Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 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 |
OARSMAN CAPITAL, INC. | 42 | 42 | 0.08% | 0.42% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 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 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 39 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Argyle Capital Management Inc. | 32 | 7 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q1 2023 | 39 |
AMERIPRISE FINANCIAL INC | 32 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
ProVise Management Group, LLC | 38 | 38 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2022 | 38 |
WEDBUSH SECURITIES INC | 20 | 17 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 29 | 7 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 33 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 36 |
Cetera Advisor Networks LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2022 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
US BANCORP \DE\ | 33 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 22 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 34 |
Sandy Spring Bank | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
PATHSTONE FAMILY OFFICE, LLC | 13 | 1 | 0.00% | 0.10% | 0.36% | Q3 2013 | Q4 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2020 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
BANK OF MONTREAL /CAN/ | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 27 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.05% | 0.09% | 0.17% | Q4 2016 | Q1 2023 | 26 |
Riggs Asset Managment Co. Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 26 |
Invesco Ltd. | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 25 |
GUGGENHEIM CAPITAL LLC | 11 | 3 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 25 |
Narwhal Capital Management | 25 | 25 | 0.03% | 0.49% | 0.76% | Q4 2013 | Q4 2019 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
CENTRAL TRUST Co | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 20 | 20 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 19 |
KEYBANK NATIONAL ASSOCIATION/OH | 19 | 19 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.17% | 1.07% | 1.97% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 0.17% | 0.45% | 0.84% | Q4 2018 | Q4 2023 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 17 |
FIC CAPITAL INC | 16 | 16 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q3 2017 | 16 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q4 2019 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 16 |
ACCESS FINANCIAL SERVICES, INC. | 12 | 4 | 0.16% | 0.22% | 0.32% | Q4 2016 | Q3 2021 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 15 |
Ironsides Asset Advisors, LLC | 8 | 7 | 0.11% | 0.14% | 0.19% | Q2 2014 | Q1 2018 | 15 |
FIRST TRUST ADVISORS LP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Moisand Fitzgerald Tamayo, LLC | 13 | 2 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Bedel Financial Consulting, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2021 | 14 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Hexagon Capital Partners LLC | 13 | 13 | 0.03% | 0.07% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Advisors Asset Management, Inc. | 9 | 4 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
WILLIAM HARRIS INVESTORS INC | 11 | 11 | 0.04% | 0.05% | 0.05% | Q3 2013 | Q1 2016 | 11 |
SignalPoint Asset Management, LLC | 11 | 11 | 0.08% | 0.11% | 0.13% | Q4 2013 | Q2 2016 | 11 |
Cambridge Investment Research Advisors, Inc. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q1 2023 | 11 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2017 | 10 |
TRUST CO OF VERMONT | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Stratos Wealth Partners, LTD. | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2018 | 10 |
Capital Investment Advisors, LLC | 10 | 10 | 0.11% | 0.13% | 0.14% | Q4 2013 | Q1 2016 | 10 |
FIRST FINANCIAL CORP /IN/ | 9 | 9 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2019 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.12% | 0.16% | 0.21% | Q4 2021 | Q4 2023 | 9 |
Asset Dedication, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2018 | 9 |
INVESTMENT PARTNERS, LTD. | 8 | 1 | 0.08% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 9 |
Prospera Financial Services Inc | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
ROBINSON CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.39% | 0.99% | 2.15% | Q4 2016 | Q3 2023 | 9 |
Parallel Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 9 |
Alexandria Capital, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2019 | 9 |
American Portfolios Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 9 |
CULLEN/FROST BANKERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Investors Research Corp | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 8 |
Krilogy Financial LLC | 6 | 1 | 0.00% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Barrett Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Sigma Planning Corp | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
BESSEMER GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.02% | 0.17% | 0.44% | Q4 2013 | Q1 2020 | 7 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.06% | 0.22% | 0.42% | Q1 2013 | Q2 2018 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Meixler Investment Management, Ltd. | 6 | 6 | 0.12% | 0.19% | 0.32% | Q4 2021 | Q1 2023 | 6 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 6 |
Global Endowment Management, LP | 6 | 6 | 0.03% | 0.15% | 0.30% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
COUNTRY TRUST BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.10% | Q4 2018 | Q4 2019 | 5 |
WEST PACES ADVISORS INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 |
AQR Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Sheaff Brock Investment Advisors, LLC | 4 | 1 | 0.02% | 0.04% | 0.09% | Q4 2015 | Q3 2017 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ACG Wealth | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q4 2017 | 5 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Realta Investment Advisors | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 4 |
PITTENGER & ANDERSON INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
REGATTA CAPITAL GROUP, LLC | 4 | 4 | 0.58% | 0.69% | 0.77% | Q4 2022 | Q3 2023 | 4 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.15% | 0.36% | 0.59% | Q4 2022 | Q3 2023 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
MPAM CREDIT TRADING PARTNERS L.P. | 4 | 4 | 0.22% | 0.29% | 0.34% | Q4 2014 | Q3 2015 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.83% | 0.86% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
ORRSTOWN FINANCIAL SERVICES INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 4 |
RMB Capital Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2018 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q1 2018 | 4 |
Woodline Partners LP | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Dalton Investments LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 3 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Samalin Investment Counsel, LLC | 2 | 1 | 0.09% | 0.13% | 0.19% | Q4 2019 | Q4 2021 | 3 |
Blume Capital Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q4 2019 | Q3 2022 | 3 |
BB&T SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 3 |
Kaydan Wealth Management, Inc. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q2 2022 | 3 |
Fortitude Advisory Group L.L.C. | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 3 |
RELIANCE TRUST CO | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2014 | Q4 2014 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Biltmore Capital Advisors LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2014 | 3 |
Karpus Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Nuveen Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2014 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q3 2019 | Q4 2019 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.15% | 0.19% | 0.24% | Q4 2016 | Q2 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Peachtree Investment Advisors, Inc. | 2 | 2 | 0.32% | 0.33% | 0.34% | Q4 2013 | Q1 2014 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.08% | 0.13% | Q4 2013 | Q4 2016 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.06% | 0.16% | 0.27% | Q1 2020 | Q3 2020 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2015 | Q4 2015 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Laurion Capital Management LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q4 2020 | Q1 2021 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MANGROVE PARTNERS IM, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Bank OZK | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Diversified, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own BLACKROCK MUNIASSETS FD INC or have owned BLACKROCK MUNIASSETS FD INC in the past.