Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 31 | 20 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q2 2022 | 51 |
SHUFRO ROSE & CO LLC | 42 | 1 | 0.02% | 0.03% | 0.07% | Q3 2012 | Q3 2023 | 43 |
Windsor Capital Management, LLC | 42 | 42 | 0.09% | 2.03% | 6.04% | Q2 2013 | Q3 2023 | 42 |
Rock Point Advisors, LLC | 42 | 42 | 0.09% | 0.28% | 0.66% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.01% | 0.13% | 1.38% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Evanson Asset Management, LLC | 40 | 40 | 0.14% | 1.58% | 4.43% | Q4 2013 | Q3 2023 | 40 |
JNBA Financial Advisors | 20 | 7 | 0.02% | 0.53% | 1.84% | Q2 2013 | Q3 2023 | 40 |
Gilman Hill Asset Management, LLC | 40 | 40 | 0.02% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 40 | 40 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q2 2023 | 40 |
LPL Financial LLC | 24 | 16 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
ClearBridge Investments | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
AMERIPRISE FINANCIAL INC | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
North Star Investment Management Corp. | 26 | 12 | 0.00% | 0.30% | 1.24% | Q1 2014 | Q3 2023 | 38 |
First City Capital Management, Inc. | 19 | 9 | 0.05% | 0.11% | 0.22% | Q2 2013 | Q1 2023 | 37 |
Family Firm, Inc. | 36 | 36 | 0.26% | 0.70% | 0.92% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 27 | 1 | 0.01% | 0.15% | 0.66% | Q4 2013 | Q3 2023 | 35 |
SMITH, MOORE & CO. | 35 | 35 | 0.05% | 0.11% | 0.19% | Q4 2013 | Q2 2022 | 35 |
CITIGROUP INC | 34 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
Allworth Financial LP | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 34 |
GREATMARK INVESTMENT PARTNERS, INC. | 34 | 34 | 0.06% | 0.41% | 0.77% | Q2 2013 | Q3 2021 | 34 |
Cetera Advisor Networks LLC | 20 | 14 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q2 2022 | 34 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 32 | 2 | 0.23% | 1.45% | 2.54% | Q4 2013 | Q3 2023 | 34 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 33 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
Pekin Hardy Strauss, Inc. | 32 | 32 | 0.01% | 0.98% | 2.64% | Q4 2015 | Q3 2023 | 32 |
M&T BANK CORP | 32 | 32 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2021 | 32 |
Fiera Capital Corp | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
HighTower Advisors, LLC | 27 | 3 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 30 |
SCOTIA CAPITAL INC. | 29 | 29 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2020 | 29 |
Baird Financial Group, Inc. | 29 | 29 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q2 2022 | 29 |
US BANCORP \DE\ | 23 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 29 |
GUGGENHEIM CAPITAL LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2022 | 28 |
Stratos Wealth Partners, LTD. | 19 | 9 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2022 | 28 |
Private Harbour Investment Management & Counsel, LLC | 28 | 28 | 0.09% | 0.26% | 0.42% | Q2 2013 | Q1 2020 | 28 |
Creative Planning | 20 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 28 |
HEADINVEST, LLC | 17 | 11 | 0.01% | 0.08% | 0.21% | Q1 2015 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.01% | 0.13% | Q4 2016 | Q3 2023 | 28 |
THRIVENT FINANCIAL FOR LUTHERANS | 27 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2022 | 28 |
DUNCKER STREETT & CO INC | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2021 | 28 |
Sandy Spring Bank | 14 | 2 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 28 |
Ironwood Financial, llc | 23 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 27 |
BARCLAYS PLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Bartlett & Co. LLC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.01% | 0.10% | 0.17% | Q2 2015 | Q4 2021 | 27 |
BENEDICT FINANCIAL ADVISORS INC | 27 | 27 | 0.02% | 0.12% | 0.18% | Q4 2014 | Q2 2021 | 27 |
Tradewinds Capital Management, LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2020 | 26 |
OARSMAN CAPITAL, INC. | 20 | 6 | 0.02% | 0.12% | 0.20% | Q2 2015 | Q4 2021 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
WESCAP Management Group, Inc. | 25 | 25 | 0.03% | 0.41% | 2.01% | Q2 2016 | Q2 2022 | 25 |
SALEM INVESTMENT COUNSELORS INC | 19 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
EVERGREEN CAPITAL MANAGEMENT LLC | 25 | 25 | 0.01% | 1.15% | 3.56% | Q3 2017 | Q3 2023 | 25 |
1607 Capital Partners, LLC | 24 | 24 | 0.21% | 0.36% | 0.66% | Q4 2015 | Q3 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q1 2019 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.02% | 0.10% | 0.24% | Q4 2017 | Q3 2023 | 24 |
DELTA ASSET MANAGEMENT LLC/TN | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
HBK Sorce Advisory LLC | 24 | 24 | 0.00% | 0.08% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Orca Investment Management, LLC | 24 | 24 | 0.07% | 0.09% | 0.12% | Q4 2013 | Q3 2019 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.12% | 0.41% | 0.60% | Q4 2017 | Q3 2023 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 23 |
