Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Advisory Services Network, LLC | 24 | 24 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q2 2024 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 23 | 23 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q2 2024 | 23 |
D.A. DAVIDSON & CO. | 23 | 23 | 0.00% | 0.60% | 1.27% | Q4 2018 | Q2 2024 | 23 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 23 | 23 | 0.03% | 0.14% | 0.33% | Q4 2018 | Q2 2024 | 23 |
MORGAN STANLEY | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2024 | 23 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 23 | 23 | 0.00% | 0.06% | 0.23% | Q4 2018 | Q2 2024 | 23 |
ROYAL BANK OF CANADA | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2024 | 23 |
LPL Financial LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 23 |
CWM, LLC | 11 | 11 | 0.00% | 0.01% | 0.24% | Q4 2018 | Q2 2024 | 22 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21 | 21 | 0.01% | 0.28% | 0.85% | Q2 2019 | Q2 2024 | 21 |
IFP Advisors, Inc | 10 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2024 | 21 |
Boston Standard Wealth Management, LLC | 14 | 7 | 0.14% | 0.22% | 0.33% | Q4 2018 | Q2 2024 | 21 |
WELLS FARGO & COMPANY/MN | 16 | 4 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q2 2024 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2024 | 20 |
Orion Portfolio Solutions, LLC | 19 | 19 | 0.02% | 0.08% | 0.36% | Q4 2019 | Q2 2024 | 19 |
SPINNAKER TRUST | 18 | 18 | 0.02% | 0.50% | 1.38% | Q1 2020 | Q2 2024 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q2 2024 | 18 |
Sigma Planning Corp | 16 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2024 | 18 |
Brinker Capital Investments, LLC | 17 | 17 | 0.03% | 0.33% | 0.88% | Q4 2018 | Q4 2022 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 16 |
MCF Advisors LLC | 10 | 6 | 1.09% | 1.30% | 1.50% | Q2 2020 | Q2 2024 | 16 |
Key FInancial Inc | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 16 |
Cambridge Investment Research Advisors, Inc. | 13 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 16 |
Creative Planning | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2024 | 15 |
Mutual Advisors, LLC | 14 | 14 | 0.03% | 0.12% | 0.24% | Q4 2019 | Q1 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q1 2024 | 14 |
Faithward Advisors, LLC | 14 | 14 | 0.06% | 0.26% | 0.46% | Q1 2021 | Q2 2024 | 14 |
Walkner Condon Financial Advisors LLC | 11 | 1 | 0.13% | 0.18% | 0.34% | Q3 2020 | Q2 2024 | 13 |
RAYMOND JAMES & ASSOCIATES | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2024 | 13 |
JANE STREET GROUP, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 13 |
SEI INVESTMENTS CO | 13 | 13 | 0.08% | 0.19% | 0.28% | Q2 2021 | Q2 2024 | 13 |
IHT Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2024 | 12 |
HARBOUR INVESTMENTS, INC. | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2024 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q2 2024 | 12 |
LEUTHOLD GROUP, LLC | 9 | 2 | 0.02% | 0.09% | 0.14% | Q3 2021 | Q2 2024 | 11 |
Disciplina Capital Management LLC | 11 | 11 | 0.86% | 1.31% | 2.08% | Q4 2021 | Q2 2024 | 11 |
AIRE ADVISORS, LLC | 11 | 11 | 0.08% | 0.71% | 2.32% | Q4 2021 | Q2 2024 | 11 |
Congress Wealth Management LLC / DE / | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2024 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
Banque Cantonale Vaudoise | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 11 |
Summit Place Financial Advisors, LLC | 11 | 11 | 0.16% | 1.56% | 2.36% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2024 | 11 |
Financial & Tax Architects, LLC | 7 | 4 | 1.46% | 3.54% | 5.42% | Q1 2021 | Q2 2024 | 11 |
Aspen Investment Management Inc | 11 | 11 | 0.25% | 0.85% | 1.81% | Q4 2021 | Q2 2024 | 11 |
1834 INVESTMENT ADVISORS CO | 11 | 11 | 0.07% | 0.10% | 0.14% | Q4 2020 | Q2 2023 | 11 |
LWS Wealth Advisors, Inc. | 10 | 1 | 0.10% | 0.21% | 0.34% | Q4 2019 | Q2 2023 | 11 |
COLLECTIVE FAMILY OFFICE LLC | 10 | 10 | 0.36% | 0.55% | 0.72% | Q1 2021 | Q2 2023 | 10 |
Allspring Global Investments Holdings, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2024 | 10 |
