Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 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 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GOODWIN DANIEL L | 42 | 42 | 0.33% | 0.71% | 1.41% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Advisors, LLC | 41 | 41 | 0.02% | 0.06% | 0.10% | Q4 2013 | Q4 2023 | 41 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 23 | 17 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 39 | 39 | 0.01% | 0.89% | 3.55% | Q1 2014 | Q3 2023 | 39 |
Raymond James Financial Services Advisors, Inc. | 32 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 24 | 14 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 19 | 8 | 0.00% | 0.02% | 0.28% | Q4 2013 | Q3 2023 | 37 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 13 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Advisors Asset Management, Inc. | 21 | 13 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 34 |
Cetera Advisor Networks LLC | 22 | 12 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 34 |
GUGGENHEIM CAPITAL LLC | 30 | 4 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 34 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 25 | 7 | 0.01% | 0.07% | 0.17% | Q4 2013 | Q4 2021 | 32 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.07% | 0.20% | Q2 2016 | Q4 2023 | 31 |
Sandy Spring Bank | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Edge Wealth Management LLC | 30 | 30 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2020 | 30 |
Creative Planning | 22 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 30 |
Anchor Investment Management, LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2023 | 30 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 21 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 28 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.03% | 0.14% | Q1 2017 | Q3 2023 | 27 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.05% | 0.38% | Q3 2013 | Q1 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2019 | 27 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 15 | 2 | 0.02% | 0.14% | 0.29% | Q4 2013 | Q3 2023 | 27 |
Highlander Capital Management, LLC | 26 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q2 2022 | 26 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2020 | 26 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2022 | 26 |
HUNTINGTON NATIONAL BANK | 13 | 6 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q4 2020 | 26 |
BB&T SECURITIES, LLC | 16 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 25 |
Endurance Wealth Management, Inc. | 25 | 25 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q2 2021 | 25 |
Koshinski Asset Management, Inc. | 13 | 1 | 0.02% | 0.07% | 0.21% | Q4 2015 | Q2 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Ancora Advisors LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
WESCAP Management Group, Inc. | 23 | 23 | 0.07% | 0.11% | 0.18% | Q1 2016 | Q3 2021 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Live Your Vision, LLC | 22 | 22 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q1 2019 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROBINSON CAPITAL MANAGEMENT, LLC | 6 | 5 | 0.23% | 1.62% | 3.92% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Tradewinds Capital Management, LLC | 16 | 5 | 0.00% | 0.10% | 0.50% | Q4 2013 | Q4 2021 | 21 |
SIT INVESTMENT ASSOCIATES INC | 20 | 1 | 0.01% | 0.15% | 0.30% | Q2 2013 | Q3 2023 | 21 |
CWM, LLC | 13 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 20 |
FIRST FOUNDATION ADVISORS | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2021 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.09% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Family Management Corp | 20 | 20 | 0.06% | 0.26% | 0.67% | Q4 2018 | Q3 2023 | 20 |
Karpus Management, Inc. | 10 | 1 | 0.01% | 0.70% | 1.96% | Q2 2013 | Q3 2021 | 20 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q4 2022 | 19 |
WEDBUSH SECURITIES INC | 16 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 19 |
Cetera Advisors LLC | 17 | 2 | 0.02% | 0.05% | 0.13% | Q4 2013 | Q3 2018 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
DELPHI FINANCIAL GROUP, INC. | 19 | 19 | 0.23% | 0.54% | 1.10% | Q4 2018 | Q2 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2017 | 18 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 18 |
Invesco Ltd. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Sigma Planning Corp | 17 | 17 | 0.02% | 0.05% | 0.13% | Q4 2014 | Q4 2018 | 17 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2023 | 17 |
AQR Arbitrage LLC | 9 | 1 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 17 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 0.13% | 0.22% | 0.55% | Q4 2019 | Q3 2023 | 16 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 16 |
Rehmann Capital Advisory Group | 16 | 16 | 0.05% | 0.08% | 0.15% | Q2 2010 | Q1 2014 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 16 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2020 | 16 |
CATAWBA CAPITAL MANAGEMENT /VA | 16 | 16 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2017 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Prospera Financial Services Inc | 13 | 3 | 0.03% | 0.11% | 0.20% | Q3 2015 | Q3 2019 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.08% | 0.35% | 0.52% | Q4 2017 | Q3 2023 | 16 |
Vivaldi Capital Management LP | 14 | 1 | 0.00% | 0.84% | 1.64% | Q1 2017 | Q1 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Kovack Advisors, Inc. | 14 | 1 | 0.02% | 0.17% | 0.32% | Q4 2017 | Q1 2022 | 15 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 15 |
JPMORGAN CHASE & CO | 11 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
REGIONS FINANCIAL CORP | 8 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.40% | 0.59% | 0.91% | Q1 1987 | Q3 2023 | 14 |
Citizens National Bank Trust Department | 14 | 14 | 0.11% | 0.17% | 0.24% | Q2 2020 | Q3 2023 | 14 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.04% | 0.49% | 1.35% | Q4 2018 | Q3 2023 | 14 |
Investors Capital Advisory Services | 13 | 13 | 0.05% | 0.08% | 0.15% | Q2 2013 | Q2 2016 | 13 |
Bramshill Investments, LLC | 7 | 6 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Moisand Fitzgerald Tamayo, LLC | 11 | 2 | 0.03% | 0.03% | 0.05% | Q4 2015 | Q1 2020 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 13 |
Sutton Wealth Advisors Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.10% | 0.49% | 1.49% | Q1 2013 | Q2 2018 | 12 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2022 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Columbia Asset Management | 11 | 1 | 0.04% | 0.06% | 0.06% | Q4 2013 | Q4 2016 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 0.32% | 0.44% | 0.54% | Q4 2019 | Q3 2022 | 12 |
Beacon Capital Management, Inc. | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2016 | 12 |
WFG Advisors, LP | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2016 | 12 |
Fiera Capital Corp | 8 | 4 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q4 2020 | 12 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
