Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AlphaMark Advisors, LLC | 28 | 28 | 0.00% | 0.44% | 2.22% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 28 | 28 | 0.00% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 28 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
CITIGROUP INC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
BANK OF AMERICA CORP /DE/ | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.00% | 0.07% | 0.16% | Q3 2017 | Q3 2023 | 25 |
ATWOOD & PALMER INC | 25 | 25 | 0.09% | 1.58% | 2.94% | Q3 2017 | Q3 2023 | 25 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 25 | 25 | 0.00% | 4.73% | 14.87% | Q3 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.05% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 14 | 11 | 0.01% | 0.07% | 0.13% | Q2 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Financial Enhancement Group LLC | 24 | 24 | 0.00% | 4.81% | 7.53% | Q2 2017 | Q1 2023 | 24 |
Advisory Services Network, LLC | 24 | 24 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
OneDigital Investment Advisors LLC | 24 | 24 | 0.13% | 3.21% | 6.95% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 16 | 1 | 0.00% | 0.01% | 0.10% | Q1 2016 | Q2 2023 | 24 |
MORGAN STANLEY | 24 | 24 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Coastal Bridge Advisors, LLC | 23 | 23 | 0.10% | 3.60% | 6.46% | Q1 2018 | Q3 2023 | 23 |
Brinker Capital Investments, LLC | 23 | 23 | 0.04% | 0.73% | 1.87% | Q2 2017 | Q4 2022 | 23 |
Financial Advocates Investment Management | 23 | 23 | 0.03% | 0.09% | 0.20% | Q1 2018 | Q3 2023 | 23 |
Private Advisor Group, LLC | 23 | 23 | 0.01% | 0.11% | 0.44% | Q1 2018 | Q3 2023 | 23 |
HOWLAND CAPITAL MANAGEMENT LLC | 22 | 22 | 0.45% | 0.65% | 1.02% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Koshinski Asset Management, Inc. | 12 | 3 | 0.09% | 0.17% | 0.30% | Q3 2017 | Q3 2023 | 22 |
Capital Analysts, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 22 | 22 | 0.03% | 0.21% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Quad-Cities Investment Group, LLC | 22 | 22 | 0.07% | 0.62% | 1.49% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Castle Rock Wealth Management, LLC | 19 | 2 | 0.04% | 0.92% | 2.18% | Q2 2018 | Q3 2023 | 21 |
Sage Capital Advisors,llc | 21 | 21 | 0.11% | 0.33% | 0.54% | Q3 2018 | Q3 2023 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.06% | 0.39% | 1.23% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 15 | 6 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 21 |
ACG Wealth | 20 | 20 | 1.32% | 3.32% | 5.75% | Q4 2017 | Q3 2022 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.05% | 0.69% | 2.95% | Q1 2017 | Q4 2021 | 20 |
JANUS HENDERSON GROUP PLC | 19 | 19 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Geneos Wealth Management Inc. | 19 | 19 | 0.00% | 0.10% | 1.21% | Q1 2019 | Q3 2023 | 19 |
UBS Group AG | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 19 |
WP Advisors, LLC | 7 | 1 | 0.07% | 4.26% | 16.63% | Q4 2016 | Q3 2023 | 19 |
MEANS INVESTMENT CO., INC. | 19 | 19 | 0.07% | 0.18% | 0.36% | Q1 2019 | Q3 2023 | 19 |
Sowell Financial Services LLC | 17 | 2 | 0.05% | 0.25% | 0.52% | Q4 2018 | Q3 2023 | 19 |
Titus Wealth Management | 19 | 19 | 4.41% | 6.41% | 8.40% | Q4 2017 | Q2 2022 | 19 |
RAYMOND JAMES TRUST N.A. | 16 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
Field & Main Bank | 11 | 4 | 0.17% | 0.77% | 1.29% | Q4 2017 | Q4 2022 | 19 |
Greenwich Wealth Management LLC | 18 | 1 | 0.07% | 0.24% | 0.36% | Q2 2017 | Q2 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.05% | 0.18% | Q1 2019 | Q3 2023 | 18 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 | 1 | 0.08% | 0.31% | 1.29% | Q2 2018 | Q3 2023 | 18 |
Cetera Advisor Networks LLC | 17 | 17 | 0.00% | 0.04% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Baird Financial Group, Inc. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 17 |
