Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 33 |
UBS Group AG | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
MORGAN STANLEY | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.08% | 0.19% | Q2 2016 | Q3 2023 | 30 |
GOLDMAN SACHS GROUP INC | 30 | 30 | 0.00% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 27 | 3 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 29 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.05% | 0.17% | Q3 2016 | Q3 2023 | 29 |
Mengis Capital Management, Inc. | 29 | 29 | 1.64% | 2.53% | 3.92% | Q3 2016 | Q3 2023 | 29 |
FCA CORP /TX | 28 | 28 | 1.47% | 2.62% | 3.73% | Q4 2016 | Q3 2023 | 28 |
Betterment LLC | 27 | 27 | 0.00% | 0.23% | 0.46% | Q1 2017 | Q3 2023 | 27 |
BOSTON FINANCIAL MANGEMENT LLC | 27 | 27 | 0.01% | 1.01% | 3.00% | Q1 2017 | Q3 2023 | 27 |
CITIGROUP INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Glenview Trust Co | 26 | 26 | 0.04% | 0.71% | 2.52% | Q2 2017 | Q3 2023 | 26 |
APPLETON PARTNERS INC/MA | 25 | 25 | 0.40% | 1.22% | 1.48% | Q4 2017 | Q4 2023 | 25 |
FIRST FOUNDATION ADVISORS | 25 | 25 | 0.04% | 0.28% | 1.29% | Q3 2017 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 25 |
LINCOLN NATIONAL CORP | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 24 | 24 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.08% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q4 2021 | 24 |
SigFig Wealth Management, LLC | 22 | 2 | 0.20% | 4.26% | 6.63% | Q3 2017 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Cambridge Advisors Inc. | 10 | 4 | 0.06% | 0.10% | 0.16% | Q3 2017 | Q3 2023 | 23 |
White Pine Investment CO | 23 | 23 | 2.61% | 3.53% | 4.31% | Q1 2018 | Q3 2023 | 23 |
Brinker Capital Investments, LLC | 23 | 23 | 0.01% | 0.19% | 0.35% | Q2 2017 | Q4 2022 | 23 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 5 | 0.00% | 0.03% | 0.15% | Q4 2017 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 2 | 0.07% | 0.49% | 1.82% | Q3 2016 | Q3 2022 | 22 |
STIFEL FINANCIAL CORP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
JGP Wealth Management, LLC | 21 | 21 | 0.10% | 0.16% | 0.18% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Kelman-Lazarov, Inc. | 21 | 21 | 0.72% | 8.14% | 10.12% | Q3 2018 | Q3 2023 | 21 |
BlackRock Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 21 |
Laurel Wealth Advisors, Inc. | 11 | 10 | 0.04% | 0.11% | 0.22% | Q2 2017 | Q4 2022 | 21 |
STRINGER ASSET MANAGEMENT, LLC | 20 | 20 | 0.84% | 4.43% | 10.36% | Q4 2017 | Q3 2022 | 20 |
WADDELL & ASSOCIATES, LLC | 20 | 20 | 0.08% | 2.41% | 5.97% | Q4 2018 | Q3 2023 | 20 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 20 | 20 | 0.07% | 0.23% | 0.46% | Q4 2018 | Q3 2023 | 20 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 20 | 20 | 0.05% | 0.13% | 0.31% | Q2 2016 | Q1 2021 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.92% | 2.12% | 3.56% | Q4 2018 | Q3 2023 | 20 |
PATTON ALBERTSON MILLER GROUP, LLC | 18 | 2 | 0.12% | 1.53% | 2.90% | Q1 2016 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 16 | 4 | 0.00% | 0.18% | 0.43% | Q3 2018 | Q3 2023 | 20 |
Clearwater Capital Advisors, LLC | 20 | 20 | 0.27% | 0.51% | 2.48% | Q4 2018 | Q3 2023 | 20 |
ACG Wealth | 20 | 20 | 0.05% | 0.44% | 1.27% | Q4 2017 | Q3 2022 | 20 |
AMERICAN NATIONAL BANK | 20 | 20 | 1.84% | 3.54% | 6.01% | Q4 2018 | Q3 2023 | 20 |
Capital Advisors, Ltd. LLC | 20 | 20 | 0.35% | 0.48% | 0.70% | Q4 2018 | Q3 2023 | 20 |
Atria Investments, Inc | 16 | 1 | 0.02% | 0.24% | 0.73% | Q1 2016 | Q3 2023 | 20 |
Mariner, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 19 |
ROPES WEALTH ADVISORS LLC | 19 | 19 | 0.00% | 0.03% | 0.04% | Q2 2016 | Q4 2020 | 19 |
Baker Ellis Asset Management LLC | 14 | 5 | 0.03% | 1.01% | 1.86% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.09% | 0.17% | Q1 2019 | Q3 2023 | 19 |
