Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
COMMERCE BANK | 43 | 43 | 0.07% | 0.37% | 0.82% | Q1 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 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 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GFS Advisors, LLC | 42 | 42 | 0.00% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ASPIRIANT, LLC | 42 | 42 | 0.02% | 0.12% | 0.46% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.04% | 0.25% | 0.72% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Carlson Capital Management | 42 | 42 | 0.12% | 1.63% | 2.37% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.04% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ASSETMARK, INC | 41 | 41 | 0.07% | 0.24% | 0.44% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 24 | 8 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 40 |
CULLEN/FROST BANKERS, INC. | 40 | 40 | 0.01% | 0.09% | 0.34% | Q4 2013 | Q3 2023 | 40 |
One Capital Management, LLC | 39 | 39 | 0.03% | 0.16% | 0.55% | Q1 2014 | Q3 2023 | 39 |
GOLDMAN SACHS GROUP INC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q2 2023 | 39 |
First Horizon Advisors, Inc. | 34 | 4 | 0.00% | 0.09% | 0.26% | Q3 2013 | Q1 2023 | 38 |
BLAIR WILLIAM & CO/IL | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
TCI Wealth Advisors, Inc. | 30 | 3 | 0.04% | 0.24% | 0.59% | Q1 2014 | Q3 2023 | 37 |
Capital Directions Investment Advisors, LLC | 20 | 2 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q4 2022 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
MAI Capital Management | 36 | 36 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Transamerica Financial Advisors, Inc. | 29 | 6 | 0.00% | 0.44% | 0.94% | Q2 2013 | Q3 2023 | 35 |
REGENTATLANTIC CAPITAL LLC | 20 | 14 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q4 2021 | 34 |
Savant Capital, LLC | 27 | 1 | 0.05% | 0.43% | 1.83% | Q2 2013 | Q3 2023 | 34 |
ELM ADVISORS, LLC | 34 | 34 | 0.30% | 0.39% | 0.52% | Q4 2013 | Q1 2022 | 34 |
Cranbrook Wealth Management, LLC | 32 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2022 | 33 |
Paradigm Financial Advisors, LLC | 32 | 32 | 0.06% | 0.17% | 0.36% | Q1 2014 | Q4 2021 | 32 |
MASSMUTUAL TRUST CO FSB/ADV | 23 | 1 | 0.00% | 0.13% | 0.85% | Q3 2014 | Q2 2022 | 30 |
GLENMEDE TRUST CO NA | 20 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 30 |
COMERICA BANK | 29 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 30 |
Efficient Advisors, LLC | 29 | 29 | 0.06% | 0.30% | 0.59% | Q3 2016 | Q3 2023 | 29 |
NORTHERN TRUST CORP | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 29 |
Capital Advisors, Ltd. LLC | 15 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 29 |
Franklin, Parlapiano, Turner & Welch, LLC | 29 | 29 | 0.09% | 0.16% | 0.27% | Q4 2012 | Q4 2019 | 29 |
Tortoise Investment Management, LLC | 29 | 29 | 0.01% | 0.02% | 0.04% | Q4 2012 | Q4 2019 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 27 | 27 | 0.98% | 3.95% | 6.68% | Q1 2017 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
BROWN ADVISORY INC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
CONDOR CAPITAL MANAGEMENT | 27 | 27 | 0.20% | 0.26% | 0.37% | Q2 2013 | Q4 2019 | 27 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 27 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2019 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 27 |
Rinet Co LLC | 26 | 26 | 0.29% | 0.99% | 2.04% | Q2 2015 | Q3 2021 | 26 |
Raymond James Financial Services Advisors, Inc. | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2019 | 25 |
Asset Dedication, LLC | 24 | 1 | 0.01% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 25 |
JMG Financial Group, Ltd. | 12 | 1 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q1 2022 | 25 |
Keel Point, LLC | 25 | 25 | 0.07% | 0.25% | 0.66% | Q3 2017 | Q3 2023 | 25 |
Capital Analysts, LLC | 20 | 2 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2023 | 24 |
Boston Standard Wealth Management, LLC | 22 | 2 | 0.07% | 0.35% | 0.89% | Q4 2017 | Q4 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 15 | 9 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.07% | 3.39% | 8.51% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
SIGNET FINANCIAL MANAGEMENT, LLC | 23 | 23 | 0.04% | 0.19% | 0.50% | Q1 2018 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 10 | 6 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 23 |
Moisand Fitzgerald Tamayo, LLC | 23 | 23 | 0.04% | 0.36% | 0.63% | Q1 2018 | Q3 2023 | 23 |
MML INVESTORS SERVICES, LLC | 12 | 11 | 0.00% | 0.04% | 0.60% | Q2 2017 | Q3 2023 | 23 |
