Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 34 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 36 | 36 | 0.05% | 0.22% | 0.52% | Q4 2013 | Q3 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 34 |
HighTower Advisors, LLC | 33 | 33 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q2 2023 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
ASSETMARK, INC | 15 | 5 | 0.00% | 0.09% | 0.34% | Q3 2013 | Q3 2023 | 30 |
WHITTIER TRUST CO | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.02% | 0.29% | 1.84% | Q3 2013 | Q3 2023 | 28 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 27 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 24 |
DAVENPORT & Co LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2020 | 23 |
Freedom Investment Management, Inc. | 23 | 23 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q1 2019 | 23 |
Tradewinds Capital Management, LLC | 18 | 5 | 0.00% | 1.26% | 8.38% | Q3 2017 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Allen Capital Group, LLC | 20 | 3 | 0.15% | 0.49% | 2.04% | Q4 2017 | Q3 2023 | 23 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 21 |
RAYMOND JAMES & ASSOCIATES | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 21 |
MAI Capital Management | 21 | 21 | 0.01% | 0.05% | 0.11% | Q4 2014 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 19 |
Roble, Belko & Company, Inc | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2019 | 19 |
CITIGROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 18 |
MURPHY CAPITAL MANAGEMENT INC | 17 | 1 | 0.07% | 0.17% | 0.24% | Q4 2014 | Q1 2020 | 18 |
Geneos Wealth Management Inc. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2021 | 18 |
NewSquare Capital LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
STATE STREET CORP | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2021 | 17 |
Koshinski Asset Management, Inc. | 16 | 16 | 0.11% | 0.27% | 0.44% | Q1 2015 | Q4 2018 | 16 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.06% | 0.17% | Q3 2015 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 16 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 5 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2020 | 15 |
Brinker Capital Investments, LLC | 15 | 15 | 0.03% | 0.11% | 0.22% | Q2 2013 | Q4 2016 | 15 |
Integrated Advisors Network LLC | 11 | 4 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Aspire Private Capital, LLC | 10 | 5 | 0.00% | 0.86% | 2.67% | Q3 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Whitnell & Co. | 14 | 14 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q3 2016 | 14 |
Dougherty Wealth Advisers LLC | 14 | 14 | 0.05% | 0.10% | 0.14% | Q4 2018 | Q1 2022 | 14 |
GFS Advisors, LLC | 8 | 6 | 0.13% | 0.51% | 1.11% | Q2 2013 | Q2 2018 | 14 |
Focused Wealth Management, Inc | 14 | 14 | 0.00% | 0.03% | 0.24% | Q1 2018 | Q2 2021 | 14 |
Patten Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 14 |
BlackRock Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
AMERIPRISE FINANCIAL INC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 13 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2020 | 13 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
Moors & Cabot, Inc. | 8 | 4 | 0.02% | 0.09% | 0.19% | Q2 2017 | Q4 2021 | 12 |
Cambridge Investment Research Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2023 | 12 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 11 |
NATIONAL PLANNING CORP | 11 | 11 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Creative Planning | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 11 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 11 | 11 | 0.16% | 0.29% | 0.38% | Q3 2015 | Q1 2018 | 11 |
Walkner Condon Financial Advisors LLC | 7 | 1 | 0.39% | 0.57% | 0.71% | Q4 2019 | Q3 2023 | 10 |
IHT Wealth Management, LLC | 9 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q1 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.08% | Q1 2021 | Q3 2023 | 10 |
US BANCORP \DE\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 10 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 8 | 1 | 1.41% | 6.07% | 8.14% | Q4 2016 | Q4 2019 | 9 |
Bay Harbor Wealth Management, LLC | 3 | 1 | 0.00% | 0.08% | 0.30% | Q3 2019 | Q4 2022 | 9 |
WEALTHSOURCE PARTNERS, LLC | 9 | 9 | 0.11% | 0.18% | 0.23% | Q1 2017 | Q1 2019 | 9 |
Barrett Asset Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 9 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Patriot Financial Group Insurance Agency, LLC | 7 | 2 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q2 2022 | 9 |
Equitable Holdings, Inc. | 5 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Steward Partners Investment Advisory, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Integrated Wealth Management | 8 | 8 | 0.05% | 0.08% | 0.15% | Q2 2015 | Q1 2017 | 8 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q2 2023 | 8 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 8 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q4 2016 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 8 |
Aveo Capital Partners, LLC | 4 | 1 | 0.05% | 0.13% | 0.20% | Q4 2019 | Q2 2023 | 8 |
Castleview Partners, LLC | 5 | 1 | 0.03% | 0.06% | 0.16% | Q2 2021 | Q3 2023 | 8 |
TOTH FINANCIAL ADVISORY CORP | 8 | 8 | 0.20% | 0.42% | 0.63% | Q3 2013 | Q2 2015 | 8 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
ALTFEST L J & CO INC | 7 | 7 | 0.11% | 0.21% | 0.48% | Q4 2016 | Q2 2018 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2015 | 7 |
Strategic Investment Advisors / MI | 3 | 1 | 0.05% | 0.09% | 0.13% | Q4 2019 | Q2 2023 | 7 |
Compagnie Lombard Odier SCmA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Cypress Wealth Services, LLC | 7 | 7 | 0.09% | 0.14% | 0.17% | Q4 2017 | Q2 2019 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Fisher Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
GeoWealth Management, LLC | 4 | 3 | 0.04% | 0.21% | 0.43% | Q2 2021 | Q2 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
CreativeOne Wealth, LLC | 4 | 3 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q2 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Global Financial Private Capital, Inc | 3 | 3 | 0.15% | 0.29% | 0.42% | Q2 2017 | Q1 2020 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FIFTH THIRD BANCORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 6 |
