| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TOWER BRIDGE ADVISORS | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 10 |
| Lake Point Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
| First City Capital Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2013 | Q3 2013 | 1 |
| Janney Montgomery Scott LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
| Ledyard National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2011 | Q1 2011 | 1 |
| MOTCO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
This page lists all the filers that currently own LORD ABBETT AFFILIATE or have owned LORD ABBETT AFFILIATE in the past.