Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
ROYAL BANK OF CANADA | 25 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 15 | 3 | 0.00% | 0.02% | 0.09% | Q3 2015 | Q1 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.03% | 0.15% | Q1 2016 | Q3 2023 | 27 |
LPL Financial LLC | 27 | 27 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.07% | 0.17% | Q2 2017 | Q3 2023 | 26 |
STIFEL FINANCIAL CORP | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
RAYMOND JAMES & ASSOCIATES | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
HighTower Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.00% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.00% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.09% | 0.15% | Q4 2017 | Q3 2023 | 24 |
B. Riley Wealth Advisors, Inc. | 23 | 23 | 0.03% | 0.08% | 0.20% | Q1 2018 | Q3 2023 | 23 |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 2 | 0.00% | 0.03% | 0.23% | Q3 2017 | Q3 2023 | 22 |
BLAIR WILLIAM & CO/IL | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.09% | 0.33% | Q3 2018 | Q3 2023 | 21 |
Freedom Investment Management, Inc. | 21 | 21 | 0.04% | 0.06% | 0.10% | Q1 2018 | Q1 2023 | 21 |
MORGAN STANLEY | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Advisory Services Network, LLC | 21 | 21 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 21 |
KCS Wealth Advisory | 20 | 20 | 0.08% | 0.55% | 0.92% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.14% | Q4 2017 | Q3 2022 | 20 |
Mirae Asset Global Investments Co., Ltd. | 19 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.27% | 0.35% | 0.45% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.31% | 2.28% | Q1 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
BW Gestao de Investimentos Ltda. | 14 | 6 | 6.18% | 28.19% | 55.28% | Q1 2017 | Q1 2022 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Private Advisor Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 1 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
NewEdge Advisors, LLC | 13 | 6 | 0.01% | 0.18% | 0.41% | Q4 2018 | Q3 2023 | 19 |
Advisors Asset Management, Inc. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Dynamic Advisor Solutions LLC | 18 | 18 | 0.04% | 0.08% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Pflug Koory, LLC | 18 | 18 | 0.15% | 0.25% | 0.33% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.13% | 0.70% | Q1 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 17 | 1 | 0.01% | 0.13% | 0.61% | Q3 2018 | Q3 2023 | 18 |
Quad-Cities Investment Group, LLC | 14 | 3 | 0.01% | 0.31% | 0.49% | Q1 2019 | Q3 2023 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
Steward Partners Investment Advisory, LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q3 2023 | 17 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 4 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 17 |
Catalyst Capital Advisors LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.56% | 0.92% | 1.33% | Q4 2019 | Q3 2023 | 16 |
OPPENHEIMER & CO INC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.00% | 0.16% | 0.45% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Provident Wealth Management, LLC | 16 | 16 | 1.12% | 1.90% | 3.25% | Q4 2019 | Q3 2023 | 16 |
UBS Group AG | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 4 | 1 | 0.00% | 0.02% | 0.11% | Q3 2017 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.06% | 0.12% | Q4 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 14 | 14 | 0.00% | 0.24% | 1.80% | Q2 2020 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Creative Planning | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.61% | 2.26% | Q2 2020 | Q3 2023 | 14 |
Baker Avenue Asset Management, LP | 14 | 14 | 0.08% | 0.54% | 0.98% | Q2 2020 | Q3 2023 | 14 |
Capital Advisory Group Advisory Services, LLC | 14 | 14 | 0.31% | 1.45% | 2.90% | Q2 2020 | Q3 2023 | 14 |
