Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 28 | 28 | 0.00% | 0.06% | 0.13% | Q4 2016 | Q3 2023 | 28 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Baker Ellis Asset Management LLC | 26 | 26 | 0.14% | 1.06% | 2.27% | Q2 2017 | Q3 2023 | 26 |
Betterment LLC | 25 | 25 | 0.01% | 0.54% | 1.71% | Q3 2017 | Q3 2023 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 25 | 25 | 0.00% | 0.05% | 0.26% | Q3 2017 | Q3 2023 | 25 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
ACR Alpine Capital Research, LLC | 25 | 25 | 0.05% | 13.71% | 38.46% | Q3 2017 | Q3 2023 | 25 |
STIFEL FINANCIAL CORP | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 25 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Waverly Advisors, LLC | 24 | 24 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q2 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.14% | 0.61% | 1.30% | Q4 2017 | Q3 2023 | 24 |
UBS Group AG | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
B. Riley Wealth Advisors, Inc. | 24 | 24 | 0.05% | 0.16% | 0.32% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 23 | 23 | 0.01% | 0.06% | 0.22% | Q1 2018 | Q3 2023 | 23 |
RAYMOND JAMES & ASSOCIATES | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Coyle Financial Counsel LLC | 23 | 23 | 0.70% | 3.27% | 9.57% | Q1 2018 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 23 | 23 | 0.08% | 1.72% | 5.64% | Q1 2018 | Q3 2023 | 23 |
Citadel Advisors | 12 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 23 |
One Capital Management, LLC | 23 | 23 | 0.06% | 1.16% | 4.32% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.03% | 0.68% | 1.85% | Q4 2017 | Q3 2023 | 23 |
CITIGROUP INC | 21 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 22 |
Cypress Wealth Services, LLC | 22 | 22 | 0.08% | 0.68% | 1.23% | Q2 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | 22 | 0.01% | 0.53% | 1.47% | Q2 2018 | Q3 2023 | 22 |
ATWOOD & PALMER INC | 22 | 22 | 0.03% | 0.37% | 2.30% | Q2 2018 | Q3 2023 | 22 |
Perigon Wealth Management, LLC | 21 | 1 | 0.02% | 0.16% | 0.48% | Q3 2011 | Q3 2023 | 22 |
Windsor Wealth Management, Inc. | 22 | 22 | 0.14% | 1.80% | 5.27% | Q2 2018 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 22 | 22 | 0.01% | 0.19% | 0.86% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.07% | 0.44% | Q1 2017 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Bridgeworth, LLC | 21 | 21 | 0.05% | 2.16% | 11.46% | Q3 2018 | Q3 2023 | 21 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 1.34% | 7.52% | Q4 2017 | Q3 2023 | 21 |
Cetera Advisors LLC | 21 | 21 | 0.01% | 0.04% | 0.16% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 21 | 21 | 0.11% | 0.78% | 2.94% | Q4 2018 | Q4 2023 | 21 |
BALDWIN BROTHERS LLC/MA | 21 | 21 | 0.03% | 0.35% | 0.81% | Q4 2018 | Q4 2023 | 21 |
Janney Montgomery Scott LLC | 16 | 5 | 0.00% | 0.10% | 0.29% | Q3 2017 | Q3 2023 | 21 |
Kingsview Wealth Management, LLC | 16 | 5 | 0.01% | 0.08% | 0.31% | Q3 2017 | Q3 2023 | 21 |
EVERGREEN CAPITAL MANAGEMENT LLC | 21 | 21 | 0.03% | 1.87% | 6.08% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 18 | 1 | 0.01% | 0.15% | 1.26% | Q3 2017 | Q3 2023 | 21 |
HighTower Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Miracle Mile Advisors, LLC | 12 | 1 | 0.02% | 1.54% | 7.46% | Q2 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 13 | 7 | 0.00% | 0.17% | 0.95% | Q3 2018 | Q3 2023 | 20 |
LAZARD ASSET MANAGEMENT LLC | 13 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 1 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 17 | 2 | 0.00% | 0.06% | 0.22% | Q3 2018 | Q3 2023 | 19 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 19 | 0.05% | 0.64% | 1.42% | Q1 2019 | Q3 2023 | 19 |
Pathway Financial Advisors LLC | 11 | 8 | 9.57% | 25.47% | 46.38% | Q3 2018 | Q3 2023 | 19 |
Mariner, LLC | 16 | 3 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 19 |
SHEPHERD KAPLAN KROCHUK, LLC | 19 | 19 | 0.17% | 0.30% | 0.91% | Q4 2017 | Q2 2022 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER & CO INC | 18 | 18 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.15% | 0.35% | Q2 2019 | Q3 2023 | 18 |
