NUVEEN MUN VALUE FD INC shareholder history

Current and past NUVEEN MUN VALUE FD INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CPWM, LLC 4210.01%0.05%0.16%Q4 2011Q3 202243
CONNING INC. 42420.00%0.01%0.03%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.01%0.03%Q2 2013Q3 202342
Creative Planning 42420.00%0.00%0.00%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.02%0.08%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.02%0.10%0.20%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.01%0.01%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.00%0.02%0.04%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.05%0.09%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 41410.02%0.07%0.16%Q3 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.10%0.23%0.52%Q3 2013Q4 202341
Ledyard National Bank 41410.04%0.05%0.06%Q2 2013Q2 202341
Capital Investment Advisors, LLC 41410.01%0.03%0.05%Q4 2013Q4 202341
Janney Montgomery Scott LLC 41410.00%0.01%0.05%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 30110.01%0.02%0.07%Q2 2013Q3 202341
WESBANCO BANK INC 30110.01%0.01%0.03%Q2 2013Q3 202341
OARSMAN CAPITAL, INC. 27140.05%0.14%0.28%Q2 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3920.01%0.03%0.07%Q2 2013Q3 202341
SHUFRO ROSE & CO LLC 40400.01%0.02%0.02%Q4 2013Q3 202340
STALEY CAPITAL ADVISERS INC 40400.01%0.08%0.15%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.01%0.02%Q4 2013Q3 202340
Narwhal Capital Management 40400.01%0.44%0.96%Q2 2013Q1 202340
Tradewinds Capital Management, LLC 40400.02%0.05%0.10%Q4 2013Q3 202340
Sandy Spring Bank 3190.00%0.01%0.01%Q2 2013Q3 202340
BLB&B Advisors, LLC 40400.01%0.04%0.08%Q2 2013Q1 202340
STIFEL FINANCIAL CORP 39390.00%0.02%0.05%Q1 2014Q3 202339
D.A. DAVIDSON & CO. 3620.00%0.00%0.01%Q2 2013Q3 202338
BAR HARBOR TRUST SERVICES 37370.00%2.49%4.08%Q2 2013Q2 202237
CITIGROUP INC 2540.00%0.00%0.00%Q2 2013Q3 202337
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 36360.06%0.19%0.37%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.00%0.13%0.46%Q4 2014Q3 202336
UBS Group AG 36360.01%0.01%0.02%Q4 2014Q3 202336
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2440.03%0.82%28.02%Q1 2014Q2 202336
First Horizon Advisors, Inc. 36360.00%0.01%0.03%Q3 2013Q2 202236
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1840.03%0.07%0.12%Q4 2013Q3 202335
Koshinski Asset Management, Inc. 3320.12%0.49%1.56%Q4 2014Q3 202335
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2870.00%0.00%0.02%Q4 2014Q3 202335
Greenwich Wealth Management LLC 35350.03%0.11%0.54%Q3 2013Q1 202235
DIXON HUBARD FEINOUR & BROWN INC/VA 35350.12%0.44%0.69%Q4 2013Q2 202235
Summit Financial Wealth Advisors, LLC 34340.14%0.56%1.20%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.01%0.13%0.25%Q2 2015Q3 202334
Roundview Capital LLC 33330.02%0.11%0.31%Q3 2015Q3 202333
DEUTSCHE BANK AG\ 33330.00%0.00%0.00%Q3 2013Q3 202133
Winfield Associates, Inc. 17160.00%0.14%0.36%Q4 2013Q1 202233
CULLEN/FROST BANKERS, INC. 32320.01%0.01%0.02%Q4 2015Q3 202332
GUGGENHEIM CAPITAL LLC 2740.00%0.02%0.08%Q2 2013Q3 202331
Hanson & Doremus Investment Management 1620.01%0.02%0.02%Q3 2013Q2 202231
M&R CAPITAL MANAGEMENT INC 31310.00%0.00%0.01%Q2 2016Q4 202331
Cetera Investment Advisers 2290.00%0.03%0.07%Q4 2015Q3 202331
Stockman Wealth Management, Inc. 30300.05%1.74%3.56%Q4 2014Q1 202230
Mathes Company, Inc. 2820.05%0.31%0.74%Q1 2016Q3 202330
Mariner, LLC 1420.00%0.01%0.04%Q2 2013Q3 202329
AMERIPRISE FINANCIAL INC 2720.00%0.00%0.01%Q2 2013Q3 202329
First Allied Advisory Services, Inc. 28280.01%0.02%0.07%Q2 2013Q1 202028
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
Steward Partners Investment Advisory, LLC 27270.00%0.01%0.05%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 1790.00%0.01%0.02%Q1 2017Q3 202326
Prospera Financial Services Inc 2020.00%0.02%0.06%Q2 2013Q3 202326
OneDigital Investment Advisors LLC 26260.00%0.02%0.05%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.00%0.00%0.00%Q2 2013Q3 201926
Cetera Advisor Networks LLC 1010.00%0.01%0.04%Q3 2013Q3 202326
WEDBUSH SECURITIES INC 26260.01%0.03%0.06%Q2 2017Q3 202326
Anchor Investment Management, LLC 15110.00%0.04%0.13%Q1 2016Q4 202326
COHEN & STEERS, INC. 1880.00%0.01%0.02%Q4 2016Q3 202326
KING LUTHER CAPITAL MANAGEMENT CORP 26260.00%0.00%0.01%Q1 2017Q2 202326
Stevens First Principles Investment Advisors 25250.85%1.82%3.34%Q2 2013Q2 201925
KEYBANK NATIONAL ASSOCIATION/OH 2140.00%0.00%0.00%Q4 2012Q4 202125
NEXT Financial Group, Inc 1310.00%0.03%0.08%Q3 2014Q4 202125
High Falls Advisors, Inc 25250.00%0.06%0.18%Q4 2015Q4 202125
Ballew Advisors, Inc 24240.27%0.89%1.23%Q4 2017Q3 202324
Cottage Street Advisors LLC 2220.00%0.57%2.04%Q1 2016Q1 202224
LexAurum Advisors, LLC 24240.03%0.06%0.13%Q4 2017Q3 202324
Mercer Capital Advisers, Inc. 24240.03%0.07%0.14%Q4 2014Q3 202024
Hilltop Holdings Inc. 2310.05%0.09%0.15%Q3 2013Q3 202324
Johnson Financial Group, Inc. 14100.06%0.72%1.37%Q2 2016Q3 202324
