Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 9 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 35 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 31 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 29 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 30 |
UBS Group AG | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
LS Investment Advisors, LLC | 23 | 7 | 0.01% | 0.59% | 2.16% | Q1 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
Northeast Financial Consultants Inc | 28 | 28 | 0.02% | 0.70% | 2.98% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 14 | 1 | 0.00% | 0.03% | 0.18% | Q1 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 17 | 3 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 28 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Veritable, L.P. | 27 | 27 | 0.01% | 0.07% | 0.16% | Q4 2016 | Q2 2023 | 27 |
BANK OF MONTREAL /CAN/ | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Creative Planning | 27 | 27 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Coastline Trust Co | 23 | 4 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 27 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Capital Investment Advisors, LLC | 26 | 26 | 0.19% | 0.79% | 2.28% | Q3 2017 | Q4 2023 | 26 |
WELLS FARGO & COMPANY/MN | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 19 | 7 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
CITIGROUP INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
FIRST HAWAIIAN BANK | 25 | 25 | 0.09% | 0.81% | 1.21% | Q3 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 25 | 25 | 0.01% | 0.05% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Charles Schwab Investment Advisory, Inc. | 24 | 24 | 0.12% | 0.18% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Bartlett & Co. LLC | 16 | 8 | 0.03% | 0.07% | 0.10% | Q4 2017 | Q4 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
JPMORGAN CHASE & CO | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
North Star Investment Management Corp. | 17 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
FORVIS Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 22 |
Janney Capital Management LLC | 22 | 22 | 0.34% | 0.49% | 0.69% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
HOWE & RUSLING INC | 21 | 21 | 0.01% | 0.19% | 0.34% | Q3 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.10% | 0.13% | 0.19% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Anchor Investment Management, LLC | 21 | 21 | 0.00% | 0.05% | 0.16% | Q4 2018 | Q4 2023 | 21 |
Wealthcare Advisory Partners LLC | 12 | 9 | 0.01% | 0.03% | 0.15% | Q1 2018 | Q3 2023 | 21 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.11% | 0.74% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Wealth Management Advisory Group, LLC | 20 | 20 | 0.08% | 0.16% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Wela Strategies, Inc. | 20 | 20 | 0.35% | 0.57% | 1.15% | Q3 2017 | Q2 2022 | 20 |
WEALTHSOURCE PARTNERS, LLC | 14 | 6 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
PINNACLE ASSOCIATES LTD | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 13 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2021 | 20 |
MML INVESTORS SERVICES, LLC | 15 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 20 |
Country Club Trust Company, n.a. | 19 | 19 | 0.18% | 0.60% | 0.95% | Q2 2017 | Q4 2021 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.03% | 0.13% | 0.30% | Q1 2019 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 7 | 5 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.13% | 0.26% | Q1 2018 | Q3 2022 | 19 |
NEW ENGLAND ASSET MANAGEMENT INC | 19 | 19 | 0.02% | 0.05% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Jackson Hole Capital Partners, LLC | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Berkeley Capital Partners, LLC | 18 | 18 | 0.14% | 0.17% | 0.21% | Q2 2019 | Q3 2023 | 18 |
Towerpoint Wealth, LLC | 15 | 3 | 0.12% | 0.23% | 0.48% | Q4 2018 | Q2 2023 | 18 |
Cedar Brook Financial Partners, LLC | 18 | 18 | 0.09% | 0.18% | 0.30% | Q2 2019 | Q3 2023 | 18 |
Dai-ichi Life Insurance Company, Ltd | 14 | 4 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 18 |
Financial Insights, Inc. | 17 | 1 | 0.10% | 0.29% | 0.40% | Q1 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.19% | 0.23% | 0.35% | Q1 2019 | Q3 2023 | 18 |
GOLDMAN SACHS GROUP INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
JANUS HENDERSON GROUP PLC | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 17 |
