Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.01% | 0.10% | Q1 2009 | Q3 2023 | 56 |
Rehmann Capital Advisory Group | 40 | 2 | 0.03% | 1.00% | 12.33% | Q4 2008 | Q3 2022 | 53 |
First Horizon Advisors, Inc. | 21 | 6 | 0.01% | 0.08% | 1.26% | Q1 2012 | Q3 2023 | 45 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.21% | 0.93% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LEUTHOLD GROUP, LLC | 42 | 42 | 0.67% | 2.81% | 5.95% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.11% | 0.60% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.56% | 3.19% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.06% | 0.33% | 0.97% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.01% | 0.27% | 1.69% | Q3 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 37 | 4 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Pure Financial Advisors, LLC | 22 | 18 | 0.03% | 1.40% | 3.80% | Q2 2013 | Q4 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 2.17% | 4.43% | 10.59% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 28 | 11 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 39 |
Beacon Capital Management, Inc. | 30 | 9 | 0.00% | 0.03% | 0.26% | Q4 2013 | Q3 2023 | 39 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 39 | 39 | 0.04% | 1.61% | 5.61% | Q2 2013 | Q4 2022 | 39 |
Cambridge Investment Research Advisors, Inc. | 36 | 3 | 0.00% | 0.12% | 0.70% | Q2 2013 | Q3 2023 | 39 |
Parkside Advisors LLC | 38 | 38 | 0.09% | 0.20% | 0.28% | Q1 2014 | Q2 2023 | 38 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 25 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 37 |
FIRST TRUST ADVISORS LP | 37 | 37 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2022 | 37 |
FMR LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Veritable, L.P. | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q3 2021 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.13% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.08% | 0.48% | Q2 2013 | Q3 2023 | 35 |
MML INVESTORS SERVICES, LLC | 26 | 7 | 0.01% | 0.27% | 1.63% | Q2 2015 | Q3 2023 | 33 |
CULLEN/FROST BANKERS, INC. | 18 | 15 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q3 2022 | 33 |
North Star Investment Management Corp. | 21 | 12 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2022 | 33 |
Private Advisor Group, LLC | 30 | 1 | 0.00% | 0.08% | 0.35% | Q4 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.02% | 0.28% | 1.09% | Q2 2013 | Q2 2021 | 33 |
CWM, LLC | 24 | 8 | 0.00% | 0.04% | 0.68% | Q3 2015 | Q3 2023 | 32 |
Avior Wealth Management, LLC | 32 | 32 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 32 |
MUFG Americas Holdings Corp | 27 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 32 |
Raymond James Financial Services Advisors, Inc. | 30 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2022 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q3 2023 | 31 |
TRUIST FINANCIAL CORP | 29 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2022 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.02% | 0.16% | 0.40% | Q1 2016 | Q3 2023 | 30 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.08% | 1.35% | Q2 2013 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.06% | 0.19% | 0.52% | Q2 2013 | Q3 2020 | 30 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
Sigma Planning Corp | 29 | 29 | 0.01% | 0.04% | 0.39% | Q4 2014 | Q4 2021 | 29 |
First Allied Advisory Services, Inc. | 29 | 29 | 0.01% | 0.07% | 0.32% | Q3 2013 | Q3 2020 | 29 |
JONES FINANCIAL COMPANIES LLLP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
COMERICA BANK | 20 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.01% | 0.12% | Q2 2014 | Q4 2021 | 28 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.10% | 1.00% | Q3 2013 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Frontier Wealth Management LLC | 18 | 9 | 0.00% | 0.53% | 2.45% | Q4 2014 | Q2 2022 | 27 |
BANK OF THE WEST | 27 | 27 | 0.03% | 0.15% | 0.38% | Q4 2015 | Q2 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Sargent Bickham Lagudis LLC | 27 | 27 | 0.00% | 0.16% | 0.71% | Q1 2016 | Q3 2022 | 27 |
HOWE & RUSLING INC | 14 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2021 | 27 |
PRUDENTIAL FINANCIAL INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
HM PAYSON & CO | 19 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 26 |
LifePlan Financial Group, Inc | 15 | 11 | 0.04% | 0.86% | 5.02% | Q2 2013 | Q3 2020 | 26 |
FormulaFolio Investments, LLC | 23 | 2 | 0.03% | 0.62% | 2.34% | Q1 2015 | Q2 2021 | 25 |
