Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | 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% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Narwhal Capital Management | 39 | 39 | 0.37% | 0.96% | 1.58% | Q1 2014 | Q3 2023 | 39 |
HighTower Advisors, LLC | 33 | 6 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 39 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 24 | 14 | 0.35% | 1.38% | 1.86% | Q1 2014 | Q3 2023 | 38 |
PINNACLE ASSOCIATES LTD | 38 | 38 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2023 | 38 |
WEDBUSH SECURITIES INC | 21 | 6 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2023 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 34 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 36 |
Veritable, L.P. | 29 | 6 | 0.00% | 0.13% | 0.49% | Q4 2013 | Q2 2023 | 35 |
Summit Financial Wealth Advisors, LLC | 34 | 34 | 0.02% | 0.10% | 0.13% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Chicago Partners Investment Group LLC | 34 | 34 | 0.01% | 0.10% | 0.31% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
CITIGROUP INC | 33 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 34 |
Tortoise Investment Management, LLC | 34 | 34 | 0.01% | 0.05% | 0.14% | Q2 2015 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 33 |
STIFEL FINANCIAL CORP | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
JPMORGAN CHASE & CO | 28 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 33 |
Creative Planning | 31 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 5 | 0.03% | 0.10% | 0.23% | Q3 2015 | Q3 2023 | 32 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.02% | 0.60% | 2.18% | Q2 2013 | Q3 2023 | 31 |
CITY HOLDING CO | 31 | 31 | 0.01% | 0.07% | 0.19% | Q4 2013 | Q2 2021 | 31 |
Cambridge Investment Research Advisors, Inc. | 16 | 4 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 31 |
Anchor Investment Management, LLC | 30 | 30 | 0.03% | 0.19% | 0.32% | Q3 2016 | Q4 2023 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.11% | 0.19% | 0.36% | Q2 2016 | Q3 2023 | 30 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
MACKAY SHIELDS LLC | 29 | 29 | 0.02% | 0.29% | 0.84% | Q3 2016 | Q3 2023 | 29 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 29 | 29 | 0.05% | 0.13% | 0.24% | Q2 2015 | Q2 2022 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 29 |
USCA RIA LLC | 28 | 28 | 0.05% | 0.15% | 0.42% | Q3 2014 | Q2 2021 | 28 |
Covenant Asset Management, LLC | 28 | 28 | 0.10% | 0.25% | 0.51% | Q4 2016 | Q3 2023 | 28 |
HARVEY CAPITAL MANAGEMENT INC | 10 | 2 | 0.15% | 0.40% | 0.69% | Q2 2015 | Q2 2023 | 27 |
FIRST FOUNDATION ADVISORS | 27 | 27 | 0.01% | 0.11% | 0.18% | Q2 2015 | Q4 2021 | 27 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11 | 1 | 0.02% | 0.22% | 0.79% | Q4 2013 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 22 | 4 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 26 | 26 | 0.00% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 26 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 25 | 25 | 0.07% | 0.35% | 0.50% | Q4 2013 | Q4 2019 | 25 |
FIFTH THIRD BANCORP | 19 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 24 | 24 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.31% | 0.52% | 0.78% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.16% | 0.56% | 0.90% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Private Advisor Group, LLC | 22 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Icon Wealth Partners, LLC | 19 | 3 | 0.04% | 0.10% | 0.19% | Q4 2017 | Q3 2023 | 22 |
Geneva Partners, LLC | 21 | 1 | 0.20% | 0.91% | 2.96% | Q2 2016 | Q3 2022 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Lehman Financial Resources, Inc. | 21 | 21 | 1.40% | 2.68% | 3.86% | Q3 2013 | Q3 2018 | 21 |
Thomas J. Herzfeld Advisors, Inc. | 9 | 2 | 0.01% | 0.13% | 0.64% | Q4 2013 | Q2 2020 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 3.06% | 4.31% | 5.92% | Q4 2018 | Q3 2023 | 20 |
First Horizon Advisors, Inc. | 9 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2022 | 20 |
Covington Capital Management | 20 | 20 | 0.00% | 0.02% | 0.13% | Q4 2017 | Q3 2022 | 20 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
COHEN & STEERS, INC. | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 19 |
