Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 46 |
Citadel Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 41 |
Cutler Group LLC / CA | 13 | 1 | 0.00% | 0.00% | 0.04% | Q4 2018 | Q3 2023 | 35 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 12 | 6 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
LPL Financial LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Marble Harbor Investment Counsel, LLC | 20 | 20 | 0.10% | 0.14% | 0.19% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
HighTower Advisors, LLC | 15 | 4 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Tradewinds Capital Management, LLC | 20 | 20 | 0.00% | 0.68% | 8.01% | Q4 2018 | Q3 2023 | 20 |
VALLEY NATIONAL ADVISERS INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
UBS Group AG | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Gradient Investments LLC | 20 | 20 | 0.00% | 0.16% | 1.46% | Q4 2018 | Q3 2023 | 20 |
Pettinga Financial Advisors LLC | 20 | 20 | 0.74% | 1.18% | 1.67% | Q4 2018 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Richard C. Young & CO., LTD. | 20 | 20 | 0.22% | 0.33% | 0.50% | Q4 2018 | Q3 2023 | 20 |
SYNOVUS FINANCIAL CORP | 12 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 12 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
JPMORGAN CHASE & CO | 13 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Hudock, Inc. | 16 | 16 | 0.28% | 0.35% | 0.44% | Q4 2018 | Q3 2022 | 16 |
Larson Financial Group LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 16 |
IFP Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Horrell Capital Management, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
CITIGROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
Cambridge Investment Research Advisors, Inc. | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.22% | 0.36% | 0.69% | Q4 2019 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
Integrated Investment Consultants, LLC | 15 | 15 | 0.08% | 0.16% | 0.30% | Q4 2018 | Q2 2022 | 15 |
BSW Wealth Partners | 7 | 3 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.05% | 0.13% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Acorn Wealth Advisors, LLC | 14 | 14 | 0.18% | 0.30% | 0.39% | Q2 2020 | Q3 2023 | 14 |
AlphaMark Advisors, LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Summit Trail Advisors, LLC | 10 | 3 | 0.02% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2021 | 13 |
TD Capital Management LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 12 |
Systelligence, LLC | 12 | 12 | 2.11% | 3.39% | 5.71% | Q1 2021 | Q4 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.20% | 0.30% | 0.39% | Q4 2020 | Q3 2023 | 12 |
BESSEMER GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Mission Creek Capital Partners, Inc. | 12 | 12 | 0.06% | 0.24% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
WHITTIER TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.13% | 0.19% | 0.24% | Q4 2020 | Q2 2023 | 11 |
Plante Moran Financial Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Capital Bank & Trust Co | 11 | 11 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q1 2021 | 11 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 11 | 0.01% | 0.07% | 0.16% | Q3 2019 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 11 |
Virtu Financial LLC | 3 | 1 | 0.03% | 0.38% | 2.09% | Q4 2018 | Q3 2023 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Capital Wealth Alliance, LLC | 10 | 10 | 0.13% | 0.24% | 0.45% | Q4 2019 | Q1 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.22% | 0.28% | 0.36% | Q2 2020 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
Cetera Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
S.A. Mason LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Compagnie Lombard Odier SCmA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
180 WEALTH ADVISORS, LLC | 10 | 10 | 0.06% | 0.44% | 0.64% | Q2 2021 | Q3 2023 | 10 |
Laffer Tengler Investments, Inc. | 10 | 10 | 0.02% | 0.10% | 0.23% | Q1 2021 | Q2 2023 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
EQUITABLE TRUST CO | 9 | 9 | 0.02% | 0.06% | 0.15% | Q1 2021 | Q1 2023 | 9 |
Prime Capital Investment Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
HRT FINANCIAL LP | 7 | 2 | 0.00% | 0.08% | 0.18% | Q1 2021 | Q2 2023 | 9 |
Bristlecone Advisors, LLC | 5 | 4 | 0.03% | 0.06% | 0.15% | Q2 2021 | Q3 2023 | 9 |
Sound Income Strategies, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Texas Yale Capital Corp. | 7 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Burt Wealth Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Security National Bank | 8 | 1 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q1 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
LAZARD ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Archer Investment Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Camelot Portfolios, LLC | 8 | 8 | 0.17% | 0.38% | 0.74% | Q3 2020 | Q2 2022 | 8 |
Laurel Wealth Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.07% | 0.27% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
PNC FINANCIAL SERVICES GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
CITY HOLDING CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Pensionmark Financial Group, LLC | 8 | 8 | 0.10% | 0.57% | 1.07% | Q4 2021 | Q3 2023 | 8 |
ATLAS CAPITAL ADVISORS LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2020 | 7 |
