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 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.05% | 1.03% | 1.83% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q4 2023 | 41 |
RAYMOND JAMES TRUST N.A. | 22 | 19 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BRAVE ASSET MANAGEMENT INC | 40 | 40 | 0.01% | 0.05% | 0.13% | Q4 2013 | Q3 2023 | 40 |
PHILADELPHIA TRUST CO | 36 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
Karpus Management, Inc. | 19 | 4 | 0.00% | 0.60% | 1.70% | Q2 2013 | Q3 2023 | 37 |
SMITH, MOORE & CO. | 37 | 37 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Penbrook Management LLC | 24 | 12 | 0.13% | 0.49% | 0.88% | Q4 2013 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 17 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 36 |
ProVise Management Group, LLC | 35 | 35 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q4 2021 | 35 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 34 | 34 | 0.01% | 0.10% | 0.21% | Q1 2014 | Q2 2022 | 34 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
1607 Capital Partners, LLC | 32 | 32 | 0.19% | 1.37% | 2.56% | Q4 2015 | Q3 2023 | 32 |
Ancora Advisors LLC | 31 | 31 | 0.00% | 0.16% | 0.49% | Q2 2013 | Q4 2020 | 31 |
Relative Value Partners Group, LLC | 24 | 7 | 0.04% | 1.39% | 3.20% | Q2 2015 | Q3 2023 | 31 |
SHUFRO ROSE & CO LLC | 30 | 1 | 0.04% | 0.07% | 0.15% | Q3 2012 | Q3 2020 | 31 |
Bartlett & Co. LLC | 26 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 31 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 10 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 30 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 25 | 5 | 0.01% | 0.09% | 0.45% | Q4 2013 | Q1 2023 | 30 |
Carroll Financial Associates, Inc. | 29 | 29 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2021 | 29 |
OPPENHEIMER & CO INC | 19 | 9 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 28 |
Smith, Salley & Associates | 27 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 28 |
Anchor Investment Management, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
HighTower Advisors, LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 27 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q1 2021 | 25 |
Shaker Financial Services, LLC | 8 | 1 | 0.02% | 0.24% | 0.83% | Q2 2013 | Q3 2023 | 25 |
SignalPoint Asset Management, LLC | 23 | 2 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
GREATMARK INVESTMENT PARTNERS, INC. | 24 | 24 | 0.03% | 0.41% | 1.38% | Q2 2013 | Q1 2019 | 24 |
AMERIPRISE FINANCIAL INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
Benchmark Capital Advisors | 23 | 23 | 0.17% | 0.26% | 0.45% | Q2 2013 | Q4 2018 | 23 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 23 |
THRIVENT FINANCIAL FOR LUTHERANS | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2019 | 23 |
US BANCORP \DE\ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 23 |
STEPHENS INC /AR/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WOODMONT INVESTMENT COUNSEL LLC | 20 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 22 | 22 | 0.01% | 0.17% | 0.58% | Q2 2013 | Q3 2018 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 22 |
STIFEL FINANCIAL CORP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 21 |
NVWM, LLC | 19 | 2 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
First Allied Advisory Services, Inc. | 14 | 6 | 0.00% | 0.03% | 0.30% | Q2 2013 | Q1 2020 | 20 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Mariner, LLC | 16 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q1 2023 | 18 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2017 | 17 |
Pineno Levin & Ford Asset Management, Inc. | 16 | 16 | 0.10% | 0.15% | 0.22% | Q4 2013 | Q3 2017 | 16 |
PAYDEN & RYGEL | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
SIGNET FINANCIAL MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q4 2019 | 15 |
DOLIVER ADVISORS, LP | 8 | 3 | 0.03% | 0.27% | 1.11% | Q1 2013 | Q2 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Private Advisor Group, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 14 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.00% | 1.49% | 3.36% | Q2 2018 | Q2 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.10% | 0.14% | 0.17% | Q4 2013 | Q4 2017 | 14 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 9 | 5 | 0.14% | 0.50% | 1.61% | Q4 2014 | Q4 2018 | 14 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 14 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 14 |
SEI INVESTMENTS CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
EVOKE WEALTH, LLC | 14 | 14 | 0.03% | 0.07% | 0.15% | Q2 2020 | Q3 2023 | 14 |
MSI Financial Services Inc | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
Greytown Advisors Inc. | 14 | 14 | 0.04% | 0.09% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Meristem Family Wealth, LLC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q1 2022 | 14 |
Investors Capital Advisory Services | 13 | 13 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q2 2016 | 13 |
Parallel Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 13 |
Texan Capital Management | 13 | 13 | 0.10% | 0.14% | 0.21% | Q2 2013 | Q2 2016 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 13 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Pekin Hardy Strauss, Inc. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
WEALTHSOURCE PARTNERS, LLC | 12 | 12 | 0.06% | 0.27% | 0.40% | Q1 2016 | Q4 2018 | 12 |
Rossmore Private Capital | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Dakota Wealth Management | 6 | 2 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2023 | 12 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2019 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
