Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MCF Advisors LLC | 40 | 7 | 0.00% | 0.01% | 0.02% | Q4 2011 | Q3 2023 | 47 |
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 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Advisors, LLC | 41 | 41 | 0.02% | 0.10% | 0.19% | Q4 2013 | Q4 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 38 |
GUGGENHEIM CAPITAL LLC | 36 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Tradewinds Capital Management, LLC | 22 | 10 | 0.00% | 0.26% | 0.52% | Q4 2013 | Q1 2022 | 32 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 11 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2022 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 9 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 31 |
Invesco Ltd. | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 30 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2020 | 30 |
ROCKY MOUNTAIN ADVISERS, LLC | 30 | 30 | 0.11% | 0.37% | 0.67% | Q2 2015 | Q3 2022 | 30 |
SIT INVESTMENT ASSOCIATES INC | 20 | 1 | 0.01% | 0.03% | 0.22% | Q2 2013 | Q3 2022 | 30 |
Arete Wealth Advisors, LLC | 29 | 29 | 0.03% | 0.15% | 0.44% | Q3 2016 | Q3 2023 | 29 |
Karpus Management, Inc. | 23 | 1 | 0.01% | 0.22% | 0.53% | Q2 2015 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Edmonds Duncan Registered Investment Advisors, LLC | 29 | 29 | 0.26% | 0.53% | 0.94% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.25% | 0.47% | 0.72% | Q4 2016 | Q3 2023 | 28 |
BRYN MAWR TRUST Co | 28 | 28 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q4 2019 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
HighTower Advisors, LLC | 21 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
PARK AVENUE SECURITIES LLC | 25 | 25 | 0.00% | 0.02% | 0.13% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Creative Planning | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 24 |
1607 Capital Partners, LLC | 24 | 24 | 0.13% | 0.49% | 0.96% | Q4 2017 | Q3 2023 | 24 |
SEGALL BRYANT & HAMILL, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2021 | 23 |
STIFEL FINANCIAL CORP | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 23 |
WHITTIER TRUST CO OF NEVADA INC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
Vivaldi Capital Management LP | 13 | 2 | 0.00% | 1.15% | 2.06% | Q1 2017 | Q3 2023 | 22 |
Thomas J. Herzfeld Advisors, Inc. | 22 | 22 | 0.04% | 0.10% | 0.24% | Q3 2015 | Q4 2020 | 22 |
Fiera Capital Corp | 12 | 10 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2021 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Pflug Koory, LLC | 21 | 21 | 0.08% | 0.12% | 0.15% | Q1 2018 | Q1 2023 | 21 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 20 | 20 | 0.03% | 0.08% | 0.13% | Q3 2018 | Q2 2023 | 20 |
WEDBUSH SECURITIES INC | 12 | 8 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 20 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8 | 1 | 0.02% | 0.05% | 0.11% | Q1 2015 | Q3 2023 | 20 |
Greenwich Wealth Management LLC | 20 | 20 | 0.02% | 0.10% | 0.21% | Q4 2018 | Q3 2023 | 20 |
ROBINSON CAPITAL MANAGEMENT, LLC | 12 | 2 | 0.14% | 1.60% | 2.70% | Q4 2015 | Q1 2023 | 20 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
HOLLENCREST CAPITAL MANAGEMENT | 19 | 19 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q2 2018 | 19 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2020 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
OPPENHEIMER & CO INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2019 | 17 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 17 |
Wakefield Asset Management LLLP | 17 | 17 | 0.30% | 0.70% | 0.97% | Q3 2018 | Q3 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 17 |
RAYMOND JAMES TRUST N.A. | 14 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 17 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 17 |
6 Meridian | 17 | 17 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q4 2021 | 17 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 1.79% | 2.73% | 4.03% | Q4 2019 | Q3 2023 | 16 |
CITIGROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 16 |
Aviance Capital Partners, LLC | 15 | 15 | 0.07% | 0.12% | 0.16% | Q3 2019 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Dakota Wealth Management | 10 | 4 | 0.02% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 14 |
SMH CAPITAL ADVISORS INC | 10 | 4 | 0.19% | 0.32% | 0.77% | Q4 2019 | Q3 2023 | 14 |
Moors & Cabot, Inc. | 14 | 14 | 0.03% | 0.08% | 0.12% | Q1 2020 | Q2 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 13 |
CX Institutional | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Beacon Pointe Advisors, LLC | 6 | 2 | 0.00% | 0.12% | 0.37% | Q1 2020 | Q3 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Segment Wealth Management, LLC | 12 | 12 | 0.08% | 0.19% | 0.28% | Q2 2013 | Q1 2016 | 12 |
ProVise Management Group, LLC | 12 | 12 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
FormulaFolio Investments, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q2 2018 | 12 |
AQR Arbitrage LLC | 6 | 6 | 0.00% | 0.02% | 0.10% | Q1 2018 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 12 |
