COHEN & STEERS INFRASTRUCTUR shareholder history

Current and past COHEN & STEERS INFRASTRUCTUR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUNTINGTON NATIONAL BANK 36160.00%0.00%0.02%Q1 2010Q3 202352
Pekin Hardy Strauss, Inc. 43430.02%0.06%0.10%Q1 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.04%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.01%0.02%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
Creative Planning 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
CONNING INC. 42420.06%0.11%0.16%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.03%0.07%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.02%0.03%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.01%0.05%0.12%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.05%0.22%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.01%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.00%0.02%0.04%Q2 2013Q3 202342
US BANCORP \DE\ 31100.00%0.00%0.00%Q2 2013Q3 202341
SHUFRO ROSE & CO LLC 2710.02%0.03%0.04%Q3 2012Q3 202341
MERIDIAN INVESTMENT COUNSEL INC. 40400.18%0.49%1.18%Q4 2013Q3 202340
HighTower Advisors, LLC 3370.00%0.01%0.04%Q2 2013Q3 202340
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28120.00%0.00%0.00%Q3 2013Q3 202340
Janney Montgomery Scott LLC 29110.00%0.01%0.02%Q3 2013Q3 202340
ROCKY MOUNTAIN ADVISERS, LLC 40400.23%4.49%17.41%Q4 2013Q3 202340
North Star Investment Management Corp. 39390.01%0.02%0.03%Q1 2014Q3 202339
Invesco Ltd. 3270.00%0.00%0.00%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.01%Q1 2014Q3 202339
Gradient Investments LLC 21170.00%0.00%0.00%Q2 2013Q4 202238
NTV ASSET MANAGEMENT LLC 14120.04%0.17%0.43%Q2 2013Q3 202338
Sandy Spring Bank 3530.00%0.01%0.02%Q2 2013Q3 202338
WEDBUSH SECURITIES INC 27100.03%0.08%0.14%Q2 2013Q3 202337
DIXON HUBARD FEINOUR & BROWN INC/VA 37370.13%0.47%0.66%Q2 2013Q2 202237
Rathbones Group PLC 37370.02%0.05%0.08%Q3 2014Q3 202337
McGowan Group Asset Management, Inc. 36362.35%4.03%5.39%Q4 2014Q3 202336
UBS Group AG 36360.01%0.01%0.03%Q4 2014Q3 202336
BENJAMIN F. EDWARDS & COMPANY, INC. 36360.00%0.01%0.02%Q4 2014Q3 202336
OLD SECOND NATIONAL BANK OF AURORA 35350.00%0.01%0.01%Q1 2015Q3 202335
DAVENPORT & Co LLC 34340.00%0.00%0.01%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.00%0.03%0.05%Q2 2015Q3 202334
Advisors Asset Management, Inc. 33330.02%0.24%0.73%Q2 2013Q2 202133
Ancora Advisors LLC 33330.00%0.04%0.16%Q3 2015Q3 202333
Advisory Services Network, LLC 1310.00%0.01%0.07%Q4 2013Q3 202333
Capital Advisors, Ltd. LLC 33330.02%0.06%0.10%Q3 2015Q3 202333
ENVESTNET ASSET MANAGEMENT INC 1820.00%0.00%0.00%Q3 2014Q3 202332
Camelot Portfolios, LLC 31310.13%0.96%1.99%Q2 2013Q4 202031
HM PAYSON & CO 18130.01%0.01%0.01%Q3 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2190.06%1.08%2.09%Q4 2015Q2 202330
Oxbow Advisors, LLC 30300.19%0.31%0.58%Q2 2013Q3 202030
MASSMUTUAL TRUST CO FSB/ADV 2510.00%0.00%0.00%Q3 2014Q2 202329
AMERIPRISE FINANCIAL INC 2720.00%0.00%0.02%Q2 2013Q3 202329
STEPHENS INC /AR/ 1510.00%0.01%0.02%Q3 2014Q3 202228
Steward Partners Investment Advisory, LLC 28280.01%0.03%0.08%Q4 2016Q3 202328
WHITTIER TRUST CO 2710.00%0.00%0.00%Q4 2015Q3 202328
MUFG Americas Holdings Corp 2430.00%0.00%0.01%Q3 2011Q3 202027
CWM, LLC 1980.00%0.00%0.01%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
Prospera Financial Services Inc 1890.02%0.07%0.14%Q4 2016Q3 202327
Parallel Advisors, LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
NEXT Financial Group, Inc 1460.00%0.03%0.12%Q2 2014Q4 202127
SIGNATUREFD, LLC 1510.00%0.01%0.03%Q1 2014Q2 202327
Aviance Capital Partners, LLC 27270.23%0.34%0.55%Q1 2017Q3 202327
MCKINLEY CAPITAL MANAGEMENT LLC 27270.05%0.11%0.18%Q1 2017Q3 202327
FIRST TRUST ADVISORS LP 26260.00%0.01%0.01%Q2 2017Q3 202326
Apriem Advisors 26260.01%0.50%1.33%Q2 2013Q3 201926
BB&T SECURITIES, LLC 26260.01%0.02%0.06%Q2 2013Q3 201926
Private Advisor Group, LLC 25250.00%0.02%0.05%Q3 2017Q3 202325
BALDWIN BROTHERS LLC/MA 1780.00%0.01%0.01%Q1 2016Q4 202325
