NUVEEN QUALITY MUNCP INCOME shareholder history

Current and past NUVEEN QUALITY MUNCP INCOME shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.00%0.00%Q4 2012Q3 202344
SIT INVESTMENT ASSOCIATES INC 42420.00%0.44%1.21%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.03%0.06%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.13%0.36%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.01%0.08%0.20%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.05%Q2 2013Q3 202342
GOODWIN DANIEL L 42420.06%0.44%0.96%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
Kistler-Tiffany Companies, LLC 41410.00%0.01%0.02%Q2 2013Q2 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.04%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.10%0.14%0.19%Q4 2013Q4 202341
Creative Planning 3110.00%0.00%0.01%Q2 2013Q3 202340
Tradewinds Capital Management, LLC 40400.01%0.39%1.66%Q4 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.03%0.06%0.13%Q4 2013Q3 202340
US BANCORP \DE\ 3310.00%0.00%0.00%Q2 2013Q3 202339
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2640.03%0.21%0.47%Q3 2013Q3 202339
DAVENPORT & Co LLC 39390.00%0.00%0.01%Q4 2013Q2 202339
NORTHERN TRUST CORP 39390.00%0.00%0.00%Q2 2013Q4 202239
BENJAMIN F. EDWARDS & COMPANY, INC. 38380.00%0.04%0.18%Q2 2014Q3 202338
RIVERNORTH CAPITAL MANAGEMENT, LLC 28100.34%2.82%5.71%Q2 2013Q3 202338
Stratos Wealth Partners, LTD. 36360.01%0.04%0.09%Q4 2014Q3 202336
Private Advisor Group, LLC 36360.00%0.02%0.04%Q4 2014Q3 202336
Bartlett & Co. LLC 2630.00%0.00%0.00%Q2 2013Q3 202236
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Janney Montgomery Scott LLC 2910.00%0.01%0.01%Q1 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 3230.00%0.00%0.01%Q1 2014Q3 202335
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2690.00%0.01%0.02%Q2 2013Q3 202335
FIFTH THIRD BANCORP 2910.00%0.00%0.01%Q2 2013Q3 202333
STIFEL FINANCIAL CORP 3120.00%0.01%0.01%Q1 2014Q3 202333
Karpus Management, Inc. 2040.02%2.46%6.72%Q2 2013Q3 202332
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20120.01%0.03%0.05%Q2 2013Q1 202232
COHEN & STEERS, INC. 2930.00%0.01%0.02%Q2 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 32320.00%0.01%0.02%Q4 2015Q3 202332
Cambridge Investment Research Advisors, Inc. 3010.00%0.02%0.03%Q2 2015Q3 202331
Sandy Spring Bank 31310.00%0.01%0.02%Q1 2016Q3 202331
Baird Financial Group, Inc. 2190.00%0.00%0.01%Q3 2015Q3 202330
Archford Capital Strategies, LLC 29290.03%0.07%0.12%Q3 2016Q3 202329
RMB Capital Management, LLC 2710.00%0.01%0.09%Q1 2015Q3 202329
ProVise Management Group, LLC 29290.01%0.05%0.12%Q3 2016Q3 202329
Evanson Asset Management, LLC 29290.01%0.02%0.04%Q3 2016Q3 202329
D.A. DAVIDSON & CO. 29290.00%0.01%0.01%Q3 2016Q3 202329
RAYMOND JAMES TRUST N.A. 29290.01%0.01%0.02%Q3 2016Q3 202329
FIRST TRUST ADVISORS LP 29290.00%0.00%0.00%Q3 2016Q3 202329
AMERIPRISE FINANCIAL INC 2720.00%0.00%0.02%Q2 2013Q3 202329
HighTower Advisors, LLC 29290.00%0.02%0.05%Q3 2016Q3 202329
Highlander Capital Management, LLC 29290.01%0.03%0.05%Q3 2016Q3 202329
JFS WEALTH ADVISORS, LLC 29290.01%0.56%0.89%Q3 2016Q3 202329
Lido Advisors, LLC 29290.00%0.01%0.05%Q3 2016Q3 202329
Community Bank & Trust, Waco, Texas 29290.04%0.07%0.12%Q3 2016Q3 202329
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1510.01%0.13%0.32%Q4 2013Q3 202328
WEBSTER BANK, N. A. 28280.00%0.01%0.01%Q4 2016Q3 202328
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.00%0.00%Q2 2013Q3 202328
VESTOR CAPITAL, LLC 15130.01%0.02%0.04%Q3 2016Q3 202328
North Star Investment Management Corp. 28280.01%0.02%0.02%Q4 2016Q3 202328
Cetera Advisor Networks LLC 2260.01%0.01%0.04%Q3 2016Q3 202328
Sheaff Brock Investment Advisors, LLC 28280.01%0.03%0.05%Q4 2016Q3 202328
DUNCKER STREETT & CO INC 16120.00%0.00%0.00%Q3 2016Q3 202328
Cetera Investment Advisers 2250.00%0.03%0.06%Q4 2016Q3 202327
MML INVESTORS SERVICES, LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
CENTRAL TRUST Co 2430.00%0.00%0.00%Q2 2015Q3 202327
Global Endowment Management, LP 27270.04%0.15%0.56%Q3 2013Q1 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
Dorsey & Whitney Trust CO LLC 26260.02%0.03%0.05%Q3 2016Q4 202226
CULLEN/FROST BANKERS, INC. 1970.00%0.00%0.01%Q3 2016Q3 202326
CITIGROUP INC 2020.00%0.00%0.00%Q4 2013Q2 202126
DELTA ASSET MANAGEMENT LLC/TN 2240.01%0.02%0.04%Q3 2016Q3 202326
Geneos Wealth Management Inc. 26260.00%0.01%0.03%Q1 2016Q2 202226
ROBINSON CAPITAL MANAGEMENT, LLC 1910.11%3.40%5.64%Q1 2016Q3 202326
Steward Partners Investment Advisory, LLC 1870.00%0.01%0.02%Q1 2017Q3 202325
Vivaldi Capital Management LP 25250.04%0.58%2.39%Q3 2017Q3 202325
Veritable, L.P. 25250.00%0.13%0.59%Q3 2016Q3 202225
Bramshill Investments, LLC 15100.06%6.04%9.54%Q2 2017Q3 202325
Advisory Services Network, LLC 1310.00%0.02%0.08%Q4 2013Q3 202325
PARK AVENUE SECURITIES LLC 25250.00%0.04%0.09%Q3 2017Q3 202325
BANK OF MONTREAL /CAN/ 2110.00%0.00%0.00%Q2 2013Q3 202225
Global Retirement Partners, LLC 1870.00%0.00%0.01%Q4 2016Q3 202325