Citadel Advisors | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 17 |
B. Riley Wealth Advisors, Inc. | 17 | 17 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Cetera Advisors LLC | 7 | 3 | 0.01% | 0.18% | 0.53% | Q3 2017 | Q3 2023 | 17 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.00% | 0.08% | 0.13% | Q3 2019 | Q3 2023 | 17 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 17 | 0.06% | 0.21% | 0.54% | Q3 2018 | Q3 2022 | 17 |
OPPENHEIMER & CO INC | 10 | 6 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 16 |
Mariner, LLC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Sargent Bickham Lagudis LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 13.81% | 16.62% | 22.33% | Q4 2019 | Q3 2023 | 16 |
AJ WEALTH STRATEGIES, LLC | 16 | 16 | 0.02% | 0.31% | 0.60% | Q1 2019 | Q4 2022 | 16 |
Engrave Wealth Partners LLC | 16 | 16 | 0.08% | 3.79% | 9.73% | Q4 2019 | Q3 2023 | 16 |
Janney Montgomery Scott LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Strategic Family Wealth Counselors, L.L.C. | 15 | 15 | 0.72% | 1.50% | 2.23% | Q1 2020 | Q3 2023 | 15 |
Schneider Downs Wealth Management Advisors, LP | 15 | 15 | 0.46% | 3.72% | 7.36% | Q1 2020 | Q3 2023 | 15 |
Hamilton Wealth, LLC | 10 | 2 | 0.13% | 1.14% | 3.72% | Q4 2018 | Q2 2023 | 15 |
TEXAS TREASURY SAFEKEEPING TRUST CO | 15 | 15 | 22.15% | 55.24% | 74.32% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Partners, LTD. | 13 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
COURIER CAPITAL LLC | 14 | 14 | 0.89% | 1.98% | 2.71% | Q2 2020 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 13 | 1 | 0.01% | 0.22% | 0.68% | Q2 2017 | Q1 2021 | 14 |
EPG Wealth Management LLC | 10 | 1 | 0.26% | 0.47% | 0.74% | Q4 2019 | Q3 2023 | 14 |
Sequoia Financial Advisors, LLC | 14 | 14 | 0.01% | 0.52% | 1.69% | Q2 2020 | Q3 2023 | 14 |
Kovack Advisors, Inc. | 12 | 2 | 0.03% | 0.05% | 0.11% | Q1 2017 | Q3 2022 | 14 |
Mendel Money Management | 14 | 14 | 0.21% | 0.39% | 0.49% | Q2 2020 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 12 | 2 | 0.02% | 0.11% | 0.18% | Q1 2020 | Q3 2023 | 14 |
Gladstone Institutional Advisory LLC | 14 | 14 | 0.09% | 0.37% | 0.68% | Q2 2020 | Q3 2023 | 14 |
VICUS CAPITAL | 13 | 13 | 0.06% | 0.16% | 0.27% | Q3 2020 | Q3 2023 | 13 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Trust Co | 13 | 13 | 0.23% | 0.38% | 0.92% | Q3 2020 | Q3 2023 | 13 |
Leelyn Smith, LLC | 10 | 1 | 0.00% | 3.48% | 10.84% | Q4 2019 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 9 | 4 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 13 |
MATTERN CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.19% | 0.37% | 0.69% | Q3 2020 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 13 |
Global Retirement Partners, LLC | 7 | 2 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.34% | 0.53% | 0.69% | Q2 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.13% | 0.32% | 0.52% | Q4 2020 | Q3 2023 | 12 |
RFG Advisory, LLC | 7 | 5 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 1.16% | 1.73% | 2.41% | Q1 2019 | Q1 2022 | 12 |
Bedel Financial Consulting, Inc. | 12 | 12 | 0.48% | 6.20% | 9.54% | Q3 2020 | Q2 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.03% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.13% | 2.82% | 4.90% | Q3 2020 | Q2 2023 | 12 |
Renaissance Technologies | 8 | 4 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.01% | 0.08% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.09% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Altus Wealth Group LLC | 12 | 12 | 0.52% | 2.80% | 4.17% | Q4 2020 | Q3 2023 | 12 |
Altus Wealth Management, LLC | 12 | 12 | 0.78% | 1.10% | 1.62% | Q4 2019 | Q3 2022 | 12 |
Simplicity Solutions, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.09% | 2.57% | 8.12% | Q1 2021 | Q3 2023 | 11 |
