Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.22% | 0.64% | 1.44% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 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 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Efficient Advisors, LLC | 41 | 41 | 0.03% | 0.18% | 0.34% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.19% | 0.53% | Q3 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.02% | 0.34% | Q2 2013 | Q3 2023 | 41 |
Pure Financial Advisors, LLC | 22 | 18 | 0.47% | 3.16% | 9.75% | Q2 2013 | Q4 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 3.92% | 9.32% | 25.57% | Q4 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 28 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Beacon Capital Management, Inc. | 30 | 9 | 0.00% | 0.03% | 0.25% | Q4 2013 | Q3 2023 | 39 |
Smithfield Trust Co | 37 | 37 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
Homrich & Berg | 32 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 33 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 27 | 5 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 31 |
Stonehage Fleming Financial Services Holdings Ltd | 31 | 31 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 30 | 30 | 0.00% | 0.16% | 0.32% | Q2 2016 | Q3 2023 | 30 |
Creative Planning | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 18 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 29 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 29 |
JPMORGAN CHASE & CO | 13 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Global Retirement Partners, LLC | 28 | 28 | 0.01% | 0.03% | 0.18% | Q4 2016 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
BANK OF MONTREAL /CAN/ | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 13 | 0.00% | 0.04% | 0.09% | Q3 2014 | Q4 2021 | 27 |
B. Riley Wealth Advisors, Inc. | 25 | 1 | 0.00% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 27 |
First Allied Advisory Services, Inc. | 14 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Stadion Money Management, LLC | 27 | 27 | 0.18% | 1.54% | 7.03% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.11% | 0.39% | Q1 2017 | Q3 2023 | 25 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.03% | 0.10% | 0.29% | Q2 2017 | Q2 2023 | 25 |
Lattice Strategies LLC | 24 | 24 | 0.21% | 0.78% | 1.05% | Q2 2013 | Q1 2019 | 24 |
Willow Creek Wealth Management Inc. | 24 | 24 | 1.79% | 4.12% | 6.55% | Q4 2017 | Q3 2023 | 24 |
Concorde Asset Management, LLC | 18 | 6 | 0.14% | 0.53% | 1.06% | Q4 2014 | Q4 2020 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.05% | 1.47% | 3.34% | Q4 2017 | Q3 2023 | 24 |
McCollum Christoferson Group LLC | 24 | 24 | 0.30% | 0.40% | 0.56% | Q4 2017 | Q3 2023 | 24 |
Winch Advisory Services, LLC | 24 | 24 | 0.10% | 0.29% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Focused Wealth Management, Inc | 24 | 24 | 0.00% | 0.45% | 2.98% | Q4 2017 | Q3 2023 | 24 |
NORTHWEST WEALTH MANAGEMENT, LLC | 23 | 23 | 0.20% | 1.15% | 2.12% | Q1 2018 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
AE Wealth Management LLC | 22 | 1 | 0.01% | 0.03% | 0.11% | Q2 2017 | Q3 2023 | 23 |
Continuum Advisory, LLC | 23 | 23 | 0.22% | 0.72% | 1.95% | Q1 2018 | Q3 2023 | 23 |
SigFig Wealth Management, LLC | 23 | 23 | 0.10% | 0.21% | 0.59% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 20 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 23 |
Transamerica Financial Advisors, Inc. | 12 | 2 | 0.00% | 0.10% | 0.71% | Q2 2013 | Q3 2023 | 22 |
Charles Schwab Investment Advisory, Inc. | 22 | 22 | 0.02% | 0.52% | 1.09% | Q2 2018 | Q3 2023 | 22 |
RITHOLTZ WEALTH MANAGEMENT | 20 | 1 | 0.01% | 0.37% | 3.09% | Q4 2016 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 16 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.00% | 0.06% | 0.15% | Q3 2018 | Q3 2023 | 21 |
First Command Financial Services, Inc. | 21 | 21 | 0.00% | 0.12% | 0.43% | Q4 2016 | Q4 2021 | 21 |
First Command Bank | 21 | 21 | 0.00% | 0.14% | 0.43% | Q4 2016 | Q4 2021 | 21 |
DEUTSCHE BANK AG\ | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 21 |
Janney Montgomery Scott LLC | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Advisors Asset Management, Inc. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21 | 21 | 0.00% | 0.06% | 0.16% | Q2 2018 | Q2 2023 | 21 |
