Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SHUFRO ROSE & CO LLC | 42 | 1 | 0.02% | 0.03% | 0.05% | Q3 2012 | Q3 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.21% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.01% | 0.03% | 0.05% | 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% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.01% | 0.30% | 1.30% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 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 |
AMERIPRISE FINANCIAL INC | 35 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
WEDBUSH SECURITIES INC | 35 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 22 | 17 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
MERIDIAN INVESTMENT COUNSEL INC. | 39 | 39 | 0.04% | 0.11% | 0.19% | Q4 2013 | Q2 2023 | 39 |
Addison Capital Co | 33 | 6 | 0.31% | 0.64% | 0.99% | Q4 2013 | Q3 2023 | 39 |
BANK OF MONTREAL /CAN/ | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 14 | 11 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
PINNACLE ASSOCIATES LTD | 35 | 35 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 28 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 33 |
CITIGROUP INC | 22 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 31 |
Raymond James Financial Services Advisors, Inc. | 19 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 30 |
FIRST MANHATTAN CO. LLC. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
RAYMOND JAMES & ASSOCIATES | 24 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q4 2021 | 28 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
CSS LLC/IL | 26 | 26 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2020 | 26 |
Cottage Street Advisors LLC | 26 | 26 | 0.00% | 0.52% | 1.10% | Q4 2015 | Q1 2022 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
D.A. DAVIDSON & CO. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 25 |
SUNTRUST BANKS INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 25 |
Stratos Wealth Partners, LTD. | 25 | 25 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 25 |
FIFTH THIRD BANCORP | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
Wealth Alliance Advisory Group, LLC | 24 | 24 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
PRUDENTIAL PLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Koshinski Asset Management, Inc. | 9 | 1 | 0.01% | 0.06% | 0.28% | Q4 2014 | Q3 2023 | 24 |
Sonora Investment Management, LLC | 23 | 23 | 0.06% | 0.10% | 0.15% | Q1 2016 | Q3 2021 | 23 |
BARCLAYS PLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 23 |
Horizon Kinetics | 23 | 23 | 0.13% | 0.21% | 0.27% | Q2 2013 | Q4 2018 | 23 |
Creative Planning | 19 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2021 | 23 |
Greenwich Wealth Management LLC | 17 | 5 | 0.01% | 0.04% | 0.15% | Q2 2014 | Q2 2023 | 22 |
TELEMUS CAPITAL, LLC | 21 | 21 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q1 2021 | 21 |
Shaker Financial Services, LLC | 10 | 1 | 0.06% | 1.17% | 3.14% | Q2 2013 | Q3 2023 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.03% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 19 |
First Allied Advisory Services, Inc. | 19 | 19 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2017 | 19 |
RDA Financial Network | 19 | 19 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Bell Rock Capital LLC | 16 | 1 | 0.06% | 0.10% | 0.12% | Q4 2016 | Q3 2022 | 19 |
SeaCrest Wealth Management, LLC | 17 | 1 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q2 2022 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
IFC Holdings Incorporated/FL | 16 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 17 |
Penserra Capital Management LLC | 9 | 8 | 0.00% | 0.08% | 0.20% | Q4 2015 | Q3 2023 | 17 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 15 | 2 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 17 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 15 | 1 | 0.03% | 0.06% | 0.13% | Q4 2016 | Q4 2020 | 16 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.03% | 0.62% | 1.58% | Q2 2013 | Q3 2023 | 16 |
Asset Allocation & Management Company, LLC | 16 | 16 | 0.05% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
FNY Investment Advisers, LLC | 7 | 2 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2023 | 16 |
F3Logic, LLC | 16 | 16 | 0.00% | 0.04% | 0.20% | Q1 2018 | Q4 2021 | 16 |
BDO Wealth Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 11 | 1 | 0.00% | 0.05% | 0.20% | Q4 2018 | Q3 2023 | 16 |
Baird Financial Group, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 15 | 15 | 1.93% | 2.10% | 2.34% | Q3 2014 | Q1 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.08% | 0.11% | 0.18% | Q2 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2022 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2021 | 14 |
SIT INVESTMENT ASSOCIATES INC | 8 | 1 | 0.02% | 0.15% | 0.48% | Q2 2013 | Q1 2020 | 14 |
EVOKE WEALTH, LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2022 | 13 |
SCOTIA CAPITAL INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q3 2021 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Claraphi Advisory Network, LLC | 10 | 2 | 0.04% | 0.07% | 0.11% | Q2 2019 | Q2 2022 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 9 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 11 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 11 |
BESSEMER GROUP INC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q2 2018 | 11 |
Virtu KCG Holdings LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Wagner Wealth Management, LLC | 5 | 2 | 0.02% | 0.29% | 0.57% | Q4 2017 | Q3 2022 | 11 |
TCG Advisory Services, LLC | 8 | 3 | 0.10% | 0.70% | 1.59% | Q4 2020 | Q3 2023 | 11 |
Sheaff Brock Investment Advisors, LLC | 8 | 2 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q1 2019 | 10 |
Thomas J. Herzfeld Advisors, Inc. | 10 | 10 | 0.03% | 0.10% | 0.37% | Q3 2014 | Q4 2016 | 10 |
Gs Investments, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Kovack Advisors, Inc. | 6 | 1 | 0.02% | 0.11% | 0.18% | Q1 2016 | Q4 2020 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q1 2013 | 10 |
Rockefeller Capital Management L.P. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Ameritas Investment Company, LLC | 7 | 1 | 0.02% | 0.06% | 0.08% | Q4 2018 | Q3 2021 | 10 |
IBEX WEALTH ADVISORS | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q4 2022 | 10 |
Glassman Wealth Services | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 10 |
DEUTSCHE BANK AG\ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q1 2017 | 10 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 9 |
IMA Wealth, Inc. | 9 | 9 | 0.08% | 0.13% | 0.25% | Q2 2013 | Q2 2015 | 9 |
TNF LLC | 9 | 9 | 0.10% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2012 | Q1 2020 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
LAZARD ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 8 |
PANAGORA ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
CREDIT SUISSE AG/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
