Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 41 | 41 | 0.03% | 0.19% | 0.40% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 40 |
CITIGROUP INC | 38 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 36 |
M&T BANK CORP | 21 | 15 | 0.00% | 0.14% | 0.67% | Q3 2014 | Q3 2023 | 36 |
Cypress Capital Management LLC (WY) | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
HUNTINGTON NATIONAL BANK | 29 | 5 | 0.00% | 0.02% | 0.04% | Q3 2012 | Q3 2023 | 35 |
GOLDMAN SACHS GROUP INC | 22 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 33 |
CWM, LLC | 24 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.00% | 0.07% | 0.17% | Q4 2015 | Q3 2023 | 32 |
Wharton Business Group, LLC | 24 | 8 | 1.25% | 2.07% | 2.84% | Q3 2015 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 31 |
Private Advisor Group, LLC | 31 | 31 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.11% | 0.41% | Q4 2015 | Q3 2023 | 31 |
Creative Planning | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 31 |
BANK OF MONTREAL /CAN/ | 29 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
CAPTRUST FINANCIAL ADVISORS | 14 | 1 | 0.00% | 0.01% | 0.29% | Q1 2015 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.01% | 0.06% | 0.17% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Cetera Advisor Networks LLC | 29 | 29 | 0.01% | 0.05% | 0.17% | Q3 2016 | Q3 2023 | 29 |
Simplicity Solutions, LLC | 21 | 7 | 0.01% | 1.70% | 4.36% | Q3 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.16% | 2.08% | 3.36% | Q4 2016 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 23 | 4 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 7.18% | 9.56% | 12.12% | Q1 2017 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 27 | 27 | 0.02% | 0.08% | 0.20% | Q1 2017 | Q3 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.16% | 0.58% | Q4 2013 | Q3 2023 | 27 |
GenWealth Group, Inc. | 26 | 26 | 0.15% | 0.23% | 0.37% | Q2 2017 | Q3 2023 | 26 |
JPMORGAN CHASE & CO | 17 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.04% | 0.25% | 1.04% | Q2 2017 | Q3 2023 | 26 |
FMR LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.09% | 0.18% | 0.45% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 25 | 25 | 0.01% | 0.02% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Parkside Financial Bank & Trust | 25 | 25 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Cetera Advisors LLC | 24 | 1 | 0.01% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.08% | 0.16% | 0.49% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
FIFTH THIRD BANCORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 24 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 17 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 24 |
Prospera Financial Services Inc | 12 | 5 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 24 |
NORRIS PERNE & FRENCH LLP/MI | 24 | 24 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Stokes Capital Advisors, LLC | 23 | 23 | 1.11% | 2.38% | 2.95% | Q1 2018 | Q3 2023 | 23 |
BRYN MAWR TRUST Co | 23 | 23 | 0.01% | 1.14% | 3.92% | Q1 2018 | Q3 2023 | 23 |
First Heartland Consultants, Inc. | 12 | 1 | 0.01% | 0.16% | 0.44% | Q2 2013 | Q3 2023 | 23 |
SCOTIA CAPITAL INC. | 23 | 23 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2022 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 9 | 0.01% | 0.49% | 1.33% | Q4 2016 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.01% | 0.02% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Atlantic Union Bankshares Corp | 17 | 5 | 0.35% | 5.41% | 8.24% | Q1 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 21 | 1 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 22 |
Asset Dedication, LLC | 17 | 5 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 22 |
Financial Architects, Inc | 18 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2020 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.06% | 0.28% | Q3 2018 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.01% | 0.15% | 0.28% | Q4 2014 | Q4 2019 | 21 |
Tower Research Capital LLC (TRC) | 12 | 3 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 21 |
IHT Wealth Management, LLC | 19 | 2 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 21 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.96% | 2.98% | 4.83% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
NEXT Financial Group, Inc | 10 | 4 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 20 |
Gradient Investments LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
Brinker Capital Investments, LLC | 14 | 1 | 0.00% | 0.40% | 1.31% | Q2 2013 | Q4 2022 | 20 |
