Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 73 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q3 2023 | 44 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.04% | 0.27% | 0.99% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.10% | 0.50% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 41 | 41 | 0.00% | 0.08% | 0.76% | Q2 2013 | Q2 2023 | 41 |
BANK OF MONTREAL /CAN/ | 37 | 2 | 0.00% | 0.00% | 0.09% | Q4 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 33 | 6 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 39 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 39 | 39 | 0.16% | 1.02% | 5.05% | Q3 2013 | Q1 2023 | 39 |
TRUIST FINANCIAL CORP | 22 | 16 | 0.00% | 0.08% | 0.53% | Q2 2013 | Q3 2023 | 38 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 37 | 1 | 0.02% | 0.27% | 1.40% | Q4 2013 | Q3 2023 | 38 |
AMERICAN INTERNATIONAL GROUP, INC. | 23 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
ASSETMARK, INC | 20 | 17 | 0.00% | 0.26% | 1.18% | Q3 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 37 |
Citadel Advisors | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BlackRock Inc. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 31 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
JANE STREET GROUP, LLC | 27 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2023 | 34 |
FMR LLC | 21 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 33 | 33 | 0.01% | 0.03% | 0.17% | Q3 2015 | Q3 2023 | 33 |
Ifrah Financial Services, Inc. | 31 | 31 | 2.31% | 2.83% | 3.61% | Q2 2013 | Q4 2020 | 31 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.02% | 0.30% | Q3 2014 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 18 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 30 |
Betterment LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Advisory Services Network, LLC | 21 | 8 | 0.02% | 0.15% | 0.58% | Q2 2014 | Q3 2023 | 29 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 29 | 29 | 0.02% | 0.09% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 22 | 7 | 0.01% | 0.09% | 0.26% | Q2 2016 | Q3 2023 | 29 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.09% | 0.20% | Q4 2016 | Q3 2023 | 28 |
COLONY GROUP LLC | 19 | 3 | 0.00% | 0.05% | 0.13% | Q2 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q4 2019 | 27 |
Krilogy Financial LLC | 18 | 9 | 0.00% | 1.60% | 3.94% | Q1 2016 | Q3 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.27% | 1.26% | Q1 2017 | Q3 2023 | 27 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.08% | Q2 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.06% | 0.22% | Q2 2017 | Q3 2023 | 26 |
RiverFront Investment Group, LLC | 24 | 2 | 0.01% | 1.45% | 5.00% | Q2 2016 | Q3 2023 | 26 |
Migdal Insurance & Financial Holdings Ltd. | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
WOLVERINE TRADING, LLC | 12 | 1 | 0.00% | 0.01% | 0.08% | Q3 2016 | Q4 2022 | 25 |
Raymond James Financial Services Advisors, Inc. | 20 | 1 | 0.00% | 0.03% | 0.20% | Q3 2015 | Q3 2023 | 25 |
First Heartland Consultants, Inc. | 14 | 1 | 0.03% | 0.10% | 0.38% | Q2 2013 | Q2 2023 | 25 |
First Command Bank | 24 | 24 | 0.01% | 0.19% | 0.55% | Q4 2016 | Q3 2022 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.22% | 1.22% | 2.88% | Q4 2017 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.07% | 0.21% | Q3 2014 | Q4 2021 | 24 |
First Command Financial Services, Inc. | 24 | 24 | 0.01% | 0.17% | 0.55% | Q4 2016 | Q3 2022 | 24 |
Bray Capital Advisors | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
WEST PACES ADVISORS INC. | 23 | 23 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2022 | 23 |
GOLDMAN SACHS GROUP INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 18 | 1 | 0.00% | 0.03% | 0.14% | Q2 2015 | Q3 2023 | 23 |
SCOTIA CAPITAL INC. | 17 | 5 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 22 |
First Allied Advisory Services, Inc. | 22 | 22 | 0.02% | 0.06% | 0.10% | Q2 2015 | Q3 2020 | 22 |
HighTower Advisors, LLC | 18 | 3 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 21 |
LifePlan Financial Group, Inc | 21 | 21 | 0.06% | 0.77% | 3.35% | Q3 2015 | Q3 2020 | 21 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.25% | Q3 2018 | Q3 2023 | 21 |
Hudock, Inc. | 18 | 2 | 0.00% | 0.24% | 1.00% | Q1 2016 | Q3 2022 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 4 | 0.00% | 0.13% | 0.64% | Q3 2018 | Q3 2023 | 20 |
One Day In July LLC | 20 | 20 | 0.27% | 0.81% | 1.94% | Q4 2018 | Q3 2023 | 20 |
Cardan Capital Partners, LLC | 18 | 2 | 0.27% | 0.88% | 2.36% | Q4 2015 | Q3 2021 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 19 |
CWM, LLC | 10 | 1 | 0.00% | 0.19% | 0.94% | Q4 2013 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
BLAIR WILLIAM & CO/IL | 12 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Advocacy Wealth Management Services, LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2022 | 18 |
Brown Advisory Securities, LLC | 16 | 2 | 0.07% | 0.10% | 0.17% | Q2 2013 | Q4 2017 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.00% | 0.04% | 0.14% | Q1 2019 | Q3 2023 | 18 |
Checchi Capital Advisers, LLC | 10 | 1 | 0.02% | 0.06% | 0.10% | Q2 2014 | Q3 2023 | 18 |
GenWealth Group, Inc. | 8 | 1 | 0.10% | 2.82% | 6.44% | Q2 2017 | Q3 2023 | 17 |
PRUDENTIAL FINANCIAL INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Itau Unibanco Holding S.A. | 9 | 8 | 0.12% | 1.05% | 4.50% | Q2 2019 | Q3 2023 | 17 |
SIGNATUREFD, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 17 |