Global Retirement Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2024 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 10 |
Vise Technologies, Inc. | 10 | 10 | 0.87% | 1.76% | 2.70% | Q1 2022 | Q2 2024 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q2 2024 | 10 |
AVAII WEALTH MANAGEMENT, LLC | 10 | 10 | 0.27% | 0.43% | 0.57% | Q1 2022 | Q2 2024 | 10 |
MBL Wealth, LLC | 10 | 10 | 0.09% | 0.24% | 0.66% | Q1 2022 | Q2 2024 | 10 |
Perigon Wealth Management, LLC | 7 | 1 | 0.01% | 0.03% | 0.07% | Q3 2011 | Q2 2024 | 10 |
MEEDER ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2022 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Blue Trust, Inc. | 9 | 9 | 0.01% | 0.15% | 0.47% | Q2 2022 | Q2 2024 | 9 |
SigFig Wealth Management, LLC | 9 | 9 | 0.01% | 0.07% | 0.11% | Q2 2022 | Q2 2024 | 9 |
Pinnacle Advisory Group, Inc. | 9 | 9 | 0.09% | 0.12% | 0.16% | Q1 2019 | Q1 2021 | 9 |
UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 9 |
Braun-Bostich & Associates Inc. | 6 | 3 | 0.66% | 1.55% | 2.56% | Q1 2022 | Q2 2024 | 9 |
Cutler Group LLC / CA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 9 |
COWA, LLC | 7 | 2 | 0.00% | 0.36% | 0.59% | Q4 2020 | Q1 2023 | 9 |
HOLLENCREST CAPITAL MANAGEMENT | 9 | 9 | 0.02% | 0.06% | 0.08% | Q2 2022 | Q2 2024 | 9 |
Tower Research Capital LLC (TRC) | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Strategic Blueprint, LLC | 8 | 8 | 0.03% | 0.08% | 0.12% | Q4 2020 | Q3 2022 | 8 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 8 |
CAHILL FINANCIAL ADVISORS INC | 7 | 1 | 0.03% | 0.08% | 0.10% | Q3 2021 | Q2 2024 | 8 |
Retirement Group, LLC | 8 | 8 | 0.18% | 0.30% | 0.41% | Q2 2022 | Q1 2024 | 8 |
Freedom Investment Management, Inc. | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2024 | 8 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 8 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2024 | 8 |
Bellwether Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Cornell Pochily Investment Advisors, Inc. | 8 | 8 | 0.27% | 0.46% | 0.60% | Q2 2021 | Q1 2023 | 8 |
RATIONAL ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
IVC Wealth Advisors LLC | 8 | 8 | 0.14% | 0.22% | 0.31% | Q1 2022 | Q4 2023 | 8 |
Penserra Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7 | 7 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q2 2024 | 7 |
Resonant Capital Advisors, LLC | 7 | 7 | 0.16% | 0.26% | 0.37% | Q4 2022 | Q2 2024 | 7 |
FLOW TRADERS U.S. LLC | 4 | 3 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q4 2022 | 7 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2023 | 7 |
Columbus Macro, LLC | 4 | 3 | 0.18% | 0.50% | 0.85% | Q4 2018 | Q2 2024 | 7 |
Callan Family Office, LLC | 7 | 7 | 0.07% | 0.22% | 0.44% | Q4 2022 | Q2 2024 | 7 |
Federation des caisses Desjardins du Quebec | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Round Table Services, LLC | 7 | 7 | 0.32% | 0.45% | 0.63% | Q1 2021 | Q3 2022 | 7 |
Aldebaran Capital, LLC | 7 | 7 | 2.98% | 3.38% | 3.82% | Q4 2022 | Q2 2024 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 7 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 7 |
Broadview Financial Management, LLC | 7 | 7 | 0.33% | 0.70% | 1.12% | Q4 2021 | Q2 2023 | 7 |
Asset Dedication, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2024 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2024 | 6 |
Cape Investment Advisory, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2024 | 6 |
Cumberland Partners Ltd | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Atria Investments, Inc | 5 | 1 | 0.03% | 0.07% | 0.09% | Q4 2018 | Q4 2022 | 6 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 6 |
Veery Capital, LLC | 6 | 6 | 0.12% | 0.45% | 0.70% | Q1 2023 | Q2 2024 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Quantitative Advantage, LLC | 6 | 6 | 0.13% | 0.17% | 0.20% | Q4 2021 | Q1 2023 | 6 |
3D/L Capital Management, LLC | 6 | 6 | 0.01% | 1.52% | 1.97% | Q4 2020 | Q1 2022 | 6 |
ACG Wealth | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2022 | 6 |
RIVERSEDGE ADVISORS, LLC | 6 | 6 | 0.26% | 0.34% | 0.41% | Q3 2021 | Q4 2022 | 6 |
