ABERDEEN ASIA PACIFIC INCOM shareholder history

Current and past ABERDEEN ASIA PACIFIC INCOM shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.06%0.35%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Tortoise Investment Management, LLC 42420.03%1.56%4.03%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
Apriem Advisors 42420.01%0.04%0.13%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.02%0.32%0.68%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.00%0.01%0.15%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 28130.00%0.01%0.15%Q2 2013Q3 202341
WEDBUSH SECURITIES INC 3740.00%0.02%0.11%Q2 2013Q3 202341
PINNACLE ASSOCIATES LTD 41410.00%0.01%0.02%Q2 2013Q2 202341
Creative Planning 3290.00%0.00%0.01%Q2 2013Q3 202341
MERIDIAN INVESTMENT COUNSEL INC. 40400.01%0.03%0.06%Q4 2013Q3 202340
First Horizon Advisors, Inc. 40400.00%0.00%0.00%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.17%1.28%3.56%Q4 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 3910.00%0.00%0.00%Q2 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 3280.00%0.01%0.09%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.05%0.26%Q1 2014Q3 202339
Cambridge Investment Research Advisors, Inc. 2610.00%0.01%0.03%Q2 2013Q3 202338
HUNTINGTON NATIONAL BANK 2010.00%0.05%0.21%Q1 2009Q4 202037
TERRIL BROTHERS, INC. 37371.65%5.30%11.92%Q3 2014Q3 202337
THRIVENT FINANCIAL FOR LUTHERANS 19180.00%0.01%0.01%Q2 2014Q3 202337
Oxbow Advisors, LLC 22150.03%1.86%4.60%Q2 2013Q3 202337
Winch Advisory Services, LLC 3030.01%0.03%0.04%Q1 2014Q3 202337
NWAM LLC 2920.02%0.18%0.36%Q1 2014Q3 202337
Focused Wealth Management, Inc 19180.00%0.00%0.00%Q3 2013Q3 202337
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Avidian Wealth Solutions, LLC 35350.00%0.02%0.04%Q3 2014Q1 202335
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.00%0.01%Q2 2013Q4 202135
Private Advisor Group, LLC 2330.00%0.01%0.02%Q4 2013Q3 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.01%Q2 2013Q3 202333
SHEETS SMITH WEALTH MANAGEMENT 33330.01%0.04%0.30%Q1 2013Q1 202133
CITIGROUP INC 33330.00%0.00%0.01%Q2 2013Q2 202133
AMERIPRISE FINANCIAL INC 2410.00%0.00%0.00%Q2 2013Q3 202333
SMITH, MOORE & CO. 32320.03%0.09%0.22%Q3 2014Q2 202232
BANK OF MONTREAL /CAN/ 32320.00%0.00%0.01%Q2 2013Q1 202132
S. R. Schill & Associates 31310.04%0.12%0.16%Q1 2015Q3 202231
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
1607 Capital Partners, LLC 31310.04%0.52%1.18%Q2 2013Q4 202031
Advisory Services Network, LLC 2740.00%0.07%0.23%Q4 2015Q3 202331
Sandy Spring Bank 2830.00%0.00%0.01%Q1 2015Q1 202331
BAR HARBOR TRUST SERVICES 31310.01%1.24%2.28%Q2 2014Q4 202131
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1210.01%0.18%0.68%Q4 2013Q3 202331
GARRISON BRADFORD & ASSOCIATES INC 2210.03%0.06%0.16%Q2 2013Q1 202230
Family Firm, Inc. 2820.35%0.46%0.73%Q4 2014Q3 202330
Fiera Capital Corp 2190.00%0.00%0.01%Q1 2016Q3 202330
Advisors Asset Management, Inc. 19100.00%0.03%0.07%Q1 2016Q3 202329
First Allied Advisory Services, Inc. 2540.00%0.03%0.15%Q2 2013Q3 202029
RAYMOND JAMES TRUST N.A. 2440.00%0.02%0.06%Q2 2013Q3 202328
B. Riley Wealth Advisors, Inc. 1210.00%0.03%0.15%Q2 2013Q3 202328
Janney Montgomery Scott LLC 1810.00%0.02%0.07%Q3 2013Q3 202328
SHUFRO ROSE & CO LLC 2110.01%0.02%0.04%Q3 2012Q2 202028
Mengis Capital Management, Inc. 28280.01%0.48%0.78%Q4 2014Q3 202128
GUGGENHEIM CAPITAL LLC 1610.00%0.00%0.01%Q2 2013Q4 202228
Shaker Financial Services, LLC 810.07%0.66%1.84%Q2 2013Q3 202327
Cetera Advisor Networks LLC 1510.00%0.02%0.08%Q1 2013Q2 202327
McGowan Group Asset Management, Inc. 27270.17%6.96%11.24%Q2 2015Q4 202127
Integrated Investment Consultants, LLC 1910.08%0.17%0.29%Q1 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.02%Q2 2013Q4 201927
Merriman Wealth Management, LLC 2320.00%0.17%0.75%Q3 2013Q3 202327
NEXT Financial Group, Inc 1410.00%0.02%0.05%Q2 2014Q4 202126
HighTower Advisors, LLC 2240.00%0.00%0.01%Q2 2013Q3 202326
MML INVESTORS SERVICES, LLC 2420.00%0.00%0.01%Q1 2017Q3 202326
Garner Asset Management Corp 26260.07%0.53%1.07%Q2 2017Q3 202326
FIFTH THIRD BANCORP 2420.00%0.00%0.03%Q2 2013Q1 202026
Hanson & Doremus Investment Management 2060.02%0.05%0.08%Q1 2017Q3 202326
SCOTIA CAPITAL INC. 26260.01%0.02%0.05%Q2 2013Q3 201926
KEYBANK NATIONAL ASSOCIATION/OH 1710.00%0.00%0.00%Q4 2012Q3 202326
Private Harbour Investment Management & Counsel, LLC 26260.09%0.90%2.34%Q2 2013Q3 201926