Peak Asset Management, LLC | 5 | 2 | 0.08% | 0.39% | 0.73% | Q1 2018 | Q3 2023 | 11 |
Anfield Capital Management, LLC | 11 | 11 | 1.26% | 1.73% | 2.00% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 8 | 3 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 11 |
True Link Financial Advisors, LLC | 11 | 11 | 0.06% | 0.15% | 0.19% | Q1 2021 | Q3 2023 | 11 |
PFG Advisors | 11 | 11 | 0.04% | 0.07% | 0.17% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Advisor Group, Inc. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2019 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.31% | 1.20% | Q4 2020 | Q2 2023 | 11 |
DAVENPORT & Co LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 11 | 11 | 0.02% | 0.45% | 1.26% | Q4 2019 | Q2 2022 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q4 2019 | 10 |
Archer Investment Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 10 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 4 | 0.06% | 2.09% | 4.86% | Q2 2020 | Q1 2023 | 10 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
Lido Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q4 2021 | 10 |
NEXT Financial Group, Inc | 8 | 2 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Capstone Triton Financial Group, LLC | 7 | 3 | 0.39% | 1.78% | 2.73% | Q1 2021 | Q3 2023 | 10 |
Spire Wealth Management | 6 | 4 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Oxinas Partners Wealth Management LLC | 10 | 10 | 0.16% | 0.65% | 3.44% | Q2 2021 | Q3 2023 | 10 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.02% | 0.20% | 0.61% | Q4 2020 | Q3 2023 | 10 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Legacy Capital Wealth Partners, LLC | 7 | 1 | 0.08% | 0.14% | 0.20% | Q1 2021 | Q3 2023 | 9 |
Compass Advisory Group LLC | 9 | 9 | 0.94% | 2.51% | 3.18% | Q4 2020 | Q4 2022 | 9 |
Advisors Asset Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.24% | 0.36% | 0.67% | Q4 2020 | Q4 2022 | 9 |
Loveless Wealth Management LLC | 9 | 9 | 0.21% | 0.42% | 0.50% | Q2 2020 | Q2 2022 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.11% | 0.32% | Q4 2020 | Q3 2023 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.27% | 0.93% | 1.33% | Q4 2021 | Q4 2023 | 9 |
Sigma Planning Corp | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
TSFG, LLC | 9 | 9 | 0.01% | 0.08% | 0.12% | Q2 2021 | Q2 2023 | 9 |
Pensionmark Financial Group, LLC | 9 | 9 | 0.06% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Snowden Capital Advisors LLC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.09% | 0.42% | Q2 2021 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.45% | 1.04% | 1.41% | Q4 2019 | Q4 2021 | 9 |
RPg Family Wealth Advisory, LLC | 6 | 2 | 0.07% | 0.72% | 1.61% | Q3 2020 | Q3 2022 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 8 |
DEUTSCHE BANK AG\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 8 |
Mutual Advisors, LLC | 5 | 3 | 0.01% | 0.26% | 0.77% | Q2 2020 | Q3 2023 | 8 |
Creative Planning | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Atria Investments, Inc | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2022 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.26% | 0.36% | 0.47% | Q4 2021 | Q3 2023 | 8 |
6 Meridian | 8 | 8 | 0.69% | 1.04% | 1.30% | Q1 2020 | Q4 2021 | 8 |
Main Street Financial Solutions, LLC | 8 | 8 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q3 2022 | 8 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.16% | 0.30% | 0.41% | Q3 2020 | Q2 2023 | 8 |
Freedom Investment Management, Inc. | 7 | 1 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.26% | 0.52% | 1.80% | Q4 2021 | Q3 2023 | 8 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 5.39% | 6.43% | 8.02% | Q4 2021 | Q3 2023 | 8 |
Arcus Capital Partners, LLC | 8 | 8 | 0.11% | 0.23% | 0.56% | Q4 2016 | Q3 2018 | 8 |
HYA Advisors, Inc | 8 | 8 | 0.54% | 0.73% | 0.98% | Q3 2020 | Q2 2022 | 8 |
