Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 43 | 43 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2024 | 43 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q2 2024 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2024 | 42 |
BANK OF MONTREAL /CAN/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2024 | 42 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q2 2024 | 41 |
UBS Group AG | 39 | 39 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2024 | 39 |
SCOTIA CAPITAL INC. | 24 | 14 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q2 2024 | 38 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.12% | 0.86% | Q1 2016 | Q2 2024 | 34 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q2 2024 | 34 |
AMERIPRISE FINANCIAL INC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2024 | 34 |
Raymond James Financial Services Advisors, Inc. | 34 | 34 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q2 2024 | 34 |
RAYMOND JAMES & ASSOCIATES | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2024 | 33 |
WELLS FARGO & COMPANY/MN | 32 | 32 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2024 | 32 |
CITIGROUP INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2024 | 32 |
JPMORGAN CHASE & CO | 25 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2024 | 31 |
Private Advisor Group, LLC | 31 | 31 | 0.00% | 0.08% | 0.56% | Q4 2016 | Q2 2024 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2024 | 31 |
LVZ, Inc. | 31 | 31 | 0.04% | 0.79% | 3.42% | Q4 2016 | Q2 2024 | 31 |
MML INVESTORS SERVICES, LLC | 29 | 29 | 0.01% | 0.02% | 0.07% | Q2 2017 | Q2 2024 | 29 |
Cambridge Investment Research Advisors, Inc. | 28 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2024 | 29 |
HighTower Advisors, LLC | 29 | 29 | 0.01% | 0.04% | 0.10% | Q2 2017 | Q2 2024 | 29 |
Janney Montgomery Scott LLC | 28 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2024 | 29 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2024 | 28 |
Allworth Financial LP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Buffington Mohr McNeal | 28 | 28 | 0.10% | 1.61% | 3.33% | Q4 2016 | Q3 2023 | 28 |
IPG Investment Advisors LLC | 28 | 28 | 0.12% | 0.93% | 1.71% | Q3 2017 | Q2 2024 | 28 |
Sigma Planning Corp | 27 | 1 | 0.01% | 0.11% | 0.23% | Q1 2017 | Q1 2024 | 28 |
Rehmann Capital Advisory Group | 18 | 2 | 0.04% | 0.10% | 0.25% | Q4 2016 | Q2 2024 | 28 |
Parallel Advisors, LLC | 21 | 6 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2024 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2024 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2024 | 26 |
BlackRock Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 26 |
GOLDMAN SACHS GROUP INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2024 | 26 |
IFP Advisors, Inc | 15 | 11 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 9 | 0.01% | 0.97% | 2.33% | Q1 2017 | Q2 2024 | 26 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 26 | 26 | 0.14% | 0.31% | 0.43% | Q1 2018 | Q2 2024 | 26 |
BLAIR WILLIAM & CO/IL | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 26 |
Biondo Investment Advisors, LLC | 25 | 25 | 0.11% | 0.18% | 0.25% | Q2 2018 | Q2 2024 | 25 |
Probity Advisors, Inc. | 12 | 5 | 0.75% | 4.38% | 6.97% | Q4 2017 | Q2 2024 | 25 |
Tortoise Investment Management, LLC | 25 | 25 | 0.05% | 0.74% | 3.65% | Q2 2018 | Q2 2024 | 25 |
CAMDEN NATIONAL BANK | 25 | 25 | 0.11% | 1.68% | 2.83% | Q2 2018 | Q2 2024 | 25 |
LAFFER TENGLER INVESTMENTS, INC. | 25 | 25 | 0.10% | 0.57% | 1.53% | Q1 2018 | Q1 2024 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.01% | 0.23% | 0.48% | Q3 2018 | Q2 2024 | 24 |
Stratos Wealth Partners, LTD. | 22 | 1 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q2 2024 | 24 |
TIAA, FSB | 24 | 24 | 0.00% | 0.09% | 0.22% | Q3 2017 | Q2 2023 | 24 |
Lido Advisors, LLC | 16 | 1 | 0.01% | 0.11% | 0.63% | Q4 2017 | Q2 2024 | 24 |
TCI Wealth Advisors, Inc. | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2022 | 24 |
Advisory Services Network, LLC | 21 | 1 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q4 2023 | 24 |
Steward Partners Investment Advisory, LLC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 23 |
FMR LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 23 |
Pensionmark Financial Group, LLC | 23 | 23 | 2.42% | 6.44% | 8.07% | Q4 2018 | Q2 2024 | 23 |
Global Wealth Management Investment Advisory, Inc. | 23 | 23 | 0.68% | 2.16% | 3.01% | Q4 2018 | Q2 2024 | 23 |
Freedom Investment Management, Inc. | 12 | 11 | 0.06% | 0.30% | 0.64% | Q2 2017 | Q2 2024 | 23 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2024 | 23 |
ROOSEVELT INVESTMENT GROUP LLC | 23 | 23 | 0.02% | 0.07% | 0.19% | Q1 2017 | Q3 2022 | 23 |
Wolff Financial Management LLC | 12 | 10 | 0.22% | 2.15% | 6.51% | Q4 2018 | Q2 2024 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2024 | 22 |
Financial Gravity Asset Management, Inc. | 14 | 3 | 0.00% | 0.41% | 1.16% | Q1 2018 | Q1 2024 | 22 |
STERLING INVESTMENT ADVISORS LLC /ADV | 21 | 21 | 0.13% | 0.31% | 0.48% | Q1 2017 | Q1 2022 | 21 |
