Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Freedom Investment Management, Inc. | 43 | 43 | 0.02% | 0.41% | 1.59% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.04% | 0.12% | 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 |
CONDOR CAPITAL MANAGEMENT | 42 | 42 | 0.04% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Avior Wealth Management, LLC | 39 | 39 | 0.00% | 0.29% | 0.72% | Q1 2014 | Q3 2023 | 39 |
ROYAL BANK OF CANADA | 35 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 38 |
AMERIPRISE FINANCIAL INC | 25 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
CITIGROUP INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
Tradewinds Capital Management, LLC | 21 | 16 | 0.00% | 1.33% | 5.82% | Q4 2013 | Q3 2023 | 37 |
Burt Wealth Advisors | 36 | 36 | 0.10% | 0.38% | 1.75% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Manchester Capital Management LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Courage Miller Partners, LLC | 36 | 36 | 0.50% | 0.68% | 1.80% | Q4 2014 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Krilogy Financial LLC | 33 | 33 | 0.08% | 2.50% | 8.46% | Q3 2015 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 33 | 0.00% | 0.04% | 0.58% | Q3 2015 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 33 | 33 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 33 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 32 | 32 | 0.10% | 0.24% | 0.45% | Q4 2015 | Q3 2023 | 32 |
GHP Investment Advisors, Inc. | 32 | 32 | 0.11% | 0.89% | 1.32% | Q4 2015 | Q3 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.79% | 1.46% | 2.37% | Q4 2015 | Q3 2023 | 32 |
HighTower Advisors, LLC | 26 | 6 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 32 |
FAS Wealth Partners, Inc. | 32 | 32 | 0.20% | 3.34% | 6.05% | Q4 2015 | Q3 2023 | 32 |
Schneider Downs Wealth Management Advisors, LP | 19 | 12 | 0.05% | 0.72% | 2.54% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.05% | 0.15% | Q4 2015 | Q3 2023 | 31 |
COLONY GROUP LLC | 28 | 1 | 0.01% | 0.03% | 0.24% | Q4 2014 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 19 | 11 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 30 |
Pure Financial Advisors, LLC | 22 | 7 | 0.04% | 0.19% | 0.59% | Q1 2016 | Q4 2023 | 29 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.04% | 0.22% | Q4 2015 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 28 | 1 | 0.00% | 0.05% | 0.16% | Q2 2016 | Q3 2023 | 29 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.10% | 0.24% | 0.56% | Q4 2016 | Q3 2023 | 28 |
McAdam, LLC | 28 | 28 | 1.32% | 2.80% | 3.73% | Q4 2016 | Q3 2023 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.02% | 0.11% | 0.53% | Q1 2017 | Q4 2023 | 28 |
ALESCO ADVISORS LLC | 28 | 28 | 0.03% | 0.79% | 1.71% | Q4 2016 | Q3 2023 | 28 |
JOHNSON INVESTMENT COUNSEL INC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 27 | 27 | 0.01% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 27 |
FIRST NATIONAL TRUST CO | 27 | 27 | 0.15% | 0.72% | 1.44% | Q1 2017 | Q3 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 27 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 26 | 26 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2023 | 26 |
AXA S.A. | 26 | 26 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.05% | 0.11% | Q3 2013 | Q4 2019 | 26 |
Diligent Investors, LLC | 25 | 25 | 0.20% | 1.62% | 2.35% | Q3 2017 | Q3 2023 | 25 |
Financial Engines Advisors L.L.C. | 25 | 25 | 0.00% | 1.34% | 6.66% | Q3 2017 | Q3 2023 | 25 |
STALEY CAPITAL ADVISERS INC | 14 | 11 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 25 |
BlackRock Inc. | 13 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 25 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.09% | 1.70% | 4.56% | Q4 2017 | Q3 2023 | 24 |
Windsor Wealth Management, Inc. | 24 | 24 | 0.57% | 0.89% | 1.58% | Q4 2017 | Q3 2023 | 24 |
Broadview Financial Management, LLC | 24 | 24 | 0.39% | 0.56% | 0.80% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.07% | 0.15% | 0.36% | Q4 2017 | Q3 2023 | 24 |
