Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Citadel Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Laurel Wealth Advisors LLC | 13 | 13 | 0.14% | 1.28% | 2.35% | Q3 2020 | Q3 2023 | 13 |
SVB WEALTH LLC | 7 | 6 | 0.74% | 5.91% | 13.88% | Q2 2020 | Q3 2023 | 13 |
ROYAL BANK OF CANADA | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 13 | 0.07% | 0.13% | 0.21% | Q3 2020 | Q3 2023 | 13 |
WOODMONT INVESTMENT COUNSEL LLC | 13 | 13 | 0.54% | 0.91% | 1.26% | Q3 2020 | Q3 2023 | 13 |
JANE STREET GROUP, LLC | 8 | 5 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 13 |
CERTUITY, LLC | 12 | 12 | 0.12% | 0.25% | 0.45% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Klaas Financial Asset Advisors, LLC | 12 | 12 | 0.10% | 0.24% | 0.32% | Q4 2020 | Q3 2023 | 12 |
CIBC WORLD MARKET INC. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
UBS Group AG | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 11 |
Eudaimonia Partners, LLC | 7 | 4 | 0.10% | 0.19% | 0.69% | Q4 2020 | Q3 2023 | 11 |
BANK OF AMERICA CORP /DE/ | 11 | 11 | 0.00% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Relative Value Partners Group, LLC | 11 | 11 | 0.25% | 1.22% | 2.67% | Q1 2021 | Q3 2023 | 11 |
MORGAN STANLEY | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Dana Investment Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 10 |
LINCOLN CAPITAL CORP | 10 | 10 | 0.28% | 1.16% | 2.54% | Q2 2021 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 9 | 1 | 0.06% | 0.39% | 0.73% | Q3 2011 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Choate Investment Advisors | 9 | 9 | 0.08% | 3.62% | 12.28% | Q3 2021 | Q3 2023 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 3 | 0.01% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Valmark Advisers, Inc. | 9 | 9 | 0.01% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.10% | 0.38% | Q3 2021 | Q3 2023 | 9 |
AMERIPRISE FINANCIAL INC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Compagnie Lombard Odier SCmA | 9 | 9 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.16% | 0.32% | 0.44% | Q3 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Cambridge Investment Research Advisors, Inc. | 5 | 3 | 0.01% | 0.15% | 0.39% | Q1 2021 | Q3 2023 | 8 |
Ironwood Wealth Management, LLC. | 8 | 8 | 0.01% | 9.27% | 18.88% | Q2 2021 | Q1 2023 | 8 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.03% | 0.21% | 0.44% | Q4 2020 | Q2 2023 | 7 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.20% | 0.82% | 3.75% | Q1 2022 | Q3 2023 | 7 |
Worth Asset Management, LLC | 7 | 7 | 2.31% | 16.75% | 28.18% | Q1 2022 | Q3 2023 | 7 |
GOLDMAN SACHS GROUP INC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MML INVESTORS SERVICES, LLC | 6 | 1 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
COWA, LLC | 7 | 7 | 0.03% | 3.21% | 7.89% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.32% | 0.49% | 0.65% | Q1 2022 | Q3 2023 | 7 |
LPL Financial LLC | 7 | 7 | 0.00% | 0.07% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Aveo Capital Partners, LLC | 7 | 7 | 1.19% | 7.94% | 17.18% | Q1 2022 | Q3 2023 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.13% | 0.19% | Q1 2022 | Q3 2023 | 7 |
IFP Advisors, Inc | 7 | 7 | 0.00% | 0.46% | 1.10% | Q1 2022 | Q3 2023 | 7 |
WELLS FARGO & COMPANY/MN | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 5.10% | 15.54% | 29.87% | Q1 2022 | Q3 2023 | 7 |
Tortoise Investment Management, LLC | 7 | 7 | 0.71% | 2.37% | 3.30% | Q1 2022 | Q3 2023 | 7 |
ASSETMARK, INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.02% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
OPPENHEIMER & CO INC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Arkfeld Wealth Strategies, L.L.C. | 7 | 7 | 0.16% | 0.22% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Realta Investment Advisors | 7 | 7 | 0.25% | 0.29% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Spire Wealth Management | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
RETIREMENT CAPITAL STRATEGIES | 6 | 1 | 0.10% | 3.69% | 13.28% | Q4 2021 | Q3 2023 | 7 |
Betterment LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Glassman Wealth Services | 7 | 7 | 0.04% | 0.15% | 0.22% | Q4 2021 | Q2 2023 | 7 |
TELEMUS CAPITAL, LLC | 7 | 7 | 0.86% | 1.56% | 2.13% | Q1 2022 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.03% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Trek Financial, LLC | 5 | 2 | 1.37% | 3.68% | 5.09% | Q4 2021 | Q3 2023 | 7 |
