Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Courage Miller Partners, LLC | 42 | 42 | 0.29% | 0.46% | 0.61% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Annex Advisory Services, LLC | 42 | 42 | 0.02% | 0.29% | 0.44% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LBMC INVESTMENT ADVISORS, LLC | 42 | 42 | 0.26% | 0.98% | 1.36% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Efficient Advisors, LLC | 42 | 42 | 0.05% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 41 | 41 | 0.01% | 0.07% | 0.13% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 41 |
CKW FINANCIAL GROUP | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Waverly Advisors, LLC | 31 | 9 | 0.02% | 0.26% | 0.44% | Q3 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.03% | 0.15% | Q4 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 39 | 39 | 0.02% | 0.15% | 0.46% | Q1 2014 | Q3 2023 | 39 |
Polaris Wealth Advisory Group, LLC | 35 | 4 | 0.00% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.32% | 0.68% | 1.14% | Q1 2014 | Q3 2023 | 39 |
Allworth Financial LP | 38 | 38 | 0.01% | 0.28% | 1.91% | Q2 2014 | Q3 2023 | 38 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Madrona Financial Services, LLC | 36 | 36 | 0.12% | 1.30% | 3.22% | Q4 2014 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 36 |
Boston Standard Wealth Management, LLC | 22 | 4 | 0.12% | 0.23% | 0.41% | Q4 2014 | Q4 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 35 |
ROYAL BANK OF CANADA | 26 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
Canal Capital Management, LLC | 34 | 34 | 0.47% | 0.81% | 1.10% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 33 | 33 | 0.02% | 0.07% | 0.12% | Q3 2015 | Q3 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Creative Planning | 16 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
StrategIQ Financial Group, LLC | 32 | 32 | 0.29% | 0.38% | 0.57% | Q4 2015 | Q3 2023 | 32 |
Private Advisor Group, LLC | 31 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 32 |
JFS WEALTH ADVISORS, LLC | 32 | 32 | 0.04% | 0.08% | 0.12% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
PATTON ALBERTSON MILLER GROUP, LLC | 30 | 30 | 1.21% | 1.53% | 2.09% | Q2 2016 | Q3 2023 | 30 |
Verus Financial Partners, Inc. | 18 | 12 | 0.09% | 0.19% | 0.39% | Q1 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 29 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 29 |
Stratos Wealth Partners, LTD. | 29 | 29 | 0.01% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 29 |
CITIGROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 29 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.64% | 2.21% | 3.54% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.06% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Brookstone Capital Management | 28 | 28 | 0.02% | 0.05% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q4 2022 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 27 |
US BANCORP \DE\ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2022 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 27 |
JNBA Financial Advisors | 20 | 7 | 0.00% | 0.11% | 0.22% | Q4 2016 | Q3 2023 | 27 |
STIFEL FINANCIAL CORP | 27 | 27 | 0.00% | 0.01% | 0.09% | Q1 2017 | Q3 2023 | 27 |
HighTower Advisors, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Cornerstone Wealth Management, LLC | 23 | 3 | 0.03% | 0.10% | 0.21% | Q1 2017 | Q3 2023 | 26 |
Ahrens Investment Partners LLC | 26 | 26 | 0.91% | 2.32% | 4.56% | Q4 2016 | Q1 2023 | 26 |
ARGI Investment Services, LLC | 26 | 26 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q4 2022 | 26 |
Cetera Advisor Networks LLC | 25 | 1 | 0.00% | 0.06% | 0.09% | Q1 2013 | Q2 2020 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.19% | 0.57% | 0.93% | Q4 2016 | Q3 2023 | 26 |
Gemmer Asset Management LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2020 | 25 |
CWM, LLC | 17 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.06% | 0.09% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Trilogy Capital Inc. | 24 | 24 | 0.15% | 0.74% | 1.53% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
RITHOLTZ WEALTH MANAGEMENT | 23 | 23 | 0.07% | 0.17% | 0.24% | Q1 2018 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q2 2022 | 23 |
MARINO, STRAM & ASSOCIATES LLC | 14 | 9 | 0.62% | 1.50% | 2.68% | Q4 2017 | Q3 2023 | 23 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2022 | 23 |
Patriot Wealth Management, Inc. | 23 | 23 | 0.20% | 0.25% | 0.32% | Q2 2013 | Q4 2018 | 23 |
North Star Investment Management Corp. | 17 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.02% | 0.12% | 0.20% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
