Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.02% | 0.18% | 0.33% | Q3 2013 | Q4 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
HBK Sorce Advisory LLC | 40 | 40 | 0.01% | 0.06% | 0.32% | Q2 2013 | Q1 2023 | 40 |
Windsor Capital Management, LLC | 38 | 38 | 0.11% | 0.90% | 2.17% | Q2 2013 | Q3 2022 | 38 |
SignalPoint Asset Management, LLC | 38 | 38 | 0.07% | 0.20% | 0.58% | Q2 2013 | Q3 2022 | 38 |
American Research & Management Co. | 38 | 38 | 0.02% | 0.68% | 2.12% | Q2 2013 | Q3 2022 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 25 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Transamerica Financial Advisors, Inc. | 31 | 5 | 0.00% | 0.27% | 1.76% | Q1 2014 | Q3 2023 | 36 |
Charles Schwab Investment Advisory, Inc. | 35 | 35 | 0.00% | 0.09% | 0.28% | Q1 2015 | Q3 2023 | 35 |
AMERIPRISE FINANCIAL INC | 31 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
US BANCORP \DE\ | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 34 |
Regal Investment Advisors LLC | 27 | 1 | 0.03% | 0.46% | 1.33% | Q2 2013 | Q4 2021 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 24 | 2 | 0.00% | 0.09% | 0.75% | Q3 2015 | Q3 2023 | 30 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 29 |
North Star Investment Management Corp. | 20 | 9 | 0.00% | 0.04% | 0.08% | Q2 2014 | Q3 2021 | 29 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 18 | 2 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 28 |
SNS Financial Group, LLC | 27 | 27 | 0.12% | 0.23% | 0.37% | Q2 2016 | Q4 2022 | 27 |
ROCKY MOUNTAIN ADVISERS, LLC | 27 | 27 | 0.03% | 0.15% | 0.26% | Q1 2017 | Q3 2023 | 27 |
Jackson, Grant Investment Advisers, Inc. | 27 | 27 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2022 | 27 |
BALDWIN BROTHERS LLC/MA | 21 | 5 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.02% | 0.16% | Q2 2017 | Q3 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 25 | 0.01% | 0.23% | 0.45% | Q4 2017 | Q4 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 25 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2020 | 25 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2022 | 25 |
TOMPKINS FINANCIAL CORP | 19 | 6 | 0.00% | 0.07% | 0.15% | Q3 2016 | Q4 2022 | 25 |
Winslow, Evans & Crocker, Inc. | 16 | 1 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q4 2020 | 24 |
Stonehearth Capital Management, LLC | 24 | 24 | 0.73% | 1.14% | 1.40% | Q1 2017 | Q4 2022 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.16% | 0.46% | Q4 2017 | Q3 2023 | 24 |
NewSquare Capital LLC | 12 | 2 | 0.00% | 1.68% | 7.45% | Q1 2016 | Q2 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
1834 INVESTMENT ADVISORS CO | 24 | 24 | 0.03% | 0.33% | 0.78% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 24 |
Gradient Investments LLC | 24 | 24 | 0.00% | 0.16% | 1.10% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
Private Advisor Group, LLC | 19 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 16 | 6 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q2 2022 | 22 |
Baird Financial Group, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.01% | 1.10% | 2.47% | Q4 2017 | Q1 2023 | 22 |
INVESTMENT PARTNERS, LTD. | 22 | 22 | 0.41% | 1.10% | 2.53% | Q4 2014 | Q1 2020 | 22 |
Allworth Financial LP | 22 | 22 | 0.01% | 0.45% | 1.07% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 16 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 22 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.08% | 0.48% | Q3 2018 | Q3 2023 | 21 |
Diligent Investors, LLC | 12 | 8 | 0.25% | 0.69% | 1.61% | Q4 2017 | Q3 2023 | 20 |
ST GERMAIN D J CO INC | 17 | 3 | 0.05% | 0.68% | 1.35% | Q4 2018 | Q4 2023 | 20 |
CHATHAM CAPITAL GROUP, INC. | 20 | 20 | 0.08% | 0.22% | 0.29% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.02% | 0.15% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.15% | 0.30% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Shulman DeMeo Asset Management LLC | 11 | 8 | 1.20% | 1.73% | 2.53% | Q4 2018 | Q3 2023 | 19 |
DFPG INVESTMENTS, LLC | 19 | 19 | 0.03% | 0.47% | 1.57% | Q4 2018 | Q2 2023 | 19 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q3 2021 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 19 |
FMR LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Lido Advisors, LLC | 19 | 19 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Baltimore-Washington Financial Advisors, Inc. | 19 | 19 | 0.02% | 0.20% | 1.71% | Q4 2018 | Q2 2023 | 19 |
Financial Insights, Inc. | 17 | 1 | 0.17% | 0.32% | 0.46% | Q1 2019 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.02% | 0.65% | 1.00% | Q2 2019 | Q3 2023 | 18 |
