Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
AMERIPRISE FINANCIAL INC | 30 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 34 |
Private Advisor Group, LLC | 30 | 3 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 31 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 16 | 1 | 0.00% | 0.05% | 0.13% | Q1 2016 | Q3 2023 | 29 |
PNC FINANCIAL SERVICES GROUP, INC. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
CITIGROUP INC | 24 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 28 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 15 | 11 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q3 2023 | 26 |
BANK OF MONTREAL /CAN/ | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
PINNACLE FINANCIAL PARTNERS INC | 24 | 24 | 0.01% | 0.05% | 0.12% | Q2 2016 | Q1 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
RWA WEALTH PARTNERS, LLC | 24 | 24 | 0.08% | 1.05% | 1.72% | Q4 2017 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 11 | 4 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.06% | 0.33% | 0.78% | Q4 2017 | Q3 2022 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.72% | 4.83% | 7.93% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.04% | 0.09% | Q4 2017 | Q3 2022 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
First Allied Advisory Services, Inc. | 20 | 20 | 0.01% | 0.19% | 0.41% | Q4 2014 | Q3 2019 | 20 |
RAYMOND JAMES TRUST N.A. | 8 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
HighTower Advisors, LLC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 18 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 18 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 18 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 18 |
STEPHENS INC /AR/ | 17 | 1 | 0.00% | 0.10% | 0.15% | Q3 2018 | Q2 2023 | 18 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2022 | 18 |
GOLDMAN SACHS GROUP INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Winslow, Evans & Crocker, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2020 | 17 |
FIFTH THIRD BANCORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
Janney Montgomery Scott LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2022 | 16 |
Archer Investment Corp | 16 | 16 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 16 |
DEUTSCHE BANK AG\ | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
VANGUARD GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 15 |
Summit Asset Management, LLC | 15 | 15 | 0.19% | 0.25% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Relyea Zuckerberg Hanson LLC | 15 | 15 | 0.06% | 0.19% | 0.93% | Q1 2020 | Q3 2023 | 15 |
Ackerman Capital Advisors, LLC | 14 | 14 | 0.29% | 0.43% | 0.61% | Q2 2020 | Q3 2023 | 14 |
Glassman Wealth Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
CWM, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 13 |
Advisory Services Network, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 13 |
Gateway Advisory, LLC | 7 | 6 | 0.51% | 0.89% | 1.80% | Q1 2017 | Q2 2021 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.23% | 0.26% | 0.32% | Q4 2018 | Q4 2021 | 13 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.18% | 0.22% | 0.29% | Q2 2019 | Q2 2023 | 12 |
Kestra Advisory Services, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 11 |
EP Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2022 | 11 |
FORTE CAPITAL LLC /ADV | 7 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 10 |
Baird Financial Group, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ProVise Management Group, LLC | 10 | 10 | 0.03% | 0.09% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.69% | 0.87% | 1.05% | Q2 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
TRUIST FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 9 |
Compagnie Lombard Odier SCmA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LINCOLN NATIONAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NVWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Commonwealth Equity Services, Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.09% | 0.24% | Q4 2018 | Q3 2023 | 8 |
Horizon Investment Services, LLC | 8 | 8 | 0.10% | 0.11% | 0.14% | Q2 2014 | Q1 2016 | 8 |
LOWERY THOMAS, LLC | 8 | 8 | 0.79% | 1.05% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Sierra Capital LLC | 7 | 7 | 0.00% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
CAPITAL WEALTH MANAGEMENT, LLC | 7 | 7 | 0.47% | 0.64% | 0.90% | Q1 2022 | Q3 2023 | 7 |
BlackRock Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Milestone Advisory Partners | 5 | 2 | 0.21% | 0.30% | 0.44% | Q4 2021 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Spire Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
MinichMacGregor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q4 2019 | 7 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q4 2017 | 6 |
Cetera Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 6 |
MATRIX PRIVATE CAPITAL GROUP LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.07% | 0.10% | 0.14% | Q1 2021 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 6 | 0.51% | 0.54% | 0.57% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
ERTS Wealth Advisors, LLC | 6 | 6 | 0.12% | 0.13% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Biltmore Capital Advisors LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q4 2021 | 6 |
Capital Planning Advisors, LLC | 6 | 6 | 0.12% | 0.15% | 0.22% | Q2 2018 | Q3 2019 | 6 |
ETFIDEA, LLC | 5 | 1 | 0.08% | 0.13% | 0.20% | Q4 2021 | Q2 2023 | 6 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Merit Financial Group, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
MAI Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Claraphi Advisory Network, LLC | 5 | 5 | 0.12% | 0.18% | 0.22% | Q1 2021 | Q1 2022 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
City State Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
PFG Advisors | 5 | 5 | 0.08% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 5 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.16% | 0.25% | 0.36% | Q4 2017 | Q4 2018 | 5 |
Cable Hill Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 4 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.04% | 0.09% | 0.12% | Q2 2021 | Q2 2022 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Concord Wealth Partners | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2020 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.29% | 0.31% | 0.34% | Q4 2018 | Q3 2019 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.04% | 0.09% | 0.11% | Q2 2021 | Q1 2022 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 2.14% | 2.20% | 2.25% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.54% | 0.60% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Blue Barn Wealth, LLC | 4 | 4 | 0.37% | 0.42% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.20% | 0.24% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Rodgers & Associates, LTD | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OPPENHEIMER & CO INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 3 |
Granite Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 3 |
Affiance Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Founders Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
PETTYJOHN, WOOD & WHITE, INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
WFG Advisors, LP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
STUDIO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.11% | 0.24% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jefferies Group LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q3 2018 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.34% | 0.39% | 0.45% | Q4 2021 | Q1 2022 | 2 |
NTB Financial Corp | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.11% | 0.14% | 0.17% | Q3 2015 | Q4 2015 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2016 | 2 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Cannell & Co. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.21% | 0.42% | Q3 2015 | Q4 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.68% | 0.72% | 0.77% | Q3 2022 | Q4 2022 | 2 |
Breakwater Capital Group | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Ellevest, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DENVER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
YALE UNIVERSITY | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Dakota Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 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.