Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Asset Dedication, LLC | 22 | 22 | 0.00% | 0.08% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Accredited Investors Inc. | 22 | 22 | 0.09% | 0.64% | 1.15% | Q2 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 22 | 22 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BANK OF AMERICA CORP /DE/ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.01% | 0.18% | 0.26% | Q3 2018 | Q3 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Gradient Investments LLC | 20 | 20 | 0.01% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
BAILARD, INC. | 20 | 20 | 0.07% | 0.16% | 0.24% | Q4 2018 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Tarbox Family Office, Inc. | 20 | 20 | 0.01% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Litman Gregory Wealth Management LLC | 17 | 2 | 0.01% | 0.33% | 0.69% | Q4 2018 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Baystate Wealth Management LLC | 19 | 19 | 0.05% | 0.09% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Creative Planning | 19 | 19 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
FIDUCIARY TRUST CO | 19 | 19 | 0.04% | 0.43% | 0.64% | Q1 2019 | Q3 2023 | 19 |
WHITTIER TRUST CO | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
UBS Group AG | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
EP Wealth Advisors, LLC | 18 | 18 | 0.01% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Personal Capital Advisors Corp | 14 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Main Management LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q1 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
SAGE FINANCIAL GROUP INC | 13 | 5 | 0.04% | 0.08% | 0.14% | Q1 2019 | Q3 2023 | 18 |
Cranbrook Wealth Management, LLC | 18 | 18 | 0.01% | 0.14% | 0.23% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Parkside Advisors LLC | 17 | 17 | 0.14% | 0.84% | 1.16% | Q4 2019 | Q4 2023 | 17 |
Mokosak Advisory Group, LLC | 17 | 17 | 0.14% | 0.16% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Blue Edge Capital, LLC | 17 | 17 | 0.13% | 0.46% | 0.67% | Q3 2019 | Q3 2023 | 17 |
ASSETMARK, INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Stewardship Advisors, LLC | 16 | 16 | 0.50% | 0.82% | 1.16% | Q4 2019 | Q3 2023 | 16 |
Financial Architects, Inc | 12 | 4 | 0.01% | 0.07% | 0.11% | Q2 2019 | Q2 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 16 | 16 | 0.00% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 | 16 | 0.02% | 0.23% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 0.02% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Willow Creek Wealth Management Inc. | 16 | 16 | 0.12% | 0.20% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 0.17% | 0.55% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Portland Global Advisors LLC | 14 | 2 | 0.07% | 0.12% | 0.20% | Q3 2019 | Q3 2023 | 16 |
VAUGHAN & Co SECURITIES, INC. | 16 | 16 | 0.19% | 0.33% | 0.42% | Q4 2019 | Q3 2023 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 16 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Morningstar Investment Services LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
JNBA Financial Advisors | 16 | 16 | 0.01% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Savant Capital, LLC | 15 | 15 | 0.03% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Boston Standard Wealth Management, LLC | 15 | 15 | 0.10% | 0.14% | 0.17% | Q2 2020 | Q4 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 15 | 15 | 0.01% | 0.35% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Stokes Family Office, LLC | 14 | 1 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 15 |
Hardy Reed LLC | 15 | 15 | 0.12% | 0.14% | 0.16% | Q1 2020 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Vision Capital Management, Inc. | 15 | 15 | 0.10% | 0.22% | 0.37% | Q1 2020 | Q3 2023 | 15 |
Sugarloaf Wealth Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
HM PAYSON & CO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Crestwood Advisors Group, LLC | 14 | 14 | 0.03% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 14 | 14 | 0.41% | 1.79% | 2.21% | Q2 2020 | Q3 2023 | 14 |
Sand Hill Global Advisors, LLC | 14 | 14 | 0.12% | 0.33% | 0.53% | Q2 2020 | Q3 2023 | 14 |
IAG Wealth Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WEALTHSOURCE PARTNERS, LLC | 14 | 14 | 0.03% | 0.10% | 0.19% | Q2 2020 | Q3 2023 | 14 |
CITIZENS FINANCIAL GROUP INC/RI | 14 | 14 | 0.00% | 0.50% | 0.96% | Q2 2020 | Q3 2023 | 14 |
Relyea Zuckerberg Hanson LLC | 14 | 14 | 0.13% | 0.26% | 0.40% | Q2 2020 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Ally Invest Advisors Inc. | 14 | 14 | 0.10% | 0.28% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Trilogy Capital Inc. | 14 | 14 | 0.02% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
TimeScale Financial, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
Dorsey & Whitney Trust CO LLC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Bragg Financial Advisors, Inc | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 14 |
WRAPMANAGER INC | 14 | 14 | 1.58% | 1.76% | 2.02% | Q2 2020 | Q3 2023 | 14 |
BLUESTEM FINANCIAL ADVISORS, LLC | 14 | 14 | 0.28% | 1.30% | 1.83% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
