Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 58 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 0.30% | 1.04% | 2.04% | Q2 2013 | Q3 2023 | 42 |
Private Ocean, LLC | 40 | 40 | 0.96% | 4.53% | 14.40% | Q4 2013 | Q3 2023 | 40 |
GOLDMAN SACHS GROUP INC | 35 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 39 |
Regal Investment Advisors LLC | 37 | 37 | 0.01% | 0.15% | 0.84% | Q3 2014 | Q3 2023 | 37 |
Citadel Advisors | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 37 |
FC Advisory LLC | 36 | 36 | 0.14% | 0.47% | 0.70% | Q1 2015 | Q4 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.11% | 0.39% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 30 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 36 |
FIRST TRUST ADVISORS LP | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 1 | 0.03% | 0.06% | 0.10% | Q3 2014 | Q3 2023 | 35 |
HighTower Advisors, LLC | 29 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 34 |
KWMG, LLC | 27 | 6 | 0.14% | 0.26% | 0.41% | Q2 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 30 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 32 |
Private Advisor Group, LLC | 32 | 32 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 31 | 31 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 31 |
COLDSTREAM CAPITAL MANAGEMENT INC | 13 | 4 | 0.01% | 0.12% | 0.46% | Q2 2013 | Q3 2023 | 31 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31 | 31 | 0.00% | 0.09% | 0.36% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.11% | Q4 2015 | Q3 2023 | 31 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.03% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
FMR LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
ASPIRIANT, LLC | 16 | 6 | 0.02% | 0.08% | 0.28% | Q4 2013 | Q1 2022 | 30 |
Raymond James Financial Services Advisors, Inc. | 16 | 14 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 30 |
Clearwater Capital Advisors, LLC | 28 | 28 | 0.03% | 0.21% | 0.56% | Q2 2016 | Q1 2023 | 28 |
HCR Wealth Advisors | 28 | 28 | 0.05% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q3 2023 | 28 |
FAS Wealth Partners, Inc. | 28 | 28 | 0.00% | 0.14% | 0.34% | Q4 2016 | Q3 2023 | 28 |
BANK OF MONTREAL /CAN/ | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 27 |
Creative Planning | 19 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 27 |
Ausdal Financial Partners, Inc. | 26 | 1 | 0.00% | 0.16% | 0.27% | Q4 2015 | Q3 2023 | 27 |
BerganKDV Wealth Management, LLC | 26 | 1 | 0.02% | 0.05% | 0.11% | Q3 2016 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.96% | 1.30% | 1.74% | Q2 2013 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
McAdam, LLC | 26 | 26 | 0.15% | 0.40% | 0.69% | Q2 2017 | Q3 2023 | 26 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 26 |
Cetera Investment Advisers | 16 | 1 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 25 |
FIFTH THIRD BANCORP | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 25 |
BAR HARBOR WEALTH MANAGEMENT | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.05% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 20 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 23 |
LINCOLN NATIONAL CORP | 12 | 1 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 11 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 23 |
Gradient Capital Advisors, LLC | 23 | 23 | 0.16% | 0.35% | 0.56% | Q4 2017 | Q2 2023 | 23 |
Avantax Planning Partners, Inc. | 21 | 1 | 0.00% | 1.21% | 3.16% | Q4 2016 | Q3 2023 | 23 |
Parallel Advisors, LLC | 14 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
First Allied Advisory Services, Inc. | 7 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 23 |
Cypress Wealth Services, LLC | 23 | 23 | 0.06% | 0.10% | 0.13% | Q4 2017 | Q2 2023 | 23 |
Wealthcare Advisory Partners LLC | 18 | 5 | 0.01% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 23 |
JPMORGAN CHASE & CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
Parkside Investments, LLC | 22 | 22 | 0.61% | 1.15% | 1.99% | Q2 2018 | Q3 2023 | 22 |
Hudock, Inc. | 14 | 8 | 0.02% | 1.49% | 2.51% | Q3 2014 | Q1 2022 | 22 |
Stratos Wealth Partners, LTD. | 13 | 1 | 0.01% | 0.12% | 0.71% | Q3 2014 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 12 | 9 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Baird Financial Group, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Avidian Wealth Solutions, LLC | 19 | 2 | 0.10% | 0.72% | 1.53% | Q4 2017 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 21 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 0.07% | 0.14% | 0.24% | Q4 2018 | Q3 2023 | 20 |
SAGE FINANCIAL GROUP INC | 20 | 20 | 0.15% | 0.57% | 3.19% | Q4 2013 | Q3 2018 | 20 |
OARSMAN CAPITAL, INC. | 10 | 10 | 0.12% | 0.17% | 0.22% | Q2 2014 | Q2 2019 | 20 |
