Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Summit Asset Management, LLC | 42 | 42 | 0.96% | 3.16% | 8.19% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Courage Miller Partners, LLC | 42 | 42 | 0.73% | 1.47% | 2.54% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.10% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2023 | 39 |
Neumann Capital Management, LLC | 36 | 36 | 0.39% | 0.59% | 0.77% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.06% | 0.23% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
M Holdings Securities, Inc. | 22 | 5 | 0.15% | 0.44% | 1.15% | Q4 2013 | Q2 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 31 | 1 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 27 | 4 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 31 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 16 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2022 | 30 |
CWM, LLC | 22 | 8 | 0.03% | 0.05% | 0.09% | Q1 2016 | Q3 2023 | 30 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 28 |
KAYS FINANCIAL ADVISORY CORP /ADV | 28 | 28 | 0.12% | 3.82% | 10.37% | Q4 2013 | Q3 2020 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 27 |
IHT Wealth Management, LLC | 19 | 8 | 0.02% | 0.04% | 0.14% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 27 |
HighTower Advisors, LLC | 25 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 26 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.03% | 0.14% | Q4 2015 | Q3 2023 | 26 |
Ironwood Financial, llc | 23 | 3 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2021 | 26 |
AXA S.A. | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 26 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q2 2023 | 25 |
Private Advisor Group, LLC | 19 | 1 | 0.00% | 0.04% | 0.13% | Q3 2014 | Q3 2023 | 25 |
Moisand Fitzgerald Tamayo, LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 24 |
Bank of New York Mellon Corp | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Citadel Advisors | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 24 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.01% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 23 |
First Horizon Advisors, Inc. | 22 | 22 | 0.01% | 0.07% | 0.64% | Q2 2018 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.11% | 0.13% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.40% | 0.50% | 0.66% | Q1 2015 | Q2 2020 | 21 |
RAYMOND JAMES & ASSOCIATES | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Jacobi Capital Management LLC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2022 | 20 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 20 |
Creative Planning | 19 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.08% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 19 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 19 | 19 | 0.06% | 0.12% | 0.42% | Q1 2019 | Q3 2023 | 19 |
St. Johns Investment Management Company, LLC | 19 | 19 | 0.04% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 18 | 0.19% | 2.20% | 4.29% | Q2 2019 | Q3 2023 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q1 2023 | 18 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.03% | 0.13% | Q1 2014 | Q2 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Lenox Wealth Management, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 18 |
TAP Consulting, LLC | 17 | 1 | 0.09% | 0.54% | 1.72% | Q1 2019 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.01% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 16 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Matrix Trust Co | 18 | 18 | 2.19% | 3.45% | 5.69% | Q2 2019 | Q3 2023 | 18 |
High Falls Advisors, Inc | 8 | 1 | 0.04% | 0.07% | 0.09% | Q4 2015 | Q3 2023 | 17 |
CAPITAL WEALTH MANAGEMENT, LLC | 17 | 17 | 0.22% | 2.63% | 5.23% | Q3 2019 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.08% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Arete Wealth Advisors, LLC | 16 | 16 | 0.04% | 0.15% | 0.36% | Q3 2019 | Q2 2023 | 16 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 16 |
BlackRock Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q4 2021 | 16 |
GOLDMAN SACHS GROUP INC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
COMERICA BANK | 12 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.23% | 0.32% | 0.50% | Q1 2018 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.09% | 0.38% | Q2 2013 | Q4 2016 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.26% | 0.41% | 0.53% | Q4 2019 | Q3 2023 | 15 |
STEPHENS INC /AR/ | 15 | 15 | 0.00% | 0.15% | 0.42% | Q1 2020 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Western Wealth Management, LLC | 11 | 4 | 0.05% | 0.12% | 0.33% | Q4 2018 | Q3 2022 | 15 |
Archer Investment Corp | 9 | 6 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Cetera Advisors LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 14 |
Titus Wealth Management | 9 | 1 | 0.12% | 0.19% | 0.26% | Q1 2018 | Q2 2022 | 14 |
Kovack Advisors, Inc. | 14 | 14 | 0.04% | 0.13% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Ausdal Financial Partners, Inc. | 13 | 1 | 0.01% | 0.10% | 0.15% | Q4 2015 | Q3 2023 | 14 |
