Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 38 | 38 | 0.00% | 0.05% | 0.42% | Q2 2014 | Q3 2023 | 38 |
ROYAL BANK OF CANADA | 31 | 7 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 19 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 34 |
BANK OF AMERICA CORP /DE/ | 32 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 33 |
WELLS FARGO & COMPANY/MN | 19 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.13% | Q4 2017 | Q3 2023 | 24 |
JAMES INVESTMENT RESEARCH INC | 23 | 23 | 0.00% | 0.20% | 0.90% | Q1 2018 | Q3 2023 | 23 |
WOODMONT INVESTMENT COUNSEL LLC | 23 | 23 | 0.03% | 0.18% | 0.33% | Q1 2018 | Q3 2023 | 23 |
Ifrah Financial Services, Inc. | 22 | 22 | 1.68% | 3.11% | 6.87% | Q2 2018 | Q3 2023 | 22 |
Arbor Investment Advisors, LLC | 22 | 22 | 0.14% | 5.11% | 13.76% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 21 | 1 | 0.00% | 0.10% | 0.41% | Q1 2018 | Q3 2023 | 22 |
LANDAAS & CO /WI /ADV | 22 | 22 | 0.63% | 7.99% | 19.24% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 1.01% | Q3 2018 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.02% | 0.16% | 0.69% | Q3 2018 | Q3 2023 | 21 |
MV CAPITAL MANAGEMENT, INC. | 20 | 20 | 0.00% | 7.78% | 16.52% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 19 | 19 | 1.03% | 2.47% | 3.45% | Q1 2019 | Q3 2023 | 19 |
Citadel Advisors | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Elmwood Wealth Management, Inc. | 8 | 2 | 0.06% | 5.10% | 8.26% | Q3 2018 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 2 | 0.00% | 0.06% | 0.68% | Q3 2015 | Q3 2023 | 18 |
SHEPHERD KAPLAN KROCHUK, LLC | 18 | 18 | 0.18% | 0.29% | 0.74% | Q1 2018 | Q2 2022 | 18 |
Clear Harbor Asset Management, LLC | 18 | 18 | 0.01% | 0.09% | 0.13% | Q2 2017 | Q3 2021 | 18 |
RAYMOND JAMES & ASSOCIATES | 14 | 3 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 17 |
American Portfolios Advisors | 17 | 17 | 0.06% | 0.13% | 0.21% | Q3 2018 | Q3 2022 | 17 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.06% | 0.18% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.01% | 0.22% | 0.82% | Q4 2019 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 16 |
Capital Wealth Alliance, LLC | 16 | 16 | 0.41% | 1.04% | 2.64% | Q4 2019 | Q3 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.07% | 0.22% | Q4 2018 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.09% | 0.44% | Q1 2020 | Q3 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Wealthquest Corp | 5 | 5 | 0.14% | 1.87% | 4.81% | Q4 2018 | Q3 2023 | 15 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 0.15% | 0.43% | Q3 2018 | Q2 2023 | 14 |
KCS Wealth Advisory | 9 | 5 | 0.01% | 0.36% | 1.08% | Q3 2019 | Q3 2023 | 14 |
Selective Wealth Management, Inc. | 14 | 14 | 0.04% | 0.19% | 1.56% | Q2 2019 | Q3 2022 | 14 |
NEXT Financial Group, Inc | 13 | 13 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q4 2021 | 13 |
FinTrust Capital Advisors, LLC | 12 | 1 | 0.01% | 0.25% | 1.30% | Q3 2019 | Q3 2023 | 13 |
SIGNATUREFD, LLC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
PNC FINANCIAL SERVICES GROUP, INC. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
LINCOLN NATIONAL CORP | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 12 |
BSW Wealth Partners | 12 | 12 | 0.06% | 0.09% | 0.24% | Q4 2020 | Q3 2023 | 12 |
WINTRUST INVESTMENTS LLC | 9 | 1 | 0.05% | 1.08% | 3.02% | Q3 2018 | Q3 2023 | 12 |
CITIGROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 12 |
OPPENHEIMER & CO INC | 6 | 6 | 0.01% | 0.16% | 0.56% | Q2 2020 | Q3 2023 | 12 |
Truepoint, Inc. | 11 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 12 |
New Capital Management LP | 7 | 1 | 1.27% | 2.34% | 4.24% | Q3 2020 | Q3 2023 | 11 |
GREENWOOD CAPITAL ASSOCIATES LLC | 11 | 11 | 0.03% | 0.20% | 0.35% | Q1 2019 | Q3 2021 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.05% | 0.47% | Q1 2021 | Q3 2023 | 11 |
Weaver Consulting Group | 7 | 3 | 0.14% | 2.21% | 5.61% | Q1 2019 | Q3 2023 | 10 |
MCF Advisors LLC | 10 | 10 | 0.00% | 0.04% | 0.32% | Q3 2018 | Q4 2020 | 10 |
Ford Financial Group, LLC | 8 | 1 | 0.01% | 0.26% | 0.49% | Q1 2019 | Q4 2021 | 10 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.04% | 0.25% | Q4 2020 | Q3 2023 | 10 |
