Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.61% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.13% | 0.23% | 0.38% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CAPTRUST FINANCIAL ADVISORS | 42 | 42 | 0.01% | 0.09% | 1.65% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CAMBRIDGE TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.53% | 1.36% | 3.13% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.68% | 2.33% | 4.61% | Q2 2013 | Q3 2023 | 42 |
Courage Miller Partners, LLC | 41 | 41 | 1.40% | 2.11% | 3.40% | Q3 2013 | Q3 2023 | 41 |
BAILARD, INC. | 31 | 10 | 0.02% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 41 |
FORVIS Wealth Advisors, LLC | 41 | 41 | 0.12% | 0.62% | 1.45% | Q3 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.10% | 0.32% | 0.58% | Q4 2013 | Q4 2023 | 41 |
BANK OF MONTREAL /CAN/ | 31 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.52% | 1.51% | 1.97% | Q4 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 7 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 40 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.02% | 0.07% | 0.21% | Q2 2014 | Q3 2023 | 38 |
HOWE & RUSLING INC | 38 | 38 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 38 |
BALASA DINVERNO & FOLTZ LLC | 38 | 38 | 0.05% | 0.35% | 1.10% | Q2 2013 | Q3 2022 | 38 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 36 | 36 | 2.88% | 6.93% | 11.60% | Q4 2014 | Q3 2023 | 36 |
STATE STREET CORP | 35 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 36 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 36 | 36 | 0.14% | 1.38% | 5.33% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
FINANCIAL COUNSELORS INC | 28 | 6 | 0.02% | 0.05% | 0.07% | Q1 2015 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 30 | 4 | 0.00% | 0.08% | 0.38% | Q1 2015 | Q3 2023 | 34 |
Krilogy Financial LLC | 33 | 33 | 0.03% | 0.49% | 1.90% | Q3 2015 | Q3 2023 | 33 |
Evanson Asset Management, LLC | 32 | 32 | 0.06% | 0.12% | 0.18% | Q4 2013 | Q3 2021 | 32 |
FINANCIAL CONSULATE, INC | 32 | 32 | 0.45% | 3.69% | 10.22% | Q4 2015 | Q3 2023 | 32 |
FLOW TRADERS U.S. LLC | 10 | 1 | 0.00% | 0.55% | 1.68% | Q2 2013 | Q3 2023 | 32 |
StrategIQ Financial Group, LLC | 31 | 31 | 0.10% | 0.25% | 0.40% | Q1 2016 | Q3 2023 | 31 |
First Personal Financial Services | 31 | 31 | 0.20% | 1.04% | 1.74% | Q1 2016 | Q3 2023 | 31 |
Gradient Investments LLC | 31 | 31 | 0.00% | 0.02% | 0.09% | Q1 2016 | Q3 2023 | 31 |
Corrigan Financial, Inc. | 31 | 31 | 0.07% | 0.42% | 0.80% | Q4 2015 | Q2 2023 | 31 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 30 |
Private Advisor Group, LLC | 28 | 1 | 0.01% | 0.03% | 0.12% | Q3 2014 | Q3 2023 | 30 |
Domani Wealth, LLC | 30 | 30 | 0.28% | 1.58% | 5.04% | Q4 2015 | Q1 2023 | 30 |
Wealth Architects, LLC | 21 | 1 | 0.04% | 0.11% | 0.21% | Q4 2014 | Q1 2023 | 29 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
Hudock, Inc. | 27 | 2 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2022 | 29 |
Barnett & Company, Inc. | 29 | 29 | 0.12% | 2.21% | 4.93% | Q2 2015 | Q2 2022 | 29 |
Sequoia Financial Advisors, LLC | 29 | 29 | 0.31% | 1.39% | 2.70% | Q3 2016 | Q3 2023 | 29 |
GLENMEDE TRUST CO NA | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
Montecito Bank & Trust | 28 | 28 | 0.84% | 2.50% | 6.97% | Q1 2017 | Q4 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.28% | 0.76% | 1.42% | Q4 2016 | Q3 2023 | 28 |
CITIZENS FINANCIAL GROUP INC/RI | 28 | 28 | 0.02% | 0.26% | 0.64% | Q4 2015 | Q3 2022 | 28 |
MITCHELL CAPITAL MANAGEMENT CO | 28 | 28 | 0.15% | 0.31% | 0.43% | Q4 2016 | Q3 2023 | 28 |
Brinker Capital Investments, LLC | 28 | 28 | 0.01% | 0.10% | 0.16% | Q3 2013 | Q2 2020 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.38% | 0.76% | 1.50% | Q1 2016 | Q4 2022 | 28 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Wela Strategies, Inc. | 26 | 1 | 0.17% | 0.32% | 0.64% | Q1 2017 | Q4 2023 | 27 |