GOLDMAN SACHS GROUP INC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2018 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.01% | 1.25% | 3.98% | Q1 2015 | Q1 2021 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 1.21% | 2.23% | 2.66% | Q2 2013 | Q2 2019 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Cetera Investment Advisers | 12 | 2 | 0.01% | 0.04% | 0.13% | Q4 2015 | Q3 2023 | 24 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Freedom Investment Management, Inc. | 21 | 1 | 0.04% | 1.23% | 3.22% | Q1 2013 | Q3 2020 | 24 |
Windham Capital Management, LLC | 22 | 2 | 0.13% | 3.71% | 11.33% | Q2 2013 | Q1 2020 | 24 |
People's United Financial, Inc. | 24 | 24 | 0.00% | 1.37% | 2.74% | Q2 2016 | Q1 2022 | 24 |
Mirae Asset Global Investments Co., Ltd. | 10 | 1 | 0.00% | 0.07% | 1.02% | Q1 2011 | Q2 2020 | 23 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 1 | 0.00% | 0.17% | 0.66% | Q1 2014 | Q3 2020 | 23 |
MACKENZIE FINANCIAL CORP | 23 | 23 | 0.01% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.02% | 0.11% | Q1 2015 | Q3 2023 | 23 |
UBS ASSET MANAGEMENT AMERICAS INC | 22 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2022 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.00% | 0.07% | 0.27% | Q1 2016 | Q3 2021 | 23 |
NORTHERN TRUST CORP | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 22 |
Capital Analysts, LLC | 21 | 1 | 0.00% | 1.14% | 2.43% | Q4 2012 | Q3 2019 | 22 |
HANCOCK WHITNEY CORP | 18 | 2 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 22 |
HUSSMAN STRATEGIC ADVISORS, INC. | 21 | 21 | 0.01% | 0.17% | 1.20% | Q4 2014 | Q4 2019 | 21 |
Arete Wealth Advisors, LLC | 20 | 1 | 0.00% | 0.08% | 0.13% | Q2 2017 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 21 |
JAMES INVESTMENT RESEARCH INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
Front Row Advisors LLC | 15 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 21 |
Advisory Alpha, LLC | 20 | 1 | 0.00% | 1.39% | 4.17% | Q4 2013 | Q1 2019 | 21 |
Peak Financial Management, Inc. | 21 | 21 | 2.14% | 2.35% | 2.74% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.11% | Q3 2018 | Q3 2023 | 21 |
BEACON FINANCIAL GROUP | 20 | 20 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 20 |
STEPHENS INC /AR/ | 17 | 3 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2022 | 20 |
Bank of New York Mellon Corp | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
PANAGORA ASSET MANAGEMENT INC | 20 | 20 | 0.02% | 0.15% | 0.27% | Q2 2013 | Q1 2018 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 5 | 0.00% | 0.01% | 0.11% | Q1 2018 | Q2 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q3 2022 | 20 |
Morningstar Investment Services LLC | 10 | 10 | 0.00% | 0.08% | 0.50% | Q1 2016 | Q1 2021 | 20 |
BNP PARIBAS FINANCIAL MARKETS | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
FDx Advisors, Inc. | 19 | 19 | 0.01% | 0.62% | 1.52% | Q4 2013 | Q2 2018 | 19 |
Legacy Private Trust Co. | 7 | 1 | 0.02% | 0.27% | 1.40% | Q4 2013 | Q1 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.03% | 0.14% | 0.39% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.04% | 0.12% | 0.20% | Q4 2018 | Q2 2023 | 19 |
M&T BANK CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2017 | 19 |
Money Design Co.,Ltd. | 18 | 1 | 0.04% | 0.77% | 1.61% | Q3 2018 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 12 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 19 |
Pinnacle Advisory Group, Inc. | 19 | 19 | 0.02% | 0.09% | 0.13% | Q3 2016 | Q1 2021 | 19 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2017 | 18 |
Cetera Advisors LLC | 8 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 18 |
Renaissance Technologies | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 11 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2020 | 17 |
Archford Capital Strategies, LLC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2018 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2023 | 17 |
MD Financial Management Inc. | 17 | 17 | 0.46% | 1.89% | 3.65% | Q4 2017 | Q4 2021 | 17 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 17 |
Tradewinds Capital Management, LLC | 17 | 17 | 0.00% | 0.29% | 4.27% | Q1 2018 | Q1 2022 | 17 |
Opes Wealth Management LLC | 17 | 17 | 0.18% | 1.26% | 2.42% | Q1 2019 | Q1 2023 | 17 |
Global Retirement Partners, LLC | 14 | 3 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 17 |
AMARILLO NATIONAL BANK | 13 | 3 | 0.11% | 0.19% | 0.26% | Q2 2013 | Q2 2017 | 16 |