Geneos Wealth Management Inc. 24240.00%0.01%0.03%Q1 2016Q4 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Oakworth Capital, Inc. 24240.03%0.06%0.11%Q4 2013Q3 201924
Chicago Partners Investment Group LLC 23230.00%0.35%0.83%Q1 2018Q3 202323
Advisors Asset Management, Inc. 1760.01%0.04%0.10%Q1 2017Q3 202323
Aries Wealth Management 1760.10%0.22%0.36%Q4 2017Q3 202323
Rehmann Capital Advisory Group 22220.03%0.08%0.21%Q4 2008Q1 201422
Tortoise Investment Management, LLC 1480.00%0.75%1.56%Q1 2018Q3 202322
First PREMIER Bank 22220.01%0.05%0.15%Q3 2016Q4 202122
Brown Advisory Securities, LLC 2110.02%0.06%0.10%Q3 2013Q2 202222
Mascoma Wealth Management LLC 12100.06%0.18%0.46%Q2 2017Q3 202322
TRUIST FINANCIAL CORP 1660.00%0.00%0.01%Q1 2018Q3 202322
SMITH, MOORE & CO. 22220.04%0.09%0.14%Q2 2018Q3 202322
NVWM, LLC 2020.01%0.12%0.29%Q4 2017Q3 202322
PETTYJOHN, WOOD & WHITE, INC 1930.14%0.40%1.46%Q2 2013Q2 202222
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Relative Value Partners Group, LLC 1220.05%0.69%2.37%Q2 2015Q4 202221
IFP Advisors, Inc 1470.00%0.01%0.03%Q4 2015Q3 202321
Financial Advocates Investment Management 21210.01%0.02%0.03%Q4 2017Q4 202221
Pinnacle Bancorp, Inc. 2010.01%0.02%0.06%Q1 2017Q3 202321
OLD NATIONAL BANCORP /IN/ 21210.00%0.00%0.01%Q3 2018Q3 202321
Invesco Ltd. 1280.00%0.00%0.00%Q2 2013Q4 201820
Advisory Services Network, LLC 1310.00%0.00%0.01%Q2 2016Q1 202320
Financial Enhancement Group LLC 1430.00%0.39%0.71%Q2 2015Q2 202120
Vigilant Capital Management, LLC 20200.00%0.01%0.03%Q2 2013Q1 201820
Private Wealth Partners, LLC 19190.00%0.36%0.77%Q1 2019Q3 202320
WealthBridge Capital Management, LLC 20200.20%0.40%0.66%Q4 2018Q3 202320
Ancora Advisors LLC 1410.00%0.01%0.07%Q3 2013Q3 202320
Carroll Financial Associates, Inc. 1820.00%0.00%0.00%Q3 2013Q1 202020
Lantz Financial LLC 19190.08%0.19%0.28%Q1 2019Q3 202319
ROMAN BUTLER FULLERTON & CO 1810.16%0.23%0.37%Q4 2018Q3 202319
Dynamic Advisor Solutions LLC 1270.01%0.05%0.09%Q1 2018Q3 202319
Beacon Capital Management, Inc. 1270.00%0.42%7.70%Q4 2013Q4 202219
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
LEAVELL INVESTMENT MANAGEMENT, INC. 19190.03%2.70%22.10%Q3 2006Q1 201119
Global Retirement Partners, LLC 1720.00%0.01%0.02%Q4 2016Q3 202319
TRUST DEPARTMENT MB FINANCIAL BANK N A 1810.00%0.01%0.02%Q2 2013Q1 201919
Hudock, Inc. 18180.01%0.01%0.02%Q2 2013Q3 201718
IBEX WEALTH ADVISORS 1610.01%0.34%0.54%Q4 2016Q4 202218
V Wealth Advisors LLC 1170.05%0.07%0.09%Q4 2018Q2 202318
Good Life Advisors, LLC 18180.04%0.07%0.12%Q2 2019Q3 202318
THOMPSON SIEGEL & WALMSLEY LLC 1080.00%0.00%0.00%Q2 2014Q4 201818
INVESTMENT CENTERS OF AMERICA INC 18180.02%0.06%0.12%Q2 2013Q3 201718
Realta Investment Advisors 1170.03%0.13%0.48%Q1 2019Q3 202318
AdvisorNet Financial, Inc 18180.00%0.00%0.01%Q2 2019Q3 202318
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 18180.16%0.25%0.32%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
Sowell Financial Services LLC 810.00%0.04%0.10%Q4 2016Q1 202318
MERCER GLOBAL ADVISORS INC /ADV 1340.00%0.00%0.01%Q2 2019Q3 202317
SYNOVUS FINANCIAL CORP 1070.00%0.00%0.00%Q3 2015Q2 202017
BFSG, LLC 17170.14%0.75%1.27%Q3 2019Q3 202317
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.01%0.07%0.21%Q4 2013Q4 202217
TIAA, FSB 610.00%0.00%0.00%Q3 2018Q2 202317
BANK OF MONTREAL /CAN/ 1610.00%0.00%0.00%Q2 2013Q3 201817
&PARTNERS 17170.04%0.24%0.56%Q3 2019Q3 202317
Penbrook Management LLC 17170.12%0.20%0.33%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.01%0.02%Q3 2019Q3 202317
Wolff Financial Management LLC 1010.10%0.59%0.90%Q4 2018Q3 202317
D L CARLSON INVESTMENT GROUP INC 1520.07%0.41%0.72%Q2 2013Q3 202317
Disciplined Investments, LLC 16160.17%0.31%0.43%Q4 2019Q3 202316
Integrated Wealth Concepts LLC 1150.00%0.04%0.16%Q4 2017Q3 202316
M&T BANK CORP 1510.00%0.00%0.00%Q2 2013Q1 202016
Almanack Investment Partners, LLC. 16160.02%0.03%0.06%Q3 2018Q2 202216
COMMERCE BANK 16160.00%0.01%0.01%Q1 2013Q4 201616
VICUS CAPITAL 1240.02%0.04%0.06%Q4 2013Q3 202316
Bank of New York Mellon Corp 1420.00%0.00%0.00%Q2 2013Q3 202316
GREAT LAKES ADVISORS, LLC 1110.01%0.02%0.04%Q1 2014Q2 201816
Investment Research & Advisory Group, Inc. 16160.02%0.03%0.04%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.02%0.08%Q4 2019Q3 202316
SeaCrest Wealth Management, LLC 960.01%0.03%0.06%Q4 2017Q3 202315
MSI Financial Services Inc 15150.01%0.02%0.05%Q2 2013Q4 201615
ENVESTNET ASSET MANAGEMENT INC 1310.00%0.00%0.00%Q2 2013Q3 202315
SECURITY NATIONAL TRUST CO 15150.05%0.11%0.20%Q2 2013Q4 201615
Moors & Cabot, Inc. 15150.01%0.03%0.11%Q1 2020Q3 202315
RIVERNORTH CAPITAL MANAGEMENT, LLC 810.02%0.76%2.17%Q2 2013Q3 202315
PINNACLE ASSOCIATES LTD 15150.00%0.00%0.00%Q1 2020Q3 202315
1834 INVESTMENT ADVISORS CO 15150.00%0.00%0.01%Q4 2017Q2 202115
Marble Harbor Investment Counsel, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Equitable Holdings, Inc. 15150.01%0.02%0.03%Q1 2020Q3 202315
Concert Wealth Management Inc. 1410.02%0.02%0.04%Q2 2013Q1 201715
Cetera Advisors LLC 1110.00%0.01%0.01%Q4 2015Q3 202315
EVERGREEN CAPITAL MANAGEMENT LLC 15150.03%0.13%1.01%Q3 2017Q1 202115
