Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 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 |
COHEN & STEERS, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | 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 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.01% | 0.12% | 0.38% | Q4 2013 | Q4 2023 | 41 |
GUGGENHEIM CAPITAL LLC | 33 | 8 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Selway Asset Management | 38 | 2 | 0.19% | 0.73% | 1.42% | Q3 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
SIT INVESTMENT ASSOCIATES INC | 33 | 1 | 0.01% | 0.24% | 0.99% | Q2 2013 | Q3 2023 | 38 |
NWAM LLC | 32 | 6 | 0.01% | 0.83% | 2.61% | Q1 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 34 |
Focused Wealth Management, Inc | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2022 | 34 |
TD Capital Management LLC | 31 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 33 |
Carroll Financial Associates, Inc. | 28 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 32 |
Shaker Financial Services, LLC | 8 | 1 | 0.10% | 0.60% | 2.27% | Q2 2013 | Q3 2023 | 32 |
Advisors Asset Management, Inc. | 14 | 5 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 31 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 26 | 1 | 0.01% | 0.19% | 0.56% | Q4 2013 | Q2 2023 | 31 |
FIRST FOUNDATION ADVISORS | 20 | 10 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q1 2021 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 30 |
Fiera Capital Corp | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES TRUST N.A. | 26 | 3 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q4 2022 | 29 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Uncommon Cents Investing LLC | 24 | 24 | 0.12% | 0.23% | 0.36% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 23 |
Sheaff Brock Investment Advisors, LLC | 22 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2022 | 23 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Sandy Spring Bank | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2020 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 21 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 20 | 20 | 0.01% | 0.06% | 0.17% | Q1 2014 | Q4 2018 | 20 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 20 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 18 | 1 | 0.03% | 0.73% | 1.37% | Q2 2013 | Q1 2022 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2022 | 19 |
Winch Advisory Services, LLC | 15 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Saba Capital Management, L.P. | 17 | 1 | 0.04% | 3.05% | 8.02% | Q4 2013 | Q1 2020 | 19 |
SII INVESTMENTS INC/WI | 18 | 18 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2017 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 18 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2020 | 18 |
Janney Montgomery Scott LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
Ancora Advisors LLC | 11 | 6 | 0.02% | 0.09% | 0.18% | Q4 2013 | Q1 2018 | 17 |
FNY Investment Advisers, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 16 |
DOLIVER ADVISORS, LP | 6 | 1 | 0.12% | 0.48% | 0.91% | Q2 2013 | Q3 2018 | 16 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
Winslow, Evans & Crocker, Inc. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q2 2017 | 15 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 15 | 15 | 0.06% | 1.51% | 2.53% | Q3 2013 | Q1 2017 | 15 |
HUNTINGTON NATIONAL BANK | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2010 | Q3 2015 | 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% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AQR Arbitrage LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2023 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 13 |
SeaCrest Wealth Management, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 13 |
CUE ADVISORY SERVICES, INC. | 13 | 13 | 0.16% | 0.67% | 1.30% | Q4 2014 | Q4 2017 | 13 |
RPG Investment Advisory, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 13 |
Kovitz Investment Group Partners, LLC | 9 | 3 | 0.02% | 0.13% | 0.26% | Q1 2016 | Q1 2019 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
OPPENHEIMER & CO INC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 12 |
RMB Capital Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Laurion Capital Management LP | 11 | 1 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q2 2018 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 0.31% | 0.38% | 0.43% | Q4 2019 | Q3 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.07% | 0.11% | Q4 2018 | Q3 2021 | 12 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
1607 Capital Partners, LLC | 12 | 12 | 0.11% | 0.16% | 0.30% | Q3 2013 | Q2 2016 | 12 |
Vident Investment Advisory, LLC | 11 | 11 | 0.18% | 0.33% | 0.49% | Q2 2015 | Q4 2017 | 11 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 11 | 11 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Capital Wealth Alliance, LLC | 10 | 10 | 0.08% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 10 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 10 |
