Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Apriem Advisors | 42 | 42 | 0.09% | 0.34% | 0.82% | Q2 2013 | Q3 2023 | 42 |
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% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 40 | 40 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.04% | 0.10% | 0.15% | Q4 2013 | Q3 2023 | 40 |
WHITTIER TRUST CO | 40 | 40 | 0.01% | 0.16% | 0.29% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
WHITTIER TRUST CO OF NEVADA INC | 38 | 38 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 38 |
HighTower Advisors, LLC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
FIRST FOUNDATION ADVISORS | 28 | 9 | 0.02% | 0.11% | 0.34% | Q2 2014 | Q3 2023 | 37 |
WEDBUSH SECURITIES INC | 37 | 37 | 0.04% | 0.14% | 0.40% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 19 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Invesco Ltd. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
US BANCORP \DE\ | 33 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 33 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2020 | 30 |
CITIGROUP INC | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 30 |
Van Hulzen Asset Management, LLC | 25 | 1 | 0.05% | 0.44% | 1.51% | Q2 2014 | Q3 2023 | 30 |
Allworth Financial LP | 25 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 29 |
RB Capital Management, LLC | 28 | 28 | 0.01% | 0.47% | 0.76% | Q4 2016 | Q3 2023 | 28 |
Pacific Wealth Strategies Group, Inc. | 28 | 28 | 0.36% | 3.81% | 5.96% | Q4 2016 | Q3 2023 | 28 |
Gerber Kawasaki Wealth & Investment Management | 19 | 9 | 0.01% | 0.26% | 0.83% | Q2 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 14 | 12 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 26 |
Creative Planning | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2021 | 26 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 22 | 1 | 0.01% | 1.15% | 3.04% | Q3 2013 | Q3 2023 | 26 |
SIT INVESTMENT ASSOCIATES INC | 20 | 1 | 0.01% | 0.05% | 0.22% | Q4 2013 | Q3 2023 | 26 |
Coe Capital Management, LLC | 25 | 1 | 0.06% | 0.19% | 0.44% | Q2 2013 | Q4 2019 | 26 |
Laurel Wealth Advisors, Inc. | 25 | 25 | 0.02% | 0.13% | 0.38% | Q4 2016 | Q4 2022 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Castle Rock Wealth Management, LLC | 24 | 24 | 0.07% | 2.89% | 30.54% | Q4 2017 | Q3 2023 | 24 |
Cetera Investment Advisers | 22 | 2 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Tortoise Investment Management, LLC | 19 | 4 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 23 |
GAMBLE JONES INVESTMENT COUNSEL | 22 | 22 | 0.04% | 0.06% | 0.07% | Q3 2017 | Q4 2022 | 22 |
MUFG Americas Holdings Corp | 13 | 3 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q3 2020 | 22 |
VISTA INVESTMENT MANAGEMENT | 22 | 22 | 0.07% | 0.15% | 0.31% | Q4 2017 | Q1 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 2 | 0.01% | 0.08% | 0.36% | Q4 2016 | Q3 2022 | 21 |
Gemmer Asset Management LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2019 | 21 |
Cooper Financial Group | 20 | 20 | 0.10% | 0.21% | 0.41% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.09% | 0.13% | 0.18% | Q4 2018 | Q3 2023 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2023 | 20 |
FIRST AMERICAN TRUST, FSB | 18 | 1 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 19 |
Private Wealth Partners, LLC | 19 | 19 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 19 |
RAND WEALTH, LLC | 18 | 18 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2018 | 18 |
FIRST TRUST ADVISORS LP | 10 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 18 |
Alpha Cubed Investments, LLC | 15 | 3 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 18 |
FNY Investment Advisers, LLC | 8 | 3 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2023 | 18 |
OneDigital Investment Advisors LLC | 18 | 18 | 0.03% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Choate Investment Advisors | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 17 | 17 | 0.17% | 0.24% | 0.33% | Q4 2017 | Q4 2021 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 17 |
DAVIDSON TRUST CO | 16 | 16 | 1.13% | 2.32% | 4.04% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 16 | 16 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q2 2022 | 16 |
Baker Ellis Asset Management LLC | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q3 2018 | 16 |
EP Wealth Advisors, LLC | 10 | 3 | 0.00% | 0.04% | 0.10% | Q3 2014 | Q3 2023 | 16 |
Pensionmark Financial Group, LLC | 7 | 4 | 0.02% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
JPMORGAN CHASE & CO | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
DOLIVER ADVISORS, LP | 8 | 1 | 0.08% | 0.55% | 1.60% | Q1 2013 | Q2 2018 | 15 |
ROBINSON CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.23% | 1.31% | 2.99% | Q1 2018 | Q3 2023 | 15 |
Weaver Consulting Group | 7 | 1 | 0.03% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 15 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10 | 5 | 0.05% | 0.07% | 0.12% | Q3 2018 | Q2 2023 | 15 |
Allianz Asset Management GmbH | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Grassi Investment Management | 14 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
NWAM LLC | 9 | 1 | 0.02% | 0.30% | 4.10% | Q2 2017 | Q4 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
SECURITY NATIONAL TRUST CO | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q4 2017 | 15 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.02% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 15 |