VALLEY NATIONAL ADVISERS INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Geneos Wealth Management Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 19 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Karpus Management, Inc. | 9 | 3 | 0.03% | 0.57% | 1.23% | Q4 2013 | Q3 2023 | 17 |
GUGGENHEIM CAPITAL LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.26% | 0.81% | 1.47% | Q4 2018 | Q4 2022 | 17 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 16 |
SENTINEL TRUST CO LBA | 15 | 1 | 0.04% | 0.17% | 0.46% | Q2 2015 | Q3 2023 | 16 |
FNY Investment Advisers, LLC | 5 | 2 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2021 | 15 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 2 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 15 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 15 | 15 | 0.02% | 0.08% | 0.15% | Q3 2018 | Q1 2022 | 15 |
GILL CAPITAL PARTNERS, LLC | 15 | 15 | 0.21% | 1.65% | 2.32% | Q2 2020 | Q4 2023 | 15 |
Cardan Capital Partners, LLC | 15 | 15 | 0.09% | 0.16% | 0.21% | Q1 2018 | Q3 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AQR Arbitrage LLC | 6 | 1 | 0.00% | 0.03% | 0.17% | Q1 2015 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
TrinityPoint Wealth, LLC | 14 | 14 | 0.08% | 0.21% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Edge Wealth Management LLC | 7 | 2 | 0.01% | 0.08% | 0.14% | Q3 2014 | Q2 2020 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 13 | 0.03% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 13 |
Brick & Kyle, Associates | 12 | 1 | 0.02% | 0.34% | 0.44% | Q3 2015 | Q4 2018 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 13 |
Tamar Securities, LLC | 11 | 1 | 0.07% | 0.18% | 0.40% | Q2 2020 | Q3 2023 | 12 |
M&T BANK CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MSI Financial Services Inc | 10 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.05% | 0.13% | 0.18% | Q3 2019 | Q2 2022 | 12 |
Oder Investment Management, LLC | 12 | 12 | 0.26% | 0.88% | 1.18% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.15% | 0.18% | 0.36% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2023 | 11 |
BESSEMER GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q4 2021 | 11 |
NATIONAL PLANNING CORP | 11 | 11 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q3 2017 | 11 |
6 Meridian | 6 | 2 | 0.10% | 0.14% | 0.20% | Q4 2017 | Q4 2021 | 11 |
Laidlaw Wealth Management LLC | 11 | 11 | 0.05% | 0.23% | 0.46% | Q4 2020 | Q2 2023 | 11 |
Waterfront Wealth Inc. | 11 | 11 | 0.50% | 0.87% | 1.36% | Q1 2021 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Bramshill Investments, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 10 |
Cetera Investment Advisers | 9 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2022 | 10 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 10 |
Sterling Investment Advisors, Ltd. | 10 | 10 | 0.35% | 0.55% | 0.75% | Q2 2020 | Q3 2022 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 10 |
Investors Capital Advisory Services | 7 | 3 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2016 | 10 |
OAK HILL ADVISORS LP | 9 | 9 | 1.70% | 2.02% | 2.80% | Q4 2013 | Q4 2015 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q4 2022 | 9 |
1ST SOURCE BANK | 6 | 3 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2020 | 9 |
Willingdon Wealth Management | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
RMB Capital Management, LLC | 6 | 1 | 0.02% | 0.04% | 0.12% | Q4 2015 | Q4 2018 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
BREITER CAPITAL MANAGEMENT INC | 9 | 9 | 0.24% | 0.38% | 0.56% | Q1 2020 | Q1 2022 | 9 |
Biltmore Capital Advisors LLC | 9 | 9 | 0.40% | 2.72% | 3.96% | Q1 2019 | Q1 2021 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 3 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2018 | 9 |
OTA Financial Group L.P. | 2 | 1 | 0.17% | 0.37% | 0.56% | Q1 2014 | Q2 2022 | 9 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 9 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
COMERICA BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 8 |
Investors Research Corp | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Exchange Capital Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Cetera Advisor Networks LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 8 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 7 | 1 | 0.30% | 0.67% | 0.81% | Q4 2013 | Q4 2018 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.39% | 0.54% | 0.65% | Q4 2021 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Lee Financial Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Arete Wealth Advisors, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q3 2020 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.07% | 0.25% | 0.35% | Q1 2022 | Q3 2023 | 7 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.11% | 0.46% | 0.88% | Q4 2013 | Q3 2018 | 7 |
