Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMERIPRISE FINANCIAL INC | 24 | 24 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
LPL Financial LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
UBS Group AG | 19 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Private Advisor Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
JANE STREET GROUP, LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
OneDigital Investment Advisors LLC | 17 | 17 | 0.04% | 2.14% | 4.95% | Q3 2019 | Q3 2023 | 17 |
MORGAN STANLEY | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Citadel Advisors | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
NorthRock Partners, LLC | 10 | 5 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q4 2021 | 15 |
NewEdge Advisors, LLC | 15 | 15 | 0.00% | 0.08% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
FIRST FOUNDATION ADVISORS | 14 | 14 | 0.01% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Rehmann Capital Advisory Group | 14 | 14 | 0.07% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 14 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 13 |
WealthPLAN Partners, LLC | 8 | 5 | 0.02% | 0.14% | 0.36% | Q2 2020 | Q4 2023 | 13 |
Schneider Downs Wealth Management Advisors, LP | 13 | 13 | 0.56% | 0.79% | 0.92% | Q1 2020 | Q1 2023 | 13 |
Financial Insights, Inc. | 12 | 1 | 0.11% | 0.66% | 1.26% | Q2 2020 | Q3 2023 | 13 |
Orion Portfolio Solutions, LLC | 12 | 12 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Sloy Dahl & Holst, LLC | 12 | 12 | 0.10% | 0.87% | 2.51% | Q3 2020 | Q2 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2022 | 12 |
Prentice Wealth Management LLC | 11 | 11 | 0.40% | 3.36% | 5.70% | Q1 2021 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Atria Investments, Inc | 10 | 10 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q1 2023 | 10 |
Signature Wealth Management Partners, LLC | 10 | 10 | 0.61% | 2.42% | 3.88% | Q4 2020 | Q1 2023 | 10 |
Horizon Investments, LLC | 5 | 5 | 0.22% | 0.31% | 0.64% | Q3 2019 | Q1 2022 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.04% | 0.15% | 0.43% | Q2 2020 | Q2 2022 | 9 |
Great Diamond Partners, LLC | 9 | 9 | 0.28% | 0.43% | 0.50% | Q3 2020 | Q3 2022 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.01% | 0.07% | 0.14% | Q3 2021 | Q3 2023 | 9 |
STIFEL FINANCIAL CORP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Syverson Strege & Co | 9 | 9 | 0.00% | 1.52% | 3.51% | Q1 2021 | Q1 2023 | 9 |
Andesa Financial Management Inc. | 5 | 4 | 0.21% | 0.87% | 1.65% | Q2 2019 | Q1 2022 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.51% | 2.44% | Q3 2021 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.01% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.03% | 0.09% | 0.13% | Q4 2020 | Q4 2022 | 9 |
Strategic Family Wealth Counselors, L.L.C. | 8 | 8 | 0.14% | 0.21% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.49% | 0.65% | 0.79% | Q1 2021 | Q3 2023 | 8 |
US BANCORP \DE\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
F3Logic, LLC | 7 | 7 | 0.10% | 0.46% | 0.64% | Q3 2020 | Q1 2022 | 7 |
TruWealth Advisors, LLC | 7 | 7 | 0.03% | 5.70% | 8.92% | Q4 2020 | Q2 2022 | 7 |
OLD MISSION CAPITAL LLC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 7 |
GYL FINANCIAL SYNERGIES, LLC | 7 | 7 | 0.11% | 0.64% | 1.74% | Q1 2022 | Q3 2023 | 7 |
Eudaimonia Partners, LLC | 5 | 2 | 0.15% | 0.29% | 0.37% | Q3 2020 | Q2 2022 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 3.17% | 3.86% | 4.20% | Q4 2019 | Q2 2021 | 7 |
CAPTRUST FINANCIAL ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Archford Capital Strategies, LLC | 7 | 7 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q3 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.14% | 0.95% | 1.58% | Q4 2021 | Q3 2023 | 7 |
Capital Wealth Alliance, LLC | 5 | 2 | 0.15% | 0.41% | 1.37% | Q4 2019 | Q4 2021 | 7 |
HARBOUR INVESTMENTS, INC. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
AE Wealth Management LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 7 |
Advisory Resource Group | 6 | 6 | 1.36% | 2.52% | 3.03% | Q3 2020 | Q4 2021 | 6 |