PAYDEN & RYGEL | 6 | 5 | 0.01% | 0.17% | 0.49% | Q3 2016 | Q2 2023 | 17 |
Keel Point, LLC | 16 | 16 | 0.03% | 0.88% | 3.16% | Q4 2018 | Q3 2022 | 16 |
BB&T SECURITIES, LLC | 9 | 1 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2019 | 16 |
RAYMOND JAMES TRUST N.A. | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 15 |
Vestmark Advisory Solutions, Inc. | 10 | 2 | 0.02% | 0.18% | 0.76% | Q1 2019 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
NewEdge Advisors, LLC | 9 | 6 | 0.00% | 0.71% | 5.05% | Q2 2015 | Q3 2023 | 15 |
REGIONS FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 15 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 15 | 15 | 0.38% | 1.63% | 6.96% | Q4 2017 | Q2 2021 | 15 |
Koshinski Asset Management, Inc. | 6 | 1 | 0.01% | 0.07% | 0.13% | Q2 2016 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.03% | 0.08% | 0.23% | Q2 2013 | Q4 2016 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q2 2023 | 14 |
CREDIT SUISSE AG/ | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2022 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.09% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 9 | 1 | 0.00% | 0.13% | 0.55% | Q2 2016 | Q3 2023 | 14 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.19% | 0.67% | Q3 2016 | Q3 2023 | 14 |
HSBC HOLDINGS PLC | 9 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 5 | 1 | 0.00% | 0.04% | 0.21% | Q1 2016 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Cypress Wealth Services, LLC | 8 | 6 | 0.06% | 0.24% | 0.57% | Q4 2018 | Q3 2023 | 14 |
Rehmann Capital Advisory Group | 7 | 1 | 0.00% | 0.49% | 1.02% | Q2 2010 | Q2 2019 | 13 |
Aveo Capital Partners, LLC | 5 | 1 | 0.03% | 0.93% | 1.47% | Q4 2018 | Q3 2023 | 13 |
Baird Financial Group, Inc. | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 13 |
Transamerica Financial Advisors, Inc. | 5 | 1 | 0.00% | 0.15% | 0.39% | Q1 2015 | Q3 2023 | 13 |
CUTLER INVESTMENT COUNSEL LLC | 13 | 13 | 0.23% | 0.51% | 0.70% | Q4 2014 | Q4 2017 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
IndexIQ Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2020 | 13 |
JUNCTURE WEALTH STRATEGIES, LLC | 13 | 13 | 0.76% | 3.33% | 4.60% | Q4 2016 | Q4 2019 | 13 |
Virtu KCG Holdings LLC | 11 | 2 | 0.02% | 0.08% | 0.18% | Q3 2013 | Q4 2016 | 13 |
Atria Investments, Inc | 9 | 4 | 0.01% | 0.08% | 0.19% | Q1 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 9 | 1 | 0.00% | 0.04% | 0.11% | Q3 2016 | Q3 2023 | 13 |
Compagnie Lombard Odier SCmA | 13 | 13 | 0.02% | 1.15% | 3.09% | Q3 2016 | Q3 2019 | 13 |
CENTAURUS FINANCIAL, INC. | 5 | 2 | 0.01% | 0.12% | 0.42% | Q1 2018 | Q2 2023 | 13 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 2 | 0.00% | 0.23% | 0.62% | Q2 2015 | Q1 2020 | 12 |
Richard Bernstein Advisors LLC | 12 | 12 | 1.66% | 7.11% | 17.56% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 8 | 1 | 0.02% | 0.04% | 0.11% | Q2 2019 | Q2 2023 | 12 |
AE Wealth Management LLC | 9 | 1 | 0.00% | 0.04% | 0.26% | Q1 2017 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 9 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.04% | 0.14% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 7 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Bank of New York Mellon Corp | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
GeoWealth Management, LLC | 12 | 12 | 0.03% | 0.13% | 0.23% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.09% | 0.38% | 1.34% | Q4 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.19% | 0.67% | 1.60% | Q4 2020 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
B. Riley Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 12 |
Sandy Spring Bank | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.26% | 1.05% | 2.42% | Q4 2020 | Q3 2023 | 12 |
Winslow, Evans & Crocker, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2016 | 12 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2020 | 12 |
Csenge Advisory Group | 7 | 1 | 0.02% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 11 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2022 | 11 |
VICUS CAPITAL | 11 | 11 | 0.03% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Venturi Wealth Management, LLC | 11 | 11 | 0.05% | 0.13% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Beaumont Financial Partners, LLC | 5 | 1 | 0.02% | 0.24% | 0.78% | Q1 2014 | Q1 2022 | 11 |
PineBridge Investments, L.P. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
BlackRock Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 11 |
Laurel Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 11 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 11 |
CADINHA & CO LLC | 10 | 10 | 0.04% | 0.15% | 1.08% | Q4 2019 | Q1 2022 | 10 |
Aspire Private Capital, LLC | 8 | 2 | 0.00% | 0.02% | 0.09% | Q2 2020 | Q3 2023 | 10 |
WEALTHSOURCE PARTNERS, LLC | 7 | 1 | 0.06% | 0.65% | 1.30% | Q1 2016 | Q3 2023 | 10 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2010 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Bridge Advisory, LLC | 10 | 10 | 0.31% | 3.66% | 7.69% | Q2 2021 | Q3 2023 | 10 |
SFMG, LLC | 6 | 4 | 0.07% | 0.69% | 2.02% | Q2 2013 | Q4 2016 | 10 |
Avalon Advisory Group | 10 | 10 | 0.90% | 1.60% | 2.25% | Q4 2019 | Q1 2022 | 10 |
ST GERMAIN D J CO INC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Advisory Alpha, LLC | 9 | 1 | 0.02% | 0.11% | 0.15% | Q4 2013 | Q2 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Brookstone Capital Management | 8 | 2 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q2 2023 | 10 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.03% | 0.27% | Q2 2021 | Q3 2023 | 9 |
