Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
STATE STREET CORP | 37 | 37 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Newman Dignan & Sheerar, Inc. | 27 | 27 | 0.02% | 0.39% | 1.02% | Q4 2016 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 25 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.26% | 1.93% | 5.67% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 23 | 23 | 0.29% | 0.45% | 0.56% | Q1 2018 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CWM, LLC | 15 | 8 | 0.00% | 0.05% | 0.51% | Q4 2017 | Q3 2023 | 23 |
LPL Financial LLC | 16 | 1 | 0.00% | 0.04% | 0.16% | Q1 2016 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 17 | 4 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 21 |
Continuum Advisory, LLC | 20 | 20 | 0.14% | 2.61% | 6.20% | Q4 2018 | Q3 2023 | 20 |
Brio Consultants, LLC | 20 | 20 | 1.96% | 3.41% | 6.74% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Avior Wealth Management, LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
MCF Advisors LLC | 12 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
UBS Group AG | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 18 |
Mutual Advisors, LLC | 17 | 17 | 0.03% | 0.10% | 0.17% | Q3 2019 | Q3 2023 | 17 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
FMR LLC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
ASSETMARK, INC | 11 | 5 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 16 |
IFP Advisors, Inc | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
CreativeOne Wealth, LLC | 8 | 7 | 0.03% | 0.08% | 0.23% | Q2 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 15 |
CX Institutional | 9 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2022 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FormulaFolio Investments, LLC | 14 | 14 | 0.02% | 0.08% | 0.19% | Q1 2018 | Q2 2021 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q3 2023 | 14 |
Western Wealth Management, LLC | 8 | 5 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 13 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 9 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
V Wealth Advisors LLC | 10 | 2 | 0.05% | 0.18% | 0.23% | Q1 2020 | Q1 2023 | 12 |
Altavista Wealth Management, Inc. | 12 | 12 | 1.38% | 2.18% | 2.80% | Q1 2019 | Q4 2021 | 12 |
RDA Financial Network | 11 | 11 | 0.11% | 0.16% | 0.24% | Q1 2019 | Q3 2021 | 11 |
RFG Advisory, LLC | 6 | 5 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.03% | 1.07% | 1.58% | Q1 2021 | Q3 2023 | 11 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 11 | 0.01% | 0.10% | 0.14% | Q2 2019 | Q4 2021 | 11 |
Tortoise Investment Management, LLC | 11 | 11 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q1 2021 | 11 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.03% | 0.09% | 0.29% | Q3 2016 | Q3 2022 | 10 |
Bridge Advisory, LLC | 10 | 10 | 0.14% | 0.34% | 0.76% | Q2 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Certified Advisory Corp | 8 | 1 | 0.01% | 0.43% | 0.57% | Q3 2018 | Q3 2023 | 9 |
Janney Montgomery Scott LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BlackRock Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2022 | 8 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 8 |
Capital Wealth Alliance, LLC | 8 | 8 | 0.77% | 1.14% | 1.67% | Q4 2021 | Q3 2023 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
BLODGETT WEALTH ADVISORS, LLC | 8 | 8 | 0.31% | 0.35% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Raymond James Financial Services Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.01% | 0.04% | 0.11% | Q3 2020 | Q2 2022 | 8 |
GeoWealth Management, LLC | 7 | 1 | 0.07% | 0.16% | 0.30% | Q3 2019 | Q3 2023 | 8 |
Good Life Advisors, LLC | 8 | 8 | 0.05% | 1.87% | 3.36% | Q4 2021 | Q3 2023 | 8 |
Accel Wealth Management | 8 | 8 | 0.04% | 0.09% | 0.16% | Q2 2021 | Q1 2023 | 8 |
Stadion Money Management, LLC | 8 | 8 | 0.04% | 0.07% | 0.12% | Q4 2013 | Q3 2015 | 8 |
Colonial River Wealth Management, LLC | 8 | 8 | 0.36% | 0.78% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 8 | 8 | 0.03% | 0.07% | 0.13% | Q1 2020 | Q4 2021 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.02% | 0.64% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Partners, LTD. | 8 | 8 | 0.01% | 0.09% | 0.58% | Q2 2021 | Q1 2023 | 8 |
AE Wealth Management LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Capital Analysts, LLC | 8 | 8 | 0.00% | 1.37% | 3.76% | Q4 2021 | Q3 2023 | 8 |
JPMORGAN CHASE & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 3.19% | 5.18% | 7.13% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Clear Perspectives Financial Planning, LLC | 7 | 7 | 0.02% | 2.92% | 5.38% | Q4 2020 | Q2 2022 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Aveo Capital Partners, LLC | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Strategic Wealth Partners, Ltd. | 7 | 7 | 0.00% | 0.20% | 0.31% | Q1 2018 | Q3 2019 | 7 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 7 | 7 | 0.33% | 0.36% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisors LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Aspire Private Capital, LLC | 7 | 7 | 1.92% | 2.09% | 2.29% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.03% | 0.21% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Orion Portfolio Solutions, LLC | 7 | 7 | 0.01% | 0.05% | 0.11% | Q1 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.09% | 0.16% | 0.21% | Q1 2022 | Q3 2023 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2016 | 7 |
CITIGROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Hilltop Holdings Inc. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2023 | 7 |
Keystone Financial Group | 5 | 2 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Fermata Advisors, LLC | 7 | 7 | 0.18% | 1.59% | 2.38% | Q3 2021 | Q1 2023 | 7 |
PARK AVENUE SECURITIES LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.66% | 0.84% | 1.19% | Q1 2022 | Q3 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.05% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
HighTower Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Wealthcare Advisory Partners LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.02% | 0.11% | 0.21% | Q1 2022 | Q3 2023 | 7 |