Cetera Advisor Networks LLC 2210.01%0.02%0.03%Q3 2016Q3 202324
LexAurum Advisors, LLC 24240.18%0.33%0.55%Q4 2017Q3 202324
Arete Wealth Advisors, LLC 1950.04%0.25%0.61%Q1 2014Q1 202024
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Quad-Cities Investment Group, LLC 23230.34%0.51%0.72%Q1 2018Q3 202323
GARRISON BRADFORD & ASSOCIATES INC 1760.18%0.24%0.34%Q2 2013Q1 201923
PATTEN & PATTEN INC/TN 1810.02%0.15%0.30%Q2 2013Q1 202223
BANK OF MONTREAL /CAN/ 1110.00%0.00%0.01%Q4 2013Q3 202222
IFP Advisors, Inc 1470.00%0.02%0.06%Q4 2015Q3 202321
Kovack Advisors, Inc. 1430.03%0.07%0.20%Q2 2017Q3 202321
Certified Advisory Corp 11100.04%0.12%0.32%Q4 2017Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
STEWART WEST INDIES TRADING CO., LTD 20203.30%4.02%4.84%Q2 2013Q1 201820
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Zions Bancorporation, N.A. 20200.01%0.02%0.09%Q4 2018Q3 202320
Cetera Advisors LLC 20200.01%0.05%0.14%Q4 2018Q3 202320
CREATIVE FINANCIAL DESIGNS INC /ADV 1370.00%0.01%0.02%Q4 2016Q3 202320
TrinityPoint Wealth, LLC 20200.10%0.16%0.24%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.12%0.43%1.10%Q4 2018Q3 202320
DOLIVER ADVISORS, LP 1310.10%0.51%1.32%Q1 2013Q1 202020
Sargent Investment Group, LLC 20200.31%0.70%1.12%Q4 2018Q3 202320
Sigma Planning Corp 1220.01%0.02%0.06%Q4 2014Q3 202319
GOLDMAN SACHS GROUP INC 910.00%0.00%0.00%Q1 2012Q2 202319
Thomas J. Herzfeld Advisors, Inc. 1630.02%0.82%1.34%Q2 2013Q1 201819
Shulman DeMeo Asset Management LLC 1180.09%0.13%0.19%Q4 2018Q3 202319
Stratos Wealth Partners, LTD. 1110.01%0.01%0.03%Q1 2015Q2 202319
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1210.00%0.03%0.05%Q2 2013Q1 202019
Belpointe Asset Management LLC 19190.01%0.02%0.05%Q3 2018Q1 202319
CORNERSTONE ADVISORS INC 1310.05%0.69%1.99%Q3 2013Q4 201819
CREDIT SUISSE AG/ 1260.00%0.00%0.00%Q1 2013Q3 202218
Mariner, LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
BROWN ADVISORY INC 1410.00%0.00%0.00%Q2 2016Q2 202318
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.05%0.20%Q2 2013Q3 202318
MML INVESTORS SERVICES, LLC 18180.00%0.01%0.02%Q1 2019Q2 202318
Westside Investment Management, Inc. 1510.00%0.00%0.00%Q3 2018Q3 202318
Kingsview Wealth Management, LLC 1260.02%0.04%0.08%Q1 2019Q3 202318
1832 Asset Management L.P. 1710.01%0.07%0.10%Q2 2013Q1 202018
FMR LLC 810.00%0.00%0.00%Q3 2018Q3 202317
WFG Advisors, LP 17170.02%0.08%0.16%Q2 2013Q2 201717
DEUTSCHE BANK AG\ 1250.00%0.00%0.01%Q3 2013Q2 202117
AdvisorNet Financial, Inc 1610.00%0.00%0.01%Q1 2018Q3 202317
People's United Financial, Inc. 17170.00%0.00%0.00%Q2 2013Q2 201717
Concert Wealth Management Inc. 17170.00%0.11%0.58%Q2 2013Q2 201717
Integrated Advisors Network LLC 16160.05%0.09%0.17%Q4 2019Q3 202316
Merit Financial Group, LLC 16160.01%0.05%0.07%Q4 2019Q3 202316
WealthBridge Capital Management, LLC 1220.09%0.12%0.18%Q4 2018Q3 202316
MANUFACTURERS LIFE INSURANCE COMPANY, THE 970.00%0.00%0.00%Q4 2013Q2 201816
Sugarloaf Wealth Management, LLC 16160.01%0.03%0.05%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.04%0.06%0.10%Q4 2019Q3 202316
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 16160.33%0.76%1.10%Q2 2013Q1 201716
Avior Wealth Management, LLC 16160.01%0.02%0.05%Q4 2019Q3 202316
Samalin Investment Counsel, LLC 16160.22%0.50%0.68%Q4 2019Q3 202316
Cutter & CO Brokerage, Inc. 16160.13%0.18%0.22%Q4 2019Q3 202316
Monterey Private Wealth, Inc. 16160.22%0.35%0.61%Q4 2019Q3 202316
SUNTRUST BANKS INC 15150.00%0.00%0.01%Q1 2016Q3 201915
OSAIC HOLDINGS, INC. 15150.01%0.02%0.02%Q1 2020Q3 202315
ADVANTAGE INVESTMENT MANAGEMENT, LLC 15150.00%0.00%0.01%Q1 2015Q3 201815
Karpus Management, Inc. 15150.03%0.88%1.18%Q2 2013Q4 201615
ROWLAND CARMICHAEL ADVISORS INC /ADV 15150.13%0.19%0.23%Q2 2017Q4 202015
1607 Capital Partners, LLC 15150.09%1.46%2.24%Q3 2013Q1 201715
Capital Investment Advisory Services, LLC 1320.02%0.06%0.09%Q2 2019Q3 202315
Zions Bancorporation 15150.02%0.03%0.09%Q1 2015Q3 201815
Edmonds Duncan Registered Investment Advisors, LLC 15150.13%0.32%0.46%Q2 2016Q4 201915