Sigma Planning Corp | 5 | 1 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 10 |
Blue Edge Capital, LLC | 7 | 3 | 0.44% | 1.35% | 2.54% | Q2 2018 | Q3 2023 | 10 |
Bigelow Investment Advisors, LLC | 9 | 9 | 0.16% | 0.29% | 0.36% | Q3 2021 | Q3 2023 | 9 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.02% | 0.12% | 0.21% | Q2 2018 | Q3 2023 | 9 |
Clarity Financial LLC | 8 | 1 | 0.14% | 6.10% | 11.68% | Q4 2020 | Q3 2023 | 9 |
Cypress Capital, LLC | 5 | 1 | 0.13% | 4.94% | 10.13% | Q4 2018 | Q3 2023 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 9 |
Atria Investments, Inc | 5 | 4 | 0.03% | 0.12% | 0.39% | Q4 2018 | Q3 2023 | 9 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.07% | 0.24% | Q2 2020 | Q3 2023 | 9 |
G&S Capital LLC | 5 | 4 | 0.25% | 0.72% | 2.08% | Q4 2018 | Q3 2023 | 9 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
AMERIPRISE FINANCIAL INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
WT Wealth Management | 8 | 8 | 0.08% | 0.62% | 1.83% | Q3 2020 | Q2 2022 | 8 |
Orion Portfolio Solutions, LLC | 8 | 8 | 0.06% | 0.15% | 0.21% | Q4 2021 | Q3 2023 | 8 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.01% | 0.21% | 0.75% | Q4 2021 | Q3 2023 | 8 |
IFP Advisors, Inc | 8 | 8 | 0.00% | 0.24% | 0.73% | Q4 2021 | Q3 2023 | 8 |
CIBC Private Wealth Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
First Horizon Advisors, Inc. | 5 | 3 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 8 |
Insight Folios Inc | 6 | 1 | 0.14% | 0.30% | 0.53% | Q1 2020 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 6 | 2 | 0.00% | 0.10% | 0.49% | Q4 2018 | Q3 2023 | 8 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.10% | 1.57% | 9.92% | Q4 2018 | Q3 2023 | 7 |
Drexel Morgan & Co. | 7 | 7 | 1.40% | 2.85% | 3.54% | Q3 2018 | Q1 2020 | 7 |
White Lighthouse Investment Management Inc. | 7 | 7 | 0.10% | 0.24% | 0.36% | Q1 2019 | Q3 2020 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Northwest Quadrant Wealth Management, LLC | 7 | 7 | 5.85% | 8.33% | 10.40% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Valmark Advisers, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CENTAURUS FINANCIAL, INC. | 5 | 2 | 0.01% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.15% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Advocacy Wealth Management Services, LLC | 7 | 7 | 0.20% | 5.63% | 6.99% | Q1 2022 | Q3 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.05% | 0.22% | Q1 2021 | Q3 2023 | 7 |
Mutual Advisors, LLC | 5 | 2 | 0.02% | 0.18% | 0.40% | Q2 2019 | Q3 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 2 | 0.00% | 0.05% | 0.16% | Q4 2017 | Q4 2023 | 7 |
Kestra Advisory Services, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 7 |
Janney Montgomery Scott LLC | 5 | 2 | 0.00% | 0.30% | 0.64% | Q3 2019 | Q3 2023 | 7 |
RAYMOND JAMES TRUST N.A. | 6 | 6 | 0.04% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
SPC Financial, Inc. | 6 | 6 | 0.83% | 13.68% | 22.01% | Q2 2022 | Q3 2023 | 6 |
Total Clarity Wealth Management, Inc. | 6 | 6 | 0.21% | 0.75% | 1.54% | Q2 2022 | Q3 2023 | 6 |
Ascent Group, LLC | 6 | 6 | 0.05% | 0.59% | 1.18% | Q2 2022 | Q3 2023 | 6 |
Mariner, LLC | 6 | 6 | 0.03% | 0.09% | 0.16% | Q2 2022 | Q3 2023 | 6 |
SVB WEALTH LLC | 6 | 6 | 0.02% | 0.12% | 0.19% | Q2 2022 | Q3 2023 | 6 |
American Planning Services, Inc. | 6 | 6 | 0.36% | 9.63% | 14.44% | Q2 2022 | Q3 2023 | 6 |
Pinnacle Bancorp, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Madison Asset Management, LLC | 6 | 6 | 0.00% | 1.19% | 1.65% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.09% | 0.33% | 0.77% | Q2 2022 | Q3 2023 | 6 |
GOLDMAN SACHS GROUP INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Renaissance Technologies | 6 | 6 | 0.02% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.01% | 0.07% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
DB Wealth Management Group, LLC | 6 | 6 | 0.09% | 0.17% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Sovereign Investment Advisors, LLC | 6 | 6 | 1.90% | 2.06% | 2.24% | Q2 2022 | Q3 2023 | 6 |
Geneos Wealth Management Inc. | 6 | 6 | 0.00% | 0.03% | 0.09% | Q2 2022 | Q3 2023 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
