Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CAPTRUST FINANCIAL ADVISORS | 45 | 45 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2024 | 45 |
ROYAL BANK OF CANADA | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
PNC FINANCIAL SERVICES GROUP, INC. | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
BANK OF AMERICA CORP /DE/ | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
US BANCORP \DE\ | 45 | 45 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2024 | 45 |
LPL Financial LLC | 45 | 45 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2024 | 45 |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 45 | 45 | 0.31% | 0.49% | 0.93% | Q2 2013 | Q2 2024 | 45 |
Cambridge Investment Research Advisors, Inc. | 31 | 13 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2024 | 44 |
IRON Financial LLC | 43 | 43 | 0.16% | 1.48% | 6.00% | Q4 2013 | Q2 2024 | 43 |
Bartlett & Co. LLC | 26 | 16 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2023 | 42 |
D.A. DAVIDSON & CO. | 40 | 40 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q2 2024 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.10% | 0.29% | 0.52% | Q3 2014 | Q2 2024 | 40 |
UBS Group AG | 39 | 39 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2024 | 39 |
Cetera Advisor Networks LLC | 22 | 16 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q4 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 38 |
Raymond James Financial Services Advisors, Inc. | 36 | 1 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q2 2024 | 37 |
Private Advisor Group, LLC | 35 | 1 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q2 2024 | 36 |
Marble Harbor Investment Counsel, LLC | 35 | 35 | 0.08% | 0.21% | 0.26% | Q4 2015 | Q2 2024 | 35 |
Creative Planning | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2024 | 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 34 |
Avior Wealth Management, LLC | 34 | 34 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q2 2024 | 34 |
AMERIPRISE FINANCIAL INC | 33 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2024 | 34 |
RAYMOND JAMES & ASSOCIATES | 34 | 34 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2024 | 34 |
IFP Advisors, Inc | 20 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2024 | 33 |
Coastline Trust Co | 33 | 33 | 0.10% | 0.26% | 0.36% | Q2 2016 | Q2 2024 | 33 |
Roble, Belko & Company, Inc | 33 | 33 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q1 2023 | 33 |
FIRST NATIONAL BANK OF OMAHA | 32 | 32 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q2 2023 | 32 |
Waverly Advisors, LLC | 32 | 32 | 0.04% | 0.18% | 0.45% | Q3 2016 | Q2 2024 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2024 | 32 |
FIFTH THIRD BANCORP | 25 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2023 | 32 |
HBK Sorce Advisory LLC | 26 | 1 | 0.01% | 0.13% | 0.30% | Q1 2014 | Q2 2024 | 31 |
SUN LIFE FINANCIAL INC | 26 | 4 | 0.07% | 0.57% | 4.54% | Q4 2015 | Q2 2023 | 30 |
RWA WEALTH PARTNERS, LLC | 30 | 30 | 0.02% | 0.06% | 0.12% | Q1 2017 | Q2 2024 | 30 |
Global Retirement Partners, LLC | 20 | 10 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2024 | 30 |
Dorsey & Whitney Trust CO LLC | 30 | 30 | 0.02% | 0.07% | 0.11% | Q1 2017 | Q2 2024 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Veritable, L.P. | 30 | 30 | 0.01% | 0.08% | 0.16% | Q1 2016 | Q2 2023 | 30 |
FLAGSHIP HARBOR ADVISORS, LLC | 30 | 30 | 0.03% | 0.10% | 0.19% | Q4 2016 | Q1 2024 | 30 |
OPTIMUM INVESTMENT ADVISORS | 26 | 4 | 0.02% | 0.03% | 0.06% | Q2 2014 | Q2 2024 | 30 |
VANGUARD GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2024 | 29 |
MML INVESTORS SERVICES, LLC | 29 | 29 | 0.01% | 0.02% | 0.07% | Q2 2017 | Q2 2024 | 29 |
Geneos Wealth Management Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2024 | 29 |
LifePlan Financial Group, Inc | 29 | 29 | 0.23% | 0.37% | 0.49% | Q3 2013 | Q3 2020 | 29 |
Bridgeworth, LLC | 29 | 29 | 1.31% | 5.56% | 8.87% | Q4 2016 | Q4 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 28 |
SIGNATUREFD, LLC | 26 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2024 | 28 |
Steward Partners Investment Advisory, LLC | 21 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2024 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q2 2024 | 27 |