Allworth Financial LP 1410.00%0.00%0.00%Q1 2017Q3 202315
B. Riley Wealth Advisors, Inc. 1310.00%0.02%0.03%Q2 2014Q3 202315
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 15150.22%1.02%2.85%Q2 2013Q4 201615
Patriot Financial Group Insurance Agency, LLC 15150.03%0.06%0.08%Q4 2018Q2 202215
Advisor Group, Inc. 15150.02%0.02%0.03%Q2 2016Q4 201915
MSI Financial Services Inc 15150.01%0.03%0.07%Q2 2013Q4 201615
Ahrens Investment Partners LLC 710.03%0.34%0.70%Q4 2018Q1 202315
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Miracle Mile Advisors, LLC 14140.01%0.09%0.13%Q1 2020Q2 202314
ALPS ADVISORS INC 14140.28%0.47%0.69%Q2 2018Q3 202114
Cardan Capital Partners, LLC 1130.03%0.07%0.15%Q4 2015Q3 202014
D.A. DAVIDSON & CO. 1310.00%0.00%0.00%Q3 2013Q2 201714
Ellis Investment Partners, LLC 14140.00%0.00%0.01%Q2 2019Q3 202214
MERCER GLOBAL ADVISORS INC /ADV 14140.00%0.00%0.01%Q2 2020Q3 202314
Live Oak Private Wealth LLC 14140.05%0.07%0.10%Q2 2020Q3 202314
Capital Investment Advisors, LLC 920.01%0.02%0.03%Q4 2013Q1 202114
CAROLINAS WEALTH CONSULTING LLC 13130.01%0.03%0.05%Q3 2020Q3 202313
SHEPHERD KAPLAN KROCHUK, LLC 13130.05%0.10%0.21%Q4 2014Q4 201713
Kestra Advisory Services, LLC 13130.03%0.04%0.05%Q3 2020Q3 202313
Carroll Financial Associates, Inc. 1030.00%0.00%0.00%Q2 2018Q4 202113
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.09%0.12%Q3 2020Q3 202313
Community Bank of Raymore 12120.10%0.12%0.16%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
VSR Financial Services, Inc. 12120.06%0.10%0.19%Q3 2013Q2 201612
Bulldog Investors, LLP 12120.06%0.71%2.62%Q1 2010Q4 201212
Cetera Investment Advisers 12120.01%0.01%0.01%Q4 2020Q3 202312
Mutual Advisors, LLC 840.02%0.03%0.05%Q3 2019Q1 202312
TOTH FINANCIAL ADVISORY CORP 12120.00%0.00%0.00%Q4 2020Q3 202312
Advisor OS, LLC 12120.03%0.06%0.09%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Global Endowment Management, LP 12120.06%0.07%0.09%Q4 2013Q3 201612
Accel Wealth Management 12120.17%1.14%1.58%Q4 2020Q3 202312
Castle Rock Wealth Management, LLC 710.00%0.17%0.42%Q1 2019Q2 202212
Future Financial Wealth Managment LLC 12120.34%0.48%0.59%Q4 2020Q3 202312
COMMERCE BANK 12120.00%0.00%0.01%Q4 2020Q3 202312
Global Retirement Partners, LLC 740.00%0.00%0.00%Q4 2020Q3 202311
Cornerstone Advisory, LLC 920.04%0.45%0.97%Q4 2019Q3 202311
HARBOR INVESTMENT ADVISORY, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.01%0.02%0.02%Q1 2021Q3 202311
VALLEY NATIONAL ADVISERS INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Key FInancial Inc 1010.01%0.01%0.02%Q1 2020Q1 202311
Loveless Wealth Management LLC 11110.69%0.82%1.02%Q4 2019Q2 202211
BROWN BROTHERS HARRIMAN & CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Vectors Research Management, LLC 11110.00%0.00%0.01%Q4 2019Q2 202211
NORTHERN TRUST CORP 810.00%0.00%0.00%Q4 2014Q4 202011
Global Wealth Management Investment Advisory, Inc. 11110.00%0.00%0.00%Q4 2019Q2 202211
Spire Wealth Management 11110.01%0.01%0.01%Q1 2021Q3 202311
FAS Wealth Partners, Inc. 11110.02%0.03%0.03%Q1 2021Q3 202311
Capital Bank & Trust Co 11110.00%0.00%0.01%Q3 2017Q1 202011
&PARTNERS 550.12%0.21%0.32%Q4 2018Q1 202210
Sound Income Strategies, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
MATRIX PRIVATE CAPITAL GROUP LLC 10100.16%0.25%0.31%Q2 2021Q3 202310
First PREMIER Bank 10100.00%0.00%0.00%Q2 2021Q3 202310
Kercheville Advisors, LLC 10100.12%0.16%0.28%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
GPS Wealth Strategies Group, LLC 730.00%0.01%0.01%Q1 2021Q3 202310
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.01%0.02%Q3 2020Q3 202310
Truvestments Capital LLC 510.00%0.01%0.02%Q3 2018Q4 202210
BANK OF NOVA SCOTIA 520.00%0.01%0.02%Q3 2015Q4 201810
Commonwealth Financial Services, LLC 10100.01%0.01%0.02%Q4 2014Q1 201710
First Allied Advisory Services, Inc. 10100.02%0.28%0.53%Q2 2013Q3 201510
Atlas Brown,Inc. 10100.16%0.29%0.33%Q2 2021Q3 202310
Edge Wealth Management LLC 10100.01%0.02%0.04%Q3 2016Q4 201810
Bank of New York Mellon Corp 820.00%0.00%0.00%Q2 2013Q2 201610
