Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Private Advisor Group, LLC | 31 | 31 | 0.00% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
CITIGROUP INC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
UBS Group AG | 31 | 31 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 31 | 31 | 0.00% | 0.00% | 0.05% | Q1 2016 | Q3 2023 | 31 |
FRANKLIN RESOURCES INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Capital Advisors, Ltd. LLC | 31 | 31 | 0.03% | 0.06% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Creative Planning | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
MORGAN STANLEY | 31 | 31 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
US BANCORP \DE\ | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 31 | 31 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 31 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Eagle Ridge Investment Management | 31 | 31 | 0.16% | 0.64% | 1.38% | Q1 2016 | Q3 2023 | 31 |
FIRST TRUST ADVISORS LP | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
ASSETMARK, INC | 31 | 31 | 0.07% | 0.23% | 0.45% | Q1 2016 | Q3 2023 | 31 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
FMR LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
WHITTIER TRUST CO OF NEVADA INC | 31 | 31 | 0.01% | 0.10% | 0.27% | Q1 2016 | Q3 2023 | 31 |
Charles Schwab Investment Advisory, Inc. | 31 | 31 | 0.00% | 0.45% | 1.63% | Q1 2016 | Q3 2023 | 31 |
Tortoise Investment Management, LLC | 31 | 31 | 0.11% | 0.26% | 0.72% | Q1 2016 | Q3 2023 | 31 |
ST GERMAIN D J CO INC | 28 | 3 | 0.00% | 0.10% | 0.16% | Q1 2016 | Q4 2023 | 31 |
WELLS FARGO & COMPANY/MN | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
WealthTrust Axiom LLC | 31 | 31 | 0.08% | 0.10% | 0.14% | Q1 2016 | Q3 2023 | 31 |
BAILARD, INC. | 31 | 31 | 0.03% | 1.23% | 3.37% | Q1 2016 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 31 | 31 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
HighTower Advisors, LLC | 31 | 31 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Betterment LLC | 31 | 31 | 0.27% | 1.16% | 2.26% | Q1 2016 | Q3 2023 | 31 |
WHITTIER TRUST CO | 31 | 31 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 31 |
ALESCO ADVISORS LLC | 31 | 31 | 0.03% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 31 |
SYNOVUS FINANCIAL CORP | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
First Horizon Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
LPL Financial LLC | 31 | 31 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 31 | 31 | 0.02% | 0.05% | 0.22% | Q1 2016 | Q3 2023 | 31 |
CULLEN/FROST BANKERS, INC. | 31 | 31 | 0.04% | 0.19% | 0.39% | Q1 2016 | Q3 2023 | 31 |
Fisher Asset Management, LLC | 31 | 31 | 0.10% | 0.24% | 0.46% | Q1 2016 | Q3 2023 | 31 |
FIFTH THIRD BANCORP | 26 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 30 |
Valmark Advisers, Inc. | 30 | 30 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q2 2023 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.14% | 2.03% | 8.75% | Q2 2016 | Q3 2023 | 30 |
DAVENPORT & Co LLC | 30 | 30 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q2 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.23% | 0.43% | 0.74% | Q1 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.01% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 30 |
Smithfield Trust Co | 30 | 30 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q2 2023 | 30 |
Sequoia Financial Advisors, LLC | 29 | 29 | 0.02% | 0.21% | 1.65% | Q3 2016 | Q3 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
BANK OF MONTREAL /CAN/ | 20 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 29 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 16 | 4 | 0.17% | 1.23% | 3.94% | Q1 2016 | Q3 2023 | 29 |
CWM, LLC | 16 | 5 | 0.00% | 0.05% | 0.74% | Q1 2016 | Q3 2023 | 29 |
COMERICA BANK | 28 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 29 |
ClearBridge Investments | 29 | 29 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 29 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 29 |
Baker Avenue Asset Management, LP | 25 | 4 | 0.00% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 29 |
Horan Securities, Inc. | 22 | 7 | 0.08% | 1.20% | 3.30% | Q1 2016 | Q2 2023 | 29 |
Advisory Services Network, LLC | 26 | 3 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q2 2023 | 29 |
Gradient Investments LLC | 26 | 2 | 0.01% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.03% | 0.12% | 0.77% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Financial Engines Advisors L.L.C. | 28 | 28 | 0.05% | 1.03% | 7.16% | Q4 2016 | Q3 2023 | 28 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 28 | 28 | 0.03% | 0.34% | 0.77% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 28 |
McAdam, LLC | 28 | 28 | 0.54% | 1.33% | 1.84% | Q4 2016 | Q3 2023 | 28 |
DELTA ASSET MANAGEMENT LLC/TN | 24 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.04% | 0.11% | 0.20% | Q1 2016 | Q3 2022 | 27 |
PATTON ALBERTSON MILLER GROUP, LLC | 27 | 27 | 0.07% | 0.34% | 0.82% | Q1 2016 | Q3 2022 | 27 |
Cetera Advisor Networks LLC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Crestwood Advisors Group, LLC | 27 | 27 | 0.09% | 0.38% | 1.24% | Q1 2017 | Q3 2023 | 27 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 22 | 5 | 0.01% | 0.80% | 4.35% | Q1 2016 | Q4 2022 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 26 |
CAPTRUST FINANCIAL ADVISORS | 12 | 4 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2023 | 26 |
Exchange Capital Management, Inc. | 26 | 26 | 0.05% | 0.23% | 0.57% | Q2 2017 | Q3 2023 | 26 |
Alliance Wealth Management Group | 26 | 26 | 2.07% | 3.09% | 4.28% | Q1 2017 | Q2 2023 | 26 |
Cordasco Financial Network | 26 | 26 | 0.10% | 0.19% | 0.52% | Q1 2016 | Q2 2022 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.12% | 1.05% | 1.91% | Q4 2016 | Q3 2023 | 26 |
Brinker Capital Investments, LLC | 25 | 25 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q1 2022 | 25 |
1834 INVESTMENT ADVISORS CO | 24 | 1 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q2 2022 | 25 |