McIlrath & Eck, LLC | 19 | 3 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q3 2023 | 22 |
AE Wealth Management LLC | 19 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 22 |
Wealthquest Corp | 14 | 3 | 0.10% | 0.19% | 0.36% | Q1 2015 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Voya Financial Advisors, Inc. | 20 | 2 | 0.02% | 0.03% | 0.11% | Q1 2015 | Q4 2020 | 22 |
Strid Group, LLC | 7 | 1 | 0.04% | 0.08% | 0.14% | Q4 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Stonehearth Capital Management, LLC | 21 | 21 | 0.20% | 0.51% | 0.69% | Q4 2014 | Q4 2019 | 21 |
Carroll Financial Associates, Inc. | 13 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 21 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.07% | 0.17% | Q4 2018 | Q3 2023 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.01% | 0.16% | 0.49% | Q1 2016 | Q4 2020 | 20 |
Cetera Advisors LLC | 14 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 0.06% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
CAPTRUST FINANCIAL ADVISORS | 20 | 20 | 0.01% | 0.06% | 0.27% | Q4 2018 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.05% | 0.15% | 0.32% | Q4 2018 | Q3 2023 | 20 |
CAHILL FINANCIAL ADVISORS INC | 20 | 20 | 0.05% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Mariner, LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.12% | 0.14% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
NewSquare Capital LLC | 12 | 7 | 0.02% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.06% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
ASSETMARK, INC | 19 | 19 | 0.08% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 19 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.04% | 0.13% | 0.45% | Q4 2018 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 0.52% | 1.11% | 1.41% | Q1 2019 | Q3 2023 | 19 |
Financial Advocates Investment Management | 13 | 3 | 0.01% | 0.03% | 0.11% | Q1 2018 | Q3 2023 | 19 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 18 |
Regal Investment Advisors LLC | 9 | 2 | 0.01% | 0.46% | 1.54% | Q2 2013 | Q4 2018 | 18 |
FinTrust Capital Advisors, LLC | 14 | 4 | 0.03% | 0.16% | 0.38% | Q1 2019 | Q3 2023 | 18 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 18 |
CWA Asset Management Group, LLC | 18 | 18 | 0.06% | 0.25% | 0.65% | Q4 2015 | Q1 2020 | 18 |
Steward Partners Investment Advisory, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 18 |
TSFG, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
RAYMOND JAMES & ASSOCIATES | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q1 2022 | 18 |
Venturi Wealth Management, LLC | 18 | 18 | 0.03% | 0.09% | 0.11% | Q2 2019 | Q3 2023 | 18 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 17 |
FDx Advisors, Inc. | 12 | 1 | 0.01% | 0.04% | 0.40% | Q1 2015 | Q1 2022 | 17 |
LINCOLN NATIONAL CORP | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
WealthPLAN Partners, LLC | 12 | 5 | 0.03% | 0.12% | 0.41% | Q2 2019 | Q4 2023 | 17 |
Clear Creek Financial Management, LLC | 12 | 5 | 0.09% | 0.23% | 1.13% | Q2 2019 | Q3 2023 | 17 |
RFG Advisory, LLC | 8 | 3 | 0.03% | 0.33% | 1.60% | Q1 2016 | Q2 2021 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Diversified Trust Co | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2023 | 17 |
OneDigital Investment Advisors LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
C-J Advisory, Inc. | 10 | 6 | 0.02% | 0.13% | 0.19% | Q3 2017 | Q3 2021 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.30% | 0.39% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.12% | 0.20% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.09% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 16 |
CAPITAL INSIGHT PARTNERS, LLC | 16 | 16 | 0.12% | 0.21% | 0.28% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Lido Advisors, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.18% | 0.28% | 0.34% | Q4 2019 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.02% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Great Point Wealth Advisors, LLC | 14 | 1 | 0.11% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Mutual Advisors, LLC | 14 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 15 |
Redhawk Wealth Advisors, Inc. | 15 | 15 | 0.15% | 0.37% | 0.70% | Q1 2020 | Q3 2023 | 15 |
TRUE Private Wealth Advisors | 8 | 1 | 0.00% | 0.09% | 0.28% | Q3 2018 | Q3 2023 | 15 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 6 | 4 | 0.33% | 0.72% | 1.20% | Q4 2017 | Q4 2021 | 15 |
Financial Strategies Group, Inc. | 15 | 15 | 0.10% | 0.18% | 0.22% | Q1 2020 | Q3 2023 | 15 |
TPG Financial Advisors, LLC | 14 | 1 | 0.11% | 0.21% | 0.25% | Q4 2019 | Q3 2023 | 15 |