Windsor Wealth Management, Inc. | 14 | 14 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Asset Management Group, Inc. | 14 | 14 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
PINNACLE ASSOCIATES LTD | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SeaCrest Wealth Management, LLC | 6 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q2 2023 | 14 |
MAI Capital Management | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NWAM LLC | 12 | 2 | 0.01% | 0.07% | 0.19% | Q1 2020 | Q3 2023 | 14 |
FIFTH THIRD BANCORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
IFG Advisory, LLC | 12 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Portfolio Strategies, Inc. | 12 | 2 | 0.20% | 1.55% | 3.46% | Q2 2019 | Q1 2023 | 14 |
Virtu Financial LLC | 9 | 1 | 0.02% | 0.07% | 0.18% | Q3 2013 | Q4 2018 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.01% | 0.06% | 0.07% | Q2 2013 | Q3 2016 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.03% | 0.12% | 0.25% | Q4 2019 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
BARCLAYS PLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.46% | 0.76% | Q4 2017 | Q3 2023 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.03% | 0.05% | 0.08% | Q2 2014 | Q2 2017 | 13 |
Townsend & Associates, Inc | 13 | 13 | 0.79% | 1.30% | 1.73% | Q3 2019 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.06% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Aptus Capital Advisors, LLC | 8 | 5 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 13 |
PFG Advisors | 8 | 5 | 0.06% | 0.22% | 0.30% | Q1 2020 | Q3 2023 | 13 |
AE Wealth Management LLC | 10 | 1 | 0.00% | 0.05% | 0.34% | Q4 2019 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.20% | 0.60% | 1.10% | Q4 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
D.A. DAVIDSON & CO. | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2021 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.11% | 0.53% | 1.00% | Q4 2020 | Q3 2023 | 12 |
BROWN ADVISORY INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Belpointe Asset Management LLC | 12 | 12 | 0.01% | 0.02% | 0.09% | Q2 2020 | Q1 2023 | 12 |
Provident Wealth Management, LLC | 7 | 5 | 0.00% | 1.40% | 4.40% | Q4 2019 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.10% | 0.17% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.58% | 1.25% | 2.05% | Q4 2020 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.28% | 0.88% | 1.78% | Q4 2020 | Q3 2023 | 12 |
BALLAST ADVISORS LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Mattern Wealth Management LLC | 11 | 11 | 0.08% | 0.47% | 1.90% | Q3 2020 | Q1 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
ACG Wealth | 11 | 11 | 0.09% | 0.63% | 0.85% | Q1 2020 | Q3 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q2 2020 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Family Legacy, Inc. | 11 | 11 | 0.26% | 0.76% | 1.14% | Q1 2021 | Q3 2023 | 11 |
Outlook Wealth Advisors, LLC | 11 | 11 | 0.09% | 0.53% | 1.07% | Q3 2019 | Q1 2022 | 11 |
Integrated Investment Consultants, LLC | 10 | 1 | 0.02% | 1.11% | 2.43% | Q1 2018 | Q3 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
IEQ CAPITAL, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Atria Investments, Inc | 9 | 1 | 0.01% | 0.04% | 0.13% | Q4 2019 | Q2 2022 | 10 |
Allegheny Financial Group LTD | 10 | 10 | 0.10% | 0.19% | 0.29% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 10 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 9 | 1 | 0.00% | 0.10% | 0.14% | Q3 2019 | Q2 2022 | 10 |
FIFTH THIRD SECURITIES, INC. | 6 | 2 | 0.06% | 0.29% | 1.21% | Q1 2017 | Q3 2023 | 10 |
BEAM WEALTH ADVISORS, INC. | 10 | 10 | 0.24% | 0.61% | 0.81% | Q2 2020 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Running Point Capital Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 10 | 10 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q4 2022 | 10 |
AdvisorNet Financial, Inc | 9 | 9 | 0.01% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
American Money Management, LLC | 9 | 9 | 0.10% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.06% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.23% | 1.81% | 3.87% | Q3 2020 | Q2 2023 | 9 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.01% | 0.06% | 0.28% | Q2 2013 | Q4 2016 | 9 |
First Command Bank | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
ROVIN CAPITAL /UT/ /ADV | 9 | 9 | 0.73% | 0.82% | 1.02% | Q3 2021 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2022 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 9 | 9 | 0.03% | 0.11% | 0.16% | Q1 2021 | Q1 2023 | 9 |
Sowell Financial Services LLC | 9 | 9 | 0.00% | 0.04% | 0.15% | Q4 2019 | Q4 2021 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.18% | 0.29% | 0.41% | Q3 2021 | Q3 2023 | 9 |
Voya Financial Advisors, Inc. | 4 | 1 | 0.01% | 0.09% | 0.36% | Q2 2015 | Q1 2021 | 9 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2017 | 9 |
Horan Securities, Inc. | 7 | 2 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 9 |
