Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 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 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GOODWIN DANIEL L | 42 | 42 | 0.08% | 0.22% | 0.39% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 23 | 18 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 12 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Capital Investment Advisors, LLC | 31 | 6 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q4 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
Raymond James Financial Services Advisors, Inc. | 32 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 36 |
SIT INVESTMENT ASSOCIATES INC | 35 | 35 | 0.01% | 0.04% | 0.10% | Q1 2015 | Q3 2023 | 35 |
Advisors Asset Management, Inc. | 22 | 12 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 34 |
Oakworth Capital, Inc. | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
BANK OF MONTREAL /CAN/ | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Perkins Coie Trust Co | 29 | 29 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 29 |
AMERIPRISE FINANCIAL INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 29 |
Covenant Asset Management, LLC | 28 | 28 | 0.14% | 0.88% | 1.42% | Q4 2016 | Q3 2023 | 28 |
Invesco Ltd. | 12 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q3 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 25 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 9 | 1 | 0.01% | 0.06% | 0.23% | Q4 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MGO ONE SEVEN LLC | 21 | 2 | 0.01% | 0.10% | 0.29% | Q4 2017 | Q3 2023 | 23 |
Fiera Capital Corp | 12 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 23 |
Tradewinds Capital Management, LLC | 22 | 22 | 0.09% | 0.40% | 0.72% | Q4 2013 | Q1 2019 | 22 |
Karpus Management, Inc. | 12 | 4 | 0.01% | 0.34% | 0.80% | Q3 2014 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Greytown Advisors Inc. | 21 | 21 | 0.20% | 0.41% | 0.58% | Q3 2018 | Q3 2023 | 21 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 15 | 2 | 0.03% | 0.30% | 0.61% | Q2 2013 | Q3 2023 | 21 |
CENTRAL TRUST Co | 18 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 21 |
Private Advisor Group, LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2020 | 20 |
BB&T SECURITIES, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2019 | 19 |
Sowell Financial Services LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2023 | 18 |
Gradient Investments LLC | 11 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
OPPENHEIMER & CO INC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2019 | 18 |
CONNING INC. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
ROBINSON CAPITAL MANAGEMENT, LLC | 5 | 3 | 0.07% | 0.90% | 1.34% | Q1 2016 | Q3 2023 | 16 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 16 | 16 | 0.02% | 0.06% | 0.14% | Q3 2018 | Q2 2022 | 16 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BOKF, NA | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 15 |
6 Meridian | 14 | 14 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q1 2021 | 14 |
Choate Investment Advisors | 14 | 14 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2022 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Stonebridge Capital Advisors LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Ironwood Financial, llc | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 13 |
First Allied Advisory Services, Inc. | 9 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 13 |
Cito Capital Group, LLC | 13 | 13 | 0.12% | 0.15% | 0.17% | Q3 2017 | Q3 2020 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q2 2016 | 13 |
Baird Financial Group, Inc. | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2021 | 12 |
AQR Arbitrage LLC | 6 | 2 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 12 |
Oxbow Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2021 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.11% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Roble, Belko & Company, Inc | 11 | 11 | 0.04% | 0.18% | 0.23% | Q2 2015 | Q4 2017 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.30% | 0.51% | 0.77% | Q1 2021 | Q3 2023 | 11 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 11 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.08% | 0.21% | 0.51% | Q1 2013 | Q2 2018 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 11 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2018 | 11 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 11 |
COHEN & STEERS, INC. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 11 |
Burt Wealth Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.11% | 0.19% | Q4 2020 | Q1 2023 | 10 |
North Star Investment Management Corp. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
MARINER INVESTMENT GROUP LLC | 6 | 4 | 0.17% | 0.33% | 0.65% | Q4 2013 | Q3 2019 | 10 |
Dakota Wealth Management | 10 | 10 | 0.13% | 0.20% | 0.25% | Q3 2018 | Q4 2020 | 10 |
MACKAY SHIELDS LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2022 | 9 |
Powell Investment Advisors, LLC | 9 | 9 | 0.37% | 0.52% | 0.74% | Q4 2019 | Q4 2021 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2020 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 1.12% | 1.28% | 1.51% | Q4 2021 | Q3 2023 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q1 2012 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Ackerman Capital Advisors, LLC | 4 | 1 | 0.01% | 0.21% | 0.81% | Q1 2019 | Q4 2022 | 7 |
MOSELEY INVESTMENT MANAGEMENT INC | 7 | 7 | 0.14% | 0.17% | 0.22% | Q4 2020 | Q2 2022 | 7 |
Argentus Capital Management, LLC | 7 | 7 | 0.05% | 0.09% | 0.11% | Q2 2013 | Q4 2014 | 7 |
NATIONAL PLANNING CORP | 6 | 1 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q4 2015 | 7 |
1607 Capital Partners, LLC | 7 | 7 | 0.07% | 0.24% | 0.33% | Q3 2014 | Q1 2016 | 7 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Salomon & Ludwin, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.02% | 0.12% | Q3 2013 | Q4 2020 | 6 |
XML Financial, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 6 |
Vivaldi Capital Management LP | 6 | 6 | 0.22% | 0.35% | 0.50% | Q2 2019 | Q3 2020 | 6 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Concert Wealth Management Inc. | 4 | 2 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2016 | 6 |
Allegheny Financial Group LTD | 6 | 6 | 0.16% | 0.43% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Platform Technology Partners | 5 | 5 | 0.08% | 0.11% | 0.13% | Q4 2019 | Q4 2020 | 5 |
PANAGORA ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NORTHERN TRUST CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 5 |
HighTower Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2015 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Syverson Strege & Co | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Ledyard National Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 5 |
Regent Investment Management LLC | 5 | 5 | 0.13% | 0.14% | 0.14% | Q4 2013 | Q4 2014 | 5 |
GFG Capital, LLC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q4 2022 | 5 |
RMB Capital Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 5 |
ELEMENT POINTE ADVISORS, LLC | 4 | 1 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q3 2022 | 5 |
SANDERS MORRIS HARRIS LLC | 3 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2020 | 5 |
Logan Stone Capital, LLC | 4 | 4 | 0.42% | 0.57% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.04% | 0.09% | Q4 2013 | Q4 2022 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Horizon Kinetics | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Zions Bancorporation, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
PEAPACK GLADSTONE FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
NexWave Capital Partners LLC | 2 | 1 | 0.71% | 0.78% | 0.88% | Q4 2019 | Q4 2020 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Community Capital Management, LLC | 3 | 3 | 0.63% | 0.74% | 0.93% | Q4 2018 | Q2 2019 | 3 |
Private Capital Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
1832 Asset Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2015 | 3 |
Americana Partners, LLC | 3 | 3 | 0.42% | 0.89% | 1.13% | Q1 2023 | Q3 2023 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q1 2019 | 3 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NWAM LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 2 |
CITY HOLDING CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.06% | 0.12% | Q4 2016 | Q4 2021 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
AQR Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Samson Capital Advisors LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2015 | Q3 2015 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2014 | Q2 2014 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Argent Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
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This page lists all the filers that currently own BLACKROCK MUNICIPL INC QLTY or have owned BLACKROCK MUNICIPL INC QLTY in the past.