Ally Invest Advisors Inc. | 17 | 17 | 0.11% | 0.22% | 0.32% | Q3 2019 | Q3 2023 | 17 |
Cetera Advisors LLC | 7 | 4 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 17 |
BANK OF HAWAII | 17 | 17 | 0.04% | 1.36% | 2.28% | Q3 2019 | Q3 2023 | 17 |
Geneos Wealth Management Inc. | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Busey Bank | 17 | 17 | 0.04% | 0.22% | 0.62% | Q3 2019 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 15 | 1 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 16 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 14 | 2 | 0.74% | 0.99% | 1.25% | Q3 2019 | Q3 2023 | 16 |
Principle Wealth Partners LLC | 16 | 16 | 0.06% | 0.10% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.21% | 0.87% | 4.81% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Advisory, LLC | 16 | 16 | 0.21% | 0.35% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Montecito Bank & Trust | 7 | 1 | 0.04% | 0.24% | 0.60% | Q1 2018 | Q4 2023 | 16 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Arlington Partners LLC | 15 | 15 | 0.41% | 1.78% | 4.89% | Q1 2020 | Q3 2023 | 15 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 15 | 15 | 0.10% | 0.27% | 0.53% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.05% | 0.11% | 0.19% | Q1 2020 | Q3 2023 | 15 |
EPG Wealth Management LLC | 10 | 5 | 0.02% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 15 |
ProVise Management Group, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2022 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Manning & Napier Group, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Parallel Advisors, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q2 2023 | 15 |
Cedar Wealth Management, LLC | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 1 | 0.02% | 0.22% | 0.58% | Q2 2018 | Q3 2023 | 15 |
Unison Advisors LLC | 14 | 14 | 0.48% | 1.02% | 1.73% | Q2 2020 | Q3 2023 | 14 |
SWS Partners | 5 | 1 | 0.44% | 0.69% | 0.94% | Q4 2017 | Q3 2023 | 14 |
AE Wealth Management LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 14 |
VANGUARD GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
Ackerman Capital Advisors, LLC | 14 | 14 | 1.88% | 4.51% | 7.77% | Q2 2020 | Q3 2023 | 14 |
Human Investing LLC | 14 | 14 | 0.24% | 1.28% | 2.25% | Q2 2020 | Q3 2023 | 14 |
Quaker Wealth Management, LLC | 8 | 6 | 7.72% | 9.95% | 12.19% | Q4 2019 | Q3 2023 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.04% | 0.06% | Q3 2016 | Q4 2019 | 14 |
Smithfield Trust Co | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.17% | 0.48% | Q3 2016 | Q3 2023 | 14 |
BCS Wealth Management | 10 | 1 | 0.45% | 0.76% | 1.04% | Q4 2019 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Linscomb & Williams, Inc. | 14 | 14 | 0.33% | 0.38% | 0.43% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.21% | 0.29% | 0.40% | Q2 2020 | Q3 2023 | 14 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 12 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 14 |
180 WEALTH ADVISORS, LLC | 12 | 2 | 0.06% | 0.20% | 0.42% | Q3 2018 | Q3 2023 | 14 |
Newfound Research LLC | 14 | 14 | 0.00% | 0.43% | 1.32% | Q4 2016 | Q1 2020 | 14 |
COLONY GROUP LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 14 |
Advisor Group, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 14 |
ARQ WEALTH ADVISORS, LLC | 13 | 13 | 0.19% | 0.40% | 0.81% | Q3 2020 | Q3 2023 | 13 |
Windsor Creek Advisors, LLC | 13 | 13 | 0.16% | 1.34% | 2.43% | Q4 2018 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.12% | Q3 2020 | Q3 2023 | 13 |
SEI INVESTMENTS CO | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2022 | 13 |
Belpointe Asset Management LLC | 7 | 6 | 0.02% | 0.07% | 0.19% | Q2 2020 | Q3 2023 | 13 |
First National Bank of Mount Dora, Trust Investment Services | 13 | 13 | 0.08% | 0.14% | 0.16% | Q4 2020 | Q4 2023 | 13 |
C M BIDWELL & ASSOCIATES LTD | 13 | 13 | 0.00% | 0.20% | 0.33% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
McNamara Financial Services, Inc. | 13 | 13 | 0.07% | 0.16% | 0.26% | Q3 2020 | Q3 2023 | 13 |
MEEDER ASSET MANAGEMENT INC | 13 | 13 | 0.02% | 0.12% | 0.28% | Q3 2020 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2021 | 13 |
GLENMEDE TRUST CO NA | 11 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Atria Investments, Inc | 6 | 1 | 0.01% | 0.08% | 0.37% | Q4 2017 | Q3 2023 | 13 |
Valmark Advisers, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MOSELEY INVESTMENT MANAGEMENT INC | 12 | 12 | 0.13% | 0.33% | 0.54% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.17% | 0.63% | 0.84% | Q4 2020 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ASSETMARK, INC | 8 | 1 | 0.03% | 0.09% | 0.13% | Q1 2018 | Q3 2023 | 12 |
