Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
SMITH, MOORE & CO. | 31 | 31 | 0.18% | 0.77% | 0.89% | Q1 2016 | Q3 2023 | 31 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
HighTower Advisors, LLC | 18 | 11 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 29 |
BLAIR WILLIAM & CO/IL | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Capital Advisors, Ltd. LLC | 29 | 29 | 0.00% | 0.73% | 1.39% | Q3 2016 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.03% | 0.06% | 0.08% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
ProVise Management Group, LLC | 27 | 27 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Cetera Advisor Networks LLC | 21 | 6 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 27 |
AMERIPRISE FINANCIAL INC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
BFSG, LLC | 27 | 27 | 0.75% | 1.44% | 2.73% | Q1 2017 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
ClearBridge Investments | 23 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 27 |
WELLS FARGO & COMPANY/MN | 25 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
CITIGROUP INC | 26 | 26 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 26 |
IFP Advisors, Inc | 17 | 9 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 14 | 2 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 26 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.08% | 0.40% | 0.82% | Q4 2016 | Q1 2023 | 26 |
Private Advisor Group, LLC | 23 | 1 | 0.01% | 0.05% | 0.17% | Q3 2016 | Q3 2023 | 26 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 26 | 26 | 0.04% | 0.08% | 0.12% | Q2 2017 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q2 2023 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.90% | 1.20% | 1.81% | Q4 2017 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 1.32% | 1.66% | 2.27% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Stokes Capital Advisors, LLC | 23 | 23 | 0.15% | 0.74% | 1.75% | Q1 2018 | Q3 2023 | 23 |
BANK OF MONTREAL /CAN/ | 21 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.02% | 0.11% | Q1 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Mraz, Amerine & Associates, Inc. | 14 | 8 | 0.07% | 0.25% | 0.44% | Q1 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 19 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 22 |
Ironwood Investment Counsel, LLC | 21 | 21 | 0.10% | 0.22% | 0.40% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Gradient Investments LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 21 |
NewEdge Advisors, LLC | 20 | 1 | 0.00% | 0.28% | 0.44% | Q2 2017 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Patten Group, Inc. | 13 | 7 | 0.01% | 0.20% | 0.41% | Q2 2017 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.01% | 4.73% | 6.70% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 16 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.08% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
EP Wealth Advisors, LLC | 20 | 20 | 0.01% | 0.58% | 2.20% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.06% | 2.02% | 4.15% | Q4 2018 | Q3 2023 | 20 |
D.A. DAVIDSON & CO. | 20 | 20 | 0.00% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Roof Eidam Maycock Peralta, LLC | 12 | 8 | 0.60% | 2.80% | 4.10% | Q1 2016 | Q4 2021 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Vantage Financial Partners Ltd., Inc. | 19 | 19 | 0.17% | 0.79% | 0.97% | Q1 2019 | Q3 2023 | 19 |
Cornerstone Wealth Management, LLC | 12 | 3 | 0.02% | 0.41% | 0.69% | Q4 2017 | Q3 2023 | 19 |
DUNCKER STREETT & CO INC | 10 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 19 |
Jackson Hole Capital Partners, LLC | 19 | 19 | 0.18% | 0.31% | 0.45% | Q1 2019 | Q3 2023 | 19 |
CIBC WORLD MARKET INC. | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Country Club Trust Company, n.a. | 19 | 19 | 0.20% | 0.56% | 1.08% | Q2 2017 | Q4 2021 | 19 |
Cedar Brook Financial Partners, LLC | 19 | 19 | 0.11% | 0.33% | 0.50% | Q1 2019 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 13 | 6 | 0.01% | 0.10% | 0.40% | Q1 2017 | Q4 2021 | 19 |
Acorn Wealth Advisors, LLC | 19 | 19 | 0.19% | 0.93% | 2.18% | Q4 2017 | Q2 2022 | 19 |
WHITTIER TRUST CO | 14 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 19 |
CWM, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
FORVIS Wealth Advisors, LLC | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 18 | 18 | 0.07% | 0.35% | 0.56% | Q2 2019 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.13% | 0.26% | 0.41% | Q2 2019 | Q3 2023 | 18 |
