Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
MORGAN STANLEY | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Boston Standard Wealth Management, LLC | 20 | 20 | 0.37% | 0.53% | 0.66% | Q1 2019 | Q4 2023 | 20 |
Bartlett & Co. LLC | 16 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2023 | 20 |
Human Investing LLC | 20 | 20 | 0.41% | 0.74% | 0.95% | Q4 2018 | Q3 2023 | 20 |
VANGUARD GROUP INC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 20 | 20 | 0.04% | 3.09% | 6.28% | Q4 2018 | Q3 2023 | 20 |
GOULD ASSET MANAGEMENT LLC /CA/ | 20 | 20 | 0.19% | 0.30% | 0.44% | Q4 2018 | Q3 2023 | 20 |
FLOW TRADERS U.S. LLC | 8 | 4 | 0.08% | 0.72% | 3.26% | Q3 2018 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 13 | 6 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 19 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19 | 19 | 0.04% | 0.12% | 0.23% | Q1 2019 | Q3 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
UBS Group AG | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 17 | 2 | 0.12% | 0.41% | 0.68% | Q4 2018 | Q3 2023 | 19 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 8 | 0.04% | 0.25% | 0.55% | Q1 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 18 |
Caprock Group, LLC | 12 | 6 | 0.02% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 18 |
Creative Planning | 18 | 18 | 0.00% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Financial Architects, Inc | 14 | 4 | 0.01% | 0.18% | 0.32% | Q4 2018 | Q2 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NORTHERN TRUST CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Merriman Wealth Management, LLC | 18 | 18 | 0.04% | 0.35% | 0.74% | Q2 2019 | Q3 2023 | 18 |
Hanson & Doremus Investment Management | 18 | 18 | 0.02% | 0.92% | 2.00% | Q2 2019 | Q3 2023 | 18 |
SCS Capital Management LLC | 18 | 18 | 0.10% | 0.32% | 0.47% | Q2 2019 | Q3 2023 | 18 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
EQUITABLE TRUST CO | 12 | 1 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q2 2023 | 17 |
Geneos Wealth Management Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
White Lighthouse Investment Management Inc. | 17 | 17 | 0.08% | 0.64% | 0.90% | Q3 2019 | Q3 2023 | 17 |
JNBA Financial Advisors | 17 | 17 | 0.01% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 17 |
WEBSTER BANK, N. A. | 17 | 17 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Orgel Wealth Management, LLC | 17 | 17 | 0.14% | 1.32% | 3.70% | Q3 2019 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Diversified Portfolios, Inc. | 17 | 17 | 1.10% | 1.60% | 2.12% | Q3 2019 | Q3 2023 | 17 |
Sageworth Trust Co | 17 | 17 | 0.01% | 0.05% | 0.12% | Q3 2019 | Q3 2023 | 17 |
McCarthy Grittinger Financial Group, LLC | 17 | 17 | 0.07% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Hardy Reed LLC | 16 | 16 | 0.08% | 0.14% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Smithfield Trust Co | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
CWM, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 16 | 16 | 0.00% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Monterey Private Wealth, Inc. | 16 | 16 | 0.20% | 0.53% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Stewardship Advisors, LLC | 16 | 16 | 0.69% | 2.03% | 3.81% | Q4 2019 | Q3 2023 | 16 |
Crewe Advisors LLC | 16 | 16 | 0.82% | 3.44% | 7.17% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.04% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
HighTower Advisors, LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.03% | 0.14% | Q2 2019 | Q1 2023 | 16 |
AMERIPRISE FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Baird Financial Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
One Day In July LLC | 15 | 15 | 0.10% | 0.23% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Roble, Belko & Company, Inc | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 15 | 15 | 0.07% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
RETIREMENT CAPITAL STRATEGIES | 15 | 15 | 0.33% | 0.72% | 1.35% | Q4 2018 | Q2 2022 | 15 |
BANK OF MONTREAL /CAN/ | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Global Strategic Investment Solutions, LLC | 15 | 15 | 0.05% | 0.13% | 0.18% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY TRUST CO | 15 | 15 | 0.06% | 0.10% | 0.22% | Q1 2020 | Q3 2023 | 15 |
NOTTINGHAM ADVISORS, INC. | 15 | 15 | 0.04% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Garde Capital, Inc. | 15 | 15 | 0.24% | 0.30% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Tortoise Investment Management, LLC | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BLUESTEM FINANCIAL ADVISORS, LLC | 14 | 14 | 0.27% | 1.12% | 1.63% | Q2 2020 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.03% | 0.07% | 0.15% | Q2 2020 | Q3 2023 | 14 |
