Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
MORGAN STANLEY | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
LPL Financial LLC | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 32 |
UBS Group AG | 29 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 29 |
CITIGROUP INC | 15 | 14 | 0.00% | 0.01% | 0.09% | Q2 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 27 | 2 | 0.00% | 0.02% | 0.19% | Q2 2016 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 26 |
Sutton Wealth Advisors Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Chicago Partners Investment Group LLC | 25 | 1 | 0.02% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 26 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 26 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.41% | 1.68% | Q3 2016 | Q3 2023 | 25 |
Private Advisor Group, LLC | 25 | 25 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q2 2023 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 24 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.73% | 2.69% | 5.36% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Fortis Advisors, LLC | 24 | 24 | 0.00% | 0.88% | 2.19% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Boston Standard Wealth Management, LLC | 22 | 2 | 2.74% | 3.23% | 3.74% | Q4 2017 | Q4 2023 | 24 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 24 | 24 | 0.16% | 1.52% | 2.66% | Q4 2017 | Q3 2023 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
180 WEALTH ADVISORS, LLC | 23 | 23 | 0.12% | 0.28% | 0.68% | Q1 2018 | Q3 2023 | 23 |
Cetera Advisors LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
QUADRANT CAPITAL GROUP LLC | 23 | 23 | 0.00% | 0.28% | 0.76% | Q1 2018 | Q3 2023 | 23 |
WealthPLAN Partners, LLC | 18 | 5 | 0.05% | 0.09% | 0.15% | Q4 2017 | Q4 2023 | 23 |
TCI Wealth Advisors, Inc. | 18 | 4 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q1 2023 | 22 |
Arete Wealth Advisors, LLC | 22 | 22 | 0.00% | 0.15% | 0.37% | Q2 2018 | Q3 2023 | 22 |
GREAT LAKES ADVISORS, LLC | 22 | 22 | 0.01% | 0.09% | 0.40% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CAHABA WEALTH MANAGEMENT, INC. | 21 | 21 | 0.12% | 3.63% | 5.24% | Q3 2017 | Q3 2022 | 21 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 21 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 21 | 21 | 0.02% | 0.20% | 0.33% | Q3 2018 | Q3 2023 | 21 |
Brinker Capital Investments, LLC | 21 | 21 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2022 | 21 |
GOLDMAN SACHS GROUP INC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
MASSMUTUAL TRUST CO FSB/ADV | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 21 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Asset Management One Co., Ltd. | 20 | 20 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Capstone Financial Advisors, Inc. | 20 | 20 | 0.85% | 1.90% | 2.93% | Q4 2018 | Q3 2023 | 20 |
JONES FINANCIAL COMPANIES LLLP | 20 | 20 | 0.00% | 0.11% | 0.22% | Q4 2018 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.03% | 0.06% | 0.10% | Q3 2018 | Q2 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 1.02% | 1.61% | 2.97% | Q4 2018 | Q3 2023 | 20 |
Continuum Advisory, LLC | 19 | 19 | 0.06% | 0.32% | 0.65% | Q2 2018 | Q4 2022 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
VOYA INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Creative Planning | 18 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 19 |
WINTRUST INVESTMENTS LLC | 17 | 2 | 0.03% | 0.20% | 0.49% | Q2 2016 | Q4 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Stonehage Fleming Financial Services Holdings Ltd | 7 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 19 |
BAILARD, INC. | 18 | 18 | 0.14% | 0.24% | 0.33% | Q2 2019 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 18 |
CPWM, LLC | 10 | 8 | 0.04% | 0.05% | 0.10% | Q4 2015 | Q3 2022 | 18 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 7 | 5 | 0.01% | 0.18% | 0.47% | Q1 2017 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.44% | 1.16% | 1.66% | Q2 2019 | Q3 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
VIEWPOINT INVESTMENT PARTNERS CORP | 17 | 17 | 0.29% | 3.61% | 6.78% | Q3 2019 | Q3 2023 | 17 |
MidWestOne Financial Group, Inc. | 13 | 4 | 0.04% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 17 |
Lester Murray Antman dba SimplyRich | 9 | 8 | 3.01% | 4.04% | 6.08% | Q1 2019 | Q2 2023 | 17 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2023 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 17 | 17 | 0.62% | 1.18% | 2.15% | Q3 2019 | Q3 2023 | 17 |