US BANCORP \DE\ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Southern Farm Bureau Life Insurance | 12 | 12 | 2.27% | 3.49% | 9.78% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.04% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
BlackRock Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 12 |
SIMON QUICK ADVISORS, LLC | 11 | 1 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 12 |
OPPENHEIMER & CO INC | 11 | 1 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 12 |
Professional Financial Advisors, LLC | 12 | 12 | 0.00% | 0.28% | 1.65% | Q4 2019 | Q3 2022 | 12 |
American Investment Services, Inc. | 12 | 12 | 3.62% | 4.29% | 5.54% | Q4 2020 | Q3 2023 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Barry Investment Advisors, LLC | 12 | 12 | 0.21% | 2.44% | 7.45% | Q4 2020 | Q3 2023 | 12 |
VAN DEN BERG MANAGEMENT I, INC | 12 | 12 | 0.14% | 0.20% | 0.26% | Q4 2020 | Q3 2023 | 12 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 7 | 1 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.08% | 0.15% | 0.28% | Q4 2020 | Q3 2023 | 12 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.06% | 0.07% | Q2 2017 | Q1 2020 | 12 |
Element Wealth, LLC | 12 | 12 | 0.15% | 0.22% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2023 | 12 |
Citizens Business Bank | 12 | 12 | 0.23% | 0.62% | 1.14% | Q4 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Hamilton Wealth, LLC | 6 | 1 | 0.17% | 5.05% | 7.58% | Q4 2019 | Q3 2023 | 11 |
InterOcean Capital, LLC | 11 | 11 | 0.03% | 0.05% | 0.10% | Q2 2017 | Q4 2019 | 11 |
Tempus Wealth Planning, LLC | 11 | 11 | 0.90% | 1.56% | 2.49% | Q1 2021 | Q3 2023 | 11 |
Proficio Capital Partners LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.02% | 0.07% | 0.18% | Q1 2021 | Q3 2023 | 11 |
CGN Advisors LLC | 11 | 11 | 0.06% | 0.10% | 0.13% | Q2 2021 | Q4 2023 | 11 |
Orgel Wealth Management, LLC | 11 | 11 | 0.04% | 7.33% | 18.02% | Q1 2021 | Q3 2023 | 11 |
Certified Advisory Corp | 6 | 5 | 0.01% | 0.38% | 0.87% | Q1 2018 | Q3 2023 | 11 |
Capital Investment Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.11% | 0.24% | Q1 2021 | Q3 2023 | 11 |
DAVENPORT & Co LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Walkner Condon Financial Advisors LLC | 11 | 11 | 0.12% | 0.39% | 0.75% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.12% | 0.50% | 1.37% | Q4 2020 | Q2 2023 | 11 |
Essex Financial Services, Inc. | 11 | 11 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
WestEnd Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AdvisorNet Financial, Inc | 8 | 2 | 0.00% | 0.05% | 0.15% | Q3 2018 | Q3 2023 | 10 |
FIRST MANHATTAN CO. LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 10 |
Merriman Wealth Management, LLC | 7 | 3 | 0.01% | 0.26% | 0.76% | Q2 2019 | Q2 2022 | 10 |
Lebenthal Global Advisors, LLC | 9 | 1 | 0.01% | 1.70% | 2.66% | Q4 2020 | Q3 2023 | 10 |
Angeles Investment Advisors, LLC | 10 | 10 | 0.21% | 0.36% | 0.74% | Q2 2021 | Q3 2023 | 10 |
PRUDENTIAL FINANCIAL INC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Southland Equity Partners LLC | 10 | 10 | 0.28% | 0.58% | 0.79% | Q2 2021 | Q3 2023 | 10 |
FIDUCIARY TRUST CO | 10 | 10 | 0.01% | 0.11% | 0.21% | Q2 2021 | Q3 2023 | 10 |
WNY Asset Management, LLC | 10 | 10 | 0.15% | 0.52% | 0.80% | Q2 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 8 | 1 | 0.00% | 0.08% | 0.16% | Q2 2018 | Q2 2022 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Roble, Belko & Company, Inc | 7 | 3 | 0.00% | 1.11% | 2.57% | Q3 2019 | Q3 2023 | 10 |
Laurel Wealth Advisors, Inc. | 7 | 3 | 0.03% | 0.07% | 0.10% | Q2 2018 | Q3 2021 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Fort Point Capital Partners LLC | 10 | 10 | 0.04% | 0.35% | 1.18% | Q2 2021 | Q3 2023 | 10 |
Bremer Bank National Association | 5 | 1 | 0.02% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 10 |
Avantax Planning Partners, Inc. | 6 | 3 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.13% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.01% | 0.14% | 0.75% | Q2 2021 | Q2 2023 | 9 |
NORTHSTAR WEALTH PARTNERS LLC | 9 | 9 | 0.16% | 0.27% | 0.43% | Q1 2018 | Q1 2020 | 9 |
Interchange Capital Partners, LLC | 8 | 1 | 0.01% | 1.60% | 2.41% | Q4 2020 | Q3 2023 | 9 |
FIRST CITIZENS BANK & TRUST CO | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Stokes & Hubbell Capital Management, LLC | 9 | 9 | 0.08% | 0.42% | 2.35% | Q1 2017 | Q1 2019 | 9 |