Transform Wealth, LLC 1330.02%0.05%0.17%Q3 2016Q3 202325
BAR HARBOR WEALTH MANAGEMENT 24240.01%0.02%0.02%Q4 2017Q3 202324
IHT Wealth Management, LLC 1350.00%0.14%0.45%Q4 2016Q3 202324
OPPENHEIMER & CO INC 1610.00%0.01%0.02%Q3 2016Q3 202324
Oxbow Advisors, LLC 2220.05%1.16%2.80%Q3 2016Q3 202324
Sowell Financial Services LLC 1010.01%0.03%0.08%Q4 2016Q3 202324
Wealth Advisors of Tampa Bay, LLC 24240.09%0.48%1.27%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Cordasco Financial Network 23230.00%0.00%0.01%Q4 2016Q2 202223
Quad-Cities Investment Group, LLC 23230.13%0.24%0.37%Q1 2018Q3 202323
Koshinski Asset Management, Inc. 1130.01%0.08%0.18%Q3 2016Q3 202323
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 23230.12%0.42%1.27%Q1 2018Q3 202323
Horizon Kinetics 23230.02%0.04%0.06%Q2 2013Q4 201823
Diligent Investors, LLC 23230.07%0.11%0.20%Q1 2018Q3 202323
Sonora Investment Management, LLC 23230.01%0.02%0.03%Q1 2016Q3 202123
Doyle Wealth Management 23230.01%0.02%0.03%Q1 2017Q3 202223
Bedel Financial Consulting, Inc. 23230.04%0.13%0.25%Q4 2017Q2 202323
Hartford Financial Management Inc. 2210.00%0.01%0.02%Q3 2017Q3 202323
Bridgecreek Investment Management, LLC 22220.03%0.04%0.05%Q2 2018Q3 202322
Founders Capital Management 1390.01%0.02%0.04%Q1 2018Q4 202322
Northeast Financial Consultants Inc 22220.01%0.05%0.15%Q3 2016Q4 202122
Dakota Wealth Management 2110.04%0.46%1.12%Q1 2018Q3 202322
SECURITY NATIONAL TRUST CO 22220.02%0.03%0.05%Q2 2013Q3 201822
Stordahl Capital Management, Inc. 22220.04%0.12%0.17%Q4 2017Q1 202322
IFP Advisors, Inc 1470.00%0.03%0.06%Q4 2015Q3 202321
Thomasville National Bank 21210.02%0.03%0.04%Q1 2017Q1 202221
SeaCrest Wealth Management, LLC 1560.01%0.03%0.06%Q4 2017Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
FIRST FOUNDATION ADVISORS 1190.01%0.03%0.08%Q3 2016Q3 202120
CWM, LLC 1280.00%0.00%0.01%Q3 2018Q3 202320
TRUIST FINANCIAL CORP 1910.00%0.00%0.01%Q3 2016Q3 202320
WEDBUSH SECURITIES INC 1020.02%0.05%0.11%Q2 2015Q4 202120
Cetera Advisors LLC 1820.00%0.01%0.02%Q3 2018Q3 202320
Ellis Investment Partners, LLC 20200.10%0.23%0.34%Q4 2018Q3 202320
Capital Analysts, LLC 1460.00%0.00%0.01%Q1 2018Q2 202320
Family Management Corp 20200.05%0.29%1.04%Q4 2018Q3 202320
Snowden Capital Advisors LLC 850.01%0.02%0.05%Q4 2016Q2 202320
WEST CHESTER CAPITAL ADVISORS, INC 1280.15%0.29%0.49%Q4 2017Q3 202320
Carroll Financial Associates, Inc. 1710.00%0.00%0.04%Q3 2016Q4 202119
1607 Capital Partners, LLC 19190.07%0.44%1.11%Q3 2016Q1 202119
RFG Advisory, LLC 19190.02%0.05%0.09%Q1 2019Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.03%0.06%0.10%Q1 2019Q3 202319
NWAM LLC 19190.01%0.11%0.23%Q3 2016Q1 202119
EVERGREEN CAPITAL MANAGEMENT LLC 1410.01%0.02%0.09%Q3 2017Q1 202319
IPG Investment Advisors LLC 19190.05%0.08%0.11%Q1 2017Q3 202119
DELPHI FINANCIAL GROUP, INC. 19190.94%2.15%4.23%Q4 2018Q2 202319
AdvisorNet Financial, Inc 1810.00%0.01%0.03%Q3 2018Q3 202319
VICUS CAPITAL 19190.04%0.13%0.48%Q1 2014Q3 201819
Fiera Capital Corp 1020.00%0.02%0.05%Q3 2016Q3 202218
Marquette Asset Management, LLC 1530.03%0.06%0.08%Q2 2013Q4 202218
Realta Investment Advisors 18180.04%0.10%0.19%Q2 2019Q3 202318
Rockefeller Capital Management L.P. 1710.00%0.01%0.02%Q1 2019Q3 202318
IBEX WEALTH ADVISORS 1710.01%0.61%1.05%Q4 2016Q4 202218
CITY HOLDING CO 18180.00%0.01%0.06%Q4 2015Q1 202018
West Family Investments, Inc. 18180.06%0.13%0.20%Q3 2016Q4 202018
MERCER GLOBAL ADVISORS INC /ADV 18180.00%0.01%0.01%Q1 2019Q2 202318
Ranch Capital Advisors Inc. 17170.10%0.37%0.62%Q3 2019Q3 202317
SMITH, MOORE & CO. 17170.12%0.16%0.21%Q1 2019Q1 202317
Choate Investment Advisors 17170.01%0.02%0.03%Q3 2019Q3 202317
Capital Investment Advisory Services, LLC 1340.00%0.05%0.09%Q4 2018Q3 202317
DOLIVER ADVISORS, LP 720.10%0.45%2.30%Q1 2013Q2 201817
FNY Investment Advisers, LLC 520.00%0.03%0.09%Q2 2018Q3 202317
6 Meridian 17170.20%0.28%0.35%Q4 2017Q4 202117
Mutual Advisors, LLC 17170.04%0.09%0.14%Q3 2019Q3 202317
MGO ONE SEVEN LLC 820.02%0.05%0.09%Q4 2017Q1 202216
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
ARCADIA INVESTMENT MANAGEMENT CORP/MI 16160.02%0.02%0.03%Q2 2019Q1 202316
WINTRUST INVESTMENTS LLC 720.02%0.03%0.07%Q4 2018Q3 202316
Aviance Capital Partners, LLC 16160.04%0.12%0.29%Q3 2019Q2 202316
Carmichael Hill & Associates, Inc. 16160.07%0.32%0.78%Q4 2019Q3 202316
Sigma Planning Corp 910.00%0.01%0.02%Q3 2016Q3 202216
Belpointe Asset Management LLC 1510.02%0.07%0.28%Q4 2017Q2 202316
Element Wealth, LLC 16160.23%0.37%0.57%Q4 2019Q3 202316
GILL CAPITAL PARTNERS, LLC 16162.33%3.40%4.73%Q1 2020Q4 202316
1832 Asset Management L.P. 16160.01%0.01%0.01%Q3 2016Q2 202016
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Bank of New York Mellon Corp 1420.00%0.00%0.00%Q3 2016Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 16160.00%0.01%0.02%Q4 2019Q3 202316
OneDigital Investment Advisors LLC 1150.00%0.03%0.08%Q2 2017Q3 202316
Meridian Wealth Management, LLC 15150.01%0.03%0.06%Q1 2020Q3 202315
Allworth Financial LP 1050.00%0.00%0.00%Q1 2019Q3 202315