SEGALL BRYANT & HAMILL, LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Geneos Wealth Management Inc. | 19 | 19 | 0.00% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.07% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 19 |
Argent Trust Co | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 8 | 2 | 0.00% | 0.14% | 0.42% | Q4 2017 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
COLONY GROUP LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 18 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 18 |
Private Ocean, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
REGIONS FINANCIAL CORP | 12 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 18 |
US BANCORP \DE\ | 12 | 6 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 18 |
B. Riley Wealth Management, Inc. | 8 | 4 | 0.00% | 0.36% | 1.35% | Q1 2014 | Q2 2022 | 18 |
BlackRock Inc. | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.10% | 0.30% | 0.62% | Q1 2019 | Q3 2023 | 18 |
TIAA, FSB | 18 | 18 | 0.15% | 1.27% | 3.41% | Q1 2019 | Q2 2023 | 18 |
Advisory Services Network, LLC | 18 | 18 | 0.00% | 0.12% | 0.28% | Q2 2019 | Q3 2023 | 18 |
PACIFIC FINANCIAL GROUP INC | 13 | 4 | 0.24% | 0.96% | 3.27% | Q4 2018 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.96% | 2.23% | Q3 2019 | Q3 2023 | 17 |
Sigma Planning Corp | 17 | 17 | 0.01% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
STIFEL FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Sutton Wealth Advisors Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.61% | 0.71% | 0.86% | Q4 2019 | Q3 2023 | 16 |
SYNOVUS FINANCIAL CORP | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 4.83% | 6.61% | 7.61% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.14% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Total Clarity Wealth Management, Inc. | 16 | 16 | 0.10% | 0.21% | 0.32% | Q4 2019 | Q3 2023 | 16 |
IPG Investment Advisors LLC | 16 | 16 | 0.11% | 0.14% | 0.18% | Q4 2014 | Q3 2018 | 16 |
Cribstone Capital Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2020 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.06% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
LINCOLN NATIONAL CORP | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Voya Financial Advisors, Inc. | 16 | 16 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q1 2021 | 16 |
Dynamic Advisor Solutions LLC | 13 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 16 |
BOK Financial Private Wealth, Inc. | 14 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
Bank of New York Mellon Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Brookstone Capital Management | 11 | 4 | 0.01% | 0.09% | 0.20% | Q1 2019 | Q3 2023 | 15 |
WEST PACES ADVISORS INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.06% | 0.14% | Q2 2016 | Q4 2019 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.01% | 0.06% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Atria Investments, Inc | 11 | 2 | 0.02% | 0.06% | 0.22% | Q2 2017 | Q2 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Arkadios Wealth Advisors | 13 | 2 | 0.01% | 0.12% | 0.69% | Q4 2019 | Q3 2023 | 15 |
Meridian Wealth Management, LLC | 14 | 1 | 0.01% | 0.19% | 0.61% | Q2 2019 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Cetera Investment Advisers | 15 | 15 | 0.03% | 0.07% | 0.16% | Q1 2020 | Q3 2023 | 15 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.25% | 0.48% | Q2 2013 | Q4 2016 | 15 |
Summit Trail Advisors, LLC | 15 | 15 | 0.03% | 0.11% | 0.26% | Q1 2020 | Q3 2023 | 15 |
NBT BANK N A /NY | 14 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 3.43% | 6.80% | 13.54% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.07% | 0.15% | 0.51% | Q1 2020 | Q3 2023 | 15 |
Financial Partners Group, Inc | 14 | 14 | 0.74% | 1.04% | 1.35% | Q2 2020 | Q3 2023 | 14 |
Clarus Wealth Advisors | 14 | 14 | 0.01% | 0.22% | 0.37% | Q2 2018 | Q3 2021 | 14 |
FIRST CITIZENS BANK & TRUST CO | 14 | 14 | 6.95% | 17.79% | 25.08% | Q2 2020 | Q3 2023 | 14 |
Venture Visionary Partners LLC | 14 | 14 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Crumly & Associates Inc. | 14 | 14 | 1.43% | 6.25% | 13.37% | Q2 2020 | Q3 2023 | 14 |
FDx Advisors, Inc. | 8 | 2 | 0.01% | 0.03% | 0.18% | Q4 2016 | Q3 2022 | 14 |
Csenge Advisory Group | 14 | 14 | 0.04% | 0.12% | 0.67% | Q2 2020 | Q3 2023 | 14 |
Compton Wealth Advisory Group, LLC | 14 | 14 | 0.70% | 2.69% | 7.14% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.13% | 0.49% | Q2 2020 | Q3 2023 | 14 |
CHEMUNG CANAL TRUST CO | 14 | 14 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2023 | 14 |
IEQ CAPITAL, LLC | 11 | 2 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 13 |
First Allied Advisory Services, Inc. | 6 | 3 | 0.01% | 0.06% | 0.14% | Q2 2014 | Q3 2020 | 13 |