Mariner, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Private Advisor Group, LLC | 14 | 1 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
US BANCORP \DE\ | 13 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
WRAPMANAGER INC | 23 | 23 | 0.18% | 0.25% | 0.34% | Q1 2018 | Q3 2023 | 23 |
BANK OF MONTREAL /CAN/ | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Kingsview Wealth Management, LLC | 16 | 6 | 0.06% | 0.30% | 0.61% | Q1 2018 | Q3 2023 | 22 |
JNBA Financial Advisors | 20 | 1 | 0.02% | 1.54% | 2.71% | Q2 2018 | Q3 2023 | 21 |
CWM, LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 1.15% | 1.98% | 3.41% | Q4 2018 | Q4 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Occidental Asset Management, LLC | 21 | 21 | 0.27% | 0.32% | 0.40% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Princeton Global Asset Management LLC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Carnegie Capital Asset Management, LLC | 10 | 1 | 0.03% | 0.10% | 0.24% | Q2 2013 | Q4 2020 | 20 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 20 | 20 | 0.08% | 0.16% | 0.21% | Q3 2016 | Q2 2021 | 20 |
ERn Financial, LLC | 20 | 20 | 1.89% | 2.62% | 3.50% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.09% | 0.66% | Q1 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.02% | 0.95% | 1.48% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.13% | 0.59% | 2.63% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 1.46% | 2.92% | 4.49% | Q4 2018 | Q3 2023 | 20 |
SAGE FINANCIAL GROUP INC | 20 | 20 | 0.14% | 0.48% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.58% | 0.89% | 1.31% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.86% | 1.46% | 3.12% | Q4 2018 | Q3 2023 | 20 |
Acorn Wealth Advisors, LLC | 12 | 2 | 0.17% | 0.21% | 0.31% | Q4 2017 | Q3 2023 | 20 |
Creative Planning | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.19% | Q4 2017 | Q3 2022 | 20 |
Centerpoint Advisors, LLC | 20 | 20 | 0.12% | 1.19% | 3.95% | Q4 2018 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 20 |
Omega Financial Group, LLC | 20 | 20 | 0.55% | 1.27% | 2.04% | Q4 2018 | Q3 2023 | 20 |
Wealthcare Advisory Partners LLC | 19 | 19 | 0.03% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Capital Advisory Group Advisory Services, LLC | 13 | 1 | 0.00% | 0.05% | 0.23% | Q3 2018 | Q3 2023 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Gladstone Institutional Advisory LLC | 19 | 19 | 0.26% | 0.73% | 1.49% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Klingman & Associates, LLC | 19 | 19 | 0.05% | 1.63% | 2.19% | Q1 2019 | Q3 2023 | 19 |
Lutz Financial Services LLC | 19 | 19 | 0.05% | 3.10% | 4.40% | Q1 2019 | Q3 2023 | 19 |
Veritable, L.P. | 19 | 19 | 0.05% | 0.11% | 0.21% | Q4 2018 | Q2 2023 | 19 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
JUNCTURE WEALTH STRATEGIES, LLC | 15 | 3 | 0.60% | 1.20% | 2.22% | Q2 2019 | Q4 2023 | 18 |
Parkside Financial Bank & Trust | 17 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2023 | 18 |
Prime Capital Investment Advisors, LLC | 18 | 18 | 0.01% | 0.17% | 1.37% | Q2 2019 | Q3 2023 | 18 |
BROWN ADVISORY INC | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
NorthRock Partners, LLC | 18 | 18 | 0.08% | 4.28% | 5.71% | Q2 2019 | Q3 2023 | 18 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.01% | 0.10% | 0.27% | Q4 2017 | Q3 2023 | 18 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 18 |
Foresight Wealth Management, LLC | 17 | 17 | 0.05% | 1.64% | 5.49% | Q4 2018 | Q4 2022 | 17 |
JPMORGAN CHASE & CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2017 | 17 |
NEXT Financial Group, Inc | 11 | 6 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q4 2021 | 17 |
LexAurum Advisors, LLC | 17 | 17 | 0.10% | 0.14% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Clarus Wealth Advisors | 13 | 4 | 1.12% | 2.81% | 5.06% | Q1 2019 | Q2 2023 | 17 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 1 | 0.17% | 0.75% | 2.54% | Q4 2018 | Q3 2023 | 17 |
REILLY FINANCIAL ADVISORS, LLC | 17 | 17 | 0.09% | 0.13% | 0.17% | Q4 2017 | Q4 2021 | 17 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 16 |
