Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.22% | 0.95% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 7 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q3 2023 | 41 |
ROYAL BANK OF CANADA | 40 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 40 | 40 | 0.00% | 0.25% | 3.28% | Q4 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 34 | 6 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 40 |
LPL Financial LLC | 37 | 37 | 0.00% | 0.08% | 0.51% | Q3 2014 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 37 |
Private Advisor Group, LLC | 37 | 37 | 0.00% | 0.10% | 0.45% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
STEPHENS INC /AR/ | 34 | 34 | 0.03% | 0.85% | 2.24% | Q2 2015 | Q3 2023 | 34 |
STATE STREET CORP | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Migdal Insurance & Financial Holdings Ltd. | 32 | 32 | 0.00% | 0.02% | 0.26% | Q4 2015 | Q3 2023 | 32 |
Capital Investment Advisors, LLC | 17 | 15 | 0.02% | 0.32% | 1.32% | Q4 2015 | Q4 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 27 | 4 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 31 |
RMB Capital Management, LLC | 30 | 30 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
BlackRock Inc. | 26 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
COMERICA BANK | 29 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.04% | 0.17% | 0.41% | Q1 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.03% | 0.18% | Q4 2015 | Q3 2023 | 29 |
CITIGROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 24 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 27 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.02% | 0.11% | Q1 2014 | Q3 2023 | 27 |
Bank of New York Mellon Corp | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.00% | 0.56% | 1.77% | Q1 2017 | Q3 2023 | 26 |
FIFTH THIRD BANCORP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.03% | 0.43% | Q4 2013 | Q4 2019 | 25 |
Wela Strategies, Inc. | 20 | 1 | 0.29% | 9.45% | 16.47% | Q1 2017 | Q4 2023 | 24 |
Legacy Private Trust Co. | 21 | 3 | 0.02% | 0.90% | 3.33% | Q1 2016 | Q3 2022 | 24 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 24 | 24 | 3.38% | 6.24% | 8.79% | Q4 2017 | Q3 2023 | 24 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.30% | 1.62% | 4.42% | Q4 2017 | Q3 2023 | 24 |
Transamerica Financial Advisors, Inc. | 15 | 1 | 0.00% | 0.17% | 0.81% | Q2 2015 | Q3 2023 | 24 |
Arete Wealth Advisors, LLC | 19 | 5 | 0.00% | 0.20% | 0.34% | Q3 2017 | Q3 2023 | 24 |
Moisand Fitzgerald Tamayo, LLC | 23 | 23 | 0.68% | 1.16% | 1.88% | Q1 2018 | Q3 2023 | 23 |
West Coast Financial LLC | 23 | 23 | 0.03% | 0.20% | 0.55% | Q4 2016 | Q2 2022 | 23 |
RAYMOND JAMES & ASSOCIATES | 19 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 23 |
GenWealth Group, Inc. | 22 | 22 | 0.10% | 0.27% | 0.51% | Q2 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 15 | 7 | 0.00% | 0.02% | 0.14% | Q4 2017 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.00% | 1.70% | 3.94% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Willow Creek Wealth Management Inc. | 21 | 21 | 0.12% | 2.59% | 6.17% | Q3 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 21 |
CWM, LLC | 10 | 3 | 0.00% | 0.08% | 0.74% | Q4 2015 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 16 | 1 | 0.00% | 0.20% | 0.73% | Q4 2015 | Q3 2023 | 20 |
HighTower Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 20 |
Cambridge Investment Research Advisors, Inc. | 19 | 1 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 20 |
S. R. Schill & Associates | 20 | 20 | 3.70% | 6.14% | 8.41% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Geneos Wealth Management Inc. | 18 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 16 | 1 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q1 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Stonebridge Capital Advisors LLC | 19 | 19 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Jackson Hole Capital Partners, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.00% | 0.09% | 0.22% | Q2 2019 | Q3 2023 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 18 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Gradient Investments LLC | 18 | 18 | 0.01% | 1.10% | 4.15% | Q2 2019 | Q3 2023 | 18 |