STEPHENS INC /AR/ | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Stonehearth Capital Management, LLC | 14 | 5 | 0.24% | 0.72% | 1.44% | Q4 2016 | Q4 2023 | 19 |
US BANCORP \DE\ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisors LLC | 19 | 19 | 0.26% | 0.33% | 0.45% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Quantitative Advantage, LLC | 19 | 19 | 1.98% | 2.94% | 4.23% | Q3 2018 | Q1 2023 | 19 |
3D ASSET MANAGEMENT, INC | 19 | 19 | 5.09% | 6.54% | 7.16% | Q1 2016 | Q3 2020 | 19 |
Inscription Capital, LLC | 9 | 2 | 0.19% | 0.45% | 1.62% | Q4 2018 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
TOMPKINS FINANCIAL CORP | 10 | 8 | 0.01% | 1.55% | 5.44% | Q2 2019 | Q4 2023 | 18 |
HighTower Advisors, LLC | 13 | 4 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 17 |
Richard P Slaughter Associates Inc | 17 | 17 | 0.32% | 2.50% | 5.05% | Q4 2019 | Q4 2023 | 17 |
BLAIR WILLIAM & CO/IL | 12 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Bank of New York Mellon Corp | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Callan Capital, LLC | 17 | 17 | 2.77% | 5.22% | 9.05% | Q3 2019 | Q3 2023 | 17 |
First Ascent Asset Management, LLC | 16 | 16 | 0.22% | 0.97% | 1.31% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 4.23% | 5.80% | 6.84% | Q4 2019 | Q3 2023 | 16 |
Ledyard National Bank | 16 | 16 | 0.34% | 1.59% | 2.37% | Q4 2019 | Q3 2023 | 16 |
Kathmere Capital Management, LLC | 16 | 16 | 0.30% | 1.54% | 2.50% | Q4 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 0.04% | 0.99% | 1.54% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.08% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Retirement Planning Group, LLC | 16 | 16 | 0.70% | 1.11% | 2.22% | Q4 2019 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2019 | 16 |
MONECO Advisors, LLC | 16 | 16 | 0.10% | 0.72% | 1.19% | Q4 2018 | Q3 2022 | 16 |
GFG Capital, LLC | 16 | 16 | 5.93% | 8.43% | 11.94% | Q4 2019 | Q3 2023 | 16 |
Strategic Financial Services, Inc, | 14 | 2 | 0.93% | 2.03% | 2.72% | Q3 2019 | Q3 2023 | 16 |
Anchor Investment Management, LLC | 16 | 16 | 0.02% | 0.20% | 0.34% | Q1 2020 | Q4 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Insight Wealth Strategies, LLC | 16 | 16 | 0.26% | 3.67% | 4.68% | Q4 2019 | Q3 2023 | 16 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 15 | 15 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2021 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
LAZARD ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CFO4Life Group, LLC | 15 | 15 | 0.30% | 0.47% | 0.73% | Q1 2020 | Q3 2023 | 15 |
OLD MISSION CAPITAL LLC | 11 | 1 | 0.02% | 0.14% | 0.48% | Q3 2016 | Q3 2023 | 15 |
FIRST NATIONAL CORP /MA/ /ADV | 15 | 15 | 0.09% | 0.97% | 3.54% | Q1 2020 | Q3 2023 | 15 |
First Capital Advisors Group, LLC. | 8 | 7 | 0.34% | 1.93% | 3.22% | Q1 2017 | Q2 2023 | 15 |
Great Point Wealth Advisors, LLC | 15 | 15 | 6.21% | 9.65% | 14.62% | Q1 2020 | Q3 2023 | 15 |
Fernwood Investment Management, LLC | 15 | 15 | 0.23% | 0.41% | 0.49% | Q1 2020 | Q3 2023 | 15 |
Hixon Zuercher, LLC | 15 | 15 | 2.68% | 3.20% | 4.32% | Q1 2020 | Q3 2023 | 15 |
Sowell Financial Services LLC | 9 | 1 | 0.02% | 0.09% | 0.41% | Q3 2018 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.19% | 0.31% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2021 | 14 |
Stokes Family Office, LLC | 14 | 14 | 0.06% | 1.74% | 5.63% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 10 | 4 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 14 |
SHEPHERD KAPLAN KROCHUK, LLC | 14 | 14 | 0.69% | 1.34% | 2.00% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 14 |
COMMUNITY TRUST & INVESTMENT CO | 13 | 13 | 0.05% | 0.15% | 0.21% | Q3 2020 | Q3 2023 | 13 |