Ancora Advisors LLC 1330.00%0.08%0.27%Q2 2015Q3 202226
ENVESTNET ASSET MANAGEMENT INC 2120.00%0.00%0.00%Q4 2013Q3 202326
Thomas J. Herzfeld Advisors, Inc. 1210.02%0.84%3.05%Q2 2013Q4 202225
Stratos Wealth Partners, LTD. 910.00%0.00%0.00%Q4 2015Q3 202325
Martin Capital Partners, LLC 25250.10%0.26%0.54%Q4 2017Q4 202325
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2040.00%0.00%0.00%Q2 2013Q1 202224
AdvisorNet Financial, Inc 24240.04%0.10%0.19%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
IFG Advisory, LLC 1760.01%0.02%0.03%Q4 2017Q3 202323
Ledyard National Bank 23230.00%0.00%0.00%Q2 2013Q4 201823
Keeley-Teton Advisors, LLC 23230.00%0.01%0.01%Q1 2017Q3 202223
Sigma Planning Corp 910.00%0.01%0.02%Q4 2014Q3 202323
RIVERNORTH CAPITAL MANAGEMENT, LLC 1710.16%0.97%2.06%Q2 2013Q1 202023
Tower Research Capital LLC (TRC) 1110.00%0.00%0.01%Q3 2013Q3 202323
HM PAYSON & CO 1850.00%0.01%0.01%Q2 2013Q2 202023
CAHILL FINANCIAL ADVISORS INC 23230.01%0.15%0.27%Q1 2018Q3 202323
First City Capital Management, Inc. 1710.02%0.12%0.24%Q2 2013Q3 202023
Penbrook Management LLC 12110.04%0.17%0.39%Q4 2013Q2 202023
STEPHENS INC /AR/ 22220.01%0.02%0.05%Q2 2018Q3 202322
Baird Financial Group, Inc. 1570.00%0.01%0.05%Q2 2015Q3 202322
Global Retirement Partners, LLC 2020.00%0.01%0.03%Q4 2016Q2 202222
CWA Asset Management Group, LLC 21210.01%0.10%0.28%Q4 2015Q4 202021
Cutler Group LLC / CA 21210.00%0.00%0.01%Q4 2015Q4 202021
REDW Wealth LLC 1920.02%0.04%0.06%Q4 2017Q3 202321
Dynamic Advisor Solutions LLC 1920.01%0.05%0.26%Q1 2014Q3 202321
Matisse Capital 1920.16%1.33%3.55%Q4 2015Q3 202321
SNOW CAPITAL MANAGEMENT LP 21210.01%0.03%0.06%Q2 2016Q2 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
Carroll Financial Associates, Inc. 20200.00%0.00%0.00%Q1 2017Q4 202120
FIRST HAWAIIAN BANK 20200.01%0.01%0.03%Q2 2013Q1 201820
Saba Capital Management, L.P. 1220.00%0.85%2.26%Q3 2013Q4 202220
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20200.26%0.49%0.79%Q4 2018Q3 202320
PFG Advisors 20200.00%0.01%0.05%Q4 2018Q3 202320
INSIGHT 2811, INC. 20200.07%0.10%0.13%Q4 2015Q3 202020
MUFG Americas Holdings Corp 1810.00%0.03%0.13%Q4 2010Q2 202220
Lindbrook Capital, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
ROBINSON CAPITAL MANAGEMENT, LLC 1820.00%0.08%0.26%Q4 2015Q4 202020
TWO SIGMA SECURITIES, LLC 510.00%0.01%0.06%Q4 2014Q2 202320
Penn Mutual Asset Management, LLC 1280.90%7.75%31.91%Q3 2018Q3 202320
Capstone Financial Advisors, Inc. 1720.00%0.01%0.02%Q4 2018Q3 202319
BLAIR WILLIAM & CO/IL 19190.00%0.00%0.00%Q2 2018Q4 202219
PARK AVENUE SECURITIES LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
WASHINGTON TRUST BANK 19190.00%0.01%0.02%Q1 2014Q3 201819
Bank of New York Mellon Corp 19190.00%0.00%0.00%Q2 2013Q4 201719
ROWLAND CARMICHAEL ADVISORS INC /ADV 990.05%0.35%0.53%Q1 2016Q4 202018
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q4 2013Q3 202318
DOLIVER ADVISORS, LP 1610.08%0.57%1.66%Q2 2013Q3 201818
CEDAR HILL ASSOCIATES, LLC 18180.10%0.43%0.76%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.02%0.03%0.06%Q2 2013Q3 201718
Truvestments Capital LLC 810.01%0.01%0.02%Q3 2018Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
WESPAC Advisors, LLC 1040.03%0.07%0.12%Q2 2013Q2 201918
NORTHERN TRUST CORP 1210.00%0.00%0.00%Q2 2013Q2 202218
INTEGRATED CAPITAL MANAGEMENT, INC. 1520.04%0.12%0.18%Q2 2019Q3 202317
Benchmark Capital Advisors 910.08%0.13%0.16%Q2 2013Q4 201817
IFP Advisors, Inc 1430.00%0.00%0.00%Q4 2015Q3 202217
BENJAMIN F. EDWARDS & COMPANY, INC. 980.00%0.02%0.05%Q4 2013Q3 202317
TFG Advisers LLC 17170.02%0.25%0.54%Q4 2018Q4 202217
Trust Asset Management LLC 710.12%8.14%19.80%Q3 2011Q3 201917
WFG Advisors, LP 17170.04%0.07%0.08%Q2 2013Q2 201717
Cetera Advisors LLC 1210.00%0.01%0.01%Q4 2013Q3 202317
BESSEMER GROUP INC 810.00%0.00%0.00%Q2 2013Q3 202316
Clear Creek Financial Management, LLC 1010.02%0.04%0.10%Q2 2019Q3 202316
Financial Architects, Inc 1210.00%0.00%0.01%Q2 2014Q1 201916
MANUFACTURERS LIFE INSURANCE COMPANY, THE 720.00%0.00%0.00%Q4 2013Q2 201816
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
FMR LLC 710.00%0.00%0.00%Q3 2018Q3 202316
AE Wealth Management LLC 1510.00%0.00%0.00%Q3 2018Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 1330.00%0.00%0.01%Q3 2019Q3 202316
CIDEL ASSET MANAGEMENT INC 16160.00%0.00%0.00%Q4 2014Q3 201816
Citadel Advisors 710.00%0.00%0.00%Q4 2013Q3 202316
