Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Freedom Investment Management, Inc. | 43 | 43 | 0.01% | 0.13% | 0.26% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CONDOR CAPITAL MANAGEMENT | 42 | 42 | 0.06% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Courage Miller Partners, LLC | 41 | 41 | 0.25% | 0.95% | 3.46% | Q3 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 24 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.00% | 0.08% | 0.40% | Q1 2014 | Q3 2023 | 39 |
Asset Management Group, Inc. | 39 | 39 | 0.32% | 0.40% | 0.50% | Q1 2014 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 29 | 9 | 0.00% | 0.04% | 0.61% | Q4 2013 | Q3 2023 | 38 |
CITIGROUP INC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
CHARTIST INC /CA/ | 15 | 3 | 1.80% | 12.00% | 21.94% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
AMERIPRISE FINANCIAL INC | 31 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 36 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
STIFEL FINANCIAL CORP | 34 | 34 | 0.01% | 0.04% | 0.16% | Q2 2015 | Q3 2023 | 34 |
Private Advisor Group, LLC | 32 | 1 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 33 |
SALEM INVESTMENT COUNSELORS INC | 18 | 15 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q3 2023 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2023 | 32 |
Gradient Investments LLC | 32 | 32 | 0.00% | 0.05% | 0.83% | Q4 2015 | Q3 2023 | 32 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
FAS Wealth Partners, Inc. | 32 | 32 | 0.22% | 4.33% | 7.07% | Q4 2015 | Q3 2023 | 32 |
GHP Investment Advisors, Inc. | 32 | 32 | 0.10% | 0.70% | 1.11% | Q4 2015 | Q3 2023 | 32 |
Stratos Wealth Partners, LTD. | 30 | 2 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 26 | 5 | 0.01% | 0.21% | 0.34% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 28 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 31 |
Krilogy Financial LLC | 31 | 31 | 0.05% | 2.38% | 8.67% | Q3 2015 | Q1 2023 | 31 |
PRIVATE TRUST CO NA | 16 | 2 | 0.00% | 0.04% | 0.11% | Q1 2013 | Q3 2023 | 30 |
Schneider Downs Wealth Management Advisors, LP | 30 | 30 | 0.12% | 0.37% | 0.83% | Q2 2016 | Q3 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.01% | 0.23% | 1.56% | Q1 2016 | Q2 2023 | 30 |
Tradewinds Capital Management, LLC | 21 | 8 | 0.00% | 1.09% | 5.15% | Q4 2013 | Q3 2021 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 29 |
McAdam, LLC | 28 | 28 | 1.69% | 3.97% | 5.56% | Q4 2016 | Q3 2023 | 28 |
ARROW FINANCIAL CORP | 28 | 28 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q3 2020 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.63% | 4.90% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.21% | 2.06% | 5.53% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Burt Wealth Advisors | 25 | 3 | 0.06% | 0.10% | 0.14% | Q4 2014 | Q4 2021 | 28 |
Keeley-Teton Advisors, LLC | 27 | 27 | 0.02% | 0.19% | 0.36% | Q1 2017 | Q3 2023 | 27 |
Diligent Investors, LLC | 27 | 27 | 0.83% | 1.72% | 2.24% | Q1 2017 | Q3 2023 | 27 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 27 | 27 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.04% | 0.14% | Q3 2013 | Q4 2019 | 26 |
First Horizon Advisors, Inc. | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 26 | 0.00% | 0.65% | 2.49% | Q2 2017 | Q3 2023 | 26 |
M&R CAPITAL MANAGEMENT INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2023 | 26 |
CWM, LLC | 12 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
B. Riley Wealth Advisors, Inc. | 13 | 4 | 0.01% | 0.15% | 0.43% | Q3 2013 | Q3 2023 | 25 |
Financial Engines Advisors L.L.C. | 25 | 25 | 0.00% | 0.70% | 5.51% | Q3 2017 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 25 |
Global Retirement Partners, LLC | 18 | 7 | 0.00% | 0.01% | 0.10% | Q2 2017 | Q3 2023 | 25 |
US BANCORP \DE\ | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.08% | 1.63% | 4.32% | Q4 2017 | Q3 2023 | 24 |
Windsor Wealth Management, Inc. | 24 | 24 | 0.17% | 0.33% | 0.51% | Q4 2017 | Q3 2023 | 24 |
Broadview Financial Management, LLC | 24 | 24 | 0.54% | 0.96% | 1.09% | Q4 2017 | Q3 2023 | 24 |
Plante Moran Financial Advisors, LLC | 19 | 5 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 24 |
FIRST NATIONAL TRUST CO | 24 | 24 | 0.12% | 1.23% | 3.64% | Q4 2017 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.09% | 0.16% | 0.28% | Q4 2017 | Q3 2023 | 24 |
