Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 23 | 16 | 0.06% | 0.65% | 1.26% | Q2 2013 | Q3 2023 | 39 |
1834 INVESTMENT ADVISORS CO | 38 | 38 | 0.10% | 0.16% | 0.22% | Q2 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 35 |
US BANCORP \DE\ | 19 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 6 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 33 |
PNC FINANCIAL SERVICES GROUP, INC. | 24 | 8 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 32 |
CITIGROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.22% | Q4 2015 | Q3 2023 | 31 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 20 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 26 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 27 | 2 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 29 |
D.A. DAVIDSON & CO. | 24 | 5 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 29 |
AlphaMark Advisors, LLC | 28 | 28 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q1 2020 | 28 |
Horan Securities, Inc. | 18 | 1 | 0.00% | 2.22% | 9.27% | Q3 2016 | Q3 2023 | 27 |
HighTower Advisors, LLC | 26 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 27 |
Cetera Advisor Networks LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Lowe Wealth Advisors, LLC | 26 | 26 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2023 | 26 |
CHOREO, LLC | 24 | 24 | 0.09% | 1.38% | 2.10% | Q4 2017 | Q3 2023 | 24 |
Peterson Wealth Advisors, LLC | 24 | 24 | 0.25% | 2.72% | 4.81% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.07% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Advisory Services Network, LLC | 13 | 11 | 0.00% | 0.03% | 0.12% | Q3 2017 | Q3 2023 | 24 |
Charles Schwab Investment Advisory, Inc. | 24 | 24 | 0.00% | 0.18% | 0.46% | Q4 2017 | Q3 2023 | 24 |
Creative Planning | 19 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 24 |
SigFig Wealth Management, LLC | 23 | 23 | 0.07% | 0.24% | 0.96% | Q1 2018 | Q3 2023 | 23 |
FIDUCIENT ADVISORS LLC | 23 | 23 | 1.49% | 11.82% | 20.94% | Q1 2018 | Q3 2023 | 23 |
Raymond James Financial Services Advisors, Inc. | 23 | 23 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Pure Financial Advisors, LLC | 22 | 1 | 0.35% | 2.10% | 25.16% | Q1 2018 | Q4 2023 | 23 |
Moisand Fitzgerald Tamayo, LLC | 23 | 23 | 1.03% | 1.51% | 1.83% | Q1 2018 | Q3 2023 | 23 |
RITHOLTZ WEALTH MANAGEMENT | 23 | 23 | 0.02% | 0.12% | 1.00% | Q1 2018 | Q3 2023 | 23 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 23 |
Freedom Investment Management, Inc. | 23 | 23 | 0.19% | 0.33% | 0.54% | Q1 2018 | Q3 2023 | 23 |
Regal Investment Advisors LLC | 22 | 1 | 0.04% | 0.15% | 0.35% | Q2 2013 | Q2 2019 | 23 |
Quad-Cities Investment Group, LLC | 22 | 22 | 0.06% | 0.26% | 0.42% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Avior Wealth Management, LLC | 22 | 22 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Windsor Capital Management, LLC | 22 | 22 | 0.14% | 0.59% | 0.87% | Q2 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 15 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
Ellenbecker Investment Group | 22 | 22 | 0.20% | 4.86% | 10.56% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MONETA GROUP INVESTMENT ADVISORS LLC | 21 | 21 | 0.07% | 0.22% | 0.36% | Q3 2018 | Q3 2023 | 21 |
Cornerstone Management, Inc. | 21 | 21 | 1.08% | 1.78% | 2.32% | Q3 2018 | Q3 2023 | 21 |
Barber Financial Group, Inc. | 21 | 21 | 1.08% | 2.22% | 5.57% | Q1 2018 | Q1 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 21 | 21 | 0.00% | 0.26% | 0.83% | Q3 2018 | Q3 2023 | 21 |
JPMORGAN CHASE & CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.84% | 1.91% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 0.04% | 0.16% | 0.30% | Q4 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 1.34% | 2.56% | 4.78% | Q4 2018 | Q3 2023 | 20 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 14 | 6 | 0.63% | 1.55% | 4.91% | Q3 2018 | Q3 2023 | 20 |
Kohmann Bosshard Financial Services, LLC | 20 | 20 | 0.08% | 0.46% | 0.78% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Tortoise Investment Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 0.19% | 0.92% | 1.93% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Bray Capital Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Capital Advisors, Ltd. LLC | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
StrategIQ Financial Group, LLC | 17 | 3 | 0.16% | 0.51% | 0.88% | Q4 2017 | Q3 2023 | 20 |