FIFTH THIRD BANCORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 17 |
JPMORGAN CHASE & CO | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
Global Retirement Partners, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 17 |
First Command Advisory Services, Inc. | 16 | 16 | 0.00% | 1.49% | 6.45% | Q2 2018 | Q1 2022 | 16 |
DEUTSCHE BANK AG\ | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 16 |
Cordasco Financial Network | 15 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2022 | 16 |
Cambridge Investment Research Advisors, Inc. | 14 | 2 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 16 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
McIlrath & Eck, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
NICOLET ADVISORY SERVICES, LLC | 15 | 15 | 0.03% | 0.29% | 0.62% | Q4 2019 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 15 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15 | 15 | 0.01% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 15 |
OneDigital Investment Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 15 |
Corrigan Financial, Inc. | 15 | 15 | 1.34% | 1.77% | 2.35% | Q1 2020 | Q3 2023 | 15 |
Modera Wealth Management, LLC | 15 | 15 | 0.03% | 0.23% | 0.94% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.02% | 0.38% | 0.77% | Q1 2020 | Q4 2023 | 15 |
FIRST FOUNDATION ADVISORS | 15 | 15 | 0.01% | 0.12% | 1.03% | Q1 2020 | Q3 2023 | 15 |
MUFG Americas Holdings Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 15 |
FIRST INTERSTATE BANK | 10 | 2 | 0.01% | 0.06% | 0.30% | Q3 2019 | Q3 2023 | 15 |
Gunma Bank,Ltd. | 15 | 15 | 2.05% | 7.26% | 15.22% | Q1 2020 | Q3 2023 | 15 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 15 |
M&T BANK CORP | 15 | 15 | 0.36% | 0.41% | 0.52% | Q1 2020 | Q3 2023 | 15 |
EFG Asset Management (Americas) Corp. | 15 | 15 | 0.19% | 0.24% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Merriman Wealth Management, LLC | 15 | 15 | 0.03% | 0.10% | 0.15% | Q1 2020 | Q3 2023 | 15 |
PDS Planning, Inc | 14 | 14 | 1.49% | 2.36% | 2.83% | Q2 2020 | Q3 2023 | 14 |
Brio Consultants, LLC | 14 | 14 | 0.08% | 0.13% | 0.21% | Q4 2018 | Q1 2022 | 14 |
JFS WEALTH ADVISORS, LLC | 14 | 14 | 0.01% | 0.32% | 0.62% | Q2 2020 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 12 | 2 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
OXFORD FINANCIAL GROUP, LTD. LLC | 14 | 14 | 0.13% | 0.62% | 1.21% | Q2 2020 | Q3 2023 | 14 |
Money Design Co.,Ltd. | 11 | 3 | 0.00% | 0.46% | 1.64% | Q1 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2020 | 14 |
Retirement Group, LLC | 9 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 1 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q4 2022 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2019 | 14 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 14 |
Mitsubishi UFJ Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.08% | 0.25% | Q2 2020 | Q3 2023 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 14 |
Formidable Asset Management, LLC | 13 | 13 | 0.05% | 0.09% | 0.29% | Q3 2020 | Q3 2023 | 13 |
NAPLES GLOBAL ADVISORS, LLC | 13 | 13 | 0.12% | 0.30% | 0.45% | Q3 2020 | Q3 2023 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cresset Asset Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SCOTIA CAPITAL INC. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
Waldron Private Wealth LLC | 13 | 13 | 0.41% | 0.53% | 0.77% | Q3 2020 | Q3 2023 | 13 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
HSBC HOLDINGS PLC | 8 | 5 | 0.00% | 0.07% | 0.15% | Q3 2016 | Q3 2023 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 13 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.10% | 0.15% | 0.20% | Q3 2020 | Q3 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 13 |
Professional Financial Advisors, LLC | 12 | 1 | 0.10% | 0.30% | 1.32% | Q4 2019 | Q1 2023 | 13 |
Capital Analysts, LLC | 12 | 12 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Cutler Group LLC / CA | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 12 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 4 | 0.02% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 12 |
Altavista Wealth Management, Inc. | 12 | 12 | 0.27% | 0.42% | 0.64% | Q1 2019 | Q4 2021 | 12 |
