Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 18 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 28 | 1 | 0.00% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 29 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
HighTower Advisors, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 25 | 25 | 0.03% | 0.12% | 0.26% | Q3 2017 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.03% | 0.21% | Q4 2017 | Q3 2023 | 24 |
Capital Advisors, Ltd. LLC | 24 | 24 | 0.03% | 0.17% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Financial Enhancement Group LLC | 24 | 24 | 0.49% | 4.09% | 6.10% | Q4 2017 | Q3 2023 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23 | 23 | 0.02% | 0.44% | 0.75% | Q1 2018 | Q3 2023 | 23 |
LPL Financial LLC | 20 | 3 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 23 |
CITIGROUP INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 18 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
MORGAN STANLEY | 20 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 21 |
Cornerstone Wealth Management, LLC | 11 | 3 | 0.06% | 0.22% | 0.41% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CORRADO ADVISORS, LLC | 20 | 1 | 0.02% | 1.77% | 3.06% | Q3 2017 | Q4 2022 | 21 |
UBS Group AG | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
FLOW TRADERS U.S. LLC | 16 | 1 | 0.02% | 0.17% | 0.60% | Q1 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 20 |
Private Advisor Group, LLC | 17 | 3 | 0.00% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 19 | 19 | 0.00% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 18 |
CWM, LLC | 10 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
LexAurum Advisors, LLC | 17 | 17 | 0.19% | 0.44% | 0.74% | Q4 2017 | Q4 2021 | 17 |
Mutual Advisors, LLC | 16 | 16 | 0.02% | 0.08% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.84% | 2.12% | 3.34% | Q4 2019 | Q3 2023 | 16 |
Outlook Wealth Advisors, LLC | 16 | 16 | 0.73% | 1.13% | 2.64% | Q1 2019 | Q4 2022 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
BlackRock Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
Quantitative Advantage, LLC | 15 | 15 | 0.65% | 0.90% | 1.20% | Q3 2019 | Q1 2023 | 15 |
Sowell Financial Services LLC | 8 | 2 | 0.04% | 0.32% | 0.90% | Q4 2018 | Q3 2023 | 15 |
FIRST HAWAIIAN BANK | 14 | 14 | 0.63% | 0.89% | 1.07% | Q2 2020 | Q3 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.10% | 0.16% | 0.24% | Q3 2020 | Q4 2023 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.10% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Frontier Wealth Management LLC | 14 | 14 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q2 2022 | 14 |
SimpliFi, Inc. | 13 | 13 | 9.58% | 10.49% | 10.90% | Q3 2020 | Q3 2023 | 13 |
Financial Strategies Group, Inc. | 13 | 13 | 1.22% | 1.32% | 1.43% | Q4 2019 | Q4 2022 | 13 |
IFP Advisors, Inc | 7 | 6 | 0.00% | 0.06% | 0.19% | Q1 2020 | Q3 2023 | 13 |
Wealthcare Advisory Partners LLC | 13 | 13 | 0.05% | 0.28% | 0.41% | Q3 2020 | Q3 2023 | 13 |
SIGNATUREFD, LLC | 9 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2020 | 13 |
PRUDENTIAL FINANCIAL INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Andesa Financial Management Inc. | 12 | 12 | 0.89% | 1.76% | 2.23% | Q2 2020 | Q1 2023 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.45% | 0.91% | 1.54% | Q4 2020 | Q3 2023 | 12 |
APPLETON PARTNERS INC/MA | 12 | 12 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q4 2019 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.54% | 1.44% | 2.40% | Q4 2018 | Q3 2021 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.12% | 0.24% | Q3 2017 | Q3 2023 | 11 |
IFG Advisory, LLC | 11 | 11 | 0.06% | 0.32% | 0.54% | Q1 2021 | Q3 2023 | 11 |
GeoWealth Management, LLC | 8 | 3 | 0.00% | 0.53% | 2.38% | Q2 2019 | Q3 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.41% | 0.78% | Q3 2018 | Q1 2021 | 11 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 11 | 11 | 0.27% | 1.35% | 2.05% | Q1 2017 | Q3 2019 | 11 |
Western Wealth Management, LLC | 8 | 3 | 0.04% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 11 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q2 2023 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.01% | 0.15% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.06% | 0.50% | 1.06% | Q2 2021 | Q3 2023 | 10 |
Manning & Napier Group, LLC | 10 | 10 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q1 2020 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 7 | 3 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q4 2019 | 10 |
Atria Investments, Inc | 8 | 2 | 0.02% | 0.11% | 0.25% | Q1 2017 | Q2 2023 | 10 |
STRINGER ASSET MANAGEMENT, LLC | 9 | 9 | 1.18% | 3.06% | 5.60% | Q2 2020 | Q2 2022 | 9 |
Cambridge Investment Research Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 9 |
BESSEMER GROUP INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.02% | 0.12% | 0.66% | Q4 2019 | Q4 2021 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
US BANCORP \DE\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 1 | 0.06% | 0.20% | 0.27% | Q4 2018 | Q3 2022 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 1.60% | 2.01% | 2.58% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 2.25% | 2.57% | 3.01% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Partners, LTD. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SILVERHAWK ASSET MANAGEMENT, LLC | 7 | 7 | 6.58% | 11.78% | 15.58% | Q4 2021 | Q2 2023 | 7 |
Raleigh Capital Management Inc. | 5 | 2 | 0.01% | 0.12% | 0.29% | Q4 2021 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q2 2017 | 7 |
RAYMOND JAMES & ASSOCIATES | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 7 |
