EATON VANCE TAX MNGD GBL DV shareholder history

Current and past EATON VANCE TAX MNGD GBL DV shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.02%0.05%0.08%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.09%0.22%0.72%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
COHEN & STEERS, INC. 42420.01%0.03%0.06%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
Invesco Ltd. 42420.01%0.01%0.02%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.01%0.04%0.19%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.07%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.04%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.04%0.09%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.02%0.06%0.09%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.02%0.04%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
Focused Wealth Management, Inc 41410.53%0.71%1.08%Q3 2013Q3 202341
Creative Planning 3740.00%0.00%0.01%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.14%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.01%0.04%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.01%0.01%0.02%Q3 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.03%Q1 2014Q3 202339
Cetera Advisors LLC 22170.00%0.01%0.03%Q4 2013Q3 202339
EATON VANCE MANAGEMENT 38380.00%0.00%0.00%Q2 2013Q3 202238
BANK OF MONTREAL /CAN/ 3420.00%0.00%0.01%Q2 2013Q3 202338
Formidable Asset Management, LLC 2110.03%2.72%4.14%Q3 2013Q3 202338
B. Riley Wealth Advisors, Inc. 2620.02%0.05%0.14%Q2 2013Q3 202338
CONNING INC. 37370.02%0.08%0.16%Q3 2014Q3 202337
D.A. DAVIDSON & CO. 19170.00%0.00%0.01%Q2 2013Q3 202336
Stratos Wealth Partners, LTD. 36360.00%0.02%0.10%Q4 2014Q3 202336
WEDBUSH SECURITIES INC 36360.01%0.07%0.16%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
HUNTINGTON NATIONAL BANK 2110.00%0.00%0.01%Q1 2009Q3 202336
Cypress Capital Management LLC (WY) 36360.04%0.11%0.47%Q4 2014Q3 202336
Pointe Capital Management LLC 2770.95%1.95%3.17%Q1 2015Q3 202334
MISSION WEALTH MANAGEMENT, LP 34340.01%0.03%0.09%Q2 2015Q3 202334
Brown Advisory Securities, LLC 34340.02%0.03%0.08%Q1 2014Q2 202234
Sheaff Brock Investment Advisors, LLC 32320.04%0.08%0.14%Q4 2015Q3 202332
BALDWIN BROTHERS LLC/MA 32320.01%0.01%0.02%Q1 2016Q4 202332
Geneos Wealth Management Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
Cetera Advisor Networks LLC 2210.00%0.02%0.04%Q1 2013Q3 202331
HOLLENCREST CAPITAL MANAGEMENT 19120.01%0.02%0.05%Q4 2013Q2 202231
M&R CAPITAL MANAGEMENT INC 30300.01%0.09%0.17%Q2 2013Q3 202030
BENJAMIN F. EDWARDS & COMPANY, INC. 2230.00%0.01%0.02%Q2 2013Q3 202330
BLAIR WILLIAM & CO/IL 2720.00%0.00%0.01%Q4 2013Q3 202329
OPTIMUM INVESTMENT ADVISORS 2630.03%0.06%0.12%Q2 2016Q4 202329
BECK MACK & OLIVER LLC 29290.01%0.01%0.01%Q2 2013Q2 202029
Brinker Capital Investments, LLC 29290.01%0.26%0.52%Q2 2015Q2 202229
Moloney Securities Asset Management, LLC 28280.03%0.07%0.26%Q4 2016Q3 202328
Baird Financial Group, Inc. 2710.00%0.01%0.02%Q2 2015Q2 202228
FIDUCIARY TRUST INTERNATIONAL LLC 16120.02%0.24%0.31%Q2 2013Q2 202028
Steward Partners Investment Advisory, LLC 28280.02%0.03%0.10%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.03%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
TRUST CO OF VERMONT 27270.01%0.01%0.01%Q3 2013Q1 202027
Alpha Cubed Investments, LLC 27270.01%0.05%0.14%Q1 2017Q3 202327
BAR HARBOR TRUST SERVICES 2520.00%0.18%0.57%Q4 2013Q2 202227
Financial Sense Advisors, Inc. 14130.04%0.22%0.84%Q2 2013Q1 202027
BB&T SECURITIES, LLC 26260.00%0.00%0.01%Q2 2013Q3 201926
Kovack Advisors, Inc. 14120.02%0.04%0.06%Q3 2016Q3 202326
Bison Wealth, LLC 2240.06%0.08%0.10%Q2 2015Q2 202226
NEXT Financial Group, Inc 1410.00%0.15%0.58%Q2 2014Q4 202125
HARVEST CAPITAL MANAGEMENT INC 25250.07%0.82%5.60%Q2 2013Q2 201925
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.00%0.00%Q4 2013Q3 202325
MUFG Americas Holdings Corp 2010.00%0.00%0.01%Q4 2010Q4 201925
TRUIST FINANCIAL CORP 1620.00%0.00%0.00%Q4 2016Q3 202325
1832 Asset Management L.P. 1690.00%0.02%0.10%Q2 2013Q1 202125
NAPLES GLOBAL ADVISORS, LLC 1240.02%0.07%0.14%Q4 2013Q4 202025
FIRST MANHATTAN CO. LLC. 24240.00%0.00%0.00%Q2 2013Q1 201924
SeaCrest Wealth Management, LLC 24240.03%0.04%0.06%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.06%0.20%0.36%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Carroll Financial Associates, Inc. 24240.00%0.00%0.00%Q1 2016Q4 202124
FLAGSHIP HARBOR ADVISORS, LLC 24240.02%0.09%0.18%Q4 2017Q3 202324
Shaker Financial Services, LLC 810.12%0.95%2.82%Q2 2014Q3 202324
First Allied Advisory Services, Inc. 2030.00%0.04%0.11%Q2 2013Q3 201923
WHITTIER TRUST CO 23230.00%0.01%0.01%Q4 2015Q2 202123
Parisi Gray Wealth Management 2210.05%0.08%0.11%Q4 2017Q3 202323
Quad-Cities Investment Group, LLC 23230.06%0.11%0.14%Q1 2018Q3 202323
Tower Research Capital LLC (TRC) 1010.00%0.00%0.05%Q2 2013Q3 202323
