NUVEEN AMT FREE QLTY MUN INC shareholder history

Current and past NUVEEN AMT FREE QLTY MUN INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
US BANCORP \DE\ 45450.00%0.00%0.00%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.01%0.02%Q2 2013Q2 202445
RAYMOND JAMES TRUST N.A. 45450.02%0.04%0.09%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.01%Q2 2013Q2 202445
DAVENPORT & Co LLC 45450.00%0.01%0.03%Q2 2013Q2 202445
VAN ECK ASSOCIATES CORP 45450.00%0.03%0.06%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.01%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.01%0.03%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.01%Q2 2013Q2 202445
Creative Planning 45450.00%0.00%0.01%Q2 2013Q2 202445
LPL Financial LLC 29150.00%0.01%0.06%Q2 2013Q2 202444
Janney Montgomery Scott LLC 44440.01%0.01%0.04%Q3 2013Q2 202444
HighTower Advisors, LLC 44440.00%0.03%0.10%Q3 2013Q2 202444
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31130.00%0.01%0.02%Q2 2013Q2 202444
GUGGENHEIM CAPITAL LLC 33100.00%0.15%0.45%Q2 2013Q2 202443
Karpus Management, Inc. 2870.01%2.42%8.15%Q2 2013Q2 202443
Raymond James Financial Services Advisors, Inc. 2680.01%0.02%0.06%Q2 2013Q2 202443
RAYMOND JAMES & ASSOCIATES 4210.00%0.01%0.02%Q2 2013Q2 202443
FIFTH THIRD BANCORP 43430.00%0.00%0.01%Q2 2013Q4 202343
BENJAMIN F. EDWARDS & COMPANY, INC. 32110.00%0.04%0.20%Q2 2013Q2 202443
AMERIPRISE FINANCIAL INC 43430.00%0.00%0.01%Q4 2013Q2 202443
HOLLENCREST CAPITAL MANAGEMENT 43430.01%0.06%0.15%Q4 2013Q2 202443
GOODWIN DANIEL L 42420.34%0.80%1.64%Q2 2013Q3 202342
Advisory Services Network, LLC 3010.00%0.02%0.06%Q4 2013Q2 202439
UBS Group AG 39390.00%0.01%0.03%Q4 2014Q2 202439
JFS WEALTH ADVISORS, LLC 39390.00%0.77%1.37%Q4 2014Q2 202439
STIFEL FINANCIAL CORP 39390.00%0.02%0.04%Q4 2014Q2 202439
Oxbow Advisors, LLC 22150.05%1.30%2.68%Q2 2013Q3 202337
Summit Financial Wealth Advisors, LLC 37370.05%0.26%0.47%Q2 2015Q2 202437
FIRST UNITED BANK & TRUST 37370.06%0.13%0.22%Q2 2013Q2 202237
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2610.04%0.24%0.77%Q4 2013Q2 202437
Invesco Ltd. 3250.00%0.00%0.01%Q2 2013Q2 202437
Roble, Belko & Company, Inc 36360.00%0.05%0.16%Q2 2015Q1 202436
Private Advisor Group, LLC 2550.00%0.01%0.04%Q1 2014Q2 202436
CWM, LLC 24110.00%0.00%0.01%Q3 2015Q2 202435
Baird Financial Group, Inc. 3230.00%0.01%0.02%Q2 2015Q2 202435
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1970.03%0.14%0.30%Q2 2015Q2 202435
ALLIANCEBERNSTEIN L.P. 3050.00%0.00%0.00%Q1 2014Q2 202435
COHEN & STEERS, INC. 3230.00%0.01%0.02%Q3 2015Q2 202435
Geneos Wealth Management Inc. 34340.00%0.02%0.03%Q1 2016Q2 202434
RIVERNORTH CAPITAL MANAGEMENT, LLC 3220.01%3.86%8.33%Q4 2013Q2 202434
Tradewinds Capital Management, LLC 34340.00%0.48%1.46%Q4 2013Q1 202234
M&R CAPITAL MANAGEMENT INC 33330.00%0.00%0.00%Q2 2016Q2 202433
SIT INVESTMENT ASSOCIATES INC 3210.01%0.74%1.34%Q2 2013Q2 202433
Advisors Asset Management, Inc. 3210.03%0.08%0.14%Q2 2013Q2 202433
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Cambridge Investment Research Advisors, Inc. 3210.01%0.01%0.02%Q1 2014Q2 202433
OPPENHEIMER & CO INC 3210.01%0.01%0.02%Q2 2013Q2 202433
Mariner, LLC 32320.00%0.01%0.02%Q3 2016Q2 202432
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20120.01%0.03%0.05%Q2 2013Q1 202232
NORTHERN TRUST CORP 32320.00%0.00%0.00%Q3 2016Q2 202432
Curi RMB Capital, LLC 2910.00%0.02%0.25%Q2 2013Q1 202432
Capital Investment Advisors, LLC 32320.10%0.15%0.22%Q3 2016Q2 202432
WEDBUSH SECURITIES INC 32320.01%0.04%0.09%Q3 2016Q2 202432
MACKAY SHIELDS LLC 32320.15%0.44%1.32%Q3 2016Q2 202432
Sandy Spring Bank 32320.00%0.02%0.03%Q3 2016Q2 202432
FIRST TRUST ADVISORS LP 32320.00%0.00%0.01%Q3 2016Q2 202432
CULLEN/FROST BANKERS, INC. 2910.00%0.01%0.02%Q2 2013Q2 202432
WHITTIER TRUST CO OF NEVADA INC 32320.00%0.05%0.13%Q3 2016Q2 202432
FIRST FOUNDATION ADVISORS 31310.01%0.04%0.12%Q2 2016Q4 202331
North Star Investment Management Corp. 31310.01%0.02%0.02%Q4 2016Q2 202431
WESBANCO BANK INC 17140.02%0.04%0.06%Q3 2016Q2 202431
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2920.00%0.01%0.02%Q2 2013Q3 202331
Sigma Planning Corp 17140.01%0.03%0.06%Q4 2014Q2 202431
WEBSTER BANK, N. A. 31310.01%0.01%0.02%Q4 2016Q2 202431
IHT Wealth Management, LLC 31310.00%0.10%0.24%Q4 2016Q2 202431
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 31310.03%0.06%0.09%Q4 2016Q2 202431
Cetera Advisor Networks LLC 2210.00%0.01%0.04%Q2 2013Q4 202330
MML INVESTORS SERVICES, LLC 30300.00%0.01%0.02%Q1 2017Q2 202430
Arete Wealth Advisors, LLC 1360.10%0.25%0.69%Q3 2016Q2 202430
Cetera Investment Advisers 2460.00%0.06%0.17%Q3 2016Q1 202430
Kistler-Tiffany Companies, LLC 2810.00%0.00%0.04%Q2 2013Q2 202329
Snowden Capital Advisors LLC 2270.01%0.03%0.06%Q2 2016Q2 202429
WHITTIER TRUST CO 29290.00%0.02%0.05%Q3 2016Q3 202329
Sheaff Brock Investment Advisors, LLC 15140.01%0.02%0.05%Q4 2015Q2 202429
Vivaldi Capital Management LP 2720.00%0.64%1.93%Q1 2017Q2 202429
Riggs Asset Managment Co. Inc. 29290.01%0.07%1.66%Q3 2016Q3 202329
Steward Partners Investment Advisory, LLC 2270.00%0.02%0.06%Q1 2017Q2 202429
Bartlett & Co. LLC 1370.00%0.00%0.00%Q3 2016Q4 202328
Bogart Wealth, LLC 28280.00%0.01%0.02%Q3 2017Q2 202428
M&T BANK CORP 2350.00%0.00%0.00%Q2 2013Q2 202428
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 28280.10%0.51%1.11%Q3 2017Q2 202428
TRUIST FINANCIAL CORP 18100.00%0.01%0.02%Q1 2017Q1 202428
ROBINSON CAPITAL MANAGEMENT, LLC 1420.00%3.23%6.02%Q4 2015Q2 202428
COMMONWEALTH EQUITY SERVICES, LLC 27270.01%0.03%0.05%Q4 2017Q2 202427
Successful Portfolios LLC 27270.23%0.36%0.57%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
BAR HARBOR WEALTH MANAGEMENT 27270.01%0.02%0.02%Q4 2017Q2 202427
Fiera Capital Corp 1720.00%0.02%0.04%Q4 2015Q2 202426
AE Wealth Management LLC 26260.00%0.01%0.03%Q1 2018Q2 202426
Capital Analysts, LLC 26260.00%0.00%0.00%Q1 2018Q2 202426
BB&T SECURITIES, LLC 26260.00%0.02%0.05%Q2 2013Q3 201926
MGO ONE SEVEN LLC 2420.01%0.04%0.10%Q4 2017Q2 202426
AdvisorNet Financial, Inc 2330.00%0.01%0.02%Q4 2017Q2 202426
KEYBANK NATIONAL ASSOCIATION/OH 26260.00%0.00%0.00%Q3 2016Q4 202226
MAD RIVER INVESTORS 26260.18%0.42%0.69%Q3 2016Q4 202226
Financial Management Professionals, Inc. 2230.00%0.01%0.03%Q1 2018Q2 202425
STEPHENS INC /AR/ 25250.00%0.01%0.01%Q2 2018Q2 202425
ProVise Management Group, LLC 25250.02%0.03%0.06%Q3 2016Q3 202225
Stratos Wealth Partners, LTD. 1710.01%0.02%0.05%Q3 2016Q2 202425
Community Bank & Trust, Waco, Texas 1780.04%0.08%0.13%Q3 2016Q3 202325
ENVESTNET ASSET MANAGEMENT INC 2230.00%0.00%0.00%Q1 2016Q2 202425
Founders Capital Management 15100.02%0.04%0.07%Q4 2017Q2 202425
