Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 55 |
Tortoise Investment Management, LLC | 44 | 44 | 0.15% | 0.32% | 0.54% | Q4 2012 | Q3 2023 | 44 |
MARTIN & CO INC /TN/ | 42 | 42 | 0.31% | 0.55% | 0.86% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.04% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Transamerica Financial Advisors, Inc. | 42 | 42 | 0.44% | 0.78% | 1.96% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Camelot Portfolios, LLC | 42 | 42 | 0.14% | 0.48% | 1.09% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 42 | 42 | 0.23% | 1.15% | 9.40% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITE PINE CAPITAL LLC | 42 | 42 | 0.06% | 0.22% | 1.74% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 41 | 41 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28 | 13 | 0.07% | 0.24% | 0.50% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 5 | 0.00% | 0.16% | 0.47% | Q1 2014 | Q3 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 37 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.02% | 0.09% | 0.33% | Q4 2013 | Q3 2023 | 39 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 9 | 0.01% | 0.08% | 0.46% | Q2 2014 | Q4 2023 | 38 |
Allworth Financial LP | 37 | 37 | 0.00% | 0.10% | 1.33% | Q3 2014 | Q3 2023 | 37 |
Regal Investment Advisors LLC | 37 | 37 | 0.01% | 0.09% | 0.52% | Q3 2014 | Q3 2023 | 37 |
Checchi Capital Advisers, LLC | 36 | 36 | 0.05% | 0.14% | 0.32% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
IndexIQ Advisors LLC | 36 | 36 | 0.05% | 0.65% | 2.12% | Q2 2013 | Q1 2022 | 36 |
CIBC WORLD MARKET INC. | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Pure Financial Advisors, LLC | 22 | 4 | 0.08% | 0.20% | 0.27% | Q1 2014 | Q4 2023 | 35 |
CITIGROUP INC | 33 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 34 |
RAYMOND JAMES & ASSOCIATES | 19 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 34 |
BLAIR WILLIAM & CO/IL | 23 | 9 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.00% | 0.23% | 0.60% | Q4 2015 | Q3 2023 | 32 |
Texas Yale Capital Corp. | 32 | 32 | 0.04% | 0.11% | 0.31% | Q4 2015 | Q3 2023 | 32 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 25 | 1 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 32 |
Bank of New York Mellon Corp | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
WESCAP Management Group, Inc. | 31 | 31 | 0.42% | 0.85% | 1.49% | Q1 2016 | Q3 2023 | 31 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.03% | 0.08% | 0.18% | Q2 2016 | Q3 2023 | 30 |
Mariner, LLC | 14 | 6 | 0.01% | 0.11% | 1.88% | Q2 2013 | Q3 2023 | 30 |
AMERIPRISE FINANCIAL INC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Kalos Management, Inc. | 25 | 3 | 0.02% | 0.56% | 1.20% | Q4 2015 | Q2 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 28 |
JPMORGAN CHASE & CO | 20 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
First Command Bank | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 27 |
SYNOVUS FINANCIAL CORP | 16 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 26 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 26 |
AXA S.A. | 26 | 26 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2019 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.05% | 0.76% | 2.06% | Q2 2017 | Q3 2023 | 25 |
STIFEL FINANCIAL CORP | 24 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2021 | 25 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q2 2023 | 25 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q2 2020 | 24 |
MainStreet Investment Advisors LLC | 24 | 24 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 18 | 6 | 0.16% | 0.77% | 1.25% | Q4 2014 | Q3 2023 | 24 |
WRAPMANAGER INC | 17 | 7 | 0.06% | 0.11% | 0.14% | Q4 2015 | Q1 2022 | 24 |
Kohmann Bosshard Financial Services, LLC | 21 | 2 | 0.05% | 1.11% | 1.71% | Q4 2016 | Q3 2022 | 23 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 23 | 23 | 0.01% | 0.03% | 0.11% | Q1 2018 | Q3 2023 | 23 |
MML INVESTORS SERVICES, LLC | 14 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
GOLDMAN SACHS GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q1 2022 | 22 |
Brown Advisory Securities, LLC | 22 | 22 | 0.05% | 0.18% | 0.34% | Q2 2013 | Q3 2018 | 22 |
Patriot Financial Group Insurance Agency, LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 22 |
Cassaday & Co Inc. | 13 | 1 | 0.00% | 0.35% | 3.43% | Q4 2014 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.02% | 0.26% | Q3 2016 | Q3 2021 | 21 |
