Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 54 |
Ifrah Financial Services, Inc. | 42 | 42 | 0.71% | 0.84% | 1.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.67% | 1.47% | 2.29% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.54% | 1.52% | 2.33% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.29% | 2.14% | 4.66% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.58% | 1.06% | 1.58% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 41 | 41 | 0.01% | 0.06% | 0.15% | Q3 2013 | Q3 2023 | 41 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.03% | 0.16% | 0.39% | Q2 2013 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 41 | 41 | 0.09% | 0.40% | 0.84% | Q3 2013 | Q3 2023 | 41 |
Avior Wealth Management, LLC | 40 | 40 | 0.60% | 2.92% | 7.74% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.20% | 0.55% | 1.68% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 2.33% | 3.76% | 4.81% | Q4 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 1 | 0.00% | 0.15% | 0.24% | Q4 2013 | Q3 2023 | 38 |
BESSEMER GROUP INC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
M&T BANK CORP | 21 | 15 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 36 |
NORTHERN TRUST CORP | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.03% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 36 |
SPINNAKER TRUST | 31 | 5 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 36 |
Private Advisor Group, LLC | 33 | 3 | 0.02% | 0.06% | 0.11% | Q3 2014 | Q3 2023 | 36 |
VICUS CAPITAL | 36 | 36 | 0.06% | 0.18% | 0.42% | Q4 2014 | Q3 2023 | 36 |
DUNCKER STREETT & CO INC | 20 | 16 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
Blue Edge Capital, LLC | 23 | 12 | 1.00% | 3.41% | 6.35% | Q2 2014 | Q3 2023 | 35 |
ASSETMARK, INC | 34 | 34 | 0.01% | 2.58% | 5.07% | Q2 2015 | Q3 2023 | 34 |
Capital Advantage, Inc. | 17 | 5 | 3.16% | 4.56% | 7.57% | Q4 2014 | Q3 2023 | 34 |
GOLDMAN SACHS GROUP INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 34 |
Alexandria Capital, LLC | 19 | 14 | 0.70% | 1.59% | 2.94% | Q2 2013 | Q3 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.01% | 0.06% | 0.15% | Q3 2015 | Q3 2023 | 33 |
BANK OF MONTREAL /CAN/ | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Horizon Investment Services, LLC | 31 | 31 | 0.14% | 0.52% | 1.20% | Q1 2016 | Q3 2023 | 31 |
First Personal Financial Services | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
ETRADE Capital Management LLC | 30 | 30 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2020 | 30 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 30 | 30 | 0.36% | 1.01% | 1.45% | Q2 2016 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 29 |
Plancorp, LLC | 28 | 1 | 0.03% | 0.15% | 0.53% | Q4 2015 | Q3 2023 | 29 |
SIGNATUREFD, LLC | 23 | 2 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 29 |
First Heartland Consultants, Inc. | 26 | 1 | 0.02% | 0.46% | 1.38% | Q1 2015 | Q3 2022 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.11% | 0.30% | Q2 2014 | Q3 2023 | 29 |
Greytown Advisors Inc. | 28 | 28 | 9.28% | 12.29% | 16.74% | Q4 2016 | Q3 2023 | 28 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Cetera Advisors LLC | 10 | 8 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 27 |
Fusion Family Wealth LLC | 27 | 27 | 0.04% | 0.07% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Cetera Investment Advisers | 27 | 27 | 0.01% | 0.07% | 0.19% | Q1 2017 | Q3 2023 | 27 |
FMR LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.06% | 0.21% | Q2 2017 | Q3 2023 | 26 |
ENTERPRISE FINANCIAL SERVICES CORP | 25 | 25 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q2 2020 | 25 |
Creative Planning | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 4 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2019 | 25 |
Alpha Cubed Investments, LLC | 25 | 25 | 0.08% | 0.24% | 0.39% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.09% | 0.23% | 0.33% | Q4 2017 | Q3 2023 | 24 |
Citadel Advisors | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 6.22% | 8.78% | 10.92% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 14 | 9 | 0.97% | 2.32% | 3.98% | Q4 2017 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