Financial Architects, Inc | 4 | 2 | 0.01% | 0.43% | 0.73% | Q1 2020 | Q2 2023 | 9 |
Lido Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CADENCE BANK NA | 9 | 9 | 0.35% | 0.36% | 0.38% | Q2 2020 | Q2 2022 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.56% | 0.76% | 0.94% | Q4 2021 | Q4 2023 | 9 |
Apriem Advisors | 9 | 9 | 0.22% | 1.04% | 1.88% | Q3 2016 | Q3 2018 | 9 |
Garde Capital, Inc. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Mariner, LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 9 |
FDx Advisors, Inc. | 9 | 9 | 0.02% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Edge Capital Group, LLC | 5 | 4 | 0.06% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Arkos Global Advisors | 8 | 8 | 0.11% | 1.00% | 2.04% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Whitegate Investment Counselors, Inc. | 8 | 8 | 0.26% | 0.33% | 0.44% | Q4 2019 | Q3 2021 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.05% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.16% | 0.42% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.26% | 0.37% | 0.41% | Q1 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.69% | 0.76% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Miracle Mile Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.19% | 2.55% | 4.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 0.43% | 2.38% | 2.82% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.03% | 0.10% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q1 2021 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.27% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q4 2018 | 8 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.12% | 0.21% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Pasadena Private Wealth, LLC | 4 | 1 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.10% | 0.21% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 8 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 8 |
SeaCrest Wealth Management, LLC | 7 | 1 | 0.01% | 0.09% | 0.13% | Q4 2017 | Q2 2022 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.15% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 8 |
StoneX Group Inc. | 8 | 8 | 0.58% | 0.75% | 0.97% | Q1 2020 | Q4 2021 | 8 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 1.56% | 1.63% | 1.69% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 1.42% | 1.66% | 1.84% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Capital Advantage, Inc. | 8 | 8 | 3.04% | 3.80% | 5.21% | Q4 2021 | Q3 2023 | 8 |
Virtue Capital Management, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
StrongBox Wealth, LLC | 8 | 8 | 0.24% | 0.30% | 0.35% | Q1 2022 | Q4 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 8 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q4 2023 | 8 |
Integrated Advisors Network LLC | 8 | 8 | 0.07% | 0.66% | 0.95% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ADVISORS INC/OK | 8 | 8 | 0.10% | 0.24% | 0.39% | Q4 2016 | Q3 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 8 |
MACQUARIE GROUP LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.08% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.05% | 0.14% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.39% | 0.72% | 0.85% | Q4 2021 | Q3 2023 | 8 |
LINCOLN NATIONAL CORP | 6 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 7 |
Thrive Capital Management, LLC | 7 | 7 | 0.25% | 1.32% | 2.02% | Q1 2022 | Q3 2023 | 7 |
Gradient Capital Advisors, LLC | 4 | 3 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 7 |
Cedar Mountain Advisors, LLC | 7 | 7 | 0.06% | 1.25% | 1.88% | Q1 2022 | Q3 2023 | 7 |
Bray Capital Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.47% | 0.54% | 0.66% | Q4 2021 | Q3 2023 | 7 |
Mayfair Advisory Group, LLC | 7 | 7 | 0.32% | 0.95% | 1.70% | Q1 2022 | Q3 2023 | 7 |
Morningstar Investment Services LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Opus Capital Group, LLC | 7 | 7 | 0.41% | 0.45% | 0.47% | Q1 2022 | Q3 2023 | 7 |
Strategic Point Investment Advisors, LLC | 7 | 7 | 2.99% | 3.29% | 3.77% | Q1 2022 | Q3 2023 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
AAF Wealth Management, LLC | 7 | 7 | 5.42% | 5.99% | 6.88% | Q1 2022 | Q3 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
STALEY CAPITAL ADVISERS INC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Taylor Hoffman Wealth Management | 6 | 1 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q2 2020 | 7 |