SPINNAKER TRUST | 14 | 14 | 0.84% | 0.97% | 1.14% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Rothschild & Co Wealth Management UK Ltd | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
LexAurum Advisors, LLC | 14 | 14 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
MBE Wealth Management, LLC | 14 | 14 | 0.36% | 0.52% | 0.68% | Q2 2020 | Q3 2023 | 14 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 12 | 2 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 14 |
Haverford Trust Co | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Affinity Capital Advisors, LLC | 10 | 4 | 0.08% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CUTLER INVESTMENT COUNSEL LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Linscomb & Williams, Inc. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
CPWM, LLC | 10 | 3 | 0.13% | 0.19% | 0.24% | Q4 2018 | Q2 2022 | 13 |
Ledyard National Bank | 13 | 13 | 0.10% | 0.18% | 0.32% | Q3 2020 | Q3 2023 | 13 |
RFG Advisory, LLC | 13 | 13 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Baldrige Asset Management LLC | 8 | 5 | 0.20% | 0.27% | 0.34% | Q4 2019 | Q1 2023 | 13 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.03% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.03% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Corrigan Financial, Inc. | 13 | 13 | 0.10% | 0.20% | 0.26% | Q3 2020 | Q3 2023 | 13 |
FMR LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 9 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 13 |
Apella Capital, LLC | 10 | 3 | 0.18% | 0.44% | 0.56% | Q3 2020 | Q4 2023 | 13 |
PRIO WEALTH LIMITED PARTNERSHIP | 10 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
AdvisorNet Financial, Inc | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Autus Asset Management, LLC | 13 | 13 | 0.03% | 0.09% | 0.13% | Q4 2019 | Q4 2022 | 13 |
SENTINEL TRUST CO LBA | 13 | 13 | 0.06% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 13 |
MARSHALL FINANCIAL GROUP INC /ADV | 13 | 13 | 0.14% | 0.25% | 0.38% | Q3 2020 | Q3 2023 | 13 |
D.A. DAVIDSON & CO. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FINANCIAL COUNSELORS INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Column Capital Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Brickley Wealth Management | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
BerganKDV Wealth Management, LLC | 12 | 12 | 0.00% | 0.11% | 0.21% | Q3 2020 | Q2 2023 | 12 |
ST GERMAIN D J CO INC | 9 | 3 | 0.03% | 0.10% | 0.30% | Q4 2020 | Q4 2023 | 12 |
Resonant Capital Advisors, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
GenTrust, LLC | 9 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 12 |
Optas, LLC | 12 | 12 | 0.08% | 0.52% | 0.92% | Q4 2020 | Q3 2023 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 0.17% | 1.07% | 2.67% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 8 | 4 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.27% | 0.31% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Platt Investment Counsel, LLC | 12 | 12 | 12.59% | 20.20% | 25.44% | Q4 2020 | Q3 2023 | 12 |
TIEDEMANN ADVISORS, LLC | 7 | 2 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.41% | 0.80% | 0.93% | Q4 2020 | Q3 2023 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.01% | 0.03% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Veritable, L.P. | 12 | 12 | 0.01% | 0.03% | 0.18% | Q3 2020 | Q2 2023 | 12 |
Boston Trust Walden Corp | 12 | 12 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 11 | 11 | 0.15% | 0.25% | 0.37% | Q4 2020 | Q2 2023 | 11 |
TRUIST FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sargent Bickham Lagudis LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
GOLDMAN SACHS GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 6 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 11 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2022 | 11 |
Foster Group, Inc. | 11 | 11 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Vista Private Wealth Partners. LLC | 10 | 1 | 0.12% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 11 |
Newton One Investments LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.75% | 1.11% | 1.52% | Q4 2020 | Q3 2023 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
HUNTINGTON NATIONAL BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.48% | 0.56% | 0.66% | Q4 2020 | Q3 2023 | 11 |
AllSquare Wealth Management LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Parcion Private Wealth LLC | 10 | 10 | 0.02% | 0.32% | 0.58% | Q1 2020 | Q2 2022 | 10 |
Refined Wealth Management | 10 | 10 | 3.70% | 8.49% | 11.91% | Q2 2021 | Q3 2023 | 10 |
