NUVEEN AMT FREE MUN CR INC F shareholder history

Current and past NUVEEN AMT FREE MUN CR INC F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.09%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.03%0.06%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.14%0.41%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
SIT INVESTMENT ASSOCIATES INC 42420.00%0.18%0.92%Q2 2013Q3 202342
Creative Planning 3380.00%0.01%0.02%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.06%Q2 2013Q3 202341
HighTower Advisors, LLC 41410.00%0.02%0.06%Q3 2013Q3 202341
Capital Investment Advisors, LLC 41410.05%0.14%0.38%Q4 2013Q4 202341
US BANCORP \DE\ 30110.00%0.00%0.00%Q2 2013Q3 202341
Advisors Asset Management, Inc. 3910.01%0.07%0.18%Q2 2013Q3 202340
Tradewinds Capital Management, LLC 40400.01%0.29%1.11%Q4 2013Q3 202340
FIFTH THIRD BANCORP 3910.00%0.00%0.01%Q2 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q4 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 39390.00%0.01%0.02%Q1 2014Q3 202339
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
FIRST TRUST ADVISORS LP 34340.00%0.00%0.00%Q2 2015Q3 202334
Cambridge Investment Research Advisors, Inc. 34340.01%0.02%0.05%Q2 2015Q3 202334
Invesco Ltd. 2950.00%0.00%0.00%Q2 2013Q3 202334
Sterneck Capital Management, LLC 33330.09%0.38%0.87%Q3 2015Q3 202333
D.A. DAVIDSON & CO. 1610.00%0.01%0.04%Q2 2013Q3 202333
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2110.00%0.00%0.01%Q2 2013Q2 202232
FIRST FOUNDATION ADVISORS 31310.01%0.06%0.34%Q1 2016Q3 202331
RAYMOND JAMES TRUST N.A. 3010.01%0.02%0.05%Q4 2014Q3 202331
Anchor Investment Management, LLC 31310.01%0.01%0.02%Q2 2016Q4 202331
Raymond James Financial Services Advisors, Inc. 31310.00%0.02%0.03%Q1 2016Q3 202331
HOLLENCREST CAPITAL MANAGEMENT 30300.02%0.04%0.11%Q2 2016Q3 202330
ProVise Management Group, LLC 30300.01%0.03%0.05%Q2 2016Q3 202330
Private Advisor Group, LLC 30300.00%0.02%0.05%Q2 2016Q3 202330
BENJAMIN F. EDWARDS & COMPANY, INC. 30300.00%0.05%0.12%Q2 2016Q3 202330
GOODWIN DANIEL L 30301.29%1.93%3.23%Q2 2016Q3 202330
Stratos Wealth Partners, LTD. 30300.01%0.03%0.05%Q2 2016Q3 202330
COHEN & STEERS, INC. 30300.00%0.01%0.02%Q2 2016Q3 202330
Community Bank & Trust, Waco, Texas 30300.05%0.11%0.20%Q2 2016Q3 202330
NORTHERN TRUST CORP 30300.00%0.00%0.00%Q2 2016Q3 202330
PINNACLE ASSOCIATES LTD 30300.03%0.04%0.06%Q2 2016Q3 202330
Baird Financial Group, Inc. 30300.00%0.00%0.01%Q2 2016Q3 202330
STIFEL FINANCIAL CORP 30300.01%0.01%0.02%Q2 2016Q3 202330
WEBSTER BANK, N. A. 30300.02%0.03%0.04%Q2 2016Q3 202330
DAVENPORT & Co LLC 30300.00%0.01%0.02%Q2 2016Q3 202330
Lido Advisors, LLC 29290.00%0.02%0.07%Q3 2016Q3 202329
AMERIPRISE FINANCIAL INC 2720.00%0.00%0.01%Q2 2013Q3 202329
OPPENHEIMER & CO INC 1510.00%0.01%0.01%Q2 2013Q3 202329
Bartlett & Co. LLC 1470.00%0.00%0.00%Q2 2016Q4 202329
Janney Montgomery Scott LLC 29290.00%0.01%0.01%Q3 2016Q3 202329
CITIGROUP INC 2110.00%0.00%0.00%Q2 2013Q2 202129
THRIVENT FINANCIAL FOR LUTHERANS 2360.00%0.00%0.01%Q2 2016Q3 202329
RIVERNORTH CAPITAL MANAGEMENT, LLC 1110.04%0.83%3.15%Q1 2014Q3 202329
North Star Investment Management Corp. 17120.00%0.01%0.02%Q2 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.01%Q4 2013Q4 202029
Tortoise Investment Management, LLC 2530.01%0.15%0.46%Q2 2016Q3 202328
Koshinski Asset Management, Inc. 1320.06%0.38%0.93%Q2 2016Q3 202328
Bank of New York Mellon Corp 2320.00%0.00%0.00%Q2 2016Q3 202328
Johnson Financial Group, Inc. 14140.02%0.38%0.86%Q2 2016Q3 202328
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1440.01%0.05%0.14%Q2 2016Q3 202328
SMITH, MOORE & CO. 28280.06%0.19%0.30%Q4 2016Q3 202328
Point View Wealth Management, Inc. 18100.12%0.18%0.29%Q4 2013Q4 202028
DELTA ASSET MANAGEMENT LLC/TN 2340.00%0.01%0.02%Q2 2016Q3 202327
Cornerstone Advisory, LLC 2610.11%0.95%2.34%Q4 2016Q3 202327
Sigma Planning Corp 27270.01%0.03%0.10%Q2 2016Q4 202227
Hirtle Callaghan & Co LLC 27270.04%0.09%0.18%Q1 2017Q3 202327
Advisory Services Network, LLC 2520.00%0.02%0.09%Q2 2016Q1 202327
ROCKY MOUNTAIN ADVISERS, LLC 26260.06%0.18%0.34%Q2 2016Q3 202226
Cetera Advisor Networks LLC 2240.00%0.02%0.03%Q1 2017Q3 202326
GM Advisory Group, LLC 26260.02%0.06%0.14%Q2 2016Q3 202226
Cottage Street Advisors LLC 26260.00%0.23%0.35%Q2 2016Q3 202226
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 920.02%0.18%0.52%Q4 2013Q3 202326
Sheaff Brock Investment Advisors, LLC 26260.01%0.02%0.03%Q2 2017Q3 202326
Sandy Spring Bank 1870.00%0.00%0.01%Q2 2016Q1 202325
OneDigital Investment Advisors LLC 2050.01%0.06%0.26%Q2 2017Q3 202325
Pointe Capital Management LLC 2210.08%0.32%0.60%Q2 2016Q1 202325
Wealth Advisors of Tampa Bay, LLC 24240.13%0.64%1.61%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 1860.00%0.01%0.03%Q2 2017Q3 202324
Geneos Wealth Management Inc. 24240.01%0.02%0.04%Q1 2016Q4 202124
Gradient Investments LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
IBEX WEALTH ADVISORS 2020.14%0.33%0.66%Q3 2016Q4 202224
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1210.00%0.01%0.03%Q2 2013Q1 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
CWM, LLC 1680.00%0.02%0.06%Q3 2017Q3 202324
BOKF, NA 1490.02%0.03%0.04%Q4 2017Q3 202323