UBP Investment Advisors SA | 5 | 4 | 0.11% | 0.31% | 0.48% | Q4 2017 | Q4 2020 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q4 2023 | 9 |
DEUTSCHE BANK AG\ | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2021 | 9 |
TNF LLC | 9 | 9 | 0.18% | 1.01% | 2.03% | Q3 2021 | Q3 2023 | 9 |
BLACKROCK ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Tradition Wealth Management, LLC | 9 | 9 | 0.00% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.03% | 0.11% | 0.23% | Q3 2021 | Q3 2023 | 9 |
UMB Bank, n.a. | 4 | 2 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 9 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 4 | 2 | 0.01% | 0.06% | 0.16% | Q3 2018 | Q1 2023 | 9 |
Trek Financial, LLC | 9 | 9 | 0.04% | 0.65% | 1.29% | Q3 2021 | Q3 2023 | 9 |
CLIENT 1ST ADVISORY GROUP, LLC | 9 | 9 | 0.44% | 0.88% | 1.44% | Q3 2021 | Q3 2023 | 9 |
Capital Asset Advisory Services LLC | 7 | 1 | 0.00% | 0.03% | 0.27% | Q2 2016 | Q1 2022 | 9 |
Horst & Graben Wealth Management LLC | 9 | 9 | 0.10% | 1.18% | 1.93% | Q3 2021 | Q3 2023 | 9 |
WealthOne, LLC | 4 | 1 | 0.15% | 0.36% | 0.92% | Q4 2018 | Q1 2022 | 9 |
ONE Advisory Partners, LLC | 9 | 9 | 0.24% | 1.37% | 2.56% | Q3 2021 | Q3 2023 | 9 |
Cordasco Financial Network | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Clear Creek Financial Management, LLC | 9 | 9 | 0.24% | 0.55% | 1.89% | Q3 2021 | Q3 2023 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Stratos Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.07% | 0.14% | Q3 2021 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.02% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Strategic Blueprint, LLC | 9 | 9 | 0.06% | 0.14% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Fortis Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.06% | 0.18% | Q3 2021 | Q3 2023 | 9 |
High Falls Advisors, Inc | 9 | 9 | 0.11% | 1.06% | 1.88% | Q3 2021 | Q3 2023 | 9 |
HighVista Strategies LLC | 7 | 2 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q2 2017 | 9 |
DAVENPORT & Co LLC | 5 | 4 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Horan Securities, Inc. | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 9 |
First Horizon Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2023 | 9 |
PARK AVENUE SECURITIES LLC | 9 | 9 | 0.04% | 0.65% | 1.06% | Q3 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 8 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 9 |
Ancora Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.19% | 0.77% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 3 | 0.02% | 0.34% | 0.74% | Q3 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.08% | 0.82% | 1.40% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Cooper Financial Group | 7 | 1 | 0.16% | 0.35% | 0.70% | Q3 2021 | Q3 2023 | 8 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2015 | 8 |
Sharkey, Howes & Javer | 8 | 8 | 0.08% | 0.72% | 1.05% | Q3 2021 | Q2 2023 | 8 |
Avior Wealth Management, LLC | 5 | 3 | 0.00% | 0.00% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q4 2022 | 8 |
Equitable Holdings, Inc. | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Argent Advisors, Inc. | 4 | 4 | 0.23% | 0.40% | 0.78% | Q3 2020 | Q3 2022 | 8 |
One Wealth Advisors, LLC | 4 | 4 | 0.37% | 0.82% | 1.24% | Q3 2021 | Q3 2023 | 8 |
SBB Research Group LLC | 8 | 8 | 0.30% | 1.43% | 2.57% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.24% | 0.67% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Regal Investment Advisors LLC | 8 | 8 | 0.03% | 0.09% | 0.14% | Q3 2021 | Q2 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.00% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q2 2016 | 8 |
Baystate Wealth Management LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
SteelPeak Wealth, LLC | 8 | 8 | 0.02% | 0.20% | 0.34% | Q3 2021 | Q2 2023 | 8 |
Proficio Capital Partners LLC | 4 | 1 | 0.14% | 0.36% | 0.83% | Q4 2019 | Q2 2022 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Invst, LLC | 8 | 8 | 0.08% | 0.25% | 0.47% | Q3 2021 | Q2 2023 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 7 | 1 | 0.00% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 8 |
Mutual Advisors, LLC | 8 | 8 | 0.02% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
LINCOLN NATIONAL CORP | 5 | 3 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 8 |
55I, LLC | 8 | 8 | 0.03% | 0.20% | 0.69% | Q2 2020 | Q1 2022 | 8 |
Pacific Wealth Management | 8 | 8 | 0.37% | 2.91% | 4.86% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Austin Private Wealth, LLC | 8 | 8 | 0.31% | 0.53% | 0.77% | Q3 2021 | Q2 2023 | 8 |
COMERICA SECURITIES,INC. | 8 | 8 | 0.02% | 0.17% | 0.27% | Q3 2021 | Q2 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bay Harbor Wealth Management, LLC | 8 | 8 | 0.10% | 0.66% | 0.97% | Q3 2021 | Q2 2023 | 8 |
PAX Financial Group, LLC | 8 | 8 | 0.14% | 0.57% | 0.80% | Q3 2021 | Q2 2023 | 8 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q4 2021 | 8 |
Truadvice, LLC | 8 | 8 | 0.15% | 0.23% | 0.37% | Q2 2021 | Q1 2023 | 8 |
Financial Advocates Investment Management | 7 | 1 | 0.01% | 0.07% | 0.18% | Q4 2017 | Q3 2023 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.02% | 0.33% | 0.90% | Q3 2021 | Q2 2023 | 8 |
