Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 21 | 21 | 0.03% | 0.20% | 0.57% | Q3 2018 | Q3 2023 | 21 |
VICUS CAPITAL | 21 | 21 | 0.18% | 0.78% | 1.27% | Q3 2018 | Q3 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 21 | 21 | 0.24% | 1.74% | 2.33% | Q4 2018 | Q4 2023 | 21 |
AllSquare Wealth Management LLC | 21 | 21 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.06% | 0.65% | 1.08% | Q4 2018 | Q3 2023 | 20 |
Lee Financial Co | 20 | 20 | 0.08% | 0.11% | 0.17% | Q4 2018 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
LAZARD ASSET MANAGEMENT LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
First Personal Financial Services | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
JAMES INVESTMENT RESEARCH INC | 20 | 20 | 0.01% | 0.14% | 0.35% | Q4 2018 | Q3 2023 | 20 |
OPPENHEIMER & CO INC | 20 | 20 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
UBS Group AG | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.01% | 0.08% | 0.40% | Q4 2018 | Q3 2023 | 20 |
SHEETS SMITH WEALTH MANAGEMENT | 20 | 20 | 0.09% | 0.23% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Creative Planning | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.16% | 0.30% | Q4 2018 | Q3 2023 | 20 |
FFT WEALTH MANAGEMENT LLC | 20 | 20 | 0.04% | 0.22% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20 | 20 | 0.03% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 20 |
KWMG, LLC | 20 | 20 | 0.04% | 0.18% | 0.33% | Q4 2018 | Q3 2023 | 20 |
LINCOLN NATIONAL CORP | 20 | 20 | 0.01% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Parkside Financial Bank & Trust | 20 | 20 | 0.09% | 0.17% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Private Ocean, LLC | 16 | 4 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 20 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 20 | 20 | 0.06% | 0.29% | 0.54% | Q4 2018 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FORVIS Wealth Advisors, LLC | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Front Row Advisors LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Ameritas Investment Partners, Inc. | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
StrategIQ Financial Group, LLC | 20 | 20 | 0.06% | 0.16% | 0.29% | Q4 2018 | Q3 2023 | 20 |
OLD NATIONAL BANCORP /IN/ | 20 | 20 | 0.03% | 0.10% | 0.30% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
LPL Financial LLC | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
GenTrust, LLC | 20 | 20 | 0.08% | 0.44% | 1.38% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Milestone Advisory Partners | 20 | 20 | 0.14% | 0.17% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
FIRST TRUST ADVISORS LP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Clearwater Capital Advisors, LLC | 20 | 20 | 0.07% | 0.40% | 0.83% | Q4 2018 | Q3 2023 | 20 |
JNBA Financial Advisors | 19 | 19 | 0.12% | 0.24% | 0.37% | Q1 2019 | Q3 2023 | 19 |
Endurance Wealth Management, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
AJ WEALTH STRATEGIES, LLC | 19 | 19 | 0.17% | 1.13% | 5.26% | Q4 2018 | Q2 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.01% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 19 |
ALESCO ADVISORS LLC | 12 | 7 | 0.03% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 19 |
BDO Wealth Advisors, LLC | 19 | 19 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q2 2023 | 19 |
DAVENPORT & Co LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 19 |
Citadel Advisors | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Cornerstone Wealth Management, LLC | 16 | 3 | 0.06% | 0.19% | 0.34% | Q4 2018 | Q3 2023 | 19 |
JANE STREET GROUP, LLC | 16 | 3 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 19 |
CONDOR CAPITAL MANAGEMENT | 14 | 5 | 0.20% | 0.89% | 1.17% | Q4 2018 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 17 | 2 | 0.01% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 19 |
VAN ECK ASSOCIATES CORP | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.01% | 0.06% | 0.11% | Q1 2019 | Q3 2023 | 18 |
Venturi Wealth Management, LLC | 18 | 18 | 0.17% | 0.26% | 0.35% | Q2 2019 | Q3 2023 | 18 |
Rehmann Capital Advisory Group | 15 | 3 | 0.00% | 0.22% | 0.34% | Q4 2018 | Q3 2023 | 18 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 18 | 18 | 21.31% | 32.06% | 34.71% | Q3 2018 | Q4 2022 | 18 |
COMERICA BANK | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
NewEdge Advisors, LLC | 17 | 1 | 0.02% | 0.22% | 0.50% | Q4 2018 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
CX Institutional | 14 | 4 | 0.00% | 1.20% | 2.20% | Q1 2019 | Q3 2023 | 18 |
BANK OF THE WEST | 17 | 17 | 0.05% | 0.08% | 0.20% | Q4 2018 | Q4 2022 | 17 |
JPMORGAN CHASE & CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
BlackRock Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
DUBUQUE BANK & TRUST CO | 17 | 17 | 0.07% | 3.44% | 5.26% | Q3 2019 | Q3 2023 | 17 |
