Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 40 | 40 | 0.01% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
CAPTRUST FINANCIAL ADVISORS | 14 | 5 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
HBK Sorce Advisory LLC | 33 | 1 | 0.01% | 0.08% | 0.20% | Q1 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
Roble, Belko & Company, Inc | 30 | 4 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 33 |
FIRST FOUNDATION ADVISORS | 33 | 33 | 0.04% | 0.09% | 0.12% | Q3 2015 | Q3 2023 | 33 |
Marble Harbor Investment Counsel, LLC | 32 | 1 | 0.05% | 0.61% | 0.90% | Q2 2015 | Q3 2023 | 33 |
Private Advisor Group, LLC | 23 | 1 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 32 |
PETTYJOHN, WOOD & WHITE, INC | 32 | 32 | 0.10% | 0.11% | 0.13% | Q4 2015 | Q3 2023 | 32 |
FIRST NATIONAL BANK OF OMAHA | 32 | 32 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q2 2023 | 32 |
Coastline Trust Co | 32 | 32 | 0.05% | 0.32% | 0.54% | Q4 2015 | Q3 2023 | 32 |
Cetera Advisor Networks LLC | 21 | 10 | 0.01% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 29 |
Cetera Advisors LLC | 23 | 6 | 0.06% | 0.16% | 0.22% | Q2 2016 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
CITIGROUP INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 29 |
Bridgeworth, LLC | 28 | 28 | 0.70% | 3.08% | 5.34% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.04% | 0.12% | 0.20% | Q4 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 28 |
SUN LIFE FINANCIAL INC | 26 | 1 | 0.02% | 0.21% | 0.51% | Q4 2015 | Q2 2023 | 27 |
STIFEL FINANCIAL CORP | 25 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
CAHILL FINANCIAL ADVISORS INC | 27 | 27 | 0.05% | 0.18% | 0.33% | Q1 2017 | Q3 2023 | 27 |
Veritable, L.P. | 27 | 27 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q2 2023 | 27 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.35% | 0.65% | 0.92% | Q2 2015 | Q4 2021 | 27 |
First PREMIER Bank | 27 | 27 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Dorsey & Whitney Trust CO LLC | 27 | 27 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Janney Montgomery Scott LLC | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 24 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 25 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.06% | 0.22% | 0.37% | Q4 2017 | Q3 2023 | 24 |
Orgel Wealth Management, LLC | 24 | 24 | 0.18% | 3.23% | 14.70% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Stordahl Capital Management, Inc. | 24 | 24 | 0.29% | 4.15% | 10.18% | Q4 2017 | Q3 2023 | 24 |
FIRST MANHATTAN CO. LLC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
B. Riley Wealth Advisors, Inc. | 22 | 1 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 13 | 10 | 0.00% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 23 |
Brouwer & Janachowski, LLC | 22 | 22 | 2.18% | 5.16% | 8.13% | Q2 2016 | Q3 2021 | 22 |
PFG Advisors | 17 | 5 | 0.14% | 0.24% | 0.51% | Q4 2017 | Q3 2023 | 22 |
Savant Capital, LLC | 22 | 22 | 0.04% | 0.74% | 1.45% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 11 | 5 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 22 |
SMITH, MOORE & CO. | 22 | 22 | 0.05% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Northstar Group, Inc. | 21 | 21 | 0.06% | 0.09% | 0.14% | Q3 2018 | Q3 2023 | 21 |
ATLAS CAPITAL ADVISORS LLC | 12 | 9 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 21 |
Valeo Financial Advisors, LLC | 17 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
PINNACLE FINANCIAL PARTNERS INC | 19 | 2 | 0.03% | 0.26% | 0.50% | Q1 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Bartlett & Co. LLC | 8 | 6 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2023 | 21 |
One Day In July LLC | 20 | 20 | 4.54% | 6.54% | 9.19% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Sandy Spring Bank | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q3 2022 | 20 |
SYNOVUS FINANCIAL CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Winslow, Evans & Crocker, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2020 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.42% | 0.61% | 0.92% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Dynamic Advisor Solutions LLC | 18 | 1 | 0.03% | 0.49% | 0.97% | Q3 2018 | Q3 2023 | 19 |
LOWE BROCKENBROUGH & CO INC | 19 | 19 | 0.06% | 0.12% | 0.19% | Q1 2019 | Q3 2023 | 19 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 16 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.04% | 0.19% | Q1 2017 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.86% | 2.02% | 3.12% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q2 2022 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 2 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
D.A. DAVIDSON & CO. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 18 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.08% | 0.30% | Q4 2014 | Q4 2021 | 18 |
CENTAURUS FINANCIAL, INC. | 9 | 4 | 0.01% | 0.25% | 0.72% | Q4 2017 | Q3 2023 | 17 |
Keystone Financial Group | 15 | 2 | 0.21% | 0.35% | 0.43% | Q2 2019 | Q3 2023 | 17 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 17 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 4 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 17 |
360 Financial, Inc. | 16 | 16 | 0.16% | 0.28% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Betterment LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 2.12% | 2.72% | 3.37% | Q4 2019 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 0.40% | 0.75% | 1.15% | Q4 2019 | Q3 2023 | 16 |
