Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 38 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.02% | 0.22% | Q1 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.00% | 0.05% | 0.17% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 28 | 28 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 28 |
UBS Group AG | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 28 | 28 | 0.01% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Creative Planning | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
MORGAN STANLEY | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 6 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.02% | 0.20% | 0.59% | Q1 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.03% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Cutler Group LLC / CA | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Gradient Investments LLC | 24 | 24 | 0.00% | 0.26% | 0.54% | Q4 2017 | Q3 2023 | 24 |
Capital Investment Advisory Services, LLC | 24 | 24 | 0.01% | 0.09% | 0.24% | Q4 2017 | Q3 2023 | 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
BlackRock Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 23 | 23 | 0.07% | 0.11% | 0.19% | Q1 2018 | Q3 2023 | 23 |
ASSETMARK, INC | 23 | 23 | 0.01% | 0.09% | 0.25% | Q1 2018 | Q3 2023 | 23 |
CITIGROUP INC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
WealthPLAN Partners, LLC | 18 | 5 | 0.21% | 0.40% | 0.69% | Q4 2017 | Q4 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.02% | 0.19% | 0.40% | Q1 2018 | Q3 2023 | 23 |
Financial Enhancement Group LLC | 23 | 23 | 0.04% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 23 |
Focused Wealth Management, Inc | 23 | 23 | 0.02% | 0.16% | 0.45% | Q1 2018 | Q3 2023 | 23 |
Alliance Wealth Management Group | 23 | 23 | 0.10% | 0.34% | 0.87% | Q4 2017 | Q2 2023 | 23 |
Capital Advisory Group Advisory Services, LLC | 23 | 23 | 0.02% | 0.64% | 2.49% | Q1 2018 | Q3 2023 | 23 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Towercrest Capital Management | 22 | 22 | 0.06% | 0.26% | 0.48% | Q2 2018 | Q3 2023 | 22 |
CITY HOLDING CO | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Acorn Wealth Advisors, LLC | 9 | 3 | 0.07% | 0.19% | 0.26% | Q4 2017 | Q2 2023 | 21 |
Advisory Services Network, LLC | 19 | 2 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 21 |
Raab & Moskowitz Asset Management LLC | 21 | 21 | 0.02% | 0.38% | 1.44% | Q3 2018 | Q3 2023 | 21 |
Kohmann Bosshard Financial Services, LLC | 20 | 20 | 0.06% | 0.19% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Front Row Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 0.08% | 0.18% | 0.30% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.02% | 0.32% | 1.34% | Q4 2018 | Q3 2023 | 20 |
Continuum Advisory, LLC | 20 | 20 | 0.08% | 0.21% | 0.32% | Q4 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.01% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Valeo Financial Advisors, LLC | 20 | 20 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
Vantage Investment Partners, LLC | 11 | 9 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.13% | 0.49% | Q4 2018 | Q3 2023 | 20 |
First PREMIER Bank | 19 | 19 | 0.10% | 0.72% | 1.25% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 1.24% | 1.70% | 2.30% | Q1 2019 | Q3 2023 | 19 |
Stratos Wealth Partners, LTD. | 17 | 1 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 19 |
MONETA GROUP INVESTMENT ADVISORS LLC | 19 | 19 | 0.01% | 0.14% | 0.66% | Q3 2018 | Q1 2023 | 19 |
WEDBUSH SECURITIES INC | 19 | 19 | 0.02% | 0.07% | 0.18% | Q1 2019 | Q3 2023 | 19 |
LexAurum Advisors, LLC | 19 | 19 | 0.17% | 0.28% | 0.61% | Q1 2019 | Q3 2023 | 19 |
FDx Advisors, Inc. | 15 | 4 | 0.01% | 0.09% | 0.25% | Q4 2016 | Q3 2023 | 19 |
FINANCIAL CONSULATE, INC | 19 | 19 | 0.09% | 0.14% | 0.21% | Q1 2019 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Moloney Securities Asset Management, LLC | 19 | 19 | 0.05% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 11 | 8 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.12% | 0.82% | Q4 2018 | Q3 2023 | 19 |
StrategIQ Financial Group, LLC | 19 | 19 | 0.04% | 0.08% | 0.16% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2022 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 18 |
HUNTINGTON NATIONAL BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BALDWIN BROTHERS LLC/MA | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2023 | 18 |
BerganKDV Wealth Management, LLC | 16 | 2 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q2 2023 | 18 |
Aptus Capital Advisors, LLC | 18 | 18 | 0.04% | 0.09% | 0.57% | Q2 2019 | Q3 2023 | 18 |
AlphaStar Capital Management, LLC | 12 | 2 | 0.01% | 0.39% | 1.98% | Q3 2017 | Q1 2023 | 18 |
Mutual Advisors, LLC | 18 | 18 | 0.03% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 6 | 3 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 18 |
TRUST CO OF VERMONT | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 11 | 7 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 18 |
Dynamic Advisor Solutions LLC | 9 | 9 | 0.01% | 0.13% | 0.81% | Q3 2018 | Q2 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.03% | 0.19% | Q2 2019 | Q3 2023 | 18 |
FIRST HAWAIIAN BANK | 14 | 1 | 0.01% | 0.25% | 0.38% | Q3 2018 | Q3 2023 | 18 |
1834 INVESTMENT ADVISORS CO | 18 | 18 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q2 2022 | 18 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 2 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 17 |
