Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 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 |
CITY HOLDING CO | 40 | 40 | 0.02% | 0.09% | 0.19% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 38 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 38 | 38 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2022 | 38 |
WELLS FARGO & COMPANY/MN | 22 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
JPMORGAN CHASE & CO | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
CITIGROUP INC | 27 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 30 |
ARROW FINANCIAL CORP | 29 | 29 | 0.00% | 0.05% | 0.20% | Q3 2016 | Q3 2023 | 29 |
ASSETMARK, INC | 10 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 22 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 25 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
Farmers & Merchants Trust Co of Chambersburg PA | 21 | 21 | 0.35% | 1.03% | 1.90% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.05% | Q3 2018 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 17 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2023 | 16 |
BLAIR WILLIAM & CO/IL | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.14% | 0.20% | 0.25% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 15 |
Waldron Private Wealth LLC | 15 | 15 | 0.18% | 0.26% | 0.32% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.18% | 0.30% | 0.63% | Q1 2018 | Q2 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 15 |
STIFEL FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 14 |
ATLAS CAPITAL ADVISORS LLC | 6 | 1 | 0.00% | 0.01% | 0.09% | Q1 2018 | Q3 2022 | 14 |
GOLDMAN SACHS GROUP INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 14 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ARS Investment Partners, LLC | 12 | 1 | 0.03% | 0.19% | 0.31% | Q4 2013 | Q1 2017 | 13 |
B. Riley Wealth Advisors, Inc. | 12 | 12 | 0.01% | 0.08% | 0.10% | Q4 2013 | Q3 2016 | 12 |
SG Americas Securities, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2017 | 12 |
Sargent Bickham Lagudis LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q4 2022 | 11 |
Avidian Wealth Solutions, LLC | 9 | 2 | 0.08% | 0.18% | 0.50% | Q4 2015 | Q3 2018 | 11 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
CREDIT AGRICOLE S A | 10 | 10 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q4 2017 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 10 |
Cerebellum GP, LLC | 9 | 1 | 0.06% | 0.18% | 0.29% | Q4 2017 | Q2 2020 | 10 |
Exchange Capital Management, Inc. | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2018 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 10 | 0.01% | 0.03% | 0.03% | Q1 2019 | Q2 2021 | 10 |
Aptus Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 8 |
Prestige Wealth Management Group LLC | 5 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2022 | 8 |
Nelson Capital Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2019 | 8 |
Patten Group, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2018 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.07% | 0.17% | Q1 2014 | Q1 2023 | 7 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Advisor Group, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 6 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2016 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Wall Capital Group, Inc. | 6 | 6 | 0.51% | 1.41% | 3.22% | Q1 2017 | Q2 2018 | 6 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 6 |
Geneos Wealth Management Inc. | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q1 2023 | 6 |
Transform Wealth, LLC | 4 | 2 | 0.23% | 0.33% | 0.43% | Q4 2016 | Q2 2018 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.18% | 0.24% | Q4 2019 | Q1 2021 | 6 |
Zurich Insurance Group Ltd/FI | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2019 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.12% | 0.59% | Q1 2021 | Q1 2023 | 6 |
Granite Investment Advisors, LLC | 6 | 6 | 0.04% | 0.04% | 0.06% | Q2 2017 | Q3 2018 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
MSI Financial Services Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.03% | 0.17% | 0.25% | Q1 2014 | Q1 2015 | 5 |
Virtu Financial LLC | 3 | 2 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q2 2019 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Endurance Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.50% | 0.62% | 0.77% | Q4 2014 | Q3 2015 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
BAILARD, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Bray Capital Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 4 |
CITY NATIONAL BANK | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q3 2015 | 4 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 3 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
Brookstone Capital Management | 2 | 1 | 0.01% | 0.29% | 0.49% | Q3 2018 | Q1 2023 | 3 |
SRS Capital Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Simmons Bank | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
180 WEALTH ADVISORS, LLC | 3 | 3 | 0.14% | 0.17% | 0.23% | Q2 2018 | Q4 2018 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 1 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q4 2017 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Steward Partners Investment Advisory, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
UBS AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Financial Services Advisory Inc | 1 | 1 | 0.38% | 1.45% | 2.53% | Q3 2018 | Q3 2023 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.02% | 0.12% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Lido Advisors, LLC | 2 | 2 | 3.03% | 3.61% | 4.18% | Q1 2017 | Q2 2017 | 2 |
Shulman DeMeo Asset Management LLC | 1 | 1 | 0.08% | 0.11% | 0.14% | Q4 2018 | Q4 2020 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
SUN LIFE FINANCIAL INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q4 2013 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q2 2015 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2018 | Q4 2018 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Retirement Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Welch Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
External links
This page lists all the filers that currently own SPDR SERIES TRUST or have owned SPDR SERIES TRUST in the past.