AlphaStar Capital Management, LLC | 18 | 18 | 0.05% | 0.52% | 1.18% | Q1 2018 | Q2 2022 | 18 |
Advisory Services Network, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Voya Financial Advisors, Inc. | 12 | 2 | 0.02% | 0.11% | 0.21% | Q1 2016 | Q1 2023 | 18 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 18 |
NEXT Financial Group, Inc | 12 | 5 | 0.00% | 0.20% | 0.48% | Q3 2014 | Q4 2021 | 17 |
Steinberg Global Asset Management | 17 | 17 | 0.32% | 0.77% | 1.53% | Q4 2013 | Q4 2017 | 17 |
GOLDMAN SACHS GROUP INC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Betterment LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 17 |
HCR Wealth Advisors | 11 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.02% | 0.46% | 1.03% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.09% | 0.23% | 0.41% | Q4 2019 | Q3 2023 | 16 |
AlphaMark Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2017 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Advisors, Inc. | 14 | 1 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 16 | 16 | 0.01% | 0.12% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
M&T BANK CORP | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.00% | 0.12% | 0.24% | Q1 2020 | Q3 2023 | 15 |
HighTower Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
AE Wealth Management LLC | 13 | 2 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q1 2023 | 15 |
SWS Partners | 5 | 1 | 0.40% | 0.79% | 1.15% | Q4 2017 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
PROTECTIVE LIFE CORP | 15 | 15 | 0.45% | 22.81% | 28.40% | Q3 2019 | Q1 2023 | 15 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 9 | 6 | 0.12% | 0.28% | 0.46% | Q4 2017 | Q3 2022 | 15 |
Sage Advisory Services, Ltd.Co. | 15 | 15 | 0.21% | 2.08% | 5.28% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 15 |
Prospera Financial Services Inc | 11 | 4 | 0.01% | 0.90% | 4.86% | Q1 2016 | Q1 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q2 2023 | 15 |
McAdam, LLC | 14 | 1 | 0.02% | 0.07% | 0.13% | Q3 2018 | Q3 2023 | 15 |
Texas Yale Capital Corp. | 14 | 14 | 0.02% | 0.17% | 0.24% | Q4 2018 | Q1 2022 | 14 |
KCS Wealth Advisory | 14 | 14 | 0.13% | 0.49% | 1.06% | Q2 2019 | Q3 2022 | 14 |
Lowe Wealth Advisors, LLC | 13 | 1 | 0.00% | 0.09% | 0.16% | Q1 2020 | Q4 2023 | 14 |
SVB WEALTH LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 14 | 14 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.22% | 0.61% | 0.92% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 9 | 2 | 0.00% | 0.06% | 0.33% | Q4 2019 | Q3 2023 | 14 |
REGIONS FINANCIAL CORP | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 13 |
Measured Wealth Private Client Group, LLC | 13 | 13 | 0.20% | 0.96% | 1.59% | Q2 2019 | Q2 2022 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.01% | 0.09% | 0.25% | Q1 2018 | Q4 2021 | 13 |
PRUDENTIAL PLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Bath Savings Trust Co | 13 | 13 | 0.15% | 0.28% | 0.38% | Q3 2020 | Q3 2023 | 13 |
MACKENZIE FINANCIAL CORP | 7 | 6 | 0.00% | 0.05% | 0.15% | Q2 2018 | Q1 2022 | 13 |
CITY HOLDING CO | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 13 |
Matthew Goff Investment Advisor, LLC | 13 | 13 | 0.05% | 0.08% | 0.12% | Q2 2019 | Q2 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Chevy Chase Trust Holdings, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2016 | 13 |
FDx Advisors, Inc. | 8 | 1 | 0.01% | 0.08% | 0.21% | Q4 2016 | Q1 2023 | 13 |
Capital Analysts, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.03% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CNO Financial Group, Inc. | 12 | 12 | 24.32% | 43.74% | 99.44% | Q4 2020 | Q3 2023 | 12 |
GSB Wealth Management, LLC | 7 | 2 | 0.07% | 0.31% | 0.96% | Q2 2017 | Q2 2023 | 12 |
HBW ADVISORY SERVICES LLC | 12 | 12 | 0.06% | 0.25% | 0.60% | Q2 2020 | Q1 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.03% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Bank of New York Mellon Corp | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.07% | 0.58% | 1.72% | Q3 2020 | Q2 2023 | 12 |
Buffington Mohr McNeal | 12 | 12 | 0.06% | 0.69% | 1.15% | Q1 2019 | Q4 2021 | 12 |
Private Advisory Group LLC | 7 | 5 | 0.10% | 0.60% | 2.31% | Q4 2016 | Q4 2019 | 12 |
Advisory Alpha, LLC | 8 | 4 | 0.00% | 0.17% | 0.81% | Q4 2017 | Q2 2023 | 12 |
Westover Capital Advisors, LLC | 12 | 12 | 0.07% | 0.11% | 0.13% | Q1 2019 | Q4 2021 | 12 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2022 | 11 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 11 |
MUFG Americas Holdings Corp | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
