Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BURKE & HERBERT BANK & TRUST CO | 42 | 42 | 0.24% | 0.28% | 0.32% | Q2 2013 | Q3 2023 | 42 |
CORTLAND ASSOCIATES INC/MO | 42 | 42 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.25% | 3.20% | 7.53% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Edge Wealth Management LLC | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Thomasville National Bank | 27 | 14 | 0.14% | 0.37% | 1.00% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO OF NEVADA INC | 28 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
DUNCKER STREETT & CO INC | 23 | 16 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
Evanson Asset Management, LLC | 20 | 19 | 0.03% | 0.16% | 0.40% | Q4 2013 | Q3 2023 | 39 |
Cetera Advisors LLC | 39 | 39 | 0.05% | 0.15% | 0.25% | Q1 2014 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 39 |
Mathes Company, Inc. | 37 | 2 | 0.44% | 0.72% | 0.83% | Q4 2013 | Q3 2023 | 39 |
ROCKY MOUNTAIN ADVISERS, LLC | 20 | 19 | 0.07% | 0.45% | 0.99% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Capital Investment Advisors, LLC | 37 | 37 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 1.96% | 3.52% | 6.63% | Q4 2014 | Q4 2023 | 37 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.32% | 0.46% | 0.54% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.04% | 0.07% | 0.11% | Q4 2014 | Q3 2023 | 36 |
Transamerica Financial Advisors, Inc. | 36 | 36 | 0.00% | 0.03% | 0.14% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
FMR LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
NOTTINGHAM ADVISORS, INC. | 16 | 3 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 34 |
Private Advisor Group, LLC | 22 | 1 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q3 2023 | 34 |
First Heartland Consultants, Inc. | 32 | 32 | 0.10% | 0.53% | 1.22% | Q4 2015 | Q3 2023 | 32 |
Kistler-Tiffany Companies, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
Bank of New York Mellon Corp | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Cetera Advisor Networks LLC | 10 | 3 | 0.01% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 31 |
Kelman-Lazarov, Inc. | 31 | 31 | 0.22% | 0.33% | 0.45% | Q1 2016 | Q3 2023 | 31 |
NewSquare Capital LLC | 16 | 15 | 0.00% | 0.26% | 0.58% | Q4 2013 | Q2 2022 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 30 |
BOKF, NA | 25 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2021 | 29 |
B. Riley Wealth Advisors, Inc. | 26 | 3 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 29 |
Destination Wealth Management | 26 | 3 | 0.01% | 0.03% | 0.11% | Q1 2013 | Q4 2021 | 29 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.09% | 0.26% | Q4 2016 | Q3 2023 | 28 |
COMERICA BANK | 26 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Evensky & Katz LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 22 | 2 | 0.01% | 0.05% | 0.14% | Q3 2015 | Q3 2023 | 27 |
Eidelman Virant Capital | 13 | 6 | 0.14% | 0.20% | 0.34% | Q2 2013 | Q4 2021 | 27 |
WESPAC Advisors, LLC | 27 | 27 | 0.19% | 0.63% | 1.83% | Q2 2013 | Q4 2019 | 27 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
PINNACLE FINANCIAL PARTNERS INC | 24 | 2 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 26 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2019 | 26 |
GenWealth Group, Inc. | 26 | 26 | 0.26% | 0.51% | 0.90% | Q2 2017 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q4 2021 | 26 |
BlackRock Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 26 |
Wealthcare Advisory Partners LLC | 25 | 1 | 0.00% | 0.09% | 0.28% | Q2 2016 | Q3 2023 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.53% | 0.66% | 0.79% | Q4 2017 | Q3 2023 | 24 |
Sunbelt Securities, Inc. | 19 | 5 | 0.01% | 0.14% | 0.25% | Q3 2017 | Q3 2023 | 24 |
COOPER/HAIMS ADVISORS, LLC | 24 | 24 | 0.18% | 0.23% | 0.27% | Q4 2017 | Q3 2023 | 24 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
ASPIRIANT, LLC | 23 | 23 | 0.13% | 0.20% | 0.28% | Q1 2018 | Q3 2023 | 23 |
RAYMOND JAMES TRUST N.A. | 19 | 4 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 23 |
Koshinski Asset Management, Inc. | 20 | 3 | 0.02% | 0.19% | 0.60% | Q2 2016 | Q1 2022 | 23 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.11% | 0.72% | 2.60% | Q4 2016 | Q2 2022 | 23 |
Tower Research Capital LLC (TRC) | 19 | 1 | 0.00% | 0.02% | 0.09% | Q1 2016 | Q3 2023 | 22 |
Murphy, Middleton, Hinkle & Parker, Inc. | 22 | 22 | 0.18% | 0.20% | 0.25% | Q2 2018 | Q3 2023 | 22 |
