Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 10 | 0.00% | 0.07% | 0.45% | Q1 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
HANCOCK WHITNEY CORP | 25 | 2 | 0.01% | 0.09% | 0.30% | Q3 2015 | Q3 2023 | 29 |
BANK OF AMERICA CORP /DE/ | 17 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 29 |
BLAIR WILLIAM & CO/IL | 26 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 28 |
Well Done, LLC | 27 | 27 | 0.06% | 0.40% | 0.94% | Q1 2017 | Q3 2023 | 27 |
LPL Financial LLC | 25 | 2 | 0.00% | 0.03% | 0.15% | Q4 2016 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 26 |
Brinker Capital Investments, LLC | 22 | 2 | 0.00% | 0.28% | 0.87% | Q2 2015 | Q4 2022 | 26 |
BlackRock Inc. | 15 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 25 |
Gradient Investments LLC | 14 | 1 | 0.00% | 0.06% | 1.26% | Q3 2015 | Q2 2022 | 25 |
Peak Financial Management, Inc. | 25 | 25 | 1.55% | 2.27% | 3.22% | Q3 2017 | Q3 2023 | 25 |
HighTower Advisors, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 24 |
Bank of New York Mellon Corp | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 24 |
MML INVESTORS SERVICES, LLC | 24 | 24 | 0.00% | 0.08% | 0.38% | Q4 2017 | Q3 2023 | 24 |
Sutton Wealth Advisors Inc. | 24 | 24 | 0.01% | 0.24% | 0.43% | Q1 2016 | Q4 2021 | 24 |
Raymond James Financial Services Advisors, Inc. | 11 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 23 |
Advisory Services Network, LLC | 14 | 1 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q1 2023 | 23 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 9 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.09% | 0.38% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q2 2023 | 21 |
CITIGROUP INC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 20 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12 | 8 | 0.02% | 0.28% | 0.81% | Q2 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2022 | 20 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.04% | 0.13% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Parallel Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Stone House Investment Management, LLC | 10 | 10 | 0.02% | 1.28% | 2.51% | Q4 2016 | Q3 2023 | 20 |
First National Bank of South Miami | 19 | 19 | 0.35% | 0.93% | 1.58% | Q4 2018 | Q2 2023 | 19 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.01% | 0.17% | Q4 2014 | Q2 2019 | 19 |
TRUE Private Wealth Advisors | 8 | 3 | 0.02% | 3.82% | 7.69% | Q3 2016 | Q4 2022 | 18 |
Creative Planning | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.60% | 1.03% | Q1 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 18 |
NWAM LLC | 17 | 17 | 0.01% | 0.39% | 0.82% | Q3 2019 | Q3 2023 | 17 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2019 | 17 |
WEDBUSH SECURITIES INC | 13 | 1 | 0.01% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 16 | 0.05% | 0.51% | 0.96% | Q4 2017 | Q3 2021 | 16 |
Brookstone Capital Management | 10 | 2 | 0.01% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 16 |
WealthTrust-Arizona, LLC | 16 | 16 | 0.08% | 0.13% | 0.29% | Q1 2015 | Q4 2018 | 16 |
Steward Partners Investment Advisory, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 16 |
AXA S.A. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 16 |
US BANCORP \DE\ | 10 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 16 |
Janney Montgomery Scott LLC | 13 | 2 | 0.00% | 0.07% | 0.25% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.07% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
FMR LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.06% | 0.37% | 0.92% | Q1 2020 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.03% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 15 |
Sargent Bickham Lagudis LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 14 |
B & T Capital Management DBA Alpha Capital Management | 12 | 1 | 0.06% | 1.95% | 3.86% | Q2 2018 | Q2 2022 | 14 |
M&T BANK CORP | 10 | 4 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q4 2020 | 14 |
Financial Architects, Inc | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 13 | 13 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q4 2022 | 13 |
