Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2024 | 34 |
MORGAN STANLEY | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2024 | 33 |
Curbstone Financial Management Corp | 33 | 33 | 0.15% | 0.29% | 0.39% | Q2 2016 | Q2 2024 | 33 |
UBS Group AG | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2024 | 33 |
Ancora Advisors LLC | 33 | 33 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q2 2024 | 33 |
WELLS FARGO & COMPANY/MN | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2024 | 33 |
LPL Financial LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2024 | 33 |
STIFEL FINANCIAL CORP | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2024 | 33 |
NAPLES GLOBAL ADVISORS, LLC | 33 | 33 | 0.02% | 0.06% | 0.14% | Q2 2016 | Q2 2024 | 33 |
ROYAL BANK OF CANADA | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2024 | 33 |
AMERIPRISE FINANCIAL INC | 31 | 31 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2024 | 31 |
Bartlett & Co. LLC | 16 | 14 | 0.02% | 0.05% | 0.07% | Q2 2016 | Q4 2023 | 30 |
Rehmann Capital Advisory Group | 18 | 2 | 0.06% | 0.15% | 0.25% | Q2 2016 | Q2 2024 | 30 |
MML INVESTORS SERVICES, LLC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2024 | 29 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 28 | 28 | 0.06% | 0.16% | 0.22% | Q2 2016 | Q1 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2024 | 28 |
Karpus Management, Inc. | 28 | 28 | 0.01% | 0.06% | 0.19% | Q2 2016 | Q1 2023 | 28 |
DAVENPORT & Co LLC | 25 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 24 | 3 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q2 2024 | 27 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q2 2024 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2024 | 27 |
MASSMUTUAL TRUST CO FSB/ADV | 27 | 27 | 0.00% | 0.07% | 0.19% | Q4 2017 | Q2 2024 | 27 |
BARTLETT & CO. WEALTH MANAGEMENT LLC | 26 | 26 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q2 2024 | 26 |
BlackRock Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 26 |
Westside Investment Management, Inc. | 18 | 1 | 0.00% | 0.08% | 0.33% | Q1 2017 | Q2 2024 | 26 |
HighTower Advisors, LLC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2024 | 26 |
Janney Capital Management LLC | 25 | 25 | 0.17% | 0.23% | 0.29% | Q2 2018 | Q2 2024 | 25 |
WealthShield Partners, LLC | 13 | 12 | 0.03% | 0.09% | 0.19% | Q4 2017 | Q2 2024 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2024 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2024 | 24 |
Cerity Partners OCIO LLC | 24 | 24 | 0.04% | 0.07% | 0.22% | Q1 2017 | Q4 2022 | 24 |
Cambridge Investment Research Advisors, Inc. | 15 | 9 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 24 |
FMR LLC | 23 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 24 |
CONDOR CAPITAL MANAGEMENT | 23 | 23 | 0.08% | 0.57% | 0.84% | Q4 2018 | Q2 2024 | 23 |
Advisors Preferred, LLC | 10 | 3 | 0.09% | 0.41% | 1.22% | Q2 2016 | Q2 2022 | 23 |
WealthBridge Capital Management, LLC | 23 | 23 | 0.06% | 0.15% | 0.29% | Q4 2018 | Q2 2024 | 23 |
MBM Wealth Consultants, LLC | 23 | 23 | 0.19% | 1.18% | 2.05% | Q4 2018 | Q2 2024 | 23 |
AFT, FORSYTH & COMPANY, INC. | 22 | 22 | 0.21% | 0.39% | 0.53% | Q4 2017 | Q1 2023 | 22 |
Cardan Capital Partners, LLC | 22 | 22 | 0.10% | 0.36% | 0.64% | Q2 2016 | Q3 2021 | 22 |
VICUS CAPITAL | 22 | 22 | 0.02% | 0.42% | 1.23% | Q1 2019 | Q2 2024 | 22 |
Capital Investment Advisory Services, LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2024 | 21 |
JUNCTURE WEALTH STRATEGIES, LLC | 16 | 5 | 0.12% | 0.26% | 0.44% | Q4 2017 | Q2 2024 | 21 |
MidWestOne Financial Group, Inc. | 16 | 4 | 0.29% | 0.46% | 0.60% | Q2 2019 | Q2 2024 | 20 |
Geneos Wealth Management Inc. | 20 | 20 | 0.00% | 0.14% | 0.44% | Q1 2017 | Q4 2021 | 20 |
Milestone Advisory Partners | 19 | 19 | 0.14% | 0.26% | 0.58% | Q1 2018 | Q3 2022 | 19 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 18 |
PrairieView Partners, LLC | 18 | 18 | 0.00% | 0.24% | 0.63% | Q1 2020 | Q2 2024 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 18 |
Versant Capital Management, Inc | 18 | 18 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q2 2024 | 18 |
OPPENHEIMER & CO INC | 11 | 7 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2021 | 18 |
FAS Wealth Partners, Inc. | 18 | 18 | 0.05% | 0.09% | 0.13% | Q1 2020 | Q2 2024 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2024 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 17 |
Pensionmark Financial Group, LLC | 17 | 17 | 0.02% | 0.10% | 0.21% | Q2 2020 | Q2 2024 | 17 |
First Personal Financial Services | 17 | 17 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q2 2020 | 17 |
Bray Capital Advisors | 17 | 17 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q1 2022 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2020 | 16 |
Transamerica Financial Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 16 |
CHATHAM CAPITAL GROUP, INC. | 15 | 15 | 0.03% | 0.08% | 0.14% | Q3 2018 | Q1 2022 | 15 |
Integrated Wealth Concepts LLC | 15 | 15 | 0.02% | 0.04% | 0.11% | Q4 2020 | Q2 2024 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
JPMORGAN CHASE & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2024 | 15 |
Clean Yield Group | 13 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2024 | 15 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.08% | 0.11% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Focus Financial Network, Inc. | 9 | 6 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q2 2023 | 15 |