Westover Capital Advisors, LLC | 20 | 20 | 0.56% | 1.24% | 1.71% | Q4 2017 | Q3 2022 | 20 |
Capital Analysts, LLC | 19 | 1 | 0.00% | 0.93% | 2.01% | Q4 2015 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 20 |
Fort Point Capital Partners LLC | 20 | 20 | 0.12% | 1.13% | 2.18% | Q4 2013 | Q3 2018 | 20 |
Kohmann Bosshard Financial Services, LLC | 20 | 20 | 0.09% | 0.21% | 0.51% | Q4 2018 | Q3 2023 | 20 |
Simplicity Solutions, LLC | 18 | 1 | 0.01% | 0.18% | 0.88% | Q2 2018 | Q3 2023 | 20 |
RFG Advisory, LLC | 20 | 20 | 0.01% | 0.14% | 0.28% | Q4 2017 | Q3 2022 | 20 |
UBP Investment Advisors SA | 20 | 20 | 4.78% | 8.04% | 11.15% | Q4 2017 | Q3 2022 | 20 |
FMR LLC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 1.17% | 2.27% | Q4 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 0.88% | 1.54% | 3.14% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2022 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.12% | 0.19% | 0.53% | Q4 2018 | Q3 2023 | 20 |
ALESCO ADVISORS LLC | 19 | 19 | 0.01% | 0.05% | 0.10% | Q1 2018 | Q3 2022 | 19 |
AdvisorNet Financial, Inc | 18 | 1 | 0.00% | 0.09% | 0.30% | Q4 2017 | Q3 2023 | 19 |
HSBC HOLDINGS PLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2019 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
M&T BANK CORP | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Advisory Services Network, LLC | 18 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2023 | 19 |
Veritable, L.P. | 19 | 19 | 0.01% | 0.06% | 0.22% | Q4 2018 | Q2 2023 | 19 |
FLAGSHIP HARBOR ADVISORS, LLC | 18 | 18 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q3 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
US BANCORP \DE\ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.01% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Realta Investment Advisors | 14 | 4 | 0.00% | 0.13% | 0.26% | Q1 2019 | Q3 2023 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.03% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 18 |
BEACON TRUST CO | 17 | 17 | 0.73% | 1.22% | 1.72% | Q1 2013 | Q1 2017 | 17 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Financial Enhancement Group LLC | 17 | 17 | 0.00% | 3.65% | 8.99% | Q4 2017 | Q4 2021 | 17 |
BlackRock Inc. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 17 |
Valtinson Bruner Financial Planning LLC | 17 | 17 | 1.79% | 3.03% | 5.42% | Q3 2019 | Q3 2023 | 17 |
Cambria Investment Management, L.P. | 12 | 2 | 0.01% | 0.63% | 2.06% | Q4 2014 | Q3 2020 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
HighTower Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 16 |
Benchmark Wealth Management, LLC | 16 | 16 | 0.15% | 0.20% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.13% | 0.19% | 0.28% | Q2 2013 | Q1 2017 | 16 |
S.A. Mason LLC | 16 | 16 | 0.09% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Cordant, Inc. | 16 | 16 | 0.03% | 0.32% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Verde Capital Management | 16 | 16 | 0.34% | 0.87% | 1.50% | Q4 2019 | Q3 2023 | 16 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Blueprint Investment Partners LLC | 16 | 16 | 0.33% | 2.54% | 6.25% | Q4 2019 | Q3 2023 | 16 |
NewSquare Capital LLC | 8 | 4 | 0.00% | 0.50% | 4.70% | Q1 2016 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.23% | 2.34% | 3.66% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 12 | 1 | 0.01% | 0.08% | 0.28% | Q4 2017 | Q4 2022 | 15 |
McNaughton Wealth Management, LLC | 15 | 15 | 0.96% | 1.82% | 1.99% | Q4 2019 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
TOWNSQUARE CAPITAL LLC | 15 | 15 | 0.01% | 0.21% | 0.72% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.17% | 0.54% | Q3 2016 | Q2 2023 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 15 |
COMERICA SECURITIES,INC. | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Capital Advisory Group Advisory Services, LLC | 14 | 14 | 0.31% | 0.39% | 0.48% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 14 | 14 | 0.04% | 0.43% | 1.00% | Q2 2016 | Q3 2019 | 14 |
Voya Financial Advisors, Inc. | 9 | 5 | 0.02% | 0.09% | 0.15% | Q4 2016 | Q1 2021 | 14 |
OneDigital Investment Advisors LLC | 13 | 1 | 0.00% | 0.05% | 0.15% | Q2 2018 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