CITY HOLDING CO | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q2 2016 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Cornerstone Wealth Management, LLC | 13 | 13 | 0.14% | 0.52% | 0.79% | Q1 2017 | Q1 2020 | 13 |
Vantage Investment Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2018 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.11% | 0.15% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Gratus Capital, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Legacy Wealth Planning, LLC | 12 | 12 | 3.39% | 4.68% | 5.99% | Q4 2019 | Q3 2022 | 12 |
NinePointTwo Capital LLC | 12 | 12 | 0.80% | 0.99% | 1.18% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 9 | 1 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 12 |
Fluent Financial, LLC | 12 | 12 | 0.33% | 1.38% | 2.20% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 4 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 12 |
DARRELL & KING LLC | 12 | 12 | 0.05% | 0.07% | 0.10% | Q4 2015 | Q3 2018 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 12 |
ProVise Management Group, LLC | 12 | 12 | 0.04% | 0.41% | 1.09% | Q4 2020 | Q3 2023 | 12 |
WBH ADVISORY INC | 9 | 3 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.46% | 0.74% | 1.14% | Q4 2020 | Q3 2023 | 12 |
VOYA INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL COUNSELORS INC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Strategic Equity Management | 12 | 12 | 0.49% | 6.68% | 15.58% | Q4 2020 | Q3 2023 | 12 |
Round Rock Advisors, LLC | 12 | 12 | 0.20% | 0.30% | 0.47% | Q4 2020 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 7 | 1 | 0.04% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 3.24% | 6.68% | 11.88% | Q4 2020 | Q3 2023 | 12 |
Samalin Investment Counsel, LLC | 12 | 12 | 0.70% | 0.90% | 1.30% | Q4 2020 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.29% | 0.63% | 1.04% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.20% | 0.31% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Kore Private Wealth LLC | 11 | 11 | 0.08% | 0.13% | 0.19% | Q1 2020 | Q3 2022 | 11 |
BB&T SECURITIES, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2019 | 11 |
CYPRESS CAPITAL MANAGEMENT LLC | 11 | 11 | 2.43% | 2.59% | 2.75% | Q1 2020 | Q3 2022 | 11 |
Lloyd Advisory Services, LLC. | 11 | 11 | 0.38% | 0.74% | 2.39% | Q4 2019 | Q2 2022 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 2 | 0.02% | 0.33% | 2.18% | Q4 2016 | Q3 2019 | 11 |
Burns Matteson Capital Management, LLC | 11 | 11 | 1.75% | 2.31% | 3.40% | Q4 2020 | Q2 2023 | 11 |
Tranquility Partners, LLC | 11 | 11 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q2 2023 | 11 |
Empire Life Investments Inc. | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
MAI Capital Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CREDIT SUISSE AG/ | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Keel Point, LLC | 11 | 11 | 0.04% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.02% | 0.05% | 0.15% | Q4 2020 | Q3 2023 | 11 |
WealthTrust Fairport, LLC | 11 | 11 | 0.03% | 0.03% | 0.06% | Q4 2015 | Q2 2018 | 11 |
GPS Wealth Strategies Group, LLC | 8 | 3 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 10 | 10 | 0.03% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 10 |
HM PAYSON & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
JSF Financial, LLC | 9 | 1 | 0.12% | 1.01% | 2.36% | Q4 2018 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.02% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Darwin Wealth Management, LLC | 10 | 10 | 0.09% | 0.77% | 1.55% | Q2 2021 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.01% | 0.05% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Bedel Financial Consulting, Inc. | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Lindbrook Capital, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HMS Capital Management, LLC | 10 | 10 | 0.13% | 0.54% | 2.50% | Q4 2018 | Q1 2021 | 10 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 10 |
Timber Hill LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.98% | 2.61% | Q4 2020 | Q3 2023 | 10 |
McAdam, LLC | 10 | 10 | 0.06% | 0.43% | 0.88% | Q2 2021 | Q3 2023 | 10 |
Certified Advisory Corp | 9 | 1 | 0.01% | 0.36% | 0.80% | Q1 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 8 | 2 | 0.00% | 0.23% | 0.78% | Q1 2020 | Q3 2023 | 10 |
WealthShield Partners, LLC | 5 | 1 | 0.01% | 0.08% | 0.24% | Q3 2019 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.02% | 0.22% | 0.39% | Q3 2021 | Q3 2023 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 9 | 9 | 2.26% | 3.10% | 5.85% | Q4 2014 | Q4 2016 | 9 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.48% | 3.34% | Q4 2016 | Q2 2023 | 9 |
