Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Citadel Advisors | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 8 | 3 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q3 2023 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
UBS Group AG | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Atria Investments, Inc | 7 | 7 | 0.02% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 7 |
ROYAL BANK OF CANADA | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisor Networks LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
MCF Advisors LLC | 5 | 5 | 0.02% | 0.07% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Raymond James Financial Services Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.08% | 0.11% | 0.18% | Q3 2022 | Q3 2023 | 5 |
BANK OF AMERICA CORP /DE/ | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Castleview Partners, LLC | 5 | 5 | 0.36% | 0.67% | 0.84% | Q3 2022 | Q3 2023 | 5 |
CWA Asset Management Group, LLC | 4 | 4 | 0.26% | 0.83% | 1.22% | Q4 2022 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.27% | 0.43% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Rockefeller Capital Management L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Renaissance Technologies | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MORGAN STANLEY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
VALLEY NATIONAL ADVISERS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.10% | 0.20% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.24% | 0.55% | 0.77% | Q4 2022 | Q3 2023 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Asset Dedication, LLC | 4 | 4 | 0.01% | 0.06% | 0.13% | Q4 2022 | Q3 2023 | 4 |
LPL Financial LLC | 4 | 4 | 0.03% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Private Advisor Group, LLC | 4 | 4 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Choate Investment Advisors | 4 | 4 | 0.34% | 1.26% | 3.13% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.14% | 0.66% | 0.90% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Values First Advisors, Inc. | 4 | 4 | 4.11% | 4.40% | 4.76% | Q4 2022 | Q3 2023 | 4 |
STAPP WEALTH MANAGEMENT, PLLC | 2 | 2 | 0.74% | 8.42% | 17.19% | Q3 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Kohmann Bosshard Financial Services, LLC | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 3.46% | 3.53% | 3.57% | Q4 2022 | Q3 2023 | 4 |
PARSONS CAPITAL MANAGEMENT INC/RI | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.07% | 0.26% | 0.34% | Q4 2022 | Q3 2023 | 4 |
CWM, LLC | 4 | 4 | 0.30% | 0.69% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 1.64% | 3.66% | 5.80% | Q4 2022 | Q3 2023 | 4 |
Dakota Wealth Management | 4 | 4 | 0.69% | 1.06% | 1.42% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 4 |
DB Wealth Management Group, LLC | 4 | 4 | 1.98% | 2.03% | 2.10% | Q4 2022 | Q3 2023 | 4 |
WJ Wealth Management, LLC | 4 | 4 | 0.56% | 1.23% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Private Portfolio Partners LLC | 4 | 4 | 0.08% | 0.39% | 0.64% | Q4 2022 | Q3 2023 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 4 | 0.08% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.06% | 0.11% | 0.23% | Q4 2022 | Q3 2023 | 4 |
TMD Wealth Management, LLC | 3 | 3 | 4.80% | 9.09% | 11.58% | Q1 2023 | Q3 2023 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.06% | 0.09% | 0.14% | Q1 2023 | Q3 2023 | 3 |
AMERIPRISE FINANCIAL INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Vertex Planning Partners, LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 1 | 0.01% | 0.05% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.34% | 0.43% | 0.54% | Q1 2023 | Q3 2023 | 3 |
AlphaCore Capital LLC | 3 | 3 | 1.73% | 2.02% | 2.37% | Q1 2023 | Q3 2023 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.28% | 0.43% | 0.67% | Q1 2023 | Q3 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.13% | 0.54% | 1.34% | Q1 2023 | Q3 2023 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.10% | 0.12% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.32% | 0.52% | 0.65% | Q1 2023 | Q3 2023 | 3 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 14.94% | 15.44% | 15.95% | Q1 2023 | Q3 2023 | 3 |
OneAscent Wealth Management LLC | 3 | 3 | 0.83% | 0.97% | 1.10% | Q1 2023 | Q3 2023 | 3 |
Keystone Financial Group | 2 | 1 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.03% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Waldron Private Wealth LLC | 3 | 3 | 1.12% | 1.13% | 1.15% | Q1 2023 | Q3 2023 | 3 |
Kingfisher Capital LLC | 3 | 3 | 1.39% | 1.40% | 1.42% | Q1 2023 | Q3 2023 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Pekin Hardy Strauss, Inc. | 3 | 3 | 0.06% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Shepherd Financial Partners LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
BCGM Wealth Management, LLC | 3 | 3 | 0.40% | 0.46% | 0.50% | Q3 2022 | Q1 2023 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 3.28% | 3.38% | 3.46% | Q4 2022 | Q2 2023 | 3 |
STUDIO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.53% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Treasure Coast Financial Planning | 3 | 3 | 0.71% | 5.11% | 7.47% | Q1 2023 | Q3 2023 | 3 |
Destination Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.16% | 0.29% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Anson Capital, Inc. | 3 | 3 | 0.39% | 1.16% | 1.77% | Q1 2023 | Q3 2023 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Epoch Investment Partners, Inc. | 3 | 3 | 0.03% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 3 |