Financial Architects, Inc | 10 | 4 | 0.09% | 0.36% | 0.44% | Q4 2019 | Q2 2023 | 14 |
AMERIPRISE FINANCIAL INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Laffer Tengler Investments, Inc. | 12 | 1 | 0.00% | 0.13% | 0.31% | Q1 2018 | Q3 2021 | 13 |
Certified Advisory Corp | 7 | 1 | 0.01% | 0.38% | 2.04% | Q3 2018 | Q1 2023 | 13 |
Geneos Wealth Management Inc. | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 13 | 0.08% | 0.16% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
CAPITAL WEALTH MANAGEMENT, LLC | 13 | 13 | 0.22% | 0.84% | 1.45% | Q3 2020 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q1 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 13 |
COLONY GROUP LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
Eudaimonia Partners, LLC | 8 | 1 | 0.12% | 0.17% | 0.22% | Q4 2019 | Q3 2023 | 12 |
ASSETMARK, INC | 6 | 6 | 0.00% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 12 |
Anfield Capital Management, LLC | 11 | 1 | 0.08% | 0.22% | 0.34% | Q2 2020 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Stewardship Advisors, LLC | 12 | 12 | 0.10% | 1.86% | 2.94% | Q1 2020 | Q4 2022 | 12 |
JAMES INVESTMENT RESEARCH INC | 11 | 1 | 0.02% | 0.54% | 1.35% | Q3 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
Cetera Advisors LLC | 6 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.03% | 0.14% | Q4 2018 | Q4 2021 | 12 |
McAdam, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Global Retirement Partners, LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Parkside Financial Bank & Trust | 11 | 11 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2022 | 11 |
Banque Cantonale Vaudoise | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.58% | 0.70% | 0.93% | Q1 2021 | Q3 2023 | 11 |
RAYMOND JAMES TRUST N.A. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 11 |
Trek Financial, LLC | 11 | 11 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q4 2022 | 11 |
Newfound Research LLC | 6 | 5 | 0.04% | 0.34% | 1.14% | Q3 2017 | Q2 2020 | 11 |
BANK OF NOVA SCOTIA | 6 | 1 | 0.00% | 0.03% | 0.13% | Q3 2018 | Q3 2023 | 11 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Baldrige Asset Management LLC | 11 | 11 | 0.61% | 0.75% | 0.99% | Q3 2020 | Q1 2023 | 11 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Sargent Bickham Lagudis LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 11 |
BlackRock Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.00% | 0.03% | 0.12% | Q1 2021 | Q3 2023 | 11 |
ALLIANCEBERNSTEIN L.P. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Ridgewood Investments LLC | 11 | 11 | 0.20% | 0.23% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 7 | 4 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Systelligence, LLC | 9 | 2 | 0.54% | 1.79% | 5.47% | Q1 2020 | Q3 2023 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 11 |
Foundations Investment Advisors, LLC | 10 | 1 | 0.01% | 0.08% | 0.22% | Q2 2020 | Q1 2023 | 11 |
Allianz Asset Management GmbH | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 10 |
Campbell Wealth Management | 10 | 10 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q2 2022 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Advisors Preferred, LLC | 6 | 4 | 0.00% | 0.08% | 0.32% | Q4 2020 | Q3 2023 | 10 |
BARINGS LLC | 8 | 2 | 0.07% | 0.22% | 0.46% | Q3 2020 | Q2 2023 | 10 |
Compagnie Lombard Odier SCmA | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Capital Investment Advisory Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Prostatis Group LLC | 10 | 10 | 0.21% | 0.68% | 1.64% | Q4 2019 | Q1 2022 | 10 |
CALTON & ASSOCIATES, INC. | 7 | 3 | 0.05% | 0.12% | 0.19% | Q2 2019 | Q2 2023 | 10 |
V Wealth Advisors LLC | 6 | 4 | 0.06% | 0.51% | 1.08% | Q3 2017 | Q2 2021 | 10 |
Insight Wealth Strategies, LLC | 10 | 10 | 0.03% | 0.09% | 0.13% | Q3 2019 | Q4 2021 | 10 |
