Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
LBMC INVESTMENT ADVISORS, LLC | 42 | 42 | 0.29% | 0.49% | 0.64% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BOSTON RESEARCH & MANAGEMENT INC | 42 | 42 | 0.13% | 0.37% | 0.67% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Efficient Advisors, LLC | 42 | 42 | 0.03% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Waverly Advisors, LLC | 41 | 41 | 0.03% | 0.37% | 0.54% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
CKW FINANCIAL GROUP | 40 | 40 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.09% | 0.38% | Q4 2013 | Q3 2023 | 40 |
Archford Capital Strategies, LLC | 39 | 39 | 0.08% | 0.29% | 0.46% | Q1 2014 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.02% | 0.10% | 0.20% | Q1 2014 | Q3 2023 | 39 |
Cetera Advisor Networks LLC | 25 | 14 | 0.01% | 0.07% | 0.17% | Q1 2013 | Q3 2023 | 39 |
Annex Advisory Services, LLC | 39 | 39 | 0.08% | 0.27% | 0.44% | Q2 2013 | Q4 2022 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Polaris Wealth Advisory Group, LLC | 32 | 4 | 0.00% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 19 | 16 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 15 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.02% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 35 |
Boston Standard Wealth Management, LLC | 20 | 1 | 0.07% | 0.16% | 0.38% | Q4 2014 | Q4 2023 | 34 |
SCOTIA CAPITAL INC. | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.01% | 0.02% | 0.08% | Q3 2015 | Q3 2023 | 33 |
Bank of New York Mellon Corp | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Madrona Financial Services, LLC | 30 | 2 | 0.18% | 2.73% | 5.84% | Q4 2014 | Q1 2023 | 32 |
Burt Wealth Advisors | 32 | 32 | 0.30% | 1.04% | 4.44% | Q4 2015 | Q3 2023 | 32 |
Stonehearth Capital Management, LLC | 31 | 1 | 0.11% | 0.64% | 1.31% | Q4 2014 | Q1 2023 | 32 |
StrategIQ Financial Group, LLC | 32 | 32 | 0.27% | 0.47% | 0.63% | Q4 2015 | Q3 2023 | 32 |
Verus Financial Partners, Inc. | 19 | 12 | 0.08% | 0.77% | 8.50% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Brookstone Capital Management | 31 | 31 | 0.04% | 0.15% | 1.31% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Janney Montgomery Scott LLC | 30 | 1 | 0.00% | 0.01% | 0.10% | Q3 2015 | Q3 2023 | 31 |
Ausdal Financial Partners, Inc. | 29 | 1 | 0.04% | 0.25% | 0.69% | Q4 2015 | Q3 2023 | 30 |
HighTower Advisors, LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.01% | 0.09% | Q2 2016 | Q3 2023 | 30 |
PATTON ALBERTSON MILLER GROUP, LLC | 30 | 30 | 0.72% | 1.26% | 1.93% | Q2 2016 | Q3 2023 | 30 |
Stratos Wealth Partners, LTD. | 28 | 1 | 0.02% | 0.06% | 0.58% | Q4 2014 | Q3 2023 | 30 |
CITIGROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 30 |
Allworth Financial LP | 17 | 12 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Northstar Group, Inc. | 29 | 29 | 0.29% | 0.85% | 1.67% | Q3 2016 | Q3 2023 | 29 |
Cetera Advisors LLC | 14 | 7 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 29 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 29 |
Strategic Wealth Partners Group, LLC | 20 | 9 | 0.55% | 11.82% | 37.03% | Q2 2016 | Q3 2023 | 29 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.81% | 1.51% | 2.49% | Q4 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.01% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Ironwood Financial, llc | 24 | 4 | 0.06% | 0.10% | 0.19% | Q4 2014 | Q4 2021 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 28 |
Canal Capital Management, LLC | 28 | 28 | 0.07% | 0.15% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 28 |
M Holdings Securities, Inc. | 23 | 5 | 0.05% | 0.13% | 0.26% | Q4 2015 | Q1 2023 | 28 |
JNBA Financial Advisors | 20 | 7 | 0.01% | 0.06% | 0.23% | Q4 2016 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2021 | 27 |
Lido Advisors, LLC | 27 | 27 | 0.01% | 0.17% | 1.01% | Q1 2017 | Q3 2023 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Summit Financial Wealth Advisors, LLC | 20 | 7 | 0.09% | 0.35% | 1.84% | Q4 2015 | Q3 2023 | 27 |
Ahrens Investment Partners LLC | 26 | 26 | 0.13% | 0.44% | 1.55% | Q4 2016 | Q1 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2023 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.48% | 1.44% | 2.64% | Q4 2016 | Q3 2023 | 26 |
TIEDEMANN ADVISORS, LLC | 20 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 25 |