Norway Savings Bank | 25 | 25 | 0.02% | 0.08% | 0.12% | Q4 2016 | Q4 2022 | 25 |
Diligent Investors, LLC | 25 | 25 | 0.10% | 0.19% | 0.30% | Q3 2017 | Q3 2023 | 25 |
Versant Capital Management, Inc | 24 | 24 | 0.02% | 0.48% | 1.75% | Q1 2018 | Q4 2023 | 24 |
AFT, FORSYTH & COMPANY, INC. | 24 | 24 | 0.37% | 0.60% | 0.88% | Q4 2017 | Q3 2023 | 24 |
RWA WEALTH PARTNERS, LLC | 24 | 24 | 0.04% | 0.26% | 1.47% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Capital Analysts, LLC | 20 | 1 | 0.00% | 0.03% | 0.20% | Q2 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.09% | 0.45% | Q4 2017 | Q3 2023 | 24 |
HBK Sorce Advisory LLC | 22 | 1 | 0.05% | 0.39% | 1.18% | Q4 2016 | Q3 2023 | 24 |
New Potomac Partners, LLC | 24 | 24 | 0.18% | 1.66% | 2.52% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.01% | 0.20% | 0.67% | Q4 2017 | Q3 2023 | 24 |
Transamerica Financial Advisors, Inc. | 16 | 1 | 0.00% | 0.25% | 1.67% | Q1 2016 | Q3 2023 | 24 |
RITHOLTZ WEALTH MANAGEMENT | 23 | 1 | 0.03% | 2.98% | 4.85% | Q4 2016 | Q4 2022 | 24 |
Founders Capital Management | 13 | 11 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q2 2023 | 24 |
SAGE FINANCIAL GROUP INC | 20 | 1 | 0.06% | 0.66% | 1.26% | Q4 2016 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 10 | 6 | 0.01% | 0.06% | 1.01% | Q2 2017 | Q3 2023 | 23 |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 23 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 17 | 1 | 0.01% | 0.50% | 1.48% | Q1 2016 | Q4 2022 | 23 |
GenTrust, LLC | 21 | 2 | 0.03% | 0.35% | 1.06% | Q4 2016 | Q1 2023 | 23 |
NWAM LLC | 13 | 10 | 0.02% | 0.12% | 0.20% | Q4 2016 | Q2 2023 | 23 |
BSW Wealth Partners | 19 | 4 | 0.06% | 1.52% | 2.64% | Q1 2016 | Q1 2022 | 23 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
BLAIR WILLIAM & CO/IL | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 22 |
Taylor Hoffman Wealth Management | 18 | 4 | 0.10% | 0.15% | 0.23% | Q4 2017 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.03% | 0.15% | 0.62% | Q4 2017 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 16 | 6 | 0.00% | 0.08% | 0.32% | Q4 2016 | Q3 2023 | 22 |
First Heartland Consultants, Inc. | 22 | 22 | 0.10% | 0.22% | 0.36% | Q1 2016 | Q2 2021 | 22 |
CX Institutional | 22 | 22 | 0.35% | 1.31% | 1.85% | Q2 2018 | Q3 2023 | 22 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 9 | 4 | 0.04% | 0.10% | 0.18% | Q2 2017 | Q3 2023 | 22 |
Towercrest Capital Management | 22 | 22 | 1.20% | 1.89% | 2.55% | Q2 2018 | Q3 2023 | 22 |
Blume Capital Management, Inc. | 21 | 21 | 0.01% | 0.04% | 0.05% | Q2 2016 | Q2 2021 | 21 |
SADOFF INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.17% | 0.25% | 0.34% | Q3 2017 | Q3 2022 | 21 |
Diversified Trust Co | 21 | 21 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q1 2021 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
Community Bank, N.A. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2021 | 21 |
C-J Advisory, Inc. | 21 | 21 | 0.37% | 0.60% | 0.89% | Q3 2016 | Q3 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
BBVA USA Bancshares, Inc. | 21 | 21 | 0.03% | 0.11% | 0.22% | Q1 2016 | Q1 2021 | 21 |
Hanson & Doremus Investment Management | 7 | 1 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 20 |
JFS WEALTH ADVISORS, LLC | 20 | 20 | 0.16% | 1.07% | 2.82% | Q4 2018 | Q3 2023 | 20 |
Beaumont Financial Partners, LLC | 15 | 5 | 0.04% | 0.24% | 1.56% | Q4 2016 | Q3 2022 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 1.00% | 2.31% | 4.10% | Q4 2018 | Q3 2023 | 20 |
Paulson Wealth Management Inc. | 20 | 20 | 0.13% | 0.70% | 1.19% | Q4 2017 | Q3 2022 | 20 |
Cetera Advisors LLC | 11 | 1 | 0.01% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.07% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 16 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 20 |
One Capital Management, LLC | 20 | 20 | 0.17% | 0.52% | 1.60% | Q4 2018 | Q3 2023 | 20 |
Barrett Asset Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.20% | 0.59% | 0.86% | Q4 2018 | Q3 2023 | 20 |
Evensky & Katz LLC | 19 | 19 | 0.04% | 0.14% | 0.26% | Q1 2019 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q4 2021 | 19 |
Lenox Wealth Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q1 2022 | 19 |
First Allied Advisory Services, Inc. | 19 | 19 | 0.03% | 0.05% | 0.13% | Q1 2016 | Q3 2020 | 19 |
HM PAYSON & CO | 11 | 8 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q4 2020 | 19 |
American Portfolios Advisors | 17 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 19 |
Westover Capital Advisors, LLC | 19 | 19 | 0.26% | 0.47% | 0.76% | Q3 2017 | Q1 2022 | 19 |
Curbstone Financial Management Corp | 19 | 19 | 0.13% | 0.22% | 0.34% | Q1 2018 | Q3 2022 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.11% | 0.85% | 2.04% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Successful Portfolios LLC | 19 | 19 | 0.12% | 0.21% | 0.32% | Q4 2017 | Q2 2022 | 19 |
ALPHA WINDWARD LLC | 19 | 19 | 0.96% | 1.16% | 1.50% | Q1 2016 | Q3 2020 | 19 |
NewEdge Advisors, LLC | 16 | 3 | 0.00% | 0.01% | 0.08% | Q1 2018 | Q2 2023 | 19 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 18 |
Ancora Advisors LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 18 |
Parkside Investments, LLC | 15 | 3 | 0.12% | 0.44% | 1.02% | Q2 2017 | Q2 2022 | 18 |
JUNCTURE WEALTH STRATEGIES, LLC | 9 | 4 | 0.10% | 0.24% | 0.45% | Q1 2018 | Q4 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q1 2022 | 18 |
Apollon Wealth Management, LLC | 18 | 18 | 0.01% | 0.59% | 1.80% | Q4 2018 | Q1 2023 | 18 |
FORVIS Wealth Advisors, LLC | 11 | 1 | 0.03% | 0.10% | 0.27% | Q1 2016 | Q3 2023 | 18 |
StrategIQ Financial Group, LLC | 17 | 17 | 0.05% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Invst, LLC | 13 | 4 | 0.43% | 0.87% | 2.43% | Q2 2017 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 17 | 17 | 0.02% | 0.07% | 0.19% | Q3 2019 | Q3 2023 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Vista Private Wealth Partners. LLC | 14 | 3 | 0.10% | 0.34% | 1.11% | Q3 2017 | Q4 2021 | 17 |
Dynamic Advisor Solutions LLC | 14 | 3 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 17 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