GOULD ASSET MANAGEMENT LLC /CA/ | 23 | 23 | 0.03% | 0.87% | 1.10% | Q2 2013 | Q4 2018 | 23 |
Shaker Financial Services, LLC | 7 | 1 | 0.05% | 0.44% | 1.24% | Q4 2013 | Q3 2023 | 23 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 23 | 23 | 0.04% | 0.16% | 0.27% | Q1 2014 | Q3 2019 | 23 |
Marble Harbor Investment Counsel, LLC | 23 | 23 | 0.05% | 0.09% | 0.16% | Q1 2016 | Q3 2021 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
FRONTIER INVESTMENT MGMT CO | 22 | 22 | 0.72% | 1.08% | 1.46% | Q1 2015 | Q2 2020 | 22 |
FORT PITT CAPITAL GROUP, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2021 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
DAVENPORT & Co LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 21 |
Jacobi Capital Management LLC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Koshinski Asset Management, Inc. | 11 | 1 | 0.00% | 0.08% | 0.22% | Q4 2014 | Q1 2022 | 20 |
IFP Advisors, Inc | 14 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 20 |
Kelman-Lazarov, Inc. | 20 | 20 | 0.04% | 2.75% | 4.37% | Q1 2016 | Q4 2020 | 20 |
FIRST HAWAIIAN BANK | 20 | 20 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2018 | 20 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 20 | 20 | 0.05% | 1.31% | 3.56% | Q1 2014 | Q4 2018 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 20 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2022 | 20 |
THOMPSON SIEGEL & WALMSLEY LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Saba Capital Management, L.P. | 15 | 1 | 0.02% | 2.22% | 4.62% | Q4 2013 | Q3 2023 | 19 |
Archford Capital Strategies, LLC | 13 | 6 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2019 | 19 |
Brinker Capital Investments, LLC | 19 | 19 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2017 | 19 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 18 |
Hochman Cole Investment Advisors, Inc. | 18 | 18 | 0.07% | 0.38% | 0.58% | Q3 2016 | Q4 2020 | 18 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 18 |
COHEN & STEERS, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
RAYMOND JAMES TRUST N.A. | 15 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Ledyard National Bank | 11 | 6 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q1 2020 | 17 |
Penserra Capital Management LLC | 8 | 4 | 0.00% | 0.21% | 0.68% | Q4 2015 | Q2 2022 | 17 |
Patriot Financial Group Insurance Agency, LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Avion Wealth | 17 | 17 | 0.00% | 0.22% | 1.65% | Q3 2019 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2020 | 16 |
Diversified Investment Strategies, LLC | 16 | 16 | 0.04% | 0.11% | 0.26% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Sowell Financial Services LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 16 |
PRIVATE MANAGEMENT GROUP INC | 16 | 16 | 0.02% | 0.57% | 0.74% | Q2 2015 | Q1 2019 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MERIDIAN INVESTMENT COUNSEL INC. | 16 | 16 | 0.05% | 0.08% | 0.15% | Q4 2013 | Q3 2017 | 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 13 | 3 | 0.00% | 0.02% | 0.02% | Q3 2014 | Q4 2019 | 16 |
DOLIVER ADVISORS, LP | 9 | 1 | 0.07% | 0.53% | 1.85% | Q3 2013 | Q2 2018 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Cornerstone Wealth Management, LLC | 15 | 1 | 0.02% | 0.10% | 0.27% | Q3 2016 | Q2 2021 | 16 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2022 | 16 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 14 | 1 | 0.00% | 0.11% | 0.21% | Q4 2014 | Q2 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 12 | 3 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q3 2020 | 15 |
KCS Wealth Advisory | 15 | 15 | 0.34% | 1.73% | 3.42% | Q4 2017 | Q2 2021 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CAHILL FINANCIAL ADVISORS INC | 15 | 15 | 0.02% | 0.07% | 0.10% | Q1 2018 | Q3 2021 | 15 |
FIFTH THIRD BANCORP | 9 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 15 |
D'Orazio & Associates, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2017 | 15 |
Sculati Wealth Management, LLC | 15 | 15 | 0.06% | 0.11% | 0.24% | Q1 2020 | Q3 2023 | 15 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 14 | 14 | 0.03% | 0.21% | 0.43% | Q1 2009 | Q2 2012 | 14 |
AQR Arbitrage LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2020 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q2 2022 | 14 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 14 |
New Harbor Financial Group, LLC | 14 | 14 | 0.02% | 2.82% | 4.53% | Q2 2013 | Q3 2016 | 14 |
Vivaldi Capital Management LP | 13 | 1 | 0.00% | 0.63% | 0.94% | Q1 2017 | Q4 2020 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 10 | 1 | 0.03% | 0.25% | 0.42% | Q1 2016 | Q4 2020 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SOL Capital Management CO | 12 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2020 | 13 |
MGO ONE SEVEN LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 13 |