Taylor Hoffman Wealth Management | 27 | 27 | 0.24% | 0.41% | 0.61% | Q4 2017 | Q2 2024 | 27 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.14% | 0.65% | Q3 2013 | Q2 2024 | 27 |
Cetera Advisors LLC | 24 | 3 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q4 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Front Row Advisors LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2024 | 27 |
PINNACLE ASSOCIATES LTD | 26 | 26 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2024 | 26 |
TEXAS CAPITAL BANCSHARES INC/TX | 26 | 26 | 3.31% | 10.22% | 16.50% | Q3 2013 | Q4 2019 | 26 |
Endurance Wealth Management, Inc. | 26 | 26 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q2 2023 | 26 |
BARTLETT & CO. WEALTH MANAGEMENT LLC | 26 | 26 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q2 2024 | 26 |
JPMORGAN CHASE & CO | 23 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2024 | 26 |
IHT Wealth Management, LLC | 24 | 2 | 0.01% | 0.05% | 0.34% | Q4 2017 | Q2 2024 | 26 |
ATLAS CAPITAL ADVISORS LLC | 15 | 10 | 0.01% | 0.02% | 0.08% | Q1 2018 | Q2 2024 | 25 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 11 | 0.02% | 0.07% | 0.18% | Q4 2016 | Q2 2024 | 25 |
COMERICA BANK | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2024 | 25 |
CITIGROUP INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2021 | 24 |
FMR LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
CWM, LLC | 13 | 11 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 24 |
Mariner, LLC | 16 | 8 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2024 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2024 | 24 |
Relaxing Retirement Coach | 23 | 23 | 0.19% | 0.37% | 0.94% | Q4 2017 | Q2 2023 | 23 |
FIDUCIARY TRUST CO | 23 | 23 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q2 2024 | 23 |
Tower Research Capital LLC (TRC) | 12 | 11 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q1 2024 | 23 |
WealthBridge Capital Management, LLC | 23 | 23 | 0.35% | 0.57% | 0.90% | Q4 2018 | Q2 2024 | 23 |
Klingman & Associates, LLC | 23 | 23 | 0.04% | 0.11% | 0.18% | Q4 2018 | Q2 2024 | 23 |
New England Private Wealth Advisors LLC | 22 | 22 | 0.05% | 0.08% | 0.15% | Q1 2019 | Q2 2024 | 22 |
Atria Investments, Inc | 17 | 5 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2024 | 22 |
Manchester Capital Management LLC | 22 | 22 | 0.04% | 0.16% | 0.45% | Q1 2019 | Q2 2024 | 22 |
CRA Financial Services, LLC | 17 | 5 | 0.09% | 0.13% | 0.17% | Q4 2018 | Q2 2024 | 22 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q1 2024 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q1 2019 | 21 |
BLAIR WILLIAM & CO/IL | 13 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 21 |
Sound View Wealth Advisors Group, LLC | 21 | 21 | 0.05% | 0.19% | 0.58% | Q2 2019 | Q2 2024 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2024 | 20 |
Keystone Financial Group | 16 | 4 | 0.08% | 0.37% | 0.47% | Q1 2019 | Q1 2024 | 20 |
Janney Montgomery Scott LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2024 | 20 |
Patriot Financial Group Insurance Agency, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 20 |
Wellesley Investment Partners, LLC | 20 | 20 | 0.10% | 0.25% | 0.54% | Q4 2015 | Q3 2020 | 20 |
GOLDMAN SACHS GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 20 |
NORTHERN TRUST CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2024 | 20 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 19 | 19 | 0.57% | 0.99% | 1.54% | Q4 2019 | Q2 2024 | 19 |
R. W. Roge & Company, Inc. | 19 | 19 | 0.24% | 0.38% | 1.01% | Q4 2019 | Q2 2024 | 19 |
Benchmark Wealth Management, LLC | 19 | 19 | 0.15% | 0.23% | 0.30% | Q4 2019 | Q2 2024 | 19 |
Affiance Financial, LLC | 19 | 19 | 0.10% | 0.21% | 0.28% | Q4 2019 | Q2 2024 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q2 2022 | 19 |
APPLETON PARTNERS INC/MA | 12 | 7 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q4 2021 | 19 |
Texas Capital Bank Wealth Management Services Inc | 19 | 19 | 0.82% | 1.34% | 2.66% | Q4 2019 | Q2 2024 | 19 |
WASHINGTON TRUST Co | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 19 |
KEYBANK NATIONAL ASSOCIATION/OH | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q2 2017 | 19 |
EVERMAY WEALTH MANAGEMENT LLC | 17 | 2 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q2 2024 | 19 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2021 | 19 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 18 |
