Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 36 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 28 | 11 | 0.00% | 0.15% | 1.19% | Q4 2013 | Q3 2023 | 39 |
MORGAN STANLEY | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 38 |
STATE STREET CORP | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 36 |
AMERIPRISE FINANCIAL INC | 33 | 1 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q3 2023 | 35 |
1832 Asset Management L.P. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
LPL Financial LLC | 33 | 33 | 0.00% | 0.06% | 0.28% | Q3 2015 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 11 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q3 2023 | 31 |
First Heartland Consultants, Inc. | 30 | 30 | 0.04% | 0.85% | 6.78% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 27 | 3 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.01% | 0.12% | Q4 2013 | Q4 2019 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 0.02% | 0.13% | 0.43% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.01% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Boston Standard Wealth Management, LLC | 22 | 2 | 2.72% | 4.74% | 6.81% | Q4 2017 | Q4 2023 | 24 |
Avior Wealth Management, LLC | 23 | 23 | 0.01% | 0.06% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Moisand Fitzgerald Tamayo, LLC | 23 | 23 | 0.48% | 0.86% | 1.13% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CWM, LLC | 15 | 8 | 0.00% | 0.46% | 0.83% | Q4 2017 | Q3 2023 | 23 |
AlphaStar Capital Management, LLC | 23 | 23 | 0.04% | 3.84% | 31.05% | Q1 2018 | Q3 2023 | 23 |
Private Advisor Group, LLC | 16 | 7 | 0.01% | 0.17% | 0.71% | Q3 2016 | Q3 2023 | 23 |
SigFig Wealth Management, LLC | 23 | 23 | 0.16% | 0.49% | 2.10% | Q1 2018 | Q3 2023 | 23 |
SIGNET FINANCIAL MANAGEMENT, LLC | 23 | 23 | 0.02% | 2.11% | 4.92% | Q1 2018 | Q3 2023 | 23 |
Allen Capital Group, LLC | 20 | 3 | 0.06% | 2.16% | 4.94% | Q4 2017 | Q3 2023 | 23 |
HighTower Advisors, LLC | 15 | 8 | 0.02% | 0.08% | 0.24% | Q2 2016 | Q3 2023 | 23 |
WELLS FARGO & COMPANY/MN | 20 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 23 |
Successful Portfolios LLC | 22 | 22 | 0.46% | 0.63% | 0.88% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 15 | 7 | 0.01% | 0.04% | 0.18% | Q1 2016 | Q3 2023 | 22 |
AE Wealth Management LLC | 17 | 1 | 0.02% | 0.18% | 0.38% | Q4 2017 | Q3 2023 | 22 |
CAPE COD FIVE CENTS SAVINGS BANK | 22 | 22 | 3.04% | 4.39% | 5.38% | Q2 2018 | Q3 2023 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.01% | 0.90% | 8.06% | Q4 2017 | Q1 2023 | 22 |
BRIGHTON JONES LLC | 22 | 22 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Ausdal Financial Partners, Inc. | 21 | 21 | 0.06% | 0.25% | 0.54% | Q3 2018 | Q3 2023 | 21 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13 | 8 | 0.00% | 0.18% | 0.39% | Q2 2018 | Q3 2023 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 17 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
Mechanics Bank Trust Department | 21 | 21 | 0.08% | 0.30% | 0.86% | Q3 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 19 | 1 | 0.00% | 0.02% | 0.14% | Q1 2017 | Q3 2023 | 21 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Raab & Moskowitz Asset Management LLC | 21 | 21 | 0.00% | 0.58% | 1.23% | Q3 2018 | Q3 2023 | 21 |
Roundview Capital LLC | 21 | 21 | 0.09% | 0.66% | 1.52% | Q3 2018 | Q3 2023 | 21 |
Willow Creek Wealth Management Inc. | 21 | 21 | 0.54% | 3.78% | 5.59% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.17% | 0.50% | Q3 2018 | Q3 2023 | 21 |
Carnegie Capital Asset Management, LLC | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.08% | 0.58% | Q4 2017 | Q3 2022 | 20 |
S. R. Schill & Associates | 20 | 20 | 2.62% | 3.73% | 4.70% | Q4 2018 | Q3 2023 | 20 |
Eagle Ridge Investment Management | 20 | 20 | 0.05% | 0.17% | 0.46% | Q4 2018 | Q3 2023 | 20 |
NORTHWEST WEALTH MANAGEMENT, LLC | 20 | 20 | 0.04% | 0.24% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Mutual Advisors, LLC | 20 | 20 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Focused Wealth Management, Inc | 20 | 20 | 0.01% | 0.89% | 3.46% | Q4 2018 | Q3 2023 | 20 |
Brinker Capital Investments, LLC | 20 | 20 | 0.02% | 0.10% | 0.20% | Q4 2017 | Q3 2022 | 20 |
CreativeOne Wealth, LLC | 20 | 20 | 0.09% | 0.40% | 0.96% | Q4 2018 | Q3 2023 | 20 |
WISCONSIN CAPITAL MANAGEMENT LLC | 20 | 20 | 0.13% | 0.70% | 1.50% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Probity Advisors, Inc. | 9 | 2 | 0.07% | 0.10% | 0.14% | Q3 2018 | Q3 2023 | 19 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.03% | 0.14% | Q2 2016 | Q3 2023 | 19 |
JUNCTURE WEALTH STRATEGIES, LLC | 19 | 19 | 0.13% | 0.26% | 0.54% | Q1 2018 | Q3 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 19 |
FMR LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Stadion Money Management, LLC | 14 | 4 | 0.16% | 0.94% | 8.80% | Q1 2018 | Q4 2022 | 18 |
D.A. DAVIDSON & CO. | 18 | 18 | 0.00% | 0.09% | 0.19% | Q1 2019 | Q2 2023 | 18 |
WEALTHSOURCE PARTNERS, LLC | 13 | 5 | 0.04% | 0.12% | 0.19% | Q1 2018 | Q3 2023 | 18 |
TELEMUS CAPITAL, LLC | 18 | 18 | 1.41% | 2.25% | 3.09% | Q2 2019 | Q3 2023 | 18 |
ARGI Investment Services, LLC | 16 | 2 | 0.02% | 1.58% | 3.16% | Q2 2018 | Q4 2022 | 18 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 17 |
