Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 19 | 19 | 0.00% | 0.02% | 0.15% | Q1 2019 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
LPL Financial LLC | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
MORGAN STANLEY | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
CAPITAL MANAGEMENT CORP /VA | 19 | 19 | 0.77% | 1.24% | 1.99% | Q1 2019 | Q3 2023 | 19 |
Cooper Financial Group | 19 | 19 | 0.27% | 0.82% | 1.76% | Q1 2019 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
ROYAL BANK OF CANADA | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
SAGE FINANCIAL GROUP INC | 13 | 6 | 0.05% | 0.43% | 0.97% | Q4 2018 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CFO4Life Group, LLC | 18 | 18 | 0.06% | 0.44% | 1.46% | Q4 2018 | Q1 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Gratus Capital, LLC | 18 | 18 | 0.02% | 0.15% | 0.41% | Q2 2019 | Q3 2023 | 18 |
IFG Advisory, LLC | 18 | 18 | 0.06% | 0.14% | 0.33% | Q2 2019 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.05% | 0.12% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Roof Eidam Maycock Peralta, LLC | 17 | 17 | 0.23% | 0.70% | 1.05% | Q3 2019 | Q3 2023 | 17 |
Windsor Capital Management, LLC | 17 | 17 | 0.12% | 0.23% | 0.41% | Q3 2019 | Q3 2023 | 17 |
TD Capital Management LLC | 17 | 17 | 0.20% | 0.90% | 1.43% | Q3 2019 | Q3 2023 | 17 |
LexAurum Advisors, LLC | 17 | 17 | 0.13% | 0.26% | 0.44% | Q2 2019 | Q2 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 17 |
FinTrust Capital Advisors, LLC | 15 | 1 | 0.15% | 0.60% | 1.10% | Q2 2019 | Q3 2023 | 16 |
Allworth Financial LP | 10 | 6 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 16 |
Bristlecone Advisors, LLC | 16 | 16 | 0.09% | 0.48% | 0.79% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.20% | 0.73% | 1.20% | Q4 2019 | Q3 2023 | 16 |
SYNOVUS FINANCIAL CORP | 11 | 5 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 16 |
BFSG, LLC | 16 | 16 | 0.19% | 0.61% | 1.14% | Q4 2019 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 15 | 15 | 0.12% | 0.21% | 0.27% | Q1 2020 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 10 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 15 |
UBS Group AG | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Alpha Omega Wealth Management LLC | 15 | 15 | 0.11% | 0.28% | 0.75% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
ERn Financial, LLC | 15 | 15 | 0.18% | 0.42% | 0.66% | Q1 2020 | Q3 2023 | 15 |
Callan Capital, LLC | 15 | 15 | 0.20% | 0.55% | 1.09% | Q1 2020 | Q3 2023 | 15 |
TOWNSQUARE CAPITAL LLC | 15 | 15 | 0.01% | 0.98% | 3.04% | Q1 2020 | Q3 2023 | 15 |
Klingman & Associates, LLC | 14 | 1 | 0.13% | 1.58% | 3.06% | Q2 2019 | Q3 2023 | 15 |
OneDigital Investment Advisors LLC | 15 | 15 | 0.01% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 15 |
SIGNET FINANCIAL MANAGEMENT, LLC | 15 | 15 | 0.09% | 0.54% | 0.95% | Q1 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 9 | 6 | 0.01% | 0.05% | 0.21% | Q2 2019 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Capstone Financial Advisors, Inc. | 14 | 14 | 0.14% | 0.55% | 1.21% | Q2 2020 | Q3 2023 | 14 |
WEBSTER BANK, N. A. | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
HighTower Advisors, LLC | 14 | 14 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Prime Capital Investment Advisors, LLC | 14 | 14 | 0.01% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
HARBOUR INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.50% | 2.25% | 2.95% | Q2 2020 | Q3 2023 | 14 |
Requisite Capital Management, LLC | 14 | 14 | 0.84% | 1.82% | 5.02% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
John W. Brooker & Co., CPAs | 14 | 14 | 0.76% | 2.70% | 4.20% | Q2 2020 | Q3 2023 | 14 |
Ironwood Investment Counsel, LLC | 14 | 14 | 0.16% | 0.87% | 2.15% | Q2 2020 | Q3 2023 | 14 |
CENTRAL TRUST Co | 14 | 14 | 0.02% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 14 | 14 | 0.00% | 0.10% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Hartford Financial Management Inc. | 14 | 14 | 0.08% | 0.48% | 1.78% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WEATHERLY ASSET MANAGEMENT L. P. | 14 | 14 | 0.45% | 2.65% | 3.86% | Q2 2020 | Q3 2023 | 14 |
Slow Capital, Inc. | 14 | 14 | 0.10% | 2.22% | 5.20% | Q2 2020 | Q3 2023 | 14 |
Monterey Private Wealth, Inc. | 14 | 14 | 0.17% | 0.87% | 1.90% | Q2 2020 | Q3 2023 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 13 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 14 |
SONATA CAPITAL GROUP INC | 13 | 13 | 0.13% | 0.31% | 0.43% | Q3 2020 | Q3 2023 | 13 |
EP Wealth Advisors, LLC | 13 | 13 | 0.01% | 0.17% | 0.51% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 13 |
Baker Ellis Asset Management LLC | 13 | 13 | 0.20% | 0.76% | 1.09% | Q4 2019 | Q4 2022 | 13 |