CAPRIN ASSET MANAGEMENT LLC /ADV 15150.01%0.04%0.46%Q4 2015Q2 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Arete Wealth Advisors, LLC 1140.01%0.02%0.04%Q2 2018Q1 202215
Stokes & Hubbell Capital Management, LLC 15150.02%0.04%0.07%Q3 2015Q1 201915
Advisor Group, Inc. 15150.01%0.01%0.01%Q2 2016Q4 201915
1607 Capital Partners, LLC 820.00%0.96%1.97%Q3 2018Q3 202315
Jacobi Capital Management LLC 1230.00%0.00%0.01%Q2 2016Q3 202115
TCTC Holdings, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 14140.03%0.03%0.04%Q1 2018Q2 202114
B. Riley Wealth Advisors, Inc. 770.00%0.03%0.11%Q2 2013Q3 202214
BESSEMER GROUP INC 510.00%0.00%0.00%Q2 2013Q4 202114
Alexandria Capital, LLC 860.00%0.00%0.01%Q2 2013Q3 201714
FMR LLC 720.00%0.00%0.00%Q3 2018Q4 202214
Paragon Capital Management Ltd 1220.05%0.46%0.94%Q2 2013Q4 201714
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 830.01%0.01%0.02%Q1 2019Q4 202214
Transamerica Financial Advisors, Inc. 1220.00%0.00%0.00%Q2 2013Q3 202214
Western Wealth Management, LLC 710.02%0.02%0.03%Q3 2019Q3 202314
Belpointe Asset Management LLC 1010.00%0.04%0.06%Q3 2018Q1 202314
Congress Park Capital LLC 14140.06%0.45%0.76%Q2 2020Q3 202314
Yellowstone Partners, LLC 1220.13%0.17%0.23%Q4 2013Q4 201714
SIGNATUREFD, LLC 1210.00%0.01%0.01%Q2 2013Q3 202314
Centric Wealth Management 14140.06%0.13%0.19%Q4 2018Q1 202214
SHEPHERD KAPLAN KROCHUK, LLC 1030.26%0.37%0.52%Q2 2020Q3 202313
Covington Capital Management 13130.00%0.00%0.00%Q3 2019Q3 202213
Leelyn Smith, LLC 13130.01%0.01%0.01%Q4 2019Q4 202213
KANALY TRUST CO 13130.00%0.00%0.01%Q4 2013Q4 201613
Horizon Kinetics 1210.00%0.01%0.02%Q2 2013Q4 201813
Sigma Planning Corp 13130.01%0.03%0.04%Q4 2014Q4 201713
Partnervest Advisory Services LLC 850.01%0.04%0.07%Q2 2013Q3 202013
SCHMIDT P J INVESTMENT MANAGEMENT INC 13130.02%0.03%0.04%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
RDA Financial Network 13130.12%0.18%0.26%Q1 2019Q1 202213
ROPES WEALTH ADVISORS LLC 13130.01%0.02%0.03%Q1 2015Q1 201813
AVANTAX ADVISORY SERVICES, INC. 810.00%0.00%0.01%Q1 2020Q3 202313
Investors Capital Advisory Services 13130.03%0.09%0.14%Q2 2013Q2 201613
HOWARD WEALTH MANAGEMENT, LLC 1210.02%0.73%1.66%Q4 2019Q1 202313
TCI Wealth Advisors, Inc. 940.00%0.01%0.03%Q4 2012Q3 202113
Plante Moran Financial Advisors, LLC 1210.00%0.01%0.06%Q1 2020Q3 202313
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2013Q2 202312
Lehman Financial Resources, Inc. 12120.01%0.01%0.02%Q4 2012Q3 201512
Occidental Asset Management, LLC 12120.03%0.05%0.06%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Constitution Capital LLC 12120.08%0.14%0.18%Q4 2020Q3 202312
Graves Light Lenhart Wealth, Inc. 750.01%0.02%0.04%Q1 2019Q2 202212
QUEST CAPITAL MANAGEMENT INC /ADV 12120.03%0.09%0.16%Q1 2019Q4 202112
Krilogy Financial LLC 1110.01%0.01%0.05%Q3 2015Q3 201812
Swaine & Leidel Wealth Services, LLC 1010.21%0.30%0.45%Q4 2018Q1 202212
MONTAG A & ASSOCIATES INC 12120.00%0.01%0.01%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12120.11%0.15%0.19%Q4 2020Q3 202312
Citizens National Bank Trust Department 12120.42%0.54%0.68%Q4 2020Q3 202312
Accel Wealth Management 12120.06%0.14%0.27%Q4 2020Q3 202312
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 12120.06%0.10%0.15%Q1 2020Q4 202212
FIDUCIARY TRUST CO 12120.00%0.00%0.01%Q3 2019Q2 202212
Johnson Midwest Financial, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
LEVEL FOUR ADVISORY SERVICES, LLC 520.01%0.01%0.02%Q3 2017Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.03%0.04%Q4 2018Q3 202112
Formidable Asset Management, LLC 11110.01%0.01%0.01%Q3 2013Q1 201611
NATIONAL PLANNING CORP 710.01%0.01%0.02%Q2 2013Q1 201711
WINTRUST INVESTMENTS LLC 11110.02%0.02%0.04%Q4 2018Q2 202111
West Oak Capital, LLC 620.01%0.01%0.02%Q2 2016Q2 202011
Sterling Investment Advisors, Ltd. 11110.00%0.00%0.00%Q4 2019Q2 202211
GOLDMAN SACHS GROUP INC 810.00%0.00%0.00%Q3 2013Q1 202311
MGO ONE SEVEN LLC 810.00%0.01%0.02%Q4 2017Q3 202311
MARINER INVESTMENT GROUP LLC 510.10%1.71%4.24%Q4 2013Q4 202211
OPPENHEIMER & CO INC 810.00%0.00%0.01%Q4 2013Q4 202211
Kingsview Wealth Management, LLC 920.01%0.02%0.03%Q4 2019Q3 202211
NewEdge Advisors, LLC 830.00%0.01%0.02%Q3 2019Q3 202311
FARMERS & MERCHANTS INVESTMENTS INC 640.00%0.00%0.01%Q4 2015Q4 201910
Richard C. Young & CO., LTD. 10100.36%0.69%0.83%Q3 2013Q4 201510
Carmichael Hill & Associates, Inc. 10100.01%0.02%0.02%Q4 2019Q1 202210
Citadel Advisors 210.00%0.00%0.00%Q2 2013Q4 202210
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.03%Q1 2021Q3 202310
FSB PREMIER WEALTH MANAGEMENT, INC. 10100.06%0.07%0.08%Q4 2020Q1 202310
Glenview Trust Co 10100.00%0.00%0.01%Q2 2021Q3 202310
Selective Wealth Management, Inc. 910.03%0.14%0.91%Q3 2018Q3 202110
Brick & Kyle, Associates 10100.03%0.06%0.10%Q4 2014Q1 201710
TRUEWEALTH LLC 10100.01%0.01%0.01%Q1 2018Q2 202010
Sullivan, Bruyette, Speros & Blaney, LLC 10100.03%0.04%0.05%Q4 2018Q1 202110
MILLIE CAPITAL MANAGEMENT, LLC 10100.24%0.53%0.63%Q4 2014Q1 201710