Cranbrook Wealth Management, LLC | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Affiance Financial, LLC | 16 | 16 | 0.10% | 0.18% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Klingman & Associates, LLC | 16 | 16 | 0.08% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 16 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 15 |
Geller Advisors LLC | 15 | 15 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Carmichael Hill & Associates, Inc. | 15 | 15 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BELLEVUE ASSET MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.05% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 15 |
HM PAYSON & CO | 15 | 15 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Continuum Advisory, LLC | 15 | 15 | 0.10% | 0.20% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q4 2016 | 15 |
First Heartland Consultants, Inc. | 15 | 15 | 0.03% | 0.20% | 0.35% | Q2 2016 | Q4 2019 | 15 |
SHEPHERD KAPLAN KROCHUK, LLC | 12 | 3 | 0.23% | 0.44% | 0.85% | Q2 2019 | Q3 2023 | 15 |
MONETA GROUP INVESTMENT ADVISORS LLC | 15 | 15 | 0.04% | 0.11% | 0.75% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
KEYBANK NATIONAL ASSOCIATION/OH | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 14 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 14 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 14 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 14 | 14 | 0.21% | 0.49% | 0.71% | Q2 2020 | Q3 2023 | 14 |
FAS Wealth Partners, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 14 | 14 | 0.04% | 0.16% | 0.38% | Q1 2016 | Q2 2019 | 14 |
Geneos Wealth Management Inc. | 8 | 1 | 0.00% | 0.04% | 0.16% | Q1 2016 | Q3 2022 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
RAYMOND JAMES TRUST N.A. | 12 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 12 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 13 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.37% | 0.41% | 0.46% | Q2 2019 | Q2 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CERTUITY, LLC | 13 | 13 | 0.30% | 0.57% | 0.78% | Q3 2020 | Q3 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.10% | 0.12% | 0.13% | Q4 2018 | Q4 2021 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Summit Financial Strategies, Inc. | 10 | 3 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.11% | 0.16% | 0.33% | Q3 2020 | Q3 2023 | 13 |
Gateway Advisory, LLC | 7 | 2 | 0.67% | 1.08% | 1.76% | Q1 2017 | Q4 2021 | 13 |
DB Wealth Management Group, LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.15% | 0.38% | 0.80% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.13% | 0.21% | 0.34% | Q4 2020 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 7 | 5 | 0.01% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 12 |
Capital Analysts, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BREWIN DOLPHIN LTD | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 12 |
Accel Wealth Management | 12 | 12 | 0.13% | 0.19% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Advisor OS, LLC | 12 | 12 | 0.08% | 0.31% | 0.42% | Q4 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HARBOR ADVISORY CORP /MA/ | 12 | 12 | 0.18% | 1.13% | 1.37% | Q4 2020 | Q3 2023 | 12 |
Valmark Advisers, Inc. | 7 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Alexandria Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2017 | 11 |
Merit Financial Group, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
EQ LLC | 11 | 11 | 1.51% | 1.80% | 2.15% | Q4 2020 | Q2 2023 | 11 |
Wealthspire Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Private Ocean, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 11 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 0.10% | 0.22% | 0.28% | Q2 2021 | Q3 2023 | 10 |
BESSEMER GROUP INC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2022 | 10 |
PagnatoKarp Partners LLC | 7 | 3 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q4 2019 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Executive Wealth Management, LLC | 10 | 10 | 0.04% | 0.10% | 0.64% | Q2 2021 | Q3 2023 | 10 |
WNY Asset Management, LLC | 10 | 10 | 0.08% | 1.25% | 3.33% | Q2 2021 | Q3 2023 | 10 |
Tranquility Partners, LLC | 10 | 10 | 0.12% | 0.15% | 0.18% | Q1 2021 | Q2 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Sawyer & Company, Inc | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
REGENTATLANTIC CAPITAL LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q2 2020 | 10 |
Financial Advisors, LLC | 10 | 10 | 0.08% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q4 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 10 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 10 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Parallel Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
Sierra Capital LLC | 9 | 9 | 0.00% | 0.28% | 0.54% | Q3 2021 | Q3 2023 | 9 |
Renaissance Technologies | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 9 | 9 | 0.08% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
DEUTSCHE BANK AG\ | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2019 | 9 |
SG Americas Securities, LLC | 5 | 4 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2017 | 9 |
Financial Council Asset Management Inc | 9 | 9 | 0.52% | 0.90% | 1.35% | Q3 2021 | Q3 2023 | 9 |