GIRARD PARTNERS LTD. | 24 | 24 | 0.09% | 0.29% | 0.40% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
JNBA Financial Advisors | 20 | 1 | 0.00% | 1.20% | 1.66% | Q3 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.02% | 0.17% | Q4 2017 | Q3 2023 | 24 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 24 | 24 | 2.29% | 3.36% | 4.23% | Q4 2017 | Q3 2023 | 24 |
Mariner, LLC | 24 | 24 | 0.02% | 0.12% | 0.46% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2022 | 24 |
GOLDMAN SACHS GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 23 |
WRAPMANAGER INC | 23 | 23 | 0.22% | 0.27% | 0.31% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Front Row Advisors LLC | 20 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 23 |
Koshinski Asset Management, Inc. | 16 | 7 | 0.05% | 0.19% | 0.40% | Q3 2017 | Q3 2023 | 23 |
Voya Financial Advisors, Inc. | 23 | 23 | 0.04% | 0.16% | 0.31% | Q2 2015 | Q4 2020 | 23 |
Investors Research Corp | 23 | 23 | 0.27% | 0.68% | 0.98% | Q1 2018 | Q3 2023 | 23 |
CABOT WEALTH MANAGEMENT INC | 17 | 1 | 0.03% | 0.19% | 0.45% | Q2 2013 | Q1 2023 | 23 |
PRUDENTIAL PLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Pure Financial Advisors, LLC | 22 | 22 | 0.04% | 0.09% | 0.19% | Q3 2018 | Q4 2023 | 22 |
First Heartland Consultants, Inc. | 18 | 4 | 0.01% | 0.24% | 1.56% | Q4 2017 | Q3 2023 | 22 |
Kingsview Wealth Management, LLC | 16 | 6 | 0.06% | 0.31% | 0.60% | Q1 2018 | Q3 2023 | 22 |
BANK OF MONTREAL /CAN/ | 20 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 22 |
LexAurum Advisors, LLC | 18 | 1 | 0.12% | 0.18% | 0.38% | Q4 2017 | Q3 2023 | 22 |
GAMBLE JONES INVESTMENT COUNSEL | 22 | 22 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q4 2022 | 22 |
Parallel Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 1.09% | 1.92% | 3.48% | Q4 2018 | Q4 2023 | 21 |
PFG Advisors | 21 | 21 | 0.06% | 0.11% | 0.19% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 14 | 7 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q2 2021 | 21 |
Occidental Asset Management, LLC | 21 | 21 | 0.18% | 0.29% | 0.37% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisors LLC | 10 | 1 | 0.01% | 0.06% | 0.18% | Q2 2016 | Q3 2023 | 21 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.06% | 0.50% | Q1 2018 | Q3 2023 | 20 |
RPg Family Wealth Advisory, LLC | 16 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2022 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.86% | 1.33% | 2.13% | Q4 2018 | Q3 2023 | 20 |
Vista Private Wealth Partners. LLC | 20 | 20 | 0.22% | 0.84% | 1.12% | Q4 2018 | Q3 2023 | 20 |
ALTFEST L J & CO INC | 20 | 20 | 0.08% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 20 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q4 2021 | 20 |
IHT Wealth Management, LLC | 14 | 6 | 0.00% | 0.26% | 1.12% | Q4 2016 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 1.00% | 1.98% | 2.95% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 8 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.52% | 1.06% | 1.40% | Q4 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 0.72% | 1.49% | 2.83% | Q4 2018 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 12 | 8 | 0.02% | 0.05% | 0.15% | Q3 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.27% | 2.06% | 4.36% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.20% | 1.26% | 2.00% | Q4 2018 | Q3 2023 | 20 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.10% | 0.25% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Centerpoint Advisors, LLC | 20 | 20 | 0.11% | 1.99% | 6.94% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.03% | 0.44% | 2.32% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.05% | 0.39% | Q4 2017 | Q3 2022 | 20 |
Klingman & Associates, LLC | 19 | 19 | 0.04% | 1.53% | 2.26% | Q1 2019 | Q3 2023 | 19 |
HBK Sorce Advisory LLC | 18 | 1 | 0.01% | 0.07% | 0.25% | Q4 2015 | Q1 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
First Allied Advisory Services, Inc. | 12 | 7 | 0.00% | 0.11% | 0.40% | Q2 2014 | Q3 2020 | 19 |
Princeton Global Asset Management LLC | 18 | 1 | 0.06% | 0.10% | 0.21% | Q4 2018 | Q3 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.05% | 0.18% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Veritable, L.P. | 19 | 19 | 0.06% | 0.11% | 0.22% | Q4 2018 | Q2 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 19 | 0.00% | 0.13% | 0.17% | Q2 2017 | Q4 2021 | 19 |
