Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 32 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 38 |
CABOT WEALTH MANAGEMENT INC | 35 | 35 | 0.05% | 0.29% | 0.45% | Q1 2015 | Q3 2023 | 35 |
Charles Schwab Investment Advisory, Inc. | 35 | 35 | 0.89% | 2.67% | 3.61% | Q1 2015 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34 | 34 | 0.02% | 0.10% | 0.17% | Q2 2015 | Q3 2023 | 34 |
MORGAN STANLEY | 31 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 33 |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 9 | 4 | 0.00% | 0.02% | 0.15% | Q1 2014 | Q2 2023 | 32 |
CITIGROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 32 |
Creative Planning | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 26 | 5 | 0.13% | 0.37% | 0.57% | Q4 2015 | Q3 2023 | 31 |
Tortoise Investment Management, LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Financial Architects, Inc | 25 | 1 | 0.00% | 0.65% | 1.67% | Q2 2015 | Q2 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
UBS Group AG | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
Aviance Capital Partners, LLC | 13 | 2 | 0.04% | 0.16% | 0.24% | Q1 2016 | Q2 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 27 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
JANICZEK WEALTH MANAGEMENT, LLC | 26 | 26 | 0.43% | 1.23% | 3.34% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.31% | 0.62% | Q2 2017 | Q3 2023 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 26 |
Vigilant Capital Management, LLC | 13 | 4 | 0.00% | 0.68% | 2.11% | Q4 2014 | Q4 2021 | 26 |
Dynamic Advisor Solutions LLC | 19 | 6 | 0.04% | 0.14% | 0.27% | Q2 2017 | Q3 2023 | 25 |
Versant Capital Management, Inc | 24 | 1 | 0.00% | 0.05% | 0.08% | Q2 2016 | Q4 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
PrairieView Partners, LLC | 24 | 24 | 0.29% | 0.48% | 0.75% | Q4 2017 | Q3 2023 | 24 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 24 | 24 | 0.57% | 1.56% | 2.60% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2023 | 24 |
Allworth Financial LP | 21 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 23 |
Merriman Wealth Management, LLC | 17 | 1 | 0.22% | 1.84% | 5.68% | Q4 2016 | Q3 2023 | 23 |
VALLEY NATIONAL ADVISERS INC | 23 | 23 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Kelman-Lazarov, Inc. | 22 | 22 | 0.52% | 0.97% | 1.75% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Camelot Portfolios, LLC | 21 | 21 | 0.12% | 0.31% | 0.82% | Q2 2017 | Q2 2022 | 21 |
Relaxing Retirement Coach | 21 | 21 | 0.15% | 1.52% | 3.39% | Q2 2018 | Q2 2023 | 21 |
Resource Planning Group | 21 | 21 | 1.99% | 4.95% | 6.26% | Q3 2018 | Q3 2023 | 21 |
RHS Financial, LLC | 20 | 20 | 0.19% | 2.75% | 5.50% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.06% | 0.21% | 0.57% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Clarius Group, LLC | 19 | 19 | 0.82% | 1.52% | 2.54% | Q1 2019 | Q3 2023 | 19 |
Opes Wealth Management LLC | 19 | 19 | 0.60% | 2.33% | 6.66% | Q1 2019 | Q3 2023 | 19 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 1 | 0.04% | 0.15% | 0.40% | Q1 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
FOSTER & MOTLEY INC | 18 | 18 | 0.02% | 0.86% | 2.08% | Q4 2017 | Q1 2022 | 18 |
Princeton Global Asset Management LLC | 18 | 18 | 0.02% | 0.10% | 0.14% | Q1 2019 | Q2 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 18 |
MOLLER WEALTH PARTNERS | 18 | 18 | 0.28% | 0.62% | 0.82% | Q2 2019 | Q3 2023 | 18 |
Charles Schwab Trust Co | 17 | 17 | 0.06% | 0.85% | 2.01% | Q3 2019 | Q3 2023 | 17 |
Shilanski & Associates, Inc. | 13 | 4 | 0.67% | 1.27% | 2.04% | Q2 2019 | Q3 2023 | 17 |
LINCOLN NATIONAL CORP | 17 | 17 | 0.03% | 0.18% | 0.22% | Q3 2019 | Q3 2023 | 17 |
LBMC INVESTMENT ADVISORS, LLC | 7 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 16 |
Baker Ellis Asset Management LLC | 12 | 4 | 0.05% | 0.08% | 0.16% | Q1 2019 | Q3 2023 | 16 |
Cambridge Investment Research Advisors, Inc. | 9 | 2 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 1.02% | 2.36% | 3.07% | Q4 2019 | Q3 2023 | 16 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 8 | 0.74% | 1.15% | 1.39% | Q3 2019 | Q3 2023 | 16 |
CVA Family Office, LLC | 15 | 15 | 0.02% | 0.06% | 0.19% | Q4 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
GLENMEDE TRUST CO NA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 15 |
Ironwood Investment Counsel, LLC | 15 | 15 | 0.11% | 0.13% | 0.14% | Q4 2013 | Q2 2017 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
NORTHWEST WEALTH MANAGEMENT, LLC | 15 | 15 | 0.44% | 0.67% | 0.96% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SOL Capital Management CO | 15 | 15 | 0.08% | 0.11% | 0.16% | Q3 2016 | Q1 2020 | 15 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2020 | 14 |
Mariner, LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q3 2017 | Q3 2023 | 14 |
Lido Advisors, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.02% | 1.65% | 2.36% | Q1 2017 | Q2 2020 | 14 |
STIFEL FINANCIAL CORP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 14 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.00% | 0.12% | 0.48% | Q4 2018 | Q2 2023 | 13 |
