Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 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 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 34 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Checchi Capital Advisers, LLC | 38 | 1 | 0.03% | 0.32% | 0.80% | Q4 2013 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
LPL Financial LLC | 33 | 33 | 0.00% | 0.04% | 0.12% | Q3 2015 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.01% | 0.09% | Q1 2014 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 14 | 0.00% | 0.01% | 0.35% | Q1 2015 | Q3 2023 | 33 |
ASSETMARK, INC | 27 | 6 | 0.00% | 0.06% | 0.15% | Q4 2013 | Q3 2022 | 33 |
FAS Wealth Partners, Inc. | 27 | 27 | 0.01% | 0.66% | 1.33% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 22 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 26 |
IFP Advisors, Inc | 14 | 11 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 25 |
Stadion Money Management, LLC | 24 | 24 | 0.04% | 0.33% | 0.51% | Q3 2016 | Q2 2022 | 24 |
Chesapeake Wealth Management | 23 | 23 | 2.48% | 3.07% | 4.04% | Q1 2018 | Q3 2023 | 23 |
Fisher Asset Management, LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 23 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 22 |
Cornerstone Wealth Management, LLC | 22 | 22 | 0.03% | 0.13% | 0.25% | Q1 2017 | Q2 2022 | 22 |
IndexIQ Advisors LLC | 13 | 4 | 0.01% | 0.36% | 2.31% | Q2 2016 | Q1 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.21% | 1.28% | 2.67% | Q4 2018 | Q3 2023 | 20 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19 | 19 | 0.01% | 1.22% | 1.81% | Q1 2019 | Q3 2023 | 19 |
Gradient Investments LLC | 19 | 19 | 0.00% | 0.74% | 2.09% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
AMERIPRISE FINANCIAL INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 8 | 0.01% | 0.17% | 0.59% | Q4 2018 | Q3 2023 | 18 |
STATE STREET CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Financial Engines Advisors L.L.C. | 17 | 17 | 1.72% | 7.21% | 8.94% | Q3 2019 | Q3 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.02% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Financial Enhancement Group LLC | 17 | 17 | 0.00% | 0.54% | 6.47% | Q3 2018 | Q3 2022 | 17 |
Kingsview Wealth Management, LLC | 11 | 6 | 0.05% | 0.15% | 0.30% | Q2 2019 | Q3 2023 | 17 |
Advisors Asset Management, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Vectors Research Management, LLC | 17 | 17 | 0.09% | 0.36% | 1.09% | Q3 2019 | Q3 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.07% | 0.24% | Q3 2018 | Q2 2022 | 16 |
Allen Capital Group, LLC | 13 | 3 | 0.26% | 1.00% | 2.24% | Q3 2019 | Q3 2023 | 16 |
Certified Advisory Corp | 11 | 5 | 0.04% | 0.62% | 1.12% | Q2 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.00% | 2.12% | 3.79% | Q4 2019 | Q3 2023 | 16 |
LexAurum Advisors, LLC | 16 | 16 | 0.09% | 0.26% | 0.40% | Q1 2019 | Q4 2022 | 16 |
Janney Montgomery Scott LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2020 | 16 |
Hilltop Holdings Inc. | 15 | 15 | 0.05% | 0.10% | 0.17% | Q1 2018 | Q3 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Visionary Wealth Advisors | 15 | 15 | 0.11% | 0.25% | 0.87% | Q1 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
FMR LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Leicht Financial Planning & Wealth Management, Inc. | 14 | 14 | 3.56% | 5.72% | 9.20% | Q2 2020 | Q3 2023 | 14 |
Willow Creek Wealth Management Inc. | 14 | 14 | 0.09% | 0.58% | 1.10% | Q2 2020 | Q3 2023 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 14 | 0.08% | 0.14% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.08% | 0.18% | Q2 2020 | Q3 2023 | 14 |
TSFG, LLC | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Measured Wealth Private Client Group, LLC | 14 | 14 | 0.21% | 0.78% | 1.88% | Q2 2020 | Q3 2023 | 14 |
HNP Capital LLC | 12 | 2 | 0.13% | 0.37% | 1.12% | Q3 2019 | Q1 2023 | 14 |
Exchange Capital Management, Inc. | 14 | 14 | 0.25% | 0.41% | 0.61% | Q2 2020 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 7 | 1 | 0.00% | 0.04% | 0.24% | Q4 2016 | Q2 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AdvisorNet Financial, Inc | 13 | 13 | 0.00% | 0.22% | 0.37% | Q3 2018 | Q3 2021 | 13 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.07% | 0.19% | Q2 2017 | Q1 2023 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 13 | 0.14% | 0.45% | 0.73% | Q2 2020 | Q2 2023 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Donald L. Hagan, LLC | 12 | 1 | 0.16% | 0.35% | 0.93% | Q4 2019 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.12% | 1.74% | 3.47% | Q4 2020 | Q4 2023 | 13 |