Gladstone Institutional Advisory LLC | 19 | 19 | 0.22% | 0.66% | 1.58% | Q1 2019 | Q3 2023 | 19 |
Corbenic Partners LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
BENJAMIN EDWARDS INC | 14 | 4 | 0.05% | 0.35% | 1.10% | Q1 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Measured Wealth Private Client Group, LLC | 17 | 1 | 0.04% | 0.53% | 0.83% | Q3 2018 | Q3 2023 | 18 |
BALDWIN BROTHERS LLC/MA | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2023 | 18 |
Founders Capital Management | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2023 | 18 |
Prime Capital Investment Advisors, LLC | 18 | 18 | 0.01% | 0.19% | 1.49% | Q2 2019 | Q3 2023 | 18 |
NorthRock Partners, LLC | 18 | 18 | 0.06% | 3.01% | 3.87% | Q2 2019 | Q3 2023 | 18 |
KAYS FINANCIAL ADVISORY CORP /ADV | 18 | 18 | 0.47% | 2.72% | 5.00% | Q2 2016 | Q3 2020 | 18 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 1 | 0.20% | 1.04% | 3.91% | Q4 2018 | Q3 2023 | 17 |
Parkside Financial Bank & Trust | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2019 | 17 |
IFG Advisors, LLC | 17 | 17 | 0.08% | 0.16% | 0.28% | Q3 2019 | Q3 2023 | 17 |
Rehmann Capital Advisory Group | 12 | 2 | 0.01% | 0.42% | 1.31% | Q1 2018 | Q3 2023 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 2 | 0.00% | 0.06% | 0.18% | Q1 2019 | Q3 2023 | 17 |
Marietta Wealth Management, LLC | 17 | 17 | 0.10% | 1.17% | 2.00% | Q4 2016 | Q4 2020 | 17 |
Bank of New York Mellon Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 17 |
Connecticut Wealth Management, LLC | 10 | 7 | 0.05% | 0.14% | 0.46% | Q2 2019 | Q3 2023 | 17 |
Foresight Wealth Management, LLC | 17 | 17 | 0.06% | 1.53% | 5.43% | Q4 2018 | Q4 2022 | 17 |
ATWOOD & PALMER INC | 16 | 16 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2023 | 16 |
SRS Capital Advisors, Inc. | 10 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.03% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Harborview Advisors, LLC | 16 | 16 | 2.46% | 3.35% | 4.40% | Q4 2017 | Q3 2021 | 16 |
AlphaStar Capital Management, LLC | 13 | 1 | 0.02% | 0.83% | 2.31% | Q2 2017 | Q3 2023 | 16 |
Clarus Wealth Advisors | 16 | 16 | 2.01% | 4.82% | 6.79% | Q1 2019 | Q4 2022 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.17% | 2.11% | Q1 2018 | Q4 2021 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.48% | 0.81% | 1.26% | Q4 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 0.16% | 0.22% | 0.28% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.03% | 0.12% | 0.75% | Q4 2019 | Q3 2023 | 16 |
WealthShield Partners, LLC | 8 | 1 | 0.00% | 0.33% | 0.80% | Q2 2018 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.03% | 0.13% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Cooper Financial Group | 16 | 16 | 0.11% | 0.37% | 0.72% | Q4 2019 | Q3 2023 | 16 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
IAG Wealth Partners, LLC | 15 | 15 | 0.36% | 0.56% | 1.04% | Q1 2020 | Q3 2023 | 15 |
BlackRock Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
BB&T SECURITIES, LLC | 10 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2019 | 15 |
CIBC Private Wealth Group, LLC | 10 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 15 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.04% | 0.22% | 0.55% | Q1 2020 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 1.29% | 1.68% | 2.53% | Q1 2018 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.15% | 0.77% | Q1 2020 | Q3 2023 | 15 |
Visionary Wealth Advisors | 15 | 15 | 0.03% | 0.18% | 0.87% | Q1 2020 | Q3 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 0.11% | 0.41% | 1.00% | Q1 2020 | Q3 2023 | 15 |
EP Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.04% | 0.27% | Q4 2013 | Q3 2023 | 15 |
Capital Advisory Group Advisory Services, LLC | 13 | 2 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.13% | Q2 2016 | Q4 2019 | 15 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 15 |
One Capital Management, LLC | 13 | 1 | 0.06% | 0.08% | 0.11% | Q3 2014 | Q4 2019 | 14 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.06% | 0.11% | Q3 2015 | Q1 2023 | 14 |
Salomon & Ludwin, LLC | 11 | 3 | 0.01% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 14 |