AE Wealth Management LLC | 10 | 3 | 0.01% | 0.08% | 0.19% | Q2 2019 | Q3 2023 | 13 |
LS Investment Advisors, LLC | 13 | 13 | 0.01% | 0.05% | 0.08% | Q3 2015 | Q3 2018 | 13 |
GLENMEDE TRUST CO NA | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 13 |
Cetera Investment Advisers | 10 | 3 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 13 |
Windhaven Investment Management, Inc. | 13 | 13 | 0.64% | 1.66% | 2.27% | Q1 2015 | Q1 2018 | 13 |
WEALTHSOURCE PARTNERS, LLC | 10 | 2 | 0.15% | 0.62% | 1.29% | Q3 2016 | Q3 2023 | 12 |
JPMORGAN CHASE & CO | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.18% | 0.24% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Cedar Mountain Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 2 | 0.01% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q4 2021 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 11 |
Sandy Spring Bank | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sigma Planning Corp | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
ATLAS CAPITAL ADVISORS LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 11 |
Modera Wealth Management, LLC | 11 | 11 | 0.01% | 0.09% | 0.23% | Q4 2020 | Q2 2023 | 11 |
DELTA ASSET MANAGEMENT LLC/TN | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 11 |
ANCHOR CAPITAL ADVISORS LLC | 11 | 11 | 0.01% | 0.04% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.00% | 0.17% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Dana Investment Advisors, Inc. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q1 2019 | 11 |
Avior Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 11 |
RAYMOND JAMES & ASSOCIATES | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Baystate Wealth Management LLC | 10 | 10 | 0.00% | 0.05% | 0.12% | Q2 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
PATTON ALBERTSON MILLER GROUP, LLC | 10 | 10 | 0.11% | 0.79% | 1.74% | Q2 2021 | Q3 2023 | 10 |
Wealth Alliance | 9 | 1 | 0.13% | 0.68% | 1.08% | Q4 2020 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Hubbell Strickland Wealth Management, LLC | 10 | 10 | 0.33% | 0.46% | 0.67% | Q2 2021 | Q3 2023 | 10 |
CLIENT 1ST ADVISORY GROUP, LLC | 10 | 10 | 0.43% | 1.42% | 2.31% | Q2 2021 | Q3 2023 | 10 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10 | 10 | 0.03% | 1.57% | 5.28% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 10 | 10 | 0.01% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.00% | 0.07% | 0.17% | Q2 2021 | Q3 2023 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Renaissance Technologies | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Ancora Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.04% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Venturi Wealth Management, LLC | 10 | 10 | 0.00% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 10 | 10 | 0.01% | 0.25% | 0.54% | Q2 2021 | Q3 2023 | 10 |
Northwest Capital Management Inc | 10 | 10 | 0.13% | 3.23% | 7.95% | Q2 2021 | Q3 2023 | 10 |
44 WEALTH MANAGEMENT LLC | 10 | 10 | 0.11% | 0.16% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Fortis Advisors, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Cetera Advisors LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
LFA - Lugano Financial Advisors SA | 5 | 5 | 0.02% | 1.63% | 2.78% | Q2 2018 | Q4 2020 | 10 |
Founders Financial Alliance, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Madison Wealth Partners, Inc | 10 | 10 | 0.18% | 0.28% | 0.40% | Q2 2021 | Q3 2023 | 10 |
MA Private Wealth | 9 | 9 | 0.12% | 1.09% | 2.41% | Q3 2021 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.09% | 0.74% | 1.35% | Q2 2021 | Q2 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.01% | 0.13% | 0.22% | Q4 2020 | Q4 2022 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.03% | 0.44% | 1.02% | Q2 2021 | Q2 2023 | 9 |
TNF LLC | 9 | 9 | 0.16% | 0.74% | 1.90% | Q3 2021 | Q3 2023 | 9 |
Pettinga Financial Advisors LLC | 8 | 1 | 0.24% | 2.75% | 4.01% | Q1 2021 | Q3 2023 | 9 |