M Holdings Securities, Inc. | 5 | 1 | 0.03% | 0.05% | 0.07% | Q3 2014 | Q2 2022 | 9 |
Laurel Wealth Advisors, Inc. | 5 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.17% | 0.19% | 0.28% | Q1 2020 | Q1 2022 | 9 |
Alpha Omega Wealth Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 9 |
ArchPoint Investors | 9 | 9 | 0.07% | 0.11% | 0.19% | Q1 2019 | Q1 2021 | 9 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.01% | 0.06% | 0.15% | Q2 2014 | Q3 2023 | 9 |
Mirador Capital Partners LP | 9 | 9 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q3 2022 | 9 |
TNF LLC | 9 | 9 | 0.37% | 0.42% | 0.48% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
EPG Wealth Management LLC | 4 | 2 | 0.03% | 0.09% | 0.21% | Q1 2020 | Q3 2023 | 9 |
Waldron Private Wealth LLC | 9 | 9 | 0.06% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
GeoWealth Management, LLC | 4 | 1 | 0.00% | 0.19% | 0.97% | Q3 2019 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q1 2023 | 9 |
Dana Investment Advisors, Inc. | 5 | 1 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 9 |
Truvestments Capital LLC | 9 | 9 | 0.09% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Main Street Research LLC | 8 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2022 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 1.24% | 1.52% | 2.13% | Q3 2021 | Q3 2023 | 9 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 9 | 9 | 0.02% | 0.13% | 0.50% | Q3 2021 | Q3 2023 | 9 |
NWAM LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 9 |
Redhawk Wealth Advisors, Inc. | 8 | 8 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q1 2022 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.05% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 1.29% | 1.63% | 2.26% | Q4 2021 | Q3 2023 | 8 |
Archford Capital Strategies, LLC | 8 | 8 | 0.06% | 0.15% | 0.22% | Q3 2021 | Q2 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.79% | 3.18% | 4.98% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.06% | 0.10% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Latitude Advisors, LLC | 8 | 8 | 0.30% | 0.56% | 0.69% | Q4 2021 | Q3 2023 | 8 |
FORTE CAPITAL LLC /ADV | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.28% | 0.48% | 1.37% | Q4 2021 | Q3 2023 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 1.50% | 3.37% | 5.20% | Q4 2021 | Q3 2023 | 8 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
MURPHY CAPITAL MANAGEMENT INC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
Aspire Capital Advisors LLC | 8 | 8 | 5.05% | 11.28% | 36.51% | Q4 2021 | Q3 2023 | 8 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 8 | 8 | 0.09% | 0.24% | 0.53% | Q2 2020 | Q1 2022 | 8 |
New England Private Wealth Advisors LLC | 5 | 3 | 0.14% | 0.22% | 0.27% | Q1 2021 | Q3 2023 | 8 |
Sandy Spring Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.21% | 0.36% | 0.58% | Q4 2021 | Q3 2023 | 8 |
AFT, FORSYTH & COMPANY, INC. | 4 | 2 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 8 |
Bartlett & Co. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
NATIONAL PLANNING CORP | 6 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q4 2015 | 8 |
GLENMEDE TRUST CO NA | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 8 |
Mason & Associates Inc | 8 | 8 | 0.07% | 1.77% | 7.05% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.67% | 1.04% | 1.62% | Q4 2021 | Q3 2023 | 8 |
BEAM WEALTH ADVISORS, INC. | 8 | 8 | 0.78% | 1.18% | 1.43% | Q4 2019 | Q3 2021 | 8 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Kohmann Bosshard Financial Services, LLC | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
COZAD ASSET MANAGEMENT INC | 7 | 7 | 0.04% | 0.13% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Valmark Advisers, Inc. | 7 | 7 | 0.15% | 0.23% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Stewardship Advisors, LLC | 7 | 7 | 0.59% | 1.59% | 3.08% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 7 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.01% | 0.05% | 0.26% | Q2 2018 | Q4 2021 | 7 |
Ancora Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
9258 Wealth Management, LLC | 7 | 7 | 0.09% | 1.34% | 2.88% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 1 | 0.01% | 0.20% | 1.27% | Q4 2019 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.07% | 0.14% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 6 | 1 | 0.00% | 1.47% | 3.67% | Q4 2018 | Q3 2023 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Hilltop Holdings Inc. | 5 | 2 | 0.04% | 0.51% | 1.48% | Q3 2019 | Q3 2023 | 7 |
LEO BROKERAGE, LLC | 2 | 1 | 0.06% | 0.63% | 1.93% | Q4 2020 | Q2 2023 | 7 |
STEEL GROVE CAPITAL ADVISORS, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q4 2018 | 7 |