Perkins Coie Trust Co 1490.00%0.07%0.22%Q2 2016Q4 202223
NWAM LLC 2120.02%0.12%0.23%Q1 2015Q4 202023
Carroll Financial Associates, Inc. 23230.00%0.01%0.01%Q2 2016Q4 202123
Sowell Financial Services LLC 1060.00%0.06%0.18%Q3 2017Q3 202323
SADOFF INVESTMENT MANAGEMENT LLC 22220.03%0.04%0.07%Q2 2013Q3 201822
OARSMAN CAPITAL, INC. 1110.06%0.08%0.14%Q2 2016Q3 202222
PINNACLE FINANCIAL PARTNERS INC 22220.00%0.00%0.02%Q2 2018Q3 202322
Claybrook Capital, LLC 940.68%1.05%1.37%Q4 2017Q3 202322
Field & Main Bank 1440.00%0.01%0.01%Q4 2017Q3 202322
Karpus Management, Inc. 1610.01%0.79%2.05%Q2 2013Q3 202322
AFT, FORSYTH & COMPANY, INC. 22220.17%0.36%0.69%Q4 2017Q1 202322
B. Riley Wealth Advisors, Inc. 1610.00%0.02%0.04%Q2 2013Q3 202322
Mariner, LLC 1310.00%0.00%0.01%Q3 2016Q3 202322
ROBINSON CAPITAL MANAGEMENT, LLC 910.80%3.30%8.21%Q2 2016Q3 202322
Cito Capital Group, LLC 22220.10%0.18%0.55%Q3 2017Q4 202222
Wealthcare Advisory Partners LLC 11110.01%0.03%0.05%Q3 2017Q3 202322
Sequoia Financial Advisors, LLC 1610.00%0.05%0.33%Q2 2016Q2 202322
IFP Advisors, Inc 1470.00%0.04%0.11%Q4 2015Q3 202321
MASSMUTUAL TRUST CO FSB/ADV 2010.00%0.00%0.01%Q4 2016Q4 202321
Private Harbour Investment Management & Counsel, LLC 21210.24%0.35%0.42%Q2 2016Q2 202121
BB&T SECURITIES, LLC 1470.00%0.01%0.02%Q2 2013Q3 201921
CULLEN/FROST BANKERS, INC. 2010.00%0.01%0.02%Q3 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.02%0.03%Q4 2014Q4 201921
Integrated Wealth Concepts LLC 1650.01%0.04%0.12%Q4 2017Q3 202321
Oxbow Advisors, LLC 1830.02%0.80%2.01%Q2 2016Q3 202221
AVANTAX ADVISORY SERVICES, INC. 20200.00%0.01%0.03%Q4 2018Q3 202320
SeaCrest Wealth Management, LLC 1460.01%0.03%0.05%Q4 2017Q1 202320
JPMORGAN CHASE & CO 1220.00%0.00%0.00%Q2 2016Q2 202320
NVWM, LLC 1820.01%0.02%0.02%Q4 2017Q1 202320
BANK OF MONTREAL /CAN/ 1010.00%0.00%0.00%Q2 2016Q3 202320
American Portfolios Advisors 20200.01%0.01%0.02%Q4 2017Q3 202220
Belpointe Asset Management LLC 1910.02%0.05%0.09%Q4 2017Q1 202320
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 19190.02%0.04%0.22%Q1 2019Q3 202319
JAMES INVESTMENT RESEARCH INC 19190.01%0.01%0.04%Q2 2016Q4 202019
Csenge Advisory Group 1450.01%0.03%0.08%Q3 2018Q3 202319
Plante Moran Financial Advisors, LLC 1020.01%0.07%0.16%Q2 2013Q2 202219
COMMERCE BANK 1810.00%0.00%0.01%Q1 2017Q3 202319
RFG Advisory, LLC 19190.02%0.10%0.20%Q1 2019Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Winch Advisory Services, LLC 1540.00%0.00%0.00%Q4 2018Q3 202319
Mascoma Wealth Management LLC 910.02%0.04%0.07%Q2 2017Q3 202319
Ahrens Investment Partners LLC 1510.02%0.09%0.18%Q1 2017Q1 202319
Patriot Financial Group Insurance Agency, LLC 19190.00%0.05%0.12%Q4 2018Q2 202319
Hilton Capital Management, LLC 1170.05%0.12%0.33%Q2 2013Q4 201718
Janney Capital Management LLC 18180.01%0.02%0.03%Q3 2017Q4 202118
Commonwealth Equity Services, Inc 18180.00%0.01%0.04%Q2 2013Q3 201718
Peak Asset Management, LLC 1610.04%0.07%0.11%Q1 2017Q1 202318
1834 INVESTMENT ADVISORS CO 18180.00%0.00%0.00%Q4 2017Q1 202218
Truvestments Capital LLC 810.01%0.01%0.03%Q3 2018Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202318
ENVESTNET ASSET MANAGEMENT INC 1110.00%0.00%0.00%Q2 2013Q3 202318
DEUTSCHE BANK AG\ 1610.00%0.00%0.00%Q2 2014Q1 202017
Horizon Kinetics 1160.00%0.01%0.02%Q2 2013Q4 201817
Capital Investment Advisory Services, LLC 1340.00%0.06%0.12%Q4 2018Q3 202317
BRYN MAWR TRUST Co 1310.01%0.02%0.02%Q2 2016Q3 202317
M&R CAPITAL MANAGEMENT INC 17170.00%0.00%0.00%Q4 2019Q4 202317
Bedel Financial Consulting, Inc. 17170.00%0.03%0.04%Q1 2018Q1 202217
Cetera Advisors LLC 1110.00%0.02%0.03%Q2 2016Q3 202217
KEYBANK NATIONAL ASSOCIATION/OH 750.00%0.00%0.00%Q2 2016Q4 202117
EVOKE WEALTH, LLC 17170.01%0.03%0.09%Q3 2019Q3 202317
Ranch Capital Advisors Inc. 17170.34%0.57%0.91%Q3 2019Q3 202317
ROMAN BUTLER FULLERTON & CO 1610.11%0.17%0.24%Q4 2018Q1 202317
Edge Wealth Management LLC 17170.00%0.00%0.01%Q2 2016Q2 202017
Rockefeller Capital Management L.P. 1510.00%0.00%0.01%Q3 2019Q3 202316
IEQ CAPITAL, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.06%0.21%0.38%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
WASHINGTON TRUST BANK 1240.00%0.08%0.35%Q2 2016Q1 202116
EVERGREEN CAPITAL MANAGEMENT LLC 1510.01%0.02%0.03%Q3 2017Q4 202216
Physician Wealth Advisors, Inc. 16160.08%0.14%0.21%Q3 2019Q2 202316
Element Wealth, LLC 16160.30%0.54%0.91%Q4 2019Q3 202316
Next Capital Management LLC 16160.05%0.18%0.31%Q4 2019Q3 202316
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.01%0.02%Q2 2013Q3 202316
Powell Investment Advisors, LLC 16160.09%0.62%1.32%Q4 2019Q3 202316
Riverstone Advisors, LLC 16160.08%0.18%0.31%Q4 2018Q3 202216
CONNING INC. 16160.01%0.01%0.01%Q2 2016Q1 202016
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 16160.02%0.04%0.08%Q3 2016Q2 202016
Clear Creek Financial Management, LLC 1010.03%0.09%0.20%Q2 2019Q3 202316
AdvisorNet Financial, Inc 1410.00%0.01%0.02%Q3 2018Q3 202215
Moors & Cabot, Inc. 15150.01%0.04%0.08%Q1 2020Q3 202315
BCM ADVISORS, LLC 15150.09%0.18%0.26%Q4 2016Q2 202015
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 15150.25%0.28%0.32%Q2 2016Q4 201915