Sigma Planning Corp | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Bancorp, Inc. | 8 | 6 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
Executive Wealth Management, LLC | 12 | 1 | 0.00% | 0.61% | 1.37% | Q4 2018 | Q3 2023 | 14 |
Financial Advocates Investment Management | 5 | 2 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
HARBOUR INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.65% | 1.24% | 1.61% | Q3 2015 | Q4 2018 | 14 |
Strategic Advisors LLC | 14 | 14 | 0.18% | 1.43% | 2.01% | Q4 2016 | Q1 2020 | 14 |
Integrated Wealth Concepts LLC | 9 | 4 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2020 | 13 |
Moloney Securities Asset Management, LLC | 13 | 13 | 0.11% | 0.21% | 0.27% | Q3 2020 | Q3 2023 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 3 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2021 | 13 |
Capital Advisors, Ltd. LLC | 13 | 13 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q4 2021 | 13 |
TIAA, FSB | 13 | 13 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.07% | 0.11% | 0.25% | Q1 2020 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.10% | 0.21% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Clark Capital Management Group, Inc. | 9 | 4 | 0.05% | 0.40% | 2.28% | Q1 2020 | Q3 2023 | 13 |
Beacon Pointe Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
COLONY GROUP LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q1 2022 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 13 |
CX Institutional | 12 | 1 | 0.01% | 0.10% | 0.57% | Q4 2018 | Q2 2022 | 13 |
IVC Wealth Advisors LLC | 12 | 12 | 0.15% | 0.27% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.49% | 1.19% | 1.68% | Q4 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 0.55% | 0.64% | 0.73% | Q2 2020 | Q1 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Fusion Family Wealth LLC | 12 | 12 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Simplicity Solutions, LLC | 9 | 3 | 0.01% | 0.13% | 0.25% | Q1 2019 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.06% | 0.59% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Advisory Alpha, LLC | 7 | 5 | 0.00% | 0.92% | 2.86% | Q1 2017 | Q1 2020 | 12 |
ROCKY MOUNTAIN ADVISERS, LLC | 12 | 12 | 0.06% | 0.09% | 0.11% | Q3 2017 | Q2 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
SAGE FINANCIAL GROUP INC | 6 | 6 | 0.11% | 0.15% | 0.19% | Q1 2019 | Q3 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.22% | 0.27% | 0.43% | Q4 2020 | Q3 2023 | 12 |
CALTON & ASSOCIATES, INC. | 11 | 1 | 0.02% | 0.19% | 0.31% | Q4 2017 | Q1 2022 | 12 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.52% | 0.72% | 1.10% | Q4 2020 | Q3 2023 | 12 |
GREAT VALLEY ADVISOR GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 4 | 0.02% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 12 |
Cornerstone Wealth Management, LLC | 12 | 12 | 0.06% | 0.14% | 0.20% | Q3 2016 | Q2 2019 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.02% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Essex Financial Services, Inc. | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Chicago Partners Investment Group LLC | 11 | 1 | 0.01% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 1.53% | 1.74% | 1.95% | Q4 2020 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 1.49% | 2.00% | 2.42% | Q4 2020 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.17% | 0.33% | 0.66% | Q1 2021 | Q3 2023 | 11 |
QUADRANT CAPITAL GROUP LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Capstone Triton Financial Group, LLC | 11 | 11 | 0.13% | 0.22% | 0.63% | Q4 2020 | Q2 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2020 | 11 |
TCI Wealth Advisors, Inc. | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 11 |
Atria Investments, Inc | 7 | 4 | 0.02% | 0.15% | 0.50% | Q2 2018 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.51% | 0.73% | 0.98% | Q1 2021 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 11 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2017 | 11 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.02% | 0.07% | 0.09% | Q4 2019 | Q1 2022 | 10 |
Allen Capital Group, LLC | 10 | 10 | 0.07% | 1.05% | 2.47% | Q4 2017 | Q1 2020 | 10 |
Capital Asset Advisory Services LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2022 | 10 |
