Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
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% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /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 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 29 | 12 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.30% | 0.47% | 0.75% | Q4 2013 | Q3 2023 | 40 |
FIRST TRUST ADVISORS LP | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
AMERIPRISE FINANCIAL INC | 36 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Invesco Ltd. | 17 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 37 |
LPL Financial LLC | 21 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 28 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
HighTower Advisors, LLC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
Capital Investment Advisors, LLC | 29 | 29 | 0.05% | 0.10% | 0.16% | Q4 2013 | Q4 2020 | 29 |
Nuveen Asset Management, LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2020 | 29 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.22% | 0.31% | 0.45% | Q2 2013 | Q4 2019 | 27 |
Ironwood Financial, llc | 23 | 3 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2021 | 26 |
Formidable Asset Management, LLC | 15 | 1 | 0.02% | 0.07% | 0.14% | Q3 2013 | Q3 2022 | 26 |
BANK OF MONTREAL /CAN/ | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 25 |
CITIGROUP INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 25 |
BESSEMER GROUP INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 25 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.14% | 0.36% | 0.54% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Sheaff Brock Investment Advisors, LLC | 16 | 8 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 24 |
Wealth Alliance Advisory Group, LLC | 22 | 1 | 0.03% | 0.24% | 0.46% | Q4 2017 | Q3 2023 | 23 |
ClearBridge Investments | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
ROBINSON CAPITAL MANAGEMENT, LLC | 12 | 3 | 0.32% | 1.82% | 3.64% | Q1 2016 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 20 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 16 | 5 | 0.00% | 0.00% | 0.00% | Q4 2011 | Q3 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Fairhaven Wealth Management, LLC | 17 | 2 | 0.05% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 19 |
PITTENGER & ANDERSON INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
SIT INVESTMENT ASSOCIATES INC | 9 | 1 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q1 2023 | 17 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.07% | 0.30% | 0.47% | Q3 2019 | Q3 2023 | 17 |
Private Advisor Group, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2020 | 16 |
Financial Architects, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2016 | 15 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.23% | 0.29% | 0.34% | Q4 2013 | Q4 2017 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2020 | 14 |
PARK AVENUE SECURITIES LLC | 7 | 2 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2022 | 14 |
Sandy Spring Bank | 11 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 14 |
Advisors Asset Management, Inc. | 13 | 13 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q4 2020 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 3 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 13 |
Essex Financial Services, Inc. | 13 | 13 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q2 2016 | 13 |
Mathes Company, Inc. | 11 | 2 | 0.07% | 0.31% | 0.39% | Q2 2020 | Q3 2023 | 13 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.02% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 13 |
COHEN & STEERS, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2020 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
SYNOVUS FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
OPPENHEIMER & CO INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2022 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q4 2021 | 12 |
Kestra Advisory Services, LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Bramshill Investments, LLC | 12 | 12 | 0.25% | 1.57% | 3.41% | Q3 2018 | Q2 2021 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.06% | 0.09% | 0.13% | Q1 2018 | Q4 2020 | 12 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
NORTHERN TRUST CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ROCKLAND TRUST CO | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2020 | 11 |
Summit Trail Advisors, LLC | 8 | 1 | 0.01% | 0.08% | 0.18% | Q2 2020 | Q3 2023 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2022 | 11 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 10 |
Cedar Brook Financial Partners, LLC | 10 | 10 | 0.24% | 0.33% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.11% | 0.21% | 0.39% | Q4 2015 | Q1 2018 | 10 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 10 |
AQR Arbitrage LLC | 6 | 1 | 0.00% | 0.04% | 0.15% | Q2 2018 | Q3 2023 | 10 |
CAMBRIDGE TRUST CO | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2016 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Legacy Wealth Planning, LLC | 9 | 9 | 0.18% | 0.21% | 0.25% | Q3 2020 | Q3 2022 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.01% | 0.77% | 1.42% | Q1 2021 | Q1 2023 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2018 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
FMR LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 9 |
DEUTSCHE BANK AG\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 9 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.00% | 0.10% | 0.16% | Q2 2020 | Q2 2022 | 9 |
Ackerman Capital Advisors, LLC | 7 | 1 | 0.00% | 0.26% | 0.42% | Q2 2019 | Q3 2023 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
MARINER INVESTMENT GROUP LLC | 3 | 2 | 0.08% | 0.74% | 1.59% | Q4 2013 | Q3 2022 | 8 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.16% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Accel Wealth Management | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.23% | 0.31% | 0.40% | Q4 2021 | Q3 2023 | 8 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.07% | 0.23% | 0.35% | Q3 2014 | Q1 2018 | 7 |
HM PAYSON & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
PANAGORA ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 7 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 7 | 7 | 0.13% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Strid Group, LLC | 5 | 2 | 0.15% | 0.18% | 0.26% | Q4 2015 | Q3 2017 | 7 |
180 WEALTH ADVISORS, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
WFG Advisors, LP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
VisionPoint Advisory Group, LLC | 6 | 1 | 0.03% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 7 |
US BANCORP \DE\ | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 7 |
Cambridge Investment Research Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 7 |
Addison Capital Co | 6 | 6 | 0.12% | 0.15% | 0.17% | Q3 2019 | Q4 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
1607 Capital Partners, LLC | 3 | 3 | 0.00% | 0.09% | 0.13% | Q3 2018 | Q2 2023 | 6 |
Evercore Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 6 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 6 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.68% | 1.45% | Q2 2022 | Q3 2023 | 6 |
Royal Fund Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 6 |
RFG Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
VERUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 5 |
Spire Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q4 2023 | 5 |
First City Capital Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Realta Investment Advisors | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
OTA Financial Group L.P. | 3 | 1 | 0.16% | 0.27% | 0.53% | Q2 2016 | Q3 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q1 2017 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
AlphaCentric Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2018 | Q3 2019 | 5 |
AdvisorNet Financial, Inc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 1.02% | 1.05% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 4 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Cito Capital Group, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2019 | Q3 2022 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q2 2016 | 4 |
Karpus Management, Inc. | 4 | 4 | 0.71% | 0.84% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.69% | 0.74% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Fiera Capital Corp | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Aviance Capital Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q4 2020 | 4 |
Wellspring Financial Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Avion Wealth | 4 | 4 | 0.02% | 1.49% | 3.09% | Q3 2019 | Q2 2020 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.15% | 0.22% | 0.24% | Q4 2020 | Q3 2021 | 4 |
Dakota Wealth Management | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
MANGROVE PARTNERS IM, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Logan Stone Capital, LLC | 4 | 4 | 0.65% | 1.33% | 1.85% | Q4 2022 | Q3 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 4 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
Mascoma Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q4 2017 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q3 2017 | Q1 2018 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 3 | 3 | 0.08% | 0.10% | 0.16% | Q2 2018 | Q4 2018 | 3 |
ACG Wealth | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q1 2017 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q2 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Woodline Partners LP | 3 | 3 | 0.03% | 0.06% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Liberty Street Advisors, Inc. | 3 | 3 | 1.37% | 3.08% | 4.09% | Q4 2014 | Q2 2015 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q1 2018 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2018 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
First Command Bank | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q1 2017 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2018 | Q3 2018 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Saba Capital Management, L.P. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Hefty Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 2 |
NEWGATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.59% | 0.81% | 1.03% | Q2 2014 | Q3 2014 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
NEIRG Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Schoolcraft Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Riverview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Price Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own BLACKROCK MUN INCOME TR or have owned BLACKROCK MUN INCOME TR in the past.