CREDIT SUISSE AG/ | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q1 2020 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
IBEX WEALTH ADVISORS | 11 | 1 | 0.06% | 0.60% | 0.79% | Q4 2016 | Q4 2022 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 0.98% | 1.07% | 1.24% | Q2 2013 | Q2 2018 | 21 |
Steward Partners Investment Advisory, LLC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
CIBC Private Wealth Group, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q3 2023 | 21 |
Asset Advisors Investment Management, LLC | 21 | 21 | 0.30% | 0.45% | 1.06% | Q3 2018 | Q3 2023 | 21 |
Mutual Advisors, LLC | 21 | 21 | 0.04% | 0.18% | 1.62% | Q3 2018 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 21 | 21 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q4 2019 | 21 |
CAPTRUST FINANCIAL ADVISORS | 19 | 1 | 0.00% | 0.06% | 0.16% | Q2 2014 | Q3 2023 | 20 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.16% | 0.30% | 0.48% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.06% | 0.14% | Q4 2017 | Q3 2022 | 20 |
Centric Wealth Management | 20 | 20 | 0.21% | 0.31% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Ironwood Financial, llc | 16 | 4 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q4 2019 | 20 |
Glassman Wealth Services | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
AllSquare Wealth Management LLC | 10 | 10 | 0.06% | 0.08% | 0.15% | Q4 2014 | Q4 2019 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.09% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
CCG WEALTH MANAGEMENT, LLC | 20 | 20 | 0.17% | 0.23% | 0.33% | Q4 2018 | Q3 2023 | 20 |
Baldwin Investment Management, LLC | 7 | 1 | 0.03% | 0.06% | 0.09% | Q4 2013 | Q1 2022 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q4 2017 | 19 |
Portfolio Solutions, LLC | 19 | 19 | 0.04% | 0.11% | 0.15% | Q1 2018 | Q3 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
AdvisorNet Financial, Inc | 10 | 9 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.17% | 0.48% | 1.77% | Q4 2018 | Q2 2023 | 19 |
North Star Investment Management Corp. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2018 | 18 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 14 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 18 |
Biondo Investment Advisors, LLC | 18 | 18 | 0.31% | 0.68% | 0.89% | Q2 2013 | Q3 2017 | 18 |
CULLEN/FROST BANKERS, INC. | 10 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
NorthRock Partners, LLC | 17 | 17 | 0.10% | 0.14% | 0.17% | Q3 2019 | Q3 2023 | 17 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2022 | 17 |
NORRIS PERNE & FRENCH LLP/MI | 17 | 17 | 0.05% | 0.05% | 0.07% | Q1 2014 | Q1 2018 | 17 |
TrinityPoint Wealth, LLC | 17 | 17 | 0.44% | 0.57% | 0.86% | Q3 2019 | Q3 2023 | 17 |
Carroll Financial Associates, Inc. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2021 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
SPC Financial, Inc. | 16 | 16 | 0.10% | 0.15% | 0.21% | Q2 2013 | Q1 2017 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.69% | 0.73% | 0.78% | Q4 2019 | Q3 2023 | 16 |
GenTrust, LLC | 13 | 3 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 16 |
EP Wealth Advisors, LLC | 16 | 16 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
LexAurum Advisors, LLC | 16 | 16 | 0.11% | 0.20% | 0.25% | Q4 2018 | Q3 2022 | 16 |
Kalos Management, Inc. | 15 | 1 | 0.17% | 0.61% | 1.34% | Q4 2017 | Q2 2023 | 16 |
IFC Holdings Incorporated/FL | 16 | 16 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2017 | 16 |
NORTHERN TRUST CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 16 |
Claraphi Advisory Network, LLC | 15 | 15 | 0.15% | 0.23% | 0.42% | Q2 2019 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
TIAA, FSB | 11 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 15 |
Sandy Spring Bank | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Prospera Financial Services Inc | 13 | 1 | 0.00% | 0.16% | 0.27% | Q4 2013 | Q1 2022 | 15 |
Garner Asset Management Corp | 15 | 15 | 0.17% | 0.20% | 0.24% | Q1 2020 | Q3 2023 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 15 |
Johnson Financial Group, Inc. | 8 | 6 | 0.06% | 0.09% | 0.14% | Q4 2013 | Q3 2019 | 14 |
Tortoise Investment Management, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q4 2012 | Q1 2016 | 14 |
COUNTRY TRUST BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2017 | Q3 2020 | 14 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 14 |