CreativeOne Wealth, LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q4 2021 | 9 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.68% | 1.39% | Q3 2018 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Bangor Savings Bank | 8 | 8 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q4 2019 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Plante Moran Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lee Financial Co | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.06% | 0.10% | 0.15% | Q1 2017 | Q4 2018 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.28% | 0.36% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.90% | 1.38% | 1.81% | Q4 2021 | Q3 2023 | 8 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.04% | 0.25% | Q4 2013 | Q3 2017 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.23% | 0.91% | 2.89% | Q1 2021 | Q4 2022 | 8 |
COMERICA BANK | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 8 |
Anchor Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 8 |
Anson Capital, Inc. | 8 | 8 | 0.77% | 1.30% | 1.87% | Q4 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.60% | 0.70% | 0.78% | Q4 2021 | Q3 2023 | 8 |
RIVER GLOBAL INVESTORS LLP | 4 | 4 | 0.45% | 1.63% | 2.92% | Q1 2017 | Q4 2019 | 8 |
Bryant Woods Investment Advisors, LLC | 8 | 8 | 3.17% | 3.45% | 3.81% | Q4 2021 | Q3 2023 | 8 |
CWM, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 8 |
Good Life Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 8 |
PACK Private Wealth, LLC | 8 | 8 | 0.24% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.10% | 0.16% | 0.33% | Q1 2021 | Q3 2023 | 8 |
Wolf Group Capital Advisors | 5 | 1 | 0.03% | 0.20% | 0.32% | Q2 2019 | Q4 2022 | 8 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 7 |
YARGER WEALTH STRATEGIES, LLC | 4 | 3 | 0.18% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 7 |
Cerity Partners LLC | 4 | 3 | 0.00% | 0.34% | 0.74% | Q4 2021 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q4 2014 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q2 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.23% | 0.29% | 0.36% | Q1 2022 | Q3 2023 | 7 |
First American Bank | 7 | 7 | 0.02% | 0.12% | 0.17% | Q2 2020 | Q4 2021 | 7 |
Wiser Wealth Management, Inc | 7 | 7 | 3.83% | 5.42% | 5.80% | Q2 2022 | Q4 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 7 |
OLD NATIONAL BANCORP /IN/ | 6 | 1 | 0.01% | 0.21% | 0.32% | Q1 2015 | Q3 2023 | 7 |
CALTON & ASSOCIATES, INC. | 7 | 7 | 0.07% | 0.09% | 0.11% | Q1 2018 | Q3 2019 | 7 |
MinichMacGregor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 7 | 0.03% | 0.06% | 0.13% | Q1 2022 | Q3 2023 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Modera Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Bellwether Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.30% | 0.36% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.01% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
BOKF, NA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 6 |
BOENNING & SCATTERGOOD, INC. | 5 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2022 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q2 2022 | 6 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 6 |
VANGUARD GROUP INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 6 |
MATRIX PRIVATE CAPITAL GROUP LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q2 2022 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.46% | 0.50% | 0.54% | Q4 2020 | Q1 2022 | 6 |
Nachman Norwood & Parrott, Inc | 5 | 1 | 0.00% | 0.12% | 0.15% | Q4 2018 | Q3 2020 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 6 | 1.10% | 1.53% | 1.80% | Q2 2022 | Q3 2023 | 6 |
Nadler Financial Group, Inc. | 6 | 6 | 0.23% | 0.24% | 0.26% | Q1 2018 | Q2 2019 | 6 |
City State Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Flower City Capital | 5 | 5 | 1.48% | 1.88% | 2.34% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Avestar Capital, LLC | 5 | 5 | 1.82% | 2.05% | 2.22% | Q4 2018 | Q4 2019 | 5 |
GREENLEAF TRUST | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 1 | 0.47% | 0.52% | 0.55% | Q3 2020 | Q1 2022 | 5 |
Manchester Capital Management LLC | 5 | 5 | 0.05% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.34% | 0.40% | 0.45% | Q4 2021 | Q4 2022 | 5 |
LBMC INVESTMENT ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Private Wealth Advisors, LLC | 5 | 5 | 0.72% | 0.84% | 0.92% | Q4 2018 | Q4 2019 | 5 |
Annapolis Financial Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TD Waterhouse Canada Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Baystate Wealth Management LLC | 5 | 5 | 2.59% | 2.99% | 3.33% | Q3 2022 | Q3 2023 | 5 |
BROWN ADVISORY INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.13% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Taylor & Morgan Wealth Management, LLC | 5 | 5 | 0.42% | 0.47% | 0.58% | Q3 2022 | Q3 2023 | 5 |
SAX WEALTH ADVISORS, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Beacon Pointe Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Fiera Capital Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Johnson Bixby & Associates, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Jefferies Group LLC | 2 | 1 | 0.01% | 0.06% | 0.15% | Q3 2015 | Q3 2020 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 4.43% | 4.92% | 5.49% | Q4 2022 | Q3 2023 | 4 |
