Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | 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 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 41 | 41 | 0.00% | 0.01% | 0.22% | Q2 2013 | Q2 2023 | 41 |
AMERIPRISE FINANCIAL INC | 30 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
ROCKY MOUNTAIN ADVISERS, LLC | 40 | 40 | 0.01% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 40 |
Gradient Investments LLC | 22 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 39 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 39 | 39 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2022 | 39 |
CITIGROUP INC | 33 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
Addison Capital Co | 33 | 6 | 0.20% | 0.45% | 0.78% | Q4 2013 | Q3 2023 | 39 |
Family Firm, Inc. | 36 | 36 | 1.22% | 1.62% | 2.06% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
BANK OF MONTREAL /CAN/ | 34 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 36 |
Cambria Investment Management, L.P. | 36 | 36 | 0.00% | 0.39% | 0.87% | Q4 2014 | Q3 2023 | 36 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.22% | 0.70% | Q2 2013 | Q3 2023 | 36 |
Creative Planning | 27 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 35 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.04% | 0.42% | Q3 2013 | Q4 2021 | 34 |
Pure Financial Advisors, LLC | 18 | 16 | 0.02% | 1.98% | 8.19% | Q2 2013 | Q2 2022 | 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
GUGGENHEIM CAPITAL LLC | 19 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.42% | 1.39% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
PANAGORA ASSET MANAGEMENT INC | 32 | 32 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q1 2021 | 32 |
Avior Wealth Management, LLC | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Valmark Advisers, Inc. | 19 | 12 | 0.00% | 0.38% | 2.38% | Q2 2013 | Q2 2022 | 31 |
ETRADE Capital Management LLC | 30 | 30 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2020 | 30 |
Klingman & Associates, LLC | 30 | 30 | 0.02% | 0.09% | 0.27% | Q4 2014 | Q1 2022 | 30 |
Raymond James Financial Services Advisors, Inc. | 15 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 30 |
Parkside Advisors LLC | 30 | 30 | 0.09% | 0.15% | 0.19% | Q1 2014 | Q2 2021 | 30 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 29 |
LBJ Family Wealth Advisors, Ltd. | 29 | 29 | 5.08% | 6.63% | 8.35% | Q4 2016 | Q4 2023 | 29 |
GenTrust, LLC | 28 | 28 | 0.53% | 1.09% | 1.92% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2022 | 28 |
US BANCORP \DE\ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
WEATHERLY ASSET MANAGEMENT L. P. | 27 | 27 | 0.03% | 0.16% | 0.29% | Q4 2015 | Q2 2022 | 27 |
HUSSMAN STRATEGIC ADVISORS, INC. | 27 | 27 | 0.01% | 0.26% | 1.02% | Q2 2013 | Q4 2019 | 27 |
Stellar Capital Management, LLC | 15 | 11 | 1.28% | 2.30% | 4.50% | Q4 2013 | Q2 2020 | 26 |
RAYMOND JAMES & ASSOCIATES | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 26 |
Millburn Ridgefield Corp | 20 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 25 | 1 | 0.00% | 0.01% | 0.12% | Q1 2016 | Q3 2022 | 26 |
Forefront Analytics, LLC | 24 | 24 | 2.52% | 3.35% | 4.42% | Q4 2017 | Q3 2023 | 24 |
Advisors Asset Management, Inc. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2023 | 21 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 20 |
CALTON & ASSOCIATES, INC. | 19 | 1 | 0.02% | 0.17% | 0.36% | Q4 2017 | Q2 2023 | 20 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.04% | 0.05% | 0.09% | Q4 2017 | Q3 2022 | 20 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q4 2021 | 20 |
Advisory Alpha, LLC | 17 | 2 | 0.00% | 1.10% | 3.84% | Q4 2013 | Q3 2018 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
NewSquare Capital LLC | 6 | 1 | 0.00% | 0.58% | 1.89% | Q2 2013 | Q3 2023 | 19 |
MOTCO | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2018 | 19 |
JPMORGAN CHASE & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
Evercore Wealth Management, LLC | 12 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 18 |
Brouwer & Janachowski, LLC | 18 | 18 | 0.08% | 0.47% | 1.20% | Q4 2013 | Q1 2018 | 18 |
Fernwood Investment Management, LLC | 17 | 17 | 0.16% | 0.27% | 0.40% | Q4 2013 | Q4 2017 | 17 |
