Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 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 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.13% | 0.78% | Q3 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 34 |
PNC FINANCIAL SERVICES GROUP, INC. | 32 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.02% | 0.12% | Q2 2014 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 17 | 1 | 0.00% | 0.10% | 0.66% | Q4 2014 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 26 |
Mariner, LLC | 26 | 26 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q1 2022 | 26 |
JPMORGAN CHASE & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 26 | 26 | 0.08% | 2.80% | 4.50% | Q3 2013 | Q4 2019 | 26 |
NEW ENGLAND ASSET MANAGEMENT INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.06% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Stadion Money Management, LLC | 24 | 24 | 0.14% | 1.49% | 2.73% | Q3 2016 | Q2 2022 | 24 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q4 2021 | 23 |
NYL Investors LLC | 23 | 23 | 1.35% | 2.58% | 4.59% | Q1 2018 | Q3 2023 | 23 |
PFG Advisors | 20 | 1 | 0.03% | 0.25% | 0.53% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 21 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2022 | 20 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Bank of New York Mellon Corp | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 18 | 18 | 0.15% | 0.39% | 0.73% | Q1 2019 | Q2 2023 | 18 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q3 2022 | 18 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 18 |
AE Wealth Management LLC | 12 | 4 | 0.01% | 0.04% | 0.14% | Q2 2019 | Q3 2023 | 16 |
AlphaStar Capital Management, LLC | 10 | 6 | 0.02% | 0.18% | 0.54% | Q1 2018 | Q2 2022 | 16 |
TRUEFG, LLC | 16 | 16 | 0.33% | 0.57% | 0.90% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Advisory Services Network, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.09% | 0.30% | Q4 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 15 |
WEALTHSOURCE PARTNERS, LLC | 7 | 1 | 0.02% | 0.62% | 3.25% | Q1 2019 | Q3 2023 | 15 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.00% | 0.05% | 0.17% | Q2 2018 | Q3 2022 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
NewSquare Capital LLC | 11 | 3 | 0.00% | 0.90% | 2.85% | Q3 2014 | Q2 2022 | 14 |
Aspire Private Capital, LLC | 14 | 14 | 0.00% | 0.88% | 2.09% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.02% | 0.16% | Q2 2020 | Q3 2023 | 14 |
PETERSON WEALTH MANAGEMENT | 14 | 14 | 0.26% | 4.27% | 6.66% | Q4 2019 | Q1 2023 | 14 |
Psagot Value Holdings Ltd. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
CLIENT 1ST ADVISORY GROUP, LLC | 13 | 13 | 0.11% | 1.47% | 4.66% | Q2 2020 | Q2 2023 | 13 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.44% | 0.64% | 0.86% | Q4 2014 | Q4 2017 | 13 |
Advisory Alpha, LLC | 11 | 2 | 0.02% | 1.20% | 3.37% | Q2 2018 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Mutual Advisors, LLC | 11 | 2 | 0.01% | 0.12% | 0.33% | Q2 2019 | Q3 2023 | 13 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.15% | 0.31% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 12 |
Sound Income Strategies, LLC | 12 | 12 | 0.00% | 0.06% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Advisors Asset Management, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Archer Investment Corp | 12 | 12 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.01% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Exchange Capital Management, Inc. | 12 | 12 | 0.02% | 0.22% | 0.50% | Q4 2015 | Q3 2018 | 12 |
Raymond James Financial Services Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q2 2023 | 12 |
Cardan Capital Partners, LLC | 12 | 12 | 0.15% | 0.25% | 0.74% | Q4 2018 | Q3 2021 | 12 |
MSI Financial Services Inc | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 11 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.07% | 0.15% | Q3 2018 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.13% | 0.20% | 0.27% | Q1 2018 | Q3 2020 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.28% | 2.58% | Q4 2020 | Q2 2023 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 11 |
Private Advisor Group, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
METROPOLITAN LIFE INSURANCE CO/NY | 11 | 11 | 0.43% | 0.79% | 1.21% | Q4 2020 | Q2 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 5 | 2 | 0.00% | 0.04% | 0.27% | Q4 2019 | Q3 2023 | 10 |
Legacy Financial Group LLC | 4 | 2 | 0.07% | 0.80% | 2.23% | Q4 2020 | Q3 2023 | 10 |
NSI Retail Advisors, LLC | 10 | 10 | 0.21% | 0.30% | 0.38% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.10% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.04% | 0.16% | Q3 2018 | Q4 2020 | 10 |
CreativeOne Wealth, LLC | 9 | 1 | 0.02% | 0.07% | 0.13% | Q4 2020 | Q2 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2020 | 10 |
Providence First Trust Co | 10 | 10 | 2.02% | 2.40% | 4.25% | Q3 2017 | Q4 2019 | 10 |
Financial Enhancement Group LLC | 10 | 10 | 0.00% | 2.94% | 8.35% | Q4 2017 | Q1 2020 | 10 |
TRUIST FINANCIAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Eagle Ridge Investment Management | 9 | 9 | 0.04% | 0.08% | 0.14% | Q2 2016 | Q2 2018 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 9 |
EP Wealth Advisors, LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.05% | 0.12% | Q2 2021 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 8 | 1 | 0.00% | 0.01% | 0.11% | Q1 2014 | Q1 2022 | 9 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.32% | 1.20% | Q3 2020 | Q3 2023 | 9 |