THRIVENT FINANCIAL FOR LUTHERANS 1420.00%0.00%0.04%Q2 2013Q3 202323
NORTHERN TRUST CORP 1510.00%0.00%0.00%Q3 2013Q3 202322
AdvisorNet Financial, Inc 22220.00%0.00%0.01%Q2 2018Q3 202322
Bank of New York Mellon Corp 1810.00%0.00%0.00%Q2 2015Q4 202222
Sigma Planning Corp 830.00%0.01%0.05%Q4 2014Q4 202222
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.06%Q3 2018Q3 202321
WILLIAMS JONES & ASSOCIATES LLC 21210.00%0.01%0.01%Q2 2013Q2 201821
BDO Wealth Advisors, LLC 21210.00%0.00%0.00%Q2 2018Q2 202321
DOLIVER ADVISORS, LP 1310.04%0.75%2.62%Q1 2013Q2 202021
GOLDMAN SACHS GROUP INC 610.00%0.00%0.00%Q1 2012Q1 202021
B. Riley Wealth Management, Inc. 1040.00%0.02%0.03%Q1 2014Q2 202220
KMG FIDUCIARY PARTNERS, LLC 20200.39%0.80%1.41%Q4 2018Q3 202320
Cowen Prime Services LLC 20200.01%0.01%0.01%Q3 2016Q2 202120
First Horizon Advisors, Inc. 620.00%0.00%0.02%Q2 2014Q4 202220
9258 Wealth Management, LLC 20200.02%0.06%0.17%Q4 2018Q3 202320
DEUTSCHE BANK AG\ 1210.00%0.00%0.00%Q3 2013Q1 202220
Hilltop Holdings Inc. 20200.03%0.03%0.06%Q1 2015Q4 201920
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
Van Hulzen Asset Management, LLC 1140.01%0.02%0.04%Q3 2017Q3 202320
WealthBridge Capital Management, LLC 1360.05%0.05%0.08%Q4 2018Q3 202319
Meridian Wealth Advisors, LLC 1450.03%0.06%0.10%Q4 2018Q3 202319
Princeton Global Asset Management LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
Bartlett & Co. LLC 840.00%0.00%0.00%Q4 2018Q4 202319
Ford Financial Group, LLC 18180.04%0.07%0.11%Q3 2018Q4 202218
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
Copperwynd Financial, LLC 18180.06%0.09%0.16%Q1 2019Q2 202318
IFP Advisors, Inc 1410.00%0.02%0.05%Q4 2015Q3 202318
Jacobi Capital Management LLC 18180.01%0.02%0.04%Q2 2017Q3 202118
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
Western Wealth Management, LLC 1170.02%0.03%0.04%Q4 2018Q3 202318
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 1530.03%0.17%0.31%Q2 2014Q4 201918
CITY HOLDING CO 17170.00%0.01%0.02%Q4 2013Q4 201717
Stockman Wealth Management, Inc. 17170.03%0.05%0.08%Q3 2019Q3 202317
Bogart Wealth, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Diligent Investors, LLC 16160.06%0.07%0.07%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.13%0.19%0.33%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Merit Financial Group, LLC 16160.01%0.03%0.07%Q4 2019Q3 202316
COLONY GROUP LLC 1310.00%0.00%0.01%Q3 2014Q3 202316
Sterneck Capital Management, LLC 16160.11%0.32%0.74%Q2 2013Q1 201716
NATIONAL PLANNING CORP 1330.01%0.02%0.03%Q2 2013Q2 201716
SII INVESTMENTS INC/WI 810.01%0.03%0.07%Q2 2013Q4 201716
Marks Group Wealth Management, Inc 16160.20%0.29%0.40%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.04%0.05%0.06%Q4 2019Q3 202316
STEPHENS INC /AR/ 16160.00%0.01%0.01%Q2 2018Q1 202216
Rockefeller Capital Management L.P. 1510.00%0.01%0.02%Q3 2019Q3 202316
Sunbelt Securities, Inc. 1020.02%0.25%0.79%Q4 2014Q3 202316
MSI Financial Services Inc 15150.01%0.01%0.03%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Moors & Cabot, Inc. 15150.01%0.02%0.04%Q1 2020Q3 202315
Sound Income Strategies, LLC 15150.00%0.00%0.01%Q4 2017Q2 202115
J.W. COLE ADVISORS, INC. 1410.02%0.07%0.23%Q4 2019Q3 202315
V Wealth Advisors LLC 1010.02%0.05%0.09%Q2 2017Q4 202215
North Star Investment Management Corp. 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
CWM, LLC 1230.00%0.00%0.03%Q3 2018Q2 202215
Winslow, Evans & Crocker, Inc. 1410.00%0.07%0.11%Q4 2013Q4 202015
Global Retirement Partners, LLC 640.00%0.01%0.02%Q4 2016Q3 202315
Cranbrook Wealth Management, LLC 15150.04%0.09%0.10%Q1 2020Q3 202315
RFG Advisory, LLC 1010.01%1.12%2.64%Q2 2018Q2 202215
AMERICAN NATIONAL BANK 15150.00%0.00%0.00%Q1 2020Q3 202315
Concert Wealth Management Inc. 15150.00%0.02%0.04%Q2 2013Q4 201615
Karpus Management, Inc. 520.02%0.31%0.84%Q2 2013Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.03%0.08%0.17%Q1 2020Q3 202315
Wealth Alliance 1310.01%0.02%0.07%Q4 2019Q3 202314
IHT Wealth Management, LLC 1310.00%0.02%0.04%Q4 2016Q2 202114
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.03%0.13%0.28%Q4 2013Q3 202314
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.02%0.05%Q3 2015Q3 202314
Mosaic Family Wealth, LLC 14140.01%0.01%0.02%Q4 2015Q1 201914
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1220.00%0.03%0.05%Q2 2013Q2 202014
1607 Capital Partners, LLC 630.02%0.87%3.14%Q2 2013Q3 202314
FMR LLC 810.00%0.00%0.00%Q3 2018Q1 202314
Advocacy Wealth Management Services, LLC 1310.00%0.10%0.93%Q4 2015Q1 202214
Community Capital Management, LLC 1220.06%0.64%1.06%Q1 2019Q1 202314
INVESTMENT CENTERS OF AMERICA INC 1110.01%0.03%0.09%Q3 2013Q3 201714
Advisory Services Network, LLC 510.00%0.00%0.00%Q4 2015Q1 202313
Mutual Advisors, LLC 13130.01%0.02%0.05%Q4 2017Q4 202013
Retirement Group, LLC 940.02%0.04%0.07%Q2 2020Q3 202313