DEUTSCHE BANK AG\ | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 11 |
PFS INVESTMENTS INC. | 8 | 3 | 0.26% | 0.43% | 0.58% | Q2 2020 | Q1 2023 | 11 |
MSI Financial Services Inc | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 11 |
First Allied Advisory Services, Inc. | 10 | 1 | 0.00% | 0.03% | 0.12% | Q1 2016 | Q3 2019 | 11 |
OneDigital Investment Advisors LLC | 8 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.33% | 0.82% | Q1 2016 | Q3 2018 | 11 |
Strategic Wealth Investment Group, LLC | 8 | 1 | 0.04% | 0.24% | 1.02% | Q4 2019 | Q1 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.04% | 0.24% | 0.52% | Q1 2021 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 7 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Belpointe Asset Management LLC | 5 | 2 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q1 2023 | 11 |
Tradewinds Capital Management, LLC | 11 | 11 | 0.06% | 1.78% | 5.08% | Q1 2021 | Q3 2023 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.01% | 0.08% | 0.36% | Q2 2013 | Q4 2015 | 11 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
NBT BANK N A /NY | 9 | 2 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 11 |
Marquette Asset Management, LLC | 8 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 10 |
Global Financial Private Capital, Inc | 10 | 10 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q2 2019 | 10 |
Bard Financial Services, Inc. | 10 | 10 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q1 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SUNTRUST BANKS INC | 6 | 4 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2019 | 10 |
Steward Partners Investment Advisory, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2021 | 10 |
Endurance Wealth Management, Inc. | 10 | 10 | 0.07% | 0.19% | 0.31% | Q1 2021 | Q2 2023 | 10 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 10 | 10 | 0.13% | 0.15% | 0.17% | Q4 2019 | Q1 2022 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CGN Advisors LLC | 8 | 2 | 0.05% | 0.09% | 0.12% | Q2 2021 | Q4 2023 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q2 2022 | 10 |
PATTON ALBERTSON MILLER GROUP, LLC | 10 | 10 | 0.05% | 0.13% | 0.21% | Q4 2019 | Q1 2022 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 10 | 10 | 0.02% | 0.12% | 0.68% | Q4 2018 | Q1 2021 | 10 |
Barry Investment Advisors, LLC | 10 | 10 | 0.05% | 2.53% | 3.37% | Q2 2021 | Q3 2023 | 10 |
M&R CAPITAL MANAGEMENT INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
BRIGHTON JONES LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.42% | 0.84% | 1.07% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
WEALTHSOURCE PARTNERS, LLC | 9 | 9 | 0.05% | 0.11% | 0.16% | Q1 2020 | Q1 2022 | 9 |
JNBA Financial Advisors | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 9 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 9 |
Hillsdale Investment Management Inc. | 9 | 9 | 0.12% | 0.19% | 0.36% | Q2 2013 | Q2 2015 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
NATIONAL PLANNING CORP | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2017 | 9 |
SII INVESTMENTS INC/WI | 7 | 1 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q4 2017 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 1.28% | 2.19% | 2.86% | Q3 2021 | Q3 2023 | 9 |
SRS Capital Advisors, Inc. | 5 | 4 | 0.02% | 0.11% | 0.24% | Q1 2020 | Q2 2022 | 9 |
IFG Advisory, LLC | 9 | 9 | 0.22% | 0.49% | 0.74% | Q2 2021 | Q2 2023 | 9 |
PARK AVENUE SECURITIES LLC | 6 | 3 | 0.01% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 9 |
Artemis Wealth Advisors, LLC | 6 | 3 | 0.03% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.03% | 0.05% | 0.12% | Q3 2019 | Q3 2021 | 9 |
BEAM WEALTH ADVISORS, INC. | 9 | 9 | 0.25% | 0.35% | 0.49% | Q3 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.18% | 0.54% | 1.23% | Q3 2020 | Q3 2022 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Shepherd Financial Partners LLC | 8 | 8 | 0.21% | 0.35% | 1.13% | Q4 2016 | Q3 2018 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q4 2016 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.44% | 0.75% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.50% | 0.56% | 0.64% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 8 |
DAVENPORT & Co LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 8 | 0.03% | 0.06% | 0.07% | Q2 2016 | Q1 2018 | 8 |
Mayflower Financial Advisors, LLC | 6 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 8 |
DB Wealth Management Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Pure Financial Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2023 | 8 |