Brinker Capital Investments, LLC | 17 | 17 | 0.09% | 0.15% | 0.20% | Q2 2013 | Q2 2017 | 17 |
MYCIO WEALTH PARTNERS, LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 17 |
MD Financial Management Inc. | 17 | 17 | 0.44% | 1.02% | 2.18% | Q4 2017 | Q4 2021 | 17 |
Mount Lucas Management LP | 5 | 1 | 0.00% | 0.17% | 0.31% | Q3 2016 | Q2 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
FIRST MANHATTAN CO. LLC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Lattice Strategies LLC | 10 | 6 | 0.15% | 0.23% | 0.46% | Q2 2013 | Q3 2018 | 16 |
Kistler-Tiffany Companies, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2017 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 16 |
Coastline Trust Co | 11 | 2 | 0.02% | 0.78% | 1.64% | Q2 2013 | Q4 2021 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 15 |
RPg Family Wealth Advisory, LLC | 10 | 5 | 0.04% | 0.52% | 1.70% | Q4 2019 | Q3 2023 | 15 |
FormulaFolio Investments, LLC | 15 | 15 | 0.02% | 0.13% | 1.05% | Q4 2017 | Q2 2021 | 15 |
SCOTIA CAPITAL INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 15 |
Parallel Advisors, LLC | 8 | 3 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Kalos Management, Inc. | 15 | 15 | 0.28% | 0.51% | 0.79% | Q4 2015 | Q2 2019 | 15 |
Disciplined Investments, LLC | 14 | 14 | 0.05% | 0.22% | 0.36% | Q4 2019 | Q1 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.01% | 0.09% | 0.15% | Q1 2017 | Q2 2020 | 14 |
Sowell Financial Services LLC | 10 | 4 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q2 2023 | 14 |
Bluefin Trading, LLC | 6 | 1 | 0.02% | 0.17% | 0.66% | Q2 2013 | Q4 2017 | 14 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 14 |
Capital Analysts, LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 14 |
BLAIR WILLIAM & CO/IL | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
Perigon Wealth Management, LLC | 8 | 6 | 0.00% | 0.07% | 0.22% | Q4 2013 | Q3 2017 | 14 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 14 | 14 | 0.52% | 1.31% | 2.57% | Q2 2013 | Q3 2016 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2016 | 14 |
AXA S.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2022 | 14 |
TRUST CO OF VERMONT | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Cordasco Financial Network | 13 | 13 | 0.02% | 0.14% | 0.28% | Q4 2013 | Q4 2016 | 13 |
Chevy Chase Trust Holdings, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2016 | 13 |
Old Port Advisors | 12 | 1 | 0.08% | 0.18% | 0.24% | Q2 2018 | Q3 2021 | 13 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 13 |
Counsel Portfolio Services Inc. | 13 | 13 | 0.42% | 0.95% | 1.89% | Q2 2013 | Q2 2016 | 13 |
Veritable, L.P. | 12 | 1 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q2 2023 | 13 |
HoyleCohen, LLC | 13 | 13 | 0.40% | 0.63% | 0.96% | Q3 2020 | Q3 2023 | 13 |
Virtu KCG Holdings LLC | 5 | 2 | 0.01% | 0.03% | 0.11% | Q3 2013 | Q2 2017 | 13 |
Janney Montgomery Scott LLC | 7 | 6 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2021 | 13 |
BlackRock Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
Summit Global Investments | 11 | 1 | 0.02% | 0.07% | 0.26% | Q1 2019 | Q3 2023 | 12 |
Boston Standard Wealth Management, LLC | 12 | 12 | 0.14% | 0.74% | 1.23% | Q4 2014 | Q3 2017 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.00% | 0.04% | 0.18% | Q4 2018 | Q3 2021 | 12 |
FARMERS & MERCHANTS INVESTMENTS INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Baldwin Investment Management, LLC | 11 | 11 | 0.19% | 0.22% | 0.26% | Q2 2013 | Q4 2015 | 11 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HOWE & RUSLING INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 11 |
Gateway Advisory, LLC | 11 | 11 | 0.18% | 1.93% | 2.50% | Q2 2013 | Q4 2015 | 11 |
QUANTUM CAPITAL MANAGEMENT | 6 | 5 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2020 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.00% | 0.12% | 0.39% | Q4 2018 | Q2 2021 | 11 |
Personal Capital Advisors Corp | 11 | 11 | 0.48% | 0.62% | 0.84% | Q4 2013 | Q2 2016 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.24% | 0.29% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Baird Financial Group, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 11 |