TOWNSQUARE CAPITAL LLC | 10 | 7 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 17 |
VISTA INVESTMENT MANAGEMENT | 17 | 17 | 0.18% | 0.45% | 0.90% | Q3 2018 | Q3 2022 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 17 |
C M BIDWELL & ASSOCIATES LTD | 16 | 1 | 0.06% | 0.30% | 0.75% | Q4 2017 | Q3 2023 | 17 |
Municipal Employees' Retirement System of Michigan | 16 | 16 | 1.62% | 8.37% | 14.66% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.00% | 0.09% | 0.28% | Q3 2018 | Q3 2023 | 16 |
Private Wealth Group, LLC | 16 | 16 | 0.76% | 11.28% | 39.94% | Q4 2019 | Q3 2023 | 16 |
SRS Capital Advisors, Inc. | 10 | 6 | 0.28% | 1.41% | 5.91% | Q3 2019 | Q3 2023 | 16 |
GeoWealth Management, LLC | 14 | 2 | 0.02% | 0.28% | 2.25% | Q3 2019 | Q3 2023 | 16 |
CITIGROUP INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
CX Institutional | 11 | 1 | 0.00% | 0.85% | 2.99% | Q4 2018 | Q3 2023 | 16 |
Aries Wealth Management | 11 | 5 | 0.67% | 4.98% | 8.64% | Q2 2019 | Q2 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 2.98% | 4.72% | 7.96% | Q4 2019 | Q3 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 3 | 0.00% | 0.35% | 1.68% | Q4 2018 | Q3 2023 | 16 |
AMJ Financial Wealth Management | 16 | 16 | 0.15% | 2.35% | 16.57% | Q4 2019 | Q3 2023 | 16 |
Belpointe Asset Management LLC | 10 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q1 2023 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 16 |
First Allied Advisory Services, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2020 | 16 |
Sowell Financial Services LLC | 10 | 1 | 0.02% | 0.07% | 0.46% | Q3 2018 | Q3 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 1.74% | 7.12% | 17.28% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 10 | 6 | 0.01% | 0.04% | 0.31% | Q1 2019 | Q3 2023 | 16 |
Nelson Capital Management, LLC | 16 | 16 | 0.23% | 4.90% | 10.24% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 8 | 4 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 16 |
Manning & Napier Group, LLC | 16 | 16 | 0.05% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.02% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
NICOLET ADVISORY SERVICES, LLC | 16 | 16 | 0.03% | 0.23% | 0.85% | Q1 2019 | Q4 2022 | 16 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Great Point Wealth Advisors, LLC | 15 | 15 | 0.10% | 3.08% | 12.63% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.08% | 0.19% | Q1 2020 | Q3 2023 | 15 |
SENTINEL PENSION ADVISORS INC | 15 | 15 | 0.40% | 4.37% | 9.14% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Gradient Investments LLC | 8 | 7 | 0.00% | 0.10% | 0.38% | Q2 2019 | Q3 2023 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.23% | 0.30% | 0.45% | Q1 2020 | Q3 2023 | 15 |
TPG Financial Advisors, LLC | 9 | 6 | 1.34% | 8.26% | 12.81% | Q4 2018 | Q3 2023 | 15 |
Integrated Advisors Network LLC | 15 | 15 | 0.03% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Winch Advisory Services, LLC | 11 | 4 | 0.01% | 0.11% | 0.21% | Q1 2019 | Q3 2023 | 15 |
TWO SIGMA SECURITIES, LLC | 11 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 14 |
Brookstone Capital Management | 10 | 1 | 0.02% | 0.87% | 1.64% | Q1 2019 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 9 | 1 | 0.02% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 14 |
Outlook Wealth Advisors, LLC | 14 | 14 | 0.09% | 0.22% | 0.89% | Q3 2019 | Q4 2022 | 14 |
Lido Advisors, LLC | 14 | 14 | 0.01% | 0.06% | 0.23% | Q2 2020 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 11 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2021 | 14 |
Cranbrook Wealth Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 14 | 14 | 0.38% | 0.52% | 0.94% | Q4 2018 | Q1 2022 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11 | 3 | 0.00% | 0.02% | 0.14% | Q1 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 8 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
EPG Wealth Management LLC | 5 | 3 | 0.01% | 0.19% | 0.60% | Q4 2019 | Q3 2023 | 13 |
HBW ADVISORY SERVICES LLC | 13 | 13 | 0.21% | 0.44% | 1.62% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.07% | 0.20% | Q2 2020 | Q3 2023 | 13 |
STIFEL FINANCIAL CORP | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 13 | 0.02% | 0.30% | 1.21% | Q1 2020 | Q1 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.00% | 0.17% | 0.46% | Q3 2020 | Q3 2023 | 13 |
BAILARD, INC. | 7 | 1 | 0.01% | 0.08% | 0.19% | Q1 2020 | Q3 2023 | 13 |
Tri-Star Advisors Inc. | 10 | 3 | 0.15% | 2.05% | 8.72% | Q2 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Monument Capital Management | 13 | 13 | 0.07% | 0.46% | 1.14% | Q2 2018 | Q2 2021 | 13 |
Financial Advocates Investment Management | 6 | 1 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 13 |
WHITTIER TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 13 |
ALTFEST L J & CO INC | 6 | 2 | 0.04% | 1.20% | 3.90% | Q1 2019 | Q3 2023 | 13 |
FIDUCIARY TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
INSIGHT 2811, INC. | 13 | 13 | 0.12% | 1.69% | 2.78% | Q4 2017 | Q4 2020 | 13 |
CAPTRUST FINANCIAL ADVISORS | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Advisory Alpha, LLC | 10 | 2 | 0.02% | 0.69% | 3.64% | Q2 2018 | Q2 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 12 |
Atria Investments, Inc | 5 | 2 | 0.02% | 0.06% | 0.20% | Q4 2016 | Q1 2023 | 12 |
