Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Freedom Investment Management, Inc. | 42 | 42 | 0.04% | 0.09% | 0.26% | Q1 2013 | Q2 2023 | 42 |
WELLS FARGO & COMPANY/MN | 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 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 39 | 1 | 0.02% | 0.08% | 0.15% | Q3 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Mariner, LLC | 35 | 35 | 0.01% | 0.11% | 0.42% | Q1 2015 | Q3 2023 | 35 |
Sequoia Financial Advisors, LLC | 35 | 35 | 0.07% | 2.21% | 5.86% | Q1 2015 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
STATE STREET CORP | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 34 |
LPL Financial LLC | 29 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 34 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
CIBC WORLD MARKET INC. | 23 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 32 |
BAILARD, INC. | 20 | 10 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2020 | 30 |
EFG Asset Management (Americas) Corp. | 29 | 29 | 0.07% | 0.19% | 0.48% | Q3 2016 | Q3 2023 | 29 |
Community Bank, N.A. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 26 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 24 | 24 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 4 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 11 | 3 | 0.00% | 0.02% | 0.10% | Q1 2018 | Q2 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.15% | 0.76% | 3.41% | Q1 2019 | Q3 2023 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.35% | 1.12% | Q1 2019 | Q3 2023 | 19 |
ASSETMARK, INC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 19 |
Wealth Architects, LLC | 19 | 19 | 0.30% | 3.95% | 5.39% | Q1 2019 | Q3 2023 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 18 |
Cambridge Investment Research Advisors, Inc. | 12 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 18 |
LIBERTY WEALTH MANAGEMENT LLC | 15 | 3 | 0.01% | 0.14% | 0.34% | Q4 2018 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 18 |
Castle Rock Wealth Management, LLC | 12 | 4 | 0.10% | 0.18% | 0.39% | Q3 2019 | Q3 2023 | 16 |
FMR LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
FIRST FOUNDATION ADVISORS | 16 | 16 | 0.02% | 0.10% | 0.14% | Q2 2019 | Q1 2023 | 16 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 15 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 14 |
AGF Investments LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.05% | 0.08% | 0.12% | Q1 2020 | Q2 2023 | 14 |
Beacon Pointe Advisors, LLC | 13 | 13 | 0.09% | 0.36% | 0.75% | Q3 2020 | Q3 2023 | 13 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 13 |
LFA - Lugano Financial Advisors SA | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BRINKER CAPITAL INC | 7 | 4 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q2 2020 | 11 |
COLONY GROUP LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Boltwood Capital Management | 10 | 1 | 0.08% | 0.16% | 0.50% | Q4 2018 | Q2 2022 | 11 |
ALTFEST L J & CO INC | 8 | 3 | 0.05% | 0.12% | 0.24% | Q2 2019 | Q3 2023 | 11 |
Baldwin Investment Management, LLC | 7 | 1 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q4 2021 | 11 |
Front Row Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Virtu KCG Holdings LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Advisors Preferred, LLC | 3 | 1 | 0.02% | 0.06% | 0.09% | Q3 2014 | Q4 2022 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Column Capital Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 3.34% | 4.32% | 5.34% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.05% | 0.20% | 0.30% | Q3 2021 | Q2 2023 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 4.00% | 5.32% | 6.56% | Q4 2021 | Q3 2023 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WEST CHESTER CAPITAL ADVISORS, INC | 7 | 1 | 0.03% | 0.62% | 0.86% | Q2 2013 | Q2 2015 | 8 |
Gradient Investments LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2020 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.20% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 6 | 1 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2019 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2021 | 7 |
Bell Rock Capital LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q4 2019 | 7 |
Iron Horse Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Hedeker Wealth, LLC | 7 | 7 | 0.46% | 0.88% | 1.32% | Q1 2022 | Q3 2023 | 7 |
Carmichael Hill & Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
BLAIR WILLIAM & CO/IL | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HighTower Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 2 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 5 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.06% | 0.08% | Q1 2015 | Q3 2019 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.16% | 0.19% | 0.24% | Q1 2019 | Q1 2020 | 5 |
CBIZ Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2020 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FRANKLIN RESOURCES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Paragon Capital Management Ltd | 4 | 4 | 0.56% | 0.62% | 0.68% | Q4 2022 | Q3 2023 | 4 |
US BANCORP \DE\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
NAPLES GLOBAL ADVISORS, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.06% | 0.77% | 1.93% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2023 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
TSFG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Clearstead Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 4 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
West Wealth Group, LLC | 4 | 4 | 0.11% | 0.23% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 4 | 0.48% | 0.55% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Biltmore Capital Advisors LLC | 4 | 4 | 0.26% | 1.06% | 1.50% | Q1 2020 | Q4 2020 | 4 |
American Portfolios Advisors | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 4 |
BlackRock Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Braun-Bostich & Associates Inc. | 4 | 4 | 1.39% | 1.49% | 1.60% | Q4 2017 | Q3 2018 | 4 |
Banco de Sabadell, S.A | 4 | 4 | 1.50% | 1.59% | 1.70% | Q2 2020 | Q1 2021 | 4 |
SAXON INTERESTS, INC. | 3 | 3 | 0.34% | 0.47% | 0.67% | Q4 2022 | Q2 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Smart Money Group LLC | 3 | 3 | 2.68% | 2.78% | 2.93% | Q2 2018 | Q4 2018 | 3 |
CORRADO ADVISORS, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2018 | Q3 2018 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.10% | 0.16% | Q2 2016 | Q3 2023 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Key FInancial Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Retirement Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 3 |
Newport Capital Group, LLC | 2 | 1 | 0.66% | 1.14% | 1.55% | Q4 2022 | Q3 2023 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Kohmann Bosshard Financial Services, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Hills Bank & Trust Co | 3 | 3 | 0.78% | 0.95% | 1.07% | Q1 2023 | Q3 2023 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
TORONTO DOMINION BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2013 | 3 |
Realta Investment Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 5.43% | 6.96% | 9.03% | Q1 2015 | Q3 2015 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 0.49% | 0.51% | 0.54% | Q1 2023 | Q3 2023 | 3 |
First PREMIER Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q4 2022 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 2 |
Atria Investments, Inc | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q1 2019 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q1 2020 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.29% | 0.29% | 0.30% | Q3 2015 | Q4 2015 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 2 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Tacita Capital Inc | 2 | 2 | 0.22% | 0.31% | 0.40% | Q4 2020 | Q1 2021 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
SAGE FINANCIAL GROUP INC | 2 | 2 | 0.06% | 0.12% | 0.18% | Q4 2022 | Q1 2023 | 2 |
FIL Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Sigma Planning Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Newbridge Financial Services Group, Inc. | 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.