Sawyer & Company, Inc 15150.00%0.00%0.00%Q2 2019Q4 202215
Fruth Investment Management 15150.06%0.10%0.16%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.04%0.16%Q2 2013Q4 201615
First Allied Advisory Services, Inc. 1210.01%0.01%0.02%Q2 2013Q3 202015
Sunbelt Securities, Inc. 1320.04%0.07%0.09%Q3 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
NEXT Financial Group, Inc 640.00%0.00%0.01%Q3 2016Q4 202115
REGIONS FINANCIAL CORP 730.00%0.00%0.01%Q4 2017Q2 202315
Parallel Advisors, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Savant Capital, LLC 15150.03%0.11%0.24%Q1 2020Q3 202315
Allianz Asset Management GmbH 15150.00%0.00%0.01%Q1 2020Q3 202315
WHITTIER TRUST CO 15150.00%0.01%0.02%Q1 2020Q3 202315
1776 Wealth LLC 15151.35%2.85%4.20%Q4 2019Q2 202315
WHITTIER TRUST CO OF NEVADA INC 15150.01%0.02%0.04%Q1 2020Q3 202315
Moors & Cabot, Inc. 15150.01%0.06%0.13%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.04%Q2 2016Q4 201915
Congress Park Capital LLC 14140.31%1.90%2.56%Q2 2020Q3 202314
SMH CAPITAL ADVISORS INC 1040.19%0.33%0.79%Q4 2019Q3 202314
New England Private Wealth Advisors LLC 14140.05%0.06%0.08%Q1 2017Q2 202014
Argentus Capital Management, LLC 14140.00%0.04%0.08%Q2 2013Q3 201614
Magnus Financial Group LLC 14140.03%0.07%0.12%Q2 2020Q3 202314
Camelot Portfolios, LLC 14140.16%0.22%0.32%Q2 2019Q3 202214
TCTC Holdings, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Thomas J. Herzfeld Advisors, Inc. 910.01%0.07%0.16%Q4 2013Q4 202014
Asset Planning Services, Ltd. 1020.01%0.02%0.08%Q3 2016Q3 202014
NORTHERN CAPITAL MANAGEMENT LLC 14140.47%0.70%1.31%Q3 2015Q4 201814
Kingsview Wealth Management, LLC 860.00%0.02%0.06%Q1 2020Q3 202314
Cypress Wealth Services, LLC 14140.04%0.07%0.17%Q4 2017Q1 202114
Hardy Reed LLC 14140.02%0.04%0.07%Q4 2019Q1 202314
AQR Arbitrage LLC 510.00%0.06%0.35%Q1 2015Q3 202313
BB&T SECURITIES, LLC 13130.00%0.01%0.01%Q3 2016Q3 201913
Plante Moran Financial Advisors, LLC 940.00%0.03%0.10%Q3 2016Q1 202313
American Institute for Advanced Investment Management, LLP 13130.11%0.15%0.18%Q2 2020Q2 202313
Bell Rock Capital LLC 13130.01%0.01%0.01%Q4 2016Q4 201913
American Portfolios Advisors 940.00%0.01%0.02%Q2 2019Q3 202213
Kestra Advisory Services, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
Mariner, LLC 1030.00%0.00%0.01%Q3 2019Q3 202313
MUFG Americas Holdings Corp 610.00%0.00%0.00%Q4 2010Q4 202113
TFC Financial Management, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
Ancora Advisors LLC 810.00%0.00%0.00%Q4 2016Q3 202312
Kercheville Advisors, LLC 12120.12%0.41%0.62%Q4 2020Q3 202312
Integrated Advisors Network LLC 710.01%0.05%0.24%Q4 2019Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Rehmann Capital Advisory Group 1110.00%0.08%0.13%Q3 2016Q3 201912
Powell Investment Advisors, LLC 12120.37%0.65%1.07%Q4 2019Q3 202212
Johnson Midwest Financial, LLC 12120.04%0.08%0.17%Q4 2020Q3 202312
Dynamic Advisor Solutions LLC 12120.04%0.06%0.08%Q1 2018Q4 202012
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.03%0.04%Q4 2018Q3 202112
Evercore Wealth Management, LLC 750.00%0.00%0.00%Q3 2013Q3 201612
BOSTON ADVISORS LLC 12120.00%0.01%0.02%Q2 2013Q1 201612
AMERICAN INTERNATIONAL GROUP, INC. 920.00%0.00%0.00%Q2 2013Q1 201611
NATIONAL PLANNING CORP 11110.06%0.12%0.19%Q1 2015Q3 201711
LINCOLN NATIONAL CORP 1010.00%0.00%0.01%Q3 2016Q3 202311
Spire Wealth Management 11110.02%0.05%0.09%Q1 2021Q3 202311
STALEY CAPITAL ADVISERS INC 11110.01%0.02%0.03%Q4 2016Q2 201911
BerganKDV Wealth Management, LLC 11110.00%0.03%0.07%Q4 2017Q2 202011
Laird Norton Wetherby Wealth Management, LLC 910.01%0.03%0.05%Q3 2016Q2 202211
Relative Value Partners Group, LLC 1010.02%0.29%0.86%Q3 2016Q4 202211
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.01%0.01%Q1 2015Q3 202311
Braun-Bostich & Associates Inc. 740.02%0.02%0.03%Q4 2017Q3 202011
Sterling Investment Advisors, Ltd. 11110.00%0.00%0.00%Q4 2019Q2 202211
Yellowstone Partners, LLC 920.07%0.13%0.39%Q3 2014Q4 201711
Commonwealth Equity Services, Inc 610.00%0.01%0.02%Q2 2013Q3 201711
NOTTINGHAM ADVISORS, INC. 11110.02%0.02%0.02%Q3 2020Q1 202311
INFRASTRUCTURE CAPITAL ADVISORS, LLC 11110.06%0.15%0.40%Q4 2016Q2 201911
B. Riley Wealth Management, Inc. 11110.02%0.04%0.08%Q3 2019Q1 202211
RELIANCE TRUST CO OF DELAWARE 11110.03%0.04%0.06%Q3 2016Q1 201911
Maryland Capital Management 11110.01%0.05%0.19%Q1 2020Q3 202211
Glassman Wealth Services 920.00%0.01%0.04%Q3 2016Q4 202111
Concord Wealth Partners 740.00%0.01%0.03%Q4 2020Q3 202311
Ahrens Investment Partners LLC 610.00%0.07%0.16%Q4 2016Q1 202310
First Command Financial Services, Inc. 820.02%0.02%0.04%Q1 2019Q2 202210
FMR LLC 310.00%0.00%0.00%Q4 2018Q4 202210
Chicago Partners Investment Group LLC 910.00%0.01%0.05%Q3 2016Q1 202310
CFM WEALTH PARTNERS LLC 10100.08%0.11%0.14%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
MARINER INVESTMENT GROUP LLC 510.04%0.43%1.12%Q4 2013Q4 201810
Pinnacle Wealth Planning Services, Inc. 410.03%0.09%0.17%Q4 2017Q3 202110