Commonwealth Equity Services, Inc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Center for Financial Planning, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Windhaven Investment Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
FIRSTMERIT BANK N A TRUSTEE | 10 | 10 | 0.02% | 0.05% | 0.25% | Q2 2013 | Q3 2015 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.09% | Q4 2018 | Q2 2022 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Wealthcare Advisory Partners LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2020 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 9 | 9 | 0.03% | 0.30% | 1.11% | Q2 2013 | Q2 2015 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
I.G. INVESTMENT MANAGEMENT, LTD. | 9 | 9 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2016 | 9 |
Sensible Financial Planning & Management, LLC. | 9 | 9 | 0.02% | 0.12% | 0.51% | Q3 2014 | Q3 2016 | 9 |
RFG Advisory, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Vigilant Capital Management, LLC | 8 | 8 | 0.02% | 1.30% | 2.22% | Q2 2013 | Q1 2015 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.42% | 0.66% | 0.89% | Q4 2021 | Q3 2023 | 8 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2017 | 8 |
Continuum Advisory, LLC | 8 | 8 | 0.22% | 0.32% | 0.44% | Q4 2018 | Q3 2020 | 8 |
Horrell Capital Management, Inc. | 8 | 8 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Windham Capital Management, LLC | 5 | 3 | 0.18% | 1.49% | 3.60% | Q2 2013 | Q3 2023 | 8 |
BEACON TRUST CO | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Spearhead Capital Advisors, LLC | 6 | 2 | 0.17% | 0.24% | 0.31% | Q1 2020 | Q2 2022 | 8 |
FIRST TRUST ADVISORS LP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Solstein Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q4 2022 | 8 |
HUNTINGTON NATIONAL BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2010 | Q4 2018 | 8 |
First Horizon Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 8 |
ELEMENT POINTE ADVISORS, LLC | 8 | 8 | 0.12% | 0.17% | 0.20% | Q4 2018 | Q3 2020 | 8 |
WESPAC Advisors, LLC | 8 | 8 | 0.60% | 1.00% | 1.64% | Q1 2017 | Q4 2018 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 2.81% | 4.35% | 4.87% | Q4 2021 | Q3 2023 | 8 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2022 | 8 |
Brick & Kyle, Associates | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q3 2016 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
FIRST QUADRANT LLC/CA | 6 | 1 | 0.11% | 1.09% | 6.74% | Q4 2019 | Q1 2022 | 7 |
CABOT WEALTH MANAGEMENT INC | 7 | 7 | 0.12% | 0.50% | 0.71% | Q2 2013 | Q4 2014 | 7 |
CWM, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 7 |
Estate Counselors, LLC | 7 | 7 | 1.21% | 1.80% | 2.61% | Q2 2013 | Q4 2014 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 7 | 7 | 0.13% | 0.15% | 0.16% | Q2 2013 | Q4 2014 | 7 |
Garde Capital, Inc. | 6 | 1 | 0.46% | 1.13% | 1.67% | Q2 2014 | Q3 2016 | 7 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.25% | 0.32% | Q1 2021 | Q2 2023 | 7 |
Annex Advisory Services, LLC | 7 | 7 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q2 2022 | 7 |
BENNICAS & ASSOCIATES, INC. | 7 | 7 | 0.44% | 0.52% | 0.56% | Q3 2020 | Q1 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
COMERICA BANK | 6 | 1 | 0.00% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 7 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2019 | 7 |
Bank of New York Mellon Corp | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 7 |
Retirement Planning Group, LLC | 7 | 7 | 0.06% | 0.08% | 0.15% | Q2 2013 | Q4 2014 | 7 |
BHF Kleinwort Benson Group S.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
Freedom Investment Management, Inc. | 3 | 1 | 0.06% | 0.09% | 0.12% | Q1 2013 | Q1 2018 | 7 |
Carroll Financial Associates, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 7 |
Cabot-Wellington, LLC | 7 | 7 | 4.76% | 5.19% | 5.94% | Q2 2013 | Q4 2014 | 7 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.05% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 6 |
NATIONAL PLANNING CORP | 3 | 1 | 0.01% | 0.26% | 1.00% | Q2 2013 | Q1 2017 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