PRINCIPAL FINANCIAL GROUP INC | 17 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
US BANCORP \DE\ | 13 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 20 |
Cardan Capital Partners, LLC | 20 | 20 | 0.35% | 1.00% | 1.74% | Q4 2016 | Q3 2021 | 20 |
Patriot Financial Group Insurance Agency, LLC | 16 | 4 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q2 2022 | 20 |
OneDigital Investment Advisors LLC | 20 | 20 | 0.01% | 0.12% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Vigilant Capital Management, LLC | 20 | 20 | 0.15% | 1.95% | 2.52% | Q2 2013 | Q1 2018 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Reitz Capital Advisors LLC | 19 | 19 | 0.22% | 0.67% | 1.08% | Q4 2018 | Q2 2023 | 19 |
Capital Advisors, Ltd. LLC | 18 | 1 | 0.01% | 0.03% | 0.11% | Q1 2015 | Q1 2020 | 19 |
Blue Chip Partners, LLC | 19 | 19 | 0.07% | 0.27% | 1.52% | Q4 2018 | Q2 2023 | 19 |
Simplicity Solutions, LLC | 8 | 1 | 0.00% | 0.07% | 0.27% | Q4 2014 | Q1 2021 | 19 |
ARGI Investment Services, LLC | 11 | 8 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2022 | 19 |
GIRARD PARTNERS LTD. | 19 | 19 | 0.04% | 0.08% | 0.12% | Q1 2018 | Q3 2022 | 19 |
Live Your Vision, LLC | 11 | 7 | 0.01% | 0.47% | 1.25% | Q2 2014 | Q1 2019 | 18 |
Apollon Wealth Management, LLC | 18 | 18 | 0.06% | 0.13% | 0.31% | Q2 2019 | Q3 2023 | 18 |
MACKAY SHIELDS LLC | 10 | 8 | 0.04% | 0.11% | 0.27% | Q2 2013 | Q4 2019 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.06% | 0.23% | Q2 2013 | Q3 2017 | 18 |
CALTON & ASSOCIATES, INC. | 16 | 1 | 0.04% | 0.21% | 0.33% | Q4 2017 | Q2 2023 | 18 |
Bouchey Financial Group Ltd | 18 | 18 | 0.06% | 1.05% | 1.44% | Q4 2013 | Q1 2018 | 18 |
RIVERSEDGE ADVISORS, LLC | 18 | 18 | 0.43% | 1.99% | 3.30% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.00% | 0.03% | 0.16% | Q2 2019 | Q3 2023 | 18 |
M&T BANK CORP | 9 | 3 | 0.00% | 0.01% | 0.12% | Q4 2014 | Q3 2023 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 0.11% | 0.22% | 0.40% | Q4 2018 | Q4 2023 | 17 |
COLONY GROUP LLC | 9 | 2 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 17 |
Barber Financial Group, Inc. | 17 | 17 | 0.15% | 0.61% | 0.97% | Q1 2018 | Q1 2022 | 17 |
Mariner, LLC | 12 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 17 |
F3Logic, LLC | 11 | 6 | 0.01% | 0.10% | 0.42% | Q1 2018 | Q4 2022 | 17 |
Janney Montgomery Scott LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2022 | 17 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 17 |
Advisory Services Network, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 16 |
Capital Analysts, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 16 |
Tradewinds Capital Management, LLC | 16 | 16 | 0.00% | 1.79% | 5.71% | Q4 2019 | Q3 2023 | 16 |
CITIZENS FINANCIAL GROUP INC/RI | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2021 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.19% | 0.39% | 1.18% | Q1 2015 | Q1 2019 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 16 |
Faithward Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Occidental Asset Management, LLC | 16 | 16 | 0.21% | 0.28% | 0.45% | Q2 2016 | Q1 2020 | 16 |
Commonwealth Equity Services, Inc | 15 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 16 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 16 | 16 | 0.64% | 0.85% | 1.11% | Q4 2018 | Q3 2022 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 14 | 1 | 0.04% | 0.11% | 0.18% | Q3 2011 | Q3 2023 | 15 |
Wagner Wealth Management, LLC | 11 | 4 | 0.06% | 0.29% | 0.54% | Q4 2017 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 1 | 0.00% | 0.04% | 0.16% | Q1 2019 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.01% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 15 |
QP WEALTH MANAGEMENT, LLC | 15 | 15 | 0.35% | 1.03% | 1.90% | Q1 2020 | Q3 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 5 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Clean Yield Group | 10 | 5 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 15 |
ERTS Wealth Advisors, LLC | 15 | 15 | 0.14% | 1.21% | 14.16% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 15 |
IMA Wealth, Inc. | 9 | 1 | 0.00% | 0.02% | 0.13% | Q1 2015 | Q3 2023 | 15 |
Mutual Advisors, LLC | 10 | 4 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 12 | 2 | 0.00% | 0.12% | 0.37% | Q4 2019 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Trust Co | 11 | 3 | 0.00% | 0.08% | 0.15% | Q1 2015 | Q2 2019 | 14 |
Sigma Planning Corp | 14 | 14 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q4 2022 | 14 |
SVB WEALTH LLC | 11 | 3 | 0.01% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 14 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 14 | 14 | 0.07% | 0.46% | 1.03% | Q4 2019 | Q1 2023 | 14 |