CONNING INC. | 9 | 9 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q1 2023 | 9 |
Capital Asset Advisory Services LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q1 2022 | 9 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.17% | Q4 2019 | Q3 2023 | 9 |
GUGGENHEIM CAPITAL LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Bluefin Trading, LLC | 4 | 2 | 0.02% | 0.23% | 1.01% | Q1 2015 | Q2 2019 | 9 |
55I, LLC | 8 | 8 | 0.14% | 0.45% | 1.29% | Q2 2020 | Q1 2022 | 8 |
Crew Capital Management, Ltd. | 8 | 8 | 0.29% | 0.33% | 0.38% | Q1 2021 | Q4 2022 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Neuberger Berman Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 8 |
Kestra Advisory Services, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q4 2022 | 8 |
RAYMOND JAMES & ASSOCIATES | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 8 |
Stratos Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.08% | 0.28% | Q2 2020 | Q1 2022 | 8 |
Wealthcare Advisory Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.97% | 1.42% | 2.00% | Q1 2021 | Q3 2023 | 8 |
HBW ADVISORY SERVICES LLC | 7 | 1 | 0.04% | 0.42% | 0.76% | Q4 2019 | Q3 2023 | 8 |
WealthShield Partners, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 8 |
STIFEL FINANCIAL CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.66% | 1.07% | 1.73% | Q1 2021 | Q3 2023 | 8 |
PRIVATE TRUST CO NA | 5 | 3 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 8 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.05% | 0.44% | 1.67% | Q4 2020 | Q2 2023 | 8 |
Cooper Financial Group | 4 | 4 | 0.08% | 2.28% | 5.13% | Q4 2018 | Q1 2021 | 8 |
Bay Harbor Wealth Management, LLC | 8 | 8 | 0.02% | 0.09% | 0.18% | Q2 2020 | Q1 2022 | 8 |
Virtu KCG Holdings LLC | 3 | 2 | 0.01% | 0.03% | 0.11% | Q3 2013 | Q4 2016 | 7 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q4 2019 | 7 |
Northwest Capital Management Inc | 5 | 2 | 0.05% | 0.84% | 1.92% | Q3 2021 | Q3 2023 | 7 |
HORIZON FINANCIAL SERVICES, LLC | 6 | 1 | 0.00% | 2.60% | 4.99% | Q3 2020 | Q3 2022 | 7 |
Spire Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q2 2023 | 7 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 7 |
Kaizen Financial Strategies | 4 | 1 | 0.20% | 0.27% | 0.42% | Q4 2020 | Q4 2022 | 7 |
Verition Fund Management LLC | 4 | 1 | 0.01% | 0.10% | 0.32% | Q2 2019 | Q4 2021 | 7 |
Covington Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.28% | 0.58% | Q4 2019 | Q1 2022 | 7 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.38% | 0.94% | Q3 2014 | Q3 2023 | 6 |
Good Life Advisors, LLC | 6 | 6 | 0.04% | 0.21% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Elite Wealth Management, Inc. | 6 | 6 | 0.00% | 0.02% | 0.05% | Q3 2012 | Q4 2013 | 6 |
MML INVESTORS SERVICES, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.49% | 0.53% | 0.56% | Q4 2021 | Q1 2023 | 6 |
Strategic Investment Advisors / MI | 6 | 6 | 0.08% | 0.13% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Horst & Graben Wealth Management LLC | 6 | 6 | 0.06% | 0.88% | 2.19% | Q2 2020 | Q3 2021 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
GeoWealth Management, LLC | 6 | 6 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q1 2022 | 6 |
Truadvice, LLC | 6 | 6 | 0.11% | 0.31% | 0.76% | Q3 2020 | Q4 2021 | 6 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.02% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2018 | Q3 2019 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.07% | 0.24% | Q2 2021 | Q4 2022 | 6 |
TRUST CO OF VERMONT | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 6 |
Center For Asset Management LLC | 6 | 6 | 0.23% | 0.29% | 0.34% | Q4 2020 | Q1 2022 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.19% | 0.59% | 0.83% | Q1 2019 | Q4 2020 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 5 |
RFG Advisory, LLC | 4 | 1 | 0.05% | 0.09% | 0.14% | Q1 2019 | Q1 2021 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Lee Financial Group Hawaii, Inc. | 5 | 5 | 0.27% | 2.33% | 3.96% | Q4 2018 | Q4 2019 | 5 |
Aveo Capital Partners, LLC | 5 | 5 | 0.12% | 0.15% | 0.18% | Q1 2021 | Q1 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.07% | 0.19% | 0.26% | Q3 2021 | Q3 2022 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 4 | 1 | 0.29% | 1.83% | 2.84% | Q4 2019 | Q1 2021 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Strategic Blueprint, LLC | 5 | 5 | 0.02% | 0.12% | 0.22% | Q2 2020 | Q2 2021 | 5 |
McKinley Carter Wealth Services, Inc. | 5 | 5 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Archford Capital Strategies, LLC | 3 | 1 | 0.00% | 0.07% | 0.09% | Q2 2019 | Q4 2020 | 4 |
FIRST TRUST ADVISORS LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 4 |
KEMPER Corp | 4 | 4 | 6.94% | 7.46% | 8.28% | Q1 2019 | Q4 2019 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.30% | 1.88% | 2.92% | Q4 2021 | Q3 2022 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.04% | 0.09% | 0.18% | Q4 2021 | Q3 2022 | 4 |
Copperleaf Capital, LLC | 4 | 4 | 0.20% | 1.57% | 5.20% | Q3 2020 | Q2 2021 | 4 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 4 | 4 | 2.81% | 6.35% | 7.89% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 4 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 4 |
Twelve Points Wealth Management LLC | 4 | 4 | 3.10% | 3.64% | 4.12% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 4 |