Financial Enhancement Group LLC | 18 | 18 | 0.01% | 1.01% | 6.87% | Q2 2019 | Q3 2023 | 18 |
Rex Capital Advisors, LLC | 18 | 18 | 0.17% | 0.19% | 0.24% | Q3 2016 | Q4 2020 | 18 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 17 | 1 | 0.00% | 0.03% | 0.22% | Q4 2016 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 12 | 5 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 17 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.06% | 0.37% | Q3 2015 | Q3 2023 | 17 |
Financial Engines Advisors L.L.C. | 17 | 17 | 0.00% | 1.18% | 1.99% | Q3 2019 | Q3 2023 | 17 |
STIFEL FINANCIAL CORP | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q3 2023 | 17 |
MA Private Wealth | 16 | 16 | 0.19% | 0.84% | 1.23% | Q4 2019 | Q3 2023 | 16 |
Continuum Advisory, LLC | 16 | 16 | 0.10% | 1.05% | 4.08% | Q4 2019 | Q3 2023 | 16 |
Municipal Employees' Retirement System of Michigan | 14 | 2 | 0.00% | 7.64% | 11.64% | Q3 2019 | Q3 2023 | 16 |
LEVEL FOUR ADVISORY SERVICES, LLC | 16 | 16 | 0.01% | 0.67% | 1.45% | Q4 2019 | Q3 2023 | 16 |
Leicht Financial Planning & Wealth Management, Inc. | 16 | 16 | 2.45% | 7.15% | 19.10% | Q4 2019 | Q3 2023 | 16 |
Manning & Napier Group, LLC | 16 | 16 | 0.20% | 0.34% | 0.55% | Q4 2019 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Your Advocates Ltd., LLP | 15 | 15 | 0.04% | 0.30% | 1.30% | Q1 2020 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Cranbrook Wealth Management, LLC | 15 | 15 | 0.16% | 0.29% | 0.51% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.05% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.34% | Q2 2016 | Q4 2019 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.07% | 2.73% | 8.18% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.05% | 0.22% | Q1 2020 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 15 | 15 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2020 | 15 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.13% | 0.26% | 0.39% | Q4 2015 | Q3 2023 | 14 |
FINANCIAL CONSULATE, INC | 14 | 14 | 0.12% | 0.28% | 0.46% | Q3 2019 | Q4 2022 | 14 |
US BANCORP \DE\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 14 |
Wealthcare Advisory Partners LLC | 14 | 14 | 0.01% | 0.19% | 0.38% | Q4 2019 | Q1 2023 | 14 |
AGF INVESTMENTS INC. | 9 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2019 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.75% | 3.60% | Q2 2018 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.04% | 0.16% | 0.28% | Q1 2020 | Q3 2023 | 14 |
TSFG, LLC | 14 | 14 | 0.00% | 0.11% | 1.37% | Q2 2020 | Q3 2023 | 14 |
Stadion Money Management, LLC | 9 | 1 | 0.21% | 1.21% | 2.08% | Q3 2016 | Q4 2022 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.00% | 0.07% | 0.18% | Q2 2020 | Q3 2023 | 14 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 9 | 5 | 0.01% | 0.06% | 0.11% | Q4 2017 | Q4 2021 | 14 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 14 |
GW HENSSLER & ASSOCIATES LTD | 11 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2022 | 13 |
CAPTRUST FINANCIAL ADVISORS | 9 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 13 |
Cetera Advisors LLC | 12 | 1 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 13 |
DRW Securities, LLC | 11 | 2 | 0.02% | 0.08% | 0.44% | Q2 2013 | Q1 2018 | 13 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.13% | 0.52% | Q4 2015 | Q2 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 12 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 5 | 0.02% | 0.22% | 0.87% | Q2 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q2 2016 | 13 |
CGN Advisors LLC | 12 | 12 | 0.05% | 0.51% | 1.47% | Q4 2020 | Q3 2023 | 12 |
Sound Income Strategies, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
Blue Edge Capital, LLC | 12 | 12 | 0.74% | 1.08% | 1.39% | Q4 2013 | Q3 2016 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Community Bank, N.A. | 12 | 12 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q4 2021 | 12 |
First Horizon Advisors, Inc. | 9 | 1 | 0.01% | 0.09% | 0.22% | Q4 2015 | Q3 2023 | 12 |