Winslow, Evans & Crocker, Inc. | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2020 | 25 |
JANE STREET GROUP, LLC | 7 | 2 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q3 2023 | 25 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 25 |
AE Wealth Management LLC | 25 | 25 | 0.01% | 0.07% | 0.46% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
JFS WEALTH ADVISORS, LLC | 24 | 24 | 0.02% | 0.13% | 0.28% | Q4 2015 | Q3 2021 | 24 |
Trilogy Capital Inc. | 24 | 24 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 24 |
Tarbox Family Office, Inc. | 17 | 7 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q1 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.03% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
MARINO, STRAM & ASSOCIATES LLC | 14 | 9 | 1.05% | 2.95% | 6.06% | Q4 2017 | Q3 2023 | 23 |
Wealthquest Corp | 14 | 4 | 0.06% | 0.19% | 0.48% | Q4 2014 | Q3 2023 | 23 |
WestEnd Advisors, LLC | 18 | 4 | 0.00% | 0.15% | 0.55% | Q1 2018 | Q3 2023 | 22 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
Occidental Asset Management, LLC | 21 | 1 | 0.06% | 0.10% | 0.13% | Q2 2017 | Q1 2023 | 22 |
Camarda Financial Advisors, LLC | 14 | 7 | 0.20% | 0.37% | 0.67% | Q4 2017 | Q3 2023 | 21 |
CAHILL FINANCIAL ADVISORS INC | 20 | 1 | 0.26% | 1.18% | 4.21% | Q4 2013 | Q3 2023 | 21 |
Rain Capital Management, LLC | 17 | 4 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 21 |
SAGE FINANCIAL GROUP INC | 20 | 1 | 0.09% | 0.39% | 0.73% | Q4 2014 | Q3 2023 | 21 |
Van Hulzen Asset Management, LLC | 16 | 5 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 21 |
Carroll Financial Associates, Inc. | 21 | 21 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Midwest Professional Planners, LTD. | 21 | 21 | 0.12% | 0.27% | 0.50% | Q4 2017 | Q4 2022 | 21 |
CAPTRUST FINANCIAL ADVISORS | 20 | 20 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 20 |
OXFORD FINANCIAL GROUP, LTD. LLC | 20 | 20 | 0.07% | 0.79% | 2.81% | Q4 2018 | Q3 2023 | 20 |
RESTON WEALTH MANAGEMENT LLC | 20 | 20 | 0.14% | 0.74% | 1.77% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.07% | 0.23% | 0.56% | Q1 2016 | Q4 2020 | 20 |
Cribstone Capital Management, LLC | 17 | 3 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q1 2022 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 1 | 0.00% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 0.02% | 0.10% | 0.40% | Q4 2018 | Q3 2023 | 20 |
CAHABA WEALTH MANAGEMENT, INC. | 20 | 20 | 0.08% | 0.24% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Dynamic Advisor Solutions LLC | 12 | 8 | 0.03% | 0.10% | 0.35% | Q1 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
MCF Advisors LLC | 12 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.03% | 0.11% | 0.34% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.03% | 0.08% | 0.16% | Q4 2018 | Q2 2023 | 19 |
ROMAN BUTLER FULLERTON & CO | 10 | 9 | 0.19% | 0.32% | 0.46% | Q4 2018 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 1.08% | 2.30% | 3.02% | Q1 2019 | Q3 2023 | 19 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.07% | 0.17% | 0.22% | Q1 2019 | Q3 2023 | 19 |
SouthState Corp | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
FinTrust Capital Advisors, LLC | 19 | 19 | 0.02% | 0.17% | 0.42% | Q1 2019 | Q3 2023 | 19 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 19 |
ASSETMARK, INC | 19 | 19 | 0.07% | 0.11% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 18 | 18 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2022 | 18 |
PFG Advisors | 12 | 2 | 0.02% | 0.11% | 0.24% | Q1 2018 | Q2 2023 | 18 |
TRUE Private Wealth Advisors | 18 | 18 | 0.03% | 0.41% | 0.78% | Q2 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 15 | 3 | 0.00% | 0.06% | 0.27% | Q4 2017 | Q3 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
BB&T SECURITIES, LLC | 18 | 18 | 0.01% | 0.02% | 0.12% | Q2 2015 | Q3 2019 | 18 |
LINCOLN NATIONAL CORP | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.04% | 0.18% | Q4 2018 | Q3 2023 | 17 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 0.26% | 0.31% | 0.40% | Q3 2019 | Q3 2023 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 17 |
JPMORGAN CHASE & CO | 15 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 17 |
RPg Family Wealth Advisory, LLC | 12 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q1 2022 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