Walleye Trading LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Sigma Planning Corp | 5 | 2 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2019 | 12 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
9258 Wealth Management, LLC | 12 | 12 | 0.02% | 0.07% | 0.14% | Q4 2018 | Q3 2021 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.32% | 0.43% | 0.59% | Q2 2013 | Q1 2016 | 12 |
Cypress Wealth Services, LLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2020 | 12 |
Financial Advantage, Inc. | 12 | 12 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q1 2016 | 12 |
RDA Financial Network | 12 | 12 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q4 2021 | 12 |
Virtu KCG Holdings LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 12 |
Transform Wealth, LLC | 12 | 12 | 0.02% | 0.18% | 0.54% | Q2 2016 | Q1 2019 | 12 |
Walleye Capital LLC | 7 | 1 | 0.00% | 0.03% | 0.13% | Q2 2019 | Q3 2023 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 0.17% | 0.38% | 0.66% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Matisse Capital | 9 | 3 | 0.08% | 0.41% | 0.75% | Q4 2016 | Q3 2020 | 12 |
GEODE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 11 |
DEUTSCHE BANK AG\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 11 |
SII INVESTMENTS INC/WI | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2016 | 11 |
Pinnacle Wealth Planning Services, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 11 |
HOLLENCREST CAPITAL MANAGEMENT | 11 | 11 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q2 2016 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2017 | 11 |
Mutual Advisors, LLC | 7 | 4 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 11 |
A. D. Beadell Investment Counsel, Inc. | 11 | 11 | 0.39% | 0.47% | 0.58% | Q2 2013 | Q4 2015 | 11 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Altman Advisors, Inc. | 11 | 11 | 0.43% | 1.45% | 1.86% | Q1 2018 | Q3 2020 | 11 |
Oxbow Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2021 | 11 |
Horrell Capital Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
St. James Investment Company, LLC | 9 | 2 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q2 2019 | 11 |
WASHINGTON TRUST BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 11 |
CKW FINANCIAL GROUP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2016 | 11 |
Addison Advisors LLC | 10 | 1 | 0.19% | 0.64% | 0.92% | Q4 2020 | Q3 2023 | 11 |
VSR Financial Services, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Kerntke Otto McGlone Wealth Management Group | 10 | 10 | 0.19% | 1.63% | 3.47% | Q4 2019 | Q1 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 10 |
Bulldog Investors, LLP | 4 | 2 | 0.04% | 0.91% | 1.43% | Q4 2020 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.08% | 0.21% | 0.27% | Q2 2018 | Q3 2020 | 10 |
Salient Capital Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
6 Meridian | 5 | 1 | 0.05% | 0.11% | 0.14% | Q4 2017 | Q4 2021 | 10 |
Arete Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.30% | 0.61% | Q2 2016 | Q3 2018 | 10 |
WHITTIER TRUST CO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Arlington Financial Advisors, LLC | 10 | 10 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q1 2020 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Joel Isaacson & Co., LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2012 | Q1 2015 | 10 |
Veritable, L.P. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q4 2014 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 9 |
Trust Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 9 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Cornerstone Financial Partners, LLC | 9 | 9 | 0.62% | 2.30% | 3.22% | Q4 2015 | Q4 2017 | 9 |
RB Capital Management, LLC | 9 | 9 | 0.06% | 2.48% | 4.15% | Q4 2016 | Q4 2018 | 9 |
FORT PITT CAPITAL GROUP INC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Integrated Wealth Management | 9 | 9 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q1 2017 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.03% | 0.04% | 0.08% | Q4 2015 | Q4 2017 | 9 |
REILLY FINANCIAL ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 8 | 8 | 0.07% | 0.10% | 0.15% | Q4 2019 | Q3 2021 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.88% | 2.18% | 4.07% | Q4 2015 | Q3 2017 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q2 2014 | Q1 2016 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
CITY NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Exchange Capital Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q1 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.07% | 0.15% | 0.23% | Q2 2013 | Q1 2015 | 8 |
Global Endowment Management, LP | 8 | 8 | 0.05% | 0.07% | 0.08% | Q2 2014 | Q1 2016 | 8 |
NINE MASTS CAPITAL Ltd | 4 | 1 | 0.01% | 0.06% | 0.28% | Q4 2015 | Q3 2018 | 8 |
SIT INVESTMENT ASSOCIATES INC | 8 | 8 | 0.01% | 0.35% | 0.62% | Q4 2020 | Q3 2022 | 8 |
Almitas Capital LLC | 7 | 1 | 0.70% | 2.98% | 5.73% | Q4 2019 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Maltin Wealth Management, Inc. | 8 | 8 | 0.04% | 0.26% | 1.72% | Q4 2019 | Q3 2021 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
