Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.16% | 0.69% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 30 | 10 | 0.05% | 0.14% | 0.32% | Q3 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.08% | 0.14% | Q4 2013 | Q3 2023 | 40 |
NORTHERN TRUST CORP | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
Creative Planning | 33 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
US BANCORP \DE\ | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
STEPHENS INC /AR/ | 19 | 17 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 36 |
Essex Financial Services, Inc. | 36 | 36 | 0.06% | 1.51% | 2.96% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 34 |
OPPENHEIMER & CO INC | 22 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2022 | 34 |
Sigma Planning Corp | 31 | 2 | 0.08% | 0.18% | 0.35% | Q1 2015 | Q3 2023 | 33 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
CITIGROUP INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 32 |
CENTRAL TRUST Co | 16 | 15 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
FIFTH THIRD BANCORP | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
SYNOVUS FINANCIAL CORP | 12 | 9 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 31 |
HSBC HOLDINGS PLC | 27 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Pinnacle Wealth Management Advisory Group, LLC | 29 | 29 | 0.08% | 0.26% | 0.41% | Q3 2016 | Q3 2023 | 29 |
Avior Wealth Management, LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Carnegie Capital Asset Management, LLC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 29 |
Cetera Advisor Networks LLC | 21 | 8 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 29 |
GLENMEDE TRUST CO NA | 9 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 29 |
EATON VANCE MANAGEMENT | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 29 |
North Star Investment Management Corp. | 17 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
PINNACLE ASSOCIATES LTD | 29 | 29 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
TOMPKINS FINANCIAL CORP | 18 | 10 | 0.18% | 2.12% | 6.17% | Q4 2016 | Q4 2023 | 28 |
JPMORGAN CHASE & CO | 28 | 28 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.04% | 0.07% | 0.11% | Q3 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.03% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.12% | 0.21% | Q1 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 2.20% | 3.34% | 3.90% | Q4 2016 | Q3 2023 | 28 |
Caprock Group, LLC | 26 | 1 | 0.56% | 0.96% | 1.33% | Q2 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 27 |
KEYBANK NATIONAL ASSOCIATION/OH | 27 | 27 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Advisory, LLC | 27 | 27 | 0.52% | 0.83% | 1.36% | Q1 2017 | Q3 2023 | 27 |
Bridgeworth, LLC | 27 | 27 | 0.15% | 0.87% | 1.42% | Q1 2017 | Q3 2023 | 27 |
HighTower Advisors, LLC | 16 | 11 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.03% | 0.07% | 0.16% | Q1 2017 | Q3 2023 | 27 |
Baird Financial Group, Inc. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 13 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 27 |
Silicon Valley Capital Partners | 20 | 2 | 0.04% | 0.28% | 4.31% | Q1 2016 | Q3 2023 | 26 |
Cetera Advisors LLC | 23 | 3 | 0.09% | 0.14% | 0.20% | Q1 2017 | Q3 2023 | 26 |
Connecticut Wealth Management, LLC | 15 | 1 | 1.17% | 10.74% | 29.26% | Q3 2016 | Q3 2023 | 26 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.04% | 0.22% | Q1 2014 | Q3 2023 | 25 |
Bank of New York Mellon Corp | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
AE Wealth Management LLC | 25 | 25 | 0.01% | 0.08% | 0.33% | Q3 2017 | Q3 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 4.15% | 7.00% | 10.44% | Q3 2016 | Q3 2022 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 23 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 12 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2021 | 24 |
Stordahl Capital Management, Inc. | 24 | 24 | 3.46% | 5.35% | 6.78% | Q4 2017 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 23 | 1 | 0.00% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Relaxing Retirement Coach | 23 | 23 | 0.29% | 0.65% | 1.52% | Q4 2017 | Q2 2023 | 23 |
AdvisorNet Financial, Inc | 15 | 8 | 0.00% | 0.07% | 0.17% | Q4 2017 | Q3 2023 | 23 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 23 | 23 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2022 | 23 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
OLD NATIONAL BANCORP /IN/ | 19 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2022 | 22 |
PRUDENTIAL PLC | 19 | 3 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 19 | 3 | 0.00% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 22 |
PFG Advisors | 17 | 5 | 0.22% | 0.57% | 5.90% | Q1 2018 | Q3 2023 | 22 |
COOPER/HAIMS ADVISORS, LLC | 22 | 22 | 0.28% | 0.48% | 0.66% | Q2 2018 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 16 | 6 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Bison Wealth, LLC | 21 | 21 | 0.04% | 0.31% | 0.61% | Q4 2016 | Q4 2021 | 21 |