CLIENT 1ST ADVISORY GROUP, LLC | 16 | 16 | 0.16% | 0.28% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Institute for Wealth Management, LLC. | 11 | 2 | 0.15% | 1.31% | 3.69% | Q2 2013 | Q3 2018 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Financial Engines Advisors L.L.C. | 8 | 1 | 0.00% | 0.02% | 0.18% | Q4 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.04% | 0.15% | Q2 2016 | Q4 2019 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
SEI INVESTMENTS CO | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 15 |
MILES CAPITAL, INC. | 15 | 15 | 0.19% | 1.17% | 2.02% | Q2 2013 | Q4 2016 | 15 |
Perella Weinberg Partners Capital Management LP | 14 | 1 | 0.04% | 8.46% | 15.87% | Q2 2019 | Q3 2023 | 15 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 15 |
Texas Yale Capital Corp. | 15 | 15 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 15 |
Blueprint Investment Partners LLC | 11 | 4 | 0.21% | 0.88% | 2.02% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
REGIONS FINANCIAL CORP | 14 | 14 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q2 2019 | 14 |
AE Wealth Management LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 14 |
Gerstein Fisher | 14 | 14 | 0.92% | 4.43% | 7.11% | Q2 2013 | Q3 2016 | 14 |
Johnson Financial Group, LLC | 10 | 1 | 0.07% | 1.27% | 8.17% | Q4 2016 | Q3 2022 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.04% | 0.10% | Q4 2015 | Q1 2019 | 14 |
NATIONAL PLANNING CORP | 8 | 1 | 0.01% | 0.12% | 0.44% | Q2 2013 | Q3 2017 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2022 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.04% | 0.34% | 2.67% | Q2 2014 | Q3 2017 | 14 |
HighTower Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
WEALTHSOURCE PARTNERS, LLC | 9 | 1 | 0.05% | 0.36% | 0.88% | Q1 2016 | Q3 2022 | 14 |
MISSION WEALTH MANAGEMENT, LP | 14 | 14 | 0.05% | 0.10% | 0.14% | Q1 2016 | Q2 2019 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
VALENTINE VENTURES LLC | 9 | 4 | 1.75% | 2.56% | 3.19% | Q4 2014 | Q3 2019 | 13 |
ALPHASIMPLEX GROUP, LLC | 13 | 13 | 0.12% | 0.80% | 1.93% | Q4 2017 | Q4 2020 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.23% | 0.37% | 0.65% | Q3 2020 | Q3 2023 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 13 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2022 | 13 |
BTS Asset Management, Inc. | 7 | 6 | 0.00% | 0.39% | 2.06% | Q2 2019 | Q3 2022 | 13 |
Counsel Portfolio Services Inc. | 13 | 13 | 0.45% | 3.62% | 5.47% | Q2 2013 | Q2 2016 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Baron Financial Group, LLC | 13 | 13 | 1.88% | 2.50% | 3.41% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Risk Paradigm Group, LLC | 12 | 12 | 0.03% | 1.10% | 7.43% | Q2 2015 | Q1 2018 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.22% | 0.28% | 0.33% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Garde Capital, Inc. | 12 | 12 | 0.10% | 0.31% | 0.48% | Q2 2014 | Q1 2017 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.44% | 0.62% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Partners, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
Windhaven Investment Management, Inc. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Capital Investment Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2021 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.17% | 0.35% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Braver Wealth Management, LLC | 9 | 3 | 0.03% | 1.08% | 2.18% | Q2 2013 | Q3 2016 | 12 |
CT Financial Advisors LLC | 10 | 1 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q1 2017 | 11 |
Diligent Investors, LLC | 11 | 11 | 0.13% | 0.95% | 2.02% | Q3 2016 | Q1 2019 | 11 |
AGF INVESTMENTS INC. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2018 | 11 |
IBBOTSON ASSOCIATES INC | 11 | 11 | 1.12% | 2.20% | 3.64% | Q2 2013 | Q4 2015 | 11 |
Mariner, LLC | 6 | 1 | 0.00% | 0.07% | 0.60% | Q2 2013 | Q3 2023 | 11 |
HL FINANCIAL SERVICES LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Winslow, Evans & Crocker, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2020 | 11 |
Invst, LLC | 8 | 3 | 0.05% | 1.75% | 7.87% | Q4 2017 | Q1 2021 | 11 |
Burleson & Company, LLC | 11 | 11 | 0.21% | 0.36% | 0.48% | Q4 2017 | Q2 2020 | 11 |
Alaska Permanent Capital Management | 11 | 11 | 0.06% | 1.97% | 12.13% | Q2 2013 | Q4 2015 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.04% | 1.35% | 2.46% | Q1 2018 | Q3 2020 | 11 |
Beacon Financial Advisory LLC | 11 | 11 | 0.13% | 0.31% | 0.69% | Q4 2019 | Q2 2022 | 11 |
Sigma Investment Management Co | 11 | 11 | 0.45% | 0.54% | 0.66% | Q1 2013 | Q3 2015 | 11 |
MYCIO WEALTH PARTNERS, LLC | 5 | 3 | 0.00% | 0.18% | 1.17% | Q2 2013 | Q4 2019 | 11 |
STOCK YARDS BANK & TRUST CO | 11 | 11 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q4 2015 | 11 |