ASSETMARK, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
QUEST CAPITAL MANAGEMENT INC /ADV | 10 | 10 | 0.52% | 2.06% | 2.60% | Q3 2019 | Q4 2021 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q1 2023 | 10 |
Selective Wealth Management, Inc. | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2022 | 10 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.63% | 3.00% | Q4 2019 | Q3 2023 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2021 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.93% | 1.40% | 1.70% | Q4 2017 | Q1 2020 | 10 |
Ten Capital Wealth Advisors, LLC | 6 | 4 | 0.00% | 0.05% | 0.17% | Q3 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 10 |
ACAS, LLC | 6 | 4 | 0.47% | 0.56% | 0.69% | Q1 2021 | Q3 2023 | 10 |
Bartlett & Co. LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2023 | 10 |
SIGNATUREFD, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2022 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Kalos Management, Inc. | 3 | 1 | 0.09% | 0.17% | 0.29% | Q4 2017 | Q2 2023 | 9 |
Sterling Financial Planning, Inc. | 5 | 4 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Manchester Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.19% | 0.56% | Q3 2021 | Q3 2023 | 9 |
Capital Analysts, LLC | 5 | 4 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Cerity Partners LLC | 6 | 3 | 0.00% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Janney Montgomery Scott LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 9 |
Trilogy Capital Inc. | 8 | 1 | 0.06% | 0.27% | 1.83% | Q1 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 5 | 4 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 9 |
DUNCKER STREETT & CO INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Orin Green Financial, LLC | 9 | 9 | 0.15% | 0.19% | 0.24% | Q4 2020 | Q4 2022 | 9 |
Csenge Advisory Group | 6 | 1 | 0.02% | 0.12% | 0.26% | Q2 2020 | Q3 2023 | 9 |
MGO ONE SEVEN LLC | 8 | 8 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Ironwood Financial, llc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 1.66% | 1.89% | 1.99% | Q4 2021 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
LTG Capital LLC | 8 | 8 | 0.98% | 1.34% | 3.51% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 3.59% | 3.80% | 4.25% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.06% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
HSBC HOLDINGS PLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.24% | 0.30% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Lucia Wealth Services, LLC | 4 | 4 | 0.05% | 0.54% | 1.60% | Q4 2017 | Q3 2020 | 8 |
CENTRAL TRUST Co | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 8 |
VSR Financial Services, Inc. | 7 | 1 | 0.02% | 0.04% | 0.15% | Q2 2013 | Q2 2016 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.22% | 0.27% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Valmark Advisers, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.73% | 0.95% | 1.66% | Q4 2021 | Q3 2023 | 8 |
WIPFLI FINANCIAL ADVISORS LLC, | 8 | 8 | 0.05% | 0.28% | 0.80% | Q4 2020 | Q3 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q4 2016 | 8 |
Faithward Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Savant Capital, LLC | 7 | 7 | 0.07% | 0.07% | 0.08% | Q1 2017 | Q3 2018 | 7 |
ProVise Management Group, LLC | 6 | 1 | 0.02% | 0.09% | 0.46% | Q4 2013 | Q1 2022 | 7 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 7 |
Parcion Private Wealth LLC | 7 | 7 | 0.60% | 2.80% | 4.27% | Q1 2022 | Q3 2023 | 7 |
Keystone Financial Group | 7 | 7 | 0.08% | 0.10% | 0.12% | Q2 2018 | Q4 2019 | 7 |
Avion Wealth | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
Horan Securities, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 7 |
First Pacific Financial | 6 | 1 | 0.10% | 0.26% | 0.61% | Q4 2021 | Q3 2023 | 7 |
MOTIVE WEALTH ADVISORS | 7 | 7 | 0.18% | 0.23% | 0.28% | Q2 2021 | Q4 2022 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 7 |
Horizons Wealth Management | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q4 2023 | 7 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2020 | 7 |
Smith Anglin Financial, LLC | 5 | 2 | 0.21% | 0.62% | 1.40% | Q4 2020 | Q3 2023 | 7 |
55I, LLC | 6 | 1 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2022 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