Kavar Capital Partners, LLC | 12 | 1 | 0.08% | 0.12% | 0.18% | Q1 2015 | Q3 2020 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.00% | 0.08% | 0.23% | Q2 2020 | Q4 2023 | 15 |
BAILARD, INC. | 13 | 1 | 0.02% | 0.23% | 1.07% | Q2 2016 | Q4 2019 | 14 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2023 | 14 |
Freedom Investment Management, Inc. | 14 | 14 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q2 2024 | 14 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2024 | 13 |
U S GLOBAL INVESTORS INC | 13 | 13 | 0.05% | 0.20% | 0.82% | Q3 2019 | Q3 2022 | 13 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 13 | 13 | 1.54% | 2.43% | 2.93% | Q4 2020 | Q4 2023 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2024 | 13 |
FIRST TRUST ADVISORS LP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Parallax Volatility Advisers, L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
C M BIDWELL & ASSOCIATES LTD | 12 | 12 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q1 2023 | 12 |
MONETA GROUP INVESTMENT ADVISORS LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 12 |
Ameritas Investment Partners, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2024 | 12 |
RFG Advisory, LLC | 12 | 12 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q2 2022 | 12 |
M Holdings Securities, Inc. | 10 | 1 | 0.46% | 1.03% | 1.48% | Q2 2021 | Q2 2024 | 11 |
AdvisorNet Financial, Inc | 11 | 11 | 0.00% | 0.05% | 0.14% | Q1 2021 | Q3 2023 | 11 |
WEALTHSOURCE PARTNERS, LLC | 11 | 11 | 0.06% | 0.10% | 0.13% | Q1 2017 | Q3 2019 | 11 |
Brand Asset Management Group, Inc. | 9 | 1 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q2 2024 | 11 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2024 | 11 |
Cypress Capital, LLC | 4 | 2 | 0.01% | 0.08% | 0.15% | Q4 2018 | Q2 2022 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 11 |
DeDora Capital, Inc. | 11 | 11 | 0.16% | 0.21% | 0.25% | Q4 2017 | Q2 2020 | 11 |
Redhawk Wealth Advisors, Inc. | 9 | 2 | 0.44% | 0.94% | 1.98% | Q1 2019 | Q4 2021 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.01% | 0.09% | 0.19% | Q1 2021 | Q2 2024 | 11 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.07% | 0.12% | Q1 2022 | Q2 2024 | 10 |
Miracle Mile Advisors, LLC | 6 | 2 | 0.01% | 0.32% | 0.82% | Q3 2016 | Q2 2024 | 10 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 10 |
IFP Advisors, Inc | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 10 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q2 2020 | Q1 2024 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.04% | 0.07% | 0.19% | Q1 2022 | Q2 2024 | 10 |
Willis Johnson & Associates, Inc. | 10 | 10 | 0.03% | 0.28% | 0.40% | Q1 2022 | Q2 2024 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
COMERICA BANK | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2024 | 10 |
Forvis Mazars Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q2 2024 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
IMPACTfolio, LLC | 9 | 9 | 1.24% | 1.45% | 1.60% | Q2 2022 | Q2 2024 | 9 |
VALLEY WEALTH MANAGERS, INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
PRIVATE TRUST CO NA | 9 | 9 | 0.01% | 0.05% | 0.09% | Q2 2022 | Q2 2024 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.04% | 0.12% | 0.35% | Q4 2018 | Q4 2020 | 9 |
White Lighthouse Investment Management Inc. | 9 | 9 | 0.09% | 0.15% | 0.23% | Q4 2017 | Q4 2019 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.22% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q2 2024 | 8 |
RAYMOND JAMES TRUST N.A. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
USCA RIA LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q4 2020 | 8 |
Advisory Resource Group | 8 | 8 | 0.09% | 0.15% | 0.23% | Q2 2020 | Q1 2022 | 8 |
Alhambra Investment Management LLC | 8 | 8 | 0.11% | 0.57% | 1.05% | Q3 2021 | Q2 2023 | 8 |
DOHJ, LLC | 3 | 1 | 0.11% | 0.65% | 1.62% | Q4 2019 | Q2 2024 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 8 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q1 2022 | 8 |
One Capital Management, LLC | 7 | 1 | 0.02% | 0.06% | 0.14% | Q2 2022 | Q2 2024 | 8 |
Gs Investments, Inc. | 8 | 8 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q2 2022 | 8 |
Janney Montgomery Scott LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 7 |
Private Advisor Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q2 2024 | 7 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 7 |
BOSTON FAMILY OFFICE LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2024 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2024 | 7 |
EPG Wealth Management LLC | 3 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q4 2022 | 7 |
BENJAMIN EDWARDS INC | 7 | 7 | 0.06% | 0.10% | 0.16% | Q2 2019 | Q4 2020 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2024 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.02% | 0.10% | Q3 2019 | Q1 2021 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 7 |
VAN ECK ASSOCIATES CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Strategic Financial Concepts, LLC | 6 | 6 | 0.04% | 0.08% | 0.11% | Q1 2023 | Q2 2024 | 6 |
TITLEIST ASSET MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2024 | 6 |
PFG Investments, LLC | 6 | 6 | 0.02% | 0.06% | 0.10% | Q1 2023 | Q2 2024 | 6 |
US BANCORP \DE\ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 6 |
