVISORS LP | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 20 |
LUCAS CAPITAL MANAGEMENT | 20 | 20 | 0.09% | 0.23% | 0.33% | Q3 2013 | Q2 2018 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.20% | 0.36% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.00% | 0.11% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Hodges Capital Management Inc. | 8 | 1 | 0.01% | 0.03% | 0.09% | Q2 2014 | Q4 2020 | 20 |
WEDBUSH SECURITIES INC | 12 | 7 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 19 |
Gradient Investments LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 19 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
BREWIN DOLPHIN LTD | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
RPG Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 18 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
Invesco Ltd. | 11 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Good Life Advisors, LLC | 18 | 18 | 0.06% | 0.25% | 0.43% | Q2 2019 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 11 | 7 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.07% | 0.20% | 0.34% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Advisory Services Network, LLC | 6 | 2 | 0.00% | 0.01% | 0.07% | Q3 2017 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 16 |
CATAWBA CAPITAL MANAGEMENT /VA | 16 | 16 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q1 2017 | 16 |
IBEX WEALTH ADVISORS | 16 | 16 | 0.33% | 0.53% | 0.76% | Q1 2019 | Q4 2022 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 16 |
Oakworth Capital, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2017 | 16 |
HighTower Advisors, LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
B. Riley Wealth Advisors, Inc. | 8 | 7 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Cetera Investment Advisers | 14 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 15 |
REGIONS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.04% | 0.07% | 0.13% | Q4 2015 | Q2 2019 | 15 |
Ahrens Investment Partners LLC | 9 | 1 | 0.04% | 0.38% | 0.82% | Q4 2018 | Q1 2023 | 15 |
1832 Asset Management L.P. | 10 | 5 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Welch Group, LLC | 13 | 1 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 14 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 14 |
MOTCO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 14 |
Mariner, LLC | 9 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 14 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 11 | 2 | 0.16% | 0.26% | 0.39% | Q3 2018 | Q4 2021 | 13 |
Moors & Cabot, Inc. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
AlphaMark Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 13 |
NEXT Financial Group, Inc | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q2 2023 | 13 |
Evercore Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.11% | 0.25% | 0.35% | Q4 2020 | Q3 2023 | 12 |
SeaCrest Wealth Management, LLC | 7 | 2 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.23% | 0.31% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
1834 INVESTMENT ADVISORS CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.43% | 0.61% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.41% | 0.65% | 0.84% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Joseph P. Lucia & Associates, LLC | 5 | 2 | 0.02% | 0.07% | 0.13% | Q2 2019 | Q2 2022 | 11 |
SevenBridge Financial Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 11 |
ISLAY CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.16% | 0.43% | 0.97% | Q3 2013 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CSS LLC/IL | 7 | 4 | 0.00% | 0.15% | 0.30% | Q4 2013 | Q2 2019 | 11 |
FIRST FOUNDATION ADVISORS | 11 | 11 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q4 2020 | 11 |
Kovack Advisors, Inc. | 9 | 1 | 0.03% | 0.08% | 0.10% | Q2 2017 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Lowe Wealth Advisors, LLC | 10 | 10 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q4 2023 | 10 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 10 |
CORNERSTONE ADVISORS INC | 7 | 1 | 0.03% | 1.10% | 2.63% | Q2 2013 | Q4 2017 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
BANK OF NOVA SCOTIA | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2018 | 10 |
Atlas Brown,Inc. | 10 | 10 | 0.15% | 0.29% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
HBW ADVISORY SERVICES LLC | 9 | 9 | 0.61% | 0.78% | 1.15% | Q3 2021 | Q3 2023 | 9 |
SIGNATUREFD, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Capital Investment Advisory Services, LLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q1 2022 | 9 |
NATIONAL PLANNING CORP | 7 | 1 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q4 2016 | 9 |
WEBSTER BANK, N. A. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CAMDEN NATIONAL BANK | 9 | 9 | 0.05% | 0.10% | 0.15% | Q4 2019 | Q4 2021 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.20% | 0.34% | 0.48% | Q3 2021 | Q3 2023 | 9 |
DFPG INVESTMENTS, LLC | 9 | 9 | 0.10% | 0.26% | 0.44% | Q4 2018 | Q4 2020 | 9 |
OPPENHEIMER & CO INC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 9 |
Biechele Royce Advisors | 8 | 8 | 0.14% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Sterling Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2021 | 8 |