Thomas J. Herzfeld Advisors, Inc. 1810.01%0.06%0.24%Q2 2013Q4 202325
PEOPLES FINANCIAL SERVICES CORP. 24240.02%0.03%0.04%Q1 2016Q4 202124
ASSETMARK, INC 24240.00%0.00%0.00%Q4 2015Q3 202124
Wealth Advisors of Tampa Bay, LLC 24240.10%0.77%1.60%Q4 2017Q3 202324
BARTLETT & CO. WEALTH MANAGEMENT LLC 1590.00%0.00%0.00%Q1 2018Q1 202424
D.A. DAVIDSON & CO. 1910.00%0.01%0.03%Q2 2013Q2 202424
Claybrook Capital, LLC 24240.01%1.54%2.27%Q4 2017Q3 202324
Dakota Wealth Management 24240.05%0.44%1.09%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
GARRISON BRADFORD & ASSOCIATES INC 12110.15%0.31%0.42%Q2 2013Q1 201923
Koshinski Asset Management, Inc. 23230.02%0.18%1.01%Q1 2017Q3 202223
Horizon Kinetics 23230.00%0.09%0.23%Q2 2013Q4 201823
SALEM INVESTMENT COUNSELORS INC 1580.00%0.00%0.01%Q4 2016Q3 202223
Patriot Financial Group Insurance Agency, LLC 23230.01%0.02%0.06%Q4 2016Q2 202223
TrinityPoint Wealth, LLC 23230.07%0.89%1.81%Q4 2018Q2 202423
StrategIQ Financial Group, LLC 23230.09%0.27%0.45%Q2 2018Q4 202323
Laurel Wealth Advisors, Inc. 23230.02%0.07%0.23%Q3 2016Q1 202223
Pinnacle Wealth Planning Services, Inc. 1520.02%0.07%0.19%Q4 2017Q2 202423
JPMORGAN CHASE & CO 1210.00%0.00%0.00%Q4 2015Q1 202423
HUNTINGTON NATIONAL BANK 1310.00%0.00%0.00%Q4 2011Q2 202423
Sowell Financial Services LLC 1010.00%0.04%0.06%Q4 2016Q3 202323
Rockefeller Capital Management L.P. 22220.00%0.04%0.06%Q1 2019Q2 202422
IFP Advisors, Inc 1480.00%0.01%0.04%Q4 2015Q4 202322
NWAM LLC 22220.02%0.20%0.38%Q4 2015Q1 202122
USCA RIA LLC 1660.01%0.07%0.16%Q4 2015Q2 202122
Congress Park Capital LLC 22221.13%3.16%6.01%Q1 2019Q2 202422
MERCER GLOBAL ADVISORS INC /ADV 22220.00%0.01%0.01%Q1 2019Q2 202422
DELTA ASSET MANAGEMENT LLC/TN 22220.00%0.00%0.01%Q3 2016Q4 202122
IBEX WEALTH ADVISORS 1910.03%0.63%1.34%Q4 2016Q4 202222
Beaumont Financial Partners, LLC 22220.02%0.06%0.15%Q4 2016Q1 202222
HORIZON KINETICS ASSET MANAGEMENT LLC 22220.07%0.17%0.33%Q1 2019Q2 202422
Jupiter Wealth Management LLC 22220.20%1.34%2.75%Q1 2019Q2 202422
SevenBridge Financial Group, LLC 1830.07%0.13%0.16%Q4 2016Q1 202221
Ancora Advisors LLC 1610.00%0.00%0.02%Q2 2013Q2 202421
1832 Asset Management L.P. 1830.00%0.01%0.02%Q3 2016Q2 202321
Global Retirement Partners, LLC 21210.00%0.00%0.02%Q2 2019Q2 202421
Edmonds Duncan Registered Investment Advisors, LLC 21210.22%0.29%0.43%Q2 2019Q2 202421
Freestone Capital Holdings, LLC 1510.00%0.03%0.15%Q3 2015Q2 202421
CIBC Private Wealth Group LLC 1830.00%0.00%0.01%Q4 2018Q2 202421
CAPTRUST FINANCIAL ADVISORS 850.00%0.00%0.00%Q2 2013Q2 202420
Dynamic Advisor Solutions LLC 1280.01%0.03%0.05%Q1 2018Q1 202320
EVOKE WEALTH, LLC 20200.05%0.14%0.64%Q3 2019Q2 202420
Vantage Investment Advisors, LLC 20200.00%0.02%0.03%Q4 2013Q3 201820
Family Management Corp 20200.04%0.33%1.13%Q4 2018Q3 202320
First Allied Advisory Services, Inc. 710.00%0.04%0.17%Q2 2013Q3 202020
Edge Wealth Management LLC 1460.01%0.24%0.54%Q2 2016Q2 202120
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
Highlander Capital Management, LLC 20200.01%0.01%0.01%Q2 2013Q1 201820
PARK AVENUE SECURITIES LLC 1710.00%0.02%0.03%Q1 2019Q2 202420
Cresset Asset Management, LLC 20200.00%0.03%0.08%Q3 2019Q2 202420
WASHINGTON TRUST Co 1810.00%0.00%0.00%Q2 2018Q2 202419
GILL CAPITAL PARTNERS, LLC 1811.01%3.75%4.88%Q4 2018Q2 202419
DIXON HUBARD FEINOUR & BROWN INC/VA 19190.02%0.05%0.07%Q3 2016Q1 202119
Taylor Hoffman Wealth Management 1090.01%0.09%0.13%Q4 2017Q3 202219
DELPHI FINANCIAL GROUP, INC. 19190.92%2.12%4.20%Q4 2018Q2 202319
BDO Wealth Advisors, LLC 1320.00%0.06%0.20%Q2 2017Q2 202319
OPTIMUM INVESTMENT ADVISORS 1540.01%0.03%0.20%Q4 2015Q3 202119
Sunbelt Securities, Inc. 810.02%0.09%0.23%Q4 2014Q2 202419
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 19190.10%0.14%0.22%Q4 2019Q2 202419
Rock Point Advisors, LLC 19190.09%0.20%0.39%Q4 2019Q2 202419
HARBOR INVESTMENT ADVISORY, LLC 19190.00%0.01%0.01%Q4 2019Q2 202419
Choate Investment Advisors 19190.01%0.02%0.02%Q3 2019Q1 202419
Transform Wealth, LLC 930.02%0.06%0.20%Q3 2016Q4 202319
COMMERCE BANK 910.00%0.00%0.00%Q2 2013Q2 202319
Element Wealth, LLC 19190.22%0.41%0.68%Q4 2019Q2 202419
Beacon Capital Management, Inc. 1270.00%0.02%0.05%Q4 2013Q4 202219
FNY Investment Advisers, LLC 510.00%0.05%0.12%Q2 2018Q1 202418
Moors & Cabot, Inc. 18180.01%0.07%0.15%Q1 2020Q2 202418
TRUSTCORE FINANCIAL SERVICES, LLC 1440.00%0.16%0.39%Q4 2017Q2 202218
Winslow, Evans & Crocker, Inc. 18180.01%0.02%0.06%Q3 2016Q4 202018
Financial Architects, Inc 1510.00%0.00%0.00%Q2 2014Q3 201918
Allworth Financial LP 1350.00%0.00%0.00%Q1 2019Q2 202418
HBK Sorce Advisory LLC 18180.01%0.03%0.06%Q3 2016Q4 202018
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.00%0.02%Q2 2013Q1 202418
Hudock, Inc. 18180.00%0.01%0.05%Q2 2013Q3 201718
BOKF, NA 1260.01%0.01%0.02%Q4 2019Q2 202418
Sound View Wealth Advisors Group, LLC 990.01%0.04%0.06%Q2 2019Q4 202318
Bramshill Investments, LLC 18182.44%6.54%9.40%Q1 2020Q2 202418
Commonwealth Equity Services, Inc 18180.01%0.03%0.07%Q2 2013Q3 201718
Savant Capital, LLC 18180.02%0.08%0.21%Q1 2020Q2 202418
CENTRAL TRUST Co 1710.00%0.00%0.01%Q4 2017Q2 202418
Belpointe Asset Management LLC 1610.01%0.03%0.06%Q4 2017Q1 202318
SeaCrest Wealth Management, LLC 1350.02%0.03%0.09%Q4 2017Q1 202318
OSAIC HOLDINGS, INC. 18180.01%0.01%0.02%Q1 2020Q2 202418
NewEdge Advisors, LLC 1340.00%0.02%0.03%Q1 2020Q2 202417
Acorn Wealth Advisors, LLC 1430.06%0.10%0.12%Q4 2017Q2 202417
SMH CAPITAL ADVISORS INC 1340.18%0.33%0.77%Q4 2019Q2 202417
Concert Wealth Management Inc. 17170.00%0.07%0.37%Q2 2013Q2 201717
AQR Arbitrage LLC 1010.00%0.10%0.38%Q1 2015Q2 202417
1607 Capital Partners, LLC 17170.35%0.51%0.81%Q3 2016Q3 202017
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q3 2015Q2 202417
Wealthcare Advisory Partners LLC 810.01%0.01%0.01%Q2 2018Q2 202317
Ceeto Capital Group, LLC 1610.08%0.11%0.15%Q3 2017Q3 202217
Capital Investment Advisory Services, LLC 1610.01%0.05%0.08%Q1 2020Q2 202417
6 Meridian 17170.13%0.30%0.43%Q4 2017Q4 202117
KESTRA PRIVATE WEALTH SERVICES, LLC 16160.01%0.02%0.03%Q3 2020Q2 202416
SECURITY NATIONAL TRUST CO 1510.01%0.03%0.05%Q2 2013Q4 202016
Veritable, L.P. 16160.22%0.45%0.57%Q4 2018Q3 202216
FMR LLC 810.00%0.00%0.00%Q3 2018Q2 202416
LEVEL FOUR ADVISORY SERVICES, LLC 1010.01%0.02%0.05%Q1 2017Q4 202216
ROOSEVELT INVESTMENT GROUP LLC 16160.02%0.03%0.06%Q4 2018Q3 202216
SHEETS SMITH WEALTH MANAGEMENT 1060.02%0.03%0.04%Q3 2016Q1 202216
SYNOVUS FINANCIAL CORP 1510.00%0.00%0.00%Q2 2013Q1 202016
Next Capital Management LLC 16160.24%0.35%0.46%Q4 2018Q3 202216
TCI Wealth Advisors, Inc. 1110.00%0.00%0.01%Q4 2013Q1 202316
Summit Trail Advisors, LLC 16160.01%0.09%0.24%Q2 2020Q1 202416
