Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Private Advisor Group, LLC | 31 | 31 | 0.01% | 0.08% | 0.19% | Q1 2016 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 29 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 30 |
Cetera Advisor Networks LLC | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
UBS Group AG | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 10 | 0.00% | 0.01% | 0.24% | Q3 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 21 | 7 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
FLAGSHIP HARBOR ADVISORS, LLC | 21 | 3 | 0.02% | 0.14% | 0.34% | Q4 2016 | Q2 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.12% | 0.27% | 0.49% | Q4 2017 | Q3 2023 | 24 |
CX Institutional | 22 | 22 | 0.05% | 0.98% | 3.02% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2022 | 20 |
Financial Engines Advisors L.L.C. | 20 | 20 | 0.11% | 0.37% | 0.89% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 18 |
Geneos Wealth Management Inc. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
Migdal Insurance & Financial Holdings Ltd. | 18 | 18 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 18 |
GOLDMAN SACHS GROUP INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
HOWE & RUSLING INC | 18 | 18 | 0.00% | 0.18% | 0.68% | Q2 2018 | Q3 2022 | 18 |
Laird Norton Wetherby Wealth Management, LLC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Sterling Investment Advisors, Ltd. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2022 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 9 | 4 | 0.00% | 0.77% | 2.25% | Q4 2016 | Q4 2021 | 18 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Allworth Financial LP | 17 | 17 | 0.01% | 0.23% | 1.15% | Q3 2019 | Q3 2023 | 17 |
Gradient Investments LLC | 16 | 16 | 0.00% | 0.76% | 2.15% | Q4 2019 | Q3 2023 | 16 |
QS Investors, LLC | 16 | 16 | 1.79% | 2.13% | 2.44% | Q3 2017 | Q2 2021 | 16 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.04% | 0.16% | Q1 2018 | Q3 2023 | 16 |
DAVENPORT & Co LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.17% | 1.66% | 2.34% | Q4 2019 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 1.48% | 1.89% | 2.18% | Q4 2019 | Q3 2023 | 16 |
Western Wealth Management, LLC | 8 | 8 | 0.02% | 0.05% | 0.16% | Q3 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 11 | 4 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 10 | 5 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Investors Research Corp | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
ACG Wealth | 9 | 1 | 0.01% | 0.22% | 1.27% | Q4 2017 | Q2 2022 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 14 |
Arden Trust Co | 14 | 14 | 0.60% | 2.24% | 4.48% | Q3 2020 | Q4 2023 | 14 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
FMR LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
MONEYWISE, INC. | 14 | 14 | 0.18% | 0.37% | 0.60% | Q3 2016 | Q4 2019 | 14 |
Virtu Financial LLC | 5 | 1 | 0.04% | 0.13% | 0.71% | Q2 2016 | Q1 2022 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
Good Life Advisors, LLC | 7 | 4 | 0.03% | 0.20% | 0.68% | Q1 2017 | Q3 2023 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 11 |
Tradewinds Capital Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 11 |
Cornerstone Wealth Management, LLC | 9 | 1 | 0.02% | 0.20% | 0.88% | Q1 2016 | Q3 2018 | 10 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 10 |
Strategic Blueprint, LLC | 7 | 1 | 0.02% | 0.10% | 0.53% | Q1 2020 | Q4 2022 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 10 |
S. R. Schill & Associates | 6 | 1 | 0.09% | 0.11% | 0.28% | Q1 2020 | Q2 2023 | 10 |
SYNOVUS FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q4 2021 | 9 |
Cetera Investment Advisers | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 4 | 0.02% | 0.06% | 0.12% | Q2 2017 | Q3 2019 | 9 |
US BANCORP \DE\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
Andesa Financial Management Inc. | 7 | 1 | 0.34% | 0.59% | 1.15% | Q4 2017 | Q4 2019 | 8 |
VALLEY NATIONAL ADVISERS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Stratos Investment Management, LLC | 6 | 2 | 0.04% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 8 |
FRANKLIN RESOURCES INC | 8 | 8 | 0.00% | 0.04% | 0.07% | Q3 2021 | Q2 2023 | 8 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Asset Dedication, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Koshinski Asset Management, Inc. | 4 | 3 | 0.02% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2017 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
Baird Financial Group, Inc. | 6 | 6 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q1 2020 | 6 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 6 |