American Financial Advisors, LLC | 18 | 18 | 0.34% | 3.89% | 7.66% | Q2 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Heritage Wealth Advisors | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2022 | 17 |
Whitegate Investment Counselors, Inc. | 17 | 17 | 0.54% | 0.75% | 0.98% | Q3 2017 | Q3 2021 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 1.02% | 1.36% | 1.84% | Q3 2019 | Q3 2023 | 17 |
Greytown Advisors Inc. | 14 | 3 | 0.19% | 0.36% | 1.23% | Q4 2017 | Q3 2023 | 17 |
Montecito Bank & Trust | 17 | 17 | 0.39% | 1.77% | 2.38% | Q4 2019 | Q4 2023 | 17 |
Capital Advantage, Inc. | 17 | 17 | 2.47% | 8.22% | 11.06% | Q3 2019 | Q3 2023 | 17 |
SeaCrest Wealth Management, LLC | 17 | 17 | 0.04% | 0.16% | 0.36% | Q4 2017 | Q4 2021 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 17 | 17 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q3 2023 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 17 | 17 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Heritage Trust Co | 16 | 16 | 0.17% | 0.25% | 0.35% | Q4 2019 | Q3 2023 | 16 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 14 | 2 | 0.32% | 0.53% | 1.16% | Q3 2019 | Q3 2023 | 16 |
Capital Investment Advisory Services, LLC | 14 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Financial Partners Group, Inc | 16 | 16 | 0.10% | 0.22% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Segment Wealth Management, LLC | 16 | 16 | 0.04% | 0.28% | 0.89% | Q4 2019 | Q3 2023 | 16 |
BROWN ADVISORY INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.06% | 0.17% | Q2 2018 | Q1 2023 | 16 |
First National Bank of Mount Dora, Trust Investment Services | 16 | 16 | 0.12% | 0.19% | 0.25% | Q1 2020 | Q4 2023 | 16 |
Kingsview Wealth Management, LLC | 10 | 6 | 0.03% | 0.09% | 0.24% | Q3 2019 | Q3 2023 | 16 |
Roble, Belko & Company, Inc | 16 | 16 | 0.07% | 1.62% | 2.96% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.11% | 0.24% | Q4 2019 | Q3 2023 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 0.72% | 1.97% | 3.15% | Q1 2020 | Q4 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.05% | 1.39% | 4.25% | Q4 2019 | Q3 2023 | 16 |
Insight Wealth Strategies, LLC | 16 | 16 | 0.24% | 3.67% | 4.56% | Q4 2019 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2019 | 16 |
Larson Financial Group LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Essex Savings Bank | 15 | 15 | 0.08% | 0.13% | 0.16% | Q4 2018 | Q2 2022 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.80% | 1.90% | 2.85% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
V Wealth Advisors LLC | 11 | 4 | 0.04% | 0.13% | 0.26% | Q3 2019 | Q2 2023 | 15 |
Tanglewood Wealth Management, Inc. | 15 | 15 | 0.93% | 5.96% | 12.21% | Q1 2020 | Q3 2023 | 15 |
New England Private Wealth Advisors LLC | 15 | 15 | 0.17% | 1.44% | 2.26% | Q1 2020 | Q3 2023 | 15 |
Ackerman Capital Advisors, LLC | 15 | 15 | 3.02% | 3.83% | 5.75% | Q1 2020 | Q3 2023 | 15 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 15 |
BOSTON FINANCIAL MANGEMENT LLC | 15 | 15 | 0.70% | 0.98% | 1.37% | Q1 2020 | Q3 2023 | 15 |
Dynamic Advisor Solutions LLC | 15 | 15 | 0.02% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
FAS Wealth Partners, Inc. | 15 | 15 | 0.06% | 0.20% | 0.43% | Q1 2020 | Q3 2023 | 15 |
Koshinski Asset Management, Inc. | 12 | 3 | 0.06% | 0.09% | 0.21% | Q4 2019 | Q3 2023 | 15 |
Merit Financial Group, LLC | 15 | 15 | 0.06% | 0.17% | 0.46% | Q3 2019 | Q1 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
AE Wealth Management LLC | 11 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
PDS Planning, Inc | 15 | 15 | 0.58% | 0.96% | 1.42% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 15 |
Wade Financial Advisory, Inc | 15 | 15 | 1.36% | 1.74% | 2.04% | Q1 2020 | Q3 2023 | 15 |
Essex Financial Services, Inc. | 12 | 3 | 0.05% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 15 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2022 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.04% | 0.08% | 0.16% | Q1 2020 | Q2 2023 | 14 |
TBH Global Asset Management, LLC | 14 | 14 | 0.45% | 0.77% | 1.47% | Q2 2020 | Q3 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Martin Capital Partners, LLC | 7 | 1 | 0.10% | 0.15% | 0.33% | Q4 2018 | Q3 2023 | 14 |
Archford Capital Strategies, LLC | 14 | 14 | 0.54% | 1.06% | 2.25% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
HBK Sorce Advisory LLC | 14 | 14 | 0.02% | 0.04% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Cedar Wealth Management, LLC | 14 | 14 | 0.01% | 1.16% | 2.42% | Q2 2020 | Q3 2023 | 14 |
Professional Financial Advisors, LLC | 14 | 14 | 0.46% | 0.89% | 1.25% | Q2 2020 | Q3 2023 | 14 |
