Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Capital Investment Advisors, LLC | 22 | 22 | 0.06% | 0.12% | 0.22% | Q4 2014 | Q1 2020 | 22 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 16 |
SECURITY NATIONAL TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2018 | 16 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 16 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 16 |
Essex Financial Services, Inc. | 16 | 16 | 0.03% | 0.06% | 0.10% | Q3 2014 | Q2 2018 | 16 |
LPL Financial LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2018 | 16 |
BANK OF AMERICA CORP /DE/ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 16 |
VAN ECK ASSOCIATES CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2018 | 16 |
ROYAL BANK OF CANADA | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 16 |
MORGAN STANLEY | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2018 | 16 |
UBS Group AG | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 15 |
Nuveen Asset Management, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q1 2018 | 15 |
SIT INVESTMENT ASSOCIATES INC | 15 | 15 | 0.01% | 0.13% | 0.20% | Q3 2014 | Q1 2018 | 15 |
First Allied Advisory Services, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q1 2018 | 15 |
ProVise Management Group, LLC | 15 | 15 | 0.07% | 0.11% | 0.13% | Q3 2014 | Q1 2018 | 15 |
Creative Planning | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.05% | 1.01% | 2.15% | Q3 2014 | Q1 2018 | 15 |
HOLLENCREST CAPITAL MANAGEMENT | 15 | 15 | 0.03% | 0.05% | 0.06% | Q3 2014 | Q1 2018 | 15 |
FIFTH THIRD BANCORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 15 |
Commonwealth Equity Services, Inc | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2017 | 13 |
NATIONAL PLANNING CORP | 13 | 13 | 0.01% | 0.05% | 0.07% | Q3 2014 | Q3 2017 | 13 |
Summit Financial Wealth Advisors, LLC | 13 | 13 | 0.32% | 0.40% | 0.54% | Q2 2015 | Q2 2018 | 13 |
Cambridge Investment Research Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2018 | 13 |
TCI Wealth Advisors, Inc. | 8 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2018 | 12 |
CITIGROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 12 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 12 |
AMERIPRISE FINANCIAL INC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 10 |
IFP Advisors, Inc | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2018 | 9 |
Barrett Asset Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 9 |
BB&T SECURITIES, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2016 | 8 |
CIBC Private Wealth Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 8 |
NORTHERN TRUST CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.07% | 0.25% | 0.63% | Q2 2015 | Q2 2018 | 7 |
Formidable Asset Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2016 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.20% | 1.70% | 3.14% | Q1 2016 | Q2 2018 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2017 | 6 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 5 |
Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q3 2017 | 5 |
BRINKER CAPITAL INC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2014 | Q3 2015 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Krilogy Financial LLC | 3 | 2 | 0.02% | 0.23% | 0.41% | Q2 2016 | Q1 2018 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
GUGGENHEIM CAPITAL LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Red Cedar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
CETERA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2015 | Q3 2016 | 4 |
OPPENHEIMER & CO INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2018 | 4 |
Liberty Street Advisors, Inc. | 4 | 4 | 1.14% | 1.68% | 2.30% | Q4 2014 | Q3 2015 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2018 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2014 | Q1 2015 | 3 |
USCA RIA LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2018 | 3 |
GOLDMAN SACHS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Horizon Kinetics | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.05% | 0.08% | 0.14% | Q4 2017 | Q2 2018 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
MILLENNIUM MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.05% | 0.06% | Q2 2015 | Q1 2018 | 3 |
COMMONWEALTH EQUITY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q4 2017 | 3 |
MARINER INVESTMENT GROUP LLC | 3 | 3 | 1.94% | 5.15% | 9.23% | Q4 2017 | Q2 2018 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q1 2018 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.07% | 0.10% | 0.14% | Q4 2017 | Q1 2018 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Fiera Capital Corp | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
1607 Capital Partners, LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q1 2018 | Q2 2018 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
AQR Arbitrage LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2014 | Q4 2014 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
External links
This page lists all the filers that currently own DEUTSCHE MUN INCOME or have owned DEUTSCHE MUN INCOME in the past.