Realta Investment Advisors | 2 | 2 | 0.03% | 0.06% | 0.13% | Q3 2021 | Q3 2023 | 6 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Ascent Group, LLC | 5 | 1 | 0.04% | 0.14% | 0.28% | Q4 2021 | Q2 2023 | 6 |
Truadvice, LLC | 3 | 3 | 0.15% | 0.35% | 0.58% | Q2 2021 | Q2 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Virtue Capital Management, LLC | 6 | 6 | 0.03% | 0.06% | 0.13% | Q4 2021 | Q1 2023 | 6 |
Keystone Financial Group | 4 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Raleigh Capital Management Inc. | 5 | 1 | 0.00% | 0.69% | 1.84% | Q4 2021 | Q3 2023 | 6 |
STIFEL FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Capital Investment Advisory Services, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Csenge Advisory Group | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q2 2023 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 6 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2022 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2014 | 5 |
Treasure Coast Financial Planning | 5 | 5 | 0.31% | 1.29% | 2.25% | Q3 2022 | Q3 2023 | 5 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Raymond James Financial Services Advisors, Inc. | 3 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 5 |
Coastwise Capital Group, LLC | 5 | 5 | 0.67% | 0.73% | 0.80% | Q1 2022 | Q1 2023 | 5 |
Covestor Ltd | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 5 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 5 |
Bellwether Advisors, LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Arete Wealth Advisors, LLC | 3 | 2 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
XPONANCE, INC. | 5 | 5 | 2.18% | 3.25% | 5.95% | Q4 2017 | Q4 2018 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.08% | 0.13% | Q4 2018 | Q4 2019 | 5 |
NORTHERN TRUST CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
1832 Asset Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Prestige Wealth Management Group LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Wolf Group Capital Advisors | 2 | 1 | 0.04% | 0.12% | 0.17% | Q2 2019 | Q4 2021 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Advisor Resource Council | 5 | 5 | 0.16% | 0.25% | 0.38% | Q2 2021 | Q2 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.08% | 0.18% | 0.29% | Q3 2021 | Q3 2022 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.06% | 0.11% | 0.16% | Q4 2021 | Q2 2023 | 4 |
HOWE & RUSLING INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Mirador Capital Partners LP | 3 | 1 | 0.12% | 0.13% | 0.13% | Q2 2017 | Q1 2019 | 4 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.05% | 0.20% | Q3 2018 | Q1 2020 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 1.99% | 2.12% | 2.25% | Q2 2017 | Q1 2018 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.92% | 0.95% | 0.99% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.12% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Fusion Family Wealth LLC | 3 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
HM PAYSON & CO | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Cedar Mountain Advisors, LLC | 3 | 3 | 2.26% | 2.29% | 2.33% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Worth Financial Advisory Group, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
COLONY GROUP LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q3 2015 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Personal Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Balboa Wealth Partners | 3 | 3 | 0.12% | 0.16% | 0.21% | Q4 2022 | Q2 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 3 |
Aptus Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.26% | 0.43% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Formidable Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.02% | 0.19% | 0.41% | Q2 2021 | Q1 2023 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MML INVESTORS SERVICES, LLC | 2 | 1 | 0.00% | 0.95% | 2.86% | Q1 2017 | Q1 2022 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Gruss & Co., LLC | 2 | 2 | 0.44% | 0.45% | 0.45% | Q3 2013 | Q4 2013 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.17% | 0.39% | 0.61% | Q2 2014 | Q3 2014 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.09% | 0.17% | Q2 2018 | Q1 2019 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 2 |
American Trust | 2 | 2 | 0.23% | 0.24% | 0.25% | Q1 2023 | Q2 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Center For Asset Management LLC | 1 | 1 | 0.25% | 0.26% | 0.26% | Q2 2021 | Q4 2021 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.28% | 0.30% | 0.31% | Q1 2023 | Q2 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Pacific Sage Partners, LLC | 2 | 2 | 1.22% | 1.44% | 1.67% | Q4 2022 | Q1 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Apella Capital, LLC | 2 | 2 | 0.07% | 0.11% | 0.14% | Q2 2021 | Q3 2021 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2019 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
Argent Trust Co | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 2 |
KWB Wealth | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 2 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 2 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Valtinson Bruner Financial Planning LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Summit Asset Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2014 | Q3 2014 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Alliance Wealth Management Group | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2015 | Q4 2015 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2018 | Q4 2018 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Key FInancial Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TD Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2021 | Q3 2021 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2023 | Q2 2023 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Activest Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own SPDR INDEX SHS FDS or have owned SPDR INDEX SHS FDS in the past.