ATWOOD & PALMER INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
VANGUARD GROUP INC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 21 |
Plante Moran Financial Advisors, LLC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 21 |
WINTRUST INVESTMENTS LLC | 11 | 10 | 0.09% | 0.10% | 0.14% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Hartford Financial Management Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q4 2022 | 20 |
Royal Fund Management, LLC | 20 | 20 | 0.06% | 0.79% | 1.37% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.81% | 1.52% | 2.92% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.24% | 0.33% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Cetera Investment Advisers | 19 | 1 | 0.03% | 0.09% | 0.17% | Q3 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.14% | 0.26% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Betterment LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 20 | 20 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
BANK OF MONTREAL /CAN/ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 1.18% | 2.76% | 4.01% | Q4 2017 | Q2 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.16% | 0.27% | 0.36% | Q4 2017 | Q2 2022 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 2 | 0.02% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Cadence Bank | 11 | 2 | 0.03% | 0.06% | 0.16% | Q4 2017 | Q3 2023 | 19 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Covington Capital Management | 13 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 19 |
American Portfolios Advisors | 18 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 19 |
Laurel Wealth Advisors, Inc. | 11 | 7 | 0.03% | 0.13% | 0.24% | Q2 2018 | Q4 2022 | 18 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 18 | 18 | 0.16% | 0.60% | 1.52% | Q3 2017 | Q4 2021 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Lenox Wealth Advisors, LLC | 18 | 18 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Vivaldi Capital Management LP | 17 | 17 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q4 2022 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 6 | 0.13% | 0.82% | 1.44% | Q2 2018 | Q3 2023 | 17 |
Mutual Advisors, LLC | 15 | 2 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 17 |
NICOLET BANKSHARES INC | 17 | 17 | 0.11% | 0.23% | 0.31% | Q3 2019 | Q3 2023 | 17 |
WHALEROCK POINT PARTNERS, LLC | 10 | 7 | 0.08% | 0.21% | 0.28% | Q4 2013 | Q1 2018 | 17 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q4 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
First Allied Advisory Services, Inc. | 15 | 1 | 0.03% | 0.13% | 0.24% | Q4 2014 | Q3 2020 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.09% | 0.32% | 1.43% | Q4 2019 | Q3 2023 | 16 |
CALTON & ASSOCIATES, INC. | 16 | 16 | 0.11% | 0.66% | 1.58% | Q3 2019 | Q2 2023 | 16 |
Miracle Mile Advisors, LLC | 16 | 16 | 0.10% | 0.43% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.84% | 1.44% | 2.52% | Q4 2017 | Q3 2021 | 16 |
Cutter & CO Brokerage, Inc. | 16 | 16 | 0.06% | 0.10% | 0.20% | Q1 2018 | Q4 2021 | 16 |
GREAT LAKES ADVISORS, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2017 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Financial Advocates Investment Management | 16 | 16 | 0.02% | 0.14% | 0.46% | Q4 2017 | Q3 2021 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.25% | 0.29% | 0.32% | Q4 2019 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
Archer Investment Corp | 16 | 16 | 0.13% | 0.15% | 0.17% | Q4 2019 | Q3 2023 | 16 |
R. W. Roge & Company, Inc. | 16 | 16 | 2.10% | 3.61% | 5.93% | Q4 2019 | Q3 2023 | 16 |
Cribstone Capital Management, LLC | 14 | 2 | 0.05% | 0.10% | 0.40% | Q2 2016 | Q3 2020 | 16 |
SIMON QUICK ADVISORS, LLC | 15 | 15 | 0.02% | 0.13% | 0.27% | Q1 2020 | Q3 2023 | 15 |
TCI Wealth Advisors, Inc. | 13 | 2 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2023 | 15 |
PEAPACK GLADSTONE FINANCIAL CORP | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
HOLDERNESS INVESTMENTS CO | 13 | 1 | 0.08% | 0.10% | 0.11% | Q3 2018 | Q3 2023 | 15 |
FARMERS & MERCHANTS INVESTMENTS INC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 15 |
Simplicity Solutions, LLC | 12 | 3 | 0.03% | 0.15% | 0.54% | Q1 2018 | Q3 2023 | 15 |
Relyea Zuckerberg Hanson LLC | 15 | 15 | 1.72% | 2.56% | 4.36% | Q1 2020 | Q3 2023 | 15 |
Gateway Advisory, LLC | 12 | 3 | 0.62% | 1.11% | 1.99% | Q1 2017 | Q4 2020 | 15 |
Ayalon Insurance Comp Ltd. | 13 | 2 | 0.00% | 0.29% | 0.59% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.06% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Magnus Financial Group LLC | 15 | 15 | 0.62% | 1.18% | 1.70% | Q1 2020 | Q3 2023 | 15 |
Glassman Wealth Services | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q4 2019 | 15 |
Summit Asset Management, LLC | 15 | 15 | 0.18% | 0.24% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 12 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q1 2023 | 15 |