Circle Wealth Management, LLC | 14 | 14 | 0.12% | 0.23% | 0.32% | Q4 2016 | Q1 2020 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
Ruggie Capital Group | 14 | 14 | 0.01% | 0.30% | 0.54% | Q2 2016 | Q3 2019 | 14 |
SteelPeak Wealth, LLC | 14 | 14 | 0.12% | 0.17% | 0.27% | Q2 2020 | Q3 2023 | 14 |
WealthShield Partners, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
Jackson Wealth Management, LLC | 14 | 14 | 0.23% | 0.30% | 0.40% | Q2 2015 | Q3 2018 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.02% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
First Ascent Asset Management, LLC | 13 | 1 | 0.50% | 0.61% | 0.79% | Q1 2020 | Q3 2023 | 14 |
BRIGHTON JONES LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
MARSHALL FINANCIAL GROUP INC /ADV | 12 | 1 | 0.14% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Detwiler Fenton Investment Management LLC | 13 | 13 | 0.15% | 0.31% | 0.48% | Q4 2010 | Q4 2013 | 13 |
CGN Advisors LLC | 13 | 13 | 0.06% | 0.09% | 0.15% | Q4 2020 | Q4 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.08% | 0.11% | 0.17% | Q2 2013 | Q2 2016 | 13 |
CLIENT 1ST ADVISORY GROUP, LLC | 13 | 13 | 0.17% | 0.21% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Jacobsen Capital Management | 11 | 2 | 0.10% | 0.19% | 0.50% | Q2 2019 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 10 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q1 2023 | 13 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 12 |
Divergent Planning, LLC | 12 | 12 | 0.14% | 0.34% | 0.55% | Q4 2020 | Q3 2023 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 0.18% | 0.24% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Keebeck Wealth Management, LLC | 12 | 12 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Peregrine Asset Advisers, Inc. | 11 | 1 | 0.75% | 2.45% | 3.64% | Q1 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 11 | 1 | 0.00% | 0.12% | 0.17% | Q1 2020 | Q3 2023 | 12 |
Fort Henry Capital, LLC | 12 | 12 | 2.61% | 3.07% | 3.80% | Q4 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.21% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Realta Investment Advisors | 6 | 2 | 0.04% | 0.13% | 0.33% | Q1 2019 | Q3 2023 | 12 |
Cooper Financial Group | 12 | 12 | 0.17% | 0.28% | 0.49% | Q4 2018 | Q3 2021 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.13% | 0.21% | 0.28% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Legacy Private Trust Co. | 12 | 12 | 0.03% | 0.13% | 0.18% | Q2 2016 | Q1 2019 | 12 |
McKinley Carter Wealth Services, Inc. | 11 | 1 | 0.05% | 0.08% | 0.20% | Q4 2013 | Q3 2023 | 12 |
Strategic Family Wealth Counselors, L.L.C. | 12 | 12 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.48% | 0.89% | 1.62% | Q4 2020 | Q3 2023 | 12 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Wealthspire Advisors, L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
MML INVESTORS SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 11 |
Peachtree Investment Advisors, Inc. | 7 | 4 | 0.01% | 0.12% | 0.18% | Q3 2014 | Q4 2018 | 11 |
Affiance Financial, LLC | 9 | 2 | 0.17% | 0.23% | 0.26% | Q4 2019 | Q4 2022 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2020 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Miracle Mile Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 11 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.02% | 0.11% | 0.21% | Q4 2017 | Q3 2020 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Orin Green Financial, LLC | 7 | 4 | 0.22% | 0.26% | 0.31% | Q4 2020 | Q3 2023 | 11 |
McNaughton Wealth Management, LLC | 11 | 11 | 0.15% | 0.71% | 1.80% | Q4 2019 | Q2 2022 | 11 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 11 |
Midwest Professional Planners, LTD. | 5 | 3 | 0.12% | 0.18% | 0.25% | Q4 2017 | Q4 2020 | 11 |
Paracle Advisors, LLC | 5 | 1 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q1 2021 | 11 |
Corrigan Financial, Inc. | 11 | 11 | 0.19% | 0.33% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Certified Advisory Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 11 |
Greystone Financial Group, LLC | 7 | 4 | 0.32% | 0.33% | 0.36% | Q4 2020 | Q3 2023 | 11 |
Horan Securities, Inc. | 7 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 11 |
Legacy Financial Group LLC | 11 | 11 | 0.24% | 0.86% | 1.16% | Q1 2021 | Q3 2023 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
Virtu KCG Holdings LLC | 6 | 5 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2017 | 11 |
SimpliFi, Inc. | 10 | 10 | 0.24% | 0.26% | 0.27% | Q2 2021 | Q3 2023 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.03% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.04% | 0.14% | 0.30% | Q4 2020 | Q1 2023 | 10 |