Almanack Investment Partners, LLC. | 8 | 8 | 0.28% | 1.37% | 3.60% | Q1 2019 | Q4 2020 | 8 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.03% | 0.21% | Q1 2020 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.06% | 0.11% | 0.18% | Q3 2021 | Q2 2023 | 8 |
Pensionmark Financial Group, LLC | 7 | 7 | 0.10% | 0.17% | 0.41% | Q4 2021 | Q2 2023 | 7 |
Raub Brock Capital Management LP | 7 | 7 | 0.76% | 1.13% | 1.61% | Q2 2019 | Q4 2020 | 7 |
FIRETHORN WEALTH PARTNERS, LLC | 7 | 7 | 0.32% | 0.61% | 0.81% | Q4 2021 | Q2 2023 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.14% | 0.40% | 0.82% | Q4 2021 | Q2 2023 | 7 |
Mayflower Financial Advisors, LLC | 7 | 7 | 0.03% | 0.16% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.01% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Keystone Financial Services | 7 | 7 | 0.43% | 1.32% | 2.04% | Q4 2021 | Q2 2023 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
TriaGen Wealth Management LLC | 7 | 7 | 0.20% | 0.23% | 0.30% | Q4 2020 | Q2 2022 | 7 |
Sowell Financial Services LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2023 | 7 |
Blue Edge Capital, LLC | 7 | 7 | 1.39% | 2.07% | 2.82% | Q1 2019 | Q3 2020 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.09% | 0.35% | 0.72% | Q1 2022 | Q3 2023 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Interchange Capital Partners, LLC | 3 | 1 | 0.11% | 0.24% | 0.35% | Q4 2020 | Q3 2023 | 7 |
BTS Asset Management, Inc. | 7 | 7 | 0.01% | 2.35% | 11.87% | Q2 2019 | Q4 2020 | 7 |
Avidian Wealth Solutions, LLC | 7 | 7 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.03% | 0.17% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Stokes Family Office, LLC | 7 | 7 | 0.08% | 0.22% | 0.65% | Q1 2022 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
NWAM LLC | 6 | 1 | 0.03% | 0.08% | 0.15% | Q3 2021 | Q2 2023 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Icon Wealth Partners, LLC | 4 | 3 | 0.01% | 0.26% | 0.48% | Q3 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.12% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Foundations Investment Advisors, LLC | 6 | 1 | 0.02% | 0.15% | 0.29% | Q4 2018 | Q3 2023 | 7 |
BENJAMIN EDWARDS INC | 6 | 1 | 0.04% | 0.51% | 1.90% | Q1 2019 | Q3 2021 | 7 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
West Wealth Group, LLC | 7 | 7 | 0.74% | 0.98% | 1.28% | Q4 2021 | Q2 2023 | 7 |
TCWP LLC | 7 | 7 | 0.35% | 0.93% | 1.66% | Q4 2021 | Q2 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Arete Wealth Advisors, LLC | 4 | 3 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q2 2023 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.02% | 0.15% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Catalyst Capital Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 7 |
Voya Financial Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 7 |
SWMG, LLC | 4 | 3 | 0.37% | 0.73% | 1.07% | Q3 2021 | Q2 2023 | 7 |
Ascent Group, LLC | 5 | 2 | 0.06% | 0.20% | 0.53% | Q4 2021 | Q3 2023 | 7 |
FineMark National Bank & Trust | 4 | 3 | 0.01% | 0.08% | 0.14% | Q1 2014 | Q4 2019 | 7 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.15% | 0.54% | Q3 2020 | Q3 2023 | 7 |
Day & Ennis, LLC | 7 | 7 | 0.13% | 0.46% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Robertson Stephens Wealth Management, LLC | 6 | 1 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 7 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 7 | 7 | 0.43% | 3.26% | 4.96% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Bancorp, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 7 |
W ADVISORS, LLC | 7 | 7 | 0.21% | 0.48% | 0.70% | Q1 2022 | Q3 2023 | 7 |
Element Wealth, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q1 2022 | 7 |
JB Capital LLC | 7 | 7 | 0.05% | 0.95% | 1.36% | Q4 2021 | Q2 2023 | 7 |
Legacy Private Trust Co. | 4 | 3 | 0.02% | 0.26% | 0.78% | Q4 2021 | Q3 2023 | 7 |
Stone House Investment Management, LLC | 7 | 7 | 0.20% | 1.14% | 1.41% | Q4 2021 | Q2 2023 | 7 |
Mizuho Trust & Banking Co., Ltd. | 4 | 3 | 0.37% | 2.15% | 5.03% | Q4 2017 | Q2 2020 | 7 |
Summit X, LLC | 7 | 7 | 0.12% | 0.32% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.16% | 0.64% | 0.94% | Q4 2013 | Q3 2023 | 7 |
Spectrum Planning & Advisory Services Inc. | 6 | 6 | 0.96% | 1.03% | 1.17% | Q3 2021 | Q4 2022 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
First Financial Bank - Trust Division | 6 | 6 | 1.07% | 2.15% | 2.71% | Q3 2022 | Q4 2023 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.06% | 0.11% | 0.15% | Q1 2022 | Q2 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Anchor Investment Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2023 | 6 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
OPPENHEIMER & CO INC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2022 | 6 |
Concorde Asset Management, LLC | 6 | 6 | 0.18% | 0.34% | 0.58% | Q1 2022 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.07% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
SigFig Wealth Management, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q2 2023 | 6 |
Eagle Ridge Investment Management | 6 | 6 | 0.05% | 0.06% | 0.08% | Q4 2016 | Q1 2018 | 6 |
WealthPLAN Partners, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q2 2023 | 6 |
Apeiron RIA LLC | 4 | 2 | 0.27% | 0.49% | 0.59% | Q4 2021 | Q2 2023 | 6 |
RHS Financial, LLC | 4 | 2 | 0.19% | 0.24% | 0.33% | Q3 2021 | Q3 2023 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Mayfair Advisory Group, LLC | 6 | 6 | 1.76% | 2.60% | 3.64% | Q2 2022 | Q3 2023 | 6 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 6 | 6 | 0.17% | 0.19% | 0.26% | Q1 2022 | Q2 2023 | 6 |