US BANCORP \DE\ | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Badgley Phelps Wealth Managers, LLC | 6 | 6 | 1.09% | 1.69% | 2.83% | Q2 2022 | Q3 2023 | 6 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.03% | 0.16% | 0.36% | Q2 2020 | Q3 2023 | 6 |
Vishria Bird Financial Group, LLC | 6 | 6 | 1.38% | 4.01% | 5.18% | Q2 2022 | Q3 2023 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.02% | 0.06% | 0.14% | Q2 2022 | Q3 2023 | 6 |
BTS Asset Management, Inc. | 6 | 6 | 0.24% | 0.63% | 1.51% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.06% | 0.09% | 0.14% | Q2 2022 | Q3 2023 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.01% | 0.13% | 0.21% | Q2 2022 | Q3 2023 | 6 |
GSB Wealth Management, LLC | 6 | 6 | 0.42% | 0.69% | 1.20% | Q2 2022 | Q3 2023 | 6 |
Perigon Wealth Management, LLC | 5 | 1 | 0.02% | 0.25% | 0.54% | Q3 2011 | Q3 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
JRM Investment Counsel, LLC | 5 | 5 | 0.23% | 0.88% | 2.30% | Q3 2022 | Q3 2023 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 5 | 5 | 0.14% | 0.17% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Montecito Bank & Trust | 5 | 5 | 0.12% | 0.40% | 1.05% | Q4 2022 | Q4 2023 | 5 |
Estate Counselors, LLC | 5 | 5 | 0.01% | 0.15% | 0.24% | Q4 2020 | Q4 2021 | 5 |
J2 Capital Management Inc | 5 | 5 | 7.84% | 9.78% | 13.92% | Q3 2022 | Q3 2023 | 5 |
Aquire Wealth Advisors, LLC | 5 | 5 | 1.73% | 2.19% | 2.57% | Q3 2022 | Q3 2023 | 5 |
WJ Wealth Management, LLC | 5 | 5 | 4.25% | 7.35% | 10.19% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 5 |
Brookstone Capital Management | 5 | 5 | 0.02% | 0.09% | 0.26% | Q3 2022 | Q3 2023 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Fortress Wealth Group, LLC | 5 | 5 | 1.94% | 4.29% | 6.47% | Q3 2022 | Q3 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MAGNOLIA CAPITAL ADVISORS LLC | 5 | 5 | 3.37% | 8.21% | 15.78% | Q3 2022 | Q3 2023 | 5 |
CIBC BANK USA | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q4 2019 | 5 |
BOSTON FAMILY OFFICE LLC | 5 | 5 | 0.19% | 0.22% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.26% | 0.91% | 1.94% | Q3 2022 | Q3 2023 | 5 |
BlackRock Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.01% | 0.10% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2021 | 5 |
HighTower Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.06% | 0.09% | 0.15% | Q1 2019 | Q1 2020 | 5 |
Creative Planning | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q1 2020 | 5 |
Steward Financial Group LLC | 5 | 5 | 7.32% | 22.35% | 35.40% | Q3 2022 | Q3 2023 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.12% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Simplicity Solutions, LLC | 5 | 5 | 0.04% | 0.13% | 0.39% | Q1 2020 | Q1 2021 | 5 |
RETIREMENT CAPITAL STRATEGIES | 5 | 5 | 0.52% | 2.53% | 3.59% | Q3 2022 | Q3 2023 | 5 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 5 |
Disciplined Investments, LLC | 5 | 5 | 1.37% | 1.89% | 2.63% | Q3 2022 | Q3 2023 | 5 |
Fortune 45 LLC | 5 | 5 | 4.28% | 5.56% | 7.92% | Q3 2022 | Q3 2023 | 5 |
PBMares Wealth Management LLC | 5 | 5 | 0.11% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Titan Capital Management, LLC /TX | 5 | 5 | 0.26% | 11.99% | 14.96% | Q2 2022 | Q2 2023 | 5 |
St. Louis Financial Planners Asset Management, LLC | 5 | 5 | 1.67% | 6.80% | 9.22% | Q4 2022 | Q4 2023 | 5 |
Coury Firm Asset Management LLC | 5 | 5 | 0.18% | 5.91% | 11.10% | Q1 2022 | Q1 2023 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WestEnd Advisors, LLC | 5 | 5 | 1.70% | 1.77% | 1.83% | Q3 2022 | Q3 2023 | 5 |
Element Wealth, LLC | 5 | 5 | 9.18% | 9.71% | 10.78% | Q3 2022 | Q3 2023 | 5 |
One Charles Private Wealth Services, LLC | 5 | 5 | 0.52% | 0.68% | 0.94% | Q3 2022 | Q3 2023 | 5 |
Advisor Resource Council | 5 | 5 | 0.05% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 1.21% | 1.38% | 1.60% | Q3 2022 | Q3 2023 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.27% | 0.60% | 1.08% | Q3 2022 | Q3 2023 | 5 |
BlackDiamond Wealth Management, LLC | 5 | 5 | 0.19% | 0.68% | 2.11% | Q3 2022 | Q3 2023 | 5 |
Beacon Capital Management, LLC | 5 | 5 | 0.08% | 3.08% | 14.34% | Q3 2022 | Q3 2023 | 5 |