Cardan Capital Partners, LLC | 15 | 15 | 0.09% | 0.10% | 0.13% | Q1 2018 | Q3 2021 | 15 |
Gladstone Institutional Advisory LLC | 14 | 14 | 0.02% | 0.07% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Koshinski Asset Management, Inc. | 12 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 14 |
GM Advisory Group, LLC | 14 | 14 | 0.28% | 3.26% | 8.83% | Q2 2020 | Q3 2023 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 14 |
FCG ADVISORS, LLC | 14 | 14 | 0.11% | 0.53% | 1.16% | Q2 2017 | Q3 2020 | 14 |
Joel Isaacson & Co., LLC | 14 | 14 | 0.09% | 0.86% | 1.53% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Valmark Advisers, Inc. | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
FinTrust Capital Advisors, LLC | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Private Portfolio Partners LLC | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
MUFG Americas Holdings Corp | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Cresset Asset Management, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 14 |
Arkos Global Advisors | 14 | 14 | 0.07% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
BOK Financial Private Wealth, Inc. | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.56% | 0.72% | 0.86% | Q2 2020 | Q3 2023 | 14 |
Pensionmark Financial Group, LLC | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Triton Wealth Management, PLLC | 14 | 14 | 0.16% | 0.43% | 0.79% | Q1 2020 | Q2 2023 | 14 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 13 |
Asset Management Group, Inc. | 13 | 13 | 0.26% | 0.53% | 0.64% | Q3 2020 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
RWA WEALTH PARTNERS, LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 13 |
Wealthquest Corp | 13 | 13 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
ERTS Wealth Advisors, LLC | 8 | 5 | 0.06% | 0.11% | 0.17% | Q4 2018 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
Secure Asset Management, LLC | 13 | 13 | 0.07% | 0.16% | 0.35% | Q3 2020 | Q3 2023 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 13 | 0.03% | 0.07% | 0.15% | Q1 2017 | Q1 2020 | 13 |
Total Clarity Wealth Management, Inc. | 13 | 13 | 0.10% | 0.27% | 0.49% | Q4 2019 | Q4 2022 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
FORTE CAPITAL LLC /ADV | 13 | 13 | 0.23% | 0.24% | 0.26% | Q2 2020 | Q2 2023 | 13 |
New England Private Wealth Advisors LLC | 13 | 13 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q3 2023 | 13 |
American Financial Advisors, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.19% | 0.64% | 1.36% | Q4 2020 | Q3 2023 | 12 |
HL FINANCIAL SERVICES LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2019 | 12 |
Atria Investments, Inc | 8 | 4 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 0.29% | 0.43% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.49% | 1.57% | 2.59% | Q4 2020 | Q3 2023 | 12 |
Evercore Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 11 | 1 | 0.02% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 12 |
B. Riley Wealth Advisors, Inc. | 7 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
COMMERCE BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 1.04% | 1.73% | 2.85% | Q4 2020 | Q3 2023 | 12 |
Mariner, LLC | 7 | 5 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 12 |
GYL FINANCIAL SYNERGIES, LLC | 12 | 12 | 0.12% | 0.42% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 0.14% | 0.21% | 0.28% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
DUBUQUE BANK & TRUST CO | 12 | 12 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Biltmore Capital Advisors LLC | 12 | 12 | 2.01% | 4.52% | 8.27% | Q1 2019 | Q4 2021 | 12 |
Kingsview Wealth Management, LLC | 9 | 1 | 0.01% | 0.34% | 0.68% | Q1 2017 | Q4 2022 | 11 |
Belvedere Trading LLC | 4 | 2 | 0.00% | 0.04% | 0.28% | Q4 2021 | Q3 2023 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.08% | 0.60% | 1.18% | Q4 2017 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.14% | 0.23% | 0.32% | Q4 2019 | Q3 2023 | 11 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 11 |
GFS Advisors, LLC | 11 | 11 | 1.72% | 2.16% | 3.02% | Q2 2016 | Q4 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Pacific Center for Financial Services | 8 | 3 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Penobscot Investment Management Company, Inc. | 11 | 11 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2018 | 11 |
NICOLET ADVISORY SERVICES, LLC | 9 | 2 | 0.02% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 11 |
Keystone Financial Group | 9 | 2 | 0.05% | 0.39% | 0.52% | Q4 2020 | Q3 2023 | 11 |
Wealthspire Advisors, LLC | 8 | 3 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
WHITTIER TRUST CO | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.14% | 0.16% | 0.19% | Q2 2021 | Q3 2023 | 10 |
MidWestOne Financial Group, Inc. | 10 | 10 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q2 2023 | 10 |