Capital Analysts, LLC | 17 | 17 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 17 |
GLENMEDE TRUST CO NA | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
WHITE PINE CAPITAL LLC | 17 | 17 | 0.22% | 0.77% | 1.21% | Q3 2019 | Q3 2023 | 17 |
Mirae Asset Global Investments Co., Ltd. | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.18% | 0.37% | 1.23% | Q3 2019 | Q3 2023 | 17 |
CALTON & ASSOCIATES, INC. | 17 | 17 | 0.11% | 0.65% | 1.65% | Q2 2019 | Q2 2023 | 17 |
Intercontinental Wealth Advisors, LLC | 17 | 17 | 0.06% | 0.12% | 0.27% | Q2 2019 | Q2 2023 | 17 |
SIGNATUREFD, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.09% | 0.14% | 0.22% | Q3 2019 | Q3 2023 | 17 |
WealthShield Partners, LLC | 12 | 2 | 0.01% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 17 |
NewEdge Advisors, LLC | 17 | 17 | 0.02% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Sound Income Strategies, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
TOMPKINS FINANCIAL CORP | 10 | 6 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q4 2023 | 16 |
JPMORGAN CHASE & CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
NTV ASSET MANAGEMENT LLC | 16 | 16 | 0.05% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Baird Financial Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Faithward Advisors, LLC | 16 | 16 | 0.04% | 0.44% | 0.82% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
USAdvisors Wealth Management, LLC | 16 | 16 | 0.13% | 0.34% | 0.96% | Q4 2019 | Q3 2023 | 16 |
Allworth Financial LP | 16 | 16 | 0.01% | 0.08% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Bison Wealth, LLC | 16 | 16 | 0.01% | 0.73% | 1.33% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q2 2022 | 16 |
Traverso Chambers Private Wealth Management, LLC | 16 | 16 | 0.23% | 0.67% | 3.78% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.08% | 0.18% | 0.45% | Q4 2019 | Q3 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 16 | 0.00% | 0.11% | 0.37% | Q4 2019 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Brinker Capital Investments, LLC | 16 | 16 | 0.02% | 0.14% | 0.26% | Q4 2017 | Q3 2021 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.02% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Doyle Wealth Management | 14 | 1 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q3 2022 | 15 |
WEALTHSOURCE PARTNERS, LLC | 15 | 15 | 0.09% | 0.23% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Regal Investment Advisors LLC | 8 | 7 | 0.02% | 0.11% | 0.29% | Q1 2018 | Q2 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 15 |
Sage Advisory Services, Ltd.Co. | 15 | 15 | 0.12% | 2.24% | 4.52% | Q1 2020 | Q3 2023 | 15 |
Barnett & Company, Inc. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q4 2021 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q4 2019 | 15 |
OneDigital Investment Advisors LLC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.13% | 1.70% | Q4 2019 | Q3 2023 | 15 |
M&R CAPITAL MANAGEMENT INC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q4 2023 | 15 |
DEUTSCHE BANK AG\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.16% | 0.71% | 1.00% | Q4 2019 | Q3 2023 | 15 |
Global Strategic Investment Solutions, LLC | 15 | 15 | 0.13% | 0.44% | 0.75% | Q1 2020 | Q3 2023 | 15 |
Private Wealth Group, LLC | 15 | 15 | 0.26% | 1.07% | 2.02% | Q1 2020 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 10 | 5 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2020 | 15 |
STIFEL FINANCIAL CORP | 11 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.41% | 1.93% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Veritable, L.P. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 14 |
US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
PFG Advisors | 9 | 5 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 14 |
GREAT LAKES ADVISORS, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 14 |
PRIVATE TRUST CO NA | 7 | 7 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 14 |
Wealth Alliance Advisory Group, LLC | 14 | 14 | 0.09% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 14 |
LFA - Lugano Financial Advisors SA | 14 | 14 | 0.06% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
NICOLET ADVISORY SERVICES, LLC | 10 | 4 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q2 2023 | 14 |
Cetera Advisors LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2022 | 14 |
XML Financial, LLC | 14 | 14 | 0.03% | 0.46% | 0.73% | Q2 2020 | Q3 2023 | 14 |
SeaCrest Wealth Management, LLC | 10 | 1 | 0.01% | 0.18% | 0.31% | Q4 2017 | Q2 2022 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
PFS INVESTMENTS INC. | 14 | 14 | 0.24% | 0.39% | 0.67% | Q1 2020 | Q2 2023 | 14 |
PRUDENT INVESTORS NETWORK, INC. | 13 | 1 | 0.11% | 3.94% | 10.58% | Q4 2019 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 8 | 2 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 14 |
V Wealth Advisors LLC | 11 | 2 | 0.07% | 0.11% | 0.30% | Q1 2020 | Q2 2023 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.42% | 0.58% | 0.79% | Q4 2020 | Q4 2023 | 13 |
Barber Financial Group, Inc. | 13 | 13 | 0.18% | 1.02% | 3.46% | Q4 2017 | Q4 2020 | 13 |
FormulaFolio Investments, LLC | 8 | 5 | 0.01% | 0.08% | 0.14% | Q1 2018 | Q2 2021 | 13 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 5 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2022 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.19% | 0.93% | 2.09% | Q2 2020 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Sigma Planning Corp | 5 | 2 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 13 |
