COHEN & STEERS INFRASTRUCTUR shareholder history

Current and past COHEN & STEERS INFRASTRUCTUR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUNTINGTON NATIONAL BANK 39160.00%0.00%0.02%Q1 2010Q2 202455
Pekin Hardy Strauss, Inc. 46460.02%0.06%0.10%Q1 2013Q2 202446
WELLS FARGO & COMPANY/MN 45450.01%0.01%0.01%Q2 2013Q2 202445
OPPENHEIMER & CO INC 45450.00%0.02%0.04%Q2 2013Q2 202445
RAYMOND JAMES TRUST N.A. 45450.01%0.02%0.04%Q2 2013Q2 202445
LPL Financial LLC 45450.00%0.01%0.04%Q2 2013Q2 202445
Cambridge Investment Research Advisors, Inc. 45450.01%0.02%0.03%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.01%0.03%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.01%0.01%Q2 2013Q2 202445
Raymond James Financial Services Advisors, Inc. 45450.01%0.04%0.12%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.00%Q2 2013Q2 202445
CITIGROUP INC 45450.00%0.00%0.00%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.01%Q2 2013Q2 202445
GUGGENHEIM CAPITAL LLC 45450.00%0.03%0.07%Q2 2013Q2 202445
RAYMOND JAMES & ASSOCIATES 45450.00%0.02%0.04%Q2 2013Q2 202445
CONNING INC. 45450.06%0.11%0.16%Q2 2013Q2 202445
Creative Planning 45450.00%0.00%0.01%Q2 2013Q2 202445
FIFTH THIRD BANCORP 45450.00%0.00%0.00%Q2 2013Q2 202445
FIRST MANHATTAN CO. LLC. 44440.00%0.00%0.00%Q2 2013Q1 202444
US BANCORP \DE\ 34100.00%0.00%0.00%Q2 2013Q2 202444
ROCKY MOUNTAIN ADVISERS, LLC 43430.23%4.39%17.41%Q4 2013Q2 202443
HighTower Advisors, LLC 3670.00%0.01%0.04%Q2 2013Q2 202443
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31120.00%0.00%0.00%Q3 2013Q2 202443
MERIDIAN INVESTMENT COUNSEL INC. 43430.17%0.46%1.18%Q4 2013Q2 202443
Janney Montgomery Scott LLC 32110.00%0.01%0.02%Q3 2013Q2 202443
North Star Investment Management Corp. 42420.01%0.02%0.03%Q1 2014Q2 202442
STIFEL FINANCIAL CORP 42420.00%0.01%0.01%Q1 2014Q2 202442
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.05%0.22%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 15120.04%0.16%0.43%Q2 2013Q2 202441
SHUFRO ROSE & CO LLC 2710.02%0.03%0.04%Q3 2012Q3 202341
WEDBUSH SECURITIES INC 30100.03%0.08%0.14%Q2 2013Q2 202440
Rathbones Group PLC 40400.02%0.05%0.08%Q3 2014Q2 202440
Gradient Investments LLC 2110.00%0.00%0.00%Q2 2013Q4 202339
Invesco Ltd. 3270.00%0.00%0.00%Q2 2013Q3 202339
UBS Group AG 39390.01%0.01%0.03%Q4 2014Q2 202439
McGowan Group Asset Management, Inc. 39392.35%4.05%5.39%Q4 2014Q2 202439
BENJAMIN F. EDWARDS & COMPANY, INC. 39390.00%0.01%0.02%Q4 2014Q2 202439
OLD SECOND NATIONAL BANK OF AURORA 38380.00%0.01%0.01%Q1 2015Q2 202438
Sandy Spring Bank 3530.00%0.01%0.02%Q2 2013Q3 202338
DAVENPORT & Co LLC 37370.00%0.00%0.01%Q2 2015Q2 202437
DIXON HUBARD FEINOUR & BROWN INC/VA 37370.13%0.47%0.66%Q2 2013Q2 202237
Capital Advisors, Ltd. LLC 36360.02%0.06%0.10%Q3 2015Q2 202436
Ancora Advisors LLC 36360.00%0.03%0.16%Q3 2015Q2 202436
Advisory Services Network, LLC 1310.00%0.01%0.07%Q4 2013Q2 202435
Baird Financial Group, Inc. 35350.00%0.02%0.05%Q2 2015Q4 202335
ENVESTNET ASSET MANAGEMENT INC 2120.00%0.00%0.00%Q3 2014Q2 202435
HM PAYSON & CO 21130.00%0.01%0.01%Q3 2015Q2 202434
Geneos Wealth Management Inc. 34340.00%0.00%0.01%Q1 2016Q2 202434
Advisors Asset Management, Inc. 33330.02%0.24%0.73%Q2 2013Q2 202133
AMERIPRISE FINANCIAL INC 3020.00%0.00%0.02%Q2 2013Q2 202432
WHITTIER TRUST CO 3010.00%0.00%0.00%Q4 2015Q2 202431
Steward Partners Investment Advisory, LLC 31310.00%0.02%0.08%Q4 2016Q2 202431
Glen Eagle Advisors, LLC 31310.00%0.01%0.02%Q4 2016Q2 202431
Camelot Portfolios, LLC 31310.13%0.96%1.99%Q2 2013Q4 202031
Parallel Advisors, LLC 30300.00%0.00%0.01%Q1 2017Q2 202430
CWM, LLC 19110.00%0.00%0.01%Q4 2016Q2 202430
Aviance Capital Partners, LLC 30300.19%0.33%0.55%Q1 2017Q2 202430
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2190.06%1.08%2.09%Q4 2015Q2 202330
Prospera Financial Services Inc 2190.01%0.07%0.14%Q4 2016Q2 202430
Oxbow Advisors, LLC 30300.19%0.31%0.58%Q2 2013Q3 202030
FIRST TRUST ADVISORS LP 29290.00%0.00%0.01%Q2 2017Q2 202429
MASSMUTUAL TRUST CO FSB/ADV 2510.00%0.00%0.00%Q3 2014Q2 202329
STEPHENS INC /AR/ 1510.00%0.01%0.02%Q3 2014Q1 202429
MCKINLEY CAPITAL MANAGEMENT LLC 28280.05%0.11%0.18%Q1 2017Q4 202328
Private Advisor Group, LLC 28280.00%0.02%0.05%Q3 2017Q2 202428
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
COMMONWEALTH EQUITY SERVICES, LLC 27270.01%0.01%0.02%Q4 2017Q2 202427
MUFG Americas Holdings Corp 2430.00%0.00%0.01%Q3 2011Q3 202027