Bensler, LLC | 8 | 8 | 1.70% | 5.11% | 7.33% | Q4 2021 | Q3 2023 | 8 |
Stratos Investment Management, LLC | 8 | 8 | 0.06% | 0.15% | 0.31% | Q3 2020 | Q2 2022 | 8 |
IAG Wealth Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 8 |
HOWARD WEALTH MANAGEMENT, LLC | 7 | 7 | 0.19% | 0.31% | 0.39% | Q3 2020 | Q1 2022 | 7 |
KMG FIDUCIARY PARTNERS, LLC | 6 | 1 | 0.06% | 0.62% | 0.95% | Q4 2020 | Q3 2023 | 7 |
Thrive Capital Management, LLC | 7 | 7 | 0.21% | 1.28% | 3.43% | Q4 2020 | Q2 2022 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 1.18% | 5.27% | 9.74% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Eldridge Investment Advisors, Inc. | 7 | 7 | 0.31% | 0.70% | 0.95% | Q2 2020 | Q4 2021 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Emerald Advisors, LLC | 7 | 7 | 0.27% | 0.36% | 0.45% | Q1 2020 | Q3 2021 | 7 |
Farmers & Merchants Trust Co of Long Beach | 4 | 3 | 0.06% | 0.12% | 0.22% | Q2 2021 | Q3 2023 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 7 |
CALTON & ASSOCIATES, INC. | 6 | 1 | 0.08% | 0.26% | 0.76% | Q2 2018 | Q3 2023 | 7 |
Pinnacle Advisory Group, Inc. | 7 | 7 | 0.04% | 1.02% | 2.20% | Q3 2019 | Q1 2021 | 7 |
CRA Financial Services, LLC | 7 | 7 | 0.14% | 0.17% | 0.20% | Q4 2020 | Q2 2022 | 7 |
SFMG, LLC | 5 | 2 | 0.05% | 0.25% | 0.48% | Q3 2017 | Q3 2023 | 7 |
WFA Asset Management Corp | 7 | 7 | 0.01% | 0.90% | 2.15% | Q1 2022 | Q3 2023 | 7 |
Smart Money Group LLC | 7 | 7 | 3.09% | 4.38% | 5.72% | Q1 2019 | Q3 2020 | 7 |
Trail Ridge Investment Advisors, LLC | 6 | 6 | 0.21% | 0.58% | 0.74% | Q2 2022 | Q3 2023 | 6 |
Belpointe Asset Management LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q2 2021 | Q1 2023 | 6 |
Navis Wealth Advisors, LLC | 6 | 6 | 0.70% | 2.13% | 3.24% | Q4 2020 | Q1 2022 | 6 |
OneAscent Wealth Management LLC | 5 | 1 | 0.10% | 0.28% | 0.65% | Q3 2021 | Q1 2023 | 6 |
Ferris Capital, LLC | 3 | 3 | 1.39% | 1.91% | 2.22% | Q3 2020 | Q1 2022 | 6 |
Clearstead Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
CAZ INVESTMENTS LP | 6 | 6 | 0.18% | 2.22% | 6.17% | Q3 2020 | Q4 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Wealthcare Advisory Partners LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 6 |
Winfield Associates, Inc. | 6 | 6 | 0.15% | 0.28% | 0.33% | Q4 2020 | Q1 2022 | 6 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.07% | 0.34% | Q1 2019 | Q1 2022 | 6 |
Probity Advisors, Inc. | 5 | 1 | 0.08% | 0.10% | 0.11% | Q3 2020 | Q1 2022 | 6 |
Biechele Royce Advisors | 6 | 6 | 0.32% | 1.82% | 2.69% | Q4 2017 | Q1 2019 | 6 |
ProVise Management Group, LLC | 6 | 6 | 0.19% | 0.29% | 0.40% | Q2 2022 | Q3 2023 | 6 |
ROVIN CAPITAL /UT/ /ADV | 6 | 6 | 0.29% | 0.79% | 1.31% | Q3 2020 | Q4 2021 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.05% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Stonebridge Financial Planning Group, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 6 |
Cedar Mountain Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.21% | 0.36% | 0.53% | Q4 2020 | Q1 2022 | 6 |
WEALTHSOURCE PARTNERS, LLC | 5 | 1 | 0.02% | 0.08% | 0.12% | Q3 2020 | Q1 2022 | 6 |
Ballew Advisors, Inc | 6 | 6 | 0.67% | 0.89% | 1.12% | Q2 2022 | Q3 2023 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Kathmere Capital Management, LLC | 6 | 6 | 0.04% | 0.35% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Sage Advisory Services, Ltd.Co. | 6 | 6 | 0.14% | 0.77% | 2.69% | Q1 2020 | Q2 2021 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.02% | 0.14% | 0.30% | Q2 2022 | Q3 2023 | 6 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
BESSEMER GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 5 | 5 | 0.13% | 0.39% | 0.94% | Q4 2020 | Q4 2021 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Pallas Capital Advisors LLC | 5 | 5 | 0.12% | 0.54% | 1.00% | Q3 2022 | Q3 2023 | 5 |
Catalyst Capital Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