Good Life Advisors, LLC | 12 | 12 | 0.02% | 0.14% | 0.32% | Q3 2020 | Q2 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.16% | 0.31% | 0.51% | Q4 2020 | Q3 2023 | 12 |
American Portfolios Advisors | 10 | 2 | 0.00% | 0.02% | 0.16% | Q1 2019 | Q3 2022 | 12 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.08% | 0.51% | Q3 2019 | Q3 2023 | 12 |
Vestmark Advisory Solutions, Inc. | 12 | 12 | 0.02% | 0.15% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.06% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.14% | 3.71% | 10.53% | Q4 2020 | Q3 2023 | 12 |
NOTTINGHAM ADVISORS, INC. | 12 | 12 | 0.07% | 0.25% | 0.47% | Q1 2019 | Q4 2021 | 12 |
Baystate Wealth Management LLC | 12 | 12 | 0.00% | 0.09% | 0.30% | Q4 2020 | Q3 2023 | 12 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 12 | 12 | 0.25% | 0.52% | 0.80% | Q4 2020 | Q3 2023 | 12 |
HC FINANCIAL ADVISORS INC | 12 | 12 | 0.02% | 0.18% | 0.50% | Q3 2019 | Q2 2022 | 12 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.03% | 0.15% | 0.34% | Q3 2016 | Q3 2023 | 12 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 11 | 0.14% | 0.39% | 0.56% | Q1 2020 | Q3 2022 | 11 |
Renaissance Technologies | 8 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 11 |
Boltwood Capital Management | 10 | 1 | 0.11% | 0.28% | 0.68% | Q1 2021 | Q4 2023 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.28% | 0.74% | Q4 2013 | Q1 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.02% | 0.53% | 2.42% | Q1 2019 | Q3 2021 | 11 |
Brookstone Capital Management | 10 | 1 | 0.01% | 0.13% | 0.35% | Q4 2020 | Q3 2023 | 11 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 11 | 11 | 2.81% | 3.71% | 9.52% | Q1 2021 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.04% | 0.12% | 0.19% | Q1 2018 | Q3 2020 | 11 |
Intrua Financial, LLC | 11 | 11 | 0.06% | 0.22% | 0.38% | Q3 2020 | Q1 2023 | 11 |
SHEETS SMITH WEALTH MANAGEMENT | 10 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 10 | 1 | 0.02% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 11 |
MSI Financial Services Inc | 6 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2016 | 11 |
O'Brien Wealth Partners LLC | 11 | 11 | 3.71% | 6.15% | 9.05% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 9 | 1 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2020 | 10 |
First Heartland Consultants, Inc. | 8 | 2 | 0.10% | 7.30% | 71.20% | Q3 2020 | Q3 2023 | 10 |
Portland Global Advisors LLC | 10 | 10 | 0.10% | 1.22% | 3.55% | Q2 2021 | Q3 2023 | 10 |
SCOTIA CAPITAL INC. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.20% | 1.19% | Q3 2016 | Q4 2021 | 10 |
ARS Wealth Advisors, LLC | 10 | 10 | 0.11% | 0.16% | 0.24% | Q3 2015 | Q4 2017 | 10 |
NewSquare Capital LLC | 6 | 4 | 0.00% | 1.42% | 4.43% | Q2 2015 | Q4 2020 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.27% | 0.47% | 0.79% | Q2 2021 | Q3 2023 | 10 |
Freedom Investment Management, Inc. | 9 | 1 | 0.03% | 0.07% | 0.17% | Q4 2015 | Q1 2023 | 10 |
WJ Wealth Management, LLC | 8 | 1 | 0.27% | 3.56% | 9.45% | Q1 2020 | Q1 2023 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.02% | 0.32% | 0.55% | Q3 2021 | Q3 2023 | 9 |
Aspire Private Capital, LLC | 6 | 1 | 0.01% | 0.45% | 1.24% | Q2 2019 | Q3 2023 | 9 |
Invesco Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
BAILARD, INC. | 9 | 9 | 0.02% | 0.09% | 0.17% | Q3 2021 | Q3 2023 | 9 |
MATHER GROUP, LLC. | 8 | 1 | 0.01% | 0.16% | 0.26% | Q2 2020 | Q3 2023 | 9 |
Advisor Resource Council | 6 | 3 | 0.20% | 0.40% | 0.65% | Q2 2021 | Q3 2023 | 9 |
AlphaStar Capital Management, LLC | 9 | 9 | 0.06% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 1 | 0.11% | 0.52% | 1.33% | Q1 2020 | Q3 2023 | 9 |
Private Wealth Group, LLC | 9 | 9 | 0.31% | 8.95% | 26.23% | Q1 2020 | Q1 2022 | 9 |
PHILADELPHIA TRUST CO | 5 | 4 | 0.04% | 0.15% | 0.44% | Q1 2016 | Q2 2018 | 9 |
WRAPMANAGER INC | 9 | 9 | 0.07% | 0.11% | 0.21% | Q1 2018 | Q1 2020 | 9 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
IHT Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 9 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2015 | 9 |