D.A. DAVIDSON & CO. | 8 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Foundations Investment Advisors, LLC | 7 | 2 | 0.08% | 0.24% | 0.47% | Q2 2021 | Q3 2023 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.00% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Private Advisor Group, LLC | 9 | 9 | 0.01% | 0.01% | 0.04% | Q2 2021 | Q2 2023 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q2 2023 | 9 |
Silicon Hills Wealth Management, LLC | 7 | 2 | 0.19% | 0.51% | 1.13% | Q1 2020 | Q2 2022 | 9 |
AMERIPRISE FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Strategic Blueprint, LLC | 8 | 1 | 0.01% | 0.10% | 0.17% | Q3 2019 | Q1 2023 | 9 |
Perigon Wealth Management, LLC | 8 | 1 | 0.01% | 0.12% | 0.25% | Q3 2011 | Q2 2023 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Stratos Wealth Advisors, LLC | 9 | 9 | 0.08% | 0.19% | 0.49% | Q2 2021 | Q2 2023 | 9 |
Atria Investments, Inc | 7 | 2 | 0.02% | 0.11% | 0.20% | Q1 2017 | Q4 2022 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.01% | 0.15% | 0.38% | Q3 2021 | Q3 2023 | 9 |
LINCOLN NATIONAL CORP | 4 | 1 | 0.01% | 0.02% | 0.11% | Q2 2018 | Q1 2023 | 9 |
Rockefeller Capital Management L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
FIRST NATIONAL CORP /MA/ /ADV | 7 | 2 | 0.06% | 0.22% | 0.71% | Q1 2020 | Q3 2022 | 9 |
WealthShield Partners, LLC | 9 | 9 | 0.00% | 0.23% | 0.66% | Q2 2021 | Q2 2023 | 9 |
SIMPLEX TRADING, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Icon Wealth Partners, LLC | 5 | 3 | 0.01% | 0.33% | 0.66% | Q2 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 4 | 1 | 0.00% | 0.04% | 0.12% | Q1 2020 | Q4 2022 | 8 |
Evolution Wealth Advisors, LLC | 8 | 8 | 1.55% | 2.89% | 4.79% | Q4 2021 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q3 2020 | 8 |
Keebeck Wealth Management, LLC | 8 | 8 | 0.05% | 0.12% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.29% | 0.38% | 0.53% | Q4 2021 | Q3 2023 | 8 |
PARK AVENUE SECURITIES LLC | 8 | 8 | 0.01% | 0.83% | 1.46% | Q2 2021 | Q1 2023 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 8 |
Day & Ennis, LLC | 8 | 8 | 0.08% | 1.13% | 1.75% | Q2 2021 | Q1 2023 | 8 |
Paradigm Financial Advisors, LLC | 8 | 8 | 0.14% | 0.46% | 0.62% | Q1 2018 | Q4 2019 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.01% | 0.09% | 0.18% | Q2 2021 | Q1 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.09% | 0.23% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 4 | 2 | 0.00% | 0.06% | 0.13% | Q4 2020 | Q2 2023 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 8 | 8 | 0.07% | 2.08% | 4.85% | Q2 2021 | Q1 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q1 2023 | 8 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Aspire Private Capital, LLC | 8 | 8 | 0.00% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Axiom Advisory, LLC | 8 | 8 | 1.43% | 1.98% | 3.04% | Q4 2021 | Q3 2023 | 8 |
BLACKROCK ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Orion Portfolio Solutions, LLC | 6 | 2 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q4 2022 | 8 |
RATIONAL ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 8 | 8 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q1 2023 | 8 |
Tradition Wealth Management, LLC | 7 | 7 | 0.06% | 0.16% | 0.25% | Q2 2021 | Q4 2022 | 7 |
High Falls Advisors, Inc | 7 | 7 | 0.77% | 1.53% | 2.32% | Q2 2021 | Q4 2022 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 7 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Horst & Graben Wealth Management LLC | 7 | 7 | 0.75% | 1.10% | 2.07% | Q2 2021 | Q4 2022 | 7 |
Sharkey, Howes & Javer | 7 | 7 | 0.39% | 1.22% | 2.04% | Q2 2021 | Q4 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.07% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Lantz Financial LLC | 7 | 7 | 0.12% | 0.23% | 0.36% | Q2 2021 | Q4 2022 | 7 |
PROVENCE WEALTH MANAGEMENT GROUP | 6 | 1 | 0.03% | 0.58% | 1.18% | Q4 2021 | Q3 2023 | 7 |
Stokes Family Office, LLC | 7 | 7 | 0.32% | 0.65% | 1.14% | Q2 2021 | Q4 2022 | 7 |
COMERICA SECURITIES,INC. | 7 | 7 | 0.08% | 0.24% | 0.38% | Q2 2021 | Q4 2022 | 7 |
Trek Financial, LLC | 7 | 7 | 0.07% | 0.12% | 0.16% | Q2 2021 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.10% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 7 | 7 | 0.03% | 0.06% | 0.11% | Q2 2021 | Q4 2022 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q1 2023 | 7 |