Legal & General Group Plc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 11 |
FIRST NATIONAL CORP /MA/ /ADV | 11 | 11 | 0.08% | 0.13% | 0.27% | Q4 2018 | Q2 2021 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q1 2021 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.21% | 0.24% | 0.27% | Q1 2021 | Q3 2023 | 11 |
RAYMOND JAMES TRUST N.A. | 10 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q2 2016 | 11 |
Financial Architects, Inc | 4 | 1 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q1 2019 | 10 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.45% | 4.13% | Q2 2013 | Q2 2022 | 10 |
Cambria Investment Management, L.P. | 10 | 10 | 0.13% | 0.40% | 0.55% | Q4 2014 | Q1 2017 | 10 |
ASSOCIATED BANC-CORP | 10 | 10 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q4 2015 | 10 |
Leelyn Smith, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
TD Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.01% | 0.17% | 1.19% | Q2 2013 | Q3 2015 | 10 |
QCI ASSET MANAGEMENT INC/NY | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
OPPENHEIMER & CO INC | 8 | 2 | 0.01% | 0.20% | 0.35% | Q2 2013 | Q3 2023 | 10 |
Ifrah Financial Services, Inc. | 10 | 10 | 1.09% | 1.19% | 1.37% | Q2 2013 | Q3 2015 | 10 |
Rockefeller Capital Management L.P. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 10 |
Twele Capital Management, Inc. | 10 | 10 | 0.72% | 0.84% | 0.96% | Q2 2013 | Q3 2015 | 10 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2018 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Vigilant Capital Management, LLC | 9 | 1 | 0.00% | 0.19% | 0.45% | Q2 2013 | Q1 2022 | 10 |
First Heartland Consultants, Inc. | 5 | 5 | 0.09% | 0.21% | 0.37% | Q2 2017 | Q1 2020 | 10 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.06% | 0.18% | Q1 2020 | Q3 2023 | 10 |
Gradient Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 10 |
FIRST MERCHANTS CORP | 10 | 10 | 0.46% | 0.59% | 0.87% | Q3 2019 | Q4 2021 | 10 |
SWS Partners | 5 | 1 | 0.13% | 0.35% | 0.66% | Q4 2017 | Q4 2020 | 10 |
SIGNATUREFD, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
Brookstone Capital Management | 7 | 1 | 0.00% | 0.08% | 0.34% | Q2 2015 | Q4 2022 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2015 | 9 |
Opes Advisors Inc | 9 | 9 | 1.00% | 2.03% | 8.49% | Q4 2016 | Q4 2018 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 9 |
Independent Portfolio Consultants, Inc. | 6 | 3 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2017 | 9 |
Essex Savings Bank | 6 | 3 | 0.01% | 0.12% | 0.19% | Q4 2018 | Q3 2021 | 9 |
VICUS CAPITAL | 6 | 1 | 0.11% | 0.14% | 0.20% | Q1 2018 | Q2 2023 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.22% | 0.33% | Q4 2013 | Q4 2015 | 9 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 9 |
JFG Wealth Management, LLC | 6 | 1 | 0.08% | 0.31% | 1.58% | Q4 2018 | Q3 2022 | 9 |
Newfound Research LLC | 9 | 9 | 0.00% | 0.41% | 1.34% | Q1 2018 | Q1 2020 | 9 |
361 CAPITAL LLC | 9 | 9 | 0.10% | 0.16% | 0.29% | Q2 2018 | Q2 2020 | 9 |
AllSquare Wealth Management LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 9 |
Charles Schwab Investment Advisory, Inc. | 6 | 3 | 0.06% | 1.05% | 1.70% | Q2 2013 | Q3 2019 | 9 |
FIRST FINANCIAL CORP /IN/ | 9 | 9 | 0.01% | 0.20% | 0.35% | Q2 2013 | Q2 2015 | 9 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.00% | 0.22% | 0.69% | Q4 2015 | Q4 2022 | 9 |
BREMER TRUST NATIONAL ASSOCIATION | 9 | 9 | 0.09% | 0.16% | 0.21% | Q4 2016 | Q4 2018 | 9 |
Blackhawk Capital Partners LLC. | 3 | 1 | 0.27% | 2.11% | 6.27% | Q4 2017 | Q1 2023 | 9 |
Lido Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.07% | 0.50% | Q3 2015 | Q4 2022 | 9 |
Integrated Wealth Management | 9 | 9 | 0.12% | 0.15% | 0.17% | Q1 2015 | Q1 2017 | 9 |
Virtue Capital Management, LLC | 9 | 9 | 0.06% | 0.19% | 0.36% | Q4 2017 | Q4 2019 | 9 |
FCG ADVISORS, LLC | 9 | 9 | 0.21% | 1.91% | 3.58% | Q2 2013 | Q2 2015 | 9 |
Euro Pacific Asset Management, LLC | 9 | 9 | 0.07% | 0.15% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Quent Capital, LLC | 8 | 8 | 0.06% | 0.95% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.30% | 1.75% | 4.23% | Q4 2021 | Q3 2023 | 8 |
Bares Capital Management | 8 | 8 | 0.07% | 0.09% | 0.13% | Q1 2013 | Q4 2014 | 8 |
Capital Investment Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2015 | 8 |
MPS Loria Financial Planners, LLC | 8 | 8 | 0.25% | 0.31% | 0.48% | Q2 2017 | Q1 2019 | 8 |
LINCOLN NATIONAL CORP | 8 | 8 | 0.13% | 0.28% | 0.42% | Q4 2013 | Q3 2015 | 8 |
Cutler Group LLC / CA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 8 |