Kestra Advisory Services, LLC 16160.01%0.02%0.03%Q3 2020Q2 202416
FineMark National Bank & Trust 16160.00%0.01%0.02%Q2 2013Q1 201716
REGIONS FINANCIAL CORP 710.00%0.00%0.00%Q4 2016Q4 202116
Moisand Fitzgerald Tamayo, LLC 970.00%0.00%0.00%Q2 2020Q2 202416
Sargent Bickham Lagudis LLC 16160.00%0.00%0.00%Q2 2016Q1 202016
Bedel Financial Consulting, Inc. 16160.01%0.04%0.06%Q1 2018Q4 202116
Venture Visionary Partners LLC 15150.02%0.03%0.04%Q4 2020Q2 202415
MONTAG A & ASSOCIATES INC 15150.00%0.00%0.00%Q4 2020Q2 202415
LAZARD ASSET MANAGEMENT LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
ACCURATE INVESTMENT SOLUTIONS, INC. 15150.02%0.02%0.03%Q3 2016Q1 202015
Westchester Capital Management, LLC 870.01%0.07%0.18%Q4 2019Q2 202415
ALTFEST L J & CO INC 1050.05%0.08%0.12%Q3 2020Q2 202415
Financial Perspectives, Inc 15150.01%0.02%0.10%Q4 2019Q2 202315
Alpha Omega Wealth Management LLC 15150.01%0.01%0.01%Q4 2015Q2 201915
Advisor Group, Inc. 15150.00%0.02%0.03%Q2 2016Q4 201915
Realta Investment Advisors 1410.00%0.15%0.20%Q1 2019Q2 202415
MSI Financial Services Inc 15150.01%0.03%0.07%Q2 2013Q4 201615
BRAVE ASSET MANAGEMENT INC 720.12%0.58%1.21%Q2 2017Q2 202415
CHILDRESS CAPITAL ADVISORS, LLC 15150.03%0.42%0.59%Q4 2020Q2 202415
Kercheville Advisors, LLC 15150.05%0.07%0.11%Q4 2020Q2 202415
Altus Wealth Group LLC 15150.36%0.88%1.31%Q4 2020Q2 202415
SIGNATUREFD, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Piscataqua Savings Bank 14140.01%0.01%0.01%Q1 2021Q2 202414
Tower Research Capital LLC (TRC) 410.00%0.00%0.01%Q2 2013Q2 202414
Ellis Investment Partners, LLC 14140.01%0.01%0.01%Q2 2019Q3 202214
Pointe Capital Management LLC 14140.12%0.33%0.68%Q1 2021Q2 202414
New England Private Wealth Advisors LLC 14140.05%0.06%0.07%Q1 2017Q2 202014
Spire Wealth Management 14140.01%0.02%0.04%Q1 2021Q2 202414
DOLIVER ADVISORS, LP 510.09%0.45%1.43%Q1 2013Q2 201814
BELLEVUE ASSET MANAGEMENT, LLC 14140.01%0.02%0.03%Q4 2019Q1 202314
NEXT Financial Group, Inc 1310.00%0.02%0.04%Q3 2014Q3 201814
Royal Fund Management, LLC 14140.02%0.03%0.04%Q4 2016Q1 202014
Wealth Quarterback LLC 610.08%0.11%0.14%Q1 1987Q3 202314
Sound Income Strategies, LLC 14140.00%0.00%0.01%Q4 2017Q1 202114
WealthBridge Capital Management, LLC 920.02%0.09%0.19%Q4 2018Q2 202414
Keel Point, LLC 1310.01%0.06%0.09%Q1 2019Q2 202414
MBA Advisors LLC 14140.10%0.19%0.31%Q1 2021Q2 202414
Hennion & Walsh Asset Management, Inc. 14140.43%0.83%1.17%Q1 2021Q2 202414
Hanson & Doremus Investment Management 1210.00%0.00%0.00%Q3 2016Q2 202413
Claraphi Advisory Network, LLC 940.04%0.16%0.30%Q4 2017Q1 202213
Cetera Advisors LLC 1210.00%0.01%0.01%Q3 2018Q4 202313
Hartford Financial Management Inc. 1210.01%0.01%0.02%Q3 2017Q1 202113
Ranch Capital Advisors Inc. 13130.20%0.33%0.54%Q3 2019Q3 202213
BANK OF MONTREAL /CAN/ 310.00%0.00%0.00%Q4 2013Q2 202413
Bank of New York Mellon Corp 710.00%0.00%0.00%Q2 2017Q2 202413
Clean Yield Group 13130.03%0.05%0.05%Q2 2021Q2 202413
TOWER BRIDGE ADVISORS 13130.05%0.06%0.07%Q3 2016Q3 201913
Aberdeen Wealth Management LLC 620.15%0.23%0.39%Q4 2019Q1 202413
HARBOUR INVESTMENTS, INC. 940.00%0.03%0.08%Q1 2021Q2 202413
VSR Financial Services, Inc. 13130.04%0.05%0.08%Q2 2013Q2 201613
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 13130.05%0.08%0.11%Q1 2021Q1 202413
LexAurum Advisors, LLC 13130.08%0.14%0.24%Q2 2021Q2 202413
Global Endowment Management, LP 13130.09%0.29%0.79%Q3 2013Q3 201613
Carroll Financial Associates, Inc. 810.00%0.00%0.00%Q4 2016Q4 202112
WEST PACES ADVISORS INC. 12120.01%0.01%0.01%Q2 2021Q1 202412
Magnus Financial Group LLC 12120.03%0.09%0.16%Q4 2019Q3 202212
Larson Financial Group LLC 12120.00%0.00%0.00%Q3 2021Q2 202412
Oliver Luxxe Assets LLC 12120.07%0.09%0.12%Q3 2016Q2 201912
Kalos Management, Inc. 750.16%0.19%0.24%Q4 2017Q4 202012
CAROLINAS WEALTH CONSULTING LLC 12120.00%0.02%0.03%Q3 2020Q2 202312
Good Life Advisors, LLC 12120.02%0.03%0.04%Q3 2021Q2 202412
Laird Norton Wetherby Wealth Management, LLC 1020.02%0.03%0.04%Q2 2016Q2 201912
Private Wealth Partners, LLC 12120.01%0.02%0.03%Q3 2021Q2 202412
Valeo Financial Advisors, LLC 12120.00%0.00%0.01%Q2 2018Q1 202112
McGowan Group Asset Management, Inc. 520.15%0.91%1.22%Q4 2014Q2 202412
Hexagon Capital Partners LLC 12120.00%0.00%0.00%Q3 2021Q2 202412
Redhawk Wealth Advisors, Inc. 12120.09%0.17%0.25%Q3 2021Q2 202412
AVANTAX ADVISORY SERVICES, INC. 610.00%0.00%0.01%Q3 2020Q2 202412
Well Done, LLC 1010.01%0.03%0.05%Q1 2018Q2 202312
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
B. Riley Wealth Advisors, Inc. 810.01%0.01%0.01%Q2 2014Q2 202412
J.W. COLE ADVISORS, INC. 810.01%0.01%0.04%Q3 2020Q2 202412
HM PAYSON & CO 750.00%0.00%0.01%Q3 2016Q4 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
VisionPoint Advisory Group, LLC 12120.05%0.09%0.13%Q3 2021Q2 202412
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.08%0.09%0.12%Q4 2018Q3 202112
Prospera Financial Services Inc 710.02%0.03%0.10%Q3 2016Q2 202412
Apeiron RIA LLC 11110.05%0.08%0.12%Q4 2021Q2 202411
Fortitude Advisory Group L.L.C. 11110.11%0.14%0.17%Q4 2021Q2 202411
WealthShield Partners, LLC 11110.03%0.07%0.15%Q4 2019Q2 202211
Ironsides Asset Advisors, LLC 810.06%0.10%0.11%Q2 2014Q2 202211
Melone Private Wealth, LLC 11111.16%1.57%1.94%Q4 2021Q2 202411
Eagle Bluffs Wealth Management LLC 11112.35%4.17%6.17%Q4 2021Q2 202411
Certified Advisory Corp 11110.00%0.01%0.01%Q4 2017Q2 202011
Clear Creek Financial Management, LLC 810.01%0.02%0.04%Q2 2020Q2 202411
Allspring Global Investments Holdings, LLC 11110.00%0.02%0.04%Q4 2021Q2 202411
Silver Lake Advisory, LLC 1010.31%0.41%0.44%Q1 2015Q3 201811
Integrated Wealth Concepts LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
Beirne Wealth Consulting Services, LLC 610.11%0.17%0.25%Q4 2018Q4 202111
INFRASTRUCTURE CAPITAL ADVISORS, LLC 11110.08%0.13%0.28%Q4 2016Q2 201911
DRIVE WEALTH MANAGEMENT, LLC 11110.04%0.25%0.61%Q4 2021Q2 202411
SANDERS MORRIS HARRIS LLC 430.00%0.11%0.43%Q1 2016Q2 202111
Mutual Advisors, LLC 11110.02%0.04%0.08%Q4 2017Q2 202011
Main Management LLC 720.00%0.04%0.08%Q2 2020Q2 202411
NORTHERN CAPITAL MANAGEMENT LLC 10100.46%0.68%1.14%Q3 2016Q4 201810
Tyler-Stone Wealth Management 550.01%0.01%0.01%Q4 2021Q2 202410
OAK HILL ADVISORS LP 10101.16%1.60%2.36%Q4 2013Q1 201610
EATON VANCE MANAGEMENT 10100.00%0.00%0.00%Q2 2020Q3 202210
REILLY FINANCIAL ADVISORS, LLC 820.00%0.00%0.00%Q2 2015Q4 202110
Apollon Wealth Management, LLC 610.00%0.02%0.06%Q4 2020Q2 202410
MUFG Americas Holdings Corp 610.00%0.00%0.00%Q4 2013Q4 202010
Citizens National Bank Trust Department 10100.04%0.08%0.12%Q1 2022Q2 202410
Commonwealth Financial Services, LLC 10100.02%0.03%0.06%Q4 2014Q1 201710