US BANCORP \DE\ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 5 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 5 | 5 | 0.07% | 0.12% | 0.14% | Q4 2017 | Q4 2018 | 5 |
Strategic Blueprint, LLC | 5 | 5 | 0.10% | 0.15% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Tradition Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 5 |
Accel Wealth Management | 5 | 5 | 2.21% | 4.26% | 6.18% | Q3 2022 | Q3 2023 | 5 |
Dakota Wealth Management | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Crumly & Associates Inc. | 4 | 1 | 0.44% | 1.16% | 2.86% | Q4 2019 | Q2 2021 | 5 |
AE Wealth Management LLC | 3 | 2 | 0.00% | 0.18% | 0.65% | Q4 2021 | Q3 2023 | 5 |
Cornerstone Wealth Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
New England Private Wealth Advisors LLC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q1 2021 | 5 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 4 |
American Portfolios Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
StrategIQ Financial Group, LLC | 4 | 4 | 0.03% | 0.17% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.05% | 0.13% | Q3 2021 | Q1 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2021 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.45% | 0.66% | 0.90% | Q4 2018 | Q3 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
WESPAC Advisors SoCal, LLC | 4 | 4 | 0.27% | 0.65% | 1.07% | Q4 2022 | Q3 2023 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Avior Wealth Management, LLC | 4 | 4 | 0.09% | 0.16% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.16% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Atlas Private Wealth Management, LLC | 4 | 4 | 0.90% | 1.01% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Masso Torrence Wealth Management Inc. | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2021 | Q3 2022 | 4 |
Live Oak Investment Partners | 4 | 4 | 2.77% | 2.89% | 2.98% | Q4 2022 | Q3 2023 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.01% | 0.19% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.54% | 1.05% | 1.63% | Q3 2022 | Q2 2023 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.08% | 0.28% | 0.46% | Q2 2022 | Q1 2023 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 1.30% | 1.92% | 2.54% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.10% | 0.18% | Q3 2019 | Q2 2023 | 4 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2020 | Q3 2021 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.20% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q1 2023 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Virginia National Bank | 4 | 4 | 1.38% | 1.57% | 1.88% | Q4 2022 | Q3 2023 | 4 |
Providence Wealth Advisors, LLC | 4 | 4 | 0.52% | 0.54% | 0.57% | Q2 2022 | Q1 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Redwood Financial Network Corp | 3 | 3 | 0.67% | 1.06% | 1.62% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 3 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 2.75% | 7.89% | 13.80% | Q2 2019 | Q3 2020 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
TRUST CO OF OKLAHOMA | 3 | 3 | 0.13% | 0.24% | 0.33% | Q4 2022 | Q2 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q2 2023 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Csenge Advisory Group | 1 | 1 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 3 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 3 | 3 | 0.76% | 0.79% | 0.85% | Q4 2022 | Q2 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q1 2021 | 3 |
Affiance Financial, LLC | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2018 | Q3 2018 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Benchmark Wealth Management, LLC | 3 | 3 | 0.52% | 0.56% | 0.60% | Q2 2020 | Q4 2020 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cresset Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Financial Futures Ltd Liability Co. | 3 | 3 | 0.65% | 2.14% | 4.58% | Q2 2022 | Q4 2022 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.57% | 0.69% | 0.76% | Q1 2021 | Q3 2021 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.85% | 0.85% | 0.86% | Q1 2022 | Q3 2022 | 3 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 3 |