OLD SECOND NATIONAL BANK OF AURORA | 20 | 20 | 0.00% | 0.03% | 0.33% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Cetera Advisors LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Kalos Management, Inc. | 17 | 1 | 0.01% | 0.71% | 1.40% | Q4 2015 | Q1 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.03% | 0.09% | 0.18% | Q1 2019 | Q3 2023 | 19 |
Focused Wealth Management, Inc | 19 | 19 | 0.00% | 0.05% | 0.22% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.04% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.87% | 1.33% | 1.63% | Q1 2019 | Q3 2023 | 19 |
S. R. Schill & Associates | 18 | 18 | 2.66% | 6.27% | 8.26% | Q2 2019 | Q3 2023 | 18 |
Sigma Planning Corp | 18 | 18 | 0.01% | 0.04% | 0.17% | Q4 2018 | Q1 2023 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.03% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Jackson, Grant Investment Advisers, Inc. | 18 | 18 | 0.04% | 0.11% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Mutual Advisors, LLC | 18 | 18 | 0.02% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
SG Americas Securities, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2017 | 18 |
Financial Gravity Asset Management, Inc. | 12 | 1 | 0.00% | 0.04% | 0.20% | Q1 2018 | Q3 2023 | 18 |
GOLDMAN SACHS GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.03% | 0.13% | Q3 2017 | Q2 2023 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.34% | 1.34% | 2.60% | Q3 2019 | Q3 2023 | 17 |
Larson Financial Group LLC | 9 | 8 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 17 |
Continuum Advisory, LLC | 17 | 17 | 0.05% | 0.42% | 0.92% | Q1 2018 | Q1 2022 | 17 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.17% | 0.35% | 1.21% | Q3 2019 | Q3 2023 | 17 |
NEXT Financial Group, Inc | 7 | 4 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q4 2021 | 17 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 17 | 17 | 0.07% | 0.18% | 0.71% | Q3 2019 | Q3 2023 | 17 |
Foresight Wealth Management, LLC | 17 | 17 | 0.05% | 1.37% | 3.92% | Q4 2018 | Q4 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2023 | 17 |
RVW Wealth, LLC | 16 | 16 | 0.12% | 0.18% | 0.30% | Q1 2020 | Q4 2023 | 16 |
Lido Advisors, LLC | 16 | 16 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Blueprint Investment Partners LLC | 16 | 16 | 0.74% | 4.54% | 10.57% | Q4 2019 | Q3 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 16 |
Biltmore Wealth Management, LLC | 16 | 16 | 1.44% | 3.34% | 4.26% | Q4 2019 | Q3 2023 | 16 |
McCutchen Group LLC | 16 | 16 | 1.21% | 6.06% | 8.83% | Q4 2018 | Q3 2022 | 16 |
MISSION WEALTH MANAGEMENT, LP | 16 | 16 | 0.06% | 0.73% | 1.08% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q2 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Dorsey & Whitney Trust CO LLC | 15 | 1 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2022 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.38% | 0.65% | 1.05% | Q4 2019 | Q3 2023 | 16 |
Allworth Financial LP | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
MANAGED ACCOUNT SERVICES INC | 16 | 16 | 0.23% | 1.09% | 2.20% | Q4 2017 | Q3 2021 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 2 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 16 |
Apollon Wealth Management, LLC | 15 | 15 | 0.04% | 0.29% | 1.25% | Q1 2020 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 15 | 15 | 0.37% | 0.80% | 0.99% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 8 | 7 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q2 2022 | 15 |
FormulaFolio Investments, LLC | 15 | 15 | 0.03% | 0.36% | 2.13% | Q4 2017 | Q2 2021 | 15 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 5 | 0.04% | 0.12% | 0.35% | Q4 2019 | Q3 2023 | 15 |
Highland Private Wealth Management | 15 | 15 | 1.45% | 2.38% | 2.93% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Sequoia Financial Advisors, LLC | 11 | 1 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q2 2023 | 15 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15 | 15 | 0.01% | 0.33% | 0.64% | Q1 2020 | Q3 2023 | 15 |
Cordasco Financial Network | 15 | 15 | 0.07% | 0.65% | 0.88% | Q4 2018 | Q2 2022 | 15 |
COMERICA BANK | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 15 |
Roble, Belko & Company, Inc | 15 | 15 | 0.02% | 0.09% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
CITY HOLDING CO | 15 | 15 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2023 | 15 |
FIFTH THIRD BANCORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 15 |
