LATTICE STRATEGIES TR shareholder history

Current and past LATTICE STRATEGIES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 28280.00%0.04%0.12%Q4 2016Q3 202328
ENVESTNET ASSET MANAGEMENT INC 2020.00%0.00%0.02%Q3 2015Q3 202327
BANK OF AMERICA CORP /DE/ 27270.00%0.01%0.03%Q1 2017Q3 202327
HighTower Advisors, LLC 27270.00%0.01%0.02%Q1 2017Q3 202327
UBS Group AG 2610.00%0.02%0.06%Q3 2015Q3 202327
ROYAL BANK OF CANADA 26260.00%0.00%0.01%Q2 2017Q3 202326
JANE STREET GROUP, LLC 710.00%0.01%0.03%Q4 2015Q3 202326
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q1 2016Q3 202326
Cornerstone Wealth Management, LLC 2230.19%0.38%0.56%Q2 2017Q3 202325
Raymond James Financial Services Advisors, Inc. 25250.04%0.16%0.38%Q3 2017Q3 202325
US BANCORP \DE\ 25250.00%0.00%0.00%Q3 2017Q3 202325
RAYMOND JAMES & ASSOCIATES 24240.00%0.02%0.03%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.05%0.16%Q4 2017Q3 202324
MORGAN STANLEY 24240.00%0.03%0.08%Q4 2017Q3 202324
D.A. DAVIDSON & CO. 23230.01%0.05%0.13%Q1 2018Q3 202323
DAVENPORT & Co LLC 1940.00%0.01%0.01%Q2 2017Q3 202323
Janney Montgomery Scott LLC 23230.00%0.01%0.04%Q1 2018Q3 202323
MARINER INDEPENDENT ADVISOR NETWORK, LLC 23230.05%1.33%3.29%Q1 2017Q3 202223
Hartford Funds Management Co LLC 22225.76%10.13%35.97%Q2 2018Q3 202322
Private Advisor Group, LLC 22220.00%0.08%0.15%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.01%0.03%0.14%Q2 2018Q3 202322
Keystone Financial Group 2020.04%0.23%0.64%Q1 2018Q3 202322
CITIGROUP INC 22220.00%0.00%0.01%Q2 2018Q3 202322
Paracle Advisors, LLC 21210.34%4.11%6.08%Q1 2016Q1 202121
NewEdge Advisors, LLC 21210.01%0.20%0.47%Q3 2018Q3 202321
CWM, LLC 1380.00%0.00%0.00%Q2 2018Q3 202321
MML INVESTORS SERVICES, LLC 21210.00%0.02%0.05%Q2 2018Q2 202321
AMERIPRISE FINANCIAL INC 21210.00%0.04%0.11%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Cetera Advisor Networks LLC 2010.01%0.16%0.37%Q4 2017Q3 202321
WELLS FARGO & COMPANY/MN 21210.00%0.01%0.02%Q3 2018Q3 202321
STIFEL FINANCIAL CORP 21210.00%0.01%0.04%Q3 2018Q3 202321
Gladstone Institutional Advisory LLC 20200.02%0.22%0.54%Q4 2018Q3 202320
CREATIVE FINANCIAL DESIGNS INC /ADV 20200.00%0.09%0.45%Q4 2018Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20200.00%0.01%0.05%Q4 2018Q3 202320
WESCAP Management Group, Inc. 20200.74%1.08%1.85%Q4 2018Q3 202320
EVERMAY WEALTH MANAGEMENT LLC 20200.02%0.20%0.40%Q4 2018Q3 202320
WealthPLAN Partners, LLC 1550.13%1.76%3.84%Q3 2018Q4 202320
Cranbrook Wealth Management, LLC 20200.70%2.05%3.40%Q4 2018Q3 202320
Baird Financial Group, Inc. 1370.00%0.00%0.01%Q2 2018Q2 202320
FMR LLC 1280.00%0.00%0.00%Q3 2018Q3 202320
White Pine Investment CO 20200.16%3.04%4.34%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20201.45%2.73%5.95%Q4 2018Q3 202320
IFP Advisors, Inc 1730.01%0.07%0.38%Q2 2018Q3 202320
LADENBURG THALMANN FINANCIAL SERVICES INC. 19190.00%0.01%0.02%Q2 2015Q4 201919
Aptus Capital Advisors, LLC 19190.01%0.24%1.09%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.03%0.05%Q1 2019Q3 202319
Clarius Group, LLC 19190.26%1.61%2.34%Q1 2019Q3 202319
OneDigital Investment Advisors LLC 19190.06%0.73%2.35%Q1 2019Q3 202319
