Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
Linscomb & Williams, Inc. | 41 | 41 | 0.04% | 0.60% | 0.96% | Q3 2013 | Q3 2023 | 41 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
LPL Financial LLC | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
LVM CAPITAL MANAGEMENT LTD/MI | 28 | 3 | 0.11% | 0.40% | 0.67% | Q4 2015 | Q3 2023 | 31 |
CAPITAL MANAGEMENT CORP /VA | 31 | 31 | 0.07% | 0.10% | 0.27% | Q1 2016 | Q3 2023 | 31 |
CITIGROUP INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 12 | 6 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 28 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 28 |
Clearwater Capital Advisors, LLC | 27 | 27 | 0.03% | 0.43% | 1.08% | Q2 2016 | Q4 2022 | 27 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Asset Dedication, LLC | 26 | 26 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q1 2023 | 25 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q4 2021 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.05% | 0.17% | 0.37% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 23 |
Sargent Bickham Lagudis LLC | 12 | 11 | 0.00% | 0.07% | 0.26% | Q1 2017 | Q4 2022 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 12 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Front Row Advisors LLC | 15 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CADENCE BANK NA | 20 | 1 | 0.09% | 0.19% | 0.29% | Q1 2015 | Q2 2022 | 21 |
WELLS FARGO & COMPANY/MN | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 17 |
FMR LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Chicago Partners Investment Group LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 12 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.03% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2023 | 16 |
Starfire Investment Advisers, Inc. | 10 | 6 | 0.31% | 0.42% | 0.56% | Q2 2016 | Q2 2020 | 16 |
Creative Planning | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
HighTower Advisors, LLC | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 15 |
Waverton Investment Management Ltd | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 14 |
Private Wealth Strategies, L.L.C. | 14 | 14 | 1.74% | 3.73% | 5.31% | Q2 2020 | Q3 2023 | 14 |
9258 Wealth Management, LLC | 13 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2020 | 13 |
XML Financial, LLC | 13 | 13 | 0.27% | 0.38% | 0.50% | Q3 2020 | Q3 2023 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Vista Private Wealth Partners. LLC | 9 | 1 | 0.21% | 0.32% | 0.42% | Q3 2017 | Q1 2021 | 13 |
Truadvice, LLC | 13 | 13 | 0.16% | 0.34% | 0.51% | Q3 2020 | Q3 2023 | 13 |
Princeton Global Asset Management LLC | 12 | 12 | 0.12% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
1834 INVESTMENT ADVISORS CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2020 | 12 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 12 |
Redmond Asset Management, LLC | 12 | 12 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 6 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
YorkBridge Wealth Partners, LLC | 10 | 10 | 0.08% | 0.12% | 0.19% | Q1 2017 | Q2 2019 | 10 |
MCF Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
RMR Wealth Builders | 9 | 1 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Geneos Wealth Management Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2019 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 2.62% | 3.03% | 3.52% | Q4 2019 | Q1 2022 | 10 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 9 |
JPMORGAN CHASE & CO | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 9 |
Joseph Group Capital Management | 8 | 8 | 0.90% | 1.17% | 1.41% | Q4 2021 | Q3 2023 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
IAG Wealth Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Commonwealth Equity Services, Inc | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2017 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.34% | 0.58% | 0.79% | Q1 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Avant Capital LLC | 4 | 3 | 0.25% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 7 |
Insight Advisors, LLC/ PA | 7 | 7 | 0.07% | 0.11% | 0.16% | Q3 2021 | Q1 2023 | 7 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 7 | 7 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q2 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Omega Financial Group, LLC | 7 | 7 | 0.16% | 0.30% | 0.39% | Q4 2018 | Q2 2020 | 7 |
Venturi Wealth Management, LLC | 4 | 3 | 0.01% | 0.47% | 0.83% | Q4 2021 | Q3 2023 | 7 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
ACG Wealth | 6 | 6 | 0.04% | 0.38% | 0.80% | Q3 2018 | Q4 2019 | 6 |
CERTUITY, LLC | 6 | 6 | 0.17% | 0.32% | 0.52% | Q2 2022 | Q3 2023 | 6 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Gemmer Asset Management LLC | 6 | 6 | 0.30% | 1.24% | 1.90% | Q3 2016 | Q4 2017 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.17% | 0.19% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Well Done, LLC | 4 | 1 | 0.01% | 0.11% | 0.17% | Q1 2018 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
AMERIPRISE FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Glenview Trust Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.01% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 5 |
Cadence Bank | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 4 |
Hennion & Walsh Asset Management, Inc. | 3 | 1 | 0.01% | 0.32% | 1.24% | Q4 2021 | Q3 2023 | 4 |
Treasure Coast Financial Planning | 4 | 4 | 0.14% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
BOSTON FINANCIAL MANGEMENT LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 1.09% | 1.22% | 1.30% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Cardan Capital Partners, LLC | 4 | 4 | 0.79% | 0.82% | 0.85% | Q1 2019 | Q4 2019 | 4 |
PRIVATE TRUST CO NA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.25% | 0.63% | 0.84% | Q4 2018 | Q2 2019 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Altrius Capital Management Inc | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2019 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q4 2020 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 3 | 3 | 0.07% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Seneca House Advisors | 3 | 3 | 0.21% | 0.32% | 0.40% | Q4 2017 | Q2 2018 | 3 |
MSI Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Golden State Equity Partners | 2 | 2 | 0.00% | 0.06% | 0.11% | Q2 2023 | Q3 2023 | 2 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.06% | 0.07% | 0.09% | Q3 2019 | Q4 2019 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Stokes Capital Advisors, LLC | 2 | 2 | 1.06% | 1.06% | 1.07% | Q4 2017 | Q1 2018 | 2 |
IMC-Chicago, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.11% | 0.21% | Q4 2019 | Q1 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 5.21% | 5.21% | 5.21% | Q3 2023 | Q3 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2016 | Q4 2016 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ORG Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.