Gerber Kawasaki Wealth & Investment Management | 12 | 12 | 0.04% | 0.22% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 12 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 12 |
Barrett Asset Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.81% | 1.71% | 2.26% | Q4 2020 | Q3 2023 | 12 |
Capstone Triton Financial Group, LLC | 12 | 12 | 0.41% | 0.60% | 1.69% | Q4 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 9 | 3 | 0.00% | 0.02% | 0.15% | Q3 2018 | Q3 2023 | 12 |
Portland Global Advisors LLC | 12 | 12 | 0.06% | 2.03% | 3.12% | Q4 2020 | Q3 2023 | 12 |
BALLAST ADVISORS LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Horan Securities, Inc. | 8 | 4 | 0.41% | 0.61% | 0.78% | Q3 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.07% | 0.20% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Bellecapital International Ltd. | 12 | 12 | 0.07% | 0.14% | 0.27% | Q2 2019 | Q1 2022 | 12 |
Simplicity Solutions, LLC | 6 | 1 | 0.02% | 0.11% | 0.31% | Q4 2017 | Q2 2023 | 12 |
Fullen Financial Group | 12 | 12 | 1.71% | 2.08% | 2.86% | Q2 2020 | Q1 2023 | 12 |
Westover Capital Advisors, LLC | 12 | 12 | 1.18% | 2.94% | 4.83% | Q4 2018 | Q3 2021 | 12 |
Equitable Holdings, Inc. | 9 | 3 | 0.01% | 0.05% | 0.15% | Q2 2020 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.21% | 0.27% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Barber Financial Group, Inc. | 11 | 11 | 0.80% | 1.38% | 2.60% | Q3 2020 | Q1 2023 | 11 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.01% | 1.16% | 1.41% | Q1 2020 | Q3 2023 | 11 |
JPMORGAN CHASE & CO | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 11 | 0.28% | 0.76% | 1.86% | Q1 2020 | Q3 2022 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 3 | 0.03% | 0.13% | 0.23% | Q3 2015 | Q3 2019 | 11 |
Financial Enhancement Group LLC | 11 | 11 | 0.00% | 0.62% | 3.49% | Q1 2020 | Q3 2022 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.08% | 1.02% | 2.61% | Q3 2018 | Q3 2023 | 11 |
Braun-Bostich & Associates Inc. | 11 | 11 | 0.10% | 0.50% | 1.63% | Q1 2018 | Q3 2020 | 11 |
Better Money Decisions, LLC | 11 | 11 | 6.78% | 9.08% | 11.54% | Q1 2021 | Q3 2023 | 11 |
Alexandria Capital, LLC | 11 | 11 | 0.04% | 1.31% | 1.99% | Q1 2019 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Truvestments Capital LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Cetera Investment Advisers | 7 | 4 | 0.00% | 0.05% | 0.23% | Q4 2020 | Q3 2023 | 11 |
Beaumont Financial Partners, LLC | 11 | 11 | 0.02% | 0.55% | 5.07% | Q1 2020 | Q3 2022 | 11 |
M. Kulyk & Associates, LLC | 11 | 11 | 0.08% | 11.48% | 25.40% | Q4 2020 | Q2 2023 | 11 |
Kingsview Wealth Management, LLC | 10 | 1 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q4 2022 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.16% | 0.96% | Q2 2019 | Q4 2021 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
RDA Financial Network | 11 | 11 | 0.14% | 0.30% | 0.47% | Q1 2019 | Q3 2021 | 11 |
Heartwood Wealth Advisors LLC | 11 | 11 | 0.03% | 0.24% | 1.98% | Q4 2019 | Q2 2022 | 11 |
Orion Portfolio Solutions, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2022 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 1.19% | 3.93% | Q1 2021 | Q3 2023 | 11 |
Meridian Wealth Management, LLC | 9 | 2 | 0.02% | 0.19% | 0.43% | Q2 2018 | Q2 2023 | 11 |
Moloney Securities Asset Management, LLC | 6 | 2 | 0.04% | 0.27% | 1.53% | Q3 2019 | Q3 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.00% | 0.11% | 0.35% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Investors Research Corp | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Merit Financial Group, LLC | 5 | 5 | 0.06% | 0.13% | 0.19% | Q3 2019 | Q3 2023 | 10 |
Detalus Advisors, LLC | 10 | 10 | 0.44% | 1.12% | 1.58% | Q1 2020 | Q2 2022 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 10 | 0.02% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.01% | 0.06% | 0.22% | Q4 2019 | Q1 2022 | 10 |
Brouwer & Janachowski, LLC | 10 | 10 | 0.41% | 3.77% | 5.27% | Q2 2018 | Q3 2020 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.28% | 0.50% | 0.64% | Q2 2021 | Q3 2023 | 10 |
Cerity Partners LLC | 6 | 4 | 0.00% | 0.09% | 0.37% | Q1 2021 | Q3 2023 | 10 |
Windsor Capital Management, LLC | 10 | 10 | 0.13% | 1.22% | 1.58% | Q1 2019 | Q2 2021 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 10 |
RFG Advisory, LLC | 5 | 5 | 0.07% | 0.12% | 0.20% | Q1 2019 | Q3 2023 | 10 |
Stearns Financial Services Group | 10 | 10 | 0.01% | 0.36% | 0.68% | Q2 2018 | Q3 2020 | 10 |
OneDigital Investment Advisors LLC | 6 | 2 | 0.01% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 10 |
Atlas Private Wealth Advisors | 10 | 10 | 0.04% | 0.63% | 3.56% | Q2 2020 | Q3 2022 | 10 |
Wealthquest Corp | 5 | 5 | 0.04% | 0.39% | 0.98% | Q4 2018 | Q2 2021 | 10 |
Aptus Capital Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 10 |
Clear Creek Financial Management, LLC | 6 | 4 | 0.10% | 1.84% | 3.25% | Q2 2019 | Q3 2023 | 10 |
Relative Value Partners Group, LLC | 10 | 10 | 0.45% | 1.49% | 3.09% | Q3 2018 | Q4 2020 | 10 |
First Affirmative Financial Network | 10 | 10 | 4.76% | 7.91% | 10.02% | Q3 2021 | Q4 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q3 2020 | 10 |
OPTIMUM INVESTMENT ADVISORS | 10 | 10 | 0.08% | 0.16% | 0.22% | Q3 2019 | Q4 2021 | 10 |