MISSION WEALTH MANAGEMENT, LP | 16 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 17 |
Burt Wealth Advisors | 16 | 16 | 0.03% | 0.23% | 0.44% | Q2 2018 | Q1 2022 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.02% | 0.02% | 0.05% | Q1 2016 | Q4 2019 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SENTINEL PENSION ADVISORS INC | 16 | 16 | 0.06% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 16 |
FMA ADVISORY INC | 15 | 1 | 0.47% | 0.66% | 0.88% | Q1 2017 | Q1 2021 | 16 |
Pacific Edge Advisors, LLC | 16 | 16 | 1.24% | 2.15% | 4.44% | Q4 2017 | Q3 2021 | 16 |
Wealthspire Advisors, LLC | 15 | 1 | 0.00% | 0.10% | 0.19% | Q4 2018 | Q3 2023 | 16 |
Paragon Capital Management Ltd | 8 | 1 | 0.02% | 0.16% | 0.26% | Q2 2016 | Q4 2021 | 16 |
FIRST NATIONAL CORP /MA/ /ADV | 16 | 16 | 0.15% | 0.74% | 6.09% | Q4 2019 | Q3 2023 | 16 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 16 |
PETERSON WEALTH MANAGEMENT | 16 | 16 | 0.30% | 0.50% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Moors & Cabot, Inc. | 9 | 3 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 16 |
Dorsey & Whitney Trust CO LLC | 9 | 7 | 0.02% | 0.10% | 0.15% | Q1 2017 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.02% | 0.23% | 0.41% | Q4 2018 | Q3 2022 | 16 |
SEI INVESTMENTS CO | 12 | 2 | 0.00% | 0.01% | 0.12% | Q2 2016 | Q3 2022 | 16 |
Clear Perspective Advisors, LLC | 14 | 2 | 0.10% | 0.98% | 1.34% | Q4 2016 | Q4 2020 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
COLONY GROUP LLC | 16 | 16 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
NewSquare Capital LLC | 8 | 4 | 0.00% | 1.58% | 7.57% | Q1 2016 | Q4 2022 | 16 |
KEYBANK NATIONAL ASSOCIATION/OH | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.11% | 0.22% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Merriman Wealth Management, LLC | 13 | 1 | 0.05% | 0.17% | 0.53% | Q4 2016 | Q4 2021 | 16 |
Financial Architects, Inc | 15 | 15 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2020 | 15 |
Old Port Advisors | 14 | 1 | 0.07% | 0.14% | 0.20% | Q2 2018 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 1.19% | 1.40% | 1.68% | Q4 2019 | Q3 2023 | 15 |
ROPES WEALTH ADVISORS LLC | 14 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2020 | 15 |
SNS Financial Group, LLC | 14 | 1 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2022 | 15 |
SUNTRUST BANKS INC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q3 2019 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.01% | 0.05% | 0.48% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q4 2019 | 15 |
JAMES INVESTMENT RESEARCH INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 15 |
Leisure Capital Management | 14 | 1 | 0.11% | 0.26% | 1.20% | Q4 2016 | Q1 2022 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2019 | 15 |
Qube Research & Technologies Ltd | 12 | 3 | 0.00% | 0.22% | 1.44% | Q4 2019 | Q3 2023 | 15 |
BB&T SECURITIES, LLC | 15 | 15 | 0.01% | 0.05% | 0.11% | Q1 2016 | Q3 2019 | 15 |
Syntal Capital Partners, LLC | 9 | 5 | 0.08% | 0.42% | 0.73% | Q1 2016 | Q3 2019 | 14 |
HARVEST CAPITAL MANAGEMENT INC | 14 | 14 | 0.10% | 0.21% | 0.48% | Q1 2016 | Q2 2019 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Arden Trust Co | 14 | 14 | 0.00% | 0.25% | 0.50% | Q1 2020 | Q2 2023 | 14 |
Stratos Wealth Advisors, LLC | 9 | 5 | 0.03% | 0.16% | 0.28% | Q4 2018 | Q3 2023 | 14 |
Evercore Wealth Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 14 |
Cornerstone Wealth Group, LLC | 14 | 14 | 0.21% | 0.35% | 0.48% | Q2 2020 | Q3 2023 | 14 |
Dakota Wealth Management | 13 | 1 | 0.01% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 14 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.03% | 0.42% | 1.22% | Q3 2016 | Q3 2023 | 14 |
Realta Investment Advisors | 8 | 2 | 0.01% | 0.06% | 0.13% | Q1 2019 | Q3 2023 | 14 |
Mariner, LLC | 12 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Omega Financial Group, LLC | 8 | 1 | 0.09% | 0.63% | 1.40% | Q4 2018 | Q3 2023 | 14 |
VALICENTI ADVISORY SERVICES INC | 14 | 14 | 0.08% | 0.31% | 0.58% | Q3 2016 | Q4 2019 | 14 |
Blue Chip Partners, LLC | 13 | 1 | 0.03% | 0.08% | 0.13% | Q2 2018 | Q4 2021 | 14 |
Johnson Financial Group, LLC | 7 | 1 | 0.07% | 0.37% | 2.42% | Q4 2018 | Q3 2023 | 14 |
Bison Wealth, LLC | 11 | 2 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 13 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 13 |
Pictet North America Advisors SA | 13 | 13 | 0.04% | 0.05% | 0.08% | Q1 2016 | Q1 2019 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
BANQUE PICTET & CIE SA | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 13 |
JFG Wealth Management, LLC | 9 | 1 | 0.07% | 0.81% | 5.62% | Q4 2018 | Q3 2023 | 13 |
TD Capital Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
AE Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FSA Wealth Management LLC | 13 | 13 | 0.32% | 2.33% | 3.63% | Q4 2019 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 13 |
Prestige Wealth Management Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Inscription Capital, LLC | 13 | 13 | 0.03% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 13 |
Glenview Trust Co | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 13 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
LVW Advisors, LLC | 12 | 12 | 0.08% | 0.15% | 0.55% | Q2 2016 | Q1 2019 | 12 |
Bartlett & Co. LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 12 |
ONE Advisory Partners, LLC | 12 | 12 | 0.44% | 1.90% | 3.94% | Q3 2020 | Q2 2023 | 12 |
OARSMAN CAPITAL, INC. | 8 | 2 | 0.09% | 0.10% | 0.12% | Q3 2019 | Q1 2023 | 12 |
UMB Bank, n.a. | 10 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2022 | 12 |
BROWN BROTHERS HARRIMAN & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
EPG Wealth Management LLC | 10 | 2 | 0.08% | 0.22% | 0.62% | Q1 2020 | Q3 2023 | 12 |
Patten Group, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 12 |
Advisor OS, LLC | 11 | 1 | 0.16% | 0.46% | 0.78% | Q2 2020 | Q3 2023 | 12 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 12 |