1834 INVESTMENT ADVISORS CO 10100.01%0.01%0.01%Q4 2017Q1 202010
Huber Financial Advisors, LLC 10100.83%1.37%2.40%Q4 2017Q1 202010
First Horizon Advisors, Inc. 410.00%0.01%0.04%Q3 2016Q2 202310
Founders Financial Alliance, LLC 710.04%0.05%0.06%Q3 2020Q1 202410
FARMERS & MERCHANTS INVESTMENTS INC 610.00%0.00%0.00%Q3 2016Q4 202310
TECTONIC ADVISORS LLC 10100.07%0.12%0.18%Q1 2022Q2 202410
GUYASUTA INVESTMENT ADVISORS INC 510.04%0.07%0.12%Q3 2016Q4 201910
Syverson Strege & Co 10100.02%0.06%0.14%Q4 2020Q1 202310
CoreFirst Bank & Trust 10100.00%0.00%0.01%Q4 2020Q1 202310
PRIVATE TRUST CO NA 990.01%0.01%0.03%Q2 2022Q2 20249
LeJeune Puetz Investment Counsel LLC 990.20%0.27%0.31%Q1 2021Q1 20239
SJS Investment Consulting Inc. 810.01%0.01%0.02%Q1 2022Q2 20249
Wellspring Financial Advisors, LLC 710.08%0.11%0.15%Q1 2020Q2 20249
VICUS CAPITAL 990.03%0.14%0.34%Q3 2016Q3 20189
Aviance Capital Partners, LLC 990.03%0.05%0.12%Q1 2021Q1 20239
EP Wealth Advisors, LLC 990.02%0.06%0.09%Q3 2016Q3 20189
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 410.03%0.05%0.08%Q2 2018Q2 20249
CABOT WEALTH MANAGEMENT INC 630.03%0.04%0.06%Q1 2017Q1 20209
GOLDMAN SACHS GROUP INC 510.00%0.00%0.00%Q2 2015Q2 20239
TFS CAPITAL LLC 520.02%0.06%0.14%Q2 2013Q3 20169
Darwin Wealth Management, LLC 990.03%0.06%0.11%Q3 2019Q3 20219
BREITER CAPITAL MANAGEMENT INC 990.20%0.33%0.49%Q1 2020Q1 20229
Cranbrook Wealth Management, LLC 810.00%0.02%0.02%Q3 2019Q3 20229
Asset Dedication, LLC 810.00%0.00%0.00%Q4 2017Q2 20249
L.M. KOHN & COMPANY 990.04%0.08%0.12%Q1 2022Q1 20249
Mascoma Wealth Management LLC 990.01%0.01%0.01%Q2 2022Q2 20249
OneDigital Investment Advisors LLC 990.00%0.01%0.02%Q2 2017Q2 20199
Western Wealth Management, LLC 810.01%0.01%0.02%Q2 2021Q4 20239
GREAT VALLEY ADVISOR GROUP, INC. 990.00%0.01%0.01%Q2 2022Q2 20249
EAGLE GLOBAL ADVISORS LLC 990.00%0.01%0.01%Q3 2016Q3 20189
PEAPACK GLADSTONE FINANCIAL CORP 990.00%0.00%0.01%Q1 2021Q1 20239
SEGALL BRYANT & HAMILL, LLC 990.00%0.00%0.01%Q3 2019Q3 20219
RDA Financial Network 990.05%0.06%0.07%Q1 2021Q1 20239
Wealthspire Advisors, L.P. 510.00%0.01%0.01%Q1 2017Q4 20199
Parallel Advisors, LLC 990.00%0.00%0.00%Q2 2022Q2 20249
THRIVENT FINANCIAL FOR LUTHERANS 610.00%0.00%0.00%Q3 2017Q1 20229
Stonebridge Capital Advisors LLC 990.26%0.33%0.39%Q2 2019Q2 20219
GPS Wealth Strategies Group, LLC 990.01%0.02%0.05%Q1 2021Q1 20239
CUTLER INVESTMENT COUNSEL LLC 720.02%0.02%0.02%Q1 2022Q2 20249
BOENNING & SCATTERGOOD, INC. 630.04%0.12%0.28%Q2 2019Q4 20229
Maryland Capital Management 990.01%0.01%0.04%Q1 2020Q1 20229
Proficio Capital Partners LLC 630.50%1.75%3.28%Q3 2016Q3 20199
RIVERBRIDGE PARTNERS LLC 990.01%0.02%0.02%Q2 2022Q2 20249
U.S. Capital Wealth Advisors, LLC 720.01%0.01%0.06%Q3 2021Q2 20249
SVB WEALTH LLC 990.00%0.00%0.01%Q3 2020Q3 20229
Hilltop Holdings Inc. 630.02%0.03%0.06%Q2 2021Q4 20239
SHUFRO ROSE & CO LLC 440.01%0.01%0.02%Q4 2021Q2 20248
NAPLES GLOBAL ADVISORS, LLC 620.03%0.10%0.14%Q1 2020Q2 20248
PANAGORA ASSET MANAGEMENT INC 880.00%0.00%0.00%Q3 2019Q2 20218
Crestwood Advisors Group, LLC 440.01%0.02%0.02%Q2 2015Q4 20178
Wealth Management Solutions, LLC 880.10%0.11%0.13%Q4 2021Q3 20238
Citadel Advisors 210.00%0.00%0.00%Q4 2017Q2 20238
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q2 2022Q1 20248
Avior Wealth Management, LLC 880.04%0.07%0.16%Q3 2022Q2 20248
FinTrust Capital Advisors, LLC 880.00%0.00%0.01%Q4 2018Q3 20208
Barry Investment Advisors, LLC 881.74%1.90%2.00%Q3 2022Q2 20248
BARRETT & COMPANY, INC. 880.00%0.00%0.00%Q3 2022Q2 20248
Meixler Investment Management, Ltd. 880.11%0.47%1.00%Q4 2021Q3 20238
Wealthspire Advisors, LLC 710.00%0.00%0.00%Q2 2022Q2 20248
EVERGREEN CAPITAL MANAGEMENT LLC 880.02%0.02%0.03%Q3 2017Q2 20198
TWO SIGMA SECURITIES, LLC 510.00%0.02%0.07%Q1 2017Q2 20198
CENTAURUS FINANCIAL, INC. 710.01%0.02%0.07%Q2 2018Q2 20228
Armor Investment Advisors, LLC 410.08%0.31%1.65%Q4 2019Q2 20248
ENTERPRISE FINANCIAL SERVICES CORP 880.03%0.03%0.03%Q3 2016Q2 20188
FIRST COMMUNITY TRUST NA 880.03%0.04%0.05%Q3 2022Q2 20248
Live Your Vision, LLC 880.01%0.01%0.01%Q3 2016Q2 20188
BESSEMER GROUP INC 610.00%0.00%0.00%Q1 2020Q2 20248
Brown Advisory Securities, LLC 880.03%0.04%0.05%Q1 2019Q4 20208
Heritage Trust Co 880.02%0.02%0.02%Q1 2017Q4 20188
BAR HARBOR TRUST SERVICES 710.00%0.32%0.42%Q2 2015Q2 20228
OAK HARBOR WEALTH PARTNERS, LLC 880.04%0.08%0.12%Q4 2021Q3 20238
InterOcean Capital Group, LLC 880.00%0.00%0.01%Q2 2022Q1 20248
Baron Financial Group, LLC 880.03%0.08%0.13%Q3 2020Q2 20228
Virtu Financial LLC 310.01%0.02%0.05%Q4 2017Q2 20248
Financial Engines Advisors L.L.C. 620.00%0.00%0.00%Q1 2022Q1 20248
Penserra Capital Management LLC 420.06%0.10%0.15%Q3 2021Q2 20248
CMC Financial Group 880.09%0.14%0.26%Q1 2021Q4 20228
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
CoreCap Advisors, LLC 410.01%0.02%0.03%Q4 2021Q1 20248
Total Clarity Wealth Management, Inc. 210.01%0.02%0.05%Q4 2019Q2 20247
Argentus Capital Management, LLC 770.03%0.04%0.05%Q2 2013Q4 20147
Alexandria Capital, LLC 770.01%0.02%0.03%Q2 2015Q4 20167
KING LUTHER CAPITAL MANAGEMENT CORP 770.00%0.00%0.00%Q4 2022Q2 20247
Sterling Investment Advisors, Ltd. 770.00%0.00%0.00%Q2 2017Q4 20187
MYECFO, LLC 770.37%0.42%0.50%Q4 2022Q2 20247
Western Asset Management Company, LLC 770.00%0.00%0.00%Q3 2016Q1 20187
Investors Capital Advisory Services 770.03%0.04%0.05%Q2 2013Q4 20147
Wakefield Asset Management LLLP 770.61%0.68%0.78%Q4 2022Q2 20247
Kerntke Otto McGlone Wealth Management Group 770.18%0.34%0.44%Q4 2019Q2 20217
NORRIS PERNE & FRENCH LLP/MI 770.01%0.01%0.02%Q1 2021Q3 20227
PETRA FINANCIAL ADVISORS INC 771.06%1.28%1.72%Q4 2022Q2 20247
INTEGRATED CAPITAL MANAGEMENT, INC. 610.12%0.19%0.37%Q2 2021Q2 20247
PFG Advisors 770.01%0.01%0.02%Q4 2022Q2 20247
Cerity Partners LLC 610.00%0.00%0.01%Q4 2020Q2 20247
Seelaus Asset Management LLC 520.12%0.14%0.18%Q4 2020Q2 20247
Cresta Advisors, Ltd. 770.69%1.50%1.90%Q4 2022Q2 20247
Logan Stone Capital, LLC 770.98%3.26%5.37%Q4 2022Q2 20247
COMERICA BANK 410.00%0.00%0.01%Q2 2013Q2 20247
Ackerman Capital Advisors, LLC 310.01%0.06%0.16%Q1 2019Q1 20247
TOTH FINANCIAL ADVISORY CORP 770.03%0.06%0.09%Q4 2022Q2 20247
Occidental Asset Management, LLC 770.03%0.03%0.03%Q4 2022Q2 20247
Bragg Financial Advisors, Inc 430.04%0.05%0.07%Q1 2020Q4 20217
Palogic Value Management, L.P. 770.53%0.75%0.96%Q4 2022Q2 20247
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q3 2017Q2 20237
Richard W. Paul & Associates, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Leicht Financial Planning & Wealth Management, Inc. 770.58%0.98%1.33%Q3 2018Q1 20207
Lauterbach Financial Advisors, LLC 770.09%0.11%0.14%Q2 2022Q4 20237
Corient Private Wealth LLC 770.00%0.00%0.00%Q4 2022Q2 20247
