Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 27 | 27 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
BlackRock Inc. | 24 | 2 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 26 |
UBS Group AG | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
ROYAL BANK OF CANADA | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.00% | 0.04% | 0.20% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
LPL Financial LLC | 23 | 23 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 23 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.04% | 0.17% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.00% | 0.08% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 16 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
North Star Investment Management Corp. | 17 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 11 | 10 | 0.02% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.21% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
HighTower Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Columbus Macro, LLC | 20 | 20 | 0.79% | 1.81% | 3.50% | Q4 2018 | Q3 2023 | 20 |
ASSETMARK, INC | 20 | 20 | 0.00% | 0.26% | 0.36% | Q4 2018 | Q3 2023 | 20 |
SMITH, MOORE & CO. | 20 | 20 | 0.13% | 0.26% | 0.42% | Q4 2018 | Q3 2023 | 20 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 20 | 20 | 0.03% | 0.57% | 1.21% | Q4 2018 | Q3 2023 | 20 |
Legacy Private Trust Co. | 20 | 20 | 0.32% | 0.58% | 1.73% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 0.41% | 2.87% | 7.08% | Q4 2018 | Q3 2023 | 20 |
Vivaldi Capital Management LP | 20 | 20 | 0.14% | 0.25% | 0.63% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
SIGMA INVESTMENT COUNSELORS INC | 20 | 20 | 0.12% | 0.27% | 0.59% | Q4 2018 | Q3 2023 | 20 |
SECURIAN ASSET MANAGEMENT, INC | 20 | 20 | 0.03% | 0.18% | 0.31% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
FDx Advisors, Inc. | 19 | 19 | 0.87% | 1.43% | 2.87% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
IHT Wealth Management, LLC | 19 | 19 | 0.02% | 0.10% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 17 | 2 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 19 |
CITIGROUP INC | 16 | 3 | 0.00% | 0.05% | 0.16% | Q3 2017 | Q3 2023 | 19 |
Cornerstone Wealth Group, LLC | 19 | 19 | 1.04% | 1.66% | 3.32% | Q1 2019 | Q3 2023 | 19 |
Bank of New York Mellon Corp | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Aveo Capital Partners, LLC | 11 | 1 | 0.06% | 0.14% | 0.23% | Q4 2018 | Q3 2023 | 18 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 18 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Northwest Capital Management Inc | 15 | 2 | 0.08% | 0.56% | 1.49% | Q4 2018 | Q3 2023 | 17 |
Steward Partners Investment Advisory, LLC | 15 | 1 | 0.00% | 0.04% | 0.28% | Q4 2018 | Q3 2023 | 17 |
Financial Advisors Network, Inc. | 16 | 1 | 0.53% | 1.49% | 2.20% | Q1 2019 | Q3 2023 | 17 |
JPMORGAN CHASE & CO | 15 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Clarius Group, LLC | 17 | 17 | 1.10% | 2.98% | 4.13% | Q3 2019 | Q3 2023 | 17 |
F&V Capital Management, LLC | 17 | 17 | 0.40% | 0.51% | 0.69% | Q3 2019 | Q3 2023 | 17 |
Probity Advisors, Inc. | 8 | 2 | 0.45% | 0.54% | 0.71% | Q2 2019 | Q3 2023 | 16 |
OPTIMUM INVESTMENT ADVISORS | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.25% | 0.88% | 1.82% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.01% | 5.05% | 11.57% | Q4 2019 | Q3 2023 | 16 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Clarus Wealth Advisors | 16 | 16 | 0.01% | 0.32% | 0.52% | Q3 2018 | Q2 2022 | 16 |
Cordant, Inc. | 16 | 16 | 0.50% | 1.08% | 1.85% | Q4 2019 | Q3 2023 | 16 |
KEMPER Corp | 16 | 16 | 3.39% | 7.98% | 26.59% | Q4 2017 | Q3 2021 | 16 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
Peterson Wealth Advisors, LLC | 15 | 15 | 0.59% | 1.18% | 2.21% | Q1 2020 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 15 | 15 | 0.00% | 0.20% | 0.93% | Q4 2018 | Q2 2022 | 15 |
Creative Planning | 15 | 15 | 0.81% | 1.14% | 1.76% | Q1 2020 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 15 | 15 | 0.03% | 0.31% | 0.42% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
CHOREO, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.01% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Partners, LTD. | 15 | 15 | 1.51% | 1.78% | 2.17% | Q1 2020 | Q3 2023 | 15 |
Baird Financial Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 15 |
Evensky & Katz LLC | 14 | 14 | 0.26% | 0.79% | 1.22% | Q2 2020 | Q3 2023 | 14 |
ALESCO ADVISORS LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