Fermata Advisors, LLC | 6 | 1 | 0.09% | 0.33% | 0.79% | Q3 2021 | Q3 2023 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Biltmore Capital Advisors LLC | 7 | 7 | 0.10% | 0.11% | 0.13% | Q2 2020 | Q4 2021 | 7 |
ACG Wealth | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q4 2019 | 7 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q3 2017 | 7 |
FundX Investment Group, LLC | 7 | 7 | 0.33% | 5.24% | 10.38% | Q2 2020 | Q4 2021 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
One Capital Management, LLC | 7 | 7 | 0.22% | 0.67% | 1.75% | Q1 2022 | Q3 2023 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q3 2023 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 6 | 1 | 0.27% | 0.58% | 0.90% | Q4 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 7 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.11% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
WELCH & FORBES LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2021 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
Rodgers & Associates, LTD | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Principle Wealth Partners LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2021 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.97% | 3.85% | 6.14% | Q1 2022 | Q2 2023 | 6 |
UBS AG | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q1 2019 | 6 |
Mutual Advisors, LLC | 6 | 6 | 0.03% | 0.12% | 0.30% | Q4 2018 | Q1 2020 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TOMPKINS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
JAMES INVESTMENT RESEARCH INC | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q1 2023 | 6 |
Advisory Alpha, LLC | 4 | 2 | 0.02% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Larson Financial Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 6 |
Wealthcare Advisory Partners LLC | 6 | 6 | 0.58% | 0.71% | 0.89% | Q2 2022 | Q3 2023 | 6 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.06% | 0.28% | 1.28% | Q1 2018 | Q1 2022 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Revolve Wealth Partners, LLC | 6 | 6 | 0.07% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
New Millennium Group LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Curi Wealth Management, LLC | 6 | 6 | 0.04% | 0.08% | 0.14% | Q1 2021 | Q2 2022 | 6 |
Lenox Wealth Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q2 2016 | 6 |
WIN ADVISORS, INC | 4 | 1 | 0.00% | 0.68% | 2.92% | Q4 2021 | Q1 2023 | 5 |
FIRST NATIONAL BANK OF OMAHA | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Sandy Cove Advisors, LLC | 3 | 2 | 0.13% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.71% | 1.16% | 1.62% | Q3 2022 | Q3 2023 | 5 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5 | 5 | 0.49% | 9.02% | 14.20% | Q4 2019 | Q4 2020 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 5 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.01% | 0.87% | 2.19% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.90% | 1.18% | 1.42% | Q4 2022 | Q4 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.37% | 0.51% | 0.66% | Q4 2021 | Q4 2022 | 5 |
Sequent Asset Management, LLC | 5 | 5 | 0.19% | 0.23% | 0.28% | Q3 2021 | Q3 2022 | 5 |
WMS Partners, LLC | 3 | 2 | 0.02% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 5 |
Simplicity Wealth,LLC | 5 | 5 | 0.43% | 8.06% | 10.51% | Q3 2022 | Q3 2023 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.05% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
PFG Advisors | 5 | 5 | 0.02% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Apexium Financial, LP | 5 | 5 | 0.33% | 0.45% | 0.56% | Q3 2022 | Q3 2023 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 5 | 0.16% | 0.29% | 0.47% | Q2 2019 | Q2 2020 | 5 |
SG Americas Securities, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.24% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Integrated Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Empowered Funds, LLC | 3 | 2 | 0.97% | 2.05% | 4.00% | Q2 2020 | Q1 2022 | 5 |
INTREPID CAPITAL MANAGEMENT INC | 5 | 5 | 0.24% | 0.32% | 0.50% | Q3 2022 | Q3 2023 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 5 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2014 | Q1 2015 | 4 |
Halpern Financial, Inc. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2020 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 14.11% | 16.28% | 18.12% | Q4 2022 | Q3 2023 | 4 |
LifePlan Financial Group, Inc | 4 | 4 | 0.02% | 0.06% | 0.13% | Q4 2019 | Q3 2020 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.02% | 0.07% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Fulcrum Equity Management | 2 | 1 | 0.99% | 1.93% | 3.03% | Q3 2020 | Q3 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.80% | 0.86% | 0.94% | Q4 2022 | Q3 2023 | 4 |