Cutter & CO Brokerage, Inc. | 6 | 6 | 0.07% | 0.12% | 0.15% | Q3 2019 | Q4 2020 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 1 | 0.08% | 0.13% | 0.18% | Q2 2020 | Q4 2021 | 6 |
BARCLAYS PLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Advisory Services Network, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Silicon Hills Wealth Management, LLC | 5 | 5 | 0.55% | 1.31% | 2.01% | Q4 2020 | Q4 2021 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Coe Capital Management, LLC | 5 | 5 | 0.34% | 0.39% | 0.50% | Q1 2019 | Q1 2020 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Patriot Financial Group Insurance Agency, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.02% | 0.06% | 0.12% | Q1 2021 | Q1 2022 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 5 |
CGN Advisors LLC | 5 | 5 | 0.13% | 0.20% | 0.26% | Q1 2021 | Q1 2022 | 5 |
20/20 Capital Management, Inc. | 5 | 5 | 0.07% | 0.20% | 0.39% | Q2 2020 | Q2 2021 | 5 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q4 2020 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wayfinding Financial, LLC | 3 | 1 | 0.70% | 0.82% | 0.89% | Q4 2021 | Q4 2022 | 4 |
Retirement Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q1 2023 | 4 |
HBK Sorce Advisory LLC | 3 | 1 | 0.10% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 4 |
Price Capital Management, Inc. | 4 | 4 | 0.03% | 0.09% | 0.22% | Q1 2019 | Q4 2019 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.74% | 0.81% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Western Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 4 |
CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 4 |
Carroll Financial Associates, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
ENZI WEALTH | 4 | 4 | 0.58% | 3.20% | 5.43% | Q3 2022 | Q2 2023 | 4 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.78% | 0.90% | 1.14% | Q1 2023 | Q3 2023 | 3 |
Sweet Financial Partners, LLC | 3 | 3 | 0.11% | 4.11% | 7.80% | Q4 2021 | Q2 2022 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Regal Wealth Group, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q2 2018 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.69% | 1.06% | Q4 2021 | Q2 2022 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Stegent Equity Advisors, Inc. | 3 | 3 | 1.25% | 1.73% | 2.45% | Q4 2021 | Q2 2022 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.25% | 0.27% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Brio Consultants, LLC | 2 | 1 | 0.06% | 0.33% | 0.49% | Q4 2019 | Q3 2020 | 3 |
PRIVATE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q2 2021 | 3 |
Virtu Financial LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.06% | 0.26% | 0.46% | Q2 2021 | Q3 2021 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.11% | 0.13% | 0.14% | Q2 2021 | Q4 2021 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PALO ALTO WEALTH ADVISORS, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.04% | 0.10% | 0.17% | Q1 2020 | Q2 2020 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Trail Ridge Investment Advisors, LLC | 2 | 2 | 0.32% | 0.35% | 0.39% | Q2 2022 | Q3 2022 | 2 |
Naviter Wealth, LLC | 2 | 2 | 3.86% | 5.20% | 6.53% | Q4 2021 | Q1 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q1 2022 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Wedmont Private Capital | 2 | 2 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.45% | 0.49% | 0.52% | Q4 2021 | Q1 2022 | 2 |
Advisor Resource Council | 1 | 1 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q4 2021 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Boyd Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Tranquilli Financial Advisor LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2022 | Q1 2022 | 1 |
Veracity Capital LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Live Oak Investment Partners | 1 | 1 | 5.76% | 5.76% | 5.76% | Q4 2022 | Q4 2022 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 1.37% | 1.37% | 1.37% | Q2 2019 | Q2 2019 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2022 | Q1 2022 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2020 | Q4 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own COLUMBIA ETF TR I or have owned COLUMBIA ETF TR I in the past.