Private Portfolio Partners LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.02% | 0.13% | 0.33% | Q1 2020 | Q3 2021 | 7 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.03% | 0.66% | 2.00% | Q1 2022 | Q3 2023 | 7 |
St. Johns Investment Management Company, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 3 | 0.00% | 0.09% | 0.24% | Q3 2020 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Freedom Investment Management, Inc. | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 7 |
AMERIPRISE FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Bancorp, Inc. | 4 | 3 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q2 2022 | 7 |
Castleview Partners, LLC | 4 | 3 | 0.00% | 0.02% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 7 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GROUP ONE TRADING, L.P. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 6 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Kingsview Wealth Management, LLC | 5 | 1 | 0.01% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 6 |
BOENNING & SCATTERGOOD, INC. | 4 | 2 | 0.06% | 0.11% | 0.14% | Q1 2019 | Q4 2022 | 6 |
Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Stratos Wealth Advisors, LLC | 6 | 6 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q2 2022 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TBH Global Asset Management, LLC | 3 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q2 2023 | 5 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 5 |
CBIZ Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
VALLEY WEALTH MANAGERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q1 2022 | 5 |
US BANCORP \DE\ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2022 | 5 |
MML INVESTORS SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cerity Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Asset Planning Services, Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Proficio Capital Partners LLC | 4 | 4 | 1.01% | 2.62% | 4.00% | Q1 2021 | Q4 2021 | 4 |
Jacobsen Capital Management | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.81% | 1.25% | 1.58% | Q4 2022 | Q3 2023 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
VICUS CAPITAL | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 4 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.11% | Q1 2019 | Q2 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2021 | 4 |
MYECFO, LLC | 4 | 4 | 0.71% | 0.73% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Disciplined Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.01% | 0.08% | 0.16% | Q4 2018 | Q2 2019 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 3 |
OmniStar Financial Group, Inc. | 3 | 3 | 3.56% | 4.21% | 5.12% | Q1 2023 | Q3 2023 | 3 |
WASHINGTON TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Synergy Asset Management, LLC | 3 | 3 | 0.71% | 1.47% | 1.93% | Q3 2022 | Q1 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Sycale Advisors (NY) LLC | 3 | 3 | 2.26% | 2.34% | 2.46% | Q2 2022 | Q4 2022 | 3 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
SVB WEALTH LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 3 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 3 |
Parallax Volatility Advisers, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q3 2022 | Q1 2023 | 3 |
Henrickson Nauta Wealth Advisors, Inc. | 3 | 3 | 0.37% | 0.39% | 0.41% | Q4 2021 | Q2 2022 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Columbus Macro, LLC | 3 | 3 | 0.11% | 0.20% | 0.25% | Q2 2021 | Q4 2021 | 3 |
BLAIR WILLIAM & CO/IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.08% | 0.14% | 0.20% | Q2 2021 | Q4 2021 | 3 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
TCTC Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avion Wealth | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
SPROTT INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
INTREPID FAMILY OFFICE LLC | 2 | 2 | 1.28% | 1.61% | 1.95% | Q4 2021 | Q1 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 2 |
American Trust | 1 | 1 | 0.25% | 0.40% | 0.54% | Q2 2022 | Q2 2023 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.58% | 1.16% | Q4 2018 | Q1 2019 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Southeast Asset Advisors Inc. | 2 | 2 | 0.16% | 0.19% | 0.22% | Q1 2022 | Q2 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 2 |
MILESTONE WEALTH, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WT Wealth Management | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
MILESTONE ASSET MANAGEMENT, LLC | 2 | 2 | 1.77% | 2.52% | 3.27% | Q4 2022 | Q1 2023 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Altavista Wealth Management, Inc. | 2 | 2 | 0.40% | 0.41% | 0.43% | Q3 2020 | Q4 2020 | 2 |
Nemes Rush Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2021 | Q1 2021 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Anson Capital, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kendall Capital Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
GUIDANCE CAPITAL, INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2019 | Q3 2019 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sara-Bay Financial | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Belvedere Advisors LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2019 | Q1 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HAP Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own ABERDEEN STD SILVER ETF TR or have owned ABERDEEN STD SILVER ETF TR in the past.