ProVise Management Group, LLC | 12 | 1 | 0.04% | 0.15% | 0.25% | Q3 2016 | Q1 2020 | 13 |
BlackRock Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Advisory Alpha, LLC | 11 | 2 | 0.00% | 0.12% | 0.31% | Q2 2018 | Q3 2023 | 13 |
Peak Asset Management, LLC | 13 | 13 | 0.07% | 0.26% | 0.64% | Q4 2014 | Q4 2017 | 13 |
Pensionmark Financial Group, LLC | 13 | 13 | 0.09% | 0.21% | 0.29% | Q3 2020 | Q3 2023 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 1 | 0.02% | 0.08% | 0.22% | Q4 2018 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.29% | 0.44% | 0.67% | Q4 2020 | Q4 2023 | 13 |
Sargent Bickham Lagudis LLC | 10 | 3 | 0.01% | 0.09% | 0.38% | Q4 2016 | Q4 2022 | 13 |
Teamwork Financial Advisors, LLC | 12 | 1 | 0.04% | 0.25% | 0.47% | Q4 2019 | Q3 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.01% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Traynor Capital Management, Inc. | 12 | 12 | 0.03% | 0.59% | 0.88% | Q2 2019 | Q1 2022 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 1.05% | 1.50% | 1.72% | Q4 2020 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 0.21% | 0.96% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Arbor Wealth Management, LLC | 12 | 12 | 0.29% | 0.36% | 0.48% | Q4 2015 | Q3 2018 | 12 |
MOSELEY INVESTMENT MANAGEMENT INC | 12 | 12 | 0.10% | 0.47% | 1.05% | Q1 2019 | Q4 2021 | 12 |
Samalin Investment Counsel, LLC | 12 | 12 | 0.18% | 0.24% | 0.37% | Q4 2019 | Q3 2022 | 12 |
Advisory Resource Group | 9 | 3 | 0.06% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
BREMER TRUST NATIONAL ASSOCIATION | 12 | 12 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q4 2018 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.01% | 1.03% | 2.66% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Winfield Associates, Inc. | 12 | 12 | 0.01% | 0.09% | 0.12% | Q1 2015 | Q4 2017 | 12 |
CAHILL FINANCIAL ADVISORS INC | 12 | 12 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.15% | 0.53% | Q1 2014 | Q4 2016 | 12 |
TOWNSQUARE CAPITAL LLC | 6 | 3 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 12 |
Disciplined Investments, LLC | 12 | 12 | 0.05% | 0.08% | 0.14% | Q4 2019 | Q3 2022 | 12 |
Syverson Strege & Co | 12 | 12 | 0.19% | 1.14% | 9.00% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BROWN BROTHERS HARRIMAN & CO | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 11 |
SeaCrest Wealth Management, LLC | 6 | 5 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 11 |
BLACKROCK ADVISORS LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2016 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2019 | 11 |
DUBUQUE BANK & TRUST CO | 11 | 11 | 0.31% | 0.43% | 0.53% | Q1 2021 | Q3 2023 | 11 |
HL FINANCIAL SERVICES LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
Global Trust Asset Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.13% | Q3 2018 | Q1 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 2 | 0.01% | 4.08% | 17.35% | Q3 2013 | Q2 2021 | 11 |
Guidant Wealth Advisors | 11 | 11 | 0.06% | 0.11% | 0.19% | Q4 2016 | Q2 2019 | 11 |
MATHER GROUP, LLC. | 7 | 4 | 0.01% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 11 |
MidWestOne Financial Group, Inc. | 11 | 11 | 0.08% | 0.17% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q2 2023 | 11 |
Beta Wealth Group, Inc. | 11 | 11 | 0.58% | 2.03% | 3.94% | Q1 2021 | Q3 2023 | 11 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.30% | 0.88% | Q2 2020 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 11 |
Tortoise Investment Management, LLC | 11 | 11 | 0.11% | 0.29% | 0.64% | Q1 2021 | Q3 2023 | 11 |
New England Investment & Retirement Group, Inc. | 11 | 11 | 0.14% | 0.37% | 0.54% | Q4 2016 | Q2 2019 | 11 |
Weitzel Financial Services, Inc. | 10 | 10 | 0.17% | 0.30% | 0.35% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Archford Capital Strategies, LLC | 6 | 2 | 0.00% | 0.03% | 0.27% | Q4 2015 | Q2 2019 | 10 |
Everhart Financial Group, Inc. | 7 | 3 | 0.21% | 0.28% | 0.36% | Q4 2020 | Q3 2023 | 10 |
Carmichael Hill & Associates, Inc. | 10 | 10 | 0.01% | 0.12% | 0.46% | Q2 2021 | Q3 2023 | 10 |
CHEMICAL BANK | 10 | 10 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q2 2019 | 10 |
IHT Wealth Management, LLC | 5 | 2 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 10 |
Tarbox Family Office, Inc. | 10 | 10 | 0.03% | 0.08% | 0.25% | Q1 2016 | Q2 2018 | 10 |
FIRST MANHATTAN CO. LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q1 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.14% | 1.11% | 1.96% | Q4 2021 | Q4 2023 | 9 |
Allworth Financial LP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
NewSquare Capital LLC | 9 | 9 | 0.04% | 0.06% | 0.13% | Q2 2013 | Q2 2015 | 9 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 9 | 0.03% | 0.73% | 1.84% | Q4 2016 | Q4 2018 | 9 |