CIBC Private Wealth Group, LLC 1010.00%0.00%0.01%Q2 2016Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.03%Q1 2020Q3 202315
SECURITY NATIONAL TRUST CO 15150.00%0.01%0.02%Q2 2013Q4 201615
FMR LLC 710.00%0.00%0.00%Q3 2018Q3 202315
Carmichael Hill & Associates, Inc. 1230.00%0.02%0.04%Q4 2019Q3 202315
FineMark National Bank & Trust 15150.00%0.00%0.01%Q2 2013Q4 201615
Capital Analysts, LLC 15150.00%0.00%0.01%Q1 2018Q3 202115
Orion Portfolio Solutions, LLC 15150.00%0.02%0.04%Q1 2020Q3 202315
MACKAY SHIELDS LLC 15150.10%0.39%0.82%Q2 2016Q4 201915
J.W. COLE ADVISORS, INC. 1410.02%0.04%0.11%Q4 2019Q3 202315
NATIXIS 1230.00%0.02%0.07%Q2 2019Q2 202315
Advisor Group, Inc. 15150.02%0.04%0.05%Q2 2016Q4 201915
Mathes Company, Inc. 1320.17%0.40%0.56%Q4 2019Q3 202315
NEXT Financial Group, Inc 1110.00%0.03%0.10%Q3 2014Q4 202115
Selective Wealth Management, Inc. 1310.03%0.17%1.26%Q3 2018Q3 202214
MAGNOLIA CAPITAL ADVISORS LLC 950.06%0.18%0.47%Q4 2019Q2 202314
Sound Income Strategies, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Summit Trail Advisors, LLC 14140.01%0.13%0.34%Q2 2020Q3 202314
MGO ONE SEVEN LLC 1220.04%0.09%0.17%Q4 2017Q2 202114
DOLIVER ADVISORS, LP 1010.07%0.41%0.83%Q1 2013Q2 201814
Avior Wealth Management, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.00%0.01%0.01%Q2 2020Q3 202314
Stonebridge Capital Advisors LLC 950.00%0.00%0.00%Q2 2019Q1 202314
Jacobi Capital Management LLC 14140.00%0.00%0.00%Q2 2018Q3 202114
Yellowstone Partners, LLC 1220.14%0.37%0.70%Q4 2013Q4 201714
Rehmann Capital Advisory Group 14140.00%0.05%0.09%Q2 2016Q3 201914
AE Wealth Management LLC 1210.00%0.00%0.02%Q2 2018Q3 202314
VICUS CAPITAL 14140.15%0.31%0.73%Q2 2016Q3 201914
FNY Investment Advisers, LLC 310.00%0.05%0.23%Q2 2018Q3 202314
BELLEVUE ASSET MANAGEMENT, LLC 14140.01%0.01%0.02%Q4 2019Q1 202314
ADVANTAGE INVESTMENT MANAGEMENT, LLC 14140.01%0.02%0.02%Q2 2016Q3 201914
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 610.03%0.10%0.16%Q3 2014Q1 202114
Bell Rock Capital LLC 13130.02%0.04%0.06%Q4 2016Q4 201913
WHITTIER TRUST CO OF NEVADA INC 13130.00%0.00%0.00%Q2 2016Q2 201913
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 13130.09%0.10%0.12%Q2 2016Q2 201913
MERCER GLOBAL ADVISORS INC /ADV 13130.00%0.00%0.01%Q3 2020Q3 202313
First Allied Advisory Services, Inc. 13130.01%0.01%0.02%Q2 2016Q2 201913
Tower Research Capital LLC (TRC) 610.00%0.00%0.00%Q2 2013Q3 202313
AQR Arbitrage LLC 410.00%0.07%0.31%Q1 2015Q3 202313
Estabrook Capital Management 13130.00%0.00%0.01%Q2 2016Q2 201913
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.03%0.04%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.04%0.09%Q3 2020Q3 202313
BESSEMER GROUP INC 810.00%0.01%0.01%Q4 2016Q3 202313
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.01%Q4 2020Q3 202312
MML INVESTORS SERVICES, LLC 910.00%0.00%0.01%Q1 2017Q2 202312
Financial Advocates Investment Management 12120.08%0.09%0.11%Q2 2020Q1 202312
Wealth Dimensions Group, Ltd. 12120.12%0.25%0.45%Q4 2020Q3 202312
Founders Financial Alliance, LLC 750.12%0.23%0.30%Q3 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Keel Point, LLC 12120.02%0.04%0.06%Q1 2019Q4 202112
Graves Light Lenhart Wealth, Inc. 750.02%0.04%0.08%Q1 2019Q2 202212
Meridian Wealth Management, LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Cetera Investment Advisers 12120.00%0.00%0.00%Q4 2020Q3 202312
MUFG Americas Holdings Corp 610.00%0.00%0.01%Q4 2013Q2 201912
WEDBUSH SECURITIES INC 750.03%0.04%0.07%Q2 2016Q4 201912
CoreFirst Bank & Trust 12120.01%0.02%0.04%Q4 2020Q3 202312
Certified Advisory Corp 1110.01%0.01%0.02%Q4 2017Q1 202112
Kercheville Advisors, LLC 12120.13%0.24%0.51%Q4 2020Q3 202312
Thomas J. Herzfeld Advisors, Inc. 660.07%0.29%0.56%Q2 2013Q4 201612
Integrated Advisors Network LLC 710.02%0.05%0.24%Q4 2019Q3 202312
Aurora Private Wealth, Inc. 12120.09%0.18%0.26%Q4 2019Q3 202212
EXANE DERIVATIVES 12120.01%0.10%0.34%Q3 2019Q2 202212
Johnson Midwest Financial, LLC 12120.02%0.04%0.10%Q4 2020Q3 202312
Realta Investment Advisors 1110.04%0.05%0.07%Q4 2019Q3 202312
Quad-Cities Investment Group, LLC 660.04%0.08%0.14%Q2 2018Q1 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Danda Trouve Investment Management, Inc. 12124.24%4.72%6.16%Q4 2019Q3 202212
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2013Q2 202312
Concord Wealth Partners 740.01%0.02%0.04%Q4 2020Q3 202311
INFRASTRUCTURE CAPITAL ADVISORS, LLC 11110.06%0.15%0.39%Q4 2016Q2 201911
WASHINGTON TRUST Co 11110.00%0.00%0.00%Q3 2020Q1 202311
Global Endowment Management, LP 740.07%0.15%0.28%Q4 2013Q1 201711
J.P. Morgan Private Wealth Advisors LLC 920.00%0.00%0.01%Q4 2015Q3 201811
Hennion & Walsh Asset Management, Inc. 11110.30%0.75%1.16%Q1 2021Q3 202311
Eidelman Virant Capital 1010.01%0.11%0.14%Q4 2013Q4 201611
HYA Advisors, Inc 11110.16%0.24%0.34%Q4 2019Q2 202211
HUNTINGTON NATIONAL BANK 810.00%0.00%0.01%Q3 2011Q3 201711
TRUST DEPARTMENT MB FINANCIAL BANK N A 11110.00%0.00%0.00%Q2 2016Q4 201811
Ellis Investment Partners, LLC 11110.01%0.01%0.02%Q2 2019Q4 202111
Venture Visionary Partners LLC 11110.01%0.04%0.08%Q4 2020Q2 202311
Asset Dedication, LLC 650.00%0.01%0.01%Q1 2019Q3 202311
D'Orazio & Associates, Inc. 11110.00%0.01%0.01%Q1 2019Q3 202111