Argentus Capital Management, LLC | 5 | 1 | 0.01% | 0.17% | 0.83% | Q2 2014 | Q3 2016 | 6 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 6 |
Simplicity Solutions, LLC | 2 | 1 | 0.00% | 0.05% | 0.21% | Q1 2017 | Q2 2023 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.37% | 0.74% | 0.88% | Q2 2017 | Q3 2018 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MONEY CONCEPTS CAPITAL CORP | 4 | 2 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2022 | 6 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 6 |
Pettinga Financial Advisors LLC | 6 | 6 | 0.57% | 1.11% | 1.44% | Q1 2022 | Q2 2023 | 6 |
Westside Investment Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2020 | 6 |
Keystone Wealth Services, LLC | 6 | 6 | 0.28% | 0.36% | 0.56% | Q1 2022 | Q2 2023 | 6 |
Visionary Wealth Advisors | 5 | 1 | 0.02% | 0.08% | 0.15% | Q4 2019 | Q4 2021 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2020 | 6 |
Wealth Alliance | 6 | 6 | 0.23% | 0.28% | 0.33% | Q1 2022 | Q2 2023 | 6 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 6 |
GRIES FINANCIAL LLC | 5 | 1 | 0.14% | 1.15% | 1.71% | Q1 2022 | Q3 2023 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 6 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.01% | 0.14% | 0.61% | Q3 2019 | Q3 2023 | 6 |
Mount Yale Investment Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Keebeck Wealth Management, LLC | 6 | 6 | 0.10% | 0.14% | 0.17% | Q2 2022 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.16% | 0.36% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Tri-Star Advisors Inc. | 6 | 6 | 0.16% | 1.15% | 3.45% | Q3 2021 | Q4 2022 | 6 |
Faithward Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
PFG Advisors | 5 | 5 | 0.06% | 0.11% | 0.16% | Q3 2022 | Q3 2023 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.02% | 0.10% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 5 |
TrinityPoint Wealth, LLC | 5 | 5 | 0.19% | 0.32% | 0.45% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.08% | 0.47% | 0.81% | Q4 2021 | Q3 2023 | 5 |
Annex Advisory Services, LLC | 5 | 5 | 0.40% | 4.43% | 5.71% | Q3 2022 | Q3 2023 | 5 |
Hanlon Investment Management, Inc. | 5 | 5 | 0.06% | 0.10% | 0.13% | Q2 2022 | Q2 2023 | 5 |
Clean Yield Group | 4 | 1 | 0.00% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 5 |
TRUE Private Wealth Advisors | 5 | 5 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q2 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Marcum Wealth, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Sovereign Financial Group, Inc. | 4 | 1 | 0.08% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 5 |
WFG Advisors, LP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 5 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.46% | 1.50% | 2.07% | Q3 2015 | Q3 2017 | 5 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.12% | 0.48% | 0.74% | Q3 2021 | Q2 2023 | 5 |
LexAurum Advisors, LLC | 4 | 1 | 0.08% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 5 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.15% | 0.63% | Q3 2018 | Q3 2023 | 5 |
SG Americas Securities, LLC | 3 | 2 | 0.00% | 0.06% | 0.17% | Q1 2016 | Q4 2019 | 5 |
ShoreHaven Wealth Partners, LLC | 4 | 1 | 0.68% | 0.96% | 1.31% | Q2 2022 | Q3 2023 | 5 |
SUTTON PLACE INVESTORS LLC | 4 | 1 | 0.33% | 0.39% | 0.46% | Q4 2021 | Q2 2023 | 5 |
Connectus Wealth, LLC | 5 | 5 | 0.03% | 0.07% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Successful Portfolios LLC | 5 | 5 | 0.22% | 0.28% | 0.41% | Q1 2022 | Q1 2023 | 5 |
Tidal Investments LLC | 5 | 5 | 0.18% | 0.24% | 0.39% | Q1 2022 | Q1 2023 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AVALON CAPITAL MANAGEMENT | 3 | 1 | 6.56% | 9.80% | 16.33% | Q1 2018 | Q3 2023 | 5 |
NATIONAL PLANNING CORP | 4 | 1 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q3 2016 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
BAILARD, INC. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
FLC Capital Advisors | 5 | 5 | 0.07% | 0.58% | 0.92% | Q3 2021 | Q3 2022 | 5 |
Intellectus Partners, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.16% | 0.22% | Q3 2021 | Q3 2022 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Buttonwood Financial Group, LLC | 5 | 5 | 1.03% | 2.90% | 3.95% | Q1 2022 | Q1 2023 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Bluefin Trading, LLC | 4 | 1 | 0.13% | 0.44% | 0.81% | Q2 2013 | Q1 2015 | 5 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.16% | 0.22% | Q4 2021 | Q2 2023 | 5 |
IFG Advisory, LLC | 4 | 1 | 0.02% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 5 |
Allianz Asset Management GmbH | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2022 | 4 |
Sentinus, LLC | 4 | 4 | 0.43% | 0.66% | 0.94% | Q3 2022 | Q2 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
MUFG Americas Holdings Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2013 | 4 |
Benedetti & Gucer, Inc. | 4 | 4 | 1.16% | 2.61% | 3.34% | Q4 2022 | Q3 2023 | 4 |
Ferguson Shapiro LLC | 4 | 4 | 12.10% | 18.36% | 24.47% | Q4 2019 | Q3 2020 | 4 |
Clearstead Trust, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 4 |
BEAM WEALTH ADVISORS, INC. | 4 | 4 | 2.57% | 3.35% | 4.80% | Q4 2022 | Q3 2023 | 4 |
