| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Advisory Services Network, LLC | 20 | 20 | 0.00% | 0.05% | 0.11% | Q2 2018 | Q1 2023 | 20 |
| ROYAL BANK OF CANADA | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 17 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q4 2021 | 14 |
| Laird Norton Wetherby Wealth Management, LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q4 2021 | 13 |
| US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
| LPL Financial LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
| Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 10 |
| OSAIC HOLDINGS, INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
| WELLS FARGO & COMPANY/MN | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 8 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
| Private Advisor Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
| MORGAN STANLEY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
| WEDBUSH SECURITIES INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
| Concord Wealth Partners | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
| Sargent Bickham Lagudis LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
| Citadel Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
| PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q4 2021 | 4 |
| BSW Wealth Partners | 4 | 4 | 0.07% | 0.07% | 0.08% | Q3 2020 | Q2 2021 | 4 |
| JANE STREET GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
| MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
| American Portfolios Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
| First Affirmative Financial Network | 3 | 3 | 0.39% | 0.42% | 0.44% | Q3 2021 | Q1 2022 | 3 |
| CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 3 |
| Arjuna Capital | 3 | 3 | 0.29% | 0.30% | 0.32% | Q2 2021 | Q4 2021 | 3 |
| Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
| IMPACTfolio, LLC | 2 | 2 | 9.61% | 9.87% | 10.12% | Q4 2021 | Q1 2022 | 2 |
| Advisor Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
| ENVESTNET ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
| Tower Research Capital LLC (TRC) | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 2 |
| Stephens Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
| HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
| Clarius Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| Financial Architects, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| DENVER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ETF SER SOLUTIONS or have owned ETF SER SOLUTIONS in the past.