Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
DEAN INVESTMENT ASSOCIATES, LLC | 31 | 31 | 0.10% | 0.14% | 0.21% | Q1 2016 | Q3 2023 | 31 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 30 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Occidental Asset Management, LLC | 30 | 30 | 0.19% | 0.28% | 0.44% | Q2 2016 | Q3 2023 | 30 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 30 | 30 | 0.04% | 0.14% | 0.64% | Q2 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
B. Riley Wealth Advisors, Inc. | 30 | 30 | 0.01% | 0.05% | 0.11% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Tortoise Investment Management, LLC | 30 | 30 | 0.08% | 0.93% | 2.68% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
NAPLES GLOBAL ADVISORS, LLC | 26 | 26 | 0.08% | 0.45% | 0.72% | Q2 2017 | Q3 2023 | 26 |
EAGLE GLOBAL ADVISORS LLC | 26 | 26 | 0.01% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
AlphaMark Advisors, LLC | 19 | 4 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 23 |
Advisors Preferred, LLC | 10 | 3 | 0.09% | 0.36% | 1.22% | Q2 2016 | Q2 2022 | 23 |
Migdal Insurance & Financial Holdings Ltd. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 22 |
BlackRock Inc. | 12 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
Independence Bank of Kentucky | 21 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 20 | 20 | 0.09% | 0.23% | 0.32% | Q1 2018 | Q4 2022 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.05% | 0.35% | 1.12% | Q4 2018 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 11 | 8 | 0.02% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 19 |
MBM Wealth Consultants, LLC | 18 | 1 | 0.01% | 1.31% | 2.02% | Q4 2018 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 16 | 3 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2023 | 19 |
Private Advisor Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
MATHER GROUP, LLC. | 11 | 3 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q1 2023 | 18 |
STIFEL FINANCIAL CORP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 18 |
VAN ECK ASSOCIATES CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Dakota Wealth Management | 18 | 18 | 0.05% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Bank of New York Mellon Corp | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 16 | 16 | 0.53% | 0.67% | 1.06% | Q4 2018 | Q3 2022 | 16 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 2 | 0.01% | 0.11% | 0.45% | Q3 2019 | Q3 2023 | 16 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Bryn Mawr Capital Management, LLC | 15 | 15 | 0.15% | 1.00% | 5.31% | Q4 2016 | Q2 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
JACOBSON & SCHMITT ADVISORS, LLC | 15 | 15 | 0.12% | 0.36% | 0.58% | Q1 2020 | Q3 2023 | 15 |
PINNACLE ASSOCIATES LTD | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2022 | 15 |
Heartwood Wealth Advisors LLC | 15 | 15 | 0.13% | 0.36% | 0.89% | Q4 2019 | Q2 2023 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
McAdam, LLC | 15 | 15 | 0.06% | 0.11% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Mutual Advisors, LLC | 11 | 3 | 0.02% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 14 |
Homrich & Berg | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
Curtis Advisory Group, LLC | 13 | 13 | 0.13% | 0.36% | 0.54% | Q1 2020 | Q1 2023 | 13 |
Clark Capital Management Group, Inc. | 7 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Parallax Volatility Advisers, L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
FLOW TRADERS U.S. LLC | 6 | 3 | 0.02% | 0.08% | 0.15% | Q4 2016 | Q3 2023 | 13 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Innova Wealth Partners | 12 | 12 | 0.47% | 0.58% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Smart Money Group LLC | 12 | 12 | 0.34% | 0.55% | 0.84% | Q4 2019 | Q3 2022 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Allen Capital Group, LLC | 9 | 3 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 12 |
FIRST FOUNDATION ADVISORS | 6 | 6 | 0.01% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 12 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
LAKE STREET PRIVATE WEALTH, LLC | 11 | 11 | 0.17% | 0.41% | 0.76% | Q3 2019 | Q1 2022 | 11 |
Creative Planning | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 11 |
Csenge Advisory Group | 10 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2023 | 11 |
WHITTIER TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
BB&T SECURITIES, LLC | 10 | 10 | 0.00% | 0.05% | 0.09% | Q2 2017 | Q3 2019 | 10 |
FOCUS Wealth Advisors, LLC | 10 | 10 | 0.14% | 0.60% | 0.81% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Estate Counselors, LLC | 10 | 10 | 0.58% | 2.03% | 3.08% | Q4 2018 | Q1 2021 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Geneos Wealth Management Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Sowell Financial Services LLC | 5 | 4 | 0.01% | 0.03% | 0.13% | Q1 2021 | Q3 2023 | 9 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7 | 1 | 0.02% | 0.16% | 1.04% | Q4 2016 | Q2 2019 | 9 |
New England Investment & Retirement Group, Inc. | 9 | 9 | 0.70% | 1.13% | 1.67% | Q4 2016 | Q4 2018 | 9 |
ASSET MANAGEMENT CORP /IL/ /ADV | 6 | 1 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q2 2022 | 8 |
WEALTHSOURCE PARTNERS, LLC | 5 | 3 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q1 2019 | 8 |
DAVENPORT & Co LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Covington Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Meridian Wealth Management, LLC | 7 | 7 | 0.10% | 0.14% | 0.19% | Q4 2016 | Q2 2018 | 7 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 7 |
High Net Worth Advisory Group LLC | 7 | 7 | 0.01% | 0.64% | 0.93% | Q2 2022 | Q4 2023 | 7 |
Teamwork Financial Advisors, LLC | 7 | 7 | 0.08% | 0.15% | 0.17% | Q2 2020 | Q4 2021 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Orion Capital Management LLC | 7 | 7 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q2 2022 | 7 |
BCS Wealth Management | 7 | 7 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q1 2023 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Cross Staff Investments Inc | 7 | 7 | 0.56% | 0.62% | 0.67% | Q4 2021 | Q2 2023 | 7 |
Stone Point Wealth LLC | 6 | 6 | 0.18% | 0.21% | 0.24% | Q2 2022 | Q3 2023 | 6 |
