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 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 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 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Financial Management Professionals, Inc. | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.02% | 0.04% | 0.09% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
FIFTH THIRD BANCORP | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 38 |
Cambridge Investment Research Advisors, Inc. | 37 | 37 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 37 |
Janney Montgomery Scott LLC | 29 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 36 |
AMERIPRISE FINANCIAL INC | 31 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 35 |
Alexandria Capital, LLC | 34 | 34 | 0.33% | 0.83% | 1.22% | Q2 2013 | Q3 2021 | 34 |
VAN ECK ASSOCIATES CORP | 23 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Traynor Capital Management, Inc. | 29 | 5 | 0.06% | 0.54% | 1.23% | Q4 2014 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
FIRST FOUNDATION ADVISORS | 31 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q1 2022 | 32 |
BANK OF STOCKTON | 28 | 4 | 0.04% | 0.17% | 0.83% | Q2 2013 | Q1 2022 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 6 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q2 2021 | 31 |
Affiance Financial, LLC | 30 | 1 | 0.02% | 0.87% | 1.56% | Q4 2014 | Q4 2022 | 31 |
Capital Investment Advisors, LLC | 30 | 30 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q1 2021 | 30 |
Nuveen Asset Management, LLC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 30 |
Baird Financial Group, Inc. | 24 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2022 | 29 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 26 |
NORTHERN TRUST CORP | 19 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 25 |
Cito Capital Group, LLC | 25 | 25 | 0.06% | 0.36% | 0.78% | Q3 2017 | Q3 2023 | 25 |
BANK OF MONTREAL /CAN/ | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
Horizon Kinetics | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Parisi Gray Wealth Management | 23 | 23 | 0.10% | 0.24% | 0.46% | Q4 2017 | Q2 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
North Star Investment Management Corp. | 17 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Private Advisor Group, LLC | 21 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 23 |
Claybrook Capital, LLC | 9 | 4 | 1.23% | 1.94% | 2.82% | Q4 2017 | Q3 2023 | 22 |
Cetera Investment Advisers | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Sonora Investment Management, LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2021 | 21 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2020 | 21 |
Winslow, Evans & Crocker, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2020 | 21 |
D.A. DAVIDSON & CO. | 9 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
WINTRUST INVESTMENTS LLC | 8 | 1 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 21 |
DEUTSCHE BANK AG\ | 11 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 20 |
M&R CAPITAL MANAGEMENT INC | 20 | 20 | 0.02% | 0.04% | 0.04% | Q1 2017 | Q4 2021 | 20 |
WEDBUSH SECURITIES INC | 11 | 4 | 0.01% | 0.04% | 0.05% | Q1 2014 | Q4 2021 | 20 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
GUGGENHEIM CAPITAL LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 19 |
Selway Asset Management | 19 | 19 | 0.10% | 1.71% | 5.64% | Q4 2014 | Q2 2019 | 19 |
LINCOLN NATIONAL CORP | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
COHEN & STEERS, INC. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.01% | 0.36% | 1.07% | Q2 2019 | Q3 2023 | 18 |
Invesco Ltd. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 0.21% | 0.44% | 0.80% | Q4 2018 | Q4 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 16 |
Claraphi Advisory Network, LLC | 16 | 16 | 0.11% | 0.20% | 0.43% | Q1 2019 | Q4 2022 | 16 |
Summit Trail Advisors, LLC | 14 | 1 | 0.01% | 0.12% | 0.33% | Q4 2019 | Q3 2023 | 15 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 15 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q2 2022 | 15 |
&PARTNERS | 15 | 15 | 0.06% | 0.15% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
FNY Investment Advisers, LLC | 8 | 7 | 0.00% | 0.01% | 0.13% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Somerset Trust Co | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2017 | 14 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 14 |
Investors Capital Advisory Services | 13 | 13 | 0.04% | 0.10% | 0.30% | Q2 2013 | Q2 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q2 2016 | 13 |
Bank of New York Mellon Corp | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
TRUIST FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Hunter Perkins Capital Management, LLC | 12 | 12 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 12 |
REILLY FINANCIAL ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Cetera Advisors LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
IFC Holdings Incorporated/FL | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 11 |
Beta Wealth Group, Inc. | 6 | 5 | 0.26% | 1.31% | 2.42% | Q4 2020 | Q3 2023 | 11 |
DAVENPORT & Co LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 11 |
Sheaff Brock Investment Advisors, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2018 | 11 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.32% | 0.45% | Q2 2013 | Q3 2023 | 11 |
Wagner Wealth Management, LLC | 5 | 2 | 0.01% | 0.16% | 0.24% | Q4 2017 | Q3 2022 | 11 |
Gerber Kawasaki Wealth & Investment Management | 6 | 2 | 0.00% | 0.24% | 0.84% | Q4 2015 | Q3 2022 | 11 |
QP WEALTH MANAGEMENT, LLC | 11 | 11 | 0.28% | 0.38% | 0.45% | Q4 2019 | Q2 2022 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Thomasville National Bank | 9 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 10 |
PEOPLES FINANCIAL SERVICES CORP. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 10 |
HighTower Advisors, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 10 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2015 | 10 |
LexAurum Advisors, LLC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Asset Management Group, Inc. | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q3 2017 | 10 |
Cedar Brook Financial Partners, LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Ancora Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 10 |
SIT INVESTMENT ASSOCIATES INC | 5 | 2 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2020 | 10 |
Americana Partners, LLC | 10 | 10 | 0.05% | 0.33% | 0.52% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Advisor Group, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 10 |