Vision Capital Management, Inc. | 14 | 14 | 1.44% | 2.03% | 2.91% | Q2 2020 | Q3 2023 | 14 |
Physician Wealth Advisors, Inc. | 14 | 14 | 0.12% | 0.20% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Kingfisher Capital LLC | 14 | 14 | 0.31% | 0.41% | 0.50% | Q2 2020 | Q3 2023 | 14 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Opes Wealth Management LLC | 14 | 14 | 0.10% | 0.20% | 0.62% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Divergent Wealth Advisors | 13 | 13 | 3.79% | 4.44% | 5.17% | Q3 2020 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Heritage Trust Co | 13 | 13 | 0.04% | 0.19% | 0.24% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 13.39% | 19.76% | 26.36% | Q3 2020 | Q3 2023 | 13 |
WEALTHSOURCE PARTNERS, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.29% | 0.90% | Q1 2019 | Q1 2023 | 13 |
AlphaStar Capital Management, LLC | 13 | 13 | 0.04% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
AMERIPRISE FINANCIAL INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Chicago Partners Investment Group LLC | 12 | 1 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Red Wave Investments LLC | 12 | 12 | 1.80% | 2.18% | 2.59% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 1.54% | 1.96% | 2.39% | Q4 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.23% | 0.81% | 1.44% | Q4 2020 | Q3 2023 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.07% | 0.30% | 1.11% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.13% | 0.14% | 0.15% | Q4 2020 | Q3 2023 | 12 |
LWS Wealth Advisors, Inc. | 12 | 12 | 0.11% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Bank of Finland | 12 | 12 | 32.47% | 34.18% | 36.36% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 1.96% | 2.88% | 3.78% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL COUNSELORS INC | 12 | 12 | 0.09% | 0.27% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.09% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Destination Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Clean Yield Group | 11 | 11 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q2 2023 | 11 |
WealthPLAN Partners, LLC | 8 | 3 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2023 | 11 |
Turim 21 Investimentos Ltda. | 10 | 1 | 0.02% | 0.09% | 0.56% | Q4 2020 | Q3 2023 | 11 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.02% | 0.13% | 0.64% | Q3 2017 | Q2 2023 | 11 |
Hamilton Capital, LLC | 11 | 11 | 0.01% | 0.11% | 0.54% | Q4 2019 | Q2 2022 | 11 |
HHM Wealth Advisors, LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Gs Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
DAVIDSON INVESTMENT ADVISORS | 11 | 11 | 1.51% | 2.92% | 4.22% | Q1 2021 | Q3 2023 | 11 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.02% | 0.12% | Q1 2019 | Q3 2023 | 11 |
Rock Creek Group, LP | 11 | 11 | 4.24% | 5.03% | 5.78% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 10 | 1 | 0.00% | 0.15% | 0.49% | Q4 2019 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Laurel Wealth Advisors, Inc. | 6 | 5 | 0.02% | 0.21% | 0.40% | Q1 2020 | Q4 2022 | 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 11 | 11 | 0.16% | 0.55% | 1.02% | Q1 2021 | Q3 2023 | 11 |
Gemmer Asset Management LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2022 | 11 |
Foster Group, Inc. | 11 | 11 | 0.14% | 1.05% | 1.60% | Q1 2021 | Q3 2023 | 11 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.05% | 0.18% | Q4 2018 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 10 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 1 | 0.14% | 0.70% | 1.59% | Q3 2019 | Q3 2023 | 10 |
AdvisorNet Financial, Inc | 9 | 1 | 0.01% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 10 |
MCF Advisors LLC | 7 | 3 | 3.12% | 5.92% | 7.18% | Q1 2021 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.04% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisors LLC | 5 | 1 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 10 |
XPONANCE, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 10 |
TimeScale Financial, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Horizon Investments, LLC | 5 | 1 | 0.02% | 1.05% | 3.33% | Q3 2019 | Q3 2023 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 10 |
CATALYST PRIVATE WEALTH, LLC | 9 | 1 | 0.12% | 0.18% | 0.25% | Q3 2020 | Q4 2023 | 10 |
MBL Wealth, LLC | 7 | 1 | 0.83% | 1.72% | 2.42% | Q4 2020 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
TCG Advisory Services, LLC | 10 | 10 | 2.60% | 2.98% | 3.30% | Q4 2020 | Q1 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Running Point Capital Advisors, LLC | 7 | 3 | 0.02% | 0.12% | 0.30% | Q1 2021 | Q3 2023 | 10 |
