Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 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 |
Invesco Ltd. | 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 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STEEL GROVE CAPITAL ADVISORS, LLC | 35 | 6 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.01% | 0.20% | 0.35% | Q4 2013 | Q4 2023 | 41 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 36 | 4 | 0.04% | 1.59% | 3.62% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
LPL Financial LLC | 27 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
AMERICAN NATIONAL BANK | 39 | 39 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2022 | 39 |
THRIVENT FINANCIAL FOR LUTHERANS | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
Oxbow Advisors, LLC | 22 | 15 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 37 |
Janney Montgomery Scott LLC | 25 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES TRUST N.A. | 33 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 35 |
EATON VANCE MANAGEMENT | 31 | 3 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q2 2022 | 34 |
GUGGENHEIM CAPITAL LLC | 21 | 13 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 34 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 34 |
Gilman Hill Asset Management, LLC | 19 | 14 | 0.03% | 0.11% | 0.25% | Q3 2013 | Q3 2023 | 33 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 23 | 1 | 0.01% | 0.10% | 0.31% | Q4 2013 | Q3 2023 | 32 |
FCA CORP /TX | 32 | 32 | 0.86% | 1.71% | 2.28% | Q4 2015 | Q3 2023 | 32 |
Saba Capital Management, L.P. | 14 | 1 | 0.00% | 1.44% | 3.71% | Q3 2013 | Q1 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 32 |
PNC FINANCIAL SERVICES GROUP, INC. | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
Shaker Financial Services, LLC | 13 | 2 | 0.04% | 0.34% | 1.05% | Q2 2013 | Q3 2023 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
WEDBUSH SECURITIES INC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
TRUIST FINANCIAL CORP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Sheaff Brock Investment Advisors, LLC | 27 | 1 | 0.01% | 0.03% | 0.19% | Q4 2015 | Q2 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.01% | 0.05% | 0.18% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 26 |
PARK AVENUE SECURITIES LLC | 25 | 25 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 25 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2022 | 25 |
Bramshill Investments, LLC | 18 | 6 | 2.36% | 4.68% | 8.03% | Q2 2017 | Q3 2023 | 24 |
Uncommon Cents Investing LLC | 24 | 24 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 24 |
Wela Strategies, Inc. | 16 | 8 | 0.43% | 0.57% | 0.81% | Q3 2017 | Q4 2023 | 24 |
BARCLAYS PLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.58% | 0.78% | 1.18% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Westchester Capital Management, LLC | 23 | 23 | 0.01% | 0.08% | 0.15% | Q2 2014 | Q4 2019 | 23 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 23 | 23 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 23 |
HighTower Advisors, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 23 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 9 | 1 | 0.01% | 0.22% | 0.96% | Q2 2013 | Q3 2023 | 23 |
Aries Wealth Management | 17 | 6 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 23 |
Cetera Advisor Networks LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
SIT INVESTMENT ASSOCIATES INC | 21 | 1 | 0.01% | 0.17% | 0.50% | Q2 2013 | Q3 2023 | 22 |
DOLIVER ADVISORS, LP | 17 | 1 | 0.02% | 0.14% | 0.46% | Q1 2013 | Q3 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Advisors Asset Management, Inc. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2018 | 21 |
Pekin Hardy Strauss, Inc. | 14 | 7 | 0.01% | 0.15% | 0.63% | Q2 2018 | Q3 2023 | 21 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.13% | 0.20% | 0.31% | Q1 2016 | Q4 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Maryland Capital Management | 20 | 20 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q1 2018 | 20 |
Tortoise Investment Management, LLC | 20 | 20 | 0.00% | 0.11% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Horizon Kinetics | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 19 |
ROBINSON CAPITAL MANAGEMENT, LLC | 15 | 4 | 0.00% | 0.30% | 0.80% | Q3 2017 | Q3 2023 | 19 |
FIRST TRUST ADVISORS LP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
1607 Capital Partners, LLC | 12 | 5 | 0.07% | 0.18% | 0.40% | Q1 2018 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.09% | 0.29% | Q2 2013 | Q2 2017 | 17 |
Tradewinds Capital Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 17 |
Penserra Capital Management LLC | 9 | 8 | 0.00% | 0.20% | 0.69% | Q4 2015 | Q4 2021 | 17 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 17 | 17 | 0.06% | 0.12% | 0.15% | Q3 2019 | Q3 2023 | 17 |
Procyon Advisors, LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
JPMORGAN CHASE & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 16 |
Sandy Spring Bank | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 16 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2011 | Q3 2023 | 16 |
AMERIPRISE FINANCIAL INC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Private Advisor Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2020 | 15 |
OPPENHEIMER & CO INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
RFG Advisory, LLC | 15 | 15 | 0.06% | 0.18% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 14 |
NORTHSTAR WEALTH PARTNERS LLC | 14 | 14 | 0.04% | 0.06% | 0.09% | Q1 2017 | Q2 2020 | 14 |
Commonwealth Equity Services, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2017 | 14 |