EWG Elevate Inc. | 2 | 1 | 0.40% | 1.38% | 3.65% | Q3 2020 | Q3 2023 | 4 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2022 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2017 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 1.37% | 5.67% | 10.55% | Q4 2022 | Q3 2023 | 4 |
American Trust | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Wolf Group Capital Advisors | 4 | 4 | 2.22% | 2.62% | 2.88% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 1.15% | 2.47% | 2.98% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.20% | 0.80% | Q4 2022 | Q3 2023 | 4 |
K.J. Harrison & Partners Inc | 2 | 1 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q2 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.25% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies, Inc. | 3 | 1 | 0.44% | 1.21% | 2.82% | Q1 2020 | Q3 2023 | 4 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q4 2021 | 4 |
Horizon Investments, LLC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Proficio Capital Partners LLC | 1 | 1 | 0.84% | 2.21% | 3.24% | Q3 2019 | Q2 2023 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.43% | 0.68% | 0.94% | Q3 2017 | Q2 2018 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.13% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 2.03% | 2.43% | 2.76% | Q4 2022 | Q3 2023 | 4 |
Whelan Financial | 4 | 4 | 0.58% | 0.66% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Betterment LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.76% | 0.90% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 2.26% | 2.54% | 2.83% | Q4 2022 | Q3 2023 | 4 |
Truadvice, LLC | 4 | 4 | 0.22% | 0.38% | 0.80% | Q3 2020 | Q2 2021 | 4 |
Triumph Capital Management | 4 | 4 | 0.95% | 1.19% | 1.59% | Q2 2021 | Q1 2022 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Old North State Trust, LLC | 4 | 4 | 0.03% | 0.07% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Tidal Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Elevated Capital Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 2.32% | 4.66% | 6.39% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Financial Council Asset Management Inc | 3 | 3 | 0.26% | 0.30% | 0.33% | Q3 2021 | Q1 2022 | 3 |
MERIDIAN MANAGEMENT CO | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.60% | 0.92% | 1.52% | Q4 2022 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.68% | 0.69% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Wealth & Pension Services Group, Inc. | 3 | 3 | 0.37% | 0.37% | 0.38% | Q1 2019 | Q3 2019 | 3 |
Vantage Financial Partners, LLC | 3 | 3 | 2.33% | 2.48% | 2.64% | Q1 2023 | Q3 2023 | 3 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 1.82% | 1.87% | 1.90% | Q4 2020 | Q2 2021 | 3 |
Confluence Wealth Services, Inc. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 3 |
Gleason Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
SURIENCE PRIVATE WEALTH LLC | 2 | 1 | 6.11% | 15.24% | 20.21% | Q4 2021 | Q3 2023 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Clarity Financial LLC | 3 | 3 | 0.20% | 0.29% | 0.38% | Q2 2021 | Q4 2021 | 3 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.05% | 1.10% | 1.68% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.35% | 0.38% | 0.40% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q3 2016 | 3 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 3 |
Key FInancial Inc | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.35% | 0.38% | 0.41% | Q1 2023 | Q3 2023 | 3 |
D.A. DAVIDSON & CO. | 2 | 1 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q4 2018 | 3 |
WJ Wealth Management, LLC | 3 | 3 | 2.53% | 4.58% | 5.92% | Q1 2023 | Q3 2023 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.90% | 1.13% | 1.56% | Q1 2023 | Q3 2023 | 3 |
TruWealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
TRUE Private Wealth Advisors | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.13% | 0.15% | 0.17% | Q4 2017 | Q2 2018 | 3 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 1 | 0.03% | 0.03% | 0.05% | Q2 2018 | Q1 2019 | 3 |
Meridian Financial Partners LLC | 1 | 1 | 0.41% | 1.40% | 2.23% | Q4 2021 | Q2 2023 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Leeward Financial Partners, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.03% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 2 | 1 | 0.07% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.29% | 0.32% | 0.35% | Q1 2023 | Q3 2023 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.41% | 0.45% | 0.48% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q4 2013 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Hefty Wealth Partners | 2 | 2 | 0.34% | 0.66% | 0.97% | Q4 2015 | Q1 2016 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Pegasus Partners Ltd. | 2 | 2 | 0.50% | 1.58% | 2.66% | Q2 2023 | Q3 2023 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q3 2020 | Q4 2020 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