Cetera Investment Advisers 19190.01%0.10%0.31%Q1 2019Q3 202319
First PREMIER Bank 19190.15%0.31%0.49%Q1 2019Q3 202319
J.P. Morgan Private Wealth Advisors LLC 18180.00%0.02%0.03%Q2 2019Q3 202318
Resource Planning Group 18180.89%2.03%3.36%Q2 2019Q3 202318
Kistler-Tiffany Companies, LLC 18180.02%0.46%1.30%Q2 2018Q3 202218
Lattice Strategies LLC 171712.48%19.67%24.35%Q1 2015Q1 201917
WELLINGTON MANAGEMENT GROUP LLP 17170.00%0.00%0.00%Q3 2019Q3 202317
Trilogy Capital Inc. 16162.14%2.49%2.81%Q4 2019Q3 202316
Sowa Financial Group, Inc. 16162.43%2.83%3.35%Q4 2019Q3 202316
Baystate Wealth Management LLC 16161.76%2.49%4.64%Q4 2019Q3 202316
FOSTER & MOTLEY INC 16160.49%3.54%4.39%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.01%0.04%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.04%0.22%0.60%Q4 2019Q3 202316
SlateStone Wealth, LLC 16160.08%1.39%2.81%Q4 2019Q3 202316
Brinker Capital Investments, LLC 1210.00%0.25%1.56%Q2 2018Q3 202215
IAG Wealth Partners, LLC 15151.31%3.37%5.01%Q1 2020Q3 202315
Parallel Advisors, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Quantitative Advantage, LLC 15151.00%1.65%2.20%Q3 2019Q1 202315
Executive Wealth Management, LLC 15150.03%1.57%2.39%Q4 2018Q2 202215
Citadel Advisors 610.00%0.00%0.01%Q3 2016Q1 202315
Dorsey & Whitney Trust CO LLC 870.10%0.22%0.34%Q4 2018Q3 202215
HOWARD FINANCIAL SERVICES, LTD. 15150.99%2.41%3.67%Q1 2020Q3 202315
Global Retirement Partners, LLC 870.00%0.01%0.02%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.04%0.07%Q1 2020Q3 202315
Allworth Financial LP 1210.00%0.00%0.02%Q2 2019Q3 202314
AdvisorNet Financial, Inc 14140.01%0.05%0.24%Q2 2020Q3 202314
CLIENT 1ST ADVISORY GROUP, LLC 14140.30%1.15%3.42%Q2 2020Q3 202314
THRIVENT FINANCIAL FOR LUTHERANS 1310.00%0.00%0.01%Q3 2019Q1 202314
Titus Wealth Management 13130.14%0.20%0.30%Q2 2019Q2 202213
Financial Advocates Investment Management 730.02%0.06%0.14%Q4 2017Q3 202313
ARGI Investment Services, LLC 13134.78%5.33%5.84%Q4 2019Q4 202213
Centric Wealth Management 940.09%0.40%1.24%Q4 2018Q1 202213
Mutual Advisors, LLC 710.01%0.03%0.06%Q2 2019Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.22%0.38%0.54%Q4 2018Q3 202112
Advisor Group, Inc. 12120.00%0.05%0.08%Q1 2017Q4 201912
Capital Asset Advisory Services LLC 12120.01%0.15%0.28%Q4 2019Q3 202212
OLD MISSION CAPITAL LLC 610.02%0.17%0.50%Q1 2020Q3 202312
Good Life Advisors, LLC 12120.04%1.14%2.04%Q3 2018Q2 202112
HOEY INVESTMENTS, INC 12120.01%0.01%0.01%Q4 2020Q3 202312
Intrua Financial, LLC 12120.11%0.28%0.60%Q2 2020Q1 202312
TUCKER ASSET MANAGEMENT LLC 12120.01%0.02%0.09%Q4 2020Q3 202312
Kestra Advisory Services, LLC 1010.02%0.02%0.03%Q3 2020Q3 202311
Fermata Advisors, LLC 11110.55%2.28%7.60%Q1 2021Q3 202311
SIGNATUREFD, LLC 11110.00%0.01%0.01%Q4 2018Q2 202111
Clearview Wealth Advisors LLC 11110.02%0.13%1.03%Q4 2020Q2 202311
Horan Securities, Inc. 740.02%0.14%0.50%Q3 2020Q2 202311
ENCOMPASS WEALTH ADVISORS, LLC 11110.29%0.39%0.78%Q4 2020Q2 202311
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Jacobi Capital Management LLC 10100.00%0.00%0.01%Q1 2018Q2 202010
NEXT Financial Group, Inc 640.00%0.01%0.05%Q2 2019Q4 202110