Pinnacle Wealth Planning Services, Inc. | 23 | 23 | 0.09% | 0.41% | 0.96% | Q1 2018 | Q3 2023 | 23 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22 | 22 | 0.01% | 0.18% | 0.52% | Q2 2018 | Q3 2023 | 22 |
Pure Financial Advisors, LLC | 22 | 22 | 0.10% | 0.61% | 1.45% | Q3 2018 | Q4 2023 | 22 |
Probity Advisors, Inc. | 12 | 2 | 0.12% | 0.32% | 0.62% | Q4 2017 | Q3 2023 | 22 |
FINANCIAL CONSULATE, INC | 19 | 3 | 0.13% | 0.21% | 0.32% | Q1 2018 | Q3 2023 | 22 |
Evanson Asset Management, LLC | 22 | 22 | 0.05% | 0.11% | 0.23% | Q4 2013 | Q1 2019 | 22 |
Accredited Investors Inc. | 15 | 7 | 0.07% | 1.16% | 3.31% | Q3 2016 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.23% | 0.42% | 0.79% | Q2 2018 | Q3 2023 | 22 |
RFG Advisory, LLC | 19 | 3 | 0.05% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 12 | 10 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2023 | 22 |
JPMORGAN CHASE & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Financial Architects, Inc | 17 | 4 | 0.01% | 0.01% | 0.05% | Q3 2014 | Q1 2020 | 21 |
AE Wealth Management LLC | 17 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Mosaic Financial Partners, Inc. | 21 | 21 | 1.40% | 1.78% | 2.53% | Q2 2013 | Q2 2018 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
Baird Financial Group, Inc. | 17 | 4 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 21 |
Outlook Wealth Advisors, LLC | 20 | 20 | 0.12% | 0.21% | 0.89% | Q4 2018 | Q3 2023 | 20 |
Arete Wealth Advisors, LLC | 18 | 2 | 0.04% | 0.07% | 0.12% | Q2 2018 | Q2 2023 | 20 |
Stonehearth Capital Management, LLC | 20 | 20 | 0.13% | 0.48% | 0.69% | Q2 2018 | Q1 2023 | 20 |
Private Ocean, LLC | 20 | 20 | 0.08% | 0.26% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 20 |
Resource Planning Group | 20 | 20 | 0.62% | 1.08% | 1.97% | Q4 2018 | Q3 2023 | 20 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.09% | 0.96% | 1.67% | Q4 2016 | Q3 2021 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.64% | 0.82% | 1.14% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
SEGALL BRYANT & HAMILL, LLC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.06% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 19 |
Strategic Investment Advisors / MI | 15 | 4 | 0.03% | 0.10% | 0.23% | Q4 2018 | Q3 2023 | 19 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 15 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2020 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.04% | 0.61% | 1.94% | Q1 2019 | Q3 2023 | 19 |
Chesley Taft & Associates LLC | 16 | 3 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q3 2019 | 19 |
PITCAIRN CO | 17 | 1 | 0.03% | 0.35% | 1.25% | Q4 2014 | Q3 2023 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 19 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 18 |
GRIMES & COMPANY, INC. | 18 | 18 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q2 2022 | 18 |
FIRST NATIONAL CORP /MA/ /ADV | 9 | 4 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 18 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.04% | 0.30% | Q4 2016 | Q3 2023 | 18 |
Checchi Capital Advisers, LLC | 7 | 2 | 0.02% | 0.05% | 0.18% | Q4 2013 | Q3 2021 | 18 |
IndexIQ Advisors LLC | 18 | 18 | 0.00% | 0.09% | 0.26% | Q1 2015 | Q2 2019 | 18 |
ARGI Investment Services, LLC | 17 | 17 | 0.06% | 0.19% | 0.31% | Q4 2018 | Q4 2022 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Cerity Partners LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.16% | 0.61% | Q2 2013 | Q3 2022 | 17 |
PARK AVENUE SECURITIES LLC | 17 | 17 | 0.01% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.09% | 0.18% | 0.30% | Q2 2013 | Q3 2023 | 17 |
M&T BANK CORP | 7 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Bay Harbor Wealth Management, LLC | 17 | 17 | 0.01% | 0.13% | 0.35% | Q4 2018 | Q4 2022 | 17 |
Aveo Capital Partners, LLC | 11 | 1 | 0.08% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 17 |
BlackRock Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 17 |
Valtinson Bruner Financial Planning LLC | 17 | 17 | 0.16% | 0.30% | 0.62% | Q3 2019 | Q3 2023 | 17 |
Weil Company, Inc. | 17 | 17 | 0.14% | 0.26% | 0.52% | Q3 2019 | Q3 2023 | 17 |
Csenge Advisory Group | 17 | 17 | 0.03% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
Janney Montgomery Scott LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 16 |
Continuum Advisory, LLC | 7 | 3 | 0.04% | 0.22% | 0.61% | Q1 2017 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
GeoWealth Management, LLC | 15 | 1 | 0.06% | 0.13% | 0.22% | Q3 2019 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 11 | 5 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q1 2020 | 16 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2021 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2022 | 16 |