Assured Investment Management LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2015 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Pinnacle Wealth Management Group, Inc. | 8 | 8 | 0.18% | 0.21% | 0.30% | Q2 2021 | Q1 2023 | 8 |
Jacobi Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 5 | 3 | 0.33% | 0.45% | 0.56% | Q1 2018 | Q3 2020 | 8 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 8 | 8 | 0.14% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Parallel Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.06% | 0.17% | Q4 2020 | Q3 2022 | 8 |
JPMORGAN CHASE & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.06% | 0.08% | 0.16% | Q1 2015 | Q3 2016 | 7 |
VSR Financial Services, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q1 2016 | 7 |
Platform Technology Partners | 4 | 1 | 0.10% | 0.18% | 0.29% | Q1 2020 | Q2 2023 | 7 |
MONETARY MANAGEMENT GROUP INC | 5 | 2 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q4 2017 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
Retirement Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
All Season Financial Advisors, Inc. | 5 | 2 | 0.31% | 0.48% | 0.72% | Q3 2021 | Q2 2023 | 7 |
Wellington Shields & Co., LLC | 7 | 7 | 0.05% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Orion Capital Management LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
First PREMIER Bank | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BREITER CAPITAL MANAGEMENT INC | 4 | 3 | 0.11% | 0.14% | 0.19% | Q2 2020 | Q1 2022 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Avion Wealth | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
Wellington Shields Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Trek Financial, LLC | 5 | 2 | 0.02% | 0.23% | 0.65% | Q3 2021 | Q3 2023 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Versant Capital Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
UMB Bank, n.a. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 7 |
Cypress Wealth Services, LLC | 6 | 1 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q4 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Allworth Financial LP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 6 |
Wealthspire Advisors, L.P. | 5 | 1 | 0.00% | 0.01% | 0.08% | Q1 2018 | Q3 2020 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Western Wealth Management, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Mutual Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
FormulaFolio Investments, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q4 2020 | 6 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2016 | 6 |
People's United Financial, Inc. | 4 | 2 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2019 | 6 |
VALLEY NATIONAL ADVISERS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Guild Investment Management, Inc. | 6 | 6 | 0.65% | 2.95% | 4.67% | Q3 2019 | Q4 2020 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AVALON CAPITAL MANAGEMENT | 5 | 5 | 0.20% | 0.21% | 0.22% | Q1 2022 | Q1 2023 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.03% | 0.08% | 0.18% | Q1 2022 | Q4 2023 | 5 |
ASSET MANAGEMENT CORP /IL/ /ADV | 5 | 5 | 0.15% | 0.22% | 0.42% | Q4 2019 | Q4 2020 | 5 |
MUFG Americas Holdings Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 5 |
Evanson Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 5 |
IFG Advisory, LLC | 3 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q1 2023 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 5 |
JANUS HENDERSON GROUP PLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.03% | 0.07% | 0.10% | Q4 2019 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
TRUIST FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Addison Advisors LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 5 |
SIT INVESTMENT ASSOCIATES INC | 3 | 2 | 0.14% | 0.72% | 1.61% | Q4 2015 | Q2 2018 | 5 |
Grove Bank & Trust | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2023 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Balentine LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q1 2016 | Q1 2017 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 3 | 2 | 0.02% | 0.40% | 0.70% | Q4 2015 | Q2 2018 | 5 |
Weiss Asset Management LP | 2 | 1 | 0.03% | 0.08% | 0.13% | Q2 2017 | Q4 2022 | 5 |
Quad-Cities Investment Group, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q3 2019 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Claybrook Capital, LLC | 5 | 5 | 0.29% | 0.70% | 0.97% | Q3 2022 | Q3 2023 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Semus Wealth Partners LLC | 4 | 4 | 0.78% | 0.96% | 1.16% | Q4 2022 | Q3 2023 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 4 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.07% | 0.16% | Q1 2015 | Q4 2017 | 4 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 4 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q1 2019 | Q4 2019 | 4 |
CERTUITY, LLC | 4 | 4 | 0.06% | 0.10% | 0.19% | Q1 2021 | Q4 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Keebeck Wealth Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q1 2021 | 4 |
McIlrath & Eck, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2023 | 4 |