Beacon Pointe Advisors, LLC | 16 | 1 | 0.01% | 0.10% | 0.65% | Q4 2018 | Q3 2023 | 18 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.02% | 0.22% | 0.44% | Q4 2018 | Q1 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 18 |
GOFEN & GLOSSBERG LLC /IL/ | 16 | 2 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q4 2022 | 18 |
American Portfolios Advisors | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 18 |
Haverford Trust Co | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
CX Institutional | 10 | 1 | 0.00% | 1.07% | 3.49% | Q2 2018 | Q3 2023 | 17 |
STEPHENS INC /AR/ | 17 | 17 | 0.01% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Acorns Advisers, LLC | 17 | 17 | 0.54% | 0.81% | 1.48% | Q3 2019 | Q3 2023 | 17 |
Successful Portfolios LLC | 16 | 16 | 0.44% | 0.93% | 1.35% | Q4 2019 | Q3 2023 | 16 |
CHATHAM CAPITAL GROUP, INC. | 11 | 5 | 0.04% | 1.47% | 3.54% | Q4 2018 | Q3 2023 | 16 |
IndexIQ Advisors LLC | 16 | 16 | 0.03% | 1.53% | 4.68% | Q1 2018 | Q4 2021 | 16 |
Hamilton Capital, LLC | 15 | 1 | 0.07% | 0.16% | 0.43% | Q3 2019 | Q3 2023 | 16 |
ALTFEST L J & CO INC | 14 | 2 | 0.04% | 1.60% | 3.90% | Q3 2019 | Q3 2023 | 16 |
Geneos Wealth Management Inc. | 10 | 6 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 16 |
Covenant Multifamily Offices, LLC | 16 | 16 | 0.42% | 0.75% | 1.31% | Q4 2017 | Q3 2021 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.04% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.03% | 0.16% | Q1 2018 | Q4 2021 | 16 |
Rock Point Advisors, LLC | 16 | 16 | 0.26% | 0.42% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.51% | 1.35% | Q4 2019 | Q3 2023 | 16 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 11 | 5 | 1.06% | 20.74% | 89.69% | Q3 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Sloy Dahl & Holst, LLC | 16 | 16 | 0.37% | 0.84% | 1.70% | Q4 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 10 | 2 | 0.00% | 0.04% | 0.17% | Q2 2018 | Q3 2023 | 15 |
Capital Asset Advisory Services LLC | 11 | 4 | 0.02% | 0.14% | 0.34% | Q4 2019 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Bristlecone Advisors, LLC | 6 | 1 | 0.07% | 0.70% | 1.63% | Q2 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Winch Advisory Services, LLC | 15 | 15 | 1.97% | 3.27% | 7.38% | Q1 2020 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 15 |
Investors Research Corp | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 6 | 2 | 0.02% | 0.09% | 0.22% | Q1 2019 | Q3 2023 | 14 |
Cornerstone Management, Inc. | 12 | 2 | 0.18% | 11.48% | 17.97% | Q2 2018 | Q3 2023 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.04% | 0.40% | 0.79% | Q2 2020 | Q3 2023 | 14 |
Migdal Insurance & Financial Holdings Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
GREATMARK INVESTMENT PARTNERS, INC. | 12 | 2 | 0.03% | 0.16% | 0.52% | Q3 2019 | Q2 2023 | 14 |
Single Point Partners, LLC | 7 | 1 | 0.29% | 0.50% | 0.99% | Q4 2019 | Q3 2023 | 14 |
G&S Capital LLC | 7 | 7 | 0.45% | 3.65% | 10.48% | Q4 2018 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 14 |
Laurel Wealth Advisors, Inc. | 13 | 13 | 0.07% | 0.28% | 0.75% | Q4 2019 | Q4 2022 | 13 |
Castle Rock Wealth Management, LLC | 8 | 5 | 0.18% | 4.50% | 22.27% | Q2 2019 | Q3 2023 | 13 |
BLAIR WILLIAM & CO/IL | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Financial Architects, Inc | 13 | 13 | 0.00% | 0.19% | 0.33% | Q3 2017 | Q3 2020 | 13 |
Western Wealth Management, LLC | 9 | 4 | 0.01% | 0.30% | 0.64% | Q4 2018 | Q3 2022 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Renaissance Technologies | 7 | 6 | 0.00% | 0.02% | 0.09% | Q1 2020 | Q3 2023 | 13 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
All Terrain Financial Advisors, LLC | 13 | 13 | 0.19% | 0.78% | 1.30% | Q3 2018 | Q3 2021 | 13 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.04% | 0.06% | 0.15% | Q2 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 1.05% | 1.41% | 2.62% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 12 | 1.00% | 2.42% | 4.98% | Q1 2020 | Q4 2022 | 12 |
CITIZENS FINANCIAL GROUP INC/RI | 12 | 12 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q2 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BOK Financial Private Wealth, Inc. | 9 | 1 | 0.00% | 0.15% | 0.26% | Q3 2017 | Q2 2023 | 12 |