Radnor Capital Management, LLC | 25 | 2 | 0.06% | 0.10% | 0.21% | Q4 2016 | Q3 2023 | 27 |
EASTERN BANK | 27 | 27 | 0.79% | 1.69% | 2.45% | Q1 2017 | Q3 2023 | 27 |
Newman Dignan & Sheerar, Inc. | 27 | 27 | 0.03% | 0.38% | 1.35% | Q1 2017 | Q3 2023 | 27 |
SUNTRUST BANKS INC | 26 | 26 | 0.04% | 0.17% | 0.23% | Q2 2013 | Q3 2019 | 26 |
BLAIR WILLIAM & CO/IL | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
ARS Investment Partners, LLC | 14 | 4 | 0.02% | 0.11% | 0.19% | Q4 2016 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.08% | 0.12% | 0.15% | Q4 2016 | Q1 2023 | 26 |
DEUTSCHE BANK AG\ | 23 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2019 | 26 |
SYNOVUS FINANCIAL CORP | 22 | 1 | 0.00% | 0.14% | 0.54% | Q1 2015 | Q3 2023 | 25 |
US BANCORP \DE\ | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.00% | 0.10% | 0.49% | Q2 2017 | Q2 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.01% | 0.23% | 3.39% | Q4 2014 | Q4 2020 | 25 |
FORTE CAPITAL LLC /ADV | 25 | 25 | 0.04% | 0.17% | 0.31% | Q1 2016 | Q1 2022 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.06% | 0.10% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.04% | 0.08% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Brightworth | 24 | 24 | 0.02% | 0.05% | 0.13% | Q4 2016 | Q3 2022 | 24 |
CITIGROUP INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 23 |
HBK Sorce Advisory LLC | 20 | 1 | 0.05% | 0.24% | 0.84% | Q4 2014 | Q3 2023 | 23 |
Lenox Wealth Advisors, LLC | 23 | 23 | 0.02% | 1.61% | 3.72% | Q3 2014 | Q1 2020 | 23 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 22 |
RKL Wealth Management LLC | 22 | 22 | 0.11% | 0.19% | 0.25% | Q2 2018 | Q3 2023 | 22 |
NEXT Financial Group, Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 22 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
VECTOR WEALTH MANAGEMENT, LLC | 21 | 21 | 0.43% | 0.68% | 1.82% | Q4 2011 | Q4 2016 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 6 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 21 |
WASHINGTON TRUST Co | 15 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 21 |
Cetera Advisors LLC | 20 | 1 | 0.01% | 0.06% | 0.20% | Q1 2015 | Q1 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 4 | 0.76% | 1.13% | 1.56% | Q1 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 15 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 21 |
MCF Advisors LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 21 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 21 | 21 | 0.10% | 0.30% | 0.76% | Q3 2018 | Q3 2023 | 21 |
Freestone Capital Holdings, LLC | 16 | 1 | 0.00% | 0.20% | 0.89% | Q4 2016 | Q3 2023 | 20 |
COLONY GROUP LLC | 20 | 20 | 0.06% | 0.50% | 2.11% | Q4 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Avantax Planning Partners, Inc. | 20 | 20 | 0.26% | 1.11% | 4.71% | Q4 2018 | Q3 2023 | 20 |
Koshinski Asset Management, Inc. | 11 | 3 | 0.02% | 0.22% | 0.43% | Q4 2016 | Q1 2022 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.47% | 1.20% | 2.21% | Q4 2018 | Q3 2023 | 20 |
SAGE FINANCIAL GROUP INC | 20 | 20 | 0.07% | 0.12% | 0.22% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
DUNCKER STREETT & CO INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 19 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19 | 19 | 0.02% | 0.25% | 0.32% | Q1 2014 | Q3 2018 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Prestige Wealth Management Group LLC | 19 | 19 | 0.00% | 0.30% | 1.56% | Q4 2018 | Q2 2023 | 19 |
GOLDMAN SACHS GROUP INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Mirae Asset Global Investments Co., Ltd. | 18 | 18 | 0.01% | 0.12% | 0.20% | Q3 2018 | Q4 2022 | 18 |