Parallax Volatility Advisers, L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 0.12% | 0.22% | 0.36% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.22% | 0.75% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 7 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 5 | 3 | 0.01% | 0.78% | 4.76% | Q1 2016 | Q1 2023 | 12 |
Citizens National Bank Trust Department | 12 | 12 | 0.07% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Ironwood Wealth Management, LLC. | 12 | 12 | 0.00% | 0.08% | 0.24% | Q4 2020 | Q3 2023 | 12 |
WEALTHSOURCE PARTNERS, LLC | 12 | 12 | 0.02% | 0.26% | 0.49% | Q4 2020 | Q3 2023 | 12 |
CEDAR HILL ASSOCIATES, LLC | 12 | 12 | 0.33% | 0.55% | 0.88% | Q1 2016 | Q4 2018 | 12 |
FOCUS Wealth Advisors, LLC | 12 | 12 | 0.32% | 0.36% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.09% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.22% | 0.55% | Q4 2020 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.11% | 0.39% | Q2 2017 | Q1 2023 | 12 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
Savant Capital, LLC | 11 | 11 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2022 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
PINNACLE ASSOCIATES LTD | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2021 | 11 |
ASSOCIATED BANC-CORP | 11 | 11 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2022 | 11 |
Harborview Advisors, LLC | 11 | 11 | 0.68% | 0.91% | 1.14% | Q1 2019 | Q3 2021 | 11 |
FDx Advisors, Inc. | 11 | 11 | 0.01% | 0.17% | 0.34% | Q1 2016 | Q3 2018 | 11 |
BRINKER CAPITAL INC | 11 | 11 | 0.51% | 0.80% | 0.96% | Q1 2016 | Q3 2018 | 11 |
BDO Wealth Advisors, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 11 |
RMB Capital Management, LLC | 7 | 1 | 0.01% | 0.19% | 0.41% | Q1 2016 | Q4 2019 | 11 |
WEALTHFRONT Corp | 11 | 11 | 1.84% | 3.41% | 4.74% | Q1 2016 | Q3 2018 | 11 |
Avion Wealth | 10 | 1 | 0.00% | 0.00% | 0.03% | Q1 2020 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 11 | 0.01% | 0.11% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Sigma Investment Management Co | 11 | 11 | 0.78% | 0.97% | 2.40% | Q2 2016 | Q4 2018 | 11 |
Procyon Advisors, LLC | 11 | 11 | 0.10% | 0.26% | 0.41% | Q1 2020 | Q3 2022 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 11 |
Personal Wealth Partners | 11 | 11 | 0.32% | 0.38% | 0.43% | Q3 2019 | Q1 2022 | 11 |
Sigma Planning Corp | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Alaska Wealth Advisors | 8 | 3 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 11 |
WEBSTER BANK, N. A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.17% | 0.67% | Q1 2017 | Q1 2021 | 11 |
ADIRONDACK TRUST CO | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
FINANCIAL CONSULATE, INC | 11 | 11 | 0.10% | 0.67% | 0.94% | Q4 2016 | Q2 2019 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.24% | 0.82% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.06% | 0.10% | 0.17% | Q4 2017 | Q2 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TCI Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.08% | Q2 2018 | Q3 2022 | 11 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 10 |
Wealth Alliance | 10 | 10 | 0.17% | 0.23% | 0.32% | Q1 2021 | Q2 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.21% | 0.49% | 0.76% | Q4 2020 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.36% | 0.78% | 1.02% | Q3 2021 | Q4 2023 | 10 |
Global Wealth Management Investment Advisory, Inc. | 8 | 2 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 10 |
COUNTRY TRUST BANK | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2018 | 10 |
LITTLE HOUSE CAPITAL LLC | 10 | 10 | 0.23% | 0.33% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Trust Co | 7 | 3 | 0.07% | 0.28% | 0.39% | Q1 2016 | Q3 2018 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 10 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q4 2022 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
AdvicePeriod, LLC | 10 | 10 | 0.15% | 0.48% | 0.84% | Q4 2017 | Q1 2020 | 10 |
LINCOLN NATIONAL CORP | 9 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.35% | 0.48% | 0.99% | Q4 2017 | Q1 2020 | 10 |
One Wealth Advisors, LLC | 6 | 4 | 0.38% | 1.74% | 3.64% | Q1 2021 | Q3 2023 | 10 |
Wealth Alliance Advisory Group, LLC | 10 | 10 | 0.20% | 1.33% | 3.16% | Q4 2017 | Q1 2020 | 10 |
REGIONS FINANCIAL CORP | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 1.53% | 2.00% | 2.57% | Q4 2015 | Q1 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 10 | 0.03% | 0.21% | 0.33% | Q2 2020 | Q3 2022 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 10 | 0.01% | 0.20% | 0.32% | Q4 2018 | Q1 2021 | 10 |
Baystate Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 10 |
Crabel Capital Management, LLC | 7 | 3 | 0.10% | 0.39% | 0.79% | Q3 2020 | Q2 2023 | 10 |
Aveo Capital Partners, LLC | 6 | 1 | 0.09% | 0.37% | 0.84% | Q2 2019 | Q3 2023 | 9 |
Continuum Advisory, LLC | 7 | 2 | 0.04% | 0.09% | 0.25% | Q4 2018 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.60% | 0.64% | 0.71% | Q3 2021 | Q3 2023 | 9 |
Brio Consultants, LLC | 9 | 9 | 0.16% | 0.45% | 0.59% | Q2 2020 | Q2 2022 | 9 |
Pinnacle Advisory Group, Inc. | 9 | 9 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q4 2018 | 9 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 1 | 0.02% | 0.11% | 0.20% | Q4 2020 | Q2 2023 | 9 |
Ellevest, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 9 |
Kingsview Wealth Management, LLC | 9 | 9 | 0.04% | 0.08% | 0.12% | Q2 2017 | Q2 2019 | 9 |
CWA Asset Management Group, LLC | 6 | 3 | 0.02% | 0.29% | 1.84% | Q3 2020 | Q4 2022 | 9 |
ProVise Management Group, LLC | 5 | 4 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q1 2022 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.03% | 0.17% | Q4 2018 | Q1 2021 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 4 | 0.00% | 0.05% | 0.16% | Q2 2019 | Q3 2021 | 9 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.07% | 0.48% | Q4 2017 | Q2 2022 | 9 |
Paracle Advisors, LLC | 5 | 4 | 0.07% | 0.10% | 0.14% | Q4 2018 | Q1 2021 | 9 |