Orion Portfolio Solutions, LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.02% | 0.10% | 0.42% | Q4 2019 | Q4 2022 | 9 |
LexAurum Advisors, LLC | 9 | 9 | 0.65% | 0.85% | 1.09% | Q4 2017 | Q4 2019 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 9 |
Friedenthal Financial | 9 | 9 | 0.22% | 0.35% | 0.41% | Q3 2014 | Q3 2016 | 9 |
AXA S.A. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 9 |
Kovack Advisors, Inc. | 9 | 9 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q4 2021 | 9 |
Carroll Financial Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 7 | 2 | 0.00% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 9 |
WealthShield Partners, LLC | 7 | 2 | 0.05% | 0.17% | 0.43% | Q1 2021 | Q3 2023 | 9 |
Cetera Advisors LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 9 |
Smart Money Group LLC | 9 | 9 | 0.18% | 0.50% | 0.84% | Q1 2020 | Q1 2022 | 9 |
Engrave Wealth Partners LLC | 8 | 1 | 0.01% | 0.40% | 0.85% | Q1 2020 | Q4 2022 | 9 |
AlphaStar Capital Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 9 |
Executive Wealth Management, LLC | 8 | 8 | 0.20% | 0.24% | 0.37% | Q4 2021 | Q3 2023 | 8 |
First Heartland Consultants, Inc. | 7 | 1 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q2 2022 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.39% | 1.18% | 3.96% | Q4 2021 | Q3 2023 | 8 |
INTEGRAL INVESTMENT ADVISORS, INC. | 8 | 8 | 0.22% | 0.57% | 0.87% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.26% | 0.59% | Q3 2016 | Q3 2023 | 8 |
AlphaCentric Advisors LLC | 5 | 3 | 0.01% | 0.07% | 0.18% | Q2 2020 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 1.77% | 2.50% | 3.50% | Q1 2021 | Q3 2023 | 8 |
MCF Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2019 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 1.62% | 1.81% | 1.97% | Q4 2021 | Q3 2023 | 8 |
Orcam Financial Group | 8 | 8 | 2.92% | 4.51% | 5.90% | Q4 2021 | Q3 2023 | 8 |
Fort Point Capital Partners LLC | 8 | 8 | 0.04% | 0.10% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Endurance Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.14% | 0.35% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 2.95% | 3.42% | 3.97% | Q4 2021 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Bison Wealth, LLC | 3 | 1 | 0.01% | 0.24% | 0.66% | Q1 2015 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q1 2021 | 8 |
VSR Financial Services, Inc. | 5 | 3 | 0.05% | 0.13% | 0.18% | Q2 2014 | Q2 2016 | 8 |
CENTAURUS FINANCIAL, INC. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Aptus Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 8 |
ROBINSON CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.72% | 2.14% | 6.03% | Q2 2016 | Q2 2022 | 8 |
DRAVO BAY LLC | 8 | 8 | 0.47% | 1.00% | 1.73% | Q4 2021 | Q3 2023 | 8 |
TELEMUS CAPITAL, LLC | 7 | 1 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q1 2022 | 8 |
LifePro Asset Management | 8 | 8 | 0.15% | 0.26% | 0.33% | Q4 2021 | Q3 2023 | 8 |
CITY NATIONAL BANK | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
Value Monitoring, Inc. | 7 | 1 | 2.77% | 22.97% | 49.99% | Q2 2020 | Q2 2022 | 8 |
Erickson Financial Group, LLC | 8 | 8 | 3.48% | 3.73% | 4.20% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.17% | 0.31% | 0.45% | Q4 2021 | Q3 2023 | 8 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2020 | 8 |
Moloney Securities Asset Management, LLC | 5 | 3 | 0.35% | 0.75% | 1.19% | Q2 2018 | Q4 2020 | 8 |
Bogart Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 7 |
SUNTRUST BANKS INC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2017 | 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2020 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.09% | 0.23% | Q1 2021 | Q3 2022 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q1 2021 | 7 |
FLAGSTAR ADVISORS INC | 7 | 7 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
FormulaFolio Investments, LLC | 3 | 2 | 0.00% | 0.66% | 4.55% | Q2 2019 | Q2 2021 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.03% | 0.53% | 1.30% | Q2 2022 | Q3 2023 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Stokes & Hubbell Capital Management, LLC | 7 | 7 | 0.05% | 0.12% | 0.20% | Q4 2016 | Q2 2018 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Modera Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BOSTON ADVISORS LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2019 | 7 |
BENJAMIN EDWARDS INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Keystone Financial Group | 5 | 2 | 0.04% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2022 | 7 |