AE Wealth Management LLC | 20 | 1 | 0.01% | 0.11% | 0.23% | Q1 2019 | Q2 2024 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.07% | 0.48% | Q4 2014 | Q4 2019 | 21 |
FARMERS & MERCHANTS INVESTMENTS INC | 21 | 21 | 0.23% | 1.67% | 2.34% | Q2 2019 | Q2 2024 | 21 |
HUNTINGTON NATIONAL BANK | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.12% | 0.38% | Q1 2018 | Q2 2024 | 20 |
Psagot Value Holdings Ltd. | 20 | 20 | 0.00% | 0.06% | 0.16% | Q1 2015 | Q4 2019 | 20 |
TRAPHAGEN INVESTMENT ADVISORS LLC | 20 | 20 | 0.04% | 2.55% | 7.07% | Q1 2019 | Q4 2023 | 20 |
Asset Planning Services, Ltd. | 20 | 20 | 0.04% | 3.03% | 5.01% | Q1 2017 | Q4 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q3 2022 | 20 |
Redhawk Wealth Advisors, Inc. | 13 | 7 | 0.03% | 0.63% | 2.04% | Q1 2019 | Q2 2024 | 20 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 | 1 | 0.02% | 0.20% | 0.86% | Q2 2018 | Q2 2024 | 20 |
River Wealth Advisors LLC | 17 | 3 | 0.07% | 1.94% | 3.28% | Q2 2018 | Q2 2024 | 20 |
Mandatum Life Insurance Co Ltd | 20 | 20 | 3.86% | 6.98% | 11.87% | Q2 2017 | Q1 2022 | 20 |
Belpointe Asset Management LLC | 12 | 1 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q1 2024 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2024 | 19 |
Disciplined Investments, LLC | 19 | 19 | 0.17% | 0.33% | 0.59% | Q4 2019 | Q2 2024 | 19 |
LexAurum Advisors, LLC | 19 | 19 | 0.08% | 0.10% | 0.15% | Q4 2019 | Q2 2024 | 19 |
Dana Investment Advisors, Inc. | 12 | 2 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q4 2020 | 19 |
Stokes Family Office, LLC | 19 | 19 | 0.11% | 0.81% | 5.55% | Q4 2019 | Q2 2024 | 19 |
Dynamic Advisor Solutions LLC | 19 | 19 | 0.04% | 0.53% | 1.40% | Q4 2019 | Q2 2024 | 19 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 19 | 19 | 0.06% | 0.40% | 1.76% | Q4 2019 | Q2 2024 | 19 |
Argent Advisors, Inc. | 19 | 19 | 0.68% | 0.90% | 1.31% | Q4 2019 | Q2 2024 | 19 |
Bray Capital Advisors | 19 | 19 | 0.01% | 0.08% | 0.17% | Q1 2018 | Q3 2022 | 19 |
BDO Wealth Advisors, LLC | 19 | 19 | 0.07% | 0.16% | 0.34% | Q4 2018 | Q2 2023 | 19 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2024 | 18 |
Regal Wealth Group, Inc. | 18 | 18 | 0.02% | 0.14% | 1.05% | Q4 2016 | Q1 2021 | 18 |
ETF Portfolio Partners, Inc. | 18 | 18 | 0.50% | 0.86% | 1.23% | Q4 2018 | Q1 2023 | 18 |
PrairieView Partners, LLC | 18 | 18 | 0.00% | 0.24% | 0.57% | Q1 2020 | Q2 2024 | 18 |
Bank Julius Baer & Co. Ltd, Zurich | 18 | 18 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q2 2024 | 18 |
BANK OF NOVA SCOTIA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
1834 INVESTMENT ADVISORS CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
CIDEL ASSET MANAGEMENT INC | 17 | 17 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q2 2020 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2024 | 18 |
Cetera Investment Advisers | 18 | 18 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q1 2024 | 18 |
Rockbridge Investment Management, LCC | 17 | 17 | 0.46% | 0.62% | 0.81% | Q2 2020 | Q2 2024 | 17 |
Ashton Thomas Private Wealth, LLC | 16 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q2 2024 | 17 |
Rosenberg Matthew Hamilton | 17 | 17 | 0.82% | 2.04% | 3.16% | Q2 2020 | Q2 2024 | 17 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2024 | 17 |
PETTYJOHN, WOOD & WHITE, INC | 17 | 17 | 0.08% | 0.96% | 2.14% | Q2 2020 | Q2 2024 | 17 |
FRANKLIN RESOURCES INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2024 | 17 |
Kovitz Investment Group Partners, LLC | 17 | 17 | 0.01% | 0.06% | 0.14% | Q2 2020 | Q2 2024 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Providence Capital Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2024 | 17 |
TRUIST FINANCIAL CORP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2024 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 17 |
Weaver Consulting Group | 17 | 17 | 0.10% | 0.24% | 0.40% | Q2 2020 | Q2 2024 | 17 |
Townsend & Associates, Inc | 17 | 17 | 0.42% | 1.09% | 1.92% | Q3 2018 | Q3 2022 | 17 |
Community Bank, N.A. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 17 |
STIFEL FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2024 | 17 |
Horan Securities, Inc. | 7 | 4 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q2 2023 | 17 |
Baird Financial Group, Inc. | 17 | 17 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q2 2024 | 17 |
Retirement Group, LLC | 16 | 1 | 0.04% | 0.27% | 0.70% | Q4 2019 | Q1 2024 | 17 |
Laurel Wealth Advisors LLC | 17 | 17 | 0.03% | 0.23% | 0.45% | Q2 2020 | Q2 2024 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2024 | 17 |
Kestra Advisory Services, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2024 | 16 |
Ellis Investment Partners, LLC | 16 | 16 | 0.01% | 0.04% | 0.15% | Q4 2018 | Q3 2022 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 0.30% | 0.63% | 1.04% | Q4 2019 | Q3 2023 | 16 |
Eldridge Investment Advisors, Inc. | 14 | 2 | 0.10% | 0.22% | 0.71% | Q3 2018 | Q1 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.28% | 0.40% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.15% | 0.45% | 0.96% | Q3 2020 | Q2 2024 | 16 |
