Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 39 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
LPL Financial LLC | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
WELLS FARGO & COMPANY/MN | 27 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 37 |
Wealth Architects, LLC | 36 | 36 | 0.16% | 0.27% | 0.41% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 25 | 3 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 35 |
Private Advisor Group, LLC | 31 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 34 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Avior Wealth Management, LLC | 25 | 1 | 0.00% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.14% | Q3 2014 | Q2 2023 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.01% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 25 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
FIRST MANHATTAN CO. LLC. | 24 | 24 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 11 | 4 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 23 |
Raymond James Financial Services Advisors, Inc. | 21 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 23 |
STEPHENS INC /AR/ | 22 | 22 | 0.00% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 22 |
FAS Wealth Partners, Inc. | 22 | 22 | 0.03% | 0.69% | 4.71% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Icon Wealth Partners, LLC | 9 | 3 | 0.04% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 14 | 1 | 0.11% | 0.28% | 0.47% | Q2 2013 | Q3 2023 | 21 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 20 | 20 | 2.86% | 3.38% | 4.50% | Q4 2018 | Q3 2023 | 20 |
One Day In July LLC | 20 | 20 | 2.96% | 4.90% | 8.22% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Evensky & Katz LLC | 20 | 20 | 0.17% | 0.47% | 1.06% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 11 | 9 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
BHK Investment Advisors, LLC | 8 | 2 | 0.10% | 0.13% | 0.18% | Q4 2017 | Q2 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 18 |
CIBC WORLD MARKET INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
First Horizon Advisors, Inc. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2019 | 18 |
STIFEL FINANCIAL CORP | 8 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 17 |
BlackRock Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.09% | 0.19% | 0.42% | Q1 2019 | Q3 2023 | 17 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.06% | 0.13% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Creative Planning | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2023 | 16 |
Parallel Advisors, LLC | 9 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 16 |
EVERGREEN CAPITAL MANAGEMENT LLC | 16 | 16 | 0.13% | 0.15% | 0.16% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Sigma Planning Corp | 8 | 1 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q3 2023 | 15 |
Mokosak Advisory Group, LLC | 15 | 15 | 2.27% | 2.50% | 2.77% | Q1 2020 | Q3 2023 | 15 |
RIVERSEDGE ADVISORS, LLC | 15 | 15 | 1.69% | 2.07% | 2.55% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Relyea Zuckerberg Hanson LLC | 15 | 15 | 0.21% | 0.58% | 1.22% | Q1 2020 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.30% | 0.58% | 0.73% | Q1 2018 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 15 | 15 | 0.09% | 0.14% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Financial Management Professionals, Inc. | 15 | 15 | 0.00% | 1.12% | 3.05% | Q1 2020 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 6 | 2 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2020 | 15 |
Certified Advisory Corp | 11 | 2 | 0.05% | 0.29% | 0.60% | Q4 2017 | Q1 2022 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 15 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 14 | 1 | 0.00% | 0.37% | 0.65% | Q4 2018 | Q3 2023 | 15 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 15 |
Red Door Wealth Management, LLC | 15 | 15 | 0.34% | 0.59% | 0.82% | Q1 2020 | Q3 2023 | 15 |
SignalPoint Asset Management, LLC | 6 | 3 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q2 2023 | 14 |
C-J Advisory, Inc. | 14 | 14 | 0.13% | 0.16% | 0.18% | Q3 2016 | Q4 2019 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 14 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.15% | 0.44% | 0.82% | Q1 2017 | Q3 2023 | 14 |
Bristlecone Advisors, LLC | 14 | 14 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Ackerman Capital Advisors, LLC | 14 | 14 | 0.43% | 0.52% | 0.76% | Q2 2020 | Q3 2023 | 14 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.06% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Financial Strategies Group, Inc. | 13 | 13 | 0.16% | 0.30% | 0.44% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
JFS WEALTH ADVISORS, LLC | 13 | 13 | 0.00% | 0.28% | 0.41% | Q3 2020 | Q3 2023 | 13 |
AE Wealth Management LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
EP Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q4 2022 | 13 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q2 2015 | Q1 2023 | 13 |
