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
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202342
GOODWIN DANIEL L 42420.34%0.80%1.64%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.02%0.05%0.09%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.03%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
Creative Planning 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
Janney Montgomery Scott LLC 41410.01%0.02%0.04%Q3 2013Q3 202341
HighTower Advisors, LLC 41410.00%0.03%0.10%Q3 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.02%Q2 2013Q3 202341
LPL Financial LLC 26150.01%0.01%0.06%Q2 2013Q3 202341
Karpus Management, Inc. 2850.01%2.01%6.89%Q2 2013Q3 202340
BENJAMIN F. EDWARDS & COMPANY, INC. 29110.00%0.04%0.20%Q2 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 2380.01%0.02%0.06%Q2 2013Q3 202340
GUGGENHEIM CAPITAL LLC 30100.00%0.15%0.45%Q2 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 3910.00%0.01%0.02%Q2 2013Q3 202340
AMERIPRISE FINANCIAL INC 40400.00%0.00%0.01%Q4 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.02%0.06%0.15%Q4 2013Q3 202340
Oxbow Advisors, LLC 22150.05%1.30%2.68%Q2 2013Q3 202337
FIRST UNITED BANK & TRUST 37370.06%0.13%0.22%Q2 2013Q2 202237
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202336
JFS WEALTH ADVISORS, LLC 36360.01%0.84%1.37%Q4 2014Q3 202336
STIFEL FINANCIAL CORP 36360.00%0.02%0.04%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.00%0.02%0.06%Q4 2013Q3 202336
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2610.04%0.22%0.46%Q4 2013Q3 202334
Roble, Belko & Company, Inc 34340.00%0.05%0.16%Q2 2015Q3 202334
Tradewinds Capital Management, LLC 34340.00%0.48%1.46%Q4 2013Q1 202234
Summit Financial Wealth Advisors, LLC 34340.12%0.27%0.47%Q2 2015Q3 202334
Invesco Ltd. 2950.00%0.00%0.01%Q2 2013Q3 202334
Private Advisor Group, LLC 2250.00%0.01%0.04%Q1 2014Q3 202333
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
ALLIANCEBERNSTEIN L.P. 2750.00%0.00%0.00%Q1 2014Q3 202332
CWM, LLC 2480.00%0.00%0.01%Q3 2015Q3 202332
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1940.04%0.15%0.30%Q2 2015Q3 202332
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20120.01%0.03%0.05%Q2 2013Q1 202232
Baird Financial Group, Inc. 2930.00%0.01%0.02%Q2 2015Q3 202332
COHEN & STEERS, INC. 2930.00%0.01%0.02%Q3 2015Q3 202332
RIVERNORTH CAPITAL MANAGEMENT, LLC 2920.01%3.82%8.33%Q4 2013Q3 202331
Geneos Wealth Management Inc. 31310.00%0.02%0.03%Q1 2016Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.00%0.00%0.00%Q2 2016Q4 202331
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2920.00%0.01%0.02%Q2 2013Q3 202331
Capital Investment Advisors, LLC 30300.11%0.15%0.22%Q3 2016Q4 202330
CULLEN/FROST BANKERS, INC. 2910.00%0.01%0.02%Q2 2013Q3 202330
Cambridge Investment Research Advisors, Inc. 2910.01%0.01%0.02%Q1 2014Q3 202330
SIT INVESTMENT ASSOCIATES INC 2910.01%0.70%1.34%Q2 2013Q3 202330
Advisors Asset Management, Inc. 2910.03%0.07%0.14%Q2 2013Q3 202330
FIRST FOUNDATION ADVISORS 30300.01%0.04%0.12%Q2 2016Q3 202330
OPPENHEIMER & CO INC 2910.01%0.01%0.02%Q2 2013Q3 202330
RMB Capital Management, LLC 2710.01%0.02%0.25%Q2 2013Q3 202330
Riggs Asset Managment Co. Inc. 29290.01%0.07%1.66%Q3 2016Q3 202329
Sandy Spring Bank 29290.00%0.02%0.03%Q3 2016Q3 202329
WHITTIER TRUST CO OF NEVADA INC 29290.00%0.05%0.13%Q3 2016Q3 202329
Cetera Advisor Networks LLC 2110.00%0.01%0.04%Q2 2013Q3 202329
WEDBUSH SECURITIES INC 29290.01%0.04%0.09%Q3 2016Q3 202329
Mariner, LLC 29290.00%0.01%0.02%Q3 2016Q3 202329
MACKAY SHIELDS LLC 29290.15%0.41%1.18%Q3 2016Q3 202329
FIRST TRUST ADVISORS LP 29290.00%0.00%0.01%Q3 2016Q3 202329
Kistler-Tiffany Companies, LLC 2810.00%0.00%0.04%Q2 2013Q2 202329
NORTHERN TRUST CORP 29290.00%0.00%0.00%Q3 2016Q3 202329
WHITTIER TRUST CO 29290.00%0.02%0.05%Q3 2016Q3 202329
Sigma Planning Corp 17110.01%0.03%0.06%Q4 2014Q3 202328
North Star Investment Management Corp. 28280.01%0.02%0.02%Q4 2016Q3 202328
WESBANCO BANK INC 17110.02%0.04%0.06%Q3 2016Q3 202328
Cetera Investment Advisers 2260.00%0.06%0.17%Q3 2016Q3 202328
WEBSTER BANK, N. A. 28280.01%0.01%0.02%Q4 2016Q3 202328
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 28280.03%0.06%0.09%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.11%0.24%Q4 2016Q3 202328
Bartlett & Co. LLC 1370.00%0.00%0.00%Q3 2016Q4 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
Arete Wealth Advisors, LLC 1330.10%0.24%0.69%Q3 2016Q3 202327
MML INVESTORS SERVICES, LLC 27270.00%0.01%0.02%Q1 2017Q3 202327
Sheaff Brock Investment Advisors, LLC 15110.01%0.02%0.05%Q4 2015Q3 202326
Vivaldi Capital Management LP 2420.00%0.71%1.93%Q1 2017Q3 202326
KEYBANK NATIONAL ASSOCIATION/OH 26260.00%0.00%0.00%Q3 2016Q4 202226
Steward Partners Investment Advisory, LLC 1970.00%0.02%0.06%Q1 2017Q3 202326
BB&T SECURITIES, LLC 26260.00%0.02%0.05%Q2 2013Q3 201926
MAD RIVER INVESTORS 26260.18%0.42%0.69%Q3 2016Q4 202226
TRUIST FINANCIAL CORP 16100.00%0.01%0.02%Q1 2017Q3 202326
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 25250.10%0.49%1.11%Q3 2017Q3 202325
ProVise Management Group, LLC 25250.02%0.03%0.06%Q3 2016Q3 202225
Bogart Wealth, LLC 25250.00%0.01%0.02%Q3 2017Q3 202325
ROBINSON CAPITAL MANAGEMENT, LLC 1420.00%3.10%6.02%Q4 2015Q3 202325
Community Bank & Trust, Waco, Texas 1780.04%0.08%0.13%Q3 2016Q3 202325
M&T BANK CORP 2050.00%0.00%0.00%Q2 2013Q3 202325
Snowden Capital Advisors LLC 1070.01%0.03%0.06%Q2 2016Q3 202325
Thomas J. Herzfeld Advisors, Inc. 1860.02%0.06%0.24%Q2 2013Q4 202024
PEOPLES FINANCIAL SERVICES CORP. 24240.02%0.03%0.04%Q1 2016Q4 202124
ASSETMARK, INC 24240.00%0.00%0.00%Q4 2015Q3 202124
Claybrook Capital, LLC 24240.01%1.54%2.27%Q4 2017Q3 202324
BAR HARBOR WEALTH MANAGEMENT 24240.01%0.02%0.02%Q4 2017Q3 202324
Wealth Advisors of Tampa Bay, LLC 24240.10%0.77%1.60%Q4 2017Q3 202324
Successful Portfolios LLC 24240.23%0.38%0.57%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.05%Q4 2017Q3 202324