CPWM, LLC | 10 | 10 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Investors Capital Advisory Services | 10 | 10 | 0.06% | 0.12% | 0.19% | Q1 2014 | Q2 2016 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.03% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 10 |
Clearwater Capital Advisors, LLC | 10 | 10 | 0.05% | 0.10% | 0.16% | Q1 2017 | Q2 2019 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Professional Financial Advisors, LLC | 9 | 1 | 0.05% | 0.19% | 1.26% | Q4 2019 | Q3 2022 | 10 |
High Falls Advisors, Inc | 10 | 10 | 0.06% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.04% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
Concord Wealth Partners | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
MGO ONE SEVEN LLC | 9 | 1 | 0.03% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 10 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 0.36% | 0.40% | 0.43% | Q4 2017 | Q4 2019 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.05% | 0.09% | 0.13% | Q4 2014 | Q4 2016 | 9 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 9 | 0.02% | 0.06% | 0.17% | Q3 2021 | Q3 2023 | 9 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 9 | 9 | 0.15% | 0.16% | 0.17% | Q4 2014 | Q4 2016 | 9 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q4 2020 | 9 |
Atlas Private Wealth Advisors | 6 | 1 | 0.04% | 0.17% | 0.87% | Q2 2020 | Q3 2023 | 9 |
Gilbert & Cook, Inc. | 9 | 9 | 0.07% | 0.10% | 0.14% | Q4 2016 | Q4 2018 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 2 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q1 2022 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 9 |
Koshinski Asset Management, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q4 2022 | 9 |
Watermark Asset Management, Inc. | 8 | 8 | 0.11% | 0.15% | 0.18% | Q1 2017 | Q4 2018 | 8 |
Guardian Financial Partners, LLC | 8 | 8 | 0.35% | 0.50% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Arcus Capital Partners, LLC | 8 | 8 | 0.08% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.52% | 0.70% | 0.81% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q1 2018 | 8 |
Activest Wealth Management | 6 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 8 |
Waldron Private Wealth LLC | 8 | 8 | 0.08% | 0.08% | 0.09% | Q4 2014 | Q3 2016 | 8 |
J Arnold Wealth Management Co | 7 | 1 | 0.00% | 0.17% | 0.67% | Q4 2019 | Q4 2022 | 8 |
Global Financial Private Capital, Inc | 7 | 1 | 0.00% | 0.04% | 0.05% | Q3 2017 | Q4 2019 | 8 |
West Wealth Group, LLC | 8 | 8 | 0.14% | 0.18% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 1.88% | 2.08% | 2.34% | Q4 2021 | Q3 2023 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.13% | 0.30% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.25% | 0.27% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
BHK Investment Advisors, LLC | 8 | 8 | 0.17% | 0.28% | 0.40% | Q4 2017 | Q3 2019 | 8 |
Consilium Wealth Advisory, LLC | 8 | 8 | 2.43% | 3.10% | 4.32% | Q4 2021 | Q3 2023 | 8 |
Goelzer Investment Management, Inc. | 8 | 8 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Ellenbecker Investment Group | 8 | 8 | 0.06% | 0.48% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.14% | 0.67% | 0.90% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Global Retirement Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Buttonwood Financial Group, LLC | 8 | 8 | 0.73% | 1.09% | 1.39% | Q1 2022 | Q4 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Bellwether Advisors, LLC | 5 | 2 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 7 |
Financial Architects, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 7 |
MCIA Inc | 7 | 7 | 0.13% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Janney Montgomery Scott LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 7 |
MONTAG A & ASSOCIATES INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 7 |
BCGM Wealth Management, LLC | 7 | 7 | 0.13% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Sightline Wealth Advisors, LLC | 6 | 1 | 0.17% | 0.26% | 0.33% | Q4 2020 | Q2 2023 | 7 |
EPG Wealth Management LLC | 3 | 2 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 7 |
Source Financial Advisors LLC | 7 | 7 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
WBH ADVISORY INC | 6 | 1 | 0.03% | 0.08% | 0.10% | Q2 2013 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Goldstein Munger & Associates | 7 | 7 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
First Allied Advisory Services, Inc. | 4 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
MISSION WEALTH MANAGEMENT, LP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