Iowa State Bank | 18 | 18 | 0.08% | 0.27% | 0.35% | Q4 2017 | Q1 2022 | 18 |
BELLEVUE ASSET MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2024 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2017 | 18 |
First American Bank | 17 | 1 | 0.01% | 0.19% | 0.25% | Q4 2019 | Q2 2024 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2024 | 18 |
MONETA GROUP INVESTMENT ADVISORS LLC | 15 | 1 | 0.01% | 0.02% | 0.11% | Q4 2018 | Q2 2024 | 18 |
STEPHENS INC /AR/ | 17 | 17 | 0.19% | 0.23% | 0.28% | Q3 2018 | Q3 2022 | 17 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2023 | 17 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 17 | 17 | 0.23% | 2.08% | 5.03% | Q2 2020 | Q2 2024 | 17 |
American Portfolios Advisors | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2022 | 17 |
ASSETMARK, INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2024 | 17 |
DAVIS R M INC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2024 | 17 |
PACIFIC FINANCIAL GROUP INC | 11 | 1 | 0.05% | 0.46% | 0.91% | Q2 2013 | Q3 2019 | 16 |
Hexagon Capital Partners LLC | 16 | 16 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q2 2024 | 16 |
GRIMES & COMPANY, INC. | 16 | 16 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q1 2019 | 16 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q4 2021 | 16 |
Kestra Advisory Services, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2024 | 16 |
Summit Financial Strategies, Inc. | 13 | 3 | 0.12% | 0.18% | 0.27% | Q2 2020 | Q2 2024 | 16 |
Walkner Condon Financial Advisors LLC | 16 | 16 | 0.14% | 0.20% | 0.44% | Q3 2020 | Q2 2024 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2024 | 16 |
Stordahl Capital Management, Inc. | 15 | 15 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q2 2024 | 15 |
Octavia Wealth Advisors, LLC | 15 | 15 | 0.24% | 0.35% | 0.48% | Q4 2020 | Q2 2024 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
AdvisorNet Financial, Inc | 12 | 3 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q2 2024 | 15 |
TRUIST FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2024 | 15 |
TD PRIVATE CLIENT WEALTH LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2024 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
McKinley Carter Wealth Services, Inc. | 15 | 15 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q2 2024 | 15 |
SITTNER & NELSON, LLC | 15 | 15 | 0.48% | 0.55% | 0.71% | Q4 2020 | Q2 2024 | 15 |
Source Financial Advisors LLC | 15 | 15 | 0.19% | 0.29% | 0.48% | Q4 2020 | Q2 2024 | 15 |
Truepoint, Inc. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2024 | 15 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 15 | 15 | 4.70% | 5.95% | 7.29% | Q4 2020 | Q2 2024 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q2 2024 | 15 |
M Holdings Securities, Inc. | 9 | 1 | 0.10% | 0.15% | 0.22% | Q1 2018 | Q1 2024 | 15 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2024 | 15 |
HARBOR ADVISORY CORP /MA/ | 15 | 15 | 0.15% | 1.48% | 1.83% | Q4 2020 | Q2 2024 | 15 |
SAX WEALTH ADVISORS, LLC | 15 | 15 | 0.11% | 0.24% | 0.42% | Q4 2020 | Q2 2024 | 15 |
EQ LLC | 11 | 3 | 1.12% | 1.24% | 1.43% | Q4 2020 | Q2 2024 | 14 |
RAYMOND JAMES TRUST N.A. | 7 | 1 | 0.01% | 0.08% | 0.92% | Q4 2015 | Q2 2024 | 14 |
Spire Wealth Management | 14 | 14 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q2 2024 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 8 | 2 | 0.00% | 0.06% | 0.47% | Q4 2019 | Q2 2024 | 14 |
INVESTMENT CENTERS OF AMERICA INC | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2014 | Q3 2017 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 14 |
Alexandria Capital, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2017 | 14 |
CAMBRIDGE TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2024 | 13 |
Disciplined Investments, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
BlackRock Finance, Inc. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 13 |
First Bancorp, Inc /ME/ | 12 | 1 | 0.91% | 1.01% | 1.20% | Q1 2021 | Q2 2024 | 13 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.00% | 0.09% | 0.13% | Q1 2021 | Q2 2024 | 13 |
Capital Directions Investment Advisors, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 13 |
HUNTINGTON NATIONAL BANK | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2024 | 13 |