Tortoise Investment Management, LLC | 13 | 13 | 0.03% | 0.66% | 1.47% | Q2 2020 | Q2 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.16% | 0.29% | 0.51% | Q3 2020 | Q3 2023 | 13 |
StrongBox Wealth, LLC | 13 | 13 | 0.33% | 0.63% | 0.92% | Q4 2020 | Q4 2023 | 13 |
Brinker Capital Investments, LLC | 13 | 13 | 0.00% | 0.07% | 0.12% | Q4 2019 | Q4 2022 | 13 |
Orion Portfolio Solutions, LLC | 9 | 2 | 0.00% | 0.05% | 0.15% | Q1 2020 | Q3 2023 | 13 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.05% | 0.35% | 1.50% | Q3 2019 | Q3 2023 | 13 |
Daniels&Tansey,LLP | 13 | 13 | 0.16% | 0.59% | 1.46% | Q3 2020 | Q3 2023 | 13 |
PALLADIUM PARTNERS LLC | 10 | 3 | 0.05% | 1.09% | 2.30% | Q4 2018 | Q1 2022 | 13 |
STIFEL FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.12% | 0.97% | 2.33% | Q3 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.61% | 1.83% | 2.84% | Q4 2020 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 12 |
Capital Analysts, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.31% | 0.41% | 0.48% | Q4 2020 | Q3 2023 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.01% | 1.27% | 1.73% | Q4 2020 | Q3 2023 | 12 |
APPLETON PARTNERS INC/MA | 12 | 12 | 0.37% | 0.96% | 1.35% | Q1 2021 | Q4 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 3.05% | 3.64% | 4.33% | Q4 2020 | Q3 2023 | 12 |
JSF Financial, LLC | 12 | 12 | 0.10% | 1.14% | 1.70% | Q3 2020 | Q2 2023 | 12 |
Resonant Capital Advisors, LLC | 12 | 12 | 0.10% | 1.57% | 3.92% | Q4 2020 | Q3 2023 | 12 |
Financial Advisory Group | 12 | 12 | 0.43% | 0.99% | 1.70% | Q4 2020 | Q3 2023 | 12 |
Eldridge Investment Advisors, Inc. | 9 | 3 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.04% | 0.25% | 0.51% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.67% | 1.03% | 1.33% | Q4 2020 | Q3 2023 | 12 |
Sandbox Financial Partners, LLC | 12 | 12 | 1.10% | 1.53% | 2.10% | Q4 2020 | Q3 2023 | 12 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 8 | 4 | 0.46% | 1.99% | 4.89% | Q3 2020 | Q3 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.09% | 0.44% | 0.99% | Q4 2020 | Q3 2023 | 12 |
MISSION WEALTH MANAGEMENT, LP | 11 | 1 | 0.01% | 0.17% | 0.45% | Q3 2020 | Q3 2023 | 12 |
One Capital Management, LLC | 12 | 12 | 0.66% | 1.39% | 2.33% | Q4 2020 | Q3 2023 | 12 |
Auxano Advisors, LLC | 12 | 12 | 0.14% | 7.83% | 19.49% | Q4 2020 | Q3 2023 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 1.56% | 2.28% | 3.77% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.92% | 2.30% | 3.41% | Q4 2020 | Q3 2023 | 12 |
NWAM LLC | 6 | 1 | 0.02% | 0.12% | 0.37% | Q2 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.07% | 0.19% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Lehman & Derafelo Financial Resources LLC | 12 | 12 | 0.72% | 2.12% | 3.82% | Q1 2020 | Q4 2022 | 12 |
IMS Capital Management | 12 | 12 | 0.16% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Gradient Capital Advisors, LLC | 12 | 12 | 0.13% | 0.55% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Kathmere Capital Management, LLC | 12 | 12 | 1.23% | 2.36% | 3.16% | Q4 2020 | Q3 2023 | 12 |
COLONY GROUP LLC | 12 | 12 | 0.02% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q2 2023 | 12 |
Kestra Advisory Services, LLC | 7 | 5 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Lido Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Paradigm, Strategies in Wealth Management, LLC | 11 | 11 | 0.76% | 1.11% | 1.68% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.03% | 0.14% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Bridgewater Advisors Inc. | 11 | 11 | 1.63% | 4.30% | 6.27% | Q1 2021 | Q3 2023 | 11 |
Atlantic Union Bankshares Corp | 11 | 11 | 0.04% | 0.08% | 0.15% | Q1 2021 | Q3 2023 | 11 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
BLAIR WILLIAM & CO/IL | 11 | 11 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Opes Wealth Management LLC | 11 | 11 | 0.13% | 0.36% | 0.84% | Q1 2021 | Q3 2023 | 11 |
KWMG, LLC | 11 | 11 | 0.04% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 11 |
HBW ADVISORY SERVICES LLC | 11 | 11 | 0.04% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Covington Capital Management | 11 | 11 | 0.00% | 0.62% | 1.03% | Q1 2020 | Q3 2022 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.41% | 0.64% | 1.05% | Q1 2021 | Q3 2023 | 11 |
FIDUCIARY TRUST CO | 11 | 11 | 0.01% | 0.63% | 1.40% | Q1 2021 | Q3 2023 | 11 |
TFC Financial Management, Inc. | 11 | 11 | 0.04% | 0.33% | 0.64% | Q3 2020 | Q1 2023 | 11 |
ASSETMARK, INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BOSTON FAMILY OFFICE LLC | 11 | 11 | 0.08% | 0.41% | 0.67% | Q1 2021 | Q3 2023 | 11 |
Valmark Advisers, Inc. | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Kingsview Wealth Management, LLC | 6 | 5 | 0.05% | 0.15% | 0.25% | Q4 2020 | Q3 2023 | 11 |