Investors Capital Advisory Services | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q2 2016 | 10 |
Sowell Financial Services LLC | 6 | 4 | 0.09% | 0.13% | 0.18% | Q1 2021 | Q3 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 9 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 9 |
CLOUGH CAPITAL PARTNERS L P | 7 | 2 | 0.03% | 0.11% | 0.26% | Q4 2016 | Q1 2019 | 9 |
Geneos Wealth Management Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Aviance Capital Partners, LLC | 9 | 9 | 0.09% | 0.13% | 0.17% | Q1 2016 | Q1 2018 | 9 |
PANAGORA ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2021 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BANK OF MONTREAL /CAN/ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
WASHINGTON TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Oxbow Advisors, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q3 2015 | 8 |
PEAPACK GLADSTONE FINANCIAL CORP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 7 |
American Portfolios Advisors | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 7 |
THOMPSON DAVIS & CO., INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 6 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
AQR Capital Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
ROPES WEALTH ADVISORS LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
FIRST TRUST ADVISORS LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
ADVISORY RESEARCH INC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 6 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.15% | 0.17% | 0.20% | Q2 2014 | Q1 2017 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.05% | Q2 2018 | Q3 2019 | 6 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 5 |
CTC Capital Management, LLC | 4 | 1 | 0.10% | 0.23% | 0.47% | Q4 2021 | Q1 2023 | 5 |
IMA Wealth, Inc. | 5 | 5 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2014 | 5 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 5 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2016 | 5 |
Yorktown Management & Research Co Inc | 5 | 5 | 0.16% | 0.18% | 0.20% | Q1 2015 | Q1 2016 | 5 |
David J Yvars Group | 5 | 5 | 0.10% | 0.11% | 0.11% | Q4 2020 | Q4 2021 | 5 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2021 | 5 |
BLACKROCK ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
COUNTRY TRUST BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Alexandria Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
McIlrath & Eck, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Diversified Investment Strategies, LLC | 4 | 4 | 0.57% | 1.00% | 1.18% | Q1 2016 | Q4 2016 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
BlackRock Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q1 2014 | Q4 2014 | 4 |
CWM, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 4 |
TFS CAPITAL LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2014 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Kamunting Street Capital Management, L.P. | 4 | 4 | 0.85% | 1.21% | 1.66% | Q2 2014 | Q1 2015 | 4 |
Apollo Management Holdings, L.P. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 4 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 4 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2022 | 3 |
ICON ADVISERS INC/CO | 3 | 3 | 0.16% | 0.22% | 0.29% | Q2 2016 | Q4 2016 | 3 |
Advisors Preferred, LLC | 3 | 3 | 0.05% | 0.08% | 0.09% | Q4 2013 | Q2 2014 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2021 | 3 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 3 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 3 |
Weiss Asset Management LP | 2 | 1 | 0.01% | 0.05% | 0.10% | Q4 2015 | Q1 2019 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Integrated Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
State of New Jersey Common Pension Fund D | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
CSS LLC/IL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.15% | 0.30% | Q4 2014 | Q2 2023 | 2 |
Quadrant Private Wealth Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q4 2019 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 2 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Matisse Capital | 1 | 1 | 0.24% | 0.31% | 0.39% | Q4 2015 | Q1 2022 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 2 |
CTC Alternative Strategies, Ltd. | 2 | 2 | 0.16% | 0.21% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Yakira Capital Management, Inc. | 2 | 2 | 0.19% | 0.22% | 0.25% | Q4 2016 | Q1 2017 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.05% | 0.19% | 0.33% | Q2 2018 | Q3 2018 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PERRY CAPITAL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2011 | Q3 2011 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Kovitz Investment Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
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This page lists all the filers that currently own WELLS FARGO MULTI SECTOR INC or have owned WELLS FARGO MULTI SECTOR INC in the past.