People's United Financial, Inc. | 10 | 10 | 0.01% | 0.08% | 0.10% | Q4 2019 | Q1 2022 | 10 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 8 | 2 | 2.73% | 3.29% | 4.72% | Q1 2021 | Q3 2023 | 10 |
Tower Wealth Partners, Inc. | 10 | 10 | 0.50% | 0.73% | 1.32% | Q4 2020 | Q1 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
LifeSteps Financial, Inc. | 10 | 10 | 2.00% | 5.98% | 7.79% | Q4 2019 | Q1 2022 | 10 |
Providence Capital Advisors, LLC | 9 | 1 | 0.00% | 0.29% | 0.68% | Q2 2020 | Q3 2023 | 10 |
Western Wealth Management, LLC | 7 | 3 | 0.01% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Aveo Capital Partners, LLC | 4 | 2 | 0.08% | 0.50% | 2.52% | Q2 2019 | Q3 2023 | 9 |
Steward Partners Investment Advisory, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
CWA Asset Management Group, LLC | 5 | 4 | 0.02% | 0.25% | 0.85% | Q1 2020 | Q4 2022 | 9 |
Chesley Taft & Associates LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 1.08% | 2.64% | Q2 2021 | Q3 2023 | 9 |
Creative Planning | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 1.02% | 2.81% | 6.84% | Q3 2021 | Q3 2023 | 9 |
First National Bank of Hutchinson | 9 | 9 | 0.18% | 1.76% | 4.42% | Q4 2019 | Q4 2021 | 9 |
Stonehearth Capital Management, LLC | 9 | 9 | 0.15% | 9.53% | 13.33% | Q4 2018 | Q4 2020 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.00% | 0.45% | 3.12% | Q4 2020 | Q4 2022 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Charles Schwab Investment Advisory, Inc. | 7 | 2 | 0.00% | 0.26% | 0.52% | Q2 2018 | Q1 2022 | 9 |
Titus Wealth Management | 9 | 9 | 0.11% | 0.22% | 0.38% | Q2 2020 | Q2 2022 | 9 |
Bridgeworth, LLC | 4 | 1 | 0.06% | 0.45% | 1.17% | Q2 2020 | Q3 2023 | 9 |
Accurate Wealth Management, LLC | 9 | 9 | 0.10% | 0.22% | 0.44% | Q3 2021 | Q3 2023 | 9 |
Bell Rock Capital LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2019 | 9 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.02% | 0.99% | 2.62% | Q4 2020 | Q4 2022 | 9 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.19% | 0.25% | 0.38% | Q1 2021 | Q3 2023 | 8 |
New Harbor Financial Group, LLC | 8 | 8 | 0.36% | 0.67% | 1.25% | Q4 2020 | Q3 2022 | 8 |
Laurel Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SkyOak Wealth, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q2 2022 | 8 |
MY Wealth Management Inc. | 8 | 8 | 1.40% | 2.57% | 6.28% | Q4 2021 | Q3 2023 | 8 |
abrdn plc | 8 | 8 | 0.02% | 0.05% | 0.11% | Q3 2021 | Q2 2023 | 8 |
Janney Montgomery Scott LLC | 6 | 2 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 8 |
IFG Advisory, LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 8 | 0.06% | 0.16% | 0.32% | Q2 2020 | Q1 2022 | 8 |
Stratos Wealth Advisors, LLC | 7 | 1 | 0.03% | 0.07% | 0.19% | Q1 2020 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 7 | 1 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q3 2021 | 8 |
Flagship Private Wealth, LLC | 5 | 3 | 0.02% | 0.17% | 0.32% | Q4 2020 | Q3 2023 | 8 |
Stratos Investment Management, LLC | 8 | 8 | 0.03% | 0.07% | 0.11% | Q1 2020 | Q4 2021 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MANAGED ACCOUNT SERVICES INC | 8 | 8 | 0.06% | 0.35% | 1.01% | Q1 2019 | Q4 2020 | 8 |
NewEdge Advisors, LLC | 7 | 1 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q1 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.07% | 0.66% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.43% | 0.49% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 0.10% | 0.37% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Spectrum Planning & Advisory Services Inc. | 8 | 8 | 0.55% | 5.97% | 7.55% | Q4 2020 | Q3 2022 | 8 |
FormulaFolio Investments, LLC | 8 | 8 | 0.04% | 0.50% | 1.25% | Q3 2019 | Q2 2021 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Capital Investment Advisory Services, LLC | 7 | 1 | 0.00% | 0.29% | 1.02% | Q4 2018 | Q2 2022 | 8 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.07% | 0.14% | 0.21% | Q3 2016 | Q3 2023 | 8 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 8 |
Mariner, LLC | 7 | 7 | 0.00% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Dakota Wealth Management | 4 | 3 | 0.05% | 0.55% | 1.13% | Q1 2020 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
First Trust Capital Management L.P. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
New England Investment & Retirement Group, Inc. | 6 | 1 | 0.09% | 0.12% | 0.15% | Q4 2018 | Q2 2021 | 7 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.49% | 0.78% | 1.22% | Q1 2022 | Q3 2023 | 7 |
Donoghue Forlines LLC | 6 | 1 | 1.23% | 2.23% | 4.88% | Q1 2021 | Q2 2023 | 7 |
Lucia Wealth Services, LLC | 7 | 7 | 0.70% | 1.20% | 1.64% | Q3 2018 | Q1 2020 | 7 |
BlackRock Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 7 |
DEUTSCHE BANK AG\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Prostatis Group LLC | 5 | 2 | 0.21% | 1.12% | 5.60% | Q1 2020 | Q4 2021 | 7 |
Soltis Investment Advisors LLC | 7 | 7 | 0.11% | 0.16% | 0.23% | Q1 2020 | Q3 2021 | 7 |
Bruderman Asset Management, LLC | 5 | 2 | 0.10% | 4.78% | 14.49% | Q1 2020 | Q4 2021 | 7 |
Vivaldi Capital Management LP | 7 | 7 | 1.21% | 2.08% | 3.39% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 2.84% | 4.79% | 8.02% | Q4 2019 | Q2 2021 | 7 |
