Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 38 | 3 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Waverly Advisors, LLC | 41 | 41 | 0.11% | 0.25% | 0.61% | Q3 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.08% | 0.18% | 0.34% | Q1 2014 | Q3 2023 | 39 |
Cetera Advisor Networks LLC | 38 | 38 | 0.01% | 0.04% | 0.11% | Q2 2014 | Q3 2023 | 38 |
Efficient Advisors, LLC | 37 | 1 | 0.02% | 0.14% | 0.22% | Q2 2013 | Q4 2022 | 38 |
Private Advisor Group, LLC | 37 | 37 | 0.00% | 0.03% | 0.13% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Annex Advisory Services, LLC | 36 | 36 | 0.11% | 0.27% | 0.38% | Q1 2014 | Q4 2022 | 36 |
Cetera Advisors LLC | 36 | 36 | 0.01% | 0.04% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
CWM, LLC | 24 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
Madrona Financial Services, LLC | 32 | 32 | 0.16% | 1.59% | 3.34% | Q4 2014 | Q3 2022 | 32 |
Janney Montgomery Scott LLC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 32 |
TIEDEMANN ADVISORS, LLC | 32 | 32 | 0.32% | 3.71% | 10.23% | Q4 2015 | Q3 2023 | 32 |
StrategIQ Financial Group, LLC | 32 | 32 | 0.14% | 0.30% | 0.49% | Q4 2015 | Q3 2023 | 32 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 31 |
Brookstone Capital Management | 31 | 31 | 0.04% | 0.20% | 0.52% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.13% | 0.23% | Q1 2016 | Q3 2023 | 31 |
AllSquare Wealth Management LLC | 21 | 10 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 31 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.00% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Darwin Wealth Management, LLC | 30 | 30 | 0.06% | 1.23% | 3.98% | Q2 2016 | Q3 2023 | 30 |
PATTON ALBERTSON MILLER GROUP, LLC | 30 | 30 | 0.29% | 1.04% | 3.51% | Q2 2016 | Q3 2023 | 30 |
Avior Wealth Management, LLC | 30 | 30 | 0.01% | 0.06% | 0.15% | Q2 2016 | Q3 2023 | 30 |
Evensky & Katz LLC | 27 | 2 | 0.00% | 0.10% | 0.50% | Q3 2014 | Q4 2021 | 29 |
FIFTH THIRD BANCORP | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 29 |
JPMORGAN CHASE & CO | 19 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
Polaris Wealth Advisory Group, LLC | 10 | 4 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2021 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.04% | 0.29% | Q4 2016 | Q3 2023 | 28 |
M Holdings Securities, Inc. | 23 | 5 | 0.11% | 0.35% | 0.79% | Q4 2015 | Q1 2023 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.17% | 0.50% | 0.87% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 26 | 2 | 0.02% | 0.05% | 0.34% | Q2 2015 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.03% | 0.05% | 0.21% | Q1 2016 | Q4 2022 | 28 |
Pacific Center for Financial Services | 24 | 3 | 0.03% | 0.07% | 0.19% | Q4 2016 | Q3 2023 | 27 |
Ausdal Financial Partners, Inc. | 13 | 1 | 0.05% | 0.13% | 0.32% | Q4 2015 | Q3 2023 | 27 |
JNBA Financial Advisors | 20 | 7 | 0.01% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 27 | 27 | 0.00% | 0.06% | 0.59% | Q1 2017 | Q3 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q4 2022 | 27 |
Northstar Group, Inc. | 26 | 26 | 0.20% | 0.59% | 1.26% | Q2 2017 | Q3 2023 | 26 |
JFS WEALTH ADVISORS, LLC | 26 | 26 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.18% | 0.34% | 0.64% | Q4 2016 | Q3 2023 | 26 |
AE Wealth Management LLC | 26 | 26 | 0.02% | 0.12% | 0.50% | Q2 2017 | Q3 2023 | 26 |
Verus Financial Partners, Inc. | 14 | 12 | 0.08% | 0.27% | 1.82% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 25 |
Madden Advisory Services, Inc. | 25 | 25 | 0.21% | 1.31% | 1.97% | Q4 2013 | Q4 2019 | 25 |
O'Dell Group, LLC | 13 | 12 | 0.08% | 0.13% | 0.20% | Q4 2016 | Q3 2023 | 25 |
Dynamic Advisor Solutions LLC | 25 | 25 | 0.03% | 0.11% | 0.20% | Q3 2017 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.04% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Occidental Asset Management, LLC | 24 | 24 | 0.07% | 0.16% | 0.25% | Q2 2017 | Q1 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Summit Financial Wealth Advisors, LLC | 18 | 6 | 0.04% | 0.13% | 0.27% | Q4 2015 | Q4 2021 | 24 |
Brinker Capital Investments, LLC | 23 | 23 | 0.00% | 0.03% | 0.31% | Q2 2017 | Q4 2022 | 23 |
NEXT Financial Group, Inc | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 23 |
