Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Advisors Asset Management, Inc. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 30 | 30 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 30 | 30 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Gradient Investments LLC | 30 | 30 | 0.00% | 0.10% | 0.36% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
GUGGENHEIM CAPITAL LLC | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Cambria Investment Management, L.P. | 30 | 30 | 0.15% | 0.62% | 1.49% | Q2 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 30 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Hilltop Holdings Inc. | 15 | 13 | 0.12% | 0.51% | 1.10% | Q3 2016 | Q3 2023 | 28 |
ASSETMARK, INC | 28 | 28 | 0.00% | 0.07% | 0.34% | Q4 2016 | Q3 2023 | 28 |
PARK AVENUE SECURITIES LLC | 28 | 28 | 0.00% | 0.08% | 0.24% | Q4 2016 | Q3 2023 | 28 |
1832 Asset Management L.P. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
AMERIPRISE FINANCIAL INC | 19 | 2 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 25 |
CITIGROUP INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 2.92% | 7.34% | 11.79% | Q4 2017 | Q3 2023 | 24 |
Hudock, Inc. | 21 | 2 | 0.00% | 0.02% | 0.22% | Q2 2016 | Q3 2022 | 23 |
MML INVESTORS SERVICES, LLC | 20 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 23 |
OneDigital Investment Advisors LLC | 9 | 5 | 0.03% | 0.08% | 0.20% | Q2 2017 | Q3 2023 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.04% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.20% | 0.63% | 1.18% | Q4 2018 | Q3 2023 | 20 |
QS Investors, LLC | 17 | 2 | 0.00% | 0.12% | 0.28% | Q2 2016 | Q1 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Hillsdale Investment Management Inc. | 11 | 3 | 0.01% | 0.11% | 0.70% | Q1 2016 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.06% | 0.33% | 0.49% | Q1 2019 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 17 | 1 | 0.00% | 0.17% | 0.56% | Q4 2016 | Q1 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 18 | 18 | 0.36% | 0.78% | 1.41% | Q4 2018 | Q1 2023 | 18 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 18 |
Almanack Investment Partners, LLC. | 7 | 1 | 0.04% | 0.73% | 4.62% | Q2 2017 | Q3 2022 | 16 |
Advisory Services Network, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2023 | 16 |
PFS INVESTMENTS INC. | 10 | 6 | 0.06% | 0.14% | 0.23% | Q4 2017 | Q2 2022 | 16 |
Sage Advisory Services, Ltd.Co. | 15 | 15 | 0.22% | 1.22% | 2.85% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
JPMORGAN CHASE & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.02% | 0.33% | 1.64% | Q2 2016 | Q2 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 14 |
Sepio Capital, LP | 14 | 14 | 0.04% | 0.21% | 0.42% | Q1 2019 | Q2 2022 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.90% | 2.86% | 4.53% | Q4 2018 | Q1 2022 | 14 |
Parallax Volatility Advisers, L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.07% | 0.15% | Q4 2016 | Q4 2019 | 13 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Pinion Investment Advisors, LLC | 8 | 2 | 0.20% | 0.64% | 0.86% | Q1 2018 | Q3 2023 | 12 |
Transamerica Financial Advisors, Inc. | 11 | 1 | 0.00% | 0.14% | 0.45% | Q2 2016 | Q2 2019 | 12 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.09% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 11 |
WBI INVESTMENTS, LLC | 9 | 1 | 0.04% | 0.63% | 1.15% | Q3 2016 | Q4 2021 | 11 |
Greytown Advisors Inc. | 11 | 11 | 0.11% | 0.18% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Merriman Wealth Management, LLC | 4 | 1 | 0.05% | 0.23% | 0.48% | Q4 2016 | Q1 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 4 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 11 |
AdvisorNet Financial, Inc | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q2 2022 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Leelyn Smith, LLC | 6 | 4 | 0.00% | 0.21% | 0.51% | Q4 2019 | Q2 2022 | 10 |
Cetera Investment Advisers | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 10 |