CAROLINAS WEALTH CONSULTING LLC 13130.03%0.04%0.06%Q3 2020Q3 202313
Global Endowment Management, LP 13130.06%0.09%0.13%Q2 2013Q2 201613
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
IFC Holdings Incorporated/FL 1210.04%0.07%0.09%Q2 2013Q4 201713
Arkadios Wealth Advisors 1210.00%0.05%0.15%Q4 2019Q3 202313
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 810.02%0.11%0.41%Q2 2013Q4 202013
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Belpointe Asset Management LLC 920.00%0.01%0.02%Q3 2019Q1 202313
FIRST INTERSTATE BANK 13130.00%0.00%0.00%Q3 2015Q3 201813
Orion Portfolio Solutions, LLC 13130.00%0.06%0.11%Q1 2020Q1 202313
1ST SOURCE BANK 13130.01%0.01%0.01%Q4 2014Q4 201713
Investors Capital Advisory Services 13130.03%0.04%0.09%Q2 2013Q2 201613
Plante Moran Financial Advisors, LLC 710.00%0.04%0.13%Q2 2014Q3 202313
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q3 2015Q2 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
David J Yvars Group 12120.36%0.47%0.60%Q4 2020Q3 202312
WFG Advisors, LP 1020.00%0.04%0.07%Q2 2013Q2 201712
Barnett & Company, Inc. 12120.01%0.01%0.01%Q2 2018Q1 202112
Krilogy Financial LLC 1110.01%0.01%0.03%Q3 2015Q3 201812
Syverson Strege & Co 12120.01%0.09%0.16%Q4 2020Q3 202312
JPMORGAN CHASE & CO 510.00%0.00%0.00%Q1 2016Q3 202312
Claraphi Advisory Network, LLC 1020.05%0.07%0.12%Q2 2019Q2 202212
Insight Advisors, LLC/ PA 12120.02%0.03%0.04%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.03%0.03%0.06%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Gladstone Institutional Advisory LLC 12120.01%0.02%0.07%Q4 2020Q3 202312
BlackRock Inc. 1110.00%0.00%0.00%Q4 2015Q2 202112
CoreFirst Bank & Trust 12120.02%0.02%0.03%Q4 2020Q3 202312
CapWealth Advisors, LLC 660.00%0.00%0.00%Q2 2013Q2 201612
Virtu KCG Holdings LLC 510.00%0.01%0.02%Q3 2013Q2 201712
Horan Securities, Inc. 710.01%0.02%0.05%Q4 2018Q2 202312
Capital CS Group, LLC 12120.11%0.23%0.43%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1010.00%0.01%0.02%Q4 2017Q1 202111
VSR Financial Services, Inc. 740.02%0.03%0.05%Q2 2013Q1 201611
Northstar Advisory Group, LLC 830.35%0.47%0.59%Q4 2020Q3 202311
COMMERCE BANK 11110.00%0.00%0.00%Q1 2021Q3 202311
Waterfront Wealth Inc. 11110.03%0.28%1.48%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.00%0.01%Q1 2021Q3 202311
FineMark National Bank & Trust 650.00%0.00%0.01%Q2 2013Q4 201611
CIBC Private Wealth Group, LLC 830.00%0.00%0.00%Q4 2017Q3 202211
Key FInancial Inc 11110.00%0.00%0.00%Q1 2021Q3 202311
BARCLAYS PLC 610.00%0.00%0.01%Q2 2013Q3 202011
OTA Financial Group L.P. 310.17%0.33%0.75%Q1 2014Q3 202211
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
NewEdge Advisors, LLC 730.00%0.00%0.01%Q4 2018Q3 202310
Ameritas Investment Company, LLC 910.00%0.04%0.06%Q4 2018Q3 202110
Cowen Prime Advisors LLC 910.01%0.01%0.01%Q2 2020Q2 202310
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q4 2014Q2 202210
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 640.00%0.00%0.00%Q2 2013Q1 201810
SVB WEALTH LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
PFG Advisors 620.01%0.02%0.05%Q4 2018Q4 202110
STOCK YARDS BANK & TRUST CO 10100.00%0.01%0.01%Q2 2021Q3 202310
SAX WEALTH ADVISORS, LLC 910.02%0.15%0.24%Q1 2021Q3 202310
Integrated Wealth Concepts LLC 730.00%0.01%0.02%Q3 2020Q3 202310
Glovista Investments LLC 910.04%0.92%2.68%Q4 2013Q4 201810
AllSquare Wealth Management LLC 10100.00%0.00%0.00%Q3 2019Q4 202110
InterOcean Capital, LLC 10100.07%0.09%0.11%Q2 2014Q3 201610
People's United Financial, Inc. 10100.00%0.00%0.00%Q1 2015Q2 201710
TWO SIGMA SECURITIES, LLC 310.00%0.02%0.08%Q3 2016Q2 20219
M Holdings Securities, Inc. 630.02%0.03%0.03%Q4 2020Q2 20239
Plancorp, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Argent Trust Co 720.01%0.04%0.06%Q4 2014Q2 20209
HOWE & RUSLING INC 720.00%0.00%0.01%Q1 2014Q2 20229
Cetera Investment Advisers 990.00%0.00%0.00%Q2 2021Q2 20239
Capital Investment Advisory Services, LLC 540.01%0.02%0.04%Q4 2018Q4 20229
Dakota Wealth Management 540.02%0.11%0.20%Q1 2020Q3 20239
VAN STRUM & TOWNE INC. 990.11%0.12%0.13%Q3 2014Q3 20169
Newman & Schimel, LLC 990.04%0.07%0.10%Q4 2020Q4 20229
Mascoma Wealth Management LLC 540.00%0.00%0.00%Q4 2017Q3 20229
CFO4Life, L.P. 990.10%0.17%0.39%Q4 2014Q4 20169
Herold Advisors, Inc. 990.02%0.04%0.06%Q3 2021Q3 20239
M&T BANK CORP 510.00%0.00%0.00%Q3 2014Q2 20199
CWA Asset Management Group, LLC 810.01%0.01%0.02%Q4 2020Q3 20239
SG Americas Securities, LLC 810.01%0.02%0.04%Q2 2013Q4 20159
Darwin Wealth Management, LLC 810.02%0.07%0.12%Q1 2017Q1 20209
Bruderman Asset Management, LLC 810.00%0.00%0.01%Q1 2015Q2 20179
High Net Worth Advisory Group LLC 990.10%0.31%0.42%Q4 2021Q4 20239
Gradient Investments LLC 810.00%0.00%0.00%Q4 2014Q4 20229
SENTINEL TRUST CO LBA 440.05%0.37%0.76%Q2 2013Q4 20158
Ancora Advisors LLC 880.01%0.02%0.03%Q4 2016Q3 20188