JUNCTURE WEALTH STRATEGIES, LLC | 13 | 13 | 0.14% | 0.30% | 0.48% | Q4 2017 | Q4 2020 | 13 |
Jackson Creek Investment Advisors LLC | 13 | 13 | 0.29% | 0.40% | 0.54% | Q3 2020 | Q3 2023 | 13 |
ALTFEST L J & CO INC | 13 | 13 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.07% | 0.17% | 0.22% | Q3 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 13 |
MANAGED ACCOUNT SERVICES INC | 12 | 12 | 0.20% | 0.26% | 0.40% | Q4 2018 | Q3 2021 | 12 |
First Capital Advisors Group, LLC. | 8 | 4 | 0.03% | 1.03% | 2.42% | Q1 2017 | Q2 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Faithward Advisors, LLC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 12 |
Strategic Blueprint, LLC | 12 | 12 | 0.06% | 1.28% | 3.52% | Q4 2018 | Q3 2021 | 12 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.05% | 0.33% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Baird Financial Group, Inc. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.40% | 0.84% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Anchor Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.09% | 1.44% | 1.92% | Q4 2020 | Q3 2023 | 12 |
Asset Planning Services, Ltd. | 12 | 12 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q3 2019 | 12 |
True North Advisors, LLC | 10 | 2 | 0.22% | 0.45% | 0.58% | Q2 2020 | Q3 2023 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 3.32% | 3.95% | 4.46% | Q4 2020 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 11 |
Brouwer & Janachowski, LLC | 9 | 1 | 0.00% | 0.11% | 0.25% | Q1 2014 | Q4 2017 | 11 |
1900 WEALTH MANAGEMENT LLC | 11 | 11 | 0.03% | 0.16% | 0.64% | Q1 2021 | Q3 2023 | 11 |
Adero Partners, LLC | 11 | 11 | 0.03% | 0.39% | 1.07% | Q4 2019 | Q2 2022 | 11 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 11 |
Bogart Wealth, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 11 |
ADIRONDACK TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Marquette Asset Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Parkside Financial Bank & Trust | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 11 |
LVW Advisors, LLC | 11 | 11 | 0.10% | 0.24% | 0.66% | Q4 2016 | Q2 2019 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
BerganKDV Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
C M BIDWELL & ASSOCIATES LTD | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 10 | 10 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q1 2023 | 10 |
Sharkey, Howes & Javer | 10 | 10 | 0.20% | 1.26% | 2.32% | Q4 2017 | Q1 2020 | 10 |
First Personal Financial Services | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 10 |
HM PAYSON & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 10 | 10 | 0.08% | 0.13% | 0.15% | Q1 2017 | Q2 2019 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Avion Wealth | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
O'Dell Group, LLC | 10 | 10 | 3.00% | 3.77% | 4.97% | Q4 2017 | Q1 2020 | 10 |
RAYMOND JAMES & ASSOCIATES | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 10 |
Sargent Bickham Lagudis LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CWM, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Sonora Investment Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 10 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.09% | 0.61% | Q1 2018 | Q3 2023 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.01% | 0.92% | 2.64% | Q2 2018 | Q3 2020 | 10 |
WestHill Financial Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.01% | 0.09% | Q4 2019 | Q3 2023 | 9 |
361 CAPITAL LLC | 9 | 9 | 0.07% | 0.19% | 0.47% | Q2 2018 | Q2 2020 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Arlington Financial Advisors, LLC | 9 | 9 | 2.53% | 4.95% | 6.34% | Q4 2017 | Q4 2019 | 9 |
Live Your Vision, LLC | 9 | 9 | 0.91% | 1.47% | 1.83% | Q1 2017 | Q1 2019 | 9 |
Koshinski Asset Management, Inc. | 4 | 2 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 9 |
Renaissance Technologies | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Shore Point Advisors, LLC | 8 | 8 | 0.35% | 1.04% | 1.75% | Q4 2021 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.19% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.19% | 0.34% | 0.59% | Q4 2021 | Q3 2023 | 8 |
OXFORD FINANCIAL GROUP, LTD. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 8 |
Lenox Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.12% | 0.16% | 0.25% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 8 | 8 | 0.03% | 0.43% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.32% | 0.48% | 0.62% | Q4 2021 | Q3 2023 | 8 |
KING LUTHER CAPITAL MANAGEMENT CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.06% | 0.63% | 2.06% | Q1 2020 | Q4 2021 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Ackerman Capital Advisors, LLC | 5 | 1 | 0.02% | 1.19% | 2.51% | Q2 2017 | Q4 2019 | 8 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.08% | 0.47% | Q4 2017 | Q2 2023 | 8 |
Syverson Strege & Co | 8 | 8 | 0.05% | 0.12% | 0.16% | Q4 2020 | Q3 2022 | 8 |