TCG Advisors, LP | 7 | 7 | 1.31% | 1.93% | 2.37% | Q4 2018 | Q2 2020 | 7 |
Cresset Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2015 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Advocacy Wealth Management Services, LLC | 4 | 3 | 0.00% | 0.04% | 0.22% | Q4 2015 | Q3 2017 | 7 |
Capital Advisory Group Advisory Services, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
TSFG, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Formidable Asset Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 7 |
First City Capital Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 6 |
Blume Capital Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q3 2014 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Jupiter Wealth Management LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q2 2020 | 6 |
Beacon Pointe Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.01% | 0.06% | 0.13% | Q3 2015 | Q3 2023 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
Sightline Wealth Advisors, LLC | 6 | 6 | 0.64% | 2.58% | 3.32% | Q4 2020 | Q1 2022 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Atria Investments, Inc | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2017 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q3 2017 | 6 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q2 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q1 2020 | 6 |
AVALON CAPITAL MANAGEMENT | 4 | 2 | 0.43% | 0.96% | 2.66% | Q1 2014 | Q3 2015 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Capital Financial Services, LLC | 5 | 5 | 0.10% | 0.14% | 0.15% | Q4 2020 | Q4 2021 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 5 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.30% | 0.42% | 0.54% | Q4 2014 | Q4 2016 | 5 |
Wealthspire Advisors, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2020 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
ParenteBeard Wealth Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2017 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TRUIST FINANCIAL CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
Certified Advisory Corp | 5 | 5 | 0.09% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q4 2017 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
ALBION FINANCIAL GROUP /UT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Claybrook Capital, LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Amplius Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Lido Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 4 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
B. Riley Wealth Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2021 | 4 |
Peak Capital Management LLC | 3 | 1 | 0.00% | 0.29% | 0.54% | Q2 2017 | Q2 2018 | 4 |
U S GLOBAL INVESTORS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mutual Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 4 |
Coe Capital Management, LLC | 4 | 4 | 0.53% | 0.64% | 0.74% | Q4 2013 | Q3 2014 | 4 |
Investors Capital Advisory Services | 4 | 4 | 0.04% | 0.19% | 0.26% | Q2 2013 | Q1 2014 | 4 |
NOTTINGHAM ADVISORS, INC. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
St. Louis Financial Planners Asset Management, LLC | 4 | 4 | 0.13% | 0.17% | 0.20% | Q1 2023 | Q4 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
CIBC Private Wealth Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2017 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.49% | 0.58% | 0.70% | Q4 2022 | Q3 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q2 2021 | 4 |
OTA Financial Group L.P. | 2 | 1 | 0.21% | 0.27% | 0.31% | Q1 2020 | Q4 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 4 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2022 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.36% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
CLOUGH CAPITAL PARTNERS L P | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2016 | 4 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q2 2015 | 3 |
MARINER INVESTMENT GROUP LLC | 2 | 1 | 0.11% | 0.29% | 0.41% | Q2 2013 | Q4 2015 | 3 |
Financial Sense Advisors, Inc. | 2 | 1 | 0.04% | 0.09% | 0.19% | Q1 2020 | Q2 2021 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.59% | 0.63% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.09% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Altium Wealth Management LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q1 2020 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
Allen Investment Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q1 2015 | 3 |
Edge Wealth Management LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 3 |
Advisors Capital Management, LLC | 2 | 1 | 0.48% | 1.52% | 2.38% | Q2 2013 | Q1 2014 | 3 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.47% | 0.51% | 0.53% | Q1 2023 | Q3 2023 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 2.55% | 4.05% | 5.42% | Q1 2018 | Q3 2018 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Pinnacle Advisory Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
OPPENHEIMER & CO INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 3 |
Lloyd Park, LLC | 2 | 1 | 0.05% | 0.14% | 0.19% | Q4 2021 | Q3 2022 | 3 |
Lyons Wealth Management, LLC. | 3 | 3 | 0.34% | 0.36% | 0.39% | Q2 2013 | Q4 2013 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2021 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q1 2014 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Vanguard Capital Wealth Advisors | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Benchmark Wealth Management, LLC | 2 | 2 | 0.24% | 0.26% | 0.29% | Q4 2019 | Q1 2020 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
IBERIABANK CORP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Essex Financial Services, Inc. | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q4 2016 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Life Planning Partners, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2014 | Q4 2014 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
SPHINX TRADING, LP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2021 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 2 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q3 2014 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Annex Advisory Services, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
AFAM CAPITAL, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strategic Family Wealth Counselors, L.L.C. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TDAM USA INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Regis Management CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
COWA, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2016 | Q1 2016 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Blue Chip Wealth Management, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2020 | Q3 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
External links
This page lists all the filers that currently own PIMCO INCOME STRATEGY FUND I or have owned PIMCO INCOME STRATEGY FUND I in the past.