GOULD ASSET MANAGEMENT LLC /CA/ | 8 | 8 | 0.54% | 1.47% | 2.43% | Q2 2013 | Q1 2015 | 8 |
Cassaday & Co Inc. | 8 | 8 | 0.00% | 0.87% | 6.22% | Q1 2015 | Q4 2016 | 8 |
TRUST CO OF VIRGINIA /VA | 8 | 8 | 0.04% | 0.11% | 0.16% | Q4 2013 | Q3 2015 | 8 |
SOA Wealth Advisors, LLC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
WRAPMANAGER INC | 7 | 1 | 0.10% | 0.73% | 1.08% | Q3 2012 | Q1 2018 | 8 |
AlphaStar Capital Management, LLC | 6 | 1 | 0.08% | 1.54% | 10.83% | Q2 2017 | Q1 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Vantage Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Allegis Investment Advisors, LLC | 7 | 1 | 0.00% | 1.12% | 2.25% | Q4 2015 | Q4 2017 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Boston Standard Wealth Management, LLC | 8 | 8 | 0.28% | 2.04% | 4.28% | Q4 2014 | Q3 2016 | 8 |
Ken Stern & Associates, Inc. | 5 | 3 | 0.15% | 0.31% | 0.67% | Q4 2014 | Q4 2016 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.06% | 0.12% | Q4 2016 | Q3 2018 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.69% | 2.42% | Q4 2017 | Q3 2019 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Brinker Capital Investments, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 8 |
NATIXIS | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Bluefin Trading, LLC | 2 | 1 | 0.01% | 0.20% | 0.59% | Q2 2013 | Q4 2017 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2021 | 7 |
SRS Capital Advisors, Inc. | 4 | 3 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 7 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 7 | 7 | 0.01% | 0.87% | 2.19% | Q4 2013 | Q2 2015 | 7 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.05% | 0.47% | 1.07% | Q3 2015 | Q2 2018 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.04% | 0.07% | 0.10% | Q1 2018 | Q3 2019 | 7 |
Allianz Asset Management GmbH | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q1 2023 | 7 |
IHT Wealth Management, LLC | 7 | 7 | 0.00% | 0.13% | 0.51% | Q4 2016 | Q2 2018 | 7 |
RONALD BLUE & CO LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2017 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Shamrock Asset Management LLC | 7 | 7 | 0.40% | 0.64% | 0.96% | Q1 2018 | Q3 2019 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.16% | 0.78% | Q3 2013 | Q2 2017 | 7 |
EXENCIAL WEALTH ADVISORS, LLC | 7 | 7 | 0.13% | 0.15% | 0.17% | Q1 2013 | Q3 2014 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.05% | 0.81% | 1.42% | Q1 2016 | Q2 2018 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.05% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.18% | 0.75% | Q4 2020 | Q4 2022 | 7 |
TOMPKINS FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Perigon Wealth Management, LLC | 5 | 1 | 0.00% | 0.21% | 0.40% | Q3 2016 | Q4 2020 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
WealthShield Partners, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
MARYLAND CAPITAL ADVISORS INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 4 | 1 | 0.02% | 0.04% | 0.10% | Q3 2013 | Q4 2019 | 7 |
Valeo Financial Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 7 |
SENTINEL TRUST CO LBA | 6 | 6 | 1.07% | 1.20% | 1.31% | Q2 2013 | Q3 2014 | 6 |
Berger Financial Group, Inc | 6 | 6 | 0.11% | 0.15% | 0.18% | Q4 2020 | Q1 2022 | 6 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 5 | 1 | 0.47% | 2.05% | 3.70% | Q1 2016 | Q2 2018 | 6 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Tarbox Family Office, Inc. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2017 | 6 |
TWIN CAPITAL MANAGEMENT INC | 6 | 6 | 0.34% | 0.40% | 0.47% | Q2 2013 | Q3 2014 | 6 |
FIRST MANHATTAN CO. LLC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 6 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.06% | 0.18% | Q1 2020 | Q2 2023 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
OneDigital Investment Advisors LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2019 | 6 |
BESSEMER GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 6 |
Vontobel Holding Ltd. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Fusion Investment Group, LLC | 4 | 2 | 0.05% | 0.21% | 0.36% | Q4 2013 | Q3 2015 | 6 |
Invesco Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Crabel Capital Management, LLC | 6 | 6 | 0.24% | 0.73% | 1.22% | Q4 2017 | Q1 2019 | 6 |
Empirical Asset Management, LLC | 6 | 6 | 0.19% | 0.78% | 1.00% | Q4 2021 | Q1 2023 | 6 |
Jackson Creek Investment Advisors LLC | 6 | 6 | 0.17% | 0.25% | 0.29% | Q3 2020 | Q4 2021 | 6 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
Trek Financial, LLC | 3 | 1 | 0.02% | 0.10% | 0.25% | Q4 2018 | Q1 2023 | 6 |