FIFTH THIRD BANCORP | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.02% | 0.17% | 0.41% | Q1 2019 | Q3 2023 | 13 |
ATWOOD & PALMER INC | 13 | 13 | 1.08% | 2.71% | 3.57% | Q3 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Legacy Advisors, LLC | 13 | 13 | 0.10% | 0.15% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Baystate Wealth Management LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
BLB&B Advisors, LLC | 12 | 12 | 0.06% | 0.07% | 0.09% | Q3 2016 | Q2 2019 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.18% | 0.19% | 0.20% | Q4 2016 | Q3 2019 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 1.75% | 4.07% | 5.52% | Q4 2020 | Q3 2023 | 12 |
Peak Capital Management LLC | 12 | 12 | 1.09% | 2.13% | 3.42% | Q2 2017 | Q1 2020 | 12 |
M Holdings Securities, Inc. | 6 | 6 | 0.06% | 0.51% | 0.80% | Q1 2020 | Q2 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.16% | 0.98% | 2.09% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.22% | 0.24% | 0.25% | Q4 2016 | Q3 2019 | 12 |
Haverford Trust Co | 12 | 12 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.27% | 0.28% | 0.29% | Q4 2016 | Q3 2019 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Riverpoint Wealth Management Holdings, LLC | 12 | 12 | 0.31% | 2.06% | 2.48% | Q4 2018 | Q3 2021 | 12 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.32% | 0.35% | 0.41% | Q4 2016 | Q3 2019 | 12 |
Mascoma Wealth Management LLC | 12 | 12 | 0.12% | 1.02% | 3.75% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.08% | 0.08% | 0.09% | Q4 2016 | Q3 2019 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PFS INVESTMENTS INC. | 12 | 12 | 0.33% | 0.50% | 0.75% | Q3 2020 | Q2 2023 | 12 |
PARSONS CAPITAL MANAGEMENT INC/RI | 12 | 12 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Accuvest Global Advisors | 12 | 12 | 0.74% | 4.69% | 10.30% | Q4 2020 | Q3 2023 | 12 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.79% | 1.36% | 1.87% | Q1 2021 | Q3 2023 | 11 |
SYNOVUS FINANCIAL CORP | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2020 | 11 |
Prudent Man Advisors, LLC | 6 | 5 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Camelot Portfolios, LLC | 11 | 11 | 0.23% | 0.34% | 0.44% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 6.31% | 7.24% | 8.43% | Q1 2021 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 11 |
EPG Wealth Management LLC | 5 | 2 | 0.05% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 11 |
Cerity Partners LLC | 11 | 11 | 0.06% | 0.27% | 0.49% | Q4 2020 | Q2 2023 | 11 |
Modus Advisors, LLC | 10 | 1 | 0.17% | 0.31% | 0.37% | Q4 2019 | Q3 2022 | 11 |
Ausdal Financial Partners, Inc. | 7 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Tillar-Wenstrup Advisors, LLC | 9 | 1 | 0.14% | 0.94% | 2.94% | Q4 2019 | Q2 2022 | 10 |
Spire Wealth Management | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
First Heartland Consultants, Inc. | 5 | 5 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 7 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q2 2023 | 10 |
Creative Planning | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.29% | 0.34% | 0.40% | Q2 2021 | Q3 2023 | 10 |
SPINNAKER TRUST | 10 | 10 | 0.02% | 2.34% | 6.88% | Q4 2018 | Q1 2021 | 10 |
FIRST HAWAIIAN BANK | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 10 | 10 | 2.50% | 3.63% | 4.92% | Q2 2021 | Q3 2023 | 10 |
BALASA DINVERNO & FOLTZ LLC | 10 | 10 | 3.44% | 4.54% | 4.95% | Q2 2020 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Covenant Multifamily Offices, LLC | 10 | 10 | 0.11% | 0.16% | 0.22% | Q2 2019 | Q3 2021 | 10 |
Legacy Bridge, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 3.50% | 6.69% | 7.94% | Q1 2020 | Q1 2022 | 9 |
Teamwork Financial Advisors, LLC | 9 | 9 | 0.05% | 0.18% | 0.58% | Q4 2019 | Q4 2021 | 9 |