Investors Research Corp | 18 | 18 | 0.08% | 0.31% | 0.48% | Q2 2019 | Q3 2023 | 18 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 18 |
LAZARD ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 18 |
BlackRock Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Exchange Capital Management, Inc. | 10 | 8 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2018 | 18 |
Smith & Howard Wealth Management, LLC | 12 | 6 | 0.09% | 0.22% | 0.34% | Q2 2013 | Q1 2022 | 18 |
BOKF, NA | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 18 |
Iowa State Bank | 18 | 18 | 0.20% | 1.87% | 3.30% | Q2 2019 | Q3 2023 | 18 |
Bartlett & Co. LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 17 |
Relaxing Retirement Coach | 10 | 7 | 0.11% | 0.17% | 0.25% | Q4 2017 | Q1 2022 | 17 |
Atria Investments, Inc | 13 | 4 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q1 2020 | 17 |
Live Your Vision, LLC | 17 | 17 | 0.22% | 1.81% | 3.92% | Q1 2015 | Q1 2019 | 17 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 17 |
Voya Financial Advisors, Inc. | 16 | 1 | 0.01% | 0.13% | 0.44% | Q4 2015 | Q1 2021 | 17 |
Chesley Taft & Associates LLC | 17 | 17 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 12 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 17 |
SNS Financial Group, LLC | 9 | 2 | 0.02% | 0.13% | 0.25% | Q1 2017 | Q1 2022 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.13% | 0.20% | 0.28% | Q2 2013 | Q1 2017 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
OLD MISSION CAPITAL LLC | 8 | 2 | 0.01% | 0.11% | 0.52% | Q1 2015 | Q3 2023 | 16 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 11 | 5 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2022 | 16 |
QCI ASSET MANAGEMENT INC/NY | 15 | 1 | 0.00% | 0.03% | 0.04% | Q2 2017 | Q3 2021 | 16 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.09% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 15 |
SHEETS SMITH WEALTH MANAGEMENT | 10 | 1 | 0.00% | 0.12% | 0.19% | Q1 2013 | Q3 2023 | 15 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 15 | 15 | 0.67% | 0.80% | 0.89% | Q2 2016 | Q4 2019 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q4 2022 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q2 2023 | 15 |
HANTZ FINANCIAL SERVICES, INC. | 15 | 15 | 2.09% | 2.62% | 3.02% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Windsor Wealth Management, Inc. | 14 | 14 | 0.04% | 0.12% | 0.26% | Q4 2018 | Q1 2022 | 14 |
Roble, Belko & Company, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 14 |
Horizon Investments, LLC | 14 | 14 | 0.15% | 0.47% | 0.90% | Q2 2015 | Q3 2018 | 14 |
SIGNATUREFD, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Wealth CMT | 13 | 1 | 6.54% | 13.90% | 44.77% | Q4 2019 | Q2 2023 | 14 |
Financial Advisors, LLC | 14 | 14 | 0.09% | 0.20% | 0.32% | Q4 2018 | Q1 2022 | 14 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
FDx Advisors, Inc. | 12 | 2 | 0.02% | 0.06% | 0.18% | Q4 2015 | Q2 2019 | 14 |
GREENWOOD CAPITAL ASSOCIATES LLC | 8 | 6 | 0.04% | 0.72% | 2.19% | Q1 2016 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Financial Engines Advisors L.L.C. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FOUNDERS FINANCIAL SECURITIES LLC | 13 | 13 | 0.30% | 0.89% | 1.29% | Q3 2015 | Q3 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
TOBIAS FINANCIAL ADVISORS, INC. | 7 | 6 | 1.37% | 2.36% | 3.48% | Q2 2020 | Q3 2023 | 13 |
WFA of San Diego, LLC | 11 | 2 | 0.01% | 0.60% | 1.02% | Q2 2020 | Q3 2023 | 13 |
Tanglewood Wealth Management, Inc. | 13 | 13 | 0.35% | 2.23% | 5.56% | Q4 2018 | Q4 2021 | 13 |
Capital Analysts, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 13 |
Strid Group, LLC | 11 | 2 | 0.37% | 14.66% | 18.13% | Q3 2016 | Q4 2019 | 13 |
Kohmann Bosshard Financial Services, LLC | 10 | 2 | 0.18% | 0.31% | 0.55% | Q4 2016 | Q4 2019 | 12 |