Sargent Bickham Lagudis LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
CREDIT SUISSE AG/ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2016 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 13 | 13 | 0.09% | 0.15% | 0.19% | Q3 2020 | Q3 2023 | 13 |
ALETHEA CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.61% | 0.77% | 1.08% | Q4 2014 | Q4 2017 | 13 |
Kovitz Investment Group Partners, LLC | 13 | 13 | 0.07% | 0.12% | 0.17% | Q1 2016 | Q1 2019 | 13 |
Eudaimonia Partners, LLC | 7 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
EVERGREEN CAPITAL MANAGEMENT LLC | 13 | 13 | 0.16% | 0.35% | 0.55% | Q3 2020 | Q3 2023 | 13 |
RMB Capital Management, LLC | 11 | 1 | 0.01% | 0.04% | 0.11% | Q1 2015 | Q2 2020 | 13 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 13 |
Capital Wealth Alliance, LLC | 13 | 13 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Pine River Capital Management L.P. | 13 | 13 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q2 2016 | 13 |
Fort Point Capital Partners LLC | 13 | 13 | 0.03% | 0.18% | 0.41% | Q4 2015 | Q4 2018 | 13 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 13 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 12 |
Edge Wealth Management LLC | 12 | 12 | 0.01% | 0.08% | 0.18% | Q4 2015 | Q3 2018 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CARLSON CAPITAL L P | 12 | 12 | 0.02% | 0.02% | 0.04% | Q1 2014 | Q4 2016 | 12 |
HBC Financial Services, PLLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
HOLLENCREST CAPITAL MANAGEMENT | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 12 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 12 |
GOFEN & GLOSSBERG LLC /IL/ | 12 | 12 | 0.04% | 0.06% | 0.06% | Q3 2016 | Q2 2019 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Cutter & CO Brokerage, Inc. | 12 | 12 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 12 |
D. E. Shaw & Co., Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Quad-Cities Investment Group, LLC | 11 | 1 | 0.04% | 0.11% | 0.21% | Q1 2018 | Q4 2021 | 12 |
MML INVESTORS SERVICES, LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 11 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.20% | 0.30% | 0.56% | Q1 2017 | Q3 2019 | 11 |
CIBC WORLD MARKET INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Walleye Trading LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 11 |
REDW Wealth LLC | 11 | 11 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q2 2020 | 11 |
SevenBridge Financial Group, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2019 | 11 |
Fiera Capital Corp | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 10 |
First Allied Advisory Services, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2017 | 10 |
Vivaldi Capital Management LP | 8 | 2 | 0.00% | 0.59% | 0.95% | Q1 2017 | Q3 2019 | 10 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ASSOCIATED BANC-CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
Regal Investment Advisors LLC | 8 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2023 | 10 |
Venture Visionary Partners LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.01% | 0.11% | Q1 2015 | Q3 2021 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
STEPHENS INC /AR/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2018 | 10 |
Magnus Financial Group LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 9 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.04% | 0.14% | Q3 2018 | Q4 2022 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Quantum Private Wealth, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Kamunting Street Capital Management, L.P. | 5 | 3 | 0.32% | 0.85% | 1.38% | Q4 2013 | Q1 2016 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
FNY Investment Advisers, LLC | 4 | 4 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 3 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2018 | 8 |
CWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 8 |
MACKAY SHIELDS LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Atlas Private Wealth Advisors | 6 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 7 |
Virtu Financial LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q1 2021 | 7 |
SII INVESTMENTS INC/WI | 5 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2017 | 7 |
Waverly Advisors, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2015 | Q3 2016 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 1 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q1 2022 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 7 |
Triad Investment Management | 7 | 7 | 0.27% | 0.34% | 0.45% | Q4 2021 | Q2 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.03% | 0.10% | Q2 2014 | Q1 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BLAIR WILLIAM & CO/IL | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 6 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.23% | 0.43% | 0.56% | Q1 2015 | Q3 2016 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2022 | 7 |
CITY NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 7 |
Laurion Capital Management LP | 6 | 1 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q2 2017 | 7 |
Simplicity Solutions, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 7 |
MUFG Americas Holdings Corp | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 7 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 6 |
Nuveen Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q1 2023 | 6 |