Sargent Bickham Lagudis LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
DAVENPORT & Co LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2021 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.05% | 0.13% | Q1 2018 | Q1 2022 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
WASHBURN CAPITAL MANAGEMENT, INC. | 14 | 14 | 0.54% | 0.70% | 1.37% | Q2 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.02% | 0.03% | 0.07% | Q1 2020 | Q2 2023 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.04% | 0.05% | 0.09% | Q1 2016 | Q2 2019 | 14 |
BROWN ADVISORY INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Clarity Wealth Advisors, LLC | 7 | 1 | 0.11% | 0.13% | 0.19% | Q4 2019 | Q3 2023 | 13 |
LAKE STREET PRIVATE WEALTH, LLC | 11 | 2 | 0.04% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
First Citizens Financial Corp | 13 | 13 | 0.23% | 0.28% | 0.33% | Q4 2019 | Q4 2022 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NORTH STAR ASSET MANAGEMENT INC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q4 2021 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 12 |
Weaver Consulting Group | 7 | 5 | 0.00% | 0.08% | 0.18% | Q1 2019 | Q3 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Cresset Asset Management, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q2 2022 | 12 |
Kingsview Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q1 2023 | 12 |
Geneva Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
Private Capital Group, LLC | 8 | 3 | 0.03% | 0.20% | 0.32% | Q4 2017 | Q1 2022 | 11 |
FRANKLIN RESOURCES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.17% | 1.37% | Q2 2014 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.11% | 0.25% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.18% | 0.20% | 0.22% | Q4 2020 | Q2 2023 | 11 |
Janney Montgomery Scott LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 11 |
AlphaMark Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 11 |
Townsend & Associates, Inc | 10 | 10 | 1.15% | 5.25% | 16.18% | Q2 2020 | Q3 2022 | 10 |
Intersect Capital LLC | 10 | 10 | 0.17% | 0.20% | 0.27% | Q4 2014 | Q1 2017 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
REGIONS FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Merit Financial Group, LLC | 10 | 10 | 0.08% | 0.17% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Core Wealth Advisors, Inc. | 10 | 10 | 0.00% | 0.09% | 0.51% | Q4 2020 | Q1 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.02% | 0.09% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Cutler Group LLC / CA | 5 | 5 | 0.00% | 0.01% | 0.05% | Q3 2022 | Q3 2023 | 10 |
Avondale Wealth Management | 10 | 10 | 0.07% | 0.58% | 1.59% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 1 | 0.01% | 0.08% | 0.34% | Q2 2017 | Q3 2023 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 0.18% | 0.21% | 0.24% | Q2 2021 | Q3 2023 | 10 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
CIBC WORLD MARKET INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.08% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Edmonds Duncan Registered Investment Advisors, LLC | 9 | 9 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2020 | 9 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 1 | 0.07% | 0.13% | 0.23% | Q4 2013 | Q3 2023 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Almanack Investment Partners, LLC. | 9 | 9 | 0.02% | 0.03% | 0.08% | Q3 2020 | Q3 2022 | 9 |
Lineweaver Wealth Advisors, LLC | 9 | 9 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q1 2023 | 9 |
INVESTMENT CENTERS OF AMERICA INC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2015 | Q3 2017 | 9 |
Essex LLC | 9 | 9 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q1 2018 | 9 |
MISSION WEALTH MANAGEMENT, LP | 8 | 1 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q3 2017 | 9 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Private Advisory Group LLC | 8 | 8 | 0.12% | 0.26% | 0.48% | Q3 2018 | Q2 2020 | 8 |
Qube Research & Technologies Ltd | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q1 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.12% | 0.20% | 0.38% | Q4 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Guidant Wealth Advisors | 4 | 4 | 1.14% | 1.67% | 2.67% | Q3 2016 | Q3 2019 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 1.54% | 1.62% | 1.76% | Q1 2017 | Q4 2018 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.19% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Carnegie Capital Asset Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Personal Capital Advisors Corp | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.02% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FAYEZ SAROFIM & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 8 | 8 | 0.08% | 0.12% | 0.15% | Q4 2016 | Q3 2018 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.35% | 0.42% | 0.48% | Q4 2021 | Q3 2023 | 8 |