Stratos Investment Management, LLC | 12 | 12 | 0.03% | 0.24% | 0.60% | Q1 2019 | Q4 2021 | 12 |
First Allied Advisory Services, Inc. | 12 | 12 | 0.05% | 0.33% | 0.58% | Q3 2017 | Q2 2020 | 12 |
Alpha Omega Group, Inc. | 12 | 12 | 0.27% | 0.42% | 0.79% | Q4 2020 | Q3 2023 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 0.21% | 0.85% | 1.68% | Q4 2020 | Q3 2023 | 12 |
Canal Capital Management, LLC | 6 | 1 | 0.07% | 1.88% | 6.94% | Q1 2019 | Q3 2023 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 0.97% | 11.10% | 18.45% | Q4 2020 | Q3 2023 | 12 |
VICUS CAPITAL | 12 | 12 | 0.05% | 0.16% | 0.37% | Q4 2020 | Q3 2023 | 12 |
SAGE RHINO CAPITAL LLC | 8 | 4 | 0.12% | 0.89% | 2.71% | Q1 2019 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 11 | 11 | 0.01% | 0.10% | 0.24% | Q4 2018 | Q2 2021 | 11 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 11 | 0.16% | 1.27% | 6.61% | Q3 2019 | Q1 2022 | 11 |
Financial & Tax Architects, LLC | 11 | 11 | 0.94% | 2.71% | 4.69% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Main Management LLC | 9 | 2 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 11 |
Mengis Capital Management, Inc. | 9 | 2 | 0.12% | 0.66% | 1.49% | Q1 2019 | Q3 2023 | 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2022 | 11 |
Hilltop Holdings Inc. | 11 | 11 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.56% | 1.36% | Q1 2021 | Q3 2023 | 11 |
Laidlaw Wealth Management LLC | 8 | 3 | 0.31% | 0.48% | 0.92% | Q2 2020 | Q3 2023 | 11 |
Keystone Financial Group | 11 | 11 | 0.09% | 0.20% | 0.34% | Q2 2019 | Q4 2021 | 11 |
Royal Harbor Partners, LLC | 9 | 2 | 0.34% | 1.14% | 2.98% | Q4 2019 | Q3 2022 | 11 |
Parkside Financial Bank & Trust | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.06% | 0.24% | 0.54% | Q4 2020 | Q2 2023 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.00% | 0.55% | 1.40% | Q1 2021 | Q3 2023 | 11 |
BlackRock Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 11 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.03% | 0.70% | 3.66% | Q4 2018 | Q3 2023 | 11 |
Orion Portfolio Solutions, LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 10 |
FRG Family Wealth Advisors LLC | 10 | 10 | 0.08% | 0.10% | 0.12% | Q1 2017 | Q2 2019 | 10 |
Squar Milner Financial Services LLC | 9 | 1 | 0.22% | 1.08% | 1.59% | Q4 2017 | Q2 2020 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 3 | 0.58% | 2.72% | 4.47% | Q3 2018 | Q3 2023 | 10 |
Legacy Advisors, LLC | 10 | 10 | 0.04% | 0.08% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Retirement Group, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 10 |
SIGNATUREFD, LLC | 8 | 2 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q2 2023 | 10 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 10 | 0.03% | 0.06% | 0.08% | Q3 2017 | Q4 2019 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.04% | 0.10% | 0.20% | Q3 2017 | Q4 2019 | 10 |
Patriot Financial Group Insurance Agency, LLC | 7 | 3 | 0.00% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 10 |
BALASA DINVERNO & FOLTZ LLC | 10 | 10 | 0.07% | 0.43% | 1.14% | Q2 2020 | Q3 2022 | 10 |
PFG Advisors | 6 | 4 | 0.02% | 0.04% | 0.14% | Q1 2021 | Q3 2023 | 10 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 10 | 10 | 0.06% | 0.31% | 0.96% | Q3 2020 | Q4 2022 | 10 |
HOHIMER WEALTH MANAGEMENT, LLC | 7 | 3 | 0.73% | 5.38% | 9.81% | Q2 2020 | Q3 2023 | 10 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 9 |
Frontier Wealth Management LLC | 9 | 9 | 0.02% | 0.10% | 0.16% | Q2 2020 | Q2 2022 | 9 |
YHB Investment Advisors, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
Ledyard National Bank | 9 | 9 | 0.01% | 0.23% | 0.35% | Q2 2018 | Q2 2020 | 9 |
TRUIST FINANCIAL CORP | 5 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Atria Investments, Inc | 3 | 1 | 0.02% | 0.16% | 0.37% | Q4 2018 | Q3 2023 | 9 |
Hudson Value Partners, LLC | 9 | 9 | 0.21% | 0.25% | 0.29% | Q2 2021 | Q2 2023 | 9 |
DEUTSCHE BANK AG\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 9 |
HOWARD WEALTH MANAGEMENT, LLC | 8 | 1 | 0.19% | 0.47% | 0.68% | Q2 2020 | Q3 2022 | 9 |
Realta Investment Advisors | 5 | 4 | 0.00% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.07% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.02% | 0.96% | 5.43% | Q1 2018 | Q3 2022 | 8 |