Horizon Kinetics 23230.00%0.09%0.23%Q2 2013Q4 201823
MGO ONE SEVEN LLC 2120.01%0.04%0.10%Q4 2017Q3 202323
SALEM INVESTMENT COUNSELORS INC 1580.00%0.00%0.01%Q4 2016Q3 202223
GARRISON BRADFORD & ASSOCIATES INC 12110.15%0.31%0.42%Q2 2013Q1 201923
Capital Analysts, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
Fiera Capital Corp 1720.00%0.02%0.04%Q4 2015Q3 202223
Patriot Financial Group Insurance Agency, LLC 23230.01%0.02%0.06%Q4 2016Q2 202223
AE Wealth Management LLC 23230.00%0.01%0.03%Q1 2018Q3 202323
Laurel Wealth Advisors, Inc. 23230.02%0.07%0.23%Q3 2016Q1 202223
AdvisorNet Financial, Inc 23230.00%0.01%0.02%Q4 2017Q2 202323
Founders Capital Management 13100.02%0.04%0.07%Q4 2017Q4 202323
Sowell Financial Services LLC 1010.00%0.04%0.06%Q4 2016Q3 202323
Koshinski Asset Management, Inc. 23230.02%0.18%1.01%Q1 2017Q3 202223
JPMORGAN CHASE & CO 1210.00%0.00%0.00%Q4 2015Q3 202322
StrategIQ Financial Group, LLC 22220.11%0.28%0.45%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 1930.00%0.00%0.00%Q1 2016Q3 202322
USCA RIA LLC 1660.01%0.07%0.16%Q4 2015Q2 202122
Beaumont Financial Partners, LLC 22220.02%0.06%0.15%Q4 2016Q1 202222
Stratos Wealth Partners, LTD. 1410.01%0.02%0.05%Q3 2016Q3 202322
Financial Management Professionals, Inc. 22220.00%0.01%0.03%Q1 2018Q2 202322
NWAM LLC 22220.02%0.20%0.38%Q4 2015Q1 202122
IBEX WEALTH ADVISORS 1910.03%0.63%1.34%Q4 2016Q4 202222
DELTA ASSET MANAGEMENT LLC/TN 22220.00%0.00%0.01%Q3 2016Q4 202122
STEPHENS INC /AR/ 22220.00%0.01%0.01%Q2 2018Q3 202322
Dakota Wealth Management 21210.05%0.48%1.09%Q3 2018Q3 202321
D.A. DAVIDSON & CO. 1610.00%0.01%0.03%Q2 2013Q3 202321
SevenBridge Financial Group, LLC 1830.07%0.13%0.16%Q4 2016Q1 202221
IFP Advisors, Inc 1470.00%0.01%0.04%Q4 2015Q3 202321
Pinnacle Wealth Planning Services, Inc. 1520.02%0.07%0.19%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
1832 Asset Management L.P. 1830.00%0.01%0.02%Q3 2016Q2 202321
Edge Wealth Management LLC 1460.01%0.24%0.54%Q2 2016Q2 202120
TrinityPoint Wealth, LLC 20200.27%0.99%1.81%Q4 2018Q3 202320
Highlander Capital Management, LLC 20200.01%0.01%0.01%Q2 2013Q1 201820
Vantage Investment Advisors, LLC 20200.00%0.02%0.03%Q4 2013Q3 201820
Dynamic Advisor Solutions LLC 1280.01%0.03%0.05%Q1 2018Q1 202320
First Allied Advisory Services, Inc. 710.00%0.04%0.17%Q2 2013Q3 202020
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
Family Management Corp 20200.04%0.33%1.13%Q4 2018Q3 202320
HUNTINGTON NATIONAL BANK 1010.00%0.00%0.00%Q4 2011Q3 202320
Congress Park Capital LLC 19191.13%3.11%6.01%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.01%Q1 2019Q3 202319
COMMERCE BANK 910.00%0.00%0.00%Q2 2013Q2 202319
DELPHI FINANCIAL GROUP, INC. 19190.92%2.12%4.20%Q4 2018Q2 202319
OPTIMUM INVESTMENT ADVISORS 1540.01%0.03%0.20%Q4 2015Q3 202119
Beacon Capital Management, Inc. 1270.00%0.02%0.05%Q4 2013Q4 202219
Rockefeller Capital Management L.P. 19190.00%0.04%0.06%Q1 2019Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.08%0.19%0.33%Q1 2019Q3 202319
Taylor Hoffman Wealth Management 1090.01%0.09%0.13%Q4 2017Q3 202219
DIXON HUBARD FEINOUR & BROWN INC/VA 19190.02%0.05%0.07%Q3 2016Q1 202119
Jupiter Wealth Management LLC 19190.20%1.37%2.75%Q1 2019Q3 202319
BDO Wealth Advisors, LLC 1320.00%0.06%0.20%Q2 2017Q2 202319
Global Retirement Partners, LLC 18180.00%0.00%0.02%Q2 2019Q3 202318
SeaCrest Wealth Management, LLC 1350.02%0.03%0.09%Q4 2017Q1 202318
Belpointe Asset Management LLC 1610.01%0.03%0.06%Q4 2017Q1 202318
Financial Architects, Inc 1510.00%0.00%0.00%Q2 2014Q3 201918
Commonwealth Equity Services, Inc 18180.01%0.03%0.07%Q2 2013Q3 201718
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
CIBC Private Wealth Group, LLC 18180.00%0.01%0.01%Q4 2018Q1 202318
Ancora Advisors LLC 1310.00%0.00%0.02%Q2 2013Q3 202318
Freestone Capital Holdings, LLC 1510.00%0.02%0.05%Q3 2015Q4 202218
Transform Wealth, LLC 930.02%0.05%0.20%Q3 2016Q3 202318
Hudock, Inc. 18180.00%0.01%0.05%Q2 2013Q3 201718
Edmonds Duncan Registered Investment Advisors, LLC 18180.22%0.29%0.43%Q2 2019Q3 202318
HBK Sorce Advisory LLC 18180.01%0.03%0.06%Q3 2016Q4 202018
Cito Capital Group, LLC 1610.08%0.11%0.15%Q3 2017Q3 202217
Choate Investment Advisors 17170.01%0.02%0.02%Q3 2019Q3 202317
1607 Capital Partners, LLC 17170.35%0.51%0.81%Q3 2016Q3 202017
Sound View Wealth Advisors Group, LLC 980.01%0.04%0.06%Q2 2019Q3 202317
GILL CAPITAL PARTNERS, LLC 1611.01%3.85%4.88%Q4 2018Q4 202317
PARK AVENUE SECURITIES LLC 1410.00%0.02%0.03%Q1 2019Q3 202317
Cresset Asset Management, LLC 17170.00%0.04%0.08%Q3 2019Q3 202317
EVOKE WEALTH, LLC 17170.05%0.10%0.15%Q3 2019Q3 202317
Wealthcare Advisory Partners LLC 810.01%0.01%0.01%Q2 2018Q2 202317
6 Meridian 17170.13%0.30%0.43%Q4 2017Q4 202117
CAPTRUST FINANCIAL ADVISORS 750.00%0.00%0.00%Q2 2013Q3 202317
FNY Investment Advisers, LLC 520.00%0.05%0.12%Q2 2018Q3 202317
CENTRAL TRUST Co 17170.00%0.00%0.00%Q4 2017Q4 202117
Concert Wealth Management Inc. 17170.00%0.07%0.37%Q2 2013Q2 201717
TCI Wealth Advisors, Inc. 1110.00%0.00%0.01%Q4 2013Q1 202316
Bedel Financial Consulting, Inc. 16160.01%0.04%0.06%Q1 2018Q4 202116
SYNOVUS FINANCIAL CORP 1510.00%0.00%0.00%Q2 2013Q1 202016
Veritable, L.P. 16160.22%0.45%0.57%Q4 2018Q3 202216
SECURITY NATIONAL TRUST CO 1510.01%0.03%0.05%Q2 2013Q4 202016
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.00%0.02%Q2 2013Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Next Capital Management LLC 16160.24%0.35%0.46%Q4 2018Q3 202216
Sunbelt Securities, Inc. 810.02%0.11%0.23%Q4 2014Q3 202316
Rock Point Advisors, LLC 16160.09%0.21%0.39%Q4 2019Q3 202316
REGIONS FINANCIAL CORP 710.00%0.00%0.00%Q4 2016Q4 202116
SHEETS SMITH WEALTH MANAGEMENT 1060.02%0.03%0.04%Q3 2016Q1 202216
FineMark National Bank & Trust 16160.00%0.01%0.02%Q2 2013Q1 201716
LEVEL FOUR ADVISORY SERVICES, LLC 1010.01%0.02%0.05%Q1 2017Q4 202216
Element Wealth, LLC 16160.28%0.45%0.68%Q4 2019Q3 202316