Powell Investment Advisors, LLC | 12 | 1 | 0.26% | 0.50% | 0.58% | Q1 2020 | Q3 2023 | 13 |
Vectors Research Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.01% | 0.09% | 0.16% | Q4 2020 | Q4 2023 | 13 |
OARSMAN CAPITAL, INC. | 13 | 13 | 0.16% | 0.63% | 1.14% | Q3 2020 | Q3 2023 | 13 |
Frontier Wealth Management LLC | 11 | 2 | 0.02% | 0.18% | 0.24% | Q1 2017 | Q2 2020 | 13 |
Andesa Financial Management Inc. | 13 | 13 | 0.28% | 0.34% | 0.47% | Q1 2020 | Q1 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.16% | 0.24% | Q3 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
HANCOCK WHITNEY CORP | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Wambolt & Associates, LLC | 11 | 1 | 0.10% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Parallel Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
D'Orazio & Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
Prospera Financial Services Inc | 13 | 13 | 0.00% | 0.06% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Formidable Asset Management, LLC | 8 | 1 | 0.09% | 0.32% | 0.50% | Q1 2017 | Q3 2020 | 12 |
RAYMOND JAMES TRUST N.A. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.03% | 0.13% | Q4 2020 | Q3 2023 | 12 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 12 | 12 | 0.01% | 0.07% | 0.13% | Q3 2018 | Q2 2021 | 12 |
Lee Financial Co | 12 | 12 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Evercore Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FAS Wealth Partners, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.12% | 0.30% | 0.38% | Q4 2018 | Q3 2021 | 12 |
Heartwood Wealth Advisors LLC | 12 | 12 | 0.25% | 2.69% | 3.94% | Q4 2020 | Q3 2023 | 12 |
PSI Advisors, LLC | 11 | 1 | 0.04% | 0.13% | 0.19% | Q4 2019 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.19% | 0.38% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Elwood & Goetz Wealth Advisory Group, LLC | 12 | 12 | 0.08% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 12 | 12 | 0.09% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
COWA, LLC | 12 | 12 | 1.09% | 5.18% | 8.08% | Q4 2020 | Q3 2023 | 12 |
Realta Investment Advisors | 8 | 4 | 0.01% | 0.24% | 0.59% | Q1 2019 | Q3 2023 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.15% | 0.38% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Valtinson Bruner Financial Planning LLC | 7 | 5 | 0.13% | 0.41% | 1.17% | Q4 2018 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Redhawk Wealth Advisors, Inc. | 9 | 1 | 0.01% | 0.92% | 1.35% | Q2 2019 | Q1 2023 | 12 |
Kovack Advisors, Inc. | 12 | 12 | 0.08% | 0.10% | 0.13% | Q3 2020 | Q2 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.20% | 0.29% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.12% | 0.25% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.09% | 0.12% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.20% | 0.30% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Freedom Investment Management, Inc. | 11 | 11 | 0.06% | 0.18% | 0.37% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Management, Inc. | 11 | 11 | 0.00% | 0.13% | 0.18% | Q4 2019 | Q2 2022 | 11 |
Advisor Group, Inc. | 11 | 11 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q4 2019 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Cadence Bank | 11 | 11 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q4 2021 | 11 |
IHT Wealth Management, LLC | 5 | 3 | 0.02% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 11 |
Financial Planning & Information Services, Inc. | 11 | 11 | 0.07% | 2.10% | 3.65% | Q3 2018 | Q1 2021 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.00% | 0.06% | 0.19% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 11 |
McAdam, LLC | 8 | 3 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 11 |
Brookstone Capital Management | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Genesee Capital Advisors, LLC | 9 | 2 | 2.51% | 3.23% | 3.86% | Q4 2020 | Q3 2023 | 11 |
NWAM LLC | 7 | 4 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q3 2023 | 11 |
Atria Investments, Inc | 4 | 2 | 0.02% | 0.15% | 0.46% | Q4 2017 | Q4 2022 | 11 |
Cornerstone Wealth Group, LLC | 7 | 4 | 0.48% | 0.68% | 1.22% | Q2 2019 | Q3 2022 | 11 |
RMB Capital Management, LLC | 11 | 11 | 0.09% | 0.16% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.02% | 0.04% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Institute for Wealth Management, LLC. | 11 | 11 | 0.13% | 0.23% | 0.30% | Q4 2017 | Q2 2020 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Intrua Financial, LLC | 11 | 11 | 0.04% | 0.15% | 0.44% | Q3 2020 | Q1 2023 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.01% | 0.12% | 0.39% | Q1 2021 | Q3 2023 | 11 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Golden State Wealth Management, LLC | 8 | 3 | 0.04% | 0.15% | 0.34% | Q1 2019 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Cornerstone Wealth Management, LLC | 10 | 10 | 0.06% | 0.11% | 0.23% | Q1 2020 | Q2 2022 | 10 |
Lido Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 10 |
Cedar Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.03% | Q2 2020 | Q3 2022 | 10 |
Avantax Planning Partners, Inc. | 9 | 1 | 0.00% | 0.05% | 0.27% | Q3 2018 | Q1 2021 | 10 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SWS Partners | 5 | 1 | 2.50% | 3.64% | 5.44% | Q2 2019 | Q3 2023 | 10 |