ROCKLAND TRUST CO | 4 | 1 | 0.06% | 0.12% | 0.25% | Q4 2013 | Q3 2019 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2014 | 6 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.17% | 0.21% | 0.29% | Q2 2013 | Q3 2014 | 6 |
MCF Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2011 | Q1 2013 | 6 |
BlackRock Institutional Trust Company, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2023 | 5 |
Solstein Capital, LLC | 5 | 5 | 1.31% | 1.57% | 1.85% | Q2 2018 | Q2 2019 | 5 |
COMERICA SECURITIES INC | 3 | 1 | 0.03% | 0.07% | 0.12% | Q4 2014 | Q4 2018 | 5 |
WASHINGTON TRUST BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 5 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q2 2021 | 5 |
Carroll Financial Associates, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Simplicity Solutions, LLC | 2 | 1 | 0.01% | 0.12% | 0.44% | Q1 2016 | Q1 2023 | 5 |
SUNTRUST BANKS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.90% | 0.99% | 1.24% | Q4 2013 | Q4 2014 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.03% | 0.41% | 1.11% | Q1 2021 | Q1 2022 | 5 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2018 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2016 | 5 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2021 | 5 |
WEDBUSH SECURITIES INC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q1 2018 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 5 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.29% | 0.75% | Q3 2017 | Q1 2021 | 5 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 1 | 0.01% | 6.66% | 18.42% | Q3 2013 | Q4 2017 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Atria Investments, Inc | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q4 2020 | 5 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.93% | 2.58% | Q4 2013 | Q1 2016 | 5 |
Lattice Strategies LLC | 3 | 2 | 0.12% | 0.33% | 0.91% | Q2 2013 | Q2 2015 | 5 |
Hudock, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2021 | 5 |
Arcus Capital Partners, LLC | 5 | 5 | 0.60% | 0.67% | 0.73% | Q4 2016 | Q4 2017 | 5 |
Western Wealth Management, LLC | 2 | 1 | 0.01% | 0.07% | 0.12% | Q4 2018 | Q1 2022 | 5 |
Advisory Services & Investments, LLC | 5 | 5 | 0.27% | 2.11% | 2.78% | Q1 2021 | Q1 2022 | 5 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.19% | 0.94% | Q1 2018 | Q4 2019 | 5 |
Belpointe Asset Management LLC | 2 | 1 | 0.02% | 0.15% | 0.40% | Q3 2018 | Q4 2020 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 2 | 0.01% | 0.13% | 0.32% | Q2 2018 | Q3 2020 | 5 |
Pinnacle Family Advisors, LLC | 5 | 5 | 1.47% | 2.19% | 4.64% | Q2 2017 | Q2 2018 | 5 |
ProVise Management Group, LLC | 4 | 1 | 0.06% | 0.10% | 0.14% | Q4 2013 | Q1 2018 | 5 |
Barber Financial Group, Inc. | 4 | 1 | 0.70% | 1.29% | 2.63% | Q3 2017 | Q1 2021 | 5 |
CONNABLE OFFICE INC | 5 | 5 | 0.07% | 0.11% | 0.26% | Q2 2013 | Q2 2014 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 5 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 4 | 4 | 0.00% | 0.60% | 2.21% | Q4 2017 | Q3 2018 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Concord Wealth Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.02% | 0.43% | 0.59% | Q4 2021 | Q3 2022 | 4 |
Sunnymeath Asset Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Q3 Asset Management | 2 | 1 | 1.53% | 2.24% | 3.54% | Q1 2018 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MKD WEALTH COACHES, LLC | 4 | 4 | 2.23% | 2.45% | 2.70% | Q1 2019 | Q4 2019 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 4 |
D.A. DAVIDSON & CO. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2020 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.28% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2022 | 4 |
Rafferty Asset Management, LLC | 4 | 4 | 0.26% | 0.32% | 0.41% | Q2 2013 | Q1 2014 | 4 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Estate Counselors, LLC | 3 | 1 | 0.17% | 1.56% | 2.47% | Q2 2013 | Q3 2014 | 4 |
Private Capital Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 0.11% | 0.37% | 0.73% | Q4 2014 | Q3 2015 | 4 |
Bank of Kentucky, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
FIL Ltd | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.02% | 0.11% | 0.22% | Q2 2018 | Q3 2023 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.00% | 0.07% | 0.21% | Q3 2018 | Q2 2019 | 4 |
Wall Capital Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