GeoWealth Management, LLC | 6 | 1 | 0.05% | 0.09% | 0.16% | Q3 2019 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.29% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Atria Investments, Inc | 4 | 1 | 0.03% | 0.15% | 0.51% | Q1 2019 | Q1 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.20% | 0.54% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.23% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.01% | 0.04% | 0.14% | Q4 2015 | Q3 2020 | 8 |
Truvestments Capital LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Carmichael Hill & Associates, Inc. | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2021 | 8 |
Garrett Wealth Advisory Group, LLC | 8 | 8 | 0.54% | 1.26% | 1.52% | Q4 2021 | Q3 2023 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 0.29% | 0.71% | 1.32% | Q4 2021 | Q3 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.49% | 0.59% | 0.70% | Q4 2021 | Q3 2023 | 8 |
IBERIABANK CORP | 8 | 8 | 0.46% | 0.80% | 1.00% | Q3 2018 | Q2 2020 | 8 |
Allworth Financial LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.02% | 0.11% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
IFG Advisory, LLC | 8 | 8 | 0.03% | 0.58% | 3.46% | Q4 2021 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 3.74% | 5.97% | 8.56% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.41% | 0.49% | 0.57% | Q1 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 2.72% | 3.82% | 5.39% | Q4 2021 | Q3 2023 | 8 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.09% | 0.32% | 1.52% | Q3 2019 | Q1 2022 | 8 |
ST GERMAIN D J CO INC | 5 | 3 | 0.00% | 0.26% | 0.55% | Q4 2021 | Q4 2023 | 8 |
Narus Financial Partners, LLC | 7 | 7 | 1.30% | 1.50% | 1.93% | Q1 2022 | Q3 2023 | 7 |
Sandy Spring Bank | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 7 |
Kathleen S. Wright Associates Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, Inc. | 5 | 2 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2020 | 7 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 7 |
Bartlett & Co. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.02% | 0.04% | 0.08% | Q3 2015 | Q1 2017 | 7 |
FormulaFolio Investments, LLC | 7 | 7 | 0.10% | 3.80% | 18.49% | Q4 2019 | Q2 2021 | 7 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Csenge Advisory Group | 3 | 1 | 0.12% | 0.71% | 2.10% | Q2 2019 | Q3 2023 | 7 |
Trilogy Capital Inc. | 7 | 7 | 0.03% | 0.39% | 0.70% | Q1 2022 | Q3 2023 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.13% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.07% | 0.27% | Q2 2020 | Q3 2023 | 7 |
Pacifica Partners Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Aveo Capital Partners, LLC | 6 | 1 | 0.04% | 0.37% | 0.72% | Q2 2019 | Q3 2023 | 7 |
Capital Analysts, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.13% | 0.22% | Q2 2018 | Q4 2019 | 7 |
Physician Wealth Advisors, Inc. | 4 | 1 | 0.06% | 0.09% | 0.16% | Q3 2019 | Q1 2022 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.12% | Q1 2022 | Q3 2023 | 7 |
XPONANCE, INC. | 5 | 2 | 0.84% | 1.10% | 1.31% | Q3 2015 | Q2 2017 | 7 |
GPS Wealth Strategies Group, LLC | 7 | 7 | 0.01% | 0.43% | 0.85% | Q1 2022 | Q3 2023 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
GREENLEAF TRUST | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
M Financial Asset Management, Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
PSI Advisors, LLC | 4 | 2 | 0.00% | 1.03% | 3.09% | Q3 2021 | Q3 2023 | 6 |
Ascent Group, LLC | 6 | 6 | 0.04% | 0.18% | 0.57% | Q2 2022 | Q3 2023 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Boyd Wealth Management, LLC | 5 | 1 | 5.58% | 9.79% | 13.53% | Q4 2021 | Q2 2023 | 6 |
Brouwer & Janachowski, LLC | 6 | 6 | 5.11% | 10.58% | 12.18% | Q4 2016 | Q1 2018 | 6 |
Ancora Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Pinnacle Bancorp, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
McKinley Carter Wealth Services, Inc. | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 6 |
Rede Wealth, LLC | 6 | 6 | 1.57% | 1.99% | 2.35% | Q2 2022 | Q3 2023 | 6 |
SIGNATUREFD, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.56% | 0.73% | 1.16% | Q4 2018 | Q1 2020 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.04% | 0.21% | Q2 2021 | Q3 2023 | 6 |