Sequoia Financial Advisors, LLC | 9 | 3 | 0.01% | 0.10% | 0.28% | Q2 2019 | Q2 2022 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.13% | 0.27% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Waypoint Wealth Partners Inc. | 12 | 12 | 0.29% | 0.50% | 0.94% | Q4 2020 | Q3 2023 | 12 |
People's United Financial, Inc. | 12 | 12 | 0.24% | 0.53% | 0.87% | Q2 2019 | Q1 2022 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 4 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 12 |
Advisor Group, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 12 |
GP Brinson Investments LLC | 12 | 12 | 1.80% | 2.68% | 2.94% | Q1 2021 | Q4 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.66% | 0.77% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Klaas Financial Asset Advisors, LLC | 12 | 12 | 2.93% | 3.38% | 5.05% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TRUEWEALTH LLC | 11 | 11 | 0.56% | 0.71% | 0.93% | Q4 2017 | Q2 2020 | 11 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.12% | 0.16% | 0.23% | Q2 2020 | Q4 2022 | 11 |
MML INVESTORS SERVICES, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 3 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2023 | 11 |
Cedar Brook Financial Partners, LLC | 7 | 4 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Advisory Alpha, LLC | 11 | 11 | 0.02% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 11 |
One Capital Management, LLC | 11 | 11 | 0.81% | 1.33% | 1.60% | Q1 2021 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.19% | 0.36% | Q4 2020 | Q2 2023 | 11 |
Emerald Advisors, LLC | 11 | 11 | 0.14% | 0.24% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Dorsey & Whitney Trust CO LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 0.13% | 0.23% | 0.29% | Q1 2020 | Q3 2022 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Gryphon Financial Partners LLC | 11 | 11 | 0.05% | 0.11% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
CI INVESTMENTS INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TimeScale Financial, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Compagnie Lombard Odier SCmA | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 8 | 2 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Oakwell Private Wealth Management, LLC | 10 | 10 | 2.47% | 3.15% | 3.83% | Q4 2020 | Q1 2023 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.00% | 0.06% | 0.12% | Q2 2018 | Q3 2020 | 10 |
PRUDENTIAL FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 10 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 10 | 10 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2022 | 10 |
Dynamic Advisor Solutions LLC | 6 | 4 | 0.02% | 0.07% | 0.11% | Q4 2018 | Q2 2022 | 10 |
FIRST MERCHANTS CORP | 10 | 10 | 0.06% | 0.14% | 0.21% | Q3 2017 | Q4 2019 | 10 |
Private Ocean, LLC | 8 | 2 | 0.01% | 0.07% | 0.38% | Q4 2018 | Q3 2023 | 10 |
Avestar Capital, LLC | 5 | 5 | 0.00% | 0.41% | 0.95% | Q4 2017 | Q1 2022 | 10 |
NATIXIS ADVISORS, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
SVB Investment Services Inc. | 10 | 10 | 2.14% | 4.41% | 7.07% | Q4 2019 | Q1 2022 | 10 |
Asset Dedication, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 10 |
Invesco Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Commonwealth Equity Services, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 9 |
COOPER/HAIMS ADVISORS, LLC | 9 | 9 | 1.53% | 5.41% | 7.40% | Q3 2021 | Q3 2023 | 9 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 4 | 0.10% | 0.43% | 0.88% | Q1 2021 | Q3 2023 | 9 |
Claraphi Advisory Network, LLC | 7 | 1 | 0.06% | 0.09% | 0.13% | Q3 2019 | Q3 2022 | 9 |
Sound Income Strategies, LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 9 |
Allworth Financial LP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q4 2022 | 9 |
Personal Capital Advisors Corp | 8 | 1 | 0.00% | 0.01% | 0.10% | Q3 2020 | Q4 2022 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Betterment LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Boltwood Capital Management | 9 | 9 | 0.09% | 0.12% | 0.16% | Q2 2020 | Q2 2022 | 9 |
Sigma Planning Corp | 7 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 9 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Investors Research Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FLAGSTAR ADVISORS INC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q2 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.70% | 0.83% | 0.95% | Q4 2021 | Q3 2023 | 8 |
