Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.02% | 0.09% | 0.42% | Q2 2013 | Q4 2023 | 43 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 34 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
LPL Financial LLC | 17 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
American Research & Management Co. | 10 | 1 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q3 2022 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
GARRISON BRADFORD & ASSOCIATES INC | 15 | 11 | 0.62% | 0.91% | 1.32% | Q2 2013 | Q4 2019 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2022 | 26 |
WEDBUSH SECURITIES INC | 26 | 26 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q1 2020 | 26 |
AMERIPRISE FINANCIAL INC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2023 | 23 |
Focused Wealth Management, Inc | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 17 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
GUGGENHEIM CAPITAL LLC | 17 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2019 | 20 |
NEXT Financial Group, Inc | 10 | 2 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q2 2021 | 19 |
DAVENPORT & Co LLC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2017 | 17 |
Capital Investment Advisors, LLC | 17 | 17 | 0.02% | 0.03% | 0.07% | Q4 2013 | Q4 2017 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
HL FINANCIAL SERVICES LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2019 | 16 |
WFG Advisors, LP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 15 |
Physician Wealth Advisors, Inc. | 14 | 14 | 0.07% | 0.15% | 0.27% | Q2 2020 | Q3 2023 | 14 |
VSR Financial Services, Inc. | 13 | 13 | 0.37% | 0.81% | 1.53% | Q2 2013 | Q2 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
FAGAN ASSOCIATES, INC. | 13 | 13 | 0.11% | 0.22% | 0.26% | Q1 2015 | Q1 2018 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
Cerity Partners LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 11 |
Private Advisor Group, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 4 | 0.01% | 0.18% | 0.46% | Q3 2020 | Q3 2023 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
LexAurum Advisors, LLC | 10 | 10 | 0.12% | 0.16% | 0.21% | Q2 2021 | Q3 2023 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 10 |
GLENMEDE TRUST CO NA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 9 |
WESPAC Advisors, LLC | 9 | 9 | 0.97% | 1.24% | 1.66% | Q2 2020 | Q2 2022 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 9 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 9 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Financial Enhancement Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Shaker Financial Services, LLC | 2 | 1 | 0.10% | 0.18% | 0.43% | Q2 2013 | Q3 2023 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2020 | 8 |
Lehman Financial Resources, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2014 | 8 |
FINANCIAL MANAGEMENT NETWORK INC | 8 | 8 | 0.10% | 0.14% | 0.16% | Q4 2020 | Q3 2022 | 8 |
Alpha Cubed Investments, LLC | 7 | 1 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 8 |
BROWN BROTHERS HARRIMAN & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Penserra Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
Jaffetilchin Investment Partners, LLC | 7 | 7 | 0.02% | 0.09% | 0.17% | Q4 2020 | Q2 2022 | 7 |
ROBINSON CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.07% | 0.19% | 0.40% | Q4 2015 | Q2 2023 | 7 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.16% | 0.25% | 0.44% | Q3 2013 | Q1 2018 | 7 |
Princeton Global Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
CapWealth Advisors, LLC | 6 | 1 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q1 2015 | 7 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 7 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Avantax Planning Partners, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Cambridge Investment Research Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q4 2021 | 6 |
Steward Partners Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 6 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2021 | 6 |
Dominick & Dominick LLC | 6 | 6 | 0.12% | 0.21% | 0.29% | Q2 2013 | Q3 2014 | 6 |
Orinda Asset Management LLC | 5 | 5 | 0.57% | 1.34% | 1.87% | Q4 2018 | Q4 2019 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.04% | 0.04% | Q2 2015 | Q3 2022 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 5 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
NATIONAL PLANNING CORP | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2014 | Q2 2017 | 4 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 4 | 4 | 0.02% | 0.18% | 0.30% | Q2 2015 | Q1 2016 | 4 |
Shorepoint Capital Partners LLC | 3 | 1 | 0.13% | 0.14% | 0.14% | Q3 2019 | Q4 2020 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.42% | 0.50% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Raymond James Financial Services Advisors, Inc. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2021 | 4 |
Kerntke Otto McGlone Wealth Management Group | 2 | 2 | 0.11% | 0.24% | 0.38% | Q4 2019 | Q1 2021 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.05% | 0.18% | Q2 2015 | Q1 2022 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q3 2016 | 4 |
AQR Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q2 2021 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
MARINER INVESTMENT GROUP LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2013 | Q2 2014 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
SIT INVESTMENT ASSOCIATES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 2 |
Golden Green, Inc. | 2 | 2 | 0.70% | 0.71% | 0.73% | Q4 2020 | Q1 2021 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.04% | 0.15% | 0.25% | Q4 2019 | Q3 2020 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Vanguard Capital Wealth Advisors | 2 | 2 | 0.35% | 0.35% | 0.35% | Q4 2017 | Q1 2018 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Brookfield Asset Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Cornerstone Advisory, LLC | 2 | 2 | 0.18% | 0.27% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Saba Capital Management, L.P. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2016 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 2 |
Arlington Capital Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Ospraie Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2013 | Q3 2013 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Elequin Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Gerstein Fisher | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2014 | Q1 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2013 | Q4 2013 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
IFP Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own COHEN & STEERS SLT PFD INCM or have owned COHEN & STEERS SLT PFD INCM in the past.