PIN OAK INVESTMENT ADVISORS INC 770.01%0.01%0.01%Q4 2017Q2 20197
Camelot Portfolios, LLC 770.14%0.17%0.19%Q4 2022Q2 20247
DUMONT & BLAKE INVESTMENT ADVISORS LLC 770.04%0.05%0.05%Q1 2021Q3 20227
Pinnacle Summer Investments, Inc. 520.00%0.00%0.00%Q1 2014Q4 20157
Winfield Associates, Inc. 770.01%0.01%0.01%Q2 2016Q4 20177
Madden Advisory Services, Inc. 410.01%0.02%0.07%Q1 2014Q1 20177
BAIRD ROBERT W & CO INC /WI/ 770.01%0.01%0.01%Q3 2013Q1 20157
PenderFund Capital Management Ltd. 431.02%2.21%4.32%Q1 2020Q2 20247
NOMURA HOLDINGS INC 310.00%0.00%0.00%Q4 2021Q2 20247
Strategic Advisors LLC 510.02%0.14%0.43%Q1 2017Q3 20237
UMB Bank, n.a. 430.00%0.00%0.00%Q4 2021Q2 20247
Charter Oak Capital Management, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Wolff Financial Management LLC 610.07%0.20%0.29%Q1 2021Q1 20237
PATHSTONE FAMILY OFFICE, LLC 310.00%0.11%0.60%Q3 2013Q4 20207
TRANSCEND CAPITAL ADVISORS, LLC 770.02%0.02%0.03%Q1 2021Q3 20227
Family Capital Management, Inc. 770.14%0.20%0.23%Q4 2022Q2 20247
AQR Capital Management 660.00%0.01%0.01%Q3 2013Q4 20146
Integrated Investment Consultants, LLC 510.02%0.04%0.06%Q3 2016Q1 20186
Atlas Private Wealth Management, LLC 660.02%0.02%0.02%Q4 2019Q1 20216
Guidant Wealth Advisors 660.01%0.01%0.02%Q3 2017Q4 20186
Chicago Partners Investment Group LLC 660.00%0.00%0.01%Q2 2017Q3 20186
SEI INVESTMENTS CO 410.00%0.00%0.00%Q4 2016Q1 20196
Cornerstone Planning Group LLC 510.01%0.01%0.02%Q4 2022Q2 20246
Cribstone Capital Management, LLC 660.00%0.01%0.01%Q3 2016Q4 20176
CALTON & ASSOCIATES, INC. 410.02%0.07%0.19%Q4 2017Q3 20236
Kore Private Wealth LLC 310.02%0.02%0.03%Q4 2018Q2 20226
Sentinus, LLC 420.17%0.23%0.32%Q3 2022Q2 20246
McGlone Suttner Wealth Management, Inc. 510.03%0.08%0.22%Q4 2022Q2 20246
EXENCIAL WEALTH ADVISORS, LLC 660.02%0.02%0.02%Q2 2021Q3 20226
Global Trust Asset Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Householder Group Estate & Retirement Specialist, LLC 410.00%0.00%0.00%Q3 2022Q2 20246
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
Pinnacle Bancorp, Inc. 660.01%0.01%0.01%Q1 2023Q2 20246
Schechter Investment Advisors, LLC 660.02%0.02%0.02%Q1 2023Q2 20246
Icon Wealth Partners, LLC 310.02%0.02%0.03%Q4 2017Q1 20226
Tortoise Investment Management, LLC 660.34%0.56%1.05%Q1 2023Q2 20246
Compass Financial Group, INC/SD 660.04%0.05%0.05%Q4 2022Q1 20246
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.01%0.01%Q2 2013Q4 20146
Eudaimonia Partners, LLC 660.04%0.06%0.08%Q4 2019Q1 20216
Corient Capital Partners, LLC 660.05%0.05%0.06%Q3 2016Q4 20176
TD Capital Management LLC 660.00%0.00%0.00%Q2 2013Q3 20146
TIAA, FSB 310.00%0.00%0.00%Q3 2017Q4 20226
Rehmann Capital Advisory Group 510.00%0.01%0.01%Q1 2018Q3 20196
Shamrock Asset Management LLC 660.83%0.88%0.96%Q3 2016Q4 20176
NEWGATE CAPITAL MANAGEMENT LLC 510.12%0.88%1.55%Q2 2013Q2 20166
Allegis Investment Advisors, LLC 510.00%0.08%0.11%Q4 2015Q3 20176
B. Riley Wealth Management, Inc. 420.00%0.02%0.04%Q1 2020Q2 20226
Truvestments Capital LLC 420.16%0.21%0.31%Q2 2018Q4 20196
ICA Group Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20246
Liberty Capital Management, Inc. 660.02%0.02%0.03%Q3 2016Q4 20176
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.01%Q4 2020Q1 20226
RWA WEALTH PARTNERS, LLC 510.00%0.01%0.01%Q2 2018Q2 20246
Csenge Advisory Group 510.01%0.01%0.02%Q3 2018Q2 20246
Quad-Cities Investment Group, LLC 660.05%0.06%0.06%Q2 2018Q3 20196
SUNTRUST BANKS INC 660.00%0.00%0.00%Q2 2018Q3 20196
Financial Enhancement Group LLC 660.00%0.00%0.01%Q1 2018Q2 20196
Merriman Wealth Management, LLC 510.04%0.06%0.08%Q4 2013Q4 20196
Altavista Wealth Management, Inc. 330.06%0.07%0.07%Q4 2019Q4 20216
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q2 2022Q3 20235
SlateStone Wealth, LLC 551.24%1.47%1.76%Q1 2020Q1 20215
ISTHMUS PARTNERS, LLC 550.02%0.02%0.02%Q4 2014Q4 20155
Lake Point Wealth Management 310.00%0.01%0.01%Q4 2018Q2 20225
B. Riley Financial, Inc. 550.11%0.12%0.13%Q4 2015Q4 20165
CHOREO, LLC 320.01%0.02%0.03%Q3 2016Q2 20245
Kovack Advisors, Inc. 320.04%0.09%0.19%Q4 2016Q1 20185
First Personal Financial Services 550.01%0.13%0.18%Q2 2023Q2 20245
MONECO Advisors, LLC 550.09%0.11%0.12%Q3 2020Q3 20215
MPS Loria Financial Planners, LLC 410.01%0.02%0.02%Q2 2017Q1 20215
Point View Wealth Management, Inc. 550.07%0.08%0.10%Q4 2019Q4 20205
Lido Advisors, LLC 310.00%0.01%0.02%Q1 2022Q2 20245
Coe Capital Management, LLC 110.00%0.24%0.40%Q2 2014Q2 20215
LEO BROKERAGE, LLC 410.06%0.10%0.15%Q4 2020Q1 20225
HORIZON FINANCIAL SERVICES, LLC 550.56%0.93%1.10%Q3 2020Q3 20215
ALETHEA CAPITAL MANAGEMENT, LLC 550.47%0.56%0.67%Q4 2014Q4 20155
IEQ CAPITAL, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
NATIONAL PLANNING CORP 550.12%0.13%0.14%Q3 2016Q3 20175
Bard Financial Services, Inc. 550.01%0.07%0.09%Q2 2023Q2 20245
Weiss Asset Management LP 110.04%0.08%0.14%Q4 2013Q4 20235
Allen Investment Management, LLC 550.01%0.02%0.03%Q2 2015Q2 20165
Omnia Family Wealth, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
Apriem Advisors 320.00%0.01%0.02%Q2 2013Q1 20175
tru Independence LLC 310.00%0.01%0.01%Q4 2019Q2 20215
Plante Moran Financial Advisors, LLC 110.00%0.00%0.01%Q3 2018Q2 20225
Walleye Capital LLC 310.00%0.00%0.01%Q1 2022Q1 20245
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2017Q2 20185
WFG Advisors, LP 410.00%0.00%0.00%Q2 2013Q4 20165
Platform Technology Partners 550.08%0.11%0.14%Q4 2019Q4 20205
EMFO, LLC 320.27%2.01%3.26%Q2 2021Q2 20245
Parsec Financial Management, Inc. 550.01%0.01%0.01%Q1 2021Q1 20225
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q1 2014Q2 20245
VIRIDIAN RIA, LLC 320.04%0.06%0.07%Q4 2020Q1 20225
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
Parkside Financial Bank & Trust 410.00%0.24%0.52%Q3 2016Q2 20235
Atria Wealth Solutions, Inc. 550.00%0.00%0.00%Q2 2023Q2 20245
Virtu KCG Holdings LLC 210.00%0.01%0.03%Q4 2013Q4 20165
Berkeley Capital Partners, LLC 550.09%0.10%0.11%Q3 2016Q3 20175
SFMG, LLC 410.01%0.01%0.01%Q1 2015Q2 20245
Saba Capital Management, L.P. 550.05%0.58%0.85%Q2 2023Q2 20245
Addison Advisors LLC 410.00%0.01%0.01%Q4 2020Q1 20225
Sovereign Financial Group, Inc. 440.04%0.04%0.05%Q3 2023Q2 20244
ARROW FINANCIAL CORP 440.01%0.01%0.02%Q3 2016Q2 20174
Titus Wealth Management 440.20%0.26%0.33%Q4 2017Q3 20184
Busey Bank 440.00%0.00%0.00%Q3 2023Q2 20244
Seed Wealth Management, Inc. 440.14%0.15%0.16%Q3 2023Q2 20244
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.02%0.07%Q4 2020Q2 20244
SIMON QUICK ADVISORS, LLC 310.00%0.01%0.02%Q3 2020Q2 20244
Running Point Capital Advisors, LLC 440.14%0.19%0.22%Q1 2022Q4 20224