Endurance Wealth Management, Inc. 910.00%0.05%0.06%Q3 2019Q3 202210
REGIONS FINANCIAL CORP 430.00%0.00%0.00%Q3 2015Q2 202310
Carlton Hofferkamp & Jenks Wealth Management, LLC 550.04%0.06%0.09%Q3 2020Q2 202310
Veritable, L.P. 10100.01%0.04%0.06%Q2 2018Q3 202010
Taylor Hoffman Wealth Management 910.01%0.01%0.01%Q4 2017Q2 202010
Stokes Family Office, LLC 990.02%0.02%0.03%Q4 2019Q4 20219
Sargent Bickham Lagudis LLC 990.00%0.00%0.00%Q4 2020Q4 20229
PIN OAK INVESTMENT ADVISORS INC 990.00%0.01%0.04%Q4 2017Q4 20199
Snowden Capital Advisors LLC 720.00%0.00%0.01%Q3 2019Q2 20239
Inscription Capital, LLC 990.14%0.20%0.26%Q4 2018Q4 20209
Busey Bank 990.01%0.01%0.01%Q3 2021Q3 20239
HOWLAND CAPITAL MANAGEMENT LLC 990.01%0.02%0.03%Q2 2015Q2 20179
JFS WEALTH ADVISORS, LLC 990.00%0.01%0.04%Q3 2017Q3 20199
Sequoia Financial Advisors, LLC 990.15%0.42%0.51%Q4 2013Q4 20159
PFG Advisors 990.02%0.04%0.08%Q2 2021Q2 20239
WASHINGTON TRUST BANK 720.01%0.03%0.09%Q1 2014Q1 20199
HERITAGE INVESTORS MANAGEMENT CORP 990.00%0.00%0.01%Q3 2021Q3 20239
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 520.01%0.02%0.02%Q4 2020Q3 20239
Prime Capital Investment Advisors, LLC 610.00%0.01%0.02%Q4 2019Q3 20239
WealthPLAN Partners, LLC 410.02%0.37%0.85%Q1 2015Q4 20179
Annapolis Financial Services, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
THRIVENT FINANCIAL FOR LUTHERANS 990.00%0.00%0.00%Q3 2014Q3 20169
Community Financial Services Group, LLC 720.01%0.01%0.01%Q2 2013Q3 20159
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q4 2016Q4 20229
FIRST FOUNDATION ADVISORS 630.01%0.02%0.03%Q2 2013Q3 20159
Widmann Financial Services, Inc. 880.12%0.13%0.14%Q4 2021Q3 20238
First Command Bank 610.01%0.03%0.05%Q4 2016Q2 20238
Relative Value Partners, LLC 880.04%0.19%0.54%Q2 2013Q1 20158
Argent Trust Co 880.01%0.05%0.07%Q4 2018Q3 20208
BAIRD ROBERT W & CO INC /WI/ 880.23%0.31%0.46%Q2 2013Q1 20158
Annex Advisory Services, LLC 880.02%0.02%0.02%Q2 2017Q1 20198
Family Management Corp 710.08%0.14%0.17%Q1 2017Q2 20208
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 620.00%0.02%0.03%Q2 2013Q4 20188
WFG Advisors, LP 530.01%0.01%0.01%Q2 2013Q2 20178
First Command Financial Services, Inc. 610.00%0.03%0.05%Q4 2016Q2 20238
Wellington Shields Capital Management, LLC 710.05%0.06%0.10%Q2 2013Q3 20238
Operose Advisors LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.06%0.07%0.08%Q4 2019Q3 20218
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 880.02%0.03%0.04%Q4 2015Q3 20178
Patten Group, Inc. 880.06%0.15%0.23%Q4 2019Q3 20218
Sunbelt Securities, Inc. 320.00%0.03%0.05%Q3 2019Q3 20238
Derbend Asset Management 880.13%1.56%4.06%Q2 2021Q1 20238
ELEMENT POINTE ADVISORS, LLC 880.15%0.19%0.20%Q4 2018Q3 20208
Financial Management Professionals, Inc. 880.00%0.00%0.00%Q2 2013Q1 20158
American Portfolios Advisors 880.00%0.00%0.00%Q4 2017Q3 20198
Fortitude Advisory Group L.L.C. 880.21%0.27%0.34%Q4 2021Q3 20238
MADDEN SECURITIES Corp 880.04%0.11%0.18%Q1 2021Q4 20228
Greenwich Investment Management, Inc. 880.47%0.69%1.25%Q3 2017Q2 20198
Gould Capital, LLC 880.06%0.07%0.07%Q4 2021Q3 20238
Parallel Advisors, LLC 610.00%0.00%0.00%Q4 2016Q3 20238
CAPTRUST FINANCIAL ADVISORS 530.00%0.01%0.03%Q2 2013Q3 20238
Kelman-Lazarov, Inc. 880.05%0.16%0.23%Q4 2016Q3 20188
Thomas J. Herzfeld Advisors, Inc. 410.00%0.04%0.12%Q4 2016Q3 20238
Investors Research Corp 880.01%0.01%0.01%Q1 2019Q4 20208
Brand Asset Management Group, Inc. 880.00%0.00%0.00%Q2 2019Q1 20218
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
Carson Advisory Inc. 880.08%0.12%0.16%Q4 2021Q3 20238
Granby Capital Management, LLC 611.96%5.32%7.13%Q4 2020Q3 20237
Hennion & Walsh Asset Management, Inc. 770.04%0.18%0.25%Q1 2022Q3 20237
Melone Private Wealth, LLC 770.13%0.15%0.17%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.02%0.04%Q2 2013Q4 20147
Second Half Financial Partners, LLC 770.06%0.19%0.31%Q1 2022Q3 20237
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q1 2009Q1 20237
Klingman & Associates, LLC 770.00%0.00%0.01%Q1 2015Q3 20167
AE Wealth Management LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Venture Visionary Partners LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Transform Wealth, LLC 520.02%0.04%0.06%Q4 2016Q3 20187
Camelot Portfolios, LLC 770.05%0.06%0.08%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q2 2017Q2 20237
BB&T SECURITIES, LLC 410.00%0.00%0.00%Q2 2013Q3 20197
HM PAYSON & CO 770.00%0.00%0.00%Q2 2019Q4 20207
AlphaMark Advisors, LLC 770.00%0.02%0.03%Q4 2016Q2 20187
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.02%0.04%0.09%Q4 2020Q3 20237
Cornerstone Financial Partners, LLC 520.08%0.12%0.17%Q1 2016Q4 20177
SHAPIRO ROBERT N 770.01%0.01%0.01%Q2 2013Q4 20147
STEPHENS INC /AR/ 770.00%0.01%0.01%Q1 2022Q3 20237
FNY Investment Advisers, LLC 310.00%0.02%0.08%Q1 2020Q3 20237
Virtu KCG Holdings LLC 210.00%0.01%0.01%Q3 2013Q4 20167
Frisch Financial Group, Inc. 772.02%2.38%2.63%Q1 2021Q3 20227
BlackRock Inc. 610.00%0.00%0.00%Q4 2021Q3 20237
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
