Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOODWIN DANIEL L | 42 | 42 | 0.00% | 0.23% | 0.58% | Q2 2013 | Q3 2023 | 43 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | 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% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 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 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 41 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Capital Investment Advisors, LLC | 37 | 3 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q4 2023 | 40 |
LPL Financial LLC | 24 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 29 | 10 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Invesco Ltd. | 20 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
COHEN & STEERS, INC. | 28 | 10 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Creative Planning | 19 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
THOMPSON SIEGEL & WALMSLEY LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Allworth Financial LP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Advisors Asset Management, Inc. | 16 | 3 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
FCA CORP /TX | 26 | 26 | 0.37% | 0.47% | 0.65% | Q3 2015 | Q4 2021 | 26 |
ROBINSON CAPITAL MANAGEMENT, LLC | 11 | 5 | 0.00% | 2.16% | 5.32% | Q1 2016 | Q3 2023 | 26 |
Corient Capital Partners, LLC | 25 | 25 | 0.02% | 0.06% | 0.16% | Q3 2016 | Q3 2022 | 25 |
North Star Investment Management Corp. | 16 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 25 |
REILLY FINANCIAL ADVISORS, LLC | 23 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 24 |
WASHINGTON TRUST Co | 19 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 24 |
CITIGROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 24 |
Geneos Wealth Management Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2021 | 23 |
HUNTINGTON NATIONAL BANK | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q2 2023 | 23 |
Karpus Management, Inc. | 23 | 23 | 0.02% | 1.52% | 3.37% | Q1 2018 | Q3 2023 | 23 |
Financial Management Professionals, Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
WEBSTER BANK, N. A. | 22 | 22 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2022 | 22 |
CAMBRIDGE TRUST CO | 11 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2023 | 22 |
Johnson Financial Group, Inc. | 20 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 22 |
Veritable, L.P. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 22 |
Anchor Investment Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2023 | 21 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.02% | 0.07% | 0.16% | Q2 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 21 | 21 | 0.08% | 0.19% | 0.28% | Q3 2018 | Q3 2023 | 21 |
HighTower Advisors, LLC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 21 |
1607 Capital Partners, LLC | 21 | 21 | 0.01% | 0.69% | 1.12% | Q3 2018 | Q3 2023 | 21 |
Nuveen Asset Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 21 |
Jacobi Capital Management LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2021 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.22% | 0.42% | 0.69% | Q4 2018 | Q3 2023 | 20 |
ROBERTS GLORE & CO INC /IL/ | 20 | 20 | 0.04% | 0.20% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Financial Architects, Inc | 8 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2020 | 20 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 20 |
Bramshill Investments, LLC | 15 | 4 | 0.61% | 3.03% | 4.50% | Q3 2018 | Q3 2023 | 19 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.02% | 1.13% | 1.73% | Q4 2013 | Q3 2023 | 19 |
Advisory Services Network, LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Dakota Wealth Management | 15 | 4 | 0.01% | 0.27% | 0.63% | Q3 2018 | Q3 2023 | 19 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2018 | 18 |
Fiera Capital Corp | 10 | 8 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2022 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CONNING INC. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
COMMERCE BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Vivaldi Capital Management LP | 17 | 17 | 0.05% | 0.91% | 1.96% | Q3 2019 | Q3 2023 | 17 |
FNY Investment Advisers, LLC | 5 | 2 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 17 |
Cutter & CO Brokerage, Inc. | 12 | 5 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q3 2017 | 17 |
MARINER INVESTMENT GROUP LLC | 10 | 6 | 0.04% | 1.74% | 4.75% | Q4 2013 | Q2 2020 | 16 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 16 |
Keel Point, LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q4 2022 | 16 |
Private Advisor Group, LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 16 |
6 Meridian | 16 | 16 | 0.06% | 0.09% | 0.12% | Q1 2018 | Q4 2021 | 16 |
INGALLS & SNYDER LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2021 | 16 |
Cambridge Investment Research Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 15 |
Family Management Corp | 14 | 1 | 0.04% | 0.29% | 0.74% | Q4 2018 | Q4 2022 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Dynamic Advisor Solutions LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2022 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.01% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
AQR Arbitrage LLC | 7 | 2 | 0.00% | 0.03% | 0.19% | Q1 2018 | Q3 2023 | 15 |
Meridian Wealth Management, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2022 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q4 2016 | 14 |
First Horizon Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
GHP Investment Advisors, Inc. | 11 | 2 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2016 | 13 |
Wealth Alliance Advisory Group, LLC | 12 | 1 | 0.10% | 0.12% | 0.19% | Q4 2017 | Q1 2021 | 13 |
MML INVESTORS SERVICES, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 13 |
PARK AVENUE SECURITIES LLC | 11 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2022 | 13 |
NEXT Financial Group, Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2017 | 13 |
BOKF, NA | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 13 |
Bank of New York Mellon Corp | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 12 |
OPPENHEIMER & CO INC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.03% | 0.06% | 0.12% | Q1 2014 | Q4 2016 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2022 | 12 |
Fairhaven Wealth Management, LLC | 5 | 1 | 0.05% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 12 |
ProVise Management Group, LLC | 8 | 4 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q1 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 11 | 11 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q4 2019 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 5 | 0.03% | 0.04% | 0.10% | Q4 2018 | Q3 2021 | 11 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 11 |
Quadrant Private Wealth Management, LLC | 11 | 11 | 0.06% | 0.11% | 0.17% | Q3 2019 | Q1 2022 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.32% | 0.67% | 1.01% | Q1 2021 | Q3 2023 | 11 |
GFS Advisors, LLC | 9 | 1 | 0.02% | 0.16% | 0.31% | Q1 2016 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2021 | 10 |
Kestra Advisory Services, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 10 |