Texas Yale Capital Corp. | 6 | 6 | 0.18% | 0.23% | 0.31% | Q2 2022 | Q3 2023 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 6 | 6 | 0.00% | 0.06% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Empowered Funds, LLC | 6 | 6 | 1.37% | 2.73% | 4.98% | Q2 2022 | Q3 2023 | 6 |
Titan Capital Management, LLC /TX | 6 | 6 | 12.49% | 15.20% | 19.96% | Q2 2022 | Q3 2023 | 6 |
Bell Investment Advisors, Inc | 6 | 6 | 0.19% | 0.58% | 1.16% | Q2 2022 | Q3 2023 | 6 |
GM Advisory Group, LLC | 5 | 1 | 0.14% | 6.50% | 10.50% | Q1 2021 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.01% | 0.85% | 1.80% | Q2 2022 | Q3 2023 | 6 |
Boothe Investment Group, Inc. | 6 | 6 | 0.26% | 0.34% | 0.48% | Q2 2022 | Q3 2023 | 6 |
WEALTHSOURCE PARTNERS, LLC | 6 | 6 | 0.06% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 6 |
HighTower Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Advisory Alpha, LLC | 6 | 6 | 0.05% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
BlackRock Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Cetera Advisor Networks LLC | 6 | 6 | 0.01% | 0.43% | 0.96% | Q2 2022 | Q3 2023 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.02% | 0.19% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Clear Creek Financial Management, LLC | 6 | 6 | 0.07% | 3.74% | 6.08% | Q2 2022 | Q3 2023 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DONALDSON CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.08% | 0.20% | 0.34% | Q2 2022 | Q3 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.43% | 1.12% | Q2 2022 | Q3 2023 | 6 |
Congress Wealth Management LLC / DE / | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.17% | 0.43% | 0.63% | Q2 2022 | Q3 2023 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Creative Planning | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
Brookstone Capital Management | 6 | 6 | 0.21% | 0.25% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Kathleen S. Wright Associates Inc. | 6 | 6 | 0.03% | 2.88% | 6.16% | Q2 2022 | Q3 2023 | 6 |
Capricorn Fund Managers Ltd | 6 | 6 | 2.49% | 6.53% | 13.33% | Q2 2022 | Q3 2023 | 6 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 6 | 6 | 1.67% | 4.20% | 7.04% | Q2 2022 | Q3 2023 | 6 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 6 | 6 | 0.08% | 0.19% | 0.42% | Q2 2022 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.33% | 1.40% | 4.44% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.02% | 0.05% | 0.11% | Q2 2022 | Q3 2023 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.04% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Advisory Services Network, LLC | 6 | 6 | 0.05% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
STERLING INVESTMENT ADVISORS LLC /ADV | 6 | 6 | 1.33% | 3.86% | 6.34% | Q2 2022 | Q3 2023 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.02% | 0.22% | 0.53% | Q2 2022 | Q3 2023 | 6 |
WT Wealth Management | 6 | 6 | 0.27% | 2.12% | 3.91% | Q2 2022 | Q3 2023 | 6 |
Equitable Holdings, Inc. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
AWM CAPITAL, LLC | 6 | 6 | 6.58% | 8.55% | 10.48% | Q2 2022 | Q3 2023 | 6 |
Wellspring Financial Advisors, LLC | 6 | 6 | 3.08% | 5.73% | 8.68% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 1.20% | 2.22% | 6.36% | Q2 2022 | Q3 2023 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 6 | 6 | 0.31% | 1.28% | 1.63% | Q2 2022 | Q3 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.09% | 0.61% | 1.26% | Q2 2022 | Q3 2023 | 6 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.38% | 1.13% | 1.72% | Q3 2022 | Q3 2023 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.10% | 0.18% | Q3 2022 | Q3 2023 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 5 | 0.01% | 10.94% | 24.28% | Q3 2022 | Q3 2023 | 5 |
Lake Hills Wealth Management, LLC | 5 | 5 | 0.42% | 5.87% | 18.17% | Q3 2022 | Q3 2023 | 5 |
Astoria Portfolio Advisors LLC. | 3 | 2 | 0.08% | 0.24% | 0.39% | Q1 2022 | Q3 2023 | 5 |
Blueprint Investment Partners LLC | 5 | 5 | 0.58% | 2.44% | 5.08% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.08% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Greenwich Wealth Management LLC | 5 | 5 | 1.19% | 1.37% | 1.53% | Q3 2022 | Q3 2023 | 5 |
Destination Wealth Management | 5 | 5 | 0.25% | 0.76% | 1.12% | Q3 2022 | Q3 2023 | 5 |
RiverFront Investment Group, LLC | 5 | 5 | 0.01% | 0.06% | 0.19% | Q4 2021 | Q4 2022 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.00% | 0.19% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q2 2023 | 5 |
McElhenny Sheffield Capital Management, LLC | 4 | 1 | 0.44% | 8.67% | 20.52% | Q2 2022 | Q3 2023 | 5 |
