Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.04% | 0.09% | 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 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 38 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 40 | 40 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q2 2023 | 40 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 26 | 4 | 0.02% | 0.32% | 1.25% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Traynor Capital Management, Inc. | 29 | 6 | 0.02% | 0.42% | 0.77% | Q4 2014 | Q3 2023 | 35 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 27 | 5 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 32 |
HOLLENCREST CAPITAL MANAGEMENT | 21 | 10 | 0.00% | 0.03% | 0.05% | Q1 2015 | Q4 2022 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
FIRST TRUST ADVISORS LP | 19 | 12 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 31 |
B. Riley Wealth Advisors, Inc. | 16 | 6 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2022 | 30 |
NewEdge Advisors, LLC | 30 | 30 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 30 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Advisors Asset Management, Inc. | 23 | 6 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2022 | 29 |
Invesco Ltd. | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 21 | 7 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 25 |
GOODWIN DANIEL L | 25 | 25 | 0.07% | 0.11% | 0.30% | Q3 2017 | Q3 2023 | 25 |
Capital Investment Advisors, LLC | 21 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2023 | 25 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.02% | 0.03% | 0.07% | Q1 2015 | Q4 2020 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Janney Montgomery Scott LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
Sandy Spring Bank | 23 | 23 | 0.00% | 0.00% | 0.03% | Q1 2018 | Q3 2023 | 23 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 23 | 23 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
WEDBUSH SECURITIES INC | 23 | 23 | 0.03% | 0.06% | 0.13% | Q1 2018 | Q3 2023 | 23 |
First Allied Advisory Services, Inc. | 9 | 2 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 23 |
RAYMOND JAMES TRUST N.A. | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
FIFTH THIRD BANCORP | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 21 |
Bridgecreek Investment Management, LLC | 12 | 9 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q4 2019 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 21 |
Cito Capital Group, LLC | 20 | 20 | 0.04% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Sargent Bickham Lagudis LLC | 14 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 20 | 20 | 0.03% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Family Management Corp | 19 | 19 | 0.03% | 0.12% | 0.25% | Q1 2019 | Q3 2023 | 19 |
Creative Planning | 18 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 18 |
OPPENHEIMER & CO INC | 15 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 18 |
Quad-Cities Investment Group, LLC | 18 | 18 | 0.09% | 0.16% | 0.23% | Q2 2018 | Q3 2022 | 18 |
Baird Financial Group, Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
Ellis Investment Partners, LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.13% | 0.41% | 0.57% | Q3 2019 | Q3 2023 | 17 |
CULLEN/FROST BANKERS, INC. | 15 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Capital Investment Advisory Services, LLC | 13 | 4 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 17 |
NATIONAL PLANNING CORP | 16 | 16 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q3 2017 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.02% | 0.06% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Alexandria Capital, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q2 2018 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Camelot Portfolios, LLC | 8 | 7 | 0.06% | 0.14% | 0.30% | Q4 2019 | Q3 2023 | 15 |
Samalin Investment Counsel, LLC | 14 | 14 | 0.08% | 0.27% | 0.41% | Q4 2019 | Q1 2023 | 14 |
VICUS CAPITAL | 14 | 14 | 0.04% | 0.06% | 0.11% | Q3 2013 | Q4 2016 | 14 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Berkeley Capital Partners, LLC | 13 | 1 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 14 |
Selective Wealth Management, Inc. | 13 | 1 | 0.01% | 0.05% | 0.43% | Q3 2018 | Q3 2022 | 14 |
Sound Income Strategies, LLC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Riggs Asset Managment Co. Inc. | 14 | 14 | 0.03% | 0.05% | 0.07% | Q3 2014 | Q4 2017 | 14 |
Cetera Advisor Networks LLC | 8 | 6 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 14 |
AE Wealth Management LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.18% | 0.26% | 0.32% | Q2 2013 | Q2 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 13 |
HighTower Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 13 |
JNBA Financial Advisors | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 12 |
QP WEALTH MANAGEMENT, LLC | 12 | 12 | 0.16% | 0.39% | 0.46% | Q4 2019 | Q3 2022 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.13% | 0.14% | 0.18% | Q2 2020 | Q1 2023 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 1.32% | 1.53% | 1.80% | Q4 2019 | Q3 2022 | 12 |
NORTHERN TRUST CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Bogart Wealth, LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
MinichMacGregor Wealth Management, LLC | 11 | 1 | 0.01% | 0.05% | 0.11% | Q1 2016 | Q4 2022 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 12 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 11 | 1 | 0.02% | 0.09% | 0.24% | Q4 2016 | Q1 2020 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Altus Wealth Group LLC | 12 | 12 | 0.08% | 0.17% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 0.09% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q3 2021 | 11 |
COHEN & STEERS, INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 11 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 1 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q4 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
IBEX WEALTH ADVISORS | 11 | 11 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q4 2022 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
RDA Financial Network | 9 | 2 | 0.07% | 0.09% | 0.11% | Q1 2019 | Q2 2022 | 11 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q1 2023 | 10 |
ROBINSON CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.90% | 2.76% | 4.87% | Q1 2016 | Q1 2023 | 10 |
Homrich & Berg | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2018 | 10 |
Selway Asset Management | 10 | 10 | 0.14% | 0.17% | 0.22% | Q1 2018 | Q2 2020 | 10 |
SUNTRUST BANKS INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
MML INVESTORS SERVICES, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.10% | 0.26% | Q1 2021 | Q3 2023 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2021 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.22% | 0.59% | 0.82% | Q4 2021 | Q4 2023 | 9 |
FIRST FOUNDATION ADVISORS | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 9 |
