Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 21 |
Stonehearth Capital Management, LLC | 20 | 20 | 0.43% | 0.59% | 0.79% | Q1 2019 | Q4 2023 | 20 |
BlackRock Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 19 | 19 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
ROYAL BANK OF CANADA | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
GOLDMAN SACHS GROUP INC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Morningstar Investment Services LLC | 18 | 18 | 0.01% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.05% | 0.12% | 0.16% | Q1 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.01% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Financial Architects, Inc | 14 | 4 | 0.02% | 0.17% | 0.25% | Q4 2018 | Q2 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Bartlett & Co. LLC | 16 | 1 | 0.01% | 0.05% | 0.07% | Q3 2019 | Q4 2023 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
ASSETMARK, INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2023 | 17 |
ALESCO ADVISORS LLC | 16 | 16 | 0.02% | 0.56% | 1.08% | Q4 2019 | Q3 2023 | 16 |
UBS Group AG | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Stewardship Advisors, LLC | 16 | 16 | 0.90% | 3.15% | 6.17% | Q4 2019 | Q3 2023 | 16 |
Pensionmark Financial Group, LLC | 10 | 6 | 0.05% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Parkside Advisors LLC | 16 | 16 | 0.18% | 0.60% | 0.85% | Q1 2020 | Q4 2023 | 16 |
WESBANCO BANK INC | 11 | 5 | 0.01% | 0.21% | 0.48% | Q3 2019 | Q3 2023 | 16 |
Baird Financial Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Savant Capital, LLC | 16 | 16 | 0.03% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 16 | 16 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 13 | 3 | 0.01% | 0.09% | 0.39% | Q2 2019 | Q3 2023 | 16 |
Cranbrook Wealth Management, LLC | 16 | 16 | 0.05% | 0.16% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Mascoma Wealth Management LLC | 12 | 3 | 0.12% | 0.62% | 1.46% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Elwood & Goetz Wealth Advisory Group, LLC | 15 | 15 | 0.15% | 0.61% | 1.99% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
RETIREMENT CAPITAL STRATEGIES | 14 | 1 | 0.26% | 1.07% | 1.91% | Q1 2019 | Q4 2022 | 15 |
RFG Advisory, LLC | 15 | 15 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.47% | 0.87% | 1.58% | Q1 2020 | Q4 2023 | 15 |
JNBA Financial Advisors | 15 | 15 | 0.01% | 0.14% | 0.25% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Brio Consultants, LLC | 14 | 14 | 0.09% | 0.20% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Trilogy Capital Inc. | 14 | 14 | 0.03% | 0.15% | 0.23% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ARBOR TRUST WEALTH ADVISORS, LLC | 14 | 14 | 0.13% | 0.16% | 0.26% | Q1 2020 | Q2 2023 | 14 |
Baldrige Asset Management LLC | 14 | 14 | 0.35% | 0.58% | 0.84% | Q4 2019 | Q1 2023 | 14 |
Brinker Capital Investments, LLC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q4 2022 | 14 |
ETF Portfolio Partners, Inc. | 14 | 14 | 0.16% | 0.22% | 0.28% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Brookstone Capital Management | 14 | 14 | 0.04% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 14 |
TimeScale Financial, Inc. | 14 | 14 | 0.02% | 0.09% | 0.19% | Q1 2020 | Q2 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Private Ocean, LLC | 13 | 13 | 2.66% | 3.40% | 3.93% | Q3 2020 | Q3 2023 | 13 |
CITIZENS FINANCIAL GROUP INC/RI | 12 | 1 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 13 |
SPINNAKER TRUST | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Diversified Trust Co | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 13 |
Beacon Pointe Advisors, LLC | 13 | 13 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
BLB&B Advisors, LLC | 13 | 13 | 0.02% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Manning & Napier Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
REDW Wealth LLC | 13 | 13 | 0.10% | 0.14% | 0.20% | Q1 2020 | Q1 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.02% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PITTENGER & ANDERSON INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Sequoia Financial Advisors, LLC | 8 | 5 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 13 | 0.20% | 0.35% | 0.54% | Q3 2020 | Q3 2023 | 13 |
Affinity Capital Advisors, LLC | 13 | 13 | 0.20% | 0.59% | 1.62% | Q3 2020 | Q3 2023 | 13 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.31% | 0.86% | Q1 2020 | Q1 2023 | 13 |
Crewe Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
Accredited Investors Inc. | 13 | 13 | 0.12% | 0.46% | 0.62% | Q3 2020 | Q3 2023 | 13 |
M&T BANK CORP | 13 | 13 | 0.00% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.14% | 0.36% | 0.62% | Q4 2020 | Q3 2023 | 12 |
BOURGEON CAPITAL MANAGEMENT LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