M&T BANK CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2022 | 12 |
Shamrock Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 12 |
Quantitative Advantage, LLC | 12 | 12 | 0.14% | 0.37% | 0.57% | Q2 2020 | Q1 2023 | 12 |
Cornerstone Advisors, Inc. | 12 | 12 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q4 2016 | 12 |
Mariner, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.72% | 1.00% | 1.42% | Q4 2020 | Q3 2023 | 12 |
Newton One Investments LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.11% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Advisors, LLC | 11 | 1 | 0.02% | 0.11% | 0.24% | Q4 2018 | Q4 2021 | 12 |
Stratos Wealth Partners, LTD. | 8 | 4 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Blackhawk Capital Partners LLC. | 10 | 2 | 0.64% | 1.28% | 2.72% | Q4 2017 | Q4 2022 | 12 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.02% | 0.12% | Q2 2015 | Q1 2018 | 12 |
SVA Wealth Management, LLC | 11 | 11 | 0.04% | 0.15% | 0.33% | Q2 2018 | Q4 2020 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q3 2022 | 11 |
Cerity Partners LLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.08% | 0.13% | 0.20% | Q3 2013 | Q1 2016 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.13% | 0.20% | 0.38% | Q1 2021 | Q3 2023 | 11 |
IAG Wealth Partners, LLC | 11 | 11 | 0.08% | 1.29% | 2.29% | Q1 2021 | Q3 2023 | 11 |
WealthTrust Fairport, LLC | 10 | 1 | 0.05% | 0.09% | 0.35% | Q4 2015 | Q1 2019 | 11 |
MERIDIAN INVESTMENT COUNSEL INC. | 11 | 11 | 0.10% | 0.60% | 0.77% | Q1 2021 | Q3 2023 | 11 |
Gratus Capital, LLC | 11 | 11 | 0.29% | 1.36% | 4.00% | Q2 2015 | Q4 2017 | 11 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
WEALTHSOURCE PARTNERS, LLC | 11 | 11 | 0.04% | 0.70% | 1.89% | Q4 2016 | Q2 2019 | 11 |
NORTHERN TRUST CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 11 |
Veritable, L.P. | 7 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 11 |
FIFTH THIRD BANCORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.46% | 0.58% | 0.78% | Q2 2021 | Q3 2023 | 10 |
Holloway Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 10 |
EMFO, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
WFG Advisors, LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
BARCLAYS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Homrich & Berg | 6 | 1 | 0.01% | 0.32% | 1.50% | Q4 2014 | Q3 2019 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 10 |
Optiver Holding B.V. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 10 |
Kingfisher Capital LLC | 9 | 1 | 0.07% | 0.30% | 0.40% | Q2 2013 | Q4 2015 | 10 |
STEEL GROVE CAPITAL ADVISORS, LLC | 10 | 10 | 0.07% | 0.70% | 1.53% | Q4 2018 | Q1 2021 | 10 |
Advisory Alpha, LLC | 4 | 2 | 0.00% | 0.05% | 0.14% | Q2 2016 | Q4 2019 | 10 |
NatWest Group plc | 10 | 10 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2015 | 10 |
SMI Advisory Services, LLC | 9 | 1 | 0.17% | 0.24% | 0.36% | Q1 2021 | Q3 2023 | 10 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.13% | 0.96% | Q3 2013 | Q1 2023 | 10 |
CATALYST PRIVATE WEALTH, LLC | 10 | 10 | 0.16% | 0.26% | 0.45% | Q3 2020 | Q4 2022 | 10 |
Gladstone Institutional Advisory LLC | 6 | 4 | 0.02% | 0.14% | 0.26% | Q1 2019 | Q2 2022 | 10 |
Compagnie Lombard Odier SCmA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 6 | 1 | 0.24% | 0.26% | 0.30% | Q1 2021 | Q3 2023 | 9 |
BB&T SECURITIES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2017 | 9 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.00% | 0.09% | 0.28% | Q2 2018 | Q1 2021 | 9 |
AdvisorNet Financial, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.03% | 0.23% | Q1 2015 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2020 | 9 |
Janney Montgomery Scott LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 1.09% | 1.14% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 7 | 1 | 0.04% | 1.60% | 2.02% | Q1 2020 | Q1 2022 | 8 |