HBK Sorce Advisory LLC | 15 | 1 | 0.03% | 0.05% | 0.12% | Q4 2015 | Q4 2019 | 16 |
Provident Wealth Management, LLC | 16 | 16 | 0.00% | 0.16% | 1.39% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.01% | 0.11% | 0.85% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 1.02% | 1.39% | 1.91% | Q4 2019 | Q4 2023 | 16 |
Vantage Investment Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2018 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.03% | 0.34% | Q3 2018 | Q2 2022 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.36% | 0.65% | 1.49% | Q4 2019 | Q3 2023 | 16 |
Harborview Advisors, LLC | 16 | 16 | 2.55% | 3.49% | 4.51% | Q4 2017 | Q3 2021 | 16 |
Measured Wealth Private Client Group, LLC | 16 | 16 | 0.44% | 0.65% | 1.07% | Q4 2019 | Q3 2023 | 16 |
SRS Capital Advisors, Inc. | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 16 |
Merriman Wealth Management, LLC | 15 | 1 | 0.03% | 0.90% | 1.74% | Q4 2018 | Q4 2022 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.03% | 0.25% | Q2 2016 | Q4 2019 | 15 |
Arbor Wealth Management, LLC | 15 | 15 | 0.07% | 0.19% | 0.29% | Q4 2015 | Q2 2019 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.37% | 0.47% | 0.64% | Q1 2018 | Q2 2023 | 15 |
Allworth Financial LP | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 15 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 14 | 1 | 0.03% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 15 |
Cooper Financial Group | 15 | 15 | 0.08% | 0.52% | 1.18% | Q4 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.15% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 2.83% | 4.09% | 5.03% | Q4 2019 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 15 | 0.04% | 0.10% | 0.64% | Q1 2020 | Q3 2023 | 15 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.08% | 0.29% | 0.64% | Q1 2020 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
Visionary Wealth Advisors | 15 | 15 | 0.05% | 0.20% | 0.74% | Q1 2020 | Q3 2023 | 15 |
SOL Capital Management CO | 15 | 15 | 0.08% | 0.12% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q1 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
IAG Wealth Partners, LLC | 15 | 15 | 1.05% | 1.24% | 1.52% | Q1 2020 | Q3 2023 | 15 |
ARQ WEALTH ADVISORS, LLC | 15 | 15 | 0.43% | 2.12% | 2.94% | Q1 2020 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
B. Riley Wealth Advisors, Inc. | 8 | 1 | 0.01% | 0.07% | 0.22% | Q3 2013 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Cetera Advisors LLC | 9 | 1 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 9 | 1 | 0.01% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Laidlaw Wealth Management LLC | 13 | 1 | 0.04% | 0.39% | 1.17% | Q4 2019 | Q2 2023 | 14 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 13 | 1 | 0.01% | 0.24% | 0.48% | Q3 2018 | Q1 2022 | 14 |
BENJAMIN EDWARDS INC | 14 | 14 | 0.11% | 0.53% | 1.03% | Q2 2020 | Q3 2023 | 14 |
Moloney Securities Asset Management, LLC | 12 | 2 | 0.06% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 14 | 14 | 0.04% | 0.56% | 1.92% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.47% | 1.54% | 3.20% | Q2 2020 | Q3 2023 | 14 |
Clark Capital Management Group, Inc. | 14 | 14 | 0.05% | 0.38% | 1.71% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
First Pacific Financial | 13 | 13 | 8.73% | 10.98% | 13.54% | Q3 2020 | Q3 2023 | 13 |
PFG Advisors | 10 | 3 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 13 |
TIAA, FSB | 13 | 13 | 0.07% | 0.09% | 0.14% | Q2 2020 | Q2 2023 | 13 |
Voya Financial Advisors, Inc. | 9 | 1 | 0.02% | 0.09% | 0.15% | Q1 2015 | Q1 2022 | 13 |
M&T BANK CORP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
Baltimore-Washington Financial Advisors, Inc. | 12 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2023 | 13 |
Financial Management Professionals, Inc. | 10 | 1 | 0.00% | 3.02% | 24.05% | Q1 2015 | Q3 2023 | 13 |
Salomon & Ludwin, LLC | 9 | 3 | 0.01% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 12 |
Chicago Partners Investment Group LLC | 11 | 1 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 12 |