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.01%Q2 2018Q3 202010
Kerntke Otto McGlone Wealth Management Group 990.30%0.71%1.32%Q4 2019Q4 20219
UNITED CAPITAL FINANCIAL ADVISORS, LLC 720.00%0.00%0.01%Q2 2017Q3 20219
Financial Management Professionals, Inc. 990.00%0.01%0.01%Q3 2021Q3 20239
Pinnacle Summer Investments, Inc. 810.00%0.00%0.01%Q2 2013Q3 20159
Regis Management CO LLC 990.07%0.08%0.08%Q4 2015Q4 20179
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 990.01%0.01%0.04%Q4 2013Q4 20159
Capital Analysts, LLC 990.01%0.01%0.02%Q2 2013Q2 20159
All Season Financial Advisors, Inc. 990.31%0.73%1.34%Q2 2021Q2 20239
Atria Investments, Inc 990.13%0.16%0.21%Q3 2014Q3 20169
Gramercy Funds Management LLC 990.00%0.16%0.74%Q1 2014Q1 20169
M&R CAPITAL MANAGEMENT INC 990.00%0.01%0.01%Q2 2016Q2 20189
Snowden Capital Advisors LLC 720.01%0.01%0.02%Q3 2019Q2 20239
Smith Affiliated Capital Corp. 990.00%0.00%0.00%Q2 2011Q2 20139
FineMark National Bank & Trust 990.00%0.00%0.00%Q2 2013Q2 20159
Capital Market Strategies LLC 990.43%0.61%1.02%Q4 2021Q4 20239
United Capital Management of KS, Inc. 990.98%1.23%1.44%Q3 2021Q3 20239
ATWOOD & PALMER INC 990.00%0.01%0.01%Q4 2020Q4 20229
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.06%0.09%Q3 2020Q3 20238
FourThought Financial, LLC 880.06%0.11%0.20%Q4 2020Q3 20228
Lake Point Wealth Management 510.00%0.00%0.00%Q1 2019Q2 20228
First Allied Asset Management, Inc. 881.06%1.33%1.50%Q2 2013Q1 20158
PRIMORIS WEALTH ADVISORS, LLC 880.64%0.93%1.26%Q4 2021Q3 20238
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q3 2017Q3 20238
CULLEN/FROST BANKERS, INC. 880.00%0.00%0.00%Q1 2021Q4 20228
NewEdge Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
BlackRock Investment Management, LLC 880.00%0.00%0.00%Q1 2014Q4 20158
Investmark Advisory Group LLC 880.14%0.21%0.30%Q4 2021Q3 20238
BOENNING & SCATTERGOOD, INC. 880.04%0.04%0.04%Q1 2021Q4 20228
SEI INVESTMENTS CO 410.00%0.00%0.00%Q1 2016Q2 20188
HABERER REGISTERED INVESTMENT ADVISOR INC 880.33%0.95%1.49%Q2 2013Q1 20158
Americana Partners, LLC 880.03%0.20%0.31%Q3 2021Q2 20238
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q2 2013Q3 20238
Heritage Trust Co 880.02%0.02%0.02%Q1 2017Q4 20188
Lindbrook Capital, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Paralel Advisors LLC 882.98%3.82%4.66%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q4 2021Q3 20238
Capital Advisory Group Advisory Services, LLC 710.00%0.00%0.01%Q1 2020Q1 20228
Klingman & Associates, LLC 880.01%0.01%0.01%Q4 2014Q3 20168
CapWealth Advisors, LLC 710.00%0.00%0.00%Q3 2014Q3 20168
BAIRD ROBERT W & CO INC /WI/ 880.06%0.08%0.09%Q2 2013Q1 20158
Column Capital Advisors, LLC 880.01%0.01%0.02%Q2 2020Q1 20228
Ranch Capital Advisors Inc. 880.00%0.00%0.00%Q4 2019Q3 20218
C2C Wealth Management, LLC 880.64%0.76%0.85%Q4 2021Q3 20238
AE Wealth Management LLC 880.00%0.00%0.00%Q3 2020Q2 20228
Torch Wealth Management LLC 770.22%0.26%0.28%Q4 2013Q2 20157
First Horizon Advisors, Inc. 610.00%0.00%0.00%Q2 2018Q4 20227
REGIONS FINANCIAL CORP 610.00%0.00%0.00%Q4 2017Q1 20227
Evercore Wealth Management, LLC 610.00%0.01%0.01%Q4 2016Q1 20227
Moors & Cabot, Inc. 610.01%0.02%0.03%Q2 2020Q2 20227
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Squar Milner Financial Services LLC 520.02%0.03%0.10%Q2 2018Q1 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.04%0.08%0.12%Q2 2013Q4 20147
NATIONAL PLANNING CORP 610.02%0.03%0.04%Q3 2013Q4 20157
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.01%Q2 2013Q4 20147
Zions Trust, National Association 770.16%0.18%0.21%Q2 2013Q4 20147
Retirement Group, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Tower Research Capital LLC (TRC) 110.00%0.00%0.01%Q2 2013Q4 20227
GILL CAPITAL PARTNERS, LLC 510.10%0.14%0.21%Q4 2018Q4 20217
DUBUQUE BANK & TRUST CO 770.01%0.01%0.01%Q3 2016Q1 20187
Golden State Wealth Management, LLC 430.01%0.03%0.05%Q1 2019Q1 20227
Full Value Advisors, LLC 773.97%11.54%37.95%Q1 2007Q3 20087
HOWE & RUSLING INC 770.00%0.00%0.00%Q1 2014Q3 20157
