Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 39 | 15 | 0.00% | 0.00% | 0.03% | Q2 2010 | Q2 2024 | 54 |
BANK OF AMERICA CORP /DE/ | 45 | 45 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
FIFTH THIRD BANCORP | 45 | 45 | 0.00% | 0.19% | 0.54% | Q2 2013 | Q2 2024 | 45 |
PNC FINANCIAL SERVICES GROUP, INC. | 45 | 45 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2024 | 45 |
ROYAL BANK OF CANADA | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
LPL Financial LLC | 45 | 45 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2024 | 45 |
Linscomb Wealth, Inc. | 43 | 43 | 0.02% | 0.24% | 0.65% | Q2 2013 | Q4 2023 | 43 |
Evanson Asset Management, LLC | 43 | 43 | 0.31% | 1.80% | 4.34% | Q4 2013 | Q2 2024 | 43 |
ENVESTNET ASSET MANAGEMENT INC | 23 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 43 |
UBS Group AG | 39 | 39 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2024 | 39 |
BLAIR WILLIAM & CO/IL | 26 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 38 |
MOTCO | 38 | 38 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q3 2022 | 38 |
LVM CAPITAL MANAGEMENT LTD/MI | 31 | 6 | 0.03% | 0.21% | 0.42% | Q1 2015 | Q2 2024 | 37 |
JPMORGAN CHASE & CO | 29 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 36 |
COURIER CAPITAL LLC | 27 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2024 | 36 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q2 2024 | 35 |
CITIGROUP INC | 33 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
Financial Architects, Inc | 27 | 2 | 0.03% | 0.07% | 0.32% | Q2 2013 | Q3 2022 | 34 |
JFS WEALTH ADVISORS, LLC | 33 | 33 | 0.00% | 0.29% | 1.89% | Q2 2016 | Q2 2024 | 33 |
Cetera Advisor Networks LLC | 18 | 7 | 0.01% | 0.05% | 0.13% | Q4 2013 | Q4 2023 | 33 |
EXENCIAL WEALTH ADVISORS, LLC | 31 | 31 | 0.02% | 0.10% | 0.26% | Q1 2016 | Q3 2023 | 31 |
SignalPoint Asset Management, LLC | 31 | 31 | 0.09% | 0.15% | 0.41% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q1 2024 | 31 |
GREENLEAF TRUST | 30 | 30 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2024 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 28 |
IFP Advisors, Inc | 20 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q2 2024 | 28 |
Steward Partners Investment Advisory, LLC | 21 | 7 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q2 2024 | 28 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2024 | 27 |
Wealthcare Advisory Partners LLC | 27 | 27 | 0.02% | 0.08% | 0.18% | Q4 2017 | Q2 2024 | 27 |
HighTower Advisors, LLC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2024 | 27 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25 | 25 | 0.00% | 0.10% | 0.18% | Q1 2015 | Q1 2021 | 25 |
WealthPLAN Partners, LLC | 18 | 7 | 0.15% | 0.27% | 0.47% | Q4 2017 | Q2 2024 | 25 |
RAYMOND JAMES & ASSOCIATES | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
Beacon Pointe Advisors, LLC | 23 | 23 | 0.04% | 0.17% | 0.55% | Q4 2018 | Q2 2024 | 23 |
Madrona Financial Services, LLC | 14 | 1 | 0.09% | 0.25% | 0.42% | Q4 2014 | Q1 2022 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q2 2022 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2019 | 22 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.06% | 0.17% | Q4 2014 | Q1 2024 | 22 |
MERCER GLOBAL ADVISORS INC /ADV | 22 | 22 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q2 2024 | 22 |
PrairieView Partners, LLC | 20 | 2 | 0.06% | 0.24% | 0.62% | Q4 2017 | Q2 2024 | 22 |
NEXT Financial Group, Inc | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q4 2021 | 22 |
Cambridge Investment Research Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2024 | 21 |
FinTrust Capital Advisors, LLC | 21 | 21 | 0.00% | 0.05% | 0.13% | Q2 2019 | Q2 2024 | 21 |
Clearwater Capital Advisors, LLC | 13 | 8 | 0.05% | 0.10% | 0.76% | Q2 2016 | Q2 2024 | 21 |
Baird Financial Group, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2024 | 21 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2024 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Raymond James Financial Services Advisors, Inc. | 17 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2024 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q2 2022 | 19 |
Providence Wealth Advisors, LLC | 15 | 1 | 0.16% | 1.13% | 2.51% | Q2 2018 | Q1 2023 | 18 |
FMR LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q3 2017 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2023 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 17 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 17 |