Private Ocean, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Garrett Wealth Advisory Group, LLC | 15 | 15 | 0.11% | 0.46% | 0.78% | Q4 2018 | Q2 2022 | 15 |
Center for Financial Planning, Inc. | 14 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
TCI Wealth Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
Acropolis Investment Management, LLC | 15 | 15 | 0.06% | 0.14% | 0.22% | Q1 2018 | Q3 2021 | 15 |
TPG Financial Advisors, LLC | 8 | 6 | 1.80% | 3.73% | 6.43% | Q4 2018 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.02% | 0.12% | 0.35% | Q1 2019 | Q3 2023 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Armor Investment Advisors, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Advisory Alpha, LLC | 11 | 1 | 0.01% | 1.82% | 3.40% | Q2 2018 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 8 | 1 | 0.01% | 0.23% | 0.81% | Q3 2018 | Q1 2023 | 14 |
MUFG Americas Holdings Corp | 9 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 14 |
Disciplined Investments, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 6 | 0.04% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 14 |
FIRST HAWAIIAN BANK | 14 | 14 | 0.10% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 11 | 3 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Faithward Advisors, LLC | 11 | 3 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 14 |
Garde Capital, Inc. | 14 | 14 | 0.05% | 0.11% | 0.26% | Q2 2020 | Q3 2023 | 14 |
IAG Wealth Partners, LLC | 13 | 13 | 0.02% | 0.43% | 0.99% | Q4 2019 | Q4 2022 | 13 |
Daiwa Securities Group Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
DAVIDSON INVESTMENT ADVISORS | 11 | 2 | 0.03% | 0.06% | 0.21% | Q4 2017 | Q3 2021 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.11% | 0.18% | 0.24% | Q4 2020 | Q4 2023 | 13 |
Hayden Royal, LLC | 13 | 13 | 0.18% | 0.61% | 0.97% | Q4 2018 | Q4 2021 | 13 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.01% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
AlphaStar Capital Management, LLC | 10 | 2 | 0.11% | 1.36% | 2.42% | Q4 2017 | Q2 2022 | 12 |
Legacy Financial Group LLC | 12 | 12 | 1.31% | 2.65% | 3.64% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.78% | 1.42% | 1.82% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.07% | 0.13% | 0.36% | Q4 2019 | Q1 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.64% | 0.86% | 1.26% | Q4 2020 | Q3 2023 | 12 |
Relative Value Partners Group, LLC | 12 | 12 | 0.05% | 0.23% | 0.35% | Q4 2020 | Q3 2023 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 5 | 0.00% | 0.04% | 0.22% | Q3 2020 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.32% | 2.21% | 7.32% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.12% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 1.20% | 1.47% | 1.71% | Q4 2020 | Q3 2023 | 12 |
REDW Wealth LLC | 8 | 4 | 0.07% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 12 |
American Portfolios Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 12 |
Brown Financial Advisory | 12 | 12 | 1.11% | 1.97% | 2.57% | Q4 2020 | Q3 2023 | 12 |
Cutler Group LLC / CA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 12 |
Bell Rock Capital LLC | 12 | 12 | 0.03% | 0.29% | 0.53% | Q4 2017 | Q3 2020 | 12 |
Timber Hill LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 12 |
Parallel Advisors, LLC | 12 | 12 | 0.00% | 0.43% | 1.33% | Q4 2020 | Q3 2023 | 12 |
M Holdings Securities, Inc. | 6 | 1 | 0.08% | 0.44% | 0.63% | Q3 2014 | Q1 2023 | 12 |
ARKANSAS FINANCIAL GROUP, INC. | 12 | 12 | 0.05% | 0.07% | 0.12% | Q4 2019 | Q3 2022 | 12 |
Eastover Investment Advisors LLC | 6 | 2 | 0.11% | 0.15% | 0.20% | Q1 2020 | Q2 2023 | 11 |
Perigon Wealth Management, LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q3 2011 | Q3 2023 | 11 |
First Allied Advisory Services, Inc. | 6 | 5 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q1 2020 | 11 |
Navalign, LLC | 11 | 11 | 0.08% | 0.27% | 0.41% | Q1 2021 | Q3 2023 | 11 |
MCF Advisors LLC | 9 | 2 | 0.04% | 0.11% | 0.15% | Q4 2018 | Q2 2023 | 11 |
Coco Enterprises, LLC | 9 | 2 | 1.88% | 2.00% | 2.22% | Q4 2020 | Q3 2023 | 11 |
Range Financial Group LLC | 11 | 11 | 0.43% | 0.53% | 0.69% | Q1 2021 | Q3 2023 | 11 |
PENINSULA ASSET MANAGEMENT INC | 11 | 11 | 2.22% | 2.56% | 2.86% | Q2 2020 | Q4 2022 | 11 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 11 |
Coyle Financial Counsel LLC | 11 | 11 | 0.18% | 0.28% | 0.44% | Q2 2019 | Q4 2021 | 11 |
MBE Wealth Management, LLC | 11 | 11 | 0.36% | 5.25% | 6.50% | Q1 2021 | Q3 2023 | 11 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10 | 1 | 0.00% | 0.09% | 0.21% | Q3 2020 | Q3 2023 | 11 |