Koshinski Asset Management, Inc. | 4 | 2 | 0.00% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 5 | 4 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2017 | 9 |
Jacobi Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Sandy Spring Bank | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2021 | 8 |
Ackerman Capital Advisors, LLC | 4 | 1 | 0.00% | 0.08% | 0.15% | Q2 2017 | Q3 2023 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Baker Ellis Asset Management LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q4 2016 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PANAGORA ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Cetera Advisor Networks LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 8 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 8 |
SUNTRUST BANKS INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 8 |
RFG Advisory, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q2 2020 | 7 |
PINNACLE ASSOCIATES LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
STALEY CAPITAL ADVISERS INC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q1 2016 | 7 |
CENTRAL TRUST Co | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 7 | 7 | 0.12% | 0.19% | 0.32% | Q4 2021 | Q2 2023 | 7 |
Accel Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CCG WEALTH MANAGEMENT, LLC | 7 | 7 | 0.07% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
First City Capital Management, Inc. | 4 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 7 |
MML INVESTORS SERVICES, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.02% | 0.12% | 0.48% | Q1 2020 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q4 2013 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Argentus Capital Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.30% | 0.94% | 1.32% | Q4 2015 | Q2 2020 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 6 |
First PREMIER Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Elite Wealth Management, Inc. | 6 | 6 | 0.07% | 0.09% | 0.15% | Q2 2013 | Q3 2014 | 6 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 6 |
Clear Harbor Asset Management, LLC | 6 | 6 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Avantax Planning Partners, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Focused Wealth Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
MGO ONE SEVEN LLC | 4 | 2 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q2 2019 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.01% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
MCF Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2011 | Q4 2012 | 5 |
US BANCORP \DE\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
FineMark National Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2014 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 5 |
Addison Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 5 |
OTA Financial Group L.P. | 2 | 1 | 0.28% | 0.33% | 0.46% | Q3 2013 | Q4 2022 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Cornerstone Advisory, LLC | 4 | 4 | 0.21% | 0.25% | 0.28% | Q4 2022 | Q3 2023 | 4 |
FOREFRONT WEALTH MANAGEMENT INC. | 4 | 4 | 0.30% | 0.34% | 0.38% | Q4 2021 | Q3 2022 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q1 2018 | 4 |
Meridian Wealth Partners, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q1 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
Fiera Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IMA Wealth, Inc. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q3 2013 | Q2 2014 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
EWG Elevate Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Arlington Capital Management, Inc. | 4 | 4 | 0.19% | 0.20% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 4 |
Liberty Street Advisors, Inc. | 4 | 4 | 2.44% | 3.95% | 5.48% | Q4 2014 | Q3 2015 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Operose Advisors LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2022 | 4 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2021 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 3 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2018 | Q3 2018 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Highlander Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
Aevitas Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Vivaldi Capital Management LP | 3 | 3 | 0.59% | 0.70% | 0.78% | Q1 2023 | Q3 2023 | 3 |
Spinnaker Investment Group, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q4 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 3 |
KHP Capital, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
MAIRS & POWER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q4 2018 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 3 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 3 |
Strategic Advisors LLC | 3 | 3 | 0.36% | 0.49% | 0.56% | Q1 2016 | Q3 2016 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 3 |
SFI Advisors, LLC | 3 | 3 | 0.29% | 0.33% | 0.36% | Q1 2023 | Q3 2023 | 3 |
AlphaCentric Advisors LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2022 | 3 |
Personal Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Lavaca Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.10% | 0.10% | 0.11% | Q3 2015 | Q1 2016 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.09% | 0.18% | Q4 2018 | Q1 2019 | 2 |
Game Plan Financial Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q1 2020 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
VECTOR WEALTH MANAGEMENT, LLC | 2 | 2 | 0.37% | 3.01% | 5.65% | Q4 2011 | Q1 2012 | 2 |
Murphy, Middleton, Hinkle & Parker, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q1 2011 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.24% | 0.25% | 0.25% | Q2 2015 | Q4 2016 | 2 |
BlueSky Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q2 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
OPPENHEIMER & CO INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 2 |
Clarkston Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2018 | Q4 2018 | 2 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Blue Chip Wealth Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Elgethun Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Activest Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2013 | Q4 2013 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
HUTNER CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 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 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own PIMCO MUN INCOME FD II or have owned PIMCO MUN INCOME FD II in the past.