Tranquility Partners, LLC | 6 | 4 | 0.15% | 0.28% | 0.35% | Q2 2019 | Q3 2023 | 10 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 9 | 9 | 0.52% | 1.41% | 2.56% | Q1 2020 | Q1 2022 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.08% | 0.14% | 0.27% | Q3 2020 | Q4 2022 | 9 |
Walkner Condon Financial Advisors LLC | 9 | 9 | 0.16% | 0.21% | 0.43% | Q3 2021 | Q3 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.04% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 9 |
New England Private Wealth Advisors LLC | 9 | 9 | 0.15% | 0.16% | 0.17% | Q2 2021 | Q2 2023 | 9 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 8 | 1 | 0.00% | 0.34% | 0.61% | Q2 2020 | Q3 2023 | 9 |
AMARILLO NATIONAL BANK | 9 | 9 | 2.50% | 5.46% | 9.10% | Q3 2021 | Q3 2023 | 9 |
Lido Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.52% | 0.60% | 0.75% | Q2 2021 | Q3 2023 | 9 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 3 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Dorsey & Whitney Trust CO LLC | 9 | 9 | 0.02% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2021 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
CORRADO ADVISORS, LLC | 9 | 9 | 0.14% | 0.28% | 0.41% | Q3 2021 | Q3 2023 | 9 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 3.47% | 4.25% | 4.76% | Q4 2021 | Q3 2023 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 2.02% | 4.81% | 9.74% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.02% | 0.11% | 0.22% | Q4 2021 | Q3 2023 | 8 |
G2 CAPITAL MANAGEMENT, LLC / OH | 8 | 8 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 6 | 2 | 0.01% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 2.41% | 3.34% | 4.11% | Q4 2021 | Q3 2023 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 8 | 0.01% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 8 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
NORTHWEST WEALTH MANAGEMENT, LLC | 8 | 8 | 0.25% | 1.20% | 1.77% | Q4 2021 | Q3 2023 | 8 |
Arbor Investment Advisors, LLC | 8 | 8 | 0.24% | 0.54% | 0.82% | Q4 2021 | Q3 2023 | 8 |
C M BIDWELL & ASSOCIATES LTD | 8 | 8 | 0.38% | 0.50% | 0.60% | Q4 2021 | Q3 2023 | 8 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.32% | 0.49% | 0.58% | Q4 2018 | Q3 2020 | 8 |
KEB ASSET MANAGEMENT, LLC | 8 | 8 | 0.15% | 0.29% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 2.51% | 3.44% | 4.23% | Q4 2021 | Q3 2023 | 8 |
FIRST HAWAIIAN BANK | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cutler Group LLC / CA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 8 |
Csenge Advisory Group | 5 | 3 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 2.56% | 5.06% | 6.80% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2023 | 8 |
Betterment LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.01% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.30% | 0.46% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 0.54% | 0.84% | 1.13% | Q4 2021 | Q3 2023 | 8 |
AdvicePeriod, LLC | 8 | 8 | 0.06% | 0.75% | 1.14% | Q3 2019 | Q2 2021 | 8 |
Mascoma Wealth Management LLC | 8 | 8 | 0.02% | 0.10% | 0.21% | Q4 2021 | Q3 2023 | 8 |
ARROW FINANCIAL CORP | 8 | 8 | 3.22% | 4.02% | 4.94% | Q4 2021 | Q3 2023 | 8 |
BRINKER CAPITAL INC | 8 | 8 | 0.02% | 0.16% | 0.22% | Q3 2018 | Q2 2020 | 8 |
Legacy Financial Advisors, Inc. | 7 | 1 | 0.05% | 0.11% | 0.28% | Q1 2020 | Q1 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 7 |
Harborview Advisors, LLC | 7 | 7 | 0.53% | 1.16% | 1.41% | Q1 2020 | Q3 2021 | 7 |
Bensler, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.02% | 0.13% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Resonant Capital Advisors, LLC | 7 | 7 | 0.28% | 0.54% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.28% | 0.40% | 0.54% | Q4 2021 | Q3 2023 | 7 |
Litman Gregory Wealth Management LLC | 5 | 2 | 0.32% | 3.04% | 5.09% | Q4 2021 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.12% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Ascent Group, LLC | 6 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.06% | 3.15% | 7.70% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Valtinson Bruner Financial Planning LLC | 6 | 1 | 0.20% | 0.25% | 0.29% | Q4 2018 | Q2 2022 | 7 |
FAS Wealth Partners, Inc. | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
DeGreen Capital Management LLC | 7 | 7 | 2.05% | 2.49% | 3.65% | Q1 2020 | Q3 2021 | 7 |
FC Advisory LLC | 7 | 7 | 0.32% | 0.51% | 0.84% | Q2 2022 | Q4 2023 | 7 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2019 | 7 |