Miracle Mile Advisors, LLC | 6 | 1 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q3 2020 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.13% | 0.37% | 0.48% | Q1 2022 | Q3 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.22% | 0.50% | 0.81% | Q1 2022 | Q3 2023 | 7 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 6 | 1 | 0.00% | 1.07% | 3.88% | Q1 2016 | Q4 2018 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q2 2021 | 7 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 1 | 0.01% | 0.24% | 0.74% | Q4 2016 | Q4 2022 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2015 | Q1 2017 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CX Institutional | 6 | 6 | 0.38% | 0.58% | 0.72% | Q2 2022 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.10% | 0.31% | Q2 2020 | Q3 2023 | 6 |
GYL FINANCIAL SYNERGIES, LLC | 5 | 1 | 0.08% | 0.20% | 0.52% | Q4 2019 | Q3 2023 | 6 |
Mayflower Financial Advisors, LLC | 5 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 6 |
MBL Wealth, LLC | 6 | 6 | 0.08% | 0.25% | 0.36% | Q2 2022 | Q3 2023 | 6 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 6 |
Financial Strategies Group, Inc. | 5 | 1 | 0.09% | 0.18% | 0.25% | Q1 2022 | Q3 2023 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.07% | 0.13% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Tennessee Valley Asset Management Partners | 6 | 6 | 0.11% | 0.46% | 0.54% | Q2 2022 | Q3 2023 | 6 |
GUGGENHEIM CAPITAL LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Lumature Wealth Partners, LLC | 6 | 6 | 0.10% | 0.13% | 0.20% | Q1 2021 | Q2 2022 | 6 |
Foothills Asset Management, Ltd. | 6 | 6 | 0.53% | 0.58% | 0.65% | Q4 2018 | Q1 2020 | 6 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 5 | 1 | 0.33% | 0.35% | 0.38% | Q1 2021 | Q3 2022 | 6 |
Pallas Capital Advisors LLC | 5 | 1 | 0.05% | 1.15% | 1.63% | Q1 2022 | Q3 2023 | 6 |
Fortitude Advisory Group L.L.C. | 6 | 6 | 0.16% | 0.21% | 0.27% | Q4 2021 | Q1 2023 | 6 |
Horizon Investments, LLC | 6 | 6 | 0.27% | 0.35% | 0.42% | Q1 2014 | Q2 2015 | 6 |
Canvas Wealth Advisors, LLC | 5 | 1 | 0.10% | 0.22% | 0.34% | Q2 2021 | Q1 2023 | 6 |
Bruderman Asset Management, LLC | 5 | 1 | 0.10% | 0.10% | 0.12% | Q1 2020 | Q3 2021 | 6 |
Nachman Norwood & Parrott, Inc | 6 | 6 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q2 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Fluent Financial, LLC | 6 | 6 | 0.11% | 0.60% | 0.99% | Q2 2021 | Q3 2022 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 6 |
CAPE COD FIVE CENTS SAVINGS BANK | 6 | 6 | 0.26% | 0.38% | 0.56% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Aaron Wealth Advisors LLC | 6 | 6 | 0.76% | 1.32% | 3.09% | Q4 2020 | Q1 2022 | 6 |
Parcion Private Wealth LLC | 6 | 6 | 0.10% | 1.27% | 4.91% | Q2 2022 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 3 | 3 | 0.27% | 0.37% | 0.44% | Q2 2019 | Q4 2021 | 6 |
Bragg Financial Advisors, Inc | 6 | 6 | 0.04% | 0.13% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.07% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
StoneX Group Inc. | 6 | 6 | 0.12% | 0.16% | 0.22% | Q2 2019 | Q3 2020 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
KilterHowling LLC | 4 | 2 | 0.23% | 0.29% | 0.33% | Q4 2021 | Q2 2023 | 6 |
Harborview Advisors, LLC | 5 | 1 | 0.11% | 0.41% | 0.50% | Q4 2017 | Q3 2021 | 6 |
Johnson Midwest Financial, LLC | 6 | 6 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Annex Advisory Services, LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Paladin Advisory Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
VICUS CAPITAL | 6 | 6 | 0.02% | 0.10% | 0.17% | Q4 2021 | Q1 2023 | 6 |
CONNING INC. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Prentice Wealth Management LLC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q4 2019 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q1 2022 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Strategic Financial Planning, Inc. | 4 | 1 | 0.18% | 0.27% | 0.34% | Q1 2022 | Q2 2023 | 5 |
Estate Counselors, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q1 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
LOOMIS SAYLES & CO L P | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
COMERICA BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Econ Financial Services Corp | 3 | 2 | 0.02% | 0.40% | 0.70% | Q4 2021 | Q2 2023 | 5 |
Gemmer Asset Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Hanlon Investment Management, Inc. | 2 | 1 | 0.00% | 4.16% | 7.43% | Q1 2014 | Q2 2019 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 5 |
My Legacy Advisors, LLC | 5 | 5 | 0.14% | 0.27% | 0.43% | Q1 2022 | Q1 2023 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q2 2022 | 5 |
Placemark Investments, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 5 |
Strategic Capital Alternatives LLC | 5 | 5 | 0.52% | 1.15% | 2.11% | Q3 2014 | Q3 2015 | 5 |
Sound Financial Strategies Group, LLC | 4 | 1 | 1.78% | 2.43% | 2.98% | Q4 2020 | Q2 2023 | 5 |