ROOSEVELT INVESTMENT GROUP LLC 16160.02%0.03%0.06%Q4 2018Q3 202216
Sargent Bickham Lagudis LLC 16160.00%0.00%0.00%Q2 2016Q1 202016
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 16160.10%0.15%0.22%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
LAZARD ASSET MANAGEMENT LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.02%0.03%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Allworth Financial LP 1050.00%0.00%0.00%Q1 2019Q3 202315
MSI Financial Services Inc 15150.01%0.03%0.07%Q2 2013Q4 201615
Savant Capital, LLC 15150.02%0.09%0.21%Q1 2020Q3 202315
Alpha Omega Wealth Management LLC 15150.01%0.01%0.01%Q4 2015Q2 201915
Bramshill Investments, LLC 15154.11%6.76%9.40%Q1 2020Q3 202315
ACCURATE INVESTMENT SOLUTIONS, INC. 15150.02%0.02%0.03%Q3 2016Q1 202015
BOKF, NA 960.01%0.01%0.02%Q4 2019Q3 202315
Moors & Cabot, Inc. 15150.02%0.07%0.15%Q1 2020Q3 202315
Capital Investment Advisory Services, LLC 1310.03%0.05%0.08%Q1 2020Q3 202314
SMH CAPITAL ADVISORS INC 1040.18%0.32%0.77%Q4 2019Q3 202314
AQR Arbitrage LLC 710.00%0.06%0.37%Q1 2015Q3 202314
Acorn Wealth Advisors, LLC 1130.08%0.10%0.12%Q4 2017Q3 202314
DOLIVER ADVISORS, LP 510.09%0.45%1.43%Q1 2013Q2 201814
New England Private Wealth Advisors LLC 14140.05%0.06%0.07%Q1 2017Q2 202014
BELLEVUE ASSET MANAGEMENT, LLC 14140.01%0.02%0.03%Q4 2019Q1 202314
NewEdge Advisors, LLC 1040.00%0.02%0.03%Q1 2020Q3 202314
Ellis Investment Partners, LLC 14140.01%0.01%0.01%Q2 2019Q3 202214
Sound Income Strategies, LLC 14140.00%0.00%0.01%Q4 2017Q1 202114
NEXT Financial Group, Inc 1310.00%0.02%0.04%Q3 2014Q3 201814
Wealth Quarterback LLC 610.08%0.11%0.14%Q1 1987Q3 202314
Summit Trail Advisors, LLC 14140.01%0.10%0.24%Q2 2020Q3 202314
SIGNATUREFD, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q3 2015Q3 202314
Royal Fund Management, LLC 14140.02%0.03%0.04%Q4 2016Q1 202014
VSR Financial Services, Inc. 13130.04%0.05%0.08%Q2 2013Q2 201613
Claraphi Advisory Network, LLC 940.04%0.16%0.30%Q4 2017Q1 202213
TOWER BRIDGE ADVISORS 13130.05%0.06%0.07%Q3 2016Q3 201913
Hartford Financial Management Inc. 1210.01%0.01%0.02%Q3 2017Q1 202113
BRAVE ASSET MANAGEMENT INC 730.12%0.64%1.21%Q2 2017Q4 202113
Kestra Advisory Services, LLC 13130.02%0.02%0.03%Q3 2020Q3 202313
Ranch Capital Advisors Inc. 13130.20%0.33%0.54%Q3 2019Q3 202213
Moisand Fitzgerald Tamayo, LLC 760.00%0.00%0.00%Q2 2020Q3 202313
Keel Point, LLC 13130.03%0.07%0.09%Q1 2019Q1 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Global Endowment Management, LP 13130.09%0.29%0.79%Q3 2013Q3 201613
FMR LLC 510.00%0.00%0.00%Q3 2018Q3 202313
Venture Visionary Partners LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
Well Done, LLC 1010.01%0.03%0.05%Q1 2018Q2 202312
CHILDRESS CAPITAL ADVISORS, LLC 12120.03%0.43%0.59%Q4 2020Q3 202312
Oliver Luxxe Assets LLC 12120.07%0.09%0.12%Q3 2016Q2 201912
HM PAYSON & CO 750.00%0.00%0.01%Q3 2016Q4 202012
Carroll Financial Associates, Inc. 810.00%0.00%0.00%Q4 2016Q4 202112
Westchester Capital Management, LLC 840.01%0.05%0.10%Q4 2019Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.08%0.09%0.12%Q4 2018Q3 202112
Cetera Advisors LLC 1110.00%0.01%0.01%Q3 2018Q3 202312
Kercheville Advisors, LLC 12120.06%0.08%0.11%Q4 2020Q3 202312
ALTFEST L J & CO INC 750.05%0.08%0.12%Q3 2020Q3 202312
Tower Research Capital LLC (TRC) 410.00%0.00%0.01%Q2 2013Q2 202312
CAROLINAS WEALTH CONSULTING LLC 12120.00%0.02%0.03%Q3 2020Q2 202312
Valeo Financial Advisors, LLC 12120.00%0.00%0.01%Q2 2018Q1 202112
Kalos Management, Inc. 750.16%0.19%0.24%Q4 2017Q4 202012
Magnus Financial Group LLC 12120.03%0.09%0.16%Q4 2019Q3 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Altus Wealth Group LLC 12120.46%1.00%1.31%Q4 2020Q3 202312
Laird Norton Wetherby Wealth Management, LLC 1020.02%0.03%0.04%Q2 2016Q2 201912
Realta Investment Advisors 1110.00%0.15%0.20%Q1 2019Q3 202312
Mutual Advisors, LLC 11110.02%0.04%0.08%Q4 2017Q2 202011
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 11110.05%0.09%0.11%Q1 2021Q3 202311
Ironsides Asset Advisors, LLC 810.06%0.10%0.11%Q2 2014Q2 202211
Spire Wealth Management 11110.02%0.03%0.04%Q1 2021Q3 202311
Beirne Wealth Consulting Services, LLC 610.11%0.17%0.25%Q4 2018Q4 202111
MBA Advisors LLC 11110.11%0.21%0.31%Q1 2021Q3 202311
Pointe Capital Management LLC 11110.20%0.38%0.68%Q1 2021Q3 202311
INFRASTRUCTURE CAPITAL ADVISORS, LLC 11110.08%0.13%0.28%Q4 2016Q2 201911
WealthShield Partners, LLC 11110.03%0.07%0.15%Q4 2019Q2 202211
Certified Advisory Corp 11110.00%0.01%0.01%Q4 2017Q2 202011
Aberdeen Wealth Management LLC 420.17%0.24%0.39%Q4 2019Q3 202311
WealthBridge Capital Management, LLC 920.02%0.11%0.19%Q4 2018Q3 202211
Piscataqua Savings Bank 11110.01%0.01%0.01%Q1 2021Q3 202311
Silver Lake Advisory, LLC 1010.31%0.41%0.44%Q1 2015Q3 201811
Hennion & Walsh Asset Management, Inc. 11110.43%0.81%1.17%Q1 2021Q3 202311
SANDERS MORRIS HARRIS LLC 430.00%0.11%0.43%Q1 2016Q2 202111
REILLY FINANCIAL ADVISORS, LLC 820.00%0.00%0.00%Q2 2015Q4 202110
Clean Yield Group 10100.03%0.05%0.05%Q2 2021Q3 202310
NORTHERN CAPITAL MANAGEMENT LLC 10100.46%0.68%1.14%Q3 2016Q4 201810
LexAurum Advisors, LLC 10100.08%0.16%0.24%Q2 2021Q3 202310
OAK HILL ADVISORS LP 10101.16%1.60%2.36%Q4 2013Q1 201610
Commonwealth Financial Services, LLC 10100.02%0.03%0.06%Q4 2014Q1 201710
MUFG Americas Holdings Corp 610.00%0.00%0.00%Q4 2013Q4 202010
GUYASUTA INVESTMENT ADVISORS INC 510.04%0.07%0.12%Q3 2016Q4 201910
BANK OF MONTREAL /CAN/ 310.00%0.00%0.00%Q4 2013Q3 202210
Syverson Strege & Co 10100.02%0.06%0.14%Q4 2020Q1 202310
WEST PACES ADVISORS INC. 10100.01%0.01%0.01%Q2 2021Q3 202310
Bank of New York Mellon Corp 710.00%0.00%0.00%Q2 2017Q3 202310
Hanson & Doremus Investment Management 910.00%0.00%0.00%Q3 2016Q3 202310
First Horizon Advisors, Inc. 410.00%0.01%0.04%Q3 2016Q2 202310
1834 INVESTMENT ADVISORS CO 10100.01%0.01%0.01%Q4 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.01%0.04%0.08%Q1 2021Q3 202310