BANK OF HAWAII | 23 | 23 | 0.05% | 0.11% | 0.15% | Q1 2018 | Q3 2023 | 23 |
RELIANCE TRUST CO | 23 | 23 | 0.67% | 8.47% | 16.68% | Q2 2013 | Q4 2018 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
BDO Wealth Advisors, LLC | 22 | 1 | 0.18% | 0.41% | 0.96% | Q2 2017 | Q2 2023 | 23 |
Wealthcare Advisory Partners LLC | 13 | 9 | 0.00% | 0.57% | 1.36% | Q1 2018 | Q3 2023 | 22 |
PLANNING DIRECTIONS INC | 14 | 8 | 3.37% | 4.44% | 5.31% | Q1 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 22 |
Aveo Capital Partners, LLC | 11 | 1 | 0.09% | 0.14% | 0.26% | Q4 2017 | Q3 2023 | 22 |
MGO ONE SEVEN LLC | 20 | 2 | 0.01% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 22 |
Advisory Services Network, LLC | 9 | 2 | 0.00% | 0.03% | 0.14% | Q4 2014 | Q1 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 16 | 1 | 0.01% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 22 |
Pinion Investment Advisors, LLC | 19 | 2 | 0.25% | 1.15% | 2.19% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.39% | 0.60% | 0.78% | Q1 2017 | Q3 2023 | 21 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 21 |
WESBANCO BANK INC | 11 | 4 | 0.11% | 0.21% | 0.28% | Q1 2018 | Q3 2023 | 21 |
FLAGSHIP HARBOR ADVISORS, LLC | 17 | 4 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
AllSquare Wealth Management LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 21 |
AE Wealth Management LLC | 19 | 2 | 0.02% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.07% | 0.11% | Q4 2017 | Q3 2022 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q4 2022 | 20 |
McKinley Carter Wealth Services, Inc. | 20 | 20 | 0.05% | 0.51% | 1.98% | Q2 2013 | Q1 2018 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 2.62% | 10.48% | 17.99% | Q4 2018 | Q3 2023 | 20 |
VANGUARD GROUP INC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 20 |
JOHNSON INVESTMENT COUNSEL INC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.03% | 0.07% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.07% | 0.10% | 0.19% | Q4 2018 | Q3 2023 | 20 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 12 | 7 | 0.02% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 19 |
Sigma Planning Corp | 19 | 19 | 0.02% | 0.07% | 0.18% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Matthew Goff Investment Advisor, LLC | 14 | 5 | 0.33% | 0.45% | 0.80% | Q3 2017 | Q3 2023 | 19 |
Aspire Private Capital, LLC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Strategic Investment Advisors / MI | 18 | 18 | 0.60% | 2.54% | 6.60% | Q2 2019 | Q3 2023 | 18 |
PLIMOTH TRUST CO LLC | 18 | 18 | 0.18% | 0.22% | 0.26% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
M Holdings Securities, Inc. | 11 | 1 | 0.02% | 0.12% | 0.21% | Q3 2016 | Q2 2023 | 18 |
Global Retirement Partners, LLC | 7 | 5 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 18 |
Kovitz Investment Group Partners, LLC | 15 | 3 | 0.00% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2022 | 18 |
Thomasville National Bank | 18 | 18 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q1 2023 | 18 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.14% | 0.28% | Q3 2019 | Q3 2023 | 17 |
B. Riley Wealth Advisors, Inc. | 14 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 17 |
Asset Planning Services, Ltd. | 17 | 17 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q3 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
PrairieView Partners, LLC | 17 | 17 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
MYCIO WEALTH PARTNERS, LLC | 16 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 17 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2020 | 17 |
LWS Wealth Advisors, Inc. | 16 | 16 | 0.24% | 0.31% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Csenge Advisory Group | 10 | 1 | 0.01% | 0.09% | 0.30% | Q3 2017 | Q3 2023 | 16 |
Brinker Capital Investments, LLC | 13 | 3 | 0.00% | 0.11% | 0.53% | Q2 2014 | Q4 2019 | 16 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.10% | 0.23% | Q3 2014 | Q4 2021 | 16 |
Secure Asset Management, LLC | 16 | 16 | 0.10% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.65% | 1.09% | 2.37% | Q4 2019 | Q3 2023 | 16 |