AVANTAX ADVISORY SERVICES, INC. 910.00%0.00%0.01%Q3 2020Q3 202310
Wealth Alliance Advisory Group, LLC 10100.08%0.15%0.22%Q2 2021Q3 202310
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q3 2016Q3 202310
MACROVIEW INVESTMENT MANAGEMENT LLC 550.05%0.11%0.16%Q3 2016Q4 201910
Lowe Wealth Advisors, LLC 10100.01%0.01%0.01%Q3 2021Q4 202310
AE Wealth Management LLC 820.00%0.01%0.03%Q2 2017Q3 202310
TRUSTCORE FINANCIAL SERVICES, LLC 10100.00%0.02%0.05%Q4 2017Q1 202010
CapWealth Advisors, LLC 640.00%0.00%0.00%Q2 2013Q4 201510
First Command Bank 820.02%0.02%0.04%Q1 2019Q2 202210
Huber Financial Advisors, LLC 10100.91%1.54%2.80%Q4 2017Q1 202010
Meristem Family Wealth, LLC 610.02%0.05%0.07%Q2 2019Q1 202210
Tortoise Investment Management, LLC 10100.03%0.24%0.82%Q2 2021Q3 202310
Cornerstone Advisory, LLC 10100.49%0.63%0.73%Q2 2021Q3 202310
TCI Wealth Advisors, Inc. 810.00%0.01%0.02%Q4 2012Q1 202010
BREITER CAPITAL MANAGEMENT INC 990.18%0.31%0.45%Q1 2020Q1 20229
MAIRS & POWER INC 990.00%0.00%0.01%Q1 2017Q1 20199
DEUTSCHE BANK AG\ 720.00%0.01%0.01%Q2 2016Q3 20239
MATRIX PRIVATE CAPITAL GROUP LLC 990.08%0.18%0.36%Q4 2020Q4 20229
Cresset Asset Management, LLC 810.00%0.01%0.02%Q1 2020Q3 20239
SEGALL BRYANT & HAMILL, LLC 990.00%0.00%0.00%Q3 2019Q3 20219
TIAA, FSB 990.00%0.00%0.00%Q2 2021Q2 20239
Essex Financial Services, Inc. 990.03%0.04%0.08%Q3 2016Q3 20189
PRELUDE CAPITAL MANAGEMENT, LLC 510.00%0.02%0.08%Q4 2013Q4 20199
NewEdge Advisors, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Cardan Capital Partners, LLC 990.04%0.04%0.05%Q1 2018Q1 20209
VisionPoint Advisory Group, LLC 990.04%0.08%0.10%Q3 2021Q3 20239
SANDERS MORRIS HARRIS LLC 410.04%0.10%0.17%Q2 2016Q2 20219
Arete Wealth Advisors, LLC 540.00%0.12%0.23%Q2 2021Q3 20239
WESBANCO BANK INC 990.01%0.01%0.01%Q2 2021Q2 20239
Anchor Investment Management, LLC 990.06%0.08%0.12%Q3 2016Q3 20189
Hennion & Walsh Asset Management, Inc. 990.24%0.75%1.19%Q3 2021Q3 20239
Prospera Financial Services Inc 540.00%0.01%0.01%Q1 2021Q3 20239
PEAPACK GLADSTONE FINANCIAL CORP 990.00%0.01%0.01%Q2 2021Q2 20239
Fragasso Group Inc. 990.01%0.03%0.05%Q2 2021Q2 20239
U.S. Capital Wealth Advisors, LLC 990.07%0.10%0.12%Q3 2021Q3 20239
PenderFund Capital Management Ltd. 410.29%1.37%3.51%Q4 2018Q3 20238
Wealth Management Solutions, LLC 880.08%0.09%0.10%Q4 2021Q3 20238
Foundations Investment Advisors, LLC 880.01%0.01%0.04%Q3 2020Q2 20228
PANAGORA ASSET MANAGEMENT INC 880.00%0.00%0.00%Q3 2019Q2 20218
Allspring Global Investments Holdings, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
EATON VANCE MANAGEMENT 410.00%0.01%0.02%Q1 2019Q4 20218
Whitnell & Co. 710.00%0.01%0.01%Q2 2013Q1 20188
Meixler Investment Management, Ltd. 880.40%1.44%2.85%Q4 2021Q3 20238
ELEMENT POINTE ADVISORS, LLC 880.17%0.20%0.22%Q4 2018Q3 20208
Winch Advisory Services, LLC 880.01%0.03%0.09%Q3 2016Q2 20188
Wellspring Financial Advisors, LLC 530.05%0.12%0.18%Q1 2020Q3 20238
ENTERPRISE FINANCIAL SERVICES CORP 880.03%0.03%0.04%Q3 2016Q2 20188
EXANE DERIVATIVES 880.01%0.03%0.04%Q3 2020Q2 20228
Fortitude Advisory Group L.L.C. 880.18%0.23%0.30%Q4 2021Q3 20238
Gould Capital, LLC 880.31%0.38%0.48%Q4 2021Q3 20238
Matisse Capital 880.07%0.08%0.11%Q3 2016Q2 20188
SevenBridge Financial Group, LLC 710.01%0.01%0.02%Q2 2017Q2 20198
GREAT LAKES ADVISORS, LLC 880.02%0.03%0.03%Q3 2016Q2 20188
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
Keystone Wealth Services, LLC 880.05%0.06%0.08%Q4 2021Q3 20238
Tower Research Capital LLC (TRC) 410.00%0.00%0.01%Q2 2013Q3 20238
GARRISON BRADFORD & ASSOCIATES INC 880.17%0.19%0.22%Q3 2016Q2 20188
Arden Trust Co 880.04%0.04%0.05%Q2 2019Q1 20218
Widmann Financial Services, Inc. 880.38%0.42%0.47%Q4 2021Q3 20238
Western Wealth Management, LLC 710.02%0.04%0.06%Q2 2021Q3 20238
Syverson Strege & Co 880.00%0.12%0.18%Q4 2020Q3 20228
Operose Advisors LLC 880.03%0.06%0.10%Q4 2021Q3 20238
Carson Advisory Inc. 880.12%0.16%0.20%Q4 2021Q3 20238
XML Financial, LLC 530.20%0.33%0.44%Q3 2021Q3 20238
Jacobi Capital Management LLC 880.01%0.01%0.01%Q4 2019Q3 20218
HUNTINGTON NATIONAL BANK 410.00%0.00%0.00%Q1 2009Q3 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q3 2016Q2 20188
Horrell Capital Management, Inc. 770.02%0.02%0.02%Q1 2014Q3 20157
Baker Avenue Asset Management, LP 430.00%0.01%0.02%Q1 2020Q3 20237
Eagle Bluffs Wealth Management LLC 770.64%2.02%3.16%Q1 2022Q3 20237
HM PAYSON & CO 770.00%0.00%0.00%Q2 2019Q4 20207
Ackerman Capital Advisors, LLC 210.04%0.33%0.66%Q2 2017Q2 20237
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.01%Q4 2020Q2 20227
Vantage Investment Advisors, LLC 770.00%0.00%0.00%Q3 2016Q1 20187
MACKAY SHIELDS LLC 770.02%0.04%0.06%Q2 2021Q4 20227
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q3 2017Q2 20237
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q3 2018Q3 20237
SIGNATUREFD, LLC 770.00%0.00%0.01%Q3 2020Q1 20227
Pinnacle Summer Investments, Inc. 520.00%0.00%0.00%Q1 2014Q4 20157
First Horizon Advisors, Inc. 430.00%0.02%0.04%Q2 2019Q2 20237