Capital World Investors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 0.56% | 0.85% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Gerber Kawasaki Wealth & Investment Management | 8 | 8 | 0.04% | 1.04% | 2.51% | Q4 2021 | Q3 2023 | 8 |
STRINGER ASSET MANAGEMENT, LLC | 7 | 1 | 0.12% | 0.35% | 0.61% | Q2 2014 | Q4 2018 | 8 |
Connecticut Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.24% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Ferris Capital, LLC | 8 | 8 | 0.06% | 0.09% | 0.13% | Q2 2017 | Q1 2019 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2014 | 8 |
Capital Research Global Investors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.18% | 0.27% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.74% | 0.82% | 1.04% | Q1 2017 | Q4 2018 | 8 |
Joseph Group Capital Management | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Stegner Investment Associates Inc. | 8 | 8 | 0.21% | 0.35% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bigelow Investment Advisors, LLC | 7 | 1 | 0.11% | 0.12% | 0.12% | Q4 2019 | Q2 2022 | 8 |
CBIZ Investment Advisory Services, LLC | 5 | 1 | 0.06% | 0.14% | 0.22% | Q4 2019 | Q4 2021 | 7 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 0.82% | 0.89% | 0.97% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
DB Wealth Management Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Highview Capital Management LLC/DE/ | 7 | 7 | 0.17% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 1.01% | 1.97% | 6.52% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Perigon Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.20% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Glassman Wealth Services | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
Spectrum Asset Management, Inc. (NB/CA) | 7 | 7 | 0.27% | 0.43% | 0.58% | Q4 2014 | Q2 2016 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AE Wealth Management LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Bruderman Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
MONECO Advisors, LLC | 6 | 6 | 0.09% | 0.19% | 0.34% | Q1 2021 | Q2 2022 | 6 |
RAYMOND JAMES & ASSOCIATES | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 6 |
Banco Santander, S.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Sanchez Wealth Management Group | 6 | 6 | 0.27% | 0.84% | 1.03% | Q1 2021 | Q2 2022 | 6 |
Bristlecone Advisors, LLC | 6 | 6 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q2 2020 | 6 |
Beacon Pointe Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
Chevy Chase Trust Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 6 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.01% | 0.03% | 0.14% | Q4 2017 | Q1 2022 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 5 | 1 | 0.07% | 0.12% | 0.15% | Q1 2021 | Q3 2022 | 6 |
HOWARD FINANCIAL SERVICES, LTD. | 6 | 6 | 0.39% | 0.41% | 0.43% | Q4 2018 | Q1 2020 | 6 |
MADISON INVESTMENT HOLDINGS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
ISTHMUS PARTNERS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Silicon Hills Wealth Management, LLC | 6 | 6 | 0.23% | 1.28% | 5.84% | Q4 2019 | Q1 2021 | 6 |
ROCKLAND TRUST CO | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Sharkey, Howes & Javer | 5 | 1 | 0.15% | 0.40% | 1.44% | Q1 2019 | Q3 2023 | 6 |
Longer Investments Inc. | 6 | 6 | 0.21% | 0.42% | 0.67% | Q4 2013 | Q1 2015 | 6 |
D. SCOTT NEAL, INC. | 6 | 6 | 0.00% | 0.11% | 0.18% | Q4 2016 | Q1 2018 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.08% | 0.13% | 0.30% | Q2 2017 | Q3 2018 | 6 |
Bernardo Wealth Planning LLC | 6 | 6 | 0.17% | 0.27% | 0.31% | Q4 2018 | Q1 2020 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Goodwin Investment Advisory | 5 | 5 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2022 | 5 |