CWM, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Lee Financial Group Hawaii, Inc. | 9 | 9 | 0.20% | 0.37% | 0.66% | Q4 2020 | Q4 2022 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9 | 9 | 0.00% | 0.11% | 0.23% | Q3 2021 | Q3 2023 | 9 |
TruWealth Advisors, LLC | 9 | 9 | 0.02% | 0.26% | 0.59% | Q3 2021 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 9 |
Royal Harbor Partners, LLC | 7 | 2 | 3.57% | 6.14% | 7.63% | Q1 2020 | Q2 2022 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2022 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.07% | 0.36% | 1.05% | Q4 2019 | Q3 2023 | 9 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.30% | 0.70% | 1.73% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Perennial Investment Advisors, LLC | 7 | 1 | 0.08% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NAPLES GLOBAL ADVISORS, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.32% | 0.46% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 7.77% | 8.72% | 9.53% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7 | 1 | 0.02% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 8 |
Newman Dignan & Sheerar, Inc. | 8 | 8 | 0.39% | 1.06% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Capital Analysts, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.50% | 0.55% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.19% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q1 2021 | 8 |
FIFTH THIRD SECURITIES, INC. | 6 | 2 | 0.04% | 0.07% | 0.14% | Q3 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.03% | 0.13% | Q4 2019 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.80% | 1.06% | 1.52% | Q4 2021 | Q3 2023 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.57% | 0.71% | 0.83% | Q4 2021 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 8 |
Commonwealth Equity Services, Inc | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2017 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 2.84% | 5.51% | 7.61% | Q4 2021 | Q3 2023 | 8 |
Advisor Group, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.01% | 0.22% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Emerald Advisors, LLC | 7 | 7 | 0.09% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 2.44% | 2.78% | 3.06% | Q1 2022 | Q3 2023 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.03% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
MORRIS FINANCIAL CONCEPTS, INC. | 5 | 2 | 0.02% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 7 |
Grace Capital | 5 | 2 | 0.17% | 0.18% | 0.19% | Q1 2020 | Q4 2021 | 7 |
Maxim Capital Management LLC | 7 | 7 | 11.83% | 13.47% | 14.44% | Q4 2018 | Q2 2020 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 7 |
Parallel Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 7 |
Antonetti Capital Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Prospera Financial Services Inc | 6 | 1 | 0.00% | 0.05% | 0.07% | Q2 2017 | Q1 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 5 | 2 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q4 2021 | 7 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Sandy Spring Bank | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ASSETMARK, INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Financial Advocates Investment Management | 7 | 7 | 0.11% | 0.12% | 0.13% | Q4 2017 | Q2 2019 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Brio Consultants, LLC | 6 | 6 | 3.50% | 4.01% | 4.66% | Q2 2022 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 6 |
Snowden Capital Advisors LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 6 |
EATON VANCE MANAGEMENT | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Windsor Wealth Management, Inc. | 6 | 6 | 0.10% | 0.72% | 1.28% | Q2 2022 | Q3 2023 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2020 | 6 |
