Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 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 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Advisors, LLC | 41 | 41 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2023 | 41 |
HighTower Advisors, LLC | 33 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 31 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 31 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 39 |
FIFTH THIRD BANCORP | 20 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
COHEN & STEERS, INC. | 16 | 10 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
GUGGENHEIM CAPITAL LLC | 23 | 4 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 35 |
Janney Montgomery Scott LLC | 25 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 34 |
Advisors Asset Management, Inc. | 30 | 3 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2023 | 32 |
BANK OF MONTREAL /CAN/ | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
LPL Financial LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
Nuveen Asset Management, LLC | 30 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
M&T BANK CORP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Cornerstone Advisory, LLC | 26 | 2 | 0.18% | 0.63% | 1.29% | Q4 2015 | Q3 2023 | 28 |
GM Advisory Group, LLC | 28 | 28 | 0.03% | 0.13% | 0.49% | Q4 2013 | Q3 2020 | 28 |
SIT INVESTMENT ASSOCIATES INC | 10 | 1 | 0.01% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 27 |
Private Advisor Group, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 27 |
Hanson & Doremus Investment Management | 25 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 27 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 25 |
Greytown Advisors Inc. | 25 | 25 | 0.07% | 0.48% | 0.98% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 24 |
Wealth Alliance Advisory Group, LLC | 22 | 1 | 0.04% | 0.21% | 0.48% | Q4 2017 | Q3 2023 | 23 |
ROBINSON CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.74% | 2.15% | 3.69% | Q1 2016 | Q3 2023 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2019 | 23 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.24% | 0.58% | Q4 2014 | Q1 2020 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NWAM LLC | 16 | 5 | 0.02% | 0.07% | 0.11% | Q2 2014 | Q3 2019 | 21 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.06% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 20 |
ENTERPRISE FINANCIAL SERVICES CORP | 20 | 20 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q2 2018 | 20 |
First City Capital Management, Inc. | 11 | 1 | 0.07% | 0.09% | 0.13% | Q1 2014 | Q3 2023 | 19 |
FIRST TRUST ADVISORS LP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Sonora Investment Management, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 19 |
HUNTINGTON NATIONAL BANK | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Aviance Capital Partners, LLC | 19 | 19 | 0.02% | 0.06% | 0.11% | Q1 2019 | Q3 2023 | 19 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 19 | 19 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2019 | 19 |
AMERIPRISE FINANCIAL INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Carroll Financial Associates, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 18 |
HOLLENCREST CAPITAL MANAGEMENT | 11 | 1 | 0.00% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 18 |
Cutter & CO Brokerage, Inc. | 12 | 6 | 0.07% | 0.09% | 0.17% | Q2 2013 | Q4 2017 | 18 |
Cetera Advisor Networks LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
First Allied Advisory Services, Inc. | 12 | 5 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2019 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.00% | 0.06% | 0.15% | Q3 2019 | Q3 2023 | 17 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Karpus Management, Inc. | 8 | 3 | 0.01% | 0.14% | 0.39% | Q2 2018 | Q2 2023 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 14 |
IHT Wealth Management, LLC | 6 | 4 | 0.01% | 0.20% | 0.38% | Q2 2017 | Q2 2021 | 14 |
RAYMOND JAMES TRUST N.A. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 14 |
Fiera Capital Corp | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 14 |
Capital Analysts, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 14 |
MSI Financial Services Inc | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 13 |
FNY Investment Advisers, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 13 |
AQR Arbitrage LLC | 7 | 1 | 0.00% | 0.04% | 0.19% | Q2 2018 | Q3 2023 | 13 |
Moors & Cabot, Inc. | 13 | 13 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q1 2023 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 11 |
Cetera Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.22% | 0.41% | 0.60% | Q1 2021 | Q3 2023 | 11 |
MUFG Americas Holdings Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q2 2013 | 11 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 11 | 11 | 0.05% | 0.06% | 0.07% | Q2 2017 | Q4 2019 | 11 |
IFP Advisors, Inc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Graves Light Lenhart Wealth, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Carmichael Hill & Associates, Inc. | 10 | 10 | 0.05% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Ranch Capital Advisors Inc. | 10 | 10 | 0.10% | 0.42% | 0.66% | Q2 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Insight Wealth Strategies, LLC | 10 | 10 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Meridian Wealth Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TSFG, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Successful Portfolios LLC | 10 | 10 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 10 | 10 | 0.01% | 0.27% | 0.56% | Q2 2021 | Q3 2023 | 10 |
FIRST FINANCIAL CORP /IN/ | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2019 | 9 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2022 | 9 |
CAMBRIDGE TRUST CO | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2021 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q1 2019 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.62% | 1.61% | Q4 2018 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.14% | 0.71% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Ackerman Capital Advisors, LLC | 4 | 1 | 0.00% | 0.12% | 0.27% | Q1 2019 | Q2 2022 | 8 |