Cornell Pochily Investment Advisors, Inc. | 15 | 15 | 0.10% | 0.16% | 0.22% | Q4 2020 | Q2 2024 | 15 |
4J Wealth Management LLC | 15 | 15 | 0.75% | 1.09% | 1.36% | Q4 2020 | Q2 2024 | 15 |
HEADINVEST, LLC | 15 | 15 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2024 | 15 |
NewEdge Advisors, LLC | 15 | 15 | 0.01% | 0.05% | 0.21% | Q4 2020 | Q2 2024 | 15 |
Intellectus Partners, LLC | 12 | 3 | 0.06% | 0.32% | 1.29% | Q1 2018 | Q4 2021 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 15 | 15 | 0.03% | 0.11% | 0.28% | Q4 2018 | Q2 2022 | 15 |
Summit Financial, LLC | 15 | 15 | 0.06% | 0.16% | 0.38% | Q4 2020 | Q2 2024 | 15 |
Capital Investment Advisory Services, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
Charter Oak Capital Management, LLC | 15 | 15 | 0.54% | 1.15% | 1.47% | Q4 2020 | Q2 2024 | 15 |
DAVENPORT & Co LLC | 10 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 15 |
MEITAV INVESTMENT HOUSE LTD | 8 | 7 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2024 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
B. Riley Wealth Advisors, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2024 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2022 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
OPPENHEIMER & CO INC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2024 | 14 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 11 | 3 | 0.32% | 0.60% | 1.01% | Q2 2020 | Q4 2023 | 14 |
JACOBSON & SCHMITT ADVISORS, LLC | 14 | 14 | 0.18% | 0.79% | 2.44% | Q1 2017 | Q2 2020 | 14 |
SHUFRO ROSE & CO LLC | 14 | 14 | 0.07% | 0.33% | 1.81% | Q3 2020 | Q4 2023 | 14 |
Sierra Capital LLC | 14 | 14 | 0.06% | 0.36% | 0.77% | Q1 2021 | Q2 2024 | 14 |
Summit X, LLC | 14 | 14 | 0.36% | 1.13% | 2.93% | Q2 2017 | Q3 2020 | 14 |
WFG Advisors, LP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 13 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q2 2024 | 13 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2024 | 13 |
Integrated Advisors Network LLC | 11 | 1 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q1 2024 | 13 |
Curi Wealth Management, LLC | 13 | 13 | 1.67% | 3.51% | 6.29% | Q4 2020 | Q4 2023 | 13 |
Smith & Howard Wealth Management, LLC | 12 | 1 | 0.10% | 0.70% | 3.00% | Q1 2017 | Q1 2022 | 13 |
Mirae Asset Global Investments Co., Ltd. | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2022 | 13 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2023 | 13 |
DB Wealth Management Group, LLC | 13 | 13 | 0.63% | 0.84% | 1.05% | Q4 2020 | Q4 2023 | 13 |
DEUTSCHE BANK AG\ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
Orion Portfolio Solutions, LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2024 | 13 |
9258 Wealth Management, LLC | 13 | 13 | 0.05% | 0.10% | 0.16% | Q2 2021 | Q2 2024 | 13 |
American Money Management, LLC | 12 | 12 | 0.45% | 0.73% | 1.06% | Q3 2021 | Q2 2024 | 12 |
PITTENGER & ANDERSON INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2024 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q3 2018 | 12 |
Sunbelt Securities, Inc. | 6 | 6 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q2 2024 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Allianz Asset Management GmbH | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q2 2024 | 12 |
Lindbrook Capital, LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2024 | 12 |
Wagner Wealth Management, LLC | 12 | 12 | 0.06% | 0.19% | 0.49% | Q1 2021 | Q4 2023 | 12 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2024 | 12 |
DEARBORN PARTNERS LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2021 | 12 |
Castleview Partners, LLC | 11 | 1 | 0.01% | 0.04% | 0.33% | Q1 2018 | Q2 2024 | 12 |
Fiduciary Trust Co International of Pennsylvania | 7 | 5 | 0.02% | 0.54% | 2.40% | Q1 2017 | Q1 2020 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 2 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q2 2024 | 12 |
Arkadios Wealth Advisors | 11 | 1 | 0.00% | 0.07% | 0.26% | Q4 2020 | Q2 2024 | 12 |
STEPHENS INC /AR/ | 7 | 5 | 0.02% | 0.09% | 0.19% | Q2 2014 | Q4 2022 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q4 2023 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.02% | 0.10% | Q2 2017 | Q4 2021 | 12 |
Ayrshire Capital Management LLC | 12 | 12 | 0.25% | 0.39% | 0.67% | Q4 2019 | Q3 2022 | 12 |
CHARTWELL INVESTMENT PARTNERS, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.06% | 0.14% | Q4 2018 | Q3 2021 | 12 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 12 |
NATIONAL BANK OF CANADA /FI/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
CIBC WORLD MARKET INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2024 | 11 |
ALTERNA WEALTH MANAGEMENT, INC | 6 | 1 | 0.09% | 1.65% | 4.14% | Q4 2018 | Q2 2024 | 11 |
Advisors Capital Management, LLC | 11 | 11 | 0.02% | 0.44% | 0.76% | Q2 2018 | Q4 2020 | 11 |
TD Waterhouse Canada Inc. | 11 | 11 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q2 2024 | 11 |
Bulltick Wealth Management, LLC | 11 | 11 | 0.08% | 0.71% | 1.44% | Q4 2020 | Q2 2023 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
Trail Ridge Investment Advisors, LLC | 11 | 11 | 0.60% | 1.13% | 2.05% | Q4 2021 | Q2 2024 | 11 |