BESSEMER GROUP INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.44% | 0.47% | 0.55% | Q1 2022 | Q3 2023 | 7 |
AAF Wealth Management, LLC | 7 | 7 | 11.40% | 13.57% | 14.64% | Q1 2022 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 6 | 6 | 0.19% | 0.97% | 1.34% | Q4 2018 | Q1 2020 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Retirement Planning Group, LLC | 6 | 6 | 0.07% | 0.25% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Wealthsimple US, Ltd. | 6 | 6 | 7.13% | 8.21% | 8.74% | Q4 2019 | Q1 2021 | 6 |
HUNTINGTON NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
Parkside Investments, LLC | 6 | 6 | 0.59% | 0.68% | 0.83% | Q4 2018 | Q1 2020 | 6 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
KRAFT ASSET MANAGEMENT, LLC | 6 | 6 | 1.45% | 1.53% | 1.58% | Q2 2022 | Q3 2023 | 6 |
Doyle Wealth Management | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
TCWP LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2023 | 6 |
Waypoint Wealth Partners Inc. | 6 | 6 | 0.12% | 0.12% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Asset Dedication, LLC | 5 | 1 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.21% | 0.24% | 0.26% | Q2 2022 | Q3 2023 | 6 |
WIPFLI FINANCIAL ADVISORS LLC, | 6 | 6 | 10.50% | 16.49% | 19.06% | Q2 2021 | Q3 2022 | 6 |
MV CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.10% | 0.84% | 1.07% | Q4 2018 | Q1 2020 | 6 |
Sunbelt Securities, Inc. | 4 | 1 | 0.03% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 5 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.22% | 0.69% | Q4 2019 | Q3 2023 | 5 |
PFS INVESTMENTS INC. | 3 | 2 | 0.06% | 0.37% | 0.64% | Q3 2019 | Q4 2021 | 5 |
Wescott Financial Advisory Group, LLC | 4 | 1 | 0.04% | 0.07% | 0.13% | Q2 2022 | Q3 2023 | 5 |
Human Investing LLC | 4 | 1 | 0.06% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 5 |
Avantax Planning Partners, Inc. | 5 | 5 | 0.08% | 0.09% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.20% | 0.24% | 0.26% | Q2 2019 | Q2 2020 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 1.22% | 1.90% | Q3 2022 | Q3 2023 | 5 |
Paracle Advisors, LLC | 5 | 5 | 2.76% | 2.90% | 3.21% | Q1 2020 | Q1 2021 | 5 |
Ferguson Shapiro LLC | 5 | 5 | 0.32% | 12.47% | 24.94% | Q3 2022 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q3 2020 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.07% | Q2 2022 | Q2 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Caprock Group, LLC | 5 | 5 | 0.30% | 0.30% | 0.31% | Q4 2018 | Q4 2019 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.04% | 0.08% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Nachman Norwood & Parrott, Inc | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 5 |
FORTE CAPITAL LLC /ADV | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Wedmont Private Capital | 5 | 5 | 0.07% | 0.42% | 0.59% | Q3 2022 | Q3 2023 | 5 |
Center For Asset Management LLC | 5 | 5 | 0.17% | 0.19% | 0.21% | Q1 2021 | Q1 2022 | 5 |
BANK HAPOALIM BM | 5 | 5 | 0.38% | 0.61% | 0.94% | Q4 2020 | Q4 2021 | 5 |
Blue Chip Partners, LLC | 5 | 5 | 0.48% | 0.52% | 0.56% | Q4 2018 | Q4 2019 | 5 |
Institute for Wealth Management, LLC. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q2 2022 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HILLTOP WEALTH ADVISORS, LLC | 5 | 5 | 1.53% | 1.82% | 2.24% | Q3 2022 | Q3 2023 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Qube Research & Technologies Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.38% | 0.44% | 0.54% | Q4 2022 | Q4 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.01% | 0.05% | 0.18% | Q4 2018 | Q3 2023 | 5 |
STIFEL FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.09% | 0.15% | Q1 2018 | Q3 2023 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 0.17% | 0.23% | 0.32% | Q3 2022 | Q3 2023 | 5 |
FIRST NATIONAL BANK SIOUX FALLS | 5 | 5 | 1.26% | 2.40% | 3.54% | Q3 2022 | Q3 2023 | 5 |
HBK Sorce Advisory LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2020 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.15% | 0.16% | 0.18% | Q4 2018 | Q4 2019 | 5 |
Wealthquest Corp | 5 | 5 | 3.62% | 4.35% | 4.80% | Q4 2018 | Q4 2019 | 5 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 5 |
Choate Investment Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Clear Creek Financial Management, LLC | 3 | 1 | 0.05% | 0.29% | 0.98% | Q3 2020 | Q3 2023 | 4 |
DRAVO BAY LLC | 4 | 4 | 0.33% | 0.80% | 1.27% | Q4 2022 | Q3 2023 | 4 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 4 |