EPG Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 7 |
MONECO Advisors, LLC | 7 | 7 | 0.08% | 0.14% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
PARK AVENUE SECURITIES LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.08% | 1.00% | 1.35% | Q2 2022 | Q3 2023 | 7 |
Fernwood Investment Management, LLC | 6 | 1 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q2 2023 | 7 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.08% | 0.12% | Q1 2020 | Q1 2023 | 6 |
Foundations Investment Advisors, LLC | 4 | 2 | 0.02% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 6 |
INSPIRION WEALTH ADVISORS, LLC | 6 | 6 | 0.10% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
M&T BANK CORP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2020 | 6 |
Pinkerton Retirement Specialists, LLC | 4 | 2 | 0.04% | 1.22% | 2.48% | Q4 2017 | Q4 2020 | 6 |
Surevest, LLC | 6 | 6 | 0.15% | 0.90% | 1.19% | Q4 2018 | Q1 2020 | 6 |
Baltimore-Washington Financial Advisors, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Starfire Investment Advisers, Inc. | 3 | 3 | 0.10% | 0.17% | 0.22% | Q1 2018 | Q2 2020 | 6 |
Concord Wealth Partners | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Trail Ridge Investment Advisors, LLC | 6 | 6 | 0.17% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
SCS Capital Management LLC | 6 | 6 | 0.04% | 0.16% | 0.68% | Q2 2022 | Q3 2023 | 6 |
JONES FINANCIAL COMPANIES LLLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.16% | 0.27% | 0.35% | Q4 2020 | Q1 2022 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.13% | 0.15% | 0.17% | Q2 2022 | Q3 2023 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q4 2022 | 6 |
Twelve Points Wealth Management LLC | 6 | 6 | 0.36% | 0.74% | 1.21% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.60% | 0.68% | 0.76% | Q4 2018 | Q1 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 6 |
Bristlecone Advisors, LLC | 4 | 2 | 0.03% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 6 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 1 | 0.09% | 0.84% | 3.05% | Q4 2015 | Q3 2018 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.06% | 0.06% | 0.08% | Q4 2022 | Q4 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.68% | 0.70% | 0.71% | Q4 2021 | Q4 2022 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q3 2014 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Goodwin Investment Advisory | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Redhawk Wealth Advisors, Inc. | 5 | 5 | 0.95% | 1.25% | 1.62% | Q3 2018 | Q3 2019 | 5 |
Private Ocean, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.03% | 0.12% | 0.19% | Q2 2014 | Q3 2022 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
DFPG INVESTMENTS, LLC | 4 | 1 | 0.07% | 0.16% | 0.26% | Q3 2020 | Q3 2023 | 5 |
FURE FINANCIAL CORP | 3 | 2 | 0.00% | 1.03% | 1.70% | Q4 2019 | Q1 2021 | 5 |
Royal Fund Management, LLC | 4 | 1 | 0.00% | 0.41% | 0.80% | Q4 2017 | Q3 2019 | 5 |
Capital Investment Advisory Services, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
DENVER WEALTH MANAGEMENT, INC. | 5 | 5 | 0.29% | 1.26% | 2.69% | Q3 2022 | Q3 2023 | 5 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
IMC-Chicago, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.10% | 0.54% | 0.88% | Q2 2014 | Q2 2015 | 5 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.02% | 0.07% | 0.10% | Q4 2017 | Q1 2023 | 5 |
BREITER CAPITAL MANAGEMENT INC | 4 | 1 | 0.66% | 0.84% | 0.97% | Q4 2017 | Q1 2019 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
FirstPurpose Wealth LLC | 5 | 5 | 0.17% | 0.18% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Shamrock Asset Management LLC | 5 | 5 | 0.06% | 1.27% | 1.59% | Q4 2017 | Q4 2018 | 5 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 5 |
HUNTINGTON NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Legacy Wealth Planning, LLC | 5 | 5 | 1.23% | 1.35% | 1.70% | Q4 2019 | Q4 2020 | 5 |
Guidant Wealth Advisors | 4 | 4 | 0.26% | 0.27% | 0.28% | Q4 2018 | Q3 2019 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2020 | 4 |
BOSTON FINANCIAL MANGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q2 2017 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.51% | 0.75% | 0.97% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GREENLEAF TRUST | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT INCOME SOLUTIONS, INC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