TD Capital Management LLC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
First Command Financial Services, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
SRS Capital Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 9 |
Stewardship Advisors, LLC | 9 | 9 | 0.53% | 1.38% | 2.99% | Q4 2020 | Q4 2022 | 9 |
StoneX Group Inc. | 9 | 9 | 0.06% | 0.12% | 0.20% | Q4 2019 | Q4 2021 | 9 |
Fermata Advisors, LLC | 7 | 1 | 0.28% | 0.95% | 1.59% | Q3 2021 | Q3 2023 | 8 |
Verde Capital Management | 8 | 8 | 0.39% | 0.62% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.16% | 0.23% | 0.33% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.14% | 0.18% | 0.28% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 3.00% | 3.27% | 3.73% | Q4 2021 | Q3 2023 | 8 |
LINCOLN NATIONAL CORP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 0.30% | 0.33% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 5 | 1 | 0.02% | 0.15% | 0.39% | Q4 2018 | Q3 2023 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 1.40% | 1.93% | Q4 2021 | Q3 2023 | 8 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.24% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Oakworth Capital, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.07% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Scott Capital Advisors, LLC | 8 | 8 | 0.15% | 1.51% | 3.35% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.02% | 0.09% | 0.32% | Q1 2014 | Q3 2019 | 8 |
Meristem Family Wealth, LLC | 7 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q4 2021 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 1.33% | 1.69% | 2.20% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ASSETMARK, INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.11% | 0.18% | Q2 2020 | Q1 2022 | 8 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 8 |
PRUDENTIAL FINANCIAL INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
EPG Wealth Management LLC | 5 | 2 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Horizon Investment Services, LLC | 7 | 7 | 0.46% | 0.61% | 0.69% | Q1 2022 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 4 | 3 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Burt Wealth Advisors | 4 | 3 | 0.03% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 7 |
Financial Advocates Investment Management | 3 | 1 | 0.01% | 0.29% | 0.36% | Q4 2017 | Q1 2021 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Merriman Wealth Management, LLC | 7 | 7 | 0.15% | 0.20% | 0.25% | Q3 2019 | Q1 2021 | 7 |
Black Diamond Financial, LLC | 7 | 7 | 0.29% | 0.43% | 0.49% | Q1 2022 | Q3 2023 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 7 | 7 | 0.17% | 0.29% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Investors Capital Advisory Services | 7 | 7 | 0.05% | 0.09% | 0.11% | Q4 2014 | Q2 2016 | 7 |
Mutual Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Aspire Wealth Management Corp | 7 | 7 | 0.01% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2014 | Q4 2015 | 7 |
High Net Worth Advisory Group LLC | 5 | 2 | 0.00% | 0.07% | 0.11% | Q4 2021 | Q4 2023 | 7 |
Regal Investment Advisors LLC | 5 | 2 | 0.02% | 0.04% | 0.14% | Q4 2021 | Q3 2023 | 7 |
WFG Advisors, LP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Brookstone Capital Management | 7 | 7 | 0.01% | 0.05% | 0.16% | Q2 2020 | Q4 2021 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.05% | 0.06% | 0.06% | Q3 2017 | Q1 2019 | 7 |
Lloyd Advisory Services, LLC. | 4 | 1 | 0.00% | 0.28% | 1.34% | Q4 2019 | Q1 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
RiverFront Investment Group, LLC | 6 | 6 | 0.25% | 0.70% | 2.26% | Q4 2008 | Q1 2010 | 6 |
Insight Advisors, LLC/ PA | 6 | 6 | 0.06% | 0.19% | 0.32% | Q4 2020 | Q1 2022 | 6 |
CREDIT SUISSE AG/ | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2014 | 6 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 3 | 1 | 0.06% | 0.08% | 0.10% | Q3 2016 | Q2 2019 | 6 |
Journey Advisory Group, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Sequoia Financial Advisors, LLC | 6 | 6 | 0.03% | 0.07% | 0.18% | Q2 2016 | Q3 2017 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Orgel Wealth Management, LLC | 6 | 6 | 0.62% | 0.79% | 0.95% | Q2 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Eagle Strategies LLC | 6 | 6 | 0.65% | 0.99% | 1.27% | Q2 2022 | Q3 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Visionary Wealth Advisors | 6 | 6 | 0.10% | 0.12% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.00% | 0.67% | 1.02% | Q1 2022 | Q2 2023 | 6 |
Valmark Advisers, Inc. | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Lehman & Derafelo Financial Resources LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Atria Wealth Solutions, Inc. | 4 | 2 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 6 |
TSFG, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