Stratos Wealth Advisors, LLC | 11 | 2 | 0.02% | 0.10% | 0.26% | Q1 2020 | Q3 2023 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.41% | 0.79% | 1.20% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.05% | 3.02% | 6.34% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
KWB Wealth | 12 | 12 | 2.52% | 5.23% | 7.10% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 6 | 5 | 0.02% | 0.21% | 0.56% | Q3 2020 | Q3 2023 | 11 |
Pinnacle Advisory Group, Inc. | 11 | 11 | 0.02% | 0.06% | 0.09% | Q3 2018 | Q1 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Raymond James Financial Services Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.01% | 0.05% | 0.12% | Q3 2019 | Q1 2022 | 11 |
Tri-Star Advisors Inc. | 8 | 3 | 0.22% | 2.09% | 7.33% | Q4 2020 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 11 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.06% | 0.10% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Lucia Wealth Services, LLC | 6 | 4 | 0.05% | 0.60% | 1.75% | Q4 2017 | Q3 2020 | 10 |
Cetera Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WBI INVESTMENTS, LLC | 10 | 10 | 0.09% | 0.46% | 0.76% | Q2 2021 | Q3 2023 | 10 |
Zurich Insurance Group Ltd/FI | 10 | 10 | 0.27% | 0.40% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Good Life Advisors, LLC | 10 | 10 | 0.03% | 1.45% | 3.20% | Q1 2021 | Q2 2023 | 10 |
Graypoint LLC | 10 | 10 | 0.04% | 0.09% | 0.15% | Q2 2020 | Q3 2022 | 10 |
WBH ADVISORY INC | 7 | 3 | 0.06% | 0.10% | 0.16% | Q1 2021 | Q3 2023 | 10 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.01% | 0.16% | 0.21% | Q2 2020 | Q3 2023 | 10 |
Freedom Investment Management, Inc. | 9 | 9 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q1 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
TELEMUS CAPITAL, LLC | 8 | 1 | 0.00% | 0.13% | 0.32% | Q4 2017 | Q3 2023 | 9 |
Prime Capital Investment Advisors, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 7 | 2 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Next Capital Management LLC | 9 | 9 | 0.11% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.16% | 0.89% | Q2 2020 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Verition Fund Management LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q1 2022 | 9 |
WealthShield Partners, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 9 |
Modera Wealth Management, LLC | 9 | 9 | 0.02% | 4.04% | 9.80% | Q1 2021 | Q1 2023 | 9 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.45% | 0.54% | 0.70% | Q1 2021 | Q3 2023 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Capital Investment Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
ST GERMAIN D J CO INC | 5 | 3 | 0.01% | 0.72% | 0.98% | Q4 2021 | Q4 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.26% | 0.43% | 0.81% | Q3 2021 | Q3 2023 | 8 |
CX Institutional | 8 | 8 | 0.86% | 1.23% | 1.43% | Q4 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 5 | 3 | 0.01% | 0.05% | 0.23% | Q4 2018 | Q3 2023 | 8 |
FormulaFolio Investments, LLC | 8 | 8 | 0.00% | 0.11% | 0.30% | Q3 2019 | Q2 2021 | 8 |
Redwood Investment Management, LLC | 8 | 8 | 0.54% | 0.93% | 2.26% | Q2 2019 | Q1 2021 | 8 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 8 |
ALESCO ADVISORS LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.04% | 0.36% | 0.70% | Q4 2020 | Q1 2023 | 8 |
US BANCORP \DE\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.40% | 0.52% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.12% | 0.29% | Q3 2018 | Q2 2020 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q2 2017 | 8 |
Vise Technologies, Inc. | 7 | 7 | 0.14% | 0.26% | 0.58% | Q1 2022 | Q3 2023 | 7 |
LOWE BROCKENBROUGH & CO INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Spinnaker Investment Group, LLC | 5 | 2 | 0.09% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.06% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Tortoise Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Trilogy Capital Inc. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.06% | 0.21% | Q1 2022 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.05% | 0.29% | 0.70% | Q1 2019 | Q3 2022 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q1 2020 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
STIFEL FINANCIAL CORP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 7 |
Disciplined Investments, LLC | 6 | 1 | 0.01% | 0.12% | 0.20% | Q1 2020 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 3 | 0.02% | 0.10% | 0.30% | Q2 2020 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Simplicity Solutions, LLC | 6 | 1 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Stratos Investment Management, LLC | 4 | 3 | 0.05% | 0.23% | 0.50% | Q3 2021 | Q3 2023 | 7 |
Pinnacle Wealth Management Group, Inc. | 7 | 7 | 0.26% | 1.20% | 2.58% | Q2 2021 | Q4 2022 | 7 |