BALDWIN WEALTH PARTNERS LLC/MA 1980.00%0.01%0.01%Q1 2016Q2 202427
LexAurum Advisors, LLC 27270.13%0.31%0.55%Q4 2017Q2 202427
SIGNATUREFD, LLC 1510.00%0.01%0.03%Q1 2014Q2 202327
NEXT Financial Group, Inc 1460.00%0.03%0.12%Q2 2014Q4 202127
Quad-Cities Investment Group, LLC 26260.27%0.48%0.72%Q1 2018Q2 202426
BB&T SECURITIES, LLC 26260.01%0.02%0.06%Q2 2013Q3 201926
Apriem Advisors 26260.01%0.50%1.33%Q2 2013Q3 201926
Cetera Advisor Networks LLC 2310.01%0.02%0.03%Q3 2016Q4 202325
IFP Advisors, Inc 14100.00%0.02%0.06%Q4 2015Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.01%Q3 2018Q2 202424
Certified Advisory Corp 1130.03%0.11%0.32%Q4 2017Q2 202424
Arete Wealth Advisors, LLC 1950.04%0.25%0.61%Q1 2014Q1 202024
Zions Bancorporation, N.A. 23230.01%0.02%0.09%Q4 2018Q2 202423
PATTEN & PATTEN INC/TN 1810.02%0.15%0.30%Q2 2013Q1 202223
9258 Wealth Management, LLC 23230.10%0.38%1.10%Q4 2018Q2 202423
TrinityPoint Wealth, LLC 23230.10%0.15%0.24%Q4 2018Q2 202423
CREATIVE FINANCIAL DESIGNS INC /ADV 1670.00%0.01%0.02%Q4 2016Q2 202423
BANK OF MONTREAL /CAN/ 1110.00%0.00%0.01%Q4 2013Q1 202323
GARRISON BRADFORD & ASSOCIATES INC 1760.18%0.24%0.34%Q2 2013Q1 201923
Sargent Investment Group, LLC 23230.27%0.65%1.12%Q4 2018Q2 202423
Kovack Advisors, Inc. 1630.02%0.06%0.20%Q2 2017Q1 202423
Kingsview Wealth Management, LLC 22220.01%0.03%0.08%Q1 2019Q2 202422
Shulman DeMeo Asset Management LLC 11110.07%0.12%0.19%Q4 2018Q2 202422
GOLDMAN SACHS GROUP INC 910.00%0.00%0.00%Q1 2012Q2 202422
Stratos Wealth Partners, LTD. 1110.00%0.01%0.03%Q1 2015Q2 202422
Cetera Advisors LLC 21210.01%0.05%0.14%Q4 2018Q4 202321
Sigma Planning Corp 1220.01%0.02%0.06%Q4 2014Q2 202421
Belpointe Asset Management LLC 1920.01%0.03%0.12%Q3 2018Q2 202421
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
Mariner, LLC 21210.00%0.01%0.02%Q2 2019Q2 202421
Westside Investment Management, Inc. 1810.00%0.00%0.00%Q3 2018Q2 202421
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
DOLIVER ADVISORS, LP 1310.10%0.51%1.32%Q1 2013Q1 202020
MML INVESTORS SERVICES, LLC 1820.00%0.01%0.02%Q1 2019Q2 202420
STEWART WEST INDIES TRADING CO., LTD 20203.30%4.02%4.84%Q2 2013Q1 201820
CORNERSTONE ADVISORS INC 1310.05%0.69%1.99%Q3 2013Q4 201819
Avior Wealth Management, LLC 19190.00%0.02%0.05%Q4 2019Q2 202419
Samalin Investment Counsel, LLC 19190.22%0.46%0.68%Q4 2019Q2 202419
Thomas J. Herzfeld Advisors, Inc. 1630.02%0.82%1.34%Q2 2013Q1 201819
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.05%0.20%Q2 2013Q4 202319
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1210.00%0.03%0.05%Q2 2013Q1 202019
Monterey Private Wealth, Inc. 19190.16%0.32%0.61%Q4 2019Q2 202419
Integrated Advisors Network LLC 19190.04%0.09%0.17%Q4 2019Q2 202419
FMR LLC 810.00%0.00%0.00%Q3 2018Q2 202419
Merit Financial Group, LLC 19190.01%0.04%0.07%Q4 2019Q2 202419
BELLEVUE ASSET MANAGEMENT, LLC 19190.03%0.06%0.10%Q4 2019Q2 202419
WealthBridge Capital Management, LLC 1520.09%0.12%0.18%Q4 2018Q2 202419
TRUIST FINANCIAL CORP 18180.00%0.01%0.01%Q4 2019Q1 202418
OSAIC HOLDINGS, INC. 18180.01%0.02%0.02%Q1 2020Q2 202418
Cutter & CO Brokerage, Inc. 18180.13%0.18%0.22%Q4 2019Q1 202418
Allworth Financial LP 1710.00%0.00%0.00%Q1 2017Q2 202418
AdvisorNet Financial, Inc 1610.00%0.00%0.01%Q1 2018Q2 202418
Avion Wealth 18180.00%0.00%0.00%Q1 2020Q2 202418
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
1832 Asset Management L.P. 1710.01%0.07%0.10%Q2 2013Q1 202018
BROWN ADVISORY INC 1410.00%0.00%0.00%Q2 2016Q2 202318
CREDIT SUISSE AG/ 1260.00%0.00%0.00%Q1 2013Q3 202218
Capital Investment Advisory Services, LLC 1620.02%0.06%0.09%Q2 2019Q2 202418
MERCER GLOBAL ADVISORS INC /ADV 17170.00%0.00%0.01%Q2 2020Q2 202417
WFG Advisors, LP 17170.02%0.08%0.16%Q2 2013Q2 201717
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17170.00%0.00%0.00%Q2 2020Q2 202417
B. Riley Wealth Advisors, Inc. 1310.00%0.02%0.03%Q2 2014Q2 202417
Concert Wealth Management Inc. 17170.00%0.11%0.58%Q2 2013Q2 201717
DEUTSCHE BANK AG\ 1250.00%0.00%0.01%Q3 2013Q2 202117
People's United Financial, Inc. 17170.00%0.00%0.00%Q2 2013Q2 201717
Sugarloaf Wealth Management, LLC 17170.01%0.03%0.05%Q4 2019Q4 202317
Live Oak Private Wealth LLC 17170.05%0.07%0.10%Q2 2020Q2 202417
MANUFACTURERS LIFE INSURANCE COMPANY, THE 970.00%0.00%0.00%Q4 2013Q2 201816
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 16160.33%0.76%1.10%Q2 2013Q1 201716