Archer Investment Corp | 3 | 2 | 0.00% | 0.58% | 2.85% | Q1 2022 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 3 | 2 | 0.51% | 3.63% | 6.99% | Q3 2022 | Q4 2023 | 5 |
Curi Wealth Management, LLC | 5 | 5 | 1.19% | 1.38% | 1.56% | Q3 2022 | Q3 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.01% | 0.56% | 0.95% | Q3 2022 | Q3 2023 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.01% | 0.04% | 0.14% | Q3 2022 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.04% | 0.13% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Advisors Preferred, LLC | 5 | 5 | 3.05% | 14.18% | 54.79% | Q3 2022 | Q3 2023 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Column Capital Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Vishria Bird Financial Group, LLC | 5 | 5 | 0.66% | 0.76% | 0.84% | Q3 2022 | Q3 2023 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.03% | 0.10% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Integrated Advisors Network LLC | 5 | 5 | 0.02% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
FirstPurpose Wealth LLC | 5 | 5 | 0.09% | 0.48% | 0.97% | Q3 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
New Millennium Group LLC | 5 | 5 | 0.02% | 1.48% | 3.67% | Q3 2022 | Q3 2023 | 5 |
Bond & Devick Financial Network, Inc. | 5 | 5 | 0.13% | 0.20% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Private Advisor Group, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 5 |
Provident Investment Management, Inc. | 5 | 5 | 0.04% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
PECAUT & CO. | 5 | 5 | 4.06% | 7.17% | 11.01% | Q3 2022 | Q3 2023 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.06% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
First National Bank of South Miami | 4 | 1 | 0.05% | 0.11% | 0.17% | Q2 2021 | Q2 2023 | 5 |
Baird Financial Group, Inc. | 3 | 2 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Wall Capital Group, Inc. | 5 | 5 | 0.79% | 7.88% | 29.18% | Q3 2022 | Q3 2023 | 5 |
Rockwood Wealth Management, LLC | 5 | 5 | 0.09% | 0.14% | 0.19% | Q2 2022 | Q2 2023 | 5 |
Weaver Consulting Group | 5 | 5 | 0.17% | 0.25% | 0.40% | Q3 2022 | Q3 2023 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.40% | 13.40% | 19.18% | Q2 2022 | Q3 2023 | 5 |
Merriman Wealth Management, LLC | 5 | 5 | 0.11% | 2.49% | 9.66% | Q3 2022 | Q3 2023 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.07% | 0.24% | 0.52% | Q3 2022 | Q3 2023 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.11% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.50% | 0.57% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 1.21% | 1.43% | 1.94% | Q4 2022 | Q3 2023 | 4 |
Latitude Advisors, LLC | 4 | 4 | 0.36% | 0.37% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 2 | 1 | 0.00% | 0.44% | 0.89% | Q2 2022 | Q3 2023 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 2.20% | 2.61% | 3.26% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 3.32% | 4.06% | 5.08% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 1.17% | 3.35% | 9.50% | Q4 2022 | Q3 2023 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Crescent Grove Advisors, LLC | 4 | 4 | 0.09% | 0.48% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Independent Advisor Alliance | 4 | 4 | 0.21% | 0.60% | 1.68% | Q4 2022 | Q3 2023 | 4 |
Triumph Capital Management | 4 | 4 | 0.11% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
RIA Advisory Group LLC | 4 | 4 | 18.75% | 19.52% | 19.94% | Q4 2022 | Q3 2023 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 1 | 0.77% | 1.10% | 1.33% | Q2 2022 | Q3 2023 | 4 |
Neuberger Berman Group LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
MILLENNIUM MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.30% | 2.53% | 4.23% | Q4 2022 | Q3 2023 | 4 |
Municipal Employees' Retirement System of Michigan | 4 | 4 | 0.03% | 0.07% | 0.08% | Q2 2022 | Q1 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.08% | 0.12% | 0.18% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL ADVISORY PARTNERS, LLC | 4 | 4 | 1.06% | 2.56% | 4.16% | Q4 2022 | Q3 2023 | 4 |
MEITAV INVESTMENT HOUSE LTD | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.19% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Empirical Finance, LLC | 4 | 4 | 0.05% | 1.04% | 2.09% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 2.56% | 10.42% | 18.58% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 3 | 1 | 0.00% | 0.28% | 0.51% | Q2 2022 | Q2 2023 | 4 |
Winch Advisory Services, LLC | 4 | 4 | 1.33% | 1.42% | 1.56% | Q4 2022 | Q3 2023 | 4 |