INSIGHT 2811, INC. | 3 | 1 | 0.12% | 0.13% | 0.14% | Q3 2020 | Q2 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q4 2022 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Argent Trust Co | 6 | 6 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q4 2020 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 6 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Congress Wealth Management LLC / DE / | 6 | 6 | 2.07% | 2.43% | 3.06% | Q2 2022 | Q3 2023 | 6 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.35% | 1.54% | Q4 2020 | Q3 2023 | 6 |
Tradewinds Capital Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
LIBRA WEALTH LLC | 6 | 6 | 0.10% | 1.80% | 2.62% | Q2 2022 | Q3 2023 | 6 |
Lucia Wealth Services, LLC | 6 | 6 | 1.17% | 1.34% | 1.59% | Q2 2019 | Q3 2020 | 6 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.02% | 0.04% | 0.11% | Q4 2013 | Q3 2022 | 6 |
TCWP LLC | 6 | 6 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.13% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Larson Financial Group LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
KWB Wealth | 6 | 6 | 0.14% | 0.33% | 0.55% | Q2 2022 | Q3 2023 | 6 |
Clear Perspectives Financial Planning, LLC | 6 | 6 | 0.07% | 0.59% | 2.69% | Q4 2020 | Q1 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.04% | 0.39% | 0.75% | Q2 2020 | Q3 2021 | 6 |
MFA WEALTH ADVISORS, LLC | 6 | 6 | 0.17% | 0.26% | 0.34% | Q4 2020 | Q1 2022 | 6 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 6 | 6 | 0.11% | 0.15% | 0.23% | Q3 2020 | Q4 2021 | 6 |
Dentgroup LLC | 6 | 6 | 2.19% | 3.49% | 6.82% | Q3 2022 | Q4 2023 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.68% | 0.71% | 0.75% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.02% | 0.07% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Syntal Capital Partners, LLC | 5 | 5 | 2.17% | 2.71% | 3.24% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN EDWARDS INC | 2 | 1 | 0.02% | 0.24% | 0.97% | Q4 2019 | Q3 2022 | 5 |
55I, LLC | 5 | 5 | 0.54% | 0.92% | 1.54% | Q1 2021 | Q1 2022 | 5 |
HRT FINANCIAL LP | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 5 |
JUNCTURE WEALTH STRATEGIES, LLC | 4 | 1 | 0.17% | 0.20% | 0.24% | Q2 2018 | Q1 2020 | 5 |
Advisory Alpha, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q1 2021 | 5 |
iAB Financial Bank | 5 | 5 | 0.16% | 0.19% | 0.23% | Q2 2016 | Q2 2017 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.02% | 0.24% | 0.52% | Q3 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.09% | 0.26% | Q4 2021 | Q4 2022 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.35% | 0.56% | 0.73% | Q3 2022 | Q3 2023 | 5 |
Vise Technologies, Inc. | 5 | 5 | 0.19% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 5 |
WBH ADVISORY INC | 4 | 1 | 0.03% | 0.15% | 0.27% | Q4 2021 | Q1 2023 | 5 |
Brooklyn FI, LLC | 3 | 2 | 0.12% | 0.21% | 0.27% | Q4 2021 | Q2 2023 | 5 |
WealthOne, LLC | 2 | 1 | 0.01% | 0.38% | 0.79% | Q4 2018 | Q2 2023 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Seaside Wealth Management, Inc. | 4 | 1 | 0.12% | 3.43% | 4.60% | Q2 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MCMORGAN & CO LLC | 5 | 5 | 4.26% | 6.16% | 11.40% | Q2 2021 | Q2 2022 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
JD Financial Services Inc. | 5 | 5 | 0.85% | 4.47% | 14.03% | Q4 2020 | Q4 2021 | 5 |
IFS Advisors, LLC | 5 | 5 | 0.45% | 3.01% | 5.21% | Q4 2020 | Q4 2021 | 5 |
CreativeOne Wealth, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 5 |
Mach-1 Financial Group, LLC | 3 | 2 | 0.00% | 0.04% | 0.10% | Q2 2022 | Q3 2023 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Certified Advisory Corp | 5 | 5 | 0.08% | 0.59% | 0.86% | Q3 2022 | Q3 2023 | 5 |
Donoghue Forlines LLC | 4 | 1 | 1.01% | 1.43% | 1.92% | Q1 2022 | Q3 2023 | 5 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.22% | 0.85% | Q2 2017 | Q3 2019 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PROFFITT & GOODSON INC | 4 | 4 | 0.00% | 0.15% | 0.29% | Q4 2021 | Q3 2022 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 4 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Ford Financial Group, LLC | 4 | 4 | 0.11% | 0.34% | 0.49% | Q1 2022 | Q4 2022 | 4 |
Jacobi Capital Management LLC | 3 | 1 | 0.00% | 0.40% | 0.82% | Q2 2020 | Q3 2021 | 4 |
