Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Hudock, Inc. | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.27% | 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 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | 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 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
VAN ECK ASSOCIATES CORP | 27 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Traynor Capital Management, Inc. | 29 | 6 | 0.02% | 0.46% | 1.72% | Q4 2014 | Q3 2023 | 35 |
US BANCORP \DE\ | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
GUGGENHEIM CAPITAL LLC | 22 | 8 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 14 | 13 | 0.00% | 0.05% | 0.13% | Q4 2013 | Q4 2020 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q4 2019 | 27 |
STIFEL FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 26 |
Cambridge Investment Research Advisors, Inc. | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 25 |
BANK OF MONTREAL /CAN/ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
Selway Asset Management | 24 | 24 | 0.65% | 4.08% | 8.59% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 19 | 5 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q1 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 12 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 24 |
Capital Investment Advisors, LLC | 18 | 6 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2023 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 23 |
Creative Planning | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
M&R CAPITAL MANAGEMENT INC | 20 | 20 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q4 2021 | 20 |
CITIGROUP INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
NewEdge Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 19 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Private Advisor Group, LLC | 10 | 7 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2020 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 1.22% | 3.36% | 6.53% | Q4 2018 | Q4 2023 | 17 |
AMERIPRISE FINANCIAL INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 17 |
MML INVESTORS SERVICES, LLC | 15 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.10% | 0.39% | 0.70% | Q3 2013 | Q1 2017 | 15 |
FNY Investment Advisers, LLC | 8 | 7 | 0.00% | 0.01% | 0.08% | Q2 2018 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Somerset Trust Co | 14 | 14 | 0.02% | 0.04% | 0.04% | Q4 2013 | Q1 2017 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2017 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2023 | 13 |
Savant Capital, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q4 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
FIRST MANHATTAN CO. LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
COHEN & STEERS, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 12 |
First Allied Advisory Services, Inc. | 6 | 5 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2020 | 11 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 11 |
Financial Architects, Inc | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 11 |
Cito Capital Group, LLC | 6 | 4 | 0.10% | 0.32% | 0.83% | Q3 2017 | Q1 2020 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.23% | 0.40% | 0.66% | Q4 2017 | Q1 2020 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q1 2017 | 10 |
Wagner Wealth Management, LLC | 5 | 4 | 0.58% | 0.67% | 0.78% | Q4 2017 | Q4 2021 | 9 |
Syverson Strege & Co | 9 | 9 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q1 2023 | 9 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 9 |
TrinityPoint Wealth, LLC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 9 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.15% | 1.58% | 2.44% | Q1 2017 | Q4 2020 | 8 |
GAMBLE JONES INVESTMENT COUNSEL | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 8 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 8 |
RAYMOND JAMES & ASSOCIATES | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
PANAGORA ASSET MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 7 |
Advisors Asset Management, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
GHE, LLC | 5 | 2 | 0.07% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 6 |
HighTower Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
SIT INVESTMENT ASSOCIATES INC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2021 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 6 |
AdvisorNet Financial, Inc | 5 | 1 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q4 2021 | 6 |
Lindbrook Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Invesco Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Steward Partners Investment Advisory, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2021 | 5 |
Ackerman Capital Advisors, LLC | 2 | 1 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Summit X, LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 5 |
Geneos Wealth Management Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 5 |
PINNACLE ASSOCIATES LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
First Horizon Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
REGATTA CAPITAL GROUP, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2022 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
SUNTRUST BANKS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 4 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Limestone Value Partners, LLC | 4 | 4 | 0.46% | 0.71% | 0.83% | Q4 2015 | Q3 2016 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.12% | 0.14% | 0.16% | Q3 2020 | Q2 2021 | 4 |
EWG Elevate Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.19% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.10% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.08% | 0.16% | 0.29% | Q1 2017 | Q4 2017 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2022 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q1 2018 | 3 |
AlphaCentric Advisors LLC | 3 | 3 | 0.07% | 0.18% | 0.33% | Q3 2022 | Q1 2023 | 3 |
Madden Advisory Services, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NORTHERN TRUST CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.00% | 0.05% | 0.07% | Q3 2017 | Q1 2018 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.14% | 0.17% | 0.19% | Q4 2017 | Q2 2018 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q2 2011 | 3 |
VECTOR WEALTH MANAGEMENT, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2016 | Q4 2016 | 3 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2022 | Q3 2022 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.62% | 0.82% | 1.02% | Q4 2017 | Q1 2018 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q3 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Argent Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Liberty Street Advisors, Inc. | 1 | 1 | 3.89% | 3.89% | 3.89% | Q4 2014 | Q4 2014 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
KEELEY ASSET MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
ROVIN CAPITAL /UT/ /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own PIMCO MUNICIPAL INCOME FD or have owned PIMCO MUNICIPAL INCOME FD in the past.