Archer Investment Corp | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
Corrigan Financial, Inc. | 15 | 15 | 2.55% | 3.91% | 5.57% | Q1 2020 | Q3 2023 | 15 |
SMITH, MOORE & CO. | 15 | 15 | 0.11% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 15 |
MISSION WEALTH MANAGEMENT, LP | 15 | 15 | 0.02% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
NATIXIS ADVISORS, L.P. | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 1.61% | 2.31% | 2.96% | Q4 2019 | Q3 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Key FInancial Inc | 15 | 15 | 0.10% | 0.20% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Walkner Condon Financial Advisors LLC | 8 | 7 | 0.12% | 0.67% | 1.87% | Q4 2019 | Q3 2023 | 15 |
CreativeOne Wealth, LLC | 14 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.24% | 0.75% | 1.48% | Q4 2019 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 14 | 1 | 0.04% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 15 |
3D ASSET MANAGEMENT, INC | 11 | 4 | 0.08% | 0.12% | 0.17% | Q3 2016 | Q3 2020 | 15 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.06% | 0.21% | Q4 2018 | Q3 2023 | 15 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.25% | 0.43% | 0.52% | Q1 2017 | Q2 2020 | 14 |
IHT Wealth Management, LLC | 14 | 14 | 0.02% | 0.06% | 0.15% | Q2 2020 | Q3 2023 | 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2018 | 14 |
MSI Financial Services Inc | 8 | 6 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 14 |
Sandy Spring Bank | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 14 |
CENTRAL TRUST Co | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 14 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.09% | 0.35% | Q2 2016 | Q3 2023 | 14 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 14 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 14 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 13 |
Simmons Bank | 13 | 13 | 0.03% | 0.32% | 0.61% | Q1 2020 | Q1 2023 | 13 |
Johnson Financial Group, Inc. | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 13 |
Edmonds Duncan Registered Investment Advisors, LLC | 13 | 13 | 0.06% | 0.15% | 0.21% | Q4 2018 | Q4 2021 | 13 |
WP Advisors, LLC | 13 | 13 | 2.17% | 3.10% | 4.20% | Q4 2016 | Q4 2019 | 13 |
Financial Strategies Group, Inc. | 13 | 13 | 0.54% | 0.59% | 0.64% | Q4 2019 | Q4 2022 | 13 |
KWMG, LLC | 9 | 4 | 0.00% | 0.18% | 0.36% | Q4 2014 | Q1 2019 | 13 |
Faithward Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Bellecapital International Ltd. | 7 | 1 | 1.80% | 3.15% | 4.94% | Q2 2016 | Q1 2020 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.05% | 0.22% | 0.53% | Q3 2020 | Q3 2023 | 13 |
West Coast Financial LLC | 7 | 6 | 0.04% | 0.12% | 0.23% | Q2 2013 | Q2 2022 | 13 |
Harbour Capital Advisors, LLC | 9 | 1 | 0.10% | 0.16% | 0.25% | Q3 2013 | Q1 2017 | 13 |
DENVER INVESTMENT ADVISORS LLC | 13 | 13 | 0.06% | 0.11% | 0.20% | Q1 2015 | Q1 2018 | 13 |
Brinker Capital Investments, LLC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 13 |
Annapolis Financial Services, LLC | 12 | 12 | 1.28% | 1.65% | 2.12% | Q4 2020 | Q3 2023 | 12 |
USAdvisors Wealth Management, LLC | 12 | 12 | 0.19% | 0.45% | 0.56% | Q4 2020 | Q3 2023 | 12 |
DUBUQUE BANK & TRUST CO | 9 | 3 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q4 2018 | 12 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.11% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 12 |
StrategIQ Financial Group, LLC | 12 | 12 | 0.05% | 0.55% | 0.84% | Q4 2017 | Q3 2020 | 12 |
Truadvice, LLC | 12 | 12 | 0.10% | 0.20% | 0.39% | Q3 2020 | Q2 2023 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 0.20% | 0.29% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Premise Capital, LLC | 10 | 2 | 0.35% | 2.89% | 10.78% | Q2 2017 | Q2 2020 | 12 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 12 |
Prestige Wealth Management Group LLC | 12 | 12 | 0.00% | 0.05% | 0.15% | Q4 2018 | Q3 2021 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.21% | 0.42% | 0.72% | Q4 2020 | Q3 2023 | 12 |
DAVIDSON & GARRARD INC | 12 | 12 | 0.12% | 0.26% | 0.32% | Q3 2013 | Q2 2016 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.31% | 0.36% | 0.49% | Q4 2020 | Q3 2023 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.00% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Hefren-Tillotson, Inc. | 12 | 12 | 0.02% | 0.24% | 0.36% | Q3 2015 | Q2 2018 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
Sage Mountain Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.05% | 0.13% | Q1 2015 | Q3 2023 | 11 |
Horan Securities, Inc. | 7 | 4 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q2 2023 | 11 |