FormulaFolio Investments, LLC 770.01%0.02%0.04%Q3 2016Q1 20187
Seelaus Asset Management LLC 610.12%0.13%0.14%Q4 2020Q3 20227
Sterneck Capital Management, LLC 770.14%0.44%0.58%Q1 2022Q3 20237
Penserra Capital Management LLC 430.05%0.08%0.11%Q3 2021Q3 20237
LEO BROKERAGE, LLC 410.16%0.23%0.33%Q4 2020Q2 20237
Keel Point, LLC 770.02%0.03%0.04%Q2 2019Q4 20207
BOKF, NA 310.00%0.01%0.03%Q2 2018Q3 20237
Melone Private Wealth, LLC 770.66%0.80%0.90%Q1 2022Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.00%0.00%Q3 2020Q1 20227
USCA RIA LLC 660.06%0.12%0.15%Q1 2020Q2 20216
B. Riley Wealth Advisors, Inc. 510.01%0.01%0.01%Q3 2021Q3 20236
NATIXIS 660.01%0.01%0.01%Q2 2020Q3 20216
Ameritas Advisory Services, LLC 410.01%0.01%0.01%Q4 2021Q3 20236
Summit Financial, LLC 420.01%0.02%0.02%Q1 2021Q3 20226
Patriot Financial Group Insurance Agency, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
MidWestOne Financial Group, Inc. 420.03%0.03%0.04%Q4 2021Q2 20236
EXENCIAL WEALTH ADVISORS, LLC 660.01%0.02%0.02%Q2 2021Q3 20226
KESTRA PRIVATE WEALTH SERVICES, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
RIVERBRIDGE PARTNERS LLC 660.01%0.02%0.02%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 310.00%0.07%0.37%Q3 2013Q4 20206
Ameritas Investment Company, LLC 310.00%0.00%0.01%Q4 2018Q1 20216
Proficio Capital Partners LLC 660.01%0.06%0.11%Q3 2016Q4 20176
Shamrock Asset Management LLC 660.52%0.64%0.77%Q3 2016Q4 20176
Mascoma Wealth Management LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Capital Advisors, Ltd. LLC 410.00%0.03%0.04%Q4 2017Q1 20206
Gainplan LLC 510.14%0.18%0.23%Q1 2018Q4 20196
DRIVE WEALTH MANAGEMENT, LLC 510.04%0.34%0.58%Q4 2021Q3 20236
BOSTON PRIVATE BANK & TRUST CO 660.00%0.00%0.00%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Winfield Associates, Inc. 660.00%0.00%0.01%Q3 2016Q4 20176
Heritage Trust Co 660.00%0.00%0.00%Q3 2017Q4 20186
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 420.00%0.01%0.05%Q3 2020Q3 20236
Truvestments Capital LLC 420.18%0.28%0.48%Q2 2018Q4 20196
Portfolio Strategies, Inc. 660.08%0.10%0.12%Q2 2022Q3 20236
People's United Financial, Inc. 660.00%0.00%0.00%Q1 2016Q2 20176
AQR Capital Management 660.00%0.00%0.00%Q3 2013Q4 20146
McGowan Group Asset Management, Inc. 510.39%1.19%2.04%Q4 2014Q2 20236
Logan Stone Capital, LLC 510.20%1.48%3.21%Q1 2022Q3 20236
BROWN ADVISORY INC 660.00%0.00%0.00%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.01%0.04%0.06%Q1 2022Q2 20236
FinTrust Capital Advisors, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
Eudaimonia Partners, LLC 660.02%0.03%0.04%Q4 2019Q1 20216
Hilltop Holdings Inc. 420.02%0.02%0.03%Q2 2021Q2 20236
Sonora Investment Management Group, LLC 550.01%0.02%0.02%Q4 2021Q4 20225
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 320.01%0.03%0.04%Q2 2021Q1 20235
Financial Advantage, Inc. 550.06%0.08%0.08%Q2 2021Q2 20225
Lindbrook Capital, LLC 550.01%0.03%0.10%Q4 2021Q4 20225
ARROW FINANCIAL CORP 550.00%0.00%0.01%Q2 2013Q2 20145
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 410.12%0.16%0.19%Q4 2021Q1 20235
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 550.04%0.06%0.09%Q1 2019Q1 20205
tru Independence LLC 310.00%0.01%0.03%Q4 2019Q2 20215
MCF Advisors LLC 550.02%0.02%0.02%Q4 2011Q4 20125
Avestar Capital, LLC 550.09%0.12%0.16%Q3 2019Q3 20205
BESSEMER GROUP INC 310.00%0.00%0.00%Q4 2020Q3 20235
TFS CAPITAL LLC 210.03%0.07%0.16%Q2 2013Q1 20175
TWO SIGMA SECURITIES, LLC 210.00%0.03%0.06%Q3 2016Q3 20235
Kovitz Investment Group Partners, LLC 550.06%0.06%0.07%Q1 2019Q1 20205
Geneva Partners, LLC 550.22%0.61%0.85%Q4 2020Q4 20215
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
Avior Wealth Management, LLC 550.06%0.10%0.16%Q3 2022Q3 20235
CALTON & ASSOCIATES, INC. 410.01%0.04%0.05%Q4 2017Q4 20195
INTEGRATED CAPITAL MANAGEMENT, INC. 410.14%0.19%0.23%Q2 2021Q3 20235
Allegis Investment Advisors, LLC 410.00%0.05%0.06%Q4 2015Q3 20175
MPS Loria Financial Planners, LLC 410.03%0.03%0.04%Q2 2017Q1 20215
NORTHEAST INVESTMENT MANAGEMENT 410.02%0.02%0.03%Q2 2016Q3 20175
GREAT VALLEY ADVISOR GROUP, INC. 550.01%0.01%0.01%Q4 2021Q4 20225
Virtu Financial LLC 210.01%0.03%0.10%Q4 2018Q2 20235
Pflug Koory, LLC 550.10%0.10%0.10%Q1 2018Q1 20195
KING LUTHER CAPITAL MANAGEMENT CORP 410.00%0.00%0.00%Q4 2019Q3 20235
OTA Financial Group L.P. 210.14%0.22%0.35%Q1 2017Q4 20225
Weiss Asset Management LP 210.03%0.08%0.15%Q4 2017Q4 20225
Financial Management Professionals, Inc. 410.00%0.01%0.03%Q3 2016Q3 20235
INVESTMENT CENTERS OF AMERICA INC 550.03%0.06%0.09%Q3 2016Q3 20175
Addison Advisors LLC 410.01%0.01%0.01%Q4 2020Q1 20225
Compass Financial Group, INC/SD 550.06%0.11%0.15%Q4 2022Q4 20235
CREDIT SUISSE AG/ 320.00%0.00%0.00%Q1 2013Q2 20145
Personal Wealth Partners 310.01%0.01%0.01%Q2 2019Q2 20214
Wakefield Asset Management LLLP 440.68%0.74%0.78%Q4 2022Q3 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.01%0.01%0.01%Q3 2018Q2 20194
BEACON INVESTMENT ADVISORS LLC 440.14%0.19%0.25%Q4 2022Q3 20234
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.01%0.01%Q1 2020Q4 20204