NATIONAL BANK OF CANADA /FI/ | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
TrinityPoint Wealth, LLC | 5 | 5 | 0.33% | 0.34% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Main Management LLC | 5 | 5 | 0.12% | 0.26% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.02% | 0.24% | 0.51% | Q3 2022 | Q3 2023 | 5 |
Rinkey Investments | 5 | 5 | 10.36% | 16.00% | 18.63% | Q3 2022 | Q3 2023 | 5 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 5 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 4 | 4 | 0.13% | 3.18% | 6.50% | Q4 2022 | Q3 2023 | 4 |
AJ WEALTH STRATEGIES, LLC | 4 | 4 | 1.59% | 2.09% | 2.57% | Q3 2022 | Q2 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2019 | Q3 2020 | 4 |
Destination Wealth Management | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.05% | 0.49% | 1.27% | Q2 2022 | Q3 2023 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Bard Financial Services, Inc. | 4 | 4 | 0.05% | 0.75% | 1.24% | Q3 2022 | Q2 2023 | 4 |
Legacy Wealth Asset Management, LLC | 4 | 4 | 1.26% | 2.73% | 3.79% | Q4 2022 | Q3 2023 | 4 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 4 | 4 | 4.46% | 4.61% | 4.90% | Q4 2018 | Q3 2019 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Connectus Wealth, LLC | 4 | 4 | 0.26% | 0.43% | 0.66% | Q4 2022 | Q3 2023 | 4 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 4 |
United Asset Strategies, Inc. | 4 | 4 | 0.11% | 0.13% | 0.16% | Q1 2019 | Q4 2019 | 4 |
Prospera Financial Services Inc | 4 | 4 | 0.02% | 0.18% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Private Wealth Partners, LLC | 4 | 4 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.20% | 0.39% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.13% | 0.22% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.18% | 0.27% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Oxbow Advisors, LLC | 4 | 4 | 1.10% | 7.40% | 13.68% | Q4 2022 | Q3 2023 | 4 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.43% | 0.53% | 0.64% | Q2 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 2 | 2 | 0.13% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.06% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.22% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2020 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.93% | 2.62% | 4.14% | Q4 2022 | Q3 2023 | 4 |
Arlington Partners LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q1 2020 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 1.66% | 2.13% | 3.02% | Q4 2022 | Q3 2023 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Balboa Wealth Partners | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
MOULTON WEALTH MANAGEMENT, INC | 4 | 4 | 22.32% | 28.52% | 32.32% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 4 | 4 | 0.42% | 0.80% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Vigilare Wealth Management | 4 | 4 | 1.57% | 2.54% | 4.48% | Q1 2023 | Q4 2023 | 4 |
CWM, LLC | 4 | 4 | 0.00% | 0.44% | 1.25% | Q4 2022 | Q3 2023 | 4 |
GREENUP STREET WEALTH MANAGEMENT LLC | 4 | 4 | 0.15% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.06% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q1 2023 | 4 |
TELEMUS CAPITAL, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
WealthPLAN Partners, LLC | 4 | 4 | 0.00% | 0.07% | 0.14% | Q1 2023 | Q4 2023 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.35% | 0.58% | 0.76% | Q3 2022 | Q2 2023 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.18% | 0.20% | 0.24% | Q3 2022 | Q2 2023 | 4 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.17% | 0.56% | 0.95% | Q4 2019 | Q3 2021 | 4 |
Grant/GrossMendelsohn, LLC | 4 | 4 | 7.24% | 11.38% | 14.47% | Q4 2022 | Q3 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Helen Stephens Group, LLC | 4 | 4 | 0.38% | 1.08% | 1.52% | Q4 2022 | Q3 2023 | 4 |