Soltis Investment Advisors LLC | 7 | 7 | 0.04% | 0.13% | 0.37% | Q3 2021 | Q1 2023 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 7 | 0.06% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.03% | 0.13% | Q1 2022 | Q3 2023 | 7 |
PAX Financial Group, LLC | 7 | 7 | 0.30% | 0.91% | 1.46% | Q2 2021 | Q4 2022 | 7 |
One Wealth Advisors, LLC | 7 | 7 | 0.26% | 0.48% | 0.68% | Q2 2021 | Q4 2022 | 7 |
Ausdal Financial Partners, Inc. | 5 | 2 | 0.03% | 0.08% | 0.12% | Q1 2018 | Q4 2022 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.31% | 0.73% | 1.12% | Q2 2021 | Q4 2022 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Goodwin Investment Advisory | 7 | 7 | 0.01% | 1.36% | 2.98% | Q2 2021 | Q4 2022 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.08% | 0.33% | Q1 2021 | Q1 2023 | 7 |
Capital Investment Advisory Services, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 7 |
MSI Financial Services Inc | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 7 |
SigFig Wealth Management, LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q4 2022 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.13% | 0.30% | 0.47% | Q2 2021 | Q4 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Cooper Financial Group | 7 | 7 | 0.09% | 0.39% | 1.24% | Q2 2021 | Q4 2022 | 7 |
ONE Advisory Partners, LLC | 7 | 7 | 0.62% | 1.47% | 2.55% | Q2 2021 | Q4 2022 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2017 | 7 |
Cypress Wealth Services, LLC | 7 | 7 | 0.18% | 0.32% | 0.54% | Q2 2021 | Q4 2022 | 7 |
Scarborough Advisors, LLC | 7 | 7 | 0.07% | 2.50% | 5.16% | Q4 2021 | Q2 2023 | 7 |
Van Hulzen Asset Management, LLC | 7 | 7 | 0.20% | 0.52% | 0.83% | Q2 2021 | Q4 2022 | 7 |
Snowden Capital Advisors LLC | 6 | 1 | 0.01% | 0.05% | 0.07% | Q2 2021 | Q1 2023 | 7 |
Regal Investment Advisors LLC | 7 | 7 | 0.04% | 0.08% | 0.13% | Q2 2021 | Q4 2022 | 7 |
MCMORGAN & CO LLC | 7 | 7 | 2.45% | 4.11% | 6.36% | Q2 2021 | Q4 2022 | 7 |
ASSETMARK, INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Summit X, LLC | 7 | 7 | 0.19% | 0.29% | 0.58% | Q2 2021 | Q4 2022 | 7 |
3EDGE Asset Management, LP | 2 | 1 | 0.05% | 0.96% | 2.21% | Q4 2016 | Q4 2022 | 7 |
Pensionmark Financial Group, LLC | 7 | 7 | 0.05% | 0.13% | 0.22% | Q2 2021 | Q4 2022 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 7 |
Austin Private Wealth, LLC | 7 | 7 | 0.22% | 0.37% | 0.49% | Q2 2021 | Q4 2022 | 7 |
Concorde Asset Management, LLC | 7 | 7 | 0.30% | 0.52% | 0.77% | Q2 2021 | Q4 2022 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Spectrum Planning & Advisory Services Inc. | 7 | 7 | 0.44% | 0.85% | 1.53% | Q2 2021 | Q4 2022 | 7 |
EQ LLC | 7 | 7 | 0.57% | 0.93% | 1.40% | Q2 2021 | Q4 2022 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.03% | 0.06% | 0.10% | Q2 2021 | Q4 2022 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.19% | 0.46% | 0.84% | Q2 2018 | Q4 2019 | 7 |
Mount Yale Investment Advisors, LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q4 2022 | 7 |
Horizons Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2023 | 7 |
PFG Advisors | 7 | 7 | 0.02% | 0.08% | 0.12% | Q3 2021 | Q1 2023 | 7 |
Csenge Advisory Group | 4 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2022 | 6 |
FLC Capital Advisors | 6 | 6 | 0.15% | 0.97% | 2.13% | Q2 2021 | Q3 2022 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Round Table Services, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2022 | 6 |
ALLIANCEBERNSTEIN L.P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.03% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 6 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 6 |
NORTHWEST WEALTH MANAGEMENT, LLC | 6 | 6 | 0.08% | 0.14% | 0.23% | Q2 2022 | Q3 2023 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.04% | 0.15% | 0.26% | Q2 2021 | Q3 2022 | 6 |
Vestmark Advisory Solutions, Inc. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.15% | 0.86% | 1.98% | Q2 2021 | Q3 2022 | 6 |
JB Capital LLC | 6 | 6 | 0.61% | 1.24% | 2.28% | Q3 2021 | Q4 2022 | 6 |
Apollon Wealth Management, LLC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q1 2023 | 6 |