Miracle Mile Advisors, LLC | 7 | 7 | 0.17% | 0.29% | 0.41% | Q2 2020 | Q4 2021 | 7 |
Horrell Capital Management, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2015 | 7 |
Pinnacle Advisory Group, Inc. | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q1 2018 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 1.16% | 1.39% | 1.67% | Q4 2021 | Q2 2023 | 7 |
XML Financial, LLC | 4 | 3 | 0.03% | 0.44% | 0.65% | Q3 2021 | Q2 2023 | 7 |
Holloway Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 7 |
Summit Trail Advisors, LLC | 7 | 7 | 0.01% | 0.10% | 0.13% | Q2 2020 | Q4 2021 | 7 |
GROUP ONE TRADING, L.P. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Key FInancial Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.13% | 0.16% | 0.18% | Q2 2013 | Q4 2014 | 7 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.06% | 0.12% | Q3 2017 | Q1 2022 | 7 |
Indie Asset Partners, LLC | 6 | 6 | 0.60% | 2.08% | 3.32% | Q4 2019 | Q1 2021 | 6 |
Squar Milner Financial Services LLC | 5 | 1 | 0.05% | 0.08% | 0.10% | Q2 2018 | Q1 2020 | 6 |
Cutler Group LLC / CA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.07% | 0.17% | Q4 2019 | Q1 2021 | 6 |
Family Management Corp | 6 | 6 | 0.12% | 0.29% | 0.58% | Q1 2019 | Q2 2020 | 6 |
Alterity Financial Group, LLC | 4 | 1 | 0.30% | 0.33% | 0.36% | Q1 2021 | Q1 2023 | 6 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 6 | 0.08% | 0.38% | 1.87% | Q1 2020 | Q2 2021 | 6 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Alan B Lancz & Associates, Inc. | 6 | 6 | 0.17% | 0.20% | 0.24% | Q4 2021 | Q1 2023 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q4 2017 | 6 |
AMERICAN NATIONAL BANK | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 6 |
Western Wealth Management, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 6 |
Clear Harbor Asset Management, LLC | 4 | 1 | 0.00% | 0.08% | 0.18% | Q4 2019 | Q1 2023 | 6 |
MOTCO | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2020 | 6 |
Dakota Wealth Management | 3 | 3 | 0.01% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.00% | 0.05% | 0.18% | Q1 2014 | Q2 2015 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Invesco Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Magnus Financial Group LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Formidable Asset Management, LLC | 2 | 1 | 0.06% | 0.09% | 0.14% | Q3 2018 | Q2 2022 | 5 |
Global Trust Asset Management, LLC | 3 | 2 | 0.00% | 0.03% | 0.16% | Q4 2017 | Q3 2019 | 5 |
Royal Fund Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 5 |
EP Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 5 |
Strategic Wealth Investment Group, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.05% | 0.07% | 0.11% | Q4 2018 | Q4 2019 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CTC Alternative Strategies, Ltd. | 5 | 5 | 0.48% | 1.28% | 2.28% | Q4 2013 | Q4 2014 | 5 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.04% | 0.17% | 0.46% | Q4 2016 | Q3 2018 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 1.09% | 1.95% | 2.88% | Q4 2015 | Q4 2016 | 5 |
MARINER INVESTMENT GROUP LLC | 3 | 1 | 0.15% | 1.31% | 2.10% | Q4 2013 | Q2 2019 | 5 |
Horizon Kinetics | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
WFG Advisors, LP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Rockbridge Investment Management, LCC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q4 2021 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.04% | 0.15% | 0.34% | Q2 2022 | Q3 2023 | 5 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q2 2022 | 4 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 4 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 4 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 4 |
MOODY LYNN & LIEBERSON, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2016 | Q3 2017 | 4 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Andrew Hill Investment Advisors, Inc. | 4 | 4 | 0.92% | 1.03% | 1.19% | Q4 2021 | Q3 2022 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Cerity Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.28% | 0.98% | Q4 2013 | Q4 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