ASSETMARK, INC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Fusion Family Wealth LLC | 12 | 12 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.21% | 0.26% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.03% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.00% | 0.06% | 0.08% | Q3 2018 | Q3 2023 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q4 2022 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 1.64% | 1.75% | 1.88% | Q4 2020 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 5 | 1 | 0.00% | 0.53% | 1.88% | Q4 2019 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 0.96% | 1.14% | 1.25% | Q2 2020 | Q1 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.26% | 0.78% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.15% | 0.20% | 0.23% | Q4 2020 | Q3 2023 | 12 |
ROCKY MOUNTAIN ADVISERS, LLC | 12 | 12 | 0.05% | 0.09% | 0.11% | Q3 2017 | Q2 2020 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.08% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.27% | 0.35% | 0.47% | Q4 2020 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 1.50% | 3.18% | 3.99% | Q4 2020 | Q3 2023 | 12 |
Advisory Alpha, LLC | 7 | 1 | 0.00% | 1.62% | 5.10% | Q1 2017 | Q3 2020 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.36% | 0.53% | 0.74% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.97% | 1.13% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Global Trust Asset Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Koshinski Asset Management, Inc. | 11 | 11 | 0.36% | 0.40% | 0.52% | Q1 2021 | Q3 2023 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.59% | 0.84% | 1.24% | Q1 2021 | Q3 2023 | 11 |
Capital Investment Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
KANALY TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
QUADRANT CAPITAL GROUP LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 11 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 10 |
ACAS, LLC | 6 | 4 | 0.69% | 0.81% | 0.89% | Q1 2021 | Q3 2023 | 10 |
COURIER CAPITAL LLC | 10 | 10 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Atria Investments, Inc | 5 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 10 |
Bartlett & Co. LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.89% | 1.37% | 1.70% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 7 | 3 | 0.02% | 0.07% | 0.20% | Q4 2020 | Q2 2023 | 10 |
Sigma Planning Corp | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Parallel Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 10 |
CAPITAL WEALTH MANAGEMENT, LLC | 10 | 10 | 1.28% | 1.83% | 2.42% | Q2 2021 | Q3 2023 | 10 |
Valmark Advisers, Inc. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 10 |
Cardan Capital Partners, LLC | 10 | 10 | 0.63% | 1.44% | 2.05% | Q4 2018 | Q1 2021 | 10 |
Keystone Financial Group | 8 | 2 | 0.04% | 0.27% | 1.12% | Q1 2021 | Q3 2023 | 10 |
MCF Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
Selective Wealth Management, Inc. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
AE Wealth Management LLC | 5 | 1 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 10 |
STRINGER ASSET MANAGEMENT, LLC | 5 | 1 | 1.34% | 6.55% | 11.75% | Q3 2015 | Q4 2021 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.04% | 0.13% | 0.36% | Q3 2018 | Q3 2022 | 9 |
D. SCOTT NEAL, INC. | 9 | 9 | 1.03% | 1.85% | 6.00% | Q3 2021 | Q3 2023 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
PARK AVENUE SECURITIES LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.08% | Q2 2017 | Q1 2022 | 9 |
Tiller Private Wealth, Inc. | 9 | 9 | 0.22% | 0.26% | 0.28% | Q1 2018 | Q1 2020 | 9 |
MATRIX PRIVATE CAPITAL GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Csenge Advisory Group | 7 | 2 | 0.02% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 9 |
Pinnacle Bancorp, Inc. | 7 | 2 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 9 |
EPG Wealth Management LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.01% | 0.10% | 0.32% | Q1 2015 | Q1 2017 | 9 |
PRUDENTIAL FINANCIAL INC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q2 2022 | 9 |
First Horizon Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 9 |