AQR Arbitrage LLC | 5 | 2 | 0.00% | 0.04% | 0.26% | Q4 2016 | Q3 2023 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2021 | 15 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Pure Financial Advisors, LLC | 13 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q4 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
Baird Financial Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q1 2019 | 14 |
Commonwealth Equity Services, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2017 | 14 |
Stratos Wealth Partners, LTD. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2018 | 13 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q1 2022 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 13 |
Karpus Management, Inc. | 9 | 4 | 0.05% | 0.53% | 1.51% | Q3 2018 | Q3 2023 | 13 |
EVERETT HARRIS & CO /CA/ | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 12 |
CIBC Private Wealth Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q2 2018 | 12 |
Oder Investment Management, LLC | 12 | 12 | 0.35% | 0.57% | 0.71% | Q4 2020 | Q3 2023 | 12 |
BOKF, NA | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 0.02% | 0.12% | 0.21% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Wealth Management, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q1 2022 | 12 |
Concert Wealth Management Inc. | 12 | 12 | 0.00% | 0.05% | 0.12% | Q2 2014 | Q1 2017 | 12 |
Stevens First Principles Investment Advisors | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2019 | 12 |
Fiera Capital Corp | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q4 2021 | 11 |
Miracle Mile Advisors, LLC | 11 | 11 | 0.00% | 0.04% | 0.35% | Q3 2020 | Q1 2023 | 11 |
ASPIRIANT, LLC | 7 | 4 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2019 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q4 2021 | 11 |
COHEN & STEERS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
Main Management LLC | 8 | 1 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 11 |
Hall Private Wealth Advisors | 10 | 1 | 0.42% | 1.00% | 1.55% | Q4 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.10% | 0.26% | 0.40% | Q1 2021 | Q3 2023 | 11 |
Winfield Associates, Inc. | 11 | 11 | 0.06% | 0.09% | 0.13% | Q3 2019 | Q1 2022 | 11 |
Mechanics Bank Trust Department | 11 | 11 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q1 2022 | 11 |
Leisure Capital Management | 7 | 3 | 0.12% | 0.14% | 0.15% | Q3 2017 | Q1 2020 | 10 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2021 | 10 |
NORTHERN TRUST CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 10 |
Vivaldi Capital Management LP | 6 | 4 | 0.06% | 0.13% | 0.18% | Q1 2020 | Q4 2022 | 10 |
Telos Capital Management, Inc. | 7 | 1 | 0.03% | 0.06% | 0.10% | Q2 2014 | Q4 2021 | 10 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 10 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 4 | 1 | 0.03% | 0.06% | 0.10% | Q3 2018 | Q3 2022 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.21% | 0.53% | 0.65% | Q4 2013 | Q1 2016 | 10 |
Hilton Capital Management, LLC | 10 | 10 | 0.03% | 0.04% | 0.08% | Q4 2016 | Q1 2019 | 10 |
Snowden Capital Advisors LLC | 7 | 2 | 0.01% | 0.05% | 0.07% | Q3 2019 | Q2 2023 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Manchester Capital Management LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Integrated Wealth Management | 9 | 9 | 0.09% | 0.10% | 0.11% | Q1 2015 | Q1 2017 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 9 |
Running Point Capital Advisors, LLC | 9 | 9 | 0.14% | 0.19% | 0.28% | Q4 2020 | Q4 2022 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 9 |
DEUTSCHE BANK AG\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 9 |
Dakota Wealth Management | 5 | 4 | 0.04% | 0.13% | 0.22% | Q3 2018 | Q3 2023 | 9 |
Cetera Advisors LLC | 7 | 2 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2018 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Wagner Wealth Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2022 | 8 |
HoyleCohen, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
CERTUITY, LLC | 8 | 8 | 0.38% | 0.62% | 0.82% | Q4 2019 | Q3 2021 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
SteelPeak Wealth, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q1 2022 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
MKT Advisors LLC | 8 | 8 | 0.17% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.38% | 1.62% | 2.87% | Q4 2021 | Q3 2023 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
Tarbox Family Office, Inc. | 5 | 1 | 0.03% | 0.07% | 0.16% | Q4 2013 | Q2 2022 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.04% | 0.15% | Q4 2015 | Q2 2018 | 8 |
Enterprise Trust & Investment Co | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 8 |
Geneos Wealth Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 7 |
BAILARD, INC. | 7 | 7 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.88% | 1.21% | 1.51% | Q4 2019 | Q2 2021 | 7 |
Investors Capital Advisory Services | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q2 2016 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.08% | 0.15% | Q4 2018 | Q3 2021 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Ignite Planners, LLC | 7 | 7 | 0.51% | 0.71% | 1.00% | Q1 2022 | Q3 2023 | 7 |
Perigon Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 7 |
Weiss Asset Management LP | 2 | 1 | 0.04% | 0.29% | 0.84% | Q4 2013 | Q4 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 7 |
TriaGen Wealth Management LLC | 5 | 2 | 0.18% | 0.28% | 0.34% | Q4 2020 | Q3 2022 | 7 |