GLENMEDE TRUST CO NA | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 12 |
NATIONAL PLANNING CORP | 7 | 1 | 0.00% | 0.03% | 0.04% | Q3 2013 | Q3 2017 | 12 |
MEITAV INVESTMENT HOUSE LTD | 12 | 12 | 0.01% | 0.33% | 0.45% | Q1 2021 | Q4 2023 | 12 |
Parallel Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12 | 12 | 0.74% | 1.13% | 1.54% | Q1 2021 | Q4 2023 | 12 |
Amundi | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
FIFTH THIRD SECURITIES, INC. | 9 | 2 | 0.07% | 0.14% | 0.35% | Q3 2021 | Q2 2024 | 11 |
Anson Capital, Inc. | 11 | 11 | 0.99% | 1.43% | 1.87% | Q4 2021 | Q2 2024 | 11 |
EverSource Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q2 2024 | 11 |
O'ROURKE & COMPANY, Inc | 11 | 11 | 0.41% | 0.47% | 0.51% | Q4 2021 | Q2 2024 | 11 |
Kathleen S. Wright Associates Inc. | 11 | 11 | 0.15% | 0.24% | 0.37% | Q4 2021 | Q2 2024 | 11 |
Cerity Partners LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2024 | 11 |
NATIONAL BANK OF CANADA /FI/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Bryant Woods Investment Advisors, LLC | 11 | 11 | 3.23% | 3.84% | 4.50% | Q4 2021 | Q2 2024 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
SVB WEALTH LLC | 8 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 11 |
PACK Private Wealth, LLC | 11 | 11 | 0.48% | 0.52% | 0.55% | Q4 2021 | Q2 2024 | 11 |
Plante Moran Financial Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
Financial Enhancement Group LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 11 |
Federation des caisses Desjardins du Quebec | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2024 | 10 |
Valmark Advisers, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2024 | 10 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2024 | 10 |
F3Logic, LLC | 10 | 10 | 0.01% | 0.06% | 0.11% | Q3 2020 | Q4 2022 | 10 |
Atria Wealth Solutions, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2024 | 10 |
FDx Advisors, Inc. | 8 | 2 | 0.03% | 0.35% | 0.77% | Q4 2016 | Q2 2019 | 10 |
Tranquility Partners, LLC | 10 | 10 | 0.12% | 0.14% | 0.18% | Q1 2021 | Q2 2023 | 10 |
NWAM LLC | 6 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2024 | 10 |
Cornerstone Wealth Management, LLC | 9 | 1 | 0.02% | 0.15% | 0.23% | Q3 2016 | Q3 2022 | 10 |
Moser Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2024 | 10 |
HOLLENCREST CAPITAL MANAGEMENT | 10 | 10 | 0.38% | 0.40% | 0.42% | Q3 2017 | Q4 2019 | 10 |
OLD NATIONAL BANCORP /IN/ | 9 | 9 | 0.06% | 0.19% | 0.28% | Q2 2022 | Q2 2024 | 9 |
Braver Wealth Management, LLC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q4 2016 | 9 |
City State Bank | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2024 | 9 |
Riverpoint Wealth Management Holdings, LLC | 9 | 9 | 0.09% | 0.15% | 0.23% | Q2 2019 | Q2 2021 | 9 |
SIMON QUICK ADVISORS, LLC | 9 | 9 | 0.12% | 0.28% | 0.42% | Q2 2022 | Q2 2024 | 9 |
Seneca House Advisors | 8 | 1 | 0.11% | 0.20% | 0.23% | Q4 2017 | Q4 2021 | 9 |
Ritter Daniher Financial Advisory LLC / DE | 9 | 9 | 0.35% | 0.44% | 0.54% | Q2 2022 | Q2 2024 | 9 |
MSI Financial Services Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 9 |
CASTLE WEALTH MANAGEMENT LLC | 9 | 9 | 0.28% | 0.52% | 0.85% | Q2 2022 | Q2 2024 | 9 |
Lutz Financial Services LLC | 9 | 9 | 0.07% | 0.08% | 0.10% | Q4 2017 | Q4 2019 | 9 |
GREENLEAF TRUST | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2024 | 9 |
BESSEMER GROUP INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 9 |
CGN Advisors LLC | 7 | 1 | 0.03% | 0.05% | 0.11% | Q4 2020 | Q2 2024 | 8 |
Capital Asset Advisory Services LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 8 |
Gateway Advisory, LLC | 5 | 3 | 0.56% | 0.83% | 1.17% | Q1 2021 | Q2 2024 | 8 |
DEUTSCHE BANK AG\ | 7 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2019 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2024 | 8 |
BARRETT & COMPANY, INC. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q2 2024 | 8 |
1834 INVESTMENT ADVISORS CO | 7 | 1 | 0.00% | 0.22% | 0.47% | Q2 2022 | Q2 2024 | 8 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q3 2021 | 8 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2019 | 8 |
Wealthspire Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2024 | 8 |
Blue Trust, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2024 | 8 |
Bank of New York Mellon Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Colonial Trust Co / SC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2024 | 7 |