MARSHALL FINANCIAL GROUP INC /ADV | 10 | 2 | 0.08% | 0.13% | 0.22% | Q4 2018 | Q3 2023 | 17 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 15 | 2 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q1 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.26% | 0.59% | 0.97% | Q4 2019 | Q3 2023 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 16 | 0.03% | 0.07% | 0.17% | Q1 2019 | Q4 2022 | 16 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q4 2021 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.22% | 0.28% | 0.36% | Q4 2019 | Q3 2023 | 16 |
CWA Asset Management Group, LLC | 15 | 1 | 0.07% | 0.10% | 0.36% | Q4 2015 | Q4 2019 | 16 |
CAPITAL INSIGHT PARTNERS, LLC | 16 | 16 | 0.26% | 0.33% | 0.50% | Q4 2019 | Q3 2023 | 16 |
NVWM, LLC | 16 | 16 | 0.00% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Mascoma Wealth Management LLC | 11 | 5 | 0.00% | 0.09% | 0.15% | Q2 2018 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.17% | 0.26% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
RDA Financial Network | 12 | 4 | 0.08% | 0.21% | 0.32% | Q1 2019 | Q3 2023 | 16 |
Strategic Family Wealth Counselors, L.L.C. | 15 | 1 | 0.63% | 1.20% | 2.78% | Q4 2018 | Q3 2023 | 16 |
First Ascent Asset Management, LLC | 16 | 16 | 0.38% | 0.48% | 0.82% | Q4 2019 | Q3 2023 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 0.27% | 0.42% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Jackson Wealth Management, LLC | 16 | 16 | 0.46% | 0.62% | 0.77% | Q4 2014 | Q3 2018 | 16 |
Kovack Advisors, Inc. | 9 | 1 | 0.05% | 0.17% | 0.26% | Q4 2018 | Q1 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
Ken Stern & Associates, Inc. | 15 | 15 | 0.12% | 0.18% | 0.26% | Q1 2015 | Q3 2018 | 15 |
Cardan Capital Partners, LLC | 15 | 15 | 0.04% | 0.12% | 0.21% | Q1 2018 | Q3 2021 | 15 |
Godshalk Welsh Capital Management, Inc. | 14 | 1 | 0.18% | 0.21% | 0.35% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
CIBC BANK USA | 15 | 15 | 0.03% | 0.07% | 0.14% | Q1 2015 | Q3 2018 | 15 |
CENTAURUS FINANCIAL, INC. | 13 | 2 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
ROTHSCHILD INVESTMENT LLC /IL | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 15 |
SII INVESTMENTS INC/WI | 7 | 2 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2017 | 15 |
First Heartland Consultants, Inc. | 15 | 15 | 0.08% | 0.73% | 1.30% | Q2 2016 | Q4 2019 | 15 |
Acorn Wealth Advisors, LLC | 9 | 6 | 0.15% | 0.29% | 0.44% | Q4 2017 | Q2 2022 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.03% | 0.13% | Q4 2019 | Q3 2023 | 14 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2020 | 14 |
Koshinski Asset Management, Inc. | 10 | 1 | 0.01% | 0.20% | 0.35% | Q4 2014 | Q1 2022 | 14 |
ARGI Investment Services, LLC | 9 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 14 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
HOWE & RUSLING INC | 11 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2022 | 14 |
John W. Brooker & Co., CPAs | 14 | 14 | 0.00% | 0.40% | 1.18% | Q2 2020 | Q3 2023 | 14 |
Affiance Financial, LLC | 9 | 5 | 0.01% | 0.25% | 2.95% | Q4 2019 | Q3 2023 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Jacobsen Capital Management | 11 | 3 | 0.12% | 0.24% | 0.49% | Q2 2019 | Q4 2022 | 14 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 14 |
Steward Partners Investment Advisory, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 14 |
Asset Dedication, LLC | 9 | 5 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 14 |
Bison Wealth, LLC | 14 | 14 | 0.16% | 0.61% | 1.29% | Q4 2014 | Q1 2018 | 14 |
NewSquare Capital LLC | 12 | 1 | 0.00% | 0.26% | 0.52% | Q2 2013 | Q4 2022 | 14 |
Professional Financial Advisors, LLC | 14 | 14 | 0.20% | 0.76% | 1.94% | Q4 2019 | Q1 2023 | 14 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 13 |
BlackRock Institutional Trust Company, N.A. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 13 |
Prospera Financial Services Inc | 8 | 5 | 0.01% | 0.03% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 8 | 1 | 0.02% | 0.07% | 0.17% | Q1 2018 | Q3 2023 | 13 |
MML INVESTORS SERVICES, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 13 |
Valmark Advisers, Inc. | 9 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 13 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.14% | 0.24% | 0.32% | Q2 2013 | Q2 2016 | 13 |
Aspire Private Capital, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.08% | 0.11% | 0.18% | Q3 2020 | Q3 2023 | 13 |