Cetera Advisors LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.41% | 0.52% | 0.64% | Q1 2017 | Q2 2020 | 14 |
Samalin Investment Counsel, LLC | 14 | 14 | 0.14% | 0.28% | 0.43% | Q4 2019 | Q1 2023 | 14 |
Wealth Advisory Solutions, LLC | 8 | 6 | 0.00% | 0.26% | 0.50% | Q4 2019 | Q2 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.01% | 0.07% | 0.10% | Q1 2018 | Q2 2023 | 14 |
Jacobi Capital Management LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Ridgewood Investments LLC | 13 | 13 | 0.17% | 0.30% | 0.38% | Q3 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 8 | 5 | 0.02% | 0.17% | 1.38% | Q4 2017 | Q3 2022 | 13 |
COMERICA BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
JNBA Financial Advisors | 7 | 2 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 13 |
Strategic Investment Advisors / MI | 13 | 13 | 0.06% | 0.12% | 0.19% | Q4 2018 | Q4 2021 | 13 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.03% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.12% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Legacy Private Trust Co. | 7 | 1 | 0.03% | 0.15% | 0.32% | Q1 2016 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2022 | 13 |
Ellis Investment Partners, LLC | 12 | 12 | 0.02% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 12 |
CHATHAM CAPITAL GROUP, INC. | 12 | 12 | 0.60% | 1.22% | 2.13% | Q4 2014 | Q3 2017 | 12 |
GUGGENHEIM CAPITAL LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q4 2020 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.63% | 0.77% | 0.95% | Q4 2020 | Q3 2023 | 12 |
Charles Schwab Trust Co | 11 | 1 | 0.03% | 0.98% | 2.29% | Q3 2019 | Q3 2022 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.14% | 1.36% | 3.18% | Q4 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 2 | 0.00% | 0.34% | 2.28% | Q3 2019 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.01% | 0.07% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.36% | 0.53% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Avior Wealth Management, LLC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Quad-Cities Investment Group, LLC | 12 | 12 | 0.26% | 1.27% | 2.07% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 7 | 5 | 0.01% | 0.10% | 0.51% | Q3 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 12 |
Stonehearth Capital Management, LLC | 12 | 12 | 0.23% | 0.37% | 0.52% | Q3 2019 | Q2 2022 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.04% | 0.50% | 1.10% | Q4 2018 | Q3 2021 | 12 |
Virtu KCG Holdings LLC | 5 | 3 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q1 2017 | 12 |
Bridge Advisory, LLC | 12 | 12 | 1.94% | 4.80% | 7.97% | Q4 2020 | Q3 2023 | 12 |
Carmichael Hill & Associates, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
EP Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.10% | 0.56% | 3.17% | Q1 2021 | Q3 2023 | 11 |
NWAM LLC | 8 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Gerber Kawasaki Wealth & Investment Management | 11 | 11 | 0.08% | 1.39% | 3.52% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
FIFTH THIRD BANCORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 11 |
Intrua Financial, LLC | 11 | 11 | 0.08% | 0.38% | 1.25% | Q2 2020 | Q4 2022 | 11 |
Prentice Wealth Management LLC | 11 | 11 | 1.45% | 5.53% | 14.31% | Q1 2021 | Q3 2023 | 11 |
Good Life Advisors, LLC | 11 | 11 | 0.05% | 0.34% | 0.78% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 11 |
ADIRONDACK TRUST CO | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
IFG Advisory, LLC | 11 | 11 | 0.03% | 0.10% | 0.31% | Q1 2021 | Q3 2023 | 11 |
STEPHENS INC /AR/ | 11 | 11 | 0.01% | 0.09% | 0.17% | Q2 2020 | Q4 2022 | 11 |
AlphaStar Capital Management, LLC | 11 | 11 | 0.04% | 0.52% | 1.22% | Q1 2018 | Q3 2020 | 11 |
Beacon Financial Advisory LLC | 11 | 11 | 0.11% | 0.25% | 0.58% | Q4 2019 | Q2 2022 | 11 |
Renaissance Technologies | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Running Point Capital Advisors, LLC | 10 | 10 | 0.00% | 0.20% | 0.92% | Q2 2021 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Brinker Capital Investments, LLC | 9 | 1 | 0.00% | 0.13% | 0.19% | Q3 2017 | Q1 2020 | 10 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