Stewardship Advisors, LLC | 9 | 1 | 0.10% | 0.65% | 5.56% | Q4 2019 | Q2 2022 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 1.18% | 2.48% | 3.55% | Q2 2021 | Q3 2023 | 10 |
Curran Financial Partners, LLC | 10 | 10 | 0.91% | 3.70% | 5.32% | Q2 2021 | Q3 2023 | 10 |
Cordasco Financial Network | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Baltimore-Washington Financial Advisors, Inc. | 10 | 10 | 0.05% | 0.65% | 1.10% | Q1 2018 | Q2 2020 | 10 |
Ahrens Investment Partners LLC | 10 | 10 | 0.12% | 0.18% | 0.31% | Q4 2020 | Q1 2023 | 10 |
Meridian Wealth Management, LLC | 8 | 2 | 0.04% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 10 |
EWG Elevate Inc. | 6 | 4 | 0.62% | 1.03% | 3.17% | Q4 2020 | Q3 2023 | 10 |
FRONTIER INVESTMENT MGMT CO | 10 | 10 | 0.01% | 0.12% | 0.21% | Q1 2018 | Q2 2020 | 10 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 4 | 2 | 0.01% | 0.08% | 0.22% | Q2 2018 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 7 | 1 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q1 2023 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q1 2023 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
Aurora Private Wealth, Inc. | 6 | 4 | 0.07% | 0.81% | 2.76% | Q4 2019 | Q2 2022 | 10 |
Berkshire Bank | 10 | 10 | 0.07% | 0.25% | 0.40% | Q2 2021 | Q3 2023 | 10 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 0.07% | 0.28% | 0.49% | Q2 2021 | Q3 2023 | 10 |
EAGLE GLOBAL ADVISORS LLC | 10 | 10 | 0.03% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
PRUDENTIAL PLC | 10 | 10 | 5.07% | 9.02% | 13.48% | Q2 2021 | Q3 2023 | 10 |
Wealth Advisory Solutions, LLC | 6 | 1 | 0.00% | 0.38% | 0.52% | Q3 2020 | Q2 2023 | 10 |
Advisor OS, LLC | 5 | 2 | 0.41% | 1.73% | 9.27% | Q2 2020 | Q3 2023 | 10 |
Tiller Private Wealth, Inc. | 10 | 10 | 0.41% | 1.40% | 3.35% | Q2 2021 | Q3 2023 | 10 |
Advisors Capital Management, LLC | 9 | 9 | 0.01% | 0.06% | 0.27% | Q4 2020 | Q4 2022 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 3 | 0.02% | 0.23% | 0.66% | Q2 2019 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.15% | 0.32% | 0.40% | Q4 2021 | Q4 2023 | 9 |
Private Wealth Advisors, LLC | 9 | 9 | 0.11% | 0.18% | 0.27% | Q3 2019 | Q3 2021 | 9 |
RFG Advisory, LLC | 9 | 9 | 0.03% | 0.48% | 1.42% | Q4 2017 | Q4 2019 | 9 |
Graypoint LLC | 5 | 1 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q2 2023 | 9 |
CreativeOne Wealth, LLC | 6 | 3 | 0.02% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 9 |
North Star Investment Management Corp. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BB&T SECURITIES, LLC | 9 | 9 | 0.00% | 0.03% | 0.16% | Q3 2017 | Q3 2019 | 9 |
Systematic Alpha Investments, LLC | 9 | 9 | 0.26% | 0.29% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 1.30% | 1.63% | 1.90% | Q3 2021 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.02% | 0.05% | 0.16% | Q3 2019 | Q3 2021 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
HOWE & RUSLING INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.04% | 0.43% | 0.65% | Q2 2021 | Q3 2023 | 9 |
Curbstone Financial Management Corp | 9 | 9 | 0.10% | 0.28% | 0.45% | Q3 2018 | Q3 2020 | 9 |
Ellevest, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Plante Moran Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2022 | 9 |
ATLAS CAPITAL ADVISORS LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Sovereign Financial Group, Inc. | 9 | 9 | 0.10% | 0.16% | 0.23% | Q3 2021 | Q3 2023 | 9 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.07% | 0.23% | 0.40% | Q2 2021 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Daiwa Securities Group Inc. | 8 | 8 | 0.00% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 9 |
FULTON BREAKEFIELD BROENNIMAN LLC | 9 | 9 | 1.22% | 1.37% | 1.55% | Q1 2021 | Q1 2023 | 9 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Ayalon Insurance Comp Ltd. | 9 | 9 | 0.08% | 0.31% | 0.57% | Q1 2021 | Q1 2023 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 9 |
Johnson Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Wealthspire Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 2.05% | 3.93% | 5.14% | Q4 2021 | Q3 2023 | 8 |
Aspen Investment Management Inc | 8 | 8 | 0.17% | 1.03% | 1.50% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 8 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
Erickson Financial Group, LLC | 8 | 8 | 2.13% | 3.80% | 5.17% | Q4 2021 | Q3 2023 | 8 |
WHITTIER TRUST CO | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Bridgecreek Investment Management, LLC | 8 | 8 | 0.10% | 0.35% | 0.54% | Q4 2021 | Q3 2023 | 8 |
PFG Private Wealth Management, LLC | 7 | 1 | 0.11% | 0.17% | 0.28% | Q4 2019 | Q2 2022 | 8 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q4 2022 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Old Port Advisors | 7 | 1 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q4 2022 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 8 | 0.07% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q1 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q3 2021 | 8 |
Gunma Bank,Ltd. | 6 | 1 | 1.77% | 3.16% | 5.49% | Q2 2021 | Q3 2023 | 8 |
Stonebridge Capital Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Traynor Capital Management, Inc. | 8 | 8 | 0.09% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
Principle Wealth Partners LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q2 2023 | 8 |