Savant Capital, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Five Oceans Advisors | 4 | 4 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Advisory Services Network, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Standpoint Asset Management, LLC | 4 | 4 | 9.34% | 9.46% | 9.55% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 4.70% | 4.86% | 5.02% | Q4 2022 | Q3 2023 | 4 |
TFB Advisors LLC | 4 | 4 | 0.53% | 0.86% | 1.49% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 0.46% | 0.95% | 1.22% | Q4 2022 | Q3 2023 | 4 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Endowment Wealth Management, Inc. | 4 | 4 | 0.29% | 0.34% | 0.37% | Q4 2022 | Q3 2023 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.25% | 1.17% | 2.10% | Q4 2022 | Q3 2023 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q4 2020 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2022 | 4 |
TOWNSQUARE CAPITAL LLC | 3 | 1 | 0.01% | 0.05% | 0.17% | Q4 2021 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2022 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.49% | 0.53% | 0.60% | Q4 2022 | Q3 2023 | 4 |
WealthStone, Inc. | 4 | 4 | 0.24% | 7.99% | 11.64% | Q2 2019 | Q1 2020 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 4 | 4 | 0.03% | 0.11% | 0.18% | Q3 2017 | Q2 2018 | 4 |
Blue Investment Partners LLC | 4 | 4 | 2.94% | 3.64% | 4.53% | Q4 2022 | Q3 2023 | 4 |
First PREMIER Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Strid Group, LLC | 4 | 4 | 1.18% | 1.32% | 1.43% | Q4 2022 | Q3 2023 | 4 |
Capstone Financial Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.16% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Gainplan LLC | 4 | 4 | 1.04% | 2.21% | 3.71% | Q4 2022 | Q3 2023 | 4 |
Legacy Capital Wealth Partners, LLC | 4 | 4 | 0.07% | 1.47% | 2.99% | Q4 2022 | Q3 2023 | 4 |
Stokes Family Office, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 1.12% | 1.42% | 1.58% | Q4 2022 | Q3 2023 | 4 |
StoneX Group Inc. | 4 | 4 | 0.59% | 0.61% | 0.65% | Q1 2021 | Q4 2021 | 4 |
Summit Financial, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 7.32% | 7.63% | 8.20% | Q4 2022 | Q3 2023 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.63% | 0.67% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 5.23% | 6.47% | 9.13% | Q4 2022 | Q3 2023 | 4 |
BSW Wealth Partners | 4 | 4 | 0.05% | 0.60% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 1.72% | 2.49% | 3.08% | Q4 2022 | Q3 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.12% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Carroll Financial Associates, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
Nicholas Hoffman & Company, LLC. | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.21% | 0.31% | 0.52% | Q4 2022 | Q3 2023 | 4 |
CAPE COD FIVE CENTS SAVINGS BANK | 4 | 4 | 1.11% | 1.16% | 1.21% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.18% | 2.43% | 3.50% | Q4 2021 | Q3 2022 | 4 |
National Wealth Management Group, LLC | 4 | 4 | 0.33% | 1.05% | 1.36% | Q4 2022 | Q3 2023 | 4 |
Stockman Wealth Management, Inc. | 4 | 4 | 1.98% | 2.66% | 3.21% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 0.99% | 1.03% | 1.08% | Q4 2022 | Q3 2023 | 4 |
BEAM WEALTH ADVISORS, INC. | 4 | 4 | 1.66% | 2.46% | 4.16% | Q4 2022 | Q3 2023 | 4 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 3 | 2.01% | 2.45% | 2.73% | Q2 2021 | Q4 2021 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.40% | 0.40% | 0.41% | Q4 2020 | Q2 2021 | 3 |
AMERICAN NATIONAL BANK | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Bristlecone Advisors, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2019 | Q4 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.05% | 0.21% | 0.32% | Q3 2019 | Q2 2020 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q2 2023 | 3 |
VESTOR CAPITAL, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Monterey Private Wealth, Inc. | 3 | 3 | 0.55% | 1.19% | 1.68% | Q4 2021 | Q2 2022 | 3 |
Vantage Financial Partners, LLC | 3 | 3 | 0.22% | 1.90% | 5.21% | Q4 2021 | Q2 2022 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 3 |
Ullmann Wealth Partners Group, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q1 2023 | 3 |
Tranquilli Financial Advisor LLC | 3 | 3 | 0.74% | 0.76% | 0.78% | Q2 2021 | Q4 2021 | 3 |