Waycross Investment Management Co | 4 | 4 | 1.38% | 1.44% | 1.58% | Q4 2022 | Q3 2023 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.03% | 0.14% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Emerald Advisors, LLC | 4 | 4 | 0.26% | 0.47% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Clear Harbor Asset Management, LLC | 4 | 4 | 0.20% | 0.34% | 0.43% | Q2 2022 | Q1 2023 | 4 |
MBL Wealth, LLC | 4 | 4 | 0.23% | 1.40% | 1.95% | Q1 2022 | Q4 2022 | 4 |
Mutual Advisors, LLC | 2 | 2 | 0.02% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 4 |
Salomon & Ludwin, LLC | 4 | 4 | 0.24% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
PEAPACK GLADSTONE FINANCIAL CORP | 4 | 4 | 0.14% | 0.35% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Avior Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 1.39% | 2.92% | Q2 2022 | Q1 2023 | 4 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 1.17% | 1.43% | 1.74% | Q4 2022 | Q3 2023 | 4 |
BTS Asset Management, Inc. | 2 | 1 | 0.28% | 5.78% | 12.80% | Q2 2022 | Q3 2023 | 4 |
BALDWIN BROTHERS LLC/MA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Accurate Wealth Management, LLC | 2 | 1 | 0.22% | 3.98% | 10.07% | Q2 2022 | Q3 2023 | 4 |
Center for Financial Planning, Inc. | 4 | 4 | 0.12% | 0.19% | 0.27% | Q2 2022 | Q1 2023 | 4 |
Providence Capital Advisors, LLC | 3 | 1 | 0.03% | 0.16% | 0.34% | Q1 2022 | Q3 2023 | 4 |
SMITH, MOORE & CO. | 4 | 4 | 0.47% | 0.98% | 1.56% | Q4 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 4 | 4 | 0.27% | 0.37% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Clear Perspectives Financial Planning, LLC | 4 | 4 | 5.90% | 9.70% | 14.28% | Q2 2022 | Q1 2023 | 4 |
ALESCO ADVISORS LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.03% | 0.14% | 0.25% | Q2 2022 | Q2 2023 | 4 |
Community Bank, N.A. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
HEADINVEST, LLC | 4 | 4 | 0.08% | 0.11% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Buck Wealth Strategies, LLC | 3 | 1 | 2.37% | 13.16% | 24.00% | Q3 2022 | Q3 2023 | 4 |
Outlook Wealth Advisors, LLC | 4 | 4 | 0.36% | 1.88% | 4.09% | Q4 2022 | Q3 2023 | 4 |
Omnia Family Wealth, LLC | 2 | 2 | 4.10% | 8.57% | 12.25% | Q2 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.02% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 0.12% | 0.28% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.11% | 0.25% | Q2 2022 | Q3 2023 | 4 |
Crane Advisory, LLC | 4 | 4 | 0.08% | 8.65% | 18.44% | Q3 2022 | Q2 2023 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.85% | 1.05% | 1.27% | Q4 2022 | Q3 2023 | 4 |
LWM Advisory Services, LLC | 4 | 4 | 1.93% | 2.31% | 2.66% | Q4 2022 | Q3 2023 | 4 |
Hubbell Strickland Wealth Management, LLC | 4 | 4 | 2.67% | 2.99% | 3.17% | Q4 2022 | Q3 2023 | 4 |
Vigilare Wealth Management | 4 | 4 | 8.10% | 14.71% | 21.06% | Q1 2023 | Q4 2023 | 4 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.02% | 0.06% | 0.16% | Q2 2022 | Q3 2023 | 4 |
ESG Planning | 4 | 4 | 46.69% | 77.10% | 91.35% | Q4 2022 | Q3 2023 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.04% | 0.17% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Virtue Capital Management, LLC | 4 | 4 | 0.22% | 0.83% | 2.62% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.07% | 0.16% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.01% | 0.28% | 0.61% | Q2 2021 | Q3 2023 | 4 |
Five Oceans Advisors | 4 | 4 | 0.54% | 1.08% | 2.21% | Q4 2022 | Q3 2023 | 4 |
Smithfield Trust Co | 4 | 4 | 0.31% | 0.68% | 1.56% | Q4 2022 | Q3 2023 | 4 |
NOTTINGHAM ADVISORS, INC. | 4 | 4 | 0.66% | 1.90% | 2.47% | Q4 2022 | Q3 2023 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.01% | 0.10% | 0.34% | Q4 2022 | Q3 2023 | 4 |
SHEPHERD KAPLAN KROCHUK, LLC | 4 | 4 | 0.39% | 0.57% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Cypress Capital, LLC | 4 | 4 | 3.57% | 4.07% | 4.28% | Q4 2022 | Q3 2023 | 4 |
Clayton Partners LLC | 4 | 4 | 8.10% | 9.44% | 10.70% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.38% | 0.45% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.06% | 0.09% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.07% | 1.18% | 2.49% | Q1 2023 | Q3 2023 | 3 |
4J Wealth Management LLC | 3 | 3 | 0.47% | 0.49% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.08% | 1.03% | 2.92% | Q4 2022 | Q3 2023 | 3 |
B&D White Capital Company, LLC | 3 | 3 | 0.07% | 0.43% | 1.14% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.42% | 0.44% | 0.46% | Q1 2023 | Q3 2023 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.30% | 0.34% | 0.36% | Q3 2022 | Q1 2023 | 3 |