Destination Wealth Management | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2022 | 8 |
TRUST CO OF VERMONT | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Confluence Wealth Management LLC | 8 | 8 | 0.18% | 0.24% | 0.28% | Q1 2016 | Q4 2017 | 8 |
GUGGENHEIM CAPITAL LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
PETERSON WEALTH MANAGEMENT | 8 | 8 | 1.02% | 1.88% | 4.26% | Q2 2021 | Q1 2023 | 8 |
Zions Bancorporation | 6 | 2 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q3 2018 | 8 |
Coastline Trust Co | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q3 2018 | 8 |
IPG Investment Advisors LLC | 3 | 1 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q2 2023 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 1.01% | 1.10% | 1.22% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON TRUST BANK | 8 | 8 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q4 2018 | 8 |
OPPENHEIMER & CO INC | 6 | 2 | 0.01% | 0.01% | 0.04% | Q3 2016 | Q3 2021 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 1.41% | 1.95% | 2.33% | Q4 2021 | Q3 2023 | 8 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q4 2022 | 8 |
Good Life Advisors, LLC | 8 | 8 | 0.83% | 1.00% | 1.32% | Q1 2021 | Q4 2022 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q1 2022 | 7 |
Asset Dedication, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Altus Wealth Group LLC | 5 | 2 | 0.39% | 0.45% | 0.52% | Q4 2020 | Q3 2022 | 7 |
RFG Advisory, LLC | 5 | 1 | 0.03% | 0.12% | 0.28% | Q4 2018 | Q3 2022 | 7 |
West Wealth Group, LLC | 7 | 7 | 0.18% | 0.26% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Calamos Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Joseph P. Lucia & Associates, LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 7 |
Mechanics Bank Trust Department | 7 | 7 | 0.62% | 1.01% | 1.24% | Q3 2019 | Q1 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Freedom Investment Management, Inc. | 4 | 3 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q4 2020 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bluefin Trading, LLC | 2 | 1 | 0.06% | 0.14% | 0.27% | Q2 2013 | Q4 2019 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2018 | 7 |
CBIZ Investment Advisory Services, LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q4 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
QUEST CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 0.10% | 0.14% | 0.18% | Q2 2020 | Q4 2021 | 7 |
Venturi Wealth Management, LLC | 7 | 7 | 0.07% | 0.09% | 0.12% | Q2 2016 | Q4 2017 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.04% | 0.12% | 0.18% | Q4 2020 | Q1 2022 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 6 |
Apollon Wealth Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 6 |
Smithfield Trust Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.13% | 0.42% | 0.58% | Q4 2021 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
United Asset Strategies, Inc. | 6 | 6 | 0.12% | 0.21% | 0.55% | Q2 2022 | Q3 2023 | 6 |
Baystate Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q2 2023 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q2 2018 | 6 |
Fernwood Investment Management, LLC | 6 | 6 | 0.11% | 0.21% | 0.33% | Q2 2020 | Q3 2021 | 6 |
Golden Green, Inc. | 6 | 6 | 1.04% | 1.54% | 2.06% | Q3 2021 | Q4 2022 | 6 |
HANCOCK WHITNEY CORP | 6 | 6 | 0.09% | 0.10% | 0.13% | Q1 2014 | Q2 2015 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.58% | 0.72% | 1.16% | Q4 2018 | Q1 2020 | 6 |
Falcon Wealth Planning | 6 | 6 | 0.08% | 0.13% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Affiance Financial, LLC | 6 | 6 | 0.17% | 0.22% | 0.30% | Q3 2015 | Q4 2016 | 6 |
Noven Financial Group, Inc. | 6 | 6 | 0.56% | 0.71% | 1.06% | Q4 2018 | Q1 2020 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 6 | 6 | 0.04% | 0.06% | 0.06% | Q4 2018 | Q1 2020 | 6 |
Evanson Asset Management, LLC | 6 | 6 | 0.15% | 0.16% | 0.17% | Q3 2018 | Q4 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
COLONY GROUP LLC | 5 | 1 | 0.02% | 0.11% | 0.17% | Q4 2014 | Q2 2017 | 6 |
Baron Financial Group, LLC | 6 | 6 | 0.01% | 0.41% | 0.83% | Q3 2020 | Q4 2021 | 6 |
WFG Advisors, LP | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q2 2017 | 6 |
CoreFirst Bank & Trust | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
PRUDENTIAL FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
STEPHENS INC /AR/ | 4 | 1 | 0.01% | 0.03% | 0.11% | Q2 2016 | Q3 2022 | 5 |
Essex LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q3 2022 | 5 |
Wealthspire Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Redwood Investment Management, LLC | 5 | 5 | 0.93% | 1.64% | 3.01% | Q1 2019 | Q1 2020 | 5 |