Capital Advisors Wealth Management, LLC | 6 | 6 | 0.08% | 0.13% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Herold Advisors, Inc. | 3 | 3 | 0.07% | 0.93% | 1.89% | Q3 2021 | Q3 2023 | 6 |
WMS Partners, LLC | 6 | 6 | 0.45% | 4.25% | 5.88% | Q2 2022 | Q3 2023 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
3D/L Capital Management, LLC | 6 | 6 | 0.03% | 4.61% | 5.79% | Q4 2020 | Q1 2022 | 6 |
Pallas Capital Advisors LLC | 5 | 5 | 0.62% | 1.00% | 1.25% | Q3 2022 | Q3 2023 | 5 |
Winthrop Advisory Group LLC | 5 | 5 | 0.62% | 0.66% | 0.71% | Q3 2022 | Q3 2023 | 5 |
Zions Bancorporation, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
Strategic Family Wealth Counselors, L.L.C. | 4 | 1 | 0.10% | 0.11% | 0.11% | Q2 2022 | Q3 2023 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.01% | 0.05% | 0.11% | Q2 2022 | Q2 2023 | 5 |
Goelzer Investment Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Wagner Wealth Management, LLC | 5 | 5 | 0.03% | 0.54% | 1.03% | Q3 2022 | Q3 2023 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.30% | 0.54% | 0.76% | Q1 2016 | Q1 2017 | 5 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 5 |
Alpha Omega Group, Inc. | 4 | 1 | 0.50% | 6.23% | 8.79% | Q4 2020 | Q4 2022 | 5 |
Beaird Harris Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 5 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 5 |
Greenwich Wealth Management LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 5 |
EdgeRock Capital LLC | 5 | 5 | 0.14% | 0.17% | 0.19% | Q2 2022 | Q2 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.57% | 0.62% | 0.65% | Q4 2021 | Q4 2022 | 5 |
Independent Advisor Alliance | 4 | 1 | 0.01% | 0.02% | 0.07% | Q3 2021 | Q4 2022 | 5 |
Hochman Cole Investment Advisors, Inc. | 5 | 5 | 0.22% | 0.28% | 0.30% | Q4 2018 | Q4 2019 | 5 |
Allred Capital Management, LLC | 5 | 5 | 0.13% | 0.20% | 0.32% | Q4 2018 | Q4 2019 | 5 |
Global Financial Private Capital, Inc | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 5 |
OneAscent Wealth Management LLC | 5 | 5 | 0.09% | 0.18% | 0.28% | Q1 2022 | Q1 2023 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Apollon Wealth Management, LLC | 3 | 1 | 0.04% | 1.24% | 5.47% | Q4 2018 | Q4 2020 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.10% | 0.10% | 0.11% | Q4 2019 | Q4 2020 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2017 | Q1 2018 | 4 |
VALLEY NATIONAL ADVISERS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Hilltop Holdings Inc. | 3 | 1 | 0.04% | 0.29% | 1.00% | Q1 2018 | Q1 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 1.26% | 4.09% | 7.06% | Q4 2021 | Q3 2022 | 4 |
Elmwood Wealth Management, Inc. | 4 | 4 | 0.76% | 0.83% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Centennial Wealth Advisory LLC | 4 | 4 | 0.15% | 0.21% | 0.29% | Q2 2021 | Q1 2022 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q2 2017 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.16% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Capital One Investing, Inc. | 4 | 4 | 3.93% | 4.49% | 4.85% | Q4 2018 | Q3 2019 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.32% | 0.49% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q1 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.07% | 0.25% | 0.45% | Q1 2019 | Q4 2019 | 4 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.33% | 0.40% | 0.43% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.23% | 0.43% | 0.85% | Q4 2022 | Q3 2023 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 5.76% | 6.04% | 6.26% | Q4 2022 | Q3 2023 | 4 |
American Portfolios Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 4 |
Sage Advisory Services, Ltd.Co. | 4 | 4 | 0.44% | 0.71% | 1.01% | Q4 2020 | Q3 2021 | 4 |