LEGG MASON, INC. | 10 | 10 | 0.02% | 5.67% | 12.68% | Q1 2018 | Q2 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 1 | 0.01% | 0.08% | 0.26% | Q3 2020 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Private Portfolio Partners LLC | 10 | 10 | 0.07% | 0.23% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 10 | 10 | 0.00% | 0.03% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Aveo Capital Partners, LLC | 5 | 1 | 0.09% | 0.45% | 1.45% | Q2 2019 | Q1 2022 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.05% | 0.44% | Q4 2018 | Q2 2022 | 10 |
PARK AVENUE SECURITIES LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q4 2021 | 10 |
FIFTH THIRD SECURITIES, INC. | 6 | 4 | 0.03% | 0.24% | 0.40% | Q1 2021 | Q3 2023 | 10 |
Capital Asset Advisory Services LLC | 9 | 9 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q4 2021 | 9 |
Clearstead Trust, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.06% | 0.19% | Q2 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 9 |
Banco Santander, S.A. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Prospera Financial Services Inc | 4 | 2 | 0.03% | 0.32% | 0.51% | Q1 2018 | Q3 2023 | 9 |
Bell Rock Capital LLC | 9 | 9 | 0.01% | 0.14% | 0.27% | Q4 2017 | Q4 2019 | 9 |
Baird Financial Group, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 4 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2023 | 9 |
Pinnacle Advisory Group, Inc. | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2021 | 9 |
NewEdge Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Hilltop Holdings Inc. | 9 | 9 | 0.03% | 0.11% | 0.15% | Q1 2021 | Q1 2023 | 9 |
Glassman Wealth Services | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2023 | 9 |
Belpointe Asset Management LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 9 |
First Heartland Consultants, Inc. | 4 | 1 | 0.01% | 0.76% | 1.96% | Q2 2013 | Q4 2021 | 9 |
Northwest Capital Management Inc | 9 | 9 | 0.20% | 0.83% | 1.56% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.13% | 0.45% | 0.93% | Q3 2021 | Q3 2023 | 9 |
SIMPLEX TRADING, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Emerson Wealth, LLC | 9 | 9 | 0.37% | 0.48% | 0.77% | Q4 2018 | Q4 2020 | 9 |
Merriman Wealth Management, LLC | 4 | 2 | 0.31% | 1.28% | 1.83% | Q2 2018 | Q2 2023 | 8 |
IHT Wealth Management, LLC | 4 | 1 | 0.00% | 0.06% | 0.13% | Q2 2017 | Q3 2022 | 8 |
Detalus Advisors, LLC | 7 | 1 | 0.17% | 0.37% | 1.41% | Q2 2021 | Q3 2023 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
GeoWealth Management, LLC | 6 | 1 | 0.06% | 0.11% | 0.19% | Q3 2019 | Q4 2021 | 8 |
Treasure Coast Financial Planning | 8 | 8 | 4.42% | 6.07% | 8.02% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
City State Bank | 8 | 8 | 0.18% | 0.67% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Acorn Wealth Advisors, LLC | 8 | 8 | 0.26% | 0.32% | 0.34% | Q4 2020 | Q3 2022 | 8 |
Ausdal Financial Partners, Inc. | 8 | 8 | 0.03% | 0.06% | 0.18% | Q3 2020 | Q2 2022 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 1.75% | 2.28% | 2.90% | Q1 2021 | Q3 2023 | 8 |
Essex Savings Bank | 8 | 8 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q3 2022 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 1.89% | 2.03% | 2.24% | Q4 2021 | Q3 2023 | 8 |
Stonehage Fleming (UK) Ltd | 6 | 2 | 0.27% | 0.31% | 0.34% | Q4 2013 | Q4 2015 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2023 | 8 |
ST GERMAIN D J CO INC | 5 | 3 | 0.00% | 0.60% | 0.88% | Q4 2021 | Q4 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.26% | 2.42% | 5.05% | Q4 2021 | Q3 2023 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q4 2016 | 8 |
Beaumont Financial Partners, LLC | 5 | 3 | 0.02% | 0.09% | 0.22% | Q4 2018 | Q1 2022 | 8 |
Invesco Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
Princeton Global Asset Management LLC | 8 | 8 | 0.05% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Rinkey Investments | 8 | 8 | 3.26% | 4.05% | 4.95% | Q4 2021 | Q3 2023 | 8 |
Moisand Fitzgerald Tamayo, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Asset Dedication, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LexAurum Advisors, LLC | 8 | 8 | 0.09% | 0.19% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.00% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