Allen Capital Group, LLC | 2 | 1 | 0.06% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
YHB Investment Advisors, Inc. | 2 | 1 | 0.05% | 0.12% | 0.24% | Q2 2022 | Q2 2023 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 1.14% | 2.04% | 2.59% | Q1 2023 | Q3 2023 | 3 |
STUDIO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.02% | 0.58% | 1.02% | Q1 2023 | Q3 2023 | 3 |
Safeguard Investment Advisory Group, LLC | 3 | 3 | 0.21% | 0.57% | 0.75% | Q3 2022 | Q1 2023 | 3 |
Values First Advisors, Inc. | 3 | 3 | 0.02% | 2.15% | 3.32% | Q1 2023 | Q3 2023 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 1.07% | 1.26% | 1.42% | Q1 2023 | Q3 2023 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Orion Capital Management LLC | 3 | 3 | 0.53% | 2.80% | 3.98% | Q1 2023 | Q3 2023 | 3 |
RDA Financial Network | 3 | 3 | 0.83% | 1.06% | 1.20% | Q1 2023 | Q3 2023 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.12% | 0.24% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Alpha Financial Partners, LLC | 3 | 3 | 0.84% | 1.23% | 1.75% | Q1 2023 | Q3 2023 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 2.28% | 2.54% | 2.69% | Q3 2022 | Q1 2023 | 3 |
Opes Wealth Management LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.27% | 0.42% | 0.57% | Q1 2023 | Q3 2023 | 3 |
American Trust | 3 | 3 | 0.62% | 0.75% | 0.93% | Q1 2023 | Q3 2023 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.16% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.43% | 0.52% | 0.63% | Q1 2023 | Q3 2023 | 3 |
Atria Investments, Inc | 3 | 3 | 0.21% | 0.37% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Custos Family Office, LLC | 3 | 3 | 0.16% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Eldridge Investment Advisors, Inc. | 3 | 3 | 2.00% | 2.40% | 2.61% | Q1 2023 | Q3 2023 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Fortis Group Advisors, LLC | 3 | 3 | 4.49% | 4.74% | 4.90% | Q1 2023 | Q3 2023 | 3 |
HOWARD WEALTH MANAGEMENT, LLC | 3 | 3 | 1.12% | 1.43% | 1.81% | Q2 2022 | Q4 2022 | 3 |
New Harbor Financial Group, LLC | 3 | 3 | 11.88% | 12.65% | 13.24% | Q1 2023 | Q3 2023 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.09% | 0.45% | 0.64% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
BML Capital Management, LLC | 3 | 3 | 10.87% | 17.37% | 24.96% | Q1 2023 | Q3 2023 | 3 |
Castle Rock Wealth Management, LLC | 3 | 3 | 0.69% | 2.42% | 3.39% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 3 | 3 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q1 2023 | 3 |
Arjuna Capital | 3 | 3 | 5.24% | 6.48% | 7.90% | Q1 2023 | Q3 2023 | 3 |
Highland Financial Advisors, LLC | 3 | 3 | 0.44% | 0.46% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.22% | 0.34% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Altiora Financial Group, LLC | 3 | 3 | 0.37% | 0.54% | 0.85% | Q1 2023 | Q3 2023 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 1.18% | 1.35% | 1.63% | Q1 2023 | Q3 2023 | 3 |
Secure Asset Management, LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Ackerman Capital Advisors, LLC | 3 | 3 | 1.71% | 2.10% | 2.37% | Q1 2023 | Q3 2023 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Clearwater Capital Advisors, LLC | 3 | 3 | 0.22% | 4.00% | 5.97% | Q1 2023 | Q3 2023 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 0.23% | 0.36% | 0.44% | Q4 2022 | Q3 2023 | 3 |
NWAM LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 4.91% | 5.59% | 6.43% | Q4 2022 | Q2 2023 | 3 |
VERUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 1 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 3.54% | 8.89% | 13.10% | Q1 2023 | Q3 2023 | 3 |
Sigma Planning Corp | 3 | 3 | 0.10% | 0.17% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Hanlon Investment Management, Inc. | 3 | 3 | 4.20% | 9.82% | 14.34% | Q1 2023 | Q3 2023 | 3 |
Capitol Family Office, Inc. | 3 | 3 | 0.72% | 0.77% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.60% | 0.76% | 0.89% | Q1 2023 | Q3 2023 | 3 |
CABANA LLC | 2 | 1 | 50.01% | 56.67% | 60.01% | Q4 2022 | Q3 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.09% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.92% | 0.99% | 1.08% | Q1 2023 | Q3 2023 | 3 |
Rathbones Group PLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Wealth Management Solutions, LLC | 3 | 3 | 0.21% | 0.25% | 0.28% | Q3 2022 | Q1 2023 | 3 |
Wallace Advisory Group, LLC | 3 | 3 | 3.66% | 3.67% | 3.69% | Q4 2022 | Q2 2023 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.81% | 1.07% | 1.58% | Q2 2023 | Q4 2023 | 3 |