Eldridge Investment Advisors, Inc. | 8 | 8 | 0.11% | 0.87% | 1.53% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.24% | 0.66% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WBH ADVISORY INC | 5 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.08% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Astoria Portfolio Advisors LLC. | 8 | 8 | 0.46% | 1.08% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Human Investing LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Turim 21 Investimentos Ltda. | 5 | 2 | 0.01% | 0.04% | 0.15% | Q3 2020 | Q2 2022 | 7 |
PARK AVENUE SECURITIES LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Summit X, LLC | 7 | 7 | 0.12% | 0.28% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Avidian Wealth Solutions, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.02% | 0.09% | 0.21% | Q3 2017 | Q1 2019 | 7 |
Manhattan West Asset Management, LLC | 7 | 7 | 0.09% | 0.18% | 0.31% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 1.78% | 2.70% | Q1 2022 | Q3 2023 | 7 |
Bellecapital International Ltd. | 7 | 7 | 0.21% | 0.22% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Meiji Yasuda Life Insurance Co | 7 | 7 | 0.80% | 4.83% | 9.00% | Q1 2022 | Q3 2023 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WRAPMANAGER INC | 2 | 1 | 0.10% | 0.65% | 1.65% | Q4 2018 | Q3 2023 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.11% | 0.19% | Q4 2018 | Q1 2021 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 7 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 7 | 7 | 0.19% | 0.22% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Angeles Investment Advisors, LLC | 7 | 7 | 0.39% | 6.63% | 26.15% | Q1 2022 | Q3 2023 | 7 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q1 2023 | 7 |
Selective Wealth Management, Inc. | 4 | 3 | 0.28% | 0.41% | 0.55% | Q1 2022 | Q4 2023 | 7 |
Outlook Wealth Advisors, LLC | 7 | 7 | 0.09% | 0.99% | 3.12% | Q4 2021 | Q2 2023 | 7 |
Teamwork Financial Advisors, LLC | 4 | 1 | 0.05% | 0.08% | 0.12% | Q4 2019 | Q1 2023 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
DAVENPORT & Co LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PETERSON WEALTH MANAGEMENT | 7 | 7 | 0.14% | 0.27% | 0.40% | Q4 2021 | Q2 2023 | 7 |
Keystone Financial Planning, Inc. | 7 | 7 | 2.25% | 2.30% | 2.33% | Q1 2022 | Q3 2023 | 7 |
Arete Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.06% | 0.11% | Q2 2019 | Q2 2023 | 7 |
Financial Insights, Inc. | 5 | 1 | 0.03% | 0.28% | 0.48% | Q2 2021 | Q3 2023 | 7 |
Private Portfolio Partners LLC | 7 | 7 | 0.09% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.45% | 1.64% | 2.43% | Q4 2021 | Q2 2023 | 7 |
Coco Enterprises, LLC | 4 | 3 | 2.68% | 5.07% | 13.66% | Q4 2020 | Q1 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.01% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Resurgent Financial Advisors LLC | 7 | 7 | 0.08% | 0.23% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Mach-1 Financial Group, LLC | 7 | 7 | 0.00% | 0.12% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Laurel Wealth Planning LLC | 7 | 7 | 0.59% | 2.01% | 3.42% | Q1 2022 | Q3 2023 | 7 |
Altrius Capital Management Inc | 6 | 6 | 0.12% | 0.20% | 0.29% | Q2 2022 | Q3 2023 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 2.29% | 3.02% | 3.91% | Q2 2022 | Q3 2023 | 6 |
JUNCTURE WEALTH STRATEGIES, LLC | 6 | 6 | 0.17% | 0.30% | 0.53% | Q3 2022 | Q4 2023 | 6 |
Schwab Charitable Fund | 6 | 6 | 0.08% | 0.13% | 0.18% | Q4 2021 | Q1 2023 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2023 | 6 |
Sandy Spring Bank | 6 | 6 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2021 | 6 |
New England Investment & Retirement Group, Inc. | 4 | 1 | 0.04% | 0.15% | 0.34% | Q3 2019 | Q3 2021 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.26% | 0.31% | 0.35% | Q2 2022 | Q3 2023 | 6 |
CIBC Private Wealth Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CX Institutional | 3 | 1 | 0.00% | 0.14% | 0.30% | Q1 2020 | Q4 2022 | 6 |
Willis Johnson & Associates, Inc. | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Bell Bank | 6 | 6 | 0.09% | 0.56% | 2.34% | Q4 2021 | Q1 2023 | 6 |
WESPAC Advisors, LLC | 6 | 6 | 0.63% | 1.21% | 2.18% | Q4 2020 | Q1 2022 | 6 |
EP Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.34% | 1.99% | Q1 2022 | Q3 2023 | 6 |
Wellington Shields Capital Management, LLC | 6 | 6 | 0.13% | 0.14% | 0.16% | Q4 2016 | Q1 2018 | 6 |
Glassman Wealth Services | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 6 |
Truvestments Capital LLC | 4 | 2 | 0.46% | 0.56% | 0.65% | Q2 2018 | Q4 2019 | 6 |
Stadion Money Management, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2020 | 6 |
NorthRock Partners, LLC | 5 | 1 | 0.03% | 0.39% | 2.08% | Q4 2019 | Q3 2023 | 6 |
Brio Consultants, LLC | 4 | 2 | 0.11% | 0.22% | 0.33% | Q4 2018 | Q2 2023 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Strategic Point Investment Advisors, LLC | 6 | 6 | 2.94% | 3.48% | 4.23% | Q2 2022 | Q3 2023 | 6 |
First Command Advisory Services, Inc. | 6 | 6 | 0.00% | 7.90% | 17.93% | Q2 2022 | Q3 2023 | 6 |
M&T BANK CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
FLAGSTAR ADVISORS INC | 6 | 6 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2023 | 6 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 5 |
Mokosak Advisory Group, LLC | 5 | 5 | 2.39% | 2.51% | 2.61% | Q4 2018 | Q4 2019 | 5 |
