Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 44 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | 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% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.16% | 0.27% | 0.38% | 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% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Madden Advisory Services, Inc. | 36 | 1 | 0.14% | 0.31% | 0.52% | Q2 2013 | Q2 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.16% | 0.26% | 0.34% | Q2 2013 | Q2 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BROWN ADVISORY INC | 32 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.06% | 0.17% | Q1 2015 | Q3 2023 | 35 |
Country Club Trust Company, n.a. | 20 | 14 | 0.22% | 0.58% | 1.47% | Q2 2013 | Q4 2021 | 34 |
AMERIPRISE FINANCIAL INC | 30 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Koshinski Asset Management, Inc. | 17 | 16 | 0.12% | 0.26% | 0.47% | Q2 2015 | Q3 2023 | 33 |
US BANCORP \DE\ | 25 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
BANK OF MONTREAL /CAN/ | 28 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 30 |
Sandy Spring Bank | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
KCM INVESTMENT ADVISORS LLC | 27 | 27 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
CWM, LLC | 19 | 8 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 26 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q1 2023 | 26 |
Steward Partners Investment Advisory, LLC | 26 | 26 | 0.00% | 0.06% | 0.24% | Q2 2017 | Q3 2023 | 26 |
STIFEL FINANCIAL CORP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
JPMORGAN CHASE & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Creative Planning | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.10% | 0.13% | 0.16% | Q2 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
People's United Financial, Inc. | 17 | 3 | 0.01% | 0.03% | 0.40% | Q2 2013 | Q2 2018 | 20 |
L. Roy Papp & Associates, LLP | 7 | 1 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2021 | 20 |
Advisory Services Network, LLC | 9 | 5 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2021 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.03% | 0.19% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 19 |
Carroll Financial Associates, Inc. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 19 |
HOWE & RUSLING INC | 16 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Baird Financial Group, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 18 |
Winslow, Evans & Crocker, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2020 | 18 |
Well Done, LLC | 18 | 18 | 0.10% | 0.17% | 0.31% | Q4 2016 | Q1 2021 | 18 |
HUNTINGTON NATIONAL BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Mutual Advisors, LLC | 18 | 18 | 0.04% | 0.10% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Cetera Advisors LLC | 17 | 17 | 0.01% | 0.10% | 0.16% | Q1 2015 | Q1 2019 | 17 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 12 | 2 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2022 | 17 |
Portfolio Strategies, Inc. | 17 | 17 | 1.97% | 3.39% | 4.42% | Q4 2017 | Q4 2021 | 17 |
ATLAS CAPITAL ADVISORS LLC | 12 | 5 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Biltmore Family Office, LLC | 15 | 1 | 0.00% | 0.01% | 0.08% | Q2 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q1 2017 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.03% | 0.14% | Q3 2018 | Q2 2022 | 16 |
Geneos Wealth Management Inc. | 9 | 7 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q4 2022 | 16 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 16 | 16 | 0.01% | 0.07% | 0.21% | Q3 2017 | Q2 2021 | 16 |
Advisors Preferred, LLC | 4 | 1 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q1 2021 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
CHATHAM CAPITAL GROUP, INC. | 11 | 5 | 0.04% | 0.07% | 0.10% | Q2 2017 | Q1 2022 | 16 |
E&G Advisors, LP | 8 | 1 | 0.08% | 0.12% | 0.20% | Q1 2018 | Q1 2022 | 15 |
WFG Advisors, LP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Hudock, Inc. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BB&T SECURITIES, LLC | 15 | 15 | 0.10% | 0.16% | 0.18% | Q1 2015 | Q3 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 8 | 3 | 0.00% | 0.11% | 0.23% | Q4 2016 | Q3 2023 | 15 |
RiverFront Investment Group, LLC | 15 | 15 | 2.71% | 4.96% | 6.42% | Q1 2015 | Q3 2018 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.02% | 1.74% | 3.26% | Q4 2018 | Q2 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Aries Wealth Management | 7 | 6 | 0.09% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 13 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9 | 1 | 0.05% | 0.10% | 0.20% | Q4 2019 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Independence Bank of Kentucky | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
SUNTRUST BANKS INC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2019 | 12 |
MML INVESTORS SERVICES, LLC | 5 | 1 | 0.00% | 0.41% | 4.83% | Q1 2017 | Q1 2023 | 12 |