Caption Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Csenge Advisory Group | 3 | 1 | 0.01% | 0.04% | 0.05% | Q3 2021 | Q2 2024 | 5 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 5 |
HUNTINGTON NATIONAL BANK | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.08% | 0.17% | 0.29% | Q4 2021 | Q4 2022 | 5 |
Spire Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 5 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 5 |
ICA Group Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2024 | 5 |
Cresset Asset Management, LLC | 5 | 5 | 0.01% | 0.05% | 0.10% | Q2 2023 | Q2 2024 | 5 |
EPG Wealth Management LLC | 5 | 5 | 0.29% | 1.17% | 1.60% | Q1 2021 | Q1 2022 | 5 |
Upper Left Wealth Management, LLC | 5 | 5 | 2.11% | 3.75% | 4.56% | Q2 2023 | Q2 2024 | 5 |
3EDGE Asset Management, LP | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Kestra Advisory Services, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Austin Asset Management Co Inc | 5 | 5 | 0.11% | 0.13% | 0.16% | Q2 2023 | Q2 2024 | 5 |
Metis Global Partners, LLC | 5 | 5 | 2.39% | 2.56% | 2.79% | Q2 2023 | Q2 2024 | 5 |
Marshall Financial Group, LLC | 5 | 5 | 0.62% | 1.09% | 1.41% | Q4 2021 | Q4 2022 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 2 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q4 2023 | 5 |
COMERICA BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Cribstone Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Vident Investment Advisory, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
EP Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.17% | 0.30% | Q1 2022 | Q4 2023 | 4 |
Private Advisor Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
M&T BANK CORP | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 4 |
Rockefeller Capital Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2024 | 4 |
Pasadena Private Wealth, LLC | 3 | 1 | 1.91% | 2.32% | 2.92% | Q2 2023 | Q2 2024 | 4 |
Virtu Financial LLC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2019 | 4 |
NEPC LLC | 4 | 4 | 0.75% | 0.88% | 0.95% | Q3 2023 | Q2 2024 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2024 | 4 |
Advisor Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
COHEN & STEERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2024 | 4 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q1 2024 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.05% | 0.10% | 0.14% | Q3 2023 | Q2 2024 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q2 2024 | 4 |
Capital Advisors Wealth Management, LLC | 4 | 4 | 0.11% | 1.86% | 3.40% | Q1 2022 | Q4 2022 | 4 |
Bruce G. Allen Investments, LLC | 3 | 3 | 0.53% | 0.57% | 0.64% | Q4 2023 | Q2 2024 | 3 |
AMERICAN FINANCIAL & TAX STRATEGIES INC | 3 | 3 | 1.68% | 1.72% | 1.75% | Q4 2023 | Q2 2024 | 3 |
Winthrop Capital Management, LLC | 3 | 3 | 0.17% | 0.21% | 0.23% | Q4 2023 | Q2 2024 | 3 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Community Bank, N.A. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
HART & PATTERSON FINANCIAL GROUP LLC | 3 | 3 | 0.55% | 1.96% | 2.69% | Q4 2023 | Q2 2024 | 3 |
Homrich & Berg | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 3 |
Creekmur Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
ROTHSCHILD INVESTMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.13% | 0.16% | 0.21% | Q1 2022 | Q3 2022 | 3 |
3D ASSET MANAGEMENT, INC | 3 | 3 | 1.56% | 1.86% | 2.32% | Q1 2020 | Q3 2020 | 3 |
NOTTINGHAM ADVISORS, INC. | 3 | 3 | 0.62% | 0.71% | 0.79% | Q3 2022 | Q1 2023 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2023 | Q2 2024 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 3.55% | 4.02% | 4.57% | Q2 2022 | Q4 2022 | 3 |
Smartleaf Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q4 2021 | Q4 2022 | 3 |
Providence Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
CAP Partners, LLC | 3 | 3 | 0.17% | 0.19% | 0.21% | Q4 2023 | Q2 2024 | 3 |
BLB&B Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
OneAscent Wealth Management LLC | 3 | 3 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.13% | 0.18% | 0.22% | Q2 2022 | Q4 2022 | 3 |