Prentice Wealth Management LLC | 4 | 1 | 0.08% | 2.22% | 3.30% | Q2 2021 | Q3 2023 | 7 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7 | 7 | 0.54% | 0.66% | 0.73% | Q1 2022 | Q3 2023 | 7 |
Main Street Financial Solutions, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Beta Wealth Group, Inc. | 5 | 1 | 0.30% | 2.51% | 6.54% | Q4 2020 | Q3 2023 | 7 |
Tranquility Partners, LLC | 4 | 3 | 0.11% | 0.18% | 0.28% | Q2 2019 | Q2 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.06% | 0.17% | 0.27% | Q4 2020 | Q2 2022 | 7 |
B. Riley Wealth Advisors, Inc. | 4 | 3 | 0.01% | 0.08% | 0.16% | Q1 2020 | Q3 2022 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.29% | 0.34% | 0.43% | Q1 2022 | Q3 2023 | 7 |
BROOKS, MOORE & ASSOCIATES, INC. | 7 | 7 | 0.92% | 1.59% | 2.15% | Q1 2022 | Q3 2023 | 7 |
SYNOVUS FINANCIAL CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
New England Private Wealth Advisors LLC | 7 | 7 | 0.55% | 1.17% | 1.64% | Q1 2022 | Q3 2023 | 7 |
SCOTIA CAPITAL INC. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 7 |
CIBC Private Wealth Group, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HBW ADVISORY SERVICES LLC | 7 | 7 | 0.14% | 0.25% | 0.54% | Q1 2022 | Q3 2023 | 7 |
BOKF, NA | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 7 | 7 | 0.01% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Roof Eidam Maycock Peralta, LLC | 7 | 7 | 1.46% | 2.02% | 2.83% | Q1 2022 | Q3 2023 | 7 |
Forest Hill Capital, LLC | 7 | 7 | 0.25% | 0.45% | 0.62% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors Wealth Management, LLC | 7 | 7 | 0.76% | 1.81% | 2.08% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.28% | 0.43% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Institute for Wealth Management, LLC. | 6 | 1 | 0.00% | 0.29% | 0.48% | Q2 2017 | Q4 2019 | 7 |
CIBC WORLD MARKET INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 7 |
Ameritas Advisory Services, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
PARK AVENUE SECURITIES LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
NWAM LLC | 6 | 1 | 0.17% | 0.36% | 0.50% | Q3 2021 | Q2 2023 | 7 |
KWMG, LLC | 7 | 7 | 1.28% | 1.37% | 1.41% | Q1 2022 | Q3 2023 | 7 |
Avidian Wealth Solutions, LLC | 5 | 1 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 6 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
Sugarloaf Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Samalin Investment Counsel, LLC | 6 | 6 | 0.17% | 0.29% | 0.42% | Q4 2020 | Q1 2022 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.43% | 0.46% | 0.51% | Q2 2022 | Q3 2023 | 6 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 6 | 0.03% | 0.08% | 0.18% | Q1 2021 | Q2 2022 | 6 |
RAYMOND JAMES TRUST N.A. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Charles Schwab Trust Co | 6 | 6 | 0.46% | 0.91% | 1.90% | Q3 2019 | Q4 2020 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 6 |
Betterment LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CAHILL FINANCIAL ADVISORS INC | 5 | 1 | 0.03% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 6 |
Confluence Wealth Services, Inc. | 6 | 6 | 0.24% | 3.11% | 4.69% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 6 |
Sutton Wealth Advisors Inc. | 6 | 6 | 0.03% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Joel Isaacson & Co., LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Gunma Bank,Ltd. | 6 | 6 | 1.07% | 1.93% | 2.91% | Q2 2022 | Q3 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.21% | 0.31% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Advocacy Wealth Management Services, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.09% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.01% | 0.20% | 0.31% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
BRIGHTON JONES LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Lansing Street Advisors | 6 | 6 | 0.47% | 0.53% | 0.56% | Q1 2022 | Q2 2023 | 6 |
Annandale Capital, LLC | 5 | 1 | 0.09% | 0.13% | 0.17% | Q2 2021 | Q2 2023 | 6 |
1900 WEALTH MANAGEMENT LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q1 2023 | 6 |
Dorsey & Whitney Trust CO LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 6 |
COURIER CAPITAL LLC | 6 | 6 | 0.06% | 0.10% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Columbus Macro, LLC | 6 | 6 | 1.53% | 2.10% | 2.52% | Q2 2022 | Q3 2023 | 6 |
Vista Private Wealth Partners. LLC | 6 | 6 | 0.13% | 0.15% | 0.17% | Q4 2021 | Q1 2023 | 6 |
VICUS CAPITAL | 6 | 6 | 0.18% | 0.22% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 5 |