BAINCO INTERNATIONAL INVESTORS | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q3 2019 | 11 |
Simplicity Solutions, LLC | 8 | 1 | 0.02% | 0.07% | 0.11% | Q3 2018 | Q3 2022 | 11 |
Capital Investment Advisors, LLC | 11 | 11 | 0.02% | 0.05% | 0.06% | Q4 2015 | Q2 2018 | 11 |
KCS Wealth Advisory | 11 | 11 | 0.38% | 2.10% | 3.39% | Q4 2017 | Q2 2020 | 11 |
Snowden Capital Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
MMBG INVESTMENT ADVISORS CO. | 11 | 11 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q2 2024 | 11 |
Investment Advisory Group, LLC | 11 | 11 | 0.18% | 0.23% | 0.30% | Q4 2021 | Q2 2024 | 11 |
Birchcreek Wealth Management, LLC | 9 | 2 | 0.15% | 0.38% | 0.67% | Q4 2020 | Q3 2023 | 11 |
Matthew Goff Investment Advisor, LLC | 7 | 1 | 0.12% | 2.31% | 4.91% | Q3 2017 | Q4 2021 | 11 |
TUCKER ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
CWM, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 10 |
Atria Wealth Solutions, Inc. | 10 | 10 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q2 2024 | 10 |
Main Management LLC | 7 | 3 | 0.00% | 0.39% | 0.67% | Q3 2020 | Q2 2024 | 10 |
Bramshill Investments, LLC | 6 | 2 | 0.01% | 0.76% | 1.55% | Q3 2018 | Q2 2024 | 10 |
Cetera Advisors LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2021 | 10 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 6 | 4 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q2 2024 | 10 |
Meiji Yasuda Life Insurance Co | 10 | 10 | 0.13% | 0.16% | 0.20% | Q1 2022 | Q2 2024 | 10 |
Global Retirement Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2024 | 10 |
Federation des caisses Desjardins du Quebec | 10 | 10 | 0.00% | 0.03% | 0.07% | Q1 2022 | Q2 2024 | 10 |
Demars Financial Group, LLC | 10 | 10 | 0.26% | 4.31% | 11.55% | Q4 2019 | Q1 2022 | 10 |
Topel & Distasi Wealth Management, LLC | 8 | 2 | 0.12% | 0.41% | 1.47% | Q4 2021 | Q2 2024 | 10 |
FIRST TRUST ADVISORS LP | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2022 | 10 |
Walkner Condon Financial Advisors LLC | 6 | 4 | 0.16% | 1.09% | 3.06% | Q2 2020 | Q4 2022 | 10 |
NAPLES GLOBAL ADVISORS, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 10 |
VISTA INVESTMENT MANAGEMENT | 10 | 10 | 0.22% | 0.78% | 1.07% | Q1 2022 | Q2 2024 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 10 |
Wescott Financial Advisory Group, LLC | 10 | 10 | 0.15% | 0.63% | 1.70% | Q1 2022 | Q2 2024 | 10 |
Laidlaw Wealth Management LLC | 10 | 10 | 0.11% | 0.27% | 0.40% | Q1 2021 | Q2 2023 | 10 |
B. Riley Wealth Management, Inc. | 10 | 10 | 0.00% | 0.13% | 0.24% | Q1 2020 | Q2 2022 | 10 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 10 |
Ameritas Advisory Services, LLC | 6 | 4 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q2 2024 | 10 |
StrategIQ Financial Group, LLC | 9 | 9 | 0.16% | 0.55% | 0.84% | Q4 2021 | Q4 2023 | 9 |
Stratos Investment Management, LLC | 9 | 9 | 0.03% | 0.13% | 0.28% | Q1 2020 | Q1 2022 | 9 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.53% | 0.70% | 0.85% | Q1 2021 | Q1 2024 | 9 |
EQUITY INVESTMENT CORP | 9 | 9 | 0.13% | 0.16% | 0.19% | Q2 2020 | Q2 2022 | 9 |
Allspring Global Investments Holdings, LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q2 2024 | 9 |
INTEGRAL INVESTMENT ADVISORS, INC. | 9 | 9 | 2.92% | 5.84% | 8.24% | Q2 2022 | Q2 2024 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.38% | 0.42% | 0.48% | Q2 2022 | Q2 2024 | 9 |
Catalyst Capital Advisors LLC | 9 | 9 | 0.01% | 0.05% | 0.06% | Q3 2019 | Q3 2021 | 9 |
HSBC HOLDINGS PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
CAPTRUST FINANCIAL ADVISORS | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.08% | 3.95% | 5.39% | Q1 2021 | Q1 2023 | 9 |
TPG Financial Advisors, LLC | 9 | 9 | 0.13% | 1.18% | 2.75% | Q4 2021 | Q4 2023 | 9 |
Advocacy Wealth Management Services, LLC | 9 | 9 | 0.04% | 8.44% | 12.95% | Q2 2022 | Q2 2024 | 9 |
Robertson Stephens Wealth Management, LLC | 5 | 1 | 0.03% | 0.15% | 0.41% | Q2 2019 | Q4 2021 | 9 |
Glen Eagle Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
WEALTHSPAN PARTNERS, LLC | 9 | 9 | 0.22% | 0.49% | 1.03% | Q4 2021 | Q4 2023 | 9 |
Hanson & Doremus Investment Management | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Ifrah Financial Services, Inc. | 9 | 9 | 0.89% | 0.92% | 0.97% | Q2 2022 | Q2 2024 | 9 |
FC Advisory LLC | 9 | 9 | 0.13% | 0.19% | 0.34% | Q2 2022 | Q2 2024 | 9 |
Spire Wealth Management | 9 | 9 | 0.01% | 0.08% | 0.20% | Q2 2022 | Q2 2024 | 9 |
Financial Engines Advisors L.L.C. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2024 | 9 |
Sheaff Brock Investment Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
Coombe, Bender & Co LLC | 9 | 9 | 1.28% | 2.85% | 4.99% | Q2 2022 | Q2 2024 | 9 |
Miracle Mile Advisors, LLC | 9 | 9 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q1 2024 | 9 |
Mariner, LLC | 9 | 9 | 0.00% | 0.25% | 0.41% | Q2 2022 | Q2 2024 | 9 |
MidWestOne Financial Group, Inc. | 6 | 3 | 0.06% | 0.31% | 0.51% | Q3 2019 | Q4 2021 | 9 |
Cardinal Capital Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Lloyd Advisory Services, LLC. | 8 | 8 | 1.24% | 1.63% | 2.14% | Q1 2021 | Q4 2022 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q2 2024 | 8 |