PEAPACK GLADSTONE FINANCIAL CORP 11110.00%0.01%0.01%Q1 2021Q3 202311
Silver Lake Advisory, LLC 10101.67%1.96%2.13%Q2 2016Q3 201810
Ackerman Capital Advisors, LLC 310.04%0.19%0.34%Q2 2017Q3 202310
DELPHI FINANCIAL GROUP, INC. 10100.20%0.44%0.95%Q4 2018Q1 202110
Loveless Wealth Management LLC 910.14%0.20%0.28%Q4 2019Q2 202210
Prospera Financial Services Inc 910.01%0.01%0.02%Q3 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.02%Q1 2021Q3 202310
JOYN Advisors, Inc. 10100.04%0.12%0.22%Q4 2017Q1 202010
REILLY FINANCIAL ADVISORS, LLC 10100.00%0.00%0.00%Q2 2016Q3 201810
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 640.02%0.03%0.05%Q4 2018Q3 202110
PANAGORA ASSET MANAGEMENT INC 730.00%0.00%0.00%Q4 2014Q2 202110
Leelyn Smith, LLC 10100.00%0.00%0.01%Q1 2020Q2 202210
LexAurum Advisors, LLC 10100.10%0.18%0.26%Q2 2021Q3 202310
CVA Family Office, LLC 730.00%0.00%0.00%Q4 2020Q2 202310
Transform Wealth, LLC 520.03%0.05%0.08%Q4 2016Q3 202310
Barber Financial Group, Inc. 10100.04%0.05%0.07%Q4 2016Q1 201910
Brick & Kyle, Associates 910.70%0.82%0.88%Q2 2016Q4 201810
Veritable, L.P. 10100.00%0.00%0.01%Q3 2019Q4 202110
Private Capital Group, LLC 10100.01%0.01%0.01%Q4 2019Q1 202210
JNBA Financial Advisors 10100.00%0.00%0.00%Q2 2021Q3 202310
Visionary Wealth Advisors 910.01%0.02%0.04%Q4 2019Q3 202310
Allworth Financial LP 10100.00%0.00%0.00%Q2 2021Q3 202310
Bank of New Hampshire 10100.02%0.03%0.06%Q2 2021Q3 202310
CENTRAL TRUST Co 410.00%0.00%0.00%Q2 2013Q1 20219
Beacon Capital Management, Inc. 720.00%0.02%0.03%Q2 2016Q4 20229
VisionPoint Advisory Group, LLC 990.06%0.09%0.13%Q3 2021Q3 20239
BREITER CAPITAL MANAGEMENT INC 990.27%0.45%0.64%Q1 2020Q1 20229
Congress Park Capital LLC 720.12%0.36%0.66%Q1 2021Q3 20239
Kingsview Wealth Management, LLC 630.01%0.01%0.01%Q2 2021Q3 20239
IFG Advisory, LLC 720.02%0.05%0.07%Q4 2017Q1 20229
Future Financial Wealth Managment LLC 990.21%0.27%0.33%Q4 2020Q4 20229
Greenwich Wealth Management LLC 990.02%0.03%0.05%Q4 2019Q4 20219
ALBION FINANCIAL GROUP /UT 810.00%0.00%0.00%Q4 2020Q1 20239
TrinityPoint Wealth, LLC 990.06%0.08%0.10%Q4 2020Q4 20229
IHT Wealth Management, LLC 710.01%0.02%0.04%Q1 2020Q3 20239
Community Bank, N.A. 990.00%0.00%0.01%Q3 2020Q3 20229
BlackRock Investment Management, LLC 810.00%0.00%0.00%Q2 2013Q2 20169
Samalin Investment Counsel, LLC 990.16%0.23%0.34%Q3 2020Q3 20229
Walker Asset Management, LLC 990.23%0.30%0.46%Q4 2021Q4 20239
Melone Private Wealth, LLC 880.34%0.51%0.69%Q4 2021Q3 20238
Apriem Advisors 440.01%0.04%0.07%Q2 2016Q1 20238
ROPES WEALTH ADVISORS LLC 880.00%0.00%0.01%Q2 2016Q1 20188
NewEdge Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Clean Yield Group 410.01%0.01%0.01%Q1 2016Q3 20228
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
Financial Architects, Inc 620.00%0.00%0.01%Q2 2016Q2 20198
Vantage Investment Advisors, LLC 880.02%0.03%0.04%Q2 2016Q1 20188
MONETARY MANAGEMENT GROUP INC 880.03%0.06%0.16%Q2 2016Q1 20188
FinTrust Capital Advisors, LLC 880.00%0.00%0.01%Q4 2018Q3 20208
Citizens National Bank Trust Department 880.01%0.01%0.03%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.10%0.12%0.15%Q4 2021Q3 20238
UNITED SERVICES AUTOMOBILE ASSOCIATION 880.01%0.01%0.01%Q2 2016Q1 20188
Patten Group, Inc. 530.01%0.02%0.05%Q4 2017Q2 20228
MKT Advisors LLC 880.19%0.31%0.43%Q4 2021Q3 20238
FLPUTNAM INVESTMENT MANAGEMENT CO 880.01%0.01%0.01%Q2 2021Q1 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q3 2016Q2 20188
PFG Advisors 880.01%0.02%0.02%Q4 2021Q3 20238
RMB Capital Management, LLC 310.01%0.02%0.07%Q3 2016Q3 20208
DRIVE WEALTH MANAGEMENT, LLC 880.10%0.23%0.43%Q4 2021Q3 20238
First Command Financial Services, Inc. 880.01%0.01%0.02%Q3 2020Q2 20228
Financial Management Professionals, Inc. 880.00%0.00%0.01%Q3 2021Q2 20238
MSI Financial Services Inc 620.00%0.00%0.01%Q2 2014Q4 20168
Richmond Brothers, Inc. 881.11%2.02%2.81%Q4 2021Q3 20238
Kistler-Tiffany Companies, LLC 880.01%0.01%0.01%Q2 2014Q1 20168
First Command Bank 880.01%0.01%0.02%Q3 2020Q2 20228
SEI INVESTMENTS CO 530.00%0.00%0.01%Q2 2016Q2 20188
Financial Network Wealth Management LLC 880.09%0.12%0.16%Q4 2020Q3 20228
CORNERSTONE ADVISORS INC 880.04%0.15%0.32%Q2 2013Q1 20158
Gould Capital, LLC 880.66%0.93%1.12%Q4 2021Q3 20238
Pinnacle Summer Investments, Inc. 520.00%0.00%0.00%Q1 2014Q4 20157
Kerntke Otto McGlone Wealth Management Group 771.22%1.84%2.30%Q4 2019Q2 20217
Sharkey, Howes & Javer 770.01%0.01%0.01%Q2 2017Q4 20187
B. Riley Wealth Management, Inc. 310.00%0.02%0.04%Q3 2018Q2 20227
Integrated Investment Consultants, LLC 610.02%0.03%0.06%Q2 2016Q1 20187
Capital Advisors, Ltd. LLC 770.01%0.01%0.02%Q2 2016Q4 20177
BDO Wealth Advisors, LLC 770.00%0.02%0.11%Q2 2019Q4 20207
AMERICAN NATIONAL BANK 610.00%0.01%0.02%Q1 2020Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
GREATMARK INVESTMENT PARTNERS, INC. 520.06%0.06%0.08%Q2 2016Q1 20187
Perigon Wealth Management, LLC 410.01%0.01%0.01%Q3 2017Q3 20237
Dakota Wealth Management 510.01%0.04%0.18%Q4 2018Q3 20237
Ledyard National Bank 770.00%0.00%0.00%Q2 2016Q4 20177
NATIONAL PLANNING CORP 770.08%0.08%0.10%Q1 2016Q3 20177
Atria Wealth Solutions, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
GREAT LAKES ADVISORS, LLC 770.01%0.01%0.01%Q2 2016Q4 20177