True Link Financial Advisors, LLC | 8 | 8 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 1.59% | 1.93% | 2.40% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.62% | 0.76% | 0.94% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 5 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 8 |
Wilshire Advisors LLC | 8 | 8 | 5.52% | 6.17% | 6.87% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Syverson Strege & Co | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q1 2023 | 8 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 8 | 0.03% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Brand Asset Management Group, Inc. | 8 | 8 | 0.02% | 0.35% | 1.02% | Q2 2019 | Q1 2021 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 8 |
Diversified Portfolios, Inc. | 8 | 8 | 0.06% | 1.11% | 2.39% | Q4 2021 | Q3 2023 | 8 |
Mirae Asset Global Investments Co., Ltd. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 8 |
Pacific Center for Financial Services | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Brooklyn FI, LLC | 8 | 8 | 1.73% | 2.26% | 2.73% | Q4 2021 | Q3 2023 | 8 |
RS CRUM INC. | 8 | 8 | 0.71% | 1.51% | 3.17% | Q4 2021 | Q3 2023 | 8 |
Paulson Wealth Management Inc. | 8 | 8 | 0.10% | 0.12% | 0.15% | Q2 2020 | Q1 2022 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 0.45% | 0.56% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.87% | 1.11% | 1.50% | Q4 2021 | Q3 2023 | 8 |
LEO BROKERAGE, LLC | 4 | 2 | 0.05% | 0.45% | 0.81% | Q4 2020 | Q2 2023 | 8 |
SVB WEALTH LLC | 8 | 8 | 0.04% | 0.25% | 0.33% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.26% | 0.70% | 2.58% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 0.23% | 0.52% | 0.85% | Q4 2021 | Q3 2023 | 8 |
FAS Wealth Partners, Inc. | 8 | 8 | 0.23% | 0.50% | 0.82% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 0.36% | 0.57% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 3.52% | 4.91% | 6.90% | Q4 2021 | Q3 2023 | 8 |
Riverview Trust Co | 8 | 8 | 2.96% | 4.18% | 6.95% | Q4 2018 | Q3 2020 | 8 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2021 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.49% | 0.75% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.58% | 1.24% | 2.73% | Q4 2018 | Q3 2021 | 8 |
Level Financial Advisors | 8 | 8 | 0.70% | 1.54% | 2.56% | Q4 2021 | Q3 2023 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
TD Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
London & Capital Asset Management Ltd | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Integrated Wealth Concepts LLC | 4 | 1 | 0.01% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 7 |
REGATTA CAPITAL GROUP, LLC | 5 | 2 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q1 2020 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.05% | 0.20% | Q1 2021 | Q4 2022 | 7 |
Pictet North America Advisors SA | 7 | 7 | 0.16% | 0.27% | 0.31% | Q3 2018 | Q1 2020 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q1 2020 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
IHT Wealth Management, LLC | 7 | 7 | 0.01% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q1 2021 | 7 |
FormulaFolio Investments, LLC | 7 | 7 | 0.07% | 0.99% | 1.43% | Q3 2018 | Q1 2020 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.11% | 0.46% | 0.80% | Q4 2019 | Q2 2021 | 7 |
OptiFour Integrated Wealth Management, LLC | 7 | 7 | 3.37% | 3.54% | 3.91% | Q2 2018 | Q4 2019 | 7 |
Pacifica Partners Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 7 |
EXANE DERIVATIVES | 5 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 7 |
SigFig Wealth Management, LLC | 5 | 2 | 0.20% | 2.96% | 4.18% | Q3 2017 | Q2 2019 | 7 |
Jacobi Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
CAMG Solamere Management, LLC | 7 | 7 | 0.46% | 1.56% | 1.95% | Q4 2018 | Q2 2020 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.07% | 0.35% | 0.55% | Q4 2021 | Q3 2023 | 7 |
Greytown Advisors Inc. | 7 | 7 | 0.12% | 0.17% | 0.24% | Q4 2016 | Q2 2018 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q1 2019 | 7 |
Wiser Wealth Management, Inc | 7 | 7 | 0.13% | 2.48% | 3.01% | Q4 2020 | Q2 2022 | 7 |
Twelve Points Wealth Management LLC | 7 | 7 | 0.24% | 0.28% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Cerity Partners LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Close Asset Management Ltd | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2018 | 7 |
MFA WEALTH ADVISORS, LLC | 6 | 6 | 2.24% | 2.87% | 3.44% | Q2 2018 | Q3 2019 | 6 |