Stratos Wealth Partners, LTD. | 16 | 2 | 0.00% | 0.05% | 0.44% | Q4 2014 | Q3 2023 | 23 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.02% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 23 |
MARINO, STRAM & ASSOCIATES LLC | 14 | 9 | 0.22% | 0.56% | 1.15% | Q4 2017 | Q3 2023 | 23 |
Financial Advocates Investment Management | 19 | 4 | 0.02% | 0.17% | 0.57% | Q4 2017 | Q3 2023 | 23 |
Sigma Planning Corp | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Ahrens Investment Partners LLC | 21 | 1 | 0.04% | 0.15% | 0.25% | Q2 2017 | Q1 2023 | 22 |
CFO4Life Group, LLC | 22 | 22 | 0.07% | 0.12% | 0.34% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 21 |
RITHOLTZ WEALTH MANAGEMENT | 21 | 21 | 0.04% | 0.08% | 0.11% | Q3 2018 | Q3 2023 | 21 |
Kovack Advisors, Inc. | 20 | 1 | 0.03% | 0.22% | 1.81% | Q2 2013 | Q3 2023 | 21 |
WealthPLAN Partners, LLC | 12 | 1 | 0.02% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 21 |
CX Institutional | 21 | 21 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q2 2023 | 21 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 10 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 21 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 21 |
ANCHOR CAPITAL ADVISORS LLC | 20 | 20 | 0.01% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Rain Capital Management, LLC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 0.12% | 0.22% | 0.44% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2022 | 20 |
CAPTRUST FINANCIAL ADVISORS | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.03% | 0.33% | 1.03% | Q1 2016 | Q4 2020 | 20 |
RESTON WEALTH MANAGEMENT LLC | 20 | 20 | 0.37% | 2.58% | 5.84% | Q4 2018 | Q3 2023 | 20 |
TSFG, LLC | 19 | 19 | 0.02% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
STIFEL FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.11% | 0.44% | 0.57% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.04% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 19 |
Regal Investment Advisors LLC | 15 | 2 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q4 2018 | 19 |
Trilogy Capital Inc. | 19 | 19 | 0.01% | 0.90% | 4.09% | Q1 2018 | Q3 2022 | 19 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 1.91% | 3.83% | 4.96% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.07% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Boston Standard Wealth Management, LLC | 14 | 4 | 0.11% | 0.40% | 0.61% | Q4 2014 | Q2 2019 | 18 |
NewSquare Capital LLC | 13 | 5 | 0.00% | 0.21% | 0.60% | Q2 2013 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
TRUE Private Wealth Advisors | 10 | 8 | 0.00% | 0.06% | 0.11% | Q1 2019 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 18 |
BANK OF MONTREAL /CAN/ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 18 |
MEANS INVESTMENT CO., INC. | 18 | 18 | 0.04% | 0.12% | 0.27% | Q4 2018 | Q1 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
North Star Investment Management Corp. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 17 |
Godshalk Welsh Capital Management, Inc. | 17 | 17 | 0.18% | 0.34% | 0.66% | Q3 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.08% | 0.30% | Q4 2018 | Q3 2023 | 17 |
Wealthquest Corp | 8 | 4 | 0.04% | 0.16% | 0.45% | Q4 2014 | Q1 2022 | 17 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 17 | 17 | 0.01% | 0.08% | 0.18% | Q4 2014 | Q4 2018 | 17 |
PFG Advisors | 13 | 1 | 0.03% | 0.36% | 1.28% | Q4 2017 | Q1 2023 | 17 |
DAVENPORT & Co LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.04% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 1.28% | 1.98% | 3.03% | Q4 2019 | Q3 2023 | 16 |
OPTIMUM INVESTMENT ADVISORS | 12 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q4 2021 | 16 |
Royal Fund Management, LLC | 16 | 16 | 0.01% | 0.34% | 0.51% | Q4 2019 | Q3 2023 | 16 |
First Heartland Consultants, Inc. | 10 | 6 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.03% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
TPG Financial Advisors, LLC | 16 | 16 | 0.12% | 0.17% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Midwest Professional Planners, LTD. | 16 | 16 | 0.13% | 0.26% | 0.37% | Q4 2017 | Q3 2021 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.02% | 0.07% | 0.17% | Q1 2020 | Q3 2023 | 15 |
GREATMARK INVESTMENT PARTNERS, INC. | 15 | 15 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q2 2023 | 15 |
Ameritas Investment Partners, Inc. | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2019 | 15 |