HILLTOP WEALTH ADVISORS, LLC | 16 | 16 | 1.37% | 1.76% | 2.65% | Q4 2019 | Q3 2023 | 16 |
Voya Financial Advisors, Inc. | 16 | 16 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q4 2019 | 16 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 15 | 15 | 0.22% | 0.69% | 1.26% | Q1 2020 | Q3 2023 | 15 |
Concorde Asset Management, LLC | 12 | 1 | 0.12% | 0.62% | 1.35% | Q3 2018 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 0.30% | 0.38% | 0.54% | Q4 2019 | Q3 2023 | 15 |
Procyon Advisors, LLC | 15 | 15 | 0.45% | 1.22% | 2.10% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q2 2023 | 15 |
TRUIST FINANCIAL CORP | 9 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 15 | 15 | 0.03% | 0.08% | 0.38% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.08% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.65% | 1.29% | 1.94% | Q1 2020 | Q3 2023 | 15 |
Bernardo Wealth Planning LLC | 15 | 15 | 0.59% | 7.77% | 11.30% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Western Wealth Management, LLC | 8 | 7 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Koshinski Asset Management, Inc. | 13 | 1 | 0.03% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 15 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 14 | 14 | 0.62% | 1.35% | 5.10% | Q2 2020 | Q3 2023 | 14 |
UNIVEST FINANCIAL Corp | 14 | 14 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.03% | 0.26% | 0.64% | Q2 2020 | Q3 2023 | 14 |
WealthOne, LLC | 7 | 1 | 0.02% | 0.28% | 0.61% | Q4 2018 | Q2 2023 | 14 |
NORTHERN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.12% | 0.64% | 1.50% | Q3 2015 | Q4 2018 | 14 |
Raab & Moskowitz Asset Management LLC | 12 | 1 | 0.03% | 0.15% | 0.22% | Q3 2018 | Q3 2023 | 14 |
Allworth Financial LP | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 14 |
MV CAPITAL MANAGEMENT, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 13 |
Retirement Group, LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Nicholas Hoffman & Company, LLC. | 12 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 13 |
JFS WEALTH ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.12% | 0.21% | Q3 2020 | Q3 2023 | 13 |
FIRST NATIONAL BANK OF OMAHA | 8 | 5 | 0.03% | 0.07% | 0.15% | Q3 2014 | Q3 2023 | 13 |
OneDigital Investment Advisors LLC | 9 | 4 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q1 2022 | 13 |
Ferris Capital, LLC | 10 | 3 | 0.37% | 0.92% | 2.19% | Q4 2018 | Q1 2022 | 13 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13 | 13 | 0.07% | 0.21% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Select Asset Management & Trust | 12 | 12 | 3.24% | 9.43% | 16.88% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 1.83% | 2.08% | 2.50% | Q4 2020 | Q3 2023 | 12 |
Cresset Asset Management, LLC | 9 | 3 | 0.00% | 0.04% | 0.24% | Q3 2020 | Q3 2023 | 12 |
Holloway Wealth Management, LLC | 12 | 12 | 0.03% | 0.03% | 0.06% | Q2 2019 | Q1 2022 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.11% | 0.50% | 1.63% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Richard P Slaughter Associates Inc | 12 | 12 | 0.56% | 1.17% | 1.64% | Q1 2021 | Q4 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Zeit Capital LLC | 12 | 12 | 19.19% | 20.72% | 22.75% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 4.32% | 4.96% | 5.54% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.81% | 1.28% | 2.08% | Q4 2020 | Q3 2023 | 12 |
EP Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.06% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Capital Planning LLC | 12 | 12 | 2.55% | 3.00% | 3.68% | Q4 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.16% | 0.24% | 0.42% | Q4 2020 | Q3 2023 | 12 |
CALTON & ASSOCIATES, INC. | 7 | 5 | 0.05% | 0.32% | 0.88% | Q1 2020 | Q2 2023 | 12 |
Kistler-Tiffany Companies, LLC | 12 | 12 | 0.05% | 0.51% | 0.73% | Q3 2020 | Q2 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 4 | 0.03% | 0.12% | 0.33% | Q3 2020 | Q3 2023 | 12 |
Evercore Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 12 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 12 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.03% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.14% | 0.49% | 0.68% | Q4 2020 | Q3 2023 | 12 |