JNBA Financial Advisors | 14 | 14 | 0.40% | 1.19% | 1.96% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 6 | 4 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.02% | 0.04% | 0.19% | Q4 2019 | Q3 2023 | 14 |
PERRITT CAPITAL MANAGEMENT INC | 14 | 14 | 4.48% | 6.47% | 7.22% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 14 |
MOSELEY INVESTMENT MANAGEMENT INC | 14 | 14 | 0.18% | 0.40% | 0.74% | Q2 2020 | Q3 2023 | 14 |
INVESTMENT PARTNERS, LTD. | 14 | 14 | 0.65% | 1.13% | 1.40% | Q2 2020 | Q3 2023 | 14 |
Human Investing LLC | 14 | 14 | 0.24% | 1.25% | 2.22% | Q2 2020 | Q3 2023 | 14 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 14 | 14 | 0.06% | 1.63% | 5.78% | Q2 2020 | Q3 2023 | 14 |
ESL Trust Services, LLC | 14 | 14 | 6.53% | 8.86% | 11.60% | Q2 2020 | Q3 2023 | 14 |
HOWARD FINANCIAL SERVICES, LTD. | 14 | 14 | 1.28% | 2.68% | 3.61% | Q2 2020 | Q3 2023 | 14 |
Evensky & Katz LLC | 14 | 14 | 1.25% | 1.52% | 1.81% | Q4 2018 | Q1 2022 | 14 |
Vista Private Wealth Partners. LLC | 14 | 14 | 0.16% | 0.79% | 1.12% | Q2 2020 | Q3 2023 | 14 |
Key FInancial Inc | 12 | 2 | 0.01% | 0.03% | 0.19% | Q4 2019 | Q3 2023 | 14 |
StrategIQ Financial Group, LLC | 14 | 14 | 0.06% | 0.23% | 0.32% | Q2 2020 | Q3 2023 | 14 |
BESSEMER GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IFG Advisory, LLC | 13 | 13 | 0.03% | 0.10% | 0.37% | Q3 2020 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.19% | 0.33% | 0.40% | Q4 2018 | Q4 2021 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.11% | 0.32% | 0.50% | Q3 2020 | Q3 2023 | 13 |
Empire Life Investments Inc. | 13 | 13 | 0.07% | 0.22% | 0.35% | Q3 2020 | Q3 2023 | 13 |
Strategic Wealth Partners, Ltd. | 8 | 5 | 0.01% | 0.59% | 2.33% | Q4 2017 | Q1 2023 | 13 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 13 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 13 |
TD Capital Management LLC | 8 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 13 |
InterOcean Capital, LLC | 13 | 13 | 0.02% | 0.07% | 0.13% | Q1 2017 | Q1 2020 | 13 |
LINCOLN NATIONAL CORP | 13 | 13 | 0.02% | 0.08% | 0.11% | Q2 2017 | Q2 2020 | 13 |
Trilogy Capital Inc. | 13 | 13 | 0.23% | 0.25% | 0.29% | Q3 2020 | Q3 2023 | 13 |
WEATHERLY ASSET MANAGEMENT L. P. | 13 | 13 | 0.55% | 1.29% | 1.58% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
BAHL & GAYNOR INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Aptus Capital Advisors, LLC | 12 | 12 | 0.00% | 0.13% | 0.29% | Q4 2020 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Eagle Bay Advisors LLC | 10 | 10 | 0.01% | 0.14% | 0.31% | Q2 2021 | Q3 2023 | 12 |
Walkner Condon Financial Advisors LLC | 12 | 12 | 0.16% | 0.61% | 2.02% | Q4 2020 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.13% | 0.25% | Q1 2017 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 11 | 1 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.10% | 0.16% | 0.23% | Q4 2020 | Q3 2023 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Keystone Financial Group | 9 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 12 |
Autus Asset Management, LLC | 12 | 12 | 0.12% | 0.88% | 1.20% | Q1 2020 | Q4 2022 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Asset Dedication, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 12 |
Sigma Planning Corp | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Select Asset Management & Trust | 12 | 12 | 1.05% | 3.98% | 8.58% | Q4 2020 | Q3 2023 | 12 |
WESCAP Management Group, Inc. | 12 | 12 | 0.18% | 0.38% | 0.87% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.44% | 1.02% | 2.22% | Q4 2020 | Q3 2023 | 12 |
Doyle Wealth Management | 10 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 12 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 12 | 12 | 1.08% | 1.44% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.05% | 0.13% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Sunburst Financial Group, LLC | 12 | 12 | 0.61% | 2.03% | 3.99% | Q4 2020 | Q3 2023 | 12 |
FIRST MANHATTAN CO. LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 1.07% | 1.49% | 1.79% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q3 2021 | 12 |
Bard Financial Services, Inc. | 11 | 11 | 0.24% | 0.28% | 0.32% | Q4 2020 | Q2 2023 | 11 |
Occidental Asset Management, LLC | 11 | 11 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Quaker Wealth Management, LLC | 6 | 5 | 0.20% | 0.62% | 1.07% | Q4 2019 | Q4 2022 | 11 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.08% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 2.01% | 2.70% | 3.83% | Q4 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 11 | 11 | 0.27% | 0.45% | 0.70% | Q1 2019 | Q3 2021 | 11 |