1832 Asset Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Vigilant Capital Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.14% | 0.23% | Q3 2020 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q4 2014 | 7 |
Sargent Bickham Lagudis LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 7 |
Keystone Financial Group | 5 | 2 | 0.13% | 0.30% | 0.42% | Q4 2021 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 0.27% | 0.43% | 1.09% | Q4 2019 | Q2 2021 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 7 |
Mariner, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
WFA of San Diego, LLC | 2 | 1 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.47% | 1.07% | Q4 2020 | Q4 2022 | 7 |
CreativeOne Wealth, LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Covenant Asset Management, LLC | 7 | 7 | 0.12% | 0.40% | 0.53% | Q2 2021 | Q4 2022 | 7 |
Stevens First Principles Investment Advisors | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
Cerity Partners LLC | 7 | 7 | 0.01% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Cornerstone Wealth Management, LLC | 7 | 7 | 0.06% | 0.19% | 0.34% | Q1 2021 | Q3 2022 | 7 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 7 | 7 | 0.01% | 0.23% | 0.38% | Q4 2017 | Q2 2019 | 7 |
Raleigh Capital Management Inc. | 5 | 2 | 0.01% | 0.34% | 2.32% | Q4 2021 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
PROFFITT & GOODSON INC | 7 | 7 | 0.03% | 0.49% | 0.73% | Q1 2022 | Q3 2023 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 3 | 0.02% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
OPPENHEIMER & CO INC | 5 | 1 | 0.02% | 0.13% | 0.17% | Q4 2020 | Q3 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Sandy Spring Bank | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Mutual Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.21% | 0.28% | 0.38% | Q4 2020 | Q1 2022 | 6 |
Retirement Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 6 |
Concert Wealth Management Inc. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q3 2016 | 6 |
McAdam, LLC | 3 | 3 | 0.03% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 6 |
Bartlett & Co. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
KWB Wealth | 6 | 6 | 0.11% | 0.17% | 0.27% | Q2 2022 | Q3 2023 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Prosperity Planning, Inc. | 4 | 2 | 0.01% | 0.07% | 0.10% | Q4 2020 | Q2 2023 | 6 |
Resonant Capital Advisors, LLC | 6 | 6 | 0.09% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 6 |
Johnson Financial Group, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.04% | 0.13% | Q4 2016 | Q3 2020 | 6 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 6 | 6 | 0.46% | 0.83% | 1.07% | Q2 2022 | Q3 2023 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.08% | 0.19% | Q4 2020 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.10% | 0.17% | 0.25% | Q3 2021 | Q3 2023 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Sterling Manor Financial, LLC | 6 | 6 | 0.92% | 1.13% | 1.31% | Q4 2021 | Q1 2023 | 6 |
WASHINGTON TRUST Co | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.24% | 0.26% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Treynor Bancshares, Inc. | 6 | 6 | 0.15% | 0.22% | 0.26% | Q4 2021 | Q1 2023 | 6 |
MA Private Wealth | 6 | 6 | 0.18% | 0.33% | 0.54% | Q2 2022 | Q3 2023 | 6 |
SALEM INVESTMENT COUNSELORS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.17% | 0.25% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Newport Capital Group, LLC | 6 | 6 | 1.12% | 1.24% | 1.35% | Q4 2020 | Q1 2022 | 6 |
TECTONIC ADVISORS LLC | 6 | 6 | 0.28% | 0.32% | 0.40% | Q4 2020 | Q1 2022 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.07% | 0.42% | 0.82% | Q2 2021 | Q3 2022 | 6 |
Security Financial Services, INC. | 5 | 1 | 0.10% | 0.57% | 1.09% | Q4 2021 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.04% | 0.08% | 0.10% | Q2 2021 | Q4 2022 | 6 |
SeaBridge Investment Advisors LLC | 6 | 6 | 0.08% | 0.51% | 0.71% | Q2 2022 | Q3 2023 | 6 |
Hanlon Investment Management, Inc. | 6 | 6 | 0.15% | 0.26% | 0.62% | Q1 2019 | Q2 2020 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Financial Strategies Group, Inc. | 4 | 1 | 0.09% | 0.24% | 0.47% | Q1 2022 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 5 |
Truadvice, LLC | 5 | 5 | 0.09% | 0.15% | 0.33% | Q3 2020 | Q3 2021 | 5 |