Prostatis Group LLC | 3 | 1 | 0.01% | 1.84% | 3.96% | Q1 2020 | Q2 2023 | 4 |
Covestor Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.12% | 0.21% | Q4 2022 | Q3 2023 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.11% | 0.15% | Q2 2018 | Q4 2020 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.40% | 0.68% | 1.14% | Q4 2022 | Q3 2023 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.97% | 1.15% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 4.59% | 6.29% | 7.88% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.40% | 0.56% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Inspire Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Investors Financial Group, LLC | 4 | 4 | 0.10% | 0.27% | 0.64% | Q1 2021 | Q4 2021 | 4 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
WFG Advisors, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q4 2018 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.03% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q1 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.06% | 0.11% | Q1 2020 | Q1 2021 | 4 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 4 | 4 | 0.26% | 0.27% | 0.28% | Q1 2022 | Q4 2022 | 4 |
Keel Point, LLC | 4 | 4 | 0.12% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.01% | 0.04% | 0.12% | Q4 2022 | Q3 2023 | 4 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 4 | 4 | 1.25% | 1.65% | 1.90% | Q4 2020 | Q3 2021 | 4 |
Prospera Financial Services Inc | 3 | 1 | 0.29% | 1.28% | 1.74% | Q4 2013 | Q4 2015 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GM Advisory Group, LLC | 4 | 4 | 0.79% | 0.81% | 0.85% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.51% | 0.57% | 0.65% | Q3 2020 | Q2 2021 | 4 |
Flagstone Financial Management | 4 | 4 | 6.60% | 6.90% | 7.13% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.95% | 1.16% | 1.30% | Q4 2021 | Q3 2022 | 4 |
Baird Financial Group, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2020 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 3.89% | 5.64% | 6.59% | Q4 2022 | Q3 2023 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
GODSEY & GIBB, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Erickson Financial Group, LLC | 4 | 4 | 0.26% | 0.39% | 0.54% | Q4 2021 | Q3 2022 | 4 |
Capital Investment Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q4 2022 | 4 |
ACUTE INVESTMENT ADVISORY, LLC | 4 | 4 | 0.19% | 0.64% | 1.52% | Q4 2021 | Q3 2022 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.18% | 0.41% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Clark Capital Management Group, Inc. | 1 | 1 | 4.16% | 6.25% | 7.66% | Q4 2015 | Q1 2023 | 4 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.17% | 0.39% | Q4 2015 | Q1 2023 | 4 |
Foster Group, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 4 |
FRANKLIN RESOURCES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.49% | 0.69% | 0.82% | Q2 2015 | Q4 2015 | 3 |
Titan Capital Management, LLC /TX | 3 | 3 | 0.48% | 0.50% | 0.50% | Q2 2019 | Q4 2019 | 3 |
INVESTMENT PARTNERS, LTD. | 3 | 3 | 0.24% | 0.38% | 0.47% | Q3 2015 | Q1 2016 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.10% | 0.16% | 0.21% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 3 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.18% | 0.25% | 0.35% | Q2 2019 | Q1 2023 | 3 |
Concorde Asset Management, LLC | 1 | 1 | 0.23% | 1.39% | 3.35% | Q4 2015 | Q2 2020 | 3 |
Global Financial Private Capital, Inc | 2 | 1 | 0.00% | 0.54% | 0.96% | Q2 2019 | Q2 2020 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.31% | 0.75% | 1.10% | Q1 2015 | Q3 2016 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Hanlon Investment Management, Inc. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Covenant Partners, LLC | 1 | 1 | 0.37% | 0.52% | 0.64% | Q2 2019 | Q1 2023 | 3 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 1.07% | 1.57% | 2.18% | Q4 2018 | Q3 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Integrated Investment Consultants, LLC | 3 | 3 | 0.12% | 0.23% | 0.42% | Q1 2022 | Q3 2022 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Golden State Equity Partners | 3 | 3 | 0.93% | 1.15% | 1.33% | Q4 2020 | Q2 2021 | 3 |