SlateStone Wealth, LLC | 9 | 4 | 0.06% | 0.19% | 0.29% | Q4 2018 | Q3 2022 | 13 |
Sargent Bickham Lagudis LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2022 | 13 |
Financial Strategies Group, Inc. | 11 | 2 | 0.12% | 0.28% | 0.45% | Q4 2019 | Q1 2023 | 13 |
ASPIRIANT, LLC | 13 | 13 | 0.10% | 1.09% | 3.82% | Q3 2020 | Q3 2023 | 13 |
F3Logic, LLC | 13 | 13 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q4 2022 | 13 |
CPWM, LLC | 6 | 1 | 0.02% | 0.52% | 2.29% | Q4 2011 | Q3 2022 | 13 |
HOWARD WEALTH MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.16% | 0.26% | Q4 2019 | Q3 2023 | 13 |
North Star Investment Management Corp. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Ruggie Capital Group | 13 | 13 | 0.06% | 0.72% | 1.29% | Q1 2016 | Q1 2019 | 13 |
Realta Investment Advisors | 4 | 2 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.18% | 0.22% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Private Portfolio Partners LLC | 12 | 12 | 0.11% | 0.15% | 0.21% | Q4 2018 | Q3 2021 | 12 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.23% | 0.52% | Q3 2018 | Q3 2023 | 12 |
Arbor Investment Advisors, LLC | 12 | 12 | 0.06% | 0.11% | 0.14% | Q1 2019 | Q4 2021 | 12 |
Integrated Wealth Concepts LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 0.38% | 0.40% | 0.43% | Q2 2020 | Q1 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.14% | 0.28% | 0.44% | Q4 2020 | Q3 2023 | 12 |
CALTON & ASSOCIATES, INC. | 11 | 1 | 0.01% | 0.63% | 1.96% | Q4 2017 | Q2 2022 | 12 |
Narwhal Capital Management | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Brinker Capital Investments, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
Divergent Planning, LLC | 12 | 12 | 0.16% | 0.25% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Fort Henry Capital, LLC | 12 | 12 | 2.69% | 3.33% | 4.18% | Q4 2020 | Q3 2023 | 12 |
WealthPLAN Partners, LLC | 4 | 1 | 0.01% | 0.07% | 0.21% | Q4 2015 | Q2 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 12 |
1834 INVESTMENT ADVISORS CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
Legacy Financial Group LLC | 12 | 12 | 0.22% | 0.35% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Stokes & Hubbell Capital Management, LLC | 12 | 12 | 0.08% | 0.10% | 0.14% | Q2 2016 | Q1 2019 | 12 |
Venturi Wealth Management, LLC | 7 | 1 | 0.02% | 0.04% | 0.26% | Q4 2018 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
Mutual Advisors, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
US BANCORP \DE\ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 11 |
Frontier Wealth Management LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q2 2022 | 11 |
Greystone Financial Group, LLC | 7 | 4 | 0.16% | 0.19% | 0.21% | Q4 2020 | Q3 2023 | 11 |
McKinley Carter Wealth Services, Inc. | 11 | 11 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HARRELL INVESTMENT PARTNERS, LLC | 11 | 11 | 0.30% | 0.84% | 1.32% | Q3 2020 | Q1 2023 | 11 |
NATIONAL PLANNING CORP | 7 | 1 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 11 |
COREPATH WEALTH PARTNERS LLC | 10 | 1 | 0.15% | 0.18% | 0.27% | Q4 2020 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2020 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
High Falls Advisors, Inc | 11 | 11 | 0.08% | 0.18% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 9 | 2 | 0.51% | 0.79% | 1.12% | Q3 2015 | Q4 2018 | 11 |
Concord Wealth Partners | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Simplicity Solutions, LLC | 6 | 4 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q4 2020 | 10 |
Virtu KCG Holdings LLC | 6 | 4 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2016 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Corrigan Financial, Inc. | 10 | 10 | 0.10% | 0.13% | 0.14% | Q1 2021 | Q2 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
MSI Financial Services Inc | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2016 | 10 |
Risk Paradigm Group, LLC | 10 | 10 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q4 2018 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 10 |
SimpliFi, Inc. | 10 | 10 | 0.49% | 0.52% | 0.56% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10 | 10 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
BROWN ADVISORY INC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 9 |