Fi3 FINANCIAL ADVISORS, LLC | 11 | 11 | 0.77% | 2.71% | 6.52% | Q1 2021 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
COWA, LLC | 11 | 11 | 0.17% | 1.29% | 2.15% | Q4 2020 | Q2 2023 | 11 |
Pinnacle Advisory Group, Inc. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q1 2021 | 10 |
Formidable Asset Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
GLENMEDE TRUST CO NA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
RFG Advisory, LLC | 7 | 1 | 0.03% | 0.26% | 0.74% | Q4 2017 | Q3 2022 | 10 |
Biltmore Family Office, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.15% | 0.40% | 0.64% | Q1 2018 | Q2 2020 | 10 |
TRUST CO OF VERMONT | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 10 |
STATE STREET CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Procyon Advisors, LLC | 10 | 10 | 0.03% | 1.08% | 1.66% | Q2 2021 | Q3 2023 | 10 |
COLONY GROUP LLC | 10 | 10 | 0.01% | 0.07% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Aveo Capital Partners, LLC | 6 | 4 | 0.07% | 0.46% | 1.76% | Q1 2019 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.45% | 1.00% | Q1 2019 | Q3 2023 | 10 |
Retirement Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Veracity Capital LLC | 10 | 10 | 0.10% | 1.61% | 2.73% | Q2 2021 | Q3 2023 | 10 |
Permanens Capital L.P. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2021 | 10 |
BRINKER CAPITAL INC | 10 | 10 | 0.02% | 0.06% | 0.15% | Q1 2018 | Q2 2020 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 0.93% | 1.46% | 1.84% | Q2 2021 | Q3 2023 | 10 |
55I, LLC | 10 | 10 | 0.02% | 0.05% | 0.19% | Q2 2020 | Q3 2022 | 10 |
JOYN Advisors, Inc. | 10 | 10 | 0.75% | 4.17% | 6.04% | Q4 2017 | Q1 2020 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
WealthShield Partners, LLC | 10 | 10 | 0.05% | 0.10% | 0.15% | Q4 2017 | Q1 2020 | 10 |
FORVIS Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.30% | 0.47% | Q3 2021 | Q3 2023 | 9 |
Mascoma Wealth Management LLC | 5 | 4 | 0.02% | 0.10% | 0.37% | Q1 2017 | Q3 2019 | 9 |
Johnson Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Simplicity Solutions, LLC | 6 | 3 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 9 |
Janney Montgomery Scott LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 9 |
Cetera Investment Advisers | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
FIFTH THIRD SECURITIES, INC. | 9 | 9 | 0.02% | 0.13% | 0.87% | Q3 2021 | Q3 2023 | 9 |
Royal Fund Management, LLC | 9 | 9 | 0.24% | 1.34% | 2.41% | Q3 2018 | Q3 2020 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 9 |
Fund Evaluation Group, LLC | 7 | 2 | 0.00% | 1.81% | 9.34% | Q2 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 1.14% | 1.25% | 1.36% | Q3 2021 | Q3 2023 | 9 |
LifePlan Financial Group, Inc | 9 | 9 | 0.00% | 0.23% | 0.40% | Q3 2018 | Q3 2020 | 9 |
Bowling Portfolio Management LLC | 9 | 9 | 0.42% | 0.52% | 0.56% | Q3 2020 | Q3 2022 | 9 |
WRAPMANAGER INC | 9 | 9 | 0.91% | 0.99% | 1.15% | Q1 2018 | Q1 2020 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.20% | 0.33% | 0.49% | Q3 2021 | Q3 2023 | 9 |
Strategic Wealth Partners, Ltd. | 8 | 1 | 0.01% | 0.09% | 0.35% | Q4 2017 | Q2 2020 | 9 |
American Research & Management Co. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Gerber Kawasaki Wealth & Investment Management | 9 | 9 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Strategic Blueprint, LLC | 8 | 1 | 0.03% | 1.15% | 2.30% | Q4 2018 | Q2 2021 | 9 |
Roundview Capital LLC | 5 | 1 | 0.02% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 9 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 1.66% | 1.92% | 2.06% | Q4 2021 | Q3 2023 | 8 |
CONGRESS ASSET MANAGEMENT CO /MA | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Sanctuary Wealth Management, L.L.C. | 3 | 1 | 0.01% | 0.13% | 0.30% | Q1 2010 | Q3 2023 | 8 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 8 |
Peninsula Wealth, LLC | 8 | 8 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 8 | 8 | 0.03% | 0.07% | 0.17% | Q3 2017 | Q2 2019 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 1.64% | 4.87% | 11.67% | Q4 2021 | Q3 2023 | 8 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 8 |
Monument Capital Management | 8 | 8 | 0.30% | 0.53% | 0.64% | Q3 2020 | Q2 2022 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.01% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 8 |
Gunma Bank,Ltd. | 7 | 1 | 1.55% | 2.64% | 7.66% | Q3 2021 | Q3 2023 | 8 |