CreativeOne Wealth, LLC | 9 | 1 | 0.02% | 0.10% | 0.26% | Q4 2020 | Q2 2023 | 10 |
WealthPLAN Partners, LLC | 3 | 1 | 0.01% | 0.04% | 0.17% | Q2 2017 | Q2 2023 | 10 |
STEPHENS INC /AR/ | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
DB Wealth Management Group, LLC | 6 | 4 | 0.01% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 9 | 9 | 0.02% | 0.21% | 0.46% | Q4 2017 | Q4 2019 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.20% | 0.23% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.00% | 0.85% | 1.87% | Q4 2020 | Q4 2022 | 9 |
Cedar Brook Financial Partners, LLC | 9 | 9 | 0.13% | 0.24% | 0.28% | Q4 2018 | Q4 2020 | 9 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.09% | 0.25% | Q4 2018 | Q3 2022 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.28% | 0.40% | 0.56% | Q3 2021 | Q3 2023 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.00% | 1.00% | 1.55% | Q3 2020 | Q3 2022 | 9 |
Running Point Capital Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Golden State Wealth Management, LLC | 4 | 1 | 0.02% | 0.05% | 0.20% | Q1 2019 | Q1 2022 | 9 |
Outlook Wealth Advisors, LLC | 9 | 9 | 0.28% | 0.42% | 0.68% | Q1 2020 | Q1 2022 | 9 |
Burt Wealth Advisors | 9 | 9 | 0.15% | 0.25% | 0.58% | Q1 2020 | Q1 2022 | 9 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.60% | 0.81% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Ancora Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Secure Asset Management, LLC | 8 | 8 | 0.24% | 0.32% | 0.48% | Q2 2020 | Q1 2022 | 8 |
Mutual Advisors, LLC | 5 | 1 | 0.02% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 8 |
Acorn Wealth Advisors, LLC | 8 | 8 | 0.18% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.24% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Parallel Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Aurora Private Wealth, Inc. | 7 | 1 | 0.09% | 0.13% | 0.24% | Q1 2021 | Q1 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 8 |
WEBSTER BANK, N. A. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PFG Advisors | 6 | 2 | 0.02% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 8 |
Transamerica Financial Advisors, Inc. | 7 | 1 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 8 |
Future Financial Wealth Managment LLC | 8 | 8 | 1.22% | 1.53% | 1.70% | Q1 2021 | Q4 2022 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 2.05% | 2.46% | 2.85% | Q4 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 5 | 3 | 0.06% | 0.14% | 0.22% | Q4 2018 | Q1 2021 | 8 |
Northwest Capital Management Inc | 8 | 8 | 0.10% | 0.47% | 0.93% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 8 | 0.08% | 0.12% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Columbus Macro, LLC | 5 | 2 | 0.66% | 1.72% | 2.43% | Q4 2018 | Q4 2022 | 7 |
LPWM LLC | 7 | 7 | 1.20% | 1.39% | 1.71% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Leicht Financial Planning & Wealth Management, Inc. | 7 | 7 | 0.68% | 3.44% | 5.14% | Q3 2018 | Q1 2020 | 7 |
AIRE ADVISORS, LLC | 7 | 7 | 1.71% | 2.10% | 2.48% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2022 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Snowden Capital Advisors LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q4 2022 | 7 |
GUGGENHEIM CAPITAL LLC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.00% | 0.07% | 0.17% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.02% | 0.05% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 4 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q1 2023 | 7 |
Cardan Capital Partners, LLC | 7 | 7 | 0.36% | 0.92% | 1.40% | Q1 2020 | Q3 2021 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 4 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Windsor Capital Management, LLC | 7 | 7 | 0.09% | 0.18% | 0.26% | Q1 2022 | Q3 2023 | 7 |