GDS Wealth Management | 8 | 8 | 0.05% | 1.60% | 2.80% | Q4 2021 | Q3 2023 | 8 |
Colonial Trust Advisors | 8 | 8 | 0.76% | 0.87% | 0.97% | Q3 2022 | Q2 2024 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.13% | Q3 2019 | Q1 2023 | 8 |
Colonial Trust Co / SC | 8 | 8 | 1.03% | 1.11% | 1.24% | Q3 2022 | Q2 2024 | 8 |
Wills Financial Group, Inc. | 8 | 8 | 0.17% | 0.27% | 0.32% | Q4 2020 | Q3 2022 | 8 |
BLUESTEIN R H & CO LLC | 4 | 2 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2022 | 8 |
DAGCO, INC. | 8 | 8 | 0.61% | 2.39% | 3.47% | Q3 2020 | Q2 2022 | 8 |
PRIVATE TRUST CO NA | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2024 | 8 |
Firestone Capital Management | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 8 |
RFG Advisory, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2024 | 8 |
COLLECTIVE FAMILY OFFICE LLC | 8 | 8 | 0.34% | 1.20% | 2.47% | Q4 2020 | Q3 2022 | 8 |
Hexagon Capital Partners LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 7 | 1 | 0.19% | 2.44% | 3.90% | Q2 2022 | Q2 2024 | 8 |
Clearwater Capital Advisors, LLC | 8 | 8 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q3 2019 | 8 |
Koshinski Asset Management, Inc. | 5 | 3 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q1 2022 | 8 |
SeaCrest Wealth Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2022 | 8 |
BARINGS LLC | 8 | 8 | 0.01% | 0.06% | 0.27% | Q3 2022 | Q2 2024 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 7 | 7 | 0.19% | 0.33% | 0.50% | Q4 2022 | Q2 2024 | 7 |
Integrated Wealth Concepts LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2024 | 7 |
CONNING INC. | 4 | 1 | 0.05% | 0.10% | 0.17% | Q1 2018 | Q4 2021 | 7 |
DecisionPoint Financial, LLC | 7 | 7 | 1.84% | 2.48% | 3.15% | Q4 2022 | Q2 2024 | 7 |
Private Wealth Group, LLC | 7 | 7 | 0.75% | 1.24% | 1.99% | Q4 2022 | Q2 2024 | 7 |
Hutchens & Kramer Investment Management Group, LLC | 7 | 7 | 0.19% | 0.32% | 0.42% | Q4 2021 | Q2 2023 | 7 |
CALDWELL SUTTER CAPITAL, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Life Planning Partners, Inc | 4 | 3 | 1.29% | 1.81% | 2.38% | Q4 2021 | Q2 2024 | 7 |
LJI Wealth Management, LLC | 7 | 7 | 9.14% | 10.02% | 11.20% | Q4 2022 | Q2 2024 | 7 |
Leicht Financial Planning & Wealth Management, Inc. | 7 | 7 | 0.39% | 3.28% | 5.96% | Q3 2018 | Q1 2020 | 7 |
Archer Investment Corp | 7 | 7 | 0.02% | 0.05% | 0.06% | Q4 2022 | Q2 2024 | 7 |
FMA ADVISORY INC | 7 | 7 | 0.09% | 0.77% | 1.42% | Q3 2019 | Q1 2021 | 7 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 7 |
IndexIQ Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2020 | 7 |
Clearview Wealth Advisors LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q1 2022 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Farther Finance Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
SignalPoint Asset Management, LLC | 7 | 7 | 0.17% | 0.25% | 0.50% | Q4 2013 | Q2 2015 | 7 |
Garden State Investment Advisory Services LLC | 7 | 7 | 0.31% | 0.37% | 0.42% | Q4 2022 | Q2 2024 | 7 |
Corient Private Wealth LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 7 |
HL FINANCIAL SERVICES LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q1 2018 | 7 |
LEO BROKERAGE, LLC | 5 | 2 | 0.09% | 0.55% | 2.75% | Q3 2020 | Q2 2022 | 7 |
Safeguard Investment Advisory Group, LLC | 7 | 7 | 0.10% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.10% | 0.25% | Q4 2020 | Q4 2022 | 7 |
Three Peaks Capital Management, LLC | 7 | 7 | 0.22% | 0.32% | 0.39% | Q1 2019 | Q3 2020 | 7 |
Crestline Management, LP | 7 | 7 | 0.11% | 0.40% | 0.81% | Q2 2022 | Q4 2023 | 7 |
CREDIT SUISSE AG/ | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 7 |
MACQUARIE GROUP LTD | 7 | 7 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q2 2024 | 7 |
EPG Wealth Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 7 |
Level Financial Advisors | 6 | 1 | 0.02% | 0.07% | 0.10% | Q1 2022 | Q4 2023 | 7 |
Monument Capital Management | 7 | 7 | 0.23% | 0.62% | 1.15% | Q3 2018 | Q1 2020 | 7 |
True Link Financial Advisors, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q3 2022 | Q1 2024 | 7 |
FLOW TRADERS U.S. LLC | 3 | 3 | 0.01% | 0.12% | 0.58% | Q4 2018 | Q2 2024 | 6 |
Comprehensive Wealth Management, LLC | 6 | 6 | 0.24% | 0.97% | 1.22% | Q3 2022 | Q4 2023 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.07% | 0.18% | 0.37% | Q3 2020 | Q4 2021 | 6 |
Asset Dedication, LLC | 5 | 1 | 0.01% | 0.15% | 0.25% | Q1 2017 | Q4 2018 | 6 |
Aptus Capital Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 6 |
Astoria Portfolio Advisors LLC. | 6 | 6 | 0.12% | 0.21% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Gray Wealth Management Inc. | 6 | 6 | 0.09% | 0.12% | 0.15% | Q1 2023 | Q2 2024 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Creative Planning | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2022 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q1 2024 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.02% | 0.08% | Q3 2022 | Q2 2024 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 6 |