KESTRA PRIVATE WEALTH SERVICES, LLC 16160.04%0.08%0.12%Q3 2020Q2 202416
CAROLINAS WEALTH CONSULTING LLC 16160.00%0.03%0.05%Q3 2020Q2 202416
Kestra Advisory Services, LLC 16160.01%0.03%0.05%Q3 2020Q2 202416
Ahrens Investment Partners LLC 710.03%0.34%0.70%Q4 2018Q1 202315
Advisor Group, Inc. 15150.02%0.02%0.03%Q2 2016Q4 201915
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
Accel Wealth Management 15150.17%1.10%1.58%Q4 2020Q2 202415
ADVANTAGE INVESTMENT MANAGEMENT, LLC 15150.00%0.00%0.01%Q1 2015Q3 201815
SUNTRUST BANKS INC 15150.00%0.00%0.01%Q1 2016Q3 201915
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
Karpus Management, Inc. 15150.03%0.88%1.18%Q2 2013Q4 201615
Community Bank of Raymore 15150.10%0.13%0.22%Q4 2020Q2 202415
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
COMMERCE BANK 15150.00%0.00%0.01%Q4 2020Q2 202415
Future Financial Wealth Managment LLC 15150.22%0.44%0.59%Q4 2020Q2 202415
MSI Financial Services Inc 15150.01%0.03%0.07%Q2 2013Q4 201615
Cardan Capital Partners, LLC 1130.03%0.07%0.15%Q4 2015Q3 202014
Global Retirement Partners, LLC 1040.00%0.00%0.00%Q4 2020Q2 202414
Capital Investment Advisors, LLC 920.01%0.02%0.03%Q4 2013Q1 202114
Cornerstone Advisory, LLC 950.04%0.43%0.97%Q4 2019Q2 202414
Cetera Investment Advisers 14140.01%0.01%0.01%Q4 2020Q1 202414
ALPS ADVISORS INC 14140.28%0.47%0.69%Q2 2018Q3 202114
Advisor OS, LLC 14140.03%0.06%0.09%Q4 2020Q1 202414
Spire Wealth Management 14140.00%0.01%0.01%Q1 2021Q2 202414
HARBOR INVESTMENT ADVISORY, LLC 14140.00%0.00%0.01%Q1 2021Q2 202414
Ellis Investment Partners, LLC 14140.00%0.00%0.01%Q2 2019Q3 202214
FAS Wealth Partners, Inc. 14140.02%0.03%0.03%Q1 2021Q2 202414
Miracle Mile Advisors, LLC 14140.01%0.09%0.13%Q1 2020Q2 202314
Piscataqua Savings Bank 14140.01%0.02%0.02%Q1 2021Q2 202414
D.A. DAVIDSON & CO. 1310.00%0.00%0.00%Q3 2013Q2 201714
First PREMIER Bank 13130.00%0.00%0.00%Q2 2021Q2 202413
Sound Income Strategies, LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
MATRIX PRIVATE CAPITAL GROUP LLC 13130.16%0.25%0.31%Q2 2021Q2 202413
SHEPHERD KAPLAN KROCHUK, LLC 13130.05%0.10%0.21%Q4 2014Q4 201713
Carroll Financial Associates, Inc. 1030.00%0.00%0.00%Q2 2018Q4 202113
HARBOUR INVESTMENTS, INC. 940.00%0.01%0.02%Q1 2021Q2 202413
Atlas Brown,Inc. 13130.16%0.28%0.33%Q2 2021Q2 202413
VALLEY NATIONAL ADVISERS INC 1120.00%0.00%0.00%Q1 2021Q2 202413
Bulldog Investors, LLP 12120.06%0.71%2.62%Q1 2010Q4 201212
Castle Rock Wealth Management, LLC 710.00%0.17%0.42%Q1 2019Q2 202212
VSR Financial Services, Inc. 12120.06%0.10%0.19%Q3 2013Q2 201612
GPS Wealth Strategies Group, LLC 750.00%0.00%0.01%Q1 2021Q1 202412
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
TOTH FINANCIAL ADVISORY CORP 12120.00%0.00%0.00%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
United Capital Management of KS, Inc. 12120.85%1.15%1.44%Q3 2021Q2 202412
Mutual Advisors, LLC 840.02%0.03%0.05%Q3 2019Q1 202312
Financial Management Professionals, Inc. 12120.00%0.00%0.01%Q3 2021Q2 202412
Global Wealth Management Investment Advisory, Inc. 11110.00%0.00%0.00%Q4 2019Q2 202211
Investmark Advisory Group LLC 11110.12%0.19%0.30%Q4 2021Q2 202411
NewEdge Advisors, LLC 11110.00%0.01%0.03%Q4 2021Q2 202411
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.01%0.02%Q3 2020Q1 202411
Truvestments Capital LLC 510.00%0.01%0.03%Q3 2018Q4 202311
C2C Wealth Management, LLC 11110.64%1.96%5.77%Q4 2021Q2 202411
Key FInancial Inc 1010.01%0.01%0.02%Q1 2020Q1 202311
Capital Market Strategies LLC 11110.31%0.56%1.02%Q4 2021Q2 202411
JPMORGAN CHASE & CO 710.00%0.00%0.00%Q2 2013Q2 202411
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
All Season Financial Advisors, Inc. 920.31%0.72%1.34%Q2 2021Q2 202411
Paralel Advisors LLC 11112.96%3.59%4.66%Q4 2021Q2 202411
PRIMORIS WEALTH ADVISORS, LLC 11110.42%0.81%1.26%Q4 2021Q2 202411
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
BROWN, LISLE/CUMMINGS, INC. 11110.01%0.01%0.01%Q4 2021Q2 202411
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 910.01%0.05%0.09%Q3 2020Q2 202411
SALEM INVESTMENT COUNSELORS INC 11110.00%0.00%0.00%Q4 2021Q2 202411
Capital Bank & Trust Co 11110.00%0.00%0.01%Q3 2017Q1 202011
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
Kercheville Advisors, LLC 10100.12%0.16%0.28%Q4 2020Q1 202310
First Allied Advisory Services, Inc. 10100.02%0.28%0.53%Q2 2013Q3 201510
CULLEN/FROST BANKERS, INC. 820.00%0.00%0.00%Q1 2021Q2 202410