Newbridge Financial Services Group, Inc. 440.04%0.05%0.06%Q3 2020Q2 20214
Cerity Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Main Management LLC 440.01%0.02%0.03%Q1 2020Q4 20204
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.02%0.02%0.03%Q1 2022Q4 20224
CKW FINANCIAL GROUP 440.01%0.01%0.01%Q2 2018Q1 20194
Running Point Capital Advisors, LLC 440.07%0.08%0.08%Q1 2022Q4 20224
Cyndeo Wealth Partners, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
MELFA WEALTH MANAGEMENT, INC. 440.31%0.36%0.41%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.00%0.01%0.02%Q4 2021Q4 20224
Crescent Capital Consulting, LLC 440.00%0.01%0.01%Q1 2021Q4 20214
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Financial Engines Advisors L.L.C. 440.00%0.00%0.00%Q1 2022Q4 20224
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.05%0.07%0.08%Q4 2017Q3 20184
Freestone Capital Holdings, LLC 210.01%0.02%0.06%Q3 2017Q4 20204
REILLY FINANCIAL ADVISORS, LLC 440.01%0.01%0.01%Q4 2016Q3 20174
Community Bank, N.A. 310.00%0.00%0.01%Q4 2017Q2 20214
Palogic Value Management, L.P. 440.35%0.41%0.51%Q4 2022Q3 20234
Apriem Advisors 310.02%0.02%0.03%Q3 2016Q2 20184
JOURNEY STRATEGIC WEALTH LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Glenview Trust Co 440.02%0.02%0.02%Q1 2019Q4 20194
Integrated Wealth Concepts LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Icon Wealth Partners, LLC 440.02%0.02%0.02%Q2 2021Q1 20224
PT ASSET MANAGEMENT, LLC 441.40%14.37%20.53%Q4 2017Q3 20184
SG Americas Securities, LLC 110.00%0.00%0.01%Q4 2013Q3 20174
FSA Wealth Management LLC 310.01%0.02%0.02%Q4 2019Q4 20204
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.01%Q1 2022Q4 20224
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2017Q3 20234
OLD NATIONAL BANCORP /IN/ 440.00%0.00%0.01%Q4 2022Q3 20234
Carlton Hofferkamp & Jenks Wealth Management, LLC 440.07%0.09%0.10%Q4 2022Q3 20234
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q4 2016Q1 20184
Laurion Capital Management LP 310.00%0.02%0.07%Q1 2016Q2 20174
PARSONS CAPITAL MANAGEMENT INC/RI 440.04%0.05%0.05%Q4 2022Q3 20234
StrategIQ Financial Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Next Capital Management LLC 440.05%0.05%0.06%Q4 2018Q3 20194
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2021Q3 20224
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
JONES FINANCIAL COMPANIES LLLP 310.00%0.00%0.00%Q3 2021Q3 20224
Wealthcare Advisory Partners LLC 310.01%0.01%0.01%Q3 2019Q1 20214
Citadel Advisors 310.00%0.00%0.00%Q1 2018Q1 20224
Barry Investment Advisors, LLC 440.04%0.06%0.08%Q4 2022Q3 20234
Claro Advisors LLC 440.06%0.07%0.09%Q4 2022Q3 20234
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2017Q2 20184
Integrated Wealth Management 330.06%0.07%0.07%Q3 2016Q1 20173
WESTPORT RESOURCES MANAGEMENT INC 330.02%0.02%0.03%Q2 2013Q4 20133
Allegiant Private Advisors, LLC 330.29%0.33%0.39%Q4 2020Q2 20213
NOMURA HOLDINGS INC 210.00%0.00%0.00%Q2 2022Q2 20233
BRYN MAWR TRUST Co 330.01%0.01%0.01%Q1 2023Q3 20233
Financial Advocates Investment Management 330.03%0.03%0.03%Q3 2022Q1 20233
Orion Portfolio Solutions, LLC 330.02%0.03%0.04%Q1 2020Q3 20203
Alexandria Capital, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
ISLAY CAPITAL MANAGEMENT, LLC 210.03%0.03%0.04%Q1 2020Q4 20203
Barber Financial Group, Inc. 330.08%0.08%0.09%Q4 2016Q2 20173
Simmons Bank 330.01%0.01%0.01%Q4 2020Q2 20213
Centurion Wealth Management LLC 330.17%0.19%0.20%Q4 2022Q2 20233
ADIRONDACK TRUST CO 330.00%0.00%0.00%Q1 2023Q3 20233
Pathway Financial Advisors LLC 330.04%0.04%0.04%Q4 2017Q2 20183
Advisor Resource Council 110.02%0.03%0.04%Q2 2021Q2 20223
Strategic Advisors LLC 210.02%0.03%0.03%Q3 2022Q2 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.03%0.05%Q4 2017Q3 20183
Brown Advisory Securities, LLC 330.04%0.07%0.09%Q2 2021Q4 20213
Virtu KCG Holdings LLC 110.00%0.00%0.01%Q3 2014Q2 20163
TOMPKINS FINANCIAL CORP 210.00%0.00%0.01%Q4 2020Q3 20213
GFS Advisors, LLC 330.06%0.11%0.21%Q1 2023Q3 20233
Pinnacle Bancorp, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
Global Trust Asset Management, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.02%Q4 2020Q4 20223
BDO Wealth Advisors, LLC 210.00%0.00%0.00%Q2 2017Q1 20233
Norway Savings Bank 330.00%0.00%0.00%Q3 2021Q1 20223
Merit Financial Group, LLC 210.01%0.01%0.02%Q3 2020Q3 20233
Winslow, Evans & Crocker, Inc. 330.03%0.03%0.03%Q3 2016Q1 20173
Covington Capital Management 330.00%0.00%0.00%Q3 2021Q1 20223
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q3 2016Q2 20193
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20233
IBERIABANK CORP 330.04%0.05%0.06%Q3 2017Q1 20183
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2018Q1 20192
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Alpine Global Management, LLC 220.11%0.13%0.15%Q2 2023Q3 20232
COMMERCE BANK 220.00%0.00%0.00%Q3 2016Q4 20162
Sound Income Strategies, LLC 110.00%0.01%0.01%Q1 2021Q2 20232