Newbridge Financial Services Group, Inc. | 4 | 1 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 7 |
BLODGETT WEALTH ADVISORS, LLC | 7 | 7 | 0.47% | 0.60% | 0.69% | Q4 2021 | Q2 2023 | 7 |
Strategic Blueprint, LLC | 6 | 1 | 0.03% | 0.03% | 0.05% | Q3 2019 | Q2 2022 | 7 |
Tortoise Investment Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
REDW Wealth LLC | 7 | 7 | 0.10% | 0.31% | 0.54% | Q1 2022 | Q3 2023 | 7 |
INNEALTA CAPITAL, LLC | 7 | 7 | 0.33% | 0.77% | 1.32% | Q3 2021 | Q1 2023 | 7 |
Peterson Financial Group, Inc. | 7 | 7 | 0.21% | 0.28% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
Good Life Advisors, LLC | 5 | 2 | 0.15% | 0.20% | 0.23% | Q2 2021 | Q3 2023 | 7 |
Main Street Financial Solutions, LLC | 7 | 7 | 0.06% | 0.11% | 0.20% | Q4 2020 | Q2 2022 | 7 |
Simplicity Wealth,LLC | 4 | 3 | 0.34% | 2.65% | 8.61% | Q4 2021 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.07% | 0.23% | 0.41% | Q1 2022 | Q3 2023 | 7 |
DGS Capital Management, LLC | 6 | 6 | 3.26% | 3.80% | 4.71% | Q4 2021 | Q1 2023 | 6 |
Aurora Private Wealth, Inc. | 6 | 6 | 0.10% | 2.00% | 2.77% | Q1 2020 | Q2 2021 | 6 |
FirstPurpose Wealth LLC | 3 | 3 | 0.10% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 6 |
Sage Mountain Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Cardinal Strategic Wealth Guidance | 6 | 6 | 0.10% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 6 |
Frontier Wealth Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
STANSBERRY ASSET MANAGEMENT, LLC | 6 | 6 | 0.58% | 0.80% | 1.13% | Q2 2019 | Q3 2020 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.07% | 0.18% | Q2 2020 | Q3 2021 | 6 |
PFG Advisors | 3 | 3 | 0.02% | 0.12% | 0.36% | Q2 2019 | Q2 2023 | 6 |
JFS WEALTH ADVISORS, LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q4 2021 | 6 |
KCS Wealth Advisory | 6 | 6 | 0.10% | 0.58% | 1.98% | Q2 2022 | Q3 2023 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.06% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Brendel Financial Advisors LLC | 6 | 6 | 0.52% | 1.05% | 2.11% | Q2 2021 | Q3 2022 | 6 |
Graypoint LLC | 6 | 6 | 0.02% | 0.10% | 0.23% | Q3 2020 | Q4 2021 | 6 |
MFA WEALTH ADVISORS, LLC | 6 | 6 | 0.94% | 9.39% | 12.49% | Q2 2022 | Q3 2023 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.20% | 0.30% | 0.47% | Q4 2020 | Q1 2022 | 6 |
Financial Architects, Inc | 6 | 6 | 0.01% | 0.04% | 0.05% | Q3 2019 | Q4 2020 | 6 |
BOKF, NA | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 6 |
Paulson Wealth Management Inc. | 6 | 6 | 0.22% | 0.58% | 0.74% | Q4 2018 | Q1 2020 | 6 |
ALESCO ADVISORS LLC | 6 | 6 | 0.32% | 0.50% | 0.68% | Q4 2018 | Q1 2020 | 6 |
WRAPMANAGER INC | 5 | 1 | 0.51% | 0.68% | 0.74% | Q4 2018 | Q3 2023 | 6 |
Savior LLC | 4 | 1 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q3 2022 | 6 |
KWB Wealth | 6 | 6 | 0.22% | 0.28% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Eldridge Investment Advisors, Inc. | 3 | 1 | 0.12% | 0.62% | 1.47% | Q4 2019 | Q3 2023 | 6 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 6 |
JT Stratford LLC | 6 | 6 | 0.92% | 3.05% | 5.09% | Q2 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
Arlington Financial Advisors, LLC | 6 | 6 | 0.15% | 0.20% | 0.28% | Q1 2019 | Q2 2020 | 6 |
Vanguard Personalized Indexing Management, LLC | 4 | 1 | 0.02% | 0.07% | 0.25% | Q1 2020 | Q2 2022 | 6 |
Pinnacle Advisory Group, Inc. | 6 | 6 | 0.41% | 0.61% | 0.94% | Q4 2018 | Q1 2020 | 6 |
TrueWealth Advisors, LLC | 6 | 6 | 0.11% | 0.24% | 0.31% | Q4 2021 | Q1 2023 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.07% | 2.51% | 3.78% | Q2 2022 | Q3 2023 | 6 |
Marietta Wealth Management, LLC | 6 | 6 | 0.60% | 1.04% | 2.02% | Q4 2016 | Q1 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Ruggie Capital Group | 6 | 6 | 0.41% | 3.91% | 7.88% | Q2 2018 | Q3 2019 | 6 |
Tradewinds Capital Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
USA FINANCIAL FORMULAS | 6 | 6 | 0.00% | 0.29% | 0.86% | Q3 2019 | Q4 2020 | 6 |
CREDIT SUISSE AG/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 0.05% | 0.14% | 0.22% | Q4 2020 | Q4 2021 | 5 |
Wescott Financial Advisory Group, LLC | 5 | 5 | 1.59% | 2.10% | 2.58% | Q3 2022 | Q3 2023 | 5 |
Rinkey Investments | 5 | 5 | 1.26% | 2.42% | 4.02% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.15% | 0.56% | 0.99% | Q3 2021 | Q3 2022 | 5 |
McNaughton Wealth Management, LLC | 5 | 5 | 0.21% | 1.55% | 2.18% | Q4 2019 | Q4 2020 | 5 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Sequoia Financial Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q2 2021 | 5 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q3 2021 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Aspire Private Capital, LLC | 2 | 1 | 0.00% | 0.21% | 0.54% | Q2 2020 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.20% | 0.86% | Q1 2019 | Q3 2020 | 5 |
HRT FINANCIAL LP | 3 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 5 |
FWL INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.15% | 0.26% | Q3 2022 | Q3 2023 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Vestmark Advisory Solutions, Inc. | 3 | 2 | 0.06% | 0.17% | 0.28% | Q1 2022 | Q3 2023 | 5 |
Falcon Wealth Planning | 5 | 5 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q2 2023 | 5 |
SMI Advisory Services, LLC | 4 | 1 | 0.26% | 0.28% | 0.32% | Q2 2022 | Q3 2023 | 5 |