Hayden Royal, LLC | 2 | 1 | 1.42% | 1.56% | 1.69% | Q4 2019 | Q2 2021 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Cavalier Investments, LLC | 5 | 5 | 1.34% | 2.42% | 3.06% | Q4 2021 | Q4 2022 | 5 |
Glovista Investments LLC | 5 | 5 | 1.10% | 2.20% | 2.98% | Q2 2020 | Q2 2021 | 5 |
FINANCIAL CONSULATE, INC | 5 | 5 | 0.23% | 0.29% | 0.32% | Q1 2018 | Q1 2019 | 5 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q4 2018 | Q4 2019 | 5 |
C M BIDWELL & ASSOCIATES LTD | 5 | 5 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2019 | 5 |
Allen Capital Group, LLC | 3 | 2 | 0.13% | 0.37% | 0.47% | Q2 2022 | Q3 2023 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 1.07% | 1.13% | 1.26% | Q1 2022 | Q3 2023 | 5 |
OptiFour Integrated Wealth Management, LLC | 5 | 5 | 3.68% | 3.95% | 4.36% | Q4 2018 | Q4 2019 | 5 |
Professional Financial Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Bensler, LLC | 5 | 5 | 1.09% | 1.18% | 1.41% | Q4 2021 | Q4 2022 | 5 |
VisionPoint Advisory Group, LLC | 3 | 2 | 0.01% | 0.10% | 0.17% | Q3 2021 | Q3 2023 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Center For Asset Management LLC | 5 | 5 | 0.19% | 0.24% | 0.27% | Q4 2020 | Q4 2021 | 5 |
Savior LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 5 |
ALTFEST L J & CO INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
CAPITAL ONE FINANCIAL CORP | 5 | 5 | 0.10% | 0.46% | 1.42% | Q1 2021 | Q1 2022 | 5 |
BlackRock Institutional Trust Company, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Financial & Tax Architects, LLC | 3 | 2 | 0.16% | 0.53% | 0.94% | Q1 2021 | Q3 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.04% | 0.10% | 0.15% | Q1 2022 | Q1 2023 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.32% | 0.44% | 0.62% | Q2 2021 | Q2 2022 | 5 |
J.W. COLE ADVISORS, INC. | 3 | 2 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 5 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 5 | 5 | 0.34% | 0.42% | 0.58% | Q4 2020 | Q4 2021 | 5 |
USAdvisors Wealth Management, LLC | 5 | 5 | 0.32% | 0.44% | 0.58% | Q4 2020 | Q4 2021 | 5 |
iAB Financial Bank | 5 | 5 | 0.19% | 0.24% | 0.30% | Q1 2015 | Q1 2016 | 5 |
Covestor Ltd | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Spearhead Capital Advisors, LLC | 5 | 5 | 0.21% | 0.28% | 0.37% | Q3 2021 | Q3 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.13% | 2.11% | 4.78% | Q3 2022 | Q3 2023 | 5 |
INR ADVISORY SERVICES LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2019 | 5 |
WEALTHSOURCE PARTNERS, LLC | 5 | 5 | 0.06% | 0.10% | 0.12% | Q1 2018 | Q1 2019 | 5 |
TRUST CO OF VERMONT | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
Deane Retirement Strategies, Inc. | 5 | 5 | 0.15% | 2.25% | 4.08% | Q3 2020 | Q3 2021 | 5 |
COMPASS FINANCIAL ADVISORS LLC | 5 | 5 | 0.46% | 0.54% | 0.61% | Q1 2022 | Q1 2023 | 5 |
RETIREMENT CAPITAL STRATEGIES | 4 | 4 | 0.14% | 3.44% | 4.75% | Q2 2021 | Q1 2022 | 4 |
Brand Asset Management Group, Inc. | 3 | 1 | 0.04% | 0.07% | 0.13% | Q3 2020 | Q4 2021 | 4 |
3D/L Capital Management, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 4 | 0.13% | 0.20% | 0.26% | Q3 2021 | Q2 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Moors & Cabot, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Capasso Planning Partners LLC | 4 | 4 | 0.18% | 0.26% | 0.32% | Q3 2022 | Q2 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 4 |
Arrow Investment Advisors, LLC | 4 | 4 | 0.28% | 0.36% | 0.42% | Q2 2020 | Q1 2021 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q2 2017 | 4 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 4 | 4 | 0.74% | 1.27% | 1.75% | Q3 2021 | Q2 2022 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.34% | 0.36% | 0.40% | Q4 2018 | Q3 2019 | 4 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
STRINGER ASSET MANAGEMENT, LLC | 4 | 4 | 0.25% | 2.18% | 4.48% | Q1 2021 | Q4 2021 | 4 |
Advisors Preferred, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q1 2022 | 4 |
American Trust | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q2 2023 | 4 |
GRIES FINANCIAL LLC | 2 | 1 | 0.09% | 0.80% | 1.52% | Q1 2022 | Q3 2023 | 4 |