Timber Hill LLC | 7 | 6 | 0.00% | 0.03% | 0.14% | Q1 2014 | Q4 2017 | 13 |
Rodgers & Associates, LTD | 12 | 12 | 0.07% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2021 | 12 |
RFG HOLDINGS, INC. | 12 | 12 | 9.78% | 14.66% | 20.48% | Q4 2020 | Q3 2023 | 12 |
Bragg Financial Advisors, Inc | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ASSET PLANNING CORPORATION | 12 | 12 | 5.52% | 5.82% | 6.21% | Q4 2020 | Q3 2023 | 12 |
Integrated Investment Consultants, LLC | 12 | 12 | 0.24% | 0.47% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
First Bank & Trust | 11 | 11 | 1.58% | 2.27% | 3.37% | Q1 2021 | Q3 2023 | 11 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Legend Financial Advisors, Inc. | 11 | 11 | 2.60% | 4.53% | 6.06% | Q1 2021 | Q3 2023 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Private Ocean, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 11 |
BROWN ADVISORY INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.05% | 1.85% | 3.61% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 10 |
BLAIR WILLIAM & CO/IL | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 10 |
CITIGROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 10 |
MUFG Americas Holdings Corp | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2010 | Q1 2013 | 10 |
Rockefeller Capital Management L.P. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 10 |
N.E.W. Advisory Services LLC | 6 | 4 | 5.89% | 6.40% | 7.05% | Q1 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.05% | 0.14% | Q1 2021 | Q2 2023 | 10 |
Janney Montgomery Scott LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Arete Wealth Advisors, LLC | 10 | 10 | 0.04% | 0.08% | 0.19% | Q1 2021 | Q2 2023 | 10 |
Geneos Wealth Management Inc. | 8 | 1 | 0.00% | 0.12% | 0.92% | Q4 2016 | Q1 2021 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
McIlrath & Eck, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
DEUTSCHE BANK AG\ | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2019 | 9 |
Merriman Wealth Management, LLC | 6 | 3 | 0.02% | 0.09% | 0.24% | Q4 2020 | Q1 2023 | 9 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 9 |
Gateway Advisory, LLC | 7 | 2 | 0.66% | 0.99% | 1.70% | Q1 2017 | Q4 2021 | 9 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.14% | 0.38% | Q4 2021 | Q3 2023 | 8 |
BREWIN DOLPHIN LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
VALLEY NATIONAL ADVISERS INC | 5 | 3 | 0.12% | 0.47% | 0.91% | Q1 2015 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Rehmann Capital Advisory Group | 8 | 8 | 0.23% | 0.34% | 0.42% | Q3 2021 | Q2 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 4.63% | 5.02% | 5.34% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.14% | 0.19% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CAPTRUST FINANCIAL ADVISORS | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 7 |
Sovereign Financial Group, Inc. | 7 | 7 | 0.12% | 0.23% | 0.42% | Q1 2021 | Q3 2022 | 7 |
Collaborative Wealth Managment Inc. | 5 | 1 | 0.13% | 0.16% | 0.18% | Q1 2021 | Q2 2023 | 7 |
BLUESTEIN R H & CO LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Spire Wealth Management | 7 | 7 | 0.01% | 0.14% | 0.21% | Q1 2022 | Q3 2023 | 7 |
KWB Wealth | 7 | 7 | 0.05% | 0.12% | 0.18% | Q4 2020 | Q2 2022 | 7 |
Horizon Investment Services, LLC | 6 | 1 | 0.09% | 0.11% | 0.14% | Q4 2014 | Q3 2017 | 7 |
Stokes & Hubbell Capital Management, LLC | 7 | 7 | 0.37% | 0.98% | 1.49% | Q3 2017 | Q1 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
MANAGED ACCOUNT SERVICES INC | 7 | 7 | 0.52% | 0.57% | 0.65% | Q1 2020 | Q3 2021 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 6 | 1.08% | 1.24% | 1.43% | Q2 2022 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.14% | 0.40% | Q1 2021 | Q4 2022 | 6 |
BESSEMER GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 6 |
COMERICA SECURITIES INC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2018 | 6 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
American Portfolios Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 6 |
COMERICA BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 6 |
Bank of New York Mellon Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
SIGNATUREFD, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Modera Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ASPIRIANT, LLC | 6 | 6 | 0.02% | 0.20% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Biltmore Capital Advisors LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q4 2021 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.01% | 0.07% | 0.36% | Q4 2016 | Q1 2018 | 6 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Bernardo Wealth Planning LLC | 5 | 5 | 0.20% | 0.23% | 0.24% | Q4 2018 | Q4 2019 | 5 |
Resource Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.06% | 0.26% | 0.84% | Q4 2018 | Q4 2019 | 5 |
V Wealth Advisors LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Efficient Advisors, LLC | 3 | 2 | 0.03% | 0.40% | 1.00% | Q1 2016 | Q2 2017 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.13% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Merit Financial Group, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
