Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BlackRock Inc. | 32 | 32 | 0.00% | 0.03% | 0.22% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
LPL Financial LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
UBS Group AG | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 30 | 30 | 0.27% | 2.02% | 3.21% | Q2 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 28 | 28 | 0.01% | 0.06% | 0.19% | Q4 2016 | Q3 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
MORGAN STANLEY | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
ASSETMARK, INC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 22 | 4 | 0.00% | 0.03% | 0.81% | Q1 2017 | Q3 2023 | 26 |
Sigma Planning Corp | 26 | 26 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q1 2023 | 26 |
Private Advisor Group, LLC | 17 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
APPLETON PARTNERS INC/MA | 25 | 25 | 0.14% | 0.46% | 0.57% | Q4 2017 | Q4 2023 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Vivaldi Capital Management LP | 24 | 1 | 0.00% | 0.20% | 1.91% | Q1 2017 | Q2 2023 | 25 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 7 | 0.09% | 0.18% | 0.34% | Q2 2017 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.78% | 1.55% | Q4 2017 | Q3 2023 | 24 |
Boston Standard Wealth Management, LLC | 22 | 2 | 6.40% | 7.34% | 9.01% | Q4 2017 | Q4 2023 | 24 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.31% | 1.10% | 2.92% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.04% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 24 |
Advisory Services Network, LLC | 11 | 1 | 0.00% | 0.05% | 0.21% | Q3 2016 | Q3 2023 | 23 |
Freedom Investment Management, Inc. | 23 | 23 | 0.23% | 0.63% | 1.07% | Q1 2018 | Q3 2023 | 23 |
HighTower Advisors, LLC | 21 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 23 |
Divergent Wealth Advisors | 23 | 23 | 0.20% | 2.81% | 4.73% | Q4 2017 | Q2 2023 | 23 |
Continuum Advisory, LLC | 23 | 23 | 0.44% | 0.98% | 1.64% | Q1 2018 | Q3 2023 | 23 |
Mirae Asset Global Investments Co., Ltd. | 20 | 3 | 0.01% | 0.11% | 0.21% | Q3 2017 | Q3 2023 | 23 |
Pure Financial Advisors, LLC | 22 | 1 | 0.18% | 3.75% | 38.38% | Q1 2018 | Q4 2023 | 23 |
WELLS FARGO & COMPANY/MN | 20 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
OARSMAN CAPITAL, INC. | 22 | 22 | 0.14% | 1.32% | 2.68% | Q4 2017 | Q1 2023 | 22 |
Charles Schwab Investment Advisory, Inc. | 22 | 22 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Snowden Capital Advisors LLC | 13 | 8 | 0.02% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Occidental Asset Management, LLC | 21 | 21 | 0.44% | 0.99% | 2.06% | Q3 2018 | Q3 2023 | 21 |
CreativeOne Wealth, LLC | 21 | 21 | 0.03% | 0.51% | 1.65% | Q3 2018 | Q3 2023 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q4 2022 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.16% | 0.29% | 0.44% | Q3 2018 | Q3 2023 | 21 |
NYL Investors LLC | 20 | 20 | 0.58% | 4.29% | 8.55% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 20 | 20 | 0.00% | 0.15% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Partners, LTD. | 17 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.02% | 1.28% | 6.53% | Q1 2018 | Q3 2023 | 20 |
Dynamic Advisor Solutions LLC | 20 | 20 | 0.04% | 0.14% | 0.36% | Q4 2018 | Q3 2023 | 20 |
SECURIAN ASSET MANAGEMENT, INC | 20 | 20 | 0.10% | 0.12% | 0.16% | Q4 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.01% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.03% | 0.12% | 0.77% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Kingsview Wealth Management, LLC | 14 | 6 | 0.02% | 0.09% | 0.18% | Q3 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Allen Capital Group, LLC | 16 | 3 | 0.05% | 0.34% | 0.52% | Q4 2018 | Q3 2023 | 19 |
LexAurum Advisors, LLC | 19 | 19 | 0.12% | 0.30% | 0.55% | Q1 2019 | Q3 2023 | 19 |
GOLDMAN SACHS GROUP INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.39% | 0.61% | 0.90% | Q1 2019 | Q3 2023 | 19 |
Parallel Advisors, LLC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 19 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Traynor Capital Management, Inc. | 19 | 19 | 0.03% | 0.07% | 0.15% | Q1 2019 | Q3 2023 | 19 |
JGP Wealth Management, LLC | 19 | 19 | 0.08% | 0.20% | 0.27% | Q1 2019 | Q3 2023 | 19 |
SCOTIA CAPITAL INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Cranbrook Wealth Management, LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 18 | 18 | 0.08% | 0.24% | 0.41% | Q2 2019 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 18 |
