Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
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 |
ROYAL BANK OF CANADA | 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 |
LPL Financial LLC | 23 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
Capital Investment Advisors, LLC | 27 | 10 | 0.01% | 0.08% | 0.21% | Q4 2013 | Q4 2023 | 37 |
Invesco Ltd. | 34 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
COHEN & STEERS, INC. | 33 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Advisors Asset Management, Inc. | 26 | 7 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 33 |
GUGGENHEIM CAPITAL LLC | 33 | 33 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Cetera Investment Advisers | 22 | 9 | 0.00% | 0.11% | 0.42% | Q4 2015 | Q3 2023 | 31 |
CITIGROUP INC | 20 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 31 |
Windsor Capital Management, LLC | 30 | 30 | 0.04% | 0.69% | 2.06% | Q2 2013 | Q3 2020 | 30 |
SIT INVESTMENT ASSOCIATES INC | 25 | 1 | 0.00% | 0.05% | 0.16% | Q1 2015 | Q3 2023 | 30 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.41% | 0.53% | 0.88% | Q4 2016 | Q3 2023 | 28 |
LINCOLN NATIONAL CORP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
ROBINSON CAPITAL MANAGEMENT, LLC | 23 | 1 | 0.00% | 0.85% | 1.93% | Q4 2015 | Q2 2023 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2021 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 26 |
Bartlett & Co. LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Shaker Financial Services, LLC | 16 | 1 | 0.05% | 0.76% | 1.77% | Q4 2016 | Q3 2023 | 25 |
Cetera Advisor Networks LLC | 20 | 1 | 0.00% | 0.04% | 0.11% | Q1 2013 | Q3 2023 | 23 |
PARK AVENUE SECURITIES LLC | 14 | 7 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 14 | 7 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q2 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 19 |
CWA Asset Management Group, LLC | 19 | 19 | 0.01% | 0.08% | 0.29% | Q4 2015 | Q2 2020 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Cambridge Investment Research Advisors, Inc. | 10 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 17 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 16 |
D.A. DAVIDSON & CO. | 9 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 16 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
NATIONAL PLANNING CORP | 15 | 15 | 0.01% | 0.12% | 0.18% | Q2 2013 | Q4 2016 | 15 |
TFG Advisers LLC | 15 | 15 | 0.06% | 0.13% | 0.23% | Q4 2018 | Q2 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.06% | 0.15% | 0.24% | Q2 2013 | Q4 2016 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
Concert Wealth Management Inc. | 15 | 15 | 0.02% | 0.04% | 0.13% | Q4 2013 | Q2 2017 | 15 |
Fiera Capital Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 14 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 14 |
DOLIVER ADVISORS, LP | 10 | 4 | 0.08% | 0.54% | 1.44% | Q1 2015 | Q3 2018 | 14 |
Investors Capital Advisory Services | 13 | 13 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q2 2016 | 13 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 7 | 6 | 0.08% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 13 |
RAYMOND JAMES & ASSOCIATES | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 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% | 0.12% | Q4 2018 | Q3 2021 | 12 |
MRA Advisory Group | 12 | 12 | 0.09% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
1832 Asset Management L.P. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Saba Capital Management, L.P. | 5 | 1 | 0.00% | 0.04% | 0.32% | Q4 2017 | Q2 2023 | 11 |
Sheaff Brock Investment Advisors, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 10 |
Steward Partners Investment Advisory, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.10% | 0.22% | Q4 2013 | Q2 2020 | 10 |
AQR Arbitrage LLC | 6 | 2 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 10 |
WFG Advisors, LP | 10 | 10 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2015 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.06% | 0.17% | Q4 2017 | Q3 2022 | 10 |
Hennion & Walsh Asset Management, Inc. | 8 | 1 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 9 |
DEUTSCHE BANK AG\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 9 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 9 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q1 2023 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 8 | 8 | 0.02% | 0.08% | 0.12% | Q2 2017 | Q1 2019 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PANAGORA ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 7 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 6 |
LAZARD ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2018 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 6 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 6 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q4 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Karpus Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q1 2015 | Q1 2016 | 5 |
Alpine Global Management, LLC | 5 | 5 | 0.02% | 0.16% | 0.33% | Q1 2017 | Q1 2018 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 5 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Regal Investment Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 5 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Brown Miller Wealth Management, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q2 2022 | 4 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q4 2013 | 4 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 4 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 3 | 1 | 0.01% | 0.06% | 0.08% | Q3 2017 | Q1 2019 | 4 |
Logan Stone Capital, LLC | 3 | 1 | 0.08% | 0.22% | 0.45% | Q1 2022 | Q1 2023 | 4 |
Matisse Capital | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
CLOUGH CAPITAL PARTNERS L P | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q3 2017 | 4 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 3 |
Simmons Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q1 2020 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 3 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q4 2017 | 3 |
Claraphi Advisory Network, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
SFI Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
SELZ CAPITAL LLC | 2 | 2 | 0.27% | 0.31% | 0.34% | Q1 2017 | Q2 2017 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2017 | Q2 2017 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
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This page lists all the filers that currently own PIONEER HIGH INCOME TR or have owned PIONEER HIGH INCOME TR in the past.