TRUEFG, LLC | 12 | 12 | 0.14% | 0.19% | 0.23% | Q4 2020 | Q3 2023 | 12 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 12 | 12 | 0.03% | 0.12% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Bangor Savings Bank | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
WEALTHSOURCE PARTNERS, LLC | 7 | 5 | 0.03% | 0.12% | 0.29% | Q4 2019 | Q3 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 2.49% | 6.32% | 8.56% | Q4 2020 | Q3 2023 | 12 |
KEYBANK NATIONAL ASSOCIATION/OH | 12 | 12 | 0.00% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
GenTrust, LLC | 12 | 12 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Partners, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.21% | 0.74% | 1.55% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.04% | 0.22% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Betterment LLC | 12 | 12 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
D.A. DAVIDSON & CO. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.02% | 0.07% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Veritable, L.P. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.10% | 0.21% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Creative Planning | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Better Money Decisions, LLC | 11 | 11 | 0.37% | 0.85% | 1.35% | Q1 2021 | Q3 2023 | 11 |
Acropolis Investment Management, LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Foster Group, Inc. | 11 | 11 | 0.09% | 0.14% | 0.23% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 9 | 2 | 0.00% | 0.04% | 0.14% | Q2 2020 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 8 | 3 | 0.01% | 0.23% | 0.48% | Q3 2019 | Q3 2023 | 11 |
FIRST HAWAIIAN BANK | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Vista Private Wealth Partners. LLC | 10 | 1 | 0.10% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 11 |
One Day In July LLC | 11 | 11 | 0.15% | 0.21% | 0.28% | Q1 2021 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Oakworth Capital, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Summit Wealth Group, LLC | 8 | 2 | 0.09% | 0.83% | 2.04% | Q1 2021 | Q3 2023 | 10 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 10 | 0.12% | 0.15% | 0.22% | Q2 2021 | Q3 2023 | 10 |
GeoWealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 4 | 2 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.24% | 0.37% | 0.56% | Q2 2021 | Q3 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Sound View Wealth Advisors Group, LLC | 10 | 10 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Alaska Wealth Advisors | 10 | 10 | 0.48% | 0.65% | 0.82% | Q2 2021 | Q3 2023 | 10 |
Levy Wealth Management Group, LLC | 10 | 10 | 0.17% | 0.28% | 0.40% | Q2 2021 | Q3 2023 | 10 |
CITIGROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Baker Avenue Asset Management, LP | 10 | 10 | 0.05% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
REGIONS FINANCIAL CORP | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Omega Financial Group, LLC | 10 | 10 | 0.12% | 1.22% | 2.31% | Q2 2021 | Q3 2023 | 10 |
TRUE Private Wealth Advisors | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2022 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Sugarloaf Wealth Management, LLC | 8 | 1 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 9 |
SENTINEL PENSION ADVISORS INC | 9 | 9 | 0.20% | 0.31% | 0.48% | Q3 2021 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2022 | 9 |
US BANCORP \DE\ | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Bigelow Investment Advisors, LLC | 9 | 9 | 0.12% | 0.14% | 0.15% | Q2 2020 | Q2 2022 | 9 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CPWM, LLC | 9 | 9 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2022 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
One Wealth Advisors, LLC | 9 | 9 | 0.20% | 0.88% | 2.01% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Orion Portfolio Solutions, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
LINCOLN NATIONAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
BARINGS LLC | 9 | 9 | 0.07% | 0.26% | 0.44% | Q3 2021 | Q3 2023 | 9 |
CAMBRIDGE TRUST CO | 9 | 9 | 0.03% | 0.09% | 0.21% | Q3 2021 | Q3 2023 | 9 |
SNS Financial Group, LLC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Symmetry Partners, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2023 | 9 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2022 | 9 |
IMS Capital Management | 9 | 9 | 0.13% | 0.14% | 0.16% | Q3 2021 | Q3 2023 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
MMA ASSET MANAGEMENT LLC | 9 | 9 | 0.38% | 0.44% | 0.49% | Q1 2021 | Q1 2023 | 9 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.01% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
One Capital Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FMR LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
