Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
BANK OF AMERICA CORP /DE/ | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
LPL Financial LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Financial Enhancement Group LLC | 19 | 19 | 1.65% | 4.91% | 8.10% | Q1 2019 | Q3 2023 | 19 |
ATWOOD & PALMER INC | 18 | 18 | 0.06% | 1.60% | 2.84% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Horizon Investments, LLC | 7 | 4 | 0.20% | 0.49% | 0.78% | Q1 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.01% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Heritage Trust Co | 16 | 16 | 0.24% | 0.32% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.06% | 0.10% | 0.24% | Q4 2019 | Q3 2023 | 16 |
SPC Financial, Inc. | 16 | 16 | 0.30% | 4.08% | 6.29% | Q4 2019 | Q3 2023 | 16 |
Mendel Money Management | 14 | 2 | 0.40% | 1.67% | 2.80% | Q3 2019 | Q3 2023 | 16 |
Flaharty Asset Management, LLC | 15 | 15 | 0.09% | 0.35% | 3.56% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 9 | 6 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 15 |
Western Wealth Management, LLC | 10 | 5 | 0.03% | 0.18% | 0.63% | Q1 2019 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Gladstone Institutional Advisory LLC | 13 | 2 | 0.02% | 0.25% | 0.47% | Q2 2019 | Q3 2023 | 15 |
PFS INVESTMENTS INC. | 14 | 14 | 0.01% | 0.12% | 0.29% | Q1 2020 | Q2 2023 | 14 |
Avalon Investment & Advisory | 13 | 13 | 0.32% | 0.54% | 0.86% | Q1 2020 | Q1 2023 | 13 |
B. Riley Wealth Management, Inc. | 13 | 13 | 0.10% | 0.31% | 0.42% | Q1 2019 | Q1 2022 | 13 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
Orion Portfolio Solutions, LLC | 9 | 4 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 7 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
Brinker Capital Investments, LLC | 13 | 13 | 0.02% | 0.07% | 0.22% | Q4 2019 | Q4 2022 | 13 |
Sage Advisory Services, Ltd.Co. | 13 | 13 | 0.27% | 1.03% | 2.25% | Q1 2020 | Q1 2023 | 13 |
North Star Investment Management Corp. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BAILARD, INC. | 12 | 12 | 0.60% | 1.39% | 1.90% | Q4 2020 | Q3 2023 | 12 |
Citadel Advisors | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 12 | 12 | 2.85% | 4.13% | 4.68% | Q4 2020 | Q3 2023 | 12 |
Sargent Investment Group, LLC | 12 | 12 | 0.10% | 0.13% | 0.20% | Q4 2019 | Q3 2022 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 8 | 3 | 0.00% | 0.05% | 0.34% | Q4 2020 | Q3 2023 | 11 |
Argent Trust Co | 11 | 11 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q2 2022 | 11 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.19% | 0.29% | 0.39% | Q4 2020 | Q3 2023 | 11 |
INSPIRION WEALTH ADVISORS, LLC | 11 | 11 | 0.24% | 1.24% | 2.00% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 5 | 3 | 0.03% | 0.11% | 0.22% | Q1 2020 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.04% | 0.19% | 0.41% | Q4 2020 | Q3 2023 | 11 |
Good Life Advisors, LLC | 5 | 5 | 0.07% | 0.20% | 0.38% | Q1 2021 | Q3 2023 | 10 |
Advisors Asset Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Divergent Planning, LLC | 10 | 10 | 8.98% | 12.83% | 16.51% | Q2 2021 | Q3 2023 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Legacy Private Trust Co. | 9 | 9 | 0.03% | 0.74% | 1.16% | Q1 2020 | Q1 2022 | 9 |
Madison Asset Management, LLC | 9 | 9 | 0.38% | 0.63% | 1.17% | Q3 2021 | Q3 2023 | 9 |
Raymond James Financial Services Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
PFG Advisors | 9 | 9 | 0.03% | 0.10% | 0.14% | Q3 2020 | Q3 2022 | 9 |
Capital Market Strategies LLC | 8 | 8 | 0.42% | 1.20% | 1.62% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 1.90% | 2.51% | 3.09% | Q4 2021 | Q3 2023 | 8 |
USCA RIA LLC | 8 | 8 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q4 2020 | 8 |
Icon Wealth Partners, LLC | 8 | 8 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q1 2022 | 8 |
CAPITAL ADVISORS INC/OK | 8 | 8 | 0.01% | 1.46% | 2.17% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 8 |
Altus Wealth Group LLC | 8 | 8 | 0.22% | 0.35% | 0.41% | Q4 2020 | Q3 2022 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
Tranquilli Financial Advisor LLC | 6 | 1 | 0.20% | 0.36% | 0.48% | Q4 2021 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 7 |
SeaCrest Wealth Management, LLC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
GeoWealth Management, LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q4 2022 | 7 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 7 |
SHEPHERD KAPLAN KROCHUK, LLC | 7 | 7 | 2.80% | 3.56% | 4.60% | Q1 2022 | Q3 2023 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.17% | 0.20% | 0.24% | Q2 2020 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.34% | 0.52% | 0.87% | Q1 2022 | Q3 2023 | 7 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
WNY Asset Management, LLC | 7 | 7 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q2 2022 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 6 | 1 | 0.29% | 0.52% | 0.67% | Q4 2021 | Q3 2023 | 7 |