TRUST DEPARTMENT MB FINANCIAL BANK N A 440.00%0.00%0.00%Q1 2017Q4 20174
SkyView Investment Advisors, LLC 310.05%0.07%0.10%Q1 2023Q1 20244
Arkos Global Advisors 440.06%0.12%0.15%Q3 2023Q2 20244
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.01%0.01%0.01%Q3 2018Q2 20194
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.20%0.22%0.24%Q4 2015Q3 20164
Alpha Cubed Investments, LLC 310.02%0.02%0.02%Q3 2019Q4 20204
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.01%0.01%Q1 2018Q4 20214
EXCALIBUR MANAGEMENT CORP 440.09%0.18%0.23%Q2 2020Q1 20214
Barrett Asset Management, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Lantz Financial LLC 440.05%0.05%0.06%Q2 2022Q1 20234
Breakwater Capital Group 440.13%0.17%0.21%Q3 2023Q2 20244
MCMILLION CAPITAL MANAGEMENT INC 210.01%0.01%0.01%Q4 2020Q2 20234
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
Life Planning Partners, Inc 440.01%0.01%0.01%Q4 2021Q3 20224
Leisure Capital Management 220.05%0.06%0.06%Q2 2023Q2 20244
Sterling Financial Planning, Inc. 440.02%0.03%0.03%Q4 2020Q3 20214
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q3 20174
Kovitz Investment Group Partners, LLC 310.06%0.06%0.07%Q1 2019Q1 20204
NORTHSTAR WEALTH PARTNERS LLC 440.08%0.14%0.16%Q4 2019Q3 20204
Advisor Resource Council 110.02%0.05%0.08%Q2 2021Q4 20234
Aurora Private Wealth, Inc. 310.05%0.07%0.08%Q1 2020Q2 20214
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Partnervest Advisory Services LLC 440.01%0.01%0.01%Q3 2013Q2 20144
FLAGSHIP HARBOR ADVISORS, LLC 310.00%0.01%0.02%Q3 2018Q3 20204
Smithfield Trust Co 440.00%0.00%0.00%Q4 2015Q3 20164
IFC Holdings Incorporated/FL 440.01%0.01%0.02%Q1 2017Q4 20174
Baystate Wealth Management LLC 310.00%0.00%0.00%Q2 2022Q4 20234
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Fort Point Capital Partners LLC 220.03%0.16%0.31%Q2 2023Q2 20244
CKW FINANCIAL GROUP 440.02%0.02%0.02%Q2 2018Q1 20194
MV CAPITAL MANAGEMENT, INC. 440.01%0.01%0.02%Q1 2021Q4 20214
Denver PWM, LLC 440.07%0.08%0.09%Q2 2021Q1 20224
NINE MASTS CAPITAL Ltd 210.04%0.62%1.02%Q1 2018Q2 20244
Newbridge Financial Services Group, Inc. 440.04%0.04%0.05%Q3 2020Q2 20214
Strategic Financial Concepts, LLC 440.06%0.07%0.08%Q1 2023Q4 20234
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q1 2020Q4 20204
Krilogy Financial LLC 220.02%0.11%0.22%Q2 2016Q1 20184
Indiana Trust & Investment Management Co 440.90%0.99%1.06%Q3 2023Q2 20244
Personal Wealth Partners 310.00%0.00%0.00%Q2 2019Q2 20214
DUBUQUE BANK & TRUST CO 440.13%0.23%0.28%Q1 2019Q4 20194
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Salomon & Ludwin, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Dynasty Wealth Management, LLC 440.09%0.42%0.86%Q4 2017Q3 20184
Claro Advisors LLC 310.03%0.14%0.20%Q4 2018Q4 20224
MAS Advisors LLC 330.16%0.19%0.22%Q4 2021Q2 20223
OTA Financial Group L.P. 210.26%0.27%0.28%Q2 2016Q2 20223
Global Wealth Management Investment Advisory, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Barber Financial Group, Inc. 330.05%0.06%0.06%Q4 2016Q2 20173
PEDDOCK CAPITAL ADVISORS, LLC 330.12%0.15%0.18%Q4 2023Q2 20243
SILVERLAKE WEALTH MANAGEMENT LLC 330.13%0.15%0.16%Q4 2023Q2 20243
Doyle Wealth Management 110.00%0.02%0.04%Q4 2018Q1 20223
Gridiron Partners, LLC 331.23%1.29%1.36%Q4 2023Q2 20243
Mesirow Financial Investment Management, Inc. 330.10%0.11%0.13%Q4 2023Q2 20243
Farmers & Merchants Trust Co of Chambersburg PA 330.01%0.01%0.01%Q4 2023Q2 20243
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.01%Q4 2016Q1 20233
Independent Wealth Network Inc. 330.12%0.15%0.17%Q3 2021Q1 20223
Johnson Financial Group, Inc. 330.03%0.08%0.13%Q4 2022Q2 20233
Community Bank, N.A. 330.00%0.00%0.00%Q4 2020Q2 20213
Carr Financial Group Corp 330.04%0.11%0.18%Q4 2022Q2 20233
Bridgewater Advisors Inc. 330.14%0.15%0.16%Q4 2013Q2 20143
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q3 2021Q2 20243
GeoWealth Management, LLC 330.02%0.04%0.07%Q4 2023Q2 20243
BBR PARTNERS, LLC 330.02%0.02%0.03%Q4 2023Q2 20243
Cypress Capital, LLC 330.00%0.01%0.01%Q4 2020Q2 20213
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.15%0.19%0.26%Q1 2018Q3 20183
Ionic Capital Management LLC 210.05%0.09%0.15%Q1 2018Q1 20203
Gainplan LLC 330.11%0.15%0.17%Q2 2019Q4 20193
COLTON GROOME FINANCIAL ADVISORS, LLC 330.13%0.13%0.14%Q2 2020Q4 20203
Tyche Wealth Partners LLC 330.39%0.42%0.45%Q4 2023Q2 20243
Concurrent Investment Advisors, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Neuberger Berman Group LLC 330.00%0.00%0.00%Q3 2023Q1 20243
Brick & Kyle, Associates 330.05%0.06%0.06%Q3 2016Q1 20173
Hirtle Callaghan & Co LLC 330.05%0.05%0.05%Q4 2023Q2 20243
Catalytic Wealth RIA, LLC 330.08%0.20%0.36%Q4 2023Q2 20243
DiNuzzo Private Wealth, Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
Arkadios Wealth Advisors 210.00%0.01%0.02%Q2 2021Q3 20233
BRYN MAWR TRUST Co 330.03%0.04%0.04%Q1 2023Q3 20233
VALLEY WEALTH MANAGERS, INC. 330.00%0.00%0.00%Q2 2022Q4 20223
Strategies Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Horan Securities, Inc. 330.06%0.06%0.06%Q4 2018Q2 20193
BlackRock Finance, Inc. 110.00%0.00%0.00%Q3 2019Q2 20243
Moloney Securities Asset Management, LLC 330.04%0.04%0.04%Q4 2023Q2 20243
Laurion Capital Management LP 210.00%0.03%0.08%Q2 2016Q1 20173
Yellowstone Partners, LLC 210.15%0.26%0.32%Q3 2016Q4 20173
ACCESS FINANCIAL SERVICES, INC. 330.14%0.16%0.17%Q4 2021Q2 20223
Allegiant Private Advisors, LLC 330.45%0.51%0.60%Q4 2020Q2 20213
IRON Financial LLC 330.07%0.07%0.08%Q4 2021Q2 20223
Pathway Financial Advisers, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
Creekmur Asset Management LLC 330.00%0.01%0.02%Q4 2023Q2 20243
Argent Trust Co 210.01%0.04%0.05%Q3 2019Q4 20223
TimeScale Financial, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Beacon Pointe Advisors, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
ROTHSCHILD INVESTMENT LLC 330.14%0.14%0.15%Q4 2023Q2 20243
Lindbrook Capital, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Future Financial Wealth Managment LLC 330.08%0.10%0.11%Q4 2023Q2 20243
Selective Wealth Management, Inc. 210.01%0.01%0.02%Q4 2020Q3 20223
Aris Wealth Services, Inc. 330.02%0.03%0.05%Q1 2015Q3 20153
JOURNEY STRATEGIC WEALTH LLC 330.01%0.01%0.01%Q3 2023Q1 20243
Merit Financial Group, LLC 330.04%0.05%0.06%Q4 2023Q2 20243
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.01%0.01%0.01%Q3 2018Q4 20213
KIM, LLC 330.10%0.16%0.25%Q4 2023Q2 20243
LAZARI CAPITAL MANAGEMENT, INC. 330.35%0.37%0.38%Q2 2023Q4 20233
Simmons Bank 330.01%0.01%0.01%Q4 2020Q2 20213
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Relyea Zuckerberg Hanson LLC 220.06%0.06%0.06%Q4 2023Q1 20242
Carlton Hofferkamp & Jenks Wealth Management, LLC 220.08%0.08%0.08%Q2 2022Q3 20222
