Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 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 |
ROYAL BANK OF CANADA | 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 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
CITY HOLDING CO | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
TSP Capital Management Group, LLC | 35 | 35 | 0.40% | 0.63% | 0.88% | Q1 2015 | Q3 2023 | 35 |
COHEN & STEERS, INC. | 25 | 10 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 35 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.04% | 0.12% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 29 |
BANK OF MONTREAL /CAN/ | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 29 |
Raymond James Financial Services Advisors, Inc. | 22 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
Selway Asset Management | 16 | 13 | 0.10% | 1.01% | 2.68% | Q1 2016 | Q3 2023 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
GUGGENHEIM CAPITAL LLC | 18 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 28 |
Oxbow Advisors, LLC | 19 | 8 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q1 2020 | 27 |
AMERIPRISE FINANCIAL INC | 21 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 27 |
MCRAE CAPITAL MANAGEMENT INC | 27 | 27 | 0.06% | 0.11% | 0.17% | Q1 2017 | Q3 2023 | 27 |
NWAM LLC | 21 | 6 | 0.01% | 0.11% | 0.16% | Q1 2014 | Q4 2020 | 27 |
HighTower Advisors, LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 26 |
ProVise Management Group, LLC | 18 | 4 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2021 | 26 |
OPTIMUM INVESTMENT ADVISORS | 25 | 25 | 0.01% | 0.06% | 0.14% | Q4 2017 | Q4 2023 | 25 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Capital Investment Advisors, LLC | 24 | 24 | 0.01% | 0.10% | 0.20% | Q4 2013 | Q3 2019 | 24 |
MONROE BANK & TRUST/MI | 21 | 3 | 0.08% | 0.16% | 0.45% | Q2 2013 | Q2 2019 | 24 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 24 |
Merit Financial Group, LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 22 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
US BANCORP \DE\ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 21 |
Global Trust Asset Management, LLC | 20 | 20 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q3 2022 | 20 |
Advisory Resource Group | 20 | 20 | 0.51% | 1.47% | 2.50% | Q4 2018 | Q3 2023 | 20 |
CITIGROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Asset Planning Services, Ltd. | 17 | 17 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q2 2019 | 17 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 17 |
Barrett Asset Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
VICUS CAPITAL | 16 | 16 | 0.05% | 0.16% | 0.23% | Q2 2013 | Q1 2017 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 1 | 0.02% | 0.08% | 0.16% | Q3 2013 | Q3 2017 | 16 |
Buffington Mohr McNeal | 16 | 16 | 0.06% | 0.16% | 0.33% | Q4 2018 | Q3 2022 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CWM, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 15 |
PRING TURNER CAPITAL GROUP INC | 14 | 14 | 1.56% | 2.01% | 2.75% | Q4 2013 | Q1 2017 | 14 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 14 |
SeaCrest Wealth Management, LLC | 12 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q2 2022 | 14 |
Stonebridge Capital Advisors LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 14 |
AlphaMark Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisors LLC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q2 2021 | 13 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2015 | 12 |
Koshinski Asset Management, Inc. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 2.31% | 2.76% | 3.42% | Q4 2019 | Q3 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q3 2021 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Shaker Financial Services, LLC | 4 | 1 | 0.11% | 0.33% | 0.55% | Q2 2013 | Q3 2023 | 12 |
Westwind Capital | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 12 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 12 |
Mariner, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Fiera Capital Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Investors Capital Advisory Services | 10 | 1 | 0.08% | 0.14% | 0.19% | Q2 2013 | Q2 2016 | 11 |
Windsor Capital Management, LLC | 11 | 11 | 0.13% | 0.16% | 0.19% | Q2 2013 | Q4 2015 | 11 |
TSFG, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2021 | 11 |
Sowell Financial Services LLC | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Oakworth Capital, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Baird Financial Group, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 10 |
Annex Advisory Services, LLC | 9 | 9 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q4 2018 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
B. Riley Wealth Advisors, Inc. | 7 | 2 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 9 |
MANNING & NAPIER ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.06% | 0.15% | Q4 2017 | Q3 2019 | 8 |
Fusion Family Wealth LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2018 | 8 |
IFC Holdings Incorporated/FL | 7 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2017 | 8 |
FRONTIER INVESTMENT MGMT CO | 7 | 7 | 0.94% | 1.14% | 1.36% | Q2 2013 | Q4 2014 | 7 |
Kerntke Otto McGlone Wealth Management Group | 7 | 7 | 0.23% | 0.40% | 0.52% | Q4 2019 | Q2 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Penserra Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
OLD NATIONAL BANCORP /IN/ | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 7 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
WEBSTER BANK, N. A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Lucia Wealth Services, LLC | 6 | 6 | 1.58% | 1.73% | 2.35% | Q4 2017 | Q1 2019 | 6 |
Jefferies Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Tradition Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
NORTHERN TRUST CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.04% | 0.13% | Q2 2018 | Q3 2019 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 6 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Golden Green, Inc. | 3 | 2 | 0.50% | 0.65% | 0.77% | Q4 2020 | Q3 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2017 | 5 |
GIRARD SECURITIES, INC. | 5 | 5 | 0.16% | 0.22% | 0.30% | Q3 2016 | Q3 2017 | 5 |
CENTRAL BANK & TRUST CO | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 5 |
LAZARD ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Destination Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 4 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 4 |
Pinnacle Bancorp, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2019 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.23% | 0.25% | 0.29% | Q3 2020 | Q2 2021 | 4 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 4 |
Altus Wealth Group LLC | 3 | 1 | 0.01% | 0.17% | 0.26% | Q4 2020 | Q2 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2010 | Q3 2023 | 4 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 4 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 4 |
Pine River Capital Management L.P. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
COUNTRY TRUST BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Ahrens Investment Partners LLC | 4 | 4 | 0.09% | 0.20% | 0.26% | Q1 2019 | Q4 2019 | 4 |
D'Orazio & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
ROBINSON CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.83% | 1.24% | 1.84% | Q1 2014 | Q4 2015 | 4 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.14% | 0.18% | 0.28% | Q2 2013 | Q4 2020 | 4 |
Certified Advisory Corp | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 3 |
CX Institutional | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
West Branch Capital LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.24% | 0.38% | 0.50% | Q1 2016 | Q3 2016 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
CORNERSTONE ADVISORS INC | 3 | 3 | 0.05% | 0.11% | 0.20% | Q1 2014 | Q3 2014 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Citizens Business Bank | 3 | 3 | 0.23% | 0.26% | 0.28% | Q4 2012 | Q2 2013 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.07% | 0.16% | Q4 2013 | Q4 2018 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Simply Money Advisors | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q4 2013 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.21% | 0.34% | 0.46% | Q4 2013 | Q1 2014 | 2 |
OTA Financial Group L.P. | 1 | 1 | 0.21% | 0.23% | 0.25% | Q2 2013 | Q3 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Keystone Financial Group | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2020 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2015 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2016 | Q2 2016 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Integrated Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FIRST MERCHANTS CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
StellarOne CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own HANCOCK JOHN PFD INCOME FD or have owned HANCOCK JOHN PFD INCOME FD in the past.