Knowledge Leaders Capital, LLC | 2 | 1 | 0.11% | 1.35% | 3.48% | Q1 2016 | Q3 2017 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.23% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.02% | 0.05% | 0.08% | Q3 2015 | Q2 2016 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Swan Global Investments, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2016 | Q4 2016 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 1.02% | 1.51% | 1.99% | Q1 2019 | Q4 2019 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Private Advisory Group LLC | 3 | 1 | 0.22% | 0.29% | 0.37% | Q2 2020 | Q3 2022 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Horizon Investments, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q2 2016 | 4 |
Goelzer Investment Management, Inc. | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Arlington Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.01% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
RS CRUM INC. | 4 | 4 | 2.75% | 3.16% | 3.67% | Q4 2022 | Q3 2023 | 4 |
ASB Consultores, LLC | 4 | 4 | 0.16% | 0.35% | 0.82% | Q3 2022 | Q2 2023 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Spectrum Management Group, LLC | 3 | 1 | 0.06% | 0.19% | 0.34% | Q3 2021 | Q3 2022 | 4 |
New Potomac Partners, LLC | 4 | 4 | 0.93% | 1.09% | 1.16% | Q4 2022 | Q3 2023 | 4 |
MCF Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Vista Private Wealth Partners. LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Parcion Private Wealth LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BerganKDV Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Klaas Financial Asset Advisors, LLC | 4 | 4 | 0.15% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Private Capital Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.07% | Q3 2021 | Q2 2022 | 4 |
Forum Financial Management, LP | 4 | 4 | 14.06% | 16.78% | 19.34% | Q4 2022 | Q3 2023 | 4 |
Detalus Advisors, LLC | 4 | 4 | 1.13% | 1.29% | 1.50% | Q3 2022 | Q2 2023 | 4 |
MA Private Wealth | 4 | 4 | 0.64% | 1.95% | 2.70% | Q4 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 3 | 1 | 0.01% | 0.17% | 0.51% | Q4 2018 | Q3 2023 | 4 |
MinichMacGregor Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.09% | 0.30% | 0.39% | Q4 2022 | Q3 2023 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 4 | 0.18% | 0.24% | 0.30% | Q3 2015 | Q2 2016 | 4 |
Brinker Capital Investments, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.01% | 0.11% | 0.31% | Q4 2022 | Q3 2023 | 4 |
BlackRock Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 0.12% | 2.27% | 4.87% | Q4 2022 | Q3 2023 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 2.20% | 2.60% | 2.94% | Q4 2022 | Q3 2023 | 4 |
Members Advisory Group LLC | 4 | 4 | 9.70% | 10.37% | 10.86% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 4 |
W.H. Cornerstone Investments Inc. | 4 | 4 | 0.41% | 0.48% | 0.61% | Q3 2022 | Q2 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CABANA LLC | 1 | 1 | 0.02% | 0.07% | 0.16% | Q4 2018 | Q2 2020 | 3 |
Hoxton Planning & Management, LLC | 3 | 3 | 0.61% | 0.77% | 0.97% | Q4 2022 | Q2 2023 | 3 |
Clarus Wealth Advisors | 3 | 3 | 1.32% | 1.36% | 1.40% | Q4 2022 | Q2 2023 | 3 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2019 | Q3 2019 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 3 |
Stadion Money Management, LLC | 3 | 3 | 0.17% | 0.29% | 0.53% | Q2 2013 | Q4 2013 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 3 | 0.28% | 0.39% | 0.46% | Q4 2022 | Q2 2023 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Colonial Trust Co / SC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 3 |
Dentgroup LLC | 3 | 3 | 0.31% | 0.33% | 0.34% | Q4 2022 | Q2 2023 | 3 |
VALLEY NATIONAL ADVISERS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 3 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q1 2023 | 3 |
Mendel Capital Management LLC | 3 | 3 | 0.19% | 0.55% | 0.74% | Q1 2023 | Q3 2023 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.68% | 0.85% | 0.96% | Q1 2021 | Q3 2021 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
LVW Advisors, LLC | 3 | 3 | 0.51% | 0.52% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Financial & Tax Architects, LLC | 2 | 1 | 0.64% | 0.76% | 0.86% | Q3 2021 | Q2 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 3 |
J. W. Coons Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Van Hulzen Asset Management, LLC | 3 | 3 | 0.12% | 0.43% | 0.62% | Q1 2022 | Q3 2022 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MOTCO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Northwest Capital Management Inc | 2 | 1 | 0.00% | 0.04% | 0.11% | Q2 2022 | Q3 2023 | 3 |
CBIZ Investment Advisory Services, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Williams Financial, LLC | 2 | 1 | 0.52% | 1.12% | 1.44% | Q1 2022 | Q2 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Copperleaf Capital, LLC | 3 | 3 | 0.63% | 1.08% | 1.72% | Q4 2022 | Q2 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.00% | 0.24% | 0.44% | Q1 2023 | Q3 2023 | 3 |
SPC Financial, Inc. | 1 | 1 | 0.22% | 0.30% | 0.36% | Q3 2020 | Q2 2023 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.13% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Golden State Equity Partners | 3 | 3 | 0.79% | 1.34% | 2.23% | Q1 2023 | Q3 2023 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 | 3 | 0.37% | 0.46% | 0.50% | Q4 2022 | Q2 2023 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.02% | 0.08% | 0.13% | Q1 2016 | Q3 2016 | 3 |
AdvisorShares Investments LLC | 3 | 3 | 0.02% | 0.10% | 0.14% | Q3 2020 | Q1 2021 | 3 |
NorthCoast Asset Management LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q3 2018 | Q1 2019 | 3 |