Virtue Capital Management, LLC | 10 | 10 | 0.11% | 0.53% | 0.98% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q1 2023 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
DUNCKER STREETT & CO INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.34% | 0.57% | 1.06% | Q1 2021 | Q3 2023 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
ASSETMARK, INC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Ameritas Investment Company, LLC | 10 | 10 | 0.05% | 0.13% | 0.22% | Q2 2019 | Q3 2021 | 10 |
Orion Portfolio Solutions, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Front Row Advisors LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 10 |
Retirement Planning Group, LLC | 10 | 10 | 0.12% | 0.17% | 0.22% | Q2 2021 | Q3 2023 | 10 |
VESTOR CAPITAL, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MSI Financial Services Inc | 9 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 10 |
Brookstone Capital Management | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
MATHER GROUP, LLC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Summit Trail Advisors, LLC | 9 | 9 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2022 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 1 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
WestHill Financial Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NATIONAL PLANNING CORP | 8 | 1 | 0.00% | 0.48% | 0.73% | Q4 2014 | Q3 2017 | 9 |
GREENLEAF TRUST | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MAI Capital Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MGO ONE SEVEN LLC | 8 | 1 | 0.00% | 0.07% | 0.17% | Q4 2018 | Q3 2023 | 9 |
Portfolio Strategies, Inc. | 9 | 9 | 1.61% | 2.84% | 4.52% | Q3 2021 | Q3 2023 | 9 |
Sierra Capital LLC | 9 | 9 | 0.00% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Avion Wealth | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.18% | 0.21% | 0.26% | Q4 2021 | Q4 2023 | 9 |
OPTIMUM INVESTMENT ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Reynders McVeigh Capital Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 9 |
Intercontinental Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q2 2023 | 9 |
S. R. Schill & Associates | 7 | 2 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q3 2023 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.03% | 0.14% | Q1 2020 | Q1 2023 | 9 |
JNBA Financial Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Noven Financial Group, Inc. | 9 | 9 | 1.56% | 3.37% | 5.62% | Q3 2014 | Q3 2016 | 9 |
RMR Wealth Builders | 9 | 9 | 0.09% | 0.13% | 0.21% | Q3 2021 | Q3 2023 | 9 |
BEAM WEALTH ADVISORS, INC. | 5 | 4 | 0.21% | 0.29% | 0.34% | Q2 2021 | Q3 2023 | 9 |
InterOcean Capital, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2020 | 9 |
FAS Wealth Partners, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
1900 WEALTH MANAGEMENT LLC | 9 | 9 | 0.20% | 0.35% | 0.68% | Q3 2021 | Q3 2023 | 9 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.20% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.25% | 0.70% | 2.89% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SOL Capital Management CO | 8 | 8 | 0.07% | 0.08% | 0.10% | Q1 2019 | Q4 2020 | 8 |
Realta Investment Advisors | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 8 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
Zhang Financial LLC | 6 | 2 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 8 |
BANCORPSOUTH INC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q3 2017 | 8 |
MAS Advisors LLC | 8 | 8 | 1.01% | 1.40% | 1.73% | Q4 2021 | Q3 2023 | 8 |
ENCOMPASS WEALTH ADVISORS, LLC | 4 | 4 | 0.05% | 0.15% | 0.36% | Q2 2021 | Q3 2023 | 8 |
KWMG, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 1.23% | 1.34% | 1.42% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cordasco Financial Network | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 8 |
CREDIT SUISSE AG/ | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2020 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 0.87% | 0.95% | 1.04% | Q4 2021 | Q3 2023 | 8 |
PHILADELPHIA TRUST CO | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q1 2021 | 8 |
Level Financial Advisors | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.31% | 0.47% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Chevy Chase Trust Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Parker Investment Management, LLC | 5 | 3 | 0.07% | 2.66% | 11.95% | Q4 2018 | Q4 2022 | 8 |
SRS Capital Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Snowden Capital Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 7 |
Argent Trust Co | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Asset Dedication, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Fragasso Group Inc. | 4 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
MinichMacGregor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
