Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
America First Investment Advisors, LLC | 36 | 36 | 0.48% | 0.90% | 1.27% | Q2 2013 | Q1 2022 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
BALDWIN BROTHERS LLC/MA | 36 | 36 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
US BANCORP \DE\ | 18 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 35 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 34 |
GOODWIN DANIEL L | 25 | 1 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q1 2022 | 34 |
STIFEL FINANCIAL CORP | 33 | 33 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Creative Planning | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 32 |
GEODE CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 32 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.05% | 0.06% | Q2 2013 | Q3 2020 | 30 |
NEXT Financial Group, Inc | 24 | 6 | 0.00% | 0.03% | 0.12% | Q2 2014 | Q4 2021 | 30 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 30 |
Cambridge Investment Research Advisors, Inc. | 28 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 29 |
JPMORGAN CHASE & CO | 23 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2022 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2022 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 27 |
DEUTSCHE BANK AG\ | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 26 |
Renaissance Technologies | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
OPPENHEIMER & CO INC | 25 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 26 |
Cutler Group LLC / CA | 21 | 21 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2020 | 25 |
Private Advisor Group, LLC | 16 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2022 | 23 |
LPL Financial LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 23 |
Texas Yale Capital Corp. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 22 |
Janney Montgomery Scott LLC | 16 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2020 | 21 |
GROUP ONE TRADING, L.P. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 21 |
B. Riley Wealth Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2022 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.40% | 0.58% | Q1 2017 | Q1 2022 | 21 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2021 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 20 |
HUNTINGTON NATIONAL BANK | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q4 2013 | 20 |
Allianz Asset Management GmbH | 11 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 20 |
HighTower Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 19 |
Hillsdale Investment Management Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
AllSquare Wealth Management LLC | 17 | 17 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q1 2023 | 17 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 17 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 15 |
SALEM INVESTMENT COUNSELORS INC | 6 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q2 2020 | 15 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q2 2020 | 14 |
Steward Partners Investment Advisory, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 14 |
WEDBUSH SECURITIES INC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2020 | 13 |
Highlander Capital Management, LLC | 13 | 13 | 0.11% | 0.13% | 0.17% | Q2 2013 | Q2 2016 | 13 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 12 |
New England Private Wealth Advisors LLC | 8 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2019 | 12 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 12 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 12 |
SeaCrest Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 12 |
MBM Wealth Consultants, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Aveo Capital Partners, LLC | 6 | 5 | 0.05% | 0.12% | 0.21% | Q4 2016 | Q1 2022 | 11 |
Lehman Financial Resources, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2015 | 11 |
SOA Wealth Advisors, LLC. | 11 | 11 | 0.07% | 0.09% | 0.14% | Q4 2020 | Q2 2023 | 11 |
AMERICAN ASSET MANAGEMENT INC. | 11 | 11 | 0.03% | 0.04% | 0.07% | Q3 2016 | Q1 2019 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2020 | 11 |
&PARTNERS | 6 | 5 | 0.05% | 0.09% | 0.12% | Q2 2019 | Q1 2022 | 11 |
Peregrine Asset Advisers, Inc. | 11 | 11 | 0.51% | 0.67% | 0.82% | Q1 2013 | Q3 2015 | 11 |
TFS CAPITAL LLC | 7 | 3 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q4 2016 | 10 |
CERTUITY, LLC | 10 | 10 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q1 2022 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
OSAIC HOLDINGS, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
AMERIPRISE FINANCIAL INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 9 |
Freestone Capital Holdings, LLC | 9 | 9 | 0.03% | 0.12% | 0.23% | Q1 2020 | Q1 2022 | 9 |
Virtu Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q4 2021 | 9 |
SANDERS MORRIS HARRIS LLC | 9 | 9 | 0.00% | 0.04% | 0.05% | Q1 2020 | Q1 2022 | 9 |
GSA CAPITAL PARTNERS LLP | 5 | 4 | 0.00% | 0.04% | 0.11% | Q3 2016 | Q4 2020 | 9 |
CREDIT SUISSE AG/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Frontier Wealth Management LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
PEAK6 Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 8 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2019 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 7 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q1 2022 | 7 |
BRIDGES INVESTMENT MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
FIFTH THIRD BANCORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q1 2022 | 7 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2020 | 7 |
FLC Capital Advisors | 4 | 3 | 0.02% | 0.07% | 0.13% | Q1 2019 | Q3 2021 | 7 |
Talkot Capital, LLC | 7 | 7 | 1.34% | 2.89% | 5.23% | Q4 2014 | Q2 2016 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.55% | 0.62% | 0.73% | Q2 2013 | Q4 2014 | 7 |
Orinda Asset Management LLC | 7 | 7 | 0.42% | 1.96% | 3.76% | Q1 2014 | Q3 2015 | 7 |
WOLVERINE TRADING, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.04% | 0.14% | 0.21% | Q1 2019 | Q2 2020 | 6 |
Sigma Planning Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Samalin Investment Counsel, LLC | 6 | 6 | 0.21% | 0.57% | 0.69% | Q4 2020 | Q1 2022 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
D.A. DAVIDSON & CO. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 6 |
Russell Investments Group, Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Lumature Wealth Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Pinnacle Summer Investments, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Measured Wealth Private Client Group, LLC | 5 | 5 | 0.13% | 0.22% | 0.28% | Q2 2019 | Q2 2020 | 5 |
Dorsey Wright & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
FIRST NATIONAL BANK OF OMAHA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Northeast Financial Consultants Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
MML INVESTORS SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 5 |
NATIXIS | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q1 2016 | 5 |
Cavalier Investments, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q1 2018 | Q4 2018 | 4 |
RDA Financial Network | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
Cetera Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2018 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Nine Chapters Capital Management LLC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2014 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 4 |
Jefferies Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
Belvedere Trading LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
GOLDMAN SACHS GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Acrospire Investment Management LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q2 2017 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Beacon Financial Advisory LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
XML Financial, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
IFG Advisory, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
JRM Investment Counsel, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q3 2019 | Q1 2020 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 3 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 3 |
All Season Financial Advisors, Inc. | 3 | 3 | 0.22% | 0.24% | 0.27% | Q2 2021 | Q4 2021 | 3 |
GIRARD PARTNERS LTD. | 3 | 3 | 0.03% | 0.05% | 0.08% | Q2 2017 | Q4 2017 | 3 |
Philadelphia Financial Management of San Francisco, LLC | 3 | 3 | 1.15% | 1.28% | 1.41% | Q2 2013 | Q4 2013 | 3 |
CPWM, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q3 2019 | Q1 2020 | 3 |
Koshinski Asset Management, Inc. | 2 | 1 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 3 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 2 |
MCMILLION CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.06% | 0.09% | 0.13% | Q1 2020 | Q2 2020 | 2 |
Forward Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2014 | 2 |
WEALTH EFFECTS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 2 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Royal Capital Wealth Management, LLC | 2 | 2 | 0.39% | 0.40% | 0.41% | Q4 2021 | Q1 2022 | 2 |
1919 Investment Counsel, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
WFG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NORRIS PERNE & FRENCH LLP/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ALERUS FINANCIAL NA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bulldog Investors, LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2012 | Q2 2012 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Anson Funds Management LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2018 | Q3 2018 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Simmons Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
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This page lists all the filers that currently own AMERICA FIRST MULTIFAMILY IN or have owned AMERICA FIRST MULTIFAMILY IN in the past.