Allworth Financial LP | 18 | 18 | 0.03% | 2.01% | 5.21% | Q2 2019 | Q3 2023 | 18 |
Quad-Cities Investment Group, LLC | 17 | 1 | 0.01% | 0.33% | 0.67% | Q2 2018 | Q3 2023 | 18 |
Regal Wealth Group, Inc. | 18 | 18 | 0.02% | 0.14% | 1.05% | Q4 2016 | Q1 2021 | 18 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 18 |
ARGI Investment Services, LLC | 18 | 18 | 0.08% | 0.18% | 0.25% | Q3 2018 | Q4 2022 | 18 |
Rehmann Capital Advisory Group | 11 | 1 | 0.01% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 18 |
Cetera Advisor Networks LLC | 18 | 18 | 0.00% | 0.05% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Kovitz Investment Group Partners, LLC | 13 | 5 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Friedenthal Financial | 18 | 18 | 1.43% | 2.52% | 3.50% | Q2 2019 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.14% | 0.33% | 0.79% | Q2 2019 | Q3 2023 | 18 |
Burt Wealth Advisors | 10 | 7 | 0.00% | 0.39% | 1.80% | Q2 2019 | Q3 2023 | 17 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 6 | 0.02% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 17 |
Certified Advisory Corp | 11 | 6 | 0.93% | 5.44% | 7.43% | Q1 2019 | Q3 2023 | 17 |
Clarus Wealth Advisors | 17 | 17 | 0.20% | 0.27% | 0.38% | Q2 2019 | Q2 2023 | 17 |
CWM, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 17 | 17 | 0.02% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 17 |
GeoWealth Management, LLC | 10 | 7 | 0.28% | 0.72% | 1.45% | Q2 2019 | Q3 2023 | 17 |
ARKANSAS FINANCIAL GROUP, INC. | 17 | 17 | 0.50% | 1.52% | 2.42% | Q3 2019 | Q3 2023 | 17 |
DEUTSCHE BANK AG\ | 11 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Midwest Professional Planners, LTD. | 10 | 3 | 0.11% | 0.29% | 0.44% | Q4 2017 | Q3 2023 | 16 |
MBE Wealth Management, LLC | 16 | 16 | 0.27% | 1.90% | 4.93% | Q4 2019 | Q3 2023 | 16 |
First Ascent Asset Management, LLC | 16 | 16 | 2.12% | 3.08% | 4.17% | Q4 2019 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.62% | 0.79% | 1.14% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.08% | 0.21% | 0.50% | Q4 2019 | Q3 2023 | 16 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.07% | 0.31% | 0.61% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 16 | 16 | 0.02% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Stewardship Advisors, LLC | 16 | 16 | 1.78% | 4.02% | 6.51% | Q4 2019 | Q3 2023 | 16 |
GARRISON POINT ADVISORS, LLC | 16 | 16 | 0.21% | 0.31% | 0.45% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Matson Money. Inc. | 16 | 16 | 14.98% | 16.70% | 20.53% | Q4 2019 | Q3 2023 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 1.60% | 1.85% | 1.98% | Q4 2019 | Q3 2023 | 16 |
DOHJ, LLC | 16 | 16 | 2.83% | 4.15% | 6.30% | Q4 2019 | Q3 2023 | 16 |
PRUDENT INVESTORS NETWORK, INC. | 16 | 16 | 6.21% | 8.02% | 13.44% | Q4 2019 | Q3 2023 | 16 |
Full Sail Capital, LLC | 16 | 16 | 0.02% | 0.21% | 0.56% | Q4 2019 | Q3 2023 | 16 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 16 | 0.02% | 0.06% | 0.20% | Q2 2019 | Q1 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MGO ONE SEVEN LLC | 10 | 5 | 0.06% | 0.18% | 1.03% | Q3 2019 | Q3 2023 | 15 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 14 | 1 | 0.10% | 0.23% | 0.72% | Q4 2019 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.08% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.15% | 0.74% | Q4 2019 | Q3 2023 | 15 |
CAHABA WEALTH MANAGEMENT, INC. | 15 | 15 | 0.09% | 0.92% | 2.60% | Q1 2020 | Q3 2023 | 15 |
Bigelow Investment Advisors, LLC | 15 | 15 | 0.15% | 0.28% | 0.48% | Q1 2020 | Q3 2023 | 15 |
FAS Wealth Partners, Inc. | 15 | 15 | 0.01% | 0.19% | 0.38% | Q1 2019 | Q3 2022 | 15 |
Trinity Wealth Management, LLC | 12 | 3 | 4.71% | 7.06% | 12.79% | Q4 2019 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Valmark Advisers, Inc. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Advisory Alpha, LLC | 11 | 4 | 0.02% | 0.19% | 0.85% | Q4 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
BOK Financial Private Wealth, Inc. | 9 | 6 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Insight Wealth Partners, LLC | 15 | 15 | 0.05% | 0.87% | 3.45% | Q4 2019 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
CX Institutional | 14 | 1 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q2 2022 | 15 |