EPG Wealth Management LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
WADE G W & INC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
First City Capital Management, Inc. | 5 | 3 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q1 2016 | 8 |
Sage Investment Advisers LLC | 8 | 8 | 1.59% | 1.76% | 2.16% | Q4 2021 | Q3 2023 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.33% | 0.50% | 0.73% | Q2 2013 | Q1 2015 | 8 |
SCOTIA CAPITAL INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Beaumont Financial Partners, LLC | 4 | 1 | 0.09% | 0.84% | 1.71% | Q2 2013 | Q4 2016 | 8 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2022 | 7 |
Fortitude Advisory Group L.L.C. | 4 | 3 | 0.13% | 0.21% | 0.35% | Q4 2021 | Q3 2023 | 7 |
Boulegeris Investments, Inc. | 7 | 7 | 0.14% | 0.18% | 0.22% | Q3 2014 | Q1 2016 | 7 |
Jaffetilchin Investment Partners, LLC | 4 | 3 | 0.07% | 0.08% | 0.10% | Q4 2013 | Q3 2015 | 7 |
Investors Financial Group, LLC | 6 | 1 | 0.17% | 0.19% | 0.20% | Q4 2019 | Q3 2021 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.28% | 0.29% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Powell Investment Advisors, LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 7 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Peachtree Investment Advisors, Inc. | 7 | 7 | 0.61% | 0.66% | 0.76% | Q4 2013 | Q2 2015 | 7 |
Allegis Investment Advisors, LLC | 7 | 7 | 0.17% | 0.36% | 0.61% | Q2 2016 | Q4 2017 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Efficient Market Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
VSR Financial Services, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
AMARILLO NATIONAL BANK | 5 | 1 | 0.06% | 0.07% | 0.10% | Q3 2018 | Q3 2021 | 6 |
Gray Wealth Management Inc. | 5 | 1 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q2 2023 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.02% | 0.07% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
MCF Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 6 |
Benchmark Capital Advisors | 2 | 1 | 0.14% | 0.19% | 0.36% | Q2 2013 | Q3 2018 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 6 |
Foresight Wealth Management, LLC | 5 | 1 | 0.10% | 0.29% | 0.48% | Q4 2018 | Q2 2020 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
MUFG Americas Holdings Corp | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Hubbell Strickland Wealth Management, LLC | 6 | 6 | 0.13% | 0.14% | 0.17% | Q2 2022 | Q3 2023 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Vahanian & Associates Financial Planning Inc. | 5 | 5 | 1.16% | 1.27% | 1.44% | Q3 2022 | Q3 2023 | 5 |
Slow Capital, Inc. | 5 | 5 | 0.17% | 0.19% | 0.20% | Q1 2019 | Q1 2020 | 5 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.00% | 0.09% | 0.15% | Q4 2017 | Q1 2022 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 0.38% | 0.49% | 0.78% | Q3 2018 | Q3 2019 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Cambridge Advisors Inc. | 5 | 5 | 0.18% | 0.18% | 0.19% | Q4 2014 | Q4 2015 | 5 |
OXFORD FINANCIAL GROUP, LTD. LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.04% | 0.20% | 0.25% | Q4 2015 | Q1 2020 | 5 |
SG Americas Securities, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q3 2017 | 5 |
Horizon Investments, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q2 2015 | 5 |
Placemark Investments, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 5 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2019 | 5 |
NVWM, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Tradewinds Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Mayflower Financial Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q1 2023 | 5 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 4 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 4 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Private Wealth Partners, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 4 |
Pinnacle Summer Investments, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 4 |