BREITER CAPITAL MANAGEMENT INC | 3 | 1 | 0.78% | 0.91% | 1.00% | Q4 2017 | Q1 2019 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.08% | 0.53% | 1.22% | Q3 2017 | Q2 2018 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Chessman Wealth Strategies RIA | 4 | 4 | 0.27% | 10.36% | 16.36% | Q4 2017 | Q3 2018 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2017 | 4 |
ADVISOR PARTNERS LLC | 3 | 3 | 0.19% | 0.22% | 0.25% | Q1 2017 | Q3 2017 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.02% | 0.07% | 0.10% | Q4 2017 | Q2 2018 | 3 |
MUNDER CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.18% | 0.24% | 0.28% | Q1 2014 | Q3 2014 | 3 |
Ackerman Capital Advisors, LLC | 3 | 3 | 1.84% | 1.88% | 1.95% | Q1 2023 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2013 | Q2 2014 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
NVWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.34% | 1.80% | 3.97% | Q2 2013 | Q4 2013 | 3 |
Patten Group, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 3 |
INNEALTA CAPITAL, LLC | 3 | 3 | 0.17% | 1.43% | 3.93% | Q2 2019 | Q4 2019 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.01% | 2.52% | 6.84% | Q2 2016 | Q4 2016 | 3 |
Mutual Advisors, LLC | 2 | 1 | 0.04% | 0.23% | 0.37% | Q2 2018 | Q1 2021 | 3 |
Nan Shan Life Insurance Co., Ltd. | 3 | 3 | 0.12% | 0.14% | 0.18% | Q4 2016 | Q2 2017 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.91% | 1.43% | Q4 2017 | Q4 2018 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 3 |
Hedeker Wealth, LLC | 3 | 3 | 0.35% | 1.01% | 2.23% | Q1 2016 | Q3 2016 | 3 |
Austin Asset Management Co Inc | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2012 | Q3 2012 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2016 | Q3 2016 | 3 |
HORIZON BANCORP INC /IN/ | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 3 |
NextCapital Advisers, Inc. | 3 | 3 | 0.08% | 0.62% | 0.93% | Q1 2018 | Q3 2018 | 3 |
Crewe Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.06% | 0.08% | 0.12% | Q4 2017 | Q2 2018 | 3 |
HBW ADVISORY SERVICES LLC | 2 | 1 | 0.08% | 0.09% | 0.09% | Q3 2020 | Q1 2023 | 3 |
TRUEWEALTH LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Csenge Advisory Group | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2022 | 3 |
Elite Wealth Management, Inc. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2012 | Q1 2014 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.11% | Q4 2021 | Q4 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.18% | 0.26% | 0.40% | Q3 2016 | Q3 2017 | 3 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 3 |
Bedel Financial Consulting, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
PRUDENTIAL PLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2015 | 3 |
BTC Capital Management, Inc. | 3 | 3 | 0.24% | 0.40% | 0.49% | Q2 2015 | Q4 2015 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Virtu Financial LLC | 2 | 1 | 0.04% | 0.46% | 0.82% | Q3 2017 | Q2 2018 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 2 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 2 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2015 | Q2 2023 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
Clientfirst Wealth Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Ferguson Shapiro LLC | 2 | 2 | 2.43% | 2.66% | 2.88% | Q3 2020 | Q4 2020 | 2 |
Jenkins Wealth | 1 | 1 | 0.74% | 0.76% | 0.77% | Q4 2021 | Q4 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.08% | 0.16% | 0.24% | Q1 2018 | Q2 2018 | 2 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 2 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 2 | 2 | 1.99% | 2.09% | 2.19% | Q2 2013 | Q3 2013 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
SNS Financial Group, LLC | 2 | 2 | 0.08% | 0.16% | 0.23% | Q1 2013 | Q2 2013 | 2 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.37% | 0.65% | 0.93% | Q3 2013 | Q1 2015 | 2 |
RFG Advisory, LLC | 1 | 1 | 0.06% | 0.20% | 0.35% | Q2 2015 | Q3 2018 | 2 |
Holistic Financial Partners | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Diversified Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q2 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Fiduciary Alliance LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 2 |
Maryland Capital Management | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2019 | 2 |
Thomasville National Bank | 1 | 1 | 0.03% | 0.15% | 0.27% | Q2 2013 | Q1 2015 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 2 |
Spartan Planning & Wealth Management | 1 | 1 | 1.06% | 2.52% | 3.98% | Q4 2022 | Q3 2023 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Resource Planning Group | 2 | 2 | 0.16% | 0.18% | 0.19% | Q3 2018 | Q4 2018 | 2 |
Grove Bank & Trust | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q1 2016 | 2 |