Vertex Planning Partners, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
RCS Financial Planning, LLC | 3 | 3 | 0.38% | 0.40% | 0.43% | Q4 2022 | Q2 2023 | 3 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2014 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.11% | 0.21% | Q4 2022 | Q3 2023 | 3 |
Beacon Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 3.31% | 3.51% | 3.84% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.02% | 0.09% | 0.19% | Q4 2022 | Q3 2023 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
REGIMEN WEALTH, LLC | 3 | 3 | 0.20% | 0.31% | 0.40% | Q4 2022 | Q2 2023 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.04% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.15% | 0.22% | 0.34% | Q4 2022 | Q2 2023 | 3 |
Hilltop Holdings Inc. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 3 |
Savior LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Fiduciary Alliance LLC | 2 | 1 | 0.00% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Beacon Bridge Wealth Partners, LLC | 3 | 3 | 0.12% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Private Portfolio Partners LLC | 2 | 1 | 0.16% | 0.21% | 0.28% | Q2 2021 | Q2 2022 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 1.42% | 2.24% | 3.55% | Q1 2023 | Q3 2023 | 3 |
StoneX Group Inc. | 3 | 3 | 0.10% | 0.14% | 0.19% | Q1 2020 | Q3 2020 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 1.16% | 1.19% | 1.24% | Q2 2020 | Q4 2020 | 3 |
Park Place Capital Corp | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Noven Financial Group, Inc. | 1 | 1 | 1.11% | 10.04% | 18.86% | Q3 2014 | Q1 2020 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Procyon Advisors, LLC | 2 | 1 | 0.01% | 0.27% | 0.78% | Q1 2020 | Q4 2022 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.06% | 0.13% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.30% | 0.57% | 0.73% | Q3 2022 | Q1 2023 | 3 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.09% | 0.20% | Q3 2013 | Q4 2019 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Financial Architects, Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Wealth Advisory Solutions, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q1 2023 | 3 |
Essex Financial Services, Inc. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Centurion Wealth Management LLC | 3 | 3 | 0.50% | 0.55% | 0.62% | Q4 2022 | Q2 2023 | 3 |
FFG RETIREMENT ADVISORS LLC | 3 | 3 | 0.90% | 0.96% | 1.02% | Q4 2022 | Q2 2023 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
AVAII WEALTH MANAGEMENT, LLC | 3 | 3 | 2.13% | 2.25% | 2.40% | Q1 2023 | Q3 2023 | 3 |
LINCOLN CAPITAL CORP | 2 | 1 | 1.61% | 1.74% | 1.82% | Q3 2020 | Q3 2023 | 3 |
Strid Group, LLC | 3 | 3 | 4.96% | 6.14% | 8.26% | Q4 2015 | Q2 2016 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Beaumont Capital Management, LLC | 2 | 1 | 0.30% | 0.50% | 0.89% | Q4 2020 | Q1 2022 | 3 |
Bigelow Investment Advisors, LLC | 3 | 3 | 0.19% | 0.25% | 0.33% | Q4 2017 | Q2 2018 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.22% | 0.28% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.38% | 0.43% | 0.49% | Q3 2022 | Q4 2022 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 6.77% | 7.00% | 7.24% | Q2 2023 | Q3 2023 | 2 |
EWG Elevate Inc. | 2 | 2 | 0.00% | 5.07% | 10.15% | Q3 2022 | Q4 2022 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.13% | 0.27% | 0.42% | Q1 2023 | Q2 2023 | 2 |
Shelter Mutual Insurance Co | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.15% | 0.27% | 0.39% | Q2 2014 | Q3 2023 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q1 2023 | Q2 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.35% | 0.38% | 0.42% | Q2 2023 | Q3 2023 | 2 |
SCS Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
JT Stratford LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Belvedere Advisors LLC | 2 | 2 | 0.18% | 0.70% | 1.22% | Q1 2019 | Q2 2019 | 2 |
Range Financial Group LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q2 2023 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
AdvicePeriod, LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q2 2018 | Q3 2018 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Sierra Capital LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Affinity Capital Advisors, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
CMH Wealth Management LLC | 1 | 1 | 2.13% | 2.47% | 2.82% | Q4 2020 | Q1 2022 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Legacy Financial Group LLC | 2 | 2 | 0.00% | 0.21% | 0.42% | Q2 2023 | Q3 2023 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
Tempus Wealth Planning, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
USCA RIA LLC | 2 | 2 | 3.22% | 3.30% | 3.38% | Q1 2016 | Q2 2016 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2016 | Q2 2016 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Strategic Investment Advisors / MI | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.29% | 2.47% | 4.65% | Q1 2020 | Q2 2020 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.29% | 0.32% | 0.36% | Q3 2022 | Q4 2022 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Orion Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Scarborough Advisors, LLC | 2 | 2 | 2.04% | 2.07% | 2.10% | Q3 2022 | Q4 2022 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.08% | 0.18% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Aurora Private Wealth, Inc. | 2 | 2 | 0.31% | 0.36% | 0.40% | Q1 2023 | Q2 2023 | 2 |