Ballentine Partners, LLC | 18 | 3 | 0.02% | 0.12% | 0.25% | Q4 2014 | Q1 2020 | 21 |
BlackRock Inc. | 15 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 20 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.08% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Omega Financial Group, LLC | 20 | 20 | 0.25% | 0.58% | 0.95% | Q4 2018 | Q3 2023 | 20 |
Great Point Wealth Advisors, LLC | 20 | 20 | 1.27% | 1.84% | 2.40% | Q4 2018 | Q3 2023 | 20 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
FMR LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 19 |
Cambridge Investment Research Advisors, Inc. | 11 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
HANCOCK WHITNEY CORP | 5 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 19 |
Parallel Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2022 | 19 |
GLENMEDE TRUST CO NA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
RPg Family Wealth Advisory, LLC | 10 | 8 | 0.57% | 0.97% | 1.19% | Q1 2019 | Q3 2023 | 18 |
B. Riley Wealth Management, Inc. | 16 | 2 | 0.00% | 0.49% | 1.37% | Q1 2015 | Q2 2022 | 18 |
First Allied Advisory Services, Inc. | 11 | 1 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2019 | 18 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.08% | 0.37% | Q1 2015 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
SEI INVESTMENTS CO | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 17 |
SMITH, MOORE & CO. | 15 | 1 | 0.08% | 0.11% | 0.24% | Q1 2016 | Q3 2023 | 16 |
Merriman Wealth Management, LLC | 7 | 2 | 0.11% | 0.34% | 0.74% | Q3 2013 | Q4 2021 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
RAND WEALTH, LLC | 16 | 16 | 0.04% | 0.09% | 0.13% | Q4 2014 | Q3 2018 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
Financial Strategies Group, Inc. | 16 | 16 | 0.55% | 0.64% | 0.71% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2021 | 16 |
Outlook Wealth Advisors, LLC | 11 | 5 | 0.08% | 0.14% | 0.45% | Q4 2018 | Q4 2022 | 16 |
Capital Analysts, LLC | 16 | 16 | 0.00% | 0.01% | 0.07% | Q4 2012 | Q3 2016 | 16 |
AdvisorNet Financial, Inc | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.11% | 0.19% | 0.33% | Q1 2020 | Q4 2023 | 15 |
AE Wealth Management LLC | 13 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Walkner Condon Financial Advisors LLC | 8 | 7 | 0.30% | 0.47% | 0.86% | Q4 2019 | Q3 2023 | 15 |
M&T BANK CORP | 12 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 1.14% | 1.59% | 2.07% | Q4 2019 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
Relaxing Retirement Coach | 15 | 15 | 0.17% | 2.11% | 2.97% | Q4 2017 | Q2 2021 | 15 |
Rehmann Capital Advisory Group | 14 | 1 | 0.02% | 0.03% | 0.08% | Q2 2011 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.01% | 0.38% | 0.90% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
VISTA INVESTMENT MANAGEMENT | 11 | 3 | 0.13% | 0.70% | 1.04% | Q4 2017 | Q3 2023 | 14 |
Retirement Planning Group, LLC | 14 | 14 | 0.08% | 0.74% | 1.04% | Q2 2013 | Q3 2016 | 14 |
INNEALTA CAPITAL, LLC | 14 | 14 | 1.00% | 1.59% | 3.21% | Q4 2018 | Q1 2022 | 14 |
Continuum Advisory, LLC | 13 | 13 | 0.44% | 0.70% | 0.89% | Q1 2017 | Q1 2020 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
WP Advisors, LLC | 13 | 13 | 0.99% | 1.49% | 2.12% | Q4 2016 | Q4 2019 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 13 |
CABOT WEALTH MANAGEMENT INC | 12 | 12 | 0.18% | 0.27% | 0.33% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Choate Investment Advisors | 12 | 12 | 0.02% | 0.67% | 1.73% | Q2 2013 | Q1 2016 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.05% | 0.11% | 0.20% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Clark Capital Management Group, Inc. | 8 | 4 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q2 2021 | 12 |
Global Financial Private Capital, Inc | 12 | 12 | 0.00% | 0.13% | 0.17% | Q1 2017 | Q4 2019 | 12 |
180 WEALTH ADVISORS, LLC | 12 | 12 | 0.08% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Essex Financial Services, Inc. | 10 | 1 | 0.03% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 12 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2020 | 11 |