Belpointe Asset Management LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
ASPIRIANT, LLC | 15 | 15 | 0.06% | 0.34% | 0.74% | Q1 2020 | Q3 2023 | 15 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
CITIGROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2021 | 15 |
ROMAN BUTLER FULLERTON & CO | 15 | 15 | 0.24% | 0.48% | 0.87% | Q4 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2019 | 15 |
SteelPeak Wealth, LLC | 14 | 14 | 0.04% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Garrett Wealth Advisory Group, LLC | 14 | 14 | 0.26% | 0.38% | 0.46% | Q4 2018 | Q1 2022 | 14 |
Carroll Financial Associates, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 14 |
NorthRock Partners, LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2023 | 14 |
Wealthcare Advisory Partners LLC | 9 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 14 |
Corbenic Partners LLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q4 2017 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
WealthShield Partners, LLC | 11 | 3 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 14 |
FinTrust Capital Advisors, LLC | 14 | 14 | 0.00% | 0.05% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Advisory Services Network, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.27% | 0.32% | 0.41% | Q1 2012 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.09% | 0.31% | Q4 2019 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 13 |
Adams Wealth Management | 13 | 13 | 0.08% | 0.13% | 0.25% | Q3 2020 | Q3 2023 | 13 |
LifePlan Financial Group, Inc | 11 | 2 | 0.03% | 0.08% | 0.11% | Q4 2013 | Q3 2020 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.09% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 13 |
BlackRock Institutional Trust Company, N.A. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
First Allied Advisory Services, Inc. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2020 | 13 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Tactical Allocation Group LLC | 13 | 13 | 0.30% | 0.52% | 0.90% | Q2 2013 | Q2 2016 | 13 |
CAHABA WEALTH MANAGEMENT, INC. | 8 | 5 | 0.03% | 0.12% | 0.64% | Q4 2018 | Q1 2022 | 13 |
Realta Investment Advisors | 9 | 4 | 0.01% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 13 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Legacy Financial Group LLC | 12 | 12 | 0.14% | 0.22% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Voya Financial Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 12 |
BRINKER CAPITAL INC | 8 | 1 | 0.02% | 0.21% | 0.78% | Q3 2015 | Q1 2020 | 12 |
Fort Henry Capital, LLC | 12 | 12 | 0.80% | 1.00% | 1.31% | Q4 2020 | Q3 2023 | 12 |
Princeton Global Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Acorn Wealth Advisors, LLC | 9 | 3 | 0.07% | 0.21% | 0.28% | Q4 2017 | Q4 2022 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.11% | 0.28% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Jackson Wealth Management, LLC | 10 | 2 | 0.10% | 0.28% | 0.47% | Q4 2014 | Q1 2018 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 2.40% | 3.43% | 5.64% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 12 |
Fullen Financial Group | 12 | 12 | 0.30% | 0.33% | 0.40% | Q2 2020 | Q1 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.05% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
OXFORD FINANCIAL GROUP, LTD. LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
Weitzel Financial Services, Inc. | 12 | 12 | 1.19% | 3.00% | 5.10% | Q4 2020 | Q3 2023 | 12 |
Cedar Brook Financial Partners, LLC | 7 | 1 | 0.05% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 12 |
RPg Family Wealth Advisory, LLC | 8 | 4 | 0.04% | 0.09% | 0.16% | Q1 2019 | Q1 2022 | 12 |
HUNTINGTON NATIONAL BANK | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 3 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q4 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.07% | 0.14% | Q4 2020 | Q2 2023 | 11 |
Kingsview Wealth Management, LLC | 6 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
McIlrath & Eck, LLC | 8 | 3 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.15% | 0.31% | 0.68% | Q4 2017 | Q3 2020 | 11 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 11 |
DEUTSCHE BANK AG\ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 11 |
