Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
UBS Group AG | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
MORGAN STANLEY | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
CITIGROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 29 | 29 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 19 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
GUGGENHEIM CAPITAL LLC | 20 | 8 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 24 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 26 |
CENTAURUS FINANCIAL, INC. | 22 | 22 | 0.04% | 0.73% | 1.74% | Q2 2018 | Q3 2023 | 22 |
Mascoma Wealth Management LLC | 12 | 10 | 0.02% | 0.12% | 0.32% | Q2 2017 | Q3 2023 | 22 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.03% | 0.21% | Q3 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Tortoise Investment Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2021 | 21 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
DOLIVER ADVISORS, LP | 10 | 1 | 0.02% | 0.20% | 1.18% | Q3 2016 | Q4 2023 | 19 |
Thomas J. Herzfeld Advisors, Inc. | 16 | 3 | 0.00% | 0.08% | 0.57% | Q3 2016 | Q3 2023 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
Shulman DeMeo Asset Management LLC | 10 | 8 | 0.03% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 18 |
B. Riley Wealth Advisors, Inc. | 15 | 2 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 17 |
Focused Wealth Management, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 16 |
Choate Investment Advisors | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 16 |
Sigma Planning Corp | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Sheaff Brock Investment Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 15 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.10% | 0.14% | 0.18% | Q4 2019 | Q1 2023 | 14 |
Advisor Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
Selective Wealth Management, Inc. | 13 | 1 | 0.00% | 0.02% | 0.16% | Q3 2018 | Q3 2022 | 14 |
Creative Planning | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
Invesco Ltd. | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2021 | 12 |
CIBC Private Wealth Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
Advisory Services Network, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Mosaic Family Wealth, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
HOLLENCREST CAPITAL MANAGEMENT | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Janney Montgomery Scott LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 10 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.03% | 0.10% | 0.19% | Q4 2018 | Q3 2023 | 10 |
CLOUGH CAPITAL PARTNERS L P | 5 | 1 | 0.04% | 0.41% | 0.84% | Q4 2018 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Ameritas Investment Company, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 9 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 9 |
SeaCrest Wealth Management, LLC | 8 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Lido Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 8 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 8 |
Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 8 |
STEPHENS INC /AR/ | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Cambridge Investment Research Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 8 |
OPPENHEIMER & CO INC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2019 | 8 |
Spire Wealth Management | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
SIT INVESTMENT ASSOCIATES INC | 7 | 7 | 0.01% | 0.60% | 1.05% | Q1 2022 | Q3 2023 | 7 |
IFP Advisors, Inc | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 7 |
Baird Financial Group, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 7 |
Bulldog Investors, LLP | 7 | 7 | 0.17% | 0.68% | 1.02% | Q1 2022 | Q3 2023 | 7 |
WEDBUSH SECURITIES INC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q2 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.48% | 0.96% | 1.38% | Q3 2016 | Q3 2023 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Advisors Asset Management, Inc. | 7 | 7 | 0.02% | 0.08% | 0.13% | Q4 2019 | Q2 2021 | 7 |
Kovack Advisors, Inc. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2023 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
AQR Arbitrage LLC | 5 | 2 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 7 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Parkside Financial Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2019 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 6 |
Karpus Management, Inc. | 3 | 3 | 0.00% | 0.28% | 0.75% | Q3 2016 | Q3 2023 | 6 |
CSS LLC/IL | 5 | 1 | 0.00% | 0.12% | 0.20% | Q3 2016 | Q3 2023 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Yakira Capital Management, Inc. | 5 | 5 | 2.37% | 3.02% | 3.45% | Q3 2022 | Q3 2023 | 5 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 5 |
Live Your Vision, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
NOMURA HOLDINGS INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.05% | 0.28% | 0.60% | Q4 2016 | Q3 2023 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Watson Rebecca | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2020 | 4 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 4 |
Almitas Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
US BANCORP \DE\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Shaker Financial Services, LLC | 4 | 4 | 0.03% | 0.14% | 0.45% | Q4 2022 | Q3 2023 | 4 |
San Luis Wealth Advisors LLC | 4 | 4 | 0.08% | 0.16% | 0.26% | Q4 2021 | Q3 2022 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
JNBA Financial Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Bank of New Hampshire | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Elequin Capital, LP | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Financial Management Professionals, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Willingdon Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
1607 Capital Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q1 2017 | 3 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q1 2021 | 3 |
Woodline Partners LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Quarry LP | 3 | 3 | 0.17% | 0.29% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Relative Value Partners Group, LLC | 2 | 1 | 0.05% | 1.34% | 2.06% | Q3 2016 | Q3 2023 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 3 |
WealthTrust Fairport, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
STEPH & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 2 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Adams Wealth Management | 2 | 2 | 0.23% | 0.25% | 0.26% | Q4 2019 | Q1 2020 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.08% | 0.13% | Q3 2016 | Q4 2016 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q1 2020 | 2 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
XML SECURITIES, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Ursa Fund Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2022 | Q3 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Tradewinds, LLC. | 1 | 1 | 2.82% | 2.82% | 2.82% | Q4 2022 | Q4 2022 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Flow State Investments, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own VIRTUS GLOBAL DIVID INCOME F or have owned VIRTUS GLOBAL DIVID INCOME F in the past.