Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /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 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \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 | 23 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
FIFTH THIRD BANCORP | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 33 | 3 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 19 | 15 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 33 |
Janney Montgomery Scott LLC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 33 |
Capital Investment Advisors, LLC | 22 | 10 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q4 2023 | 32 |
Bridgecreek Investment Management, LLC | 22 | 10 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 32 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2022 | 31 |
FIRST TRUST ADVISORS LP | 24 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
ClearBridge Investments | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 28 |
Tradewinds Capital Management, LLC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Newman Dignan & Sheerar, Inc. | 26 | 26 | 0.01% | 0.16% | 1.40% | Q1 2017 | Q2 2023 | 26 |
Gilman Hill Asset Management, LLC | 25 | 25 | 0.05% | 0.08% | 0.13% | Q4 2013 | Q4 2019 | 25 |
GUGGENHEIM CAPITAL LLC | 13 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 23 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 12 | 2 | 0.01% | 0.06% | 0.32% | Q4 2013 | Q4 2022 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 21 |
VAN ECK ASSOCIATES CORP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
Brown Advisory Securities, LLC | 20 | 20 | 0.03% | 0.10% | 0.22% | Q2 2014 | Q1 2019 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
Ancora Advisors LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 19 |
Realta Investment Advisors | 19 | 19 | 0.08% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Karpus Management, Inc. | 11 | 2 | 0.00% | 0.12% | 0.36% | Q1 2017 | Q1 2023 | 18 |
CITIGROUP INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Global Endowment Management, LP | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 0.11% | 0.15% | 0.22% | Q4 2018 | Q4 2023 | 17 |
1607 Capital Partners, LLC | 10 | 6 | 0.01% | 0.15% | 0.52% | Q4 2018 | Q3 2023 | 16 |
Sigma Planning Corp | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2018 | 15 |
Thomas J. Herzfeld Advisors, Inc. | 9 | 2 | 0.00% | 0.11% | 0.28% | Q1 2014 | Q3 2023 | 15 |
Invesco Ltd. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2016 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2019 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 14 |
Prospera Financial Services Inc | 13 | 13 | 0.01% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 13 |
MSI Financial Services Inc | 13 | 13 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2016 | 13 |
AdvisorNet Financial, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.05% | 0.12% | 0.24% | Q2 2018 | Q3 2023 | 12 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
AQR Arbitrage LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
SENTINEL TRUST CO LBA | 10 | 10 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2020 | 10 |
Advisors Asset Management, Inc. | 10 | 10 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q4 2015 | 10 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.04% | 0.12% | 0.37% | Q2 2013 | Q1 2018 | 9 |
Spire Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
RMB Capital Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2020 | 9 |
WFG Advisors, LP | 6 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 9 |
Vivaldi Capital Management LP | 9 | 9 | 0.10% | 0.18% | 0.50% | Q3 2017 | Q3 2019 | 9 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.07% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Tortoise Investment Management, LLC | 7 | 7 | 0.13% | 0.37% | 0.67% | Q1 2022 | Q3 2023 | 7 |
HM PAYSON & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Quadrant Private Wealth Management, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 6 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 6 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.16% | 0.31% | Q2 2022 | Q3 2023 | 6 |
USCA RIA LLC | 4 | 2 | 0.04% | 0.04% | 0.06% | Q2 2014 | Q4 2015 | 6 |
Clear Creek Financial Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 5 |
TOBIAS FINANCIAL ADVISORS, INC. | 5 | 5 | 0.04% | 0.10% | 0.13% | Q4 2019 | Q4 2020 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AQR Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q3 2016 | 5 |
ROBINSON CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.17% | 0.49% | 0.74% | Q3 2019 | Q3 2023 | 5 |
Fragasso Group Inc. | 5 | 5 | 0.49% | 0.54% | 0.63% | Q4 2013 | Q4 2014 | 5 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
XML Financial, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 4 |
Weaver Consulting Group | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.42% | 0.45% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q2 2018 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Woodline Partners LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
CWM, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Dalton Investments LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Dakota Wealth Management | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q1 2019 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Lloyd Park, LLC | 2 | 1 | 0.26% | 0.29% | 0.31% | Q4 2021 | Q3 2022 | 3 |
American Portfolios Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q3 2017 | Q1 2018 | 3 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 3 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 3 |
Kestra Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q4 2019 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 2 |
Fiera Capital Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
ORG Partners LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Bell Bank | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2016 | Q2 2016 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Alerus Investment Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q2 2014 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Logan Stone Capital, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Smithfield Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Hennion & Walsh Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
WADE G W & INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
External links
This page lists all the filers that currently own WESTERN ASSET MUN HI INCM FD or have owned WESTERN ASSET MUN HI INCM FD in the past.