361 CAPITAL LLC | 9 | 9 | 0.06% | 0.08% | 0.13% | Q2 2018 | Q2 2020 | 9 |
Opes Advisors Inc | 9 | 9 | 0.49% | 1.68% | 2.53% | Q4 2016 | Q4 2018 | 9 |
Executive Wealth Management, LLC | 4 | 1 | 0.00% | 0.29% | 0.77% | Q4 2018 | Q3 2022 | 9 |
DUNCKER STREETT & CO INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Paulson Wealth Management Inc. | 9 | 9 | 0.23% | 0.72% | 1.21% | Q4 2017 | Q4 2019 | 9 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.69% | 0.75% | 0.80% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.44% | 0.50% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.31% | 0.42% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Sharkey, Howes & Javer | 8 | 8 | 0.01% | 0.07% | 0.18% | Q1 2015 | Q4 2016 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Joseph Group Capital Management | 8 | 8 | 0.31% | 0.48% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
ROCKLAND TRUST CO | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2022 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 3 | 1 | 0.00% | 0.08% | 0.15% | Q3 2018 | Q1 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Kozak & Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Avant Capital LLC | 8 | 8 | 0.37% | 0.42% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Family Advisors, LLC | 6 | 2 | 0.12% | 0.93% | 2.00% | Q4 2016 | Q2 2023 | 8 |
CENTRAL TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.04% | 0.12% | 0.24% | Q4 2021 | Q3 2023 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 1.24% | 1.94% | 2.20% | Q4 2021 | Q3 2023 | 8 |
AlphaStar Capital Management, LLC | 5 | 1 | 0.10% | 0.58% | 1.34% | Q2 2017 | Q4 2019 | 8 |
IMC-Chicago, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 1.73% | 1.97% | 2.10% | Q4 2021 | Q3 2023 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2023 | 8 |
MFA WEALTH ADVISORS, LLC | 7 | 1 | 0.26% | 8.49% | 12.38% | Q4 2017 | Q4 2019 | 8 |
MGO ONE SEVEN LLC | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Commonwealth Equity Services, Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.06% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
LTG Capital LLC | 8 | 8 | 0.94% | 1.37% | 3.63% | Q4 2021 | Q3 2023 | 8 |
Canal Capital Management, LLC | 7 | 7 | 0.26% | 0.27% | 0.30% | Q1 2017 | Q3 2018 | 7 |
Smithfield Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.03% | 0.14% | Q3 2019 | Q4 2022 | 7 |
BAILARD, INC. | 7 | 7 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
WIPFLI FINANCIAL ADVISORS LLC, | 6 | 1 | 0.00% | 0.07% | 0.18% | Q4 2020 | Q3 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.11% | 0.16% | 0.26% | Q4 2021 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Cassaday & Co Inc. | 6 | 1 | 0.01% | 0.98% | 1.58% | Q4 2018 | Q1 2021 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.76% | 0.88% | 0.98% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 7 |
MOTIVE WEALTH ADVISORS | 7 | 7 | 0.20% | 0.25% | 0.30% | Q2 2021 | Q4 2022 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 1.41% | 2.12% | 2.45% | Q1 2022 | Q3 2023 | 7 |
Dorsey & Whitney Trust CO LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Transform Wealth, LLC | 4 | 3 | 0.57% | 0.75% | 0.99% | Q2 2016 | Q1 2018 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.09% | 0.22% | Q2 2020 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 1.54% | 1.77% | 1.94% | Q2 2020 | Q4 2021 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.08% | 1.06% | 1.50% | Q2 2022 | Q3 2023 | 7 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
NTV ASSET MANAGEMENT LLC | 6 | 6 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Virtue Capital Management, LLC | 2 | 1 | 0.00% | 0.08% | 0.15% | Q4 2017 | Q1 2023 | 6 |
HFG Advisors, Inc. | 6 | 6 | 0.76% | 0.82% | 0.91% | Q2 2022 | Q3 2023 | 6 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2017 | 6 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.07% | 0.35% | Q1 2017 | Q4 2022 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2021 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