AXA S.A. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
FLAGSTAR ADVISORS INC | 8 | 8 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q2 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.10% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Atria Investments, Inc | 8 | 8 | 0.02% | 0.04% | 0.15% | Q1 2018 | Q4 2019 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 0.18% | 0.47% | 1.04% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sheaff Brock Investment Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Financial Network Wealth Management LLC | 8 | 8 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Heritage Trust Co | 8 | 8 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q4 2018 | 8 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 0.53% | 0.70% | 1.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q3 2022 | 8 |
Freestone Capital Holdings, LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q2 2023 | 8 |
Karp Capital Management Corp | 5 | 3 | 0.05% | 0.65% | 1.80% | Q3 2019 | Q1 2022 | 8 |
HL FINANCIAL SERVICES LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 1.37% | 1.76% | 2.52% | Q4 2021 | Q3 2023 | 8 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.12% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
AGINCOURT CAPITAL MANAGEMENT, LLC | 8 | 8 | 7.96% | 11.10% | 18.33% | Q4 2021 | Q3 2023 | 8 |
SVB Investment Services Inc. | 8 | 8 | 0.27% | 0.29% | 0.33% | Q2 2020 | Q1 2022 | 8 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.54% | 0.63% | 0.69% | Q4 2021 | Q3 2023 | 8 |
ALESCO ADVISORS LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Advisors Preferred, LLC | 4 | 1 | 0.02% | 0.04% | 0.11% | Q3 2014 | Q3 2018 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.02% | 0.23% | 0.39% | Q4 2021 | Q3 2023 | 7 |
Mariner, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 7 |
JONES FINANCIAL COMPANIES LLLP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Columbus Macro, LLC | 6 | 1 | 0.16% | 0.29% | 0.36% | Q4 2018 | Q3 2023 | 7 |
WestHill Financial Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Kessler Investment Group, LLC | 7 | 7 | 0.08% | 0.14% | 0.41% | Q2 2013 | Q4 2014 | 7 |
Cerity Partners LLC | 7 | 7 | 0.03% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
PRUDENTIAL FINANCIAL INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.26% | 0.33% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
MACQUARIE GROUP LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.08% | Q4 2019 | Q3 2023 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.02% | 0.06% | 0.09% | Q2 2014 | Q4 2015 | 7 |
Ironsides Asset Advisors, LLC | 7 | 7 | 0.43% | 0.50% | 0.55% | Q2 2018 | Q4 2019 | 7 |
D. SCOTT NEAL, INC. | 6 | 1 | 0.11% | 0.30% | 0.86% | Q4 2017 | Q4 2019 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
North Star Investment Management Corp. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 7 | 7 | 0.25% | 0.31% | 0.34% | Q1 2022 | Q3 2023 | 7 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 2 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 1.29% | 1.76% | 2.10% | Q2 2020 | Q4 2021 | 7 |
HSBC HOLDINGS PLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
ASSETMARK, INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 6 |
Allen Investment Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Financial & Tax Architects, LLC | 5 | 1 | 1.50% | 2.71% | 5.12% | Q1 2021 | Q3 2023 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.02% | 0.14% | 0.23% | Q3 2019 | Q4 2020 | 6 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
TD Waterhouse Canada Inc. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Wiser Wealth Management, Inc | 6 | 6 | 2.66% | 2.78% | 2.94% | Q2 2022 | Q3 2023 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 0.11% | 0.14% | 0.17% | Q2 2022 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q1 2022 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 6 |
AWM CAPITAL, LLC | 6 | 6 | 0.38% | 0.68% | 0.86% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
CWM, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
Institute for Wealth Management, LLC. | 6 | 6 | 0.07% | 0.09% | 0.11% | Q1 2019 | Q2 2020 | 6 |
SECURIAN ASSET MANAGEMENT, INC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Aureus Asset Management, LLC | 5 | 1 | 0.04% | 0.08% | 0.10% | Q4 2014 | Q4 2017 | 6 |
Phoenix Holdings Ltd. | 6 | 6 | 0.07% | 0.13% | 0.19% | Q1 2022 | Q2 2023 | 6 |