PenderFund Capital Management Ltd. 1010.26%0.98%2.44%Q1 2018Q3 202316
CULLEN/FROST BANKERS, INC. 1420.00%0.00%0.01%Q1 2019Q3 202316
Newport Wealth Strategies, Inc. 16160.02%0.04%0.07%Q4 2017Q3 202116
Baker Ellis Asset Management LLC 16160.03%0.08%0.18%Q2 2013Q1 201716
Tradewinds Capital Management, LLC 16160.01%0.01%0.01%Q4 2013Q3 201716
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
PENN MUTUAL LIFE INSURANCE CO 15156.37%10.35%13.78%Q4 2014Q2 201815
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Claraphi Advisory Network, LLC 1140.02%0.04%0.09%Q4 2017Q3 202115
FIDUCIARY TRUST CO 15150.00%0.01%0.01%Q2 2013Q4 201615
A. D. Beadell Investment Counsel, Inc. 15150.14%1.84%2.59%Q2 2013Q4 201615
ADVANTAGE INVESTMENT MANAGEMENT, LLC 15150.01%0.01%0.02%Q1 2016Q3 201915
MSI Financial Services Inc 15150.00%0.04%0.36%Q2 2013Q4 201615
Moors & Cabot, Inc. 15150.01%0.02%0.03%Q1 2020Q3 202315
CSS LLC/IL 15150.01%0.01%0.01%Q1 2017Q3 202015
Penserra Capital Management LLC 870.00%0.10%0.24%Q4 2015Q3 202315
FRANKLIN RESOURCES INC 15150.00%0.00%0.00%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 14140.00%0.01%0.01%Q2 2020Q3 202314
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.00%Q4 2016Q3 202314
JPMORGAN CHASE & CO 1110.00%0.00%0.00%Q2 2013Q2 202314
Virtu KCG Holdings LLC 1130.00%0.01%0.01%Q3 2013Q1 201714
Wealthspire Advisors, L.P. 14140.00%0.00%0.01%Q4 2015Q1 201914
TCI Wealth Advisors, Inc. 820.00%0.02%0.06%Q3 2014Q1 202314
M&R CAPITAL MANAGEMENT INC 14140.01%0.01%0.02%Q2 2016Q3 201914
American Portfolios Advisors 950.00%0.00%0.01%Q4 2017Q3 202214
Karpus Management, Inc. 730.00%0.16%0.63%Q2 2013Q1 202014
REGIONS FINANCIAL CORP 1310.00%0.00%0.00%Q1 2019Q1 202314
Avion Wealth 13130.00%0.00%0.00%Q3 2020Q3 202313
6 Meridian 730.10%0.15%0.19%Q2 2018Q4 202113
Investors Capital Advisory Services 13130.02%0.05%0.10%Q2 2013Q2 201613
HOWE & RUSLING INC 910.00%0.00%0.01%Q2 2013Q2 202013
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
CREDIT SUISSE AG/ 850.00%0.00%0.00%Q1 2013Q3 202313
FARMERS & MERCHANTS INVESTMENTS INC 13130.00%0.00%0.00%Q2 2013Q2 201613
JOHNSON INVESTMENT COUNSEL INC 13130.00%0.00%0.00%Q4 2014Q4 201713
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q1 2014Q3 202313
Van Hulzen Asset Management, LLC 510.01%0.02%0.03%Q2 2015Q3 201913
SIGNATUREFD, LLC 13130.00%0.00%0.01%Q2 2013Q2 201613
LINCOLN NATIONAL CORP 13130.00%0.00%0.00%Q3 2020Q3 202313
Winslow, Evans & Crocker, Inc. 13130.00%0.00%0.00%Q4 2013Q4 201613
Sowell Financial Services LLC 1010.00%0.01%0.04%Q4 2016Q2 202313
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.01%0.05%Q2 2013Q2 201912
Orca Investment Management, LLC 12120.07%0.08%0.09%Q4 2013Q3 201612
CapWealth Advisors, LLC 660.00%0.00%0.00%Q2 2013Q2 201612
PRING TURNER CAPITAL GROUP INC 1110.01%1.97%2.69%Q4 2013Q4 201812
Cetera Investment Advisers 12120.00%0.00%0.00%Q4 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
NewEdge Advisors, LLC 1110.00%0.01%0.02%Q2 2017Q3 202312
Krilogy Financial LLC 1110.01%0.01%0.02%Q3 2015Q3 201812
CIBC WORLD MARKET INC. 820.00%0.00%0.01%Q3 2013Q1 202312
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 930.01%0.02%0.03%Q1 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Ionic Capital Management LLC 410.03%0.18%0.44%Q4 2017Q3 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.01%0.06%0.10%Q4 2018Q3 202112
Bulldog Investors, LLP 630.10%0.50%0.77%Q2 2019Q3 202312
Capital Wealth Alliance, LLC 11110.28%0.70%1.24%Q4 2019Q2 202211
PARSONS CAPITAL MANAGEMENT INC/RI 11110.01%0.02%0.04%Q1 2021Q3 202311
IMS Capital Management 610.00%0.09%0.18%Q2 2013Q3 201811
North Star Investment Management Corp. 1010.00%0.00%0.00%Q2 2014Q1 201811
Sheaff Brock Investment Advisors, LLC 920.01%0.01%0.03%Q1 2016Q1 201911
Kestra Advisory Services, LLC 650.00%0.00%0.00%Q3 2020Q3 202311
J.W. COLE ADVISORS, INC. 610.00%0.01%0.03%Q4 2019Q3 202311
Transform Wealth, LLC 11110.07%0.20%0.54%Q2 2016Q4 201811
Gradient Investments LLC 910.00%0.00%0.01%Q3 2013Q1 202211
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
HIGHLAND CAPITAL MANAGEMENT, LLC 11110.00%0.01%0.03%Q1 2015Q3 201711
United Asset Strategies, Inc. 810.03%0.08%0.11%Q4 2014Q1 201811
Cardan Capital Partners, LLC 11110.02%0.04%0.06%Q1 2016Q3 201811
WEALTHSOURCE PARTNERS, LLC 910.01%0.03%0.04%Q1 2016Q3 201810
Granite Investment Advisors, LLC 10100.02%0.61%1.18%Q2 2015Q3 201710