Brookstone Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sigma Planning Corp | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 3 | 3 | 1.53% | 1.58% | 1.65% | Q1 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.01% | 0.05% | 0.09% | Q4 2022 | Q2 2023 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q4 2021 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.16% | 0.24% | Q1 2021 | Q1 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.18% | 0.22% | 0.24% | Q4 2021 | Q2 2022 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Oakwell Private Wealth Management, LLC | 3 | 3 | 0.53% | 0.59% | 0.66% | Q4 2020 | Q2 2021 | 3 |
MBA Advisors LLC | 3 | 3 | 0.86% | 1.75% | 2.32% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Keeler Thomas Management LLC | 3 | 3 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q1 2022 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
James J. Burns & Company, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Fortis Capital Advisors, LLC | 3 | 3 | 0.12% | 0.36% | 0.50% | Q4 2022 | Q2 2023 | 3 |
Maxim Capital Management LLC | 3 | 3 | 0.54% | 0.55% | 0.56% | Q1 2019 | Q3 2019 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.28% | 0.29% | 0.32% | Q1 2023 | Q3 2023 | 3 |
CFS Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Veery Capital, LLC | 3 | 3 | 0.22% | 1.42% | 2.26% | Q1 2023 | Q3 2023 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Slagle Financial, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
DAVIDSON TRUST CO | 2 | 2 | 0.27% | 0.44% | 0.62% | Q4 2021 | Q1 2022 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Strategic Wealth Partners Group, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2019 | Q1 2020 | 2 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Strategic Financial Planning, Inc. | 2 | 2 | 0.49% | 0.52% | 0.54% | Q2 2022 | Q3 2022 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.09% | 0.18% | 0.27% | Q1 2019 | Q1 2020 | 2 |
Heartwood Wealth Advisors LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.45% | 2.36% | 4.27% | Q2 2023 | Q3 2023 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CGN Advisors LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2023 | Q4 2023 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 1.30% | 1.34% | 1.37% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.66% | 0.68% | 0.71% | Q1 2018 | Q2 2018 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
OPUS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.47% | 0.65% | 0.84% | Q4 2021 | Q1 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Heritage Investment Group, Inc. | 2 | 2 | 0.68% | 0.74% | 0.81% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BAILARD, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Glenview Trust Co | 2 | 2 | 0.04% | 0.21% | 0.39% | Q4 2018 | Q1 2019 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Relative Value Partners Group, LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q1 2022 | Q2 2022 | 2 |
CoreFirst Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.16% | 0.23% | 0.29% | Q2 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.37% | 0.41% | 0.46% | Q2 2023 | Q3 2023 | 2 |
TFO Wealth Partners, LLC | 2 | 2 | 0.97% | 0.98% | 0.98% | Q1 2022 | Q2 2022 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.88% | 0.91% | 0.94% | Q2 2023 | Q3 2023 | 2 |
ACG Wealth | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.41% | 0.42% | 0.44% | Q1 2021 | Q2 2021 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Financial Advocates Investment Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
River Street Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2021 | Q1 2021 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DOPKINS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Twin Lakes Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STATE STREET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Advisor Resource Council | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
INNEALTA CAPITAL, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2020 | Q3 2020 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
CEDAR HILL ASSOCIATES, LLC | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2018 | Q4 2018 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2023 | Q3 2023 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Surevest, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
One Day In July LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Stadion Money Management, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2017 | Q3 2017 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CLARIS ADVISORS, LLC / MO / | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
R. W. Roge & Company, Inc. | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2023 | Q3 2023 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.