Vantage Investment Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q1 2014 | Q4 2017 | 5 |
Carroll Financial Associates, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 5 |
Curi Wealth Management, LLC | 5 | 5 | 0.24% | 0.55% | 0.70% | Q4 2020 | Q4 2021 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2021 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Advisors Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
EP Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
MinichMacGregor Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Collaborative Wealth Managment Inc. | 3 | 1 | 0.15% | 0.18% | 0.19% | Q1 2021 | Q4 2022 | 5 |
Ausdal Financial Partners, Inc. | 5 | 5 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
ZACKS INVESTMENT MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.04% | 0.11% | Q1 2019 | Q3 2022 | 5 |
StoneX Group Inc. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.27% | 0.38% | 0.47% | Q3 2020 | Q3 2021 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
TD Capital Management LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q4 2021 | 5 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
HARBOR ADVISORY CORP /MA/ | 4 | 4 | 0.23% | 0.27% | 0.38% | Q4 2022 | Q3 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.04% | 0.10% | 0.20% | Q4 2015 | Q3 2016 | 4 |
Charles Schwab Trust Co | 3 | 1 | 0.08% | 0.41% | 1.28% | Q3 2019 | Q3 2020 | 4 |
Grace Capital | 4 | 4 | 0.16% | 0.29% | 0.39% | Q2 2020 | Q1 2021 | 4 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 4 | 4 | 0.17% | 1.48% | 3.05% | Q2 2019 | Q1 2020 | 4 |
Realta Investment Advisors | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OAK HARBOR WEALTH PARTNERS, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Strategic Capital Group LLC | 4 | 4 | 0.04% | 0.29% | 0.59% | Q2 2013 | Q1 2014 | 4 |
Ahrens Investment Partners LLC | 2 | 2 | 0.00% | 0.08% | 0.16% | Q4 2016 | Q1 2022 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.18% | 0.27% | 0.33% | Q4 2018 | Q3 2019 | 4 |
New Hampshire Trust | 4 | 4 | 0.48% | 0.62% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Austin Private Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Country Club Trust Company, n.a. | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q1 2018 | 4 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 4 |
Inscription Capital, LLC | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JBJ Investment Partners, LLC | 4 | 4 | 0.40% | 0.69% | 1.47% | Q1 2019 | Q4 2019 | 4 |
Ruggie Capital Group | 4 | 4 | 0.08% | 0.19% | 0.43% | Q2 2018 | Q1 2019 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q2 2021 | 4 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Foresight Wealth Management, LLC | 4 | 4 | 2.73% | 2.88% | 3.03% | Q4 2018 | Q3 2019 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.18% | 0.56% | 1.38% | Q4 2017 | Q3 2018 | 4 |
Shilanski & Associates, Inc. | 4 | 4 | 1.31% | 1.37% | 1.43% | Q4 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 4 |
SouthState Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
Day & Ennis, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q3 2021 | 4 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 0.09% | 0.25% | 0.37% | Q1 2021 | Q4 2021 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.17% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
First Personal Financial Services | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Donoghue Forlines LLC | 4 | 4 | 3.79% | 4.43% | 4.95% | Q4 2020 | Q3 2021 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 3 |
COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 3 |
Clarity Financial LLC | 3 | 3 | 0.13% | 0.22% | 0.27% | Q2 2021 | Q4 2021 | 3 |
Marshall Financial Group LLC | 3 | 3 | 0.35% | 0.42% | 0.49% | Q4 2020 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.19% | 0.22% | 0.25% | Q4 2018 | Q2 2019 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
HOWARD WEALTH MANAGEMENT, LLC | 2 | 1 | 0.12% | 0.14% | 0.17% | Q4 2019 | Q3 2021 | 3 |
Cercano Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
USCA RIA LLC | 3 | 3 | 1.19% | 1.32% | 1.42% | Q2 2015 | Q4 2015 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
GLENMEDE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q1 2020 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2019 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 3 |
Cetera Investment Advisers | 2 | 1 | 0.00% | 0.03% | 0.07% | Q2 2022 | Q1 2023 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q1 2022 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.09% | 0.19% | Q4 2018 | Q4 2022 | 3 |