Brinker Capital Investments, LLC | 16 | 16 | 0.01% | 0.11% | 0.20% | Q4 2017 | Q3 2021 | 16 |
Focused Wealth Management, Inc | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 16 |
Lenox Wealth Advisors, LLC | 16 | 16 | 0.03% | 2.89% | 5.25% | Q2 2018 | Q1 2022 | 16 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2024 | 15 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2023 | 14 |
ASSETMARK, INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q2 2024 | 14 |
Veritable, L.P. | 14 | 14 | 0.01% | 0.17% | 0.24% | Q1 2013 | Q2 2016 | 14 |
WEBSTER BANK, N. A. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 13 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q1 2022 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2024 | 13 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2023 | 12 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7 | 1 | 0.01% | 0.04% | 0.05% | Q1 2017 | Q1 2022 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.06% | 0.09% | 0.15% | Q1 2019 | Q2 2022 | 12 |
Orion Portfolio Solutions, LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 12 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 12 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2024 | 12 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 11 | 0.03% | 0.07% | 0.10% | Q1 2015 | Q3 2017 | 11 |
AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
STIFEL FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2024 | 11 |
FIDUCIARY TRUST CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 11 |
Valmark Advisers, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2024 | 11 |
NATIONAL BANK OF CANADA /FI/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
CAHILL FINANCIAL ADVISORS INC | 10 | 1 | 0.01% | 0.30% | 0.47% | Q3 2021 | Q2 2024 | 11 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 10 |
Atria Investments, Inc | 10 | 10 | 0.05% | 0.07% | 0.11% | Q1 2018 | Q2 2020 | 10 |
OLD NATIONAL BANCORP /IN/ | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q3 2016 | 10 |
Atria Wealth Solutions, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2024 | 10 |
Element Wealth, LLC | 10 | 10 | 0.04% | 0.10% | 0.14% | Q1 2022 | Q2 2024 | 10 |
Wealthspire Advisors, LLC | 9 | 1 | 0.07% | 0.43% | 0.82% | Q3 2021 | Q2 2024 | 10 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.03% | 0.08% | 0.24% | Q2 2021 | Q2 2024 | 10 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2022 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
Mariner, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2024 | 8 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.64% | 0.75% | 0.85% | Q2 2013 | Q1 2015 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q4 2016 | 8 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 8 |
SCOTIA CAPITAL INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 8 |
Global Retirement Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q2 2024 | 8 |
Aris Wealth Services, Inc. | 7 | 7 | 0.72% | 1.14% | 1.67% | Q1 2014 | Q3 2015 | 7 |
Amplius Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q2 2024 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q4 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.06% | 0.12% | 0.28% | Q2 2013 | Q4 2014 | 7 |
WMS Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2024 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Simmons Bank | 5 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2021 | 7 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2016 | 7 |
Cordasco Financial Network | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Vertex Planning Partners, LLC | 7 | 7 | 3.24% | 5.26% | 7.62% | Q4 2022 | Q2 2024 | 7 |
Ranger International Management, LP | 7 | 7 | 0.04% | 0.98% | 5.84% | Q4 2015 | Q2 2017 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Breakwater Capital Group | 7 | 7 | 0.31% | 0.49% | 0.74% | Q4 2022 | Q2 2024 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 6 |
Virtu KCG Holdings LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2016 | 6 |
GLENMEDE TRUST CO NA | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q1 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q4 2020 | 6 |
Crescent Grove Advisors, LLC | 6 | 6 | 0.11% | 0.14% | 0.15% | Q1 2023 | Q2 2024 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.30% | 0.35% | 0.40% | Q1 2021 | Q2 2022 | 6 |