McGowan Group Asset Management, Inc. 550.33%1.00%1.22%Q4 2014Q2 202310
Huber Financial Advisors, LLC 10100.83%1.37%2.40%Q4 2017Q1 202010
EATON VANCE MANAGEMENT 10100.00%0.00%0.00%Q2 2020Q3 202210
CoreFirst Bank & Trust 10100.00%0.00%0.01%Q4 2020Q1 202310
EP Wealth Advisors, LLC 990.02%0.06%0.09%Q3 2016Q3 20189
Good Life Advisors, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
J.W. COLE ADVISORS, INC. 810.01%0.02%0.04%Q3 2020Q4 20229
RDA Financial Network 990.05%0.06%0.07%Q1 2021Q1 20239
Aviance Capital Partners, LLC 990.03%0.05%0.12%Q1 2021Q1 20239
CABOT WEALTH MANAGEMENT INC 630.03%0.04%0.06%Q1 2017Q1 20209
OneDigital Investment Advisors LLC 990.00%0.01%0.02%Q2 2017Q2 20199
Hexagon Capital Partners LLC 990.00%0.00%0.00%Q3 2021Q3 20239
GOLDMAN SACHS GROUP INC 510.00%0.00%0.00%Q2 2015Q2 20239
Cranbrook Wealth Management, LLC 810.00%0.02%0.02%Q3 2019Q3 20229
THRIVENT FINANCIAL FOR LUTHERANS 610.00%0.00%0.00%Q3 2017Q1 20229
LeJeune Puetz Investment Counsel LLC 990.20%0.27%0.31%Q1 2021Q1 20239
Darwin Wealth Management, LLC 990.03%0.06%0.11%Q3 2019Q3 20219
Larson Financial Group LLC 990.00%0.00%0.00%Q3 2021Q3 20239
GPS Wealth Strategies Group, LLC 990.01%0.02%0.05%Q1 2021Q1 20239
VICUS CAPITAL 990.03%0.14%0.34%Q3 2016Q3 20189
Redhawk Wealth Advisors, Inc. 990.16%0.19%0.25%Q3 2021Q3 20239
Maryland Capital Management 990.01%0.01%0.04%Q1 2020Q1 20229
AVANTAX ADVISORY SERVICES, INC. 410.00%0.00%0.01%Q3 2020Q3 20239
Wealthspire Advisors, L.P. 510.00%0.01%0.01%Q1 2017Q4 20199
Main Management LLC 720.00%0.04%0.08%Q2 2020Q3 20239
Private Wealth Partners, LLC 990.01%0.02%0.03%Q3 2021Q3 20239
Prospera Financial Services Inc 710.02%0.03%0.10%Q3 2016Q3 20229
Stonebridge Capital Advisors LLC 990.26%0.33%0.39%Q2 2019Q2 20219
FARMERS & MERCHANTS INVESTMENTS INC 630.00%0.00%0.00%Q3 2016Q4 20229
VisionPoint Advisory Group, LLC 990.06%0.09%0.13%Q3 2021Q3 20239
EAGLE GLOBAL ADVISORS LLC 990.00%0.01%0.01%Q3 2016Q3 20189
B. Riley Wealth Advisors, Inc. 510.01%0.01%0.01%Q2 2014Q3 20239
SEGALL BRYANT & HAMILL, LLC 990.00%0.00%0.01%Q3 2019Q3 20219
Proficio Capital Partners LLC 630.50%1.75%3.28%Q3 2016Q3 20199
BOENNING & SCATTERGOOD, INC. 630.04%0.12%0.28%Q2 2019Q4 20229
SVB WEALTH LLC 990.00%0.00%0.01%Q3 2020Q3 20229
PEAPACK GLADSTONE FINANCIAL CORP 990.00%0.00%0.01%Q1 2021Q1 20239
BREITER CAPITAL MANAGEMENT INC 990.20%0.33%0.49%Q1 2020Q1 20229
TFS CAPITAL LLC 520.02%0.06%0.14%Q2 2013Q3 20169
CMC Financial Group 880.09%0.14%0.26%Q1 2021Q4 20228
Clear Creek Financial Management, LLC 510.02%0.03%0.04%Q2 2020Q3 20238
Heritage Trust Co 880.02%0.02%0.02%Q1 2017Q4 20188
TWO SIGMA SECURITIES, LLC 510.00%0.02%0.07%Q1 2017Q2 20198
Apeiron RIA LLC 880.06%0.09%0.12%Q4 2021Q3 20238
Live Your Vision, LLC 880.01%0.01%0.01%Q3 2016Q2 20188
Meixler Investment Management, Ltd. 880.11%0.47%1.00%Q4 2021Q3 20238
CENTAURUS FINANCIAL, INC. 710.01%0.02%0.07%Q2 2018Q2 20228
OAK HARBOR WEALTH PARTNERS, LLC 880.04%0.08%0.12%Q4 2021Q3 20238
Citadel Advisors 210.00%0.00%0.00%Q4 2017Q2 20238
ENTERPRISE FINANCIAL SERVICES CORP 880.03%0.03%0.03%Q3 2016Q2 20188
PANAGORA ASSET MANAGEMENT INC 880.00%0.00%0.00%Q3 2019Q2 20218
EVERGREEN CAPITAL MANAGEMENT LLC 880.02%0.02%0.03%Q3 2017Q2 20198
Fortitude Advisory Group L.L.C. 880.11%0.14%0.17%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
Crestwood Advisors Group, LLC 440.01%0.02%0.02%Q2 2015Q4 20178
Baron Financial Group, LLC 880.03%0.08%0.13%Q3 2020Q2 20228
Brown Advisory Securities, LLC 880.03%0.04%0.05%Q1 2019Q4 20208
FinTrust Capital Advisors, LLC 880.00%0.00%0.01%Q4 2018Q3 20208
Allspring Global Investments Holdings, LLC 880.00%0.02%0.03%Q4 2021Q3 20238
Hilltop Holdings Inc. 530.02%0.04%0.06%Q2 2021Q3 20238
Integrated Wealth Concepts LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Western Wealth Management, LLC 710.01%0.01%0.02%Q2 2021Q3 20238
Melone Private Wealth, LLC 881.16%1.63%1.94%Q4 2021Q3 20238
Founders Financial Alliance, LLC 510.04%0.06%0.06%Q3 2020Q3 20238
BAR HARBOR TRUST SERVICES 710.00%0.32%0.42%Q2 2015Q2 20228
DRIVE WEALTH MANAGEMENT, LLC 880.10%0.33%0.61%Q4 2021Q3 20238
Eagle Bluffs Wealth Management LLC 883.22%4.81%6.17%Q4 2021Q3 20238
Wealth Management Solutions, LLC 880.10%0.11%0.13%Q4 2021Q3 20238
DUMONT & BLAKE INVESTMENT ADVISORS LLC 770.04%0.05%0.05%Q1 2021Q3 20227
NORRIS PERNE & FRENCH LLP/MI 770.01%0.01%0.02%Q1 2021Q3 20227
L.M. KOHN & COMPANY 770.07%0.10%0.12%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Leicht Financial Planning & Wealth Management, Inc. 770.58%0.98%1.33%Q3 2018Q1 20207
Investors Capital Advisory Services 770.03%0.04%0.05%Q2 2013Q4 20147
BAIRD ROBERT W & CO INC /WI/ 770.01%0.01%0.01%Q3 2013Q1 20157
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
Bragg Financial Advisors, Inc 430.04%0.05%0.07%Q1 2020Q4 20217
Argentus Capital Management, LLC 770.03%0.04%0.05%Q2 2013Q4 20147
Pinnacle Summer Investments, Inc. 520.00%0.00%0.00%Q1 2014Q4 20157
Alexandria Capital, LLC 770.01%0.02%0.03%Q2 2015Q4 20167
Kerntke Otto McGlone Wealth Management Group 770.18%0.34%0.44%Q4 2019Q2 20217
Sterling Investment Advisors, Ltd. 770.00%0.00%0.00%Q2 2017Q4 20187
PIN OAK INVESTMENT ADVISORS INC 770.01%0.01%0.01%Q4 2017Q2 20197
Strategic Advisors LLC 510.02%0.14%0.43%Q1 2017Q3 20237
Wolff Financial Management LLC 610.07%0.20%0.29%Q1 2021Q1 20237
TRANSCEND CAPITAL ADVISORS, LLC 770.02%0.02%0.03%Q1 2021Q3 20227
TECTONIC ADVISORS LLC 770.08%0.13%0.18%Q1 2022Q3 20237
Apollon Wealth Management, LLC 610.01%0.03%0.06%Q4 2020Q4 20227
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
Western Asset Management Company, LLC 770.00%0.00%0.00%Q3 2016Q1 20187
PATHSTONE FAMILY OFFICE, LLC 310.00%0.11%0.60%Q3 2013Q4 20207
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q3 2017Q2 20237
Citizens National Bank Trust Department 770.07%0.10%0.12%Q1 2022Q3 20237
Parallel Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.01%Q4 2020Q1 20226