Belpointe Asset Management LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 9 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2022 | 9 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.26% | 2.28% | Q4 2017 | Q3 2022 | 9 |
Jacobi Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
55I, LLC | 9 | 9 | 0.20% | 0.52% | 0.97% | Q1 2020 | Q1 2022 | 9 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
CPWM, LLC | 7 | 1 | 0.07% | 0.09% | 0.10% | Q3 2012 | Q2 2015 | 8 |
PFG Advisors | 6 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 8 |
TRUST CO OF VERMONT | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.34% | 0.45% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 0.01% | 3.50% | 9.17% | Q4 2021 | Q3 2023 | 8 |
OPPENHEIMER & CO INC | 4 | 4 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q4 2021 | 8 |
Independence Advisors, LLC | 8 | 8 | 0.21% | 0.25% | 0.30% | Q4 2018 | Q3 2020 | 8 |
Covenant Multifamily Offices, LLC | 4 | 1 | 0.04% | 0.11% | 0.19% | Q2 2019 | Q3 2021 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 8 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Whitegate Investment Counselors, Inc. | 7 | 1 | 0.05% | 0.08% | 0.10% | Q4 2016 | Q2 2022 | 8 |
Friedenthal Financial | 8 | 8 | 0.35% | 0.39% | 0.42% | Q4 2021 | Q3 2023 | 8 |
USCA RIA LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q2 2021 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.11% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 2.28% | 3.54% | 4.79% | Q4 2021 | Q3 2023 | 8 |
Mosaic Family Wealth, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 8 |
Stokes Family Office, LLC | 8 | 8 | 0.06% | 0.31% | 0.51% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.08% | 0.40% | Q2 2016 | Q3 2023 | 8 |
Detalus Advisors, LLC | 7 | 1 | 0.23% | 0.34% | 0.46% | Q4 2020 | Q2 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
FIRETHORN WEALTH PARTNERS, LLC | 6 | 2 | 0.23% | 0.52% | 1.00% | Q1 2021 | Q2 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 2.57% | 3.02% | 3.77% | Q4 2021 | Q3 2023 | 8 |
Cypress Wealth Services, LLC | 8 | 8 | 0.08% | 0.39% | 0.77% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Keudell/Morrison Wealth Management | 8 | 8 | 0.12% | 0.31% | 0.90% | Q1 2020 | Q4 2021 | 8 |
Baird Financial Group, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2020 | 8 |
Valeo Financial Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 8 |
FIRST NATIONAL TRUST CO | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
DERBY & COMPANY, INC | 7 | 7 | 0.64% | 0.74% | 0.89% | Q1 2020 | Q3 2021 | 7 |
FIFTH THIRD SECURITIES, INC. | 4 | 1 | 0.08% | 0.18% | 0.37% | Q2 2017 | Q3 2023 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.39% | 0.46% | 0.51% | Q1 2016 | Q3 2017 | 7 |
Facet Wealth, Inc. | 6 | 1 | 0.03% | 0.19% | 0.78% | Q1 2021 | Q3 2023 | 7 |
CATALYST PRIVATE WEALTH, LLC | 4 | 3 | 0.13% | 0.60% | 1.44% | Q3 2020 | Q2 2022 | 7 |
WASHINGTON TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Magnus Financial Group LLC | 6 | 1 | 0.03% | 0.07% | 0.10% | Q4 2018 | Q2 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Wealth CMT | 7 | 7 | 0.50% | 2.40% | 5.32% | Q4 2021 | Q2 2023 | 7 |
SWS Partners | 5 | 1 | 0.85% | 1.21% | 1.67% | Q3 2019 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Financial Council Asset Management Inc | 7 | 7 | 0.27% | 1.77% | 3.06% | Q3 2021 | Q1 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 7 |
Eagle Strategies LLC | 7 | 7 | 0.06% | 0.21% | 0.45% | Q4 2021 | Q2 2023 | 7 |
Avidian Wealth Solutions, LLC | 4 | 3 | 0.02% | 0.29% | 1.27% | Q4 2021 | Q3 2023 | 7 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Charles Schwab Trust Co | 7 | 7 | 0.15% | 0.21% | 0.30% | Q1 2020 | Q3 2021 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Apriem Advisors | 6 | 1 | 0.03% | 0.08% | 0.13% | Q1 2016 | Q2 2018 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.14% | 0.19% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Cooper Financial Group | 7 | 7 | 0.06% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Greenwich Investment Management, Inc. | 7 | 7 | 0.27% | 0.44% | 0.56% | Q1 2017 | Q3 2018 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.04% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Modera Wealth Management, LLC | 7 | 7 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q2 2022 | 7 |
Regal Investment Advisors LLC | 2 | 1 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 7 |
W ADVISORS, LLC | 7 | 7 | 0.21% | 0.83% | 2.67% | Q4 2021 | Q2 2023 | 7 |
AT Bancorp | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2016 | Q3 2017 | 7 |
Accel Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Parcion Private Wealth LLC | 7 | 7 | 0.07% | 1.04% | 2.45% | Q1 2022 | Q3 2023 | 7 |
High Falls Advisors, Inc | 7 | 7 | 0.10% | 0.29% | 0.44% | Q4 2021 | Q2 2023 | 7 |
Addison Advisors LLC | 6 | 1 | 0.02% | 0.10% | 0.16% | Q4 2020 | Q3 2022 | 7 |
Lucia Wealth Services, LLC | 7 | 7 | 0.14% | 0.21% | 0.25% | Q3 2018 | Q1 2020 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Northwest Bancshares, Inc. | 7 | 7 | 0.08% | 0.29% | 0.49% | Q2 2020 | Q4 2021 | 7 |
Carroll Financial Associates, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 7 |
M&T BANK CORP | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 7 |
Western Wealth Management, LLC | 4 | 3 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2022 | 7 |
Founders Financial Alliance, LLC | 6 | 1 | 0.02% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Bogart Wealth, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 7 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.00% | 0.12% | 0.22% | Q1 2016 | Q4 2018 | 6 |
JNBA Financial Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 6 |
WEST BANCORPORATION INC | 4 | 2 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q1 2022 | 6 |
Efficient Advisors, LLC | 6 | 6 | 0.14% | 0.35% | 0.78% | Q1 2016 | Q2 2017 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.03% | 0.06% | 0.13% | Q4 2020 | Q1 2022 | 6 |
Capital Investment Advisory Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WBH ADVISORY INC | 3 | 3 | 0.08% | 0.21% | 0.30% | Q1 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 6 |