EP Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 10 |
Ameraudi Asset Management, Inc. | 9 | 1 | 0.09% | 0.13% | 0.19% | Q4 2019 | Q2 2022 | 10 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
FIRST UNITED BANK & TRUST | 10 | 10 | 0.25% | 0.41% | 0.64% | Q2 2021 | Q3 2023 | 10 |
Betterment LLC | 10 | 10 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Kistler-Tiffany Companies, LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q2 2023 | 10 |
OLD MISSION CAPITAL LLC | 7 | 3 | 0.01% | 0.08% | 0.18% | Q1 2021 | Q3 2023 | 10 |
APPLETON PARTNERS INC/MA | 10 | 10 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2023 | 10 |
Facet Wealth, Inc. | 10 | 10 | 0.31% | 0.52% | 0.63% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.01% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Hall Kathryn A. | 9 | 9 | 0.68% | 0.84% | 0.96% | Q3 2021 | Q3 2023 | 9 |
People's United Financial, Inc. | 9 | 9 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q1 2022 | 9 |
Annapolis Financial Services, LLC | 7 | 2 | 0.02% | 0.25% | 0.76% | Q2 2021 | Q3 2023 | 9 |
Well Done, LLC | 8 | 1 | 0.05% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Elmwood Wealth Management, Inc. | 4 | 1 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q4 2021 | 9 |
Cedar Brook Financial Partners, LLC | 9 | 9 | 0.06% | 0.09% | 0.13% | Q1 2020 | Q1 2022 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Maryland Capital Management | 9 | 9 | 0.02% | 0.05% | 0.06% | Q3 2020 | Q3 2022 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 4.45% | 6.13% | 7.60% | Q3 2020 | Q2 2023 | 9 |
CITIGROUP INC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.22% | 0.40% | 0.48% | Q4 2021 | Q4 2023 | 9 |
McIlrath & Eck, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Brio Consultants, LLC | 9 | 9 | 0.05% | 0.09% | 0.10% | Q2 2020 | Q2 2022 | 9 |
M Financial Asset Management, Inc. | 8 | 8 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q1 2023 | 8 |
LIBRA WEALTH LLC | 8 | 8 | 0.05% | 1.60% | 4.86% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2011 | Q3 2023 | 8 |
KilterHowling LLC | 8 | 8 | 0.26% | 0.30% | 0.38% | Q4 2021 | Q3 2023 | 8 |
DAVIS R M INC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CGN Advisors LLC | 8 | 8 | 0.16% | 0.23% | 0.35% | Q1 2022 | Q4 2023 | 8 |
RWA WEALTH PARTNERS, LLC | 8 | 8 | 0.01% | 0.15% | 0.42% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Pure Financial Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.24% | 0.49% | 0.89% | Q4 2021 | Q3 2023 | 8 |
CBIZ Investment Advisory Services, LLC | 5 | 3 | 0.00% | 0.66% | 2.66% | Q1 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 8 |
Cerity Partners LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 1.04% | 1.16% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.23% | 0.33% | 0.45% | Q4 2021 | Q3 2023 | 8 |
First Horizon Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Richard Bernstein Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Goldstein Munger & Associates | 8 | 8 | 0.07% | 0.07% | 0.08% | Q3 2020 | Q2 2022 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.23% | 0.30% | 0.42% | Q4 2021 | Q3 2023 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 1.04% | 1.67% | 2.28% | Q4 2021 | Q3 2023 | 8 |
Family CFO Inc | 8 | 8 | 0.23% | 0.51% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 0.62% | 1.02% | 1.48% | Q4 2021 | Q3 2023 | 8 |
Northland Capital Management LLC | 8 | 8 | 1.34% | 3.69% | 6.34% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.21% | 0.27% | 0.31% | Q3 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 7 | 1 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q2 2023 | 8 |
JPMORGAN CHASE & CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.94% | 1.09% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.38% | 0.58% | 0.88% | Q4 2021 | Q3 2023 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
IFP Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
RS CRUM INC. | 8 | 8 | 0.12% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 7 | 7 | 0.24% | 0.46% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Financial Group, LLC / IL | 4 | 3 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 7 |
Better Money Decisions, LLC | 7 | 7 | 0.19% | 0.26% | 0.36% | Q1 2021 | Q3 2022 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.59% | 1.60% | 2.00% | Q4 2021 | Q2 2023 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Edge Capital Group, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 7 |
Dakota Wealth Management | 7 | 7 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q2 2022 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DeDora Capital, Inc. | 7 | 7 | 0.50% | 0.71% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Level Financial Advisors | 7 | 7 | 0.14% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