Paloma Partners Management Co 220.01%0.01%0.01%Q2 2013Q3 20132
WFA of San Diego, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Sightline Wealth Advisors, LLC 220.16%0.20%0.25%Q4 2020Q1 20212
First Command Financial Services, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
Segantii Capital Management Ltd 220.00%0.00%0.00%Q4 2021Q1 20222
Crewe Advisors LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q1 2019Q1 20202
Family Asset Management, LLC 220.20%0.21%0.23%Q4 2022Q1 20232
Waverly Advisors, LLC 220.02%0.03%0.04%Q1 2024Q2 20242
Glassman Wealth Services 220.03%0.03%0.03%Q3 2020Q4 20202
EPG Wealth Management LLC 220.01%0.01%0.01%Q4 2019Q1 20202
OLD NATIONAL BANCORP /IN/ 220.01%0.01%0.01%Q1 2021Q2 20212
Landmark Bank 223.41%3.57%3.74%Q2 2018Q3 20182
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Relative Value Partners Group, LLC 220.27%0.27%0.27%Q4 2023Q1 20242
Regal Investment Advisors LLC 220.04%0.04%0.04%Q3 2018Q4 20182
ORG Partners LLC 220.00%0.02%0.03%Q1 2024Q2 20242
Aveo Capital Partners, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Archer Investment Corp 220.02%0.02%0.02%Q4 2020Q1 20212
Virtue Capital Management, LLC 220.03%0.04%0.05%Q4 2017Q1 20182
FSA Wealth Management LLC 220.01%0.02%0.02%Q4 2023Q1 20242
BRIGHTON JONES LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Perigon Wealth Management, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
CORNERSTONE ADVISORS INC 110.04%0.30%0.57%Q2 2013Q2 20162
Cornerstone Wealth Management, LLC 220.02%0.03%0.03%Q2 2018Q3 20182
Gilliland Jeter Wealth Management LLC 220.02%0.02%0.02%Q1 2024Q2 20242
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Squarepoint Ops LLC 110.02%0.02%0.02%Q4 2015Q4 20172
Pathstone Holdings, LLC 220.01%0.06%0.10%Q1 2024Q2 20242
Glen Eagle Advisors, LLC 220.07%0.07%0.07%Q1 2024Q2 20242
HAZLETT, BURT & WATSON, INC. 220.01%0.01%0.01%Q3 2022Q4 20222
Texan Capital Management 220.48%0.70%0.93%Q2 2013Q3 20132
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.00%Q2 2013Q3 20132
Transamerica Financial Advisors, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
MONETARY MANAGEMENT GROUP INC 220.03%0.03%0.03%Q3 2016Q4 20162
Paradigm, Strategies in Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
WCG Wealth Advisors LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Icon Wealth Advisors, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
MACROVIEW INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q3 2015Q4 20152
Centiva Capital, LP 220.01%0.04%0.06%Q4 2023Q1 20242
MARINER INVESTMENT GROUP LLC 110.07%0.09%0.12%Q4 2013Q1 20152
Liberty Street Advisors, Inc. 221.15%1.17%1.18%Q2 2015Q3 20152
Flow State Investments, L.P. 220.78%0.90%1.03%Q1 2024Q2 20242
HANCOCK WHITNEY CORP 220.01%0.01%0.01%Q2 2013Q3 20132
MCIA Inc 220.03%0.03%0.03%Q2 2017Q3 20172
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q4 2016Q1 20172
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2023Q1 20242
RFG Advisory, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Crestone Asset Management LLC 220.06%0.06%0.06%Q3 2023Q4 20232
Wagner Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
TRUST CO OF VERMONT 220.00%0.00%0.00%Q3 2022Q4 20222
PETERSON WEALTH MANAGEMENT 220.14%0.16%0.18%Q4 2019Q1 20202
Destination Wealth Management 220.01%0.01%0.01%Q4 2022Q1 20232
First Command Bank 220.00%0.00%0.00%Q1 2019Q2 20192
Simplicity Solutions, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
Independent Advisor Alliance 110.06%0.06%0.06%Q1 2017Q4 20192
QUADRANT CAPITAL GROUP LLC 220.01%0.01%0.01%Q3 2021Q4 20212
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Avantax Planning Partners, Inc. 110.00%0.00%0.01%Q1 2018Q3 20182
TIAA TRUST, NATIONAL ASSOCIATION 220.00%0.00%0.00%Q1 2024Q2 20242
FLC Capital Advisors 220.06%0.06%0.06%Q1 2024Q2 20242
Sound View Wealth Advisors, LLC 220.05%0.05%0.06%Q4 2018Q1 20192
LBA Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Stevens First Principles Investment Advisors 220.00%0.00%0.00%Q3 2013Q4 20132
InTrack Investment Management Inc 220.12%0.22%0.33%Q1 2023Q2 20232
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Hilton Capital Management, LLC 220.13%0.18%0.22%Q4 2015Q1 20162
Lenox Wealth Advisors, LLC 220.00%0.01%0.01%Q2 2016Q3 20162
Fortitude Family Office, LLC 220.03%0.03%0.03%Q4 2023Q1 20242
Coastal Bridge Advisors, LLC 220.05%0.07%0.09%Q4 2016Q1 20172
Gruss Capital Management LP 220.01%0.01%0.01%Q4 2013Q1 20142
Hilltop National Bank 220.00%0.00%0.00%Q1 2024Q2 20242
Claren Road Asset Management, LLC 220.81%1.10%1.40%Q2 2013Q3 20132
Kuhn & Co Investment Counsel 220.15%0.15%0.15%Q1 2024Q2 20242
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 220.02%0.02%0.03%Q3 2018Q4 20182
MANAGED ACCOUNT SERVICES INC 220.09%0.09%0.10%Q4 2018Q1 20192
CAPITAL ADVISORS INC/OK 220.00%0.00%0.01%Q1 2024Q2 20242
Fisher Asset Management, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Dorsey & Whitney Trust CO LLC 110.01%0.01%0.01%Q3 2021Q2 20242
NewDay Solutions, LLC 110.10%0.10%0.11%Q4 2018Q3 20192
Sea Otter Advisors LLC 220.28%0.29%0.30%Q1 2023Q2 20232
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.02%0.02%0.03%Q1 2024Q2 20242
Dixon Hughes Goodman Wealth Advisors LLC 220.03%0.03%0.03%Q4 2021Q1 20222
INVESTMENT CENTERS OF AMERICA INC 220.01%0.01%0.01%Q4 2016Q1 20172
Tarbox Family Office, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Stonebrook Private Inc. 220.07%0.07%0.08%Q4 2023Q1 20242
MOODY NATIONAL BANK TRUST DIVISION 220.01%0.01%0.02%Q4 2023Q1 20242
Jacobi Capital Management LLC 220.00%0.00%0.00%Q3 2016Q4 20162
Riverview Trust Co 110.03%0.03%0.03%Q2 2022Q2 20221
Centerpoint Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
CITY NATIONAL BANK 110.00%0.00%0.00%Q1 2015Q1 20151
Modern Wealth Management, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Constitution Capital LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Argent Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
Cordasco Financial Network 110.00%0.00%0.00%Q4 2016Q4 20161
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Forvis Mazars Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MB Generational Wealth, LLC 110.06%0.06%0.06%Q1 2024Q1 20241
Golden State Wealth Management, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
HRT FINANCIAL LP 110.00%0.00%0.00%Q1 2024Q1 20241
Widmann Financial Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Callan Capital, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Matisse Capital 110.13%0.13%0.13%Q4 2019Q4 20191
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q4 2021Q4 20211
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