Keebeck Wealth Management, LLC | 6 | 6 | 0.26% | 0.61% | 1.80% | Q2 2022 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Independent Portfolio Consultants, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 6 |
Principle Wealth Partners LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Private Wealth Group, LLC | 4 | 1 | 3.74% | 6.52% | 18.31% | Q4 2017 | Q3 2019 | 6 |
Freedom Investment Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.17% | 0.73% | 1.11% | Q2 2022 | Q3 2023 | 6 |
STEPH & CO | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Cribstone Capital Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 6 |
STATE STREET CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 6 |
PEDDOCK CAPITAL ADVISORS, LLC | 6 | 6 | 0.18% | 0.21% | 0.23% | Q1 2021 | Q2 2022 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 6 |
People's United Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Bragg Financial Advisors, Inc | 4 | 2 | 0.06% | 0.13% | 0.28% | Q3 2016 | Q3 2023 | 6 |
Rehmann Capital Advisory Group | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.05% | 0.13% | 0.22% | Q2 2022 | Q3 2023 | 6 |
AllSquare Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Grove Bank & Trust | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 6 |
WADDELL & ASSOCIATES, LLC | 5 | 1 | 0.06% | 0.07% | 0.10% | Q3 2020 | Q3 2022 | 6 |
Linscomb & Williams, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
G&S Capital LLC | 6 | 6 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q1 2020 | 6 |
Newport Capital Group, LLC | 6 | 6 | 3.46% | 3.64% | 3.84% | Q4 2020 | Q1 2022 | 6 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 6 | 6 | 0.35% | 0.38% | 0.42% | Q2 2022 | Q3 2023 | 6 |
LS Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Weaver Consulting Group | 6 | 6 | 0.01% | 0.03% | 0.03% | Q1 2019 | Q2 2020 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.21% | 0.27% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Vanguard Personalized Indexing Management, LLC | 6 | 6 | 0.04% | 0.12% | 0.26% | Q3 2020 | Q4 2021 | 6 |
NWK Group, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Live Your Vision, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
XML Financial, LLC | 6 | 6 | 0.05% | 0.11% | 0.31% | Q2 2022 | Q3 2023 | 6 |
RDA Financial Network | 3 | 3 | 0.12% | 0.21% | 0.31% | Q4 2021 | Q2 2023 | 6 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.19% | 0.57% | 0.97% | Q4 2020 | Q4 2021 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q3 2017 | 5 |
Physician Wealth Advisors, Inc. | 2 | 1 | 0.05% | 0.09% | 0.11% | Q3 2019 | Q1 2022 | 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2019 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Advisors Preferred, LLC | 2 | 1 | 0.59% | 2.98% | 8.28% | Q2 2017 | Q2 2023 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Centerpoint Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 0.18% | 0.26% | 0.40% | Q3 2018 | Q3 2019 | 5 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.02% | 0.06% | 0.14% | Q2 2022 | Q3 2023 | 5 |
Simply Money Advisors | 5 | 5 | 0.23% | 0.31% | 0.50% | Q3 2016 | Q3 2017 | 5 |
Vise Technologies, Inc. | 5 | 5 | 0.35% | 0.42% | 0.50% | Q3 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 1 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 5 |
Ackerman Capital Advisors, LLC | 5 | 5 | 0.19% | 0.30% | 0.61% | Q1 2021 | Q1 2022 | 5 |
Gerber Kawasaki Wealth & Investment Management | 4 | 1 | 0.01% | 0.30% | 0.84% | Q3 2021 | Q3 2023 | 5 |
Paragon Capital Management LLC | 5 | 5 | 0.11% | 0.13% | 0.15% | Q1 2020 | Q1 2021 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
RFG Advisory, LLC | 4 | 1 | 0.02% | 0.05% | 0.12% | Q2 2021 | Q2 2023 | 5 |
Relative Value Partners Group, LLC | 5 | 5 | 0.02% | 0.19% | 0.26% | Q2 2020 | Q2 2021 | 5 |
Melone Private Wealth, LLC | 3 | 2 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q2 2023 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Wealthstreet Investment Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 5 |
Hexagon Capital Partners LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.08% | 0.19% | Q3 2019 | Q1 2022 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Cedar Brook Financial Partners, LLC | 4 | 1 | 0.11% | 0.13% | 0.15% | Q4 2018 | Q3 2022 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.01% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 4 |
Consilium Wealth Advisory, LLC | 3 | 1 | 0.19% | 0.35% | 0.76% | Q4 2021 | Q4 2022 | 4 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Asset Dedication, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Beacon Harbor Wealth Advisors, Inc. | 3 | 1 | 0.12% | 0.14% | 0.20% | Q2 2019 | Q2 2020 | 4 |
Golden State Wealth Management, LLC | 4 | 4 | 0.10% | 0.17% | 0.22% | Q2 2021 | Q1 2022 | 4 |
Vigilant Capital Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 4 |
Intergy Private Wealth, LLC | 4 | 4 | 0.19% | 0.56% | 1.09% | Q4 2021 | Q3 2022 | 4 |
Northeast Financial Group, Inc. | 4 | 4 | 0.26% | 0.35% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Chicago Partners Investment Group LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2021 | 4 |
ASB Consultores, LLC | 3 | 1 | 0.15% | 0.23% | 0.27% | Q2 2022 | Q2 2023 | 4 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
WADE G W & INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.12% | 0.18% | 0.23% | Q4 2022 | Q3 2023 | 4 |
RKL Wealth Management LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q2 2017 | Q1 2018 | 4 |
Portfolio Solutions, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
COZAD ASSET MANAGEMENT INC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Anchor Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
LOWE BROCKENBROUGH & CO INC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2022 | 4 |
CONSILIO WEALTH ADVISORS, LLC | 4 | 4 | 0.16% | 0.34% | 0.43% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Marquette Asset Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Austin Private Wealth, LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Flagship Private Wealth, LLC | 4 | 4 | 0.19% | 0.20% | 0.23% | Q4 2020 | Q3 2021 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2016 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2016 | Q4 2016 | 4 |