Stadion Money Management, LLC | 5 | 5 | 0.30% | 1.03% | 2.17% | Q3 2016 | Q3 2017 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 5 |
Kore Private Wealth LLC | 5 | 5 | 0.05% | 0.21% | 0.48% | Q3 2021 | Q3 2022 | 5 |
Financial Architects, Inc | 5 | 5 | 0.09% | 0.11% | 0.13% | Q3 2015 | Q3 2016 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Pure Financial Advisors, LLC | 5 | 5 | 0.04% | 0.11% | 0.13% | Q4 2018 | Q4 2019 | 5 |
Retirement Planning Group, LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q4 2019 | 5 |
PRENTISS SMITH & CO INC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2015 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.02% | 0.34% | 0.66% | Q1 2022 | Q3 2023 | 5 |
AlphaCore Capital LLC | 5 | 5 | 0.23% | 0.36% | 0.47% | Q2 2021 | Q2 2022 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.11% | 0.28% | Q4 2022 | Q4 2023 | 5 |
Curi Wealth Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Marietta Wealth Management, LLC | 5 | 5 | 0.15% | 0.20% | 0.34% | Q4 2018 | Q4 2019 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Hartford Financial Management Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 5 |
Western Wealth Management, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 5 |
Allred Capital Management, LLC | 5 | 5 | 0.24% | 0.33% | 0.47% | Q1 2021 | Q1 2022 | 5 |
Stearns Financial Services Group | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 5 |
Covenant Multifamily Offices, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q2 2020 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 5 |
Atlantic Union Bankshares Corp | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 5 |
Mach-1 Financial Group, LLC | 5 | 5 | 0.04% | 1.20% | 2.48% | Q3 2022 | Q3 2023 | 5 |
Bison Wealth, LLC | 2 | 1 | 0.03% | 0.18% | 0.71% | Q4 2014 | Q1 2022 | 5 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
A. D. Beadell Investment Counsel, Inc. | 4 | 4 | 0.33% | 0.34% | 0.35% | Q3 2021 | Q2 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.02% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q1 2019 | Q4 2019 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.10% | 0.19% | 0.24% | Q4 2018 | Q3 2019 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Bragg Financial Advisors, Inc | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
RONALD BLUE & CO LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
PFS INVESTMENTS INC. | 4 | 4 | 1.65% | 1.68% | 1.72% | Q4 2017 | Q3 2018 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2016 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MBA Advisors LLC | 4 | 4 | 0.13% | 0.21% | 0.30% | Q2 2021 | Q1 2022 | 4 |
STIFEL FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
KHP Capital, LLC | 4 | 4 | 0.38% | 0.41% | 0.44% | Q4 2017 | Q3 2018 | 4 |
Sage Mountain Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 3.16% | 3.49% | 3.73% | Q4 2022 | Q3 2023 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q1 2014 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Equitable Holdings, Inc. | 3 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
QUADRANT CAPITAL GROUP LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
PATTEN & PATTEN INC/TN | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2020 | 4 |
TODD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2021 | 3 |
PRW Wealth Management LLC | 3 | 3 | 0.13% | 0.18% | 0.23% | Q4 2022 | Q2 2023 | 3 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 3 | 1.08% | 2.45% | 3.71% | Q2 2019 | Q4 2019 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Synergy Asset Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.06% | 0.09% | Q1 2016 | Q3 2016 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.03% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