Princeton Global Asset Management LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2021 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Verde Capital Management | 10 | 10 | 0.36% | 0.53% | 0.79% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 10 | 10 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q4 2021 | 10 |
FDx Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 10 |
Mirae Asset Global Investments Co., Ltd. | 7 | 3 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q2 2020 | 10 |
Koss-Olinger Consulting, LLC | 6 | 4 | 0.03% | 4.12% | 5.82% | Q1 2021 | Q3 2023 | 10 |
PRUDENTIAL PLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2018 | 9 |
BLAIR WILLIAM & CO/IL | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
Tidal Investments LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Orion Portfolio Solutions, LLC | 5 | 2 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q2 2023 | 9 |
VAN ECK ASSOCIATES CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
AFAM CAPITAL, INC. | 9 | 9 | 0.15% | 0.73% | 1.23% | Q2 2016 | Q2 2018 | 9 |
Steward Partners Investment Advisory, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
SEAVIEW INVESTMENT MANAGERS LLC | 9 | 9 | 0.09% | 0.24% | 0.45% | Q1 2021 | Q1 2023 | 9 |
Qube Research & Technologies Ltd | 5 | 4 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Weatherstone Capital Management | 9 | 9 | 0.15% | 0.24% | 0.42% | Q2 2016 | Q2 2018 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.14% | 1.21% | Q1 2018 | Q3 2023 | 9 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
STIFEL FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 8 |
Wavelength Capital Management, LLC | 8 | 8 | 4.50% | 5.58% | 6.50% | Q4 2021 | Q3 2023 | 8 |
Redhawk Wealth Advisors, Inc. | 6 | 1 | 0.06% | 1.09% | 2.69% | Q1 2020 | Q2 2023 | 8 |
Baird Financial Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Banque Cantonale Vaudoise | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Shamrock Asset Management LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q1 2018 | 8 |
LexAurum Advisors, LLC | 8 | 8 | 0.07% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
First Allied Advisory Services, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 7 |
INNEALTA CAPITAL, LLC | 7 | 7 | 0.29% | 0.42% | 0.70% | Q4 2018 | Q2 2020 | 7 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 7 |
US BANCORP \DE\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 7 |
Richard Bernstein Advisors LLC | 7 | 7 | 0.00% | 3.52% | 5.38% | Q1 2021 | Q3 2022 | 7 |
Cardan Capital Partners, LLC | 7 | 7 | 0.22% | 0.92% | 1.57% | Q1 2020 | Q3 2021 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 7 |
Allianz Asset Management GmbH | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 7 |
AlphaStar Capital Management, LLC | 4 | 2 | 0.00% | 0.09% | 0.13% | Q2 2018 | Q2 2020 | 6 |
Ascent Group, LLC | 6 | 6 | 0.04% | 0.12% | 0.15% | Q4 2021 | Q1 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Eudaimonia Partners, LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.10% | 0.16% | 0.20% | Q1 2021 | Q2 2022 | 6 |
PATRON PARTNERS, LLC | 6 | 6 | 0.29% | 0.48% | 0.63% | Q1 2021 | Q2 2022 | 6 |
Zurich Insurance Group Ltd/FI | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Venturi Wealth Management, LLC | 6 | 6 | 0.04% | 0.07% | 0.11% | Q1 2021 | Q2 2022 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 6 |
MARSHALL WACE, LLP | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
IHT Wealth Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q2 2021 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 6 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 6 |
OPPENHEIMER & CO INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q3 2017 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 1 | 0.18% | 0.26% | 0.33% | Q1 2021 | Q2 2022 | 5 |
TrinityPoint Wealth, LLC | 5 | 5 | 0.08% | 0.11% | 0.13% | Q2 2021 | Q2 2022 | 5 |
GoalVest Advisory LLC | 3 | 2 | 0.07% | 0.11% | 0.18% | Q4 2020 | Q2 2022 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
