Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.03% | 0.16% | 0.28% | 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 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
BANK OF AMERICA CORP /DE/ | 39 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 40 |
Advisors Asset Management, Inc. | 32 | 8 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Nuveen Asset Management, LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 29 |
Highlander Capital Management, LLC | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2019 | 26 |
COHEN & STEERS, INC. | 11 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 25 |
BANK OF MONTREAL /CAN/ | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 24 |
Oxbow Advisors, LLC | 13 | 10 | 0.03% | 0.05% | 0.06% | Q3 2015 | Q2 2021 | 23 |
LPL Financial LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 23 |
Tradewinds Capital Management, LLC | 22 | 22 | 0.34% | 0.72% | 0.98% | Q4 2013 | Q1 2019 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 8 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
First Allied Advisory Services, Inc. | 6 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2019 | 17 |
AMERIPRISE FINANCIAL INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 16 | 16 | 0.01% | 0.03% | 0.10% | Q1 2016 | Q4 2019 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
ROBINSON CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.10% | 0.55% | 1.72% | Q4 2015 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.34% | 0.55% | 0.74% | Q4 2019 | Q1 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 14 |
MONETARY MANAGEMENT GROUP INC | 14 | 14 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2016 | 14 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.01% | 0.06% | 0.20% | Q4 2013 | Q1 2023 | 13 |
Fairhaven Wealth Management, LLC | 11 | 2 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Red Cedar Capital, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
OPPENHEIMER & CO INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2018 | 11 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Creative Planning | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
Moors & Cabot, Inc. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2022 | 11 |
WFG Advisors, LP | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 10 |
IFP Advisors, Inc | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2018 | 10 |
FIFTH THIRD BANCORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
CITIGROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 9 |
AlphaCentric Advisors LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2022 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q4 2018 | 8 |
Janney Montgomery Scott LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 8 | 8 | 0.03% | 0.06% | 0.13% | Q4 2016 | Q3 2018 | 8 |
GOLDMAN SACHS GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
GPS Wealth Strategies Group, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 7 |
Karpus Management, Inc. | 6 | 1 | 0.01% | 0.10% | 0.14% | Q4 2013 | Q1 2016 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 7 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
US BANCORP \DE\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SIGNATUREFD, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Salomon & Ludwin, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.10% | 0.20% | 0.32% | Q2 2013 | Q1 2017 | 5 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.43% | 0.46% | 0.48% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.16% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Rockefeller Capital Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
Advisory Services Network, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 4 |
AQR Arbitrage LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Cambridge Investment Research Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 4 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RMB Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Ackerman Capital Advisors, LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q4 2022 | 3 |
Liberty Street Advisors, Inc. | 3 | 3 | 1.32% | 1.41% | 1.48% | Q1 2015 | Q3 2015 | 3 |
Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 3 |
Commonwealth Equity Services, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.21% | 0.36% | 0.48% | Q1 2021 | Q3 2021 | 3 |
FSA Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.07% | 0.14% | Q4 2018 | Q1 2019 | 2 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Cetera Advisor Networks LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q2 2013 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 2 |
AQR Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Geneos Wealth Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Full Value Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2007 | Q4 2007 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own BLACKROCK LONG-TERM MUNI ADV or have owned BLACKROCK LONG-TERM MUNI ADV in the past.