MORRIS FINANCIAL CONCEPTS, INC. | 3 | 2 | 0.09% | 0.19% | 0.31% | Q1 2022 | Q3 2023 | 5 |
Private Capital Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Evanson Asset Management, LLC | 5 | 5 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Summit Financial Wealth Advisors, LLC | 5 | 5 | 5.19% | 5.48% | 5.86% | Q3 2022 | Q3 2023 | 5 |
55I, LLC | 5 | 5 | 0.01% | 0.08% | 0.15% | Q3 2021 | Q3 2022 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Zhang Financial LLC | 5 | 5 | 0.06% | 0.11% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.56% | 0.78% | 1.02% | Q3 2022 | Q3 2023 | 5 |
Capital Analysts, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CHILDRESS CAPITAL ADVISORS, LLC | 5 | 5 | 0.12% | 3.23% | 4.94% | Q3 2022 | Q3 2023 | 5 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q1 2022 | 5 |
Sage Capital Advisors,llc | 5 | 5 | 0.13% | 0.14% | 0.14% | Q3 2022 | Q3 2023 | 5 |
NEIRG Wealth Management, LLC | 5 | 5 | 1.56% | 2.25% | 3.27% | Q2 2022 | Q2 2023 | 5 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.05% | 0.23% | 0.37% | Q4 2020 | Q4 2022 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.09% | 0.83% | 1.34% | Q3 2022 | Q3 2023 | 5 |
Baker Ellis Asset Management LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q4 2018 | Q4 2019 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Destiny Wealth Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
Keudell/Morrison Wealth Management | 5 | 5 | 0.12% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
Allianz Asset Management GmbH | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
STOCK YARDS BANK & TRUST CO | 5 | 5 | 0.13% | 0.15% | 0.16% | Q1 2019 | Q1 2020 | 5 |
Kingsview Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Kohmann Bosshard Financial Services, LLC | 5 | 5 | 0.09% | 0.23% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Cadence Bank | 5 | 5 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Eagle Strategies LLC | 5 | 5 | 0.60% | 0.69% | 0.92% | Q3 2022 | Q3 2023 | 5 |
Integrated Wealth Concepts LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 5 |
Capital Wealth Alliance, LLC | 4 | 1 | 0.06% | 0.12% | 0.14% | Q4 2019 | Q2 2022 | 5 |
FAS Wealth Partners, Inc. | 5 | 5 | 0.00% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 1 | 0.01% | 0.03% | 0.03% | Q1 2020 | Q4 2021 | 5 |
Executive Wealth Management, LLC | 5 | 5 | 0.08% | 0.13% | 0.16% | Q1 2021 | Q1 2022 | 5 |
EQUITABLE TRUST CO | 5 | 5 | 0.14% | 0.39% | 0.50% | Q3 2022 | Q3 2023 | 5 |
FIFTH THIRD BANCORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Aspen Wealth Strategies, LLC | 4 | 4 | 6.94% | 7.54% | 8.06% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.61% | 0.67% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.59% | 0.68% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.98% | 1.18% | 1.39% | Q4 2022 | Q3 2023 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 4.25% | 5.24% | 8.13% | Q4 2022 | Q3 2023 | 4 |
Financial Engines Advisors L.L.C. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 4 | 4 | 1.01% | 1.05% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Holloway Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CAMDEN NATIONAL BANK | 4 | 4 | 0.07% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.26% | 0.52% | 1.23% | Q4 2022 | Q3 2023 | 4 |
Oak Grove Capital LLC | 4 | 4 | 0.20% | 0.24% | 0.27% | Q4 2017 | Q3 2018 | 4 |
New Capital Management LP | 4 | 4 | 0.07% | 0.12% | 0.15% | Q2 2020 | Q1 2021 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blue Sky Asset Management, LLC | 4 | 4 | 0.09% | 0.68% | 0.95% | Q3 2017 | Q2 2018 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.42% | 0.42% | 0.44% | Q4 2022 | Q3 2023 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2019 | Q3 2020 | 4 |
Heartwood Wealth Advisors LLC | 3 | 1 | 0.07% | 0.35% | 0.46% | Q2 2022 | Q3 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 1.94% | 2.04% | 2.13% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 1.43% | 1.45% | 1.47% | Q4 2022 | Q3 2023 | 4 |
QUADRANT CAPITAL GROUP LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.38% | 0.41% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Sound Income Strategies, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 4 |
Clarity Wealth Advisors, LLC | 4 | 4 | 0.35% | 0.59% | 0.82% | Q4 2022 | Q3 2023 | 4 |
PEAPACK GLADSTONE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Oxinas Partners Wealth Management LLC | 4 | 4 | 0.16% | 0.26% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