Sovereign Financial Group, Inc. | 11 | 11 | 0.21% | 0.27% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.01% | 0.04% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 1 | 0.02% | 0.08% | 0.20% | Q3 2017 | Q1 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
VSR Financial Services, Inc. | 11 | 11 | 0.04% | 0.39% | 1.08% | Q4 2013 | Q2 2016 | 11 |
Financial Strategies Group, Inc. | 11 | 11 | 0.09% | 0.18% | 0.27% | Q4 2019 | Q2 2022 | 11 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 10 |
Compass Ion Advisors, LLC | 10 | 10 | 0.10% | 3.62% | 26.33% | Q4 2019 | Q1 2022 | 10 |
SIGNATUREFD, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2020 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Simplicity Solutions, LLC | 9 | 1 | 0.01% | 0.12% | 0.59% | Q4 2017 | Q4 2020 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.01% | 0.05% | 0.20% | Q4 2019 | Q1 2022 | 10 |
Tarbox Family Office, Inc. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q1 2018 | 10 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 10 | 10 | 0.54% | 2.53% | 3.46% | Q4 2019 | Q1 2022 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
Risk Paradigm Group, LLC | 10 | 10 | 0.29% | 0.47% | 0.60% | Q3 2016 | Q4 2018 | 10 |
SimpliFi, Inc. | 10 | 10 | 0.13% | 0.19% | 0.22% | Q2 2021 | Q3 2023 | 10 |
First Ascent Asset Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Lido Advisors, LLC | 6 | 1 | 0.00% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Vigilare Wealth Management | 9 | 9 | 0.19% | 0.24% | 0.30% | Q4 2019 | Q4 2021 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2022 | 9 |
Acertus Capital Management, LLC | 8 | 1 | 0.07% | 0.48% | 1.39% | Q4 2013 | Q2 2017 | 9 |
SII INVESTMENTS INC/WI | 7 | 2 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2017 | 9 |
FURE FINANCIAL CORP | 9 | 9 | 2.16% | 2.38% | 3.02% | Q4 2019 | Q4 2021 | 9 |
J Arnold Wealth Management Co | 7 | 1 | 0.11% | 0.58% | 2.96% | Q4 2019 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.38% | 0.48% | 0.58% | Q4 2021 | Q4 2023 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Westside Investment Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2020 | 9 |
Goodwin Investment Advisory | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Concord Wealth Partners | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.46% | 0.64% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Gerstein Fisher | 3 | 1 | 0.01% | 0.07% | 0.08% | Q4 2013 | Q3 2016 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
RFG Advisory, LLC | 5 | 3 | 0.01% | 0.53% | 1.79% | Q4 2015 | Q3 2023 | 8 |
C-J Advisory, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.06% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 8 |
SlateStone Wealth, LLC | 8 | 8 | 0.10% | 2.43% | 4.64% | Q4 2018 | Q3 2020 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 8 | 0.03% | 0.06% | 0.06% | Q4 2019 | Q3 2021 | 8 |
Redhawk Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.18% | 0.24% | Q2 2019 | Q1 2022 | 8 |
Affiance Financial, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.32% | 0.39% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 0.38% | 0.45% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Well Done, LLC | 8 | 8 | 0.30% | 0.78% | 3.37% | Q2 2016 | Q1 2018 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2018 | 8 |
WestEnd Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 8 |
Brio Consultants, LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2018 | Q3 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MONTAG A & ASSOCIATES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
MDE Group | 8 | 8 | 0.06% | 0.53% | 1.20% | Q2 2013 | Q1 2015 | 8 |
Ellenbecker Investment Group | 8 | 8 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 2.32% | 2.65% | 3.01% | Q4 2021 | Q3 2023 | 8 |
Vanguard Capital Wealth Advisors | 8 | 8 | 0.52% | 0.68% | 0.93% | Q1 2018 | Q4 2019 | 8 |
Foundations Investment Advisors, LLC | 4 | 1 | 0.01% | 0.12% | 0.28% | Q3 2018 | Q3 2023 | 8 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 8 | 8 | 0.96% | 1.38% | 2.29% | Q4 2017 | Q3 2019 | 8 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
ALTERNA WEALTH MANAGEMENT, INC | 7 | 7 | 0.29% | 0.33% | 0.37% | Q2 2019 | Q4 2020 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.03% | 0.11% | Q1 2021 | Q4 2022 | 7 |