First Affirmative Financial Network | 8 | 8 | 0.28% | 0.50% | 0.68% | Q3 2021 | Q2 2023 | 8 |
COMMERCE BANK | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.14% | 0.44% | Q3 2020 | Q2 2023 | 8 |
Corrigan Financial, Inc. | 8 | 8 | 0.06% | 0.11% | 0.16% | Q3 2021 | Q2 2023 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 8 | 8 | 0.02% | 0.12% | 0.23% | Q2 2019 | Q1 2021 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.84% | 0.93% | 1.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
EP Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.28% | 0.37% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Bristlecone Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
First Command Financial Services, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2022 | 8 |
Richard Bernstein Advisors LLC | 7 | 1 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.30% | 0.44% | 0.61% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.54% | 0.61% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.04% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.91% | 1.22% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Atlantic Private Wealth, LLC | 8 | 8 | 2.09% | 3.37% | 3.83% | Q4 2021 | Q3 2023 | 8 |
Institute for Wealth Management, LLC. | 8 | 8 | 0.09% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 8 |
First Command Bank | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2022 | 8 |
BerganKDV Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 8 |
Brewster Financial Planning LLC | 8 | 8 | 0.25% | 0.46% | 1.07% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Fund Evaluation Group, LLC | 8 | 8 | 0.09% | 0.14% | 0.18% | Q2 2020 | Q1 2022 | 8 |
Cable Hill Partners, LLC | 6 | 2 | 0.22% | 0.38% | 0.55% | Q3 2021 | Q3 2023 | 8 |
Fort Point Capital Partners LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PROFFITT & GOODSON INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
KilterHowling LLC | 8 | 8 | 0.62% | 1.47% | 5.90% | Q4 2021 | Q3 2023 | 8 |
Van Hulzen Asset Management, LLC | 4 | 3 | 0.02% | 0.12% | 0.26% | Q1 2020 | Q3 2022 | 7 |
R. W. Roge & Company, Inc. | 7 | 7 | 0.16% | 0.21% | 0.29% | Q2 2021 | Q4 2022 | 7 |
OneDigital Investment Advisors LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 7 |
SIGNATUREFD, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Regal Wealth Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.19% | 0.23% | 0.25% | Q1 2021 | Q4 2022 | 7 |
Miracle Mile Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Strategic Wealth Partners Group, LLC | 4 | 3 | 0.03% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.08% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Covington Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.03% | 0.08% | Q3 2021 | Q1 2023 | 7 |
DAVENPORT & Co LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.12% | 0.15% | 0.19% | Q2 2022 | Q4 2023 | 7 |
VERUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.03% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Sandbox Financial Partners, LLC | 7 | 7 | 0.12% | 0.22% | 0.30% | Q1 2022 | Q3 2023 | 7 |
PFG Advisors | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2021 | 7 |
Your Advocates Ltd., LLP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 7 | 7 | 0.03% | 0.12% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.00% | 0.18% | 0.24% | Q3 2020 | Q4 2021 | 6 |
Onyx Bridge Wealth Group LLC | 6 | 6 | 0.10% | 0.18% | 0.24% | Q2 2022 | Q3 2023 | 6 |
PICTET ASSET MANAGEMENT SA | 5 | 1 | 0.01% | 0.05% | 0.07% | Q3 2021 | Q2 2023 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
McIlrath & Eck, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Destination Wealth Management | 6 | 6 | 0.40% | 0.47% | 0.49% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Opes Wealth Management LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Evergreen Wealth Solutions, LLC | 6 | 6 | 0.38% | 0.50% | 0.60% | Q4 2021 | Q1 2023 | 6 |
BLUESTEM FINANCIAL ADVISORS, LLC | 6 | 6 | 0.26% | 0.63% | 0.96% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Sigma Planning Corp | 4 | 2 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q4 2021 | 6 |
Estate Counselors, LLC | 5 | 1 | 0.00% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.01% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SigFig Wealth Management, LLC | 6 | 6 | 0.08% | 0.39% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.18% | 0.21% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.20% | 0.23% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Kestra Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
HBC Financial Services, PLLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 6 | 0.01% | 0.02% | 0.07% | Q2 2022 | Q3 2023 | 6 |
COLONY GROUP LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Richard P Slaughter Associates Inc | 6 | 6 | 0.08% | 0.13% | 0.21% | Q3 2022 | Q4 2023 | 6 |