CLIENT 1ST ADVISORY GROUP, LLC | 7 | 7 | 0.10% | 0.21% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Compass Financial Group, Inc. | 7 | 7 | 1.43% | 1.72% | 1.90% | Q3 2020 | Q1 2022 | 7 |
RHS Financial, LLC | 5 | 2 | 0.29% | 0.45% | 0.59% | Q3 2020 | Q3 2023 | 7 |
MCMORGAN & CO LLC | 6 | 6 | 1.37% | 2.02% | 3.14% | Q3 2021 | Q4 2022 | 6 |
Sanford Advisory Services, LLC | 6 | 6 | 0.45% | 2.28% | 3.70% | Q3 2021 | Q4 2022 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Scissortail Wealth Management, LLC | 5 | 1 | 0.32% | 0.41% | 0.52% | Q1 2022 | Q3 2023 | 6 |
WEALTHSOURCE PARTNERS, LLC | 6 | 6 | 0.03% | 0.27% | 0.48% | Q1 2022 | Q2 2023 | 6 |
TRUE Private Wealth Advisors | 4 | 2 | 0.03% | 0.14% | 0.35% | Q1 2022 | Q3 2023 | 6 |
Baystate Wealth Management LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 6 |
MV CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.41% | 0.75% | Q4 2020 | Q1 2022 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 1 | 0.00% | 0.18% | 0.63% | Q4 2020 | Q3 2022 | 6 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 1 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 6 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 6 |
Venturi Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.03% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.03% | 0.29% | 0.71% | Q1 2022 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.18% | 0.30% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Advisory Alpha, LLC | 5 | 1 | 0.03% | 1.21% | 1.67% | Q1 2022 | Q3 2023 | 6 |
TNF LLC | 6 | 6 | 0.10% | 0.33% | 0.89% | Q1 2022 | Q2 2023 | 6 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.32% | 0.69% | 1.06% | Q1 2022 | Q3 2023 | 6 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2022 | 6 |
FormulaFolio Investments, LLC | 6 | 6 | 0.04% | 1.09% | 2.63% | Q3 2019 | Q4 2020 | 6 |
Lloyd Advisory Services, LLC. | 3 | 1 | 0.00% | 0.04% | 0.23% | Q4 2019 | Q1 2022 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
1832 Asset Management L.P. | 6 | 6 | 0.08% | 0.11% | 0.12% | Q1 2022 | Q2 2023 | 6 |
Atria Investments, Inc | 4 | 1 | 0.02% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 6 |
Goodwin Investment Advisory | 6 | 6 | 0.00% | 0.18% | 0.36% | Q1 2022 | Q2 2023 | 6 |
Lion Street Advisors, LLC | 4 | 1 | 0.12% | 0.16% | 0.19% | Q3 2021 | Q2 2023 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
TCWP LLC | 6 | 6 | 0.39% | 0.55% | 0.77% | Q4 2021 | Q1 2023 | 6 |
One Wealth Advisors, LLC | 6 | 6 | 0.05% | 0.30% | 0.58% | Q1 2022 | Q2 2023 | 6 |
SCOTIA CAPITAL INC. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 6 |
STRINGER ASSET MANAGEMENT, LLC | 5 | 1 | 1.50% | 4.17% | 6.24% | Q4 2017 | Q1 2021 | 6 |
Prestige Wealth Management Group LLC | 5 | 1 | 0.11% | 1.07% | 5.76% | Q4 2020 | Q3 2023 | 6 |
Bay Harbor Wealth Management, LLC | 5 | 1 | 0.00% | 0.29% | 0.56% | Q4 2021 | Q3 2023 | 6 |
Aletheian Wealth Advisors LLC | 5 | 1 | 0.22% | 0.28% | 0.33% | Q1 2022 | Q4 2023 | 6 |
FIRST NATIONAL CORP /MA/ /ADV | 3 | 1 | 0.11% | 0.38% | 0.55% | Q3 2020 | Q3 2022 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.03% | 0.76% | 1.24% | Q1 2021 | Q1 2022 | 5 |
Lebenthal Global Advisors, LLC | 5 | 5 | 0.28% | 0.66% | 0.93% | Q1 2021 | Q1 2022 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 5 | 5 | 0.14% | 0.73% | 1.12% | Q1 2022 | Q1 2023 | 5 |
55I, LLC | 5 | 5 | 0.01% | 0.18% | 0.45% | Q1 2021 | Q1 2022 | 5 |
JB Capital LLC | 4 | 1 | 0.02% | 0.41% | 0.86% | Q1 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NVWM, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
PATTON ALBERTSON MILLER GROUP, LLC | 5 | 5 | 0.05% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Econ Financial Services Corp | 5 | 5 | 0.18% | 1.16% | 2.10% | Q3 2022 | Q3 2023 | 5 |
Merriman Wealth Management, LLC | 4 | 1 | 0.05% | 0.15% | 0.19% | Q2 2020 | Q4 2022 | 5 |