Apollon Wealth Management, LLC | 14 | 1 | 0.02% | 1.11% | 5.05% | Q4 2018 | Q3 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q4 2019 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 4.62% | 5.82% | 6.86% | Q4 2019 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Betterment LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 5 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 15 |
Wealth Advisory Solutions, LLC | 8 | 6 | 0.00% | 0.28% | 0.62% | Q4 2019 | Q2 2023 | 14 |
Cedar Wealth Management, LLC | 14 | 14 | 0.00% | 0.25% | 0.36% | Q3 2018 | Q4 2021 | 14 |
Perigon Wealth Management, LLC | 13 | 1 | 0.01% | 0.04% | 0.10% | Q3 2011 | Q3 2023 | 14 |
VICUS CAPITAL | 14 | 14 | 0.02% | 0.53% | 0.91% | Q3 2018 | Q4 2021 | 14 |
Brio Consultants, LLC | 14 | 14 | 0.05% | 0.97% | 2.34% | Q2 2020 | Q3 2023 | 14 |
Mutual Advisors, LLC | 13 | 1 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q2 2023 | 14 |
Creative Planning | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
NewSquare Capital LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 14 |
TRUE Private Wealth Advisors | 14 | 14 | 0.02% | 1.27% | 2.41% | Q3 2017 | Q4 2020 | 14 |
Sowell Financial Services LLC | 10 | 1 | 0.02% | 0.06% | 0.15% | Q1 2019 | Q3 2023 | 14 |
Regal Investment Advisors LLC | 7 | 1 | 0.06% | 0.52% | 1.12% | Q2 2018 | Q2 2022 | 14 |
55I, LLC | 13 | 13 | 0.01% | 0.09% | 0.27% | Q1 2019 | Q1 2022 | 13 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 13 | 13 | 2.06% | 2.51% | 2.98% | Q4 2018 | Q4 2021 | 13 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13 | 13 | 0.02% | 0.12% | 0.32% | Q2 2018 | Q2 2021 | 13 |
Blueprint Investment Partners LLC | 13 | 13 | 0.39% | 2.50% | 7.31% | Q4 2019 | Q4 2022 | 13 |
Tarbox Family Office, Inc. | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.01% | 0.19% | 0.47% | Q2 2019 | Q2 2023 | 13 |
Advisors Asset Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 13 |
Gradient Investments LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 11 | 1 | 0.00% | 0.14% | 0.48% | Q4 2019 | Q2 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.08% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
STATE STREET CORP | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 13 |
Shilanski & Associates, Inc. | 13 | 13 | 0.28% | 1.20% | 1.96% | Q2 2019 | Q2 2022 | 13 |
Baird Financial Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
CGN Advisors LLC | 13 | 13 | 0.21% | 0.71% | 1.49% | Q4 2020 | Q4 2023 | 13 |
Kopp Family Office, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 4 | 0.04% | 0.15% | 0.38% | Q3 2020 | Q3 2023 | 12 |
Sunbelt Securities, Inc. | 9 | 3 | 0.01% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 12 |
American Portfolios Advisors | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2022 | 12 |
RAYMOND JAMES & ASSOCIATES | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 12 |
Allegheny Financial Group LTD | 12 | 12 | 1.13% | 1.71% | 3.06% | Q4 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.59% | 0.68% | 0.86% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.15% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.10% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Biltmore Capital Advisors LLC | 12 | 12 | 0.74% | 1.34% | 1.85% | Q1 2019 | Q4 2021 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.29% | 0.51% | 0.82% | Q4 2020 | Q3 2023 | 12 |
NBT BANK N A /NY | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2020 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.15% | 1.52% | 2.27% | Q4 2020 | Q3 2023 | 12 |
Karp Capital Management Corp | 12 | 12 | 1.26% | 2.03% | 2.88% | Q2 2019 | Q1 2022 | 12 |
Ackerman Capital Advisors, LLC | 12 | 12 | 0.68% | 1.47% | 1.95% | Q1 2020 | Q4 2022 | 12 |
Charles Schwab Trust Co | 12 | 12 | 0.03% | 0.15% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.85% | 1.21% | 1.45% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Blossom Wealth Management | 12 | 12 | 3.11% | 4.06% | 5.10% | Q4 2020 | Q3 2023 | 12 |
AGF Investments LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 2.11% | 2.72% | 3.73% | Q4 2020 | Q3 2023 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.04% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.06% | 1.30% | 1.92% | Q1 2019 | Q4 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Compton Financial Group, LLC | 12 | 12 | 5.36% | 5.61% | 6.00% | Q4 2020 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 12 | 12 | 0.05% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.02% | 0.08% | 0.30% | Q1 2016 | Q1 2022 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.50% | 0.65% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Brown Financial Advisory | 12 | 12 | 2.01% | 3.31% | 4.42% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 8 | 3 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2021 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.18% | 0.25% | 0.35% | Q4 2019 | Q2 2022 | 11 |