Ausdal Financial Partners, Inc. | 9 | 9 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Waverly Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 9 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q2 2021 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 8 |
Western Wealth Management, LLC | 7 | 1 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 8 |
PANAGORA ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 1.31% | 2.28% | 2.79% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 8 |
PARK AVENUE SECURITIES LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Summit X, LLC | 4 | 1 | 0.15% | 0.18% | 0.23% | Q1 2019 | Q3 2023 | 8 |
Laurion Capital Management LP | 3 | 2 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q2 2018 | 7 |
Clark Capital Management Group, Inc. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q2 2018 | 7 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.06% | 0.24% | 0.52% | Q4 2014 | Q1 2018 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.01% | 0.08% | 0.15% | Q1 2018 | Q3 2023 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2022 | 7 |
CWM, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
Running Point Capital Advisors, LLC | 7 | 7 | 0.22% | 0.34% | 0.57% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Principle Wealth Partners LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 7 |
IFC Holdings Incorporated/FL | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2017 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.05% | 0.10% | Q3 2021 | Q1 2023 | 7 |
AlphaCentric Advisors LLC | 4 | 3 | 0.02% | 0.10% | 0.25% | Q1 2021 | Q1 2023 | 7 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2017 | 7 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 7 |
Van Hulzen Asset Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Kaizen Financial Strategies | 6 | 6 | 0.23% | 0.41% | 0.80% | Q3 2021 | Q4 2022 | 6 |
Truvestments Capital LLC | 4 | 2 | 0.10% | 0.19% | 0.41% | Q2 2018 | Q4 2019 | 6 |
AdvisorNet Financial, Inc | 5 | 1 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q4 2021 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2012 | Q1 2023 | 6 |
Fusion Investment Group, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2015 | 6 |
Parcion Private Wealth LLC | 6 | 6 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q1 2021 | 6 |
Lavaca Capital LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 6 |
Clarus Group, Inc. | 6 | 6 | 0.09% | 0.17% | 0.23% | Q4 2020 | Q1 2022 | 6 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.16% | 0.61% | Q3 2013 | Q4 2021 | 6 |
CIBC BANK USA | 6 | 6 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q2 2015 | 6 |
SMITH, MOORE & CO. | 6 | 6 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q4 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Salomon & Ludwin, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
FORVIS Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q2 2022 | 5 |
BB&T SECURITIES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
STEPHENS INC /AR/ | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q2 2023 | 5 |
GREENLEAF TRUST | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 |
MBA Advisors LLC | 5 | 5 | 0.08% | 0.12% | 0.18% | Q3 2021 | Q3 2022 | 5 |
Element Wealth, LLC | 5 | 5 | 0.12% | 0.14% | 0.15% | Q3 2021 | Q3 2022 | 5 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q4 2022 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.04% | 0.11% | 0.19% | Q1 2022 | Q1 2023 | 5 |
Atria Wealth Solutions, Inc. | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Core Wealth Partners LLC | 4 | 4 | 0.12% | 0.35% | 0.48% | Q4 2022 | Q3 2023 | 4 |
EWG Elevate Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q4 2020 | 4 |
Lantz Financial LLC | 3 | 1 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q2 2023 | 4 |
REGATTA CAPITAL GROUP, LLC | 4 | 4 | 0.33% | 0.38% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Waterfront Wealth Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
All Season Financial Advisors, Inc. | 4 | 4 | 0.21% | 0.33% | 0.67% | Q2 2022 | Q1 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q2 2021 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Stewardship Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Aurora Private Wealth, Inc. | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Hennion & Walsh Asset Management, Inc. | 3 | 1 | 0.01% | 0.30% | 0.42% | Q1 2021 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
HBW ADVISORY SERVICES LLC | 4 | 4 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q1 2021 | 4 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 3 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
WMS Partners, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Realta Investment Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.09% | 0.13% | Q4 2021 | Q3 2022 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Berger Financial Group, Inc | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Oakworth Capital, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Hedeker Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 3 |
Mariner, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Altium Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q1 2020 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.08% | 0.11% | 0.12% | Q4 2014 | Q2 2015 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.04% | 0.35% | 0.65% | Q4 2013 | Q4 2018 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q1 2018 | Q2 2018 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 2 |
Partnervest Advisory Services LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q3 2019 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
IMA Wealth, Inc. | 2 | 2 | 0.31% | 0.32% | 0.34% | Q1 2015 | Q2 2015 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.08% | 0.10% | 0.13% | Q1 2020 | Q2 2020 | 2 |
Index Fund Advisors, Inc. | 2 | 2 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q1 2022 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 2 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
XTX Topco Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Providence First Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Keystone Wealth Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Advisor Resource Council | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Aristides Capital LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
StoneX Group Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Charles Schwab Trust Co | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Sigma Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PLANNING ALTERNATIVES LTD /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Brookstone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 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% | Q3 2023 | Q3 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
RPO LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Woodline Partners LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
USCA RIA LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own NUVEEN MUN HIGH INCOME OPP F or have owned NUVEEN MUN HIGH INCOME OPP F in the past.