ASSETMARK, INC | 8 | 8 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q2 2017 | 8 |
SIGNET FINANCIAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2020 | 8 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 1.17% | 6.91% | 12.93% | Q2 2013 | Q4 2016 | 8 |
NEWGATE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.20% | 1.31% | 2.50% | Q1 2014 | Q4 2015 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 4 | 1 | 0.01% | 0.23% | 0.43% | Q1 2019 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Hanson & Doremus Investment Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 8 |
JBF Capital, Inc. | 8 | 8 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q2 2017 | 8 |
Cetera Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
TELEMUS CAPITAL, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.10% | 0.20% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q1 2018 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Lehman Financial Resources, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2015 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2014 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Larson Financial Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
CALTON & ASSOCIATES, INC. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
&PARTNERS | 7 | 7 | 0.11% | 0.20% | 0.31% | Q4 2018 | Q2 2020 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
ICON ADVISERS INC/CO | 4 | 3 | 0.18% | 1.75% | 3.00% | Q4 2021 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Carmichael Hill & Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Sutton Wealth Advisors Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2022 | 6 |
CSS LLC/IL | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
BANK OF MONTREAL /CAN/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 6 |
BCWM, LLC | 6 | 6 | 0.28% | 0.77% | 1.36% | Q2 2013 | Q3 2014 | 6 |
Anchor Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.10% | 0.49% | 0.69% | Q4 2019 | Q1 2021 | 6 |
Virtu Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.08% | 0.14% | 0.23% | Q2 2013 | Q3 2014 | 6 |
Alpha Omega Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
RMB Capital Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q3 2015 | Q2 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 5 | 1 | 0.03% | 0.07% | 0.21% | Q4 2018 | Q4 2020 | 6 |
FNY Investment Advisers, LLC | 4 | 2 | 0.01% | 0.04% | 0.07% | Q3 2019 | Q3 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Elgethun Capital Management | 6 | 6 | 0.42% | 0.64% | 0.74% | Q4 2016 | Q1 2018 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WASHINGTON TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 6 |
Narwhal Capital Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2015 | 6 |
Weaver Consulting Group | 6 | 6 | 0.05% | 0.08% | 0.10% | Q1 2019 | Q2 2020 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.05% | 0.22% | Q4 2015 | Q4 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Foresight Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Harbour Capital Advisors, LLC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q4 2023 | 6 |
OTA Financial Group L.P. | 3 | 1 | 0.10% | 0.20% | 0.33% | Q2 2016 | Q1 2018 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
Castle Rock Wealth Management, LLC | 4 | 1 | 0.00% | 0.05% | 0.08% | Q1 2019 | Q2 2020 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 5 |
Edge Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Cordasco Financial Network | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q4 2014 | 5 |
Cutter & CO Brokerage, Inc. | 5 | 5 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q2 2014 | 5 |
Aviance Capital Partners, LLC | 5 | 5 | 0.01% | 0.21% | 0.30% | Q4 2019 | Q4 2020 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 5 |
Waldron Private Wealth LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
NORTHERN TRUST CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 5 |
Ancora Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Aries Wealth Management | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q3 2018 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 4 |
Newman Dignan & Sheerar, Inc. | 4 | 4 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q1 2014 | 4 |
AUGUSTINE ASSET MANAGEMENT INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Monument Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
USCA RIA LLC | 4 | 4 | 0.13% | 0.14% | 0.17% | Q3 2020 | Q2 2021 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 4 |
Bard Financial Services, Inc. | 4 | 4 | 0.89% | 1.02% | 1.25% | Q4 2020 | Q3 2021 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2016 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Aris Wealth Services, Inc. | 4 | 4 | 2.41% | 2.60% | 2.78% | Q1 2014 | Q4 2014 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Legacy Bridge, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