SG3 Management, LLC | 2 | 2 | 0.07% | 0.13% | 0.25% | Q2 2020 | Q3 2020 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 0.49% | 0.85% | 1.01% | Q4 2022 | Q3 2023 | 4 |
OTA Financial Group L.P. | 2 | 2 | 0.25% | 0.99% | 2.57% | Q2 2018 | Q2 2020 | 4 |
Glassman Wealth Services | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q1 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.24% | 0.44% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 2.36% | 2.73% | 3.47% | Q4 2017 | Q3 2018 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q1 2019 | 4 |
NVWM, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 4 |
Callan Capital, LLC | 4 | 4 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q3 2022 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Wedmont Private Capital | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q2 2017 | 4 |
OptiFour Integrated Wealth Management, LLC | 4 | 4 | 0.22% | 0.23% | 0.23% | Q4 2017 | Q3 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.39% | 0.84% | Q1 2016 | Q4 2017 | 4 |
BOKF, NA | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 4 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 3 |
Rice Partnership, LLC | 2 | 1 | 0.15% | 0.16% | 0.17% | Q3 2018 | Q3 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Commonwealth Financial Services, LLC | 3 | 3 | 0.17% | 0.21% | 0.26% | Q1 2016 | Q3 2016 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q3 2016 | 3 |
Bruderman Asset Management, LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q1 2020 | Q3 2020 | 3 |
GODSEY & GIBB, INC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q1 2018 | Q2 2023 | 3 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q2 2018 | 3 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.22% | 1.32% | 1.88% | Q1 2016 | Q2 2021 | 3 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.67% | 0.76% | 0.80% | Q3 2018 | Q1 2019 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WealthStone, Inc. | 2 | 1 | 0.09% | 0.43% | 0.66% | Q2 2019 | Q1 2021 | 3 |
Clearwater Capital Advisors, LLC | 2 | 1 | 0.02% | 0.06% | 0.09% | Q2 2016 | Q1 2018 | 3 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Atria Investments, Inc | 3 | 3 | 0.05% | 0.10% | 0.12% | Q1 2016 | Q3 2016 | 3 |
Fusion Family Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Parkside Financial Bank & Trust | 2 | 1 | 0.00% | 0.02% | 0.02% | Q2 2016 | Q1 2019 | 3 |
ADVISOR PARTNERS II, LLC | 2 | 1 | 0.03% | 0.21% | 0.41% | Q4 2022 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q4 2020 | 3 |
RESTON WEALTH MANAGEMENT LLC | 2 | 1 | 0.15% | 1.34% | 3.53% | Q2 2022 | Q3 2023 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Jordan Park Group LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Elequin Capital, LP | 2 | 1 | 0.04% | 0.68% | 1.49% | Q1 2022 | Q4 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2016 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
Colonial Trust Co / SC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Vericrest Private Wealth | 3 | 3 | 1.01% | 1.13% | 1.28% | Q4 2021 | Q2 2022 | 3 |
Covestor Ltd | 3 | 3 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q2 2022 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.02% | 0.26% | 0.57% | Q2 2022 | Q3 2023 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Almanack Investment Partners, LLC. | 3 | 3 | 0.09% | 0.15% | 0.19% | Q4 2016 | Q2 2017 | 3 |
Solstein Capital, LLC | 1 | 1 | 0.04% | 1.07% | 1.61% | Q3 2018 | Q2 2021 | 3 |
BHF RG Capital Inc. | 3 | 3 | 1.00% | 1.26% | 1.63% | Q2 2020 | Q4 2020 | 3 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.16% | 0.36% | 0.70% | Q4 2021 | Q1 2023 | 3 |
Northwest Capital Management Inc | 2 | 1 | 0.04% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 3 |
Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 1.12% | 2.68% | 5.03% | Q1 2016 | Q3 2016 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.58% | 0.67% | 0.72% | Q1 2016 | Q3 2016 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
ACG Wealth | 2 | 1 | 0.04% | 0.09% | 0.13% | Q1 2017 | Q1 2020 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.02% | 0.07% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Allegis Investment Advisors, LLC | 3 | 3 | 0.06% | 0.09% | 0.16% | Q2 2017 | Q4 2017 | 3 |
Hochman Cole Investment Advisors, Inc. | 3 | 3 | 0.28% | 0.31% | 0.32% | Q1 2016 | Q3 2016 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.04% | 0.07% | 0.09% | Q1 2020 | Q3 2020 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Delta Dental Plan of Michigan, Inc. | 3 | 3 | 0.67% | 0.69% | 0.71% | Q4 2017 | Q2 2018 | 3 |
Amplius Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.29% | 0.56% | Q4 2021 | Q3 2022 | 3 |
CONDOR CAPITAL MANAGEMENT | 3 | 3 | 0.61% | 0.96% | 1.26% | Q2 2022 | Q4 2022 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q1 2022 | Q3 2022 | 3 |
Arista Wealth Management, LLC | 3 | 3 | 0.10% | 0.14% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Alera Investment Advisors, LLC | 1 | 1 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q2 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
RCS Financial Planning, LLC | 3 | 3 | 0.41% | 0.42% | 0.43% | Q4 2022 | Q2 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q2 2021 | 3 |
WEALTH MANAGEMENT RESOURCES, INC. | 2 | 1 | 0.36% | 0.39% | 0.42% | Q4 2021 | Q3 2023 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 1.80% | 1.81% | 1.81% | Q1 2022 | Q3 2022 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q2 2017 | 2 |
Vivaldi Capital Management LP | 2 | 2 | 0.07% | 0.12% | 0.16% | Q1 2019 | Q2 2019 | 2 |
Steward Financial Group LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