FRANKLIN RESOURCES INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
Mariner, LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.93% | 1.13% | 1.65% | Q4 2020 | Q3 2023 | 12 |
TRUEWEALTH LLC | 11 | 11 | 0.15% | 0.17% | 0.18% | Q4 2017 | Q2 2020 | 11 |
First Allied Advisory Services, Inc. | 10 | 1 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q3 2020 | 11 |
WNY Asset Management, LLC | 11 | 11 | 0.42% | 4.61% | 8.59% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
Geneos Wealth Management Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Laurel Wealth Advisors, Inc. | 11 | 11 | 0.45% | 0.56% | 0.68% | Q2 2018 | Q4 2020 | 11 |
Silicon Valley Capital Partners | 11 | 11 | 0.33% | 3.38% | 7.70% | Q1 2021 | Q3 2023 | 11 |
RELIANCE TRUST CO OF DELAWARE | 11 | 11 | 0.05% | 0.06% | 0.08% | Q3 2016 | Q1 2019 | 11 |
Atria Investments, Inc | 7 | 4 | 0.02% | 0.09% | 0.24% | Q1 2019 | Q3 2023 | 11 |
Tranquility Partners, LLC | 11 | 11 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q2 2023 | 11 |
Angeles Investment Advisors, LLC | 11 | 11 | 0.04% | 0.16% | 0.51% | Q4 2018 | Q2 2021 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
Jacobi Capital Management LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 11 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 3 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q3 2022 | 11 |
MEANS INVESTMENT CO., INC. | 11 | 11 | 2.22% | 3.77% | 5.35% | Q1 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 11 | 11 | 0.05% | 0.17% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Legal & General Group Plc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 11 |
VSR Financial Services, Inc. | 11 | 11 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q4 2015 | 11 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 11 | 11 | 0.06% | 0.09% | 0.16% | Q2 2020 | Q4 2022 | 11 |
Simplicity Solutions, LLC | 11 | 11 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q4 2020 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.40% | 0.51% | 0.63% | Q4 2018 | Q2 2021 | 11 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 10 |
Founders Financial Alliance, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.06% | 0.17% | Q4 2020 | Q1 2023 | 10 |
Baird Financial Group, Inc. | 7 | 3 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 10 |
Visionary Wealth Advisors | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
QS Investors, LLC | 6 | 1 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q2 2021 | 10 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.35% | 0.96% | 2.19% | Q2 2021 | Q3 2023 | 10 |
NATIONAL PLANNING CORP | 7 | 1 | 0.01% | 0.06% | 0.12% | Q4 2013 | Q3 2017 | 10 |
Stratos Wealth Partners, LTD. | 7 | 1 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 10 |
BOKF, NA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 10 |
Carroll Financial Associates, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 10 |
VALLEY WEALTH MANAGERS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 10 |
Ameritas Investment Company, LLC | 10 | 10 | 0.01% | 0.09% | 0.30% | Q2 2019 | Q3 2021 | 10 |
Timber Hill LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.07% | 0.30% | 0.59% | Q2 2021 | Q3 2023 | 10 |
Sequoia Financial Advisors, LLC | 10 | 10 | 0.82% | 1.07% | 1.24% | Q2 2021 | Q3 2023 | 10 |
McClarren Financial Advisors, Inc. | 5 | 4 | 0.03% | 0.18% | 0.45% | Q2 2021 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Spire Wealth Management | 6 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 5 | 4 | 0.02% | 0.64% | 1.25% | Q3 2017 | Q2 2020 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.04% | 0.08% | 0.19% | Q3 2021 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.87% | 1.47% | Q4 2019 | Q3 2023 | 9 |
Bell Bank | 9 | 9 | 0.04% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Hilltop Holdings Inc. | 5 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Cornerstone Management, Inc. | 9 | 9 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2023 | 9 |