Cordasco Financial Network 770.03%0.12%0.20%Q4 2013Q2 20157
Wagner Wealth Management, LLC 520.06%0.41%0.83%Q4 2020Q3 20227
SILVERLAKE WEALTH MANAGEMENT LLC 770.12%0.14%0.15%Q4 2021Q2 20237
WASHINGTON TRUST BANK 770.00%0.01%0.01%Q1 2014Q3 20157
REILLY FINANCIAL ADVISORS, LLC 520.00%0.01%0.01%Q2 2013Q2 20157
Charter Oak Capital Management, LLC 770.03%0.03%0.04%Q4 2020Q2 20227
Versant Capital Management, Inc 770.00%0.00%0.00%Q4 2017Q2 20197
Good Life Advisors, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
Sonora Investment Management, LLC 430.00%0.00%0.01%Q2 2018Q3 20217
AXXCESS WEALTH MANAGEMENT, LLC 770.02%0.02%0.03%Q4 2021Q2 20237
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 770.17%0.24%0.30%Q2 2018Q4 20197
Weiss Asset Management LP 110.02%0.08%0.17%Q4 2015Q4 20226
Ruggie Capital Group 510.05%0.08%0.09%Q2 2017Q4 20186
Atria Wealth Solutions, Inc. 510.01%0.01%0.01%Q1 2022Q3 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.00%0.00%0.00%Q2 2013Q3 20146
Chicago Partners Investment Group LLC 660.02%0.03%0.07%Q2 2017Q3 20186
Lowe Wealth Advisors, LLC 660.01%0.01%0.01%Q3 2022Q4 20236
IHT Wealth Management, LLC 660.01%0.02%0.04%Q4 2016Q1 20186
OLIVER LAGORE VANVALIN INVESTMENT GROUP 660.00%0.01%0.02%Q2 2022Q3 20236
Eudaimonia Partners, LLC 660.01%0.03%0.05%Q4 2019Q1 20216
Winslow, Evans & Crocker, Inc. 660.01%0.02%0.05%Q3 2019Q4 20206
UBS AG 660.02%0.03%0.03%Q2 2013Q3 20146
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.05%0.13%Q4 2014Q3 20186
BBR PARTNERS, LLC 420.03%0.03%0.04%Q2 2018Q4 20196
Joel Isaacson & Co., LLC 660.00%0.00%0.01%Q1 2015Q2 20166
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 420.04%0.18%0.43%Q2 2015Q1 20206
Rehmann Capital Advisory Group 660.00%0.00%0.00%Q2 2018Q3 20196
BOK Financial Private Wealth, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.02%Q2 2022Q3 20236
Raleigh Capital Management Inc. 660.00%0.01%0.01%Q1 2022Q2 20236
US FINANCIAL ADVISORS, LLC 660.27%0.44%0.58%Q4 2014Q1 20166
B. Riley Wealth Management, Inc. 510.00%0.02%0.03%Q1 2014Q2 20226
Shaker Financial Services, LLC 210.15%0.20%0.39%Q2 2013Q4 20226
Intrinsic Edge Capital Management LLC 510.16%0.26%0.38%Q4 2016Q1 20216
WealthTrust Fairport, LLC 310.00%0.00%0.01%Q2 2013Q1 20196
Court Place Advisors, LLC 660.10%0.12%0.13%Q4 2015Q1 20176
FORVIS Wealth Advisors, LLC 320.01%0.01%0.01%Q2 2022Q3 20235
Cornerstone Wealth Management, LLC 320.01%0.04%0.06%Q2 2018Q4 20205
Quadrant Private Wealth Management, LLC 551.08%1.22%1.48%Q4 2017Q4 20185
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
DELTA ASSET MANAGEMENT LLC/TN 550.00%0.00%0.00%Q4 2017Q4 20185
Strategic Asset Management, LLC 550.04%0.04%0.04%Q3 2021Q3 20225
PATHSTONE FAMILY OFFICE, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
ACG Wealth 550.04%0.04%0.04%Q4 2016Q4 20175
Dakota Wealth Management 550.04%0.06%0.08%Q3 2022Q3 20235
EXENCIAL WEALTH ADVISORS, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
ANCORA FAMILY WEALTH ADVISORS, LLC 550.22%0.29%0.36%Q3 2015Q3 20165
Ford Financial Group, LLC 210.04%0.10%0.16%Q1 2020Q1 20225
Bedell Frazier Investment Counselling, LLC 551.19%1.29%1.39%Q3 2022Q3 20235
Clarus Wealth Advisors 550.01%0.02%0.02%Q2 2018Q2 20195
Total Clarity Wealth Management, Inc. 210.03%0.06%0.09%Q4 2019Q2 20225
Mascoma Wealth Management LLC 550.00%0.00%0.00%Q3 2022Q3 20235
ZAZOVE ASSOCIATES LLC 550.02%0.03%0.03%Q3 2016Q3 20175
WealthTrust Axiom LLC 550.07%0.07%0.07%Q1 2021Q1 20225
CoreFirst Bank & Trust 550.03%0.03%0.03%Q4 2020Q4 20215
BlackRock Inc. 320.00%0.00%0.00%Q3 2019Q3 20225
Patten Group, Inc. 550.06%0.07%0.08%Q1 2021Q1 20225
Western Pacific Wealth Management, LP 550.00%0.00%0.01%Q1 2022Q1 20235
SJS Investment Consulting Inc. 320.00%0.00%0.00%Q4 2021Q1 20235
Elevated Capital Advisors, LLC 310.80%0.91%0.97%Q3 2021Q1 20235
MV CAPITAL MANAGEMENT, INC. 550.00%0.00%0.00%Q2 2021Q2 20225
Strategic Advisors LLC 410.03%0.04%0.05%Q3 2021Q1 20235
SeaCrest Wealth Management, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Syverson Strege & Co 550.02%0.02%0.03%Q4 2020Q4 20215