CATAWBA CAPITAL MANAGEMENT /VA | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Summit Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 4 |
TCTC Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
NICOLA WEALTH MANAGEMENT LTD. | 4 | 4 | 2.26% | 2.70% | 3.13% | Q2 2018 | Q1 2019 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q4 2016 | 4 |
ANDERSON HOAGLAND & CO | 4 | 4 | 0.10% | 0.19% | 0.26% | Q4 2020 | Q3 2021 | 4 |
Brouwer & Janachowski, LLC | 4 | 4 | 0.82% | 1.02% | 1.45% | Q4 2013 | Q3 2014 | 4 |
AQR Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
CLOUGH CAPITAL PARTNERS L P | 3 | 1 | 0.05% | 0.23% | 0.63% | Q1 2021 | Q3 2023 | 4 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q4 2014 | Q2 2015 | 3 |
PenderFund Capital Management Ltd. | 2 | 1 | 0.11% | 0.20% | 0.36% | Q1 2018 | Q4 2020 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 3 |
Highland Private Wealth Management | 3 | 3 | 0.07% | 0.09% | 0.13% | Q4 2015 | Q2 2016 | 3 |
Vanguard Capital Wealth Advisors | 3 | 3 | 0.08% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
HM PAYSON & CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2014 | 3 |
LIBRA WEALTH LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BB&T SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 3 |
Retirement Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
TFS CAPITAL LLC | 2 | 1 | 0.01% | 0.04% | 0.05% | Q1 2016 | Q2 2017 | 3 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
NKCFO LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q4 2018 | Q2 2019 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Atlas Wealth LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Fragasso Group Inc. | 3 | 3 | 0.12% | 0.17% | 0.21% | Q1 2015 | Q3 2015 | 3 |
GREAT LAKES ADVISORS, LLC | 2 | 1 | 0.00% | 0.05% | 0.14% | Q1 2014 | Q2 2016 | 3 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
HIGH POINT BANK & TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Telos Capital Management, Inc. | 3 | 3 | 1.46% | 1.67% | 1.81% | Q2 2013 | Q4 2013 | 3 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2019 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2016 | Q3 2016 | 2 |
Suncoast Equity Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RONALD BLUE & CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Round Table Services, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Quantedge Capital Pte Ltd | 2 | 2 | 0.12% | 0.36% | 0.59% | Q4 2020 | Q1 2021 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.12% | 0.15% | Q4 2014 | Q1 2015 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q1 2015 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q2 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.04% | 0.14% | 0.24% | Q4 2018 | Q1 2019 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.32% | 0.35% | 0.37% | Q2 2013 | Q3 2013 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q3 2016 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q1 2016 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Personal Capital Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2015 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
MELFA WEALTH MANAGEMENT, INC. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Patten Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Prosperity Financial Group, Inc. | 2 | 2 | 0.12% | 0.18% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 2 |
Hedeker Wealth, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2016 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2017 | Q3 2017 | 2 |
Woodline Partners LP | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q4 2016 | 2 |
West Coast Asset Management | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q3 2014 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 2 |
LEO BROKERAGE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Firestone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Realta Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2018 | Q4 2018 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
INTREPID FAMILY OFFICE LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2021 | Q4 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
CITY HOLDING CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2014 | Q3 2014 | 1 |
AT Bancorp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Northwest Capital Management Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
XTX Topco Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Quarry LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2014 | Q4 2014 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TOWER BRIDGE ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
DLD Asset Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
New Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Main Street Research LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BENNICAS & ASSOCIATES, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own TEMPLETON GLOBAL INCOME FD or have owned TEMPLETON GLOBAL INCOME FD in the past.