55I, LLC | 6 | 2 | 0.01% | 0.05% | 0.13% | Q1 2020 | Q1 2022 | 8 |
SPC Financial, Inc. | 4 | 2 | 0.05% | 0.27% | 0.52% | Q3 2018 | Q1 2021 | 8 |
WealthPLAN Partners, LLC | 5 | 3 | 0.01% | 0.64% | 1.22% | Q3 2021 | Q4 2023 | 8 |
TFC Financial Management, Inc. | 8 | 8 | 0.72% | 0.91% | 1.26% | Q3 2020 | Q2 2022 | 8 |
Ellsworth Advisors, LLC | 8 | 8 | 0.40% | 3.06% | 4.72% | Q2 2020 | Q1 2022 | 8 |
Brookstone Capital Management | 5 | 1 | 0.01% | 0.23% | 0.75% | Q1 2018 | Q3 2023 | 8 |
Partnervest Advisory Services LLC | 7 | 1 | 0.14% | 4.94% | 12.27% | Q3 2018 | Q3 2020 | 8 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 8 |
Freedom Investment Management, Inc. | 4 | 1 | 0.10% | 1.21% | 2.90% | Q1 2018 | Q3 2022 | 8 |
Sowell Financial Services LLC | 6 | 2 | 0.00% | 0.14% | 1.05% | Q4 2019 | Q3 2023 | 8 |
HBK Sorce Advisory LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2019 | 8 |
CCG WEALTH MANAGEMENT, LLC | 8 | 8 | 2.10% | 5.24% | 10.75% | Q4 2018 | Q3 2020 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BEACON FINANCIAL GROUP | 5 | 3 | 0.25% | 0.55% | 0.85% | Q1 2019 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Five Oceans Advisors | 8 | 8 | 0.27% | 0.40% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Vestmark Advisory Solutions, Inc. | 5 | 2 | 0.01% | 0.24% | 0.91% | Q1 2019 | Q2 2023 | 7 |
RHS Financial, LLC | 4 | 1 | 0.18% | 1.64% | 3.18% | Q1 2020 | Q3 2023 | 7 |
Alpha Cubed Investments, LLC | 7 | 7 | 0.03% | 0.11% | 0.20% | Q3 2018 | Q1 2020 | 7 |
Snider Financial Group | 7 | 7 | 0.41% | 2.99% | 3.70% | Q2 2021 | Q4 2022 | 7 |
HOLDERNESS INVESTMENTS CO | 7 | 7 | 0.57% | 1.32% | 3.48% | Q4 2018 | Q2 2020 | 7 |
St. James Investment Company, LLC | 4 | 3 | 6.64% | 8.42% | 9.23% | Q1 2019 | Q3 2023 | 7 |
Tevis Investment Management | 4 | 3 | 0.10% | 1.41% | 3.41% | Q4 2021 | Q3 2023 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 7 | 7 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q1 2022 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 7 | 0.39% | 0.63% | 0.98% | Q4 2018 | Q2 2020 | 7 |
Eldridge Investment Advisors, Inc. | 7 | 7 | 1.68% | 3.82% | 4.95% | Q1 2022 | Q3 2023 | 7 |
Keebeck Wealth Management, LLC | 7 | 7 | 0.18% | 0.28% | 0.42% | Q1 2022 | Q3 2023 | 7 |
NWAM LLC | 4 | 3 | 0.04% | 0.12% | 0.27% | Q3 2019 | Q3 2023 | 7 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.05% | 0.12% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.35% | 0.62% | 0.95% | Q3 2018 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.02% | 0.08% | 0.20% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 7 |
Hamilton Wealth, LLC | 6 | 6 | 0.46% | 0.96% | 1.20% | Q2 2020 | Q3 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Madrona Financial Services, LLC | 4 | 2 | 0.22% | 0.87% | 3.24% | Q1 2022 | Q3 2023 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Emerald Advisors, LLC | 6 | 6 | 0.10% | 0.35% | 0.71% | Q2 2020 | Q3 2021 | 6 |
CGN Advisors LLC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q3 2022 | Q4 2023 | 6 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 6 |
AVALON CAPITAL MANAGEMENT | 4 | 2 | 0.19% | 1.74% | 3.21% | Q1 2020 | Q4 2022 | 6 |
Waldron Private Wealth LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Q3 Asset Management | 5 | 1 | 0.33% | 8.21% | 18.84% | Q1 2020 | Q1 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.05% | 0.11% | Q1 2022 | Q3 2023 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Narus Financial Partners, LLC | 6 | 6 | 0.30% | 0.57% | 0.71% | Q2 2022 | Q3 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 6 |
Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Valmark Advisers, Inc. | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
BANK OF NOVA SCOTIA | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 6 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Retireful, LLC | 5 | 5 | 3.96% | 13.04% | 17.84% | Q3 2022 | Q3 2023 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 1.20% | 3.12% | 4.74% | Q3 2022 | Q3 2023 | 5 |
Copperwynd Financial, LLC | 5 | 5 | 0.55% | 0.84% | 1.11% | Q3 2019 | Q3 2020 | 5 |
WEALTHSOURCE PARTNERS, LLC | 5 | 5 | 0.05% | 0.07% | 0.12% | Q1 2019 | Q1 2020 | 5 |