ORSER CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.55% | 0.55% | 0.56% | Q3 2021 | Q4 2021 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.20% | 0.22% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q1 2017 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2019 | Q2 2019 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q2 2022 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Moss Adams Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
tru Independence LLC | 1 | 1 | 1.02% | 1.46% | 1.90% | Q4 2019 | Q3 2020 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q2 2023 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q2 2021 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q4 2017 | Q1 2018 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 2 |
Oak Point Wealth Management | 2 | 2 | 1.59% | 2.01% | 2.42% | Q4 2017 | Q1 2018 | 2 |
Crestone Asset Management LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2016 | Q1 2017 | 2 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
VitalStone Financial, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.01% | 0.07% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Exchange Bank | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Chevy Chase Trust Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Hayden Royal, LLC | 1 | 1 | 0.18% | 0.18% | 0.19% | Q1 2020 | Q3 2020 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.20% | 0.25% | 0.30% | Q3 2022 | Q4 2022 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q2 2023 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Colorado Capital Management, Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2018 | Q2 2018 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2020 | Q4 2020 | 2 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.08% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Claro Advisors LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2020 | 2 |
Idaho Trust Bank | 2 | 2 | 0.55% | 0.55% | 0.55% | Q2 2023 | Q3 2023 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CLEAR INVESTMENT RESEARCH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
WEST MICHIGAN ADVISORS, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BBVA USA | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.17% | 0.20% | 0.23% | Q1 2016 | Q2 2016 | 2 |
INVESTMENT PARTNERS, LTD. | 2 | 2 | 0.17% | 0.22% | 0.28% | Q2 2016 | Q3 2016 | 2 |
COWA, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Braun-Bostich & Associates Inc. | 1 | 1 | 1.04% | 1.86% | 2.69% | Q3 2020 | Q3 2023 | 2 |
WCG Wealth Advisors LLC | 1 | 1 | 0.02% | 0.23% | 0.45% | Q3 2022 | Q3 2022 | 2 |
Financial Insights, Inc. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2018 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
Financial Partners Group, Inc | 2 | 2 | 0.44% | 0.45% | 0.45% | Q4 2017 | Q1 2018 | 2 |
Csenge Advisory Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Family Management Corp | 2 | 2 | 0.16% | 0.51% | 0.87% | Q4 2018 | Q1 2019 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Logan Stone Capital, LLC | 2 | 2 | 1.22% | 4.12% | 7.02% | Q4 2021 | Q1 2022 | 2 |
J2 Capital Management Inc | 2 | 2 | 1.25% | 1.47% | 1.68% | Q2 2022 | Q3 2022 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.03% | 0.06% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
Essex Private Wealth Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.76% | Q2 2022 | Q4 2022 | 2 |
PFW Advisors LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 2 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2022 | 2 |
Pathway Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Orcam Financial Group | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2021 | Q4 2021 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harbor Group, Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
MYECFO, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2016 | Q1 2016 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TPB WEALTH ADVISORS | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Kathleen S. Wright Associates Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MOTCO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Silver Point Capital L.P. | 1 | 1 | 2.70% | 2.70% | 2.70% | Q1 2020 | Q1 2020 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Buttonwood Financial Group, LLC | 1 | 1 | 6.05% | 6.05% | 6.05% | Q3 2023 | Q3 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CXI Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Athanor Capital, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2020 | Q1 2020 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACCESS FINANCIAL SERVICES, INC. | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2016 | Q4 2016 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2018 | Q1 2018 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2014 | Q2 2014 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2023 | Q3 2023 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2021 | Q3 2021 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q1 2022 | Q1 2022 | 1 |
SWMG, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRIVATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Worth Financial Advisory Group, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Greenline Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sterling Financial Group, Inc. | 1 | 1 | 2.83% | 2.83% | 2.83% | Q3 2023 | Q3 2023 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2019 | Q1 2019 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2020 | Q4 2020 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TMFS HOLDINGS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2019 | Q3 2019 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2022 | Q1 2022 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BANK OF THE WEST | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HARBOUR INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Goodwin Investment Advisory | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2021 | Q4 2021 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2022 | Q3 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
RHS Financial, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
CIBC BANK USA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.