State of New Jersey Common Pension Fund D | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2014 | Q3 2015 | 6 |
AlphaCentric Advisors LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 6 |
Orinda Asset Management LLC | 6 | 6 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q3 2014 | 6 |
Allen Investment Management, LLC | 6 | 6 | 0.21% | 0.54% | 1.08% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
TD Ameritrade Trust Co | 6 | 6 | 1.10% | 1.24% | 1.68% | Q2 2013 | Q3 2014 | 6 |
Key FInancial Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DUBUQUE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Fusion Investment Group, LLC | 4 | 2 | 0.00% | 0.13% | 0.42% | Q4 2013 | Q3 2015 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Almanack Investment Partners, LLC. | 6 | 6 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q2 2022 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
ARKANSAS FINANCIAL GROUP, INC. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.43% | 0.67% | 1.01% | Q1 2015 | Q1 2016 | 5 |
Placemark Investments, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 5 |
WRAPMANAGER INC | 5 | 5 | 0.75% | 0.82% | 0.89% | Q4 2015 | Q4 2016 | 5 |
Brookstone Capital Management | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2021 | 5 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 5 | 5 | 0.31% | 0.38% | 0.52% | Q3 2013 | Q3 2014 | 5 |
Verition Fund Management LLC | 4 | 1 | 0.04% | 0.38% | 1.43% | Q3 2013 | Q4 2014 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.00% | 0.08% | 0.11% | Q4 2015 | Q4 2016 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 1.42% | 1.77% | 1.93% | Q4 2013 | Q4 2014 | 5 |
Western Wealth Management, LLC | 2 | 1 | 0.09% | 0.19% | 0.37% | Q1 2019 | Q2 2021 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.05% | 0.17% | 0.29% | Q4 2014 | Q1 2017 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
BlackRock Institutional Trust Company, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 5 |
SeaBridge Investment Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
Risk Paradigm Group, LLC | 4 | 1 | 0.07% | 1.09% | 2.65% | Q2 2015 | Q4 2016 | 5 |
AE Wealth Management LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q1 2020 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
NOTTINGHAM ADVISORS, INC. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q3 2015 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Savior LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 4 |
WASHINGTON TRUST BANK | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 4 |
Ancora Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.41% | 0.47% | 0.56% | Q4 2022 | Q3 2023 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MACKENZIE FINANCIAL CORP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2021 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
MISSION WEALTH MANAGEMENT, LP | 3 | 1 | 0.04% | 0.08% | 0.10% | Q2 2015 | Q1 2018 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Shearwater Capital LLC | 3 | 1 | 0.20% | 0.23% | 0.24% | Q4 2021 | Q4 2022 | 4 |
Syntal Capital Partners, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q1 2014 | Q4 2014 | 4 |
Virtu Financial LLC | 4 | 4 | 0.01% | 0.05% | 0.12% | Q3 2017 | Q2 2018 | 4 |
Community Bank, N.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Cambridge Investment Research Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Sterling Manor Financial, LLC | 4 | 4 | 1.54% | 2.00% | 2.79% | Q1 2022 | Q4 2022 | 4 |
Mirae Asset Global Investments Co., Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Members Trust Co | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 3 |
M Holdings Securities, Inc. | 2 | 1 | 0.17% | 0.26% | 0.34% | Q4 2013 | Q3 2014 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2012 | Q2 2013 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2018 | 3 |
NATIXIS ADVISORS, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Legacy Private Trust Co. | 2 | 1 | 0.03% | 0.23% | 0.58% | Q2 2014 | Q1 2016 | 3 |
Regal Investment Advisors LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2014 | 3 |
Integrated Wealth Management | 3 | 3 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q3 2015 | 3 |
