Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Advisors Asset Management, Inc. | 42 | 42 | 0.05% | 0.14% | 0.39% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 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 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 34 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 32 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
WELLS FARGO & COMPANY/MN | 37 | 4 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Invesco Ltd. | 31 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 40 |
ROYAL BANK OF CANADA | 39 | 39 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 39 |
Capital Investment Advisors, LLC | 28 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2023 | 38 |
Cetera Advisor Networks LLC | 20 | 17 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q2 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Shaker Financial Services, LLC | 8 | 1 | 0.03% | 0.40% | 1.52% | Q3 2013 | Q3 2023 | 31 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 10 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 30 |
RB Capital Management, LLC | 28 | 28 | 0.00% | 0.10% | 0.18% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.01% | 0.04% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Janney Montgomery Scott LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q1 2019 | 24 |
Raymond James Financial Services Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2020 | 23 |
Global Retirement Partners, LLC | 14 | 9 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2022 | 23 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8 | 1 | 0.01% | 0.11% | 0.35% | Q4 2013 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
1607 Capital Partners, LLC | 18 | 3 | 0.02% | 0.16% | 0.37% | Q1 2014 | Q2 2021 | 21 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 17 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2022 | 19 |
OPPENHEIMER & CO INC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2019 | 18 |
CORNERSTONE ADVISORS INC | 16 | 2 | 0.02% | 0.63% | 1.33% | Q3 2013 | Q1 2019 | 18 |
DOLIVER ADVISORS, LP | 7 | 1 | 0.03% | 0.24% | 0.58% | Q3 2013 | Q3 2020 | 17 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
NATIONAL PLANNING CORP | 16 | 16 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q2 2017 | 16 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
HOLLENCREST CAPITAL MANAGEMENT | 8 | 7 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 15 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 15 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
FNY Investment Advisers, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 14 |
NORTHERN TRUST CORP | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2016 | 13 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 13 |
RMB Capital Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.15% | Q1 2015 | Q4 2020 | 13 |
RAYMOND JAMES TRUST N.A. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 12 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q1 2020 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
BB&T SECURITIES, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 12 |
CLOUGH CAPITAL PARTNERS L P | 8 | 2 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q1 2021 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Commonwealth Equity Services, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 12 |
SECURITY NATIONAL TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 12 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q4 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 11 |
Steward Partners Investment Advisory, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 11 |
Stratos Wealth Partners, LTD. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Advisory Services Network, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 8 | 2 | 0.04% | 0.49% | 1.19% | Q3 2015 | Q1 2018 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 8 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2015 | 10 |
FIFTH THIRD BANCORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
DEUTSCHE BANK AG\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 9 |
Ameritas Investment Company, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 9 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Karpus Management, Inc. | 8 | 1 | 0.02% | 0.27% | 0.43% | Q2 2015 | Q1 2020 | 9 |
Cambridge Investment Research Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2022 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Saba Capital Management, L.P. | 6 | 3 | 0.03% | 0.78% | 1.77% | Q4 2016 | Q1 2021 | 9 |
SFI Advisors, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Kercheville Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2022 | 8 |
EULAV Asset Management | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2018 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Bensler, LLC | 8 | 8 | 0.89% | 1.04% | 1.19% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
Rockefeller Capital Management L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 7 |
Horan Securities, Inc. | 5 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
HighTower Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
AQR Arbitrage LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 7 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.04% | 0.06% | Q3 2015 | Q2 2020 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.11% | 0.14% | 0.19% | Q2 2013 | Q4 2014 | 7 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.00% | 0.05% | 0.09% | Q4 2017 | Q4 2020 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
GEODE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2019 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Walleye Capital LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
MUFG Americas Holdings Corp | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 6 |
MGO ONE SEVEN LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 6 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.03% | 0.10% | Q4 2015 | Q3 2019 | 5 |
AMERIPRISE FINANCIAL INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 5 |
TFS CAPITAL LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q2 2016 | 5 |
MidWestOne Financial Group, Inc. | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2020 | 5 |
SIT INVESTMENT ASSOCIATES INC | 5 | 5 | 0.00% | 0.06% | 0.10% | Q4 2016 | Q4 2017 | 5 |
Matisse Capital | 5 | 5 | 0.08% | 0.63% | 1.93% | Q4 2015 | Q4 2016 | 5 |
Concord Wealth Partners | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
BlackRock Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
AQR Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Sheaff Brock Investment Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 4 |
Citadel Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 4 |
KARPAS STRATEGIES, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q1 2015 | 4 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2021 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2021 | 4 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Advisor Resource Council | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Zuckerman Investment Group, LLC | 4 | 4 | 0.08% | 0.11% | 0.12% | Q2 2016 | Q1 2017 | 4 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2021 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 3 |
SOA Wealth Advisors, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Verition Fund Management LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q1 2019 | 3 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 3 |
Quantedge Capital Pte Ltd | 3 | 3 | 0.04% | 0.13% | 0.20% | Q4 2020 | Q2 2021 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 3 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 3 |
Prospera Financial Services Inc | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 3 |
MONROE BANK & TRUST/MI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
BANK HAPOALIM BM | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
apricus wealth, LLC | 2 | 2 | 0.11% | 0.16% | 0.21% | Q4 2021 | Q1 2022 | 2 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2014 | Q2 2014 | 2 |
SWS Partners | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 0.06% | 0.09% | 0.13% | Q4 2021 | Q1 2022 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.31% | 0.32% | 0.33% | Q4 2013 | Q1 2014 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q1 2016 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2021 | Q1 2021 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Front Row Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2014 | Q1 2014 | 1 |
RPO LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2023 | Q2 2023 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SOL Capital Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Armor Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Cornerstone Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
RBO & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
External links
This page lists all the filers that currently own WELLS FARGO GLOBAL DIVIDEND or have owned WELLS FARGO GLOBAL DIVIDEND in the past.