NEW YORK STATE COMMON RETIREMENT FUND | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2022 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MCIA Inc | 4 | 2 | 0.29% | 1.39% | 2.16% | Q2 2021 | Q4 2022 | 6 |
Larson Financial Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
Truadvice, LLC | 6 | 6 | 0.17% | 0.28% | 0.43% | Q2 2021 | Q3 2022 | 6 |
PACIFIC FINANCIAL GROUP INC | 5 | 1 | 0.01% | 0.50% | 0.62% | Q4 2018 | Q3 2020 | 6 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2022 | 6 |
CFS Investment Advisory Services, LLC | 6 | 6 | 0.77% | 1.09% | 1.35% | Q3 2021 | Q4 2022 | 6 |
BESSEMER GROUP INC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 6 |
Anfield Capital Management, LLC | 6 | 6 | 0.64% | 0.76% | 0.98% | Q2 2022 | Q3 2023 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.10% | 0.29% | Q2 2022 | Q3 2023 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 2 | 0.00% | 0.04% | 0.18% | Q3 2017 | Q2 2019 | 6 |
Successful Portfolios LLC | 6 | 6 | 0.20% | 0.34% | 0.44% | Q2 2021 | Q3 2022 | 6 |
Tri-Star Advisors Inc. | 6 | 6 | 0.95% | 1.85% | 2.59% | Q2 2021 | Q3 2022 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.04% | 0.10% | 0.26% | Q3 2021 | Q4 2022 | 6 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 6 | 0.13% | 0.21% | 0.28% | Q4 2021 | Q1 2023 | 6 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.00% | 0.43% | 0.73% | Q3 2019 | Q4 2022 | 6 |
Physician Wealth Advisors, Inc. | 6 | 6 | 0.36% | 0.51% | 0.76% | Q2 2021 | Q3 2022 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SWMG, LLC | 4 | 2 | 0.41% | 0.77% | 1.11% | Q2 2021 | Q4 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.06% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Stratos Wealth Partners, LTD. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 6 |
Independent Wealth Network Inc. | 6 | 6 | 0.14% | 0.17% | 0.20% | Q3 2021 | Q4 2022 | 6 |
FIRETHORN WEALTH PARTNERS, LLC | 5 | 1 | 0.36% | 0.61% | 1.10% | Q2 2021 | Q4 2022 | 6 |
Caption Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 6 |
Invst, LLC | 6 | 6 | 0.16% | 0.24% | 0.35% | Q2 2021 | Q3 2022 | 6 |
Spectrum Management Group, LLC | 6 | 6 | 0.25% | 0.39% | 0.51% | Q2 2021 | Q3 2022 | 6 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2022 | 5 |
CAHILL FINANCIAL ADVISORS INC | 5 | 5 | 0.08% | 0.55% | 1.10% | Q3 2021 | Q3 2022 | 5 |
BMS Financial Advisors, LLC | 5 | 5 | 0.38% | 0.97% | 1.49% | Q4 2021 | Q4 2022 | 5 |
JUNCTURE WEALTH STRATEGIES, LLC | 5 | 5 | 0.55% | 1.67% | 2.28% | Q4 2021 | Q4 2022 | 5 |
Aptus Capital Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
PINNACLE ASSOCIATES LTD | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FLAGSTAR ADVISORS INC | 5 | 5 | 0.02% | 0.23% | 0.34% | Q3 2021 | Q3 2022 | 5 |
Mascoma Wealth Management LLC | 3 | 2 | 0.00% | 0.07% | 0.16% | Q2 2022 | Q3 2023 | 5 |
Trinity Legacy Partners, LLC | 4 | 1 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q1 2022 | 5 |
Keystone Wealth Services, LLC | 5 | 5 | 0.16% | 0.31% | 0.54% | Q4 2021 | Q4 2022 | 5 |
Security Financial Services, INC. | 5 | 5 | 0.87% | 1.68% | 2.88% | Q4 2021 | Q4 2022 | 5 |
O'Brien Greene & Co. Inc | 4 | 1 | 0.08% | 0.13% | 0.24% | Q2 2022 | Q3 2023 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
ARGI Investment Services, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Intelligence Driven Advisers, LLC | 5 | 5 | 0.44% | 1.60% | 3.76% | Q3 2021 | Q3 2022 | 5 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.03% | 0.06% | 0.12% | Q2 2021 | Q2 2022 | 5 |
Private Capital Group, LLC | 5 | 5 | 0.02% | 0.10% | 0.15% | Q2 2021 | Q2 2022 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
4J Wealth Management LLC | 5 | 5 | 0.26% | 1.15% | 1.64% | Q2 2021 | Q2 2022 | 5 |
Advisors Preferred, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 5 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 5 | 5 | 0.25% | 0.51% | 0.78% | Q1 2021 | Q1 2022 | 5 |
PALLADIEM, LLC | 5 | 5 | 2.89% | 5.50% | 9.64% | Q1 2022 | Q1 2023 | 5 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
GRIES FINANCIAL LLC | 3 | 2 | 1.32% | 2.39% | 4.00% | Q3 2021 | Q4 2022 | 5 |
EWG Elevate Inc. | 4 | 1 | 0.12% | 0.16% | 0.22% | Q1 2022 | Q3 2023 | 5 |