Dorsey & Whitney Trust CO LLC | 17 | 17 | 0.04% | 0.08% | 0.21% | Q3 2019 | Q3 2023 | 17 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.07% | 0.16% | 0.34% | Q4 2018 | Q3 2022 | 16 |
LGL PARTNERS, LLC | 16 | 16 | 0.14% | 1.06% | 2.01% | Q4 2018 | Q3 2022 | 16 |
Snowden Capital Advisors LLC | 11 | 5 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q4 2022 | 16 |
American Portfolios Advisors | 16 | 16 | 0.04% | 0.06% | 0.13% | Q4 2018 | Q3 2022 | 16 |
MUFG Americas Holdings Corp | 16 | 16 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q3 2022 | 16 |
SADOFF INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.08% | 0.10% | 0.14% | Q4 2018 | Q3 2022 | 16 |
Westside Investment Management, Inc. | 10 | 1 | 0.00% | 0.02% | 0.16% | Q4 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.06% | 0.12% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Fragasso Group Inc. | 15 | 15 | 0.07% | 0.10% | 0.13% | Q4 2018 | Q2 2022 | 15 |
PITTENGER & ANDERSON INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
CAPTRUST FINANCIAL ADVISORS | 10 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 15 |
Avidian Wealth Solutions, LLC | 15 | 15 | 0.11% | 1.17% | 1.91% | Q1 2020 | Q3 2023 | 15 |
COLONY GROUP LLC | 15 | 15 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q1 2022 | 15 |
Mariner, LLC | 14 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2023 | 15 |
FOSTER & MOTLEY INC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Darwin Wealth Management, LLC | 15 | 15 | 0.04% | 0.14% | 0.48% | Q4 2018 | Q2 2022 | 15 |
Hummer Financial Advisory Services Inc | 13 | 1 | 0.37% | 0.43% | 0.53% | Q4 2019 | Q3 2023 | 14 |
COMMERCE BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
ARGI Investment Services, LLC | 14 | 14 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q4 2022 | 14 |
NORTHWEST WEALTH MANAGEMENT, LLC | 14 | 14 | 0.11% | 0.25% | 0.54% | Q4 2018 | Q1 2022 | 14 |
COMERICA SECURITIES,INC. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 14 |
Altavista Wealth Management, Inc. | 14 | 14 | 0.35% | 0.56% | 0.93% | Q3 2018 | Q4 2021 | 14 |
Mattern Wealth Management LLC | 14 | 14 | 0.10% | 0.51% | 1.19% | Q4 2019 | Q1 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 14 | 14 | 0.31% | 0.77% | 1.74% | Q4 2019 | Q1 2023 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.06% | 0.15% | Q4 2018 | Q4 2023 | 14 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MBM Wealth Consultants, LLC | 13 | 13 | 2.00% | 2.20% | 2.59% | Q1 2019 | Q1 2022 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
WEDBUSH SECURITIES INC | 13 | 13 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q1 2023 | 13 |
MCF Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 13 |
DEUTSCHE BANK AG\ | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
CITIGROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FOCUS Wealth Advisors, LLC | 12 | 12 | 2.66% | 3.06% | 3.26% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 11 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q2 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 1.23% | 1.93% | 2.82% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 5 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2022 | 12 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 12 |
Cardan Capital Partners, LLC | 12 | 12 | 0.26% | 0.63% | 0.97% | Q4 2018 | Q3 2021 | 12 |
Regent Peak Wealth Advisors LLC | 11 | 1 | 0.06% | 0.27% | 0.47% | Q4 2019 | Q1 2023 | 12 |
HighTower Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.10% | 0.16% | 0.25% | Q1 2021 | Q3 2023 | 11 |
PFG Advisors | 11 | 11 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11 | 11 | 0.01% | 0.22% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Bartlett & Co. LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 11 |
Lido Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q2 2022 | 11 |
Ackerman Capital Advisors, LLC | 11 | 11 | 1.09% | 2.03% | 2.71% | Q2 2020 | Q4 2022 | 11 |
FIFTH THIRD SECURITIES, INC. | 10 | 10 | 0.19% | 0.44% | 1.06% | Q4 2018 | Q1 2021 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
JSF Financial, LLC | 7 | 3 | 0.10% | 0.16% | 0.22% | Q2 2019 | Q4 2021 | 10 |
Innova Wealth Partners | 10 | 10 | 0.24% | 0.31% | 0.36% | Q2 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 7 | 1 | 0.09% | 0.15% | 0.20% | Q1 2019 | Q4 2021 | 10 |
Allen Investment Management, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q2 2022 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Loveless Wealth Management LLC | 9 | 1 | 0.22% | 0.27% | 0.33% | Q4 2019 | Q2 2022 | 10 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Gray Wealth Management Inc. | 9 | 9 | 0.11% | 0.24% | 0.42% | Q1 2020 | Q1 2022 | 9 |
TFG Advisers LLC | 9 | 9 | 0.15% | 0.17% | 0.22% | Q4 2018 | Q4 2020 | 9 |
GeoWealth Management, LLC | 8 | 1 | 0.02% | 0.12% | 0.20% | Q4 2020 | Q1 2023 | 9 |
Blue Chip Partners, LLC | 8 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2022 | 9 |
SVB WEALTH LLC | 9 | 9 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q2 2021 | 9 |