WHITTIER TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 11 |
FineMark National Bank & Trust | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2016 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.24% | 0.64% | 0.92% | Q1 2021 | Q3 2023 | 11 |
CIBC Private Wealth Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 11 |
Choate Investment Advisors | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
First Horizon Advisors, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2018 | 10 |
D.A. DAVIDSON & CO. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 10 |
Horizon Kinetics | 6 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 10 |
COLDSTREAM CAPITAL MANAGEMENT INC | 10 | 10 | 0.05% | 0.09% | 0.11% | Q3 2013 | Q4 2015 | 10 |
BOKF, NA | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
RMB Capital Management, LLC | 7 | 1 | 0.01% | 0.09% | 0.24% | Q2 2015 | Q1 2020 | 10 |
6 Meridian | 6 | 1 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q2 2021 | 10 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Kestra Advisory Services, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Baird Financial Group, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.11% | 0.16% | 0.23% | Q3 2019 | Q3 2021 | 9 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 9 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 9 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 8 |
STALEY CAPITAL ADVISERS INC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
FIFTH THIRD BANCORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
JNBA Financial Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2016 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
IMA Wealth, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
COHEN & STEERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 7 |
FIRST TRUST ADVISORS LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.09% | 0.60% | Q3 2013 | Q4 2020 | 7 |
TRUIST FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
OTA Financial Group L.P. | 3 | 1 | 0.18% | 0.33% | 0.63% | Q2 2013 | Q4 2022 | 7 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 7 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Archford Capital Strategies, LLC | 3 | 2 | 0.00% | 0.06% | 0.35% | Q4 2015 | Q3 2018 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Ackerman Capital Advisors, LLC | 2 | 1 | 0.00% | 0.08% | 0.13% | Q2 2017 | Q3 2020 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
PANAGORA ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
SFMG, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q2 2018 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WEBSTER BANK, N. A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
GEODE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
BlackRock Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
NewDay Solutions, LLC | 5 | 1 | 0.16% | 0.55% | 1.75% | Q4 2018 | Q2 2020 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Yellowstone Partners, LLC | 4 | 2 | 0.08% | 0.09% | 0.12% | Q3 2015 | Q4 2017 | 6 |
SEI INVESTMENTS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Moors & Cabot, Inc. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 6 |
Dakota Wealth Management | 4 | 2 | 0.07% | 0.15% | 0.38% | Q3 2018 | Q4 2020 | 6 |
Chemistry Wealth Management LLC | 3 | 3 | 0.06% | 0.12% | 0.19% | Q1 2022 | Q3 2023 | 6 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 5 |
SouthState Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2018 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
SOUTH GEORGIA CAPITAL, LLC | 4 | 1 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q1 2015 | 5 |
TFS CAPITAL LLC | 3 | 1 | 0.05% | 0.08% | 0.16% | Q2 2013 | Q3 2016 | 5 |
Logan Stone Capital, LLC | 4 | 1 | 0.11% | 0.40% | 0.60% | Q1 2022 | Q3 2023 | 5 |
Financial Enhancement Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
LBA Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 1.60% | 1.85% | 2.07% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 4 |
AQR Capital Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 4 |
MARINER INVESTMENT GROUP LLC | 4 | 4 | 1.69% | 2.64% | 3.42% | Q1 2020 | Q4 2020 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Northside Capital Management, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2014 | Q3 2015 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 4 |
Community Financial Services Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q1 2019 | 4 |
Archer Investment Corp | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Formidable Asset Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2020 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
CoreFirst Bank & Trust | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
PARK AVENUE SECURITIES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Beacon Pointe Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.05% | 0.11% | Q4 2013 | Q4 2022 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2021 | 3 |
Gruss Capital Management LP | 3 | 3 | 0.01% | 0.04% | 0.05% | Q4 2013 | Q2 2014 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 3 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q2 2018 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.13% | 0.20% | 0.24% | Q1 2019 | Q3 2019 | 3 |
VALLEY NATIONAL BANCORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q4 2014 | 2 |
Global Endowment Management, LP | 2 | 2 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2013 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q2 2021 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 2 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Taylor Hoffman Wealth Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q4 2018 | 2 |
Texan Capital Management | 2 | 2 | 0.18% | 0.27% | 0.37% | Q2 2013 | Q3 2013 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2022 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.16% | 0.19% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
TRUST CO OF OKLAHOMA | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.21% | 0.28% | 0.34% | Q2 2019 | Q4 2019 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2020 | Q4 2020 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OTA LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2014 | Q2 2014 | 1 |
NEVILLE RODIE & SHAW INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2018 | Q1 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
OAKTREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Quarry LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Next Level Private LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Advisor Resource Council | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Aristides Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Simply Money Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2017 | Q1 2017 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own INVESCO VALUE MUN INCOME TR or have owned INVESCO VALUE MUN INCOME TR in the past.