Eudaimonia Partners, LLC 660.04%0.06%0.08%Q4 2019Q1 20216
U.S. Capital Wealth Advisors, LLC 420.01%0.01%0.01%Q3 2021Q3 20236
RIVERBRIDGE PARTNERS LLC 660.01%0.02%0.02%Q2 2022Q3 20236
B. Riley Wealth Management, Inc. 420.00%0.02%0.04%Q1 2020Q2 20226
Shamrock Asset Management LLC 660.83%0.88%0.96%Q3 2016Q4 20176
SJS Investment Consulting Inc. 510.01%0.01%0.02%Q1 2022Q3 20236
Truvestments Capital LLC 420.16%0.21%0.31%Q2 2018Q4 20196
TIAA, FSB 310.00%0.00%0.00%Q3 2017Q4 20226
TD Capital Management LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Atlas Private Wealth Management, LLC 660.02%0.02%0.02%Q4 2019Q1 20216
CALTON & ASSOCIATES, INC. 410.02%0.07%0.19%Q4 2017Q3 20236
Icon Wealth Partners, LLC 310.02%0.02%0.03%Q4 2017Q1 20226
Corient Capital Partners, LLC 660.05%0.05%0.06%Q3 2016Q4 20176
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.01%0.01%Q2 2013Q4 20146
Wellspring Financial Advisors, LLC 410.08%0.11%0.14%Q1 2020Q3 20236
Quad-Cities Investment Group, LLC 660.05%0.06%0.06%Q2 2018Q3 20196
GREAT VALLEY ADVISOR GROUP, INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Mascoma Wealth Management LLC 660.01%0.01%0.01%Q2 2022Q3 20236
SEI INVESTMENTS CO 410.00%0.00%0.00%Q4 2016Q1 20196
Global Trust Asset Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
AQR Capital Management 660.00%0.01%0.01%Q3 2013Q4 20146
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
Integrated Investment Consultants, LLC 510.02%0.04%0.06%Q3 2016Q1 20186
Liberty Capital Management, Inc. 660.02%0.02%0.03%Q3 2016Q4 20176
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 410.04%0.07%0.08%Q2 2018Q3 20236
Altavista Wealth Management, Inc. 330.06%0.07%0.07%Q4 2019Q4 20216
EXENCIAL WEALTH ADVISORS, LLC 660.02%0.02%0.02%Q2 2021Q3 20226
Cribstone Capital Management, LLC 660.00%0.01%0.01%Q3 2016Q4 20176
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
InterOcean Capital Group, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Virtu Financial LLC 310.01%0.02%0.05%Q4 2017Q1 20236
Merriman Wealth Management, LLC 510.04%0.06%0.08%Q4 2013Q4 20196
Penserra Capital Management LLC 420.06%0.09%0.15%Q3 2021Q2 20236
Lauterbach Financial Advisors, LLC 660.09%0.12%0.14%Q2 2022Q3 20236
Financial Enhancement Group LLC 660.00%0.00%0.01%Q1 2018Q2 20196
CUTLER INVESTMENT COUNSEL LLC 420.02%0.02%0.02%Q1 2022Q3 20236
SUNTRUST BANKS INC 660.00%0.00%0.00%Q2 2018Q3 20196
Financial Engines Advisors L.L.C. 660.00%0.00%0.00%Q1 2022Q2 20236
Chicago Partners Investment Group LLC 660.00%0.00%0.01%Q2 2017Q3 20186
NEWGATE CAPITAL MANAGEMENT LLC 510.12%0.88%1.55%Q2 2013Q2 20166
Kore Private Wealth LLC 310.02%0.02%0.03%Q4 2018Q2 20226
Asset Dedication, LLC 510.00%0.00%0.00%Q4 2017Q3 20236
Allegis Investment Advisors, LLC 510.00%0.08%0.11%Q4 2015Q3 20176
CAMBRIDGE TRUST CO 660.00%0.00%0.00%Q2 2022Q3 20236
Rehmann Capital Advisory Group 510.00%0.01%0.01%Q1 2018Q3 20196
Guidant Wealth Advisors 660.01%0.01%0.02%Q3 2017Q4 20186
ISTHMUS PARTNERS, LLC 550.02%0.02%0.02%Q4 2014Q4 20155
Barry Investment Advisors, LLC 551.74%1.91%2.00%Q3 2022Q3 20235
Platform Technology Partners 550.08%0.11%0.14%Q4 2019Q4 20205
Virtu KCG Holdings LLC 210.00%0.01%0.03%Q4 2013Q4 20165
Parkside Financial Bank & Trust 410.00%0.24%0.52%Q3 2016Q2 20235
Compass Financial Group, INC/SD 550.04%0.05%0.05%Q4 2022Q4 20235
NATIONAL PLANNING CORP 550.12%0.13%0.14%Q3 2016Q3 20175
Allen Investment Management, LLC 550.01%0.02%0.03%Q2 2015Q2 20165
VIRIDIAN RIA, LLC 320.04%0.06%0.07%Q4 2020Q1 20225
Kovack Advisors, Inc. 320.04%0.09%0.19%Q4 2016Q1 20185
MONECO Advisors, LLC 550.09%0.11%0.12%Q3 2020Q3 20215
Total Clarity Wealth Management, Inc. 210.01%0.01%0.02%Q4 2019Q2 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q2 2022Q3 20235
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
Omnia Family Wealth, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
ALETHEA CAPITAL MANAGEMENT, LLC 550.47%0.56%0.67%Q4 2014Q4 20155
tru Independence LLC 310.00%0.01%0.01%Q4 2019Q2 20215
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2017Q2 20185
HORIZON FINANCIAL SERVICES, LLC 550.56%0.93%1.10%Q3 2020Q3 20215
Apriem Advisors 320.00%0.01%0.02%Q2 2013Q1 20175
Point View Wealth Management, Inc. 550.07%0.08%0.10%Q4 2019Q4 20205
Parsec Financial Management, Inc. 550.01%0.01%0.01%Q1 2021Q1 20225
B. Riley Financial, Inc. 550.11%0.12%0.13%Q4 2015Q4 20165
SHUFRO ROSE & CO LLC 410.01%0.01%0.02%Q4 2021Q3 20235
LEO BROKERAGE, LLC 410.06%0.10%0.15%Q4 2020Q1 20225
NAPLES GLOBAL ADVISORS, LLC 320.03%0.10%0.14%Q1 2020Q3 20235
Lake Point Wealth Management 310.00%0.01%0.01%Q4 2018Q2 20225
FIRST COMMUNITY TRUST NA 550.04%0.04%0.05%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
SlateStone Wealth, LLC 551.24%1.47%1.76%Q1 2020Q1 20215
Avior Wealth Management, LLC 550.05%0.09%0.16%Q3 2022Q3 20235
Berkeley Capital Partners, LLC 550.09%0.10%0.11%Q3 2016Q3 20175
Armor Investment Advisors, LLC 310.09%0.45%1.65%Q4 2019Q3 20235
Ackerman Capital Advisors, LLC 110.01%0.06%0.16%Q1 2019Q3 20235
Coe Capital Management, LLC 110.00%0.24%0.40%Q2 2014Q2 20215
MPS Loria Financial Planners, LLC 410.01%0.02%0.02%Q2 2017Q1 20215
Addison Advisors LLC 410.00%0.01%0.01%Q4 2020Q1 20225
Wealthspire Advisors, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Plante Moran Financial Advisors, LLC 110.00%0.00%0.01%Q3 2018Q2 20225
BESSEMER GROUP INC 310.00%0.00%0.00%Q1 2020Q3 20235
Seelaus Asset Management LLC 550.12%0.13%0.15%Q4 2020Q4 20215
WFG Advisors, LP 410.00%0.00%0.00%Q2 2013Q4 20165
Camelot Portfolios, LLC 440.16%0.18%0.19%Q4 2022Q3 20234
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q1 2020Q4 20204
Lantz Financial LLC 440.05%0.05%0.06%Q2 2022Q1 20234
Barrett Asset Management, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Life Planning Partners, Inc 440.01%0.01%0.01%Q4 2021Q3 20224
Kovitz Investment Group Partners, LLC 310.06%0.06%0.07%Q1 2019Q1 20204
MV CAPITAL MANAGEMENT, INC. 440.01%0.01%0.02%Q1 2021Q4 20214