Cardinal Strategic Wealth Guidance | 5 | 5 | 0.00% | 0.54% | 0.88% | Q1 2022 | Q1 2023 | 5 |
Stratos Wealth Advisors, LLC | 3 | 2 | 0.02% | 0.15% | 0.32% | Q1 2021 | Q4 2022 | 5 |
NWAM LLC | 5 | 5 | 0.02% | 0.06% | 0.11% | Q1 2022 | Q1 2023 | 5 |
US BANCORP \DE\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 5 | 1.51% | 2.12% | 2.32% | Q3 2022 | Q3 2023 | 5 |
Baron Financial Group, LLC | 5 | 5 | 1.81% | 2.11% | 2.38% | Q3 2022 | Q3 2023 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Sierra Capital LLC | 3 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 1 | 0.00% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 5 |
Simplicity Solutions, LLC | 5 | 5 | 0.03% | 0.38% | 0.78% | Q4 2019 | Q4 2020 | 5 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
B&D White Capital Company, LLC | 5 | 5 | 0.30% | 1.71% | 2.59% | Q4 2020 | Q4 2021 | 5 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.01% | 0.38% | 0.76% | Q1 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Van Hulzen Asset Management, LLC | 5 | 5 | 0.04% | 0.09% | 0.13% | Q1 2022 | Q1 2023 | 5 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 5 |
CFS Investment Advisory Services, LLC | 5 | 5 | 0.01% | 0.40% | 0.65% | Q4 2021 | Q4 2022 | 5 |
Element Wealth, LLC | 4 | 1 | 0.02% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 5 |
PROVENCE WEALTH MANAGEMENT GROUP | 4 | 1 | 0.01% | 0.34% | 0.58% | Q2 2022 | Q3 2023 | 5 |
360 Financial, Inc. | 5 | 5 | 2.24% | 2.43% | 2.96% | Q3 2022 | Q3 2023 | 5 |
Stokes Family Office, LLC | 4 | 4 | 0.07% | 0.26% | 0.34% | Q1 2022 | Q4 2022 | 4 |
Tidal Investments LLC | 4 | 4 | 0.05% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
FIFTH THIRD BANCORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Towerpoint Wealth, LLC | 4 | 4 | 0.13% | 0.33% | 0.46% | Q4 2021 | Q3 2022 | 4 |
Buttonwood Financial Group, LLC | 4 | 4 | 1.12% | 1.75% | 2.45% | Q1 2022 | Q4 2022 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SigFig Wealth Management, LLC | 4 | 4 | 0.01% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
San Luis Wealth Advisors LLC | 3 | 1 | 0.25% | 0.60% | 1.12% | Q4 2020 | Q1 2022 | 4 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Florin Court Capital LLP | 3 | 1 | 0.26% | 1.38% | 3.86% | Q3 2021 | Q3 2023 | 4 |
Ascent Group, LLC | 3 | 1 | 0.02% | 0.07% | 0.16% | Q3 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.56% | 0.61% | 0.67% | Q4 2022 | Q3 2023 | 4 |
ONE Advisory Partners, LLC | 4 | 4 | 0.24% | 0.86% | 1.27% | Q1 2022 | Q4 2022 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
VALLEY NATIONAL ADVISERS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
GeoWealth Management, LLC | 2 | 1 | 0.20% | 0.63% | 1.31% | Q3 2021 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.04% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.05% | 0.12% | 0.18% | Q1 2022 | Q4 2022 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q4 2022 | 4 |
Tradewinds Capital Management, LLC | 3 | 1 | 0.03% | 6.96% | 15.73% | Q4 2021 | Q3 2023 | 4 |
Hall Private Wealth Advisors | 4 | 4 | 0.53% | 0.59% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.06% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q3 2021 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
CoreCap Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q4 2022 | 4 |
SteelPeak Wealth, LLC | 4 | 4 | 0.05% | 0.15% | 0.22% | Q1 2022 | Q4 2022 | 4 |
Avior Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
West Wealth Group, LLC | 4 | 4 | 0.10% | 0.46% | 0.74% | Q1 2022 | Q4 2022 | 4 |
Csenge Advisory Group | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Pettinga Financial Advisors LLC | 4 | 4 | 0.11% | 0.41% | 0.69% | Q1 2022 | Q4 2022 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Brookstone Capital Management | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