Occidental Asset Management, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2018 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 1.77% | 1.82% | 1.92% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 3 |
Asset Allocation Strategies LLC | 2 | 1 | 0.84% | 0.92% | 0.99% | Q4 2022 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Lifeworks Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q2 2022 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Buck Wealth Strategies, LLC | 1 | 1 | 1.58% | 1.68% | 1.78% | Q3 2022 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.14% | 0.22% | 0.30% | Q2 2023 | Q3 2023 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Wayfinding Financial, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2022 | 2 |
Catamount Wealth Management | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OAK HARBOR WEALTH PARTNERS, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Nilsine Partners, LLC | 2 | 2 | 0.64% | 1.39% | 2.14% | Q1 2023 | Q2 2023 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.21% | 0.30% | 0.39% | Q2 2019 | Q4 2019 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.44% | 1.63% | 1.83% | Q4 2021 | Q1 2022 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Column Capital Advisors, LLC | 2 | 2 | 0.06% | 0.21% | 0.37% | Q3 2020 | Q4 2020 | 2 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.39% | 0.40% | 0.41% | Q2 2020 | Q4 2020 | 2 |
Claret Asset Management Corp | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.12% | 0.23% | Q1 2018 | Q4 2020 | 2 |
SimpliFi, Inc. | 2 | 2 | 7.70% | 7.79% | 7.89% | Q4 2020 | Q1 2021 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
tru Independence LLC | 1 | 1 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q3 2021 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
B & T Capital Management DBA Alpha Capital Management | 2 | 2 | 0.08% | 0.10% | 0.13% | Q3 2020 | Q4 2020 | 2 |
FundX Investment Group, LLC | 2 | 2 | 5.83% | 6.33% | 6.83% | Q4 2018 | Q1 2019 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q1 2017 | 2 |
Wall Capital Group, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2017 | Q2 2017 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Key Client Fiduciary Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2021 | Q4 2021 | 1 |
Advisor Resource Council | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Private Wealth Advisors, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
INTRUST BANK NA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Purus Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Great Point Wealth Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kingdom Financial Group LLC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
COREPATH WEALTH PARTNERS LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2020 | Q2 2020 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 2.03% | 2.03% | 2.03% | Q3 2022 | Q3 2022 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 3.72% | 3.72% | 3.72% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Key FInancial Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2018 | Q4 2018 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
B.O.S.S. Retirement Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
BSW Wealth Partners | 1 | 1 | 2.73% | 2.73% | 2.73% | Q3 2018 | Q3 2018 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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This page lists all the filers that currently own JANUS DETROIT STR TR or have owned JANUS DETROIT STR TR in the past.