Valeo Financial Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 7 |
TCF National Bank | 7 | 7 | 0.11% | 0.13% | 0.16% | Q3 2019 | Q1 2021 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
Bangor Savings Bank | 7 | 7 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q4 2019 | 7 |
Farther Finance Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 7 |
Horizon Family Wealth, Inc. | 7 | 7 | 0.78% | 0.94% | 1.19% | Q4 2021 | Q2 2023 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Lake Point Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 7 |
Chicago Partners Investment Group LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2024 | 7 |
Vertex Planning Partners, LLC | 7 | 7 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q2 2024 | 7 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 7 | 7 | 0.58% | 0.87% | 1.04% | Q2 2022 | Q4 2023 | 7 |
Belvedere Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2024 | 7 |
Tanglewood Legacy Advisors, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2024 | 7 |
COLLECTIVE FAMILY OFFICE LLC | 7 | 7 | 0.15% | 0.19% | 0.26% | Q4 2020 | Q2 2022 | 7 |
WNY Asset Management, LLC | 7 | 7 | 2.41% | 2.94% | 3.47% | Q4 2022 | Q2 2024 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 7 |
Verum Partners LLC | 7 | 7 | 0.08% | 0.25% | 0.45% | Q4 2022 | Q2 2024 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 1 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q1 2022 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Global Wealth Management Investment Advisory, Inc. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 7 |
DB Wealth Management Group, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2022 | 7 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q2 2022 | 6 |
Beacon Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Beacon Pointe Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2024 | 6 |
Phoenix Financial Ltd. | 6 | 6 | 0.07% | 0.09% | 0.14% | Q1 2023 | Q2 2024 | 6 |
Cowen Prime Services LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
IFC Holdings Incorporated/FL | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2014 | Q3 2015 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Brouwer & Janachowski, LLC | 6 | 6 | 0.24% | 0.27% | 0.32% | Q2 2020 | Q3 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.62% | 0.66% | 0.70% | Q4 2020 | Q1 2022 | 6 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 6 |
Pacific Sage Partners, LLC | 6 | 6 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q2 2024 | 6 |
Cherry Creek Investment Advisors, Inc. | 3 | 3 | 0.12% | 0.15% | 0.17% | Q2 2021 | Q2 2024 | 6 |
Bristlecone Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q2 2024 | 6 |
Gratus Capital, LLC | 6 | 6 | 0.01% | 1.41% | 2.00% | Q4 2022 | Q1 2024 | 6 |
JFS WEALTH ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
GHP Investment Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
MATRIX PRIVATE CAPITAL GROUP LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Soltis Investment Advisors LLC | 6 | 6 | 1.97% | 2.22% | 2.45% | Q1 2023 | Q2 2024 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 6 |
PITCAIRN CO | 6 | 6 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q2 2024 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q2 2015 | 6 |
1ST SOURCE BANK | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2024 | 6 |
Accel Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Hilltop Holdings Inc. | 5 | 5 | 0.06% | 0.13% | 0.17% | Q1 2018 | Q1 2019 | 5 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 1 | 0.53% | 0.54% | 0.55% | Q3 2020 | Q1 2022 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
CHEMICAL BANK | 5 | 5 | 0.04% | 0.06% | 0.11% | Q2 2018 | Q2 2019 | 5 |
Equitable Holdings, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 5 |
Gallagher Fiduciary Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q1 2024 | 5 |
Zhang Financial LLC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q2 2023 | Q2 2024 | 5 |
1900 WEALTH MANAGEMENT LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q2 2023 | Q2 2024 | 5 |
GTS SECURITIES LLC | 5 | 5 | 0.00% | 0.02% | 0.09% | Q2 2023 | Q2 2024 | 5 |