CVA Family Office, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.10% | 0.32% | 0.55% | Q3 2022 | Q3 2023 | 5 |
Ackerman Capital Advisors, LLC | 5 | 5 | 0.00% | 0.07% | 0.16% | Q4 2018 | Q4 2019 | 5 |
Watermark Asset Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
OPPENHEIMER & CO INC | 4 | 1 | 0.02% | 0.10% | 0.20% | Q2 2019 | Q2 2022 | 5 |
Rollins Financial | 5 | 5 | 0.07% | 0.48% | 0.78% | Q2 2022 | Q2 2023 | 5 |
Private Wealth Strategies, L.L.C. | 5 | 5 | 0.05% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.01% | 0.06% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Pinnacle Family Advisors, LLC | 3 | 2 | 0.11% | 0.13% | 0.13% | Q2 2021 | Q2 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.06% | 0.28% | Q2 2022 | Q3 2023 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.52% | 0.71% | 0.90% | Q4 2021 | Q4 2022 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 5 |
Good Life Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Edge Capital Group, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 6.18% | 9.36% | 13.26% | Q2 2022 | Q2 2023 | 5 |
MFA WEALTH ADVISORS, LLC | 5 | 5 | 3.91% | 4.80% | 5.34% | Q4 2018 | Q4 2019 | 5 |
Atlas Private Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
TRADITION CAPITAL MANAGEMENT LLC | 5 | 5 | 0.15% | 0.23% | 0.44% | Q1 2018 | Q1 2019 | 5 |
Balentine LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Rain Capital Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Conservest Capital Advisors, Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Detalus Advisors, LLC | 5 | 5 | 0.27% | 0.30% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Roundview Capital LLC | 5 | 5 | 0.06% | 0.17% | 0.22% | Q4 2018 | Q4 2019 | 5 |
Texas Yale Capital Corp. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Congress Park Capital LLC | 4 | 1 | 0.11% | 0.29% | 0.37% | Q2 2021 | Q1 2023 | 5 |
FINANCIAL LIFE ADVISORS | 5 | 5 | 0.17% | 0.43% | 0.72% | Q3 2022 | Q3 2023 | 5 |
First Command Bank | 5 | 5 | 6.18% | 9.36% | 13.26% | Q2 2022 | Q2 2023 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.08% | 0.33% | 0.44% | Q1 2022 | Q3 2023 | 5 |
Latitude Advisors, LLC | 4 | 1 | 0.08% | 0.13% | 0.20% | Q3 2021 | Q1 2023 | 5 |
HERBST GROUP, LLC | 5 | 5 | 1.70% | 1.84% | 2.01% | Q1 2022 | Q1 2023 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.26% | 0.70% | 1.04% | Q3 2022 | Q3 2023 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Wayfinding Financial, LLC | 5 | 5 | 0.32% | 0.34% | 0.38% | Q4 2021 | Q4 2022 | 5 |
ERn Financial, LLC | 5 | 5 | 0.74% | 0.83% | 0.92% | Q4 2018 | Q4 2019 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Surevest, LLC | 5 | 5 | 0.12% | 0.15% | 0.21% | Q4 2018 | Q4 2019 | 5 |
MBL Wealth, LLC | 5 | 5 | 0.12% | 0.16% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Fusion Family Wealth LLC | 4 | 1 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 5 |
O'Dell Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.17% | 0.40% | 0.50% | Q2 2019 | Q2 2020 | 5 |
Curtis Advisory Group, LLC | 3 | 2 | 0.07% | 0.41% | 1.67% | Q1 2021 | Q2 2022 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 5 |
Anchor Investment Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.01% | 0.10% | 0.33% | Q1 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.26% | 0.29% | 0.33% | Q4 2021 | Q3 2022 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.29% | 0.30% | 0.32% | Q2 2021 | Q1 2022 | 4 |
Visionary Wealth Advisors | 3 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.05% | 0.16% | Q3 2019 | Q1 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Founders Financial Alliance, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 4 |
NATIONAL BANK OF CANADA /FI/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Quantitative Advantage, LLC | 4 | 4 | 0.23% | 0.34% | 0.46% | Q2 2022 | Q1 2023 | 4 |
SWMG, LLC | 3 | 1 | 0.12% | 0.14% | 0.17% | Q1 2022 | Q2 2023 | 4 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 4 | 4 | 2.99% | 4.06% | 4.72% | Q4 2021 | Q3 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
TPG Financial Advisors, LLC | 3 | 1 | 0.15% | 3.71% | 5.26% | Q3 2019 | Q4 2022 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Leucadia National | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.06% | 0.17% | Q1 2022 | Q3 2023 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
QCM Cayman, Ltd. | 3 | 1 | 0.43% | 0.57% | 0.70% | Q3 2020 | Q3 2021 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.05% | 1.47% | 2.94% | Q4 2019 | Q4 2020 | 4 |
Security National Bank | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Global Trust Asset Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.18% | Q3 2019 | Q3 2023 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Avior Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIFTH THIRD SECURITIES, INC. | 4 | 4 | 0.05% | 0.07% | 0.13% | Q2 2022 | Q1 2023 | 4 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 4 | 4 | 1.34% | 2.25% | 3.12% | Q3 2020 | Q2 2021 | 4 |
Sound View Wealth Advisors Group, LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q2 2019 | Q1 2020 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 5.38% | 6.41% | 7.76% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.73% | 0.82% | 0.90% | Q4 2022 | Q3 2023 | 4 |
L.M. KOHN & COMPANY | 4 | 4 | 0.10% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Clear Creek Financial Management, LLC | 3 | 1 | 0.05% | 1.28% | 2.56% | Q2 2019 | Q2 2020 | 4 |