Pinnacle Advisory Group, Inc. | 7 | 7 | 1.54% | 3.84% | 4.78% | Q3 2019 | Q1 2021 | 7 |
Creative Planning | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Mirae Asset Global Investments Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
US BANCORP \DE\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.18% | 0.52% | Q4 2020 | Q4 2022 | 7 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
CreativeOne Wealth, LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q2 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
KWB Wealth | 6 | 6 | 0.04% | 0.30% | 0.50% | Q2 2022 | Q3 2023 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.07% | 0.19% | 0.28% | Q1 2021 | Q2 2022 | 6 |
CITY HOLDING CO | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.07% | 0.21% | Q3 2021 | Q3 2023 | 6 |
Aaron Wealth Advisors LLC | 5 | 5 | 2.46% | 3.05% | 3.81% | Q4 2020 | Q4 2021 | 5 |
Center for Financial Planning, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Advisory Resource Group | 5 | 5 | 0.78% | 0.84% | 0.92% | Q3 2022 | Q3 2023 | 5 |
Atria Investments, Inc | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Bensler, LLC | 4 | 1 | 0.57% | 0.79% | 1.58% | Q4 2021 | Q2 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.80% | 0.95% | 1.08% | Q2 2022 | Q2 2023 | 5 |
Baker Ellis Asset Management LLC | 5 | 5 | 0.23% | 0.39% | 0.71% | Q3 2021 | Q3 2022 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q3 2021 | 5 |
Belpointe Asset Management LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
JANUS HENDERSON GROUP PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.08% | 0.17% | 0.26% | Q4 2020 | Q3 2021 | 4 |
Altman Advisors, Inc. | 4 | 4 | 0.16% | 1.34% | 2.20% | Q3 2020 | Q2 2021 | 4 |
STIFEL FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 1.84% | 1.98% | 2.17% | Q4 2022 | Q3 2023 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Arden Trust Co | 4 | 4 | 1.57% | 2.02% | 2.85% | Q1 2023 | Q4 2023 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.12% | 0.22% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Greenwich Wealth Management LLC | 3 | 3 | 0.08% | 0.15% | 0.22% | Q1 2023 | Q3 2023 | 3 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Gradient Investments LLC | 3 | 3 | 1.74% | 1.94% | 2.04% | Q1 2023 | Q3 2023 | 3 |
SeaBridge Investment Advisors LLC | 2 | 1 | 0.08% | 0.56% | 0.80% | Q2 2022 | Q3 2023 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.24% | 0.73% | 1.26% | Q4 2018 | Q2 2019 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.03% | 0.19% | 0.40% | Q3 2021 | Q1 2022 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.25% | 0.29% | 0.36% | Q1 2023 | Q3 2023 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
American Portfolios Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
SAXON INTERESTS, INC. | 3 | 3 | 0.63% | 0.75% | 0.90% | Q4 2022 | Q2 2023 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.15% | 0.19% | 0.24% | Q1 2023 | Q3 2023 | 3 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 2 | 1 | 0.86% | 0.96% | 1.05% | Q3 2022 | Q3 2023 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 3 |
Andesa Financial Management Inc. | 3 | 3 | 2.25% | 2.54% | 2.88% | Q3 2020 | Q1 2021 | 3 |
Ifrah Financial Services, Inc. | 2 | 2 | 0.28% | 0.55% | 0.81% | Q4 2021 | Q1 2022 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Americana Partners, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 1.27% | 2.37% | 3.47% | Q2 2023 | Q3 2023 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ERn Financial, LLC | 2 | 2 | 0.26% | 0.29% | 0.33% | Q4 2021 | Q1 2022 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 0.69% | 2.71% | 4.74% | Q2 2022 | Q3 2022 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CITIGROUP INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Inspire Advisors, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
FOSTER & MOTLEY INC | 2 | 2 | 1.18% | 1.25% | 1.32% | Q2 2023 | Q3 2023 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.12% | 0.19% | 0.26% | Q2 2023 | Q3 2023 | 2 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Sequoia Wealth Management, LLC | 2 | 2 | 0.67% | 0.70% | 0.72% | Q1 2019 | Q2 2019 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hochman Cole Investment Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Asio Capital, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
SouthState Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CGN Advisors LLC | 1 | 1 | 3.01% | 3.01% | 3.01% | Q4 2023 | Q4 2023 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Presidio Capital Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mayfair Advisory Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
First National Bank of South Miami | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
PATRON PARTNERS, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own JANUS DETROIT STR TR or have owned JANUS DETROIT STR TR in the past.