CORRADO ADVISORS, LLC | 11 | 11 | 0.24% | 0.62% | 1.78% | Q1 2021 | Q3 2023 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WealthShield Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2020 | 11 |
Horan Securities, Inc. | 7 | 4 | 0.01% | 0.06% | 0.18% | Q3 2020 | Q2 2023 | 11 |
HOWE & RUSLING INC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Bridge Advisory, LLC | 10 | 1 | 0.14% | 0.34% | 0.60% | Q4 2020 | Q3 2023 | 11 |
Highstreet Asset Management Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 11 |
Jackson Creek Investment Advisors LLC | 11 | 11 | 0.09% | 0.20% | 0.26% | Q1 2021 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 2 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2021 | 11 |
Kestra Advisory Services, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
New Capital Management LP | 7 | 1 | 0.43% | 0.64% | 0.89% | Q3 2020 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.02% | 0.06% | 0.08% | Q1 2018 | Q3 2020 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2022 | 11 |
Better Money Decisions, LLC | 11 | 11 | 1.02% | 1.38% | 1.78% | Q1 2021 | Q3 2023 | 11 |
QUADRANT CAPITAL GROUP LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 6 | 4 | 0.00% | 0.68% | 1.25% | Q2 2019 | Q3 2023 | 10 |
Cedar Brook Financial Partners, LLC | 10 | 10 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 10 |
Western Wealth Management, LLC | 7 | 3 | 0.01% | 0.07% | 0.11% | Q4 2018 | Q3 2022 | 10 |
Clear Creek Financial Management, LLC | 5 | 2 | 0.12% | 0.55% | 1.29% | Q2 2019 | Q2 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.18% | 0.75% | 1.54% | Q2 2021 | Q3 2023 | 10 |
OLD NATIONAL BANCORP /IN/ | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Hayden Royal, LLC | 7 | 1 | 0.17% | 0.56% | 2.03% | Q1 2019 | Q4 2021 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.06% | 0.31% | Q4 2020 | Q1 2023 | 10 |
Aptus Capital Advisors, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
LEGG MASON, INC. | 10 | 10 | 0.04% | 5.77% | 12.44% | Q1 2018 | Q2 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.01% | 0.08% | 0.19% | Q4 2019 | Q1 2022 | 10 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 9 | 1 | 0.14% | 0.19% | 0.26% | Q1 2017 | Q3 2019 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Apella Capital, LLC | 7 | 3 | 0.06% | 0.14% | 0.25% | Q2 2021 | Q4 2023 | 10 |
TORONTO DOMINION BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.16% | 0.20% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Aspire Private Capital, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.16% | 0.52% | 1.08% | Q1 2020 | Q1 2022 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.73% | 1.70% | 2.73% | Q4 2021 | Q4 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.66% | 1.25% | 3.08% | Q3 2020 | Q2 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 0.26% | 0.69% | 1.83% | Q4 2021 | Q4 2023 | 9 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.09% | 0.18% | Q4 2018 | Q2 2023 | 9 |
CIBC WORLD MARKET INC. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Rockefeller Capital Management L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
SENTINEL PENSION ADVISORS INC | 9 | 9 | 0.06% | 0.17% | 0.87% | Q4 2019 | Q4 2021 | 9 |
AMARILLO NATIONAL BANK | 9 | 9 | 3.26% | 4.13% | 4.76% | Q3 2021 | Q3 2023 | 9 |
AGF INVESTMENTS INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 9 |
Beta Wealth Group, Inc. | 9 | 9 | 1.56% | 4.59% | 12.94% | Q4 2020 | Q4 2022 | 9 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.00% | 0.07% | 0.26% | Q3 2018 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.09% | 0.40% | 0.71% | Q4 2020 | Q4 2022 | 9 |
Stratos Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q1 2023 | 9 |
MCF Advisors LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
TBH Global Asset Management, LLC | 9 | 9 | 0.09% | 0.23% | 1.16% | Q4 2019 | Q4 2021 | 9 |
Riverview Trust Co | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CITIGROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 9 |
McKinley Carter Wealth Services, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