McGlone Suttner Wealth Management, Inc. 440.03%0.10%0.22%Q4 2022Q3 20234
PenderFund Capital Management Ltd. 311.02%1.80%3.35%Q1 2020Q3 20234
PFG Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
ARROW FINANCIAL CORP 440.01%0.01%0.02%Q3 2016Q2 20174
Aurora Private Wealth, Inc. 310.05%0.07%0.08%Q1 2020Q2 20214
Palogic Value Management, L.P. 440.80%0.89%0.96%Q4 2022Q3 20234
Sentinus, LLC 440.17%0.25%0.32%Q3 2022Q2 20234
Newbridge Financial Services Group, Inc. 440.04%0.04%0.05%Q3 2020Q2 20214
PETRA FINANCIAL ADVISORS INC 441.08%1.41%1.72%Q4 2022Q3 20234
Personal Wealth Partners 310.00%0.00%0.00%Q2 2019Q2 20214
CoreCap Advisors, LLC 310.01%0.02%0.03%Q4 2021Q4 20224
Cresta Advisors, Ltd. 440.69%1.40%1.80%Q4 2022Q3 20234
Partnervest Advisory Services LLC 440.01%0.01%0.01%Q3 2013Q2 20144
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Claro Advisors LLC 310.03%0.14%0.20%Q4 2018Q4 20224
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.20%0.22%0.24%Q4 2015Q3 20164
Running Point Capital Advisors, LLC 440.14%0.19%0.22%Q1 2022Q4 20224
Krilogy Financial LLC 220.02%0.11%0.22%Q2 2016Q1 20184
Occidental Asset Management, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Vista Private Wealth Partners. LLC 440.07%0.08%0.09%Q2 2021Q1 20224
Titus Wealth Management 440.20%0.26%0.33%Q4 2017Q3 20184
Cerity Partners LLC 310.00%0.00%0.01%Q4 2020Q3 20234
Alpha Cubed Investments, LLC 310.02%0.02%0.02%Q3 2019Q4 20204
Smithfield Trust Co 440.00%0.00%0.00%Q4 2015Q3 20164
MCMILLION CAPITAL MANAGEMENT INC 210.01%0.01%0.01%Q4 2020Q2 20234
Weiss Asset Management LP 110.04%0.08%0.14%Q4 2013Q4 20224
TOTH FINANCIAL ADVISORY CORP 440.04%0.08%0.09%Q4 2022Q3 20234
EXCALIBUR MANAGEMENT CORP 440.09%0.18%0.23%Q2 2020Q1 20214
Wakefield Asset Management LLLP 440.67%0.73%0.78%Q4 2022Q3 20234
FLAGSHIP HARBOR ADVISORS, LLC 310.00%0.01%0.02%Q3 2018Q3 20204
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.01%0.01%Q1 2018Q4 20214
DUBUQUE BANK & TRUST CO 440.13%0.23%0.28%Q1 2019Q4 20194
Dynasty Wealth Management, LLC 440.09%0.42%0.86%Q4 2017Q3 20184
NORTHSTAR WEALTH PARTNERS LLC 440.08%0.14%0.16%Q4 2019Q3 20204
TRUST DEPARTMENT MB FINANCIAL BANK N A 440.00%0.00%0.00%Q1 2017Q4 20174
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2021Q3 20224
IFC Holdings Incorporated/FL 440.01%0.01%0.02%Q1 2017Q4 20174
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
COMERICA BANK 210.00%0.00%0.01%Q2 2013Q3 20234
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q3 20174
Logan Stone Capital, LLC 440.98%2.86%4.78%Q4 2022Q3 20234
Family Capital Management, Inc. 440.14%0.19%0.22%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.02%0.03%0.03%Q4 2020Q3 20214
MYECFO, LLC 440.42%0.46%0.50%Q4 2022Q3 20234
NOMURA HOLDINGS INC 210.00%0.00%0.00%Q4 2021Q2 20234
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
KING LUTHER CAPITAL MANAGEMENT CORP 440.00%0.00%0.00%Q4 2022Q3 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.01%0.01%0.01%Q3 2018Q2 20194
CKW FINANCIAL GROUP 440.02%0.02%0.02%Q2 2018Q1 20194
INTEGRATED CAPITAL MANAGEMENT, INC. 310.12%0.14%0.16%Q2 2021Q3 20234
Pinnacle Bancorp, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
BRYN MAWR TRUST Co 330.03%0.04%0.04%Q1 2023Q3 20233
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.15%0.19%0.26%Q1 2018Q3 20183
SkyView Investment Advisors, LLC 330.06%0.08%0.10%Q1 2023Q3 20233
Argent Trust Co 210.01%0.04%0.05%Q3 2019Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
IRON Financial LLC 330.07%0.07%0.08%Q4 2021Q2 20223
Tortoise Investment Management, LLC 330.50%0.72%1.05%Q1 2023Q3 20233
Yellowstone Partners, LLC 210.15%0.26%0.32%Q3 2016Q4 20173
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q1 2014Q1 20203
Horan Securities, Inc. 330.06%0.06%0.06%Q4 2018Q2 20193
Independent Wealth Network Inc. 330.12%0.15%0.17%Q3 2021Q1 20223
Simmons Bank 330.01%0.01%0.01%Q4 2020Q2 20213
Carr Financial Group Corp 330.04%0.11%0.18%Q4 2022Q2 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.03%0.07%Q4 2020Q4 20223
Doyle Wealth Management 110.00%0.02%0.04%Q4 2018Q1 20223
Lindbrook Capital, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
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
Csenge Advisory Group 210.01%0.01%0.02%Q3 2018Q3 20233
RWA WEALTH PARTNERS, LLC 210.00%0.01%0.01%Q2 2018Q3 20233
Baystate Wealth Management LLC 210.00%0.00%0.00%Q2 2022Q3 20233
VALLEY WEALTH MANAGERS, INC. 330.00%0.00%0.00%Q2 2022Q4 20223
Bridgewater Advisors Inc. 330.14%0.15%0.16%Q4 2013Q2 20143
Johnson Financial Group, Inc. 330.03%0.08%0.13%Q4 2022Q2 20233
Strategic Financial Concepts, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
Global Wealth Management Investment Advisory, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
EMFO, LLC 333.08%3.17%3.26%Q2 2021Q4 20213
Advisor Resource Council 110.03%0.05%0.08%Q2 2021Q2 20223
TimeScale Financial, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Community Bank, N.A. 330.00%0.00%0.00%Q4 2020Q2 20213
Barber Financial Group, Inc. 330.05%0.06%0.06%Q4 2016Q2 20173
Arkadios Wealth Advisors 210.00%0.01%0.02%Q2 2021Q3 20233
Cypress Capital, LLC 330.00%0.01%0.01%Q4 2020Q2 20213
MAS Advisors LLC 330.16%0.19%0.22%Q4 2021Q2 20223
Ionic Capital Management LLC 210.05%0.09%0.15%Q1 2018Q1 20203
Walleye Capital LLC 110.00%0.01%0.01%Q1 2022Q3 20233
Beacon Pointe Advisors, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.01%Q4 2016Q1 20233
Laurion Capital Management LP 210.00%0.03%0.08%Q2 2016Q1 20173
Brick & Kyle, Associates 330.05%0.06%0.06%Q3 2016Q1 20173
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.01%0.01%0.01%Q3 2018Q4 20213
Gainplan LLC 330.11%0.15%0.17%Q2 2019Q4 20193
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Selective Wealth Management, Inc. 210.01%0.01%0.02%Q4 2020Q3 20223
Schechter Investment Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
COLTON GROOME FINANCIAL ADVISORS, LLC 330.13%0.13%0.14%Q2 2020Q4 20203