DFPG INVESTMENTS, LLC | 10 | 1 | 0.03% | 0.31% | 0.77% | Q2 2020 | Q1 2023 | 11 |
Transform Wealth, LLC | 11 | 11 | 0.18% | 0.98% | 2.16% | Q1 2021 | Q3 2023 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 11 |
Harbor Group, Inc. | 11 | 11 | 0.17% | 0.20% | 0.23% | Q4 2020 | Q2 2023 | 11 |
Essex Financial Services, Inc. | 11 | 11 | 0.04% | 0.16% | 0.38% | Q1 2021 | Q3 2023 | 11 |
FIRST FOUNDATION ADVISORS | 10 | 10 | 0.32% | 0.74% | 1.36% | Q2 2021 | Q3 2023 | 10 |
Elmwood Wealth Management, Inc. | 8 | 2 | 1.08% | 2.02% | 2.76% | Q1 2021 | Q3 2023 | 10 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.35% | 0.88% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.00% | 0.08% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Annex Advisory Services, LLC | 10 | 10 | 0.01% | 0.21% | 0.48% | Q1 2020 | Q2 2022 | 10 |
Abbrea Capital, LLC | 10 | 10 | 0.14% | 0.65% | 1.20% | Q2 2021 | Q3 2023 | 10 |
SVB WEALTH LLC | 7 | 3 | 0.02% | 0.09% | 0.19% | Q1 2021 | Q3 2023 | 10 |
Sargent Bickham Lagudis LLC | 10 | 10 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q4 2022 | 10 |
Snowden Capital Advisors LLC | 5 | 5 | 0.07% | 0.20% | 0.35% | Q2 2020 | Q4 2022 | 10 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 10 | 10 | 0.20% | 0.85% | 3.24% | Q1 2020 | Q2 2022 | 10 |
Merit Financial Group, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 10 |
Hudson Value Partners, LLC | 10 | 10 | 0.32% | 0.54% | 0.68% | Q2 2021 | Q3 2023 | 10 |
FDx Advisors, Inc. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 10 |
Blue Chip Partners, LLC | 10 | 10 | 0.04% | 0.09% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Venturi Wealth Management, LLC | 9 | 1 | 0.10% | 0.92% | 3.09% | Q4 2020 | Q3 2023 | 10 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 10 | 10 | 0.02% | 0.17% | 0.32% | Q2 2021 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 10 | 10 | 0.02% | 0.16% | 0.98% | Q2 2021 | Q3 2023 | 10 |
WOODMONT INVESTMENT COUNSEL LLC | 10 | 10 | 0.05% | 0.18% | 0.29% | Q2 2021 | Q3 2023 | 10 |
DUBUQUE BANK & TRUST CO | 10 | 10 | 0.02% | 0.20% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Perennial Investment Advisors, LLC | 6 | 2 | 0.07% | 0.25% | 0.72% | Q4 2019 | Q3 2023 | 10 |
PARSONS CAPITAL MANAGEMENT INC/RI | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 9 | 1 | 0.04% | 0.15% | 0.27% | Q3 2011 | Q3 2023 | 10 |
ALBION FINANCIAL GROUP /UT | 10 | 10 | 0.12% | 0.25% | 0.30% | Q2 2021 | Q3 2023 | 10 |
Sterling Investment Advisors, Ltd. | 10 | 10 | 0.08% | 0.16% | 0.26% | Q3 2020 | Q4 2022 | 10 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 9 | 1 | 0.03% | 0.23% | 0.66% | Q4 2020 | Q3 2023 | 10 |
Private Advisor Group, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
EPG Wealth Management LLC | 5 | 1 | 0.02% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 10 |
CX Institutional | 9 | 9 | 0.16% | 0.38% | 0.54% | Q3 2020 | Q3 2022 | 9 |
Acorn Wealth Advisors, LLC | 5 | 4 | 0.14% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 9 |
Advisory Services Network, LLC | 5 | 2 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q1 2023 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Equitable Holdings, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.05% | 0.10% | Q2 2020 | Q2 2022 | 9 |
Virtue Capital Management, LLC | 9 | 9 | 0.05% | 0.27% | 0.38% | Q3 2021 | Q3 2023 | 9 |
ANDERSON HOAGLAND & CO | 9 | 9 | 0.09% | 1.63% | 3.74% | Q3 2021 | Q3 2023 | 9 |
Essex Savings Bank | 9 | 9 | 0.11% | 0.34% | 0.70% | Q3 2021 | Q3 2023 | 9 |
Compass Financial Group, Inc. | 9 | 9 | 0.87% | 1.06% | 1.16% | Q3 2021 | Q3 2023 | 9 |
Americana Partners, LLC | 9 | 9 | 0.21% | 3.02% | 9.45% | Q3 2020 | Q3 2022 | 9 |
JNBA Financial Advisors | 9 | 9 | 0.08% | 0.31% | 0.61% | Q3 2021 | Q3 2023 | 9 |
NovaPoint Capital, LLC | 9 | 9 | 0.09% | 0.13% | 0.19% | Q1 2021 | Q1 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.19% | 0.56% | 0.82% | Q3 2021 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.41% | 1.41% | 2.23% | Q3 2021 | Q3 2023 | 9 |
Arete Wealth Advisors, LLC | 8 | 1 | 0.16% | 0.58% | 0.87% | Q4 2020 | Q2 2023 | 9 |
Stonebridge Capital Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q4 2022 | 9 |
NOTTINGHAM ADVISORS, INC. | 9 | 9 | 0.03% | 0.09% | 0.17% | Q1 2021 | Q1 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 7 | 2 | 0.00% | 0.06% | 0.21% | Q3 2019 | Q1 2022 | 9 |
SHEETS SMITH WEALTH MANAGEMENT | 9 | 9 | 0.02% | 0.04% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 5 | 4 | 0.01% | 0.16% | 0.54% | Q2 2021 | Q3 2023 | 9 |
Shorepoint Capital Partners LLC | 6 | 3 | 0.11% | 1.24% | 3.30% | Q3 2020 | Q4 2022 | 9 |
MONECO Advisors, LLC | 9 | 9 | 0.10% | 0.17% | 0.23% | Q3 2020 | Q3 2022 | 9 |
Insight Advisors, LLC/ PA | 9 | 9 | 0.09% | 0.13% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Segment Wealth Management, LLC | 9 | 9 | 0.36% | 1.07% | 1.50% | Q3 2020 | Q3 2022 | 9 |