One Capital Management, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q3 2014 | Q3 2019 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
Key FInancial Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Gerber Kawasaki Wealth & Investment Management | 4 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
EP Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.12% | 0.25% | Q4 2013 | Q1 2023 | 6 |
JONES FINANCIAL COMPANIES LLLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 1 | 0.17% | 0.26% | 0.37% | Q3 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Jackson Creek Investment Advisors LLC | 6 | 6 | 0.11% | 0.13% | 0.15% | Q3 2020 | Q4 2021 | 6 |
BALDWIN BROTHERS LLC/MA | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2023 | 6 |
Tower View Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 6 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
FirstPurpose Wealth LLC | 5 | 5 | 0.16% | 0.18% | 0.19% | Q3 2022 | Q3 2023 | 5 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
F3Logic, LLC | 3 | 1 | 0.09% | 0.52% | 1.18% | Q1 2018 | Q1 2022 | 5 |
10-15 ASSOCIATES, INC. | 5 | 5 | 0.05% | 0.05% | 0.07% | Q3 2017 | Q3 2018 | 5 |
INSPIRION WEALTH ADVISORS, LLC | 5 | 5 | 0.05% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Opes Wealth Management LLC | 5 | 5 | 0.34% | 0.76% | 0.99% | Q1 2019 | Q1 2020 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Apeiron RIA LLC | 4 | 1 | 0.11% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 5 |
TSFG, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Clear Perspective Advisors, LLC | 3 | 2 | 0.03% | 0.07% | 0.09% | Q2 2019 | Q4 2021 | 5 |
Allegis Investment Advisors, LLC | 3 | 2 | 0.12% | 1.71% | 4.47% | Q4 2016 | Q1 2018 | 5 |
PHH Investments, Ltd. | 5 | 5 | 0.27% | 0.30% | 0.32% | Q4 2018 | Q4 2019 | 5 |
BREITER CAPITAL MANAGEMENT INC | 4 | 1 | 0.33% | 0.41% | 0.47% | Q4 2017 | Q1 2019 | 5 |
ProVise Management Group, LLC | 2 | 1 | 0.02% | 0.23% | 0.51% | Q3 2013 | Q3 2023 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Founders Capital Management | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 5 |
Goodwin Investment Advisory | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
CORRADO ADVISORS, LLC | 5 | 5 | 0.18% | 0.31% | 0.41% | Q4 2016 | Q4 2017 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 5 | 5 | 1.24% | 1.67% | 2.82% | Q4 2018 | Q4 2019 | 5 |
SMITH, MOORE & CO. | 3 | 1 | 0.01% | 0.06% | 0.10% | Q1 2018 | Q2 2022 | 5 |
Redhawk Wealth Advisors, Inc. | 5 | 5 | 1.35% | 1.84% | 2.42% | Q3 2018 | Q3 2019 | 5 |
JD Financial Services Inc. | 5 | 5 | 0.21% | 0.25% | 0.30% | Q4 2020 | Q4 2021 | 5 |
Mirador Capital Partners LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Carnick & Kubik, LLC | 2 | 2 | 0.32% | 1.01% | 2.64% | Q4 2013 | Q4 2014 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.34% | 0.88% | 1.42% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.47% | 0.70% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.10% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q1 2020 | 4 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q1 2023 | 4 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 4 |
OAK HARBOR WEALTH PARTNERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 0.03% | 0.39% | 0.87% | Q2 2021 | Q1 2022 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.07% | 0.13% | Q3 2019 | Q3 2021 | 4 |
WJ Wealth Management, LLC | 4 | 4 | 0.12% | 0.67% | 1.19% | Q1 2021 | Q4 2021 | 4 |
Weaver Consulting Group | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.43% | 0.44% | 0.45% | Q4 2022 | Q3 2023 | 4 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 4 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.07% | 0.18% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 4 |