SHEPHERD KAPLAN KROCHUK, LLC 880.02%0.05%0.09%Q2 2013Q1 20158
Amplius Wealth Advisors, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Archford Capital Strategies, LLC 880.01%0.01%0.01%Q1 2014Q4 20158
CREATIVE FINANCIAL DESIGNS INC /ADV 880.00%0.00%0.00%Q3 2020Q2 20228
AE Wealth Management LLC 420.00%0.02%0.08%Q2 2017Q3 20208
MATRIX PRIVATE CAPITAL GROUP LLC 880.15%0.22%0.39%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.02%0.03%Q1 2019Q4 20208
Stelac Advisory Services LLC 410.06%0.09%0.16%Q2 2018Q4 20208
Gary Goldberg Planning Services Inc 880.01%0.01%0.02%Q1 2013Q4 20148
Wealth Management Solutions, LLC 880.05%0.05%0.06%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.22%0.28%0.40%Q4 2021Q3 20238
Clarius Group, LLC 880.08%0.08%0.09%Q2 2020Q1 20228
Neuberger Berman Group LLC 410.00%0.00%0.00%Q3 2014Q1 20228
Venture Visionary Partners LLC 620.01%0.02%0.03%Q2 2021Q3 20238
WEALTH EFFECTS LLC 880.20%0.26%0.31%Q4 2021Q3 20238
WADE G W & INC 530.02%0.06%0.10%Q2 2013Q2 20158
WFA of San Diego, LLC 710.02%0.28%0.47%Q2 2020Q2 20238
Confluence Wealth Services, Inc. 880.02%0.04%0.06%Q4 2021Q3 20238
MKT Advisors LLC 880.21%0.28%0.35%Q4 2021Q3 20238
SOUTH GEORGIA CAPITAL, LLC 880.05%0.12%0.17%Q4 2013Q3 20158
MASSMUTUAL TRUST CO FSB/ADV 410.00%0.01%0.02%Q2 2014Q3 20198
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Valentine Capital Asset Management, Inc. 530.46%0.65%0.90%Q2 2013Q2 20158
Klingman & Associates, LLC 880.00%0.00%0.00%Q4 2014Q3 20168
Relative Value Partners Group, LLC 410.01%0.02%0.03%Q4 2015Q4 20208
SILVERLAKE WEALTH MANAGEMENT LLC 880.15%0.18%0.21%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.02%0.02%0.03%Q2 2013Q1 20158
Citadel Advisors 210.00%0.00%0.00%Q4 2013Q3 20228
Ameritas Advisory Services, LLC 880.02%0.03%0.06%Q4 2021Q3 20238
LEO BROKERAGE, LLC 420.08%0.17%0.25%Q4 2020Q2 20238
CREDIT SUISSE AG/ 770.00%0.00%0.00%Q1 2013Q3 20147
Snowden Capital Advisors LLC 770.00%0.00%0.01%Q4 2021Q2 20237
Edge Wealth Management LLC 610.00%0.00%0.00%Q2 2013Q4 20177
Baystate Wealth Management LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Live Your Vision, LLC 610.00%0.00%0.00%Q3 2015Q4 20177
Onyx Bridge Wealth Group LLC 770.04%0.05%0.06%Q3 2021Q1 20237
Integrated Wealth Management 770.02%0.02%0.02%Q1 2015Q3 20167
Dominick & Dominick LLC 770.10%0.12%0.13%Q2 2013Q4 20147
Regent Investment Management LLC 770.01%0.04%0.05%Q1 2015Q3 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.01%Q2 2013Q4 20147
Index Management Solutions, LLC 770.00%0.24%0.48%Q2 2013Q4 20147
Global Financial Private Capital, Inc 770.01%0.02%0.03%Q3 2017Q1 20197
DUBUQUE BANK & TRUST CO 770.00%0.00%0.00%Q3 2016Q1 20187
HRT FINANCIAL LP 210.00%0.04%0.17%Q3 2017Q2 20227
Vident Investment Advisory, LLC 770.41%0.50%0.59%Q2 2015Q4 20167
ENTERPRISE FINANCIAL SERVICES CORP 770.02%0.02%0.02%Q1 2019Q3 20207
Certified Advisory Corp 510.00%0.01%0.02%Q4 2018Q1 20217
SAXON INTERESTS, INC. 770.42%0.55%0.66%Q4 2021Q2 20237
Cordasco Financial Network 610.00%0.02%0.02%Q4 2013Q2 20227
COMERICA BANK 310.00%0.00%0.01%Q2 2013Q3 20237
SIGNATUREFD, LLC 430.00%0.00%0.00%Q2 2015Q3 20187
Caprock Group, LLC 770.04%0.08%0.17%Q3 2015Q1 20177
SYNOVUS FINANCIAL CORP 770.00%0.00%0.00%Q3 2018Q1 20207
SEI INVESTMENTS CO 770.00%0.00%0.00%Q4 2016Q2 20187
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.00%Q4 2021Q2 20237
Regal Investment Advisors LLC 610.00%0.00%0.01%Q2 2013Q2 20217
Main Street Financial Solutions, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q3 2016Q2 20187
CAMBRIDGE TRUST CO 770.00%0.00%0.00%Q1 2022Q3 20237
Occidental Asset Management, LLC 430.03%0.05%0.06%Q4 2017Q1 20207
Raleigh Capital Management Inc. 770.00%0.01%0.01%Q4 2021Q2 20237
AXXCESS WEALTH MANAGEMENT, LLC 610.01%0.02%0.04%Q4 2021Q3 20237
Avory & Company, LLC 770.26%0.29%0.32%Q1 2022Q3 20237
Avior Wealth Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
FIDUCIARY TRUST CO 660.00%0.00%0.00%Q2 2022Q3 20236
U.S. Capital Wealth Advisors, LLC 660.00%0.11%0.15%Q3 2021Q4 20226
Atlas Private Wealth Advisors 660.01%0.01%0.01%Q2 2020Q3 20216
Legacy Financial Advisors, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 660.01%0.03%0.04%Q1 2020Q2 20216
Eudaimonia Partners, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
BerganKDV Wealth Management, LLC 420.00%0.03%0.06%Q3 2017Q4 20206
COMMONS CAPITAL, LLC 660.12%0.12%0.14%Q4 2021Q1 20236
Walleye Capital LLC 420.00%0.01%0.02%Q1 2019Q3 20236
MARINO, STRAM & ASSOCIATES LLC 660.01%0.02%0.02%Q4 2017Q1 20196
Beaumont Financial Partners, LLC 660.02%0.02%0.03%Q2 2013Q3 20146
AlphaMark Advisors, LLC 510.00%0.05%0.08%Q2 2013Q3 20236
Thomas J. Herzfeld Advisors, Inc. 510.01%0.11%0.20%Q2 2013Q4 20166
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
RMB Capital Management, LLC 310.01%0.05%0.15%Q3 2015Q3 20206
IBEX WEALTH ADVISORS 660.53%0.65%0.71%Q1 2019Q2 20206