Winch Advisory Services, LLC | 6 | 1 | 0.00% | 0.12% | 0.77% | Q2 2015 | Q4 2021 | 7 |
SCOTIA CAPITAL INC. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2019 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.06% | 0.08% | 0.12% | Q3 2017 | Q1 2019 | 7 |
IHT Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q4 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Clear Perspectives Financial Planning, LLC | 7 | 7 | 0.00% | 0.07% | 0.10% | Q4 2020 | Q2 2022 | 7 |
ASSETMARK, INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
F3Logic, LLC | 7 | 7 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q4 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.11% | 0.35% | Q1 2019 | Q3 2021 | 7 |
Argentus Capital Management, LLC | 7 | 7 | 0.00% | 0.09% | 0.20% | Q1 2015 | Q3 2016 | 7 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 7 |
Western Wealth Management, LLC | 4 | 3 | 0.01% | 0.09% | 0.19% | Q1 2019 | Q3 2022 | 7 |
Consilium Wealth Advisory, LLC | 5 | 2 | 0.16% | 1.01% | 2.93% | Q4 2021 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.21% | 0.38% | 0.54% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
CAHILL FINANCIAL ADVISORS INC | 4 | 1 | 0.01% | 0.35% | 0.53% | Q4 2013 | Q3 2021 | 6 |
Patten Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
FourThought Financial, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 6 |
ARQ WEALTH ADVISORS, LLC | 6 | 6 | 2.93% | 3.38% | 3.72% | Q1 2020 | Q2 2021 | 6 |
Asset Dedication, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
Advisory Alpha, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2018 | 6 |
HBW ADVISORY SERVICES LLC | 6 | 6 | 0.08% | 0.11% | 0.14% | Q1 2021 | Q2 2022 | 6 |
One Capital Management, LLC | 6 | 6 | 0.01% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 6 |
FDx Advisors, Inc. | 5 | 1 | 0.04% | 0.07% | 0.19% | Q4 2016 | Q1 2022 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q1 2017 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.00% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 6 |
Bellwether Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
HOWE & RUSLING INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Gemmer Asset Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Paragon Advisors, LLC | 6 | 6 | 0.15% | 0.83% | 1.24% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Robertson Stephens Wealth Management, LLC | 6 | 6 | 0.02% | 0.06% | 0.22% | Q4 2020 | Q1 2022 | 6 |
AVALON CAPITAL MANAGEMENT | 5 | 5 | 0.28% | 0.30% | 0.32% | Q2 2013 | Q2 2014 | 5 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.09% | 0.12% | 0.17% | Q4 2022 | Q4 2023 | 5 |
ERTS Wealth Advisors, LLC | 5 | 5 | 0.24% | 0.28% | 0.32% | Q4 2018 | Q4 2019 | 5 |
Bridgeworth, LLC | 3 | 2 | 0.12% | 0.15% | 0.18% | Q4 2016 | Q2 2018 | 5 |
Texas Capital Bank Wealth Management Services Inc | 5 | 5 | 0.16% | 0.25% | 0.34% | Q4 2019 | Q4 2020 | 5 |
Merriman Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Bluesphere Advisors, LLC | 5 | 5 | 0.23% | 0.27% | 0.31% | Q4 2020 | Q4 2021 | 5 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q4 2022 | 5 |
American Trust | 4 | 1 | 0.02% | 0.04% | 0.12% | Q2 2022 | Q3 2023 | 5 |
NewDay Solutions, LLC | 4 | 1 | 0.57% | 0.86% | 1.36% | Q4 2018 | Q1 2020 | 5 |
FINANCIAL MANAGEMENT NETWORK INC | 5 | 5 | 0.20% | 0.23% | 0.24% | Q4 2020 | Q4 2021 | 5 |
ROCKY MOUNTAIN ADVISERS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Arden Trust Co | 5 | 5 | 0.06% | 2.16% | 9.84% | Q2 2022 | Q2 2023 | 5 |
Keebeck Wealth Management, LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q1 2022 | Q1 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 1 | 0.01% | 0.60% | 2.91% | Q4 2018 | Q2 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 5 |
Advisor Resource Council | 5 | 5 | 0.02% | 0.08% | 0.20% | Q2 2021 | Q2 2022 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.05% | 0.07% | 0.10% | Q1 2015 | Q1 2016 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.23% | 0.30% | 0.54% | Q4 2018 | Q4 2019 | 5 |
Savior LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
First Financial Bank - Trust Division | 5 | 5 | 0.34% | 0.39% | 0.45% | Q4 2022 | Q4 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.10% | 0.14% | 0.19% | Q2 2013 | Q2 2014 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.74% | 3.69% | Q4 2020 | Q4 2021 | 5 |