IFP Advisors, Inc | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Kovitz Investment Group Partners, LLC | 8 | 3 | 0.09% | 0.18% | 0.28% | Q1 2016 | Q4 2018 | 11 |
Jackson Hole Capital Partners, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q4 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2017 | 11 |
AVALON CAPITAL MANAGEMENT | 11 | 11 | 0.12% | 0.14% | 0.15% | Q1 2014 | Q3 2016 | 11 |
BB&T SECURITIES, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Geneos Wealth Management Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
SITTNER & NELSON, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Ameritas Investment Company, LLC | 7 | 1 | 0.03% | 0.09% | 0.16% | Q4 2018 | Q3 2021 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 9 |
BOENNING & SCATTERGOOD, INC. | 9 | 9 | 0.01% | 0.05% | 0.07% | Q4 2019 | Q4 2021 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Holloway Wealth Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2018 | 9 |
ASSETMARK, INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Independence Trust CO | 8 | 8 | 0.05% | 0.27% | 0.48% | Q4 2013 | Q3 2015 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.28% | 0.39% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Relative Value Partners, LLC | 8 | 8 | 0.40% | 2.01% | 2.74% | Q2 2013 | Q1 2015 | 8 |
ARGENT TRUST COMPANY, N.A. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
TWO SIGMA SECURITIES, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
MGO ONE SEVEN LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Assured Investment Management LLC | 6 | 6 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q3 2014 | 6 |
Pinnacle Wealth Planning Services, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2016 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 6 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ASHFORD CAPITAL MANAGEMENT INC | 6 | 6 | 0.33% | 0.54% | 0.76% | Q2 2014 | Q3 2015 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
PANAGORA ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2013 | Q4 2014 | 5 |
Alexandria Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Argent Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MARINER INVESTMENT GROUP LLC | 2 | 1 | 0.10% | 0.22% | 0.30% | Q4 2013 | Q4 2020 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
NEXT Financial Group, Inc | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 5 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NORTHERN TRUST CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2018 | 5 |
D.A. DAVIDSON & CO. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 5 |
NATIONAL PLANNING CORP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.21% | 0.33% | 0.46% | Q1 2014 | Q4 2014 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2013 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 4 |
GILL CAPITAL PARTNERS, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2020 | 4 |
Virtu Financial LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q2 2021 | 4 |
Sterneck Capital Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q2 2014 | 4 |
Addison Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Saba Capital Management, L.P. | 3 | 1 | 0.01% | 0.05% | 0.16% | Q3 2013 | Q2 2015 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
CORNERSTONE ADVISORS INC | 3 | 3 | 0.19% | 0.23% | 0.26% | Q3 2013 | Q1 2014 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q2 2014 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Advisors Preferred, LLC | 3 | 3 | 0.05% | 0.08% | 0.09% | Q4 2013 | Q2 2014 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2016 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 1 | 0.37% | 0.95% | 1.30% | Q4 2019 | Q4 2020 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Full Value Advisors, LLC | 3 | 3 | 0.05% | 0.76% | 1.37% | Q4 2007 | Q2 2008 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
GraniteShares Advisors LLC | 3 | 3 | 1.24% | 1.26% | 1.30% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Visium Asset Management, LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Elequin Capital, LP | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q1 2023 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2019 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.69% | 0.72% | 0.76% | Q2 2013 | Q3 2013 | 2 |
Hedeker Wealth, LLC | 1 | 1 | 0.11% | 0.21% | 0.31% | Q1 2016 | Q3 2016 | 2 |
Ionic Capital Management LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q2 2019 | 2 |
Capstone Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q2 2012 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2019 | 2 |
Allen Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2015 | 2 |
MELFA WEALTH MANAGEMENT, INC. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.28% | 0.33% | 0.38% | Q1 2020 | Q2 2020 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 2 |
Kovack Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
Diversified Portfolios, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Estabrook Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Vivaldi Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
XTX Topco Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WHITE PINE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2019 | Q4 2019 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CARRET ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
NIXON PEABODY TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kovitz Investment Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Aristides Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PECAUT & CO. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NORTHEAST INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own MFS INTER INCOME TR or have owned MFS INTER INCOME TR in the past.