Evanston Investments, Inc., dba Evanston Advisors 660.02%0.02%0.02%Q3 2017Q4 20186
PATHSTONE FAMILY OFFICE, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
COLDSTREAM CAPITAL MANAGEMENT INC 660.03%0.04%0.05%Q2 2013Q3 20146
CUE ADVISORY SERVICES, INC. 330.06%0.08%0.10%Q1 2015Q3 20186
BROWN BROTHERS HARRIMAN & CO 660.00%0.00%0.00%Q1 2014Q2 20156
Tradition Wealth Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
GIRARD PARTNERS LTD. 410.01%0.04%0.06%Q1 2016Q3 20186
Claro Advisors LLC 660.05%0.11%0.17%Q2 2022Q3 20236
ATWOOD & PALMER INC 550.00%0.00%0.00%Q4 2021Q4 20225
Perennial Investment Advisors, LLC 320.02%0.03%0.04%Q4 2021Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
UMB Bank, n.a. 550.00%0.00%0.00%Q4 2021Q4 20225
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
BROWN ADVISORY INC 410.00%0.00%0.00%Q1 2019Q3 20235
Avion Wealth 550.00%0.00%0.00%Q3 2022Q3 20235
Virtu Financial LLC 210.01%0.01%0.02%Q2 2019Q4 20225
WealthSpring Partners, LLC 550.13%0.14%0.16%Q3 2022Q3 20235
Edmonds Duncan Registered Investment Advisors, LLC 550.06%0.07%0.07%Q4 2015Q4 20165
Concord Wealth Partners 320.00%0.00%0.00%Q4 2021Q1 20235
Cerity Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Cooper Financial Group 550.03%0.05%0.07%Q3 2022Q3 20235
Ahrens Investment Partners LLC 410.02%0.11%0.35%Q3 2021Q1 20235
Blue Chip Partners, LLC 550.01%0.02%0.02%Q1 2021Q1 20225
OneDigital Investment Advisors LLC 550.00%0.00%0.00%Q2 2018Q2 20195
Antonetti Capital Management LLC 410.01%0.01%0.01%Q2 2010Q2 20225
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q1 2016Q3 20235
Beacon Capital Management, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
ADVISOR PARTNERS II, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
FormulaFolio Investments, LLC 210.00%0.02%0.04%Q3 2018Q4 20205
KMS FINANCIAL SERVICES, INC 550.03%0.03%0.03%Q3 2013Q3 20145
Crosspoint Capital Strategies, LLC 550.01%0.02%0.02%Q4 2013Q4 20145
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
LEVEL FOUR ADVISORY SERVICES, LLC 410.01%0.01%0.01%Q4 2021Q3 20235
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 550.01%0.01%0.01%Q4 2021Q4 20225
Beacon Pointe Advisors, LLC 210.00%0.02%0.09%Q4 2018Q3 20235
Modera Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Lenox Wealth Advisors, LLC 410.00%0.00%0.00%Q4 2019Q1 20225
ANCORA FAMILY WEALTH ADVISORS, LLC 550.17%0.26%0.32%Q3 2015Q3 20165
Independence Trust CO 550.09%0.10%0.10%Q2 2013Q2 20145
PRIVATE TRUST CO NA 550.00%0.00%0.00%Q3 2022Q3 20235
BAR HARBOR WEALTH MANAGEMENT 550.01%0.01%0.01%Q2 2022Q2 20235
AQR Arbitrage LLC 410.02%0.06%0.17%Q1 2020Q3 20235
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2013Q3 20235
Royal Fund Management, LLC 320.00%0.00%0.00%Q4 2016Q2 20185
Cornerstone Wealth Management, LLC 410.01%0.03%0.10%Q2 2018Q4 20205
Strategic Capital Group LLC 550.02%0.03%0.06%Q2 2013Q2 20145
Cresset Asset Management, LLC 310.00%0.01%0.02%Q1 2019Q3 20235
Ironwood Financial, llc 550.02%0.02%0.02%Q4 2018Q4 20195
CoreCap Advisors, LLC 550.00%0.19%0.26%Q4 2021Q4 20225
HBK Sorce Advisory LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Relative Value Partners, LLC 550.37%1.24%2.60%Q2 2013Q2 20145
Alpine Global Management, LLC 210.03%0.11%0.31%Q2 2017Q1 20204
PINNACLE ASSOCIATES LTD 210.00%0.00%0.00%Q3 2015Q4 20174
Community Bank, N.A. 440.00%0.00%0.00%Q4 2018Q3 20194
AQR Capital Management 310.01%0.03%0.05%Q4 2012Q4 20134
BADGLEY PHELPS & BELL INC 440.01%0.01%0.01%Q3 2020Q2 20214
BRASADA CAPITAL MANAGEMENT, LP 310.00%0.01%0.01%Q4 2017Q4 20184
Global Assets Advisory, LLC 440.11%0.19%0.34%Q4 2022Q3 20234
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
1919 Investment Counsel, LLC 220.00%0.00%0.00%Q2 2013Q3 20144
CIC Wealth, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.06%0.06%0.06%Q4 2020Q3 20214
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.00%0.00%Q4 2022Q3 20234
Running Point Capital Advisors, LLC 440.07%0.08%0.08%Q1 2022Q4 20224
Register Financial Advisors LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Weiss Asset Management LP 110.01%0.13%0.28%Q4 2016Q4 20224
Stratos Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.05%0.05%0.06%Q4 2022Q3 20234
NINE MASTS CAPITAL Ltd 210.09%0.34%0.49%Q3 2016Q3 20184
Elequin Capital, LP 440.14%0.35%0.72%Q4 2022Q3 20234
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Csenge Advisory Group 210.00%0.01%0.01%Q3 2018Q2 20224
Garden State Investment Advisory Services LLC 440.10%0.12%0.14%Q4 2022Q3 20234
Laidlaw Wealth Management LLC 440.03%0.11%0.14%Q4 2020Q3 20214
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
Stolper Co 440.13%0.13%0.13%Q3 2020Q2 20214
BLUEFIN CAPITAL MANAGEMENT, LLC 440.02%0.03%0.04%Q2 2022Q1 20234
LVZ, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
Semus Wealth Partners LLC 440.23%0.25%0.27%Q4 2022Q3 20234