Voya Financial Advisors, Inc. | 1 | 1 | 1.14% | 1.55% | 1.83% | Q4 2015 | Q1 2023 | 3 |
Fortitude Advisory Group L.L.C. | 2 | 1 | 0.01% | 0.07% | 0.16% | Q4 2021 | Q1 2023 | 3 |
Gerber Kawasaki Wealth & Investment Management | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Lake Point Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 3 |
Balboa Wealth Partners | 3 | 3 | 0.09% | 0.15% | 0.19% | Q3 2022 | Q1 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.23% | 0.65% | Q4 2022 | Q2 2023 | 3 |
Accurate Wealth Management, LLC | 3 | 3 | 0.06% | 0.36% | 0.91% | Q2 2022 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Arjuna Capital | 3 | 3 | 0.40% | 3.50% | 5.29% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.06% | 0.38% | 0.96% | Q3 2013 | Q4 2014 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Ignite Planners, LLC | 3 | 3 | 0.12% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Rehmann Capital Advisory Group | 1 | 1 | 0.03% | 0.06% | 0.13% | Q4 2015 | Q2 2020 | 3 |
Heirloom Wealth Management | 3 | 3 | 0.32% | 0.40% | 0.51% | Q4 2021 | Q2 2022 | 3 |
M&T BANK CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 0.69% | 2.12% | 2.86% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.48% | 0.51% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Tri-Star Advisors Inc. | 3 | 3 | 0.35% | 0.37% | 0.42% | Q2 2022 | Q4 2022 | 3 |
Moloney Securities Asset Management, LLC | 2 | 1 | 0.06% | 0.24% | 0.59% | Q1 2019 | Q4 2020 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Melone Private Wealth, LLC | 3 | 3 | 2.26% | 2.34% | 2.38% | Q1 2023 | Q3 2023 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Colonial River Wealth Management, LLC | 2 | 1 | 0.11% | 1.90% | 5.46% | Q4 2021 | Q1 2023 | 3 |
Presidio Capital Management, LLC | 3 | 3 | 0.22% | 0.57% | 0.80% | Q1 2023 | Q3 2023 | 3 |
THOMASPARTNERS, INC. | 3 | 3 | 1.35% | 1.49% | 1.66% | Q3 2017 | Q1 2018 | 3 |
Redwood Investment Management, LLC | 3 | 3 | 0.99% | 2.57% | 4.22% | Q4 2018 | Q2 2019 | 3 |
Beaumont Capital Management, LLC | 3 | 3 | 0.63% | 0.66% | 0.69% | Q1 2023 | Q3 2023 | 3 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 0.57% | 0.80% | 1.03% | Q4 2022 | Q1 2023 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SimpliFi, Inc. | 2 | 2 | 3.21% | 3.31% | 3.41% | Q2 2023 | Q3 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.04% | 0.17% | 0.30% | Q1 2023 | Q3 2023 | 2 |
Model Capital Management LLC | 2 | 2 | 20.03% | 20.17% | 20.30% | Q4 2020 | Q1 2021 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.30% | 0.57% | Q2 2023 | Q3 2023 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.51% | 0.78% | 1.04% | Q2 2020 | Q1 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q2 2023 | 2 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.13% | 0.16% | 0.18% | Q3 2022 | Q4 2022 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Filbrandt Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
L.M. KOHN & COMPANY | 2 | 2 | 0.35% | 0.36% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Auour Investments LLC | 2 | 2 | 2.08% | 2.12% | 2.15% | Q2 2023 | Q3 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.10% | 0.16% | 0.22% | Q1 2023 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Eldridge Investment Advisors, Inc. | 2 | 2 | 0.84% | 1.20% | 1.55% | Q4 2019 | Q1 2020 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
FDx Advisors, Inc. | 1 | 1 | 0.52% | 0.91% | 1.30% | Q4 2015 | Q2 2019 | 2 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 2 |
Acropolis Investment Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 0.21% | 0.68% | 1.14% | Q3 2022 | Q4 2022 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 2 |
Salomon & Ludwin, LLC | 2 | 2 | 0.05% | 0.10% | 0.14% | Q2 2023 | Q3 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q2 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q1 2023 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q4 2015 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 2 |
Glovista Investments LLC | 2 | 2 | 0.08% | 0.16% | 0.24% | Q2 2020 | Q3 2020 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LifeGuide Financial Advisors, LLC | 1 | 1 | 0.38% | 0.59% | 0.79% | Q2 2022 | Q4 2022 | 2 |