BCS Wealth Management | 5 | 5 | 0.11% | 0.14% | 0.20% | Q3 2022 | Q3 2023 | 5 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.56% | 0.89% | 1.14% | Q3 2022 | Q3 2023 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 5 |
Argentus Capital Management, LLC | 3 | 2 | 0.00% | 0.26% | 0.84% | Q3 2014 | Q1 2016 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.13% | 0.14% | 0.16% | Q4 2018 | Q4 2019 | 5 |
FINANCIAL CONSULATE, INC | 5 | 5 | 0.18% | 0.20% | 0.23% | Q1 2018 | Q1 2019 | 5 |
SAXON INTERESTS, INC. | 3 | 2 | 0.13% | 0.47% | 0.74% | Q4 2021 | Q2 2023 | 5 |
Baystate Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Strategies Wealth Advisors, LLC | 4 | 1 | 0.05% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Financial Advocates Investment Management | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 5 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.13% | 0.18% | 0.24% | Q4 2013 | Q4 2014 | 5 |
Harbor Group, Inc. | 3 | 2 | 0.13% | 0.44% | 1.08% | Q2 2022 | Q3 2023 | 5 |
Brand Asset Management Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Cable Hill Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.21% | 0.37% | Q4 2014 | Q2 2017 | 4 |
PENOBSCOT WEALTH MANAGEMENT | 4 | 4 | 0.21% | 0.22% | 0.24% | Q2 2021 | Q1 2022 | 4 |
Curtis Advisory Group, LLC | 4 | 4 | 0.15% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Baldrige Asset Management LLC | 4 | 4 | 0.34% | 0.37% | 0.40% | Q1 2019 | Q4 2019 | 4 |
Crow Point Partners, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q2 2017 | 4 |
Jordan Park Group LLC | 4 | 4 | 0.15% | 0.88% | 1.82% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
GRIMES & COMPANY, INC. | 4 | 4 | 2.95% | 3.13% | 3.34% | Q4 2016 | Q3 2017 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.85% | 0.90% | 0.94% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.02% | 0.06% | 0.16% | Q3 2021 | Q3 2022 | 4 |
Richard Bernstein Advisors LLC | 4 | 4 | 1.32% | 2.74% | 3.64% | Q1 2014 | Q4 2014 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Meridian Wealth Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 4 |
Brio Consultants, LLC | 4 | 4 | 0.04% | 0.17% | 0.50% | Q2 2022 | Q1 2023 | 4 |
Elequin Capital, LP | 4 | 4 | 0.02% | 0.46% | 0.78% | Q4 2021 | Q3 2022 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.85% | 1.05% | 1.17% | Q4 2022 | Q3 2023 | 4 |
WEALTH MANAGEMENT RESOURCES, INC. | 2 | 2 | 0.36% | 0.40% | 0.48% | Q4 2021 | Q3 2023 | 4 |
Texas Capital Bank Wealth Management Services Inc | 3 | 1 | 0.04% | 0.08% | 0.18% | Q4 2019 | Q1 2021 | 4 |
ShoreHaven Wealth Partners, LLC | 4 | 4 | 0.16% | 0.62% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Weaver Consulting Group | 3 | 1 | 0.10% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 4 |
Alta Wealth Advisors LLC | 4 | 4 | 0.20% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.16% | 0.24% | 0.30% | Q3 2019 | Q2 2020 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 0.27% | 0.42% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
LEO BROKERAGE, LLC | 3 | 1 | 0.14% | 0.20% | 0.28% | Q1 2021 | Q1 2022 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.34% | 0.37% | 0.39% | Q1 2022 | Q4 2022 | 4 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 4 |
First Capital Advisors Group, LLC. | 3 | 1 | 0.02% | 0.25% | 0.39% | Q4 2016 | Q1 2018 | 4 |
Greenwich Investment Management, Inc. | 4 | 4 | 0.25% | 0.59% | 0.80% | Q4 2019 | Q3 2020 | 4 |
BTS Asset Management, Inc. | 4 | 4 | 0.19% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Powers Advisory Group, LLC | 4 | 4 | 0.17% | 0.23% | 0.42% | Q4 2021 | Q3 2022 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Founders Financial Alliance, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q3 2021 | 4 |
CAPITAL INSIGHT PARTNERS, LLC | 4 | 4 | 0.72% | 1.02% | 1.19% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Gray Wealth Management Inc. | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
FOSTER & MOTLEY INC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q2 2023 | 4 |
Paracle Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q1 2021 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.03% | 0.16% | 0.27% | Q4 2013 | Q2 2022 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
SevenBridge Financial Group, LLC | 4 | 4 | 0.34% | 0.39% | 0.43% | Q4 2022 | Q3 2023 | 4 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.15% | 0.31% | 0.57% | Q4 2014 | Q3 2015 | 4 |
Missouri Trust & Investment Co | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Apriem Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Altus Wealth Group LLC | 4 | 4 | 0.16% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