Commonwealth Financial Services, LLC 10100.01%0.01%0.02%Q4 2014Q1 201710
Bank of New York Mellon Corp 820.00%0.00%0.00%Q2 2013Q2 201610
&PARTNERS 550.12%0.21%0.32%Q4 2018Q1 202210
Edge Wealth Management LLC 10100.01%0.02%0.04%Q3 2016Q4 201810
Good Life Advisors, LLC 10100.03%0.03%0.04%Q1 2022Q2 202410
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.01%Q2 2018Q3 202010
BANK OF NOVA SCOTIA 520.00%0.01%0.02%Q3 2015Q4 201810
Retirement Group, LLC 990.00%0.00%0.01%Q1 2022Q1 20249
OLIVER LAGORE VANVALIN INVESTMENT GROUP 990.00%0.00%0.02%Q2 2022Q2 20249
Lindbrook Capital, LLC 810.00%0.01%0.01%Q4 2021Q2 20249
UNITED CAPITAL FINANCIAL ADVISORS, LLC 720.00%0.00%0.01%Q2 2017Q3 20219
Gramercy Funds Management LLC 990.00%0.16%0.74%Q1 2014Q1 20169
FineMark National Bank & Trust 990.00%0.00%0.00%Q2 2013Q2 20159
M&R CAPITAL MANAGEMENT INC 990.00%0.01%0.01%Q2 2016Q2 20189
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q3 2017Q4 20239
ATWOOD & PALMER INC 990.00%0.01%0.01%Q4 2020Q4 20229
Smith Affiliated Capital Corp. 990.00%0.00%0.00%Q2 2011Q2 20139
Capital Analysts, LLC 990.01%0.01%0.02%Q2 2013Q2 20159
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 990.01%0.01%0.04%Q4 2013Q4 20159
Atria Investments, Inc 990.13%0.16%0.21%Q3 2014Q3 20169
Regis Management CO LLC 990.07%0.08%0.08%Q4 2015Q4 20179
SILVERLAKE WEALTH MANAGEMENT LLC 720.08%0.13%0.15%Q4 2021Q2 20249
Atria Wealth Solutions, Inc. 810.01%0.01%0.02%Q1 2022Q2 20249
PRIVATE TRUST CO NA 990.01%0.01%0.02%Q2 2022Q2 20249
Kerntke Otto McGlone Wealth Management Group 990.30%0.71%1.32%Q4 2019Q4 20219
Pinnacle Summer Investments, Inc. 810.00%0.00%0.01%Q2 2013Q3 20159
Klingman & Associates, LLC 880.01%0.01%0.01%Q4 2014Q3 20168
BAIRD ROBERT W & CO INC /WI/ 880.06%0.08%0.09%Q2 2013Q1 20158
Tower Research Capital LLC (TRC) 110.00%0.00%0.01%Q2 2013Q2 20248
BOENNING & SCATTERGOOD, INC. 880.04%0.04%0.04%Q1 2021Q4 20228
Snowden Capital Advisors LLC 880.01%0.01%0.02%Q3 2021Q2 20238
BOK Financial Private Wealth, Inc. 880.00%0.00%0.00%Q2 2022Q1 20248
FourThought Financial, LLC 880.06%0.11%0.20%Q4 2020Q3 20228
First Horizon Advisors, Inc. 610.00%0.00%0.00%Q2 2018Q2 20248
Dakota Wealth Management 880.02%0.05%0.08%Q3 2022Q2 20248
Bedell Frazier Investment Counselling, LLC 881.04%1.63%2.77%Q3 2022Q2 20248
Heritage Trust Co 880.02%0.02%0.02%Q1 2017Q4 20188
Lowe Wealth Advisors, LLC 880.01%0.01%0.01%Q3 2022Q2 20248
HABERER REGISTERED INVESTMENT ADVISOR INC 880.33%0.95%1.49%Q2 2013Q1 20158
BlackRock Investment Management, LLC 880.00%0.00%0.00%Q1 2014Q4 20158
Lake Point Wealth Management 510.00%0.00%0.00%Q1 2019Q2 20228
SEI INVESTMENTS CO 410.00%0.00%0.00%Q1 2016Q2 20188
First Allied Asset Management, Inc. 881.06%1.33%1.50%Q2 2013Q1 20158
Column Capital Advisors, LLC 880.01%0.01%0.02%Q2 2020Q1 20228
CapWealth Advisors, LLC 710.00%0.00%0.00%Q3 2014Q3 20168
Ranch Capital Advisors Inc. 880.00%0.00%0.00%Q4 2019Q3 20218
DELTA ASSET MANAGEMENT LLC/TN 530.00%0.00%0.00%Q4 2017Q2 20248
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 710.00%0.00%0.01%Q1 2020Q1 20228
Americana Partners, LLC 880.03%0.20%0.31%Q3 2021Q2 20238
AE Wealth Management LLC 880.00%0.00%0.00%Q3 2020Q2 20228
NATIONAL PLANNING CORP 610.02%0.03%0.04%Q3 2013Q4 20157
Cordasco Financial Network 770.03%0.12%0.20%Q4 2013Q2 20157
NEW ENGLAND SECURITIES CORP /MA/ 770.04%0.08%0.12%Q2 2013Q4 20147
Weiss Asset Management LP 110.02%0.07%0.17%Q4 2015Q4 20237
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.02%0.16%0.43%Q2 2015Q4 20237
AXXCESS WEALTH MANAGEMENT, LLC 770.02%0.02%0.03%Q4 2021Q2 20237
Zions Trust, National Association 770.16%0.18%0.21%Q2 2013Q4 20147
Mascoma Wealth Management LLC 770.00%0.00%0.00%Q3 2022Q1 20247
Cyndeo Wealth Partners, LLC 770.08%0.10%0.12%Q4 2022Q2 20247
Garden State Investment Advisory Services LLC 770.15%0.18%0.20%Q4 2022Q2 20247
Wagner Wealth Management, LLC 520.06%0.41%0.83%Q4 2020Q3 20227
Squar Milner Financial Services LLC 520.02%0.03%0.10%Q2 2018Q1 20207
HOWE & RUSLING INC 770.00%0.00%0.00%Q1 2014Q3 20157
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Moors & Cabot, Inc. 610.01%0.02%0.03%Q2 2020Q2 20227
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 770.17%0.24%0.30%Q2 2018Q4 20197
Sonora Investment Management, LLC 430.00%0.00%0.01%Q2 2018Q3 20217
Torch Wealth Management LLC 770.22%0.26%0.28%Q4 2013Q2 20157
Full Value Advisors, LLC 773.97%11.54%37.95%Q1 2007Q3 20087