Schoolcraft Capital LLC | 6 | 6 | 0.15% | 0.16% | 0.18% | Q1 2020 | Q2 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2021 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 0.21% | 1.82% | 2.66% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.08% | 0.18% | 0.28% | Q4 2018 | Q1 2020 | 6 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.03% | 0.15% | 0.28% | Q3 2016 | Q2 2019 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
BANK HAPOALIM BM | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FDx Advisors, Inc. | 4 | 2 | 0.80% | 1.17% | 1.71% | Q4 2017 | Q2 2019 | 6 |
SJS Investment Consulting Inc. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Epstein & White Financial LLC | 6 | 6 | 0.10% | 0.11% | 0.11% | Q1 2020 | Q2 2021 | 6 |
CENTRAL TRUST Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.04% | 0.11% | 0.16% | Q3 2018 | Q4 2019 | 6 |
Divergent Wealth Advisors | 6 | 6 | 0.01% | 0.88% | 1.37% | Q3 2018 | Q4 2019 | 6 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2021 | 6 |
Renaissance Technologies | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Forum Financial Management, LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Simplicity Solutions, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
CIBC WORLD MARKET INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Strategic Wealth Partners, Ltd. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 5 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Northwest Capital Management Inc | 5 | 5 | 0.36% | 0.37% | 0.38% | Q4 2019 | Q4 2020 | 5 |
Truepoint, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2021 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
ATLAS CAPITAL ADVISORS LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 5 |
Fiera Capital Corp | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 5 |
Cambria Investment Management, L.P. | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2019 | 5 |
DGS Capital Management, LLC | 3 | 2 | 0.13% | 0.17% | 0.20% | Q4 2021 | Q1 2023 | 5 |
Valeo Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 5 |
Intelligence Driven Advisers, LLC | 5 | 5 | 0.33% | 0.58% | 0.85% | Q2 2019 | Q2 2020 | 5 |
Column Capital Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2022 | 5 |
Sterneck Capital Management, LLC | 5 | 5 | 0.69% | 0.79% | 0.83% | Q4 2020 | Q4 2021 | 5 |
United Asset Strategies, Inc. | 5 | 5 | 0.13% | 0.14% | 0.14% | Q3 2018 | Q3 2019 | 5 |
Advocacy Wealth Management Services, LLC | 5 | 5 | 0.22% | 0.35% | 0.39% | Q3 2017 | Q3 2018 | 5 |
Veritable, L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Fund Evaluation Group, LLC | 5 | 5 | 9.13% | 10.92% | 12.08% | Q1 2016 | Q1 2017 | 5 |
AT Bancorp | 5 | 5 | 0.71% | 1.42% | 2.01% | Q1 2018 | Q1 2019 | 5 |
First Command Bank | 5 | 5 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q2 2019 | 5 |
Maryland Capital Management | 5 | 5 | 0.02% | 0.08% | 0.12% | Q3 2021 | Q3 2022 | 5 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 5 | 5 | 0.01% | 0.06% | 0.13% | Q1 2018 | Q1 2019 | 5 |
Hayden Royal, LLC | 5 | 5 | 0.32% | 0.54% | 0.92% | Q3 2019 | Q3 2020 | 5 |
ANCHOR CAPITAL ADVISORS LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
TCWP LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 5 |
HAP Trading, LLC | 5 | 5 | 0.02% | 0.10% | 0.20% | Q2 2021 | Q2 2022 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.00% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 0.01% | 2.28% | 5.68% | Q2 2018 | Q2 2019 | 5 |
Wealth Alliance | 5 | 5 | 0.31% | 0.35% | 0.39% | Q4 2020 | Q4 2021 | 5 |
REDMONT WEALTH ADVISORS LLC | 5 | 5 | 0.39% | 0.93% | 1.42% | Q4 2021 | Q4 2022 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 5 |
MACKENZIE FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.02% | 0.04% | 0.04% | Q3 2021 | Q4 2022 | 5 |
Kooman & Associates | 4 | 4 | 2.06% | 2.63% | 4.08% | Q4 2022 | Q3 2023 | 4 |
Lansing Street Advisors | 4 | 4 | 0.04% | 0.24% | 0.32% | Q1 2022 | Q4 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Alhambra Investment Management LLC | 4 | 4 | 2.67% | 2.76% | 2.84% | Q4 2022 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FIRST NATIONAL BANK OF OMAHA | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q1 2023 | 4 |
Arkos Global Advisors | 4 | 4 | 0.13% | 0.41% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Claro Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.35% | 0.55% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Waterford Advisors, LLC | 4 | 4 | 2.45% | 2.64% | 2.75% | Q4 2022 | Q3 2023 | 4 |