PERSONAL CFO SOLUTIONS, LLC 430.00%0.05%0.08%Q2 2020Q1 20227
DRW Securities, LLC 770.01%0.03%0.05%Q3 2013Q1 20157
Charter Oak Capital Management, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
CENTAURUS FINANCIAL, INC. 410.02%0.02%0.04%Q2 2018Q3 20207
OTA Financial Group L.P. 210.15%0.28%0.41%Q2 2013Q1 20237
PARSONS CAPITAL MANAGEMENT INC/RI 770.05%0.06%0.07%Q1 2021Q3 20227
TECTONIC ADVISORS LLC 770.06%0.11%0.13%Q1 2022Q3 20237
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.00%Q2 2016Q4 20177
Dynamic Advisor Solutions LLC 430.02%0.02%0.03%Q1 2020Q4 20227
MARINER INVESTMENT GROUP LLC 410.10%2.98%6.34%Q2 2014Q4 20207
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
20/20 Capital Management, Inc. 770.30%0.43%0.55%Q4 2019Q2 20217
Sunbelt Securities, Inc. 520.05%0.07%0.11%Q3 2019Q4 20217
TFS CAPITAL LLC 410.02%0.06%0.08%Q2 2013Q2 20167
Family Management Corp 610.16%0.20%0.32%Q4 2018Q4 20227
Braun-Bostich & Associates Inc. 660.02%0.08%0.11%Q4 2017Q1 20196
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 660.01%0.02%0.02%Q2 2016Q3 20176
INVESTMENT CENTERS OF AMERICA INC 660.02%0.03%0.04%Q2 2016Q3 20176
Atlas Private Wealth Management, LLC 660.03%0.03%0.04%Q4 2019Q1 20216
NewDay Solutions, LLC 510.15%0.54%1.70%Q4 2018Q2 20206
Parallel Advisors, LLC 510.00%0.01%0.03%Q2 2019Q3 20236
M&T BANK CORP 510.00%0.00%0.00%Q2 2018Q4 20206
Ford Financial Group, LLC 410.02%0.10%0.17%Q4 2017Q4 20216
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q2 2016Q3 20176
Eudaimonia Partners, LLC 660.02%0.03%0.04%Q4 2019Q1 20216
Fiera Capital Corp 420.02%0.02%0.02%Q2 2016Q3 20236
Allspring Global Investments Holdings, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
REGATTA CAPITAL GROUP, LLC 660.06%0.44%0.83%Q4 2021Q1 20236
WealthPLAN Partners, LLC 210.00%0.10%0.32%Q1 2015Q1 20236
BOENNING & SCATTERGOOD, INC. 660.05%0.06%0.07%Q3 2021Q4 20226
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
CAPTRUST FINANCIAL ADVISORS 420.00%0.01%0.02%Q3 2016Q3 20236
Portfolio Strategies, Inc. 660.07%0.10%0.11%Q2 2022Q3 20236
CREATIVE FINANCIAL DESIGNS INC /ADV 660.01%0.01%0.01%Q3 2020Q4 20216
InTrack Investment Management Inc 310.13%0.46%0.81%Q3 2021Q4 20236
FSA Wealth Management LLC 320.03%0.05%0.11%Q4 2019Q1 20215
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2017Q2 20195
BAR HARBOR WEALTH MANAGEMENT 550.02%0.02%0.02%Q1 2021Q1 20225
PARTNERS CAPITAL INVESTMENT GROUP, LLP 550.01%0.01%0.01%Q4 2017Q4 20185
SouthState Corp 550.02%0.02%0.02%Q4 2021Q4 20225
NEWGATE CAPITAL MANAGEMENT LLC 410.20%0.78%2.52%Q2 2013Q2 20165
Better Money Decisions, LLC 410.12%0.16%0.19%Q1 2021Q2 20225
AQR Capital Management 410.00%0.00%0.01%Q3 2013Q4 20145
Spire Wealth Management 550.01%0.01%0.01%Q1 2021Q1 20225
ASSOCIATED BANC-CORP 550.16%0.17%0.19%Q2 2016Q2 20175
Atria Investments, Inc 550.01%0.03%0.05%Q2 2016Q2 20175
NEW ENGLAND SECURITIES CORP /MA/ 550.01%0.01%0.01%Q2 2013Q2 20145
Compass Financial Group, INC/SD 550.10%0.12%0.14%Q4 2022Q4 20235
FIRST MERCHANTS CORP 550.01%0.01%0.02%Q3 2022Q3 20235
WINTRUST INVESTMENTS LLC 550.04%0.04%0.04%Q2 2018Q2 20195
Cutter & CO Brokerage, Inc. 550.13%0.13%0.15%Q3 2016Q3 20175
BREWIN DOLPHIN LTD 550.00%0.00%0.00%Q3 2017Q3 20185
Citadel Advisors 310.00%0.00%0.00%Q2 2016Q3 20225
RMR Wealth Builders 310.01%0.03%0.10%Q3 2020Q3 20235
BOSTON ADVISORS LLC 550.00%0.00%0.00%Q1 2017Q1 20185
People's United Financial, Inc. 550.00%0.00%0.00%Q2 2016Q2 20175
Valeo Financial Advisors, LLC 410.00%0.00%0.01%Q2 2020Q1 20235
SIGNATUREFD, LLC 310.00%0.00%0.00%Q2 2016Q2 20235
Virtu Financial LLC 110.01%0.02%0.06%Q3 2017Q2 20235
Parsec Financial Management, Inc. 550.02%0.02%0.02%Q1 2021Q1 20225
SII INVESTMENTS INC/WI 550.01%0.01%0.02%Q3 2016Q3 20175
Regal Investment Advisors LLC 320.05%0.06%0.07%Q1 2017Q4 20185
CoreCap Advisors, LLC 550.16%0.17%0.18%Q4 2021Q4 20225
Penserra Capital Management LLC 550.06%0.11%0.18%Q3 2022Q3 20235
Choate Investment Advisors 550.01%0.01%0.01%Q2 2020Q2 20215
GPS Wealth Strategies Group, LLC 320.02%0.02%0.03%Q2 2022Q3 20235
SRS Capital Advisors, Inc. 550.01%0.01%0.01%Q4 2016Q4 20175
High Net Worth Advisory Group LLC 550.01%0.01%0.01%Q4 2021Q4 20225
SG Americas Securities, LLC 110.00%0.00%0.01%Q4 2013Q2 20185
KILEY JUERGENS WEALTH MANAGEMENT, LLC 550.20%0.39%0.51%Q4 2017Q4 20185
WFG Advisors, LP 550.01%0.01%0.01%Q2 2016Q2 20175
Weiss Asset Management LP 110.03%0.19%0.60%Q2 2014Q4 20225
Bogart Wealth, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Matisse Capital 320.11%0.55%0.84%Q2 2016Q3 20235
UMB Bank, n.a. 410.00%0.00%0.00%Q4 2021Q3 20235
IFC Holdings Incorporated/FL 550.02%0.02%0.03%Q4 2016Q4 20175
SevenBridge Financial Group, LLC 210.03%0.04%0.06%Q1 2022Q3 20234
PenderFund Capital Management Ltd. 310.42%1.16%1.94%Q1 2020Q3 20234
LEO BROKERAGE, LLC 310.04%0.09%0.12%Q3 2020Q3 20214
Financial Engines Advisors L.L.C. 310.00%0.00%0.00%Q2 2022Q2 20234
Golden Green, Inc. 440.17%0.18%0.19%Q1 2021Q4 20214
Merriman Wealth Management, LLC 220.03%0.07%0.11%Q3 2013Q1 20194
JFS WEALTH ADVISORS, LLC 440.03%0.03%0.03%Q3 2017Q2 20184
Prime Capital Investment Advisors, LLC 210.01%0.01%0.02%Q2 2022Q3 20234
Newman Dignan & Sheerar, Inc. 110.01%0.08%0.16%Q2 2016Q2 20184
