Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FRANKLIN RESOURCES INC | 24 | 24 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
KCS Wealth Advisory | 22 | 22 | 0.28% | 0.59% | 0.90% | Q2 2018 | Q3 2023 | 22 |
LAZARD ASSET MANAGEMENT LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
UBS Group AG | 20 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
AGF INVESTMENTS INC. | 18 | 18 | 0.09% | 0.63% | 1.42% | Q2 2018 | Q3 2022 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 1 | 0.00% | 0.04% | 0.62% | Q1 2019 | Q3 2023 | 17 |
AGF Investments America Inc. | 16 | 16 | 0.94% | 1.22% | 1.40% | Q2 2018 | Q1 2022 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
IFP Advisors, Inc | 15 | 15 | 0.00% | 0.03% | 0.12% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Alaska Permanent Fund Corp | 12 | 2 | 0.13% | 0.19% | 0.26% | Q1 2020 | Q3 2023 | 14 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Morningstar Investment Services LLC | 13 | 13 | 0.01% | 0.14% | 0.27% | Q1 2019 | Q1 2022 | 13 |
STIFEL FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.03% | Q3 2020 | Q3 2023 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.94% | 1.27% | 1.49% | Q4 2020 | Q3 2023 | 12 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 12 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
BANK OF MONTREAL /CAN/ | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 11 |
Pinnacle Advisory Group, Inc. | 11 | 11 | 0.20% | 0.65% | 0.79% | Q3 2018 | Q1 2021 | 11 |
JANUS HENDERSON GROUP PLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.04% | 0.43% | 0.72% | Q4 2019 | Q2 2022 | 11 |
Kore Private Wealth LLC | 8 | 1 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q2 2022 | 11 |
LPL Financial LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
INNEALTA CAPITAL, LLC | 11 | 11 | 1.80% | 2.33% | 2.82% | Q1 2021 | Q3 2023 | 11 |
TSFG, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2020 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.03% | 0.30% | 0.70% | Q3 2018 | Q3 2023 | 10 |
BENJAMIN EDWARDS INC | 9 | 1 | 0.00% | 0.03% | 0.24% | Q3 2020 | Q3 2023 | 10 |
Columbus Macro, LLC | 4 | 2 | 0.09% | 0.26% | 0.35% | Q1 2019 | Q1 2023 | 9 |
Laffer Tengler Investments, Inc. | 9 | 9 | 0.01% | 0.03% | 0.11% | Q3 2020 | Q3 2022 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.11% | 0.29% | 0.51% | Q3 2021 | Q3 2023 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 9 |
PGIM Custom Harvest LLC | 4 | 4 | 0.08% | 0.26% | 0.54% | Q4 2020 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.22% | 0.29% | 0.33% | Q4 2021 | Q3 2023 | 8 |
AMERIPRISE FINANCIAL INC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
COLONY GROUP LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 8 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.10% | 0.46% | Q1 2021 | Q3 2023 | 8 |
Koshinski Asset Management, Inc. | 4 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Cetera Advisor Networks LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
TORONTO DOMINION BANK | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 6 |
Cambridge Investment Research Advisors, Inc. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Naviter Wealth, LLC | 5 | 5 | 0.29% | 1.88% | 5.22% | Q4 2021 | Q4 2022 | 5 |
Spire Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cetera Investment Advisers | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.66% | 0.68% | 0.70% | Q4 2022 | Q4 2023 | 5 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
RiverFront Investment Group, LLC | 4 | 4 | 0.28% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Main Management LLC | 4 | 4 | 0.01% | 0.03% | 0.08% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Main Management ETF Advisors, LLC | 4 | 4 | 0.76% | 0.87% | 0.93% | Q4 2022 | Q3 2023 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Source Financial Advisors LLC | 4 | 4 | 0.08% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.03% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
GLENMEDE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ALPS ADVISORS INC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2019 | Q4 2019 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Qube Research & Technologies Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.86% | 1.16% | 1.46% | Q2 2023 | Q3 2023 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PACIFIC FINANCIAL GROUP INC | 2 | 2 | 2.32% | 2.99% | 3.66% | Q2 2023 | Q3 2023 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.55% | 0.76% | 0.97% | Q2 2023 | Q3 2023 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.12% | 0.19% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.11% | 0.17% | 0.23% | Q2 2023 | Q3 2023 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Cumberland Partners Ltd | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Alliance Wealth Advisors, LLC /UT | 2 | 2 | 0.54% | 0.71% | 0.88% | Q2 2023 | Q3 2023 | 2 |
3EDGE Asset Management, LP | 2 | 2 | 5.42% | 6.56% | 7.70% | Q2 2023 | Q3 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Wealth Management Solutions, LLC | 2 | 2 | 0.14% | 0.18% | 0.21% | Q2 2023 | Q3 2023 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.14% | 0.21% | 0.28% | Q2 2023 | Q3 2023 | 2 |
ARVEST TRUST CO N A | 2 | 2 | 0.80% | 0.83% | 0.86% | Q2 2023 | Q3 2023 | 2 |
WBH ADVISORY INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Matrix Trust Co | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.22% | 0.31% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Sage Mountain Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Wallace Advisory Group, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2023 | Q3 2023 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
VONTOBEL ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Navalign, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
WESCAP Management Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2023 | Q3 2023 | 1 |
Liquid Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CPWM, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 4.26% | 4.26% | 4.26% | Q3 2023 | Q3 2023 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Scion Asset Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own FRANKLIN TEMPLETON ETF TR or have owned FRANKLIN TEMPLETON ETF TR in the past.