5th Street Advisors, LLC | 6 | 6 | 0.39% | 0.63% | 0.78% | Q4 2021 | Q1 2023 | 6 |
TRUIST FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Summit Trail Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2022 | 6 |
Key FInancial Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Bryn Mawr Capital Management, LLC | 6 | 6 | 0.17% | 0.27% | 0.37% | Q4 2018 | Q1 2020 | 6 |
NAPLES GLOBAL ADVISORS, LLC | 6 | 6 | 0.02% | 0.11% | 0.21% | Q2 2022 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Gradient Investments LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 6 |
Arbor Investment Advisors, LLC | 4 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Patten Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
SAX WEALTH ADVISORS, LLC | 4 | 2 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Altrius Capital Management Inc | 6 | 6 | 0.06% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.90% | 5.36% | Q4 2018 | Q3 2023 | 6 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NVWM, LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BALDWIN BROTHERS LLC/MA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
ONE Advisory Partners, LLC | 3 | 1 | 0.12% | 0.14% | 0.16% | Q3 2020 | Q3 2023 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 0.27% | 0.31% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Camarda Financial Advisors, LLC | 5 | 5 | 0.55% | 0.60% | 0.68% | Q4 2017 | Q4 2018 | 5 |
Alexandria Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Sigma Planning Corp | 3 | 2 | 0.01% | 0.04% | 0.13% | Q3 2017 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Wealth & Pension Services Group, Inc. | 4 | 1 | 0.58% | 0.64% | 0.81% | Q2 2018 | Q3 2019 | 5 |
Cassia Capital Partners, LLC | 3 | 2 | 0.45% | 0.49% | 0.52% | Q1 2021 | Q2 2022 | 5 |
Landmark Wealth Management, LLC | 3 | 1 | 0.15% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 5 |
BB&T SECURITIES, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
SBK Financial, Inc. | 5 | 5 | 0.24% | 0.31% | 0.39% | Q4 2021 | Q4 2022 | 5 |
Aquire Wealth Advisors, LLC | 4 | 1 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 5 |
Dynamic Advisor Solutions LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 5 |
Kovack Advisors, Inc. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q4 2019 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Baystate Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
BARCLAYS PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Acropolis Investment Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ASPIRIANT, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
ARQ WEALTH ADVISORS, LLC | 5 | 5 | 1.02% | 1.23% | 1.39% | Q1 2020 | Q1 2021 | 5 |
Vigilare Wealth Management | 5 | 5 | 0.15% | 0.16% | 0.18% | Q1 2021 | Q1 2022 | 5 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
RiverTree Advisors, LLC | 4 | 4 | 3.19% | 3.82% | 5.63% | Q1 2021 | Q4 2021 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
One Capital Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
TD Waterhouse Canada Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
IFG Advisory, LLC | 3 | 1 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2021 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
All Terrain Financial Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2018 | Q2 2019 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q1 2018 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.01% | 0.06% | 0.20% | Q4 2021 | Q3 2022 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
Sentinus, LLC | 4 | 4 | 0.14% | 0.18% | 0.24% | Q3 2022 | Q2 2023 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.71% | 0.78% | 0.85% | Q4 2022 | Q3 2023 | 4 |
RWA WEALTH PARTNERS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Marion Wealth Management | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.20% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
St. James Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 1.76% | 1.95% | 2.05% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NewDay Solutions, LLC | 3 | 1 | 0.27% | 0.29% | 0.33% | Q4 2018 | Q4 2019 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.37% | 0.42% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 1.65% | 3.92% | 6.06% | Q1 2020 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
V Wealth Advisors LLC | 4 | 4 | 0.08% | 0.18% | 0.24% | Q3 2016 | Q2 2017 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 4 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.01% | 0.31% | 0.92% | Q4 2022 | Q2 2023 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