Stephens Consulting, LLC | 6 | 6 | 0.07% | 0.16% | 0.28% | Q2 2022 | Q3 2023 | 6 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.01% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Wells Financial Advisors INC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Management Investment Advisory, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Brightworth | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2022 | 5 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 1 | 0.08% | 0.17% | 0.22% | Q1 2020 | Q1 2022 | 5 |
BRAVE ASSET MANAGEMENT INC | 5 | 5 | 0.09% | 0.24% | 0.32% | Q1 2021 | Q1 2022 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 5 |
Clearview Wealth Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 5 |
Cooper Financial Group | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2021 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 5 |
Gradient Investments LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Cougar Global Investments Ltd | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Diversified Portfolios, Inc. | 5 | 5 | 0.11% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Equitable Holdings, Inc. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 5 |
D. SCOTT NEAL, INC. | 5 | 5 | 0.12% | 0.15% | 0.20% | Q1 2022 | Q1 2023 | 5 |
My Legacy Advisors, LLC | 3 | 2 | 0.08% | 0.13% | 0.17% | Q1 2022 | Q2 2023 | 5 |
Neumann Capital Management, LLC | 5 | 5 | 0.18% | 0.26% | 0.32% | Q3 2022 | Q3 2023 | 5 |
PALLADIEM, LLC | 5 | 5 | 0.95% | 1.14% | 1.79% | Q4 2020 | Q4 2021 | 5 |
Rehmann Capital Advisory Group | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q3 2023 | 5 |
CFS Investment Advisory Services, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 5 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.07% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PRUDENTIAL FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
Western Wealth Management, LLC | 3 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 5 |
Horan Securities, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q2 2023 | 5 |
PRUDENTIAL PLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q2 2023 | 5 |
Capital Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
55I, LLC | 3 | 2 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q1 2022 | 5 |
Aprio Wealth Management, LLC | 5 | 5 | 0.10% | 0.22% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Fingerlakes Wealth Management, Inc. | 5 | 5 | 0.29% | 0.33% | 0.35% | Q4 2021 | Q4 2022 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.19% | 0.26% | 0.31% | Q4 2019 | Q3 2020 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Buttonwood Financial Group, LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q1 2023 | Q4 2023 | 4 |
Smith & Howard Wealth Management, LLC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
FRANKLIN RESOURCES INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Center for Financial Planning, Inc. | 4 | 4 | 0.06% | 0.13% | 0.24% | Q4 2022 | Q3 2023 | 4 |
WCG Wealth Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Ally Invest Advisors Inc. | 4 | 4 | 0.04% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Benchmark Wealth Management, LLC | 4 | 4 | 0.26% | 0.32% | 0.44% | Q4 2022 | Q3 2023 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sand Hill Global Advisors, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 4 |
TCWP LLC | 3 | 1 | 0.01% | 0.14% | 0.40% | Q1 2022 | Q3 2023 | 4 |
Falcon Wealth Planning | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.03% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 4 |
GOULD ASSET MANAGEMENT LLC /CA/ | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Firestone Capital Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Atria Wealth Solutions, Inc. | 3 | 1 | 0.00% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Watson Rebecca | 4 | 4 | 0.32% | 0.56% | 0.67% | Q4 2019 | Q3 2020 | 4 |
Horst & Graben Wealth Management LLC | 3 | 1 | 0.18% | 0.48% | 0.66% | Q3 2020 | Q3 2023 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.18% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Ameraudi Asset Management, Inc. | 4 | 4 | 0.21% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Orgel Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT INCOME SOLUTIONS, INC | 4 | 4 | 0.17% | 0.34% | 0.42% | Q4 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Divergent Wealth Advisors | 4 | 4 | 0.22% | 0.90% | 1.97% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Provident Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealth Alliance | 3 | 1 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 4 |
Pure Financial Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q2 2021 | 4 |
Aspire Private Capital, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Financial Insights, Inc. | 2 | 1 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Topel & Distasi Wealth Management, LLC | 2 | 1 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q2 2023 | 3 |