AT Bancorp | 11 | 11 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q4 2015 | 11 |
Crewe Advisors LLC | 10 | 1 | 0.00% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 11 |
Advisory Alpha, LLC | 10 | 1 | 0.00% | 1.98% | 3.02% | Q4 2017 | Q3 2020 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
AMERIPRISE FINANCIAL INC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 11 |
Orion Portfolio Solutions, LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 11 |
Atria Investments, Inc | 11 | 11 | 0.03% | 0.05% | 0.11% | Q3 2017 | Q1 2020 | 11 |
Emery Howard Portfolio Management, Inc. | 7 | 1 | 0.05% | 0.25% | 0.40% | Q2 2013 | Q3 2017 | 11 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
RAYMOND JAMES & ASSOCIATES | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 10 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q2 2021 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Strategic Wealth Partners, Ltd. | 10 | 10 | 0.01% | 0.54% | 0.75% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q3 2023 | 10 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 10 | 10 | 0.01% | 0.10% | 0.13% | Q4 2017 | Q1 2020 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 0.16% | 0.72% | Q4 2020 | Q1 2023 | 10 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
McNamara Financial Services, Inc. | 9 | 9 | 0.08% | 0.14% | 0.24% | Q2 2021 | Q2 2023 | 9 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.05% | 0.23% | Q2 2021 | Q3 2023 | 9 |
Provident Wealth Management, LLC | 9 | 9 | 0.58% | 1.09% | 1.67% | Q1 2021 | Q1 2023 | 9 |
People's United Financial, Inc. | 9 | 9 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q1 2022 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 9 |
FCG ADVISORS, LLC | 7 | 2 | 0.10% | 0.19% | 0.39% | Q2 2013 | Q3 2015 | 9 |
HIGH POINT BANK & TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Symmetry Partners, LLC | 9 | 9 | 0.17% | 0.42% | 1.04% | Q4 2016 | Q4 2018 | 9 |
Merriman Wealth Management, LLC | 5 | 1 | 0.23% | 1.23% | 3.75% | Q3 2013 | Q4 2021 | 9 |
Advisor OS, LLC | 5 | 1 | 0.10% | 0.20% | 0.38% | Q2 2020 | Q3 2023 | 9 |
BBVA USA Bancshares, Inc. | 8 | 1 | 0.00% | 0.14% | 0.19% | Q2 2013 | Q4 2019 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Paracle Advisors, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q1 2021 | 9 |
Apella Capital, LLC | 7 | 1 | 0.01% | 0.05% | 0.12% | Q2 2021 | Q4 2023 | 9 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2018 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Steward Partners Investment Advisory, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 1 | 0.00% | 0.09% | 0.20% | Q1 2019 | Q3 2023 | 8 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.21% | 0.30% | 0.53% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.61% | 0.71% | 0.82% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 2.99% | 3.43% | 4.28% | Q4 2021 | Q3 2023 | 8 |
Eagle Bluffs Wealth Management LLC | 8 | 8 | 1.85% | 2.15% | 2.57% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2015 | 8 |
NatWest Group plc | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 8 |
Commonwealth Equity Services, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 8 |
Trilogy Capital Inc. | 5 | 1 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.03% | 0.19% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 1.05% | 1.29% | 1.70% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
TIAA, FSB | 8 | 8 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q4 2022 | 7 |
Nicholas Hoffman & Company, LLC. | 7 | 7 | 0.02% | 0.08% | 0.16% | Q1 2021 | Q3 2022 | 7 |
FRANKLIN RESOURCES INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 7 |
AlphaStar Capital Management, LLC | 5 | 2 | 0.11% | 0.36% | 0.72% | Q1 2018 | Q2 2020 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.34% | 0.43% | 0.53% | Q4 2015 | Q2 2017 | 7 |
WealthTrust Fairport, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Landmark Wealth Management, LLC | 7 | 7 | 0.17% | 0.24% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q2 2018 | 7 |
Lattice Strategies LLC | 7 | 7 | 0.68% | 0.99% | 1.24% | Q2 2013 | Q4 2014 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Perigon Wealth Management, LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2021 | 7 |
Stadion Money Management, LLC | 5 | 1 | 0.04% | 0.24% | 0.44% | Q3 2013 | Q3 2017 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
CAHILL FINANCIAL ADVISORS INC | 7 | 7 | 0.05% | 0.07% | 0.14% | Q4 2020 | Q2 2022 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 7 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.05% | 0.11% | Q1 2018 | Q1 2022 | 7 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Landmark Bank | 7 | 7 | 1.35% | 3.52% | 4.07% | Q2 2018 | Q4 2019 | 7 |