Clarus Wealth Advisors | 5 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2019 | 6 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 6 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q1 2023 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Bulldog Investors, LLP | 6 | 6 | 0.22% | 0.57% | 0.84% | Q1 2019 | Q2 2020 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BlackRock Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 5 |
FOSTER & MOTLEY INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Smithfield Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
JD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q2 2016 | 5 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q1 2019 | 5 |
Almitas Capital LLC | 3 | 1 | 0.07% | 1.94% | 4.74% | Q4 2018 | Q1 2022 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2020 | 5 |
Geneos Wealth Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
CWA Asset Management Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
EAGLE ASSET MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
AQR Arbitrage LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.03% | 0.03% | Q3 2015 | Q4 2019 | 5 |
Lindbrook Capital, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q1 2021 | 5 |
Advocacy Wealth Management Services, LLC | 5 | 5 | 0.00% | 0.08% | 0.32% | Q4 2015 | Q4 2016 | 5 |
Weiss Asset Management LP | 1 | 1 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q4 2022 | 5 |
Financial Enhancement Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
AQR Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2014 | 4 |
6 Meridian | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q1 2020 | 4 |
Vantage Investment Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ionic Capital Management LLC | 3 | 1 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q4 2019 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Edgemoor Investment Advisors, Inc. | 4 | 4 | 0.54% | 0.59% | 0.62% | Q3 2013 | Q2 2014 | 4 |
Samalin Investment Counsel, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q3 2020 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
TOWER TRUST Co | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 4 |
Parallel Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
THIRD AVENUE MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 4 |
MGO ONE SEVEN LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 4 |
Harbour Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q4 2023 | 4 |
Prospera Financial Services Inc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q4 2015 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TMD & ASSOCIATES, INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q3 2016 | 3 |
CLOUGH CAPITAL PARTNERS L P | 3 | 3 | 0.09% | 0.14% | 0.18% | Q1 2020 | Q3 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Baker Ellis Asset Management LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2015 | Q3 2016 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 3 |
OLD NATIONAL BANCORP /IN/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Logan Stone Capital, LLC | 3 | 3 | 0.07% | 0.14% | 0.26% | Q2 2022 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Mathes Company, Inc. | 3 | 3 | 0.27% | 0.34% | 0.37% | Q4 2013 | Q2 2014 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q4 2019 | 3 |
Wilson & Boucher Capital Management, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
DAVIS R M INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q4 2020 | 3 |
CSS LLC/IL | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Granite Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 3 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Palo Capital, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q2 2018 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 2 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q1 2014 | 2 |
Suncoast Equity Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Quantedge Capital Pte Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
PT ASSET MANAGEMENT, LLC | 2 | 2 | 0.75% | 0.88% | 1.01% | Q4 2014 | Q1 2015 | 2 |
Eos Management, L.P. | 1 | 1 | 0.25% | 0.28% | 0.31% | Q2 2014 | Q4 2015 | 2 |
Hyperion Partners, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Kelman-Lazarov, Inc. | 2 | 2 | 0.03% | 0.09% | 0.16% | Q2 2017 | Q3 2017 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
LUCAS CAPITAL MANAGEMENT | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Silver Point Capital L.P. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.12% | 0.23% | Q4 2014 | Q4 2015 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
MELFA WEALTH MANAGEMENT, INC. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Dynasty Wealth Management, LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q4 2017 | Q1 2018 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Yakira Capital Management, Inc. | 2 | 2 | 0.05% | 0.22% | 0.39% | Q3 2020 | Q4 2020 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 2 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Share Andrew L. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
XTX Topco Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
City Financial Investment Co Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2016 | Q4 2016 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Kovitz Investment Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2015 | Q1 2015 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Matisse Capital | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Karpus Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PVG Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
External links
This page lists all the filers that currently own WESTERN ASSET HIGH INCM OPP or have owned WESTERN ASSET HIGH INCM OPP in the past.