Ascent Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Braun-Bostich & Associates Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Hoxton Planning & Management, LLC | 3 | 3 | 0.16% | 0.26% | 0.44% | Q1 2023 | Q3 2023 | 3 |
JB Capital LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bridgeworth, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Sharkey, Howes & Javer | 3 | 3 | 0.39% | 0.44% | 0.48% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Keystone Financial Services | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Blueprint Investment Partners LLC | 1 | 1 | 0.39% | 0.48% | 0.61% | Q2 2020 | Q1 2023 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q2 2022 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CGN Advisors LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST FOUNDATION ADVISORS | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Eley Financial Management, Inc | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
OLD DOMINION CAPITAL MANAGEMENT INC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TIEDEMANN ADVISORS, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Silicon Hills Wealth Management, LLC | 3 | 3 | 0.27% | 0.32% | 0.39% | Q2 2021 | Q4 2021 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.25% | 0.25% | 0.26% | Q4 2022 | Q2 2023 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Abundance Wealth Counselors | 3 | 3 | 0.06% | 0.10% | 0.17% | Q1 2021 | Q3 2021 | 3 |
MORRIS FINANCIAL CONCEPTS, INC. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Zhang Financial LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.00% | 0.20% | 0.31% | Q1 2023 | Q3 2023 | 3 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 2 |
tru Independence LLC | 1 | 1 | 0.08% | 0.54% | 1.00% | Q2 2020 | Q4 2020 | 2 |
Strategic Blueprint, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Hemington Wealth Management | 2 | 2 | 0.60% | 0.69% | 0.78% | Q2 2022 | Q3 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.56% | 0.57% | 0.57% | Q2 2022 | Q4 2022 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.19% | 0.22% | 0.24% | Q2 2021 | Q3 2021 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.38% | 0.40% | 0.43% | Q3 2021 | Q4 2021 | 2 |
Simmons Bank | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2022 | Q2 2022 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q4 2023 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2020 | Q4 2020 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 2 |
Facet Wealth, Inc. | 2 | 2 | 0.31% | 0.34% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Human Investing LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SAGE FINANCIAL GROUP INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Prostatis Group LLC | 2 | 2 | 1.39% | 1.67% | 1.96% | Q3 2021 | Q4 2021 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.05% | 0.28% | 0.51% | Q4 2022 | Q3 2023 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Friedenthal Financial | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Cardinal Point Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PRESILIUM PRIVATE WEALTH, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2022 | Q3 2022 | 1 |
Astor Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
UNIONVIEW, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Orin Green Financial, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Dentgroup LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q1 2023 | Q1 2023 | 1 |
Adero Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Williams Financial, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Aries Wealth Management | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Moreno Evelyn V | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
High Falls Advisors, Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Bluesphere Advisors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2020 | Q4 2020 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
West Wealth Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
BTS Asset Management, Inc. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2022 | Q3 2022 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BSW Wealth Partners | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2022 | Q2 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hills Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arkos Global Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HILL ISLAND FINANCIAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
FundX Investment Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sonoma Private Wealth LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | 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.