Geneos Wealth Management Inc. | 6 | 1 | 0.00% | 0.06% | 0.37% | Q1 2016 | Q1 2021 | 7 |
Covestor Ltd | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
ATWOOD & PALMER INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 7 |
INTRUST BANK NA | 7 | 7 | 0.11% | 0.15% | 0.18% | Q2 2013 | Q4 2014 | 7 |
Syntal Capital Partners, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2015 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TPG Financial Advisors, LLC | 6 | 6 | 0.69% | 0.83% | 0.97% | Q4 2018 | Q1 2020 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
JUNCTURE WEALTH STRATEGIES, LLC | 6 | 6 | 0.18% | 0.31% | 0.40% | Q1 2018 | Q2 2019 | 6 |
Integrated Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
McAdam, LLC | 3 | 3 | 0.04% | 0.14% | 0.20% | Q1 2022 | Q3 2023 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 0.18% | 0.22% | 0.30% | Q2 2022 | Q3 2023 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 4 | 1 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q1 2021 | 6 |
RMB Capital Management, LLC | 6 | 6 | 0.02% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
WASHINGTON TRUST BANK | 2 | 1 | 0.02% | 0.95% | 4.31% | Q4 2014 | Q1 2019 | 6 |
Cardan Capital Partners, LLC | 4 | 1 | 0.03% | 2.65% | 3.39% | Q2 2016 | Q1 2021 | 6 |
Dalton Investments LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Hoover Financial Advisors, Inc. | 5 | 1 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q2 2021 | 6 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 6 |
Argentus Capital Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.12% | Q2 2015 | Q3 2016 | 6 |
WFG Advisors, LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Squar Milner Financial Services LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q1 2020 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 5 |
BRANDES INVESTMENT PARTNERS, LP | 1 | 1 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q4 2020 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.15% | 0.17% | 0.20% | Q3 2021 | Q3 2022 | 5 |
TSFG, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q1 2022 | 5 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 5 |
Apeiron RIA LLC | 3 | 2 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q1 2023 | 5 |
Hayden Royal, LLC | 2 | 1 | 0.15% | 0.19% | 0.23% | Q4 2019 | Q2 2021 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
TCG Advisors, LP | 5 | 5 | 0.16% | 0.33% | 0.58% | Q4 2018 | Q4 2019 | 5 |
FineMark National Bank & Trust | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 5 |
Omega Financial Group, LLC | 4 | 1 | 0.10% | 0.14% | 0.22% | Q2 2022 | Q3 2023 | 5 |
Voya Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q4 2016 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 1 | 0.12% | 0.26% | 0.38% | Q1 2014 | Q2 2015 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
DEUTSCHE BANK AG\ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 5 |
Aperio Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 5 |
Camarda Financial Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2017 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
RIVERSVILLE CAPITAL, INC. | 4 | 4 | 0.53% | 1.04% | 2.46% | Q2 2013 | Q1 2014 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Austin Private Wealth, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Sonora Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.19% | 0.20% | 0.20% | Q4 2022 | Q3 2023 | 4 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 4 |
Next Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2016 | Q4 2016 | 4 |
Affiance Financial, LLC | 3 | 1 | 0.02% | 0.24% | 0.59% | Q4 2018 | Q4 2019 | 4 |
NOESIS CAPITAL MANGEMENT CORP | 4 | 4 | 1.55% | 1.67% | 1.75% | Q2 2013 | Q1 2014 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.07% | 0.25% | 0.37% | Q4 2019 | Q3 2020 | 4 |
BlackRock Institutional Trust Company, N.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2017 | Q3 2018 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
CX Institutional | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
VALLEY NATIONAL ADVISERS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q4 2017 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2020 | Q3 2023 | 4 |
Trust Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2021 | 4 |
Montecito Bank & Trust | 3 | 1 | 0.02% | 0.12% | 0.16% | Q2 2013 | Q4 2016 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Smart Money Group LLC | 4 | 4 | 1.06% | 1.14% | 1.22% | Q1 2018 | Q4 2018 | 4 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 4 |