Paralel Advisors LLC | 4 | 4 | 0.50% | 0.57% | 0.61% | Q4 2021 | Q3 2022 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 4 |
FineMark National Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Vigilare Wealth Management | 4 | 4 | 0.24% | 0.31% | 0.36% | Q4 2019 | Q3 2020 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.74% | 0.91% | 1.33% | Q4 2017 | Q3 2018 | 4 |
D'Orazio & Associates, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
JANUS HENDERSON INVESTORS US LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
MILLENNIUM MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Transamerica Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.26% | 0.29% | 0.37% | Q1 2019 | Q4 2019 | 4 |
THOMPSON DAVIS & CO., INC. | 2 | 1 | 0.01% | 0.17% | 0.45% | Q1 2016 | Q4 2021 | 4 |
Maryland Capital Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Castleview Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.33% | 1.26% | 1.75% | Q4 2017 | Q2 2018 | 3 |
Investors Research Corp | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
HANCOCK WHITNEY CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Avantax Planning Partners, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2019 | 3 |
ASSETMARK, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Stevens First Principles Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
ALPS ADVISORS INC | 3 | 3 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q3 2021 | 3 |
TCG Advisors, LP | 3 | 3 | 0.68% | 0.70% | 0.72% | Q4 2018 | Q2 2019 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
MARINER INVESTMENT GROUP LLC | 2 | 1 | 0.29% | 0.46% | 0.63% | Q4 2015 | Q1 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Dana Investment Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.63% | 0.79% | 1.04% | Q4 2017 | Q2 2018 | 3 |
FNY Managed Accounts LLC | 3 | 3 | 0.04% | 0.90% | 2.29% | Q3 2017 | Q1 2018 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.02% | 0.17% | 0.32% | Q1 2019 | Q3 2019 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Karpus Management, Inc. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q3 2018 | 3 |
Rikoon Group, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q2 2020 | 3 |
Relative Value Partners Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q4 2014 | Q2 2015 | 3 |
CLOUGH CAPITAL PARTNERS L P | 3 | 3 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q2 2018 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ClearBridge Investments | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q4 2018 | 3 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q4 2022 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.07% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.34% | 0.34% | 0.35% | Q4 2018 | Q1 2019 | 2 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q4 2021 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.08% | 0.14% | 0.20% | Q2 2023 | Q3 2023 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.08% | 0.12% | 0.16% | Q2 2018 | Q3 2018 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.04% | 0.38% | 0.71% | Q3 2018 | Q1 2019 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2019 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Twin Lakes Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Elequin Capital, LP | 2 | 2 | 0.04% | 0.10% | 0.17% | Q4 2022 | Q1 2023 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Benchmark Wealth Management, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2019 | Q1 2020 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Strategic Family Wealth Counselors, L.L.C. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Lebenthal Holdings,LLC | 2 | 2 | 0.05% | 0.10% | 0.14% | Q1 2016 | Q2 2016 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 2 |
Dynasty Wealth Management, LLC | 2 | 2 | 0.76% | 0.78% | 0.80% | Q2 2018 | Q3 2018 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Penbrook Management LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Smithfield Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Community Financial Services Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 2 |
Intersect Capital LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2017 | Q4 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Gator Capital Management, LLC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q4 2015 | Q4 2015 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2013 | Q2 2013 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HWG Holdings LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
CNB Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Allie Family Office LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Newport Capital Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2017 | Q4 2017 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Archer Investment Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Court Place Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
JLB & ASSOCIATES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
RDA Financial Network | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own REAVES UTIL INCOME FD or have owned REAVES UTIL INCOME FD in the past.