Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.04% | 0.10% | Q1 2015 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
CPWM, LLC | 27 | 27 | 0.03% | 0.05% | 0.14% | Q1 2016 | Q3 2022 | 27 |
BANK OF MONTREAL /CAN/ | 14 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 26 |
Burt Wealth Advisors | 25 | 25 | 0.05% | 0.64% | 2.08% | Q4 2014 | Q4 2020 | 25 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
HUNTINGTON NATIONAL BANK | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2019 | 24 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 20 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 24 |
PDS Planning, Inc | 24 | 24 | 0.20% | 1.04% | 2.28% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.05% | 0.17% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Winch Advisory Services, LLC | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 16 | 6 | 0.01% | 0.05% | 0.20% | Q4 2016 | Q2 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Advisors Preferred, LLC | 5 | 1 | 0.00% | 0.06% | 0.17% | Q1 2015 | Q3 2021 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Bremer Bank National Association | 19 | 19 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2023 | 19 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 19 |
Busey Bank | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.07% | 0.62% | 1.56% | Q4 2017 | Q3 2023 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Rossmore Private Capital | 14 | 14 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2020 | 14 |
FIRST FOUNDATION ADVISORS | 14 | 14 | 0.09% | 0.37% | 0.62% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 13 | 13 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q4 2018 | 13 |
Global Retirement Partners, LLC | 13 | 13 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Versant Capital Management, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Advisor Group, Inc. | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 12 |
RFG Advisory, LLC | 11 | 1 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2021 | 12 |
Claraphi Advisory Network, LLC | 11 | 11 | 0.07% | 0.31% | 0.53% | Q2 2018 | Q4 2020 | 11 |
Edge Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.04% | 0.09% | 0.14% | Q4 2018 | Q3 2021 | 11 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 11 |
IFP Advisors, Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Creative Planning | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.07% | 0.09% | 0.10% | Q4 2018 | Q1 2021 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.03% | 0.05% | Q3 2014 | Q4 2016 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Stratos Wealth Partners, LTD. | 7 | 3 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2019 | 10 |
Professional Financial Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2021 | 9 |
HANCOCK WHITNEY CORP | 5 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
CABOT WEALTH MANAGEMENT INC | 9 | 9 | 0.53% | 0.63% | 0.70% | Q2 2013 | Q2 2015 | 9 |
Geneos Wealth Management Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Golden State Equity Partners | 6 | 3 | 0.24% | 1.02% | 1.76% | Q4 2020 | Q3 2023 | 9 |
Relative Value Partners Group, LLC | 5 | 3 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
VSR Financial Services, Inc. | 7 | 7 | 0.09% | 0.20% | 0.40% | Q4 2014 | Q2 2016 | 7 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Garrett Wealth Advisory Group, LLC | 6 | 6 | 3.21% | 3.53% | 4.00% | Q4 2018 | Q1 2020 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.04% | 0.08% | 0.11% | Q3 2018 | Q1 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Raymond James Financial Services Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 5 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2021 | 5 |
Connecticut Wealth Management, LLC | 5 | 5 | 0.03% | 0.16% | 0.30% | Q3 2020 | Q3 2021 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 0.12% | 0.27% | 0.78% | Q1 2020 | Q1 2021 | 5 |
MFA WEALTH ADVISORS, LLC | 5 | 5 | 0.38% | 6.74% | 10.02% | Q4 2017 | Q4 2018 | 5 |
Secrest Blakey & Associates, LLC | 5 | 5 | 0.18% | 0.19% | 0.20% | Q4 2017 | Q4 2018 | 5 |
IHT Wealth Management, LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q1 2018 | 5 |
Compass Ion Advisors, LLC | 3 | 2 | 0.08% | 0.15% | 0.22% | Q4 2019 | Q3 2021 | 5 |
Great Point Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 0.10% | 0.24% | 0.35% | Q4 2022 | Q3 2023 | 4 |
SteelPeak Wealth, LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2019 | Q3 2020 | 4 |
Retirement Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 4 |
MSI Financial Services Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 4 |
Advisory Services Network, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.20% | 0.36% | 0.49% | Q1 2018 | Q3 2018 | 3 |
Pinnacle Summer Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.06% | 0.10% | 0.19% | Q4 2020 | Q1 2022 | 3 |
D.B. Root & Company, LLC | 3 | 3 | 0.10% | 0.17% | 0.25% | Q4 2017 | Q2 2018 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Baldrige Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.53% | 0.55% | 0.59% | Q4 2017 | Q2 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
PCG Wealth Advisors, LLC | 3 | 3 | 0.34% | 0.35% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
HBK Sorce Advisory LLC | 2 | 1 | 0.06% | 0.95% | 2.57% | Q4 2015 | Q4 2016 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 2 |
Live Your Vision, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
TMD & ASSOCIATES, INC | 2 | 2 | 0.20% | 0.26% | 0.31% | Q3 2016 | Q4 2016 | 2 |
Cassaday & Co Inc. | 1 | 1 | 0.05% | 1.51% | 2.96% | Q4 2014 | Q4 2015 | 2 |
COOPER/HAIMS ADVISORS, LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q4 2017 | Q1 2018 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Retireful, LLC | 1 | 1 | 0.54% | 1.42% | 2.30% | Q1 2023 | Q3 2023 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
StoneX Group Inc. | 2 | 2 | 0.11% | 0.29% | 0.47% | Q2 2017 | Q3 2017 | 2 |
Chevy Chase Trust Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Atria Investments, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2018 | Q3 2018 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Diligent Investors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2021 | Q1 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
RTD Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own SSGA ACTIVE ETF TR or have owned SSGA ACTIVE ETF TR in the past.