StoneX Group Inc. | 3 | 1 | 0.03% | 0.14% | 0.43% | Q2 2017 | Q4 2021 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.88% | 3.48% | Q4 2016 | Q3 2017 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.67% | 0.96% | 1.27% | Q4 2021 | Q3 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.12% | 0.15% | Q3 2020 | Q2 2021 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.97% | 1.11% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Bill Few Associates, Inc. | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Montz Harcus Wealth Management LLC | 4 | 4 | 0.76% | 0.79% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Centennial Wealth Advisory LLC | 2 | 1 | 0.12% | 1.04% | 2.03% | Q4 2020 | Q4 2022 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.38% | 0.43% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2018 | Q3 2019 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Evensky & Katz LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Scarborough Advisors, LLC | 3 | 1 | 0.06% | 1.70% | 3.43% | Q4 2021 | Q4 2022 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.40% | 0.47% | 0.60% | Q4 2022 | Q3 2023 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q2 2022 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.43% | 1.48% | Q2 2015 | Q1 2023 | 4 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.08% | 0.14% | Q1 2021 | Q2 2022 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 2.22% | 2.37% | 2.52% | Q4 2022 | Q3 2023 | 4 |
LVZ, Inc. | 4 | 4 | 0.09% | 0.10% | 0.13% | Q1 2018 | Q4 2018 | 4 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.85% | 1.57% | 2.35% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 3.48% | 3.67% | 3.78% | Q1 2023 | Q3 2023 | 3 |
SWMG, LLC | 3 | 3 | 0.91% | 1.04% | 1.12% | Q4 2022 | Q2 2023 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SigFig Wealth Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q4 2022 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Parcion Private Wealth LLC | 3 | 3 | 0.11% | 0.48% | 0.76% | Q1 2022 | Q3 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q4 2018 | 3 |
Harrison & Co Wealth Management, LLC | 2 | 1 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q4 2022 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
VANCE WEALTH, INC. | 3 | 3 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q2 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.45% | 0.47% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.50% | 0.66% | 0.96% | Q1 2023 | Q3 2023 | 3 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.06% | 2.29% | 3.93% | Q3 2019 | Q2 2021 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.13% | 0.25% | 0.36% | Q1 2016 | Q3 2016 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Slow Capital, Inc. | 3 | 3 | 0.20% | 0.22% | 0.23% | Q2 2021 | Q4 2021 | 3 |
Concorde Asset Management, LLC | 1 | 1 | 0.12% | 0.18% | 0.24% | Q4 2020 | Q4 2022 | 3 |
Michael S. Ryan, Inc. | 3 | 3 | 9.52% | 10.01% | 10.36% | Q2 2023 | Q4 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.83% | 0.96% | 1.06% | Q4 2019 | Q2 2020 | 3 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q1 2019 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 3 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.30% | 0.34% | 0.39% | Q1 2021 | Q2 2022 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q4 2023 | 3 |
Stephens Consulting, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 3 |
BerganKDV Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
tru Independence LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q1 2021 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 4.09% | 4.24% | 4.40% | Q1 2019 | Q2 2019 | 2 |
Advisor OS, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.12% | 0.68% | 1.24% | Q4 2020 | Q1 2022 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Minot Wealth Management LLC | 2 | 2 | 1.57% | 2.03% | 2.49% | Q1 2022 | Q2 2022 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
VALICENTI ADVISORY SERVICES INC | 2 | 2 | 0.84% | 0.87% | 0.90% | Q1 2018 | Q2 2018 | 2 |
CHANNEL WEALTH LLC | 2 | 2 | 0.64% | 0.64% | 0.64% | Q1 2023 | Q2 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 2 |
McNaughton Wealth Management, LLC | 2 | 2 | 0.40% | 0.70% | 1.00% | Q4 2019 | Q1 2020 | 2 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q4 2022 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Foster Victor Wealth Advisors, LLC | 2 | 2 | 0.22% | 0.26% | 0.29% | Q4 2018 | Q1 2019 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 2 |