RMB Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Integrated Advisors Network LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Arkfeld Wealth Strategies, L.L.C. | 4 | 4 | 0.14% | 0.14% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.41% | 0.65% | 0.84% | Q4 2022 | Q3 2023 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.11% | 0.22% | Q2 2019 | Q4 2021 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
CAPE COD FIVE CENTS SAVINGS BANK | 4 | 4 | 0.36% | 0.48% | 0.59% | Q4 2022 | Q3 2023 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Financial Management Professionals, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JFS WEALTH ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Aurora Private Wealth, Inc. | 4 | 4 | 1.25% | 2.60% | 3.41% | Q4 2021 | Q3 2022 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q3 2015 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HYA Advisors, Inc | 4 | 4 | 0.83% | 1.66% | 2.14% | Q3 2021 | Q2 2022 | 4 |
Advisory Alpha, LLC | 4 | 4 | 2.29% | 2.99% | 3.71% | Q4 2017 | Q3 2018 | 4 |
Tradewinds, LLC. | 2 | 2 | 0.17% | 0.28% | 0.38% | Q2 2022 | Q2 2023 | 4 |
3EDGE Asset Management, LP | 4 | 4 | 6.08% | 10.18% | 15.16% | Q3 2021 | Q2 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Founders Financial Alliance, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Relative Value Partners Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q1 2020 | 4 |
FIRST TRUST ADVISORS LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 4 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4 | 4 | 0.01% | 0.04% | 0.11% | Q4 2022 | Q3 2023 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 4 | 4 | 0.42% | 0.49% | 0.57% | Q2 2022 | Q1 2023 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 4 | 0.15% | 0.19% | 0.22% | Q2 2018 | Q1 2019 | 4 |
Private Ocean, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COLONY GROUP LLC | 2 | 2 | 0.03% | 0.04% | 0.08% | Q3 2021 | Q3 2022 | 4 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 4 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 3 |
Intrepid Financial Planning Group LLC | 3 | 3 | 0.53% | 0.64% | 0.74% | Q2 2022 | Q4 2022 | 3 |
Ruedi Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Beaumont Capital Management, LLC | 3 | 3 | 0.38% | 0.61% | 1.07% | Q3 2021 | Q1 2022 | 3 |
CEDAR CAPITAL, LLC | 3 | 3 | 0.77% | 0.87% | 1.00% | Q1 2021 | Q3 2021 | 3 |
SJS Investment Consulting Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 3 |
WRAPMANAGER INC | 3 | 3 | 0.08% | 0.11% | 0.13% | Q3 2019 | Q1 2020 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.01% | 0.05% | 0.12% | Q2 2022 | Q4 2022 | 3 |
FirstPurpose Wealth LLC | 3 | 3 | 0.24% | 0.28% | 0.34% | Q4 2021 | Q2 2022 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2022 | 3 |
55I, LLC | 3 | 3 | 0.13% | 0.19% | 0.27% | Q3 2021 | Q1 2022 | 3 |
M Holdings Securities, Inc. | 2 | 1 | 0.09% | 0.14% | 0.18% | Q3 2014 | Q4 2019 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.06% | 0.15% | 0.32% | Q2 2013 | Q1 2014 | 3 |
MCF Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 3 |
AGF INVESTMENTS INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q2 2023 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2022 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Almanack Investment Partners, LLC. | 3 | 3 | 0.06% | 0.56% | 0.82% | Q4 2021 | Q2 2022 | 3 |
FCG ADVISORS, LLC | 3 | 3 | 0.76% | 0.80% | 0.86% | Q1 2016 | Q3 2016 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.03% | 0.08% | 0.11% | Q3 2021 | Q1 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Investors Financial Group, LLC | 3 | 3 | 0.40% | 0.42% | 0.43% | Q2 2021 | Q4 2021 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
CGN Advisors LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
HF Advisory Group, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
WestHill Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
3D ASSET MANAGEMENT, INC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Smallwood Wealth Investment Management, LLC | 3 | 3 | 0.23% | 0.26% | 0.31% | Q2 2022 | Q4 2022 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.12% | 0.18% | 0.28% | Q1 2023 | Q3 2023 | 3 |
January Capital Advisors LLC | 3 | 3 | 0.36% | 2.97% | 8.17% | Q4 2021 | Q2 2022 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 0.40% | 1.53% | 2.13% | Q1 2018 | Q3 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Ascent Group, LLC | 2 | 1 | 0.07% | 0.13% | 0.23% | Q4 2021 | Q3 2023 | 3 |