DAVENPORT & Co LLC 440.01%0.01%0.01%Q2 2013Q1 20144
Foundations Investment Advisors, LLC 440.03%0.05%0.07%Q2 2018Q1 20194
Kavar Capital Partners, LLC 220.03%0.04%0.04%Q4 2013Q3 20154
SUNTRUST BANKS INC 440.00%0.00%0.00%Q4 2018Q3 20194
TCI Wealth Advisors, Inc. 210.00%0.01%0.01%Q4 2016Q1 20224
Allen Investment Management, LLC 440.02%0.03%0.04%Q2 2013Q1 20144
TFS CAPITAL LLC 210.02%0.03%0.04%Q3 2013Q3 20154
Strait & Sound Wealth Management LLC 440.11%0.16%0.20%Q4 2022Q3 20234
Valeo Financial Advisors, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
CITY NATIONAL BANK 310.00%0.00%0.00%Q4 2013Q1 20154
Summit Investment Advisory Services, LLC 440.06%0.08%0.11%Q4 2022Q3 20234
Stonebridge Capital Advisors LLC 310.01%0.01%0.01%Q1 2022Q3 20234
Alaethes Wealth LLC 440.04%0.05%0.05%Q2 2021Q1 20224
BANK OF NOVA SCOTIA 310.01%0.02%0.02%Q4 2016Q1 20184
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
First Command Financial Services, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
Atomi Financial Group, Inc. 330.10%0.14%0.17%Q1 2023Q3 20233
Allworth Financial LP 330.00%0.00%0.00%Q1 2023Q3 20233
Bridgeworth, LLC 210.01%0.05%0.08%Q2 2018Q1 20223
Realta Investment Advisors 330.01%0.01%0.01%Q2 2019Q4 20193
Bell & Brown Wealth Advisors, LLC 330.08%0.08%0.08%Q1 2019Q3 20193
Ballew Advisors, Inc 330.01%0.01%0.01%Q1 2018Q3 20183
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
New Harbor Financial Group, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Versant Capital Management, Inc 330.01%0.01%0.01%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Essex Savings Bank 330.01%0.01%0.01%Q4 2018Q2 20193
NewEdge Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MGO ONE SEVEN LLC 210.02%0.02%0.02%Q4 2017Q4 20183
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Argent Wealth Management LLC 330.28%0.34%0.45%Q4 2019Q2 20203
Brookstone Capital Management 210.00%0.02%0.02%Q2 2015Q3 20233
Personal Capital Advisors Corp 330.00%0.00%0.00%Q2 2022Q4 20223
CLEAR STREET MARKETS LLC 110.01%0.02%0.03%Q2 2015Q4 20183
Kingsbury Capital Investment Advisors LLC 330.27%0.29%0.29%Q1 2022Q3 20223
Kovitz Investment Group Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WealthPLAN Partners, LLC 210.00%0.01%0.01%Q3 2016Q2 20233
Strategic Capital Alternatives LLC 210.02%0.02%0.02%Q3 2014Q2 20153
Piscataqua Savings Bank 330.00%0.00%0.00%Q2 2022Q4 20223
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2014Q4 20163
Golden State Wealth Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
HALBERT HARGROVE GLOBAL ADVISORS, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Capital Analysts, LLC 330.00%0.00%0.01%Q4 2017Q2 20183
Horizon Wealth Management, LLC 330.05%0.05%0.06%Q4 2021Q2 20223
UNITED CAPITAL FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q3 2017Q4 20203
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.00%0.00%0.00%Q4 2015Q2 20163
CLOUGH CAPITAL PARTNERS L P 210.15%0.25%0.41%Q4 2016Q1 20183
Live Oak Investment Partners 330.00%0.00%0.00%Q4 2022Q2 20233
Spectrum Management Group, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Pathway Financial Advisors LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Advisor Resource Council 110.07%0.08%0.09%Q2 2021Q2 20223
MACROVIEW INVESTMENT MANAGEMENT LLC 330.01%0.01%0.02%Q3 2013Q1 20143
CALTON & ASSOCIATES, INC. 210.00%0.03%0.04%Q4 2017Q1 20193
Genesis Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Robertson Stephens Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
FIRST FOUNDATION ADVISORS 330.08%0.09%0.11%Q2 2013Q4 20133
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2022Q3 20223
MANAGED ACCOUNT ADVISORS LLC 330.00%0.00%0.00%Q3 2014Q1 20153
Capital Investment Advisors, LLC 210.01%0.01%0.01%Q3 2017Q3 20183
Apollon Wealth Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Ruggie Capital Group 210.00%0.00%0.00%Q4 2017Q3 20183
CORNERSTONE ADVISORS INC 110.06%0.08%0.10%Q4 2015Q1 20193
NOMURA HOLDINGS INC 210.00%0.00%0.00%Q4 2012Q3 20133
Aurora Investment Counsel 210.04%0.04%0.04%Q4 2018Q3 20193
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.00%0.01%0.03%Q2 2022Q1 20233
ShoreHaven Wealth Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Aevitas Wealth Management, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
Addison Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Hennion & Walsh Asset Management, Inc. 220.01%0.02%0.03%Q1 2021Q2 20212
Filament LLC 220.03%0.04%0.05%Q2 2018Q3 20182
Lehman Financial Resources, Inc. 220.00%0.00%0.00%Q4 2012Q1 20132
Lido Advisors, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.01%0.02%0.03%Q4 2016Q2 20212
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2013Q4 20142
IEQ CAPITAL, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Evercore Wealth Management, LLC 110.00%0.01%0.01%Q3 2014Q3 20162