AJ WEALTH STRATEGIES, LLC | 6 | 6 | 0.12% | 0.16% | 0.22% | Q4 2016 | Q1 2018 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Formidable Asset Management, LLC | 5 | 5 | 0.42% | 0.53% | 0.72% | Q2 2023 | Q2 2024 | 5 |
BOS Asset Management, LLC | 5 | 5 | 0.87% | 1.16% | 1.40% | Q4 2022 | Q4 2023 | 5 |
Keystone Financial Planning, Inc. | 5 | 5 | 0.46% | 0.93% | 2.46% | Q4 2013 | Q4 2014 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Fusion Family Wealth LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.20% | 0.27% | 0.36% | Q4 2018 | Q4 2019 | 5 |
Farther Finance Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
Hilltop Partners LLC | 5 | 5 | 0.21% | 0.22% | 0.23% | Q2 2023 | Q2 2024 | 5 |
ACG Wealth | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q2 2018 | 5 |
Farmers National Bank | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2019 | 5 |
ProVise Management Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q2 2018 | 5 |
Freedom Investment Management, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Lansing Street Advisors | 4 | 4 | 0.02% | 0.06% | 0.14% | Q3 2022 | Q2 2023 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Weaver Consulting Group | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2014 | 4 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q4 2022 | 3 |
Fiera Capital Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
TOWER TRUST Co | 3 | 3 | 0.22% | 0.27% | 0.30% | Q3 2013 | Q1 2014 | 3 |
Bruderman Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
Creekmur Asset Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
KWMG, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Legacy Private Trust Co. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2015 | Q3 2015 | 3 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Tidemark, LLC | 3 | 3 | 0.35% | 1.11% | 2.45% | Q4 2023 | Q2 2024 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.15% | 0.19% | 0.22% | Q1 2022 | Q3 2022 | 3 |
Marshall Financial Group, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Savvy Advisors, Inc. | 3 | 3 | 0.07% | 0.14% | 0.22% | Q4 2023 | Q2 2024 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 3 |
Simplicity Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2015 | Q3 2015 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
PRECEDENT WEALTH PARTNERS, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2023 | Q1 2024 | 2 |
Arrow Investment Advisors, LLC | 2 | 2 | 4.78% | 4.98% | 5.18% | Q1 2023 | Q2 2023 | 2 |
Cetera Investment Advisers | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2024 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q1 2024 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.17% | 0.19% | 0.21% | Q1 2023 | Q2 2023 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.92% | 0.93% | 0.94% | Q1 2023 | Q2 2023 | 2 |
Brown Miller Wealth Management, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q2 2023 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
PRINCIPAL SECURITIES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Balboa Wealth Partners | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q1 2024 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2017 | Q1 2018 | 2 |
EWG Elevate Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.76% | 0.80% | 0.84% | Q4 2022 | Q1 2023 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
QUANTUM CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q2 2023 | 2 |
TOEWS CORP /ADV | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2016 | Q1 2017 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Darwin Wealth Management, LLC | 2 | 2 | 0.11% | 0.14% | 0.17% | Q4 2017 | Q1 2018 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.09% | 0.12% | 0.14% | Q4 2016 | Q4 2020 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
New World Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2019 | Q3 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ERTS Wealth Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ROTHSCHILD INVESTMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Chris Bulman Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
ATHERTON LANE ADVISERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Lantz Financial LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q2 2013 | Q2 2013 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2015 | Q4 2015 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.