TCWP LLC | 5 | 5 | 0.14% | 0.35% | 0.54% | Q4 2021 | Q4 2022 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.13% | 0.38% | 0.61% | Q4 2018 | Q4 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.20% | 0.44% | 0.87% | Q4 2021 | Q4 2022 | 5 |
Private Portfolio Partners LLC | 5 | 5 | 0.10% | 0.23% | 0.31% | Q2 2021 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Destination Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2019 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
ALTERNA WEALTH MANAGEMENT, INC | 5 | 5 | 0.94% | 1.88% | 2.73% | Q4 2021 | Q4 2022 | 5 |
Aveo Capital Partners, LLC | 5 | 5 | 0.08% | 0.58% | 0.91% | Q1 2021 | Q1 2022 | 5 |
Western Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 5 |
West Wealth Group, LLC | 5 | 5 | 0.74% | 0.96% | 1.34% | Q4 2021 | Q4 2022 | 5 |
55I, LLC | 5 | 5 | 0.15% | 1.59% | 2.40% | Q1 2021 | Q1 2022 | 5 |
Williams Financial, LLC | 5 | 5 | 2.08% | 3.08% | 4.85% | Q2 2021 | Q2 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.12% | 0.17% | 0.22% | Q3 2021 | Q3 2022 | 5 |
BKA Wealth Consulting, Inc. | 5 | 5 | 0.78% | 2.59% | 3.82% | Q1 2022 | Q1 2023 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Financial Advocates Investment Management | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q2 2022 | 5 |
Ameritas Advisory Services, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Argentus Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
HYA Advisors, Inc | 4 | 4 | 0.58% | 0.87% | 1.30% | Q3 2021 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.07% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Asset Planning Services, Ltd. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ShoreHaven Wealth Partners, LLC | 4 | 4 | 0.82% | 1.28% | 1.71% | Q1 2022 | Q4 2022 | 4 |
WC Walker & Associates, Inc. | 4 | 4 | 0.55% | 1.08% | 1.58% | Q1 2022 | Q4 2022 | 4 |
Hanlon Investment Management, Inc. | 4 | 4 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 4 |
LOOMIS SAYLES & CO L P | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Raab & Moskowitz Asset Management LLC | 4 | 4 | 0.16% | 0.24% | 0.28% | Q1 2015 | Q4 2015 | 4 |
Ascent Group, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q2 2019 | 4 |
BFSG, LLC | 4 | 4 | 0.32% | 0.39% | 0.46% | Q1 2021 | Q4 2021 | 4 |
Gemmer Asset Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 4 |
Arlington Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.00% | 0.05% | 0.12% | Q2 2021 | Q1 2022 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
MARIPAU WEALTH MANAGEMENT LLC | 4 | 4 | 0.40% | 0.54% | 0.89% | Q4 2021 | Q3 2022 | 4 |
Mayflower Financial Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Triumph Capital Management | 4 | 4 | 0.17% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Karn, Couzens & Associates, Inc. | 4 | 4 | 0.18% | 0.28% | 0.38% | Q2 2021 | Q1 2022 | 4 |
IHT Wealth Management, LLC | 3 | 1 | 0.00% | 0.10% | 0.35% | Q4 2016 | Q4 2022 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 4 |
VALLEY NATIONAL ADVISERS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
Meridian Wealth Partners, LLC | 4 | 4 | 0.47% | 0.57% | 0.65% | Q1 2022 | Q4 2022 | 4 |
Veracity Capital LLC | 4 | 4 | 0.08% | 0.12% | 0.17% | Q2 2021 | Q1 2022 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Starfire Investment Advisers, Inc. | 4 | 4 | 0.17% | 0.23% | 0.31% | Q3 2019 | Q2 2020 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.04% | 0.09% | 0.15% | Q1 2022 | Q4 2022 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Private Advisory Group LLC | 3 | 1 | 0.06% | 0.11% | 0.17% | Q4 2021 | Q1 2023 | 4 |
Buttonwood Financial Group, LLC | 4 | 4 | 1.00% | 2.67% | 4.60% | Q1 2022 | Q4 2022 | 4 |
Hedeker Wealth, LLC | 4 | 4 | 0.61% | 0.99% | 1.58% | Q1 2022 | Q4 2022 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Scissortail Wealth Management, LLC | 4 | 4 | 0.25% | 1.48% | 2.79% | Q4 2021 | Q3 2022 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
StoneX Group Inc. | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2023 | 4 |
Claybrook Capital, LLC | 4 | 4 | 0.59% | 1.36% | 1.66% | Q1 2018 | Q4 2018 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q2 2023 | 4 |