Prosperity Planning, Inc. | 3 | 3 | 0.60% | 0.80% | 0.99% | Q1 2023 | Q3 2023 | 3 |
General Partner, Inc. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.52% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Cerity Partners LLC | 3 | 3 | 0.10% | 0.40% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 2 | 1 | 0.00% | 0.18% | 0.31% | Q1 2022 | Q3 2023 | 3 |
Koss-Olinger Consulting, LLC | 3 | 3 | 8.65% | 9.59% | 10.39% | Q2 2022 | Q4 2022 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
New Capital Management LP | 2 | 1 | 0.20% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 3 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 3 | 3 | 2.47% | 7.78% | 12.22% | Q1 2022 | Q3 2022 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.02% | 0.07% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 3 | 3 | 0.05% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
One Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.05% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 3 | 3 | 0.29% | 0.72% | 1.13% | Q1 2023 | Q3 2023 | 3 |
CONGRESS ASSET MANAGEMENT CO /MA | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.09% | 0.20% | 0.31% | Q1 2023 | Q3 2023 | 3 |
WISCONSIN CAPITAL MANAGEMENT LLC | 3 | 3 | 1.68% | 2.06% | 2.70% | Q1 2023 | Q3 2023 | 3 |
Baker Avenue Asset Management, LP | 2 | 1 | 0.00% | 0.23% | 0.67% | Q4 2022 | Q3 2023 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.53% | 0.75% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q1 2023 | 3 |
Beaumont Financial Partners, LLC | 3 | 3 | 0.20% | 11.04% | 16.74% | Q1 2022 | Q3 2022 | 3 |
Sound Financial Strategies Group, LLC | 3 | 3 | 7.90% | 25.75% | 53.19% | Q1 2023 | Q3 2023 | 3 |
3EDGE Asset Management, LP | 3 | 3 | 14.71% | 16.94% | 18.32% | Q3 2022 | Q1 2023 | 3 |
Madrona Financial Services, LLC | 3 | 3 | 1.98% | 2.45% | 2.73% | Q4 2022 | Q2 2023 | 3 |
Anson Capital, Inc. | 3 | 3 | 1.69% | 4.57% | 6.53% | Q1 2023 | Q3 2023 | 3 |
Spartan Planning & Wealth Management | 2 | 1 | 4.34% | 8.68% | 12.31% | Q3 2022 | Q3 2023 | 3 |
Upper Left Wealth Management, LLC | 3 | 3 | 0.32% | 0.34% | 0.35% | Q1 2023 | Q3 2023 | 3 |
WealthPLAN Partners, LLC | 3 | 3 | 0.01% | 0.13% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Heritage Wealth Management, Inc./Texas | 2 | 1 | 0.34% | 0.48% | 0.77% | Q4 2022 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Beacon Pointe Advisors, LLC | 2 | 1 | 0.00% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 3 |
Resonant Capital Advisors, LLC | 3 | 3 | 1.82% | 3.93% | 5.78% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.33% | 0.61% | Q2 2023 | Q4 2023 | 3 |
J.W. COLE ADVISORS, INC. | 3 | 3 | 0.03% | 0.09% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.45% | 0.48% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Csenge Advisory Group | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
EAGLE ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.50% | 0.75% | 0.99% | Q2 2023 | Q3 2023 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.15% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Sonoma Private Wealth LLC | 2 | 2 | 3.25% | 3.48% | 3.71% | Q2 2023 | Q3 2023 | 2 |
Greenspring Advisors, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 2 |
FORBES J M & CO LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 1.15% | 1.29% | 1.43% | Q2 2023 | Q3 2023 | 2 |
Elm Partners Management LLC | 2 | 2 | 3.64% | 8.83% | 14.02% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.03% | 0.07% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.37% | 0.39% | 0.40% | Q2 2023 | Q3 2023 | 2 |
TAP Consulting, LLC | 2 | 2 | 0.50% | 0.51% | 0.52% | Q3 2022 | Q4 2022 | 2 |
NEIRG Wealth Management, LLC | 2 | 2 | 7.94% | 7.95% | 7.95% | Q1 2023 | Q2 2023 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.08% | 0.23% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Semus Wealth Partners LLC | 2 | 2 | 0.25% | 0.28% | 0.31% | Q4 2022 | Q1 2023 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.62% | 0.65% | 0.67% | Q2 2023 | Q3 2023 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Willow Creek Wealth Management Inc. | 2 | 2 | 0.12% | 0.22% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.76% | 0.77% | 0.78% | Q2 2023 | Q3 2023 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Synergy Asset Management, LLC | 1 | 1 | 0.07% | 1.69% | 3.31% | Q1 2023 | Q3 2023 | 2 |
Waterfront Wealth Inc. | 2 | 2 | 1.58% | 2.26% | 2.93% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.13% | 0.32% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Authentikos Wealth Advisory, LLC | 2 | 2 | 1.27% | 1.88% | 2.49% | Q2 2023 | Q3 2023 | 2 |