ARQ WEALTH ADVISORS, LLC | 7 | 7 | 3.88% | 3.97% | 4.07% | Q1 2022 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Keystone Financial Group | 5 | 2 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 7 | 7 | 0.04% | 0.11% | 0.24% | Q1 2022 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Syntal Capital Partners, LLC | 7 | 7 | 0.25% | 1.16% | 3.26% | Q2 2019 | Q4 2020 | 7 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q1 2019 | Q4 2021 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 3.44% | 5.10% | 7.10% | Q1 2022 | Q3 2023 | 7 |
WADDELL & ASSOCIATES, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
CX Institutional | 6 | 6 | 0.47% | 0.77% | 1.31% | Q2 2022 | Q3 2023 | 6 |
Kestra Advisory Services, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Johanson Financial Advisors, Inc. | 6 | 6 | 0.20% | 0.23% | 0.31% | Q4 2018 | Q1 2020 | 6 |
McAdam, LLC | 3 | 1 | 0.03% | 0.05% | 0.11% | Q3 2018 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.33% | 0.56% | 1.02% | Q4 2018 | Q1 2020 | 6 |
Orgel Wealth Management, LLC | 6 | 6 | 0.01% | 0.31% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Smart Money Group LLC | 4 | 1 | 2.40% | 5.70% | 6.84% | Q1 2021 | Q2 2023 | 6 |
Legacy CG, LLC | 6 | 6 | 0.46% | 0.69% | 0.87% | Q2 2022 | Q3 2023 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
IMS Capital Management | 6 | 6 | 0.14% | 0.27% | 0.34% | Q2 2016 | Q3 2017 | 6 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q4 2019 | 5 |
HARBOUR INVESTMENTS, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Stadion Money Management, LLC | 5 | 5 | 0.06% | 0.52% | 0.88% | Q3 2016 | Q3 2017 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Empirical Asset Management, LLC | 5 | 5 | 0.92% | 1.21% | 1.53% | Q4 2021 | Q4 2022 | 5 |
Brio Consultants, LLC | 5 | 5 | 0.63% | 0.66% | 0.69% | Q3 2022 | Q3 2023 | 5 |
ASSETMARK, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.02% | 0.16% | 0.30% | Q3 2022 | Q3 2023 | 5 |
KWB Wealth | 5 | 5 | 0.05% | 1.10% | 1.53% | Q3 2022 | Q3 2023 | 5 |
Financial Advocates Investment Management | 2 | 1 | 0.02% | 0.23% | 0.38% | Q3 2020 | Q1 2023 | 5 |
Cascade Investment Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Allen Capital Group, LLC | 4 | 4 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Steward Partners Investment Advisory, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 4 |
SENTINEL PENSION ADVISORS INC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2020 | Q4 2020 | 4 |
Collaborative Wealth Managment Inc. | 3 | 1 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Mariner, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Stonehearth Capital Management, LLC | 4 | 4 | 0.17% | 0.19% | 0.21% | Q4 2018 | Q3 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 2 | 2 | 0.04% | 0.15% | 0.21% | Q3 2020 | Q3 2023 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Levy Wealth Management Group, LLC | 4 | 4 | 1.59% | 1.71% | 1.82% | Q4 2022 | Q3 2023 | 4 |
Addison Advisors LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 4 |
Intelligence Driven Advisers, LLC | 4 | 4 | 9.34% | 11.13% | 12.89% | Q4 2022 | Q3 2023 | 4 |
Marshall Financial Group LLC | 4 | 4 | 0.29% | 0.29% | 0.30% | Q4 2020 | Q3 2021 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 4 |
Johnson & White Wealth Management, LLC | 3 | 3 | 3.98% | 4.65% | 5.94% | Q1 2023 | Q3 2023 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2019 | Q4 2019 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Betterment LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
PFG Advisors | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Linscomb & Williams, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.02% | 0.08% | 0.18% | Q4 2017 | Q2 2018 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 3 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q2 2019 | 3 |
January Capital Advisors LLC | 3 | 3 | 2.01% | 2.84% | 4.47% | Q4 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 3.46% | 4.08% | 5.10% | Q1 2023 | Q3 2023 | 3 |
TFB Advisors LLC | 2 | 2 | 0.23% | 0.41% | 0.59% | Q2 2023 | Q3 2023 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.30% | 0.59% | Q3 2019 | Q1 2021 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
ROCKY MOUNTAIN ADVISERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
NVWM, LLC | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
L & S Advisors Inc | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.36% | 1.54% | 1.72% | Q4 2021 | Q1 2022 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q4 2019 | 2 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.44% | 0.46% | 0.48% | Q2 2020 | Q3 2020 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q3 2020 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
NWK Group, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Wealthquest Corp | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q3 2017 | Q1 2022 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Sweet Financial Partners, LLC | 2 | 2 | 0.81% | 0.82% | 0.83% | Q2 2023 | Q3 2023 | 2 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Bridgewealth Advisory Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
COWA, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2022 | Q1 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2019 | Q2 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q1 2020 | Q1 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Beacon Bridge Wealth Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Impact Partnership 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 SPDR INDEX SHS FDS or have owned SPDR INDEX SHS FDS in the past.