AT Bancorp | 6 | 6 | 0.11% | 0.22% | 0.28% | Q4 2017 | Q1 2019 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Cetera Advisor Networks LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
EAGLE GLOBAL ADVISORS LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2024 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
Howard Capital Management Inc. | 6 | 6 | 0.14% | 0.19% | 0.26% | Q4 2019 | Q1 2021 | 6 |
CWM, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q2 2024 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Farther Finance Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q2 2024 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Cherry Tree Wealth Management, LLC | 5 | 5 | 0.06% | 0.09% | 0.14% | Q2 2023 | Q2 2024 | 5 |
Atria Investments, Inc | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
BLAIR WILLIAM & CO/IL | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 5 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.02% | 0.32% | 0.56% | Q4 2020 | Q1 2022 | 5 |
SWMG, LLC | 4 | 1 | 0.88% | 0.95% | 1.02% | Q2 2021 | Q3 2022 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q2 2024 | 5 |
Balentine LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
TSFG, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Detalus Advisors, LLC | 5 | 5 | 0.18% | 0.41% | 0.75% | Q2 2023 | Q2 2024 | 5 |
SAWGRASS ASSET MANAGEMENT LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q4 2022 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2024 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.18% | 0.22% | 0.28% | Q4 2016 | Q3 2017 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Paradigm Financial Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q4 2021 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Salomon & Ludwin, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q4 2017 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q2 2024 | 4 |
Clearwater Capital Advisors, LLC | 2 | 2 | 0.06% | 0.27% | 0.51% | Q2 2016 | Q2 2018 | 4 |
Commonwealth Financial Services, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q2 2016 | Q1 2017 | 4 |
1900 WEALTH MANAGEMENT LLC | 4 | 4 | 0.02% | 0.15% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2019 | Q3 2020 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Clear Perspectives Financial Planning, LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 4 |
Tortoise Investment Management, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q2 2017 | Q1 2018 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.18% | 0.32% | 0.42% | Q1 2022 | Q3 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q2 2022 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q1 2023 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
OneAscent Financial Services LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
RMR Wealth Builders | 3 | 3 | 0.22% | 0.32% | 0.38% | Q4 2021 | Q2 2022 | 3 |
Braver Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q4 2016 | 3 |
Mariner, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q4 2016 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 3 |
CoreCap Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
FOSTER & MOTLEY INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
JONES FINANCIAL COMPANIES LLLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q2 2017 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Sterling Investment Advisors, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Hudock, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
TIAA CREF TRUST CO FSB/MO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.05% | 0.12% | 0.16% | Q4 2021 | Q2 2022 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
PFS INVESTMENTS INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Dakota Wealth Management | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Leisure Capital Management | 2 | 2 | 0.36% | 1.03% | 1.70% | Q4 2022 | Q1 2023 | 2 |
Virtu Financial LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Prosperity Consulting Group, LLC | 2 | 2 | 0.50% | 0.50% | 0.50% | Q1 2024 | Q2 2024 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q3 2016 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q4 2020 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
CITIGROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Berger Financial Group, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Steward Partners Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SELDON CAPITAL LP | 2 | 2 | 0.26% | 0.35% | 0.44% | Q4 2021 | Q1 2022 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2024 | 2 |
Elequin Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2016 | Q2 2016 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2018 | Q4 2018 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Tradewinds Global Investors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
BancFirst Trust & Investment Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q4 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2024 | Q2 2024 | 1 |
Quotient Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Providence First Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
CIBC Private Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
XML Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q4 2023 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 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.