CWM, LLC | 8 | 8 | 0.00% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 0.65% | 0.73% | 0.84% | Q4 2021 | Q3 2023 | 8 |
YARGER WEALTH STRATEGIES, LLC | 8 | 8 | 0.33% | 1.38% | 2.13% | Q4 2021 | Q3 2023 | 8 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 1.04% | 1.34% | 1.69% | Q4 2021 | Q3 2023 | 8 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 1.07% | 1.65% | 2.38% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.13% | 0.88% | 1.70% | Q4 2021 | Q3 2023 | 8 |
FAS Wealth Partners, Inc. | 8 | 8 | 0.04% | 0.11% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.23% | 0.68% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 8 | 8 | 0.55% | 1.78% | 3.14% | Q4 2021 | Q3 2023 | 8 |
Financial Futures Ltd Liability Co. | 8 | 8 | 0.41% | 1.27% | 2.30% | Q4 2021 | Q3 2023 | 8 |
HEADINVEST, LLC | 8 | 8 | 0.04% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sandy Spring Bank | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 8 |
Clarkston Capital Partners, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q1 2023 | 8 |
DOWLING & YAHNKE LLC | 6 | 2 | 0.04% | 0.69% | 1.67% | Q3 2020 | Q3 2022 | 8 |
THOMPSON DAVIS & CO., INC. | 8 | 8 | 0.26% | 0.59% | 0.92% | Q4 2021 | Q3 2023 | 8 |
BAILARD, INC. | 8 | 8 | 0.01% | 0.34% | 0.75% | Q1 2021 | Q4 2022 | 8 |
ACIMA PRIVATE WEALTH, LLC | 8 | 8 | 0.03% | 0.62% | 0.96% | Q2 2020 | Q1 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Core Wealth Advisors, Inc. | 6 | 2 | 0.18% | 0.56% | 0.93% | Q3 2021 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 8 | 0.01% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Modus Advisors, LLC | 8 | 8 | 0.16% | 0.35% | 0.56% | Q4 2020 | Q3 2022 | 8 |
Simplicity Solutions, LLC | 5 | 3 | 0.01% | 0.10% | 0.25% | Q3 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.39% | 0.67% | 1.45% | Q4 2021 | Q3 2023 | 8 |
Shore Point Advisors, LLC | 8 | 8 | 0.17% | 0.89% | 1.95% | Q4 2021 | Q3 2023 | 8 |
Graves Light Lenhart Wealth, Inc. | 8 | 8 | 0.35% | 1.64% | 2.51% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.05% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
COWA, LLC | 7 | 1 | 0.00% | 0.47% | 0.77% | Q1 2021 | Q1 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 1.03% | 1.48% | 2.12% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.88% | 2.30% | 3.38% | Q4 2021 | Q3 2023 | 8 |
VISTA INVESTMENT MANAGEMENT | 8 | 8 | 0.19% | 0.41% | 0.61% | Q4 2021 | Q3 2023 | 8 |
STEPHENS INC /AR/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Beta Wealth Group, Inc. | 8 | 8 | 0.41% | 0.90% | 1.64% | Q1 2021 | Q4 2022 | 8 |
Financial Management Professionals, Inc. | 7 | 7 | 0.01% | 0.17% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Global Strategic Investment Solutions, LLC | 7 | 7 | 0.79% | 2.92% | 5.66% | Q1 2022 | Q3 2023 | 7 |
Relative Value Partners Group, LLC | 4 | 3 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q1 2022 | 7 |
Advisor OS, LLC | 7 | 7 | 0.06% | 0.50% | 1.74% | Q1 2022 | Q3 2023 | 7 |
HOWE & RUSLING INC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q4 2023 | 7 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 7 | 7 | 0.75% | 1.06% | 1.57% | Q1 2022 | Q3 2023 | 7 |
Pinion Investment Advisors, LLC | 7 | 7 | 0.16% | 0.25% | 0.39% | Q1 2021 | Q3 2022 | 7 |
Proficio Capital Partners LLC | 7 | 7 | 0.05% | 0.09% | 0.21% | Q1 2022 | Q3 2023 | 7 |
BHK Investment Advisors, LLC | 5 | 2 | 0.12% | 0.14% | 0.18% | Q3 2021 | Q2 2023 | 7 |
Sequoia Financial Advisors, LLC | 7 | 7 | 0.54% | 0.69% | 0.85% | Q1 2022 | Q3 2023 | 7 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 7 | 7 | 0.36% | 1.38% | 3.23% | Q1 2022 | Q3 2023 | 7 |
Sunflower Bank, N.A. | 7 | 7 | 1.04% | 1.86% | 2.23% | Q1 2022 | Q3 2023 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.09% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 3 | 0.03% | 0.11% | 0.16% | Q2 2019 | Q3 2023 | 7 |
Redmond Asset Management, LLC | 4 | 3 | 0.11% | 0.17% | 0.26% | Q2 2019 | Q4 2021 | 7 |
TMD Wealth Management, LLC | 4 | 3 | 2.36% | 4.79% | 7.48% | Q4 2020 | Q3 2022 | 7 |
GoalVest Advisory LLC | 4 | 3 | 0.01% | 0.56% | 1.02% | Q4 2020 | Q4 2022 | 7 |
Soltis Investment Advisors LLC | 7 | 7 | 0.23% | 0.40% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Parkside Financial Bank & Trust | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 7 |
WMG Financial Advisors, LLC | 7 | 7 | 0.18% | 0.21% | 0.25% | Q4 2021 | Q2 2023 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.38% | 2.07% | 3.56% | Q1 2022 | Q3 2023 | 7 |
Dakota Wealth Management | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
ADELL HARRIMAN & CARPENTER INC | 5 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 7 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 7 | 7 | 1.99% | 3.60% | 4.62% | Q1 2022 | Q3 2023 | 7 |