GDS Wealth Management | 8 | 8 | 2.90% | 3.10% | 3.23% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.14% | 0.18% | 0.28% | Q4 2021 | Q3 2023 | 8 |
RAYMOND JAMES TRUST N.A. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
PDS Planning, Inc | 8 | 8 | 0.32% | 0.83% | 1.30% | Q4 2021 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 8 |
Mariner, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
AGINCOURT CAPITAL MANAGEMENT, LLC | 8 | 8 | 18.82% | 21.17% | 22.17% | Q4 2021 | Q3 2023 | 8 |
Neuberger Berman Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q1 2023 | 8 |
Parsec Financial Management, Inc. | 8 | 8 | 0.02% | 0.53% | 1.06% | Q2 2021 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.06% | 0.13% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Jaffetilchin Investment Partners, LLC | 7 | 1 | 0.04% | 0.09% | 0.14% | Q2 2019 | Q2 2021 | 8 |
Fluent Financial, LLC | 8 | 8 | 0.74% | 1.08% | 1.38% | Q4 2021 | Q3 2023 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 0.10% | 0.88% | 1.50% | Q4 2021 | Q3 2023 | 8 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 8 | 8 | 0.49% | 1.25% | 1.92% | Q2 2020 | Q1 2022 | 8 |
Bouchey Financial Group Ltd | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2021 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 8 |
FormulaFolio Investments, LLC | 6 | 2 | 0.01% | 0.07% | 0.16% | Q2 2018 | Q2 2021 | 8 |
PENOBSCOT WEALTH MANAGEMENT | 7 | 1 | 0.22% | 3.76% | 7.25% | Q2 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 1.07% | 2.16% | Q4 2021 | Q3 2023 | 8 |
Asset Dedication, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 8 |
Capstone Financial Advisors, Inc. | 8 | 8 | 0.32% | 0.94% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Hardy Reed LLC | 8 | 8 | 0.04% | 0.57% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Intelligence Driven Advisers, LLC | 7 | 7 | 0.30% | 0.36% | 0.41% | Q4 2018 | Q2 2020 | 7 |
ALLIANCEBERNSTEIN L.P. | 5 | 2 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q1 2023 | 7 |
Kohmann Bosshard Financial Services, LLC | 7 | 7 | 0.04% | 0.12% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Hanson & Doremus Investment Management | 6 | 1 | 0.00% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 7 |
SlateStone Wealth, LLC | 7 | 7 | 0.06% | 0.14% | 0.19% | Q2 2019 | Q4 2020 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Topel & Distasi Wealth Management, LLC | 7 | 7 | 0.91% | 1.02% | 1.29% | Q1 2022 | Q3 2023 | 7 |
INVESTMENT PARTNERS, LTD. | 7 | 7 | 0.11% | 0.49% | 0.83% | Q1 2022 | Q3 2023 | 7 |
JONES FINANCIAL COMPANIES LLLP | 7 | 7 | 0.01% | 0.20% | 0.35% | Q1 2022 | Q3 2023 | 7 |
FC Advisory LLC | 7 | 7 | 0.73% | 0.89% | 0.99% | Q2 2022 | Q4 2023 | 7 |
Jacobi Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
HUNTINGTON NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Hemington Wealth Management | 5 | 2 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q3 2022 | 7 |
Falcon Wealth Planning | 7 | 7 | 0.06% | 0.13% | 0.25% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Intergy Private Wealth, LLC | 7 | 7 | 0.23% | 0.25% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.56% | 0.62% | 0.78% | Q2 2022 | Q4 2023 | 7 |
Canvas Wealth Advisors, LLC | 7 | 7 | 0.09% | 0.22% | 0.35% | Q1 2021 | Q3 2022 | 7 |
Laidlaw Wealth Management LLC | 6 | 1 | 0.04% | 0.14% | 0.20% | Q4 2019 | Q1 2022 | 7 |
Sargent Bickham Lagudis LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2020 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 7 |
Krilogy Financial LLC | 5 | 1 | 0.01% | 0.06% | 0.14% | Q1 2018 | Q3 2023 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Orion Portfolio Solutions, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 7 |
Helen Stephens Group, LLC | 7 | 7 | 0.48% | 1.09% | 2.41% | Q1 2022 | Q3 2023 | 7 |
Strategic Wealth Partners, Ltd. | 7 | 7 | 0.00% | 0.12% | 0.54% | Q1 2018 | Q3 2019 | 7 |
Future Financial Wealth Managment LLC | 7 | 7 | 0.70% | 1.03% | 1.41% | Q1 2022 | Q3 2023 | 7 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.02% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.12% | 0.17% | 0.22% | Q4 2019 | Q1 2021 | 6 |
Fermata Advisors, LLC | 6 | 6 | 0.07% | 0.65% | 1.68% | Q1 2021 | Q2 2022 | 6 |
Brooklyn FI, LLC | 4 | 2 | 0.65% | 1.26% | 1.91% | Q1 2022 | Q3 2023 | 6 |
Tranquility Partners, LLC | 6 | 6 | 0.39% | 0.49% | 0.64% | Q4 2020 | Q1 2022 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.31% | 0.40% | 0.52% | Q2 2022 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.03% | 0.08% | 0.10% | Q1 2019 | Q1 2021 | 6 |