Institute for Wealth Management, LLC. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2023 | Q2 2024 | 3 |
Fiduciary Alliance LLC | 3 | 3 | 0.30% | 0.58% | 0.74% | Q4 2022 | Q2 2023 | 3 |
My Legacy Advisors, LLC | 3 | 3 | 0.11% | 0.19% | 0.30% | Q1 2022 | Q3 2022 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Qube Research & Technologies Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.07% | 0.19% | Q1 2021 | Q3 2021 | 3 |
Grant/GrossMendelsohn, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2022 | Q3 2022 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Walleye Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Hobbs Group Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2023 | Q2 2024 | 2 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 2 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q4 2023 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Evanson Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 3.47% | 3.48% | 3.50% | Q4 2023 | Q1 2024 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 2 |
Wealth Group, Ltd. | 2 | 2 | 0.15% | 0.17% | 0.18% | Q1 2024 | Q2 2024 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Cornerstone Advisory, LLC | 2 | 2 | 0.23% | 0.25% | 0.26% | Q4 2018 | Q1 2019 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2024 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q4 2021 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.35% | 0.36% | 0.37% | Q4 2022 | Q1 2023 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.43% | 0.44% | 0.44% | Q2 2022 | Q3 2022 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.41% | 0.80% | Q3 2021 | Q4 2021 | 2 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CVA Family Office, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 2 |
AXS Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q4 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2021 | 2 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RESOLUTE FINANCIAL, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1 | 1 | 5.88% | 5.88% | 5.88% | Q4 2018 | Q4 2018 | 1 |
Accordant Advisory Group Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2024 | Q1 2024 | 1 |
PFG Advisors | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
MASON STREET ADVISORS, LLC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q2 2024 | Q2 2024 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2023 | Q4 2023 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2024 | Q2 2024 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2023 | Q2 2023 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cerity Partners OCIO LLC | 1 | 1 | 4.77% | 4.77% | 4.77% | Q2 2024 | Q2 2024 | 1 |
LFS ASSET MANAGEMENT | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2022 | Q3 2022 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
Concord Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Modern Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q4 2023 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HAYS ADVISORY LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2018 | Q3 2018 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Carter Financial Group, INC. | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2022 | Q1 2022 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
DeGreen Capital Management LLC | 1 | 1 | 6.13% | 6.13% | 6.13% | Q4 2018 | Q4 2018 | 1 |
BKM Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Essex Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
DAVIDSON TRUST CO | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TITLEIST ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
AUGUSTINE ASSET MANAGEMENT INC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2021 | Q4 2021 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
Werba Rubin Papier Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2024 | Q2 2024 | 1 |
Lynx Investment Advisory | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2024 | Q2 2024 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ABRDN ETFS or have owned ABRDN ETFS in the past.