Golden State Wealth Management, LLC 430.01%0.03%0.05%Q1 2019Q1 20227
Evercore Wealth Management, LLC 610.00%0.01%0.01%Q4 2016Q1 20227
Versant Capital Management, Inc 770.00%0.00%0.00%Q4 2017Q2 20197
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
DUBUQUE BANK & TRUST CO 770.01%0.01%0.01%Q3 2016Q1 20187
REGIONS FINANCIAL CORP 610.00%0.00%0.00%Q4 2017Q1 20227
GILL CAPITAL PARTNERS, LLC 510.10%0.14%0.21%Q4 2018Q4 20217
WASHINGTON TRUST BANK 770.00%0.01%0.01%Q1 2014Q3 20157
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.01%Q2 2013Q4 20147
EverSource Wealth Advisors, LLC 770.00%0.00%0.01%Q4 2022Q2 20247
CHANNEL WEALTH LLC 660.11%0.19%0.29%Q1 2023Q2 20246
Prosperity Wealth Management, Inc. 660.13%0.24%0.34%Q1 2023Q2 20246
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.05%0.13%Q4 2014Q3 20186
US FINANCIAL ADVISORS, LLC 660.27%0.44%0.58%Q4 2014Q1 20166
Sunbelt Securities, Inc. 660.00%0.01%0.01%Q1 2023Q2 20246
Court Place Advisors, LLC 660.10%0.12%0.13%Q4 2015Q1 20176
COMERICA BANK 420.00%0.00%0.00%Q2 2013Q2 20246
Intrinsic Edge Capital Management LLC 510.16%0.26%0.38%Q4 2016Q1 20216
Venturi Wealth Management, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Rehmann Capital Advisory Group 660.00%0.00%0.00%Q2 2018Q3 20196
IHT Wealth Management, LLC 660.01%0.02%0.04%Q4 2016Q1 20186
Householder Group Estate & Retirement Specialist, LLC 410.01%0.01%0.01%Q3 2022Q2 20246
Chicago Partners Investment Group LLC 660.02%0.03%0.07%Q2 2017Q3 20186
Joel Isaacson & Co., LLC 660.00%0.00%0.01%Q1 2015Q2 20166
WealthTrust Fairport, LLC 310.00%0.00%0.01%Q2 2013Q1 20196
Eudaimonia Partners, LLC 660.01%0.03%0.05%Q4 2019Q1 20216
Shaker Financial Services, LLC 210.15%0.20%0.39%Q2 2013Q4 20226
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q1 2016Q2 20246
Register Financial Advisors LLC 420.06%0.07%0.10%Q4 2022Q2 20246
B. Riley Wealth Management, Inc. 510.00%0.02%0.03%Q1 2014Q2 20226
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.00%0.00%0.00%Q2 2013Q3 20146
FSA Wealth Management LLC 310.02%0.02%0.03%Q4 2019Q1 20246
BBR PARTNERS, LLC 420.03%0.03%0.04%Q2 2018Q4 20196
Raleigh Capital Management Inc. 660.00%0.01%0.01%Q1 2022Q2 20236
Winslow, Evans & Crocker, Inc. 660.01%0.02%0.05%Q3 2019Q4 20206
UBS AG 660.02%0.03%0.03%Q2 2013Q3 20146
Ruggie Capital Group 510.05%0.08%0.09%Q2 2017Q4 20186
ZAZOVE ASSOCIATES LLC 550.02%0.03%0.03%Q3 2016Q3 20175
RDA Financial Network 320.08%0.09%0.09%Q4 2020Q1 20225
ANCORA FAMILY WEALTH ADVISORS, LLC 550.22%0.29%0.36%Q3 2015Q3 20165
CIBC Private Wealth Group LLC 320.00%0.00%0.00%Q4 2017Q2 20245
Syverson Strege & Co 550.02%0.02%0.03%Q4 2020Q4 20215
JFS WEALTH ADVISORS, LLC 320.00%0.00%0.01%Q3 2015Q4 20235
CoreFirst Bank & Trust 550.03%0.03%0.03%Q4 2020Q4 20215
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
Strategic Advisors LLC 410.03%0.04%0.05%Q3 2021Q1 20235
Ford Financial Group, LLC 210.04%0.10%0.16%Q1 2020Q1 20225
Strategic Asset Management, LLC 550.04%0.04%0.04%Q3 2021Q3 20225
LIBERTY WEALTH MANAGEMENT LLC 410.00%0.01%0.01%Q1 2020Q3 20215
Quadrant Private Wealth Management, LLC 551.08%1.22%1.48%Q4 2017Q4 20185
SJS Investment Consulting Inc. 320.00%0.00%0.00%Q4 2021Q1 20235
Clarus Wealth Advisors 550.01%0.02%0.02%Q2 2018Q2 20195
WealthTrust Axiom LLC 550.07%0.07%0.07%Q1 2021Q1 20225
SeaCrest Wealth Management, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Total Clarity Wealth Management, Inc. 210.03%0.06%0.09%Q4 2019Q2 20225
Forvis Mazars Wealth Advisors, LLC 320.01%0.01%0.01%Q2 2022Q3 20235
Fortis Group Advisors, LLC 410.00%0.00%0.00%Q3 2020Q2 20245
Cornerstone Wealth Management, LLC 320.01%0.04%0.06%Q2 2018Q4 20205
PATHSTONE FAMILY OFFICE, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Western Pacific Wealth Management, LP 550.00%0.00%0.01%Q1 2022Q1 20235
Coppell Advisory Solutions LLC 310.00%0.00%0.00%Q4 2022Q2 20245
EXENCIAL WEALTH ADVISORS, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
ACG Wealth 550.04%0.04%0.04%Q4 2016Q4 20175
Patten Group, Inc. 550.06%0.07%0.08%Q1 2021Q1 20225
CoreCap Advisors, LLC 210.00%0.00%0.00%Q4 2021Q2 20245
BlackRock Finance, Inc. 320.00%0.00%0.00%Q3 2019Q3 20225
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
Farther Finance Advisors, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 440.13%0.18%0.20%Q2 2015Q1 20164
Strategic Wealth Partners, Ltd. 440.43%0.46%0.51%Q2 2023Q1 20244