Gemmer Asset Management LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2014 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.22% | 0.22% | 0.24% | Q1 2022 | Q3 2022 | 3 |
Concert Wealth Management Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2016 | 3 |
HARBOUR INVESTMENTS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
ATHERTON LANE ADVISERS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Covestor Ltd | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 3 |
MML INVESTORS SERVICES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.23% | 0.39% | 0.56% | Q4 2013 | Q2 2014 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.12% | 0.37% | 0.63% | Q2 2013 | Q4 2013 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q2 2013 | Q4 2013 | 3 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.06% | 0.21% | 0.36% | Q2 2013 | Q4 2013 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q4 2019 | 2 |
Windsor Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
G&S Capital LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q2 2018 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2015 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.03% | 0.29% | 0.55% | Q2 2013 | Q3 2013 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Smart Portfolios, LLC | 1 | 1 | 0.36% | 0.97% | 1.58% | Q4 2014 | Q2 2016 | 2 |
Idaho Trust Bank | 2 | 2 | 0.67% | 0.69% | 0.71% | Q2 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.19% | 0.37% | Q2 2014 | Q3 2014 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 25.05% | 25.05% | 25.05% | Q3 2012 | Q4 2012 | 2 |
Rotella Capital Management, Inc. | 2 | 2 | 0.84% | 0.86% | 0.88% | Q3 2013 | Q4 2013 | 2 |
PFG Investments, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q3 2015 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IndexIQ Advisors LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2016 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.67% | 0.77% | 0.87% | Q4 2017 | Q1 2018 | 2 |
Nilsine Partners, LLC | 2 | 2 | 0.29% | 0.31% | 0.33% | Q1 2023 | Q2 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2015 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2015 | Q3 2015 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2019 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q1 2019 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2014 | Q1 2015 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Investment Advisory Group, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Manifold Partners, LLC | 1 | 1 | 0.15% | 2.75% | 5.35% | Q2 2013 | Q3 2016 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
COURIER CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2021 | Q3 2021 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q1 2023 | Q1 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2018 | Q1 2018 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
State of New Jersey Common Pension Fund B | 1 | 1 | 68.69% | 68.69% | 68.69% | Q1 2014 | Q1 2014 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2023 | Q2 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
ICONIQ Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2013 | Q1 2013 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2013 | Q2 2013 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 5.38% | 5.38% | 5.38% | Q1 2018 | Q1 2018 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Blenheim Capital Management, L.L.C. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2013 | Q4 2013 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2019 | Q2 2019 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
SELDON CAPITAL LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
StoneX Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 2.90% | 2.90% | 2.90% | Q1 2023 | Q1 2023 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MCIA Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 3.99% | 3.99% | 3.99% | Q1 2016 | Q1 2016 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2016 | Q4 2016 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
External links
This page lists all the filers that currently own SPDR SERIES TRUST or have owned SPDR SERIES TRUST in the past.