LIBERTY WEALTH MANAGEMENT LLC 410.00%0.01%0.01%Q1 2020Q3 20215
RDA Financial Network 320.08%0.09%0.09%Q4 2020Q1 20225
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
TFS CAPITAL LLC 210.03%0.06%0.12%Q2 2013Q1 20164
LEVEL FOUR FINANCIAL, LLC 440.19%0.21%0.22%Q4 2020Q3 20214
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.01%Q3 2015Q3 20234
CHANNEL WEALTH LLC 440.16%0.23%0.29%Q1 2023Q4 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Delphi Private Advisors LLC 440.51%0.73%0.86%Q4 2017Q3 20184
DFPG INVESTMENTS, LLC 440.16%0.20%0.23%Q1 2019Q4 20194
COUNTRY TRUST BANK 440.00%0.00%0.00%Q1 2018Q4 20184
Coe Capital Management, LLC 440.11%0.13%0.15%Q4 2015Q3 20164
FSA Wealth Management LLC 310.02%0.02%0.03%Q4 2019Q4 20204
Kelman-Lazarov, Inc. 440.01%0.01%0.01%Q1 2016Q4 20164
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
ARROW FINANCIAL CORP 440.00%0.00%0.00%Q3 2021Q2 20224
RMB Capital Management, LLC 110.01%0.03%0.11%Q4 2015Q4 20184
ROBINSON CAPITAL MANAGEMENT, LLC 440.36%0.48%0.71%Q4 2013Q3 20144
CALTON & ASSOCIATES, INC. 440.01%0.01%0.01%Q4 2017Q3 20184
Cassaday & Co Wealth Management LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.09%0.11%0.12%Q4 2022Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.04%0.11%Q4 2020Q4 20224
Register Financial Advisors LLC 440.07%0.08%0.10%Q4 2022Q3 20234
Bartlett & Co. LLC 310.00%0.00%0.00%Q2 2013Q1 20154
Newbridge Financial Services Group, Inc. 440.07%0.09%0.12%Q3 2020Q2 20214
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 440.13%0.18%0.20%Q2 2015Q1 20164
Realta Investment Advisors 440.00%0.01%0.02%Q1 2019Q4 20194
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q4 2018Q1 20214
Plante Moran Financial Advisors, LLC 220.00%0.00%0.00%Q4 2014Q3 20194
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q1 2016Q3 20234
Garden State Investment Advisory Services LLC 440.15%0.17%0.19%Q4 2022Q3 20234
Maryland Capital Management 220.03%0.03%0.04%Q1 2015Q3 20164
SYNOVUS FINANCIAL CORP 330.00%0.00%0.00%Q4 2019Q2 20203
RB Capital Management, LLC 330.12%0.14%0.15%Q2 2019Q4 20193
BerganKDV Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Strategic Financial Concepts, LLC 330.07%0.09%0.11%Q1 2023Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
MGO ONE SEVEN LLC 210.00%0.03%0.04%Q4 2017Q4 20183
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q4 2013Q2 20143
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Diversified Investment Strategies, LLC 210.78%1.37%1.66%Q2 2013Q2 20143
FIRST FOUNDATION ADVISORS 330.02%0.02%0.03%Q2 2020Q4 20203
KCM INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q3 2021Q1 20223
NINE MASTS CAPITAL Ltd 210.04%0.42%0.84%Q4 2016Q3 20183
Savior LLC 330.04%0.05%0.06%Q4 2019Q2 20203
Virtue Capital Management, LLC 210.05%0.05%0.06%Q4 2017Q3 20183
FIRST COMMUNITY TRUST NA 330.01%0.01%0.01%Q4 2021Q2 20223
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20233
FNY Investment Advisers, LLC 210.01%0.05%0.07%Q4 2018Q4 20193
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Vident Investment Advisory, LLC 330.42%0.65%0.83%Q1 2019Q3 20193
INVESTMENT CENTERS OF AMERICA INC 330.06%0.07%0.08%Q3 2014Q1 20153
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Elequin Capital, LP 210.00%0.05%0.07%Q4 2022Q3 20233
Genesis Wealth Advisors, LLC 330.10%0.11%0.11%Q4 2014Q2 20153
RMR Advisors LLC 330.37%0.38%0.41%Q2 2013Q4 20133
SG Americas Securities, LLC 210.01%0.01%0.01%Q4 2013Q1 20163
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Blume Capital Management, Inc. 330.04%0.04%0.04%Q4 2014Q2 20153
Prosperity Wealth Management, Inc. 330.18%0.28%0.34%Q1 2023Q3 20233
Cascadia Advisory Services, LLC 210.06%0.10%0.12%Q4 2019Q3 20203
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Firestone Capital Management 330.01%0.01%0.01%Q4 2019Q2 20203
STERNE AGEE GROUP, INC. 330.06%0.09%0.15%Q3 2014Q1 20153
Fiduciary Planning LLC 330.00%0.01%0.01%Q3 2020Q1 20213
BLAIR WILLIAM & CO/IL 210.00%0.00%0.00%Q3 2017Q3 20183
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 210.02%0.03%0.04%Q4 2018Q3 20213