Princeton Global Asset Management LLC 220.00%0.01%0.01%Q2 2020Q2 20244
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Elequin Capital, LP 310.00%0.05%0.07%Q4 2022Q4 20234
Salomon & Ludwin, LLC 440.00%0.00%0.01%Q3 2023Q2 20244
EP Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Coe Capital Management, LLC 440.11%0.13%0.15%Q4 2015Q3 20164
Delphi Private Advisors LLC 440.51%0.73%0.86%Q4 2017Q3 20184
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.04%0.11%Q4 2020Q4 20224
Consolidated Portfolio Review Corp 440.20%0.36%0.50%Q3 2023Q2 20244
DFPG INVESTMENTS, LLC 440.16%0.20%0.23%Q1 2019Q4 20194
Realta Investment Advisors 440.00%0.01%0.02%Q1 2019Q4 20194
Virtu Financial LLC 110.02%0.02%0.03%Q3 2017Q2 20244
CALTON & ASSOCIATES, INC. 440.01%0.01%0.01%Q4 2017Q3 20184
Venture Visionary Partners LLC 310.01%0.04%0.06%Q2 2022Q2 20244
Strategic Financial Concepts, LLC 310.00%0.07%0.11%Q1 2023Q2 20244
Newbridge Financial Services Group, Inc. 440.07%0.09%0.12%Q3 2020Q2 20214
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q4 2018Q1 20214
ARROW FINANCIAL CORP 440.00%0.00%0.00%Q3 2021Q2 20224
Curi RMB Capital, LLC 110.01%0.03%0.11%Q4 2015Q4 20184
NBC SECURITIES, INC. 440.06%0.07%0.07%Q3 2023Q2 20244
COUNTRY TRUST BANK 440.00%0.00%0.00%Q1 2018Q4 20184
Cassaday & Co Wealth Management LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Maryland Capital Management 220.03%0.03%0.04%Q1 2015Q3 20164
Kelman-Lazarov, Inc. 440.01%0.01%0.01%Q1 2016Q4 20164
LEVEL FOUR FINANCIAL, LLC 440.19%0.21%0.22%Q4 2020Q3 20214
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Bartlett & Co. LLC 310.00%0.00%0.00%Q2 2013Q1 20154
ROBINSON CAPITAL MANAGEMENT, LLC 440.36%0.48%0.71%Q4 2013Q3 20144
Plante Moran Financial Advisors, LLC 220.00%0.00%0.00%Q4 2014Q3 20194
TFS CAPITAL LLC 210.03%0.06%0.12%Q2 2013Q1 20164
Cornerstone Advisors, LLC 310.20%0.37%0.57%Q4 2019Q4 20234
Pathstone Holdings, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Vident Investment Advisory, LLC 330.42%0.65%0.83%Q1 2019Q3 20193
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Genesis Wealth Advisors, LLC 330.10%0.11%0.11%Q4 2014Q2 20153
ORG Partners LLC 210.00%0.02%0.04%Q3 2023Q2 20243
Smartleaf Asset Management LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Barrett Asset Management, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
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
Financial Gravity Asset Management, Inc. 330.00%0.00%0.01%Q1 2018Q3 20183
FIRST FOUNDATION ADVISORS 330.02%0.02%0.03%Q2 2020Q4 20203
RB Capital Management, LLC 330.12%0.14%0.15%Q2 2019Q4 20193
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
TOMPKINS FINANCIAL CORP 210.01%0.01%0.01%Q4 2020Q3 20213
Taylor Hoffman Wealth Management 210.01%0.01%0.02%Q3 2019Q2 20203
Matisse Capital 330.62%0.69%0.73%Q1 2016Q3 20163
Gupta Wealth Management LLC 330.00%0.01%0.02%Q2 2015Q4 20153
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
Tyche Wealth Partners LLC 330.11%0.11%0.12%Q4 2023Q2 20243
Savior LLC 330.04%0.05%0.06%Q4 2019Q2 20203
NINE MASTS CAPITAL Ltd 210.04%0.42%0.84%Q4 2016Q3 20183
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q4 2013Q2 20143
MGO ONE SEVEN LLC 210.00%0.03%0.04%Q4 2017Q4 20183
FIRST COMMUNITY TRUST NA 330.01%0.01%0.01%Q4 2021Q2 20223
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.81%0.87%0.96%Q1 2018Q3 20183
Investment Partners Asset Management, Inc. 330.44%0.46%0.46%Q4 2023Q2 20243
LEVEL FOUR ADVISORY SERVICES, LLC 330.02%0.03%0.04%Q4 2021Q2 20223
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 210.02%0.03%0.04%Q4 2018Q3 20213
FourThought Financial Partners, LLC 330.03%0.04%0.05%Q4 2022Q2 20233
Fiduciary Planning LLC 330.00%0.01%0.01%Q3 2020Q1 20213
CLOUGH CAPITAL PARTNERS L P 110.01%0.04%0.08%Q4 2015Q4 20173
FNY Investment Advisers, LLC 210.01%0.05%0.07%Q4 2018Q4 20193
TCG Advisors, LP 330.70%0.73%0.76%Q4 2018Q2 20193
J.W. COLE ADVISORS, INC. 210.01%0.02%0.04%Q3 2020Q2 20243
STERNE AGEE GROUP, INC. 330.06%0.09%0.15%Q3 2014Q1 20153
MGB Wealth Management, LLC 330.16%0.18%0.20%Q4 2023Q2 20243
INVESTMENT CENTERS OF AMERICA INC 330.06%0.07%0.08%Q3 2014Q1 20153
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Cascadia Advisory Services, LLC 210.06%0.10%0.12%Q4 2019Q3 20203
Perigon Wealth Management, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
KCM INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q3 2021Q1 20223