LifePlan Financial Group, Inc | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q3 2020 | 8 |
MY Wealth Management Inc. | 8 | 8 | 0.57% | 2.10% | 4.89% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.07% | 0.19% | Q2 2019 | Q1 2023 | 8 |
PFS INVESTMENTS INC. | 8 | 8 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Sigma Planning Corp | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 0.79% | 1.42% | 2.44% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
CFS Investment Advisory Services, LLC | 8 | 8 | 0.04% | 0.14% | 0.25% | Q4 2021 | Q3 2023 | 8 |
One Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.18% | 0.33% | Q1 2020 | Q4 2021 | 8 |
FinTrust Capital Advisors, LLC | 7 | 1 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q2 2022 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 8 | 8 | 0.10% | 0.28% | 0.62% | Q4 2018 | Q3 2020 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Stokes Family Office, LLC | 6 | 1 | 0.03% | 0.22% | 0.40% | Q4 2021 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 7 |
Sandy Spring Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Trust Co | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2022 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.01% | 0.08% | 0.13% | Q4 2018 | Q1 2021 | 7 |
Financial Architects, Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Howard Capital Management Inc. | 5 | 2 | 0.11% | 0.18% | 0.26% | Q1 2020 | Q4 2021 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.10% | 0.19% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Goodwin Investment Advisory | 7 | 7 | 0.62% | 1.07% | 1.71% | Q1 2022 | Q3 2023 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 7 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.12% | 0.22% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
CCG WEALTH MANAGEMENT, LLC | 6 | 6 | 0.17% | 0.20% | 0.25% | Q4 2018 | Q1 2020 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 6 |
Ameraudi Asset Management, Inc. | 4 | 2 | 0.14% | 0.14% | 0.16% | Q2 2020 | Q3 2023 | 6 |
Running Point Capital Advisors, LLC | 6 | 6 | 0.22% | 0.58% | 0.80% | Q2 2022 | Q3 2023 | 6 |
Faithward Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
TCWP LLC | 6 | 6 | 0.06% | 0.10% | 0.13% | Q4 2021 | Q1 2023 | 6 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 4 | 1 | 0.02% | 0.06% | 0.14% | Q4 2018 | Q1 2021 | 6 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.04% | 0.14% | 0.40% | Q2 2020 | Q1 2023 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Bernicke Wealth Management, Ltd. | 5 | 1 | 0.24% | 0.31% | 0.40% | Q4 2018 | Q2 2020 | 6 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.17% | 0.20% | Q1 2020 | Q2 2021 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
BOKF, NA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 6 |
U S GLOBAL INVESTORS INC | 6 | 6 | 0.03% | 0.36% | 0.82% | Q3 2019 | Q4 2020 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
BCGM Wealth Management, LLC | 6 | 6 | 0.27% | 0.33% | 0.40% | Q4 2020 | Q1 2022 | 6 |
Robertson Stephens Wealth Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2022 | 6 |
Aspire Private Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Apexium Financial, LP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Clark Capital Management Group, Inc. | 5 | 5 | 0.06% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 0.32% | 0.44% | 0.53% | Q4 2020 | Q4 2021 | 5 |
First Western Trust Bank | 5 | 5 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 5 |
1620 INVESTMENT ADVISORS, INC. | 3 | 2 | 1.24% | 1.31% | 1.41% | Q4 2021 | Q3 2023 | 5 |
Dakota Wealth Management | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
QCI ASSET MANAGEMENT INC/NY | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
WEALTHSOURCE PARTNERS, LLC | 3 | 2 | 0.02% | 0.07% | 0.11% | Q2 2019 | Q3 2022 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.04% | 0.07% | 0.21% | Q3 2022 | Q3 2023 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Perennial Advisors, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2021 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.04% | 0.08% | 0.16% | Q3 2019 | Q3 2020 | 5 |
Baldrige Asset Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Advisors Preferred, LLC | 2 | 1 | 0.61% | 2.34% | 5.78% | Q4 2018 | Q2 2023 | 5 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Aveo Capital Partners, LLC | 4 | 4 | 0.28% | 0.56% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2019 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.93% | 1.27% | 1.53% | Q4 2022 | Q3 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Private Wealth Group, LLC | 4 | 4 | 3.72% | 3.86% | 4.08% | Q4 2018 | Q3 2019 | 4 |
ASSET MANAGEMENT CORP /IL/ /ADV | 4 | 4 | 0.14% | 0.15% | 0.19% | Q4 2019 | Q3 2020 | 4 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Salomon & Ludwin, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 4 |
