Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 25 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 35 |
UBS Group AG | 29 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 32 |
BANK OF AMERICA CORP /DE/ | 25 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
CWM, LLC | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 22 |
LPL Financial LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 21 |
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% | 0.05% | Q4 2017 | Q3 2022 | 20 |
Creative Planning | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 20 |
Stratos Wealth Partners, LTD. | 18 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 19 |
WELLS FARGO & COMPANY/MN | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q4 2019 | 15 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Independence Bank of Kentucky | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
CITIGROUP INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
Steward Partners Investment Advisory, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 13 |
IHT Wealth Management, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
JFS WEALTH ADVISORS, LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2022 | 13 |
HSBC HOLDINGS PLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Advisory Services Network, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Bellecapital International Ltd. | 11 | 11 | 0.13% | 0.24% | 0.36% | Q3 2019 | Q1 2022 | 11 |
EVERMAY WEALTH MANAGEMENT LLC | 11 | 11 | 0.00% | 0.34% | 0.97% | Q2 2020 | Q4 2022 | 11 |
Nicholas Hoffman & Company, LLC. | 11 | 11 | 0.02% | 0.08% | 0.19% | Q1 2021 | Q3 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.01% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.03% | 0.08% | 0.15% | Q4 2018 | Q2 2021 | 11 |
Belpointe Asset Management LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 10 |
Squar Milner Financial Services LLC | 10 | 10 | 0.27% | 0.33% | 0.40% | Q1 2018 | Q2 2020 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 10 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 10 | 10 | 0.13% | 0.22% | 0.36% | Q2 2021 | Q3 2023 | 10 |
IFP Advisors, Inc | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 10 |
RAYMOND JAMES & ASSOCIATES | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 10 |
GOLDMAN SACHS GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Kalos Management, Inc. | 10 | 10 | 0.20% | 0.69% | 1.38% | Q3 2019 | Q4 2021 | 10 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
CREDIT SUISSE AG/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 9 |
OLD MISSION CAPITAL LLC | 6 | 3 | 0.02% | 0.20% | 0.51% | Q2 2021 | Q3 2023 | 9 |
Banque Cantonale Vaudoise | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 9 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Procyon Advisors, LLC | 6 | 2 | 0.03% | 0.24% | 0.35% | Q1 2020 | Q2 2023 | 8 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 7 |
NWAM LLC | 7 | 7 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q2 2022 | 7 |
WHITE PINE CAPITAL LLC | 6 | 1 | 0.08% | 0.12% | 0.14% | Q2 2020 | Q1 2023 | 7 |
Beaumont Capital Management, LLC | 5 | 2 | 1.17% | 1.60% | 2.16% | Q4 2020 | Q3 2023 | 7 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 6 | 1 | 0.28% | 0.79% | 1.14% | Q1 2020 | Q1 2022 | 7 |
Kestra Advisory Services, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 6 |
CIBC WORLD MARKET INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 6 |
Stelac Advisory Services LLC | 6 | 6 | 0.09% | 0.13% | 0.18% | Q2 2021 | Q3 2022 | 6 |
Activest Wealth Management | 5 | 1 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 6 |
SOL Capital Management CO | 6 | 6 | 0.38% | 0.50% | 0.65% | Q2 2022 | Q3 2023 | 6 |
DeGreen Capital Management LLC | 6 | 6 | 1.98% | 2.61% | 3.43% | Q1 2020 | Q2 2021 | 6 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 0.01% | 2.32% | 4.14% | Q4 2020 | Q4 2021 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 5 | 0.52% | 0.67% | 0.97% | Q1 2020 | Q1 2021 | 5 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2022 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q4 2014 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 5 |
LEO BROKERAGE, LLC | 2 | 1 | 0.32% | 0.54% | 1.04% | Q3 2021 | Q2 2023 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 1 | 0.00% | 0.10% | 0.28% | Q3 2019 | Q1 2021 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
ARVEST TRUST CO N A | 5 | 5 | 0.41% | 0.45% | 0.54% | Q1 2022 | Q1 2023 | 5 |
BlackRock Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
UBS AG | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
GPS Wealth Strategies Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 4 | 4 | 0.03% | 0.41% | 0.76% | Q4 2021 | Q3 2022 | 4 |
Banco Santander, S.A. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Syntal Capital Partners, LLC | 4 | 4 | 0.11% | 0.28% | 0.44% | Q4 2017 | Q3 2018 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q2 2023 | 4 |
Tradition Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.15% | 0.23% | Q4 2020 | Q3 2021 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.06% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Ifrah Financial Services, Inc. | 4 | 4 | 0.03% | 0.09% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Partners, LLC | 4 | 4 | 0.13% | 0.19% | 0.29% | Q2 2020 | Q1 2021 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 4 |
Granite Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Founders Financial Alliance, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 3 |
Cambridge Investment Research Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 3 |
HRT FINANCIAL LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Segment Wealth Management, LLC | 3 | 3 | 0.74% | 0.76% | 0.78% | Q1 2019 | Q3 2019 | 3 |
AMERIPRISE FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
180 WEALTH ADVISORS, LLC | 2 | 1 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q3 2022 | 3 |
JSF Financial, LLC | 3 | 3 | 0.19% | 0.29% | 0.37% | Q1 2021 | Q3 2021 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2013 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Private Advisor Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
COMMONWEALTH EQUITY SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Accel Wealth Management | 3 | 3 | 0.20% | 0.23% | 0.25% | Q4 2020 | Q2 2021 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q1 2022 | 3 |
Alliance Wealth Advisors, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q1 2021 | Q2 2021 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2022 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 1.33% | 1.38% | 1.44% | Q4 2020 | Q1 2021 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Milestone Resources Group Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Resource Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.06% | 0.10% | 0.13% | Q1 2023 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2018 | Q3 2018 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.34% | 0.36% | 0.37% | Q1 2015 | Q2 2015 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
B, B, H, & B INC. | 2 | 2 | 1.05% | 1.19% | 1.33% | Q4 2020 | Q1 2021 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.16% | 0.22% | 0.28% | Q3 2020 | Q4 2020 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 2 |
FIRST HORIZON CORP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2013 | Q2 2013 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Gramercy Funds Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TOTAL INVESTMENT MANAGEMENT INC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q4 2019 | Q4 2019 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q4 2019 | Q4 2019 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 6.68% | 6.68% | 6.68% | Q2 2021 | Q2 2021 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2019 | Q1 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2013 | Q3 2013 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.