USCA RIA LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2020 | 7 |
American Portfolios Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 7 |
Redwood Financial Network Corp | 7 | 7 | 3.82% | 4.46% | 5.14% | Q1 2022 | Q3 2023 | 7 |
MBM Wealth Consultants, LLC | 6 | 6 | 0.14% | 0.17% | 0.20% | Q4 2020 | Q1 2022 | 6 |
FOSTER & MOTLEY INC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Charles Schwab Investment Advisory, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
Sonora Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.17% | 0.41% | 0.63% | Q2 2022 | Q3 2023 | 6 |
Diligent Investors, LLC | 6 | 6 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q4 2021 | 6 |
BOENNING & SCATTERGOOD, INC. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Penobscot Investment Management Company, Inc. | 6 | 6 | 0.08% | 0.32% | 0.50% | Q1 2021 | Q2 2022 | 6 |
Bridge Advisory, LLC | 6 | 6 | 0.08% | 0.25% | 0.46% | Q1 2022 | Q2 2023 | 6 |
Sandy Spring Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BESSEMER GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
ROCKLAND TRUST CO | 6 | 6 | 0.04% | 0.13% | 0.22% | Q2 2022 | Q3 2023 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Eldridge Investment Advisors, Inc. | 6 | 6 | 0.08% | 0.13% | 0.26% | Q1 2022 | Q2 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.22% | 0.25% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Acropolis Investment Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.12% | 0.74% | 1.38% | Q2 2022 | Q3 2023 | 6 |
TCWP LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q1 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Miracle Mile Advisors, LLC | 5 | 5 | 0.05% | 0.23% | 0.53% | Q3 2020 | Q3 2021 | 5 |
Aptus Capital Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Financial Advocates Investment Management | 3 | 2 | 0.02% | 0.17% | 0.69% | Q4 2020 | Q3 2023 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Boltwood Capital Management | 3 | 2 | 0.18% | 0.49% | 0.80% | Q2 2021 | Q4 2023 | 5 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 1.69% | 4.17% | Q4 2020 | Q4 2021 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Horan Securities, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Elmwood Wealth Management, Inc. | 4 | 1 | 0.13% | 0.15% | 0.15% | Q1 2018 | Q1 2020 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Steward Partners Investment Advisory, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Element Wealth, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 5 |
Ford Financial Group, LLC | 4 | 4 | 0.13% | 0.33% | 0.41% | Q1 2022 | Q4 2022 | 4 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.75% | 0.77% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Northwest Capital Management Inc | 4 | 4 | 0.30% | 0.51% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Bluefin Trading, LLC | 2 | 1 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q2 2017 | 4 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 4 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.03% | 0.23% | 0.44% | Q1 2020 | Q2 2021 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.86% | 1.10% | 1.22% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.01% | 0.16% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.26% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Atria Investments, Inc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q4 2016 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.04% | 0.07% | 0.16% | Q1 2020 | Q4 2020 | 4 |
Detalus Advisors, LLC | 4 | 4 | 0.35% | 0.90% | 1.12% | Q4 2022 | Q3 2023 | 4 |
Equitable Holdings, Inc. | 3 | 1 | 0.00% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Inspire Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Parallel Advisors, LLC | 3 | 1 | 0.00% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 4 |
SevenBridge Financial Group, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2019 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.37% | 0.59% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 0.10% | 0.25% | 0.36% | Q1 2023 | Q4 2023 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.00% | 0.03% | 0.10% | Q3 2021 | Q2 2022 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.26% | 0.27% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
VisionPoint Advisory Group, LLC | 3 | 1 | 0.01% | 0.12% | 0.17% | Q3 2021 | Q2 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.09% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