Strategic Blueprint, LLC 10100.03%0.49%1.64%Q2 2020Q3 202210
SENTINEL PENSION ADVISORS INC 10100.07%0.12%0.40%Q4 2019Q1 202210
Bank of New York Mellon Corp 710.00%0.00%0.00%Q1 2018Q3 202310
JPMORGAN CHASE & CO 610.00%0.00%0.01%Q4 2018Q3 202310
LINCOLN NATIONAL CORP 10100.02%0.07%0.09%Q2 2018Q3 202010
RFG Advisory, LLC 10100.05%0.09%0.13%Q4 2018Q1 202110
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 990.00%0.03%0.12%Q3 2021Q3 20239
COLDSTREAM CAPITAL MANAGEMENT INC 540.13%0.66%1.17%Q2 2021Q3 20239
Parcion Private Wealth LLC 990.02%2.53%8.46%Q1 2020Q1 20229
Marshall Financial Group LLC 990.20%0.66%1.15%Q4 2020Q4 20229
Golden State Wealth Management, LLC 420.05%0.66%1.43%Q1 2019Q1 20229
PNC FINANCIAL SERVICES GROUP, INC. 990.00%0.00%0.00%Q1 2019Q1 20219
Creative Planning 990.00%0.00%0.00%Q4 2020Q4 20229
FLAGSTAR ADVISORS INC 990.41%0.48%0.57%Q3 2021Q3 20239
Onyx Bridge Wealth Group LLC 630.05%2.45%11.77%Q4 2020Q2 20239
BAKER TILLY WEALTH MANAGEMENT, LLC 810.09%0.68%1.06%Q4 2020Q3 20239
Stratos Wealth Advisors, LLC 990.02%0.27%0.74%Q1 2020Q1 20229
Ameritas Investment Company, LLC 990.02%0.06%0.08%Q3 2019Q3 20219
BB&T SECURITIES, LLC 990.01%0.08%0.16%Q3 2017Q3 20199
Eagle Strategies LLC 880.12%0.57%1.45%Q4 2021Q3 20238
Smart Portfolios, LLC 711.53%5.02%6.04%Q2 2018Q1 20228
Kathleen S. Wright Associates Inc. 880.12%0.22%0.39%Q4 2021Q3 20238
FLAGSHIP HARBOR ADVISORS, LLC 620.00%0.01%0.02%Q2 2018Q3 20208
Stearns Financial Services Group 880.19%5.22%7.13%Q4 2018Q3 20208
IEQ CAPITAL, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
55I, LLC 880.01%0.18%0.61%Q2 2020Q1 20228
American Portfolios Advisors 880.00%0.00%0.00%Q4 2020Q3 20228
PSI Advisors, LLC 510.00%0.01%0.03%Q4 2019Q2 20238
Ameritas Advisory Services, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Qube Research & Technologies Ltd 310.00%0.02%0.06%Q1 2020Q3 20238
Advisory Services Network, LLC 510.00%0.00%0.00%Q1 2019Q1 20238
DEUTSCHE BANK AG\ 530.00%0.00%0.00%Q2 2019Q2 20218
WEDBUSH SECURITIES INC 610.05%0.07%0.11%Q4 2019Q3 20217
Andesa Financial Management Inc. 770.50%1.06%1.92%Q3 2018Q1 20207
Atria Investments, Inc 770.19%0.40%0.48%Q2 2018Q4 20197
Professional Financial Advisors, LLC 770.00%0.01%0.01%Q1 2021Q3 20227
VIVID FINANCIAL MANAGEMENT, INC. 770.16%1.43%3.74%Q2 2020Q4 20217
Steward Partners Investment Advisory, LLC 310.00%0.07%0.18%Q3 2019Q3 20237
CENTAURUS FINANCIAL, INC. 770.01%0.05%0.18%Q3 2020Q1 20227
Smith, Salley & Associates 770.02%0.03%0.06%Q4 2020Q2 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.08%0.31%Q1 2021Q4 20227
Newbridge Financial Services Group, Inc. 770.00%0.00%0.00%Q3 2021Q1 20237
Equitable Holdings, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
Patriot Financial Group Insurance Agency, LLC 770.01%0.15%0.37%Q2 2020Q4 20217
FLOW TRADERS U.S. LLC 210.01%0.05%0.10%Q1 2019Q3 20237
Weaver Consulting Group 770.00%0.00%0.01%Q1 2019Q3 20207
Avior Wealth Management, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Arlington Partners LLC 770.00%0.00%0.00%Q3 2020Q1 20227
STRATEGIC WEALTH MANAGEMENT INC 773.65%4.48%5.04%Q2 2018Q4 20197