Clear Perspective Advisors, LLC 770.00%0.00%0.01%Q4 2016Q2 20187
RFG Advisory, LLC 520.01%0.01%0.04%Q1 2018Q3 20237
INTEGRATED WEALTH COUNSEL, LLC 770.01%0.02%0.02%Q2 2015Q4 20167
20/20 Capital Management, Inc. 660.07%0.12%0.18%Q1 2020Q2 20216
TIEDEMANN ADVISORS, LLC 660.20%0.27%0.32%Q2 2022Q3 20236
COMERICA BANK 310.00%0.00%0.00%Q2 2013Q3 20236
GREAT VALLEY ADVISOR GROUP, INC. 660.00%0.00%0.01%Q2 2022Q3 20236
CWH Capital Management, Inc. 330.08%0.10%0.12%Q3 2015Q1 20176
Freedom Day Solutions, LLC 660.06%0.07%0.08%Q2 2020Q3 20216
BARCLAYS PLC 660.00%0.00%0.00%Q2 2013Q3 20146
Allworth Financial LP 330.00%0.00%0.00%Q3 2021Q2 20236
Moloney Securities Asset Management, LLC 510.02%0.03%0.04%Q3 2020Q3 20236
MUFG Americas Holdings Corp 420.00%0.00%0.01%Q4 2010Q3 20136
Argentus Capital Management, LLC 660.04%0.20%0.28%Q2 2013Q3 20146
Brightworth 660.03%0.05%0.07%Q4 2016Q1 20186
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Platform Technology Partners 510.08%0.18%0.28%Q4 2019Q2 20216
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 330.03%0.08%0.13%Q4 2016Q2 20226
PRIVATE TRUST CO NA 660.00%0.00%0.01%Q2 2022Q3 20236
McAdams Wright Ragen, Inc. 660.05%0.12%0.14%Q2 2013Q3 20146
MJP ASSOCIATES INC /ADV 660.03%0.08%0.12%Q4 2020Q1 20226
Quad-Cities Investment Group, LLC 660.06%0.08%0.12%Q2 2018Q3 20196
DOLIVER ADVISORS, LP 410.15%0.57%1.47%Q3 2014Q2 20176
KEATING INVESTMENT COUNSELORS INC 660.14%0.15%0.16%Q3 2018Q4 20196
IHT Wealth Management, LLC 660.00%0.01%0.01%Q4 2016Q1 20186
BUCKINGHAM STRATEGIC WEALTH, LLC 420.00%0.02%0.05%Q4 2019Q3 20226
ACCESS FINANCIAL SERVICES, INC. 660.46%0.64%0.95%Q2 2022Q3 20236
Filbrandt Wealth Management, LLC 660.01%0.01%0.02%Q2 2020Q3 20216
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
TrueWealth Advisors, LLC 660.06%0.11%0.13%Q1 2021Q2 20226
BAR HARBOR WEALTH MANAGEMENT 660.53%0.62%0.67%Q2 2022Q3 20236
TIAA CREF TRUST CO FSB/MO 550.00%0.00%0.00%Q4 2015Q4 20165
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
BRANDYWINE OAK PRIVATE WEALTH LLC 410.00%0.02%0.02%Q4 2018Q1 20225
Bedel Financial Consulting, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
CIBC Private Wealth Group, LLC 320.00%0.00%0.01%Q1 2014Q3 20185
BOENNING & SCATTERGOOD, INC. 310.03%0.04%0.04%Q1 2020Q4 20225
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2017Q4 20215
Spire Wealth Management 550.00%0.00%0.01%Q1 2021Q1 20225
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.00%0.01%0.02%Q3 2018Q3 20235
B. Riley Financial, Inc. 550.09%0.10%0.11%Q4 2015Q4 20165
Institute for Wealth Management, LLC. 320.03%0.04%0.08%Q2 2017Q2 20195
Essential Planning, LLC. 550.10%1.09%4.46%Q3 2022Q3 20235
HoyleCohen, LLC 320.01%0.02%0.02%Q1 2020Q2 20215
Ranger International Management, LP 550.00%0.00%0.00%Q2 2014Q2 20155
PARTNERS CAPITAL INVESTMENT GROUP, LLP 550.01%0.02%0.02%Q4 2017Q4 20185
Radnor Capital Management, LLC 410.02%0.03%0.05%Q1 2022Q3 20235
Ackerman Capital Advisors, LLC 210.13%0.26%0.45%Q2 2017Q4 20215
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q2 2014Q1 20225
WEATHERLY ASSET MANAGEMENT L. P. 550.05%0.05%0.06%Q3 2021Q3 20225
Newman & Schimel, LLC 550.09%0.13%0.21%Q4 2020Q4 20215
FARMERS TRUST CO 550.05%0.06%0.07%Q3 2021Q3 20225
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
Dakota Wealth Management 550.02%0.03%0.04%Q3 2022Q3 20235
Joel Isaacson & Co., LLC 550.01%0.02%0.02%Q3 2022Q3 20235
NOMURA HOLDINGS INC 210.00%0.00%0.00%Q4 2013Q2 20235
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Evanson Asset Management, LLC 550.19%0.20%0.21%Q4 2014Q4 20155
MONETA GROUP INVESTMENT ADVISORS LLC 410.00%0.00%0.01%Q1 2019Q3 20225
Seelaus Asset Management LLC 550.08%0.13%0.21%Q3 2022Q3 20235
Mutual Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Atria Wealth Solutions, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Beacon Pointe Advisors, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
BARRETT & COMPANY, INC. 550.05%0.06%0.06%Q3 2022Q3 20235
Ethos Financial Group, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Clarus Wealth Advisors 440.01%0.01%0.02%Q2 2018Q1 20194
Strategic Asset Management, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
WealthTrust Fairport, LLC 440.00%0.01%0.01%Q2 2013Q1 20144
Peak Capital Management LLC 310.12%0.15%0.17%Q2 2017Q2 20184
Mariner Wealth Advisors-Cincinnati, LLC 440.02%0.02%0.02%Q4 2015Q3 20164
BDO Wealth Advisors, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
UNITED BANK, INC. 220.04%0.06%0.08%Q3 2014Q1 20164
CWA Asset Management Group, LLC 440.02%0.09%0.12%Q4 2018Q3 20194
North Star Investment Management Corp. 440.00%0.00%0.00%Q4 2016Q3 20174
Sheaff Brock Investment Advisors, LLC 440.01%0.01%0.02%Q4 2015Q3 20164
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
IVC Wealth Advisors LLC 220.07%0.10%0.14%Q4 2020Q3 20234
PETRA FINANCIAL ADVISORS INC 440.11%0.13%0.15%Q4 2022Q3 20234
FIRST INTERSTATE BANK 440.00%0.00%0.00%Q3 2015Q2 20164
Watson Rebecca 440.16%0.17%0.20%Q4 2019Q3 20204
Valeo Financial Advisors, LLC 310.01%0.01%0.01%Q3 2017Q3 20234