Wiser Wealth Management, Inc | 6 | 6 | 5.33% | 5.55% | 5.78% | Q1 2023 | Q2 2024 | 6 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2022 | 6 |
SCHARF INVESTMENTS, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2018 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
Regal Investment Advisors LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q1 2024 | 6 |
BANK HAPOALIM BM | 6 | 6 | 0.04% | 0.04% | 0.06% | Q1 2023 | Q2 2024 | 6 |
Total Clarity Wealth Management, Inc. | 6 | 6 | 0.09% | 0.17% | 0.24% | Q3 2020 | Q4 2021 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2024 | 6 |
Family Asset Management, LLC | 6 | 6 | 0.00% | 0.10% | 0.17% | Q4 2022 | Q1 2024 | 6 |
Mattern Wealth Management LLC | 6 | 6 | 0.08% | 1.42% | 3.86% | Q2 2020 | Q3 2021 | 6 |
Stone House Investment Management, LLC | 5 | 1 | 0.09% | 0.28% | 0.38% | Q1 2017 | Q1 2019 | 6 |
PFG Advisors | 6 | 6 | 0.08% | 0.10% | 0.15% | Q3 2021 | Q4 2022 | 6 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 6 |
Ford Financial Group, LLC | 4 | 1 | 0.02% | 0.15% | 0.23% | Q2 2019 | Q4 2021 | 6 |
Karp Capital Management Corp | 5 | 1 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q3 2021 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
HMS Capital Management, LLC | 5 | 5 | 0.29% | 1.41% | 2.47% | Q1 2021 | Q1 2022 | 5 |
M Holdings Securities, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Capital Advisors Wealth Management, LLC | 5 | 5 | 0.08% | 0.16% | 0.20% | Q4 2021 | Q4 2022 | 5 |
Valmark Advisers, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Breakwater Capital Group | 5 | 5 | 0.06% | 1.10% | 2.07% | Q4 2022 | Q4 2023 | 5 |
Outlook Wealth Advisors, LLC | 5 | 5 | 0.29% | 0.34% | 0.44% | Q1 2020 | Q1 2021 | 5 |
CHILDRESS CAPITAL ADVISORS, LLC | 5 | 5 | 0.15% | 0.20% | 0.24% | Q1 2021 | Q1 2022 | 5 |
Ausdal Financial Partners, Inc. | 5 | 5 | 0.18% | 0.20% | 0.25% | Q3 2021 | Q3 2022 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2017 | 5 |
Day & Ennis, LLC | 5 | 5 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q4 2023 | 5 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.02% | 0.08% | 0.13% | Q4 2020 | Q1 2023 | 5 |
Equitable Holdings, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 5 |
Cosner Financial Group, LLC | 5 | 5 | 1.21% | 1.63% | 1.88% | Q2 2023 | Q2 2024 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Exchange Capital Management, Inc. | 3 | 2 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2018 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 0.02% | 0.25% | 0.34% | Q4 2020 | Q4 2021 | 5 |
All Terrain Financial Advisors, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q1 2020 | 5 |
Hoxton Planning & Management, LLC | 5 | 5 | 0.21% | 0.28% | 0.50% | Q2 2023 | Q2 2024 | 5 |
Compagnie Lombard Odier SCmA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Atria Investments, Inc | 5 | 5 | 0.05% | 0.07% | 0.09% | Q2 2023 | Q2 2024 | 5 |
ASPIRIANT, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
B, B, H, & B INC. | 5 | 5 | 6.04% | 8.56% | 12.53% | Q4 2020 | Q4 2021 | 5 |
PROFFITT & GOODSON INC | 3 | 2 | 0.01% | 0.12% | 0.48% | Q4 2021 | Q2 2024 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2024 | 5 |
One Capital Management, LLC | 2 | 1 | 0.02% | 0.09% | 0.18% | Q4 2021 | Q2 2023 | 5 |
Seven Springs Wealth Group, LLC | 5 | 5 | 0.00% | 10.64% | 14.22% | Q4 2019 | Q4 2020 | 5 |
Fortis Capital Advisors, LLC | 3 | 2 | 0.13% | 0.21% | 0.33% | Q4 2022 | Q1 2024 | 5 |
Virtu KCG Holdings LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2016 | 5 |
Divergent Wealth Advisors | 5 | 5 | 0.14% | 0.42% | 1.18% | Q4 2022 | Q4 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.14% | 0.22% | 0.33% | Q4 2021 | Q1 2023 | 5 |
abrdn plc | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 1 | 0.05% | 0.10% | 0.16% | Q3 2018 | Q2 2024 | 5 |
Pathway Financial Advisers, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2024 | 5 |
Envestnet Portfolio Solutions, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q2 2024 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.00% | 0.09% | 0.16% | Q1 2022 | Q4 2022 | 4 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2024 | 4 |
Financiere des Professionnels - Fonds d,investissement inc. | 4 | 4 | 0.54% | 0.69% | 1.04% | Q3 2023 | Q2 2024 | 4 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q3 2023 | Q2 2024 | 4 |
Stokes & Hubbell Capital Management, LLC | 4 | 4 | 0.07% | 0.54% | 1.92% | Q2 2018 | Q1 2019 | 4 |
Anchor Investment Management, LLC | 4 | 4 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Williams Financial, LLC | 2 | 1 | 7.30% | 11.38% | 13.64% | Q2 2022 | Q2 2024 | 4 |
Epstein & White Financial LLC | 4 | 4 | 0.10% | 1.66% | 5.64% | Q4 2018 | Q3 2019 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.15% | 0.15% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Great Lakes Retirement, Inc. | 3 | 1 | 0.00% | 0.39% | 0.58% | Q1 2023 | Q2 2024 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.01% | 0.07% | 0.09% | Q4 2021 | Q2 2023 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q2 2024 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.02% | 0.07% | 0.12% | Q1 2022 | Q4 2022 | 4 |