Blue Trust, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Frontier Wealth Management LLC 220.01%0.02%0.02%Q3 2021Q4 20212
TELEMUS CAPITAL, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Icon Wealth Advisors, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
Paragon Wealth Strategies, LLC 220.00%0.19%0.39%Q2 2022Q3 20222
Riverstone Advisors, LLC 220.16%0.17%0.17%Q1 2020Q2 20202
Archer Investment Corp 220.02%0.02%0.02%Q4 2020Q1 20212
KANALY TRUST CO 220.01%0.01%0.01%Q3 2016Q4 20162
Well Done, LLC 110.03%0.03%0.03%Q1 2018Q4 20182
MADISON WEALTH MANAGEMENT 220.03%0.04%0.04%Q3 2021Q4 20212
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2016Q4 20172
Strategic Blueprint, LLC 110.02%0.05%0.08%Q3 2019Q2 20212
Cribstone Capital Management, LLC 220.02%0.02%0.02%Q3 2016Q4 20162
Cypress Capital Group 110.03%0.03%0.03%Q3 2020Q1 20212
Edge Advisors, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Hefty Wealth Partners 220.00%0.00%0.00%Q3 2017Q4 20172
Squarepoint Ops LLC 110.02%0.04%0.06%Q4 2016Q4 20172
Regal Investment Advisors LLC 220.00%0.00%0.01%Q2 2013Q3 20132
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Segantii Capital Management Ltd 220.00%0.00%0.00%Q4 2021Q1 20222
FineMark National Bank & Trust 220.01%0.01%0.02%Q3 2016Q4 20162
LAZARD ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q3 2016Q4 20162
Accel Wealth Management 110.00%0.01%0.02%Q4 2020Q2 20212
Institute for Wealth Management, LLC. 220.02%0.03%0.03%Q2 2023Q3 20232
FIRST COMMUNITY TRUST NA 220.01%0.01%0.01%Q3 2022Q4 20222
Gruss Capital Management LP 220.04%0.04%0.04%Q4 2013Q1 20142
Paloma Partners Management Co 220.01%0.01%0.01%Q2 2013Q3 20132
Semmax Financial Advisors Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
ROMANO BROTHERS AND COMPANY 220.02%0.02%0.02%Q3 2022Q4 20222
Ionic Capital Management LLC 220.01%0.02%0.02%Q1 2018Q2 20182
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Robertson Stephens Wealth Management, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Carroll Investors, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
Claren Road Asset Management, LLC 220.40%0.56%0.72%Q2 2013Q3 20132
CHOREO, LLC 220.04%0.04%0.04%Q3 2016Q4 20162
SHEETS SMITH WEALTH MANAGEMENT 220.04%0.04%0.04%Q3 2016Q4 20162
Saba Capital Management, L.P. 220.05%0.21%0.37%Q2 2023Q3 20232
M&T BANK CORP 220.00%0.00%0.00%Q4 2016Q1 20172
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
MANCHESTER FINANCIAL INC 221.00%1.14%1.28%Q1 2020Q2 20202
CX Institutional 110.00%0.00%0.00%Q3 2020Q2 20222
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q2 2018Q3 20222
Crewe Advisors LLC 220.01%0.01%0.02%Q4 2020Q1 20212
Horan Securities, Inc. 220.06%0.06%0.06%Q4 2018Q1 20192
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Moloney Securities Asset Management, LLC 220.04%0.04%0.04%Q3 2020Q4 20202
LBA Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Herold Advisors, Inc. 110.04%0.04%0.05%Q3 2021Q1 20222
IEQ CAPITAL, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
AlphaCentric Advisors LLC 220.03%0.03%0.03%Q2 2021Q3 20212
MONETARY MANAGEMENT GROUP INC 220.07%0.09%0.11%Q3 2016Q4 20162
Walleye Capital LLC 110.01%0.01%0.02%Q1 2022Q1 20232
J.P. Morgan Private Wealth Advisors LLC 220.00%0.00%0.00%Q3 2016Q4 20162
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Valley Brook Capital Group, Inc. 220.03%0.03%0.04%Q4 2020Q1 20212
Capital Directions Investment Advisors, LLC 110.02%0.02%0.03%Q3 2017Q1 20182
Davis Capital Management 220.02%0.03%0.03%Q1 2020Q2 20202
WEST PACES ADVISORS INC. 220.00%0.00%0.01%Q1 2022Q2 20222
Fort Point Capital Partners LLC 220.02%0.04%0.05%Q2 2023Q3 20232
Private Ocean, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Merriman Wealth Management, LLC 110.06%0.09%0.11%Q2 2017Q1 20202
MCIA Inc 220.02%0.02%0.02%Q2 2017Q3 20172
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Autumn Glory Partners, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Arbor Wealth Management, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
BlackRock Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Altus Wealth Group LLC 110.08%0.08%0.08%Q4 2020Q4 20201
CLEAR STREET MARKETS LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Aurora Private Wealth, Inc. 110.07%0.07%0.07%Q1 2020Q1 20201
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Liberty Street Advisors, Inc. 112.07%2.07%2.07%Q3 2015Q3 20151
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.01%0.01%0.01%Q4 2016Q4 20161
ACCESS FINANCIAL SERVICES, INC. 110.12%0.12%0.12%Q4 2021Q4 20211
Townsend & Associates, Inc 110.07%0.07%0.07%Q4 2017Q4 20171
ASSETMARK, INC 110.00%0.00%0.00%Q3 2021Q3 20211
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CLOUGH CAPITAL PARTNERS L P 110.02%0.02%0.02%Q3 2016Q3 20161
Crestone Asset Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231
HL FINANCIAL SERVICES LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Quent Capital, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
BOOTHBAY FUND MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