RMB Capital Management, LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2018 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DOLIVER ADVISORS, LP | 6 | 2 | 0.09% | 0.22% | 0.56% | Q1 2013 | Q2 2018 | 11 |
Jupiter Wealth Management LLC | 11 | 11 | 0.12% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.13% | 0.22% | Q4 2020 | Q1 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 9 |
Proficio Capital Partners LLC | 9 | 9 | 0.01% | 0.14% | 0.22% | Q4 2015 | Q4 2017 | 9 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
NEXT Financial Group, Inc | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2017 | 9 |
FIFTH THIRD BANCORP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 9 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 9 |
Avior Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 8 |
Perkins Coie Trust Co | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2016 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
CULLEN/FROST BANKERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 7 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Ironsides Asset Advisors, LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Quad-Cities Investment Group, LLC | 7 | 7 | 0.07% | 0.09% | 0.18% | Q1 2018 | Q3 2019 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2018 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BESSEMER GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.02% | 0.27% | 0.49% | Q1 2022 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.03% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
First PREMIER Bank | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Patten Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Advisory Services Network, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.08% | 0.43% | Q3 2013 | Q4 2020 | 6 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 5 |
Legacy Bridge, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q2 2021 | 5 |
Geneos Wealth Management Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 5 |
Logan Stone Capital, LLC | 5 | 5 | 0.20% | 1.24% | 1.94% | Q3 2022 | Q3 2023 | 5 |
Saba Capital Management, L.P. | 4 | 1 | 0.02% | 0.12% | 0.38% | Q2 2019 | Q3 2023 | 5 |
MOTCO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
CFO4Life, L.P. | 5 | 5 | 0.21% | 0.26% | 0.36% | Q4 2015 | Q4 2016 | 5 |
TRUE Private Wealth Advisors | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 5 |
Yellowstone Partners, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2014 | Q1 2015 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2018 | 5 |
MARINER INVESTMENT GROUP LLC | 3 | 2 | 0.25% | 0.32% | 0.38% | Q4 2018 | Q3 2022 | 5 |
Cambridge Investment Research Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2016 | 5 |
Pine River Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 5 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
NEWGATE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.35% | 1.52% | 2.30% | Q1 2015 | Q2 2016 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.10% | 0.17% | 0.21% | Q4 2018 | Q3 2019 | 4 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 4 |
Ackerman Capital Advisors, LLC | 2 | 1 | 0.00% | 0.05% | 0.16% | Q1 2019 | Q4 2022 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q3 2016 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.78% | 0.92% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Pekin Hardy Strauss, Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2021 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.18% | 0.21% | 0.24% | Q2 2013 | Q1 2014 | 4 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.54% | 0.59% | 0.66% | Q4 2022 | Q3 2023 | 4 |
1776 Wealth LLC | 3 | 3 | 0.06% | 0.08% | 0.08% | Q4 2019 | Q2 2020 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2015 | 3 |
Horizon Kinetics | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
OTA Financial Group L.P. | 1 | 1 | 0.19% | 0.33% | 0.60% | Q2 2013 | Q4 2022 | 3 |
Liberty Street Advisors, Inc. | 3 | 3 | 3.92% | 4.26% | 4.52% | Q1 2015 | Q3 2015 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q1 2018 | 3 |
Crestwood Advisors Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q1 2018 | 3 |
CFO4Life Group, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
AFS Financial Group, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 2 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2016 | 2 |
Sageworth Trust Co | 2 | 2 | 0.75% | 0.79% | 0.83% | Q3 2013 | Q4 2013 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2016 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Magnetar Financial LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q1 2014 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2020 | 2 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2013 | Q1 2013 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
NWAM LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2013 | Q4 2013 | 1 |
Samson Capital Advisors LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2015 | Q3 2015 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
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This page lists all the filers that currently own ALLIANCEBERNSTEIN NATL MUNI or have owned ALLIANCEBERNSTEIN NATL MUNI in the past.