Genesee Capital Advisors, LLC | 3 | 3 | 0.80% | 0.84% | 0.88% | Q4 2021 | Q2 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WealthShield Partners, LLC | 2 | 1 | 0.02% | 0.22% | 0.46% | Q3 2020 | Q1 2023 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Moss Adams Wealth Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 1 | 1 | 0.10% | 0.13% | 0.16% | Q3 2022 | Q2 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.10% | 0.19% | Q4 2017 | Q2 2018 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.28% | 0.31% | 0.34% | Q2 2023 | Q3 2023 | 2 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.20% | 0.28% | 0.35% | Q3 2021 | Q4 2021 | 2 |
Eagle Strategies LLC | 2 | 2 | 1.09% | 1.19% | 1.29% | Q4 2021 | Q1 2022 | 2 |
Bangor Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Auour Investments LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
INNEALTA CAPITAL, LLC | 2 | 2 | 2.16% | 2.30% | 2.44% | Q4 2021 | Q1 2022 | 2 |
MOSELEY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.26% | 0.29% | 0.31% | Q1 2019 | Q2 2019 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
MONETARY MANAGEMENT GROUP INC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2020 | 2 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.02% | 0.06% | 0.09% | Q4 2022 | Q1 2023 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
WealthOne, LLC | 1 | 1 | 0.04% | 0.09% | 0.15% | Q4 2018 | Q4 2019 | 2 |
CASCADE INVESTMENT GROUP, INC. | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Knuff & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Ford Financial Group, LLC | 2 | 2 | 0.37% | 0.40% | 0.42% | Q1 2022 | Q2 2022 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
LVW Advisors, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2018 | Q1 2019 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Wealth Management Solutions, LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.10% | 0.23% | 0.37% | Q4 2021 | Q1 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Advisor Resource Council | 1 | 1 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q2 2022 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q1 2022 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Adams Wealth Management | 2 | 2 | 0.07% | 0.10% | 0.12% | Q3 2022 | Q4 2022 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2022 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2022 | Q3 2022 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2022 | Q3 2022 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2013 | Q2 2013 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2020 | Q3 2020 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2023 | Q1 2023 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2022 | Q1 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q4 2021 | Q4 2021 | 1 |
JD Financial Services Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2020 | Q4 2020 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2013 | Q2 2013 | 1 |
Walker Financial Services, Inc. | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2022 | Q1 2022 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
First PREMIER Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Capitol Family Office, Inc. | 1 | 1 | 20.57% | 20.57% | 20.57% | Q4 2021 | Q4 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Apella Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
PFG Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Financial Architects, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Strategic Capital Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Compass Efficient Model Portfolios, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
MUHLENKAMP & CO INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
LPWM LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Gratus Capital, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 3.49% | 3.49% | 3.49% | Q1 2016 | Q1 2016 | 1 |
DENVER WEALTH MANAGEMENT, INC. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2021 | Q1 2021 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2018 | Q3 2018 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.