CREDIT SUISSE AG/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
OPPENHEIMER & CO INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 6 |
Newfleet Asset Management, LLC | 6 | 6 | 0.29% | 3.63% | 14.66% | Q4 2020 | Q1 2022 | 6 |
CUTLER INVESTMENT COUNSEL LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2016 | Q3 2017 | 6 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 6 |
IEQ CAPITAL, LLC | 5 | 1 | 0.01% | 0.08% | 0.42% | Q4 2019 | Q2 2021 | 6 |
NATIONAL PLANNING CORP | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
RMB Capital Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2020 | 6 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 6 |
Intersect Capital LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
MISSION WEALTH MANAGEMENT, LP | 5 | 1 | 0.03% | 0.05% | 0.06% | Q1 2016 | Q4 2017 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 6 |
Blume Capital Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 5 |
Saba Capital Management, L.P. | 4 | 1 | 0.00% | 0.67% | 1.56% | Q4 2018 | Q3 2023 | 5 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Logan Stone Capital, LLC | 4 | 1 | 0.18% | 2.49% | 3.86% | Q1 2022 | Q3 2023 | 5 |
KENNICOTT CAPITAL MANAGEMENT LLC | 5 | 5 | 0.16% | 0.45% | 0.60% | Q1 2021 | Q1 2022 | 5 |
C2C Wealth Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Probabilities Fund Management, LLC | 5 | 5 | 0.65% | 1.20% | 1.67% | Q4 2017 | Q4 2018 | 5 |
Good Life Advisors, LLC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q4 2016 | Q4 2017 | 5 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 5 |
CENTAURUS FINANCIAL, INC. | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2019 | 5 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lindbrook Capital, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 4 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q1 2020 | 4 |
Southland Equity Partners LLC | 4 | 4 | 0.11% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Ackerman Capital Advisors, LLC | 2 | 1 | 0.04% | 0.08% | 0.10% | Q4 2019 | Q1 2023 | 4 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 4 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 4 |
Rinkey Investments | 4 | 4 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q2 2023 | 4 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
AQR Capital Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2015 | 4 |
GenTrust, LLC | 4 | 4 | 0.45% | 0.59% | 0.87% | Q1 2020 | Q4 2020 | 4 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Montecito Bank & Trust | 3 | 1 | 0.07% | 0.08% | 0.08% | Q4 2015 | Q4 2016 | 4 |
Mariner, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MACKAY SHIELDS LLC | 4 | 4 | 0.06% | 0.06% | 0.08% | Q2 2014 | Q1 2015 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.54% | 0.68% | 0.74% | Q4 2017 | Q3 2018 | 4 |
WealthPLAN Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2023 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
American Portfolios Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.12% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Beach Point Capital Management LP | 2 | 1 | 1.72% | 3.85% | 5.11% | Q4 2018 | Q3 2023 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 3 |
Core Wealth Partners LLC | 3 | 3 | 0.33% | 0.37% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
EWG Elevate Inc. | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Wellspring Financial Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2018 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q4 2022 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 3 |
GIRARD SECURITIES, INC. | 3 | 3 | 0.15% | 0.16% | 0.17% | Q4 2016 | Q2 2017 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Almitas Capital LLC | 2 | 2 | 0.07% | 0.32% | 0.57% | Q4 2022 | Q1 2023 | 2 |
OTA Financial Group L.P. | 2 | 2 | 0.12% | 0.16% | 0.20% | Q3 2017 | Q4 2017 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 2 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.12% | 0.31% | 0.50% | Q2 2018 | Q3 2018 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Institute for Wealth Management, LLC. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q3 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 2 |
Ionic Capital Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.12% | 0.15% | 0.17% | Q4 2019 | Q1 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
PRIVATE ASSET MANAGEMENT INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q1 2010 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RHS Financial, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Schoolcraft Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2014 | Q2 2014 | 1 |
Spectrum Wealth Advisory Group, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
XTX Topco Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Brick & Kyle, Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
Gradient Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Titus Wealth Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Timber Hill LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
CWH Capital Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2015 | Q2 2015 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2022 | Q1 2022 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
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This page lists all the filers that currently own NUVEEN CA QUALTY MUN INCOME or have owned NUVEEN CA QUALTY MUN INCOME in the past.