CHANNEL WEALTH LLC | 2 | 2 | 0.14% | 0.35% | 0.56% | Q1 2023 | Q2 2023 | 2 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.07% | 0.14% | 0.20% | Q4 2015 | Q2 2016 | 2 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
FIRST MERCHANTS CORP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q4 2022 | 2 |
DB Fitzpatrick & Co, Inc | 1 | 1 | 0.58% | 0.62% | 0.66% | Q4 2021 | Q4 2022 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.17% | 0.21% | 0.25% | Q3 2022 | Q4 2022 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SENTINEL PENSION ADVISORS INC | 2 | 2 | 6.75% | 7.20% | 7.64% | Q2 2023 | Q3 2023 | 2 |
BMS Financial Advisors, LLC | 2 | 2 | 0.17% | 2.80% | 5.43% | Q1 2023 | Q2 2023 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
McAdams Wright Ragen, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 1.17% | 1.57% | 1.97% | Q2 2023 | Q3 2023 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.24% | 0.31% | 0.38% | Q1 2023 | Q2 2023 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 11.58% | 11.87% | 12.16% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.19% | 0.33% | 0.48% | Q4 2021 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q1 2020 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 1.33% | 2.63% | Q2 2023 | Q3 2023 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Virtue Capital Management, LLC | 1 | 1 | 2.32% | 2.64% | 2.96% | Q2 2019 | Q2 2020 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.26% | 0.27% | 0.27% | Q2 2019 | Q3 2019 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.23% | 0.42% | Q4 2017 | Q4 2021 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2015 | 2 |
ROCKY MOUNTAIN ADVISERS, LLC | 2 | 2 | 0.08% | 0.13% | 0.18% | Q3 2022 | Q4 2022 | 2 |
Santori & Peters, Inc. | 2 | 2 | 0.27% | 0.28% | 0.29% | Q4 2020 | Q1 2021 | 2 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2022 | Q4 2022 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 4.96% | 4.96% | 4.96% | Q2 2023 | Q2 2023 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Leisure Capital Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Menard Financial Group LLC | 1 | 1 | 5.90% | 5.90% | 5.90% | Q2 2020 | Q2 2020 | 1 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q2 2020 | Q2 2020 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 2.90% | 2.90% | 2.90% | Q4 2015 | Q4 2015 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Root Financial Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 6.68% | 6.68% | 6.68% | Q4 2015 | Q4 2015 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 2.98% | 2.98% | 2.98% | Q3 2023 | Q3 2023 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 8.53% | 8.53% | 8.53% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cornell Pochily Investment Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2016 | Q4 2016 | 1 |
TFB Advisors LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2023 | Q1 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TPG Financial Advisors, LLC | 1 | 1 | 4.67% | 4.67% | 4.67% | Q4 2018 | Q4 2018 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
Opes Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2023 | Q1 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 5.04% | 5.04% | 5.04% | Q1 2016 | Q1 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2015 | Q4 2015 | 1 |
RFP Financial Group LLC | 1 | 1 | 5.31% | 5.31% | 5.31% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2015 | Q4 2015 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 1 | 1 | 4.22% | 4.22% | 4.22% | Q2 2019 | Q2 2019 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
QS Investors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
HYA Advisors, Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 9.80% | 9.80% | 9.80% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Pinion Investment Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2019 | Q2 2019 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Lee Financial Group Hawaii, Inc. | 1 | 1 | 2.86% | 2.86% | 2.86% | Q4 2020 | Q4 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.