FIFTH THIRD BANCORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.23% | 0.34% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Divergent Wealth Advisors | 4 | 4 | 0.23% | 1.90% | 4.86% | Q4 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.01% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.07% | 0.17% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Secure Asset Management, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.03% | 0.07% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.11% | 0.23% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Buttonwood Financial Group, LLC | 3 | 3 | 2.83% | 3.02% | 3.38% | Q2 2023 | Q4 2023 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2015 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q4 2023 | 3 |
Rockefeller Capital Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 3 | 0.08% | 0.35% | 0.85% | Q1 2023 | Q3 2023 | 3 |
Financial Architects, Inc | 3 | 3 | 0.40% | 0.59% | 0.73% | Q4 2022 | Q2 2023 | 3 |
Lionsbridge Wealth Management LLC | 2 | 1 | 0.32% | 3.01% | 4.50% | Q1 2020 | Q1 2021 | 3 |
BIP Wealth, LLC | 3 | 3 | 6.20% | 6.98% | 8.55% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.55% | 1.04% | 1.51% | Q4 2022 | Q3 2023 | 3 |
NorthCoast Asset Management LLC | 3 | 3 | 0.18% | 0.25% | 0.32% | Q3 2018 | Q1 2019 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.12% | 0.30% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Cardinal Point Capital Management ULC | 3 | 3 | 0.35% | 0.39% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Blueprint Investment Partners LLC | 2 | 1 | 0.14% | 0.41% | 0.54% | Q3 2022 | Q2 2023 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Main Management Fund Advisors LLC | 3 | 3 | 3.18% | 4.09% | 5.15% | Q1 2023 | Q3 2023 | 3 |
Cravens & Co Advisors, LLC | 2 | 1 | 0.75% | 2.70% | 6.26% | Q4 2022 | Q3 2023 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
ICA Group Wealth Management, LLC | 2 | 1 | 0.02% | 0.07% | 0.17% | Q4 2022 | Q3 2023 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.64% | 1.25% | 2.40% | Q1 2023 | Q3 2023 | 3 |
Professional Financial Advisors, LLC | 2 | 1 | 0.81% | 3.03% | 4.35% | Q2 2022 | Q3 2023 | 3 |
Facet Wealth, Inc. | 3 | 3 | 0.10% | 0.41% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Claraphi Advisory Network, LLC | 3 | 3 | 0.40% | 0.92% | 1.29% | Q2 2022 | Q4 2022 | 3 |
Knowledge Leaders Capital, LLC | 3 | 3 | 5.99% | 6.85% | 7.66% | Q1 2023 | Q3 2023 | 3 |
Castle Rock Wealth Management, LLC | 2 | 1 | 0.35% | 2.17% | 3.63% | Q2 2019 | Q3 2023 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.11% | 1.52% | 3.48% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.74% | 1.04% | 1.40% | Q1 2023 | Q3 2023 | 3 |
UBS AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Taylor & Morgan Wealth Management, LLC | 3 | 3 | 0.89% | 1.11% | 1.26% | Q1 2023 | Q3 2023 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.09% | 0.12% | 0.18% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.75% | 1.39% | 2.17% | Q1 2023 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 1.02% | 2.01% | 3.86% | Q4 2022 | Q2 2023 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Balentine LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Pensionmark Financial Group, LLC | 2 | 1 | 0.11% | 0.27% | 0.36% | Q1 2022 | Q3 2023 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 0.25% | 0.38% | 0.52% | Q4 2022 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.46% | 1.37% | Q2 2022 | Q4 2022 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.27% | 0.38% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.07% | 0.20% | Q4 2022 | Q3 2023 | 3 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.20% | 0.26% | 0.35% | Q1 2023 | Q3 2023 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.67% | 0.70% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Laffer Tengler Investments, Inc. | 3 | 3 | 0.88% | 1.05% | 1.19% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.04% | 0.08% | 0.14% | Q3 2021 | Q2 2023 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 2.07% | 2.14% | 2.24% | Q1 2023 | Q3 2023 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 4.54% | 5.02% | 5.79% | Q1 2023 | Q3 2023 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.32% | 0.44% | 0.56% | Q3 2022 | Q4 2022 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tillar-Wenstrup Advisors, LLC | 2 | 2 | 5.08% | 5.67% | 6.25% | Q3 2022 | Q4 2022 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.06% | 1.14% | 2.22% | Q4 2018 | Q3 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.05% | 2.17% | 4.29% | Q4 2022 | Q1 2023 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.10% | 0.23% | 0.36% | Q1 2020 | Q2 2020 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 2.14% | 2.50% | 2.86% | Q2 2022 | Q3 2022 | 2 |