JUNCTURE WEALTH STRATEGIES, LLC | 4 | 4 | 0.16% | 0.21% | 0.25% | Q2 2018 | Q1 2019 | 4 |
Linscomb & Williams, Inc. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ford Financial Group, LLC | 4 | 4 | 0.34% | 1.35% | 2.12% | Q1 2022 | Q4 2022 | 4 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.04% | 0.16% | 0.53% | Q1 2021 | Q2 2022 | 4 |
Advance Capital Management, Inc. | 4 | 4 | 0.08% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Chessman Wealth Strategies RIA | 4 | 4 | 0.02% | 4.12% | 6.65% | Q4 2017 | Q3 2018 | 4 |
Brookstone Capital Management | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.31% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 1.00% | 1.15% | 1.28% | Q4 2022 | Q3 2023 | 4 |
LVZ, Inc. | 4 | 4 | 0.10% | 0.13% | 0.15% | Q1 2018 | Q4 2018 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Argent Trust Co | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Bernardo Wealth Planning LLC | 4 | 4 | 1.31% | 1.39% | 1.44% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.48% | 1.92% | Q4 2020 | Q4 2022 | 4 |
MFA WEALTH ADVISORS, LLC | 3 | 1 | 0.05% | 1.04% | 3.83% | Q4 2017 | Q2 2020 | 4 |
Tennessee Valley Asset Management Partners | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.35% | 0.49% | 0.64% | Q4 2021 | Q3 2022 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.10% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 4 |
Virtue Capital Management, LLC | 2 | 1 | 0.02% | 0.13% | 0.32% | Q4 2017 | Q4 2020 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.39% | 0.39% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Sharkey, Howes & Javer | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Westwind Capital | 3 | 3 | 0.62% | 0.74% | 0.87% | Q3 2018 | Q1 2019 | 3 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.06% | 0.17% | Q3 2020 | Q2 2023 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 1.67% | 1.70% | 1.74% | Q4 2022 | Q2 2023 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.11% | 0.30% | Q3 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.44% | 0.46% | 0.47% | Q4 2017 | Q2 2018 | 3 |
Strategic Asset Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.43% | 0.47% | 0.52% | Q1 2021 | Q2 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.14% | 0.42% | Q3 2017 | Q4 2018 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
PSI Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
S. R. Schill & Associates | 3 | 3 | 0.43% | 0.51% | 0.67% | Q1 2018 | Q3 2018 | 3 |
UNIVEST FINANCIAL Corp | 3 | 3 | 0.07% | 0.53% | 0.94% | Q3 2022 | Q1 2023 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.00% | 0.97% | 1.76% | Q4 2015 | Q1 2018 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q4 2023 | 3 |
SWMG, LLC | 3 | 3 | 0.48% | 0.64% | 0.84% | Q4 2022 | Q2 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Slow Capital, Inc. | 3 | 3 | 0.29% | 0.32% | 0.35% | Q3 2020 | Q1 2021 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.60% | 0.82% | 1.05% | Q4 2019 | Q2 2020 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.17% | 0.37% | 0.49% | Q4 2021 | Q2 2022 | 3 |
Lion Street Advisors, LLC | 3 | 3 | 0.79% | 1.76% | 3.08% | Q2 2020 | Q4 2020 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.82% | 0.90% | 1.02% | Q1 2023 | Q3 2023 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.07% | 0.12% | Q2 2021 | Q2 2022 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
EverSource Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Johnson Midwest Financial, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Private Portfolio Partners LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2023 | 3 |
SFG Wealth Management, LLC. | 3 | 3 | 0.29% | 2.65% | 4.74% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2014 | 3 |
626 Financial, LLC | 2 | 1 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q1 2022 | 3 |
Harrison & Co Wealth Management, LLC | 2 | 1 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q4 2022 | 3 |
Pinnacle Family Advisors, LLC | 2 | 1 | 0.43% | 0.66% | 0.82% | Q3 2017 | Q2 2018 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.08% | 0.11% | 0.15% | Q3 2019 | Q1 2020 | 3 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