Pensionmark Financial Group, LLC | 9 | 9 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q2 2021 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.08% | 1.77% | 2.30% | Q4 2020 | Q4 2022 | 9 |
Cadence Bank | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
GPS Wealth Strategies Group, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.01% | 0.21% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Homrich & Berg | 8 | 8 | 0.01% | 0.11% | 0.18% | Q4 2019 | Q3 2021 | 8 |
HUNTINGTON NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
BLUESTEIN R H & CO LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
V Wealth Advisors LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q2 2023 | 8 |
Wharton Business Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Virtue Capital Management, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q2 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 8.30% | 9.37% | 11.44% | Q4 2019 | Q3 2021 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 4.32% | 5.43% | 6.54% | Q4 2021 | Q3 2023 | 8 |
Avant Capital LLC | 8 | 8 | 3.15% | 3.47% | 3.66% | Q4 2021 | Q3 2023 | 8 |
HOWE & RUSLING INC | 7 | 1 | 0.01% | 0.15% | 0.26% | Q1 2016 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Hudock, Inc. | 6 | 1 | 0.00% | 0.20% | 0.73% | Q3 2018 | Q3 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q1 2016 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.43% | 0.90% | 1.76% | Q4 2021 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PRUDENTIAL FINANCIAL INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Valeo Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.01% | 0.20% | 0.25% | Q3 2020 | Q3 2023 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Crescent Grove Advisors, LLC | 8 | 8 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
1900 WEALTH MANAGEMENT LLC | 8 | 8 | 0.04% | 0.06% | 0.13% | Q2 2021 | Q1 2023 | 8 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Pathway Financial Advisors LLC | 8 | 8 | 0.18% | 0.28% | 0.34% | Q4 2017 | Q3 2019 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 1.96% | 2.95% | 3.57% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.40% | 0.48% | 0.51% | Q1 2021 | Q3 2023 | 8 |
Column Capital Advisors, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
High Net Worth Advisory Group LLC | 7 | 7 | 0.12% | 0.23% | 0.29% | Q2 2022 | Q4 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.71% | 1.04% | 1.94% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.04% | 0.09% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Financial Advocates Investment Management | 7 | 7 | 0.26% | 0.52% | 0.67% | Q4 2017 | Q2 2019 | 7 |
BOYS ARNOLD & CO INC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q3 2018 | Q1 2020 | 7 |
Equitable Holdings, Inc. | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.06% | 0.61% | 1.26% | Q1 2022 | Q3 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 7 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.68% | 0.97% | 1.27% | Q1 2022 | Q3 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
CVA Family Office, LLC | 7 | 7 | 0.06% | 0.63% | 0.88% | Q1 2022 | Q3 2023 | 7 |
9258 Wealth Management, LLC | 7 | 7 | 0.08% | 1.20% | 1.86% | Q1 2022 | Q3 2023 | 7 |
City State Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BCS Wealth Management | 6 | 1 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q1 2022 | 7 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 7 | 7 | 2.07% | 4.03% | 5.14% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Concepts LLC | 4 | 1 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 7 |
GeoWealth Management, LLC | 6 | 1 | 0.02% | 0.13% | 0.29% | Q3 2021 | Q3 2023 | 7 |
Bartlett & Co. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Bouchey Financial Group Ltd | 7 | 7 | 1.52% | 3.14% | 4.74% | Q2 2020 | Q4 2021 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.00% | 0.17% | 0.79% | Q1 2022 | Q3 2023 | 7 |
New England Private Wealth Advisors LLC | 4 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 7 | 7 | 0.12% | 0.19% | 0.26% | Q1 2020 | Q3 2021 | 7 |
Johnson Bixby & Associates, LLC | 4 | 1 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 7 |