CWM, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q1 2021 | 5 |
Kellett Wealth Advisors, LLC | 5 | 5 | 3.99% | 4.96% | 5.74% | Q3 2022 | Q3 2023 | 5 |
Seed Wealth Management, Inc. | 4 | 4 | 1.33% | 1.50% | 1.70% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.03% | 0.03% | 0.05% | Q1 2019 | Q1 2020 | 4 |
Hanlon Investment Management, Inc. | 4 | 4 | 3.79% | 4.08% | 4.36% | Q2 2016 | Q1 2017 | 4 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 4 |
Bluefin Trading, LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q4 2017 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.07% | 0.22% | Q2 2016 | Q2 2017 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
CAPE COD FIVE CENTS SAVINGS BANK | 4 | 4 | 0.38% | 0.41% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Endowment Wealth Management, Inc. | 3 | 1 | 0.18% | 0.21% | 0.24% | Q3 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 1.28% | 1.57% | 1.79% | Q4 2022 | Q3 2023 | 4 |
Crabel Capital Management, LLC | 3 | 1 | 0.21% | 0.36% | 0.72% | Q4 2017 | Q4 2018 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.04% | 0.19% | 0.31% | Q4 2016 | Q3 2017 | 4 |
Aperture Investors, LLC | 4 | 4 | 0.42% | 0.78% | 1.30% | Q4 2019 | Q3 2020 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.18% | 0.29% | 0.38% | Q2 2022 | Q2 2023 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.20% | 0.32% | 0.44% | Q2 2021 | Q1 2022 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q2 2022 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 4 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
QUATTRO FINANCIAL ADVISORS LLC | 4 | 4 | 0.18% | 0.95% | 1.93% | Q1 2017 | Q4 2017 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
NATIXIS | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2020 | 3 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Mid-American Wealth Advisory Group, Inc. | 2 | 1 | 0.31% | 1.40% | 2.70% | Q4 2021 | Q2 2023 | 3 |
Covestor Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.24% | 0.25% | 0.25% | Q2 2019 | Q4 2019 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.14% | 0.18% | 0.23% | Q3 2020 | Q1 2021 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.03% | 0.09% | 0.16% | Q1 2020 | Q1 2022 | 3 |
NWAM LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Fermata Advisors, LLC | 2 | 1 | 0.06% | 0.70% | 1.39% | Q4 2022 | Q3 2023 | 3 |
My Legacy Advisors, LLC | 3 | 3 | 1.40% | 1.61% | 1.82% | Q1 2022 | Q3 2022 | 3 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Transform Wealth, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2020 | 3 |
Alpha Omega Group, Inc. | 3 | 3 | 4.95% | 5.14% | 5.28% | Q2 2021 | Q4 2021 | 3 |
Beacon Pointe Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
EUDAIMONIA ADVISORS LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.07% | 0.10% | Q3 2018 | Q4 2019 | 3 |
FRANKLIN RESOURCES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 3 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ascendant Capital Management, LLC | 1 | 1 | 2.32% | 2.46% | 2.59% | Q4 2021 | Q1 2023 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.48% | 0.50% | 0.52% | Q1 2023 | Q2 2023 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 0.28% | 0.30% | 0.31% | Q4 2021 | Q1 2022 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
State of Tennessee, Treasury Department | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
AXS Investments LLC | 2 | 2 | 0.18% | 0.25% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Systelligence, LLC | 2 | 2 | 1.25% | 1.92% | 2.60% | Q1 2023 | Q2 2023 | 2 |
Summit X, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q2 2019 | 2 |
CERTUITY, LLC | 1 | 1 | 0.01% | 0.08% | 0.14% | Q4 2019 | Q4 2019 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Nationwide Asset Management LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2021 | Q3 2021 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own VANECK VECTORS ETF TR or have owned VANECK VECTORS ETF TR in the past.