Founders Financial Alliance, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 2 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 2 |
Accuvest Global Advisors | 1 | 1 | 0.42% | 0.78% | 1.15% | Q2 2016 | Q1 2018 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 2 |
Alerus Investment Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q2 2016 | 2 |
Auour Investments LLC | 2 | 2 | 0.49% | 0.54% | 0.60% | Q2 2023 | Q3 2023 | 2 |
NKCFO LLC | 1 | 1 | 0.08% | 0.13% | 0.18% | Q1 2020 | Q3 2020 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.23% | 0.25% | 0.27% | Q4 2013 | Q2 2014 | 2 |
LEGG MASON, INC. | 2 | 2 | 3.44% | 9.05% | 14.66% | Q3 2017 | Q4 2017 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q1 2014 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.15% | 0.30% | Q2 2023 | Q3 2023 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.09% | 4.38% | 8.66% | Q1 2016 | Q2 2016 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.30% | 0.35% | 0.40% | Q1 2014 | Q2 2014 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
CITY HOLDING CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Savior LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 2 | 2 | 0.82% | 0.88% | 0.95% | Q2 2018 | Q3 2018 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
VOYA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
SUMMITRY LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
FIRST NATIONAL TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Broadview Financial Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2016 | Q1 2016 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2016 | Q2 2016 | 1 |
Karpus Management, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 7.66% | 7.66% | 7.66% | Q4 2017 | Q4 2017 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bell Investment Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Systelligence, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2020 | Q4 2020 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2019 | Q3 2019 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2016 | Q2 2016 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Keel Point, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
I.G. INVESTMENT MANAGEMENT, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Ascent Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2018 | Q4 2018 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Stratford Consulting, LLC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q2 2013 | Q2 2013 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q1 2023 | Q1 2023 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Avion Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2023 | Q2 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q1 2023 | Q1 2023 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 4.54% | 4.54% | 4.54% | Q3 2020 | Q3 2020 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q4 2013 | Q4 2013 | 1 |
Independent Wealth Network Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NWAM LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2015 | Q1 2015 | 1 |
FundX Investment Group, LLC | 1 | 1 | 4.13% | 4.13% | 4.13% | Q2 2018 | Q2 2018 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2018 | Q4 2018 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Relaxing Retirement Coach | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q1 2018 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2018 | Q4 2018 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Timber Hill LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Independent Advisor Alliance | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2017 | Q1 2017 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2013 | Q3 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
United Community Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2021 | Q1 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Blue Edge Capital, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2013 | Q4 2013 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Global Index Advisors Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2022 | Q3 2022 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Friedenthal Financial | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2018 | Q1 2018 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bremer Bank National Association | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 3.09% | 3.09% | 3.09% | Q2 2017 | Q2 2017 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SPDR SERIES TRUST or have owned SPDR SERIES TRUST in the past.