Balentine LLC | 2 | 2 | 0.11% | 0.59% | 1.08% | Q2 2023 | Q3 2023 | 2 |
Americana Partners, LLC | 2 | 2 | 0.45% | 0.48% | 0.52% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.61% | 1.19% | Q2 2023 | Q3 2023 | 2 |
REGIMEN WEALTH, LLC | 2 | 2 | 0.19% | 0.25% | 0.31% | Q4 2022 | Q1 2023 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IFG Advisors, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.54% | 0.90% | 1.26% | Q2 2023 | Q3 2023 | 2 |
SAGE RHINO CAPITAL LLC | 2 | 2 | 0.43% | 0.74% | 1.04% | Q2 2023 | Q3 2023 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 12.02% | 12.83% | 13.65% | Q2 2023 | Q3 2023 | 2 |
Advance Capital Management, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GREENWOOD GEARHART INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
LWMG, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Evanson Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Vertex Planning Partners, LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
NorthRock Partners, LLC | 2 | 2 | 3.57% | 4.66% | 5.74% | Q2 2023 | Q3 2023 | 2 |
Retireful, LLC | 2 | 2 | 3.96% | 4.68% | 5.41% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 2.48% | 2.72% | 2.97% | Q2 2023 | Q3 2023 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Root Financial Partners, LLC | 2 | 2 | 0.61% | 0.66% | 0.70% | Q2 2023 | Q3 2023 | 2 |
Cercano Management LLC | 2 | 2 | 0.09% | 0.48% | 0.88% | Q2 2023 | Q3 2023 | 2 |
WIN ADVISORS, INC | 1 | 1 | 0.14% | 0.43% | 0.72% | Q1 2023 | Q3 2023 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.01% | 0.42% | 0.84% | Q3 2022 | Q4 2022 | 2 |
SeaBridge Investment Advisors LLC | 2 | 2 | 1.87% | 2.81% | 3.75% | Q2 2022 | Q3 2022 | 2 |
WEST MICHIGAN ADVISORS, LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q1 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 39.21% | 39.80% | 40.39% | Q2 2023 | Q3 2023 | 2 |
Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.05% | 0.10% | Q2 2023 | Q3 2023 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
&PARTNERS | 2 | 2 | 1.49% | 1.62% | 1.74% | Q3 2022 | Q4 2022 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
MorganRosel Wealth Management, LLC | 2 | 2 | 3.57% | 4.51% | 5.45% | Q3 2022 | Q4 2022 | 2 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Vickerman Investment Advisors, Inc. | 2 | 2 | 1.65% | 1.79% | 1.92% | Q2 2023 | Q3 2023 | 2 |
J2 Capital Management Inc | 2 | 2 | 4.25% | 5.09% | 5.94% | Q2 2023 | Q3 2023 | 2 |
Nicholas Hoffman & Company, LLC. | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Matisse Capital | 2 | 2 | 0.16% | 0.23% | 0.30% | Q3 2021 | Q4 2021 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.01% | 0.18% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 2 | 2 | 1.06% | 1.11% | 1.17% | Q3 2023 | Q4 2023 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Fiera Capital Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.24% | 0.31% | 0.39% | Q1 2023 | Q2 2023 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
GUGGENHEIM CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Eagle Ridge Investment Management | 2 | 2 | 1.18% | 1.29% | 1.41% | Q2 2023 | Q3 2023 | 2 |
TITLEIST ASSET MANAGEMENT, LLC | 2 | 2 | 0.43% | 0.43% | 0.44% | Q2 2023 | Q3 2023 | 2 |
EQUITY INVESTMENT CORP | 2 | 2 | 4.07% | 4.07% | 4.07% | Q2 2023 | Q3 2023 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ACT Advisors, LLC. | 2 | 2 | 0.32% | 0.89% | 1.47% | Q4 2021 | Q1 2022 | 2 |
WorthPointe, LLC | 1 | 1 | 0.14% | 0.25% | 0.37% | Q2 2022 | Q4 2022 | 2 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Security Financial Services, INC. | 2 | 2 | 0.44% | 0.45% | 0.46% | Q2 2022 | Q3 2022 | 2 |
Legacy Wealth Asset Management, LLC | 2 | 2 | 0.54% | 0.57% | 0.59% | Q2 2022 | Q3 2022 | 2 |
PFG Advisors | 2 | 2 | 0.07% | 0.40% | 0.73% | Q2 2023 | Q3 2023 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 3.13% | 3.14% | 3.16% | Q2 2023 | Q3 2023 | 2 |
Alliance Wealth Advisors, LLC /UT | 2 | 2 | 1.38% | 1.41% | 1.44% | Q4 2022 | Q1 2023 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRIVATE MANAGEMENT GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Privium Fund Management (UK) Ltd | 1 | 1 | 10.65% | 10.65% | 10.65% | Q1 2023 | Q1 2023 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Northland Capital Management LLC | 1 | 1 | 13.86% | 13.86% | 13.86% | Q3 2023 | Q3 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2023 | Q3 2023 | 1 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 4.66% | 4.66% | 4.66% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 3.32% | 3.32% | 3.32% | Q3 2023 | Q3 2023 | 1 |