WEST BANCORPORATION INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2024 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q2 2024 | 5 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
Personal Wealth Partners | 5 | 5 | 0.10% | 0.11% | 0.11% | Q1 2021 | Q1 2022 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
JONES FINANCIAL COMPANIES LLLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Pinnacle Bancorp, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2024 | 5 |
Corient Private Wealth LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 5 |
Avidian Wealth Enterprises, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 4 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 4 |
RIVER GLOBAL INVESTORS LLP | 4 | 4 | 0.77% | 0.94% | 1.16% | Q1 2019 | Q4 2019 | 4 |
TIAA TRUST, NATIONAL ASSOCIATION | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Sepio Capital, LP | 2 | 2 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q1 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q2 2024 | 4 |
TRAIN BABCOCK ADVISORS LLC | 3 | 1 | 0.17% | 0.21% | 0.26% | Q4 2016 | Q4 2017 | 4 |
Bogart Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 4 |
American Trust | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q4 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Crestwood Advisors Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
Baird Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Checchi Capital Advisers, LLC | 4 | 4 | 0.12% | 0.20% | 0.27% | Q3 2023 | Q2 2024 | 4 |
Cetera Investment Advisers | 3 | 1 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q1 2024 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Lebenthal Global Advisors, LLC | 4 | 4 | 0.30% | 0.68% | 0.83% | Q3 2023 | Q2 2024 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2020 | Q3 2021 | 4 |
Sage Mountain Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2023 | Q2 2024 | 4 |
Savant Capital, LLC | 4 | 4 | 0.01% | 0.04% | 0.13% | Q3 2023 | Q2 2024 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Ramirez Asset Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2023 | Q2 2024 | 4 |
PFG Advisors | 4 | 4 | 0.02% | 0.11% | 0.24% | Q3 2022 | Q2 2023 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 4 |
CAHABA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 4 |
Bleakley Financial Group, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2024 | 4 |
Chemistry Wealth Management LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q4 2023 | Q2 2024 | 3 |
Embree Financial Group | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q2 2024 | 3 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.05% | 0.08% | 0.10% | Q2 2022 | Q4 2023 | 3 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 3 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2024 | 3 |
TD Waterhouse Canada Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
American Capital Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
HANOVER ADVISORS INC | 3 | 3 | 0.28% | 0.29% | 0.32% | Q4 2023 | Q2 2024 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
RAELIPSKIE PARTNERSHIP | 3 | 3 | 3.38% | 3.53% | 3.80% | Q4 2023 | Q2 2024 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Waldron Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2023 | Q2 2024 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Fairway Wealth LLC | 3 | 3 | 0.79% | 0.89% | 0.95% | Q4 2023 | Q2 2024 | 3 |
Transcendent Capital Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
Sigma Planning Corp | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
49 WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2023 | Q2 2024 | 3 |
Turtle Creek Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2023 | Q2 2024 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.00% | 0.34% | 0.55% | Q4 2017 | Q2 2018 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.10% | 0.18% | 0.34% | Q1 2021 | Q3 2021 | 3 |
Jefferies Group LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q1 2019 | 3 |
GW HENSSLER & ASSOCIATES LTD | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2020 | 3 |
NVWM, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.35% | 0.85% | 1.18% | Q4 2023 | Q2 2024 | 3 |
Simplicity Solutions, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2023 | 3 |
Pathstone Holdings, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2023 | Q2 2024 | 3 |
