Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK HAPOALIM BM | 37 | 37 | 0.10% | 1.32% | 5.29% | Q3 2014 | Q3 2023 | 37 |
Citadel Advisors | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 30 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
LPL Financial LLC | 29 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 34 |
HighTower Advisors, LLC | 28 | 2 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 30 |
CITIGROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Advisory, LLC | 27 | 27 | 0.09% | 0.14% | 0.19% | Q1 2017 | Q3 2023 | 27 |
AMERIPRISE FINANCIAL INC | 26 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
BANK OF MONTREAL /CAN/ | 24 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
Riggs Asset Managment Co. Inc. | 14 | 12 | 0.02% | 1.88% | 4.26% | Q1 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Focused Wealth Management, Inc | 23 | 23 | 0.00% | 0.19% | 0.67% | Q1 2018 | Q3 2023 | 23 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.00% | 0.04% | Q3 2016 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 22 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
STIFEL FINANCIAL CORP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 21 |
Royal Fund Management, LLC | 21 | 21 | 0.42% | 0.92% | 1.41% | Q3 2018 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 21 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.30% | Q3 2018 | Q3 2023 | 21 |
1832 Asset Management L.P. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.24% | 0.52% | 0.73% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
IHT Wealth Management, LLC | 13 | 1 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q2 2023 | 20 |
Northeast Financial Consultants Inc | 19 | 19 | 0.03% | 0.26% | 3.66% | Q1 2019 | Q3 2023 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Jackson Hole Capital Partners, LLC | 19 | 19 | 0.03% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Migdal Insurance & Financial Holdings Ltd. | 13 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Aptus Capital Advisors, LLC | 18 | 18 | 0.00% | 0.03% | 0.30% | Q2 2019 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 13 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2023 | 18 |
CITY HOLDING CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
Sigma Planning Corp | 17 | 17 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2023 | 17 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Certified Advisory Corp | 8 | 8 | 0.22% | 0.87% | 1.16% | Q3 2018 | Q4 2022 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.05% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.08% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.04% | 0.17% | Q2 2014 | Q3 2022 | 16 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
American Portfolios Advisors | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
REGIONS FINANCIAL CORP | 10 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
NTV ASSET MANAGEMENT LLC | 14 | 1 | 0.06% | 0.47% | 0.60% | Q4 2019 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
Advisory Services Network, LLC | 15 | 15 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 15 | 15 | 0.35% | 0.51% | 1.02% | Q1 2020 | Q3 2023 | 15 |
Jacobi Capital Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q4 2019 | 14 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 14 |
Joseph P. Lucia & Associates, LLC | 11 | 3 | 0.07% | 0.16% | 0.22% | Q4 2019 | Q2 2023 | 14 |
Acorn Wealth Advisors, LLC | 14 | 14 | 0.16% | 0.26% | 0.35% | Q4 2018 | Q1 2022 | 14 |
HOLLENCREST CAPITAL MANAGEMENT | 14 | 14 | 0.11% | 0.13% | 0.15% | Q3 2018 | Q4 2021 | 14 |
IFP Advisors, Inc | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 14 |
Equitable Holdings, Inc. | 11 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Moloney Securities Asset Management, LLC | 12 | 1 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q1 2023 | 13 |
Psagot Value Holdings Ltd. | 13 | 13 | 0.01% | 0.47% | 0.65% | Q3 2018 | Q3 2021 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 13 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.55% | 1.00% | 1.24% | Q2 2019 | Q2 2023 | 13 |
Faithward Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
New England Investment & Retirement Group, Inc. | 13 | 13 | 0.36% | 0.56% | 0.91% | Q3 2018 | Q3 2021 | 13 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.01% | 0.04% | 0.24% | Q2 2018 | Q3 2022 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.12% | 0.20% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Center for Financial Planning, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.05% | 0.06% | Q4 2018 | Q4 2021 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2022 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Pensionmark Financial Group, LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q1 2023 | 11 |
Ayalon Insurance Comp Ltd. | 11 | 11 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q2 2021 | 11 |