Princeton Global Asset Management LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Windward Private Wealth Management Inc. | 7 | 7 | 0.22% | 0.61% | 0.75% | Q1 2022 | Q3 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2022 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Valeo Financial Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 1.11% | 1.40% | 1.98% | Q4 2021 | Q3 2023 | 7 |
Larson Financial Group LLC | 4 | 3 | 0.00% | 0.75% | 1.36% | Q2 2021 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 1.18% | 1.50% | 2.03% | Q4 2021 | Q2 2023 | 7 |
CHEMICAL BANK | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2019 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 7 | 0.15% | 0.22% | 0.42% | Q3 2020 | Q1 2022 | 7 |
Holloway Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Investment Advisory Group, LLC | 7 | 7 | 0.35% | 0.39% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Bragg Financial Advisors, Inc | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Partnervest Advisory Services LLC | 7 | 7 | 0.46% | 0.53% | 0.64% | Q1 2019 | Q3 2020 | 7 |
Dorsey & Whitney Trust CO LLC | 7 | 7 | 0.22% | 0.25% | 0.30% | Q1 2022 | Q3 2023 | 7 |
M&T BANK CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MYCIO WEALTH PARTNERS, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 7 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 7 | 7 | 0.41% | 0.45% | 0.56% | Q1 2022 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.42% | 0.53% | 0.75% | Q1 2022 | Q3 2023 | 7 |
Accredited Investors Inc. | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
ORSER CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.28% | 1.24% | 2.11% | Q4 2020 | Q1 2022 | 6 |
Addison Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Veritable, L.P. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
ERn Financial, LLC | 6 | 6 | 5.07% | 5.62% | 5.89% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SII INVESTMENTS INC/WI | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2017 | 6 |
Taylor Hoffman Wealth Management | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 6 |
Graypoint LLC | 6 | 6 | 0.05% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
TOTH FINANCIAL ADVISORY CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Modera Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2023 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 1.35% | 6.17% | 13.17% | Q2 2022 | Q3 2023 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.14% | 0.46% | 0.79% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 6 | 6 | 0.08% | 0.74% | 0.98% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.05% | 0.17% | Q2 2020 | Q1 2023 | 6 |
GEODE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Cooper Financial Group | 6 | 6 | 1.46% | 1.68% | 2.08% | Q2 2022 | Q3 2023 | 6 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Wells Financial Advisors INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 6 |
Motley Fool Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.07% | 0.24% | 0.49% | Q4 2021 | Q3 2023 | 6 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 6 |
Texas Capital Bank Wealth Management Services Inc | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Key FInancial Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Anson Capital, Inc. | 6 | 6 | 0.57% | 0.77% | 1.08% | Q4 2021 | Q1 2023 | 6 |
THOMPSON SIEGEL & WALMSLEY LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Clearstead Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.12% | 0.14% | 0.18% | Q4 2020 | Q2 2022 | 6 |
Qube Research & Technologies Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 6 |
Dentgroup LLC | 6 | 6 | 0.25% | 0.27% | 0.33% | Q2 2022 | Q3 2023 | 6 |
TCF National Bank | 4 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q1 2021 | 6 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 6 | 6 | 0.20% | 0.26% | 0.36% | Q4 2018 | Q1 2020 | 6 |
CIBC WORLD MARKET INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Redhawk Wealth Advisors, Inc. | 5 | 5 | 0.08% | 0.13% | 0.21% | Q4 2018 | Q4 2019 | 5 |
Wells Trecaso Financial Group, LLC | 5 | 5 | 0.11% | 0.22% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.08% | 0.65% | 0.80% | Q3 2022 | Q3 2023 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Stelac Advisory Services LLC | 5 | 5 | 0.04% | 0.05% | 0.09% | Q2 2020 | Q2 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Sheaff Brock Investment Advisors, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.11% | 0.18% | 0.26% | Q3 2022 | Q3 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
TRIAD FINANCIAL ADVISORS, INC. | 5 | 5 | 0.20% | 0.61% | 0.79% | Q3 2022 | Q3 2023 | 5 |
CAHILL FINANCIAL ADVISORS INC | 4 | 1 | 0.02% | 0.10% | 0.12% | Q3 2018 | Q3 2021 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q4 2022 | 5 |
LVZ, Inc. | 5 | 5 | 0.14% | 0.16% | 0.18% | Q1 2015 | Q1 2016 | 5 |
Newman Dignan & Sheerar, Inc. | 5 | 5 | 0.06% | 0.09% | 0.13% | Q3 2020 | Q3 2021 | 5 |