CX Institutional | 3 | 1 | 0.02% | 0.06% | 0.11% | Q3 2018 | Q4 2022 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SOL Capital Management CO | 4 | 4 | 0.18% | 0.26% | 0.32% | Q4 2022 | Q3 2023 | 4 |
First Pacific Financial | 4 | 4 | 0.31% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
HL FINANCIAL SERVICES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.02% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 2.13% | 2.29% | 2.57% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.18% | 0.33% | 0.64% | Q4 2022 | Q3 2023 | 4 |
iAB Financial Bank | 4 | 4 | 0.20% | 0.28% | 0.39% | Q3 2016 | Q2 2017 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MISSION WEALTH MANAGEMENT, LP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BlackRock Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Forefront Analytics, LLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.05% | 0.14% | 0.19% | Q3 2020 | Q3 2022 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.35% | 0.43% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Foundation Wealth Management, LLC | 4 | 4 | 1.29% | 1.67% | 1.84% | Q4 2022 | Q3 2023 | 4 |
TPG Financial Advisors, LLC | 4 | 4 | 0.35% | 0.67% | 0.85% | Q3 2022 | Q2 2023 | 4 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 4 |
Baker Ellis Asset Management LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 4 |
Financial Connections Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.77% | 1.20% | 2.02% | Q4 2022 | Q3 2023 | 4 |
Cypress Wealth Advisors LLC | 4 | 4 | 0.41% | 0.46% | 0.55% | Q2 2015 | Q1 2016 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 0.19% | 0.21% | 0.24% | Q4 2020 | Q3 2021 | 4 |
ALLIANCEBERNSTEIN L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 1.59% | 2.30% | 4.30% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 0.16% | 0.23% | 0.29% | Q4 2021 | Q3 2022 | 4 |
RAYMOND JAMES TRUST N.A. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.21% | 0.25% | 0.28% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.08% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
First Ascent Asset Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
RDA Financial Network | 4 | 4 | 0.45% | 0.48% | 0.51% | Q4 2021 | Q3 2022 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 4 |
ASPIRIANT, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CAMBRIDGE TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.05% | 0.11% | Q4 2019 | Q3 2021 | 4 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2022 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Richard P Slaughter Associates Inc | 3 | 3 | 1.68% | 2.01% | 2.26% | Q4 2019 | Q2 2020 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q2 2019 | Q4 2019 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.10% | 0.11% | 0.13% | Q2 2019 | Q4 2019 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Cassady Schiller Wealth Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
MAI Capital Management | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q2 2022 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 1.87% | 2.12% | 2.50% | Q1 2023 | Q3 2023 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.21% | 0.26% | 0.31% | Q1 2022 | Q3 2022 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 3 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.19% | 0.29% | Q1 2019 | Q4 2019 | 3 |
StoneX Group Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
OPTIONS SOLUTIONS, LLC | 2 | 1 | 0.16% | 0.19% | 0.21% | Q4 2021 | Q2 2023 | 3 |
Three Bridge Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2022 | 3 |
Delap Wealth Advisory, LLC | 3 | 3 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Advisory, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
FIL Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.77% | 0.84% | 0.90% | Q1 2022 | Q3 2022 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 3.23% | 3.38% | 3.48% | Q4 2021 | Q2 2022 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Riverpoint Wealth Management Holdings, LLC | 3 | 3 | 0.15% | 0.19% | 0.23% | Q3 2019 | Q1 2020 | 3 |
Firestone Capital Management | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.01% | 0.15% | 0.44% | Q4 2019 | Q4 2020 | 3 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.82% | 1.14% | 1.56% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q4 2022 | 3 |