CENTAURUS FINANCIAL, INC. 910.01%0.01%0.01%Q2 2018Q3 202310
Quantedge Capital Pte Ltd 10100.03%0.62%1.39%Q4 2020Q1 202310
COLONY GROUP LLC 640.00%0.02%0.03%Q1 2014Q3 202310
GEODE CAPITAL MANAGEMENT, LLC 410.00%0.00%0.00%Q2 2013Q3 201910
BOSTON ADVISORS LLC 10100.00%0.01%0.01%Q2 2013Q3 201510
RMB Capital Management, LLC 510.00%0.05%0.15%Q3 2018Q1 202210
BB&T SECURITIES, LLC 10100.00%0.00%0.00%Q2 2016Q3 201810
First Heartland Consultants, Inc. 10100.01%0.02%0.02%Q4 2016Q1 201910
Financial Management Professionals, Inc. 910.00%0.00%0.01%Q3 2015Q3 202310
Steward Partners Investment Advisory, LLC 410.00%0.00%0.00%Q4 2017Q3 202310
EMERSON INVESTMENT MANAGEMENT, LLC 10100.39%0.52%0.66%Q2 2013Q3 201510
LIBERTY WEALTH MANAGEMENT LLC 910.00%0.00%0.01%Q4 2018Q2 202110
SeaBridge Investment Advisors LLC 10100.24%0.38%0.51%Q1 2016Q2 201810
Hoxton Financial, Inc. 10100.01%0.01%0.01%Q2 2013Q3 201510
TFS CAPITAL LLC 410.01%0.04%0.09%Q2 2013Q3 20169
Virtu Financial LLC 310.01%0.02%0.03%Q4 2017Q2 20239
Penobscot Investment Management Company, Inc. 990.12%0.23%0.38%Q2 2013Q2 20159
SeaCrest Wealth Management, LLC 630.00%0.01%0.03%Q4 2017Q3 20239
New Harbor Financial Group, LLC 540.01%0.27%1.30%Q2 2013Q3 20159
Jacobi Capital Management LLC 990.00%0.00%0.00%Q4 2018Q4 20209
PEAPACK GLADSTONE FINANCIAL CORP 990.00%0.00%0.00%Q1 2021Q1 20239
Spectrum Asset Management, Inc. (NB/CA) 510.01%0.01%0.02%Q1 2021Q3 20239
BUTENSKY & COHEN FINANCIAL SECURITY, INC 990.00%0.00%0.00%Q4 2014Q4 20169
Baltimore-Washington Financial Advisors, Inc. 990.12%1.41%1.90%Q4 2013Q4 20159
BROWN BROTHERS HARRIMAN & CO 990.00%0.00%0.00%Q3 2021Q3 20239
Pekin Hardy Strauss, Inc. 810.02%0.06%0.12%Q4 2014Q3 20239
Horrell Capital Management, Inc. 990.00%0.00%0.00%Q2 2013Q2 20159
OLD NATIONAL BANCORP /IN/ 810.00%0.01%0.02%Q2 2014Q3 20169
DFPG INVESTMENTS, LLC 990.02%0.06%0.11%Q4 2018Q4 20209
Hexagon Capital Partners LLC 990.00%0.00%0.01%Q3 2021Q3 20239
BOENNING & SCATTERGOOD, INC. 510.01%0.02%0.04%Q4 2019Q4 20229
Gary Goldberg Planning Services Inc 880.00%0.01%0.02%Q1 2013Q4 20148
Quad-Cities Investment Group, LLC 880.05%0.06%0.08%Q1 2018Q4 20198
Byrne Asset Management LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Avior Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Wharton Business Group, LLC 880.02%0.44%0.94%Q2 2013Q1 20158
Larson Financial Group LLC 880.00%0.00%0.01%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
TIEDEMANN ADVISORS, LLC 510.00%0.00%0.01%Q4 2016Q3 20208
Madden Advisory Services, Inc. 710.02%0.13%0.16%Q1 2014Q1 20178
Smithfield Trust Co 440.00%0.00%0.00%Q2 2013Q3 20168
Apollon Wealth Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Cornerstone Advisory, LLC 710.01%0.02%0.02%Q1 2018Q1 20208
NAPLES GLOBAL ADVISORS, LLC 710.02%0.50%0.83%Q1 2014Q3 20178
Allspring Global Investments Holdings, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Camelot Portfolios, LLC 610.04%0.09%0.26%Q2 2013Q1 20208
HRT FINANCIAL LP 210.00%0.01%0.01%Q4 2018Q3 20238
M&T BANK CORP 880.00%0.00%0.00%Q3 2014Q2 20168
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q4 2012Q3 20238
Walleye Capital LLC 510.00%0.03%0.10%Q1 2019Q3 20238
NEWGATE CAPITAL MANAGEMENT LLC 510.71%3.48%6.64%Q3 2013Q2 20168
DEUTSCHE BANK AG\ 880.00%0.00%0.00%Q3 2013Q2 20158
SFI Advisors, LLC 880.06%0.08%0.10%Q4 2021Q3 20238
PEG CAPITAL MANAGEMENT INC /NH/ 882.06%3.07%4.20%Q2 2013Q1 20158
Allen Investment Management, LLC 880.01%0.03%0.05%Q2 2013Q1 20158
HOLLENCREST CAPITAL MANAGEMENT 880.84%0.93%1.05%Q4 2013Q3 20158
Lakeside Advisors, INC. 880.05%0.07%0.09%Q4 2021Q3 20238
EVERGREEN CAPITAL MANAGEMENT LLC 880.19%0.35%0.48%Q4 2021Q3 20238
Financial Advantage, Inc. 710.03%0.05%0.07%Q2 2013Q3 20158
OTA Financial Group L.P. 310.12%0.36%1.22%Q2 2013Q4 20198
WOLFF WIESE MAGANA LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Bedell Frazier Investment Counselling, LLC 710.84%1.41%1.92%Q3 2013Q3 20158
BAIRD ROBERT W & CO INC /WI/ 880.00%0.11%0.45%Q2 2013Q1 20158
Fortitude Advisory Group L.L.C. 880.04%0.06%0.10%Q4 2021Q3 20238
GABLES CAPITAL MANAGEMENT INC. 530.01%0.01%0.02%Q2 2018Q4 20208
BENEDICT FINANCIAL ADVISORS INC 710.03%0.05%0.06%Q4 2014Q3 20178
EASTERLY INVESTMENT PARTNERS LLC 610.02%0.02%0.02%Q4 2021Q3 20237
WEBSTER BANK, N. A. 770.06%0.35%0.74%Q2 2013Q4 20147
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 770.03%0.06%0.07%Q1 2022Q3 20237
Vident Investment Advisory, LLC 770.38%0.49%0.65%Q2 2015Q4 20167