SteelPeak Wealth, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.38% | 0.42% | 0.45% | Q2 2022 | Q3 2023 | 6 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 6 | 0.08% | 0.37% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Willis Johnson & Associates, Inc. | 6 | 6 | 0.20% | 0.30% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
Insight Wealth Strategies, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2020 | 6 |
NWAM LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q4 2021 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 6 |
GeoWealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 2 | 0.13% | 0.43% | 0.62% | Q2 2018 | Q4 2019 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
PFG Advisors | 3 | 2 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 5 |
Kestra Advisory Services, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
FIRST NATIONAL CORP /MA/ /ADV | 5 | 5 | 0.37% | 0.42% | 0.46% | Q4 2018 | Q4 2019 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LOOMIS SAYLES & CO L P | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.07% | 0.09% | Q1 2021 | Q1 2022 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q1 2023 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Visionary Wealth Advisors | 4 | 1 | 0.09% | 0.26% | 0.44% | Q1 2022 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 5 |
COMERICA BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
ROBINSON CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Capital Advisors Wealth Management, LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 4 |
QP WEALTH MANAGEMENT, LLC | 3 | 1 | 0.31% | 0.39% | 0.46% | Q3 2022 | Q3 2023 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.72% | 0.77% | 0.87% | Q1 2021 | Q4 2021 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Paladin Advisory Group, LLC | 4 | 4 | 0.00% | 0.44% | 1.75% | Q4 2022 | Q3 2023 | 4 |
1620 INVESTMENT ADVISORS, INC. | 4 | 4 | 0.25% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Fragasso Group Inc. | 3 | 1 | 0.41% | 0.67% | 0.97% | Q4 2022 | Q4 2023 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Breakwater Capital Group | 4 | 4 | 0.56% | 0.76% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 4 | 4 | 0.04% | 0.08% | 0.15% | Q1 2019 | Q4 2019 | 4 |
Truadvice, LLC | 4 | 4 | 0.08% | 0.18% | 0.25% | Q3 2020 | Q2 2021 | 4 |
LEO BROKERAGE, LLC | 3 | 1 | 0.15% | 0.21% | 0.28% | Q1 2021 | Q1 2022 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NEIRG Wealth Management, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q1 2023 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 1.50% | 1.53% | 1.58% | Q4 2022 | Q3 2023 | 4 |
Melone Private Wealth, LLC | 4 | 4 | 0.63% | 0.65% | 0.66% | Q4 2021 | Q3 2022 | 4 |
CITIGROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 0.31% | 0.62% | 0.94% | Q2 2022 | Q4 2022 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q3 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Global Strategic Investment Solutions, LLC | 3 | 3 | 0.83% | 0.86% | 0.89% | Q1 2023 | Q3 2023 | 3 |
Orgel Wealth Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.12% | Q1 2018 | Q3 2018 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
PEDDOCK CAPITAL ADVISORS, LLC | 3 | 3 | 0.09% | 0.17% | 0.30% | Q1 2022 | Q3 2022 | 3 |
ALESCO ADVISORS LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
AlphaCentric Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2021 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.10% | 0.21% | 0.40% | Q4 2020 | Q2 2021 | 3 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 3 |
abrdn plc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 3 |
QCI ASSET MANAGEMENT INC/NY | 3 | 3 | 0.01% | 0.05% | 0.06% | Q2 2020 | Q4 2020 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.01% | 0.13% | 0.23% | Q3 2016 | Q1 2020 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q4 2018 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2018 | Q2 2018 | 2 |
Auour Investments LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.65% | 0.71% | 0.76% | Q4 2021 | Q1 2022 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
Blankinship & Foster, LLC | 2 | 2 | 0.64% | 0.91% | 1.18% | Q4 2017 | Q1 2018 | 2 |
SimpliFi, Inc. | 2 | 2 | 0.14% | 0.32% | 0.50% | Q4 2022 | Q1 2023 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.03% | 0.14% | 0.26% | Q4 2022 | Q1 2023 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q1 2023 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q4 2016 | 2 |
PFS Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Gray Wealth Management Inc. | 2 | 2 | 0.33% | 0.39% | 0.46% | Q1 2020 | Q2 2020 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Pinnacle Wealth Planning Services, Inc. | 2 | 2 | 3.33% | 3.33% | 3.34% | Q2 2022 | Q3 2022 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
VitalStone Financial, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Secure Asset Management, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q1 2023 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2019 | 2 |
Claro Advisors LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 2 |
Covestor Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.16% | 0.25% | 0.34% | Q2 2022 | Q4 2022 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Greenwich Investment Management, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2019 | Q2 2019 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2018 | Q2 2018 | 1 |
FC Advisory LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q4 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2016 | Q4 2016 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2020 | Q3 2020 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Cordasco Financial Network | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SUTTON PLACE INVESTORS LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2021 | Q4 2021 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Matisse Capital | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2020 | Q1 2020 | 1 |
LWS Wealth Advisors, Inc. | 1 | 1 | 3.35% | 3.35% | 3.35% | Q3 2022 | Q3 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PBMares Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 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.