Strategic Advocates LLC | 4 | 4 | 0.32% | 0.34% | 0.36% | Q3 2023 | Q2 2024 | 4 |
Madison Wealth Partners, Inc | 4 | 4 | 0.10% | 0.13% | 0.15% | Q2 2022 | Q1 2023 | 4 |
One Wealth Advisors, LLC | 2 | 1 | 0.03% | 0.19% | 0.44% | Q1 2021 | Q4 2022 | 4 |
Banco Santander, S.A. | 4 | 4 | 0.05% | 0.16% | 0.24% | Q2 2020 | Q1 2021 | 4 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 4 |
MD Financial Management Inc. | 3 | 1 | 0.27% | 0.33% | 0.48% | Q1 2020 | Q4 2021 | 4 |
White Lighthouse Investment Management Inc. | 4 | 4 | 0.20% | 0.23% | 0.25% | Q4 2017 | Q3 2018 | 4 |
GoalVest Advisory LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q1 2024 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.02% | 0.06% | 0.11% | Q3 2023 | Q2 2024 | 4 |
CoreCap Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
GFS Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q2 2022 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Security Financial Services, INC. | 4 | 4 | 0.09% | 0.17% | 0.20% | Q1 2022 | Q4 2022 | 4 |
Gerber Kawasaki Wealth & Investment Management | 3 | 1 | 0.00% | 0.10% | 0.14% | Q2 2017 | Q3 2021 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Endowment Wealth Management, Inc. | 4 | 4 | 0.24% | 0.41% | 0.57% | Q4 2021 | Q3 2022 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.02% | 0.06% | 0.09% | Q1 2022 | Q4 2022 | 4 |
RIDGECREST WEALTH PARTNERS, LLC | 4 | 4 | 0.28% | 0.29% | 0.31% | Q1 2021 | Q4 2021 | 4 |
TIAA TRUST, NATIONAL ASSOCIATION | 4 | 4 | 0.06% | 0.08% | 0.09% | Q3 2023 | Q2 2024 | 4 |
ATLAS CAPITAL ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 4 |
Partnervest Advisory Services LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q2 2019 | Q4 2019 | 3 |
INTREPID CAPITAL MANAGEMENT INC | 3 | 3 | 0.17% | 0.33% | 0.42% | Q2 2020 | Q4 2020 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
Systelligence, LLC | 2 | 1 | 0.99% | 1.04% | 1.08% | Q4 2019 | Q3 2020 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
NDWM LLC | 3 | 3 | 1.31% | 1.49% | 1.68% | Q4 2023 | Q2 2024 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.38% | 0.66% | 1.19% | Q4 2016 | Q2 2017 | 3 |
Avondale Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2023 | Q2 2024 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.47% | 0.89% | 1.68% | Q4 2022 | Q2 2023 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2017 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.02% | 0.08% | 0.12% | Q4 2017 | Q4 2018 | 3 |
First Horizon Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.21% | 0.24% | 0.28% | Q4 2023 | Q2 2024 | 3 |
Trek Financial, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Concurrent Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.31% | 0.39% | 0.45% | Q4 2021 | Q2 2022 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Vermillion & White Wealth Management Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2023 | Q2 2024 | 3 |
Catalytic Wealth RIA, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q4 2023 | Q2 2024 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.11% | 0.18% | 0.22% | Q4 2023 | Q2 2024 | 3 |
Simplify Asset Management Inc. | 3 | 3 | 0.05% | 0.19% | 0.28% | Q2 2023 | Q4 2023 | 3 |
Cedar Point Capital Partners, LLC | 3 | 3 | 0.65% | 0.72% | 0.80% | Q4 2023 | Q2 2024 | 3 |
Elevated Capital Advisors, LLC | 3 | 3 | 1.11% | 1.17% | 1.28% | Q3 2022 | Q1 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.10% | 0.14% | 0.20% | Q4 2023 | Q2 2024 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.92% | 1.38% | Q4 2022 | Q2 2023 | 3 |
Fonville Wealth Management LLC | 3 | 3 | 0.75% | 0.85% | 0.96% | Q4 2023 | Q2 2024 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 3 |
Atlantic Edge Private Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2023 | Q2 2024 | 3 |
FLC Capital Advisors | 3 | 3 | 0.16% | 0.17% | 0.19% | Q3 2019 | Q1 2020 | 3 |
Summa Corp. | 3 | 3 | 0.29% | 0.34% | 0.41% | Q4 2023 | Q2 2024 | 3 |
NBT BANK N A /NY | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2023 | Q2 2024 | 3 |
Argent Wealth Management LLC | 3 | 3 | 2.68% | 3.44% | 3.97% | Q4 2019 | Q2 2020 | 3 |
FEDERAL RESERVE BANK OF NEW YORK | 3 | 3 | 0.10% | 0.37% | 0.51% | Q4 2020 | Q2 2021 | 3 |
Private Wealth Management Group, LLC | 3 | 3 | 0.23% | 0.31% | 0.47% | Q4 2023 | Q2 2024 | 3 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q4 2017 | 3 |
Bluefin Trading, LLC | 3 | 3 | 0.02% | 0.07% | 0.16% | Q2 2017 | Q4 2017 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Fortis Capital Management LLC | 3 | 3 | 0.09% | 0.16% | 0.22% | Q4 2023 | Q2 2024 | 3 |
CALIBER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.36% | 0.54% | Q4 2020 | Q2 2021 | 3 |
FineMark National Bank & Trust | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.28% | 0.52% | 0.77% | Q3 2022 | Q4 2022 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
ALESCO ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Sugar Maple Asset Management, LLC | 2 | 2 | 1.48% | 1.49% | 1.51% | Q1 2024 | Q2 2024 | 2 |