G&S Capital LLC | 3 | 3 | 0.01% | 0.26% | 0.57% | Q1 2019 | Q1 2021 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 1.08% | 1.69% | 2.22% | Q2 2022 | Q3 2023 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2021 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.03% | 1.11% | 1.96% | Q4 2014 | Q1 2016 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 2 | 0.00% | 0.06% | 0.14% | Q4 2019 | Q3 2021 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 2.08% | 2.19% | 2.37% | Q1 2022 | Q1 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.03% | 0.07% | 0.16% | Q2 2022 | Q2 2023 | 5 |
Concord Wealth Partners | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Stonebridge Financial Planning Group, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Northern Capital Management, Inc. | 5 | 5 | 0.44% | 2.49% | 3.25% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q4 2022 | 5 |
LexAurum Advisors, LLC | 5 | 5 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q3 2023 | 5 |
SMI Advisory Services, LLC | 4 | 1 | 0.11% | 0.18% | 0.32% | Q2 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
McAdam, LLC | 3 | 2 | 0.03% | 0.07% | 0.15% | Q2 2022 | Q3 2023 | 5 |
Interchange Capital Partners, LLC | 2 | 1 | 0.13% | 0.19% | 0.28% | Q4 2020 | Q2 2023 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q2 2022 | 5 |
AIRE ADVISORS, LLC | 5 | 5 | 0.24% | 0.42% | 0.49% | Q3 2022 | Q3 2023 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.06% | 0.34% | 0.51% | Q3 2022 | Q3 2023 | 5 |
MCF Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q2 2023 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Simplicity Solutions, LLC | 5 | 5 | 0.02% | 0.13% | 0.44% | Q4 2019 | Q4 2020 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.29% | 0.66% | 0.96% | Q3 2022 | Q3 2023 | 5 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.13% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Carnegie Capital Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.60% | 0.62% | 0.64% | Q4 2021 | Q4 2022 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.28% | 0.59% | 1.49% | Q3 2022 | Q3 2023 | 5 |
Ridgewood Investments LLC | 5 | 5 | 0.21% | 0.24% | 0.29% | Q3 2022 | Q3 2023 | 5 |
McKinley Carter Wealth Services, Inc. | 5 | 5 | 0.06% | 0.46% | 0.74% | Q3 2022 | Q3 2023 | 5 |
Systelligence, LLC | 5 | 5 | 0.51% | 2.02% | 2.98% | Q4 2019 | Q4 2020 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Resource Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2021 | 5 |
Hilltop Holdings Inc. | 5 | 5 | 0.07% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 5 |
MV CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
HF Advisory Group, LLC | 4 | 4 | 0.34% | 0.38% | 0.43% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.34% | 0.38% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Madison Wealth Partners, Inc | 4 | 4 | 0.19% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.08% | 0.24% | 0.41% | Q3 2019 | Q1 2021 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.65% | 0.69% | 0.74% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.02% | 0.16% | 0.53% | Q1 2021 | Q2 2022 | 4 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Connecticut Wealth Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.02% | 0.60% | 0.84% | Q3 2020 | Q1 2022 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Csenge Advisory Group | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
PSI Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.04% | 0.11% | 0.19% | Q4 2022 | Q3 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q1 2021 | 4 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q1 2021 | Q2 2022 | 4 |
ProVise Management Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Wolf Group Capital Advisors | 4 | 4 | 1.87% | 2.00% | 2.08% | Q4 2022 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 1.00% | 1.63% | 1.96% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.03% | 0.51% | 0.69% | Q4 2021 | Q3 2022 | 4 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 4 | 0.17% | 0.34% | 0.58% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OPPENHEIMER & CO INC | 3 | 1 | 0.02% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 4 |
FORTE CAPITAL LLC /ADV | 4 | 4 | 1.84% | 2.25% | 2.42% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 0.68% | 0.77% | 1.05% | Q4 2022 | Q3 2023 | 4 |
CALIBER WEALTH MANAGEMENT, LLC | 4 | 4 | 1.42% | 1.87% | 2.60% | Q4 2020 | Q3 2021 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.32% | 2.33% | 3.34% | Q3 2021 | Q1 2022 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.09% | 0.13% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
RiverTree Advisors, LLC | 3 | 3 | 0.22% | 2.37% | 4.12% | Q4 2020 | Q2 2021 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 1 | 0.03% | 0.38% | 1.08% | Q1 2022 | Q3 2023 | 3 |
AdvisorShares Investments LLC | 3 | 3 | 2.28% | 9.23% | 15.29% | Q3 2020 | Q1 2021 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.12% | 0.27% | 0.36% | Q4 2018 | Q2 2019 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 3.75% | 4.49% | 5.05% | Q4 2022 | Q3 2023 | 3 |
GeoWealth Management, LLC | 2 | 1 | 0.03% | 0.10% | 0.24% | Q1 2022 | Q4 2022 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.62% | 1.45% | 3.01% | Q4 2019 | Q4 2021 | 3 |
PATRON PARTNERS, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Granite Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