WCG Wealth Advisors LLC 660.22%2.96%4.02%Q2 2022Q3 20237
PRIVATE TRUST CO NA 660.00%0.00%0.01%Q2 2022Q3 20236
Congress Wealth Management LLC / DE / 660.01%0.04%0.06%Q4 2021Q1 20236
Wagner Wealth Management, LLC 510.01%0.88%1.81%Q3 2018Q3 20236
WealthPlan Investment Management, LLC 410.01%0.09%0.18%Q1 2022Q4 20236
Rise Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Spectrum Wealth Advisory Group, LLC 660.49%4.84%6.04%Q1 2019Q2 20206
Carroll Financial Associates, Inc. 660.00%0.00%0.00%Q3 2019Q4 20206
Lido Advisors, LLC 420.02%0.02%0.04%Q1 2019Q3 20236
Newman Dignan & Sheerar, Inc. 420.03%0.23%0.54%Q1 2019Q3 20226
Western Wealth Management, LLC 660.05%0.10%0.15%Q3 2019Q4 20206
Renaissance Technologies 310.00%0.00%0.00%Q3 2020Q2 20236
EMFO, LLC 660.46%0.68%0.99%Q2 2021Q3 20226
GUARDIAN WEALTH ADVISORS, LLC / NC 660.08%0.09%0.10%Q2 2022Q3 20236
First Allied Advisory Services, Inc. 550.01%0.01%0.01%Q2 2019Q2 20205
WealthBridge Capital Management, LLC 550.17%0.20%0.25%Q4 2018Q4 20195
Strategic Asset Management, LLC 550.18%0.23%0.37%Q3 2021Q3 20225
ASSETMARK, INC 110.00%0.00%0.00%Q4 2019Q3 20235
Sowell Financial Services LLC 550.00%0.01%0.02%Q1 2020Q1 20215
Mariner, LLC 410.00%0.00%0.01%Q3 2019Q3 20235
FIFTH THIRD BANCORP 550.00%0.00%0.00%Q1 2020Q1 20215
Amplius Wealth Advisors, LLC 550.05%0.13%0.20%Q4 2021Q4 20225
Spire Wealth Management 320.00%0.00%0.00%Q1 2022Q3 20235
Clear Creek Financial Management, LLC 321.05%2.17%4.01%Q4 2019Q1 20215
Cribstone Capital Management, LLC 550.01%0.01%0.02%Q2 2021Q2 20225
Nicholas Hoffman & Company, LLC. 550.01%0.05%0.08%Q1 2021Q1 20225
Spectrum Planning & Advisory Services Inc. 550.22%0.47%1.32%Q4 2020Q4 20215
Belpointe Asset Management LLC 320.00%0.04%0.11%Q2 2020Q1 20235
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 550.10%0.10%0.11%Q3 2022Q3 20235
LIBERTY WEALTH MANAGEMENT LLC 550.01%0.03%0.04%Q3 2020Q3 20215
PRW Wealth Management LLC 552.52%3.05%3.42%Q4 2018Q4 20195
Advisor Resource Council 550.22%0.37%0.56%Q2 2021Q2 20225
Sunbelt Securities, Inc. 320.00%0.21%0.46%Q4 2018Q3 20235
Close Asset Management Ltd 550.00%0.00%0.00%Q3 2022Q3 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.26%0.28%0.32%Q4 2018Q4 20195
Empirical Asset Management, LLC 550.47%0.80%1.09%Q4 2021Q4 20225
Horst & Graben Wealth Management LLC 550.06%0.80%1.68%Q2 2020Q2 20215
Strategic Family Wealth Counselors, L.L.C. 440.16%0.35%0.60%Q3 2019Q2 20204
Emerald Advisors, LLC 440.38%1.32%1.71%Q4 2019Q3 20204
Mill Creek Capital Advisors, LLC 445.28%5.43%5.52%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.10%0.15%0.18%Q4 2022Q3 20234
Princeton Global Asset Management LLC 440.04%0.07%0.10%Q2 2019Q1 20204
Karpus Management, Inc. 440.29%0.42%0.54%Q1 2019Q4 20194
Vawter Financial, Ltd. 445.90%6.56%7.27%Q4 2022Q3 20234
Great Point Wealth Advisors, LLC 440.10%0.16%0.25%Q1 2020Q4 20204
Capital Investment Advisory Services, LLC 440.01%0.01%0.03%Q4 2018Q3 20194
Cooper Financial Group 440.08%1.66%2.78%Q2 2020Q1 20214
Arden Trust Co 441.54%2.38%2.79%Q1 2023Q4 20234
tru Independence LLC 310.00%0.00%0.00%Q4 2019Q4 20204
Smith Anglin Financial, LLC 440.03%0.05%0.06%Q3 2022Q2 20234