BLAIR WILLIAM & CO/IL 210.00%0.00%0.00%Q3 2017Q3 20183
BerganKDV Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Blume Capital Management, Inc. 330.04%0.04%0.04%Q4 2014Q2 20153
Firestone Capital Management 330.01%0.01%0.01%Q4 2019Q2 20203
Advisor Resource Council 210.08%0.22%0.46%Q1 2022Q4 20233
Citadel Advisors 110.00%0.00%0.00%Q3 2019Q1 20243
SYNOVUS FINANCIAL CORP 330.00%0.00%0.00%Q4 2019Q2 20203
AVANTAX ADVISORY SERVICES, INC. 210.00%0.00%0.00%Q3 2020Q2 20243
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Virtue Capital Management, LLC 210.05%0.05%0.06%Q4 2017Q3 20183
M Holdings Securities, Inc. 210.03%0.03%0.03%Q3 2023Q2 20243
Scissortail Wealth Management, LLC 110.07%0.11%0.15%Q4 2022Q4 20232
Jolley Asset Management, LLC 220.18%0.18%0.18%Q4 2019Q1 20202
Archford Capital Strategies, LLC 220.00%0.01%0.03%Q4 2015Q1 20162
SevenBridge Financial Group, LLC 110.02%0.02%0.02%Q2 2016Q4 20162
Palo Capital, Inc. 220.20%0.20%0.20%Q4 2014Q1 20152
AQR Arbitrage LLC 110.00%0.01%0.02%Q4 2018Q1 20202
KMS FINANCIAL SERVICES, INC 220.03%0.03%0.03%Q2 2014Q3 20142
CITY HOLDING CO 220.02%0.02%0.02%Q1 2017Q2 20172
TD Capital Management LLC 110.00%0.00%0.00%Q2 2016Q1 20242
GABLES CAPITAL MANAGEMENT INC. 220.01%0.01%0.01%Q1 2024Q2 20242
Tradewinds Capital Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Laurel Wealth Advisors LLC 220.00%0.00%0.00%Q3 2019Q4 20192
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
IFG Advisory, LLC 110.02%0.03%0.03%Q1 2021Q4 20212
Intersect Capital LLC 220.01%0.01%0.01%Q4 2014Q1 20152
JANUS HENDERSON INVESTORS US LLC 220.00%0.00%0.00%Q2 2016Q3 20162
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
CAHILL FINANCIAL ADVISORS INC 220.19%0.20%0.20%Q4 2013Q1 20142
Disciplined Investments, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
WESTPORT RESOURCES MANAGEMENT INC 220.01%0.01%0.01%Q2 2016Q3 20162
NewEdge Wealth, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Continuum Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Archer Investment Corp 220.00%0.00%0.00%Q4 2020Q1 20212
Saxony Capital Management, LLC 220.22%0.24%0.25%Q1 2024Q2 20242
Corient Private Wealth LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Royal Fund Management, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
NorthRock Partners, LLC 110.02%0.02%0.02%Q2 2021Q4 20212
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2016Q4 20212
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Alpine Global Management, LLC 110.07%0.07%0.07%Q4 2018Q1 20202
Signator Financial Services, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Laurion Capital Management LP 110.00%0.01%0.01%Q1 2017Q1 20182
PALLADIUM PARTNERS LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Lido Advisors, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q2 2013Q3 20132
TUCKER ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q1 2024Q2 20242
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Polar Asset Management Partners Inc. 220.03%0.03%0.03%Q1 2020Q2 20202
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Gen-Wealth Partners Inc 220.08%0.08%0.09%Q1 2024Q2 20242
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q1 20202
NEWGATE CAPITAL MANAGEMENT LLC 220.40%0.51%0.61%Q3 2013Q4 20132
Scarborough Advisors, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.02%Q1 2022Q4 20222
WEST PACES ADVISORS INC. 220.00%0.01%0.01%Q4 2019Q1 20202
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 220.22%0.30%0.37%Q3 2023Q4 20232
Flow State Investments, L.P. 220.14%0.16%0.17%Q3 2023Q4 20232
CERTUITY, LLC 220.06%0.07%0.07%Q1 2021Q2 20212
SVB WEALTH LLC 220.00%0.00%0.00%Q3 2021Q4 20212
GEODE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
MONUMENTAL FINANCIAL GROUP INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Aristotle Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Guardian Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Questar Asset Management, Inc. 110.82%0.82%0.82%Q4 2018Q4 20181
WealthTrust-Arizona, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2023Q1 20231
Whitnell & Co. 110.01%0.01%0.01%Q2 2013Q2 20131
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
Asset Dedication, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
COZAD ASSET MANAGEMENT INC 110.03%0.03%0.03%Q1 2021Q1 20211
ZynergyRetirementPlanningLLC 110.00%0.00%0.00%Q2 2024Q2 20241
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