High Falls Advisors, Inc | 4 | 4 | 0.08% | 0.69% | 1.12% | Q1 2022 | Q4 2022 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.22% | 0.32% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2011 | Q4 2022 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Horst & Graben Wealth Management LLC | 4 | 4 | 0.24% | 0.82% | 1.17% | Q1 2022 | Q4 2022 | 4 |
Trilogy Capital Inc. | 3 | 1 | 0.71% | 0.83% | 0.88% | Q4 2019 | Q4 2020 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 3.77% | 3.86% | 3.93% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Keystone Wealth Services, LLC | 3 | 3 | 0.18% | 0.21% | 0.26% | Q2 2022 | Q4 2022 | 3 |
Wealth Alliance | 3 | 3 | 0.14% | 0.16% | 0.18% | Q2 2022 | Q4 2022 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 3 | 0.32% | 0.35% | 0.37% | Q2 2022 | Q4 2022 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.79% | 0.96% | 1.06% | Q2 2022 | Q4 2022 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Westshore Wealth, LLC | 3 | 3 | 0.54% | 0.63% | 0.81% | Q4 2022 | Q2 2023 | 3 |
Spectrum Planning & Advisory Services Inc. | 3 | 3 | 0.46% | 0.61% | 0.80% | Q2 2022 | Q4 2022 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Strategic Asset Management, LLC | 3 | 3 | 0.01% | 0.04% | 0.11% | Q1 2022 | Q3 2022 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.14% | 0.18% | 0.21% | Q2 2020 | Q4 2020 | 3 |
Strategic Blueprint, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 3 |
Mascoma Wealth Management LLC | 2 | 1 | 0.00% | 0.12% | 0.35% | Q3 2018 | Q4 2022 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Tri-Star Advisors Inc. | 3 | 3 | 0.53% | 0.82% | 1.11% | Q1 2022 | Q3 2022 | 3 |
Financial Connections Group, Inc. | 3 | 3 | 0.03% | 0.06% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q2 2021 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Palogic Value Management, L.P. | 3 | 3 | 0.22% | 0.34% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Accel Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.29% | 0.33% | 0.39% | Q1 2023 | Q3 2023 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 0.22% | 1.93% | 3.32% | Q1 2020 | Q3 2020 | 3 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.57% | 0.83% | 1.15% | Q1 2022 | Q3 2022 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Rosenberg Matthew Hamilton | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Fulcrum Equity Management | 3 | 3 | 0.56% | 0.66% | 0.82% | Q1 2021 | Q3 2021 | 3 |
Sharkey, Howes & Javer | 3 | 3 | 0.40% | 0.55% | 0.76% | Q2 2022 | Q4 2022 | 3 |
EQ LLC | 3 | 3 | 0.56% | 0.63% | 0.70% | Q2 2022 | Q4 2022 | 3 |
LVW Advisors, LLC | 3 | 3 | 0.13% | 0.18% | 0.21% | Q2 2022 | Q4 2022 | 3 |
PAX Financial Group, LLC | 3 | 3 | 0.49% | 0.54% | 0.61% | Q2 2022 | Q4 2022 | 3 |
Security Financial Services, INC. | 3 | 3 | 0.54% | 0.64% | 0.79% | Q2 2022 | Q4 2022 | 3 |
Windham Capital Management, LLC | 3 | 3 | 0.92% | 0.93% | 0.95% | Q1 2023 | Q3 2023 | 3 |
Bigelow Investment Advisors, LLC | 3 | 3 | 0.19% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.97% | 1.29% | 1.61% | Q3 2018 | Q2 2021 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q4 2021 | 3 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.06% | 0.13% | Q3 2017 | Q4 2018 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 2.76% | 3.24% | 3.60% | Q4 2022 | Q3 2023 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q1 2022 | 3 |
Summit X, LLC | 3 | 3 | 0.18% | 0.21% | 0.28% | Q2 2022 | Q4 2022 | 3 |
Cooper Financial Group | 3 | 3 | 0.08% | 0.09% | 0.12% | Q2 2022 | Q4 2022 | 3 |
Mayflower Financial Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q4 2022 | 3 |
ShoreHaven Wealth Partners, LLC | 3 | 3 | 0.41% | 0.52% | 0.71% | Q2 2022 | Q4 2022 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.57% | 0.90% | 1.27% | Q1 2018 | Q4 2018 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.03% | 0.14% | 0.21% | Q4 2019 | Q2 2020 | 3 |