PFG Advisors | 4 | 4 | 0.03% | 0.14% | 0.49% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 1.74% | 1.79% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Procyon Advisors, LLC | 4 | 4 | 2.94% | 3.93% | 4.59% | Q4 2022 | Q3 2023 | 4 |
NATIONAL PLANNING CORP | 4 | 4 | 0.02% | 0.79% | 1.06% | Q3 2016 | Q2 2017 | 4 |
REBALANCE, LLC | 4 | 4 | 0.96% | 1.03% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Family Investment Center, Inc. | 4 | 4 | 4.49% | 4.89% | 5.04% | Q4 2022 | Q3 2023 | 4 |
Opal Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 4 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
SWISS RE LTD | 4 | 4 | 10.09% | 12.12% | 14.07% | Q2 2022 | Q1 2023 | 4 |
Eudaimonia Partners, LLC | 2 | 1 | 0.00% | 0.15% | 0.32% | Q4 2019 | Q3 2023 | 4 |
MONARCH CAPITAL MANAGEMENT INC/ | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q2 2022 | 4 |
Ifrah Financial Services, Inc. | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 0.54% | 0.60% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 1.91% | 2.35% | 2.80% | Q1 2022 | Q4 2022 | 4 |
Mraz, Amerine & Associates, Inc. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Security Financial Services, INC. | 4 | 4 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q4 2022 | 4 |
Pacific Edge Advisors, LLC | 4 | 4 | 0.14% | 0.26% | 0.31% | Q1 2018 | Q4 2018 | 4 |
Iron Horse Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
AFS Financial Group, LLC | 4 | 4 | 6.84% | 7.25% | 7.70% | Q4 2022 | Q3 2023 | 4 |
Venture Visionary Partners LLC | 2 | 1 | 0.01% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 4 |
Baldrige Asset Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 4 |
PATTON ALBERTSON MILLER GROUP, LLC | 3 | 3 | 0.06% | 0.11% | 0.13% | Q2 2019 | Q4 2019 | 3 |
Guardian Financial Partners, LLC | 2 | 1 | 1.03% | 2.18% | 3.44% | Q4 2022 | Q3 2023 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.01% | 0.18% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co | 3 | 3 | 2.04% | 2.31% | 2.54% | Q1 2023 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 3 |
NorthRock Partners, LLC | 3 | 3 | 0.06% | 0.31% | 0.66% | Q3 2019 | Q1 2020 | 3 |
FOCUS Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q3 2023 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
St. James Investment Advisors, LLC | 3 | 3 | 0.11% | 0.18% | 0.28% | Q2 2022 | Q4 2022 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.22% | 0.93% | 2.30% | Q1 2023 | Q3 2023 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 0.16% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
MCIA Inc | 3 | 3 | 12.50% | 21.36% | 26.24% | Q1 2023 | Q3 2023 | 3 |
Global Financial Private Capital, Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Bill Few Associates, Inc. | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
State of Wisconsin - Board of Commissioners of Public Lands | 3 | 3 | 9.63% | 10.23% | 11.38% | Q1 2023 | Q3 2023 | 3 |
Stewardship Advisors, LLC | 3 | 3 | 5.47% | 5.62% | 5.79% | Q1 2023 | Q3 2023 | 3 |
Econ Financial Services Corp | 2 | 1 | 0.15% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 3 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Sovereign Financial Group, Inc. | 3 | 3 | 0.12% | 0.17% | 0.20% | Q3 2022 | Q1 2023 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HAP Trading, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 1.86% | 1.95% | 2.10% | Q4 2022 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Strategic Asset Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
First PREMIER Bank | 3 | 3 | 0.04% | 0.30% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.26% | 0.45% | 0.58% | Q4 2022 | Q3 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 3.10% | 3.63% | 4.41% | Q1 2023 | Q3 2023 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.20% | 0.32% | Q1 2023 | Q3 2023 | 3 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 2 | 1 | 1.16% | 3.62% | 8.55% | Q4 2022 | Q3 2023 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q2 2019 | 3 |
WEXFORD CAPITAL LP | 3 | 3 | 0.21% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
LGT Financial Advisors LLC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.10% | 0.40% | 0.88% | Q3 2022 | Q3 2023 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q3 2018 | 3 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.21% | 0.29% | 0.34% | Q1 2023 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.05% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Mechanics Bank Trust Department | 3 | 3 | 0.11% | 0.17% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