Williams Financial, LLC | 1 | 1 | 8.34% | 8.34% | 8.34% | Q4 2022 | Q4 2022 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Atlantic Private Wealth, LLC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q3 2023 | Q3 2023 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q3 2023 | Q3 2023 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2023 | Q3 2023 | 1 |
CGN Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
abrdn plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Oak Harvest Investment Services | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Ascent Group, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Meeder Advisory Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Shorepoint Capital Partners LLC | 1 | 1 | 5.15% | 5.15% | 5.15% | Q3 2023 | Q3 2023 | 1 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 1.90% | 1.90% | 1.90% | Q2 2023 | Q2 2023 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Watchman Group, Inc. | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2023 | Q3 2023 | 1 |
Retirement Investment Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 6.79% | 6.79% | 6.79% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Wedmont Private Capital | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Jenkins Wealth | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Michelson Medical Research Foundation, Inc. | 1 | 1 | 8.56% | 8.56% | 8.56% | Q2 2023 | Q2 2023 | 1 |
Punch Card Capital | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SPROTT INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2023 | Q3 2023 | 1 |
Windham Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Successful Portfolios LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Armor Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Evensky & Katz LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LIBRA WEALTH LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 14.65% | 14.65% | 14.65% | Q3 2023 | Q3 2023 | 1 |
Astor Investment Management LLC | 1 | 1 | 9.13% | 9.13% | 9.13% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 6.79% | 6.79% | 6.79% | Q3 2023 | Q3 2023 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2023 | Q3 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Argent Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DMC Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Stadion Money Management, LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2020 | Q3 2020 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2023 | Q3 2023 | 1 |
Pariax, LLC | 1 | 1 | 6.50% | 6.50% | 6.50% | Q3 2023 | Q3 2023 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 4.35% | 4.35% | 4.35% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Talisman Wealth Advisors LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Econ Financial Services Corp | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2023 | Q3 2023 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PFG Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Slagle Financial, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Parker Financial LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2023 | Q1 2023 | 1 |
Warren Street Wealth Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2021 | Q1 2021 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Pacific Edge Advisors, LLC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q3 2021 | Q3 2021 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Baker Ellis Asset Management LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2023 | Q3 2023 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Dominguez Wealth Management Solutions, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VitalStone Financial, LLC | 1 | 1 | 18.62% | 18.62% | 18.62% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2023 | Q1 2023 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2022 | Q3 2022 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2022 | Q3 2022 | 1 |
Strategic Advisors LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TRIAD FINANCIAL ADVISORS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Q3 Asset Management | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2023 | Q2 2023 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2023 | Q3 2023 | 1 |
Matrix Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | 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.