NORTHEAST INVESTMENT MANAGEMENT | 7 | 7 | 0.06% | 0.16% | 0.28% | Q4 2020 | Q2 2022 | 7 |
GLENMEDE TRUST CO NA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Firestone Capital Management | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2021 | 7 |
BlackRock Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 7 |
PINNACLE ASSOCIATES LTD | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Karpus Management, Inc. | 7 | 7 | 0.06% | 0.44% | 0.66% | Q4 2020 | Q2 2022 | 7 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Johnson Bixby & Associates, LLC | 6 | 6 | 0.06% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Bristlecone Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
DOWLING & YAHNKE LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2022 | 6 |
MISSION WEALTH MANAGEMENT, LP | 5 | 1 | 0.02% | 0.20% | 0.34% | Q1 2022 | Q3 2023 | 6 |
Angeles Investment Advisors, LLC | 6 | 6 | 0.20% | 0.69% | 1.36% | Q2 2022 | Q3 2023 | 6 |
TCG Advisory Services, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
US BANCORP \DE\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
CJM Wealth Advisers, Ltd. | 3 | 3 | 0.11% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Arkos Global Advisors | 6 | 6 | 0.06% | 0.14% | 0.17% | Q4 2020 | Q1 2022 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 1.14% | 1.27% | 1.45% | Q2 2022 | Q3 2023 | 6 |
Personal Capital Advisors Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Zhang Financial LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
THOMAS WHITE INTERNATIONAL LTD | 6 | 6 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Frontier Wealth Management LLC | 5 | 1 | 0.02% | 0.13% | 0.30% | Q1 2020 | Q2 2022 | 6 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Harborview Advisors, LLC | 5 | 5 | 0.18% | 0.37% | 0.53% | Q1 2019 | Q1 2020 | 5 |
Truepoint, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BINGHAM OSBORN & SCARBOROUGH LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q3 2021 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Aspire Wealth Management Corp | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 0.20% | 0.31% | 0.36% | Q4 2020 | Q4 2021 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
PDS Planning, Inc | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Wealthsimple US, Ltd. | 5 | 5 | 14.29% | 15.77% | 17.36% | Q1 2020 | Q1 2021 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
FRANKLIN RESOURCES INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Braun-Bostich & Associates Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 4 |
VISTA CAPITAL PARTNERS, INC. | 4 | 4 | 0.20% | 0.24% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Rice Partnership, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.13% | 0.26% | Q4 2022 | Q3 2023 | 4 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.24% | 0.26% | 0.28% | Q4 2021 | Q2 2023 | 4 |
IFG Advisors, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Brouwer & Janachowski, LLC | 4 | 4 | 0.05% | 0.11% | 0.18% | Q4 2020 | Q3 2021 | 4 |
DOHJ, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.14% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Round Table Services, LLC | 4 | 4 | 0.04% | 0.09% | 0.13% | Q4 2021 | Q3 2022 | 4 |
HBK Sorce Advisory LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Trellis Advisors, LLC | 4 | 4 | 0.11% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Symmetry Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Piscataqua Savings Bank | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
JFS WEALTH ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lansing Street Advisors | 4 | 4 | 0.14% | 0.16% | 0.18% | Q3 2022 | Q2 2023 | 4 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
O'Brien Wealth Partners LLC | 4 | 4 | 0.09% | 0.17% | 0.26% | Q1 2022 | Q4 2022 | 4 |
FORVIS Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.38% | 0.42% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Sterling Group Wealth Management, LLC | 4 | 4 | 0.66% | 0.77% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q2 2023 | 4 |
Financial Network Wealth Management LLC | 4 | 4 | 0.87% | 0.92% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Destination Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 4 |
ADIRONDACK TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Strategic Point Investment Advisors, LLC | 2 | 2 | 0.09% | 0.16% | 0.24% | Q3 2019 | Q3 2023 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Elwood & Goetz Wealth Advisory Group, LLC | 2 | 1 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q1 2023 | 3 |