Destiny Wealth Partners, LLC | 5 | 5 | 1.00% | 1.17% | 1.39% | Q3 2022 | Q3 2023 | 5 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.05% | 1.00% | 4.19% | Q4 2019 | Q2 2021 | 5 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Insight Wealth Strategies, LLC | 5 | 5 | 0.15% | 3.52% | 6.17% | Q4 2018 | Q4 2019 | 5 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.04% | 0.30% | 0.44% | Q2 2019 | Q1 2021 | 5 |
Aveo Capital Partners, LLC | 4 | 1 | 0.22% | 0.99% | 1.58% | Q2 2022 | Q3 2023 | 5 |
DAVIDSON TRUST CO | 5 | 5 | 0.26% | 0.29% | 0.35% | Q1 2020 | Q1 2021 | 5 |
GenWealth Group, Inc. | 4 | 1 | 0.14% | 0.61% | 2.48% | Q2 2020 | Q4 2021 | 5 |
TOWNSQUARE CAPITAL LLC | 3 | 2 | 0.05% | 0.23% | 0.35% | Q1 2019 | Q3 2020 | 5 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 5 |
ICA Group Wealth Management, LLC | 5 | 5 | 0.00% | 0.05% | 0.07% | Q2 2022 | Q2 2023 | 5 |
MBL Wealth, LLC | 5 | 5 | 0.48% | 0.72% | 0.88% | Q3 2022 | Q3 2023 | 5 |
Tarbox Family Office, Inc. | 5 | 5 | 0.05% | 0.10% | 0.13% | Q2 2020 | Q2 2021 | 5 |
Blue Trust, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q1 2020 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Wagner Wealth Management, LLC | 5 | 5 | 0.19% | 0.26% | 0.37% | Q3 2022 | Q3 2023 | 5 |
Kathmere Capital Management, LLC | 5 | 5 | 0.03% | 0.12% | 0.24% | Q4 2019 | Q4 2020 | 5 |
Gerber Kawasaki Wealth & Investment Management | 5 | 5 | 0.53% | 0.84% | 1.18% | Q3 2022 | Q3 2023 | 5 |
Asio Capital, LLC | 4 | 1 | 0.00% | 0.44% | 0.85% | Q1 2020 | Q2 2021 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BADGLEY PHELPS & BELL INC | 3 | 2 | 0.02% | 0.79% | 1.87% | Q3 2018 | Q2 2020 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q1 2021 | 5 |
Fort Sheridan Advisors LLC | 5 | 5 | 0.14% | 0.18% | 0.23% | Q4 2018 | Q4 2019 | 5 |
Baird Financial Group, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 5 |
Twele Capital Management, Inc. | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q4 2019 | 5 |
Crane Advisory, LLC | 5 | 5 | 10.61% | 13.73% | 15.75% | Q3 2022 | Q3 2023 | 5 |
HBW ADVISORY SERVICES LLC | 4 | 1 | 0.06% | 1.29% | 2.79% | Q1 2020 | Q1 2023 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.17% | 0.27% | 0.49% | Q2 2021 | Q2 2022 | 5 |
Synergy Financial Group, LTD | 5 | 5 | 0.36% | 0.71% | 1.06% | Q3 2022 | Q3 2023 | 5 |
B. Riley Wealth Management, Inc. | 3 | 2 | 0.03% | 0.10% | 0.18% | Q1 2019 | Q2 2020 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 5 | 1.77% | 3.14% | 4.01% | Q3 2022 | Q3 2023 | 5 |
Quantitative Advantage, LLC | 3 | 2 | 2.62% | 5.46% | 8.58% | Q1 2020 | Q2 2022 | 5 |
Brouwer & Janachowski, LLC | 5 | 5 | 0.05% | 0.29% | 1.21% | Q4 2019 | Q4 2020 | 5 |
Ledge Wealth Management, Inc. | 5 | 5 | 4.58% | 7.78% | 13.54% | Q3 2022 | Q3 2023 | 5 |
MOTIVE WEALTH ADVISORS | 5 | 5 | 0.49% | 0.94% | 2.14% | Q3 2022 | Q3 2023 | 5 |
SEGALL BRYANT & HAMILL, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.63% | 0.68% | 0.72% | Q1 2019 | Q4 2019 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.06% | 0.88% | 2.68% | Q4 2022 | Q3 2023 | 4 |
FSC Wealth Advisors, LLC | 4 | 4 | 9.65% | 13.80% | 17.74% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.73% | 1.00% | 1.23% | Q4 2022 | Q3 2023 | 4 |
TKG Advisors, LLC | 4 | 4 | 0.32% | 3.09% | 5.95% | Q2 2022 | Q1 2023 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.94% | 1.54% | 2.04% | Q4 2022 | Q3 2023 | 4 |
Anchor Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Nicholas Hoffman & Company, LLC. | 4 | 4 | 0.10% | 0.25% | 0.44% | Q1 2020 | Q4 2020 | 4 |
Delta Investment Management, LLC | 4 | 4 | 0.52% | 1.92% | 4.04% | Q4 2022 | Q3 2023 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.01% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.26% | 2.01% | 2.75% | Q4 2022 | Q3 2023 | 4 |
Morton Capital Management LLC/CA | 4 | 4 | 0.12% | 1.13% | 3.43% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT CAPITAL STRATEGIES | 3 | 1 | 2.50% | 4.04% | 5.12% | Q3 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.13% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Veracity Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.07% | 0.14% | Q4 2021 | Q4 2022 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q4 2022 | 4 |