QUADRANT CAPITAL GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Round Table Services, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2022 | 3 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 1.04% | 2.07% | Q1 2022 | Q4 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 2 |
Pinnacle Holdings, LLC | 1 | 1 | 0.61% | 0.65% | 0.69% | Q4 2018 | Q4 2019 | 2 |
Asset Allocation & Management Company, LLC | 2 | 2 | 0.44% | 0.46% | 0.47% | Q4 2019 | Q1 2020 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.12% | 0.16% | 0.20% | Q1 2021 | Q2 2021 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 2 |
Integrated Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
Central Pacific Bank - Trust Division | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.05% | 0.07% | 0.09% | Q1 2024 | Q2 2024 | 2 |
Next Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Smartleaf Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q2 2015 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
STATE STREET CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
KLS Professional Advisors Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q1 2024 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Creekmur Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 2 |
Hugh Johnson Advisors LLC | 2 | 2 | 0.16% | 0.24% | 0.32% | Q2 2013 | Q3 2013 | 2 |
CIBC Private Wealth Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Strategic Wealth Partners Group, LLC | 2 | 2 | 2.45% | 3.86% | 5.26% | Q1 2018 | Q2 2018 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Warwick Investment Management, Inc. | 2 | 2 | 0.30% | 0.31% | 0.32% | Q1 2024 | Q2 2024 | 2 |
CUTLER INVESTMENT COUNSEL LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q2 2016 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
Bradley & Co. Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Operose Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2020 | Q3 2020 | 2 |
HFG Advisors, Inc. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2024 | Q2 2024 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 2 |
Gilliland Jeter Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Greenwich Wealth Management LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2016 | Q4 2016 | 2 |
Cranbrook Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
ASSET PLANNING CORPORATION | 2 | 2 | 3.64% | 3.75% | 3.86% | Q1 2024 | Q2 2024 | 2 |
Ashton Thomas Private Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 2 |
Francis Financial, Inc. | 2 | 2 | 0.32% | 1.24% | 2.15% | Q1 2024 | Q2 2024 | 2 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HANTZ FINANCIAL SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Savvy Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2024 | Q2 2024 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2024 | Q2 2024 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fort Sheridan Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2024 | Q2 2024 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2013 | Q1 2013 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2024 | Q1 2024 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
Edge Financial Advisors LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2024 | Q1 2024 | 1 |
Paracle Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Redwood Wealth Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
&PARTNERS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
BRIDGES INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LM Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Astoria Strategic Wealth, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2017 | Q3 2017 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Caitlin John, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Human Investing LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
CX Institutional | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
AdvicePeriod, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Alliance Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2024 | Q1 2024 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2015 | Q2 2015 | 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 |
LifeSteps Financial, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2024 | Q1 2024 | 1 |
Rockingstone Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 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.