AQR Capital Management | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 4 | 0.06% | 0.10% | 0.11% | Q1 2021 | Q4 2021 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 0.48% | 0.60% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2017 | Q3 2018 | 4 |
GenTrust, LLC | 4 | 4 | 0.09% | 0.19% | 0.47% | Q1 2020 | Q4 2020 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Relative Value Partners Group, LLC | 4 | 4 | 0.04% | 0.09% | 0.24% | Q1 2020 | Q4 2020 | 4 |
Compass Financial Group, INC/SD | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2021 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
CWA Asset Management Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2014 | 3 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 3 |
Innova Wealth Partners | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2022 | Q3 2022 | 3 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2016 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Logan Stone Capital, LLC | 2 | 1 | 0.23% | 0.47% | 0.67% | Q4 2022 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 3 |
Cyrus J. Lawrence, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
NEWGATE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.31% | 0.38% | 0.48% | Q1 2014 | Q3 2014 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.09% | 0.13% | 0.17% | Q4 2022 | Q2 2023 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2019 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 3 |
Roundview Capital LLC | 3 | 3 | 0.20% | 0.26% | 0.33% | Q2 2013 | Q4 2013 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
TFS CAPITAL LLC | 2 | 1 | 0.06% | 0.12% | 0.19% | Q1 2014 | Q4 2014 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.20% | 0.33% | 0.54% | Q2 2022 | Q4 2022 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Breakwater Capital Group | 2 | 2 | 0.28% | 0.34% | 0.40% | Q4 2022 | Q1 2023 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q1 2015 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2020 | Q2 2020 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Advisors Asset Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ackerman Capital Advisors, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2021 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q4 2019 | 2 |
MELFA WEALTH MANAGEMENT, INC. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Marathon Partners Equity Management, LLC | 2 | 2 | 0.35% | 0.42% | 0.49% | Q4 2013 | Q1 2014 | 2 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.45% | 0.53% | 0.60% | Q2 2016 | Q3 2023 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2021 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 2 |
1607 Capital Partners, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2014 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q2 2016 | Q3 2016 | 2 |
Merriman Wealth Management, LLC | 1 | 1 | 0.10% | 0.64% | 1.19% | Q2 2014 | Q4 2018 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q4 2017 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Seed Wealth Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Relyea Zuckerberg Hanson LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Maryland Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Shaker Financial Services, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2014 | Q2 2014 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Geller Advisors LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2015 | Q1 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2016 | Q1 2016 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 1.85% | 1.85% | 1.85% | Q4 2013 | Q4 2013 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Almitas Capital LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Semper Trust Co. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2013 | Q3 2013 | 1 |
Benchmark Financial Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
GOODWIN DANIEL L | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
WHALEROCK POINT PARTNERS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2013 | Q4 2013 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
External links
This page lists all the filers that currently own BLACKROCK MUN TARGET TERM TR or have owned BLACKROCK MUN TARGET TERM TR in the past.