GenTrust, LLC 110.18%0.18%0.18%Q4 2018Q4 20181
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Luken Investment Analytics, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
BAYSHORE ASSET MANAGEMENT, LLC 110.11%0.11%0.11%Q1 2024Q1 20241
Andrew Hill Investment Advisors, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Leo Wealth, LLC 110.21%0.21%0.21%Q2 2024Q2 20241
DENVER INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Adams Wealth Management 110.02%0.02%0.02%Q3 2020Q3 20201
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Old North State Trust, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Triangle Securities Wealth Management 110.09%0.09%0.09%Q1 2020Q1 20201
Integrated Wealth Management 110.01%0.01%0.01%Q1 2015Q1 20151
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2024Q2 20241
COLONY GROUP LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Hobbs Group Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
ZWJ INVESTMENT COUNSEL INC 110.03%0.03%0.03%Q1 2017Q1 20171
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Loveless Wealth Management LLC 110.20%0.20%0.20%Q4 2019Q4 20191
WINTRUST INVESTMENTS LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Colony Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Aristides Capital LLC 110.24%0.24%0.24%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Questar Asset Management, Inc. 110.17%0.17%0.17%Q4 2018Q4 20181
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.02%0.02%0.02%Q4 2022Q4 20221
WFA Asset Management Corp 110.01%0.01%0.01%Q2 2023Q2 20231
Global Assets Advisory, LLC 110.04%0.04%0.04%Q1 2024Q1 20241
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Missouri Trust & Investment Co 110.02%0.02%0.02%Q2 2023Q2 20231
XTX Topco Ltd 110.02%0.02%0.02%Q2 2024Q2 20241
Suncoast Equity Management 110.02%0.02%0.02%Q2 2023Q2 20231
Jane Street Holding, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Gradient Investments LLC 110.00%0.00%0.00%Q1 2020Q1 20201
1919 Investment Counsel, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Peak Capital Management LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Robbins Farley 110.03%0.03%0.03%Q1 2021Q1 20211
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q1 2022Q1 20221
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Meridian Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
FIRST FINANCIAL EQUITY CORPORATION 110.09%0.09%0.09%Q1 2017Q1 20171
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q2 2022Q2 20221
WealthTrust Fairport, LLC 110.02%0.02%0.02%Q2 2014Q2 20141
WETZEL INVESTMENT ADVISORS, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Edge Capital Group, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2018Q4 20181
HBK INVESTMENTS L P 110.02%0.02%0.02%Q4 2018Q4 20181
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MADDEN SECURITIES Corp 110.02%0.02%0.02%Q4 2022Q4 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Townsend & Associates, Inc 110.12%0.12%0.12%Q4 2017Q4 20171
ADIRONDACK TRUST CO 110.02%0.02%0.02%Q1 2023Q1 20231
Cable Hill Partners, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SageView Advisory Group, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Secure Asset Management, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Davidson Capital Management Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Janney Capital Management LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Waterloo Capital, L.P. 110.12%0.12%0.12%Q1 2020Q1 20201
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
BOOTHBAY FUND MANAGEMENT, LLC 110.17%0.17%0.17%Q4 2016Q4 20161
Garrett Wealth Advisory Group, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Tradewinds, LLC. 110.04%0.04%0.04%Q2 2024Q2 20241
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2016Q3 20161
INVESTMENT PARTNERS, LTD. 110.06%0.06%0.06%Q3 2022Q3 20221
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
PRINCIPAL SECURITIES, INC. 110.00%0.00%0.00%Q4 2023Q4 20231
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
SOUTH TEXAS MONEY MANAGEMENT LTD 110.01%0.01%0.01%Q1 2017Q1 20171
Orion Capital Management LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Atlantic Edge Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
WEALTHSPAN PARTNERS, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BlueSky Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
MAGNOLIA CAPITAL ADVISORS LLC 110.10%0.10%0.10%Q1 2022Q1 20221
TRUEWEALTH LLC 110.02%0.02%0.02%Q4 2019Q4 20191
LM Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
AMERICAN NATIONAL BANK & TRUST 110.01%0.01%0.01%Q1 2024Q1 20241
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Samson Capital Advisors LLC 111.70%1.70%1.70%Q3 2015Q3 20151
Sabal Trust CO 110.01%0.01%0.01%Q4 2022Q4 20221
GFS Advisors, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
DONALDSON CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
SUMMIT SECURITIES GROUP LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Urban Wealth Management, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
MONROE BANK & TRUST/MI 110.01%0.01%0.01%Q4 2013Q4 20131
Cassaday & Co Wealth Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MELFA WEALTH MANAGEMENT, INC. 110.15%0.15%0.15%Q2 2024Q2 20241
Autumn Glory Partners, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Stratos Wealth Advisors, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.01%0.01%0.01%Q4 2016Q4 20161
Stephens Consulting, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FIR TREE CAPITAL MANAGEMENT LP 110.12%0.12%0.12%Q3 2013Q3 20131
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
Brookstone Capital Management 110.00%0.00%0.00%Q4 2022Q4 20221
Almitas Capital LLC 110.23%0.23%0.23%Q1 2024Q1 20241
CAPITAL CITY TRUST CO/FL 110.14%0.14%0.14%Q3 2020Q3 20201
Sollinda Capital Management LLC 110.07%0.07%0.07%Q4 2023Q4 20231
Marquette Asset Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Brendel Financial Advisors LLC 110.04%0.04%0.04%Q2 2021Q2 20211
BUCKINGHAM STRATEGIC WEALTH, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Elequin Capital, LP 110.01%0.01%0.01%Q4 2023Q4 20231
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Forum Financial Management, LP 110.02%0.02%0.02%Q4 2021Q4 20211
Turtle Creek Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q4 20221
HARTLINE INVESTMENT CORP/ 110.03%0.03%0.03%Q1 2024Q1 20241
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q1 2024Q1 20241
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This page lists all the filers that currently own NUVEEN AMT FREE QLTY MUN INC or have owned NUVEEN AMT FREE QLTY MUN INC in the past.