RPg Family Wealth Advisory, LLC | 10 | 4 | 0.85% | 1.05% | 1.40% | Q1 2020 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
ALESCO ADVISORS LLC | 13 | 13 | 0.01% | 0.15% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Mascoma Wealth Management LLC | 12 | 1 | 0.05% | 0.55% | 0.82% | Q2 2019 | Q3 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 13 | 13 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Wealthcare Advisory Partners LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Perigon Wealth Management, LLC | 12 | 1 | 0.02% | 0.06% | 0.11% | Q3 2011 | Q3 2023 | 13 |
Baldrige Asset Management LLC | 13 | 13 | 0.13% | 0.17% | 0.20% | Q1 2020 | Q1 2023 | 13 |
ERTS Wealth Advisors, LLC | 13 | 13 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PrairieView Partners, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
LPL Financial LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Haverford Trust Co | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
RWA WEALTH PARTNERS, LLC | 13 | 13 | 0.02% | 0.13% | 0.19% | Q3 2019 | Q3 2022 | 13 |
Autus Asset Management, LLC | 13 | 13 | 0.03% | 0.10% | 0.16% | Q4 2019 | Q4 2022 | 13 |
CGN Advisors LLC | 13 | 13 | 0.09% | 0.16% | 0.25% | Q4 2020 | Q4 2023 | 13 |
Sowell Financial Services LLC | 10 | 1 | 0.02% | 0.04% | 0.09% | Q3 2019 | Q2 2023 | 12 |
Stordahl Capital Management, Inc. | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.03% | 0.28% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Montecito Bank & Trust | 12 | 12 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q4 2023 | 12 |
SPINNAKER TRUST | 12 | 12 | 0.02% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
GRIMES & COMPANY, INC. | 8 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.19% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ETF Portfolio Partners, Inc. | 12 | 12 | 0.12% | 0.18% | 0.23% | Q2 2020 | Q1 2023 | 12 |
M&T BANK CORP | 12 | 12 | 0.01% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.22% | 0.29% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Brookstone Capital Management | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Austin Private Wealth, LLC | 11 | 1 | 0.05% | 0.12% | 0.17% | Q3 2020 | Q3 2023 | 12 |
BLB&B Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Horst & Graben Wealth Management LLC | 11 | 1 | 0.13% | 0.33% | 0.44% | Q3 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.34% | 0.38% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Bangor Savings Bank | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 12 | 12 | 1.66% | 3.46% | 5.34% | Q2 2020 | Q1 2023 | 12 |
Apella Capital, LLC | 9 | 3 | 0.08% | 0.14% | 0.20% | Q4 2020 | Q4 2023 | 12 |
BSW Wealth Partners | 12 | 12 | 0.08% | 0.24% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
RFG Advisory, LLC | 12 | 12 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.01% | 0.09% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Adero Partners, LLC | 12 | 12 | 0.02% | 0.68% | 1.57% | Q3 2020 | Q2 2023 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.17% | 0.24% | 0.34% | Q4 2020 | Q3 2023 | 12 |
One Day In July LLC | 12 | 12 | 0.07% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Walkner Condon Financial Advisors LLC | 8 | 4 | 0.14% | 0.20% | 0.39% | Q3 2020 | Q3 2023 | 12 |
FMR LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SNS Financial Group, LLC | 12 | 12 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.12% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 12 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MATHER GROUP, LLC. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
4Thought Financial Group Inc. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Diversified Trust Co | 11 | 11 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q4 2023 | 11 |
WADE G W & INC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Financial Advisors, LLC | 11 | 11 | 0.17% | 0.48% | 0.71% | Q1 2021 | Q3 2023 | 11 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 11 | 11 | 0.02% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
CWS Financial Advisors, LLC | 8 | 3 | 0.09% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 11 |
COMMERCE BANK | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Sharkey, Howes & Javer | 11 | 11 | 0.10% | 0.39% | 1.06% | Q1 2021 | Q3 2023 | 11 |
TRUEFG, LLC | 11 | 11 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q3 2023 | 11 |
SAX WEALTH ADVISORS, LLC | 11 | 11 | 0.07% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
One Wealth Advisors, LLC | 11 | 11 | 0.29% | 0.56% | 0.83% | Q1 2021 | Q3 2023 | 11 |
Pathway Financial Advisors LLC | 8 | 3 | 0.10% | 0.17% | 0.22% | Q3 2020 | Q3 2023 | 11 |
Acropolis Investment Management, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.12% | 0.56% | 1.10% | Q4 2020 | Q3 2023 | 11 |
REGIONS FINANCIAL CORP | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Tortoise Investment Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.08% | 0.19% | 0.38% | Q4 2020 | Q3 2023 | 11 |
Bank of New York Mellon Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Summit Wealth Group, LLC | 11 | 11 | 0.18% | 0.90% | 1.25% | Q1 2021 | Q3 2023 | 11 |
Community Bank, N.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