Rehmann Capital Advisory Group | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2022 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.07% | 0.09% | Q3 2018 | Q4 2019 | 6 |
ANCHOR CAPITAL ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q1 2020 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 0.23% | 1.27% | 3.62% | Q2 2022 | Q3 2023 | 6 |
Bartlett & Co. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q1 2022 | 6 |
Capital Investment Advisory Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.12% | 0.26% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Atlantic Union Bankshares Corp | 3 | 2 | 0.68% | 1.76% | 3.17% | Q4 2018 | Q1 2020 | 5 |
PGIM Custom Harvest LLC | 4 | 1 | 0.06% | 0.25% | 0.51% | Q3 2021 | Q3 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Source Financial Advisors LLC | 5 | 5 | 0.33% | 0.34% | 0.35% | Q3 2022 | Q3 2023 | 5 |
MBL Wealth, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Executive Wealth Management, LLC | 4 | 1 | 0.43% | 0.46% | 0.54% | Q3 2019 | Q1 2022 | 5 |
BB&T SECURITIES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
WADE G W & INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 5 | 5 | 0.12% | 0.15% | 0.20% | Q1 2022 | Q1 2023 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GeoWealth Management, LLC | 4 | 1 | 0.01% | 0.18% | 0.30% | Q3 2019 | Q2 2023 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q1 2019 | Q1 2020 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 1.44% | 2.91% | 7.63% | Q1 2022 | Q3 2023 | 5 |
Cordant, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 5 |
Capital Analysts, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Inspire Advisors, LLC | 5 | 5 | 1.52% | 2.09% | 2.33% | Q4 2020 | Q4 2021 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Integrated Investment Consultants, LLC | 5 | 5 | 0.23% | 0.27% | 0.31% | Q3 2022 | Q3 2023 | 5 |
SBK Financial, Inc. | 5 | 5 | 5.84% | 17.18% | 28.10% | Q4 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.25% | 0.75% | 0.94% | Q4 2021 | Q4 2022 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.05% | 0.09% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.04% | 0.11% | 0.16% | Q3 2022 | Q3 2023 | 5 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 5 | 0.14% | 0.18% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Bank OZK | 5 | 5 | 0.50% | 0.67% | 0.88% | Q2 2019 | Q2 2020 | 5 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 5 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.01% | 0.03% | 0.11% | Q4 2018 | Q3 2022 | 5 |
HAP Trading, LLC | 2 | 1 | 0.06% | 0.09% | 0.18% | Q2 2019 | Q3 2022 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 5 |
HAZLETT, BURT & WATSON, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Cardan Capital Partners, LLC | 3 | 2 | 0.43% | 0.76% | 1.00% | Q2 2020 | Q3 2021 | 5 |
True North Advisors, LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 4 |
CIC Wealth, LLC | 4 | 4 | 1.16% | 1.35% | 1.44% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
CornerStone Partners LLC | 4 | 4 | 6.96% | 8.52% | 9.88% | Q4 2019 | Q3 2020 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2022 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.01% | 0.04% | 0.15% | Q3 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.50% | 0.52% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Sound Income Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ECLECTIC ASSOCIATES INC /ADV | 4 | 4 | 0.23% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.64% | 0.89% | 1.26% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Sunbelt Securities, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PineBridge Investments, L.P. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 1.35% | 1.96% | 2.69% | Q4 2021 | Q3 2022 | 4 |
River Street Advisors LLC | 4 | 4 | 0.29% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Betterment LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 4 | 4 | 0.16% | 0.39% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Bogart Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Lee Financial Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.12% | 0.44% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.36% | 0.54% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q4 2022 | 4 |
Brookstone Capital Management | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 4 |