AVIVA PLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q4 2018 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Financial Advocates Investment Management | 9 | 2 | 0.05% | 0.12% | 0.22% | Q4 2017 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Madden Advisory Services, Inc. | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 10 | 10 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2015 | 10 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 10 | 10 | 0.00% | 0.28% | 0.77% | Q2 2013 | Q3 2015 | 10 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q1 2017 | 10 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 10 | 10 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q1 2020 | 10 |
Freestone Capital Holdings, LLC | 8 | 2 | 0.00% | 0.20% | 0.75% | Q2 2018 | Q4 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Manchester Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
PALLADIUM PARTNERS LLC | 10 | 10 | 0.03% | 0.28% | 0.68% | Q2 2013 | Q3 2015 | 10 |
Sowell Financial Services LLC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 10 |
STATE STREET CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 10 |
Crestone Asset Management LLC | 10 | 10 | 0.40% | 0.88% | 1.15% | Q2 2021 | Q3 2023 | 10 |
Klingman & Associates, LLC | 10 | 10 | 0.08% | 0.10% | 0.11% | Q4 2016 | Q1 2019 | 10 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.06% | 0.23% | Q2 2016 | Q2 2023 | 9 |
Paracle Advisors, LLC | 5 | 4 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q1 2021 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.00% | 0.06% | 0.11% | Q4 2020 | Q4 2022 | 9 |
Capital Investment Advisory Services, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
CAPE ANN SAVINGS BANK | 9 | 9 | 0.31% | 0.46% | 0.72% | Q3 2014 | Q3 2016 | 9 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 9 | 9 | 0.93% | 28.49% | 54.82% | Q4 2016 | Q4 2018 | 9 |
FINANCIAL CONSULATE, INC | 8 | 1 | 0.17% | 0.22% | 0.25% | Q4 2014 | Q3 2018 | 9 |
BROWN ADVISORY INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Daiwa SB Investments Ltd. | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2018 | 9 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.55% | 0.76% | 0.82% | Q4 2021 | Q3 2023 | 8 |
CONNABLE OFFICE INC | 8 | 8 | 0.12% | 0.32% | 0.51% | Q2 2013 | Q1 2015 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.44% | 0.47% | 0.55% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.61% | 0.74% | 0.82% | Q4 2021 | Q3 2023 | 8 |
CT Financial Advisors LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2016 | 8 |
Lattice Strategies LLC | 8 | 8 | 0.14% | 0.53% | 0.80% | Q2 2013 | Q1 2015 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 1.58% | 1.80% | 2.24% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
MGO ONE SEVEN LLC | 4 | 1 | 0.00% | 0.10% | 0.22% | Q4 2017 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Index Fund Advisors, Inc. | 4 | 3 | 0.03% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Diligent Investors, LLC | 7 | 7 | 0.11% | 0.29% | 0.34% | Q4 2017 | Q2 2019 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 7 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Valtinson Bruner Financial Planning LLC | 7 | 7 | 0.20% | 0.26% | 0.37% | Q3 2019 | Q1 2021 | 7 |
Parcion Private Wealth LLC | 7 | 7 | 0.05% | 0.90% | 1.49% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
RATIONAL ADVISORS LLC | 7 | 7 | 0.10% | 0.19% | 0.27% | Q4 2010 | Q2 2012 | 7 |
AFAM CAPITAL, INC. | 7 | 7 | 0.34% | 0.57% | 0.85% | Q3 2016 | Q1 2018 | 7 |
Addison Advisors LLC | 7 | 7 | 0.01% | 0.14% | 0.26% | Q1 2022 | Q3 2023 | 7 |
BLUESTEIN R H & CO LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
RFG Advisory, LLC | 4 | 3 | 0.04% | 0.14% | 0.37% | Q3 2017 | Q4 2020 | 7 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.23% | 0.70% | Q2 2013 | Q3 2019 | 7 |
FIFTH THIRD BANCORP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 7 |
WFG Advisors, LP | 5 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2017 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q3 2023 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Rockefeller Capital Management L.P. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 6 |
LMCG INVESTMENTS, LLC | 6 | 6 | 0.17% | 0.18% | 0.20% | Q1 2014 | Q2 2015 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q4 2022 | 6 |
Hillsdale Investment Management Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
Triangle Securities Wealth Management | 6 | 6 | 0.16% | 0.23% | 0.30% | Q2 2013 | Q3 2014 | 6 |
RiverFront Investment Group, LLC | 6 | 6 | 0.73% | 2.36% | 4.26% | Q1 2010 | Q2 2011 | 6 |