WBH ADVISORY INC | 4 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Keystone Financial Group | 5 | 2 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 7 |
PFG Private Wealth Management, LLC | 7 | 7 | 0.00% | 4.88% | 10.11% | Q1 2022 | Q3 2023 | 7 |
Johanson Financial Advisors, Inc. | 7 | 7 | 0.17% | 0.34% | 0.66% | Q2 2020 | Q4 2021 | 7 |
Key FInancial Inc | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
EATON VANCE MANAGEMENT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 6 |
WADE G W & INC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Berger Financial Group, Inc | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Boyd Wealth Management, LLC | 6 | 6 | 0.87% | 1.73% | 2.23% | Q2 2022 | Q3 2023 | 6 |
NewFocus Financial Group, LLC | 6 | 6 | 0.18% | 0.84% | 1.85% | Q3 2019 | Q4 2020 | 6 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 6 | 6 | 0.10% | 0.11% | 0.13% | Q3 2016 | Q4 2017 | 6 |
Interchange Capital Partners, LLC | 6 | 6 | 0.36% | 0.84% | 1.37% | Q2 2022 | Q3 2023 | 6 |
PFG Advisors | 5 | 1 | 0.04% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Redwood Financial Network Corp | 6 | 6 | 0.60% | 0.69% | 0.78% | Q1 2022 | Q2 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.15% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.09% | 1.03% | 1.59% | Q3 2018 | Q4 2019 | 6 |
PagnatoKarp Partners LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2019 | 6 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.06% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Merriman Wealth Management, LLC | 3 | 1 | 0.32% | 2.50% | 12.64% | Q2 2015 | Q2 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Focused Wealth Management, Inc | 6 | 6 | 0.00% | 0.12% | 0.70% | Q2 2022 | Q3 2023 | 6 |
Bank Pictet & Cie (Europe) AG | 6 | 6 | 1.64% | 2.90% | 7.59% | Q2 2014 | Q3 2015 | 6 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 6 | 6 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q4 2022 | 6 |
Biltmore Capital Advisors LLC | 6 | 6 | 4.58% | 5.27% | 6.72% | Q3 2020 | Q4 2021 | 6 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
PEAK FINANCIAL ADVISORS LLC | 6 | 6 | 0.27% | 3.92% | 5.22% | Q1 2022 | Q2 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.06% | 0.35% | Q1 2022 | Q2 2023 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
NORTHSTAR WEALTH PARTNERS LLC | 3 | 2 | 0.17% | 0.50% | 0.88% | Q2 2017 | Q3 2020 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 2.26% | 2.53% | 3.15% | Q3 2022 | Q3 2023 | 5 |
Meridian Wealth Management, LLC | 4 | 1 | 0.03% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.10% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
JACKSON SQUARE CAPITAL, LLC | 4 | 1 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q1 2022 | 5 |
Vantage Financial Partners, LLC | 5 | 5 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q4 2022 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
ETF Portfolio Partners, Inc. | 5 | 5 | 3.82% | 3.98% | 4.17% | Q3 2022 | Q3 2023 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 0.03% | 1.63% | 2.96% | Q1 2022 | Q1 2023 | 5 |
Archer Investment Corp | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
StoneX Group Inc. | 5 | 5 | 0.05% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Venture Visionary Partners LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Crane Advisory, LLC | 5 | 5 | 0.20% | 0.32% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Blue Trust, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Certified Advisory Corp | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 5 |
Royal Fund Management, LLC | 4 | 1 | 0.00% | 0.12% | 0.22% | Q3 2017 | Q3 2023 | 5 |
UBS ASSET MANAGEMENT AMERICAS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q2 2017 | 5 |
Pachira Investments Inc. | 5 | 5 | 1.02% | 3.81% | 6.27% | Q3 2022 | Q3 2023 | 5 |
55I, LLC | 5 | 5 | 0.13% | 0.20% | 0.30% | Q4 2018 | Q4 2019 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Bullseye Investment Management, LLC | 4 | 1 | 0.31% | 3.00% | 8.03% | Q1 2022 | Q2 2023 | 5 |
Ellis Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