Pacific Center for Financial Services | 2 | 2 | 0.04% | 0.08% | 0.13% | Q2 2022 | Q3 2022 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q2 2023 | Q3 2023 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
RESOLUTE FINANCIAL, LLC | 2 | 2 | 0.30% | 0.32% | 0.33% | Q3 2022 | Q4 2022 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 4.31% | 4.82% | 5.34% | Q2 2023 | Q3 2023 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 1.12% | 2.24% | Q1 2022 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Inspire Investing, LLC | 2 | 2 | 6.46% | 6.61% | 6.77% | Q3 2022 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Cerity Partners LLC | 2 | 2 | 0.03% | 0.12% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Truadvice, LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q2 2023 | Q3 2023 | 2 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 4.90% | 5.40% | 5.89% | Q2 2023 | Q3 2023 | 2 |
MKT Advisors LLC | 2 | 2 | 2.36% | 2.44% | 2.53% | Q2 2023 | Q3 2023 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.76% | 0.87% | 0.98% | Q3 2022 | Q4 2022 | 2 |
Inspire Advisors, LLC | 2 | 2 | 4.93% | 5.16% | 5.39% | Q3 2022 | Q4 2022 | 2 |
PFS Partners, LLC | 2 | 2 | 2.79% | 3.12% | 3.44% | Q2 2023 | Q3 2023 | 2 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 1.76% | 2.08% | 2.40% | Q4 2022 | Q3 2023 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Arden Trust Co | 2 | 2 | 3.08% | 3.09% | 3.10% | Q3 2023 | Q4 2023 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.63% | 0.64% | 0.65% | Q3 2022 | Q4 2022 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
WESCAP Management Group, Inc. | 2 | 2 | 0.57% | 1.22% | 1.86% | Q2 2023 | Q3 2023 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Castleview Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
AIRE ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Matisse Capital | 2 | 2 | 0.16% | 0.23% | 0.30% | Q3 2021 | Q4 2021 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q2 2022 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.10% | 0.20% | Q2 2014 | Q3 2023 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.57% | 0.65% | 0.74% | Q2 2023 | Q3 2023 | 2 |
Syntegra Private Wealth Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Midwest Heritage Bank, FSB | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2023 | Q3 2023 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2019 | Q4 2019 | 1 |
Shira Ridge Wealth Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hedges Asset Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2023 | Q3 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GRIES FINANCIAL LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
High Falls Advisors, Inc | 1 | 1 | 3.73% | 3.73% | 3.73% | Q3 2023 | Q3 2023 | 1 |
JB Capital LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 7.37% | 7.37% | 7.37% | Q3 2023 | Q3 2023 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 3.47% | 3.47% | 3.47% | Q4 2022 | Q4 2022 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 5.86% | 5.86% | 5.86% | Q3 2023 | Q3 2023 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Invst, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2023 | Q2 2023 | 1 |
TNF LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q3 2023 | Q3 2023 | 1 |
RCS Financial Planning, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
RDA Financial Network | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 32.47% | 32.47% | 32.47% | Q3 2023 | Q3 2023 | 1 |
ONE Advisory Partners, LLC | 1 | 1 | 3.54% | 3.54% | 3.54% | Q3 2023 | Q3 2023 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2023 | Q3 2023 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2023 | Q3 2023 | 1 |
CLIENT 1ST ADVISORY GROUP, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cooper Financial Group | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2022 | Q2 2022 | 1 |