OmniStar Financial Group, Inc. | 4 | 4 | 1.54% | 1.99% | 2.41% | Q1 2022 | Q4 2022 | 4 |
Procyon Advisors, LLC | 4 | 4 | 0.30% | 0.48% | 0.76% | Q2 2022 | Q1 2023 | 4 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2021 | 4 |
Blue Edge Capital, LLC | 4 | 4 | 0.61% | 0.80% | 0.95% | Q1 2022 | Q4 2022 | 4 |
Premia Global Advisors, LLC | 2 | 2 | 0.80% | 2.05% | 2.71% | Q2 2018 | Q2 2019 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 4 |
Ledge Wealth Management, Inc. | 4 | 4 | 0.17% | 2.04% | 3.97% | Q1 2022 | Q4 2022 | 4 |
Keystone Financial Services | 4 | 4 | 0.86% | 1.39% | 2.52% | Q4 2021 | Q3 2022 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.19% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
ARKANSAS FINANCIAL GROUP, INC. | 2 | 1 | 0.04% | 0.07% | 0.09% | Q3 2019 | Q1 2022 | 3 |
Activest Wealth Management | 2 | 1 | 0.00% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 3 |
VIVID FINANCIAL MANAGEMENT, INC. | 3 | 3 | 0.68% | 0.98% | 1.24% | Q2 2021 | Q4 2021 | 3 |
Bull Oak Capital, LLC | 3 | 3 | 2.04% | 2.76% | 4.13% | Q4 2021 | Q2 2022 | 3 |
Northwest Bancshares, Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q4 2020 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Enterprise Trust & Investment Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Accel Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Integrated Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2018 | Q1 2019 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 3 |
Robertson Stephens Wealth Management, LLC | 2 | 1 | 0.04% | 0.10% | 0.15% | Q2 2021 | Q1 2022 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MAI Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
HawsGoodwin Investment Management LLC | 3 | 3 | 2.52% | 2.69% | 2.91% | Q2 2021 | Q4 2021 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 3 | 3 | 0.08% | 0.16% | 0.30% | Q3 2021 | Q1 2022 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Iron Horse Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Aletheian Wealth Advisors LLC | 3 | 3 | 0.25% | 0.26% | 0.26% | Q1 2022 | Q3 2022 | 3 |
Choate Investment Advisors | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Verition Fund Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
QUEST INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.20% | 0.41% | 0.70% | Q1 2018 | Q3 2018 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
NCM Capital Management, LLC | 2 | 1 | 0.16% | 0.23% | 0.28% | Q1 2022 | Q4 2022 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 3 |
Biltmore Capital Advisors LLC | 3 | 3 | 0.26% | 0.34% | 0.38% | Q2 2021 | Q4 2021 | 3 |
Grove Bank & Trust | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Hawk Ridge Capital Management | 3 | 3 | 2.38% | 2.60% | 3.01% | Q1 2022 | Q3 2022 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.42% | 0.52% | 0.61% | Q1 2023 | Q3 2023 | 3 |
CX Institutional | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Tanglewood Legacy Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q3 2017 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.10% | 0.15% | 0.19% | Q1 2022 | Q2 2022 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Benchmark Wealth Management, LLC | 1 | 1 | 0.16% | 0.42% | 0.67% | Q2 2021 | Q2 2022 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.26% | 0.30% | 0.33% | Q3 2022 | Q4 2022 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Live Your Vision, LLC | 2 | 2 | 0.33% | 0.37% | 0.41% | Q4 2018 | Q1 2019 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Copperleaf Capital, LLC | 2 | 2 | 0.40% | 0.42% | 0.44% | Q3 2022 | Q4 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
New Vernon Capital Holdings II LLC | 1 | 1 | 0.78% | 0.81% | 0.85% | Q2 2016 | Q4 2016 | 2 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
W.H. Cornerstone Investments Inc. | 2 | 2 | 0.25% | 0.28% | 0.31% | Q3 2022 | Q4 2022 | 2 |