Perigon Wealth Management, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
LEVEL FOUR ADVISORY SERVICES, LLC 330.02%0.03%0.04%Q4 2021Q2 20223
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.81%0.87%0.96%Q1 2018Q3 20183
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
FourThought Financial Partners, LLC 330.03%0.04%0.05%Q4 2022Q2 20233
Cornerstone Advisors, LLC 210.20%0.36%0.57%Q4 2019Q3 20233
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Gupta Wealth Management LLC 330.00%0.01%0.02%Q2 2015Q4 20153
TOMPKINS FINANCIAL CORP 210.01%0.01%0.01%Q4 2020Q3 20213
Matisse Capital 330.62%0.69%0.73%Q1 2016Q3 20163
Taylor Hoffman Wealth Management 210.01%0.01%0.02%Q3 2019Q2 20203
TCG Advisors, LP 330.70%0.73%0.76%Q4 2018Q2 20193
CLOUGH CAPITAL PARTNERS L P 110.01%0.04%0.08%Q4 2015Q4 20173
Barrett Asset Management, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Financial Gravity Asset Management, Inc. 330.00%0.00%0.01%Q1 2018Q3 20183
Virtu Financial LLC 110.02%0.02%0.02%Q3 2017Q4 20182
IFG Advisory, LLC 110.02%0.03%0.03%Q1 2021Q4 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
WEST PACES ADVISORS INC. 220.00%0.01%0.01%Q4 2019Q1 20202
CERTUITY, LLC 220.06%0.07%0.07%Q1 2021Q2 20212
Lido Advisors, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Princeton Global Asset Management LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Polar Asset Management Partners Inc. 220.03%0.03%0.03%Q1 2020Q2 20202
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q2 2013Q3 20132
GEODE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Laurion Capital Management LP 110.00%0.01%0.01%Q1 2017Q1 20182
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Alpine Global Management, LLC 110.07%0.07%0.07%Q4 2018Q1 20202
NorthRock Partners, LLC 110.02%0.02%0.02%Q2 2021Q4 20212
SevenBridge Financial Group, LLC 110.02%0.02%0.02%Q2 2016Q4 20162
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Tradewinds Capital Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
SVB WEALTH LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Citadel Advisors 110.00%0.00%0.00%Q3 2019Q4 20202
Jolley Asset Management, LLC 220.18%0.18%0.18%Q4 2019Q1 20202
JANUS HENDERSON INVESTORS US LLC 220.00%0.00%0.00%Q2 2016Q3 20162
CITY HOLDING CO 220.02%0.02%0.02%Q1 2017Q2 20172
Archford Capital Strategies, LLC 220.00%0.01%0.03%Q4 2015Q1 20162
Farther Finance Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Palo Capital, Inc. 220.20%0.20%0.20%Q4 2014Q1 20152
AQR Arbitrage LLC 110.00%0.01%0.02%Q4 2018Q1 20202
Royal Fund Management, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
KMS FINANCIAL SERVICES, INC 220.03%0.03%0.03%Q2 2014Q3 20142
Signator Financial Services, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
WESTPORT RESOURCES MANAGEMENT INC 220.01%0.01%0.01%Q2 2016Q3 20162
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q1 20202
Laurel Wealth Advisors LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Intersect Capital LLC 220.01%0.01%0.01%Q4 2014Q1 20152
Disciplined Investments, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2016Q4 20212
PALLADIUM PARTNERS LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Advisor Resource Council 220.11%0.28%0.46%Q1 2022Q2 20222
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.02%Q1 2022Q4 20222
NEWGATE CAPITAL MANAGEMENT LLC 220.40%0.51%0.61%Q3 2013Q4 20132
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Archer Investment Corp 220.00%0.00%0.00%Q4 2020Q1 20212
CAHILL FINANCIAL ADVISORS INC 220.19%0.20%0.20%Q4 2013Q1 20142
KANALY TRUST CO 110.00%0.00%0.00%Q4 2016Q4 20161
Gemmer Asset Management LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Brown Advisory Securities, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Spectrum Management Group, LLC 110.03%0.03%0.03%Q3 2017Q3 20171
Scissortail Wealth Management, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Walleye Capital LLC 110.01%0.01%0.01%Q2 2022Q2 20221