BAR HARBOR TRUST SERVICES | 3 | 3 | 0.12% | 0.28% | 0.37% | Q4 2019 | Q2 2020 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Personal Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 3 |
BARINGS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.19% | 0.26% | 0.38% | Q3 2019 | Q1 2020 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brown Advisory Securities, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Truadvice, LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q3 2020 | Q4 2020 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sightline Wealth Advisors, LLC | 2 | 2 | 0.26% | 0.28% | 0.31% | Q1 2022 | Q2 2022 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.65% | 0.75% | 0.85% | Q4 2021 | Q1 2022 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Crestmont Private Wealth LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Alpha Financial Advisors, LLC | 2 | 2 | 0.22% | 0.32% | 0.41% | Q4 2022 | Q1 2023 | 2 |
HawsGoodwin Investment Management LLC | 2 | 2 | 0.00% | 0.07% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Hofer & Associates. Inc | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2021 | Q1 2022 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Drake & Associates, LLC | 2 | 2 | 3.00% | 3.11% | 3.22% | Q2 2022 | Q3 2022 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 2 | 0.15% | 0.48% | 0.82% | Q1 2020 | Q2 2020 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Huber Financial Advisors, LLC | 2 | 2 | 0.62% | 0.69% | 0.76% | Q4 2019 | Q1 2020 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Mosaic Financial Partners, Inc. | 2 | 2 | 1.42% | 1.50% | 1.57% | Q1 2018 | Q2 2018 | 2 |
Henrickson Nauta Wealth Advisors, Inc. | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Barber Financial Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Swaine & Leidel Wealth Services, LLC | 2 | 2 | 2.81% | 2.82% | 2.82% | Q3 2020 | Q4 2020 | 2 |
SECURITY CAPITAL RESEARCH & MANAGEMENT INC | 2 | 2 | 0.37% | 0.47% | 0.56% | Q1 2020 | Q2 2020 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.22% | 0.27% | 0.32% | Q1 2022 | Q2 2022 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
New Capital Management LP | 1 | 1 | 0.01% | 0.20% | 0.39% | Q1 2020 | Q1 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 2 |
Life Planning Partners, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Gainplan LLC | 2 | 2 | 0.19% | 0.30% | 0.41% | Q4 2019 | Q1 2020 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
First PREMIER Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Wealth Management Partners, LLC | 2 | 2 | 0.83% | 0.87% | 0.91% | Q4 2020 | Q1 2021 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 2.16% | 2.23% | 2.30% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
McLean Asset Management Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q4 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2017 | Q2 2017 | 1 |
LETKO, BROSSEAU & ASSOCIATES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2022 | Q1 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MGO Private Wealth, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q1 2019 | Q1 2019 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ING GROEP NV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
XR Securities LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DDFG, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
CUTLER INVESTMENT COUNSEL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Tacita Capital Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Relaxing Retirement Coach | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Alaska Permanent Capital Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
Rathbones Group PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2019 | Q4 2019 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
SWS Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Bard Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Peterson Wealth Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Gordian Capital Singapore Pte Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
DWM Financial Group, Inc. | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2019 | Q4 2019 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Foster Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Heritage Investment Group, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Mitsubishi UFJ Trust & Banking Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.