McNaughton Wealth Management, LLC | 4 | 4 | 0.90% | 2.40% | 3.25% | Q4 2019 | Q3 2020 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.26% | 0.35% | 0.40% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.29% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Blue Edge Capital, LLC | 4 | 4 | 0.36% | 0.45% | 0.51% | Q4 2022 | Q3 2023 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2021 | 4 |
FineMark National Bank & Trust | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Chessman Wealth Strategies RIA | 4 | 4 | 0.02% | 4.29% | 9.93% | Q3 2018 | Q2 2019 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2013 | 4 |
Naviter Wealth, LLC | 4 | 4 | 0.42% | 0.63% | 0.82% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2021 | 4 |
Aurora Investment Managers, LLC. | 4 | 4 | 0.49% | 0.60% | 0.76% | Q4 2019 | Q3 2020 | 4 |
Mendel Money Management | 4 | 4 | 0.15% | 0.15% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.05% | 0.07% | 0.10% | Q3 2018 | Q2 2019 | 4 |
STIFEL FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TELEMUS CAPITAL, LLC | 4 | 4 | 0.08% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 4 |
Ellevest, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
NATIXIS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.31% | 0.56% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.04% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.09% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.58% | 0.71% | 0.84% | Q4 2022 | Q3 2023 | 4 |
IPG Investment Advisors LLC | 4 | 4 | 0.08% | 0.20% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Pasadena Private Wealth, LLC | 4 | 4 | 0.66% | 2.41% | 3.12% | Q2 2019 | Q1 2020 | 4 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 3 |
WT Wealth Management | 2 | 1 | 0.21% | 0.24% | 0.26% | Q4 2019 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Crew Capital Management, Ltd. | 3 | 3 | 0.18% | 0.20% | 0.20% | Q3 2021 | Q1 2022 | 3 |
Nicholas Hoffman & Company, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Western Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 3 |
Sapphire Star Partners LP | 3 | 3 | 0.08% | 0.38% | 0.59% | Q2 2018 | Q4 2018 | 3 |
Landmark Wealth Management, LLC | 1 | 1 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 3 |
SAGE FINANCIAL GROUP INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2022 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Trail Ridge Investment Advisors, LLC | 3 | 3 | 0.21% | 0.25% | 0.29% | Q4 2021 | Q2 2022 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Mid-American Wealth Advisory Group, Inc. | 2 | 1 | 0.21% | 1.54% | 2.68% | Q1 2022 | Q3 2023 | 3 |
Centric Wealth Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2020 | 3 |
Stamos Capital Partners, L.P. | 3 | 3 | 0.08% | 0.26% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Avondale Wealth Management | 3 | 3 | 0.19% | 0.22% | 0.28% | Q1 2022 | Q3 2022 | 3 |
Avalon Investment & Advisory | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 1.06% | 1.12% | 1.19% | Q4 2022 | Q2 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Financial Advocates Investment Management | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q4 2020 | 3 |
McClarren Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ALLSTATE CORP | 3 | 3 | 0.35% | 0.41% | 0.45% | Q1 2022 | Q3 2022 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
J2 Capital Management Inc | 3 | 3 | 1.58% | 1.72% | 1.90% | Q4 2021 | Q2 2022 | 3 |
FOSTER & MOTLEY INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
John W. Brooker & Co., CPAs | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MACKENZIE FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.06% | 0.18% | 0.28% | Q1 2022 | Q3 2022 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Valtinson Bruner Financial Planning LLC | 3 | 3 | 0.64% | 0.76% | 0.86% | Q3 2019 | Q1 2020 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.48% | 0.48% | 0.49% | Q2 2022 | Q4 2022 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q2 2019 | Q4 2019 | 3 |
Merriman Wealth Management, LLC | 2 | 1 | 0.32% | 0.43% | 0.64% | Q4 2021 | Q2 2023 | 3 |
PECAUT & CO. | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.04% | 0.83% | 1.34% | Q3 2018 | Q1 2019 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Element Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 3 | 0.08% | 0.16% | 0.22% | Q2 2020 | Q4 2020 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 3 |
Global Financial Private Capital, Inc | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q1 2019 | 2 |
MARVIN & PALMER ASSOCIATES INC | 2 | 2 | 3.43% | 3.46% | 3.50% | Q4 2021 | Q1 2022 | 2 |
