Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 33 | 33 | 0.00% | 0.22% | 0.59% | Q3 2015 | Q3 2023 | 33 |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
LPL Financial LLC | 32 | 32 | 0.00% | 0.07% | 0.13% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
UBS Group AG | 29 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
CHILTON CAPITAL MANAGEMENT LLC | 27 | 27 | 0.04% | 0.26% | 0.35% | Q1 2017 | Q3 2023 | 27 |
PARSONS CAPITAL MANAGEMENT INC/RI | 27 | 27 | 0.05% | 0.24% | 0.33% | Q1 2017 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.00% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 27 |
ROYAL BANK OF CANADA | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.25% | 0.60% | Q2 2016 | Q3 2023 | 27 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 26 |
Cetera Advisors LLC | 15 | 11 | 0.01% | 0.15% | 0.35% | Q4 2016 | Q3 2023 | 26 |
WELLS FARGO & COMPANY/MN | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 14 | 12 | 0.01% | 0.11% | 0.22% | Q1 2017 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 25 | 25 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Good Life Advisors, LLC | 24 | 24 | 0.06% | 0.17% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Eldridge Investment Advisors, Inc. | 24 | 24 | 0.47% | 0.69% | 1.35% | Q4 2017 | Q3 2023 | 24 |
Coastline Trust Co | 24 | 24 | 0.05% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Sanchez Wealth Management Group | 24 | 24 | 2.80% | 3.25% | 3.60% | Q4 2017 | Q3 2023 | 24 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 24 | 24 | 0.03% | 0.09% | 0.18% | Q3 2017 | Q2 2023 | 24 |
ACG Wealth | 24 | 24 | 0.18% | 1.00% | 2.52% | Q4 2016 | Q3 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.12% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.01% | 0.07% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Baker Ellis Asset Management LLC | 19 | 4 | 0.03% | 1.06% | 2.01% | Q4 2017 | Q3 2023 | 23 |
Capital Advisors, Ltd. LLC | 22 | 22 | 0.01% | 0.42% | 0.60% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.04% | 0.15% | 0.21% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
JPMORGAN CHASE & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 20 | 20 | 0.05% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.11% | 0.13% | 0.15% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.06% | 0.11% | Q4 2017 | Q3 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.18% | 0.28% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.07% | 0.23% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Dynamic Advisor Solutions LLC | 20 | 20 | 0.08% | 0.92% | 1.63% | Q4 2018 | Q3 2023 | 20 |
GRIMES & COMPANY, INC. | 20 | 20 | 0.09% | 0.18% | 0.26% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.01% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.02% | 0.27% | 0.80% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
D.A. DAVIDSON & CO. | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 11 | 7 | 0.01% | 0.77% | 0.99% | Q1 2019 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.00% | 0.05% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.04% | 0.27% | 0.38% | Q2 2019 | Q3 2023 | 18 |
Realta Investment Advisors | 14 | 4 | 0.02% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 17 | 17 | 0.00% | 0.41% | 1.34% | Q3 2019 | Q3 2023 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2019 | 17 |
DAVENPORT & Co LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
COLONY GROUP LLC | 16 | 16 | 0.30% | 0.41% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 16 | 16 | 0.01% | 0.22% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Andesa Financial Management Inc. | 16 | 16 | 0.54% | 1.10% | 1.55% | Q2 2019 | Q1 2023 | 16 |
BLAIR WILLIAM & CO/IL | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.18% | 0.84% | 2.39% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.22% | 0.35% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Wagner Wealth Management, LLC | 10 | 1 | 0.14% | 0.59% | 1.66% | Q4 2017 | Q3 2023 | 15 |
Rossmore Private Capital | 15 | 15 | 0.11% | 0.13% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.14% | 0.76% | Q4 2019 | Q3 2023 | 15 |
LINCOLN NATIONAL CORP | 14 | 1 | 0.01% | 0.03% | 0.18% | Q1 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
ERn Financial, LLC | 15 | 15 | 0.42% | 1.70% | 2.94% | Q1 2020 | Q3 2023 | 15 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.01% | 0.03% | 0.16% | Q2 2020 | Q3 2023 | 14 |
FIFTH THIRD BANCORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
SIGNET FINANCIAL MANAGEMENT, LLC | 14 | 14 | 0.08% | 0.10% | 0.21% | Q2 2020 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 14 |
FDx Advisors, Inc. | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.15% | 0.18% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Trilogy Capital Inc. | 4 | 1 | 0.02% | 0.44% | 1.38% | Q4 2017 | Q4 2022 | 13 |
IAG Wealth Partners, LLC | 13 | 13 | 0.09% | 0.83% | 1.32% | Q3 2020 | Q3 2023 | 13 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 1.30% | 6.30% | 10.60% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.22% | 0.29% | 0.42% | Q4 2020 | Q3 2023 | 12 |