Virtu KCG Holdings LLC 310.01%0.02%0.03%Q1 2015Q1 20164
Savior LLC 210.02%0.07%0.22%Q4 2019Q3 20224
Goldstein Advisors, LLC 441.68%2.44%4.59%Q4 2022Q3 20234
YARGER WEALTH STRATEGIES, LLC 440.44%0.83%1.57%Q4 2021Q3 20224
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.01%0.02%Q2 2022Q3 20234
EVERGREEN CAPITAL MANAGEMENT LLC 440.22%0.23%0.24%Q4 2022Q3 20234
RDA Financial Network 440.14%0.22%0.31%Q2 2020Q1 20214
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q3 2021Q1 20223
GREAT VALLEY ADVISOR GROUP, INC. 330.06%0.06%0.07%Q1 2020Q3 20203
CAPTRUST FINANCIAL ADVISORS 210.00%0.03%0.04%Q1 2022Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Bedel Financial Consulting, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Sandy Spring Bank 330.01%0.01%0.01%Q2 2019Q4 20193
Austin Private Wealth, LLC 330.53%0.82%1.13%Q2 2020Q4 20203
OPTIMUM INVESTMENT ADVISORS 330.00%0.00%0.00%Q1 2018Q3 20183
Trexquant Investment LP 330.06%0.07%0.08%Q1 2020Q3 20203
PCA Investment Advisory Services Inc. 330.35%0.40%0.45%Q1 2023Q3 20233
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.33%0.61%0.76%Q2 2020Q4 20203
QUADRANT CAPITAL GROUP LLC 210.01%0.01%0.03%Q2 2020Q1 20213
Pinnacle Private Wealth, LLC 330.16%0.18%0.19%Q4 2021Q2 20223
Inscription Capital, LLC 332.10%3.35%4.97%Q2 2019Q4 20193
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.01%Q1 2022Q4 20223
Stonebridge Capital Advisors LLC 110.01%0.02%0.02%Q1 2022Q1 20232
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q2 2023Q3 20232
LexAurum Advisors, LLC 220.08%0.12%0.15%Q3 2020Q4 20202
TCWP LLC 220.05%0.07%0.08%Q4 2021Q1 20222
One Wealth Advisors, LLC 110.01%0.10%0.19%Q4 2020Q4 20222
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Sageworth Trust Co 220.00%0.00%0.00%Q4 2021Q1 20222
BESSEMER GROUP INC 220.00%0.00%0.00%Q4 2021Q1 20222
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
BCWM, LLC 220.07%0.08%0.08%Q1 2021Q2 20212
Cerity Partners LLC 220.69%0.85%1.02%Q2 2023Q3 20232
Cascadia Advisory Services, LLC 220.24%0.30%0.35%Q2 2020Q3 20202
Arete Wealth Advisors, LLC 220.10%0.10%0.11%Q1 2019Q2 20192
Lindbrook Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
HM PAYSON & CO 220.00%0.00%0.00%Q2 2021Q3 20212
Valmark Advisers, Inc. 220.01%0.01%0.01%Q1 2021Q2 20212
Smithfield Trust Co 220.00%0.00%0.00%Q2 2023Q3 20232
AE Wealth Management LLC 110.02%0.03%0.04%Q2 2020Q4 20202
Golden State Equity Partners 220.11%0.11%0.12%Q2 2021Q3 20212
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.02%Q1 2020Q3 20222
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Smart Money Group LLC 221.27%1.27%1.27%Q2 2020Q3 20202
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Archer Investment Corp 110.00%0.00%0.01%Q4 2018Q4 20222
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q1 20202
BlackRock Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
Sageworth Trust Co of South Dakota 220.10%0.10%0.11%Q4 2021Q1 20222
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2015Q1 20202
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.01%0.01%Q1 2020Q2 20202
MANCHESTER FINANCIAL INC 220.01%0.01%0.01%Q4 2020Q1 20212