NATIONAL PLANNING CORP | 2 | 2 | 0.02% | 0.04% | 0.10% | Q3 2014 | Q1 2017 | 4 |
Global Trust Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
TCI Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.36% | 0.54% | 0.69% | Q4 2014 | Q3 2015 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.05% | 0.16% | 0.29% | Q3 2021 | Q2 2022 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 4 |
BALASA DINVERNO & FOLTZ LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 4 |
First Personal Financial Services | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
First National Bank of South Miami | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Bangor Savings Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Argentus Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.23% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Financial Partners Group, Inc | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.50% | 0.62% | 0.79% | Q4 2021 | Q2 2022 | 3 |
Garde Capital, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
Cassaday & Co Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 3 |
COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.18% | 0.19% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Capital Directions Investment Advisors, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2022 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 3 |
Csenge Advisory Group | 2 | 1 | 0.11% | 0.33% | 0.44% | Q1 2021 | Q4 2021 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
LEGACY FINANCIAL GROUP, INC. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2018 | Q3 2018 | 3 |
Madden Advisory Services, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 2 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Aureus Asset Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q4 2016 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 2 |
Wealthstar Advisors, LLC | 1 | 1 | 0.08% | 0.86% | 1.65% | Q2 2022 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Arbor Wealth Management, LLC | 2 | 2 | 0.04% | 0.15% | 0.26% | Q4 2018 | Q1 2019 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q4 2020 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.13% | 0.17% | 0.21% | Q1 2020 | Q2 2020 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q2 2017 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q2 2020 | Q4 2020 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 2 |
Winchester Group Inc. | 2 | 2 | 0.28% | 0.30% | 0.31% | Q2 2013 | Q3 2013 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2020 | Q2 2020 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.01% | 0.07% | 0.13% | Q4 2018 | Q1 2019 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2022 | 2 |
Upper Left Wealth Management, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 1.02% | 1.10% | 1.18% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Members Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Retirement Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Torch Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.24% | 0.27% | 0.29% | Q2 2014 | Q3 2014 | 2 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2018 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.04% | 0.11% | 0.18% | Q1 2017 | Q4 2019 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q4 2019 | 2 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.78% | 0.80% | 0.82% | Q3 2016 | Q4 2016 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
ARKANSAS FINANCIAL GROUP, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q3 2023 | 2 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
FutureAdvisor, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
Claro Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
FolioMetrix LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q4 2014 | Q4 2014 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q4 2018 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bluesphere Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Wedmont Private Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Strid Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2014 | Q4 2014 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FINANCIAL CONSULATE, INC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2022 | Q4 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Balentine LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2020 | Q1 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.