Lantz Financial LLC | 3 | 3 | 0.12% | 0.15% | 0.17% | Q2 2022 | Q4 2022 | 3 |
Onyx Bridge Wealth Group LLC | 3 | 3 | 0.15% | 0.29% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Scarborough Advisors, LLC | 3 | 3 | 0.57% | 0.70% | 0.89% | Q2 2022 | Q4 2022 | 3 |
IFG Advisory, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.41% | 0.50% | 0.61% | Q1 2021 | Q3 2021 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.31% | 0.37% | 0.46% | Q2 2022 | Q4 2022 | 3 |
Cypress Wealth Services, LLC | 3 | 3 | 0.21% | 0.23% | 0.25% | Q2 2022 | Q4 2022 | 3 |
GRIES FINANCIAL LLC | 2 | 1 | 0.29% | 0.99% | 1.45% | Q1 2022 | Q4 2022 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
Adams Wealth Management | 3 | 3 | 2.64% | 2.81% | 2.99% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Day & Ennis, LLC | 3 | 3 | 0.08% | 0.22% | 0.32% | Q1 2022 | Q3 2022 | 3 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.76% | 0.79% | 0.83% | Q1 2021 | Q1 2022 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q3 2018 | Q1 2019 | 3 |
SWMG, LLC | 3 | 3 | 0.12% | 0.31% | 0.41% | Q3 2022 | Q1 2023 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Meridian Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.02% | 0.17% | 0.31% | Q1 2022 | Q3 2022 | 3 |
Invst, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2022 | Q3 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 2 | 2 | 1.15% | 1.21% | 1.27% | Q2 2018 | Q3 2018 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.96% | 1.69% | 2.42% | Q1 2019 | Q2 2019 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Summit Rock Advisors, LP | 1 | 1 | 5.80% | 7.38% | 8.95% | Q2 2020 | Q4 2020 | 2 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.14% | 0.27% | Q1 2022 | Q4 2022 | 2 |
Keebeck Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q1 2021 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.14% | 0.16% | 0.19% | Q1 2020 | Q2 2020 | 2 |
Conservest Capital Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Cavalier Investments, LLC | 1 | 1 | 0.67% | 1.29% | 1.91% | Q4 2020 | Q3 2021 | 2 |
Clarity Financial LLC | 2 | 2 | 0.39% | 0.53% | 0.68% | Q2 2021 | Q3 2021 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.07% | 0.12% | 0.18% | Q3 2022 | Q4 2022 | 2 |
Keystone Financial Services | 2 | 2 | 0.66% | 0.67% | 0.69% | Q2 2022 | Q3 2022 | 2 |
BMS Financial Advisors, LLC | 1 | 1 | 0.14% | 0.27% | 0.39% | Q1 2022 | Q3 2022 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 0.42% | 0.46% | 0.50% | Q2 2022 | Q3 2022 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Icon Wealth Partners, LLC | 2 | 2 | 0.13% | 0.26% | 0.40% | Q1 2022 | Q2 2022 | 2 |
PROVIDA PENSION FUND ADMINISTRATOR | 1 | 1 | 0.70% | 1.40% | 2.11% | Q1 2022 | Q4 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.28% | 0.29% | 0.31% | Q3 2022 | Q4 2022 | 2 |
Hilltop Partners LLC | 1 | 1 | 2.09% | 2.16% | 2.23% | Q1 2023 | Q3 2023 | 2 |
Wolff Financial Management LLC | 1 | 1 | 0.12% | 0.17% | 0.22% | Q1 2021 | Q3 2021 | 2 |
FFG RETIREMENT ADVISORS LLC | 1 | 1 | 0.30% | 0.33% | 0.35% | Q4 2022 | Q3 2023 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2022 | Q3 2022 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q2 2019 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Weaver Consulting Group | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Prentice Wealth Management LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 1.42% | 1.56% | 1.71% | Q4 2019 | Q1 2020 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.22% | 0.41% | Q3 2019 | Q2 2022 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
W.H. Cornerstone Investments Inc. | 2 | 2 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q4 2022 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 2 |