CIBC WORLD MARKET INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.03% | 0.10% | 0.19% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 11 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 11 | 11 | 0.36% | 0.50% | 0.68% | Q2 2020 | Q4 2022 | 11 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2023 | 11 |
Prestige Wealth Management Group LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 11 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2021 | 11 |
OPPENHEIMER & CO INC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 11 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Financial Advocates Investment Management | 9 | 1 | 0.02% | 0.12% | 0.22% | Q1 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Spectrum Wealth Advisory Group, LLC | 10 | 10 | 2.95% | 3.99% | 5.37% | Q2 2020 | Q3 2022 | 10 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 9 |
Advocacy Wealth Management Services, LLC | 9 | 9 | 0.00% | 0.37% | 1.66% | Q2 2020 | Q2 2022 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.15% | 0.19% | 0.26% | Q4 2020 | Q4 2022 | 9 |
Cetera Advisors LLC | 6 | 3 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q4 2021 | 9 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Accel Wealth Management | 6 | 3 | 0.08% | 0.13% | 0.21% | Q4 2020 | Q1 2023 | 9 |
Quantum Private Wealth, LLC | 8 | 8 | 0.16% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Sandy Spring Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Clarus Wealth Advisors | 8 | 8 | 0.50% | 0.70% | 0.77% | Q4 2019 | Q3 2021 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Beacon Financial Advisory LLC | 8 | 8 | 0.10% | 0.15% | 0.24% | Q2 2020 | Q1 2022 | 8 |
Global Retirement Partners, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Well Done, LLC | 8 | 8 | 0.12% | 0.15% | 0.20% | Q3 2018 | Q2 2020 | 8 |
Realta Investment Advisors | 4 | 2 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 8 |
J Arnold Wealth Management Co | 7 | 1 | 0.06% | 1.07% | 6.70% | Q4 2019 | Q4 2022 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.02% | 0.13% | 0.44% | Q2 2020 | Q1 2022 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.03% | 0.27% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Ahrens Investment Partners LLC | 4 | 1 | 0.00% | 0.18% | 0.53% | Q2 2018 | Q1 2023 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Silverleafe Capital Partners, LLC | 5 | 3 | 0.69% | 0.89% | 1.01% | Q2 2019 | Q4 2021 | 8 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q2 2021 | 7 |
Stephens Consulting, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 7 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 0.35% | 0.44% | 0.65% | Q4 2021 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q4 2022 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 1 | 0.01% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 7 |
Global Endowment Management, LP | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.01% | 0.25% | 0.60% | Q3 2021 | Q4 2022 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 6 |
AE Wealth Management LLC | 4 | 2 | 0.00% | 0.12% | 0.24% | Q1 2019 | Q3 2023 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2023 | 6 |
Princeton Global Asset Management LLC | 6 | 6 | 0.00% | 0.08% | 0.28% | Q1 2019 | Q2 2020 | 6 |
Kovack Advisors, Inc. | 6 | 6 | 0.66% | 0.83% | 0.95% | Q3 2018 | Q4 2019 | 6 |
IAG Wealth Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Wealthfront Advisers LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Vigilare Wealth Management | 4 | 2 | 0.12% | 0.18% | 0.22% | Q2 2020 | Q4 2021 | 6 |
Bell Rock Capital LLC | 2 | 1 | 0.12% | 0.38% | 0.48% | Q4 2019 | Q3 2022 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.06% | 0.23% | Q4 2018 | Q3 2023 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
PROFESSIONAL PLANNING | 4 | 1 | 0.23% | 0.93% | 4.24% | Q4 2018 | Q3 2021 | 6 |
One Capital Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Carolina Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
Gerber Kawasaki Wealth & Investment Management | 4 | 1 | 0.02% | 0.05% | 0.16% | Q4 2015 | Q1 2022 | 5 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2019 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 5 |
Surevest, LLC | 5 | 5 | 0.33% | 0.69% | 1.10% | Q4 2018 | Q4 2019 | 5 |
CORRADO ADVISORS, LLC | 5 | 5 | 0.13% | 0.17% | 0.21% | Q4 2016 | Q4 2017 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
PRINCETON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
J.W. COLE ADVISORS, INC. | 3 | 2 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q1 2022 | 5 |
Financial Management Professionals, Inc. | 2 | 1 | 0.02% | 0.67% | 1.22% | Q2 2017 | Q1 2023 | 5 |
Portfolio Strategies, Inc. | 5 | 5 | 0.13% | 3.87% | 7.03% | Q4 2017 | Q4 2018 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q2 2022 | 5 |