Golden Green, Inc. | 5 | 5 | 0.28% | 0.34% | 0.39% | Q3 2022 | Q3 2023 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Connective Portfolio Management, LLC | 5 | 5 | 1.84% | 2.83% | 5.25% | Q3 2022 | Q3 2023 | 5 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q1 2023 | 5 |
VisionPoint Advisory Group, LLC | 5 | 5 | 0.12% | 0.34% | 0.60% | Q3 2022 | Q3 2023 | 5 |
FINANCIAL CONSULATE, INC | 5 | 5 | 0.26% | 0.32% | 0.36% | Q1 2018 | Q1 2019 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 4 | 1 | 0.04% | 0.11% | 0.15% | Q2 2018 | Q3 2019 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q4 2022 | 5 |
GM Advisory Group, LLC | 5 | 5 | 3.90% | 5.54% | 6.43% | Q3 2022 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 5 |
Advocacy Wealth Management Services, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Hayden Royal, LLC | 2 | 1 | 0.20% | 0.22% | 0.24% | Q4 2019 | Q2 2021 | 5 |
1620 INVESTMENT ADVISORS, INC. | 5 | 5 | 0.52% | 1.50% | 1.97% | Q3 2022 | Q3 2023 | 5 |
Trilogy Capital Inc. | 5 | 5 | 0.32% | 0.49% | 0.57% | Q3 2022 | Q3 2023 | 5 |
PECAUT & CO. | 4 | 1 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 5 |
PRUDENTIAL FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.61% | 2.37% | Q3 2022 | Q3 2023 | 5 |
THEORY FINANCIAL LLC | 4 | 1 | 2.83% | 4.45% | 6.01% | Q2 2022 | Q3 2023 | 5 |
BEAM WEALTH ADVISORS, INC. | 5 | 5 | 0.20% | 0.23% | 0.24% | Q3 2020 | Q3 2021 | 5 |
Brio Consultants, LLC | 5 | 5 | 0.09% | 0.12% | 0.16% | Q4 2018 | Q4 2019 | 5 |
3EDGE Asset Management, LP | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 5 |
COWA, LLC | 5 | 5 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.54% | 0.61% | 0.74% | Q3 2022 | Q3 2023 | 5 |
Private Advisory Group LLC | 4 | 1 | 0.60% | 1.19% | 1.99% | Q4 2016 | Q1 2018 | 5 |
Redwood Investment Management, LLC | 5 | 5 | 1.35% | 2.48% | 5.34% | Q1 2020 | Q1 2021 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 4 | 4 | 0.76% | 3.11% | 6.05% | Q4 2021 | Q3 2022 | 4 |
Meridian Financial Partners LLC | 4 | 4 | 3.56% | 5.44% | 6.98% | Q4 2022 | Q3 2023 | 4 |
FORBES J M & CO LLP | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q4 2020 | 4 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 4 |
Squar Milner Financial Services LLC | 4 | 4 | 0.03% | 0.60% | 1.22% | Q3 2019 | Q2 2020 | 4 |
WJ Wealth Management, LLC | 3 | 1 | 1.22% | 1.81% | 3.54% | Q2 2020 | Q3 2023 | 4 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.21% | 0.79% | Q4 2018 | Q4 2019 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.02% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Tilson Financial Group, Inc. | 4 | 4 | 11.27% | 14.71% | 23.96% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 1.79% | 2.07% | 2.61% | Q4 2022 | Q3 2023 | 4 |
RIDGECREST WEALTH PARTNERS, LLC | 4 | 4 | 0.29% | 0.39% | 0.57% | Q1 2021 | Q4 2021 | 4 |
Vise Technologies, Inc. | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 4 |
Csenge Advisory Group | 4 | 4 | 0.53% | 0.96% | 1.24% | Q2 2021 | Q1 2022 | 4 |
BKS ADVISORS, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2018 | Q1 2019 | 4 |
FIFTH THIRD BANCORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.16% | 2.37% | 6.65% | Q1 2021 | Q3 2023 | 4 |
Clear Perspective Advisors, LLC | 4 | 4 | 0.31% | 4.61% | 6.48% | Q1 2020 | Q4 2020 | 4 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
StrategIQ Financial Group, LLC | 4 | 4 | 0.39% | 0.59% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kohmann Bosshard Financial Services, LLC | 4 | 4 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Treasure Coast Financial Planning | 4 | 4 | 0.16% | 3.58% | 6.70% | Q4 2022 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Evensky & Katz LLC | 4 | 4 | 0.02% | 0.10% | 0.24% | Q4 2022 | Q3 2023 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2016 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.86% | 1.57% | 2.25% | Q4 2019 | Q3 2020 | 4 |
Model Capital Management LLC | 4 | 4 | 82.96% | 84.25% | 84.70% | Q2 2021 | Q1 2022 | 4 |
STUDIO INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.06% | 1.03% | 1.98% | Q1 2022 | Q4 2022 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 2.79% | 2.99% | 3.23% | Q4 2021 | Q3 2022 | 4 |
ACUTE INVESTMENT ADVISORY, LLC | 4 | 4 | 0.42% | 0.90% | 1.60% | Q4 2021 | Q3 2022 | 4 |
Concord Wealth Partners | 4 | 4 | 0.01% | 0.31% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Wealth Advisors of Iowa, LLC | 4 | 4 | 0.40% | 9.03% | 25.16% | Q1 2022 | Q4 2022 | 4 |
CNB Bank | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
ETF Portfolio Partners, Inc. | 4 | 4 | 0.77% | 0.88% | 0.98% | Q2 2022 | Q1 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Occidental Asset Management, LLC | 3 | 1 | 0.14% | 0.19% | 0.23% | Q2 2018 | Q3 2019 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 1.00% | 1.21% | 1.37% | Q4 2022 | Q3 2023 | 4 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 4 |
Money Design Co.,Ltd. | 4 | 4 | 0.07% | 0.22% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Lowe Wealth Advisors, LLC | 4 | 4 | 0.25% | 1.76% | 3.32% | Q1 2023 | Q4 2023 | 4 |
Coulter & Justus Financial Services, LLC | 4 | 4 | 0.92% | 7.01% | 9.98% | Q4 2022 | Q3 2023 | 4 |
Glovista Investments LLC | 4 | 4 | 0.28% | 1.85% | 3.72% | Q1 2020 | Q4 2020 | 4 |