CreativeOne Wealth, LLC | 5 | 5 | 0.02% | 0.17% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Transparent Wealth Partners LLC | 4 | 1 | 0.31% | 4.32% | 7.07% | Q4 2021 | Q1 2023 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Paradigm Financial Partners, LLC | 5 | 5 | 0.40% | 0.57% | 0.77% | Q1 2019 | Q1 2020 | 5 |
Veracity Capital LLC | 5 | 5 | 0.06% | 0.12% | 0.16% | Q2 2021 | Q2 2022 | 5 |
FRG Family Wealth Advisors LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Marmo Financial Group, LLC | 4 | 4 | 7.68% | 8.73% | 11.52% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.50% | 1.95% | Q4 2022 | Q3 2023 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 2 | 1.25% | 4.06% | 6.87% | Q3 2015 | Q1 2019 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.11% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Doyle Wealth Management | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 4 |
O'ROURKE & COMPANY, Inc | 4 | 4 | 0.16% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Compagnie Lombard Odier SCmA | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 2.21% | 2.41% | 2.60% | Q4 2022 | Q3 2023 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q2 2017 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 4.94% | 5.10% | 5.25% | Q4 2022 | Q3 2023 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q4 2017 | 4 |
Latitude Advisors, LLC | 3 | 1 | 0.07% | 0.12% | 0.22% | Q1 2021 | Q1 2022 | 4 |
SouthState Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q4 2016 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Vigilant Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Kowal Investment Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q1 2023 | 4 |
Baldrige Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2014 | Q4 2014 | 4 |
MFA WEALTH ADVISORS, LLC | 4 | 4 | 7.78% | 8.35% | 9.09% | Q2 2022 | Q1 2023 | 4 |
Paradigm Financial Advisors, LLC | 3 | 1 | 0.08% | 0.09% | 0.13% | Q1 2014 | Q4 2019 | 4 |
NVWM, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Heartwood Wealth Management Ltd | 4 | 4 | 26.80% | 36.21% | 44.86% | Q4 2015 | Q3 2016 | 4 |
BSW Wealth Partners | 4 | 4 | 5.92% | 6.34% | 6.78% | Q4 2022 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Private Wealth Group, LLC | 4 | 4 | 0.49% | 0.84% | 1.07% | Q4 2022 | Q3 2023 | 4 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q1 2021 | 3 |
LVW Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Systelligence, LLC | 3 | 3 | 0.73% | 1.31% | 2.02% | Q4 2019 | Q2 2020 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
Haverford Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
FIRST TRUST ADVISORS LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
TFB Advisors LLC | 3 | 3 | 3.76% | 5.30% | 6.21% | Q4 2022 | Q2 2023 | 3 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 3 |
Hugh Johnson Advisors LLC | 2 | 1 | 0.08% | 0.15% | 0.18% | Q2 2013 | Q1 2014 | 3 |
West Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Garden State Investment Advisory Services LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Sandy Spring Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.55% | 0.65% | 0.78% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.04% | 0.10% | Q2 2020 | Q1 2022 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
First Command Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
SILVERLAKE WEALTH MANAGEMENT LLC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.77% | 0.84% | 0.89% | Q4 2020 | Q2 2021 | 3 |
ShoreHaven Wealth Partners, LLC | 3 | 3 | 0.24% | 0.82% | 1.79% | Q4 2022 | Q2 2023 | 3 |
CERTUITY, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
BAKER BOYER NATIONAL BANK | 3 | 3 | 1.19% | 1.23% | 1.26% | Q3 2017 | Q1 2018 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Americana Partners, LLC | 2 | 1 | 0.10% | 0.21% | 0.41% | Q1 2021 | Q3 2023 | 3 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 0.44% | 0.48% | 0.50% | Q2 2022 | Q4 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.60% | 0.64% | 0.67% | Q4 2022 | Q3 2023 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.52% | 0.62% | 0.79% | Q1 2023 | Q3 2023 | 3 |