Lloyd Advisory Services, LLC. | 9 | 9 | 0.00% | 0.03% | 0.16% | Q1 2020 | Q1 2022 | 9 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 7 | 2 | 0.01% | 0.07% | 0.11% | Q3 2017 | Q1 2020 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 9 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 9 | 9 | 0.28% | 0.29% | 0.32% | Q4 2014 | Q4 2016 | 9 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.06% | 0.07% | 0.09% | Q1 2017 | Q2 2019 | 9 |
Clearwater Capital Advisors, LLC | 9 | 9 | 0.07% | 0.08% | 0.13% | Q2 2016 | Q2 2018 | 9 |
J Arnold Wealth Management Co | 7 | 1 | 0.00% | 0.07% | 0.23% | Q4 2019 | Q3 2023 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q4 2022 | 9 |
Alexandria Capital, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q2 2021 | 9 |
Advisory Alpha, LLC | 6 | 1 | 0.01% | 0.20% | 0.58% | Q4 2018 | Q4 2021 | 9 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Consilium Wealth Advisory, LLC | 8 | 8 | 2.04% | 6.16% | 10.73% | Q4 2021 | Q3 2023 | 8 |
Sunbelt Securities, Inc. | 4 | 1 | 0.01% | 0.09% | 0.17% | Q4 2016 | Q3 2023 | 8 |
MCIA Inc | 8 | 8 | 0.21% | 0.27% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.08% | 0.13% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.02% | 0.11% | Q4 2021 | Q3 2023 | 8 |
HM PAYSON & CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
PRIVATE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.08% | 0.40% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Relative Value Partners Group, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q2 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.33% | 0.54% | 0.98% | Q4 2021 | Q3 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Beacon Pointe Advisors, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 1.74% | 4.88% | 8.39% | Q3 2021 | Q3 2023 | 8 |
VIEWPOINT INVESTMENT PARTNERS CORP | 8 | 8 | 1.74% | 2.34% | 3.14% | Q4 2021 | Q3 2023 | 8 |
Ellenbecker Investment Group | 8 | 8 | 0.17% | 0.56% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q1 2023 | 8 |
Financial Advantage, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Buttonwood Financial Group, LLC | 8 | 8 | 0.36% | 0.46% | 0.55% | Q1 2022 | Q4 2023 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2018 | 8 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 8 |
RATIONAL ADVISORS LLC | 8 | 8 | 0.03% | 0.10% | 0.24% | Q1 2018 | Q4 2019 | 8 |
Cetera Investment Advisers | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Chesapeake Wealth Management | 7 | 1 | 0.08% | 0.11% | 0.13% | Q1 2018 | Q2 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.10% | 0.11% | 0.13% | Q1 2017 | Q4 2018 | 8 |
Gould Capital, LLC | 8 | 8 | 0.21% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
G2 CAPITAL MANAGEMENT, LLC / OH | 8 | 8 | 0.15% | 0.27% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 1.08% | 1.49% | 1.73% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2022 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.19% | 0.35% | 0.49% | Q4 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bellwether Advisors, LLC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q2 2021 | Q1 2023 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
IHT Wealth Management, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 8 |
Integrated Investment Consultants, LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q1 2018 | 7 |
DAVENPORT & Co LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q3 2015 | 7 |
COWA, LLC | 6 | 1 | 0.10% | 0.17% | 0.26% | Q4 2020 | Q3 2022 | 7 |
Argentus Capital Management, LLC | 7 | 7 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q3 2016 | 7 |
Wealthcare Advisory Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.05% | 0.06% | 0.09% | Q3 2021 | Q1 2023 | 7 |
IFG Advisory, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q1 2022 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.04% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 7 |
EPG Wealth Management LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 7 |
Formidable Asset Management, LLC | 6 | 1 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q1 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Ameritas Advisory Services, LLC | 7 | 7 | 0.01% | 0.04% | 0.12% | Q4 2021 | Q2 2023 | 7 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2022 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 7 | 0.05% | 0.11% | 0.12% | Q1 2018 | Q3 2019 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