Crestone Asset Management LLC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q1 2017 | Q1 2018 | 5 |
SCOTIA CAPITAL INC. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
LAZARD ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Danda Trouve Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Northeast Financial Consultants Inc | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
IBEX WEALTH ADVISORS | 5 | 5 | 0.19% | 0.25% | 0.29% | Q3 2021 | Q3 2022 | 5 |
Iron Horse Wealth Management, LLC | 5 | 5 | 8.18% | 8.98% | 9.58% | Q3 2022 | Q3 2023 | 5 |
FormulaFolio Investments, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
Cassady Schiller Wealth Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Banco Santander, S.A. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Investment Research & Advisory Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Private Advisory Group LLC | 3 | 2 | 0.07% | 0.16% | 0.30% | Q2 2022 | Q3 2023 | 5 |
THOMPSON DAVIS & CO., INC. | 5 | 5 | 0.07% | 0.10% | 0.11% | Q3 2017 | Q3 2018 | 5 |
WADE G W & INC | 5 | 5 | 0.44% | 0.77% | 0.96% | Q3 2022 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2021 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Cerro Pacific Wealth Advisors LLC | 5 | 5 | 0.99% | 1.53% | 2.93% | Q1 2022 | Q1 2023 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.22% | 0.23% | 0.23% | Q4 2022 | Q4 2023 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Integrated Wealth Management | 5 | 5 | 0.00% | 0.41% | 0.54% | Q1 2016 | Q1 2017 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2015 | 5 |
ADVISOR PARTNERS LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q2 2019 | 4 |
BerganKDV Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KCM INVESTMENT ADVISORS LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
CWS Financial Advisors, LLC | 3 | 1 | 0.05% | 0.16% | 0.21% | Q2 2022 | Q3 2023 | 4 |
Mathes Company, Inc. | 4 | 4 | 0.18% | 0.18% | 0.19% | Q4 2015 | Q3 2016 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.75% | 0.82% | 1.00% | Q4 2022 | Q3 2023 | 4 |
WFG Advisors, LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2017 | 4 |
Advisors Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.28% | 0.34% | 0.43% | Q4 2022 | Q3 2023 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Lowe Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.38% | 0.78% | Q4 2014 | Q4 2015 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.15% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 1.12% | 1.18% | 1.29% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.41% | 0.41% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q1 2023 | 4 |
Northeast Financial Group, Inc. | 4 | 4 | 0.92% | 1.60% | 1.93% | Q4 2022 | Q3 2023 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.20% | 0.40% | 0.59% | Q2 2020 | Q1 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.27% | 0.44% | 0.87% | Q4 2021 | Q3 2022 | 4 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
SAX WEALTH ADVISORS, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q2 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.20% | 0.26% | 0.33% | Q4 2022 | Q3 2023 | 4 |
IFG Advisors, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Nicholas Hoffman & Company, LLC. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
Trexquant Investment LP | 4 | 4 | 0.02% | 0.06% | 0.08% | Q4 2019 | Q3 2020 | 4 |
Wealthspire Advisors, L.P. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 4 |
Balentine LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Providence Capital Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Gemmer Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
EverSource Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
GeoWealth Management, LLC | 2 | 1 | 0.15% | 0.57% | 1.31% | Q4 2021 | Q4 2022 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
CreativeOne Wealth, LLC | 2 | 1 | 0.02% | 0.08% | 0.14% | Q4 2020 | Q1 2022 | 3 |
GPS Wealth Strategies Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Diversified Portfolios, Inc. | 3 | 3 | 0.45% | 0.48% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.18% | 0.20% | 0.24% | Q1 2018 | Q4 2018 | 3 |
IEQ CAPITAL, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 3 |
CX Institutional | 2 | 1 | 0.02% | 0.10% | 0.18% | Q2 2022 | Q1 2023 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
GIRARD PARTNERS LTD. | 3 | 3 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q4 2021 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2018 | 3 |
Argent Advisors, Inc. | 3 | 3 | 0.23% | 0.28% | 0.30% | Q4 2019 | Q2 2020 | 3 |
Safeguard Financial, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Apeiron RIA LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
ForthRight Wealth Management, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.29% | 0.57% | 0.72% | Q2 2022 | Q4 2022 | 3 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Aberdeen Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q3 2018 | 3 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.67% | 0.77% | 0.92% | Q1 2022 | Q3 2022 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sepio Capital, LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 3 |