Summit Trail Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.14% | Q2 2021 | Q2 2023 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Accel Wealth Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Commonwealth Equity Services, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
Kestra Advisory Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q2 2022 | 8 |
Princeton Global Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Private Wealth Partners, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 7 |
LBA Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 7 |
Pensionmark Financial Group, LLC | 4 | 3 | 0.03% | 0.07% | 0.10% | Q1 2021 | Q2 2023 | 7 |
TrinityPoint Wealth, LLC | 7 | 7 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q4 2022 | 7 |
Americana Partners, LLC | 7 | 7 | 0.02% | 0.08% | 0.16% | Q3 2021 | Q1 2023 | 7 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 7 |
Vectors Research Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Danda Trouve Investment Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 7 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.09% | 0.31% | 0.66% | Q1 2013 | Q3 2017 | 7 |
Samalin Investment Counsel, LLC | 7 | 7 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q4 2022 | 7 |
WFG Advisors, LP | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
6 Meridian | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 2 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 6 |
HOWE & RUSLING INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
Geneos Wealth Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.20% | 0.32% | 0.58% | Q4 2021 | Q3 2023 | 6 |
ProVise Management Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Kavar Capital Partners, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q2 2018 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ahrens Investment Partners LLC | 6 | 6 | 0.01% | 0.12% | 0.22% | Q1 2021 | Q2 2022 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 6 |
RMB Capital Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q4 2018 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2018 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Wakefield Asset Management LLLP | 6 | 6 | 0.64% | 0.69% | 0.72% | Q2 2021 | Q3 2022 | 6 |
Platform Technology Partners | 5 | 5 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q4 2020 | 5 |
Bramshill Investments, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
PANAGORA ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
LEO BROKERAGE, LLC | 4 | 1 | 0.22% | 0.30% | 0.34% | Q4 2020 | Q1 2022 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q4 2023 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
BAR HARBOR WEALTH MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 5 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q1 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Mystic Asset Management, Inc. | 5 | 5 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2018 | Q3 2019 | 5 |
Oakworth Capital, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Palogic Value Management, L.P. | 4 | 4 | 0.17% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Logan Stone Capital, LLC | 4 | 4 | 0.44% | 0.64% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 2.23% | 2.36% | 2.46% | Q4 2022 | Q3 2023 | 4 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 4 |
Northside Capital Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2014 | Q3 2015 | 4 |
NATIONAL PLANNING CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q1 2016 | 4 |
COMERICA BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
BOKF, NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
NAPLES GLOBAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ACG Wealth | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q2 2022 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
West Branch Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Dakota Wealth Management | 4 | 4 | 0.04% | 0.08% | 0.14% | Q4 2018 | Q3 2019 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q2 2018 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q4 2022 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q2 2021 | 4 |
NOTTINGHAM ADVISORS, INC. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ALLIANCEBERNSTEIN L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2021 | 3 |
ROCKLAND TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 3 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Apriem Advisors | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Syverson Strege & Co | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2015 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
McAdams Wright Ragen, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 3 |
ADELL HARRIMAN & CARPENTER INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
COWA, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
NEWGATE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.34% | 0.45% | 0.62% | Q1 2014 | Q3 2014 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Avantax Planning Partners, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Cypress Capital Group | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Barrett Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
AlphaCentric Advisors LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q4 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Tanager Wealth Management LLP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Sharkey, Howes & Javer | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2014 | Q2 2014 | 2 |
Vivaldi Capital Management LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2023 | Q3 2023 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Horizon Kinetics | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
USCA RIA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Woodline Partners LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Fairhaven Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
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This page lists all the filers that currently own BLACKROCK MUNIYIELD QUALITY or have owned BLACKROCK MUNIYIELD QUALITY in the past.