NINE MASTS CAPITAL Ltd 110.55%0.55%0.55%Q3 2018Q3 20181
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2022Q3 20221
Clearstead Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Circle Wealth Management, LLC 110.75%0.75%0.75%Q1 2020Q1 20201
Ironsides Asset Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
CNB Bank 110.02%0.02%0.02%Q3 2023Q3 20231
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Busey Bank 110.02%0.02%0.02%Q2 2018Q2 20181
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2022Q3 20221
BARCLAYS PLC 110.00%0.00%0.00%Q2 2013Q2 20131
Adams Wealth Management 110.02%0.02%0.02%Q3 2020Q3 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
NEW VERNON INVESTMENT MANAGEMENT LLC 115.62%5.62%5.62%Q3 2016Q3 20161
Arkos Global Advisors 110.06%0.06%0.06%Q3 2023Q3 20231
CABOT WEALTH MANAGEMENT INC 110.07%0.07%0.07%Q2 2013Q2 20131
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
FIR TREE CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q3 2013Q3 20131
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
BRAVE ASSET MANAGEMENT INC 110.06%0.06%0.06%Q3 2016Q3 20161
XTX Topco Ltd 110.04%0.04%0.04%Q3 2022Q3 20221
Andrew Hill Investment Advisors, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Missouri Trust & Investment Co 110.01%0.01%0.01%Q2 2023Q2 20231
PERSONAL CFO SOLUTIONS, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
J.W. COLE ADVISORS, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
SHUFRO ROSE & CO LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
CAPITAL CITY TRUST CO/FL 110.07%0.07%0.07%Q3 2020Q3 20201
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
MADDEN SECURITIES Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Cable Hill Partners, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Legacy Wealth Management, Inc 110.01%0.01%0.01%Q4 2016Q4 20161
SFMG, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Callan Capital, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Armbruster Capital Management, Inc. 110.00%0.00%0.00%Q3 2017Q3 20171
LVW Advisors, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
ASSOCIATED BANC-CORP 110.01%0.01%0.01%Q2 2013Q2 20131
Arlington Partners LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Cito Capital Group, LLC 110.12%0.12%0.12%Q3 2018Q3 20181
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
GenTrust, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
ARS Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2020Q1 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
JOYN Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
HBK Sorce Advisory LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Cornerstone Wealth Management, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
SOUTH TEXAS MONEY MANAGEMENT LTD 110.01%0.01%0.01%Q1 2017Q1 20171
BANK OF STOCKTON 110.11%0.11%0.11%Q3 2016Q3 20161
STRATEGIC INVESTMENT MANAGEMENT, LLC 110.19%0.19%0.19%Q3 2016Q3 20161
ZWJ INVESTMENT COUNSEL INC 110.02%0.02%0.02%Q1 2017Q1 20171
Madden Advisory Services, Inc. 110.02%0.02%0.02%Q1 2014Q1 20141
ZEKE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
NEW ENGLAND SECURITIES CORP /MA/ 110.01%0.01%0.01%Q4 2013Q4 20131
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Centerpoint Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BEDEL FINANCIAL CONSULTING INC 110.03%0.03%0.03%Q3 2023Q3 20231
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
Pine River Capital Management L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
Orion Capital Management LLC 110.01%0.01%0.01%Q2 2022Q2 20221
PEDDOCK CAPITAL ADVISORS, LLC 110.13%0.13%0.13%Q1 2021Q1 20211
FIRST INTERSTATE BANK 110.03%0.03%0.03%Q2 2021Q2 20211
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Cape Investment Advisory, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q2 2023Q2 20231
ADVISOR PARTNERS II, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
GODSEY & GIBB, INC 110.10%0.10%0.10%Q2 2022Q2 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Sea Otter Advisors LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Concert Wealth Management Inc. 110.02%0.02%0.02%Q3 2016Q3 20161
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q4 2022Q4 20221
Indiana Trust & Investment Management CO 111.20%1.20%1.20%Q3 2023Q3 20231
Lantz Financial LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Independent Advisor Alliance 110.03%0.03%0.03%Q4 2019Q4 20191
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.01%0.01%0.01%Q4 2022Q4 20221
Atlas Private Wealth Advisors 110.02%0.02%0.02%Q2 2020Q2 20201
NovaPoint Capital, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Argent Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Capstone Financial Advisors, Inc. 110.04%0.04%0.04%Q3 2018Q3 20181
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
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This page lists all the filers that currently own NUVEEN QUALITY MUNCP INCOME or have owned NUVEEN QUALITY MUNCP INCOME in the past.