GeoWealth Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q2 2023 | 3 |
Aptus Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Lindbrook Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
B & T Capital Management DBA Alpha Capital Management | 3 | 3 | 0.36% | 0.42% | 0.49% | Q2 2013 | Q4 2013 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q2 2019 | 3 |
State of Wisconsin - Board of Commissioners of Public Lands | 3 | 3 | 6.35% | 6.51% | 6.61% | Q1 2023 | Q3 2023 | 3 |
Krilogy Financial LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Paladin Advisory Group, LLC | 3 | 3 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q4 2018 | Q2 2019 | 3 |
Genesee Capital Advisors, LLC | 2 | 1 | 0.69% | 0.78% | 0.85% | Q3 2021 | Q3 2022 | 3 |
Wealthfront Advisers LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 3 |
TOTH FINANCIAL ADVISORY CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3 | 3 | 0.32% | 0.38% | 0.41% | Q1 2020 | Q3 2020 | 3 |
Morling Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2015 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q3 2020 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q3 2019 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2022 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.74% | 0.76% | 0.78% | Q4 2017 | Q1 2018 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q1 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
Commonwealth Financial Services, LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q1 2016 | Q2 2016 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
ECLECTIC ASSOCIATES INC /ADV | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.82% | 1.03% | 1.24% | Q1 2019 | Q2 2019 | 2 |
Dakota Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 1.12% | 1.35% | 1.59% | Q2 2013 | Q3 2013 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2017 | Q4 2017 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q1 2014 | Q4 2021 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
NAVELLIER & ASSOCIATES INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
GOULD ASSET MANAGEMENT LLC /CA/ | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
PBMares Wealth Management LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q4 2020 | Q1 2021 | 2 |
Tevis Investment Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.03% | 0.07% | 0.11% | Q3 2020 | Q4 2020 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q2 2016 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q3 2022 | Q4 2022 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 2 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q2 2013 | Q2 2013 | 1 |
tru Independence LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
L & S Advisors Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Smart Money Group LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2021 | Q1 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Wall Capital Group, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2017 | Q1 2017 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Columbus Macro, LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q2 2022 | Q2 2022 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2018 | Q1 2018 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Dakota Community Bank & Trust NA | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2022 | Q4 2022 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Intersect Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CMC Financial Group | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2019 | Q3 2019 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RFG HOLDINGS, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Archer Investment Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HIGH POINT BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Wayfinding Financial, LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q2 2022 | Q2 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2015 | Q4 2015 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2016 | Q3 2016 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
iAB Financial Bank | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 2.71% | 2.71% | 2.71% | Q4 2019 | Q4 2019 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 9.07% | 9.07% | 9.07% | Q3 2018 | Q3 2018 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
G&S Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 6.92% | 6.92% | 6.92% | Q4 2015 | Q4 2015 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.