CIBC WORLD MARKET INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.14% | 0.25% | 0.53% | Q4 2020 | Q3 2023 | 12 |
IMC-Chicago, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 12 |
RWA WEALTH PARTNERS, LLC | 12 | 12 | 0.01% | 0.39% | 0.88% | Q4 2020 | Q3 2023 | 12 |
Geneva Partners, LLC | 9 | 3 | 0.23% | 0.44% | 0.70% | Q2 2020 | Q3 2023 | 12 |
FCA CORP /TX | 12 | 12 | 1.23% | 1.44% | 1.57% | Q2 2013 | Q1 2016 | 12 |
Stanley-Laman Group, Ltd. | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
WealthShield Partners, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q1 2023 | 12 |
Baltimore-Washington Financial Advisors, Inc. | 12 | 12 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q1 2022 | 12 |
Advocacy Wealth Management Services, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2018 | 12 |
FAS Wealth Partners, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
NEXT Financial Group, Inc | 6 | 5 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 11 |
Krilogy Financial LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2018 | 11 |
Newport Wealth Strategies, Inc. | 6 | 4 | 0.21% | 0.26% | 0.36% | Q4 2017 | Q3 2021 | 10 |
COMMERCE BANK | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Key FInancial Inc | 9 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2022 | 10 |
Squar Milner Financial Services LLC | 10 | 10 | 0.27% | 0.49% | 0.71% | Q1 2018 | Q2 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CHURCHILL MANAGEMENT Corp | 5 | 5 | 0.01% | 0.26% | 0.56% | Q4 2017 | Q4 2021 | 10 |
CITIGROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 10 |
FDx Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 9 |
Ancora Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
FIFTH THIRD BANCORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2018 | 9 |
Wealthspire Advisors, L.P. | 9 | 9 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q1 2019 | 9 |
MATHER GROUP, LLC. | 9 | 9 | 0.02% | 0.94% | 1.61% | Q1 2017 | Q1 2019 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.00% | 0.06% | 0.27% | Q1 2018 | Q1 2020 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
DB Wealth Management Group, LLC | 8 | 8 | 0.04% | 0.14% | 0.26% | Q4 2020 | Q3 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Latitude Advisors, LLC | 8 | 8 | 0.17% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 0.00% | 0.28% | 1.20% | Q4 2021 | Q3 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q2 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
Atria Investments, Inc | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2015 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
NATIONAL PLANNING CORP | 8 | 8 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Full Sail Capital, LLC | 5 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 2 | 0.08% | 0.42% | 2.11% | Q4 2019 | Q4 2021 | 7 |
CREDIT SUISSE AG/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2014 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
SlateStone Wealth, LLC | 7 | 7 | 0.06% | 0.25% | 0.69% | Q4 2021 | Q2 2023 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.08% | 0.13% | 0.22% | Q4 2021 | Q3 2023 | 7 |
PCG Wealth Advisors, LLC | 7 | 7 | 0.17% | 0.24% | 0.34% | Q4 2021 | Q2 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
LifePlan Financial Group, Inc | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2020 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 1 | 0.02% | 0.04% | 0.11% | Q4 2018 | Q4 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.17% | 0.20% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Cordasco Financial Network | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
SIGNATUREFD, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q2 2016 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 6 |
PRINCETON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.24% | 0.41% | 0.60% | Q2 2017 | Q3 2018 | 6 |
Beacon Pointe Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
SUTTON PLACE INVESTORS LLC | 4 | 2 | 0.30% | 0.42% | 0.78% | Q4 2021 | Q2 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.06% | 0.12% | 0.23% | Q2 2021 | Q4 2022 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.01% | 0.30% | 0.50% | Q1 2019 | Q2 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SG Americas Securities, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 6 |
Advanced Asset Management Advisors Inc | 3 | 1 | 0.00% | 0.14% | 0.24% | Q4 2017 | Q4 2022 | 6 |
CABOT WEALTH MANAGEMENT INC | 6 | 6 | 0.13% | 0.20% | 0.28% | Q2 2013 | Q3 2014 | 6 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q4 2017 | 5 |
SCOTIA CAPITAL INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.31% | 1.52% | Q3 2018 | Q1 2021 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
BADGLEY PHELPS & BELL INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Ahrens Investment Partners LLC | 5 | 5 | 0.10% | 0.10% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Cooper Financial Group | 5 | 5 | 2.46% | 3.09% | 4.30% | Q4 2018 | Q4 2019 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.12% | 0.24% | 0.40% | Q4 2015 | Q2 2018 | 5 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2016 | 5 |