Chesley Taft & Associates LLC | 7 | 7 | 0.01% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
PDS Planning, Inc | 7 | 7 | 0.60% | 0.92% | 1.34% | Q1 2022 | Q3 2023 | 7 |
Eagle Bluffs Wealth Management LLC | 7 | 7 | 0.18% | 0.33% | 0.42% | Q4 2021 | Q2 2023 | 7 |
WealthBridge Capital Management, LLC | 7 | 7 | 0.09% | 0.24% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
MBM Wealth Consultants, LLC | 6 | 6 | 5.05% | 7.34% | 8.83% | Q2 2022 | Q3 2023 | 6 |
Princeton Global Asset Management LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 1.27% | 1.43% | 1.71% | Q2 2022 | Q3 2023 | 6 |
FORBES J M & CO LLP | 5 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Corbenic Partners LLC | 6 | 6 | 0.12% | 15.68% | 26.00% | Q4 2020 | Q1 2022 | 6 |
Wakefield Asset Management LLLP | 6 | 6 | 1.35% | 1.41% | 1.51% | Q4 2020 | Q1 2022 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
3D ASSET MANAGEMENT, INC | 6 | 6 | 1.62% | 1.86% | 2.16% | Q2 2019 | Q3 2020 | 6 |
Stratos Investment Management, LLC | 3 | 3 | 0.05% | 0.71% | 1.63% | Q3 2020 | Q1 2022 | 6 |
G2 CAPITAL MANAGEMENT, LLC / OH | 6 | 6 | 0.49% | 2.00% | 3.07% | Q4 2021 | Q1 2023 | 6 |
Revolve Wealth Partners, LLC | 6 | 6 | 0.24% | 0.82% | 1.76% | Q4 2021 | Q1 2023 | 6 |
BANK OF MONTREAL /CAN/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Janney Montgomery Scott LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
V Wealth Advisors LLC | 4 | 2 | 0.12% | 0.15% | 0.21% | Q1 2021 | Q3 2022 | 6 |
New England Private Wealth Advisors LLC | 6 | 6 | 0.11% | 0.61% | 0.90% | Q1 2021 | Q2 2022 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Continuum Advisory, LLC | 4 | 1 | 0.04% | 0.15% | 0.25% | Q2 2020 | Q3 2022 | 6 |
CEERA INVESTMENTS, LLC | 6 | 6 | 2.14% | 4.48% | 6.23% | Q3 2021 | Q4 2022 | 6 |
LAKE STREET PRIVATE WEALTH, LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
WealthCare Investment Partners, LLC | 6 | 6 | 0.17% | 1.14% | 1.90% | Q2 2022 | Q3 2023 | 6 |
Narus Financial Partners, LLC | 6 | 6 | 0.79% | 1.42% | 1.86% | Q2 2022 | Q3 2023 | 6 |
REDW Wealth LLC | 6 | 6 | 0.13% | 0.19% | 0.25% | Q1 2021 | Q2 2022 | 6 |
Royal Harbor Partners, LLC | 6 | 6 | 0.22% | 0.59% | 1.33% | Q2 2022 | Q3 2023 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Evergreen Wealth Solutions, LLC | 6 | 6 | 1.02% | 1.76% | 3.18% | Q2 2022 | Q3 2023 | 6 |
Cerity Partners LLC | 6 | 6 | 0.08% | 0.16% | 0.25% | Q2 2022 | Q3 2023 | 6 |
First Citizens Financial Corp | 4 | 2 | 0.49% | 0.70% | 0.88% | Q1 2022 | Q3 2023 | 6 |
HBK Sorce Advisory LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Sunburst Financial Group, LLC | 6 | 6 | 4.42% | 5.23% | 5.80% | Q2 2022 | Q3 2023 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.68% | 1.54% | 2.53% | Q1 2022 | Q2 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.02% | 0.09% | 0.11% | Q1 2020 | Q2 2021 | 6 |
MCDONALD PARTNERS LLC | 6 | 6 | 0.13% | 0.22% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Johnson Bixby & Associates, LLC | 6 | 6 | 0.22% | 0.42% | 0.62% | Q2 2022 | Q3 2023 | 6 |
FMR LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
Intergy Private Wealth, LLC | 6 | 6 | 0.16% | 0.41% | 0.57% | Q2 2022 | Q3 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q4 2022 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.11% | 0.14% | 0.17% | Q1 2021 | Q2 2022 | 6 |
NewSquare Capital LLC | 6 | 6 | 0.11% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 1.20% | 3.66% | 7.50% | Q2 2022 | Q3 2023 | 6 |
PFS INVESTMENTS INC. | 3 | 1 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q2 2023 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 1 | 0.32% | 2.14% | 3.73% | Q4 2020 | Q3 2022 | 5 |
Colonial Trust Advisors | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Wealth Alliance Advisory Group, LLC | 5 | 5 | 1.13% | 1.38% | 1.52% | Q3 2022 | Q3 2023 | 5 |
PRIVATE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.33% | 0.46% | 0.59% | Q4 2020 | Q4 2021 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 5 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Amplius Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.11% | 0.28% | Q4 2021 | Q4 2022 | 5 |
Winfield Associates, Inc. | 5 | 5 | 0.19% | 0.35% | 0.61% | Q1 2021 | Q1 2022 | 5 |
Smith Anglin Financial, LLC | 5 | 5 | 0.06% | 0.20% | 0.30% | Q4 2021 | Q4 2022 | 5 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.02% | 0.03% | 0.10% | Q4 2018 | Q4 2019 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.04% | 0.08% | 0.13% | Q2 2022 | Q3 2023 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Capstone Triton Financial Group, LLC | 5 | 5 | 0.15% | 0.22% | 0.49% | Q4 2020 | Q4 2021 | 5 |