West Coast Financial LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Valmark Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Renaissance Technologies | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bragg Financial Advisors, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Capstone Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
LifeGuide Financial Advisors, LLC | 3 | 3 | 1.10% | 2.14% | 2.92% | Q1 2023 | Q3 2023 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Walkner Condon Financial Advisors LLC | 2 | 1 | 0.08% | 0.11% | 0.16% | Q1 2021 | Q4 2021 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Running Point Capital Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Arbor Investment Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 3 |
Fingerlakes Wealth Management, Inc. | 3 | 3 | 0.26% | 0.27% | 0.28% | Q1 2023 | Q3 2023 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stearns Financial Services Group | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2020 | Q3 2020 | 3 |
SIGMA INVESTMENT COUNSELORS INC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q3 2019 | Q1 2020 | 3 |
SVA Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Intergy Private Wealth, LLC | 2 | 1 | 0.10% | 0.13% | 0.16% | Q2 2022 | Q2 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
TFO Wealth Partners, LLC | 3 | 3 | 0.06% | 0.10% | 0.14% | Q1 2022 | Q3 2022 | 3 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Carr Financial Group Corp | 3 | 3 | 0.20% | 0.40% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Fountainhead AM, LLC | 2 | 1 | 0.09% | 0.12% | 0.18% | Q4 2021 | Q3 2022 | 3 |
Redwood Investment Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Hemington Wealth Management | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2022 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.64% | 0.70% | 0.80% | Q3 2019 | Q1 2020 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NorthLanding Financial Partners, LLC | 3 | 3 | 0.26% | 0.42% | 0.51% | Q3 2022 | Q1 2023 | 3 |
Keel Point, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q2 2021 | 3 |
REGATTA CAPITAL GROUP, LLC | 2 | 1 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q1 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Clarius Group, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q3 2022 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.07% | 0.28% | 0.49% | Q1 2023 | Q2 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Greenspring Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Morling Financial Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Flower City Capital | 2 | 2 | 0.17% | 0.22% | 0.26% | Q4 2021 | Q1 2022 | 2 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Five Oceans Advisors | 1 | 1 | 0.30% | 1.02% | 1.74% | Q4 2021 | Q2 2022 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Pathway Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q1 2021 | 2 |
Qube Research & Technologies Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 0.48% | 0.50% | 0.52% | Q2 2023 | Q3 2023 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
WFA Asset Management Corp | 2 | 2 | 0.36% | 0.38% | 0.39% | Q1 2022 | Q2 2022 | 2 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
BFSG, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2023 | Q3 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Passive Capital Management, LLC. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Financial Alternatives, Inc | 2 | 2 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q2 2023 | 2 |
BRIGGS ADVISORY GROUP, INC. | 2 | 2 | 0.36% | 0.38% | 0.40% | Q4 2021 | Q1 2022 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Prostatis Group LLC | 1 | 1 | 2.09% | 2.44% | 2.80% | Q4 2019 | Q3 2020 | 2 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Opes Wealth Management LLC | 2 | 2 | 0.11% | 0.16% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
McLean Asset Management Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Benchmark Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Schwab Charitable Fund | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ASSETMARK, INC | 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 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Abacus Wealth Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2022 | Q1 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
&PARTNERS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Unconventional Investor, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q1 2022 | Q1 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FD or have owned VANGUARD WORLD FD in the past.