Solitude Financial Services | 8 | 8 | 0.25% | 0.32% | 0.44% | Q4 2021 | Q3 2023 | 8 |
REDW Wealth LLC | 5 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 8 |
FINANCIAL CONSULATE, INC | 7 | 1 | 0.13% | 0.17% | 0.22% | Q4 2014 | Q3 2018 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Opes Advisors Inc | 8 | 8 | 4.46% | 7.88% | 9.85% | Q1 2017 | Q4 2018 | 8 |
COLLECTIVE FAMILY OFFICE LLC | 8 | 8 | 0.29% | 1.63% | 2.36% | Q4 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.28% | 0.72% | 1.17% | Q3 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.23% | 0.26% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.14% | 0.37% | Q3 2018 | Q2 2020 | 8 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TCI Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2019 | 7 |
Perigon Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2020 | 7 |
AlphaCore Capital LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 5 | 2 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Bartlett & Co. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 7 |
Kavar Capital Partners, LLC | 3 | 1 | 0.06% | 0.11% | 0.17% | Q1 2017 | Q3 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
CARDIFF PARK ADVISORS, LLC | 7 | 7 | 0.06% | 0.06% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 7 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 7 | 0.19% | 0.21% | 0.22% | Q1 2022 | Q3 2023 | 7 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 7 |
Sandy Spring Bank | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Jacobi Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 7 |
Ten Capital Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 7 |
DOPKINS WEALTH MANAGEMENT, LLC | 4 | 3 | 0.18% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 7 |
Retirement Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Intelligence Driven Advisers, LLC | 7 | 7 | 0.17% | 0.58% | 1.11% | Q4 2018 | Q2 2020 | 7 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 7 |
Texas Yale Capital Corp. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q3 2018 | 7 |
Domani Wealth, LLC | 7 | 7 | 0.10% | 0.23% | 0.27% | Q2 2015 | Q4 2016 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 7 |
Janney Montgomery Scott LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.04% | 0.14% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Lindbrook Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
COLONY GROUP LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q4 2022 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
River Wealth Advisors LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2018 | Q4 2019 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.03% | 0.11% | Q2 2021 | Q4 2022 | 6 |
CULLEN/FROST BANKERS, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
RE Dickinson Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
WEALTHFRONT Corp | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 6 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Litman Gregory Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Addison Advisors LLC | 5 | 1 | 0.00% | 0.27% | 0.43% | Q1 2022 | Q3 2023 | 6 |
Prime Capital Investment Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 6 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
St. Louis Trust Co | 4 | 1 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Alera Investment Advisors, LLC | 4 | 1 | 0.09% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TRUEWEALTH LLC | 5 | 5 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q2 2020 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
ACIMA PRIVATE WEALTH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
FIRST NATIONAL CORP /MA/ /ADV | 5 | 5 | 0.19% | 0.26% | 0.29% | Q4 2018 | Q4 2019 | 5 |
Vise Technologies, Inc. | 5 | 5 | 0.17% | 0.22% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Curtis Advisory Group, LLC | 5 | 5 | 0.08% | 0.20% | 0.28% | Q4 2020 | Q4 2021 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
FIRST MANHATTAN CO. LLC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 5 |
Vista Private Wealth Partners. LLC | 3 | 1 | 0.03% | 0.16% | 0.23% | Q3 2017 | Q3 2019 | 5 |
Cordant, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Aptus Capital Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 5 |
Evanson Asset Management, LLC | 3 | 2 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q2 2021 | 5 |
CAHILL FINANCIAL ADVISORS INC | 5 | 5 | 0.63% | 0.70% | 0.75% | Q1 2019 | Q1 2020 | 5 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 5 | 5 | 0.54% | 0.68% | 0.80% | Q1 2019 | Q1 2020 | 5 |
LifePlan Financial Group, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Global Retirement Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
WMS Partners, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.26% | 0.29% | 0.30% | Q4 2018 | Q4 2019 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
BRIGHTON JONES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Laidlaw Wealth Management LLC | 4 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2022 | 5 |