Alpha Financial Partners, LLC | 3 | 3 | 0.96% | 2.07% | 2.96% | Q1 2023 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.20% | 0.33% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.19% | 0.30% | Q2 2023 | Q4 2023 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Beacon Capital Management, Inc. | 3 | 3 | 0.45% | 0.59% | 0.69% | Q1 2023 | Q3 2023 | 3 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sargent Investment Group, LLC | 3 | 3 | 4.27% | 5.74% | 7.77% | Q1 2023 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Valmark Advisers, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Architects, Inc | 3 | 3 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q2 2023 | 3 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 1.40% | 3.20% | 5.33% | Q2 2022 | Q3 2023 | 3 |
Beacon Wealthcare LLC | 3 | 3 | 0.17% | 0.34% | 0.43% | Q2 2023 | Q4 2023 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.17% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.28% | 0.75% | 1.16% | Q1 2023 | Q3 2023 | 3 |
Leucadia National | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
JDM Financial Group LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sound Financial Strategies Group, LLC | 3 | 3 | 0.58% | 1.22% | 2.14% | Q1 2023 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 3 | 3 | 0.24% | 0.65% | 0.99% | Q1 2023 | Q3 2023 | 3 |
Peak Asset Management, LLC | 3 | 3 | 2.42% | 2.94% | 3.42% | Q1 2023 | Q3 2023 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3 | 3 | 5.27% | 5.66% | 6.42% | Q1 2023 | Q3 2023 | 3 |
Carr Financial Group Corp | 3 | 3 | 0.11% | 1.31% | 2.17% | Q1 2023 | Q3 2023 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.11% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Fortis Capital Advisors, LLC | 3 | 3 | 3.22% | 3.46% | 3.62% | Q1 2023 | Q3 2023 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.12% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WELLS FARGO & COMPANY/MN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.07% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ALESCO ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FINANCIAL LIFE ADVISORS | 2 | 2 | 0.26% | 0.32% | 0.38% | Q3 2022 | Q4 2022 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.38% | 0.40% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.30% | 0.58% | Q2 2023 | Q3 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.57% | 0.61% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Auour Investments LLC | 2 | 2 | 1.49% | 1.59% | 1.68% | Q2 2023 | Q3 2023 | 2 |
RiverTree Advisors, LLC | 2 | 2 | 0.30% | 2.11% | 3.91% | Q2 2023 | Q3 2023 | 2 |
Realta Investment Advisors | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Trinity Legacy Partners, LLC | 2 | 2 | 1.55% | 1.84% | 2.13% | Q2 2023 | Q3 2023 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.48% | 0.51% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.03% | 0.21% | 0.39% | Q2 2023 | Q3 2023 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.07% | 1.05% | 2.04% | Q2 2023 | Q3 2023 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 1.02% | 1.06% | 1.09% | Q2 2023 | Q3 2023 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
IAMS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.96% | 2.08% | 3.20% | Q2 2023 | Q3 2023 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.29% | 0.72% | 1.15% | Q2 2023 | Q3 2023 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 7.27% | 7.97% | 8.67% | Q2 2023 | Q3 2023 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.16% | 0.40% | 0.64% | Q1 2023 | Q2 2023 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.18% | 0.65% | 1.12% | Q2 2023 | Q3 2023 | 2 |
PECAUT & CO. | 2 | 2 | 8.79% | 8.98% | 9.18% | Q2 2023 | Q3 2023 | 2 |
HM PAYSON & CO | 2 | 2 | 0.06% | 1.18% | 2.29% | Q2 2023 | Q3 2023 | 2 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
McGuire Investment Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.05% | 0.17% | 0.28% | Q2 2023 | Q3 2023 | 2 |
LWMG, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
RFG HOLDINGS, INC. | 2 | 2 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q2 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.36% | 0.45% | 0.53% | Q2 2023 | Q3 2023 | 2 |
PETREDIS INVESTMENT ADVISORS LLC | 2 | 2 | 3.11% | 3.35% | 3.58% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Asset Management, LLC | 2 | 2 | 2.85% | 3.49% | 4.12% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
IPG Investment Advisors LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2023 | Q1 2023 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ERn Financial, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 2.97% | 2.97% | 2.97% | Q2 2022 | Q2 2022 | 1 |
Smart Money Group LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Horizon Family Wealth, Inc. | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Smithfield Trust Co | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Schwab Charitable Fund | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Revolve Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Source Financial Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
GenTrust, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fairbanks Capital Management, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q2 2023 | Q2 2023 | 1 |
O'ROURKE & COMPANY, Inc | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Legacy CG, LLC | 1 | 1 | 4.81% | 4.81% | 4.81% | Q3 2023 | Q3 2023 | 1 |
Advance Capital Management, Inc. | 1 | 1 | 4.22% | 4.22% | 4.22% | Q3 2023 | Q3 2023 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2023 | Q3 2023 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hardy Reed LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Night Owl Capital Management, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2022 | Q3 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
JACOBSON & SCHMITT ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
PFG Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.