Resource Planning Group | 5 | 1 | 0.12% | 0.27% | 0.52% | Q2 2021 | Q4 2022 | 6 |
American Trust | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Simplicity Solutions, LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q4 2020 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Walkner Condon Financial Advisors LLC | 6 | 6 | 0.06% | 0.13% | 0.29% | Q3 2021 | Q4 2022 | 6 |
NWAM LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 6.80% | 7.69% | 8.32% | Q1 2022 | Q2 2023 | 6 |
Tenret Co LLC | 6 | 6 | 0.27% | 1.12% | 4.25% | Q1 2022 | Q2 2023 | 6 |
Synergy Asset Management, LLC | 4 | 1 | 0.11% | 0.37% | 1.60% | Q4 2021 | Q3 2023 | 6 |
Gould Capital, LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q1 2023 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Heritage Trust Co | 6 | 6 | 0.03% | 0.08% | 0.18% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hanlon Investment Management, Inc. | 6 | 6 | 0.04% | 0.24% | 0.62% | Q1 2019 | Q2 2020 | 6 |
ProVise Management Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Total Wealth Planning, LLC | 6 | 6 | 0.07% | 0.28% | 0.37% | Q2 2022 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 6 |
Evergreen Wealth Solutions, LLC | 4 | 2 | 0.22% | 0.34% | 0.46% | Q4 2021 | Q2 2023 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q2 2020 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
RHS Financial, LLC | 6 | 6 | 0.28% | 0.75% | 1.23% | Q3 2020 | Q4 2021 | 6 |
Modera Wealth Management, LLC | 5 | 5 | 0.02% | 0.17% | 0.37% | Q3 2022 | Q3 2023 | 5 |
Professional Financial Advisors, LLC | 4 | 1 | 0.09% | 0.77% | 3.36% | Q4 2019 | Q3 2022 | 5 |
Pinnacle Advisory Group, Inc. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q1 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 5 |
Summit Global Investments | 5 | 5 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q1 2022 | 5 |
EQ LLC | 3 | 1 | 0.20% | 0.72% | 1.08% | Q4 2020 | Q4 2022 | 5 |
Belpointe Asset Management LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 5 |
Paragon Advisors, LLC | 5 | 5 | 0.50% | 1.07% | 1.72% | Q3 2022 | Q3 2023 | 5 |
Financial Advocates Investment Management | 4 | 1 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Prostatis Group LLC | 4 | 1 | 0.02% | 0.30% | 0.56% | Q3 2020 | Q2 2023 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 1.30% | 1.40% | 1.50% | Q3 2022 | Q3 2023 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.00% | 0.94% | 1.60% | Q1 2022 | Q3 2023 | 5 |
MKD WEALTH COACHES, LLC | 3 | 2 | 0.13% | 0.28% | 0.56% | Q4 2018 | Q4 2020 | 5 |
Running Point Capital Advisors, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2022 | 5 |
HL FINANCIAL SERVICES LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 5 |
Wealthfront Advisers LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Strategic Blueprint, LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q2 2023 | 5 |
WealthCare Investment Partners, LLC | 5 | 5 | 0.16% | 0.50% | 0.97% | Q4 2021 | Q4 2022 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
Financial Engines Advisors L.L.C. | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 5 |
Columbus Macro, LLC | 5 | 5 | 0.44% | 0.89% | 1.45% | Q3 2022 | Q3 2023 | 5 |
Curtis Advisory Group, LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Towerpoint Wealth, LLC | 5 | 5 | 0.13% | 0.33% | 0.61% | Q2 2022 | Q2 2023 | 5 |
PFG Advisors | 5 | 5 | 0.02% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 1 | 0.02% | 0.07% | 0.11% | Q1 2019 | Q1 2021 | 5 |
Total Clarity Wealth Management, Inc. | 5 | 5 | 0.49% | 0.92% | 1.63% | Q4 2019 | Q4 2020 | 5 |
Hartford Financial Management Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 5 |
AlphaStar Capital Management, LLC | 4 | 1 | 0.07% | 0.15% | 0.26% | Q2 2018 | Q3 2023 | 5 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.75% | 0.78% | 0.81% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Crumly & Associates Inc. | 4 | 4 | 0.79% | 1.30% | 2.62% | Q4 2019 | Q3 2020 | 4 |
SC&H Financial Advisors, Inc. | 4 | 4 | 0.12% | 0.24% | 0.54% | Q4 2021 | Q3 2022 | 4 |
HORIZON FINANCIAL SERVICES, LLC | 4 | 4 | 0.14% | 0.47% | 1.22% | Q2 2021 | Q1 2022 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
GIRARD PARTNERS LTD. | 4 | 4 | 0.05% | 0.14% | 0.34% | Q4 2022 | Q3 2023 | 4 |