JNBA Financial Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Mokosak Advisory Group, LLC | 5 | 5 | 1.30% | 1.45% | 1.56% | Q4 2018 | Q4 2019 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Lutz Financial Services LLC | 5 | 5 | 0.17% | 0.17% | 0.18% | Q4 2018 | Q4 2019 | 5 |
Capital One Investing, Inc. | 4 | 4 | 1.99% | 2.26% | 2.52% | Q4 2018 | Q3 2019 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 4 | 4 | 0.42% | 0.45% | 0.49% | Q1 2019 | Q4 2019 | 4 |
Newman Dignan & Sheerar, Inc. | 4 | 4 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q4 2019 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 1.13% | 1.17% | 1.21% | Q4 2022 | Q3 2023 | 4 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Keel Point, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 2.82% | 2.87% | 2.91% | Q4 2022 | Q3 2023 | 4 |
Seneca House Advisors | 4 | 4 | 1.21% | 1.38% | 1.58% | Q4 2017 | Q3 2018 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Capital Wealth Planning, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q4 2016 | 4 |
Annex Advisory Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Breakwater Capital Group | 4 | 4 | 0.52% | 0.94% | 1.19% | Q4 2022 | Q3 2023 | 4 |
Glassman Wealth Services | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
First Financial Bank - Trust Division | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2018 | Q1 2019 | 4 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.04% | 0.10% | Q3 2015 | Q2 2017 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 3 |
Mosaic Financial Partners, Inc. | 3 | 3 | 0.16% | 0.43% | 0.66% | Q4 2017 | Q2 2018 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Atria Investments, Inc | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q1 2016 | 3 |
Global Wealth Strategies & Associates | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Rice Partnership, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 3 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
HCR Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Foster Victor Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.54% | 0.57% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2020 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.07% | 0.23% | 0.40% | Q2 2018 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Weatherstone Capital Management | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2018 | Q3 2018 | 3 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.09% | 0.25% | Q2 2020 | Q1 2023 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Everhart Financial Group, Inc. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2020 | Q1 2021 | 2 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kernodle & Katon Asset Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
WADE G W & INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Pillar Wealth Advisors, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q1 2018 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Barber Financial Group, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q4 2022 | 2 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.80% | 0.89% | 0.98% | Q4 2019 | Q1 2021 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 1.52% | 1.55% | 1.58% | Q2 2023 | Q3 2023 | 2 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
S.A. Mason LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
NVWM, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
West Coast Financial LLC | 2 | 2 | 0.16% | 0.21% | 0.27% | Q2 2016 | Q3 2016 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.11% | 0.20% | Q4 2016 | Q4 2020 | 2 |
ZRC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 0.27% | 0.27% | 0.28% | Q1 2018 | Q2 2018 | 2 |
Valued Wealth Advisors LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2023 | Q4 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Armor Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
EPIQ Capital Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 3.07% | 3.07% | 3.07% | Q3 2016 | Q3 2016 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 3.31% | 3.31% | 3.31% | Q4 2022 | Q4 2022 | 1 |
LifeSteps Financial, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
TCG Advisors, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Arjuna Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cardinal Strategic Wealth Guidance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Element Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2022 | Q4 2022 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
McAdam, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NWAM LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2019 | Q4 2019 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Northland Capital Management LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Huber Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Eidelman Virant Capital | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own SCHWAB STRATEGIC TR or have owned SCHWAB STRATEGIC TR in the past.