Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.03% | 0.09% | 0.14% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 39 | 2 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 32 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.03% | 0.07% | 0.16% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 27 | 6 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
PARSONS CAPITAL MANAGEMENT INC/RI | 29 | 1 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 33 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.04% | 0.19% | Q4 2015 | Q3 2023 | 31 |
Creative Planning | 29 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 11 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 30 |
GOLDMAN SACHS GROUP INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 29 |
Marietta Wealth Management, LLC | 28 | 28 | 0.72% | 1.03% | 1.40% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.01% | 0.14% | 0.24% | Q2 2013 | Q4 2019 | 27 |
GM Advisory Group, LLC | 27 | 27 | 0.08% | 0.14% | 0.22% | Q1 2017 | Q3 2023 | 27 |
Institute for Wealth Management, LLC. | 24 | 1 | 0.08% | 0.09% | 0.13% | Q2 2017 | Q3 2023 | 25 |
CUTLER INVESTMENT COUNSEL LLC | 16 | 7 | 0.07% | 0.16% | 0.20% | Q2 2013 | Q2 2019 | 23 |
DAIDO LIFE INSURANCE CO | 22 | 22 | 0.44% | 1.48% | 2.84% | Q1 2018 | Q2 2023 | 22 |
LOWE BROCKENBROUGH & CO INC | 22 | 22 | 0.13% | 0.17% | 0.22% | Q2 2018 | Q3 2023 | 22 |
RFG Advisory, LLC | 22 | 22 | 0.05% | 0.13% | 0.28% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.01% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.06% | 0.42% | 0.95% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisors LLC | 18 | 1 | 0.01% | 0.11% | 0.31% | Q2 2015 | Q3 2023 | 20 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
ACG Wealth | 18 | 18 | 0.04% | 0.39% | 1.32% | Q2 2018 | Q3 2022 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.06% | 0.21% | Q2 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2020 | 17 |
WFG Advisors, LP | 17 | 17 | 0.12% | 0.25% | 0.35% | Q2 2013 | Q2 2017 | 17 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 1 | 0.01% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 17 |
Geneos Wealth Management Inc. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 17 |
FMR LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 17 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 15.66% | 17.12% | 19.53% | Q4 2019 | Q3 2023 | 16 |
Relative Value Partners Group, LLC | 16 | 16 | 0.13% | 0.65% | 0.81% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 16 | 16 | 0.01% | 0.17% | 0.42% | Q4 2019 | Q3 2023 | 16 |
PSI Advisors, LLC | 14 | 1 | 0.00% | 0.09% | 0.19% | Q4 2019 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.46% | 2.37% | Q3 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 15 | 0.15% | 0.16% | 0.18% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NewSquare Capital LLC | 14 | 14 | 0.03% | 0.26% | 0.41% | Q2 2020 | Q3 2023 | 14 |
CITIGROUP INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 14 |
BEACON FINANCIAL GROUP | 14 | 14 | 0.27% | 2.85% | 5.65% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
E&G Advisors, LP | 13 | 1 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Concert Wealth Management Inc. | 7 | 2 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q4 2016 | 13 |
Unison Advisors LLC | 13 | 13 | 0.12% | 0.40% | 0.56% | Q4 2017 | Q4 2020 | 13 |
CGN Advisors LLC | 13 | 13 | 0.03% | 0.66% | 1.34% | Q4 2020 | Q4 2023 | 13 |
IFS Advisors, LLC | 13 | 13 | 0.14% | 0.35% | 0.90% | Q4 2020 | Q4 2023 | 13 |
EPG Wealth Management LLC | 5 | 3 | 0.02% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.18% | 0.21% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Truadvice, LLC | 12 | 12 | 0.32% | 0.68% | 1.06% | Q3 2020 | Q2 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Modera Wealth Management, LLC | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
RAYMOND JAMES & ASSOCIATES | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
MOLLER WEALTH PARTNERS | 9 | 2 | 0.06% | 0.70% | 1.02% | Q2 2013 | Q1 2022 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
WESTWOOD HOLDINGS GROUP INC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Insight Advisors, LLC/ PA | 11 | 11 | 0.17% | 0.86% | 1.34% | Q1 2021 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 7 | 2 | 0.01% | 0.05% | 0.11% | Q4 2019 | Q1 2023 | 11 |
Qube Research & Technologies Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