Global Retirement Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.17% | 0.18% | 0.20% | Q4 2018 | Q3 2019 | 4 |
Visionary Wealth Advisors | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 4 |
Highland Financial Advisors, LLC | 4 | 4 | 0.55% | 0.66% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 1.71% | 1.88% | 2.12% | Q4 2022 | Q3 2023 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 4 | 4 | 0.82% | 1.45% | 3.30% | Q4 2018 | Q3 2019 | 4 |
Paulson Wealth Management Inc. | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2018 | Q3 2019 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
JFS WEALTH ADVISORS, LLC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q3 2019 | Q2 2020 | 4 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
1834 INVESTMENT ADVISORS CO | 4 | 4 | 0.07% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
LOWE BROCKENBROUGH & CO INC | 3 | 1 | 0.05% | 0.06% | 0.09% | Q3 2021 | Q3 2022 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SigFig Wealth Management, LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.57% | 0.69% | 0.88% | Q4 2022 | Q3 2023 | 3 |
RMR Wealth Builders | 3 | 3 | 0.22% | 0.30% | 0.37% | Q4 2021 | Q2 2022 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Brown Advisory Securities, LLC | 3 | 3 | 0.06% | 0.10% | 0.13% | Q4 2018 | Q2 2019 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Sargent Investment Group, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
J.W. COLE ADVISORS, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
CYPRESS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.06% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.75% | 0.81% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Geneos Wealth Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Parallax Volatility Advisers, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 3 |
BHF RG Capital Inc. | 3 | 3 | 0.87% | 1.12% | 1.46% | Q2 2020 | Q4 2020 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.51% | 0.62% | 0.80% | Q4 2022 | Q2 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.89% | 0.93% | 0.94% | Q4 2020 | Q2 2021 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
SIGNATUREFD, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q2 2022 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.14% | 0.17% | 0.21% | Q1 2019 | Q3 2019 | 3 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 3 |
American Financial Network Advisory Services LLC | 3 | 3 | 0.32% | 0.34% | 0.37% | Q4 2018 | Q2 2019 | 3 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
BT Wealth Management LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q1 2020 | Q2 2020 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.01% | 0.06% | 0.10% | Q1 2019 | Q2 2019 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ONE Advisory Partners, LLC | 1 | 1 | 0.14% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 2 |
Strategic Blueprint, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q1 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
SELDON CAPITAL LP | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
BANK OF MONTREAL /CAN/ | 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 |
Apollon Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
WealthStone, Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.05% | 0.10% | Q1 2022 | Q3 2022 | 2 |
ASB Consultores, LLC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q2 2022 | 2 |
First Affirmative Financial Network | 2 | 2 | 0.48% | 0.52% | 0.56% | Q3 2021 | Q4 2021 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Simmons Bank | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Coston, McIsaac & Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Idaho Trust Bank | 2 | 2 | 1.57% | 1.58% | 1.59% | Q2 2023 | Q3 2023 | 2 |
TCF National Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 2 |
VISTA INVESTMENT MANAGEMENT | 2 | 2 | 0.21% | 0.22% | 0.24% | Q4 2018 | Q1 2019 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
WATERSHED PRIVATE WEALTH LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Life Planning Partners, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2018 | Q4 2018 | 1 |
Sigma Investment Management Co | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2019 | Q1 2019 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 3.01% | 3.01% | 3.01% | Q1 2019 | Q1 2019 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Atria Investments, Inc | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
NORTHERN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2018 | Q4 2018 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Silver Point Capital L.P. | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2020 | Q1 2020 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Karn, Couzens & Associates, Inc. | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2022 | Q1 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own VANECK VECTORS ETF TR or have owned VANECK VECTORS ETF TR in the past.