Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
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% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.03% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 38 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
CENTRAL TRUST Co | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
LPL Financial LLC | 17 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 34 |
Nuveen Asset Management, LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 30 |
Invesco Ltd. | 16 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
NWAM LLC | 21 | 6 | 0.02% | 0.22% | 0.36% | Q1 2014 | Q4 2020 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 27 |
GUGGENHEIM CAPITAL LLC | 11 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 26 |
Highlander Capital Management, LLC | 26 | 26 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2019 | 26 |
Wealth Alliance Advisory Group, LLC | 24 | 24 | 0.06% | 0.22% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Horizon Kinetics | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 23 |
BAR HARBOR WEALTH MANAGEMENT | 19 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 23 |
Advisors Asset Management, Inc. | 17 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 20 |
CENTAURUS FINANCIAL, INC. | 19 | 19 | 0.03% | 0.10% | 0.52% | Q1 2018 | Q3 2022 | 19 |
RAYMOND JAMES TRUST N.A. | 15 | 4 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Fairhaven Wealth Management, LLC | 16 | 2 | 0.04% | 0.09% | 0.16% | Q1 2019 | Q3 2023 | 18 |
First Allied Advisory Services, Inc. | 15 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 18 |
HighTower Advisors, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Cambridge Investment Research Advisors, Inc. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 16 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Affiance Financial, LLC | 14 | 14 | 0.12% | 0.23% | 0.46% | Q2 2015 | Q3 2018 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
ROBINSON CAPITAL MANAGEMENT, LLC | 9 | 5 | 0.89% | 1.34% | 1.90% | Q1 2017 | Q2 2023 | 14 |
NORTHERN TRUST CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 13 |
US BANCORP \DE\ | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2022 | 13 |
Meridian Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Advisor Group, Inc. | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.10% | 0.12% | 0.14% | Q3 2013 | Q1 2016 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 11 |
1607 Capital Partners, LLC | 6 | 4 | 0.01% | 0.12% | 0.29% | Q3 2018 | Q3 2023 | 10 |
IHT Wealth Management, LLC | 6 | 4 | 0.03% | 0.16% | 0.26% | Q4 2018 | Q2 2021 | 10 |
Samalin Investment Counsel, LLC | 10 | 10 | 0.26% | 0.36% | 0.50% | Q3 2020 | Q4 2022 | 10 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 4 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
BRINKER CAPITAL INC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2015 | 10 |
MGO ONE SEVEN LLC | 7 | 2 | 0.18% | 0.25% | 0.34% | Q4 2017 | Q1 2020 | 9 |
AQR Arbitrage LLC | 6 | 3 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.24% | 0.34% | 0.48% | Q4 2021 | Q4 2023 | 9 |
Round Rock Advisors, LLC | 8 | 8 | 0.11% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
STIFEL FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 8 |
Heritage Trust Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 8 |
FIFTH THIRD BANCORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 8 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2015 | 8 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.21% | 0.57% | 0.94% | Q1 2021 | Q3 2022 | 7 |
XML Financial, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 7 |
COHEN & STEERS, INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
WFG Advisors, LP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
OPPENHEIMER & CO INC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2018 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Moors & Cabot, Inc. | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.04% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Meixler Investment Management, Ltd. | 5 | 5 | 0.11% | 0.18% | 0.28% | Q4 2021 | Q4 2022 | 5 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 5 |
Ackerman Capital Advisors, LLC | 5 | 5 | 0.03% | 0.22% | 0.37% | Q2 2022 | Q2 2023 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Sigma Planning Corp | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2017 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 5 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 4 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.12% | 0.25% | Q4 2018 | Q3 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fiera Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PANAGORA ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q4 2018 | 4 |
BKS ADVISORS, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2015 | Q1 2016 | 4 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 4 |
Addison Advisors LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
CITY HOLDING CO | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q3 2014 | 4 |
American Portfolios Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.22% | 0.26% | 0.35% | Q4 2022 | Q3 2023 | 4 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.07% | 0.15% | 0.22% | Q1 2017 | Q2 2018 | 4 |
Logan Stone Capital, LLC | 4 | 4 | 0.08% | 0.23% | 0.47% | Q4 2022 | Q3 2023 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CLOUGH CAPITAL PARTNERS L P | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q1 2018 | 4 |
Snowden Capital Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q3 2017 | 4 |
FinTrust Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.25% | 0.27% | 0.28% | Q4 2017 | Q2 2018 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2019 | Q4 2019 | 3 |
Certified Advisory Corp | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 3 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 3 |
CITIGROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.45% | 0.52% | 0.58% | Q3 2020 | Q4 2020 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Icon Wealth Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
6 Meridian | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 2 |
Hightower 6M Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RPO LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own NEUBERGER BERMAN INTER MUNI or have owned NEUBERGER BERMAN INTER MUNI in the past.