East Coast Asset Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q1 2013 | 2 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 2 | 2 | 2.91% | 3.15% | 3.39% | Q3 2022 | Q4 2022 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2020 | Q2 2020 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 2 |
Barber Financial Group, Inc. | 2 | 2 | 3.52% | 3.72% | 3.92% | Q1 2018 | Q2 2018 | 2 |
Bill Few Associates, Inc. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q3 2023 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
WealthStone, Inc. | 2 | 2 | 0.01% | 0.18% | 0.36% | Q1 2019 | Q2 2019 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Trek Financial, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
tru Independence LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q1 2021 | 2 |
Cavalier Investments, LLC | 2 | 2 | 1.01% | 1.06% | 1.11% | Q4 2020 | Q1 2021 | 2 |
Vigilare Wealth Management | 2 | 2 | 0.44% | 0.46% | 0.48% | Q4 2019 | Q1 2020 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 1.52% | 3.04% | Q4 2015 | Q2 2021 | 2 |
ECLECTIC ASSOCIATES INC /ADV | 1 | 1 | 0.10% | 0.14% | 0.17% | Q1 2021 | Q4 2022 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
Compass Efficient Model Portfolios, LLC | 2 | 2 | 0.04% | 0.15% | 0.26% | Q3 2013 | Q4 2013 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2018 | Q3 2018 | 2 |
Bragg Financial Advisors, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Arbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2022 | 2 |
Vickerman Investment Advisors, Inc. | 2 | 2 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Noven Financial Group, Inc. | 2 | 2 | 9.86% | 10.06% | 10.26% | Q3 2015 | Q4 2015 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
PCA Investment Advisory Services Inc. | 2 | 2 | 0.12% | 0.14% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Concorde Asset Management, LLC | 1 | 1 | 0.13% | 0.32% | 0.50% | Q2 2020 | Q4 2020 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q2 2016 | 2 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.28% | 0.42% | 0.57% | Q2 2020 | Q4 2020 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2022 | Q1 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 2 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Castleview Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.07% | 0.13% | Q3 2021 | Q3 2022 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q1 2019 | 2 |
J Arnold Wealth Management Co | 1 | 1 | 0.02% | 0.40% | 0.78% | Q4 2019 | Q2 2020 | 2 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2019 | Q2 2019 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Cordasco Financial Network | 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% | Q3 2018 | Q3 2018 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
KEELEY ASSET MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
S.A. Mason LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PREMIER ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2023 | Q2 2023 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Resource Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2022 | Q2 2022 | 1 |
Ferris Capital, LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q2 2021 | Q2 2021 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 2.74% | 2.74% | 2.74% | Q4 2019 | Q4 2019 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2023 | Q3 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SOL Capital Management CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SigFig Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2019 | Q1 2019 | 1 |
Alliance Wealth Management Group | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RMR Wealth Builders | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2019 | Q1 2019 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
West Branch Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Towerpoint Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2018 | Q1 2018 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2018 | Q4 2018 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2020 | Q1 2020 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | 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.