STUDIO INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.65% | 1.59% | Q1 2022 | Q1 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
OLIO Financial Planning | 5 | 5 | 0.13% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
C M BIDWELL & ASSOCIATES LTD | 5 | 5 | 0.33% | 0.35% | 0.37% | Q3 2022 | Q3 2023 | 5 |
CHILDRESS CAPITAL ADVISORS, LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q2 2022 | 5 |
CWA Asset Management Group, LLC | 5 | 5 | 0.36% | 0.97% | 1.19% | Q3 2022 | Q3 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.09% | 0.26% | 0.54% | Q1 2020 | Q1 2021 | 5 |
USAdvisors Wealth Management, LLC | 5 | 5 | 0.17% | 0.27% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Secure Asset Management, LLC | 3 | 2 | 0.13% | 0.14% | 0.16% | Q2 2021 | Q1 2023 | 5 |
Spectrum Management Group, LLC | 5 | 5 | 0.01% | 0.07% | 0.20% | Q3 2021 | Q3 2022 | 5 |
Baystate Wealth Management LLC | 5 | 5 | 0.20% | 0.24% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Connecticut Wealth Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.06% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Curtis Advisory Group, LLC | 5 | 5 | 0.07% | 0.14% | 0.23% | Q2 2022 | Q2 2023 | 5 |
DERBY & COMPANY, INC | 5 | 5 | 0.17% | 0.35% | 0.52% | Q3 2020 | Q3 2021 | 5 |
SAM Advisors, LLC | 5 | 5 | 0.35% | 0.43% | 0.54% | Q3 2021 | Q3 2022 | 5 |
Morningstar Investment Services LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.01% | 0.04% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.06% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
N.E.W. Advisory Services LLC | 3 | 1 | 0.04% | 0.06% | 0.06% | Q2 2021 | Q2 2022 | 4 |
Tranquility Partners, LLC | 3 | 1 | 0.18% | 0.36% | 0.81% | Q4 2020 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2022 | 4 |
DOCK STREET ASSET MANAGEMENT INC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q1 2022 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 0.24% | 0.53% | 0.71% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Mason & Associates Inc | 4 | 4 | 0.42% | 0.46% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Mosaic Advisors LLC | 4 | 4 | 0.59% | 3.51% | 5.20% | Q1 2021 | Q4 2021 | 4 |
Homrich & Berg | 4 | 4 | 1.94% | 2.12% | 2.23% | Q4 2020 | Q3 2021 | 4 |
Gray Wealth Management Inc. | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Orion Capital Management LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q2 2022 | 4 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 4 | 4 | 0.02% | 0.41% | 0.70% | Q2 2021 | Q1 2022 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.04% | 0.19% | 0.28% | Q1 2019 | Q4 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Avidian Wealth Solutions, LLC | 4 | 4 | 0.12% | 0.20% | 0.26% | Q2 2021 | Q1 2022 | 4 |
Buckingham Capital Management, Inc. | 3 | 1 | 0.04% | 0.14% | 0.23% | Q4 2021 | Q1 2023 | 4 |
GILL CAPITAL PARTNERS, LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q2 2022 | 4 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.37% | 0.57% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 4 | 4 | 0.19% | 0.25% | 0.38% | Q2 2021 | Q1 2022 | 4 |
Frisch Financial Group, Inc. | 3 | 1 | 0.10% | 1.82% | 2.75% | Q3 2020 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 4 |
FIFTH THIRD BANCORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 3.64% | 5.14% | 8.00% | Q4 2022 | Q3 2023 | 4 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 4 | 4 | 0.00% | 1.39% | 5.55% | Q1 2022 | Q4 2022 | 4 |
AlphaMark Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
CGN Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.11% | Q2 2021 | Q3 2022 | 4 |
Meridian Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.86% | 1.17% | 1.52% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.20% | 0.27% | 0.35% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.08% | 0.11% | 0.15% | Q2 2022 | Q2 2023 | 4 |
Regent Peak Wealth Advisors LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q2 2022 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.81% | 1.09% | 1.44% | Q2 2022 | Q1 2023 | 4 |
VISTA FINANCE, LLC | 4 | 4 | 10.12% | 11.08% | 13.16% | Q2 2022 | Q1 2023 | 4 |
Perennial Advisors, LLC | 4 | 4 | 0.27% | 0.39% | 0.51% | Q4 2022 | Q3 2023 | 4 |
LifePro Asset Management | 4 | 4 | 0.11% | 0.14% | 0.16% | Q2 2022 | Q1 2023 | 4 |
Total Clarity Wealth Management, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
LWM Advisory Services, LLC | 3 | 1 | 0.04% | 0.94% | 1.46% | Q3 2022 | Q3 2023 | 4 |
Hubbell Strickland Wealth Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
LEO BROKERAGE, LLC | 3 | 1 | 0.03% | 0.06% | 0.11% | Q1 2021 | Q1 2022 | 4 |
HOWARD FINANCIAL SERVICES, LTD. | 2 | 2 | 0.08% | 0.18% | 0.28% | Q2 2020 | Q1 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.97% | 1.34% | 1.71% | Q4 2022 | Q3 2023 | 4 |
Kooman & Associates | 4 | 4 | 0.90% | 1.19% | 1.92% | Q4 2022 | Q3 2023 | 4 |