Watson Rebecca | 4 | 4 | 2.47% | 3.82% | 5.21% | Q4 2019 | Q3 2020 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.38% | 0.40% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Chicago Wealth Management, Inc. | 4 | 4 | 0.19% | 0.20% | 0.21% | Q1 2021 | Q4 2021 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
BB&T SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.30% | 0.37% | 0.42% | Q1 2023 | Q4 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.08% | 0.13% | 0.25% | Q1 2020 | Q3 2023 | 4 |
HL FINANCIAL SERVICES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.01% | 0.08% | 0.17% | Q4 2019 | Q3 2020 | 4 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 3 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
COLONY GROUP LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Choate Investment Advisors | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2016 | Q4 2016 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.55% | 0.56% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Bridgeworth, LLC | 2 | 1 | 0.03% | 0.08% | 0.11% | Q1 2018 | Q1 2019 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
Ferris Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
West Coast Financial LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.13% | 0.38% | 0.88% | Q1 2022 | Q3 2022 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.54% | 0.57% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 3 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.14% | 0.15% | 0.17% | Q2 2019 | Q4 2019 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 2 |
Pinnacle Wealth Management Group, Inc. | 2 | 2 | 1.66% | 1.67% | 1.68% | Q1 2022 | Q2 2022 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 2 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 2 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wealthfront Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Argent Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 2 |
BBVA USA Bancshares, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Plan Group Financial, LLC | 1 | 1 | 0.26% | 2.69% | 5.12% | Q2 2022 | Q3 2023 | 2 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
IAM Advisory, LLC | 2 | 2 | 3.53% | 3.58% | 3.64% | Q3 2021 | Q4 2021 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Family Management Corp | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2019 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.40% | 0.41% | 0.43% | Q2 2023 | Q3 2023 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 0.00% | 0.12% | 0.25% | Q2 2021 | Q3 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BEACON TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q2 2016 | 2 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2019 | Q3 2022 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.31% | 0.32% | 0.33% | Q3 2016 | Q4 2016 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
MATTERN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 2 |
StoneX Group Inc. | 1 | 1 | 0.03% | 0.16% | 0.29% | Q2 2017 | Q4 2021 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 6.45% | 6.45% | 6.45% | Q4 2021 | Q4 2021 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
City State Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2020 | Q1 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Asio Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FOCUS Wealth Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2017 | Q4 2017 | 1 |
MorganRosel Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 3.81% | 3.81% | 3.81% | Q4 2019 | Q4 2019 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Paracle Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Dakota Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own GOLDMAN SACHS ETF TR or have owned GOLDMAN SACHS ETF TR in the past.