TimeScale Financial, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
BTC Capital Management, Inc. | 3 | 3 | 0.25% | 0.26% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
QP WEALTH MANAGEMENT, LLC | 2 | 1 | 0.48% | 1.20% | 2.62% | Q2 2022 | Q1 2023 | 3 |
Tyler-Stone Wealth Management | 3 | 3 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q2 2022 | 3 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Evercore Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Level Financial Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
First Pacific Financial | 2 | 1 | 0.05% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q4 2021 | 3 |
FSM Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q1 2022 | 3 |
Private Vista, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q3 2017 | Q1 2018 | 3 |
NATIONAL INVESTMENT SERVICES INC /WI | 3 | 3 | 1.54% | 1.93% | 2.18% | Q2 2013 | Q4 2013 | 3 |
FIRST NATIONAL TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2019 | Q1 2020 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2019 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q4 2013 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
B. Riley Financial, Inc. | 2 | 2 | 0.06% | 0.12% | 0.18% | Q3 2017 | Q4 2017 | 2 |
Savant Capital, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 2.09% | 2.86% | 3.64% | Q1 2020 | Q2 2020 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.07% | 0.12% | 0.16% | Q1 2022 | Q2 2022 | 2 |
Capital International Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q4 2019 | Q1 2020 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.08% | 0.11% | 0.15% | Q1 2023 | Q3 2023 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
3EDGE Asset Management, LP | 2 | 2 | 5.64% | 6.19% | 6.74% | Q4 2019 | Q1 2020 | 2 |
ORSER CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.45% | 0.74% | 1.04% | Q1 2021 | Q2 2021 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.14% | 0.17% | 0.19% | Q4 2019 | Q1 2020 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIRST MERCHANTS CORP | 2 | 2 | 0.92% | 0.95% | 0.97% | Q2 2013 | Q3 2013 | 2 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
55I, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2019 | Q1 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 9.74% | 9.74% | 9.74% | Q4 2020 | Q4 2020 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 1.70% | 1.70% | 1.70% | Q1 2021 | Q1 2021 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 5.81% | 5.81% | 5.81% | Q2 2020 | Q2 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Quent Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Advisor Resource Council | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2022 | Q2 2022 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Belvedere Advisors LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2019 | Q1 2019 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2015 | Q2 2015 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Trexquant Investment LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Pillar Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BIP Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Retirement Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
CIBC BANK USA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Oak Asset Management, LLC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q2 2022 | Q2 2022 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SWS Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
JDM Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Consulate Inc. | 1 | 1 | 6.06% | 6.06% | 6.06% | Q2 2021 | Q2 2021 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 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.