J.W. COLE ADVISORS, INC. 110.04%0.04%0.04%Q3 2020Q3 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
QUADRANT CAPITAL GROUP LLC 110.01%0.01%0.01%Q3 2021Q3 20211
USCA RIA LLC 110.07%0.07%0.07%Q2 2014Q2 20141
OLD MISSION CAPITAL LLC 110.25%0.25%0.25%Q4 2018Q4 20181
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Forefront Analytics, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Allegis Investment Advisors, LLC 110.09%0.09%0.09%Q4 2015Q4 20151
Regal Investment Advisors LLC 110.00%0.00%0.00%Q1 2015Q1 20151
BOOTHBAY FUND MANAGEMENT, LLC 110.14%0.14%0.14%Q3 2015Q3 20151
Sullivan, Bruyette, Speros & Blaney, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ASSETMARK, INC 110.00%0.00%0.00%Q1 2021Q1 20211
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Prentice Wealth Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Smithfield Trust Co 110.00%0.00%0.00%Q2 2020Q2 20201
GFS Advisors, LLC 110.06%0.06%0.06%Q1 2016Q1 20161
MONUMENTAL FINANCIAL GROUP INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
LOEB PARTNERS CORP 110.01%0.01%0.01%Q4 2018Q4 20181
Squarepoint Ops LLC 110.12%0.12%0.12%Q4 2015Q4 20151
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
ADE, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TD Capital Management LLC 110.00%0.00%0.00%Q2 2016Q2 20161
BlueCrest Capital Management LLP 110.01%0.01%0.01%Q2 2014Q2 20141
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.59%0.59%0.59%Q4 2019Q4 20191
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2016Q4 20161
COZAD ASSET MANAGEMENT INC 110.03%0.03%0.03%Q1 2021Q1 20211
Consolidated Portfolio Review Corp 110.20%0.20%0.20%Q3 2023Q3 20231
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
McElhenny Sheffield Capital Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Aristotle Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Community Financial Services Group, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Perella Weinberg Partners Capital Management LP 110.02%0.02%0.02%Q2 2013Q2 20131
SIT INVESTMENT ASSOCIATES INC 110.29%0.29%0.29%Q4 2019Q4 20191
ORG Partners LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Fortitude Advisory Group L.L.C. 110.02%0.02%0.02%Q4 2021Q4 20211
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Claro Advisors LLC 110.10%0.10%0.10%Q4 2018Q4 20181
WealthTrust-Arizona, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Whitnell & Co. 110.01%0.01%0.01%Q2 2013Q2 20131
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
HBC Financial Services, PLLC 110.04%0.04%0.04%Q3 2023Q3 20231
Relative Value Partners, LLC 110.03%0.03%0.03%Q4 2013Q4 20131
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
TCWP LLC 110.04%0.04%0.04%Q1 2022Q1 20221
First Command Bank 110.01%0.01%0.01%Q3 2018Q3 20181
Simplicity Solutions, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Guardian Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Kore Private Wealth LLC 110.00%0.00%0.00%Q4 2018Q4 20181
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2023Q1 20231
CASTLE WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Balentine LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
LWM Advisory Services, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Stanley-Laman Group, Ltd. 110.06%0.06%0.06%Q4 2016Q4 20161
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.01%0.01%0.01%Q1 2015Q1 20151
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Aveo Capital Partners, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
LBA Wealth Management, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Flow State Investments, L.P. 110.14%0.14%0.14%Q3 2023Q3 20231
Questar Asset Management, Inc. 110.82%0.82%0.82%Q4 2018Q4 20181
First Command Financial Services, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
PRW Wealth Management LLC 110.08%0.08%0.08%Q2 2021Q2 20211
CNB Bank 110.02%0.02%0.02%Q1 2020Q1 20201
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This page lists all the filers that currently own COHEN & STEERS INFRASTRUCTUR or have owned COHEN & STEERS INFRASTRUCTUR in the past.