DAGCO, INC. | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Rehmann Capital Advisory Group | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 3 |
Element Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Parkside Investments, LLC | 3 | 3 | 0.07% | 0.10% | 0.11% | Q3 2019 | Q1 2020 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2016 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 1.21% | 1.27% | 1.36% | Q1 2023 | Q3 2023 | 3 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.40% | 0.43% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.08% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
National Wealth Management Group, LLC | 3 | 3 | 0.29% | 0.74% | 0.98% | Q4 2021 | Q2 2022 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Marmo Financial Group, LLC | 3 | 3 | 10.68% | 11.03% | 11.32% | Q1 2023 | Q3 2023 | 3 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Triumph Capital Management | 2 | 2 | 0.51% | 0.57% | 0.63% | Q2 2021 | Q3 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 1.46% | 2.35% | 3.25% | Q2 2020 | Q3 2020 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 2 |
Swaine & Leidel Wealth Services, LLC | 1 | 1 | 1.70% | 1.86% | 2.03% | Q1 2021 | Q1 2022 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Aveo Capital Partners, LLC | 1 | 1 | 0.22% | 0.43% | 0.64% | Q4 2019 | Q3 2020 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Dorsey Wright & Associates | 2 | 2 | 8.50% | 9.10% | 9.70% | Q3 2020 | Q4 2020 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2019 | Q4 2019 | 2 |
Owen LaRue, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q1 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q4 2021 | Q1 2022 | 2 |
Kaizen Financial Strategies | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q1 2021 | 2 |
MID CONTINENT CAPITAL LLC/IL | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2015 | 2 |
FC Advisory LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q4 2023 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cooper Financial Group | 2 | 2 | 0.23% | 0.26% | 0.29% | Q1 2021 | Q2 2021 | 2 |
Pacific Wealth Management | 2 | 2 | 0.58% | 0.61% | 0.64% | Q4 2020 | Q1 2021 | 2 |
Cornerstone Financial Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2017 | Q2 2017 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.01% | 0.06% | 0.11% | Q1 2021 | Q2 2021 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
MTM Investment Management, LLC | 2 | 2 | 0.33% | 0.43% | 0.52% | Q4 2020 | Q1 2021 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2022 | Q2 2023 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
WATERSHED PRIVATE WEALTH LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2021 | 2 |
Second Half Financial Partners, LLC | 2 | 2 | 2.03% | 2.03% | 2.03% | Q1 2022 | Q2 2022 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 6.10% | 6.75% | 7.40% | Q2 2023 | Q3 2023 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.17% | 0.35% | Q2 2013 | Q3 2013 | 2 |
Colonial River Wealth Management, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2021 | Q3 2021 | 1 |
LFS ASSET MANAGEMENT | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2020 | Q3 2020 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 4.00% | 4.00% | 4.00% | Q4 2022 | Q4 2022 | 1 |
Mayfair Advisory Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
Dentgroup LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2019 | Q4 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2020 | Q2 2020 | 1 |
Echo45 Advisors LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2022 | Q4 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2016 | Q4 2016 | 1 |
Signify Wealth | 1 | 1 | 4.59% | 4.59% | 4.59% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Trinity Wealth Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2021 | Q1 2021 | 1 |
LifePro Asset Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Employees' Retirement Fund of the City of Fort Worth | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2023 | Q3 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
American Trust | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Noven Financial Group, Inc. | 1 | 1 | 2.68% | 2.68% | 2.68% | Q1 2014 | Q1 2014 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2010 | Q4 2010 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Arden Trust Co | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2023 | Q4 2023 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
TFG Advisers LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Horizon Family Wealth, Inc. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CMC Financial Group | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2021 | Q4 2021 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2020 | Q2 2020 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jackson Square Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2022 | Q2 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Brightworth | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.