Ameritas Investment Company, LLC 210.00%0.01%0.02%Q4 2018Q1 20204
Legacy Advisors, LLC 220.02%0.04%0.06%Q2 2018Q2 20194
Running Point Capital Advisors, LLC 440.08%0.10%0.13%Q1 2022Q4 20224
EXENCIAL WEALTH ADVISORS, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Phoenix Wealth Advisors 440.02%0.03%0.03%Q4 2020Q3 20214
Somerset Trust Co 440.01%0.01%0.02%Q2 2016Q1 20174
American Institute for Advanced Investment Management, LLP 440.12%0.14%0.18%Q4 2021Q3 20224
Gainplan LLC 440.16%0.20%0.24%Q1 2019Q4 20194
WMG Financial Advisors, LLC 310.10%0.12%0.12%Q2 2022Q2 20234
KENNEDY INVESTMENT GROUP 442.11%2.46%2.83%Q4 2022Q3 20234
Wakefield Asset Management LLLP 440.66%0.72%0.76%Q4 2022Q3 20234
Ameliora Wealth Management Ltd. 440.00%0.00%0.00%Q4 2022Q3 20234
CKW FINANCIAL GROUP 440.01%0.01%0.01%Q2 2018Q1 20194
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WESBANCO BANK INC 310.01%0.02%0.03%Q2 2016Q3 20224
UBS ASSET MANAGEMENT AMERICAS INC 440.00%0.00%0.00%Q3 2017Q2 20184
McGlone Suttner Wealth Management, Inc. 440.12%0.20%0.30%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Laird Norton Wetherby Wealth Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
First PREMIER Bank 440.00%0.00%0.00%Q4 2016Q3 20174
Prosperity Wealth Management, Inc. 440.18%0.20%0.22%Q4 2022Q3 20234
MELFA WEALTH MANAGEMENT, INC. 442.08%2.22%2.38%Q4 2022Q3 20234
Poehling Capital Management, INC. 440.24%0.28%0.33%Q4 2019Q3 20204
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 440.14%0.17%0.18%Q1 2015Q4 20154
Logan Stone Capital, LLC 441.60%3.01%4.03%Q4 2022Q3 20234
Laurion Capital Management LP 210.00%0.01%0.04%Q4 2014Q1 20184
TRUSTCORE FINANCIAL SERVICES, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Sentinus, LLC 440.06%0.08%0.11%Q3 2022Q2 20234
Personal Wealth Partners 310.01%0.01%0.01%Q2 2019Q2 20214
Palogic Value Management, L.P. 440.45%0.49%0.52%Q4 2022Q3 20234
Sargent Bickham Lagudis LLC 210.00%0.00%0.01%Q3 2016Q4 20194
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Newbridge Financial Services Group, Inc. 440.02%0.02%0.02%Q3 2020Q2 20214
CHAPIN DAVIS, INC. 440.08%0.09%0.10%Q4 2022Q3 20234
SignalPoint Asset Management, LLC 440.11%0.14%0.20%Q2 2016Q1 20174
Argentus Capital Management, LLC 440.03%0.12%0.22%Q2 2013Q1 20144
MPAM CREDIT TRADING PARTNERS L.P. 440.80%1.08%1.25%Q4 2014Q3 20154
St. James Investment Company, LLC 440.10%0.11%0.13%Q2 2016Q1 20174
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 440.02%0.02%0.02%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
SILVERLAKE WEALTH MANAGEMENT LLC 440.10%0.11%0.12%Q4 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Wealthspire Advisors, L.P. 440.02%0.02%0.02%Q2 2016Q1 20174
Savant Capital, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Wealth Management Solutions, LLC 330.09%0.15%0.24%Q4 2021Q2 20223
TCI Wealth Advisors, Inc. 110.00%0.01%0.04%Q4 2016Q2 20213
6 Meridian 210.08%0.22%0.37%Q4 2017Q1 20203
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.22%0.23%0.24%Q1 2018Q3 20183
FIRST FINANCIAL CORP /IN/ 330.01%0.01%0.01%Q1 2017Q3 20173
Fisher Asset Management, LLC 210.00%0.00%0.00%Q4 2018Q4 20203
Argent Trust Co 210.02%0.04%0.06%Q3 2019Q4 20223
WELCH & FORBES LLC 330.04%0.04%0.05%Q1 2022Q3 20223
Sea Otter Advisors LLC 330.14%0.81%1.35%Q1 2023Q3 20233
Pallas Capital Advisors LLC 330.04%0.06%0.10%Q1 2023Q3 20233
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2018Q2 20233
Altus Wealth Group LLC 330.19%0.20%0.21%Q4 2020Q2 20213
U.S. Capital Wealth Advisors, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Yakira Capital Management, Inc. 210.14%0.28%0.46%Q3 2014Q1 20163
PT ASSET MANAGEMENT, LLC 330.17%0.79%1.16%Q1 2015Q3 20153
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Perfromance Wealth Partners, LLC 330.01%0.02%0.03%Q3 2022Q1 20233
ADIRONDACK TRUST CO 330.01%0.01%0.01%Q1 2023Q3 20233
Planning Solutions Group LLC 330.34%0.34%0.35%Q4 2018Q2 20193
Carr Financial Group Corp 330.09%0.16%0.22%Q4 2022Q2 20233
ALLIANCEBERNSTEIN L.P. 210.00%0.00%0.00%Q1 2014Q1 20203
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2017Q1 20203
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.07%0.10%0.13%Q2 2018Q4 20203
FLAGSHIP HARBOR ADVISORS, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.02%0.02%0.04%Q1 2017Q3 20223
tru Independence LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Column Capital Advisors, LLC 330.06%0.07%0.09%Q4 2019Q2 20203
INTEGRATED WEALTH COUNSEL, LLC 330.02%0.02%0.02%Q2 2016Q4 20163
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.09%0.24%Q4 2020Q4 20223
FourThought Financial, LLC 210.00%0.00%0.00%Q4 2020Q3 20223
Gryphon Financial Partners LLC 330.00%0.01%0.01%Q4 2017Q2 20183
Baystate Wealth Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Lake Point Wealth Management 210.01%0.01%0.01%Q1 2019Q4 20193
Allegiant Private Advisors, LLC 330.17%0.23%0.30%Q4 2020Q2 20213
Castleview Partners, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Coe Capital Management, LLC 110.16%0.36%0.49%Q2 2013Q2 20183
Kelman-Lazarov, Inc. 330.00%0.00%0.00%Q2 2016Q4 20163
HL FINANCIAL SERVICES LLC 330.00%0.00%0.01%Q2 2016Q4 20163
Lloyd Park, LLC 210.40%0.44%0.49%Q4 2021Q3 20223