Wagner Wealth Management, LLC 440.13%0.14%0.16%Q4 2017Q3 20184
Virtu Financial LLC 110.01%0.04%0.12%Q4 2018Q4 20224
Barrett Asset Management, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2017Q2 20184
OTA Financial Group L.P. 110.21%0.31%0.47%Q2 2013Q4 20214
Regal Investment Advisors LLC 210.02%0.04%0.05%Q3 2019Q4 20204
Running Point Capital Advisors, LLC 440.05%0.06%0.06%Q1 2022Q4 20224
Ameritas Investment Company, LLC 310.00%0.01%0.01%Q3 2019Q1 20214
RMB Capital Management, LLC 310.01%0.02%0.03%Q2 2016Q2 20174
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q2 2016Q1 20174
NatWest Group plc 440.00%0.00%0.01%Q2 2013Q1 20144
NINE MASTS CAPITAL Ltd 110.01%0.09%0.26%Q4 2016Q3 20184
Smith & Howard Wealth Management, LLC 310.05%0.05%0.06%Q1 2015Q1 20164
BOKF, NA 220.00%0.00%0.01%Q2 2018Q1 20224
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20234
Wealth Quarterback LLC 220.05%0.08%0.12%Q4 2019Q3 20214
LEVEL FOUR FINANCIAL, LLC 440.10%0.10%0.11%Q4 2020Q3 20214
SEGALL BRYANT & HAMILL, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
SG Americas Securities, LLC 210.00%0.00%0.01%Q4 2013Q2 20174
KEELEY ASSET MANAGEMENT CORP 440.01%0.01%0.01%Q1 2016Q4 20164
GoalFusion Wealth Management, LLC 440.08%0.08%0.08%Q1 2022Q4 20224
WISCONSIN CAPITAL MANAGEMENT LLC 440.04%0.04%0.04%Q2 2013Q1 20144
BLAIR WILLIAM & CO/IL 210.01%0.01%0.02%Q3 2016Q3 20184
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
MELFA WEALTH MANAGEMENT, INC. 440.38%0.39%0.41%Q4 2022Q3 20234
Verus Financial Partners, Inc. 440.02%0.02%0.02%Q2 2021Q1 20224
Weiss Asset Management LP 110.02%0.13%0.25%Q4 2013Q4 20224
CHAPIN DAVIS, INC. 440.04%0.04%0.05%Q4 2022Q3 20234
Windsor Wealth Management, Inc. 440.04%0.05%0.06%Q1 2020Q4 20204
Keeley-Teton Advisors, LLC 310.01%0.01%0.02%Q1 2017Q3 20234
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
tru Independence LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Parsec Financial Management, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
Meixler Investment Management, Ltd. 330.12%0.14%0.17%Q4 2021Q2 20223
NBT BANK N A /NY 330.02%0.02%0.02%Q3 2013Q1 20143
Paragon Capital Management LLC 210.01%0.01%0.01%Q1 2019Q1 20203
NAPLES GLOBAL ADVISORS, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.06%0.10%Q1 2020Q4 20223
CENTRAL BANK & TRUST CO 330.00%0.00%0.00%Q2 2018Q4 20183
ENTERPRISE FINANCIAL SERVICES CORP 210.00%0.02%0.03%Q2 2013Q1 20203
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
NWAM LLC 330.04%0.05%0.05%Q2 2012Q4 20123
Advisor Resource Council 110.02%0.02%0.02%Q2 2021Q2 20223
Walleye Capital LLC 210.00%0.01%0.02%Q4 2021Q1 20233
CITY HOLDING CO 330.00%0.00%0.00%Q4 2013Q2 20143
BIVIN & ASSOCIATES, INC. 330.02%0.04%0.10%Q4 2021Q2 20223
Bremer Bank National Association 330.03%0.04%0.04%Q4 2020Q2 20213
Wakefield Asset Management LLLP 330.39%0.40%0.41%Q2 2020Q4 20203
GYL FINANCIAL SYNERGIES, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Capital Investment Advisory Services, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
Bramshill Investments, LLC 330.22%0.31%0.46%Q3 2020Q1 20213
GIRARD SECURITIES, INC. 330.08%0.08%0.09%Q4 2016Q2 20173
Glass Jacobson Investment Advisors llc 210.04%0.05%0.06%Q4 2022Q3 20233
Castleview Partners, LLC 330.01%0.17%0.49%Q1 2022Q3 20223
Frontier Wealth Management LLC 210.01%0.06%0.09%Q4 2014Q2 20223
Lloyd Park, LLC 210.38%0.58%0.72%Q4 2021Q3 20223
BRYN MAWR TRUST Co 210.01%0.01%0.01%Q1 2013Q2 20143
NEWGATE CAPITAL MANAGEMENT LLC 210.33%0.76%1.02%Q3 2014Q1 20163
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2016Q3 20193
DUBUQUE BANK & TRUST CO 330.00%0.00%0.01%Q4 2014Q2 20153
Ahrens Investment Partners LLC 330.04%0.05%0.05%Q4 2016Q2 20173
SII INVESTMENTS INC/WI 330.02%0.02%0.02%Q2 2016Q4 20163
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q3 2022Q3 20233
Apollon Wealth Management, LLC 210.01%0.02%0.04%Q4 2020Q1 20223
Winslow, Evans & Crocker, Inc. 330.01%0.01%0.01%Q4 2013Q2 20143
Cresta Advisors, Ltd. 330.94%0.98%1.01%Q1 2023Q3 20233
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2015Q1 20203
Integrated Investment Consultants, LLC 330.01%0.01%0.01%Q1 2016Q3 20163
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20153
CHEMICAL BANK 330.02%0.02%0.03%Q3 2016Q1 20173
Breakwater Capital Group 330.06%0.17%0.24%Q1 2023Q3 20233
Orion Portfolio Solutions, LLC 210.00%0.01%0.01%Q1 2020Q2 20213
Allspring Global Investments Holdings, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
ADELL HARRIMAN & CARPENTER INC 330.05%0.05%0.06%Q3 2021Q1 20223
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 330.08%0.09%0.09%Q2 2018Q4 20183
COLDSTREAM CAPITAL MANAGEMENT INC 330.00%0.00%0.01%Q4 2021Q2 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Private Capital Group, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
FineMark National Bank & Trust 210.00%0.00%0.00%Q4 2013Q2 20163
Clearstead Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
TRUSTCORE FINANCIAL SERVICES, LLC 330.16%0.18%0.20%Q1 2018Q3 20183
Bell Bank 220.19%0.20%0.20%Q1 2016Q2 20162