JANUS HENDERSON GROUP PLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.28% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.27% | 0.58% | Q1 2019 | Q1 2020 | 4 |
Huber Financial Advisors, LLC | 4 | 4 | 0.14% | 0.40% | 0.82% | Q2 2019 | Q1 2020 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Vantage Financial Partners, LLC | 4 | 4 | 0.18% | 0.24% | 0.30% | Q4 2021 | Q3 2022 | 4 |
AWM CAPITAL, LLC | 4 | 4 | 0.13% | 0.27% | 0.40% | Q3 2021 | Q2 2022 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
BFSG, LLC | 4 | 4 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.47% | 0.54% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Financial Partners, LLC | 3 | 1 | 0.20% | 0.27% | 0.35% | Q2 2016 | Q4 2017 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Family Investment Center, Inc. | 4 | 4 | 0.84% | 0.90% | 0.95% | Q4 2022 | Q3 2023 | 4 |
BlackRock Fund Advisors | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q4 2016 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 3.15% | 3.45% | 3.73% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kooman & Associates | 4 | 4 | 5.24% | 6.73% | 10.40% | Q4 2022 | Q3 2023 | 4 |
TCG Advisors, LP | 4 | 4 | 0.19% | 0.41% | 0.56% | Q2 2019 | Q1 2020 | 4 |
Zeit Capital LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Wiser Wealth Management, Inc | 3 | 1 | 0.16% | 0.75% | 2.11% | Q2 2022 | Q4 2023 | 4 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 4 |
Summit Wealth Group, LLC | 4 | 4 | 0.48% | 1.53% | 4.01% | Q4 2022 | Q3 2023 | 4 |
TrueWealth Advisors, LLC | 4 | 4 | 0.12% | 0.17% | 0.19% | Q4 2021 | Q3 2022 | 4 |
Virtu Financial LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q2 2018 | 4 |
James J. Burns & Company, LLC | 4 | 4 | 0.07% | 0.42% | 0.70% | Q3 2022 | Q2 2023 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Stadion Money Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
McCarthy Grittinger Financial Group, LLC | 2 | 1 | 0.00% | 0.12% | 0.27% | Q1 2022 | Q3 2023 | 3 |
Econ Financial Services Corp | 3 | 3 | 1.13% | 1.35% | 1.48% | Q1 2023 | Q3 2023 | 3 |
AFAM CAPITAL, INC. | 2 | 1 | 0.14% | 0.34% | 0.73% | Q4 2017 | Q3 2018 | 3 |
Vawter Financial, Ltd. | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Evergreen Advisors, LLC | 3 | 3 | 5.25% | 5.44% | 5.63% | Q2 2019 | Q4 2019 | 3 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.07% | 0.18% | 0.35% | Q1 2018 | Q3 2019 | 3 |
Brookstone Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Burns Matteson Capital Management, LLC | 3 | 3 | 0.40% | 0.58% | 0.68% | Q4 2022 | Q2 2023 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.08% | 1.86% | 3.12% | Q3 2019 | Q1 2020 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q2 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.60% | 0.66% | 0.69% | Q1 2023 | Q3 2023 | 3 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
Merit Financial Group, LLC | 2 | 1 | 0.01% | 0.11% | 0.21% | Q1 2022 | Q3 2023 | 3 |
Benchmark Financial Wealth Advisors, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q3 2020 | Q1 2021 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.68% | 0.76% | 0.91% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
ODonnell Financial Services, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q1 2022 | 3 |
Wealth Alliance Advisory Group, LLC | 3 | 3 | 1.67% | 1.75% | 1.82% | Q1 2018 | Q3 2018 | 3 |
LaSalle St. Investment Advisors, LLC | 3 | 3 | 1.38% | 1.46% | 1.54% | Q4 2022 | Q2 2023 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Facet Wealth, Inc. | 3 | 3 | 0.07% | 0.14% | 0.27% | Q4 2021 | Q2 2022 | 3 |
GAM Holding AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 3 |
AVAII WEALTH MANAGEMENT, LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.23% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 3 |
Jentner Corp | 3 | 3 | 0.22% | 0.26% | 0.32% | Q2 2019 | Q4 2019 | 3 |
NTV ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q1 2021 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
J2 Capital Management Inc | 3 | 3 | 2.57% | 2.76% | 2.90% | Q4 2021 | Q2 2022 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
CNB Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Stone House Investment Management, LLC | 2 | 1 | 0.04% | 0.12% | 0.17% | Q3 2017 | Q3 2023 | 3 |
Avion Wealth | 2 | 1 | 0.00% | 0.04% | 0.12% | Q2 2022 | Q3 2023 | 3 |
Canal Capital Management, LLC | 1 | 1 | 0.23% | 0.36% | 0.55% | Q1 2018 | Q3 2019 | 3 |