Cornerstone Planning Group LLC 210.01%0.02%0.02%Q4 2022Q3 20233
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
Aris Wealth Services, Inc. 330.02%0.03%0.05%Q1 2015Q3 20153
OTA Financial Group L.P. 210.26%0.27%0.28%Q2 2016Q2 20223
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Crewe Advisors LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Atria Wealth Solutions, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Landmark Bank 223.41%3.57%3.74%Q2 2018Q3 20182
HANCOCK WHITNEY CORP 220.01%0.01%0.01%Q2 2013Q3 20132
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Transamerica Financial Advisors, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Wagner Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Squarepoint Ops LLC 110.02%0.02%0.02%Q4 2015Q4 20172
Regal Investment Advisors LLC 220.04%0.04%0.04%Q3 2018Q4 20182
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q1 2019Q1 20202
Tarbox Family Office, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Jacobi Capital Management LLC 220.00%0.00%0.00%Q3 2016Q4 20162
Segantii Capital Management Ltd 220.00%0.00%0.00%Q4 2021Q1 20222
CORNERSTONE ADVISORS INC 110.04%0.30%0.57%Q2 2013Q2 20162
Sound View Wealth Advisors, LLC 220.05%0.05%0.06%Q4 2018Q1 20192
Archer Investment Corp 220.02%0.02%0.02%Q4 2020Q1 20212
First Command Bank 220.00%0.00%0.00%Q1 2019Q2 20192
QUADRANT CAPITAL GROUP LLC 220.01%0.01%0.01%Q3 2021Q4 20212
NINE MASTS CAPITAL Ltd 110.04%0.33%0.62%Q1 2018Q3 20182
WCG Wealth Advisors LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Cornerstone Wealth Management, LLC 220.02%0.03%0.03%Q2 2018Q3 20182
MACROVIEW INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q3 2015Q4 20152
Virtue Capital Management, LLC 220.03%0.04%0.05%Q4 2017Q1 20182
Family Asset Management, LLC 220.20%0.21%0.23%Q4 2022Q1 20232
Gruss Capital Management LP 220.01%0.01%0.01%Q4 2013Q1 20142
Glassman Wealth Services 220.03%0.03%0.03%Q3 2020Q4 20202
BRIGHTON JONES LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Carlton Hofferkamp & Jenks Wealth Management, LLC 220.08%0.08%0.08%Q2 2022Q3 20222
Icon Wealth Advisors, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
Liberty Street Advisors, Inc. 221.15%1.17%1.18%Q2 2015Q3 20152
INVESTMENT CENTERS OF AMERICA INC 220.01%0.01%0.01%Q4 2016Q1 20172
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q2 2018Q3 20182
TRUST CO OF VERMONT 220.00%0.00%0.00%Q3 2022Q4 20222
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q4 2016Q1 20172
RFG Advisory, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Texan Capital Management 220.48%0.70%0.93%Q2 2013Q3 20132
First Personal Financial Services 220.01%0.07%0.14%Q2 2023Q3 20232
Claren Road Asset Management, LLC 220.81%1.10%1.40%Q2 2013Q3 20132
CHOREO, LLC 220.03%0.03%0.03%Q3 2016Q4 20162
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 220.02%0.02%0.03%Q3 2018Q4 20182
Coastal Bridge Advisors, LLC 220.05%0.07%0.09%Q4 2016Q1 20172
InTrack Investment Management Inc 220.12%0.22%0.33%Q1 2023Q2 20232
Destination Wealth Management 220.01%0.01%0.01%Q4 2022Q1 20232
Saba Capital Management, L.P. 220.05%0.36%0.68%Q2 2023Q3 20232
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Simplicity Solutions, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
MARINER INVESTMENT GROUP LLC 110.07%0.09%0.12%Q4 2013Q1 20152
Independent Advisor Alliance 110.06%0.06%0.06%Q1 2017Q4 20192
Bard Financial Services, Inc. 220.01%0.04%0.06%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.00%Q2 2013Q3 20132
Leisure Capital Management 220.06%0.06%0.06%Q2 2023Q3 20232
BlackRock Inc. 110.00%0.00%0.00%Q3 2019Q2 20202
LBA Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
MANAGED ACCOUNT SERVICES INC 220.09%0.09%0.10%Q4 2018Q1 20192
Paradigm, Strategies in Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
First Command Financial Services, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
SFMG, LLC 110.01%0.01%0.01%Q1 2015Q3 20232
Perigon Wealth Management, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
HAZLETT, BURT & WATSON, INC. 220.01%0.01%0.01%Q3 2022Q4 20222
MONETARY MANAGEMENT GROUP INC 220.03%0.03%0.03%Q3 2016Q4 20162
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
NewDay Solutions, LLC 110.10%0.10%0.11%Q4 2018Q3 20192
PETERSON WEALTH MANAGEMENT 220.14%0.16%0.18%Q4 2019Q1 20202
Stevens First Principles Investment Advisors 220.00%0.00%0.00%Q3 2013Q4 20132
Lenox Wealth Advisors, LLC 220.00%0.01%0.01%Q2 2016Q3 20162
Sightline Wealth Advisors, LLC 220.16%0.20%0.25%Q4 2020Q1 20212
Paloma Partners Management Co 220.01%0.01%0.01%Q2 2013Q3 20132
OLD NATIONAL BANCORP /IN/ 220.01%0.01%0.01%Q1 2021Q2 20212
Avantax Planning Partners, Inc. 110.00%0.00%0.01%Q1 2018Q3 20182
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Aveo Capital Partners, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Fort Point Capital Partners LLC 220.03%0.04%0.06%Q2 2023Q3 20232
Hilton Capital Management, LLC 220.13%0.18%0.22%Q4 2015Q1 20162
LAZARI CAPITAL MANAGEMENT, INC. 220.35%0.36%0.37%Q2 2023Q3 20232
WFA of San Diego, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Sea Otter Advisors LLC 220.28%0.29%0.30%Q1 2023Q2 20232
EPG Wealth Management LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Lido Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20232
MCIA Inc 220.03%0.03%0.03%Q2 2017Q3 20172
Meridian Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.01%0.01%0.01%Q4 2016Q4 20161
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 111.04%1.04%1.04%Q3 2023Q3 20231
WFA Asset Management Corp 110.01%0.01%0.01%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Wealth Management 110.01%0.01%0.01%Q1 2015Q1 20151
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q4 20141
DONALDSON CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
GenTrust, LLC 110.18%0.18%0.18%Q4 2018Q4 20181
Loveless Wealth Management LLC 110.20%0.20%0.20%Q4 2019Q4 20191