ProVise Management Group, LLC 220.04%0.04%0.04%Q4 2013Q1 20142
TruWealth Advisors, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
DAYMARK WEALTH PARTNERS, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Lavaca Capital LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Baystate Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Lattice Strategies LLC 220.42%0.60%0.78%Q2 2013Q3 20132
Paloma Partners Management Co 220.01%0.01%0.01%Q2 2013Q3 20132
EAGLE GLOBAL ADVISORS LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Laurion Capital Management LP 110.00%0.00%0.01%Q3 2016Q2 20182
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Bartlett & Co. LLC 220.00%0.00%0.00%Q3 2023Q4 20232
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.15%0.16%0.17%Q4 2015Q1 20162
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Allen Investment Management, LLC 220.04%0.04%0.04%Q4 2014Q1 20152
AMG National Trust Bank 220.00%0.00%0.00%Q4 2021Q1 20222
AVIANCE CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2014Q1 20152
Elite Wealth Management, Inc. 220.04%0.06%0.08%Q2 2013Q3 20132
American Financial Network Advisory Services LLC 220.00%0.01%0.01%Q3 2017Q4 20172
Glassman Wealth Services 220.01%0.01%0.01%Q3 2019Q4 20192
FIRST NEW YORK SECURITIES LLC /NY 110.10%0.16%0.22%Q2 2013Q4 20132
NOVARE CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q1 2021Q2 20212
TRUST CO OF VERMONT 220.00%0.00%0.00%Q4 2019Q1 20202
Focused Wealth Management, Inc 220.00%0.00%0.00%Q4 2014Q1 20152
MONROE BANK & TRUST/MI 220.02%0.02%0.02%Q2 2013Q3 20132
Avidian Wealth Solutions, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.02%Q2 2018Q3 20212
VALLEY NATIONAL BANCORP 220.02%0.02%0.02%Q3 2014Q4 20142
FinTrust Capital Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Round Table Services, LLC 220.09%0.10%0.12%Q1 2014Q2 20142
BLUESTEIN R H & CO LLC 220.01%0.02%0.02%Q3 2019Q4 20192
Waverly Advisors, LLC 220.02%0.03%0.03%Q2 2015Q3 20152
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q1 2013Q2 20132
Integrated Wealth Management 220.01%0.01%0.01%Q1 2016Q2 20162
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
Segantii Capital Management Ltd 220.00%0.00%0.00%Q4 2021Q1 20222
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2014Q3 20142
XML Financial, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Legacy Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
TWO SIGMA SECURITIES, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
MANAGED ACCOUNT SERVICES INC 220.06%0.06%0.06%Q2 2018Q3 20182
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.05%0.05%Q2 2013Q3 20132
Farther Finance Advisors, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Squarepoint Ops LLC 110.01%0.02%0.04%Q4 2016Q4 20172
TRUST CO OF OKLAHOMA 220.10%0.11%0.11%Q2 2021Q3 20212
Hilton Capital Management, LLC 220.02%0.02%0.02%Q4 2016Q1 20172
USCA RIA LLC 220.08%0.09%0.09%Q3 2015Q4 20152
Jane Street Holding, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
IBERIABANK CORP 220.02%0.02%0.02%Q3 2017Q4 20172
Loveless Wealth Management LLC 110.45%0.45%0.45%Q4 2019Q4 20191
Logan Stone Capital, LLC 110.41%0.41%0.41%Q4 2022Q4 20221
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2015Q4 20151
Arlington Partners LLC 110.02%0.02%0.02%Q4 2019Q4 20191
BBVA USA 110.00%0.00%0.00%Q3 2021Q3 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Ausdal Financial Partners, Inc. 110.03%0.03%0.03%Q4 2015Q4 20151
Allegis Investment Advisors, LLC 110.15%0.15%0.15%Q4 2015Q4 20151
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2016Q1 20161
Sabal Trust CO 110.01%0.01%0.01%Q4 2022Q4 20221
Hills Bank & Trust Co 110.02%0.02%0.02%Q1 2023Q1 20231
Apeiron RIA LLC 110.06%0.06%0.06%Q2 2022Q2 20221
MCF Advisors LLC 110.01%0.01%0.01%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HARRIS ASSOCIATES L P 110.00%0.00%0.00%Q1 2023Q1 20231
Viewpoint Capital Management LLC 110.10%0.10%0.10%Q4 2021Q4 20211
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q2 2020Q2 20201
Altus Wealth Group LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Bellwether Investment Group, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
UMB Bank, n.a. 110.01%0.01%0.01%Q4 2021Q4 20211
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q2 2020Q2 20201
6 Meridian 110.10%0.10%0.10%Q4 2021Q4 20211
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Merriman Wealth Management, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Advisor OS, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
CABOT WEALTH MANAGEMENT INC 110.06%0.06%0.06%Q2 2013Q2 20131
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cornerstone Advisors, Inc. 110.04%0.04%0.04%Q3 2016Q3 20161
Chessman Wealth Strategies RIA 110.04%0.04%0.04%Q3 2018Q3 20181
Brendel Financial Advisors LLC 110.03%0.03%0.03%Q2 2021Q2 20211
AllSquare Wealth Management LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Guardian Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.00%0.00%0.00%Q1 2018Q1 20181
Omnia Family Wealth, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Maryland Capital Management 110.04%0.04%0.04%Q4 2019Q4 20191