BMS Financial Advisors, LLC | 2 | 2 | 2.52% | 3.48% | 4.45% | Q1 2023 | Q2 2023 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Retireful, LLC | 1 | 1 | 0.27% | 2.93% | 5.60% | Q1 2022 | Q1 2023 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 7.61% | 8.05% | 8.50% | Q4 2019 | Q1 2020 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.04% | 0.08% | 0.11% | Q1 2023 | Q2 2023 | 2 |
CMC Financial Group | 2 | 2 | 10.77% | 13.51% | 16.24% | Q2 2020 | Q3 2020 | 2 |
Aveo Capital Partners, LLC | 1 | 1 | 0.34% | 0.42% | 0.48% | Q4 2019 | Q3 2020 | 2 |
Oak Harvest Investment Services | 2 | 2 | 0.05% | 0.09% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 7.91% | 8.22% | 8.54% | Q2 2023 | Q3 2023 | 2 |
SigFig Wealth Management, LLC | 2 | 2 | 0.27% | 0.30% | 0.33% | Q1 2023 | Q2 2023 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 7.78% | 7.84% | 7.90% | Q2 2023 | Q3 2023 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.06% | 0.40% | 0.74% | Q2 2020 | Q4 2021 | 2 |
Benchmark Financial Wealth Advisors, LLC | 2 | 2 | 0.50% | 1.09% | 1.68% | Q2 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 1.48% | 1.74% | 2.00% | Q4 2019 | Q1 2020 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 2.32% | 2.45% | 2.58% | Q1 2023 | Q2 2023 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.07% | 0.14% | Q3 2011 | Q1 2018 | 2 |
Summit X, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 2 |
Starfire Investment Advisers, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2019 | Q2 2019 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Intrua Financial, LLC | 1 | 1 | 0.04% | 0.32% | 0.61% | Q2 2020 | Q4 2021 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.46% | 0.80% | 1.14% | Q2 2023 | Q3 2023 | 2 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 1.83% | 1.88% | 1.94% | Q1 2020 | Q2 2020 | 2 |
True Capital Management | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q1 2023 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.07% | 0.13% | Q1 2020 | Q4 2020 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
West Branch Capital LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Sovereign Financial Group, Inc. | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 9.52% | 9.64% | 9.76% | Q2 2023 | Q3 2023 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.39% | 0.40% | 0.41% | Q1 2023 | Q2 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q4 2021 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GRIMES & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 3.34% | 3.34% | 3.34% | Q3 2023 | Q3 2023 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2018 | Q4 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
Elevation Capital Advisory, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wick Capital Partners, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
Select Asset Management & Trust | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2023 | Q2 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2022 | Q3 2022 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Signify Wealth | 1 | 1 | 2.70% | 2.70% | 2.70% | Q1 2022 | Q1 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Glassman Wealth Services | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2013 | Q2 2013 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Astor Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Square, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2022 | Q3 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHOREO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Americana Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MY Wealth Management Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Miramar Fiduciary Corp | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2018 | Q4 2018 | 1 |
Operose Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 3.40% | 3.40% | 3.40% | Q3 2023 | Q3 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FLC Capital Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 3.82% | 3.82% | 3.82% | Q4 2020 | Q4 2020 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
HHG & Company, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Insight Folios Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 7.87% | 7.87% | 7.87% | Q2 2020 | Q2 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.