RMB Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Patten Group, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2018 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Perigon Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 6 |
PCG Wealth Advisors, LLC | 6 | 6 | 0.13% | 0.25% | 0.38% | Q4 2021 | Q1 2023 | 6 |
BRIGHTON JONES LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
Financial Sense Advisors, Inc. | 6 | 6 | 0.10% | 0.12% | 0.16% | Q2 2017 | Q3 2018 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.05% | 0.08% | 0.13% | Q4 2019 | Q3 2021 | 6 |
Janney Capital Management LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q4 2015 | Q4 2022 | 6 |
OneDigital Investment Advisors LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 6 |
Gratus Capital, LLC | 6 | 6 | 0.08% | 0.08% | 0.09% | Q4 2014 | Q1 2016 | 6 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.20% | 0.23% | 0.27% | Q3 2018 | Q4 2019 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.07% | 0.11% | 0.17% | Q2 2020 | Q3 2021 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 0.54% | 0.61% | 0.71% | Q2 2018 | Q3 2019 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.13% | 0.19% | Q3 2013 | Q4 2014 | 6 |
ARQ WEALTH ADVISORS, LLC | 6 | 6 | 5.88% | 6.74% | 7.26% | Q1 2020 | Q2 2021 | 6 |
Diversified Trust Co | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Harbor Group, Inc. | 6 | 6 | 0.27% | 0.48% | 0.83% | Q2 2022 | Q3 2023 | 6 |
J2 Capital Management Inc | 6 | 6 | 0.34% | 0.39% | 0.48% | Q4 2021 | Q1 2023 | 6 |
FCA CORP /TX | 4 | 1 | 0.09% | 0.11% | 0.11% | Q2 2021 | Q3 2023 | 6 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.20% | 0.38% | Q4 2018 | Q1 2023 | 6 |
Snowden Capital Advisors LLC | 4 | 2 | 0.00% | 0.93% | 1.73% | Q1 2016 | Q4 2019 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
HHG & Company, LLC | 6 | 6 | 1.31% | 3.12% | 5.72% | Q4 2014 | Q1 2016 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 6 |
BlueCrest Capital Management Ltd | 4 | 2 | 0.01% | 0.08% | 0.25% | Q1 2021 | Q2 2023 | 6 |
RWA WEALTH PARTNERS, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 6 | 0.14% | 0.16% | 0.18% | Q2 2018 | Q3 2019 | 6 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 5 | 5 | 0.24% | 0.26% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.08% | 0.16% | Q2 2015 | Q2 2018 | 5 |
Advisor Resource Council | 5 | 5 | 0.02% | 0.19% | 0.51% | Q2 2021 | Q2 2022 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Brightworth | 4 | 1 | 0.07% | 0.14% | 0.20% | Q4 2019 | Q2 2022 | 5 |
Vestmark Advisory Solutions, Inc. | 3 | 1 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q4 2022 | 5 |
Keebeck Wealth Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Bernicke Wealth Management, Ltd. | 5 | 5 | 0.27% | 0.30% | 0.32% | Q2 2019 | Q2 2020 | 5 |
Orion Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Modera Wealth Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
MDE Group | 5 | 5 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q2 2014 | 5 |
WBH ADVISORY INC | 3 | 2 | 0.03% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 5 |
Archvest Wealth Advisors, Inc. | 4 | 1 | 0.08% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.02% | 0.12% | 0.25% | Q2 2013 | Q2 2014 | 5 |
V Wealth Advisors LLC | 5 | 5 | 0.27% | 0.97% | 1.74% | Q3 2016 | Q3 2017 | 5 |
Atria Investments, Inc | 5 | 5 | 0.03% | 0.09% | 0.16% | Q4 2021 | Q4 2022 | 5 |
Peak Asset Management, LLC | 5 | 5 | 0.08% | 0.13% | 0.19% | Q2 2018 | Q2 2019 | 5 |
Archer Investment Corp | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
Foundations Investment Advisors, LLC | 4 | 1 | 0.01% | 0.07% | 0.11% | Q3 2018 | Q3 2023 | 5 |
Financial Services Advisory Inc | 5 | 5 | 0.10% | 0.18% | 0.48% | Q1 2021 | Q1 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.24% | 0.25% | 0.26% | Q3 2021 | Q3 2022 | 5 |
Chicago Partners Investment Group LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
GeoWealth Management, LLC | 2 | 1 | 0.00% | 0.34% | 1.52% | Q3 2021 | Q3 2023 | 5 |
RFG Advisory, LLC | 3 | 2 | 0.03% | 0.96% | 2.28% | Q4 2015 | Q1 2021 | 5 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Worth Financial Advisory Group, LLC | 4 | 4 | 1.66% | 1.83% | 2.15% | Q4 2022 | Q3 2023 | 4 |