SAGE FINANCIAL GROUP INC | 6 | 6 | 0.08% | 0.15% | 0.19% | Q4 2018 | Q1 2020 | 6 |
CAPTRUST FINANCIAL ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 6 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.05% | 0.09% | Q3 2014 | Q3 2017 | 6 |
COLONY GROUP LLC | 6 | 6 | 0.00% | 0.18% | 0.85% | Q3 2014 | Q4 2015 | 6 |
SNS Financial Group, LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q4 2022 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2015 | 6 |
JOHN G ULLMAN & ASSOCIATES INC | 6 | 6 | 0.39% | 0.86% | 1.06% | Q3 2018 | Q4 2019 | 6 |
Symmetry Partners, LLC | 3 | 3 | 0.09% | 0.15% | 0.33% | Q4 2016 | Q3 2018 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.01% | 0.01% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Integrated Advisors Network LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Wealthspire Advisors, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Johnson Financial Group, LLC | 2 | 1 | 0.03% | 0.42% | 1.58% | Q4 2018 | Q3 2023 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 5 |
Faithward Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Sepio Capital, LP | 5 | 5 | 0.12% | 0.23% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Chicago Partners Investment Group LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2019 | 5 |
LEGG MASON, INC. | 5 | 5 | 0.74% | 4.94% | 6.73% | Q3 2016 | Q3 2017 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Certified Advisory Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
NAPLES GLOBAL ADVISORS, LLC | 4 | 1 | 0.03% | 0.12% | 0.15% | Q4 2013 | Q4 2021 | 5 |
ENCOMPASS WEALTH ADVISORS, LLC | 5 | 5 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.50% | 1.23% | 1.91% | Q2 2013 | Q2 2014 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.09% | 0.14% | Q3 2014 | Q3 2015 | 5 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Virtu Financial LLC | 4 | 1 | 0.03% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 5 |
FINANCIAL COUNSELORS INC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
MISSION WEALTH MANAGEMENT, LP | 4 | 1 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q4 2017 | 5 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 5 |
CWM, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.03% | 0.07% | Q1 2018 | Q1 2019 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Friedenthal Financial | 4 | 4 | 0.53% | 0.55% | 0.56% | Q2 2017 | Q1 2018 | 4 |
Yorktown Management & Research Co Inc | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q2 2015 | 4 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
FundX Investment Group, LLC | 3 | 1 | 0.19% | 1.20% | 2.06% | Q3 2014 | Q2 2017 | 4 |
BOSTON FINANCIAL MANGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Brookstone Capital Management | 4 | 4 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Pinnacle Bancorp, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.20% | 0.26% | 0.31% | Q3 2017 | Q2 2018 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Cambria Investment Management, L.P. | 2 | 1 | 0.06% | 0.11% | 0.15% | Q2 2015 | Q1 2017 | 4 |
TOMPKINS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Shore Point Advisors, LLC | 4 | 4 | 0.28% | 0.29% | 0.30% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 1 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q1 2016 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2021 | Q2 2022 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.05% | 0.07% | Q3 2015 | Q2 2016 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WADDELL & ASSOCIATES, LLC | 4 | 4 | 4.25% | 4.33% | 4.40% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2020 | Q3 2021 | 4 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.03% | 0.05% | 0.11% | Q4 2022 | Q3 2023 | 4 |
HSBC HOLDINGS PLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2012 | Q4 2012 | 4 |
MD Financial Management Inc. | 2 | 1 | 0.20% | 0.35% | 0.72% | Q2 2019 | Q4 2020 | 4 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q1 2019 | 4 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2015 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.04% | 0.05% | Q1 2018 | Q1 2020 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.36% | 0.39% | 0.44% | Q4 2022 | Q3 2023 | 4 |
RIVERSVILLE CAPITAL, INC. | 4 | 4 | 0.16% | 0.29% | 0.70% | Q2 2013 | Q1 2014 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.00% | 0.23% | 0.32% | Q4 2018 | Q3 2019 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Glacier Peak Capital LLC | 3 | 1 | 0.11% | 0.19% | 0.25% | Q4 2014 | Q4 2016 | 4 |