Foster Victor Wealth Advisors, LLC | 2 | 2 | 1.01% | 1.06% | 1.11% | Q4 2019 | Q1 2020 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
BARINGS LLC | 2 | 2 | 0.01% | 0.11% | 0.20% | Q2 2019 | Q3 2019 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 1.73% | 3.46% | Q2 2022 | Q2 2023 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
SUMITOMO LIFE INSURANCE CO | 2 | 2 | 0.35% | 0.37% | 0.39% | Q2 2023 | Q3 2023 | 2 |
PACIFIC FINANCIAL GROUP INC | 2 | 2 | 0.82% | 0.86% | 0.90% | Q3 2019 | Q4 2019 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2020 | Q2 2020 | 2 |
Freedom Day Solutions, LLC | 2 | 2 | 1.63% | 1.73% | 1.83% | Q2 2023 | Q3 2023 | 2 |
Financial Freedom, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2023 | 2 |
SkyOak Wealth, LLC | 2 | 2 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q1 2020 | 2 |
Compass Ion Advisors, LLC | 2 | 2 | 0.25% | 4.77% | 9.29% | Q4 2019 | Q1 2020 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q4 2017 | Q1 2018 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Peak Financial Management, Inc. | 2 | 2 | 0.32% | 0.86% | 1.40% | Q2 2023 | Q3 2023 | 2 |
Intergy Private Wealth, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q4 2018 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Financial Futures Ltd Liability Co. | 2 | 2 | 0.19% | 0.23% | 0.26% | Q4 2021 | Q1 2022 | 2 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Strategies Group, Inc. | 2 | 2 | 0.49% | 0.53% | 0.58% | Q4 2019 | Q1 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Bridge Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 2 |
ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Values Added Financial LLC | 2 | 2 | 0.22% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.15% | 0.28% | Q2 2022 | Q2 2023 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Copperwynd Financial, LLC | 1 | 1 | 1.80% | 1.96% | 2.12% | Q2 2018 | Q1 2019 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
KLINGENSTEIN FIELDS & CO LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Paladin Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.09% | 0.17% | Q4 2015 | Q4 2018 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.12% | 0.20% | 0.27% | Q4 2022 | Q1 2023 | 2 |
OIKOS HOLDINGS LLC | 2 | 2 | 5.58% | 7.13% | 8.68% | Q4 2022 | Q1 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
VERITY Wealth Advisors | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q4 2023 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Hotaling Investment Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Brio Consultants, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
Strategic Financial Planning, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
GRAND WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2023 | Q3 2023 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
One Day In July LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2022 | Q2 2022 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Upper Left Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CONNING INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2019 | Q4 2019 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HOLT-SMITH ADVISORS INC | 1 | 1 | 4.06% | 4.06% | 4.06% | Q2 2013 | Q2 2013 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bell Investment Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2018 | Q4 2018 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Aletheian Wealth Advisors LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2023 | Q4 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CABANA LLC | 1 | 1 | 11.64% | 11.64% | 11.64% | Q2 2023 | Q2 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2019 | Q3 2019 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2014 | Q3 2014 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Private Wealth Group, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2020 | Q1 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRIAD FINANCIAL ADVISORS, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2021 | Q4 2021 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Occidental Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Bridgecreek Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Blooom, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SEVEN LOCKS CAPITAL MANAGEMENT LP | 1 | 1 | 5.30% | 5.30% | 5.30% | Q1 2015 | Q1 2015 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.