FundX Investment Group, LLC | 5 | 5 | 0.13% | 1.15% | 2.88% | Q1 2020 | Q1 2021 | 5 |
Fort Point Capital Partners LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2020 | 4 |
WFG Advisors, LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 4 |
Sentinus, LLC | 4 | 4 | 0.46% | 0.49% | 0.52% | Q3 2022 | Q2 2023 | 4 |
Compass Advisory Group LLC | 4 | 4 | 0.21% | 0.36% | 0.52% | Q1 2021 | Q4 2021 | 4 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.00% | 0.07% | 0.14% | Q3 2020 | Q2 2022 | 4 |
Acropolis Investment Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Heirloom Wealth Management | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.00% | 0.09% | 0.14% | Q4 2020 | Q3 2021 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
GeoWealth Management, LLC | 2 | 1 | 0.02% | 0.27% | 0.76% | Q4 2021 | Q2 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.55% | 0.61% | 0.65% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q1 2018 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.23% | 0.30% | 0.37% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 4 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 4 |
Enterprise Bank & Trust Co | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2019 | Q4 2019 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 4 |
MKD WEALTH COACHES, LLC | 4 | 4 | 0.36% | 0.39% | 0.40% | Q4 2020 | Q3 2021 | 4 |
WEST PACES ADVISORS INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2015 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.24% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
HL FINANCIAL SERVICES LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.01% | 0.18% | 0.32% | Q2 2016 | Q4 2021 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.10% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
St. James Investment Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 4 |
Smith Anglin Financial, LLC | 4 | 4 | 0.29% | 0.34% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Eagle Ridge Investment Management | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q2 2017 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 4 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 4 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
KHP Capital, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TIEDEMANN TRUST CO | 3 | 3 | 6.08% | 6.69% | 7.40% | Q4 2015 | Q2 2016 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q2 2021 | 3 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 3 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.09% | 0.14% | 0.22% | Q1 2021 | Q3 2021 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Cardinal Point Wealth Management LLC | 3 | 3 | 0.23% | 0.25% | 0.28% | Q4 2020 | Q2 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Homrich & Berg | 3 | 3 | 0.12% | 0.21% | 0.26% | Q4 2017 | Q2 2018 | 3 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q3 2020 | 3 |
Planning Solutions Group LLC | 3 | 3 | 3.38% | 3.67% | 4.03% | Q4 2018 | Q2 2019 | 3 |
TRUST CO OF VERMONT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Syntal Capital Partners, LLC | 3 | 3 | 0.18% | 0.23% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Richard Bernstein Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q1 2014 | 3 |
Chesapeake Wealth Management | 2 | 1 | 0.09% | 0.10% | 0.10% | Q2 2018 | Q1 2019 | 3 |
RiverTree Advisors, LLC | 3 | 3 | 2.64% | 2.67% | 2.69% | Q1 2021 | Q3 2021 | 3 |
Investors Capital Advisory Services | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Integrated Investment Consultants, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 3 |
Peak Asset Management, LLC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q1 2020 | Q4 2020 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.06% | 0.09% | Q3 2017 | Q2 2018 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HOWARD WEALTH MANAGEMENT, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Leading Edge Financial Planning LLC | 3 | 3 | 0.13% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Richard P Slaughter Associates Inc | 3 | 3 | 0.18% | 0.25% | 0.35% | Q3 2022 | Q1 2023 | 3 |
Strategic Wealth Partners Group, LLC | 2 | 1 | 0.13% | 0.15% | 0.16% | Q1 2021 | Q4 2021 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2017 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q4 2020 | Q2 2021 | 3 |