Inscription Capital, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Cornerstone Advisors, LLC 220.23%0.36%0.48%Q2 2023Q3 20232
Bulldog Investors, LLP 220.10%0.11%0.12%Q4 2012Q1 20132
MOTCO 220.00%0.00%0.00%Q1 2021Q2 20212
Financial Architects, Inc 220.01%0.01%0.01%Q3 2019Q4 20192
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Busey Bank 220.01%0.01%0.01%Q3 2019Q4 20192
CENTRAL TRUST Co 110.00%0.00%0.01%Q2 2013Q4 20172
ORG Partners LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Bellwether Investment Group, LLC 110.23%0.52%0.82%Q2 2016Q4 20162
EP Wealth Advisors, LLC 110.00%0.01%0.02%Q4 2017Q1 20222
Lee Financial Co 220.00%0.00%0.00%Q3 2018Q4 20182
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q3 2015Q1 20162
IBERIABANK CORP 220.08%0.08%0.08%Q1 2015Q2 20152
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
First Command Bank 220.01%0.01%0.01%Q1 2022Q2 20222
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2015Q1 20162
FinTrust Capital Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Trilogy Capital Inc. 220.00%0.00%0.01%Q2 2018Q3 20182
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
COUNTRY TRUST BANK 220.00%0.00%0.00%Q3 2015Q4 20152
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.00%0.00%0.00%Q3 2018Q4 20182
Lifeworks Advisors, LLC 220.22%0.26%0.30%Q1 2022Q2 20222
Integrated Investment Consultants, LLC 110.02%0.02%0.02%Q3 2017Q1 20182
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q2 20232
Badgley Phelps Wealth Managers, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
AFT, FORSYTH & COMPANY, INC. 220.04%0.04%0.04%Q2 2013Q3 20132
BOKF, NA 220.00%0.00%0.00%Q3 2022Q4 20222
Brio Consultants, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
ASSETMARK, INC 110.00%0.00%0.00%Q2 2021Q1 20222
Endurance Wealth Management, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
MCIA Inc 220.02%0.02%0.02%Q2 2017Q3 20172
Jane Street Holding, LLC 220.00%0.00%0.01%Q3 2013Q4 20132
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.01%Q3 2017Q3 20192
J.P. Morgan Private Wealth Advisors LLC 220.09%0.10%0.11%Q2 2013Q3 20132
WealthTrust-Arizona, LLC 220.02%0.02%0.02%Q4 2013Q1 20142
AMUSSEN HUNSAKER ASSOCIATES LLC 220.02%0.02%0.02%Q2 2018Q3 20182
HL FINANCIAL SERVICES LLC 220.00%0.00%0.00%Q3 2014Q4 20142
MONETA GROUP INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2019Q2 20192
EPG Wealth Management LLC 220.01%0.01%0.02%Q4 2019Q1 20202
FNY Partners Fund LP 220.00%0.00%0.01%Q4 2016Q1 20172
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2015Q2 20162
Gratus Capital, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Barrett Asset Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Sutton Wealth Advisors Inc. 110.05%0.05%0.05%Q3 2018Q3 20181
Guild Investment Management, Inc. 113.46%3.46%3.46%Q3 2014Q3 20141
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Scissortail Wealth Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
CAPITAL CITY TRUST CO/FL 110.00%0.00%0.00%Q2 2013Q2 20131
JD CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q4 2020Q4 20201
WHITENER CAPITAL MANAGEMENT, INC. 110.14%0.14%0.14%Q4 2017Q4 20171
XTX Topco Ltd 110.06%0.06%0.06%Q2 2021Q2 20211
Winfield Associates, Inc. 110.07%0.07%0.07%Q3 2015Q3 20151
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NATIXIS ADVISORS, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
Anchor Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
HBW ADVISORY SERVICES LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.05%0.05%0.05%Q2 2016Q2 20161
Arete Wealth Advisors, LLC 110.18%0.18%0.18%Q4 2017Q4 20171
Newbridge Financial Services Group, Inc. 110.02%0.02%0.02%Q3 2020Q3 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Steinberg Global Asset Management 110.02%0.02%0.02%Q4 2016Q4 20161
Squarepoint Ops LLC 110.02%0.02%0.02%Q4 2015Q4 20151
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Apriem Advisors 110.00%0.00%0.00%Q2 2014Q2 20141
TIEDEMANN ADVISORS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
UNIO CAPITAL LLC 110.10%0.10%0.10%Q4 2017Q4 20171
Diversified Portfolios, Inc. 110.08%0.08%0.08%Q1 2022Q1 20221
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Aviance Capital Partners, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Visium Asset Management, LP 110.01%0.01%0.01%Q2 2013Q2 20131
Integrated Advisors Network LLC 110.02%0.02%0.02%Q4 2019Q4 20191
InterOcean Capital Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Garrett Wealth Advisory Group, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
COHEN & STEERS CAPITAL MANAGEMENT INC 110.05%0.05%0.05%Q1 2015Q1 20151
SCHWARTZ INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q2 2015Q2 20151
LWM Advisory Services, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Glassman Wealth Services 110.02%0.02%0.02%Q4 2015Q4 20151
Vanguard Capital Wealth Advisors 110.13%0.13%0.13%Q4 2017Q4 20171