Investment Advisory Group, LLC | 3 | 1 | 0.10% | 0.16% | 0.19% | Q4 2021 | Q2 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.31% | 0.34% | 0.36% | Q4 2021 | Q3 2022 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.08% | 0.28% | 0.40% | Q4 2019 | Q3 2020 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Chevy Chase Trust Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Detwiler Fenton Investment Management LLC | 3 | 3 | 0.14% | 0.17% | 0.20% | Q4 2010 | Q2 2011 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q2 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Farther Finance Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 2.10% | 2.18% | 2.30% | Q2 2018 | Q4 2018 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2021 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.35% | 0.39% | 0.48% | Q1 2023 | Q3 2023 | 3 |
SRS Capital Advisors, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.11% | 0.26% | 0.36% | Q2 2020 | Q4 2020 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q2 2019 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 3 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 2.81% | 3.50% | 3.95% | Q1 2023 | Q3 2023 | 3 |
EAGLE GLOBAL ADVISORS LLC | 3 | 3 | 0.13% | 0.19% | 0.25% | Q2 2014 | Q4 2014 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q1 2021 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.10% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
BlackRock Institutional Trust Company, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.04% | 0.18% | 0.39% | Q2 2013 | Q4 2013 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 5.89% | 6.52% | 7.07% | Q1 2013 | Q3 2013 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Sensible Financial Planning & Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
Peak Asset Management, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2015 | Q2 2015 | 2 |
Montis Financial, LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q1 2021 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2014 | Q3 2014 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Zullo Investment Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Affiance Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
NKCFO LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q2 2019 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.11% | 0.22% | 0.33% | Q2 2014 | Q3 2014 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
JFG Wealth Management, LLC | 1 | 1 | 0.22% | 0.34% | 0.46% | Q4 2018 | Q3 2022 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2020 | 2 |
Bray Capital Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.09% | 0.18% | Q4 2020 | Q4 2021 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2018 | Q2 2018 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
Family Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.31% | 0.31% | 0.32% | Q3 2023 | Q4 2023 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2018 | 2 |
Red Cedar Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2017 | Q1 2017 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2016 | Q4 2016 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TFG Advisers LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 4.26% | 4.26% | 4.26% | Q2 2014 | Q2 2014 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2016 | Q3 2016 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2019 | Q4 2019 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Atria Investments, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cypress Capital Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Glovista Investments LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2014 | Q2 2014 | 1 |
Osbon Capital Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2020 | Q1 2020 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WealthCare Investment Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2010 | Q3 2010 | 1 |
Aries Wealth Management | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Willow Street Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
CLIENT 1ST ADVISORY GROUP, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2019 | Q4 2019 | 1 |
Financial Futures Ltd Liability Co. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own SPDR INDEX SHS FDS or have owned SPDR INDEX SHS FDS in the past.