Greenwich Wealth Management LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
Covestor Ltd | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2021 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 6 | 0.03% | 0.06% | 0.07% | Q2 2016 | Q3 2017 | 6 |
Apexium Financial, LP | 5 | 1 | 0.07% | 0.16% | 0.54% | Q4 2019 | Q3 2023 | 6 |
First Heartland Consultants, Inc. | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
360 Financial, Inc. | 5 | 5 | 0.12% | 0.26% | 0.36% | Q3 2022 | Q3 2023 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Joseph P. Lucia & Associates, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
Certified Advisory Corp | 5 | 5 | 0.23% | 0.33% | 0.38% | Q2 2019 | Q2 2020 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 5 |
ALBION FINANCIAL GROUP /UT | 5 | 5 | 2.17% | 4.92% | 6.83% | Q3 2022 | Q3 2023 | 5 |
Magnus Financial Group LLC | 5 | 5 | 0.08% | 0.11% | 0.20% | Q1 2020 | Q1 2021 | 5 |
PSI Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q2 2022 | 5 |
CFS Investment Advisory Services, LLC | 5 | 5 | 0.06% | 0.39% | 1.37% | Q3 2021 | Q3 2022 | 5 |
Prospera Financial Services Inc | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 5 |
Financial Advocates Investment Management | 5 | 5 | 0.05% | 0.22% | 0.44% | Q3 2022 | Q3 2023 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
TAP Consulting, LLC | 4 | 4 | 0.98% | 1.01% | 1.03% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Edelman Financial Services, LLC | 4 | 4 | 0.00% | 0.99% | 1.35% | Q1 2018 | Q4 2018 | 4 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 4 |
JT Stratford LLC | 4 | 4 | 0.29% | 0.33% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Sound View Wealth Advisors Group, LLC | 4 | 4 | 0.07% | 0.23% | 0.41% | Q2 2019 | Q1 2020 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 2.27% | 3.80% | 4.53% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HBW ADVISORY SERVICES LLC | 4 | 4 | 0.06% | 0.37% | 0.53% | Q3 2022 | Q2 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.03% | 0.12% | Q2 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q1 2020 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.15% | 0.19% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.74% | 1.63% | 1.96% | Q4 2017 | Q3 2018 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Tennessee Valley Asset Management Partners | 4 | 4 | 0.34% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.19% | 0.46% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.66% | 0.68% | 0.71% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 3 | 3 | 0.55% | 0.59% | 0.64% | Q4 2022 | Q2 2023 | 3 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hartford Financial Management Inc. | 2 | 1 | 0.03% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 3 |
Betterment LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Intrepid Financial Planning Group LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Benchmark Financial Wealth Advisors, LLC | 3 | 3 | 10.03% | 11.30% | 12.86% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
SkyOak Wealth, LLC | 3 | 3 | 0.14% | 0.18% | 0.23% | Q4 2019 | Q2 2020 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Element Wealth, LLC | 2 | 1 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q4 2022 | 3 |
Quaker Wealth Management, LLC | 3 | 3 | 0.58% | 0.84% | 1.22% | Q4 2019 | Q2 2020 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
GW HENSSLER & ASSOCIATES LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Summit Financial Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q3 2019 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Hefty Wealth Partners | 2 | 2 | 0.59% | 1.05% | 1.51% | Q4 2017 | Q1 2018 | 2 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.94% | 1.66% | 2.38% | Q4 2017 | Q1 2018 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.43% | 0.44% | 0.44% | Q4 2018 | Q1 2019 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2019 | Q4 2019 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q2 2021 | Q2 2021 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Atria Investments, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CXI Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q1 2019 | Q1 2019 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2016 | Q4 2016 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cherry Creek Investment Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Sageworth Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own LEGG MASON ETF INVT TR or have owned LEGG MASON ETF INVT TR in the past.