HOLDERNESS INVESTMENTS CO | 4 | 4 | 0.20% | 0.30% | 0.36% | Q1 2021 | Q4 2021 | 4 |
Next Capital Management LLC | 4 | 4 | 0.13% | 0.17% | 0.29% | Q2 2020 | Q1 2021 | 4 |
Apella Capital, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q4 2023 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Western Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Stegent Equity Advisors, Inc. | 4 | 4 | 1.23% | 1.74% | 2.29% | Q4 2022 | Q3 2023 | 4 |
Walkner Condon Financial Advisors LLC | 4 | 4 | 0.47% | 0.54% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Smart Money Group LLC | 4 | 4 | 0.29% | 1.43% | 1.90% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
KM Capital Management Ltd. | 4 | 4 | 1.12% | 3.54% | 7.60% | Q4 2022 | Q3 2023 | 4 |
PROFESSIONAL PLANNING | 4 | 4 | 0.10% | 0.20% | 0.29% | Q4 2020 | Q3 2021 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.56% | 0.62% | 0.68% | Q4 2022 | Q3 2023 | 4 |
KWB Wealth | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
IAM Advisory, LLC | 4 | 4 | 0.26% | 0.28% | 0.31% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 4 | 4 | 0.53% | 0.63% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Trust Co | 4 | 4 | 2.24% | 3.29% | 3.77% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.25% | 0.27% | 0.33% | Q4 2022 | Q3 2023 | 4 |
FCG ADVISORS, LLC | 2 | 2 | 0.16% | 1.04% | 1.91% | Q3 2019 | Q3 2020 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Richard P Slaughter Associates Inc | 2 | 1 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q4 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.12% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Beacon Pointe Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.03% | 0.13% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
LPWM LLC | 3 | 3 | 0.22% | 0.59% | 1.02% | Q1 2023 | Q3 2023 | 3 |
CFS Investment Advisory Services, LLC | 3 | 3 | 0.02% | 0.29% | 0.82% | Q3 2021 | Q1 2022 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Boothe Investment Group, Inc. | 3 | 3 | 2.06% | 3.80% | 7.22% | Q1 2023 | Q3 2023 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.16% | 1.76% | 3.26% | Q4 2021 | Q3 2023 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.00% | 0.21% | 0.34% | Q2 2022 | Q4 2022 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
Arcus Capital Partners, LLC | 3 | 3 | 0.03% | 0.16% | 0.29% | Q3 2020 | Q1 2021 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.19% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Capital Advisors Wealth Management, LLC | 3 | 3 | 0.10% | 0.15% | 0.17% | Q3 2022 | Q1 2023 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.03% | 0.07% | 0.09% | Q2 2020 | Q4 2020 | 3 |
SigFig Wealth Management, LLC | 3 | 3 | 0.17% | 0.33% | 0.50% | Q1 2023 | Q3 2023 | 3 |
GOFEN & GLOSSBERG LLC /IL/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Ironsides Asset Advisors, LLC | 3 | 3 | 0.94% | 0.99% | 1.07% | Q2 2020 | Q4 2020 | 3 |
Wealth & Pension Services Group, Inc. | 3 | 3 | 0.47% | 0.56% | 0.62% | Q1 2019 | Q3 2019 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AVALON CAPITAL MANAGEMENT | 3 | 3 | 2.01% | 2.26% | 2.41% | Q2 2020 | Q4 2020 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
PARAGON FINANCIAL PARTNERS, INC. | 3 | 3 | 0.56% | 0.59% | 0.64% | Q4 2021 | Q2 2022 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.22% | 0.24% | 0.27% | Q1 2023 | Q3 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2020 | Q3 2020 | 3 |
Rossmore Private Capital | 3 | 3 | 0.10% | 0.17% | 0.25% | Q1 2023 | Q3 2023 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.30% | 2.42% | 5.63% | Q2 2022 | Q4 2022 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2020 | 3 |
Starfox Financial Services, LLC | 3 | 3 | 1.36% | 1.51% | 1.72% | Q1 2023 | Q3 2023 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.19% | 0.23% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Oak Harvest Investment Services | 3 | 3 | 0.18% | 0.79% | 1.30% | Q1 2023 | Q3 2023 | 3 |
Whitegate Investment Counselors, Inc. | 3 | 3 | 0.36% | 0.44% | 0.50% | Q1 2021 | Q3 2021 | 3 |
MIDDLETON & CO INC/MA | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
INTEGRAL INVESTMENT ADVISORS, INC. | 3 | 3 | 0.68% | 0.83% | 0.97% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Alliance LLC | 3 | 3 | 0.00% | 0.24% | 0.36% | Q4 2022 | Q2 2023 | 3 |
SILVERLAKE WEALTH MANAGEMENT LLC | 3 | 3 | 0.65% | 0.77% | 0.87% | Q3 2022 | Q1 2023 | 3 |
Legacy Private Trust Co. | 3 | 3 | 0.02% | 0.20% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Renaissance Technologies | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
GRIES FINANCIAL LLC | 2 | 1 | 0.09% | 0.13% | 0.22% | Q1 2021 | Q4 2021 | 3 |