Koss-Olinger Consulting, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
StoneX Group Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2022 | 3 |
Pensionmark Financial Group, LLC | 2 | 1 | 0.09% | 0.14% | 0.23% | Q4 2018 | Q3 2023 | 3 |
COWA, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2020 | Q4 2020 | 3 |
Financial Advisors, LLC | 2 | 1 | 0.07% | 0.68% | 1.31% | Q4 2022 | Q3 2023 | 3 |
Verum Partners LLC | 3 | 3 | 0.09% | 0.17% | 0.22% | Q1 2023 | Q3 2023 | 3 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
WIN ADVISORS, INC | 1 | 1 | 0.78% | 1.00% | 1.23% | Q1 2022 | Q1 2023 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Veritable, L.P. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.49% | 0.50% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 2 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.42% | 0.43% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Retireful, LLC | 2 | 2 | 0.54% | 1.25% | 1.96% | Q1 2023 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
HARRELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.68% | 0.72% | 0.75% | Q1 2022 | Q2 2022 | 2 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q4 2022 | 2 |
BB&T SECURITIES, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q4 2018 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q2 2023 | 2 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2022 | Q4 2022 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q4 2020 | 2 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 12.22% | 16.98% | 21.75% | Q3 2017 | Q4 2017 | 2 |
BOS Asset Management, LLC | 1 | 1 | 0.16% | 0.19% | 0.23% | Q4 2022 | Q2 2023 | 2 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q4 2022 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 2 |
CADENCE BANK NA | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Ruggie Capital Group | 2 | 2 | 0.15% | 0.17% | 0.19% | Q1 2016 | Q2 2016 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 3.60% | 4.18% | 4.74% | Q2 2022 | Q3 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Waterloo Capital, L.P. | 1 | 1 | 0.06% | 0.19% | 0.31% | Q1 2020 | Q2 2023 | 2 |
Divergent Planning, LLC | 1 | 1 | 0.14% | 0.15% | 0.17% | Q2 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Tiedemann Wealth Management Holdings, LLC | 2 | 2 | 1.71% | 1.83% | 1.95% | Q3 2016 | Q4 2016 | 2 |
Synergy Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
FLC Capital Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Snider Financial Group | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2021 | Q2 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CXI Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Glovista Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2023 | Q3 2023 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2015 | Q4 2015 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 8.94% | 8.94% | 8.94% | Q4 2015 | Q4 2015 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Forward Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Retirement Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Worth Financial Advisory Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Bard Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Allen Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
COREPATH WEALTH PARTNERS LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2020 | Q4 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Atria Investments, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
55I, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Orcam Financial Group | 1 | 1 | 2.45% | 2.45% | 2.45% | Q4 2022 | Q4 2022 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
ACG Wealth | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Arbor Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
StrongBox Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Private Vista, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
Capital Square, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sweet Financial Partners, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2022 | Q1 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2019 | Q3 2019 | 1 |
KilterHowling LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2022 | Q4 2022 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
CMC Financial Group | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.