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Certified Advisory Corp 110.00%0.00%0.00%Q2 2019Q2 20191
Ascension Capital Advisors, Inc. 110.14%0.14%0.14%Q4 2019Q4 20191
Truvestments Capital LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Permit Capital Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
TRUEWEALTH LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Ellsworth Advisors, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q2 2019Q2 20191
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Geneos Wealth Management Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Cedar Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Pitti Group Wealth Management, LLC 111.40%1.40%1.40%Q4 2021Q4 20211
Bogart Wealth, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
Advisors Preferred, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
CLARIS ADVISORS, LLC / MO / 110.14%0.14%0.14%Q3 2023Q3 20231
SteelPeak Wealth, LLC 110.39%0.39%0.39%Q4 2020Q4 20201
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2021Q1 20211
Truadvice, LLC 110.35%0.35%0.35%Q3 2020Q3 20201
OLD MISSION CAPITAL, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Merriman Wealth Management, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
GeoWealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CITY HOLDING CO 110.00%0.00%0.00%Q2 2020Q2 20201
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q4 2018Q4 20181
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Westside Investment Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
ACG Wealth 110.02%0.02%0.02%Q2 2022Q2 20221
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Berger Financial Group, Inc 112.00%2.00%2.00%Q4 2020Q4 20201
CFS Investment Advisory Services, LLC 110.68%0.68%0.68%Q4 2020Q4 20201
Gryphon Financial Partners LLC 110.29%0.29%0.29%Q4 2018Q4 20181
JNBA Financial Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Horan Capital Advisors, LLC. 110.09%0.09%0.09%Q3 2020Q3 20201
TRANSCEND CAPITAL ADVISORS, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Northstar Advisory Group, LLC 110.24%0.24%0.24%Q3 2021Q3 20211
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Beacon Financial Advisory LLC 110.20%0.20%0.20%Q3 2020Q3 20201
FIRETHORN WEALTH PARTNERS, LLC 110.52%0.52%0.52%Q4 2020Q4 20201
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Next Capital Management LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Glenview Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Simplicity Solutions, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Cassady Schiller Wealth Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Archford Capital Strategies, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
LAKE STREET ADVISORS GROUP, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2018Q2 20181
Virtu Financial LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Live Your Vision, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Copperleaf Capital, LLC 112.11%2.11%2.11%Q4 2020Q4 20201
External links

This page lists all the filers that currently own LATTICE STRATEGIES TR or have owned LATTICE STRATEGIES TR in the past.