CWA Asset Management Group, LLC 330.03%0.04%0.04%Q2 2019Q4 20193
AMG National Trust Bank 330.01%0.01%0.01%Q1 2018Q3 20183
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20233
HBK Sorce Advisory LLC 330.02%0.02%0.02%Q2 2019Q4 20193
LAZARD ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q2 2016Q4 20163
SFI Advisors, LLC 330.14%0.22%0.26%Q1 2023Q3 20233
Herold Advisors, Inc. 110.03%0.03%0.04%Q3 2021Q1 20222
Epstein & White Financial LLC 110.05%0.06%0.08%Q4 2019Q2 20212
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
TrueWealth Advisors, LLC 220.10%0.10%0.10%Q4 2021Q1 20222
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Relative Value Partners Group, LLC 220.15%0.16%0.17%Q2 2016Q3 20162
Clear Harbor Asset Management, LLC 110.01%0.02%0.02%Q4 2019Q3 20202
ARS Wealth Advisors Group, LLC 220.11%0.11%0.12%Q3 2021Q4 20212
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2022Q1 20232
Kavar Capital Partners, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Paragon Wealth Strategies, LLC 110.00%0.02%0.04%Q1 2022Q3 20222
Claren Road Asset Management, LLC 220.43%0.60%0.77%Q2 2013Q3 20132
Winthrop Advisory Group LLC 220.03%0.03%0.04%Q2 2022Q3 20222
GIRARD SECURITIES, INC. 220.15%0.16%0.17%Q1 2017Q2 20172
Integrated Wealth Management 220.01%0.01%0.01%Q2 2016Q3 20162
Geneva Partners, LLC 110.19%0.20%0.21%Q2 2016Q3 20172
MOODY NATIONAL BANK TRUST DIVISION 220.01%0.01%0.01%Q2 2023Q3 20232
Klingman & Associates, LLC 220.01%0.01%0.01%Q2 2016Q3 20162
Peak Capital Management LLC 110.01%0.21%0.41%Q2 2017Q2 20182
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.02%0.02%0.02%Q2 2023Q3 20232
SANDERS MORRIS HARRIS LLC 220.05%0.06%0.06%Q2 2016Q3 20162
NINE MASTS CAPITAL Ltd 220.35%0.57%0.79%Q2 2018Q3 20182
Ausdal Financial Partners, Inc. 220.09%0.09%0.09%Q2 2016Q3 20162
WESTPORT RESOURCES MANAGEMENT INC 220.02%0.03%0.04%Q2 2016Q3 20162
Vontobel Swiss Wealth Advisors AG 220.08%0.08%0.09%Q4 2016Q1 20172
Yorktown Management & Research Co Inc 220.34%0.40%0.46%Q1 2016Q2 20162
Neuberger Berman Group LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Paloma Partners Management Co 220.01%0.01%0.01%Q2 2013Q3 20132
Saba Capital Management, L.P. 220.16%0.29%0.43%Q2 2023Q3 20232
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Hills Bank & Trust Co 110.01%0.01%0.02%Q2 2021Q4 20212
Merit Financial Group, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
ARMSTRONG SHAW ASSOCIATES INC/CT 220.07%0.07%0.08%Q2 2016Q3 20162
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
TWO SIGMA SECURITIES, LLC 110.01%0.02%0.04%Q2 2017Q4 20202
WEST PACES ADVISORS INC. 220.04%0.04%0.04%Q2 2018Q3 20182
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2016Q1 20172
ARS Investment Partners, LLC 220.04%0.04%0.04%Q4 2016Q1 20172
Bulldog Investors, LLP 220.77%0.96%1.14%Q2 2014Q3 20142
ACCURATE INVESTMENT SOLUTIONS, INC. 220.07%0.07%0.07%Q2 2018Q3 20182
Pine River Capital Management L.P. 110.01%0.01%0.01%Q4 2013Q4 20142
Westchester Capital Management, LLC 110.00%0.03%0.05%Q3 2021Q3 20232
PATHSTONE FAMILY OFFICE, LLC 110.06%0.22%0.37%Q3 2013Q1 20172
Fort Point Capital Partners LLC 220.02%0.04%0.06%Q2 2023Q3 20232
Lebenthal Asset Management, LLC 220.00%0.02%0.03%Q2 2016Q3 20162
Virtu KCG Holdings LLC 110.00%0.00%0.01%Q2 2015Q4 20162
Avestar Capital, LLC 220.01%0.02%0.02%Q4 2017Q1 20182
Glassman Wealth Services 220.04%0.04%0.05%Q3 2020Q4 20202
DCM Advisors, LLC 220.09%0.11%0.13%Q2 2021Q3 20212
Busey Bank 220.02%0.02%0.02%Q2 2019Q3 20192
Semmax Financial Advisors Inc. 220.01%0.01%0.01%Q1 2020Q2 20202
TELEMUS CAPITAL, LLC 220.18%0.19%0.20%Q2 2016Q3 20162
ICON ADVISERS INC/CO 220.06%0.07%0.08%Q3 2014Q4 20142
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Strategic Blueprint, LLC 110.00%0.02%0.03%Q3 2019Q2 20212
Archford Capital Strategies, LLC 220.00%0.00%0.01%Q4 2015Q1 20162
Vivaldi Capital Management LP 110.76%0.85%0.94%Q1 2020Q3 20232
Advisor Resource Council 110.03%0.04%0.04%Q2 2021Q4 20212
JANUS HENDERSON INVESTORS US LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Chicago Partners Investment Group LLC 220.01%0.02%0.02%Q2 2018Q3 20182
Texan Capital Management 220.45%0.68%0.91%Q2 2013Q3 20132
Donald L. Hagan, LLC 110.02%0.02%0.02%Q3 2015Q1 20162
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HOWARD WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Wealth Alliance Advisory Group, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2022Q3 20221
Squarepoint Ops LLC 110.01%0.01%0.01%Q4 2017Q4 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Executive Wealth Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
XTX Topco Ltd 110.03%0.03%0.03%Q4 2022Q4 20221
New World Advisors LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Questar Asset Management, Inc. 110.17%0.17%0.17%Q4 2018Q4 20181
CAMDEN NATIONAL BANK 110.04%0.04%0.04%Q4 2021Q4 20211
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Andrew Hill Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Missouri Trust & Investment Co 110.00%0.00%0.00%Q2 2023Q2 20231
Maryland Capital Management 110.08%0.08%0.08%Q1 2020Q1 20201
Crestone Asset Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Townsend & Associates, Inc 110.04%0.04%0.04%Q4 2017Q4 20171