LifePlan Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.33% | 0.36% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Cetera Investment Advisers | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 4 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 4 | 4 | 0.10% | 0.13% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Breakwater Capital Group | 4 | 4 | 0.25% | 0.42% | 0.56% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Mutual Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q2 2021 | 4 |
Davidson Capital Management Inc. | 4 | 4 | 0.27% | 1.58% | 2.25% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Verum Partners LLC | 4 | 4 | 1.07% | 1.99% | 2.59% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.28% | 0.64% | 1.25% | Q4 2022 | Q3 2023 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Capital Group Private Client Services, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
OLD MISSION CAPITAL LLC | 4 | 4 | 0.02% | 0.11% | 0.19% | Q2 2021 | Q1 2022 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.31% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 4 | 4 | 1.84% | 2.06% | 2.28% | Q4 2022 | Q3 2023 | 4 |
REBALANCE, LLC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Whitcomb & Hess, Inc. | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Aveo Capital Partners, LLC | 4 | 4 | 0.04% | 0.27% | 0.47% | Q1 2022 | Q4 2022 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Bristlecone Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
IEQ CAPITAL, LLC | 3 | 3 | 0.01% | 0.05% | 0.12% | Q3 2022 | Q1 2023 | 3 |
Portfolio Strategies, Inc. | 3 | 3 | 0.54% | 0.58% | 0.61% | Q3 2018 | Q1 2019 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.13% | 0.15% | 0.19% | Q3 2021 | Q1 2022 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Horizons Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.38% | 0.43% | 0.51% | Q4 2017 | Q2 2018 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.07% | 0.16% | 0.22% | Q4 2021 | Q2 2022 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
55I, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.05% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.24% | 0.44% | 0.82% | Q4 2016 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.19% | 0.20% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Essex Financial Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Banco Santander, S.A. | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2018 | Q3 2018 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Northwest Capital Management Inc | 2 | 1 | 0.19% | 0.22% | 0.25% | Q2 2018 | Q4 2019 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.52% | 0.52% | 0.52% | Q1 2022 | Q2 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Fi3 FINANCIAL ADVISORS, LLC | 2 | 2 | 0.66% | 0.73% | 0.79% | Q2 2022 | Q3 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Main Street Financial Solutions, LLC | 2 | 2 | 0.13% | 0.17% | 0.21% | Q4 2021 | Q1 2022 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 3.51% | 3.66% | 3.82% | Q4 2021 | Q1 2022 | 2 |
American Money Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
F3Logic, LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q1 2018 | Q2 2018 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q3 2017 | 2 |
Grove Bank & Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Aldebaran Financial Inc. | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q1 2022 | 2 |
WATERSHED PRIVATE WEALTH LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q2 2017 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WealthCare Investment Partners, LLC | 2 | 2 | 0.19% | 0.23% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2020 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Polianta Ltd | 1 | 1 | 7.08% | 7.14% | 7.20% | Q3 2019 | Q3 2020 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Andesa Financial Management Inc. | 1 | 1 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q1 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 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Next Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.07% | 0.14% | 0.21% | Q4 2020 | Q1 2021 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2014 | Q1 2015 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2020 | Q3 2020 | 2 |
Strategic Wealth Partners Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Tanglewood Wealth Management, Inc. | 1 | 1 | 0.43% | 2.03% | 3.63% | Q1 2021 | Q1 2022 | 2 |
Asset Allocation & Management Company, LLC | 2 | 2 | 0.23% | 0.26% | 0.29% | Q4 2019 | Q1 2020 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
COWA, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2015 | Q4 2015 | 1 |
Newport Wealth Strategies, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2017 | Q3 2017 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2018 | Q3 2018 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Caprock Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Private Vista, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hugh Johnson Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2013 | Q3 2013 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2023 | Q3 2023 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2022 | Q1 2022 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2019 | Q1 2019 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
S.A. Mason LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Portfolio Strategies Inc | 1 | 1 | 8.88% | 8.88% | 8.88% | Q1 2014 | Q1 2014 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 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.