Jackson Wealth Management, LLC | 3 | 1 | 0.06% | 3.13% | 4.78% | Q1 2020 | Q3 2022 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.20% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 4 |
Triumph Capital Management | 4 | 4 | 1.01% | 2.56% | 4.65% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Executive Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q3 2019 | 4 |
First Horizon Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Windham Capital Management, LLC | 3 | 1 | 1.21% | 1.59% | 2.16% | Q1 2019 | Q3 2023 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.19% | 0.35% | 0.66% | Q4 2022 | Q3 2023 | 4 |
DOLIVER ADVISORS, LP | 4 | 4 | 0.06% | 0.33% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 4 |
BOKF, NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BKS ADVISORS, LLC | 4 | 4 | 0.18% | 0.19% | 0.19% | Q4 2017 | Q3 2018 | 4 |
Sterling Global Strategies LLC | 3 | 1 | 1.31% | 14.71% | 28.09% | Q1 2018 | Q1 2019 | 4 |
Arcus Capital Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.06% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Financial Management Professionals, Inc. | 4 | 4 | 0.01% | 1.33% | 1.78% | Q4 2022 | Q3 2023 | 4 |
RIDGECREST WEALTH PARTNERS, LLC | 4 | 4 | 0.28% | 1.42% | 2.71% | Q1 2021 | Q4 2021 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.89% | 1.02% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.03% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 1.50% | 1.79% | 2.13% | Q4 2021 | Q3 2022 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.16% | 1.67% | 2.58% | Q4 2022 | Q3 2023 | 4 |
USCA RIA LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.09% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
SILVERHAWK ASSET MANAGEMENT, LLC | 4 | 4 | 3.01% | 3.14% | 3.32% | Q3 2022 | Q2 2023 | 4 |
ORRSTOWN FINANCIAL SERVICES INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2017 | Q2 2018 | 4 |
MILLENNIUM MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Upper Left Wealth Management, LLC | 4 | 4 | 0.33% | 0.49% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Independent Advisor Alliance | 3 | 1 | 0.04% | 0.09% | 0.15% | Q1 2019 | Q1 2020 | 4 |
Dakota Wealth Management | 3 | 1 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2020 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Hefty Wealth Partners | 3 | 1 | 0.45% | 3.57% | 5.18% | Q1 2017 | Q1 2018 | 4 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.30% | 0.57% | Q3 2019 | Q1 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.05% | 0.12% | 0.30% | Q4 2022 | Q3 2023 | 4 |
SCOTIA CAPITAL INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bridgewealth Advisory Group, LLC | 3 | 3 | 3.42% | 4.43% | 4.99% | Q1 2023 | Q3 2023 | 3 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 3 |
Rock Creek Group, LP | 3 | 3 | 3.10% | 5.34% | 8.43% | Q1 2023 | Q3 2023 | 3 |
Tower Research Capital LLC (TRC) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Peak Asset Management, LLC | 3 | 3 | 0.07% | 0.10% | 0.11% | Q3 2022 | Q1 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 1.06% | 1.13% | 1.18% | Q1 2023 | Q3 2023 | 3 |
Elevated Capital Advisors, LLC | 3 | 3 | 0.30% | 0.51% | 0.65% | Q1 2023 | Q3 2023 | 3 |
MCIA Inc | 3 | 3 | 0.19% | 0.21% | 0.23% | Q1 2019 | Q3 2019 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TECTONIC ADVISORS LLC | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.35% | 0.55% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Venture Visionary Partners LLC | 3 | 3 | 0.30% | 0.32% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Accurate Wealth Management, LLC | 3 | 3 | 0.06% | 0.13% | 0.24% | Q4 2022 | Q2 2023 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Clearwater Capital Advisors, LLC | 3 | 3 | 4.44% | 4.57% | 4.74% | Q1 2023 | Q3 2023 | 3 |
Running Point Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SPINNAKER TRUST | 3 | 3 | 0.88% | 0.91% | 0.97% | Q4 2018 | Q2 2019 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Pinnacle Advisory Group, Inc. | 3 | 3 | 4.89% | 7.01% | 10.96% | Q4 2018 | Q2 2019 | 3 |