HOERTKORN RICHARD CHARLES | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2021 | 3 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2017 | Q3 2017 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.03% | 0.10% | 0.18% | Q4 2017 | Q1 2018 | 2 |
NWK Group, Inc. | 2 | 2 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
TRUEWEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
EPIQ Capital Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q4 2021 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 2 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q1 2016 | 2 |
626 Financial, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
INSIGHT 2811, INC. | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q3 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 2 |
Revolve Wealth Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 2 | 2 | 0.48% | 4.01% | 7.53% | Q2 2023 | Q3 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Empowered Funds, LLC | 1 | 1 | 1.19% | 2.13% | 3.08% | Q3 2020 | Q1 2022 | 2 |
Roundview Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Aureus Asset Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q3 2015 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 2 |
Dunhill Financial, LLC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Financial Architects, Inc | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q4 2022 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Alaska Permanent Capital Management | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.09% | 0.15% | 0.21% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 1.18% | 2.34% | Q1 2022 | Q4 2022 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
BRYN MAWR TRUST Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
HILL ISLAND FINANCIAL LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Circle Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 2 |
TOWER TRUST Co | 2 | 2 | 0.32% | 0.32% | 0.32% | Q4 2013 | Q1 2014 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
RFG HOLDINGS, INC. | 2 | 2 | 0.24% | 3.18% | 6.11% | Q4 2020 | Q1 2021 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.48% | 0.59% | 0.69% | Q1 2019 | Q2 2019 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 5.08% | 5.08% | 5.08% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Fiera Capital Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 7.28% | 7.28% | 7.28% | Q4 2021 | Q4 2021 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ayrshire Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Round Table Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hurlow Wealth Management Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Clarity Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2022 | Q2 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Lansing Street Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Members Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
New England Capital Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Power Corp of Canada | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2022 | Q1 2022 | 1 |
Apella Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Activest Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 1.49% | 1.49% | 1.49% | Q1 2020 | Q1 2020 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Savant Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Arista Wealth Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
One Day In July LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Azimuth Capital Investment Management LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2022 | Q4 2022 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
TruWealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
High Note Wealth, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2021 | Q4 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
S.A. Mason LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Hudson Capital Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
VitalStone Financial, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q1 2023 | Q1 2023 | 1 |
Verum Partners LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q3 2023 | Q3 2023 | 1 |
Investors Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
WILLNER & HELLER, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atlantic Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2021 | Q2 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Lauer Wealth, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2023 | Q1 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
Schwab Charitable Fund | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own VANGUARD ADMIRAL FDS INC or have owned VANGUARD ADMIRAL FDS INC in the past.