Bartlett & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q3 2018 | 5 |
DEUTSCHE BANK AG\ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 5 |
Placemark Investments, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q4 2022 | 5 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 4 |
Watermark Asset Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 4 |
MGO ONE SEVEN LLC | 2 | 2 | 0.02% | 0.16% | 0.21% | Q4 2017 | Q4 2018 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Ameritas Advisory Services, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q1 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 4.22% | 5.02% | 5.45% | Q4 2022 | Q3 2023 | 4 |
Retirement Group, LLC | 4 | 4 | 0.03% | 0.07% | 0.11% | Q3 2020 | Q2 2021 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
COUNTRY TRUST BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q1 2020 | 4 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.22% | 0.46% | 0.99% | Q1 2019 | Q4 2019 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 4 |
Smart Money Group LLC | 4 | 4 | 0.87% | 1.21% | 1.88% | Q1 2019 | Q4 2019 | 4 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.04% | 0.10% | 0.18% | Q1 2021 | Q4 2021 | 4 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SRS Capital Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
American Portfolios Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 3 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
REDW Wealth LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q2 2016 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 3 |
American Financial Network Advisory Services LLC | 2 | 1 | 0.01% | 0.87% | 2.58% | Q3 2017 | Q3 2019 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2018 | 3 |
NWAM LLC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q2 2012 | Q4 2012 | 3 |
Activest Wealth Management | 2 | 1 | 0.02% | 0.09% | 0.24% | Q3 2022 | Q2 2023 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.23% | 0.30% | 0.37% | Q1 2020 | Q3 2020 | 3 |
CLIENT 1ST ADVISORY GROUP, LLC | 3 | 3 | 0.23% | 1.69% | 3.14% | Q4 2019 | Q2 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
First Command Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.14% | 0.18% | 0.21% | Q4 2019 | Q3 2021 | 3 |
CORRADO ADVISORS, LLC | 3 | 3 | 0.20% | 0.24% | 0.28% | Q1 2018 | Q3 2018 | 3 |
Systelligence, LLC | 3 | 3 | 0.55% | 0.87% | 1.48% | Q4 2020 | Q2 2021 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q2 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q4 2020 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.12% | 0.24% | Q3 2019 | Q2 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
Wechter Feldman Wealth Management, Inc. | 2 | 2 | 4.25% | 4.28% | 4.30% | Q1 2018 | Q2 2018 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
KWB Wealth | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
RDA Financial Network | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q3 2019 | 2 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
SFG Wealth Management, LLC. | 2 | 2 | 0.83% | 1.07% | 1.31% | Q2 2023 | Q3 2023 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2023 | 2 |
CX Institutional | 2 | 2 | 0.07% | 0.16% | 0.25% | Q4 2022 | Q1 2023 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Ironwood Financial, llc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.16% | 0.27% | 0.39% | Q1 2023 | Q3 2023 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Keystone Financial Group | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 2 |
Noven Financial Group, Inc. | 1 | 1 | 0.26% | 0.65% | 1.04% | Q1 2014 | Q4 2015 | 2 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 9.23% | 9.52% | 9.81% | Q2 2018 | Q3 2018 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ACG Wealth | 1 | 1 | 0.01% | 0.08% | 0.14% | Q3 2018 | Q2 2022 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q1 2020 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
RFP Financial Group LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
Ruggie Capital Group | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Menard Financial Group LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2019 | Q4 2019 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2020 | Q2 2020 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Rappaport Reiches Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2019 | Q3 2019 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Financial Guidance Group, Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2022 | Q4 2022 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2016 | Q3 2016 | 1 |
Austin Private Wealth, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2019 | Q4 2019 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2022 | Q1 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own SPDR SERIES TRUST or have owned SPDR SERIES TRUST in the past.