CONGRESS ASSET MANAGEMENT CO /MA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
SIMPLEX TRADING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Regal Investment Advisors LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Richard Bernstein Advisors LLC | 3 | 3 | 2.42% | 2.44% | 2.45% | Q1 2023 | Q3 2023 | 3 |
Pasadena Private Wealth, LLC | 2 | 1 | 0.31% | 0.41% | 0.55% | Q1 2020 | Q1 2023 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.07% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q2 2017 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.07% | 0.12% | 0.20% | Q4 2022 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.07% | 0.10% | Q3 2017 | Q1 2019 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q4 2020 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 3 | 3.03% | 3.24% | 3.51% | Q1 2023 | Q3 2023 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 1 | 0.06% | 0.38% | 1.01% | Q1 2020 | Q3 2022 | 3 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 3 |
Prosperity Wealth Management, Inc. | 3 | 3 | 0.15% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Lumbard & Kellner, LLC | 2 | 1 | 0.02% | 0.15% | 0.36% | Q4 2020 | Q4 2021 | 3 |
Van Hulzen Asset Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2020 | 3 |
Morton Brown Family Wealth, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.59% | 0.62% | 0.67% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Alliance, LLC | 3 | 3 | 0.26% | 0.32% | 0.37% | Q2 2020 | Q4 2020 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 15.33% | 17.00% | 18.06% | Q4 2022 | Q2 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.13% | 0.70% | 1.30% | Q2 2021 | Q2 2022 | 3 |
Tower Research Capital LLC (TRC) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Marshall Financial Group LLC | 3 | 3 | 0.11% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Canal Capital Management, LLC | 3 | 3 | 0.04% | 0.29% | 0.43% | Q1 2023 | Q3 2023 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 0.51% | 0.55% | 0.60% | Q1 2023 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.11% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.02% | 0.09% | 0.23% | Q2 2020 | Q4 2020 | 3 |
Key FInancial Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Summit Financial, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q1 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.26% | 0.75% | Q3 2022 | Q3 2023 | 3 |
Matisse Capital | 3 | 3 | 0.16% | 0.29% | 0.40% | Q3 2021 | Q1 2022 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Capitol Family Office, Inc. | 3 | 3 | 21.46% | 28.19% | 36.90% | Q1 2022 | Q3 2022 | 3 |
AdvicePeriod, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q1 2020 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 3 |
Mayfair Advisory Group, LLC | 3 | 3 | 0.58% | 0.72% | 0.84% | Q1 2023 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 3 |
O'Dell Group, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 1.09% | 1.39% | 1.98% | Q1 2020 | Q3 2020 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q1 2019 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.04% | 0.07% | 0.13% | Q1 2021 | Q3 2021 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
PATRON PARTNERS, LLC | 3 | 3 | 0.33% | 0.35% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Hedeker Wealth, LLC | 3 | 3 | 0.97% | 1.09% | 1.21% | Q2 2021 | Q4 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.04% | 0.10% | 0.14% | Q4 2022 | Q2 2023 | 3 |
HEADINVEST, LLC | 2 | 1 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
McElhenny Sheffield Capital Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 3 |
Bluesphere Advisors, LLC | 3 | 3 | 1.39% | 1.61% | 1.77% | Q4 2022 | Q2 2023 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BINGHAM OSBORN & SCARBOROUGH LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2021 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Selway Asset Management | 3 | 3 | 0.49% | 1.52% | 2.22% | Q3 2022 | Q1 2023 | 3 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 3 |
Astor Investment Management LLC | 3 | 3 | 0.00% | 3.29% | 5.64% | Q2 2020 | Q4 2020 | 3 |
BAINCO INTERNATIONAL INVESTORS | 3 | 3 | 0.34% | 0.42% | 0.46% | Q2 2020 | Q4 2020 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 1.18% | 1.56% | 1.85% | Q2 2020 | Q4 2020 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.81% | 1.05% | 1.45% | Q1 2023 | Q3 2023 | 3 |
Santori & Peters, Inc. | 3 | 3 | 0.24% | 0.57% | 0.84% | Q2 2021 | Q4 2021 | 3 |
WealthOne, LLC | 2 | 1 | 0.01% | 0.13% | 0.20% | Q4 2018 | Q3 2021 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.18% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Hikari Power Ltd | 3 | 3 | 1.17% | 1.24% | 1.34% | Q3 2019 | Q1 2020 | 3 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Physician Wealth Advisors, Inc. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2019 | Q4 2019 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 0.19% | 0.23% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.05% | 0.10% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.21% | 0.23% | 0.26% | Q2 2020 | Q3 2020 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Resource Planning Group | 1 | 1 | 0.16% | 0.31% | 0.47% | Q4 2021 | Q3 2022 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Crane Advisory, LLC | 2 | 2 | 10.04% | 10.38% | 10.72% | Q1 2023 | Q2 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 1.23% | 2.46% | Q2 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SFG Wealth Management, LLC. | 1 | 1 | 0.18% | 1.65% | 3.12% | Q1 2022 | Q3 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.51% | 0.82% | 1.13% | Q1 2019 | Q2 2020 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