IHT Wealth Management, LLC | 9 | 3 | 0.01% | 0.10% | 0.50% | Q3 2017 | Q2 2023 | 12 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 1 | 0.02% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 12 |
Moloney Securities Asset Management, LLC | 12 | 12 | 0.06% | 0.24% | 0.34% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.32% | 0.60% | 1.27% | Q4 2020 | Q3 2023 | 12 |
ARGI Investment Services, LLC | 9 | 3 | 0.01% | 0.61% | 1.89% | Q4 2017 | Q4 2022 | 12 |
RFG Advisory, LLC | 9 | 3 | 0.01% | 0.03% | 0.10% | Q3 2019 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.09% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.04% | Q1 2019 | Q4 2021 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.00% | 0.88% | 1.15% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.14% | 0.38% | 0.59% | Q1 2019 | Q3 2021 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Choice Wealth Advisors, LLC | 6 | 5 | 4.82% | 6.65% | 7.91% | Q4 2020 | Q3 2023 | 11 |
D.B. Root & Company, LLC | 9 | 2 | 0.12% | 1.14% | 1.64% | Q4 2018 | Q3 2023 | 11 |
Bank of New York Mellon Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 11 |
Weaver Consulting Group | 11 | 11 | 0.11% | 0.16% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Mutual Advisors, LLC | 11 | 11 | 0.04% | 0.19% | 0.64% | Q1 2021 | Q3 2023 | 11 |
Cascade Investment Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Interchange Capital Partners, LLC | 8 | 2 | 0.49% | 0.78% | 0.96% | Q4 2020 | Q3 2023 | 10 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
3D ASSET MANAGEMENT, INC | 10 | 10 | 0.21% | 0.55% | 0.79% | Q2 2018 | Q3 2020 | 10 |
Future Financial Wealth Managment LLC | 10 | 10 | 1.67% | 2.18% | 2.60% | Q4 2020 | Q1 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 10 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 10 |
Linscomb & Williams, Inc. | 9 | 9 | 0.02% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Mascoma Wealth Management LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Financial Management Professionals, Inc. | 9 | 9 | 5.70% | 6.15% | 6.47% | Q3 2021 | Q3 2023 | 9 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.95% | 1.00% | 1.06% | Q3 2021 | Q3 2023 | 9 |
BANK OF NOVA SCOTIA | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Garrett Wealth Advisory Group, LLC | 9 | 9 | 0.44% | 5.71% | 7.01% | Q3 2021 | Q3 2023 | 9 |
Capstone Triton Financial Group, LLC | 9 | 9 | 0.11% | 0.20% | 0.56% | Q4 2020 | Q4 2022 | 9 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 8 | 8 | 0.37% | 0.69% | 1.01% | Q4 2016 | Q3 2018 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Capital Analysts, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 8 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 17.69% | 19.48% | 20.26% | Q4 2021 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 8 |
Well Done, LLC | 8 | 8 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.32% | 0.49% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.20% | 0.24% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.40% | 0.48% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Perennial Investment Advisors, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 0.67% | 0.76% | 0.92% | Q4 2021 | Q3 2023 | 8 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 7 |
Betterment LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.09% | 0.23% | Q1 2022 | Q3 2023 | 7 |
STEPH & CO | 5 | 1 | 0.01% | 0.09% | 0.44% | Q4 2019 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.22% | 0.80% | 1.29% | Q4 2018 | Q2 2020 | 7 |
Advisor OS, LLC | 7 | 7 | 0.08% | 0.23% | 0.42% | Q1 2022 | Q3 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.19% | 0.35% | 0.56% | Q4 2021 | Q3 2023 | 7 |
Granite Bay Wealth Management, LLC | 7 | 7 | 0.93% | 1.32% | 2.39% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 0.49% | 0.91% | 1.03% | Q4 2019 | Q2 2021 | 7 |
North Star Investment Management Corp. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.07% | 0.70% | 1.38% | Q4 2017 | Q1 2019 | 6 |
B. Riley Wealth Advisors, Inc. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
CreativeOne Wealth, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.04% | 0.17% | 0.37% | Q1 2022 | Q3 2023 | 6 |
Epic Trust Investment Advisors, LLC | 6 | 6 | 1.05% | 1.35% | 2.07% | Q2 2022 | Q3 2023 | 6 |
WCG Wealth Advisors LLC | 4 | 1 | 0.04% | 0.12% | 0.17% | Q2 2022 | Q3 2023 | 6 |
J.W. COLE ADVISORS, INC. | 6 | 6 | 0.01% | 0.12% | 0.17% | Q4 2020 | Q1 2022 | 6 |
SigFig Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BlackRock Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
MGO ONE SEVEN LLC | 4 | 2 | 0.02% | 0.09% | 0.22% | Q1 2020 | Q3 2023 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.28% | 0.40% | 0.49% | Q2 2020 | Q2 2023 | 6 |
Wolf Group Capital Advisors | 6 | 6 | 0.11% | 0.12% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Carroll Financial Associates, Inc. | 5 | 1 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q4 2021 | 6 |