SUTTON PLACE INVESTORS LLC | 2 | 2 | 0.25% | 0.28% | 0.32% | Q4 2021 | Q1 2022 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Dentgroup LLC | 2 | 2 | 0.38% | 0.43% | 0.49% | Q4 2022 | Q1 2023 | 2 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 2 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 2 | 2 | 0.31% | 0.88% | 1.45% | Q2 2022 | Q3 2022 | 2 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2018 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Sentinus, LLC | 2 | 2 | 0.36% | 0.47% | 0.58% | Q3 2022 | Q4 2022 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Veritable, L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.85% | 0.90% | 0.95% | Q2 2021 | Q3 2021 | 2 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
W ADVISORS, LLC | 2 | 2 | 0.19% | 0.28% | 0.36% | Q1 2022 | Q2 2022 | 2 |
Stadion Money Management, LLC | 2 | 2 | 0.63% | 0.69% | 0.75% | Q2 2018 | Q3 2018 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 0.69% | 0.85% | 1.01% | Q4 2021 | Q1 2022 | 2 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2017 | Q2 2017 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
ACG Wealth | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
WESTERN FINANCIAL Corp | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2021 | Q3 2021 | 2 |
Lansing Street Advisors | 2 | 2 | 2.60% | 3.05% | 3.49% | Q1 2022 | Q2 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.14% | 0.23% | Q1 2022 | Q2 2022 | 2 |
Continuum Advisory, LLC | 1 | 1 | 0.06% | 0.24% | 0.43% | Q1 2019 | Q4 2022 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
KM Capital Management Ltd. | 2 | 2 | 0.84% | 0.92% | 1.01% | Q4 2022 | Q1 2023 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2016 | Q4 2016 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
HOHIMER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
SG3 Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.28% | 0.53% | 0.78% | Q2 2023 | Q3 2023 | 2 |
LexAurum Advisors, LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q1 2022 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Strid Group, LLC | 2 | 2 | 16.02% | 16.12% | 16.23% | Q3 2016 | Q4 2016 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.35% | 0.38% | 0.40% | Q4 2021 | Q1 2022 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.34% | 0.37% | 0.41% | Q4 2022 | Q1 2023 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Midwest Heritage Bank, FSB | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
United Community Bank | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Syntegra Private Wealth Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Client First Capital LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2021 | Q4 2021 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2023 | Q3 2023 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2021 | Q2 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2021 | Q4 2021 | 1 |
Johnson Bixby & Associates, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Clean Yield Group | 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 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Semus Wealth Partners LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 7.35% | 7.35% | 7.35% | Q1 2022 | Q1 2022 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Axim Planning & Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
FFG RETIREMENT ADVISORS LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LFS ASSET MANAGEMENT | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2018 | Q4 2018 | 1 |
Arcadia Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Graves Light Lenhart Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2021 | Q3 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Varma Mutual Pension Insurance Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Park Place Capital Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RHS Financial, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2021 | Q3 2021 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Range Financial Group LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2022 | Q4 2022 | 1 |
Hoxton Planning & Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FINANCIAL LIFE ADVISORS | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2022 | Q4 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES U S ETF TR or have owned ISHARES U S ETF TR in the past.