St. James Investment Company, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Legacy Wealth Planning, LLC | 2 | 2 | 3.46% | 3.67% | 3.88% | Q2 2020 | Q3 2020 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 2 | 2 | 0.05% | 0.24% | 0.44% | Q3 2021 | Q4 2021 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q2 2021 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.07% | 0.16% | 0.25% | Q4 2019 | Q1 2020 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.01% | 0.51% | 1.01% | Q1 2020 | Q2 2020 | 2 |
Peterson Wealth Advisors, LLC | 2 | 2 | 1.30% | 2.24% | 3.17% | Q4 2017 | Q1 2018 | 2 |
Hobart Private Capital, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Waterloo Capital, L.P. | 1 | 1 | 0.12% | 0.26% | 0.41% | Q1 2020 | Q2 2023 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.07% | 1.49% | 2.90% | Q2 2023 | Q3 2023 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2015 | Q3 2015 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 3.30% | 3.34% | 3.38% | Q3 2019 | Q4 2019 | 2 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Rockwood Wealth Management, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Tidal Investments LLC | 1 | 1 | 0.26% | 0.37% | 0.47% | Q4 2022 | Q3 2023 | 2 |
Family Management Corp | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.01% | 0.13% | 0.26% | Q2 2022 | Q3 2022 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q1 2022 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
Everhart Financial Group, Inc. | 2 | 2 | 3.87% | 4.07% | 4.28% | Q4 2022 | Q1 2023 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
KEYSTONE WEALTH PARTNERS | 2 | 2 | 0.19% | 0.48% | 0.78% | Q4 2020 | Q1 2021 | 2 |
Strategic Investment Advisors / MI | 2 | 2 | 0.70% | 0.89% | 1.07% | Q2 2020 | Q3 2020 | 2 |
FIFTH THIRD SECURITIES, INC. | 2 | 2 | 0.84% | 1.37% | 1.90% | Q4 2021 | Q1 2022 | 2 |
BURNEY CO/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2022 | Q4 2022 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q4 2022 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2022 | Q3 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 6.27% | 6.27% | 6.27% | Q3 2021 | Q3 2021 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 2.05% | 2.05% | 2.05% | Q1 2020 | Q1 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Keystone Financial Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 6.41% | 6.41% | 6.41% | Q1 2020 | Q1 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2023 | Q3 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Weatherstone Capital Management | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2018 | Q4 2018 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2022 | Q2 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 8.76% | 8.76% | 8.76% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2022 | Q4 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Starfox Financial Services, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2023 | Q1 2023 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2021 | Q4 2021 | 1 |
Betterment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Buttonwood Financial Group, LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2023 | Q1 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TMD Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WASHINGTON CAPITAL MANAGEMENT, INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2018 | Q1 2018 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clarity Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Trust Bank, Ltd. | 1 | 1 | 66.15% | 66.15% | 66.15% | Q3 2023 | Q3 2023 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q3 2020 | Q3 2020 | 1 |
Firsthand Capital Management, Inc. | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2016 | Q3 2016 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2020 | Q4 2020 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2021 | Q1 2021 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 11.19% | 11.19% | 11.19% | Q1 2020 | Q1 2020 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 2.66% | 2.66% | 2.66% | Q3 2023 | Q3 2023 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BCGM Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
LOWERY THOMAS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q3 2019 | Q3 2019 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
CGN Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2023 | Q1 2023 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2020 | Q1 2020 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
TSFG, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Advisor OS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Menard Financial Group LLC | 1 | 1 | 13.24% | 13.24% | 13.24% | Q1 2020 | Q1 2020 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.