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 320.03%0.19%0.44%Q2 2013Q4 20227
Stevens First Principles Investment Advisors 610.03%0.08%0.16%Q2 2013Q3 20157
AlphaMark Advisors, LLC 770.06%0.25%0.39%Q2 2013Q4 20147
Ironsides Asset Advisors, LLC 770.03%0.04%0.08%Q1 2022Q3 20237
Alexandria Capital, LLC 770.01%0.02%0.03%Q2 2013Q4 20147
Yorktown Management & Research Co Inc 770.37%0.39%0.42%Q2 2013Q4 20147
SEI INVESTMENTS CO 210.00%0.00%0.00%Q4 2015Q2 20187
Almitas Capital LLC 410.05%0.82%2.04%Q4 2018Q4 20227
Waverly Advisors, LLC 770.00%0.03%0.07%Q1 2014Q3 20157
SUMMIT CAPITAL MANAGEMENT LLC 770.94%1.01%1.27%Q3 2014Q1 20167
MARINER INVESTMENT GROUP LLC 610.11%0.17%0.23%Q4 2014Q1 20177
FIRST MANHATTAN CO. LLC. 610.00%0.00%0.00%Q2 2013Q3 20157
UMB Bank, n.a. 510.00%0.00%0.01%Q2 2013Q4 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.03%0.06%Q2 2013Q4 20147
HARBOUR INVESTMENTS, INC. 430.00%0.00%0.00%Q1 2021Q4 20227
Verity Asset Management, Inc. 771.67%5.23%6.50%Q4 2013Q2 20157
Atria Wealth Solutions, Inc. 770.04%0.04%0.04%Q1 2022Q3 20237
NINE MASTS CAPITAL Ltd 410.06%0.22%0.43%Q1 2015Q3 20187
Amundi 770.00%0.00%0.01%Q1 2022Q3 20237
Bridgewater Advisors Inc. 770.03%0.04%0.06%Q4 2021Q2 20237
MACQUARIE GROUP LTD 770.00%0.00%0.01%Q1 2014Q3 20157
Wells Trecaso Financial Group, LLC 430.02%0.03%0.05%Q3 2021Q3 20237
SHEPHERD KAPLAN KROCHUK, LLC 770.08%0.31%0.45%Q4 2018Q2 20207
FNY Investment Advisers, LLC 430.01%0.04%0.09%Q2 2019Q3 20217
ProVise Management Group, LLC 660.01%0.01%0.01%Q4 2016Q1 20186
UBS AG 660.02%0.02%0.02%Q2 2013Q3 20146
Coastline Trust Co 420.02%0.03%0.05%Q2 2013Q3 20156
EXANE DERIVATIVES 420.02%0.07%0.10%Q3 2020Q1 20226
Bramshill Investments, LLC 660.12%0.14%0.19%Q4 2018Q1 20206
GOODWIN DANIEL L 660.01%0.01%0.02%Q2 2015Q3 20166
FIRST FOUNDATION ADVISORS 410.00%0.01%0.02%Q2 2013Q1 20206
LVW Advisors, LLC 660.10%0.14%0.20%Q4 2014Q1 20166
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Eudaimonia Partners, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Walleye Trading LLC 660.00%0.00%0.00%Q4 2018Q1 20206
Golden State Wealth Management, LLC 310.00%0.09%0.25%Q1 2019Q4 20216
KMS FINANCIAL SERVICES, INC 660.07%0.11%0.15%Q2 2013Q3 20146
Cascadia Advisory Services, LLC 310.01%0.01%0.01%Q4 2019Q3 20216
PBMares Wealth Management LLC 660.04%0.06%0.07%Q4 2019Q1 20216
Harvest Investment Services, LLC 510.03%0.18%0.30%Q4 2018Q3 20206
Atlas Private Wealth Management, LLC 660.11%0.16%0.17%Q4 2019Q1 20216
Anchor Investment Management, LLC 510.01%0.01%0.02%Q1 2016Q2 20186
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q2 2019Q4 20206
Brookstone Capital Management 310.00%0.01%0.01%Q2 2015Q3 20216
Bruderman Asset Management, LLC 310.00%0.01%0.02%Q1 2015Q1 20196
FSA Wealth Management LLC 310.02%0.04%0.10%Q4 2019Q2 20226
Clearstead Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
McIlrath & Eck, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
IHT Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Private Ocean, LLC 550.01%0.01%0.01%Q1 2019Q1 20205
Ahrens Investment Partners LLC 410.00%0.02%0.04%Q3 2019Q4 20215
BNP PARIBAS FINANCIAL MARKETS 320.00%0.00%0.00%Q2 2013Q4 20225
CROFT-LEOMINSTER INC 310.01%0.01%0.01%Q2 2013Q2 20155
Financial Sense Advisors, Inc. 550.03%0.07%0.14%Q2 2013Q2 20145
Stratos Wealth Advisors, LLC 410.01%0.06%0.08%Q1 2022Q3 20235
RESOLUTE FINANCIAL, LLC 550.19%0.22%0.28%Q4 2021Q4 20225
NATIONAL PLANNING CORP 410.00%0.01%0.01%Q4 2014Q3 20175
Bartlett & Co. LLC 550.00%0.00%0.00%Q2 2013Q2 20145
BEACON INVESTMENT ADVISORY SERVICES, INC. 550.01%0.01%0.01%Q3 2017Q3 20185
Realta Investment Advisors 320.01%0.01%0.01%Q3 2019Q3 20235
Omnia Family Wealth, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Allred Capital Management, LLC 310.01%0.03%0.03%Q4 2018Q1 20215
Compass Advisory Group LLC 550.02%0.02%0.03%Q2 2021Q2 20225
Risk Paradigm Group, LLC 550.01%0.02%0.02%Q3 2015Q3 20165
Sonora Investment Management, LLC 210.00%0.01%0.01%Q3 2015Q2 20175
Relative Value Partners, LLC 550.01%0.02%0.03%Q2 2013Q2 20145
MOSELEY INVESTMENT MANAGEMENT INC 410.02%0.02%0.02%Q4 2021Q3 20235
Probabilities Fund Management, LLC 550.49%1.17%2.35%Q4 2017Q4 20185
Sunbelt Securities, Inc. 320.02%0.23%0.39%Q3 2017Q4 20195
Clarus Wealth Advisors 550.00%0.00%0.00%Q2 2018Q2 20195
D'Orazio & Associates, Inc. 310.00%0.01%0.01%Q4 2013Q1 20195
Round Table Services, LLC 410.04%0.06%0.07%Q4 2015Q4 20195