ERTS Wealth Advisors, LLC | 4 | 1 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 5 | 5 | 0.01% | 0.19% | 0.77% | Q3 2022 | Q3 2023 | 5 |
BAILARD, INC. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2020 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2014 | Q2 2015 | 5 |
CAHILL FINANCIAL ADVISORS INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 1 | 0.26% | 0.33% | 0.36% | Q3 2020 | Q1 2022 | 5 |
Financial Advocates Investment Management | 5 | 5 | 0.08% | 0.12% | 0.19% | Q1 2020 | Q1 2021 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 4 |
Granite Investment Advisors, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2021 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.23% | 0.75% | Q2 2015 | Q1 2019 | 4 |
VANGUARD GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 4 |
Pendal Group Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
LOWERY THOMAS, LLC | 4 | 4 | 0.28% | 0.31% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Sepio Capital, LP | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Glassman Wealth Services | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
SMI Advisory Services, LLC | 4 | 4 | 0.08% | 6.11% | 8.43% | Q1 2021 | Q4 2021 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.37% | 0.39% | 0.42% | Q4 2022 | Q3 2023 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.45% | 0.47% | 0.50% | Q4 2018 | Q3 2019 | 4 |
EWG Elevate Inc. | 3 | 1 | 0.01% | 2.32% | 3.72% | Q1 2021 | Q4 2022 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.15% | 0.30% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Founders Financial Alliance, LLC | 3 | 1 | 0.22% | 0.24% | 0.26% | Q3 2020 | Q4 2021 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Resonant Capital Advisors, LLC | 4 | 4 | 0.27% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SYM FINANCIAL Corp | 4 | 4 | 2.39% | 2.99% | 3.42% | Q4 2022 | Q3 2023 | 4 |
Antonetti Capital Management LLC | 2 | 1 | 0.42% | 0.42% | 0.43% | Q2 2010 | Q4 2021 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
F3Logic, LLC | 3 | 3 | 2.99% | 4.59% | 5.80% | Q2 2022 | Q4 2022 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 2.03% | 2.23% | 2.50% | Q1 2023 | Q3 2023 | 3 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.15% | 0.17% | 0.19% | Q1 2023 | Q4 2023 | 3 |
Jacobi Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 3 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 3 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q4 2021 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 2.58% | 3.11% | 3.91% | Q4 2016 | Q2 2017 | 3 |
Cannell & Co. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
STUDIO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.11% | 0.24% | Q1 2023 | Q3 2023 | 3 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 3 |
FSA Wealth Management LLC | 1 | 1 | 0.06% | 0.17% | 0.39% | Q2 2020 | Q3 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
City State Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
RESTON WEALTH MANAGEMENT LLC | 2 | 2 | 0.56% | 0.58% | 0.60% | Q2 2022 | Q3 2022 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GFG Capital, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 2 |
JEPPSON WEALTH MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
SAXON INTERESTS, INC. | 2 | 2 | 1.30% | 1.31% | 1.32% | Q1 2023 | Q2 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
WEST BANCORPORATION INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Wealth Enhancement & Preservation of GA, LLC | 2 | 2 | 1.79% | 1.81% | 1.83% | Q1 2021 | Q2 2021 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.04% | 0.13% | 0.22% | Q3 2021 | Q4 2021 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Brookstone Capital Management | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2022 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 2 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Empowered Funds, LLC | 1 | 1 | 0.10% | 0.56% | 1.02% | Q2 2021 | Q1 2023 | 2 |
Signify Wealth | 2 | 2 | 6.09% | 6.28% | 6.47% | Q1 2021 | Q2 2021 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Graves Light Lenhart Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Jefferies Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2021 | Q2 2021 | 1 |
LVZ, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Verdad Advisers, LP | 1 | 1 | 2.50% | 2.50% | 2.50% | Q1 2021 | Q1 2021 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2021 | Q2 2021 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Nvest Financial, LLC | 1 | 1 | 5.42% | 5.42% | 5.42% | Q1 2022 | Q1 2022 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 5.80% | 5.80% | 5.80% | Q4 2022 | Q4 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q3 2023 | Q3 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sawyer & Company, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 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.