M Financial Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.52% | 0.53% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
F3Logic, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cresta Advisors, Ltd. | 2 | 2 | 3.31% | 3.38% | 3.45% | Q2 2023 | Q3 2023 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q4 2022 | 2 |
Chevy Chase Trust Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Wayfinding Financial, LLC | 2 | 2 | 0.28% | 0.28% | 0.29% | Q2 2023 | Q3 2023 | 2 |
HYA Advisors, Inc | 2 | 2 | 0.52% | 1.09% | 1.65% | Q1 2022 | Q2 2022 | 2 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.49% | 0.98% | Q1 2016 | Q2 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Essex Savings Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 0.21% | 0.24% | 0.28% | Q4 2015 | Q1 2016 | 2 |
Biltmore Capital Advisors LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.09% | 0.12% | 0.16% | Q2 2023 | Q3 2023 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 2.24% | 2.41% | 2.58% | Q2 2022 | Q3 2022 | 2 |
ACG Wealth | 2 | 2 | 0.00% | 0.07% | 0.14% | Q2 2022 | Q3 2022 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2015 | Q3 2015 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Choate Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CHOREO, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
FIFTH THIRD SECURITIES, INC. | 2 | 2 | 0.97% | 0.98% | 0.98% | Q4 2021 | Q1 2022 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.33% | 0.42% | 0.52% | Q1 2020 | Q3 2020 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.02% | 0.06% | 0.09% | Q1 2023 | Q2 2023 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 0.64% | 0.68% | 0.71% | Q3 2021 | Q4 2021 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
KARLINSKI ANDREW C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Modus Advisors, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2023 | Q4 2023 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2023 | Q3 2023 | 1 |
Edmonds Duncan Registered Investment Advisors, LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q4 2022 | Q4 2022 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Axim Planning & Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2016 | Q4 2016 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2015 | Q3 2015 | 1 |
Lattice Strategies LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q2 2013 | Q2 2013 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2020 | Q2 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Marks Wealth, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2020 | Q4 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Certus Wealth Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q2 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Financial Services Advisory Inc | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2022 | Q4 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2016 | Q1 2016 | 1 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 4.26% | 4.26% | 4.26% | Q2 2020 | Q2 2020 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Columbia Trust Co 01012016 | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 3.09% | 3.09% | 3.09% | Q3 2023 | Q3 2023 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Del Mar Asset Management, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2021 | Q4 2021 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Freestate Advisors LLC | 1 | 1 | 7.75% | 7.75% | 7.75% | Q4 2018 | Q4 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Natixis Investment Managers International | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2015 | Q3 2015 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 4.26% | 4.26% | 4.26% | Q3 2023 | Q3 2023 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2022 | Q3 2022 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2023 | Q3 2023 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Rain Capital Management, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2021 | Q1 2021 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2021 | Q3 2021 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2018 | Q3 2018 | 1 |
Johnson Bixby & Associates, LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2023 | Q3 2023 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2016 | Q1 2016 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Harvest Portfolios Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2021 | Q3 2021 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2023 | Q3 2023 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
PFG Investments, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2023 | Q3 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Legacy Capital Partners, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2023 | Q1 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Western Financial Corp/CA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Prosperity Planning, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Arden Trust Co | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q4 2023 | 1 |
ADE, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JS Capital Management LLC | 1 | 1 | 2.84% | 2.84% | 2.84% | Q3 2021 | Q3 2021 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MCIA Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2022 | Q3 2022 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q3 2019 | Q3 2019 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.