PDS Planning, Inc | 4 | 4 | 0.13% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q4 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Richard Bernstein Advisors LLC | 4 | 4 | 0.12% | 0.28% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 0.33% | 0.36% | 0.41% | Q4 2021 | Q3 2022 | 4 |
Braver Wealth Management, LLC | 3 | 1 | 0.16% | 0.20% | 0.24% | Q4 2014 | Q1 2016 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.12% | 0.16% | 0.19% | Q1 2011 | Q4 2013 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tactical Allocation Group LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q1 2014 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 0.19% | 0.22% | 0.25% | Q4 2020 | Q3 2021 | 4 |
Great Point Wealth Advisors, LLC | 4 | 4 | 0.25% | 0.27% | 0.32% | Q4 2020 | Q3 2021 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 1 | 0.02% | 0.50% | 1.72% | Q4 2021 | Q1 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Sentinus, LLC | 4 | 4 | 0.15% | 0.18% | 0.23% | Q3 2022 | Q2 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
INVESTMENT PARTNERS, LTD. | 4 | 4 | 0.32% | 0.35% | 0.38% | Q1 2022 | Q4 2022 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 1.72% | 1.96% | 2.14% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.05% | 0.13% | 0.19% | Q3 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Heirloom Wealth Management | 4 | 4 | 0.15% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.22% | 0.27% | 0.33% | Q4 2022 | Q3 2023 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2015 | 4 |
BSW Wealth Partners | 4 | 4 | 1.33% | 1.41% | 1.51% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.20% | 0.29% | 0.34% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.40% | 0.44% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.07% | 0.97% | 3.47% | Q1 2020 | Q3 2023 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.24% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Weil Company, Inc. | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2017 | Q3 2018 | 4 |
Walkner Condon Financial Advisors LLC | 2 | 1 | 0.06% | 0.07% | 0.10% | Q2 2021 | Q1 2023 | 4 |
Braun-Bostich & Associates Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
McIlrath & Eck, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Paladin Advisory Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q2 2023 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 3 |
FFT WEALTH MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 3 |
C2C Wealth Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
BALDWIN BROTHERS LLC/MA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
New England Private Wealth Advisors LLC | 2 | 1 | 0.05% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
TOBIAS FINANCIAL ADVISORS, INC. | 2 | 1 | 0.06% | 0.21% | 0.28% | Q4 2019 | Q1 2023 | 3 |
JGP Wealth Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q2 2018 | Q4 2018 | 3 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 3 |
Lighthouse Financial Advisors, Inc. | 3 | 3 | 0.09% | 0.10% | 0.10% | Q3 2020 | Q1 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Well Done, LLC | 3 | 3 | 0.02% | 0.07% | 0.10% | Q2 2018 | Q4 2018 | 3 |
KAYS FINANCIAL ADVISORY CORP /ADV | 3 | 3 | 0.04% | 0.30% | 0.55% | Q1 2020 | Q3 2020 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.32% | 0.55% | 0.78% | Q4 2015 | Q2 2016 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Landmark Wealth Management, LLC | 1 | 1 | 0.14% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 3 |
HRT FINANCIAL LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Weitzel Financial Services, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Delta Dental Plan of Michigan, Inc. | 3 | 3 | 0.21% | 0.21% | 0.22% | Q4 2017 | Q2 2018 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
5th Street Advisors, LLC | 3 | 3 | 0.27% | 0.30% | 0.32% | Q4 2021 | Q2 2022 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Blue Sky Asset Management, LLC | 3 | 3 | 0.13% | 0.27% | 0.53% | Q4 2019 | Q2 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
CARRET ASSET MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Strategic Capital Alternatives LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Personal Wealth Partners | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3 | 3 | 3.27% | 3.78% | 4.06% | Q1 2022 | Q3 2022 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Global Assets Advisory, LLC | 3 | 3 | 0.66% | 0.80% | 0.88% | Q1 2023 | Q3 2023 | 3 |