THOMPSON DAVIS & CO., INC. 320.00%0.00%0.00%Q3 2014Q3 20185
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.01%0.30%0.40%Q2 2013Q2 20145
Southeast Asset Advisors Inc. 550.14%0.16%0.18%Q2 2013Q2 20145
Barnett & Company, Inc. 550.00%0.00%0.00%Q1 2016Q1 20175
Beacon Pointe Advisors, LLC 310.00%0.00%0.01%Q3 2021Q3 20224
Chevy Chase Trust Holdings, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
HBC Financial Services, PLLC 310.00%0.00%0.00%Q3 2020Q3 20214
Vantage Investment Partners, LLC 440.01%0.01%0.01%Q3 2018Q2 20194
Lido Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
TORONTO DOMINION BANK 440.00%0.00%0.00%Q4 2022Q3 20234
Antonetti Capital Management LLC 220.02%0.04%0.06%Q1 2014Q3 20234
E&G Advisors, LP 440.22%0.27%0.32%Q4 2013Q3 20144
DUDLEY CAPITAL MANAGEMENT, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Transamerica Financial Advisors, Inc. 440.00%0.00%0.00%Q2 2013Q1 20144
JANICZEK WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
NOMURA HOLDINGS INC 210.00%0.00%0.00%Q2 2013Q2 20224
Salient Capital Advisors, LLC 310.00%0.00%0.00%Q4 2013Q1 20164
Old Port Advisors 310.02%0.03%0.03%Q2 2018Q2 20194
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
Newbridge Financial Services Group, Inc. 440.01%0.01%0.01%Q3 2020Q2 20214
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 310.03%0.29%0.67%Q1 2016Q4 20184
Perigon Wealth Management, LLC 440.06%0.25%0.32%Q2 2014Q1 20154
Laird Norton Wetherby Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q4 20214
MELFA WEALTH MANAGEMENT, INC. 440.09%0.12%0.13%Q4 2022Q3 20234
DAVIS R M INC 440.00%0.00%0.01%Q4 2017Q3 20184
Johnson Financial Group, Inc. 440.00%0.00%0.00%Q3 2014Q2 20154
Elequin Capital, LP 440.00%0.01%0.03%Q4 2022Q3 20234
CALDWELL SUTTER CAPITAL, INC. 440.02%0.03%0.04%Q4 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 440.06%0.07%0.09%Q4 2022Q3 20234
Wealth Quarterback LLC 220.00%0.02%0.06%Q4 2019Q3 20214
Arkadios Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
Weiss Asset Management LP 110.02%0.10%0.27%Q4 2015Q4 20214
TOWER TRUST Co 440.13%0.14%0.16%Q2 2013Q1 20144
Index Management Solutions, LLC 440.08%0.13%0.18%Q1 2014Q4 20144
Clear Harbor Asset Management, LLC 110.00%0.00%0.01%Q1 2015Q3 20203
USCA RIA LLC 330.04%0.05%0.05%Q2 2013Q4 20133
Soltis Investment Advisors LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Astoria Portfolio Advisors LLC. 330.02%0.02%0.02%Q4 2022Q2 20233
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Signator Financial Services, Inc. 330.00%0.00%0.01%Q1 2013Q3 20133
AMUNDI ASSET MANAGEMENT US, INC. 210.03%0.04%0.07%Q1 2014Q1 20163
HIGH POINT BANK & TRUST CO 330.00%0.00%0.00%Q2 2013Q4 20133
Hightower 6M Holding, LLC 330.06%0.08%0.09%Q1 2022Q3 20223
Atlas Private Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
Paloma Partners Management Co 110.00%0.01%0.02%Q2 2013Q1 20173
PATHSTONE FAMILY OFFICE, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Strategic Wealth Partners, Ltd. 330.00%0.00%0.00%Q4 2017Q2 20183
Golden State Equity Partners 210.15%0.20%0.30%Q4 2020Q3 20213
Jefferies Group LLC 330.00%0.00%0.01%Q1 2014Q3 20143
FIC CAPITAL INC 330.03%0.03%0.04%Q4 2013Q2 20143
SII INVESTMENTS INC/WI 330.01%0.01%0.01%Q4 2015Q2 20163
CORNERSTONE ADVISORS INC 210.03%0.09%0.13%Q2 2013Q1 20143
Arlington Capital Management, Inc. 210.52%1.77%2.74%Q2 2016Q4 20223
Private Capital Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
BANK OF NOVA SCOTIA 330.00%0.00%0.00%Q2 2013Q4 20133
1919 Investment Counsel, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
INVESTMENT CENTERS OF AMERICA INC 110.01%0.01%0.02%Q3 2013Q1 20153
J.P. Morgan Private Wealth Advisors LLC 330.00%0.00%0.00%Q3 2015Q1 20163
Mirae Asset Global Investments Co., Ltd. 330.05%0.07%0.10%Q4 2011Q2 20123
PFG Investments, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Fisher Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Balentine LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Trivant Custom Portfolio Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Advanced Asset Management Advisors Inc 210.02%0.02%0.02%Q4 2018Q1 20203
Moloney Securities Asset Management, LLC 330.02%0.02%0.03%Q2 2017Q4 20173
VSR Financial Services, Inc. 330.01%0.01%0.02%Q2 2013Q4 20133
Koshinski Asset Management, Inc. 330.05%0.05%0.06%Q4 2014Q2 20153
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.01%0.01%0.01%Q3 2021Q1 20223