First Command Financial Services, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
HBC Financial Services, PLLC 110.04%0.04%0.04%Q3 2023Q3 20231
Gemmer Asset Management LLC 110.02%0.02%0.02%Q1 2016Q1 20161
CASTLE WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
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
CNB Bank 110.02%0.02%0.02%Q1 2020Q1 20201
LWM Advisory Services, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
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
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Stanley-Laman Group, Ltd. 110.06%0.06%0.06%Q4 2016Q4 20161
Relative Value Partners, LLC 110.03%0.03%0.03%Q4 2013Q4 20131
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.01%0.01%0.01%Q1 2015Q1 20151
GFS Advisors, LLC 110.06%0.06%0.06%Q1 2016Q1 20161
Claro Advisors LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Symphony Financial Services, Inc. 110.60%0.60%0.60%Q2 2024Q2 20241
Walleye Capital LLC 110.01%0.01%0.01%Q2 2022Q2 20221
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2016Q4 20161
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
ADE, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
PRW Wealth Management LLC 110.08%0.08%0.08%Q2 2021Q2 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Squarepoint Ops LLC 110.12%0.12%0.12%Q4 2015Q4 20151
Aveo Capital Partners, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
Naples Money Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Great Lakes Retirement, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Regal Investment Advisors LLC 110.00%0.00%0.00%Q1 2015Q1 20151
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
McGlone Suttner Wealth Management, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
QUADRANT CAPITAL GROUP LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Lynx Investment Advisory 110.01%0.01%0.01%Q2 2024Q2 20241
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Simplicity Solutions, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
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
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Forefront Analytics, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Allegis Investment Advisors, LLC 110.09%0.09%0.09%Q4 2015Q4 20151
Spectrum Management Group, LLC 110.03%0.03%0.03%Q3 2017Q3 20171
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Brown Advisory Securities, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
BOOTHBAY FUND MANAGEMENT, LLC 110.14%0.14%0.14%Q3 2015Q3 20151
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Fortitude Advisory Group L.L.C. 110.02%0.02%0.02%Q4 2021Q4 20211
Sullivan, Bruyette, Speros & Blaney, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
KANALY TRUST CO 110.00%0.00%0.00%Q4 2016Q4 20161
PFG Investments, LLC 110.12%0.12%0.12%Q1 2024Q1 20241
Prentice Wealth Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TCWP LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Colonial Trust Co / SC 110.01%0.01%0.01%Q2 2024Q2 20241
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
ASSETMARK, INC 110.00%0.00%0.00%Q1 2021Q1 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
LAFFER TENGLER INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
WETZEL INVESTMENT ADVISORS, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
McElhenny Sheffield Capital Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
SIT INVESTMENT ASSOCIATES INC 110.29%0.29%0.29%Q4 2019Q4 20191
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
LOEB PARTNERS CORP 110.01%0.01%0.01%Q4 2018Q4 20181
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
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
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
Smithfield Trust Co 110.00%0.00%0.00%Q2 2020Q2 20201
First Command Bank 110.01%0.01%0.01%Q3 2018Q3 20181
Tennessee Valley Asset Management Partners 110.01%0.01%0.01%Q4 2023Q4 20231
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2024Q2 20241
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2024Q2 20241
BlueCrest Capital Management LLP 110.01%0.01%0.01%Q2 2014Q2 20141
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.59%0.59%0.59%Q4 2019Q4 20191
BENJAMIN EDWARDS INC 110.01%0.01%0.01%Q1 2024Q1 20241
External links

This page lists all the filers that currently own COHEN & STEERS INFRASTRUCTUR or have owned COHEN & STEERS INFRASTRUCTUR in the past.