Outlook Wealth Advisors, LLC | 3 | 3 | 0.45% | 0.48% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Allred Capital Management, LLC | 3 | 3 | 0.17% | 0.20% | 0.26% | Q1 2019 | Q3 2019 | 3 |
LVZ, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Foundations Investment Advisors, LLC | 2 | 1 | 0.23% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.28% | 0.39% | 0.57% | Q1 2023 | Q3 2023 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.02% | 0.20% | 0.46% | Q4 2019 | Q3 2023 | 3 |
Astor Investment Management LLC | 3 | 3 | 4.03% | 5.06% | 5.70% | Q1 2023 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.97% | 1.53% | Q1 2023 | Q3 2023 | 3 |
Keystone Wealth Services, LLC | 3 | 3 | 0.14% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Centennial Wealth Advisory LLC | 3 | 3 | 1.97% | 2.02% | 2.06% | Q1 2023 | Q3 2023 | 3 |
Aurora Private Wealth, Inc. | 2 | 1 | 0.09% | 0.36% | 0.65% | Q1 2020 | Q4 2020 | 3 |
Treybourne Wealth Planners, Inc. | 3 | 3 | 0.40% | 1.11% | 2.29% | Q4 2020 | Q2 2021 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.44% | 1.72% | 2.63% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.04% | 0.12% | 0.28% | Q1 2022 | Q4 2022 | 3 |
CABANA LLC | 2 | 1 | 39.99% | 43.33% | 49.99% | Q4 2022 | Q3 2023 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 10.35% | 13.30% | 16.18% | Q4 2022 | Q3 2023 | 3 |
Whitcomb & Hess, Inc. | 3 | 3 | 6.62% | 6.70% | 6.82% | Q1 2023 | Q3 2023 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Leo H. Evart, Inc. | 3 | 3 | 1.65% | 1.75% | 1.84% | Q1 2023 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 1.08% | 1.64% | 2.44% | Q1 2023 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2020 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.32% | 0.77% | 1.01% | Q1 2023 | Q3 2023 | 3 |
Archvest Wealth Advisors, Inc. | 3 | 3 | 1.62% | 1.62% | 1.64% | Q1 2023 | Q3 2023 | 3 |
MILESTONE ASSET MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Joseph Group Capital Management | 3 | 3 | 0.42% | 0.43% | 0.45% | Q4 2022 | Q2 2023 | 3 |
Herold Advisors, Inc. | 3 | 3 | 0.24% | 0.42% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cairn Investment Group, Inc. | 3 | 3 | 0.73% | 0.86% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Salvus Wealth Management, LLC | 3 | 3 | 0.70% | 0.87% | 0.97% | Q1 2023 | Q3 2023 | 3 |
Intellectus Partners, LLC | 3 | 3 | 0.06% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
J.W. COLE ADVISORS, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.10% | 0.17% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Colonial River Wealth Management, LLC | 3 | 3 | 1.34% | 1.44% | 1.52% | Q1 2023 | Q3 2023 | 3 |
Values First Advisors, Inc. | 3 | 3 | 0.52% | 1.85% | 2.66% | Q1 2023 | Q3 2023 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
WIN ADVISORS, INC | 2 | 1 | 1.49% | 9.82% | 22.12% | Q4 2022 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.46% | 0.56% | 0.77% | Q4 2021 | Q2 2022 | 3 |
Inscription Capital, LLC | 3 | 3 | 0.28% | 0.32% | 0.35% | Q1 2023 | Q3 2023 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.14% | 0.39% | 0.55% | Q2 2019 | Q4 2019 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Silicon Valley Capital Partners | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.12% | 0.17% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Colonial Trust Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Sheets Smith Investment Management | 1 | 1 | 47.99% | 55.40% | 62.80% | Q2 2022 | Q4 2022 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
TCWP LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.92% | 1.46% | 2.00% | Q1 2020 | Q2 2020 | 2 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.95% | 1.10% | 1.26% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 2.06% | 2.15% | 2.25% | Q3 2018 | Q4 2018 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Matisse Capital | 2 | 2 | 0.16% | 0.23% | 0.30% | Q3 2021 | Q4 2021 | 2 |
KCS Wealth Advisory | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.76% | 0.77% | 0.78% | Q1 2023 | Q2 2023 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.89% | 0.93% | 0.96% | Q4 2022 | Q1 2023 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.89% | 0.96% | 1.03% | Q4 2022 | Q1 2023 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 2 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.25% | 0.27% | 0.29% | Q3 2020 | Q4 2020 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.08% | 0.14% | Q3 2017 | Q2 2018 | 2 |