LBMC INVESTMENT ADVISORS, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Hapanowicz & Associates Financial Services, Inc | 4 | 4 | 6.66% | 7.24% | 7.74% | Q4 2022 | Q3 2023 | 4 |
ACAS, LLC | 2 | 2 | 0.26% | 0.31% | 0.36% | Q4 2021 | Q1 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2022 | 4 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Garrett Wealth Advisory Group, LLC | 4 | 4 | 0.33% | 0.76% | 0.97% | Q4 2018 | Q3 2019 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.18% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.10% | 0.16% | 0.21% | Q2 2022 | Q1 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.52% | 0.57% | 0.64% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Archer Investment Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Oxler Private Wealth LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2022 | 4 |
CASTLE WEALTH MANAGEMENT LLC | 4 | 4 | 0.04% | 0.13% | 0.22% | Q2 2022 | Q1 2023 | 4 |
Cambridge Advisors Inc. | 4 | 4 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Cardan Capital Partners, LLC | 4 | 4 | 0.78% | 0.82% | 0.86% | Q1 2019 | Q4 2019 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
KWB Wealth | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Gerber Kawasaki Wealth & Investment Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 2.40% | 2.63% | 2.96% | Q4 2022 | Q3 2023 | 4 |
Destination Wealth Management | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Evanson Asset Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
WEXFORD CAPITAL LP | 3 | 3 | 0.10% | 0.20% | 0.39% | Q1 2023 | Q3 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q2 2020 | 3 |
ORG Partners LLC | 3 | 3 | 0.00% | 0.17% | 0.28% | Q1 2023 | Q3 2023 | 3 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Inspire Investing, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Strategic Blueprint, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.03% | 0.06% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Jefferies Group LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q2 2022 | 3 |
PROFFITT & GOODSON INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
S. R. Schill & Associates | 3 | 3 | 0.22% | 0.27% | 0.38% | Q3 2018 | Q1 2019 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.16% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.23% | 0.35% | 0.44% | Q2 2019 | Q4 2019 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Fortis Group Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
WealthBridge Capital Management, LLC | 2 | 1 | 0.10% | 0.13% | 0.16% | Q1 2019 | Q4 2019 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Beacon Financial Advisory LLC | 3 | 3 | 0.28% | 0.30% | 0.31% | Q4 2019 | Q2 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.18% | 0.28% | Q4 2017 | Q1 2022 | 3 |
SimpliFi, Inc. | 3 | 3 | 0.10% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MISSION WEALTH MANAGEMENT, LP | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
West Wealth Group, LLC | 2 | 1 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vericrest Private Wealth | 3 | 3 | 0.52% | 0.74% | 0.94% | Q4 2021 | Q2 2022 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Minot Wealth Management LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q2 2022 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.21% | 0.22% | 0.23% | Q1 2022 | Q4 2022 | 3 |
StoneX Group Inc. | 3 | 3 | 0.11% | 0.22% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Tevis Investment Management | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2022 | Q3 2022 | 3 |
Lantz Financial LLC | 3 | 3 | 0.53% | 0.71% | 0.82% | Q2 2019 | Q4 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Peterson Wealth Services | 3 | 3 | 0.72% | 2.45% | 5.58% | Q4 2022 | Q2 2023 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 3 |
Proquility Private Wealth Partners, LLC | 2 | 1 | 0.62% | 1.84% | 4.01% | Q4 2021 | Q1 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.24% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Smart Money Group LLC | 2 | 1 | 0.48% | 3.70% | 5.38% | Q4 2019 | Q4 2022 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.66% | 1.02% | 1.43% | Q1 2022 | Q3 2022 | 3 |
Retirement Planning Co of New England, Inc. | 2 | 1 | 0.03% | 0.09% | 0.13% | Q4 2021 | Q2 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.85% | 1.14% | 1.49% | Q1 2023 | Q3 2023 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.13% | 0.20% | 0.28% | Q2 2019 | Q4 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Econ Financial Services Corp | 2 | 1 | 1.22% | 1.88% | 3.07% | Q4 2021 | Q2 2023 | 3 |
Family Management Corp | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Values First Advisors, Inc. | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q4 2022 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.29% | 0.32% | 0.33% | Q2 2019 | Q4 2019 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 3 |
FIRST MANHATTAN CO. LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
Heritage Trust Co | 3 | 3 | 0.12% | 0.12% | 0.13% | Q2 2019 | Q4 2019 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Clear Perspectives Financial Planning, LLC | 3 | 3 | 1.41% | 1.76% | 2.10% | Q2 2022 | Q4 2022 | 3 |
Fulcrum Equity Management | 2 | 2 | 1.01% | 1.03% | 1.05% | Q1 2021 | Q2 2021 | 2 |