McNamara Financial Services, Inc. | 7 | 7 | 0.28% | 0.30% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Castleview Partners, LLC | 7 | 7 | 0.08% | 0.14% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Simplicity Solutions, LLC | 6 | 6 | 0.01% | 0.28% | 0.79% | Q1 2022 | Q2 2023 | 6 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.31% | 0.69% | Q2 2022 | Q4 2023 | 6 |
Truadvice, LLC | 4 | 2 | 0.10% | 0.18% | 0.33% | Q4 2021 | Q2 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.10% | 0.39% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Capital Investment Advisory Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
VisionPoint Advisory Group, LLC | 4 | 2 | 0.02% | 0.11% | 0.16% | Q2 2021 | Q3 2023 | 6 |
Cetera Investment Advisers | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 6 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
PCG Wealth Advisors, LLC | 6 | 6 | 0.27% | 0.32% | 0.35% | Q4 2021 | Q1 2023 | 6 |
Strategic Investment Advisors / MI | 4 | 2 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Leeward Financial Partners, LLC | 5 | 5 | 0.17% | 1.27% | 1.77% | Q2 2022 | Q2 2023 | 5 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.04% | 0.53% | 0.81% | Q2 2021 | Q4 2022 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 5 |
Sigma Planning Corp | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Bay Harbor Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Ruggie Capital Group | 5 | 5 | 0.20% | 0.53% | 0.92% | Q2 2018 | Q2 2019 | 5 |
Valmark Advisers, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
ALESCO ADVISORS LLC | 5 | 5 | 0.05% | 0.31% | 0.46% | Q3 2022 | Q3 2023 | 5 |
ODonnell Financial Services, LLC | 5 | 5 | 3.47% | 11.91% | 34.93% | Q3 2021 | Q3 2022 | 5 |
Parallel Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Perigon Wealth Management, LLC | 4 | 4 | 0.09% | 0.12% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Meridian Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Balboa Wealth Partners | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Antonetti Capital Management LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Austin Private Wealth, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 4 |
Treasure Coast Financial Planning | 4 | 4 | 1.68% | 1.81% | 2.02% | Q4 2022 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.13% | 1.04% | 2.07% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Financial & Tax Architects, LLC | 2 | 2 | 0.40% | 0.49% | 0.60% | Q2 2021 | Q3 2022 | 4 |
Atria Investments, Inc | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.27% | 0.45% | 0.57% | Q4 2022 | Q3 2023 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 4 | 0.04% | 0.09% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Howard Capital Management Inc. | 4 | 4 | 0.35% | 0.61% | 1.04% | Q3 2021 | Q2 2022 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Legacy Capital Partners, Inc. | 4 | 4 | 0.10% | 0.10% | 0.12% | Q4 2019 | Q3 2020 | 4 |
Financial Architects, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
CAPITAL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.30% | 0.59% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BANK OF MONTREAL /CAN/ | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 3 | 3 | 3.09% | 3.33% | 3.61% | Q2 2021 | Q4 2021 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 0.34% | 0.40% | 0.47% | Q2 2022 | Q4 2022 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2014 | 3 |
Simplicity Wealth,LLC | 3 | 3 | 0.13% | 0.15% | 0.20% | Q1 2023 | Q3 2023 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pure Financial Advisors, LLC | 3 | 3 | 0.02% | 0.13% | 0.23% | Q1 2022 | Q3 2022 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.27% | 0.32% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
E&G Advisors, LP | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.03% | 0.18% | 0.28% | Q1 2022 | Q3 2022 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
USAdvisors Wealth Management, LLC | 3 | 3 | 0.39% | 0.40% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 2 |
West Wealth Group, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Paladin Advisory Group, LLC | 2 | 2 | 1.23% | 1.23% | 1.23% | Q2 2023 | Q3 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q3 2020 | Q4 2020 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
American Trust | 1 | 1 | 0.06% | 0.22% | 0.39% | Q3 2022 | Q2 2023 | 2 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 2 |
CLIENT 1ST ADVISORY GROUP, LLC | 2 | 2 | 0.23% | 0.51% | 0.80% | Q4 2019 | Q1 2020 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.26% | 0.31% | 0.37% | Q3 2022 | Q4 2022 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q4 2017 | Q1 2018 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.46% | 0.49% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Owen LaRue, LLC | 2 | 2 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q1 2023 | 2 |
JEPPSON WEALTH MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.42% | 0.72% | Q1 2022 | Q2 2022 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2017 | 2 |
PFG Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Virtu Financial LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Argent Trust Co | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Bienville Capital Management, LLC | 2 | 2 | 0.22% | 0.25% | 0.28% | Q3 2022 | Q4 2022 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.82% | 1.62% | Q4 2022 | Q2 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 1.44% | 1.82% | 2.20% | Q3 2021 | Q4 2021 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q1 2021 | Q2 2021 | 2 |
Shorepoint Capital Partners LLC | 2 | 2 | 1.53% | 2.11% | 2.69% | Q3 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q4 2017 | Q1 2018 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q1 2022 | Q2 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.13% | 0.25% | 0.36% | Q2 2022 | Q3 2022 | 2 |
Private Wealth Group, LLC | 2 | 2 | 2.43% | 2.45% | 2.47% | Q4 2021 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q2 2022 | Q3 2022 | 2 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ledyard National Bank | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
StoneX Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Redwood Financial Network Corp | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Columbia Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEALTH EFFECTS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.