New Capital Management LP | 2 | 1 | 0.70% | 1.18% | 1.68% | Q4 2022 | Q3 2023 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.19% | 0.23% | 0.31% | Q1 2022 | Q3 2022 | 3 |
Thrive Wealth Management, LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Greenwich Investment Management, Inc. | 2 | 2 | 0.18% | 0.22% | 0.27% | Q4 2021 | Q1 2022 | 2 |
Seed Wealth Management, Inc. | 2 | 2 | 0.96% | 2.02% | 3.08% | Q4 2022 | Q1 2023 | 2 |
Gerber Kawasaki Wealth & Investment Management | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 2.27% | 2.72% | 3.18% | Q1 2020 | Q2 2020 | 2 |
Trexquant Investment LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.96% | 0.96% | 0.97% | Q2 2023 | Q3 2023 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.44% | 0.69% | 0.94% | Q2 2023 | Q3 2023 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Cypress Wealth Advisors LLC | 2 | 2 | 0.34% | 0.37% | 0.40% | Q4 2018 | Q1 2019 | 2 |
Meridian Financial Partners LLC | 2 | 2 | 0.46% | 0.66% | 0.86% | Q4 2022 | Q1 2023 | 2 |
MATRIX ASSET ADVISORS INC/NY | 2 | 2 | 0.32% | 0.40% | 0.48% | Q4 2020 | Q1 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q1 2023 | 2 |
U S GLOBAL INVESTORS INC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q3 2022 | Q4 2022 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 1.42% | 1.49% | 1.56% | Q2 2023 | Q3 2023 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.85% | 0.89% | 0.94% | Q2 2019 | Q3 2019 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.05% | 0.15% | 0.26% | Q4 2019 | Q4 2020 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.28% | 0.28% | 0.29% | Q2 2023 | Q3 2023 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CVA Family Office, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.12% | 1.18% | 2.24% | Q4 2021 | Q1 2022 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Arjuna Capital | 1 | 1 | 0.05% | 0.10% | 0.14% | Q3 2021 | Q1 2023 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2022 | 2 |
Cambridge Advisors Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Oxbow Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
AlphaCore Capital LLC | 2 | 2 | 1.50% | 1.52% | 1.54% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Aletheian Wealth Advisors LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q1 2023 | Q2 2023 | 2 |
RVW Wealth, LLC | 2 | 2 | 0.44% | 0.45% | 0.47% | Q4 2019 | Q1 2020 | 2 |
McCarthy Asset Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.93% | 1.11% | 1.28% | Q2 2023 | Q3 2023 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.40% | 0.44% | 0.48% | Q3 2021 | Q4 2021 | 2 |
Naviter Wealth, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.65% | 0.66% | 0.67% | Q2 2023 | Q3 2023 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Pineno Levin & Ford Asset Management, Inc. | 2 | 2 | 0.10% | 0.11% | 0.13% | Q3 2021 | Q4 2021 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.67% | 1.64% | 2.61% | Q3 2021 | Q1 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q1 2022 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 2 |
Wealthstreet Investment Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Day & Ennis, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2020 | Q2 2020 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Ruggaard & Associates LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Blue Barn Wealth, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2021 | Q3 2021 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Polen Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Spinnaker Investment Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 1.85% | 1.85% | 1.85% | Q2 2022 | Q2 2022 | 1 |
Williams Financial, LLC | 1 | 1 | 5.42% | 5.42% | 5.42% | Q4 2022 | Q4 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2023 | Q4 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Morton Capital Management LLC/CA | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
KRAFT ASSET MANAGEMENT, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2022 | Q3 2022 | 1 |
Souders Financial Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2022 | Q1 2022 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Northwest Capital Management Inc | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2019 | Q1 2019 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 2.62% | 2.62% | 2.62% | Q3 2023 | Q3 2023 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Atria Investments, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2022 | Q4 2022 | 1 |
TERRIL BROTHERS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2021 | Q2 2021 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
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This page lists all the filers that currently own J P MORGAN EXCHANGE-TRADED F or have owned J P MORGAN EXCHANGE-TRADED F in the past.