DRIVE WEALTH MANAGEMENT, LLC 330.07%0.09%0.10%Q4 2021Q2 20223
CITY NATIONAL BANK 330.00%0.00%0.00%Q3 2014Q1 20153
Global Endowment Management, LP 330.06%0.35%0.93%Q2 2013Q4 20133
Wealth Management Solutions, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
JD CAPITAL MANAGEMENT LLC 330.03%0.05%0.07%Q4 2015Q2 20163
Laurion Capital Management LP 110.02%0.03%0.04%Q4 2015Q4 20163
Jane Street Holding, LLC 220.00%0.01%0.02%Q2 2013Q3 20132
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q2 2022Q3 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
STEEL GROVE CAPITAL ADVISORS, LLC 220.01%0.01%0.01%Q2 2015Q3 20152
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
FineMark National Bank & Trust 110.00%0.03%0.06%Q2 2013Q4 20132
Concert Wealth Management Inc. 220.03%0.03%0.03%Q2 2016Q3 20162
Brown Advisory Securities, LLC 220.01%0.01%0.02%Q2 2021Q3 20212
Segantii Capital Management Ltd 220.01%0.01%0.02%Q4 2021Q1 20222
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20212
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q1 2018Q4 20182
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Strategic Financial Concepts, LLC 220.02%0.06%0.09%Q1 2023Q2 20232
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 220.02%0.03%0.03%Q4 2021Q1 20222
CANANDAIGUA NATIONAL BANK & TRUST CO 220.01%0.01%0.01%Q3 2019Q4 20192
PRIO WEALTH LIMITED PARTNERSHIP 220.00%0.01%0.01%Q2 2014Q3 20142
Allworth Financial LP 220.00%0.00%0.00%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.17%0.34%Q2 2013Q3 20132
WHITTIER TRUST CO 110.00%0.00%0.00%Q2 2015Q4 20152
CLOUGH CAPITAL PARTNERS L P 220.00%0.00%0.01%Q2 2015Q3 20152
Cerity Partners LLC 220.00%0.00%0.00%Q3 2022Q4 20222
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.00%0.00%0.00%Q2 2018Q3 20182
Baltimore-Washington Financial Advisors Inc. 222.23%2.31%2.39%Q2 2013Q3 20132
JANUS HENDERSON INVESTORS US LLC 220.00%0.00%0.00%Q2 2016Q3 20162
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
ARBOR CAPITAL MANAGEMENT INC /ADV 220.76%0.83%0.90%Q4 2021Q1 20222
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2014Q2 20152
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
COMERICA BANK 220.00%0.00%0.00%Q2 2013Q3 20132
Measured Wealth Private Client Group, LLC 220.11%0.12%0.13%Q2 2019Q3 20192
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.00%0.00%0.00%Q3 2022Q4 20222
EP Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Kamunting Street Capital Management, L.P. 221.14%1.27%1.40%Q2 2014Q3 20142
CONCENTRIC WEALTH MANAGEMENT, LLC 220.06%0.09%0.13%Q4 2019Q1 20202
Family Management Corp 110.04%0.14%0.24%Q4 2018Q4 20222
Logan Stone Capital, LLC 110.02%0.03%0.03%Q2 2022Q1 20232
PLANNING ALTERNATIVES LTD /ADV 110.01%0.01%0.01%Q4 2015Q2 20162
Catamount Wealth Management 220.01%0.01%0.01%Q1 2015Q2 20152
Princeton Global Asset Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q2 2019Q3 20192
Capital Investment Advisors, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
Surevest, LLC 220.03%0.04%0.05%Q4 2018Q1 20192
Beaumont Financial Partners, LLC 220.01%0.18%0.36%Q3 2013Q4 20132
NATIXIS 110.00%0.01%0.01%Q2 2020Q4 20202
FOUNDERS FINANCIAL SECURITIES LLC 220.42%0.49%0.56%Q4 2013Q1 20142
SIT INVESTMENT ASSOCIATES INC 110.01%0.01%0.02%Q2 2015Q3 20212
PICTET BANK & TRUST Ltd 220.03%0.03%0.03%Q4 2013Q1 20142
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.01%0.01%Q3 2014Q2 20182
Bison Wealth, LLC 220.20%0.22%0.23%Q3 2015Q4 20152
SG Americas Securities, LLC 110.01%0.01%0.01%Q4 2013Q4 20142
Triumph Capital Management 220.12%0.12%0.13%Q2 2023Q3 20232
KEELEY ASSET MANAGEMENT CORP 220.00%0.00%0.00%Q3 2016Q4 20162
DRW Securities, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2021Q3 20211
BlackRock Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q3 2020Q3 20201
Townsend & Associates, Inc 110.14%0.14%0.14%Q4 2017Q4 20171
PSI Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SEGALL BRYANT & HAMILL, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Verition Fund Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Great Diamond Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.40%0.40%0.40%Q4 2017Q4 20171
BLUESTEIN R H & CO LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Legacy Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Essex Financial Services, Inc. 110.03%0.03%0.03%Q3 2013Q3 20131
XML Financial, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q1 2021Q1 20211