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.02%0.02%0.02%Q4 2022Q4 20221
Orion Capital Management LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Jane Street Holding, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Dorsey & Whitney Trust CO LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CAPITAL CITY TRUST CO/FL 110.14%0.14%0.14%Q3 2020Q3 20201
Peak Capital Management LLC 110.03%0.03%0.03%Q2 2018Q2 20181
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Davidson Capital Management Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Aristides Capital LLC 110.24%0.24%0.24%Q4 2021Q4 20211
WINTRUST INVESTMENTS LLC 110.02%0.02%0.02%Q2 2018Q2 20181
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
FIR TREE CAPITAL MANAGEMENT LP 110.12%0.12%0.12%Q3 2013Q3 20131
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q1 2022Q1 20221
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
Brookstone Capital Management 110.00%0.00%0.00%Q4 2022Q4 20221
Questar Asset Management, Inc. 110.17%0.17%0.17%Q4 2018Q4 20181
Triangle Securities Wealth Management 110.09%0.09%0.09%Q1 2020Q1 20201
Old North State Trust, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Arkos Global Advisors 110.06%0.06%0.06%Q3 2023Q3 20231
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Secure Asset Management, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Janney Capital Management LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Marquette Asset Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2021Q3 20211
BOOTHBAY FUND MANAGEMENT, LLC 110.17%0.17%0.17%Q4 2016Q4 20161
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
1919 Investment Counsel, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
INVESTMENT PARTNERS, LTD. 110.06%0.06%0.06%Q3 2022Q3 20221
FORVIS Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Golden State Wealth Management, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Townsend & Associates, Inc 110.12%0.12%0.12%Q4 2017Q4 20171
Missouri Trust & Investment Co 110.02%0.02%0.02%Q2 2023Q2 20231
BlueSky Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Crestone Asset Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
GFS Advisors, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
Sabal Trust CO 110.01%0.01%0.01%Q4 2022Q4 20221
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Samson Capital Advisors LLC 111.70%1.70%1.70%Q3 2015Q3 20151
CITY NATIONAL BANK 110.00%0.00%0.00%Q1 2015Q1 20151
Riverview Trust Co 110.03%0.03%0.03%Q2 2022Q2 20221
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2018Q4 20181
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cassaday & Co Wealth Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Autumn Glory Partners, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Brendel Financial Advisors LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Constitution Capital LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Cable Hill Partners, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
ZWJ INVESTMENT COUNSEL INC 110.03%0.03%0.03%Q1 2017Q1 20171
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cordasco Financial Network 110.00%0.00%0.00%Q4 2016Q4 20161
JOURNEY STRATEGIC WEALTH LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Forum Financial Management, LP 110.02%0.02%0.02%Q4 2021Q4 20211
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
BUCKINGHAM STRATEGIC WEALTH, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Matisse Capital 110.13%0.13%0.13%Q4 2019Q4 20191
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
MADDEN SECURITIES Corp 110.02%0.02%0.02%Q4 2022Q4 20221
Suncoast Equity Management 110.02%0.02%0.02%Q2 2023Q2 20231
DENVER INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
FIRST FINANCIAL EQUITY CORPORATION 110.09%0.09%0.09%Q1 2017Q1 20171
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Garrett Wealth Advisory Group, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Andrew Hill Investment Advisors, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
Breakwater Capital Group 110.18%0.18%0.18%Q3 2023Q3 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COLONY GROUP LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Gradient Investments LLC 110.00%0.00%0.00%Q1 2020Q1 20201
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2016Q3 20161
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Callan Capital, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Waterloo Capital, L.P. 110.12%0.12%0.12%Q1 2020Q1 20201
Centerpoint Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Argent Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
MONROE BANK & TRUST/MI 110.01%0.01%0.01%Q4 2013Q4 20131
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
HBK INVESTMENTS L P 110.02%0.02%0.02%Q4 2018Q4 20181
Edge Capital Group, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Seed Wealth Management, Inc. 110.16%0.16%0.16%Q3 2023Q3 20231
Sovereign Financial Group, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Robbins Farley 110.03%0.03%0.03%Q1 2021Q1 20211
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Busey Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Adams Wealth Management 110.02%0.02%0.02%Q3 2020Q3 20201
SOUTH TEXAS MONEY MANAGEMENT LTD 110.01%0.01%0.01%Q1 2017Q1 20171
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2023Q3 20231
Stephens Consulting, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ADIRONDACK TRUST CO 110.02%0.02%0.02%Q1 2023Q1 20231
Widmann Financial Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
MAGNOLIA CAPITAL ADVISORS LLC 110.10%0.10%0.10%Q1 2022Q1 20221
TRUEWEALTH LLC 110.02%0.02%0.02%Q4 2019Q4 20191
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
CHIRON CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
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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.