JPMORGAN CHASE & CO | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Moloney Securities Asset Management, LLC | 10 | 10 | 0.19% | 0.38% | 0.51% | Q2 2021 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Advisor Resource Council | 10 | 10 | 0.07% | 0.21% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 7 | 2 | 0.01% | 0.04% | 0.16% | Q3 2013 | Q4 2018 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.29% | 0.39% | 0.46% | Q3 2021 | Q3 2023 | 9 |
Walkner Condon Financial Advisors LLC | 4 | 1 | 0.08% | 0.12% | 0.33% | Q4 2019 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 0.36% | 0.39% | 0.42% | Q4 2021 | Q3 2023 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 8 |
OLD NATIONAL BANCORP /IN/ | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Betterment LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q4 2014 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
FIFTH THIRD BANCORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.87% | 3.05% | 5.81% | Q4 2019 | Q2 2021 | 7 |
WealthShield Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.57% | 0.59% | 0.62% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.18% | 0.48% | 0.90% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
VISTA INVESTMENT MANAGEMENT | 7 | 7 | 1.65% | 1.76% | 1.85% | Q1 2022 | Q3 2023 | 7 |
UMB Bank, n.a. | 5 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 7 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Surevest, LLC | 6 | 6 | 0.18% | 1.12% | 1.80% | Q4 2018 | Q1 2020 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.04% | 0.16% | 0.22% | Q3 2019 | Q4 2020 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
WIN ADVISORS, INC | 5 | 5 | 0.02% | 0.88% | 4.13% | Q4 2021 | Q4 2022 | 5 |
RMR Wealth Builders | 3 | 1 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q3 2022 | 5 |
Private Ocean, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Garrett Wealth Advisory Group, LLC | 5 | 5 | 11.71% | 12.00% | 12.18% | Q3 2022 | Q3 2023 | 5 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.19% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 2.14% | 2.29% | 2.60% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.10% | 0.18% | 0.25% | Q3 2019 | Q2 2020 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Atria Investments, Inc | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q1 2019 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 4 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 4 |
ROCKLAND TRUST CO | 4 | 4 | 0.14% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Ledyard National Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Essential Planning, LLC. | 4 | 4 | 0.36% | 0.48% | 0.70% | Q4 2022 | Q3 2023 | 4 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.04% | 0.06% | Q3 2019 | Q3 2020 | 4 |
JD Financial Services Inc. | 4 | 4 | 2.89% | 9.28% | 11.67% | Q1 2021 | Q4 2021 | 4 |
IFG Advisory, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Advisory Alpha, LLC | 3 | 3 | 0.02% | 0.16% | 0.23% | Q1 2023 | Q3 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
CWM, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SG Americas Securities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
55I, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
IEQ CAPITAL, LLC | 3 | 3 | 0.25% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
INTREPID CAPITAL MANAGEMENT INC | 3 | 3 | 0.20% | 0.21% | 0.23% | Q2 2022 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
M&T BANK CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
NWAM LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2012 | Q4 2012 | 3 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2022 | Q3 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.25% | 0.29% | 0.33% | Q4 2021 | Q1 2022 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2022 | Q2 2022 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q1 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2019 | Q4 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Trilogy Capital Inc. | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2019 | Q4 2019 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 7.40% | 7.40% | 7.40% | Q1 2020 | Q1 2020 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Firestone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2021 | Q4 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Team Financial Group, LLC | 1 | 1 | 14.99% | 14.99% | 14.99% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.