Cerity Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q4 2021 | 2 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.71% | 0.78% | 0.86% | Q2 2022 | Q3 2022 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 2 |
PETREDIS INVESTMENT ADVISORS LLC | 2 | 2 | 1.78% | 1.83% | 1.89% | Q4 2022 | Q1 2023 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.63% | 0.92% | 1.22% | Q2 2019 | Q3 2019 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.39% | 0.44% | 0.49% | Q2 2020 | Q3 2020 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.06% | 0.59% | 1.12% | Q1 2020 | Q2 2020 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.01% | 0.16% | 0.31% | Q4 2021 | Q4 2022 | 2 |
Patriot Wealth Management, Inc. | 2 | 2 | 0.27% | 0.34% | 0.40% | Q3 2018 | Q4 2018 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.28% | 0.29% | Q1 2023 | Q3 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
BTS Asset Management, Inc. | 2 | 2 | 3.25% | 4.83% | 6.40% | Q2 2022 | Q3 2022 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Kraft, Davis & Associates, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2023 | Q3 2023 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 2 | 2 | 0.10% | 0.14% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Atlas Financial Advisors, Inc. | 2 | 2 | 0.44% | 0.45% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q4 2019 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Kelman-Lazarov, Inc. | 2 | 2 | 0.73% | 0.77% | 0.81% | Q2 2023 | Q3 2023 | 2 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 2 | 9.95% | 10.32% | 10.69% | Q4 2018 | Q1 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.25% | 0.39% | Q4 2021 | Q1 2022 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.34% | 0.44% | 0.54% | Q2 2023 | Q3 2023 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.04% | 2.74% | 5.43% | Q1 2018 | Q4 2018 | 2 |
RFG Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PFS Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 10.18% | 10.18% | 10.18% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Zhang Financial LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2020 | Q2 2020 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2019 | Q2 2019 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 4.68% | 4.68% | 4.68% | Q2 2023 | Q2 2023 | 1 |
CPR Investments Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2022 | Q2 2022 | 1 |
St. James Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
CERTUITY, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 2.11% | 2.11% | 2.11% | Q1 2022 | Q1 2022 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2022 | Q2 2022 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Watson Rebecca | 1 | 1 | 2.04% | 2.04% | 2.04% | Q4 2019 | Q4 2019 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2023 | Q4 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ENCOMPASS WEALTH ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2022 | Q3 2022 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bell Investment Advisors, Inc | 1 | 1 | 10.78% | 10.78% | 10.78% | Q3 2023 | Q3 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Imprint Wealth LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
NIXON PEABODY TRUST CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 6.13% | 6.13% | 6.13% | Q1 2021 | Q1 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Friedenthal Financial | 1 | 1 | 6.89% | 6.89% | 6.89% | Q2 2022 | Q2 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2022 | Q3 2022 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
BURNEY CO/ | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Balentine LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 5.27% | 5.27% | 5.27% | Q1 2020 | Q1 2020 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Argent Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2018 | Q1 2018 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 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.