Fermata Advisors, LLC | 6 | 6 | 0.23% | 0.38% | 0.52% | Q1 2021 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ENZI WEALTH | 5 | 5 | 6.33% | 13.35% | 19.13% | Q3 2022 | Q3 2023 | 5 |
Empirical Asset Management, LLC | 5 | 5 | 0.83% | 1.10% | 1.42% | Q4 2021 | Q4 2022 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
HARVEST CAPITAL MANAGEMENT INC | 5 | 5 | 1.30% | 2.42% | 3.16% | Q2 2018 | Q2 2019 | 5 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
LAZARD ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
360 Financial, Inc. | 5 | 5 | 0.13% | 0.15% | 0.15% | Q3 2022 | Q3 2023 | 5 |
DWM Financial Group, Inc. | 5 | 5 | 9.34% | 13.04% | 19.61% | Q4 2019 | Q4 2020 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 1 | 0.02% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 5 |
SYNOVUS FINANCIAL CORP | 5 | 5 | 0.00% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 5 | 7.05% | 7.65% | 8.60% | Q3 2022 | Q3 2023 | 5 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Johnson Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ritter Daniher Financial Advisory LLC / DE | 5 | 5 | 0.16% | 0.23% | 0.36% | Q3 2022 | Q3 2023 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Amplius Wealth Advisors, LLC | 4 | 1 | 0.01% | 3.30% | 4.29% | Q4 2021 | Q3 2023 | 5 |
Fragasso Group Inc. | 5 | 5 | 0.32% | 0.47% | 0.69% | Q4 2022 | Q4 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Peregrine Asset Advisers, Inc. | 3 | 1 | 0.09% | 0.10% | 0.10% | Q1 2020 | Q1 2022 | 4 |
Julex Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2022 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.17% | 0.20% | 0.22% | Q1 2018 | Q4 2018 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.07% | 0.08% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.35% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
VICUS CAPITAL | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 4 |
BROWN BROTHERS HARRIMAN & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 0.44% | 0.97% | 1.27% | Q4 2022 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2016 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Brinker Capital Investments, LLC | 4 | 4 | 0.48% | 0.87% | 1.05% | Q1 2019 | Q4 2019 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 4.74% | 5.39% | 5.84% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
FLOW TRADERS U.S. LLC | 4 | 4 | 0.02% | 0.04% | 0.11% | Q2 2021 | Q1 2022 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.16% | 0.21% | Q3 2019 | Q1 2020 | 3 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.23% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
SMITH, MOORE & CO. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q1 2020 | 3 |
Paragon Private Wealth Management, LLC | 3 | 3 | 0.50% | 0.67% | 0.84% | Q1 2023 | Q3 2023 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.01% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2023 | 3 |
V Wealth Advisors LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 1 | 0.02% | 0.07% | 0.10% | Q3 2018 | Q3 2019 | 3 |
PFG Advisors | 3 | 3 | 0.14% | 0.17% | 0.22% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CLEAR INVESTMENT RESEARCH, LLC | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.78% | 0.82% | 0.87% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 3 |
Bouchey Financial Group Ltd | 3 | 3 | 0.39% | 0.40% | 0.41% | Q2 2017 | Q4 2017 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q2 2022 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Tranquility Partners, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2019 | Q1 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
tru Independence LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 2 |
Stonegate Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
CONDOR CAPITAL MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q1 2022 | 2 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Empire Financial Management Company, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q4 2017 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.63% | 0.65% | 0.67% | Q2 2023 | Q3 2023 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Investors Financial Group, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q3 2021 | Q4 2021 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q4 2015 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cooper Financial Group | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Retireful, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2023 | Q2 2023 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Waypoint Wealth Partners Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Smith Anglin Financial, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
KPP Advisory Services LLC | 1 | 1 | 4.57% | 4.57% | 4.57% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own JOHN HANCOCK EXCHANGE TRADED or have owned JOHN HANCOCK EXCHANGE TRADED in the past.