Allspring Global Investments Holdings, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
EULAV Asset Management 110.01%0.01%0.01%Q2 2017Q2 20171
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
TELEMUS CAPITAL, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
ADVISOR PARTNERS LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Diversified, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Kalos Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
SevenBridge Financial Group, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
CFO4Life Group, LLC 110.10%0.10%0.10%Q1 2017Q1 20171
RIVERNORTH CAPITAL MANAGEMENT, LLC 111.00%1.00%1.00%Q2 2013Q2 20131
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q1 2020Q1 20201
INSIGHT 2811, INC. 110.06%0.06%0.06%Q2 2020Q2 20201
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TIAA, FSB 110.00%0.00%0.00%Q2 2021Q2 20211
Tower View Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q1 20211
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Whitnell & Co. 110.01%0.01%0.01%Q2 2013Q2 20131
Starfire Investment Advisers, Inc. 112.42%2.42%2.42%Q4 2017Q4 20171
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Haverford Trust Co 110.00%0.00%0.00%Q2 2015Q2 20151
Laurion Capital Management LP 110.03%0.03%0.03%Q4 2016Q4 20161
Jump Financial, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
CHURCHILL MANAGEMENT Corp 110.00%0.00%0.00%Q4 2014Q4 20141
Sandy Spring Bank 110.00%0.00%0.00%Q2 2023Q2 20231
ExodusPoint Capital Management, LP 110.01%0.01%0.01%Q3 2021Q3 20211
COWEN INC. 110.01%0.01%0.01%Q3 2014Q3 20141
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Homrich & Berg 110.00%0.00%0.00%Q3 2020Q3 20201
Cornerstone Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
FNY Managed Accounts LLC 110.12%0.12%0.12%Q3 2015Q3 20151
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Pinnacle Wealth Management Advisory Group, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q1 2017Q1 20171
One Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
MARINER INVESTMENT GROUP LLC 110.64%0.64%0.64%Q4 2016Q4 20161
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
McAdams Wright Ragen, Inc. 110.04%0.04%0.04%Q3 2014Q3 20141
BANK OF STOCKTON 110.05%0.05%0.05%Q3 2023Q3 20231
Walleye Trading LLC 110.00%0.00%0.00%Q1 2019Q1 20191
RBA Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Sequoia Financial Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Byrne Asset Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Squar Milner Financial Services LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
VALLEY NATIONAL ADVISERS INC 110.01%0.01%0.01%Q3 2018Q3 20181
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Capital Wealth Planning, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Corbenic Partners LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
CNB Bank 110.02%0.02%0.02%Q3 2022Q3 20221
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Sabal Trust CO 110.01%0.01%0.01%Q4 2018Q4 20181
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Capital Bank & Trust Co 110.00%0.00%0.00%Q2 2019Q2 20191
Koesten, Hirschmann & Crabtree, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q3 2023Q3 20231
Checchi Capital Advisers, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.20%0.20%0.20%Q4 2020Q4 20201
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Trust Co 110.01%0.01%0.01%Q3 2019Q3 20191
Alpine Group USVI, LLC 110.04%0.04%0.04%Q2 2017Q2 20171
Carnick & Kubik, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Freestone Capital Holdings, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
SOL Capital Management CO 110.03%0.03%0.03%Q3 2022Q3 20221
KPP Advisory Services LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2013Q4 20131
LexAurum Advisors, LLC 110.16%0.16%0.16%Q4 2017Q4 20171
Arlington Partners LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Hudock, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
55I, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Gupta Wealth Management LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Vantage Investment Advisors, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
WESPAC Advisors SoCal, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
ROCKLAND TRUST CO 110.01%0.01%0.01%Q4 2018Q4 20181
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2018Q4 20181
Weil Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Flow State Investments, L.P. 110.04%0.04%0.04%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Heritage Trust Co 110.01%0.01%0.01%Q1 2017Q1 20171
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Jefferies Group LLC 110.00%0.00%0.00%Q3 2014Q3 20141
External links

This page lists all the filers that currently own EATON VANCE TAX MNGD GBL DV or have owned EATON VANCE TAX MNGD GBL DV in the past.