KRAEMATON INVESTMENT ADVISORS, INC | 4 | 4 | 1.18% | 1.23% | 1.29% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Sightline Wealth Advisors, LLC | 4 | 4 | 0.18% | 0.20% | 0.23% | Q4 2020 | Q3 2021 | 4 |
Signify Wealth | 4 | 4 | 0.48% | 0.54% | 0.71% | Q4 2022 | Q3 2023 | 4 |
SYM FINANCIAL Corp | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q3 2019 | 4 |
NORTHERN TRUST CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Peak Capital Management LLC | 3 | 1 | 0.01% | 0.11% | 0.40% | Q2 2017 | Q3 2018 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.22% | 0.24% | 0.28% | Q4 2014 | Q3 2015 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ACT Advisors, LLC. | 4 | 4 | 0.53% | 0.58% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Crescent Grove Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 4 | 4 | 0.00% | 0.77% | 2.30% | Q4 2017 | Q3 2018 | 4 |
Breakwater Capital Group | 3 | 3 | 0.11% | 0.19% | 0.35% | Q1 2023 | Q3 2023 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.15% | 0.28% | 0.39% | Q3 2014 | Q2 2015 | 3 |
Retirement Investment Advisors, Inc. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 3 | 3 | 0.17% | 0.34% | 0.67% | Q3 2019 | Q1 2020 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 1.03% | 1.15% | 1.21% | Q4 2020 | Q2 2021 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q1 2017 | 3 |
Betterment LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Personal Wealth Partners | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2021 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Capital Investment Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 3 |
Smith Anglin Financial, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Broadview Financial Management, LLC | 3 | 3 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q1 2023 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 3 |
Inspire Advisors, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Legacy Financial Advisors, Inc. | 2 | 1 | 0.09% | 0.16% | 0.28% | Q1 2022 | Q4 2022 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 0.34% | 0.39% | 0.42% | Q1 2015 | Q3 2015 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
ERn Financial, LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q2 2019 | Q4 2019 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Hilltop Partners LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q2 2020 | 3 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Key FInancial Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 3 |
Cypress Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Sawyer & Company, Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 1 | 0.24% | 0.44% | 0.80% | Q2 2019 | Q2 2022 | 3 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Gallacher Capital Management LLC | 3 | 3 | 0.31% | 0.32% | 0.32% | Q4 2022 | Q2 2023 | 3 |
Trilogy Capital Inc. | 2 | 1 | 0.26% | 0.52% | 0.65% | Q4 2018 | Q3 2019 | 3 |
Howard Capital Management Inc. | 3 | 3 | 0.11% | 0.14% | 0.16% | Q2 2021 | Q4 2021 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.17% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 3 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 3 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.03% | 0.09% | 0.20% | Q4 2018 | Q4 2021 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 2.14% | 2.88% | 3.38% | Q4 2021 | Q2 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q2 2017 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2021 | 3 |
Western Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 3 |
INTRUST BANK NA | 3 | 3 | 0.38% | 0.40% | 0.43% | Q2 2013 | Q4 2013 | 3 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Integrated Wealth Management | 3 | 3 | 0.06% | 0.08% | 0.09% | Q3 2016 | Q1 2017 | 3 |
Baker Avenue Asset Management, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
AdvisorShares Investments LLC | 1 | 1 | 0.02% | 0.23% | 0.44% | Q4 2019 | Q4 2020 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.01% | 0.10% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
American Family Insurance Mutual Holding Co | 2 | 2 | 0.46% | 0.55% | 0.63% | Q2 2021 | Q3 2021 | 2 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2021 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
BHF RG Capital Inc. | 2 | 2 | 0.69% | 0.76% | 0.82% | Q4 2019 | Q1 2020 | 2 |
Iowa State Bank | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q3 2016 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.29% | 0.35% | 0.40% | Q4 2022 | Q1 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.47% | 0.47% | 0.47% | Q4 2021 | Q1 2022 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 0.15% | 0.19% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.13% | 0.28% | 0.44% | Q3 2014 | Q3 2018 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