55I, LLC | 10 | 10 | 0.02% | 0.14% | 0.21% | Q2 2020 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 10 |
PLANNING ALTERNATIVES LTD /ADV | 10 | 10 | 0.05% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 10 | 0.04% | 0.11% | 0.21% | Q2 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 8 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2022 | 10 |
Laurel Wealth Planning LLC | 10 | 10 | 0.01% | 0.59% | 1.10% | Q2 2021 | Q3 2023 | 10 |
1ST SOURCE BANK | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Acorns Advisers, LLC | 10 | 10 | 0.05% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Janney Montgomery Scott LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SigFig Wealth Management, LLC | 10 | 10 | 0.02% | 0.14% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Wealth Alliance | 10 | 10 | 0.03% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
One Capital Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 10 |
Concord Wealth Partners | 10 | 10 | 0.05% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 9 |
Snowden Capital Advisors LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 9 |
Fountainhead AM, LLC | 9 | 9 | 0.09% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 9 |
US BANCORP \DE\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
LeJeune Puetz Investment Counsel LLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q1 2023 | 9 |
Maryland Capital Management | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
HILLTOP WEALTH ADVISORS, LLC | 9 | 9 | 0.28% | 0.60% | 0.84% | Q1 2021 | Q1 2023 | 9 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Financial Engines Advisors L.L.C. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Strategic Blueprint, LLC | 9 | 9 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q2 2023 | 9 |
Riverwater Partners LLC | 9 | 9 | 0.31% | 0.54% | 1.09% | Q4 2021 | Q4 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Roof Eidam Maycock Peralta, LLC | 5 | 4 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 9 |
Omega Financial Group, LLC | 9 | 9 | 0.10% | 0.50% | 0.89% | Q3 2021 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Elwood & Goetz Wealth Advisory Group, LLC | 9 | 9 | 0.05% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Private Capital Group, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2022 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
APPLETON PARTNERS INC/MA | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 9 |
Aufman Associates Inc | 8 | 8 | 0.28% | 0.38% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MISSION WEALTH MANAGEMENT, LP | 8 | 8 | 0.02% | 0.12% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 3.07% | 4.57% | 5.95% | Q4 2021 | Q3 2023 | 8 |
Highland Private Wealth Management | 8 | 8 | 0.13% | 0.22% | 0.38% | Q4 2020 | Q3 2022 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.26% | 0.28% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.06% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.21% | 0.30% | 0.40% | Q4 2021 | Q3 2023 | 8 |
PRIVATE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.07% | 0.13% | 0.19% | Q1 2021 | Q4 2022 | 8 |
PNC FINANCIAL SERVICES GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ENTERPRISE FINANCIAL SERVICES CORP | 8 | 8 | 0.06% | 0.08% | 0.13% | Q3 2020 | Q2 2022 | 8 |
Crestone Asset Management LLC | 8 | 8 | 0.12% | 0.21% | 0.30% | Q4 2021 | Q3 2023 | 8 |
PICTET BANK & TRUST Ltd | 8 | 8 | 0.77% | 0.98% | 1.22% | Q2 2019 | Q1 2021 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.19% | 0.23% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Garde Capital, Inc. | 8 | 8 | 0.06% | 0.28% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.19% | 0.22% | 0.24% | Q3 2021 | Q3 2023 | 8 |
Aaron Wealth Advisors LLC | 7 | 1 | 0.03% | 0.11% | 0.16% | Q4 2020 | Q2 2023 | 8 |
BerganKDV Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 8 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.01% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.17% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.20% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Beacon Pointe Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.74% | 1.09% | 1.38% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.40% | 0.60% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Bartlett & Co. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.43% | 0.59% | 0.71% | Q4 2021 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.14% | 0.20% | 0.46% | Q4 2021 | Q3 2023 | 8 |
DeDora Capital, Inc. | 5 | 3 | 0.09% | 0.22% | 0.33% | Q1 2021 | Q1 2023 | 8 |
Hurlow Wealth Management Group, Inc. | 7 | 1 | 0.14% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 8 |
American Portfolios Advisors | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Wealth Architects, LLC | 8 | 8 | 0.18% | 0.60% | 0.87% | Q4 2021 | Q3 2023 | 8 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
CPWM, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.32% | 0.73% | 1.15% | Q4 2021 | Q3 2023 | 8 |
Northland Capital Management LLC | 8 | 8 | 0.40% | 1.00% | 1.62% | Q4 2021 | Q3 2023 | 8 |
Betterment LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
