Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 34 | 6 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 40 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
ROYAL BANK OF CANADA | 36 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 38 |
Creative Planning | 33 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
FRANKLIN RESOURCES INC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
AMERIPRISE FINANCIAL INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 17 | 14 | 0.00% | 0.07% | 0.20% | Q4 2015 | Q3 2023 | 31 |
VANGUARD GROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2021 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
Private Advisor Group, LLC | 17 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 29 |
FIFTH THIRD BANCORP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.39% | Q2 2013 | Q4 2019 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
RWA WEALTH PARTNERS, LLC | 25 | 1 | 0.09% | 0.72% | 3.06% | Q4 2016 | Q3 2023 | 26 |
KEYBANK NATIONAL ASSOCIATION/OH | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.04% | 0.14% | Q2 2017 | Q3 2023 | 26 |
JPMORGAN CHASE & CO | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Stordahl Capital Management, Inc. | 24 | 24 | 3.31% | 3.93% | 4.77% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Trellis Advisors, LLC | 24 | 24 | 0.70% | 1.13% | 1.61% | Q4 2017 | Q3 2023 | 24 |
Relaxing Retirement Coach | 23 | 23 | 0.75% | 1.57% | 3.54% | Q4 2017 | Q2 2023 | 23 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 23 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 12 | 4 | 0.00% | 0.29% | 0.63% | Q4 2017 | Q3 2023 | 22 |
PFG Advisors | 16 | 5 | 0.04% | 0.13% | 0.38% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Meridian Wealth Management, LLC | 14 | 3 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.23% | Q4 2017 | Q3 2022 | 20 |
Betterment LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
BLAIR WILLIAM & CO/IL | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
First Allied Advisory Services, Inc. | 17 | 1 | 0.01% | 0.02% | 0.07% | Q4 2015 | Q3 2020 | 18 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.02% | 0.15% | Q1 2015 | Q2 2023 | 18 |
Cetera Advisor Networks LLC | 15 | 1 | 0.00% | 0.14% | 0.26% | Q3 2013 | Q2 2020 | 17 |
GLENMEDE TRUST CO NA | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q3 2022 | 16 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.12% | Q3 2016 | Q4 2021 | 15 |
EP Wealth Advisors, LLC | 11 | 4 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 15 |
Simplicity Solutions, LLC | 8 | 7 | 0.01% | 0.06% | 0.20% | Q2 2019 | Q1 2023 | 15 |
Equitable Holdings, Inc. | 11 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.04% | 0.39% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Halpern Financial, Inc. | 14 | 14 | 0.02% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q4 2021 | 14 |
AdvisorNet Financial, Inc | 8 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 14 |
Virtu Financial LLC | 7 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 14 |
Gateway Advisory, LLC | 7 | 2 | 0.53% | 0.90% | 1.72% | Q1 2017 | Q2 2021 | 14 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.16% | 0.26% | 0.36% | Q3 2020 | Q3 2023 | 13 |
SUNTRUST BANKS INC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2019 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
BLB&B Advisors, LLC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
WESTWOOD HOLDINGS GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HighTower Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Global Retirement Partners, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 12 |
Private Capital Group, LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2022 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BlackRock Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 12 |
RAYMOND JAMES TRUST N.A. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
Round Rock Advisors, LLC | 11 | 11 | 0.24% | 0.50% | 1.04% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Baird Financial Group, Inc. | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CIBC WORLD MARKET INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NWAM LLC | 10 | 10 | 0.08% | 0.12% | 0.16% | Q1 2017 | Q2 2019 | 10 |
Financial Advocates Investment Management | 4 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 10 |
Geneos Wealth Management Inc. | 9 | 9 | 0.00% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 9 |
FORTE CAPITAL LLC /ADV | 6 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 9 |
MONTAG A & ASSOCIATES INC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q3 2023 | 9 |
USCA RIA LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q1 2020 | 9 |
Heritage Investment Group, Inc. | 8 | 8 | 0.24% | 0.44% | 0.83% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.30% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.55% | 1.11% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
M&T BANK CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.06% | 0.24% | Q3 2016 | Q4 2021 | 8 |
DEUTSCHE BANK AG\ | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2019 | 8 |
PRIVATE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Hanson & Doremus Investment Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
MinichMacGregor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.04% | 0.12% | Q2 2015 | Q4 2016 | 7 |
IFG Advisory, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
City State Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Larson Financial Group LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Wealthquest Corp | 7 | 7 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q1 2022 | 7 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Levy Wealth Management Group, LLC | 6 | 6 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Biondo Investment Advisors, LLC | 6 | 6 | 0.07% | 0.11% | 0.14% | Q3 2017 | Q4 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Biltmore Capital Advisors LLC | 6 | 6 | 0.09% | 0.11% | 0.16% | Q3 2020 | Q4 2021 | 6 |
SEI INVESTMENTS CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 6 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.08% | 0.25% | Q4 2013 | Q1 2018 | 6 |
Taylor Hoffman Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 6 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 6 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Ritter Daniher Financial Advisory LLC / DE | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Domani Wealth, LLC | 5 | 5 | 0.37% | 0.39% | 0.41% | Q4 2018 | Q4 2019 | 5 |
SIMPLEX TRADING, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Aaron Wealth Advisors LLC | 5 | 5 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q1 2022 | 5 |
Madison Asset Management, LLC | 5 | 5 | 0.10% | 0.23% | 0.40% | Q4 2020 | Q4 2021 | 5 |
Ziegler Capital Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 5 |
NORTHERN TRUST CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
SIGNATUREFD, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
FormulaFolio Investments, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
TSFG, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q4 2022 | 4 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Founders Capital Management | 4 | 4 | 0.05% | 0.08% | 0.13% | Q1 2023 | Q4 2023 | 4 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q1 2020 | 4 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 2 | 0.44% | 0.58% | 0.66% | Q3 2016 | Q3 2017 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
New Capital Management LP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.20% | 0.20% | 0.21% | Q4 2018 | Q3 2019 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.47% | 0.80% | Q1 2015 | Q4 2015 | 4 |
1900 WEALTH MANAGEMENT LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Jefferies Group LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q2 2020 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
IFG Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q3 2019 | Q1 2020 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
FinTrust Capital Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
CWM, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 3 |
BENNETT SELBY INVESTMENTS LP | 3 | 3 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q4 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Cardan Capital Partners, LLC | 2 | 1 | 0.04% | 0.95% | 1.45% | Q4 2015 | Q3 2020 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
COMMERCE BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Advantage, Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.20% | 0.24% | 0.27% | Q2 2020 | Q4 2020 | 3 |
WP Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 3 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Noven Financial Group, Inc. | 3 | 3 | 1.43% | 3.64% | 4.92% | Q2 2015 | Q4 2015 | 3 |
Rodgers & Associates, LTD | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PYA Waltman Capital, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.03% | 0.18% | 0.33% | Q4 2017 | Q1 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CNB Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q2 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Shilanski & Associates, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2017 | Q4 2017 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q4 2022 | Q4 2022 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Savant Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Legacy Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Csenge Advisory Group | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2017 | Q4 2017 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sunburst Financial Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCG Advisors, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 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.