BELLEVUE ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Accuvest Global Advisors | 10 | 10 | 0.12% | 0.21% | 0.39% | Q4 2014 | Q1 2017 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
NewEdge Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 9 |
Private Capital Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 9 |
Northside Capital Management, LLC | 9 | 9 | 0.06% | 0.12% | 0.16% | Q4 2014 | Q4 2016 | 9 |
FIRST MANHATTAN CO. LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 9 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.06% | 0.16% | 0.44% | Q1 2013 | Q2 2018 | 9 |
Wellspring Financial Advisors, LLC | 5 | 4 | 0.06% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 9 |
M&T BANK CORP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 9 |
SEGALL BRYANT & HAMILL, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
MGO ONE SEVEN LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Gould Capital, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2021 | 8 |
UMB Bank, n.a. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 8 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 8 |
COMERICA BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 8 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2020 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.15% | 0.28% | Q4 2021 | Q3 2023 | 8 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Allianz Asset Management GmbH | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2022 | 7 |
Ironsides Asset Advisors, LLC | 7 | 7 | 0.09% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Jackson, Grant Investment Advisers, Inc. | 5 | 2 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q4 2017 | 7 |
Saba Capital Management, L.P. | 4 | 3 | 0.00% | 0.09% | 0.39% | Q3 2019 | Q3 2023 | 7 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q2 2018 | 7 |
PANAGORA ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LBA Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 7 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 7 | 7 | 0.13% | 0.16% | 0.17% | Q2 2021 | Q4 2022 | 7 |
NATIONAL PLANNING CORP | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
VECTOR WEALTH MANAGEMENT, LLC | 7 | 7 | 3.37% | 5.07% | 6.56% | Q4 2011 | Q2 2013 | 7 |
CIBC Private Wealth Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
First Allied Advisory Services, Inc. | 4 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2020 | 6 |
Heritage Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
TCG Advisory Services, LLC | 6 | 6 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q1 2022 | 6 |
RMB Capital Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q4 2018 | 6 |
BDO Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 6 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Sharkey, Howes & Javer | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Westchester Capital Management, LLC | 6 | 6 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q1 2021 | 6 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Tradewinds Capital Management, LLC | 6 | 6 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2016 | 6 |
CWH Capital Management, Inc. | 6 | 6 | 0.09% | 0.11% | 0.12% | Q3 2015 | Q4 2016 | 6 |
Sandy Spring Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.11% | 0.24% | Q2 2020 | Q3 2022 | 6 |
MACKAY SHIELDS LLC | 5 | 5 | 0.06% | 0.13% | 0.27% | Q4 2013 | Q4 2014 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2016 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.11% | 0.29% | 0.47% | Q4 2019 | Q4 2020 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2018 | 5 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
TCG Advisors, LP | 3 | 2 | 0.11% | 0.13% | 0.19% | Q1 2019 | Q2 2020 | 5 |
Horizon Kinetics | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 5 |
Merriman Wealth Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q4 2019 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AQR Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Secure Asset Management, LLC | 5 | 5 | 0.13% | 0.15% | 0.19% | Q1 2021 | Q1 2022 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
Cito Capital Group, LLC | 5 | 5 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q4 2019 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 4 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2018 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2018 | 4 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2020 | 4 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q4 2022 | 4 |
Ackerman Capital Advisors, LLC | 4 | 4 | 0.01% | 0.35% | 0.90% | Q1 2019 | Q4 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q4 2022 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 4 |
AMERICAN NATIONAL BANK | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 4 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 2.26% | 2.47% | 2.62% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Investors Financial Group, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.05% | 0.14% | Q4 2013 | Q4 2022 | 4 |
Logan Stone Capital, LLC | 4 | 4 | 0.40% | 0.49% | 0.60% | Q4 2022 | Q3 2023 | 4 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 4 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CADENCE BANK NA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
QCI ASSET MANAGEMENT INC/NY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q2 2019 | 3 |
Sigma Planning Corp | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Washington Trust Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Portfolio Strategies Inc | 2 | 1 | 0.18% | 0.21% | 0.26% | Q4 2016 | Q3 2017 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
USCA RIA LLC | 2 | 1 | 0.07% | 0.23% | 0.56% | Q2 2013 | Q4 2015 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Allspring Global Investments Holdings, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 3 |
GEODE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 3 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q1 2019 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 2 |
Liberty Street Advisors, Inc. | 2 | 2 | 2.69% | 2.84% | 2.99% | Q4 2014 | Q1 2015 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 2 |
OTA Financial Group L.P. | 2 | 2 | 0.12% | 0.13% | 0.15% | Q3 2017 | Q4 2017 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 2 |
Bard Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GenTrust, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2018 | Q1 2019 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Hightower 6M Holding, LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q3 2022 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2017 | Q2 2017 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Realta Investment Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2022 | Q2 2022 | 1 |
Occidental Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2018 | Q4 2018 | 1 |
SFMG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2018 | Q3 2018 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2019 | Q4 2019 | 1 |
Eschler Asset Management LLP | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2023 | Q3 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Samson Capital Advisors LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q4 2014 | Q4 2014 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own BLACKROCK MUNIYIELD QLTY FD or have owned BLACKROCK MUNIYIELD QLTY FD in the past.