COWA, LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2022 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Janney Capital Management LLC | 1 | 1 | 0.02% | 0.08% | 0.13% | Q4 2015 | Q4 2018 | 3 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Personal Wealth Partners | 2 | 1 | 0.01% | 0.05% | 0.09% | Q3 2019 | Q2 2021 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 3 |
GeoWealth Management, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q2 2023 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.27% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2023 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2016 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2015 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.05% | 0.06% | 0.08% | Q2 2016 | Q1 2021 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SlateStone Wealth, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q2 2020 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
KHP Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Freedman Financial Associates, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Linscomb & Williams, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Virtu Financial LLC | 2 | 1 | 0.09% | 0.10% | 0.12% | Q3 2017 | Q2 2018 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
CCG WEALTH MANAGEMENT, LLC | 3 | 3 | 0.19% | 0.24% | 0.26% | Q1 2022 | Q3 2022 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q2 2018 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
WESCAP Management Group, Inc. | 3 | 3 | 0.12% | 0.12% | 0.14% | Q4 2017 | Q2 2018 | 3 |
FURE FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Csenge Advisory Group | 2 | 2 | 0.20% | 0.26% | 0.32% | Q1 2018 | Q2 2018 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2021 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
WNY Asset Management, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q1 2021 | 2 |
WFG Advisors, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Sweet Financial Partners, LLC | 2 | 2 | 0.09% | 1.65% | 3.21% | Q4 2021 | Q1 2022 | 2 |
Arden Trust Co | 1 | 1 | 0.69% | 1.96% | 3.24% | Q2 2022 | Q4 2022 | 2 |
HHG & Company, LLC | 2 | 2 | 0.19% | 0.32% | 0.46% | Q4 2014 | Q1 2015 | 2 |
Spinnaker Investment Group, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
My Legacy Advisors, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
CORA CAPITAL ADVISORS LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Legacy Financial Strategies, LLC | 2 | 2 | 1.44% | 2.12% | 2.79% | Q4 2017 | Q1 2018 | 2 |
Clarity Financial LLC | 2 | 2 | 0.17% | 0.23% | 0.29% | Q2 2021 | Q3 2021 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 0.71% | 0.71% | 0.72% | Q2 2022 | Q3 2022 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
RAND WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 2 |
Strategic Capital Alternatives LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 2 |
M&T BANK CORP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 2 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2013 | Q3 2013 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
Smith Anglin Financial, LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q2 2021 | Q4 2021 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.32% | 0.35% | 0.37% | Q2 2023 | Q3 2023 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Allen Capital Group, LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2022 | Q4 2022 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
WADE G W & INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Austin Private Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Thrive Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Fullen Financial Group | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2015 | Q4 2015 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
AFS Financial Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
PENOBSCOT WEALTH MANAGEMENT | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2017 | Q3 2017 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Capital One Investing, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CABANA LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Prism Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2019 | Q3 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2021 | Q4 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Wealth Alliance | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Mayfair Advisory Group, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2019 | Q4 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Aspire Capital Advisors LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2021 | Q4 2021 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.