Private Advisory Group LLC | 1 | 1 | 0.12% | 0.25% | 0.40% | Q4 2017 | Q1 2023 | 4 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.16% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q2 2021 | 4 |
Global Financial Private Capital, Inc | 3 | 1 | 0.10% | 0.12% | 0.16% | Q1 2017 | Q2 2020 | 4 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Hedeker Wealth, LLC | 3 | 3 | 1.35% | 1.98% | 2.31% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.09% | 0.12% | 0.18% | Q2 2020 | Q4 2020 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.13% | 0.27% | Q4 2014 | Q2 2015 | 3 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Valmark Advisers, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2022 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.09% | 0.14% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 3 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.49% | 0.51% | 0.53% | Q2 2018 | Q4 2018 | 3 |
Western Wealth Management, LLC | 1 | 1 | 0.03% | 0.11% | 0.25% | Q2 2020 | Q2 2021 | 3 |
FIFTH THIRD BANCORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.21% | 0.24% | 0.28% | Q1 2020 | Q3 2020 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 3 |
ONE Advisory Partners, LLC | 3 | 3 | 0.18% | 0.23% | 0.32% | Q2 2020 | Q4 2020 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.61% | 0.82% | 1.07% | Q2 2020 | Q4 2020 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
VAN STRUM & TOWNE INC. | 3 | 3 | 0.72% | 0.77% | 0.81% | Q1 2023 | Q3 2023 | 3 |
Miracle Mile Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Cetera Advisor Networks LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Apella Capital, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 3 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
RDA Financial Network | 3 | 3 | 0.09% | 0.14% | 0.17% | Q2 2020 | Q4 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 2 | 2 | 0.89% | 1.32% | 1.75% | Q4 2021 | Q1 2022 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Covestor Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q3 2020 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Econ Financial Services Corp | 2 | 2 | 1.07% | 1.10% | 1.12% | Q1 2023 | Q2 2023 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
SouthState Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FINANCIAL LIFE ADVISORS | 2 | 2 | 0.62% | 0.77% | 0.92% | Q3 2022 | Q4 2022 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q4 2018 | Q1 2019 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.08% | 0.14% | 0.19% | Q2 2019 | Q3 2019 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q2 2020 | Q3 2020 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Ascent Group, LLC | 2 | 2 | 0.12% | 0.18% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2016 | Q2 2016 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q3 2020 | Q4 2020 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q3 2019 | Q4 2019 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.44% | 0.87% | Q3 2015 | Q4 2017 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
TNF LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q3 2021 | Q4 2021 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.10% | 0.20% | Q4 2018 | Q2 2020 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Ally Invest Advisors Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
FLC Capital Advisors | 2 | 2 | 0.56% | 0.57% | 0.57% | Q3 2020 | Q4 2020 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q1 2017 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.12% | 0.18% | 0.24% | Q3 2020 | Q4 2020 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.57% | 0.57% | 0.58% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Security Financial Services, INC. | 2 | 2 | 0.70% | 0.72% | 0.74% | Q4 2021 | Q1 2022 | 2 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q2 2014 | Q2 2014 | 1 |
WESTERN FINANCIAL Corp | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Boltwood Capital Management | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2023 | Q4 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 3.58% | 3.58% | 3.58% | Q4 2020 | Q4 2020 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2016 | Q2 2016 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
S. R. Schill & Associates | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Virtu Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Smart Money Group LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2020 | Q3 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Wayfinding Financial, LLC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
JT Stratford LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Friedenthal Financial | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2019 | Q3 2019 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2023 | Q3 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2020 | Q4 2020 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2020 | Q4 2020 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2020 | Q4 2020 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Clarity Financial LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2021 | Q1 2021 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Thomasville National Bank | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2014 | Q1 2014 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
TD Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
G&S Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.