REGENTATLANTIC CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.10% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 1.12% | 1.21% | 1.32% | Q4 2021 | Q3 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Founders Financial Alliance, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.21% | 2.21% | 3.23% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Antonetti Capital Management LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stokes Family Office, LLC | 4 | 4 | 0.89% | 1.63% | 2.38% | Q4 2022 | Q3 2023 | 4 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.03% | 0.53% | 1.95% | Q4 2020 | Q3 2022 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
EASTERN BANK | 4 | 4 | 0.01% | 0.06% | 0.16% | Q1 2020 | Q4 2020 | 4 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.33% | 0.62% | 1.03% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q2 2020 | 3 |
Peak Capital Management LLC | 2 | 1 | 0.00% | 0.12% | 0.36% | Q2 2017 | Q2 2018 | 3 |
FINANCIAL LIFE ADVISORS | 3 | 3 | 5.00% | 5.40% | 5.66% | Q1 2023 | Q3 2023 | 3 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 2 | 1 | 0.04% | 0.46% | 0.77% | Q1 2019 | Q1 2022 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 1.04% | 1.13% | 1.20% | Q1 2019 | Q4 2019 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.70% | 0.83% | 1.06% | Q3 2020 | Q1 2021 | 3 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 3 |
Sterling Manor Financial, LLC | 2 | 1 | 1.56% | 2.32% | 3.63% | Q4 2020 | Q4 2022 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
STRATEGY ASSET MANAGERS LLC | 3 | 3 | 0.29% | 0.35% | 0.39% | Q4 2021 | Q2 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.09% | 0.21% | Q3 2022 | Q3 2023 | 3 |
OPPENHEIMER & CO INC | 2 | 1 | 0.03% | 0.08% | 0.19% | Q4 2019 | Q3 2022 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Keystone Financial Group | 2 | 1 | 0.04% | 0.31% | 0.56% | Q4 2017 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.25% | 0.43% | 0.61% | Q2 2019 | Q4 2019 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Advisor Resource Council | 1 | 1 | 0.15% | 0.18% | 0.20% | Q2 2021 | Q2 2022 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Sharkey, Howes & Javer | 3 | 3 | 0.17% | 0.38% | 0.54% | Q1 2023 | Q3 2023 | 3 |
True North Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.31% | 0.31% | 0.32% | Q1 2023 | Q3 2023 | 3 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Matisse Capital | 3 | 3 | 0.16% | 0.28% | 0.38% | Q3 2021 | Q1 2022 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.09% | 0.13% | 0.17% | Q3 2019 | Q1 2020 | 2 |
Stewardship Advisors, LLC | 2 | 2 | 1.04% | 1.38% | 1.72% | Q4 2019 | Q1 2020 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.04% | 0.10% | 0.15% | Q2 2020 | Q3 2020 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.82% | 0.82% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2014 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.73% | 0.74% | 0.74% | Q2 2023 | Q3 2023 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
55I, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2019 | Q1 2020 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Northland Capital Management LLC | 2 | 2 | 0.33% | 0.34% | 0.34% | Q1 2023 | Q2 2023 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.12% | 0.22% | Q4 2022 | Q2 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.14% | 0.19% | 0.24% | Q2 2020 | Q3 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2022 | Q4 2022 | 2 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 2 |
Ascent Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
PFG Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.34% | 0.38% | 0.42% | Q4 2021 | Q1 2022 | 2 |
Berger Financial Group, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Hedeker Wealth, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 4.74% | 4.74% | 4.74% | Q2 2023 | Q2 2023 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Snider Financial Group | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 7.53% | 7.53% | 7.53% | Q3 2023 | Q3 2023 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2023 | Q1 2023 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Cornell Pochily Investment Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Prostatis Group LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Private Wealth Strategies, L.L.C. | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2019 | Q4 2019 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
S. R. Schill & Associates | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2019 | Q4 2019 | 1 |
Derbend Asset Management | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 4.88% | 4.88% | 4.88% | Q2 2023 | Q2 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MAYPORT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Capitol Family Office, Inc. | 1 | 1 | 8.78% | 8.78% | 8.78% | Q4 2021 | Q4 2021 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.