WEST MICHIGAN ADVISORS, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Pinnacle Wealth Planning Services, Inc. | 2 | 2 | 5.32% | 5.43% | 5.54% | Q2 2022 | Q3 2022 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Clarity Financial LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.34% | 0.48% | 0.62% | Q4 2021 | Q1 2022 | 2 |
Sterling Financial Group, Inc. | 2 | 2 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
OPPENHEIMER & CO INC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.89% | 0.98% | 1.06% | Q4 2021 | Q1 2022 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q1 2018 | 2 |
Sandbox Financial Partners, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2021 | Q4 2021 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.58% | 0.61% | 0.64% | Q1 2014 | Q2 2014 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.21% | 0.50% | 0.78% | Q2 2021 | Q4 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
WASHINGTON TRUST BANK | 1 | 1 | 0.01% | 0.08% | 0.15% | Q4 2014 | Q3 2023 | 2 |
Bremer Bank National Association | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Veracity Capital LLC | 2 | 2 | 0.31% | 0.35% | 0.38% | Q2 2020 | Q3 2020 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.10% | 0.19% | Q4 2022 | Q3 2023 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.56% | 1.08% | 1.61% | Q2 2023 | Q3 2023 | 2 |
Wellspring Financial Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
TD Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
Strategic Capital Group LLC | 2 | 2 | 1.67% | 1.74% | 1.82% | Q1 2014 | Q2 2014 | 2 |
STEPH & CO | 2 | 2 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q1 2020 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.07% | 0.13% | Q2 2022 | Q3 2022 | 2 |
Treasure Coast Financial Planning | 2 | 2 | 0.97% | 1.02% | 1.08% | Q4 2021 | Q1 2022 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.04% | 0.11% | 0.17% | Q2 2016 | Q3 2016 | 2 |
HWG Holdings LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Holistic Financial Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Levy Wealth Management Group, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
RFG HOLDINGS, INC. | 2 | 2 | 2.02% | 2.08% | 2.14% | Q3 2021 | Q4 2021 | 2 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 1 | 1 | 0.12% | 0.12% | 0.13% | Q2 2022 | Q3 2023 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2017 | Q1 2018 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2017 | Q3 2017 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q4 2017 | 2 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Oribel Capital Management, LP | 1 | 1 | 1.07% | 1.07% | 1.07% | Q2 2022 | Q2 2022 | 1 |
ORG Partners LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2023 | Q2 2023 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
Cordasco Financial Network | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2015 | Q1 2015 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2019 | Q4 2019 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2023 | Q2 2023 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Sciencast Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2021 | Q4 2021 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2021 | Q2 2021 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Menard Financial Group LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2019 | Q4 2019 | 1 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2020 | Q4 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2022 | Q4 2022 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
New World Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2022 | Q3 2022 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2019 | Q4 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
CLIENT 1ST ADVISORY GROUP, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Next Level Private LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Bowman & Co S.C. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 3.62% | 3.62% | 3.62% | Q4 2016 | Q4 2016 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2022 | Q2 2022 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Price Capital Management, Inc. | 1 | 1 | 2.70% | 2.70% | 2.70% | Q2 2019 | Q2 2019 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2023 | Q4 2023 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Arlington Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Prostatis Group LLC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q2 2020 | Q2 2020 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Oakwell Private Wealth Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CMC Financial Group | 1 | 1 | 20.43% | 20.43% | 20.43% | Q1 2019 | Q1 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.