VICUS CAPITAL 110.01%0.01%0.01%Q3 2020Q3 20201
Athanor Capital, LP 110.08%0.08%0.08%Q4 2017Q4 20171
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Chapwood Capital Investment Management, LLC 110.34%0.34%0.34%Q4 2019Q4 20191
RITHOLTZ WEALTH MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
NBT BANK N A /NY 110.02%0.02%0.02%Q3 2020Q3 20201
Arete Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Klingman & Associates, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Kingfisher Capital LLC 110.03%0.03%0.03%Q2 2018Q2 20181
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2013Q2 20131
ORG Partners LLC 110.01%0.01%0.01%Q3 2023Q3 20231
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.15%0.15%0.15%Q1 2015Q1 20151
Jacobus Wealth Management, Inc. 110.08%0.08%0.08%Q2 2013Q2 20131
Argent Advisors, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Edge Wealth Management LLC 110.05%0.05%0.05%Q3 2016Q3 20161
Glassman Wealth Services 110.00%0.00%0.00%Q2 2015Q2 20151
Cubist Systematic Strategies, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Baystate Wealth Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q1 2014Q1 20141
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q4 2018Q4 20181
Royal Fund Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q2 2013Q2 20131
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ARXIS SECURITIES LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2018Q2 20181
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Alpine Global Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Haverford Trust Co 110.00%0.00%0.00%Q1 2014Q1 20141
Hartford Financial Management Inc. 110.01%0.01%0.01%Q2 2014Q2 20141
MOTCO 110.00%0.00%0.00%Q3 2021Q3 20211
Atria Investments, Inc 110.00%0.00%0.00%Q1 2020Q1 20201
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q2 2020Q2 20201
Virtue Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
SOL Capital Management CO 110.01%0.01%0.01%Q3 2022Q3 20221
Riggs Asset Managment Co. Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Belpointe Asset Management LLC 110.02%0.02%0.02%Q1 2018Q1 20181
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q1 2022Q1 20221
Barry Investment Advisors, LLC 110.05%0.05%0.05%Q3 2017Q3 20171
Bridgeworth, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Summit Asset Management, LLC 110.07%0.07%0.07%Q2 2013Q2 20131
Point View Wealth Management, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
AT Bancorp 110.00%0.00%0.00%Q2 2017Q2 20171
BOOTHBAY FUND MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2015Q1 20151
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2013Q2 20131
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
OTA LLC 111.22%1.22%1.22%Q2 2014Q2 20141
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2015Q2 20151
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q1 2014Q1 20141
CONFLUENCE INVESTMENT MANAGEMENT LLC 110.03%0.03%0.03%Q3 2013Q3 20131
Hudock, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Vectors Research Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
ADVISOR PARTNERS II, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
TRENT CAPITAL MANAGEMENT INC /NC/ 110.02%0.02%0.02%Q4 2016Q4 20161
OLD DOMINION CAPITAL MANAGEMENT INC 114.74%4.74%4.74%Q2 2013Q2 20131
SOUTH TEXAS MONEY MANAGEMENT LTD 110.03%0.03%0.03%Q1 2017Q1 20171
CTC Alternative Strategies, Ltd. 110.19%0.19%0.19%Q4 2014Q4 20141
Key FInancial Inc 110.00%0.00%0.00%Q3 2021Q3 20211
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q2 2018Q2 20181
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GFS Advisors, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
CHAPIN DAVIS, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
BENNICAS & ASSOCIATES, INC. 111.48%1.48%1.48%Q2 2013Q2 20131
XTX Topco Ltd 110.01%0.01%0.01%Q1 2023Q1 20231
Keudell/Morrison Wealth Management 110.03%0.03%0.03%Q4 2021Q4 20211
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Parallel Advisors, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Global Assets Advisory, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Semper Augustus Investments Group 110.03%0.03%0.03%Q2 2018Q2 20181
FIRST FINANCIAL EQUITY CORPORATION 110.02%0.02%0.02%Q1 2017Q1 20171
External links

This page lists all the filers that currently own ABERDEEN ASIA PACIFIC INCOM or have owned ABERDEEN ASIA PACIFIC INCOM in the past.