Bell Rock Capital LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Glovista Investments LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q4 2020 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q1 2021 | 3 |
D.A. DAVIDSON & CO. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
KHP Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 3.13% | 3.28% | 3.42% | Q4 2021 | Q1 2022 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q1 2017 | Q2 2018 | 2 |
Coyle Financial Counsel LLC | 2 | 2 | 0.61% | 0.66% | 0.70% | Q2 2019 | Q3 2019 | 2 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
tru Independence LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 2 |
AFS Financial Group, LLC | 2 | 2 | 0.13% | 0.17% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Snider Financial Group | 2 | 2 | 0.11% | 0.17% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ACG Wealth | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
CMC Financial Group | 2 | 2 | 0.37% | 0.84% | 1.32% | Q4 2019 | Q1 2020 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2014 | Q3 2016 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Legacy Financial Strategies, LLC | 2 | 2 | 2.18% | 3.18% | 4.18% | Q4 2017 | Q1 2018 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
Csenge Advisory Group | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q2 2018 | 2 |
Arden Trust Co | 1 | 1 | 0.72% | 2.82% | 4.93% | Q2 2022 | Q4 2022 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Investors Research Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.00% | 0.34% | 0.68% | Q1 2018 | Q2 2018 | 2 |
Wealth Quarterback LLC | 2 | 2 | 3.86% | 4.04% | 4.22% | Q4 2022 | Q1 2023 | 2 |
Coco Enterprises, LLC | 2 | 2 | 1.00% | 1.01% | 1.02% | Q2 2023 | Q3 2023 | 2 |
New Capital Management LP | 1 | 1 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 2 |
NWAM LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Dorsey Wright & Associates | 1 | 1 | 0.27% | 0.48% | 0.69% | Q4 2016 | Q4 2022 | 2 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 2 | 2 | 0.10% | 0.22% | 0.34% | Q3 2023 | Q4 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
StoneX Group Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Acertus Capital Management, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2013 | Q1 2014 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.58% | 0.59% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.32% | 0.38% | 0.44% | Q1 2023 | Q2 2023 | 2 |
Compass Advisory Group LLC | 1 | 1 | 0.14% | 0.24% | 0.34% | Q1 2021 | Q3 2021 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.18% | 0.21% | 0.23% | Q2 2022 | Q3 2022 | 2 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Fidato Wealth LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2017 | Q3 2017 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Portfolio Strategies Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Paragon Advisors, LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q2 2022 | Q2 2022 | 1 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
TIAA, FSB | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Private Vista, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gainplan LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 1.76% | 1.76% | 1.76% | Q1 2019 | Q1 2019 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2021 | Q1 2021 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Aspire Capital Advisors LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
M&T BANK CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Clarity Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 2.65% | 2.65% | 2.65% | Q3 2019 | Q3 2019 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MOTCO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Spruce Investment Advisors LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2015 | Q4 2015 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Dakota Wealth Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2023 | Q2 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Legacy CG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Windsor Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HC Advisors, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2020 | Q1 2020 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | 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.