ProVise Management Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2023 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.23% | 0.25% | 0.26% | Q3 2019 | Q4 2019 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Accurate Wealth Management, LLC | 2 | 2 | 0.07% | 0.20% | 0.32% | Q3 2022 | Q4 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 2 |
ClearBridge Investments | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 1.10% | 1.15% | 1.20% | Q4 2022 | Q1 2023 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q3 2013 | 2 |
True Capital Management | 2 | 2 | 0.26% | 0.30% | 0.33% | Q4 2022 | Q1 2023 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Zhang Financial LLC | 2 | 2 | 0.02% | 0.16% | 0.29% | Q2 2023 | Q3 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
Cassaday & Co Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 2 |
Alaska Permanent Capital Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.09% | 0.13% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2018 | Q1 2019 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 9.15% | 18.30% | Q2 2020 | Q2 2022 | 2 |
Trilogy Capital Inc. | 2 | 2 | 1.69% | 1.77% | 1.84% | Q4 2020 | Q1 2021 | 2 |
Howard Capital Management Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2021 | Q4 2021 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q4 2022 | Q1 2023 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q4 2022 | 2 |
Arden Trust Co | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q1 2020 | 2 |
One Capital Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
JSF Financial, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q2 2022 | 2 |
CX Institutional | 2 | 2 | 0.13% | 0.18% | 0.24% | Q4 2022 | Q1 2023 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Segment Wealth Management, LLC | 2 | 2 | 1.04% | 1.05% | 1.06% | Q3 2022 | Q4 2022 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.30% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Birchcreek Wealth Management, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2020 | Q4 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
CSM Advisors, LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q1 2022 | Q1 2022 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 3.17% | 3.17% | 3.17% | Q1 2022 | Q1 2022 | 1 |
Platform Technology Partners | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RF&L WEALTH MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Global Index Advisors Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
American Planning Services, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 2.42% | 2.42% | 2.42% | Q2 2021 | Q2 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sensible Financial Planning & Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2023 | Q1 2023 | 1 |
RKL Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Avestar Capital, LLC | 1 | 1 | 3.26% | 3.26% | 3.26% | Q3 2022 | Q3 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2021 | Q1 2021 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2022 | Q4 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
DERBY & COMPANY, INC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2019 | Q4 2019 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2021 | Q1 2021 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2022 | Q2 2022 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Arkos Global Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 2.29% | 2.29% | 2.29% | Q4 2022 | Q4 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Western Capital Management Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
4Thought Financial Group Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NSI Retail Advisors, LLC | 1 | 1 | 4.18% | 4.18% | 4.18% | Q1 2022 | Q1 2022 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 7.94% | 7.94% | 7.94% | Q2 2022 | Q2 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Clarity Financial LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2021 | Q3 2021 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q3 2015 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Cresta Advisors, Ltd. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Hamlin Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FD or have owned VANGUARD WORLD FD in the past.