John W. Brooker & Co., CPAs | 2 | 2 | 0.34% | 0.36% | 0.38% | Q4 2019 | Q1 2020 | 2 |
Christopher J. Hasenberg, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q2 2016 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q3 2020 | Q4 2020 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.40% | 0.44% | 0.48% | Q4 2019 | Q1 2020 | 2 |
City Center Advisors, LLC | 2 | 2 | 1.23% | 1.23% | 1.23% | Q1 2024 | Q2 2024 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2021 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2024 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.13% | 0.34% | 0.54% | Q1 2024 | Q2 2024 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q3 2023 | Q4 2023 | 2 |
SUMMIT SECURITIES GROUP LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2018 | Q2 2023 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2022 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 1.91% | 1.93% | 1.94% | Q4 2020 | Q1 2021 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q4 2018 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2024 | Q2 2024 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
WRAPMANAGER INC | 1 | 1 | 0.09% | 0.37% | 0.64% | Q4 2022 | Q4 2023 | 2 |
Clear Creek Financial Management, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 2 |
MOULTON WEALTH MANAGEMENT, INC | 2 | 2 | 6.04% | 6.11% | 6.17% | Q1 2021 | Q2 2021 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Columbia Trust Co 01012016 | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q1 2023 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.45% | 0.46% | 0.46% | Q4 2019 | Q1 2020 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.01% | 0.27% | 0.53% | Q3 2022 | Q4 2022 | 2 |
Kelman-Lazarov, Inc. | 2 | 2 | 4.30% | 4.41% | 4.53% | Q4 2022 | Q1 2023 | 2 |
LRI Investments, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
Central Pacific Bank - Trust Division | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2024 | Q2 2024 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Centric Wealth Management | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q3 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
London & Capital Asset Management Ltd | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2024 | Q2 2024 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2021 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NICOLET BANKSHARES INC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Curi RMB Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2024 | Q2 2024 | 2 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Busey Bank | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 2.26% | 2.26% | 2.26% | Q1 2021 | Q1 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2015 | Q4 2015 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Imprint Wealth LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2024 | Q1 2024 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Propel Bio Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2023 | Q4 2023 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Argent Trust Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Hershey Financial Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
WR Wealth Planners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Five Oceans Advisors | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Norway Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Schubert & Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GRAND WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
B.O.S.S. Retirement Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Prosperity Planning, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2021 | Q4 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Petix & Botte Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2024 | Q1 2024 | 1 |
Strategic Wealth Management Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2017 | Q4 2017 | 1 |
Arjuna Capital | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blue Edge Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Seed Wealth Management, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2024 | Q2 2024 | 1 |
Processus Wealth & Capital Management, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2023 | Q4 2023 | 1 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Dodds Wealth, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2023 | Q4 2023 | 1 |
JGP Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2024 | Q2 2024 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2017 | Q3 2017 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Harborview Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2018 | Q4 2018 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Whalen Wealth Management Inc. | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2024 | Q2 2024 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
AMERICAN NATIONAL BANK & TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Tidemark, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2016 | Q2 2016 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.