Resurgent Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
AQR Arbitrage LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Adams Wealth Management 110.01%0.01%0.01%Q3 2020Q3 20201
Legacy Private Trust Co. 110.03%0.03%0.03%Q3 2013Q3 20131
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GFS Advisors, LLC 110.05%0.05%0.05%Q1 2016Q1 20161
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
SALEM INVESTMENT COUNSELORS INC 110.01%0.01%0.01%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
XTX Topco Ltd 110.02%0.02%0.02%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Larson Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Perella Weinberg Partners Capital Management LP 110.01%0.01%0.01%Q2 2013Q2 20131
Burt Wealth Advisors 110.03%0.03%0.03%Q2 2017Q2 20171
Andrew Hill Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
O'Brien Wealth Partners LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Parkside Investments, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Providence First Trust Co 110.02%0.02%0.02%Q3 2022Q3 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
WCG Wealth Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q2 2023Q2 20231
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Gradient Investments LLC 110.05%0.05%0.05%Q4 2013Q4 20131
Lakewood Asset Management LLC 110.06%0.06%0.06%Q4 2022Q4 20221
PRW Wealth Management LLC 110.21%0.21%0.21%Q2 2021Q2 20211
Caprock Group, LLC 110.20%0.20%0.20%Q2 2016Q2 20161
PFG Investments, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Western Asset Management Company, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
CHOREO, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
FIRST FINANCIAL EQUITY CORPORATION 110.14%0.14%0.14%Q1 2017Q1 20171
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Davidson Capital Management Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
KELLEHER FINANCIAL ADVISORS 110.00%0.00%0.00%Q1 2016Q1 20161
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Cornerstone Wealth Management, LLC 110.11%0.11%0.11%Q3 2018Q3 20181
Cleary Gull Holdings Inc. 110.31%0.31%0.31%Q1 2016Q1 20161
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Winch Advisory Services, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
CHIRON CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
ZEKE CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
FAS Wealth Partners, Inc. 110.06%0.06%0.06%Q4 2013Q4 20131
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2018Q1 20181
BEAM WEALTH ADVISORS, INC. 110.20%0.20%0.20%Q3 2021Q3 20211
Board of Trustees of The Leland Stanford Junior University 110.33%0.33%0.33%Q2 2013Q2 20131
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Quadrant Private Wealth Management, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
1ST SOURCE BANK 110.01%0.01%0.01%Q3 2016Q3 20161
Walleye Trading LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
FORVIS Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2022Q4 20221
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
PHILADELPHIA TRUST CO 110.20%0.20%0.20%Q3 2016Q3 20161
NewSquare Capital LLC 110.01%0.01%0.01%Q2 2013Q2 20131
NICOLET BANKSHARES INC 110.09%0.09%0.09%Q3 2016Q3 20161
Wealthcare Advisory Partners LLC 110.09%0.09%0.09%Q2 2016Q2 20161
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Orion Capital Management LLC 110.02%0.02%0.02%Q2 2022Q2 20221
FIRST HORIZON CORP 110.03%0.03%0.03%Q2 2013Q2 20131
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
JNBA Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Texas Capital Bank Wealth Management Services Inc 110.05%0.05%0.05%Q3 2020Q3 20201
WADE G W & INC 110.02%0.02%0.02%Q1 2016Q1 20161
Aptus Capital Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
FIRST MERCHANTS CORP 110.01%0.01%0.01%Q1 2022Q1 20221
Venturi Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CNB Bank 110.01%0.01%0.01%Q3 2019Q3 20191
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
BLUEFIN CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
VitalStone Financial, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SignalPoint Asset Management, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
FNY Partners Fund LP 110.02%0.02%0.02%Q4 2016Q4 20161
Brookstone Capital Management 110.01%0.01%0.01%Q1 2018Q1 20181
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
DUNCKER STREETT & CO INC 110.00%0.00%0.00%Q4 2013Q4 20131
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SIMON QUICK ADVISORS, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
ASSOCIATED BANC-CORP 110.01%0.01%0.01%Q4 2016Q4 20161
Trust Co 110.03%0.03%0.03%Q4 2015Q4 20151
Csenge Advisory Group 110.05%0.05%0.05%Q1 2018Q1 20181
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 110.18%0.18%0.18%Q1 2018Q1 20181
OTA LLC 110.32%0.32%0.32%Q2 2014Q2 20141
External links

This page lists all the filers that currently own NUVEEN MUN VALUE FD INC or have owned NUVEEN MUN VALUE FD INC in the past.