MGO Private Wealth, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2022 | Q4 2022 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.96% | 1.00% | 1.04% | Q4 2018 | Q1 2019 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 3.11% | 3.83% | 4.55% | Q3 2017 | Q4 2017 | 2 |
F3Logic, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2019 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 2 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 1.50% | 1.68% | 1.87% | Q4 2017 | Q1 2018 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.37% | 0.40% | 0.43% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.30% | 0.39% | 0.48% | Q4 2019 | Q1 2020 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Emerald Advisors, LLC | 2 | 2 | 0.11% | 0.17% | 0.22% | Q1 2022 | Q2 2022 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
Exchange Bank | 2 | 2 | 0.78% | 0.95% | 1.12% | Q2 2023 | Q3 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 0.52% | 0.54% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Financial Network Wealth Management LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Summit Financial, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ECLECTIC ASSOCIATES INC /ADV | 2 | 2 | 0.23% | 1.06% | 1.90% | Q3 2022 | Q4 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Peak Financial Management, Inc. | 1 | 1 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q2 2022 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.57% | 0.83% | 1.08% | Q4 2019 | Q1 2020 | 2 |
Wealthsimple US, Ltd. | 1 | 1 | 0.27% | 0.30% | 0.33% | Q4 2019 | Q2 2020 | 2 |
Evolution Advisers, Inc. | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Field & Main Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2023 | Q2 2023 | 2 |
City State Bank | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.09% | 0.35% | 0.61% | Q2 2022 | Q3 2022 | 2 |
Capital One Investing, Inc. | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.04% | 0.08% | Q4 2022 | Q1 2023 | 2 |
MOSELEY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.24% | 0.27% | 0.30% | Q1 2019 | Q2 2019 | 2 |
Beacon Bridge Wealth Partners, LLC | 2 | 2 | 0.88% | 1.11% | 1.35% | Q2 2023 | Q3 2023 | 2 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.41% | 1.08% | 1.75% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.06% | 0.08% | 0.09% | Q1 2018 | Q4 2018 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Portfolio Solutions, LLC | 2 | 2 | 1.23% | 1.49% | 1.75% | Q2 2022 | Q3 2022 | 2 |
CHOREO, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q1 2019 | 2 |
Csenge Advisory Group | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Boyd Wealth Management, LLC | 1 | 1 | 0.70% | 2.19% | 3.68% | Q4 2021 | Q2 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
INNEALTA CAPITAL, LLC | 1 | 1 | 4.88% | 4.88% | 4.88% | Q4 2019 | Q4 2019 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2022 | Q2 2022 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Twin Lakes Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 6.01% | 6.01% | 6.01% | Q3 2023 | Q3 2023 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q4 2019 | Q4 2019 | 1 |
Stone Asset Management Inc. | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2021 | Q4 2021 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Systelligence, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2019 | Q4 2019 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q4 2019 | Q4 2019 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Retirement Group, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
R. W. Roge & Company, Inc. | 1 | 1 | 2.27% | 2.27% | 2.27% | Q4 2019 | Q4 2019 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Echo45 Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2021 | Q4 2021 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
CUTLER INVESTMENT COUNSEL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2018 | Q3 2018 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Twelve Points Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
VISTA CAPITAL PARTNERS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SFMG, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Wade Financial Advisory, Inc | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Capital Square, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Index Fund Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2022 | Q4 2022 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 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.