KM Capital Management Ltd. | 2 | 2 | 0.37% | 0.40% | 0.43% | Q4 2022 | Q1 2023 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2018 | Q3 2018 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.25% | 0.27% | 0.30% | Q3 2022 | Q4 2022 | 2 |
FLC Capital Advisors | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Friedenthal Financial | 1 | 1 | 2.64% | 3.02% | 3.41% | Q3 2022 | Q2 2023 | 2 |
Firestone Capital Management | 2 | 2 | 0.07% | 0.10% | 0.13% | Q4 2019 | Q1 2020 | 2 |
Calamos Wealth Management LLC | 1 | 1 | 0.09% | 0.10% | 0.12% | Q2 2022 | Q4 2022 | 2 |
Simmons Bank | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Dunhill Financial, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Park Place Capital Corp | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q3 2022 | Q4 2022 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Sentinus, LLC | 2 | 2 | 0.37% | 0.43% | 0.49% | Q3 2022 | Q4 2022 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.31% | 0.38% | 0.45% | Q2 2022 | Q3 2022 | 2 |
Arrow Investment Advisors, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q3 2021 | 2 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hoxton Planning & Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2021 | Q4 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2020 | Q2 2020 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL LIFE ADVISORS | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Wayfinding Financial, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2022 | Q1 2022 | 1 |
Ellevest, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Q3 Asset Management | 1 | 1 | 1.74% | 1.74% | 1.74% | Q2 2023 | Q2 2023 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 7.91% | 7.91% | 7.91% | Q4 2020 | Q4 2020 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Destiny Capital Corp/CO | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2023 | Q1 2023 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2021 | Q4 2021 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
WEALTH MANAGEMENT RESOURCES, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Williams Financial, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2022 | Q1 2022 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2022 | Q3 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisory Resource Group | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2021 | Q2 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q2 2023 | Q2 2023 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Golden State Equity Partners | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
RCS Financial Planning, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 1.81% | 1.81% | 1.81% | Q3 2020 | Q3 2020 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Truadvice, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2020 | Q4 2020 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
CALIBER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2021 | Q1 2021 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Retirement Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Clarus Group, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Financial Futures Ltd Liability Co. | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2021 | Q4 2021 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2022 | Q4 2022 | 1 |
HYA Advisors, Inc | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2022 | Q2 2022 | 1 |
Prosperity Planning, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Vantage Financial Partners, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2021 | Q4 2021 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Glovista Investments LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2018 | Q3 2018 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2021 | Q1 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Retireful, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.