Human Investing LLC | 1 | 1 | 0.05% | 0.18% | 0.31% | Q4 2021 | Q2 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 2 | 2 | 1.97% | 2.03% | 2.10% | Q3 2022 | Q4 2022 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.46% | 0.60% | 0.74% | Q3 2017 | Q1 2018 | 2 |
Aurora Private Wealth, Inc. | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q3 2017 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Cavalier Investments, LLC | 2 | 2 | 1.01% | 1.06% | 1.11% | Q4 2020 | Q1 2021 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
BMS Financial Advisors, LLC | 1 | 1 | 2.20% | 3.06% | 3.93% | Q1 2022 | Q2 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
NorthCrest Asset Manangement, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Vickerman Investment Advisors, Inc. | 2 | 2 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.01% | 0.10% | 0.20% | Q4 2019 | Q1 2021 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
SFI Advisors, LLC | 2 | 2 | 0.14% | 0.29% | 0.44% | Q4 2021 | Q1 2022 | 2 |
J Arnold Wealth Management Co | 1 | 1 | 0.02% | 0.39% | 0.76% | Q4 2019 | Q2 2020 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q1 2017 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Continuum Advisory, LLC | 1 | 1 | 0.06% | 0.10% | 0.15% | Q2 2021 | Q4 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.31% | 0.32% | 0.34% | Q4 2022 | Q1 2023 | 2 |
VitalStone Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Adams Wealth Management | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2019 | Q4 2019 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cerity Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
S. R. Schill & Associates | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Claremont Financial Group, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2022 | Q2 2022 | 1 |
CMC Financial Group | 1 | 1 | 11.42% | 11.42% | 11.42% | Q1 2022 | Q1 2022 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alliance Wealth Management Group | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2015 | Q4 2015 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q4 2022 | Q4 2022 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
Riverwater Partners LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q4 2021 | Q4 2021 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2019 | Q1 2019 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
RMR Wealth Builders | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2020 | Q3 2020 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 3.45% | 3.45% | 3.45% | Q3 2023 | Q3 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
WorthPointe, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 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 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
B.O.S.S. Retirement Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2014 | Q3 2014 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Ferris Capital, LLC | 1 | 1 | 2.79% | 2.79% | 2.79% | Q2 2021 | Q2 2021 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 3.70% | 3.70% | 3.70% | Q4 2019 | Q4 2019 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Aries Wealth Management | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2017 | Q1 2017 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 5.28% | 5.28% | 5.28% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Surevest, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Family Capital Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wealth CMT | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2022 | Q4 2022 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2022 | Q1 2022 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Edmonds Duncan Registered Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Somerset Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2023 | Q4 2023 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2019 | Q4 2019 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 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.