CIC Wealth, LLC | 2 | 2 | 0.22% | 0.27% | 0.32% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.07% | 0.15% | 0.23% | Q4 2019 | Q1 2020 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Armor Investment Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.24% | 0.32% | 0.40% | Q2 2016 | Q3 2016 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Apella Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
DOLIVER ADVISORS, LP | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2019 | Q2 2019 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2018 | Q1 2019 | 2 |
Trinity Legacy Partners, LLC | 2 | 2 | 0.48% | 0.75% | 1.01% | Q4 2019 | Q1 2020 | 2 |
Hedeker Wealth, LLC | 2 | 2 | 0.26% | 0.27% | 0.27% | Q2 2016 | Q3 2016 | 2 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.17% | 0.31% | Q4 2019 | Q4 2022 | 2 |
Treasure Coast Financial Planning | 2 | 2 | 0.19% | 0.25% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Barry Investment Advisors, LLC | 2 | 2 | 0.62% | 1.53% | 2.44% | Q2 2023 | Q3 2023 | 2 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
Venture Visionary Partners LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.15% | 0.17% | 0.20% | Q4 2021 | Q1 2022 | 2 |
MBE Wealth Management, LLC | 2 | 2 | 0.29% | 0.38% | 0.47% | Q4 2019 | Q1 2020 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
FUKOKU MUTUAL LIFE INSURANCE Co | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2019 | Q3 2019 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Rockbridge Investment Management, LCC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 2 |
Armbruster Capital Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Stillwater Capital Advisors, LLC | 2 | 2 | 0.50% | 0.52% | 0.54% | Q4 2018 | Q1 2019 | 2 |
Wealth Advisors of Iowa, LLC | 2 | 2 | 1.79% | 3.44% | 5.09% | Q1 2022 | Q2 2022 | 2 |
NWK Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q2 2023 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ciovacco Capital Management LLC | 2 | 2 | 0.96% | 1.26% | 1.56% | Q2 2022 | Q3 2022 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2020 | 2 |
Delta Investment Management, LLC | 2 | 2 | 2.28% | 2.36% | 2.44% | Q1 2021 | Q2 2021 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.08% | 0.16% | Q3 2018 | Q2 2019 | 2 |
Arbor Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Hillcrest Wealth Advisors - NY, LLC | 1 | 1 | 0.17% | 0.18% | 0.20% | Q4 2019 | Q2 2020 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 0.31% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Parker Investment Management, LLC | 1 | 1 | 1.19% | 9.24% | 17.29% | Q2 2022 | Q1 2023 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.02% | 0.09% | 0.17% | Q3 2019 | Q4 2019 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Ford Financial Group, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q3 2022 | Q4 2022 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.41% | 0.49% | 0.57% | Q4 2021 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q2 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Winthrop Advisory Group LLC | 2 | 2 | 0.25% | 0.31% | 0.37% | Q3 2019 | Q4 2019 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NVWM, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
XR Securities LLC | 1 | 1 | 2.85% | 2.85% | 2.85% | Q4 2017 | Q4 2017 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2019 | Q1 2019 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Cooper Financial Group | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Exchange Bank | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
RMR Wealth Builders | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2019 | Q4 2019 | 1 |
XML SECURITIES, LLC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q1 2018 | Q1 2018 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2018 | Q3 2018 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JFG Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2022 | Q2 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2022 | Q2 2022 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Mirador Capital Partners LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2019 | Q2 2019 | 1 |
Northwest Bancshares, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
GSB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Triton Wealth Management, PLLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q1 2020 | Q1 2020 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Solidarity Wealth, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Strategic Equity Management | 1 | 1 | 2.13% | 2.13% | 2.13% | Q2 2022 | Q2 2022 | 1 |
Summit Global Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sound View Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
American Investment Services, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 10.07% | 10.07% | 10.07% | Q1 2022 | Q1 2022 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Emerson Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2019 | Q4 2019 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 4.53% | 4.53% | 4.53% | Q3 2023 | Q3 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Crumly & Associates Inc. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2019 | Q4 2019 | 1 |
Sapphire Star Partners LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2018 | Q4 2018 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Asset Management Resources, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2022 | Q2 2022 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.