Banco Santander, S.A. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Phoenix Holdings Ltd. | 3 | 2 | 0.00% | 1.47% | 3.65% | Q4 2021 | Q3 2023 | 5 |
SPINNAKER TRUST | 5 | 5 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2015 | 5 |
HBW ADVISORY SERVICES LLC | 4 | 1 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 5 |
SUMMIT FINANCIAL GROUP, INC. | 5 | 5 | 0.08% | 0.12% | 0.15% | Q1 2021 | Q1 2022 | 5 |
REGENTATLANTIC CAPITAL LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 5 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.12% | 0.22% | 0.32% | Q1 2019 | Q4 2019 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.05% | 0.09% | Q3 2016 | Q4 2018 | 4 |
Commonwealth Equity Services, Inc | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2017 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.02% | 0.10% | Q3 2020 | Q4 2022 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 2.38% | 2.84% | 3.12% | Q4 2022 | Q3 2023 | 4 |
Atria Investments, Inc | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 4 |
Paragon Wealth Strategies, LLC | 4 | 4 | 0.34% | 6.09% | 11.05% | Q2 2018 | Q1 2019 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Creative Planning | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 4 |
Mathes Company, Inc. | 4 | 4 | 0.15% | 0.16% | 0.18% | Q3 2018 | Q2 2019 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q1 2022 | 4 |
Virtu Financial LLC | 4 | 4 | 0.04% | 0.09% | 0.14% | Q4 2018 | Q3 2019 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.04% | 0.12% | 0.17% | Q1 2021 | Q4 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 1 | 0.41% | 10.38% | 15.70% | Q3 2016 | Q2 2020 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Lee Financial Group Hawaii, Inc. | 4 | 4 | 3.84% | 4.92% | 6.00% | Q1 2021 | Q4 2021 | 4 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q1 2022 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.07% | 0.18% | Q1 2021 | Q3 2023 | 4 |
Brookstone Capital Management | 4 | 4 | 0.48% | 0.61% | 0.73% | Q2 2018 | Q1 2019 | 4 |
Jackson Wealth Management, LLC | 4 | 4 | 0.10% | 0.10% | 0.12% | Q3 2019 | Q2 2020 | 4 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 4 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Ashford Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q4 2017 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 4.79% | 5.09% | 5.34% | Q1 2019 | Q3 2019 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2020 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 3 | 0.22% | 3.38% | 5.12% | Q2 2018 | Q4 2018 | 3 |
Cooper Financial Group | 3 | 3 | 0.10% | 0.13% | 0.14% | Q4 2019 | Q2 2020 | 3 |
Grey Fox Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q2 2023 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.47% | 0.49% | 0.50% | Q4 2022 | Q3 2023 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Cavalier Investments, LLC | 1 | 1 | 0.92% | 1.64% | 2.36% | Q3 2018 | Q4 2019 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q3 2019 | Q4 2019 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q3 2018 | Q4 2018 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q4 2021 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.60% | 0.61% | 0.62% | Q1 2021 | Q2 2021 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
FIRST AMERICAN TRUST, FSB | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2019 | Q4 2019 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Pinnacle Advisory Group, Inc. | 2 | 2 | 0.18% | 0.21% | 0.23% | Q2 2014 | Q3 2014 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 2.73% | 2.74% | 2.75% | Q1 2023 | Q2 2023 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIFTH LANE CAPITAL, LP | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
DRW Securities, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 1.68% | 1.70% | 1.72% | Q2 2019 | Q3 2019 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q4 2019 | 2 |
KWB Wealth | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2022 | Q4 2022 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
AXS Investments LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WMG Financial Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q2 2023 | Q2 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Archer Investment Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
HERBST GROUP, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2021 | Q4 2021 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Tyers Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q4 2021 | Q4 2021 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2018 | Q3 2018 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Financial Architects, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2023 | Q2 2023 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
PETERSON WEALTH MANAGEMENT | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 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.