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
CLOUGH CAPITAL PARTNERS L P 110.04%0.04%0.04%Q1 2016Q1 20161
FIRST FINANCIAL EQUITY CORPORATION 110.13%0.13%0.13%Q1 2017Q1 20171
Northwest Bank & Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
Davidson Capital Management Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Filbrandt Wealth Management, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Starfire Investment Advisers, Inc. 110.45%0.45%0.45%Q4 2017Q4 20171
Partnervest Advisory Services LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Watson Rebecca 110.06%0.06%0.06%Q2 2020Q2 20201
Ironsides Partners LLC 113.77%3.77%3.77%Q4 2016Q4 20161
RITHOLTZ WEALTH MANAGEMENT 110.03%0.03%0.03%Q4 2019Q4 20191
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Investors Capital Advisory Services 110.08%0.08%0.08%Q2 2016Q2 20161
Syverson Strege & Co 110.02%0.02%0.02%Q4 2021Q4 20211
SEARLE & CO. 110.13%0.13%0.13%Q2 2017Q2 20171
ARS Wealth Advisors, LLC 110.12%0.12%0.12%Q2 2021Q2 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Houlihan Financial Resource Group, Ltd. 110.06%0.06%0.06%Q2 2023Q2 20231
HM PAYSON & CO 110.00%0.00%0.00%Q1 2022Q1 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2015Q2 20151
CHIRON CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Balentine LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Parkside Financial Bank & Trust 110.01%0.01%0.01%Q2 2017Q2 20171
ADVISOR PARTNERS II, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Lindbrook Capital, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2018Q1 20181
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Taylor Wealth Management Partners 110.00%0.00%0.00%Q1 2015Q1 20151
Bryn Mawr Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2022Q3 20221
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Golden State Wealth Management, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2022Q3 20221
PIN OAK INVESTMENT ADVISORS INC 110.01%0.01%0.01%Q3 2019Q3 20191
NorthRock Partners, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Marquette Asset Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
OUTFITTER FINANCIAL LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
BlackRock Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q2 2016Q2 20161
Blume Capital Management, Inc. 110.02%0.02%0.02%Q3 2017Q3 20171
VSR Financial Services, Inc. 110.07%0.07%0.07%Q2 2016Q2 20161
Orion Capital Management LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2021Q2 20211
AlphaCentric Advisors LLC 110.19%0.19%0.19%Q3 2022Q3 20221
Lebenthal Holdings,LLC 110.03%0.03%0.03%Q2 2016Q2 20161
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Homrich & Berg 110.02%0.02%0.02%Q3 2016Q3 20161
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Simplicity Solutions, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Argent Advisors, Inc. 110.08%0.08%0.08%Q4 2019Q4 20191
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q2 2022Q2 20221
Allen Investment Management, LLC 110.03%0.03%0.03%Q2 2016Q2 20161
Claraphi Advisory Network, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
MONROE BANK & TRUST/MI 110.01%0.01%0.01%Q4 2013Q4 20131
SIMON QUICK ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
HARBOUR INVESTMENT MANAGEMENT LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
OAK HILL ADVISORS LP 114.02%4.02%4.02%Q2 2016Q2 20161
Walleye Capital LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
Live Your Vision, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
WEALTHSOURCE PARTNERS, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
USCA RIA LLC 110.01%0.01%0.01%Q2 2021Q2 20211
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2022Q4 20221
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q1 2022Q1 20221
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Buck Wealth Strategies, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ASSETMARK, INC 110.00%0.00%0.00%Q2 2020Q2 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Annex Advisory Services, LLC 110.04%0.04%0.04%Q4 2016Q4 20161
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q2 2013Q2 20131
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Del Mar Asset Management, LP 110.52%0.52%0.52%Q3 2014Q3 20141
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Taylor Hoffman Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
SENTINEL TRUST CO LBA 110.13%0.13%0.13%Q3 2013Q3 20131
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2014Q3 20141
Brand Asset Management Group, Inc. 110.14%0.14%0.14%Q2 2018Q2 20181
HBK INVESTMENTS L P 110.05%0.05%0.05%Q4 2018Q4 20181
Paradigm Financial Partners, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
ROCKLAND TRUST CO 110.00%0.00%0.00%Q4 2018Q4 20181
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
BREMER TRUST NATIONAL ASSOCIATION 110.02%0.02%0.02%Q4 2018Q4 20181
Mendota Financial Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
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This page lists all the filers that currently own NUVEEN AMT FREE MUN CR INC F or have owned NUVEEN AMT FREE MUN CR INC F in the past.