DOHJ, LLC | 7 | 7 | 0.13% | 0.23% | 0.30% | Q2 2021 | Q4 2022 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
IMPACTfolio, LLC | 6 | 1 | 1.58% | 2.01% | 2.79% | Q4 2021 | Q3 2023 | 7 |
Fortis Capital Management LLC | 7 | 7 | 0.11% | 0.19% | 0.28% | Q1 2022 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 3 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Venturi Wealth Management, LLC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Keystone Financial Services | 7 | 7 | 0.13% | 0.21% | 0.31% | Q4 2021 | Q2 2023 | 7 |
HILL ISLAND FINANCIAL LLC | 7 | 7 | 1.09% | 1.62% | 2.97% | Q1 2022 | Q3 2023 | 7 |
Van Hulzen Asset Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q4 2022 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
LifePlan Financial Group, Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Well Done, LLC | 7 | 7 | 0.14% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Valeo Financial Advisors, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 7 |
BRINKER CAPITAL INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 7 |
Cerity Partners LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Parsec Financial Management, Inc. | 7 | 7 | 0.08% | 0.18% | 0.24% | Q3 2021 | Q1 2023 | 7 |
Johnson Bixby & Associates, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 7 |
Investors Research Corp | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Clarius Group, LLC | 4 | 3 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
McKinley Carter Wealth Services, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
Brooklyn FI, LLC | 7 | 7 | 0.22% | 0.76% | 1.06% | Q4 2021 | Q2 2023 | 7 |
Trellis Advisors, LLC | 5 | 2 | 0.12% | 0.28% | 0.35% | Q3 2021 | Q3 2023 | 7 |
Regal Wealth Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.04% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 7 |
Your Advocates Ltd., LLP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Operose Advisors LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Wade Financial Advisory, Inc | 7 | 7 | 0.11% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
RETIREMENT CAPITAL STRATEGIES | 3 | 1 | 0.11% | 0.24% | 0.48% | Q3 2018 | Q1 2021 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Firestone Capital Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Mount Yale Investment Advisors, LLC | 4 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 6 |
OLD MISSION CAPITAL LLC | 6 | 6 | 0.01% | 0.06% | 0.15% | Q1 2021 | Q2 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Pensionmark Financial Group, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Brewster Financial Planning LLC | 4 | 2 | 0.21% | 0.28% | 0.42% | Q4 2021 | Q3 2023 | 6 |
Ascent Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q1 2023 | 6 |
tru Independence LLC | 3 | 1 | 0.01% | 0.06% | 0.11% | Q2 2020 | Q1 2022 | 6 |
PDS Planning, Inc | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 6 |
Cardinal Strategic Wealth Guidance | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Stratos Wealth Partners, LTD. | 6 | 6 | 0.03% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
TIAA, FSB | 6 | 6 | 0.01% | 0.12% | 0.18% | Q1 2022 | Q2 2023 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Veritable, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
First Pacific Financial | 3 | 1 | 0.03% | 0.15% | 0.31% | Q4 2021 | Q3 2023 | 6 |
LVW Advisors, LLC | 6 | 6 | 0.08% | 0.08% | 0.10% | Q2 2020 | Q3 2021 | 6 |
MA Private Wealth | 5 | 5 | 0.06% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 5 |
Miracle Mile Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2020 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 5 |
Paracle Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q1 2021 | 5 |
Ellevest, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Alaska Wealth Advisors | 5 | 5 | 0.58% | 0.60% | 0.63% | Q3 2022 | Q3 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 5 |
Baker Avenue Asset Management, LP | 2 | 1 | 0.00% | 0.12% | 0.30% | Q2 2020 | Q3 2023 | 5 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
WealthShield Partners, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Bridgeworth, LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
American Trust | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Grant/GrossMendelsohn, LLC | 5 | 5 | 0.17% | 0.27% | 0.30% | Q1 2021 | Q1 2022 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 5 |
Qube Research & Technologies Ltd | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.06% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Spire Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
FLAGSTAR ADVISORS INC | 2 | 1 | 0.04% | 0.08% | 0.09% | Q3 2021 | Q4 2022 | 4 |
Braun-Bostich & Associates Inc. | 4 | 4 | 0.08% | 0.12% | 0.24% | Q4 2019 | Q3 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.09% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Parcion Private Wealth LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.00% | 0.16% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Rothschild & Co Wealth Management UK Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Curtis Advisory Group, LLC | 4 | 4 | 0.14% | 0.29% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Hills Bank & Trust Co | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Cougar Global Investments Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Silicon Hills Wealth Management, LLC | 2 | 1 | 0.01% | 0.14% | 0.22% | Q4 2019 | Q1 2022 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Shepherd Financial Partners LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.77% | 0.84% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