OPPENHEIMER & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Parasol Investment Management, LLC | 3 | 3 | 1.39% | 1.63% | 2.01% | Q2 2016 | Q4 2016 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2019 | Q3 2019 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.01% | 0.09% | 0.26% | Q4 2018 | Q2 2019 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
GPS Wealth Strategies Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
Oakwell Private Wealth Management, LLC | 3 | 3 | 0.16% | 0.20% | 0.22% | Q4 2020 | Q2 2021 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2013 | Q3 2013 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
IBBOTSON ASSOCIATES INC | 3 | 3 | 1.95% | 2.50% | 3.33% | Q2 2013 | Q4 2013 | 3 |
American Financial Network Advisory Services LLC | 2 | 1 | 0.04% | 0.32% | 0.89% | Q3 2017 | Q3 2019 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q2 2011 | 3 |
FIRST HORIZON CORP | 2 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q4 2020 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Bridge Advisory, LLC | 2 | 1 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q3 2022 | 3 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 3 | 0.16% | 0.19% | 0.23% | Q2 2016 | Q4 2016 | 3 |
Laurel Wealth Planning LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q4 2013 | 3 |
Alerus Investment Advisors Corp | 3 | 3 | 0.12% | 0.22% | 0.34% | Q2 2013 | Q4 2013 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q2 2017 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.19% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2011 | Q3 2011 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2022 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.00% | 0.08% | 0.15% | Q4 2015 | Q1 2018 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2015 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
QCI ASSET MANAGEMENT INC/NY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
ROPES WEALTH ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 1.10% | 1.11% | 1.12% | Q4 2022 | Q1 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KCM INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
MUNDER CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Institute for Wealth Management, LLC. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2022 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.14% | 0.28% | Q4 2015 | Q3 2020 | 2 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.32% | 0.34% | 0.36% | Q4 2020 | Q1 2021 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
CEDAR CAPITAL, LLC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q2 2021 | Q3 2021 | 2 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 2 |
AWM CAPITAL, LLC | 2 | 2 | 0.34% | 0.34% | 0.34% | Q3 2021 | Q4 2021 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2021 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q3 2023 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 2 |
BRYN MAWR TRUST Co | 2 | 2 | 0.30% | 0.33% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 2 |
Rockwood Wealth Management, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 2 |
Sentinus, LLC | 2 | 2 | 0.10% | 0.15% | 0.20% | Q1 2023 | Q2 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q1 2022 | Q3 2022 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
tru Independence LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.12% | 0.36% | 0.60% | Q3 2022 | Q4 2022 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TimesSquare Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2019 | Q4 2019 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2010 | Q2 2010 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2014 | Q2 2014 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Advisor Resource Council | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2018 | Q4 2018 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2016 | Q4 2016 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FundX Investment Group, LLC | 1 | 1 | 2.85% | 2.85% | 2.85% | Q2 2016 | Q2 2016 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2013 | Q1 2013 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Covenant Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
DecisionPoint Financial, 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 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Trutina Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Price Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
F3Logic, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Leisure Capital Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 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.