PFG Investments, LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Winthrop Advisory Group LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q1 2023 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
S. R. Schill & Associates | 3 | 3 | 1.96% | 1.99% | 2.03% | Q1 2023 | Q3 2023 | 3 |
Wealth Advisory Solutions, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 3 |
Covington Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Truvestments Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Lumbard & Kellner, LLC | 3 | 3 | 3.69% | 5.68% | 9.06% | Q1 2023 | Q3 2023 | 3 |
MOTCO | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Advisors, Inc. | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 3 |
Wealth Dimensions Group, Ltd. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.55% | 0.65% | 0.75% | Q2 2023 | Q3 2023 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
RDA Financial Network | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Westover Capital Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Syverson Strege & Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
WATERSHED PRIVATE WEALTH LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.31% | 0.41% | 0.52% | Q4 2022 | Q3 2023 | 2 |
BigSur Wealth Management LLC | 2 | 2 | 0.48% | 0.52% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
WMS Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.15% | 0.20% | 0.25% | Q4 2019 | Q1 2020 | 2 |
Drystone LLC | 2 | 2 | 3.05% | 4.87% | 6.69% | Q1 2022 | Q2 2022 | 2 |
Sara-Bay Financial | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CWH Capital Management, Inc. | 2 | 2 | 0.12% | 0.18% | 0.24% | Q3 2020 | Q4 2020 | 2 |
BOENNING & SCATTERGOOD, INC. | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Optas, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2019 | Q1 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 1.66% | 1.67% | 1.69% | Q2 2023 | Q3 2023 | 2 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 2 | 2 | 0.39% | 0.51% | 0.63% | Q1 2022 | Q2 2022 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 2 |
Savant Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Pacific Life Fund Advisors LLC | 2 | 2 | 0.55% | 0.73% | 0.91% | Q2 2023 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.23% | 0.25% | 0.27% | Q2 2022 | Q3 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 0.38% | 0.39% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.05% | 0.13% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Castleview Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
tru Independence LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
TSFG, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Atlantic Private Wealth, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Family Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SWAN Capital LLC | 1 | 1 | 8.77% | 8.85% | 8.92% | Q1 2023 | Q3 2023 | 2 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FLC Capital Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
Sebold Capital Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Northwest Capital Management Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2018 | Q4 2018 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2022 | Q4 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Investors Research Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
TFB Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 1 | 1 | 3.17% | 3.17% | 3.17% | Q3 2023 | Q3 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2022 | Q2 2022 | 1 |
Curtis Advisory Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 10.99% | 10.99% | 10.99% | Q2 2023 | Q2 2023 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Intelligent Financial Strategies | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
YOUSIF CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MBA Advisors LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GSG Advisors LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Objective Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
HM PAYSON & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Prosperity Planning, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Brown Miller Wealth Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Lloyd Park, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2022 | Q1 2022 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own VANGUARD WHITEHALL FDS or have owned VANGUARD WHITEHALL FDS in the past.