West Wealth Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q4 2022 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
People's United Financial, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
LAKE STREET ADVISORS GROUP, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.64% | 0.69% | 0.77% | Q4 2022 | Q3 2023 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Orgel Wealth Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
GoalVest Advisory LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q4 2023 | 3 |
Claraphi Advisory Network, LLC | 3 | 3 | 0.15% | 0.24% | 0.35% | Q2 2022 | Q4 2022 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q2 2021 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Grace Capital | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
SWS Partners | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Members Trust Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.05% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 3 |
Hefren-Tillotson, Inc. | 3 | 3 | 0.24% | 0.28% | 0.34% | Q3 2021 | Q1 2022 | 3 |
Francis Financial, Inc. | 3 | 3 | 0.84% | 0.87% | 0.88% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.02% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MORRIS FINANCIAL CONCEPTS, INC. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
AFFINIA FINANCIAL GROUP, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q2 2023 | 3 |
West Coast Financial LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 3 |
Ruedi Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Towerpoint Wealth, LLC | 3 | 3 | 0.16% | 0.25% | 0.35% | Q1 2023 | Q3 2023 | 3 |
MOLLER WEALTH PARTNERS | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 3 |
Bradley & Co. Private Wealth Management, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q3 2021 | 3 |
NorthLanding Financial Partners, LLC | 3 | 3 | 0.31% | 0.31% | 0.32% | Q3 2022 | Q1 2023 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Brouwer & Janachowski, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 3 |
Strategic Wealth Partners Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Capital CS Group, LLC | 3 | 3 | 0.39% | 0.52% | 0.75% | Q2 2021 | Q4 2021 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
PFM Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
High Falls Advisors, Inc | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Dunhill Financial, LLC | 2 | 2 | 3.92% | 3.97% | 4.02% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
COOK WEALTH MANAGEMENT GROUP LLC | 2 | 2 | 0.19% | 0.24% | 0.28% | Q2 2023 | Q3 2023 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q4 2020 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q1 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Great Diamond Partners, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2021 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Reynders McVeigh Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Compass Advisory Group LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q3 2022 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.27% | 0.30% | 0.33% | Q4 2021 | Q1 2022 | 2 |
Virtus Family Office LLC | 2 | 2 | 0.83% | 0.85% | 0.88% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PECAUT & CO. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Values Added Financial LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Pinnacle Advisory Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Corrigan Financial, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Aries Wealth Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Horizons Wealth Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2023 | Q4 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Brown Miller Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
NWAM LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
Falcon Wealth Planning | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First Ascent Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
PRESILIUM PRIVATE WEALTH, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Radnor Financial Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RTD Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
FundX Investment Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Chesley Taft & Associates LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Money Design Co.,Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
TIFF ADVISORY SERVICES, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Friedenthal Financial | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Harbor Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Orin Green Financial, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Dentgroup LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2022 | Q2 2022 | 1 |
Opes Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.