Horst & Graben Wealth Management LLC | 1 | 1 | 3.45% | 3.45% | 3.45% | Q3 2023 | Q3 2023 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SigFig Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2023 | Q3 2023 | 1 |
RHS Financial, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
CHOREO, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SUTTON PLACE INVESTORS LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Derbend Asset Management | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Park Place Capital Corp | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Western Financial Corp/CA | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Kingdom Financial Group LLC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2023 | Q3 2023 | 1 |
Kesler, Norman & Wride, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
Betterment LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 2.05% | 2.05% | 2.05% | Q3 2023 | Q3 2023 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Williams Financial, LLC | 1 | 1 | 4.87% | 4.87% | 4.87% | Q3 2023 | Q3 2023 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
NWAM LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Trek Financial, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Stokes Family Office, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
WISCONSIN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Smart Money Group LLC | 1 | 1 | 4.86% | 4.86% | 4.86% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 3.92% | 3.92% | 3.92% | Q3 2023 | Q3 2023 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Austin Private Wealth, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2023 | Q3 2023 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Keystone Financial Services | 1 | 1 | 3.15% | 3.15% | 3.15% | Q3 2023 | Q3 2023 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2023 | Q3 2023 | 1 |
TKG Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 5.78% | 5.78% | 5.78% | Q3 2023 | Q3 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Wealth Alliance | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2023 | Q3 2023 | 1 |
Navalign, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2023 | Q3 2023 | 1 |
FFG RETIREMENT ADVISORS LLC | 1 | 1 | 4.71% | 4.71% | 4.71% | Q3 2023 | Q3 2023 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Pettinga Financial Advisors LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Veracity Capital LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Renasant Bank | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hoxton Planning & Management, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2023 | Q3 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
JT Stratford LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Certus Wealth Management, LLC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q3 2023 | Q3 2023 | 1 |
Dentgroup LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
WIN ADVISORS, INC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2023 | Q1 2023 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
SouthState Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2023 | Q3 2023 | 1 |
PAX Financial Group, LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q3 2023 | Q3 2023 | 1 |
Scarborough Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Apeiron RIA LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 7.99% | 7.99% | 7.99% | Q2 2023 | Q2 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2023 | Q3 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
JACOBSON & SCHMITT ADVISORS, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
West Wealth Group, LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2023 | Q3 2023 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
AXS Investments LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Aspire Wealth Management Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Day & Ennis, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2023 | Q3 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
W ADVISORS, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Yoder Wealth Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
Security Financial Services, INC. | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.