Navalign, LLC | 11 | 11 | 4.14% | 4.75% | 5.42% | Q1 2021 | Q3 2023 | 11 |
Princeton Global Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
BOKF, NA | 6 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2022 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.16% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Navis Wealth Advisors, LLC | 7 | 4 | 0.18% | 0.26% | 0.40% | Q4 2020 | Q3 2023 | 11 |
Tower View Wealth Management LLC | 11 | 11 | 0.27% | 0.34% | 0.49% | Q1 2021 | Q3 2023 | 11 |
SCOTIA CAPITAL INC. | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 11 |
SVA Wealth Management, LLC | 11 | 11 | 0.03% | 0.13% | 0.18% | Q2 2018 | Q4 2020 | 11 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Moloney Securities Asset Management, LLC | 8 | 2 | 0.10% | 0.15% | 0.21% | Q2 2017 | Q4 2019 | 10 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.14% | 0.31% | Q4 2018 | Q1 2023 | 10 |
KMG FIDUCIARY PARTNERS, LLC | 10 | 10 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.08% | 0.11% | 0.19% | Q2 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
AdvisorNet Financial, Inc | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 10 |
WNY Asset Management, LLC | 10 | 10 | 0.26% | 0.35% | 0.44% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Advisors Preferred, LLC | 10 | 10 | 0.40% | 0.91% | 2.07% | Q2 2021 | Q3 2023 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2022 | 10 |
Pasadena Private Wealth, LLC | 10 | 10 | 0.08% | 0.11% | 0.20% | Q1 2020 | Q2 2022 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Stokes & Hubbell Capital Management, LLC | 10 | 10 | 0.12% | 0.70% | 1.17% | Q4 2016 | Q1 2019 | 10 |
Valmark Advisers, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q1 2022 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.02% | 0.04% | 0.11% | Q2 2021 | Q3 2023 | 10 |
SignalPoint Asset Management, LLC | 10 | 10 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 10 |
TCG Advisory Services, LLC | 6 | 3 | 0.07% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Avidian Wealth Solutions, LLC | 8 | 1 | 0.03% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 9 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
Southern Farm Bureau Life Insurance | 9 | 9 | 1.90% | 2.32% | 3.35% | Q4 2020 | Q4 2022 | 9 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Birchcreek Wealth Management, LLC | 9 | 9 | 0.22% | 0.35% | 0.46% | Q4 2020 | Q4 2022 | 9 |
Accretive Wealth Partners, LLC | 5 | 4 | 0.17% | 0.19% | 0.20% | Q2 2021 | Q3 2023 | 9 |
Baird Financial Group, Inc. | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.92% | 1.06% | 1.24% | Q4 2021 | Q4 2023 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q4 2020 | 9 |
Mariner, LLC | 8 | 1 | 0.00% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 9 |
Valeo Financial Advisors, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 5 | 4 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 9 |
Selective Wealth Management, Inc. | 7 | 2 | 0.00% | 0.06% | 0.10% | Q3 2019 | Q2 2022 | 9 |
Covington Capital Management | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 9 |
Avantax Planning Partners, Inc. | 7 | 1 | 0.00% | 0.21% | 0.43% | Q1 2018 | Q3 2023 | 9 |
WASHINGTON TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Capital Analysts, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.17% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Dentgroup LLC | 8 | 8 | 0.38% | 0.47% | 0.58% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.30% | 1.62% | 2.82% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.05% | 0.09% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.66% | 2.06% | 2.93% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.85% | 1.18% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.16% | 0.25% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.34% | 0.43% | 0.51% | Q4 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.10% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.49% | 0.74% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.62% | 0.76% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
SVB WEALTH LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Compass Advisory Group LLC | 8 | 8 | 0.16% | 0.64% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 1.73% | 2.00% | 2.80% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.14% | 0.20% | 0.25% | Q1 2021 | Q3 2023 | 8 |
Almanack Investment Partners, LLC. | 8 | 8 | 0.29% | 0.37% | 0.45% | Q3 2020 | Q2 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 8 | 8 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BCGM Wealth Management, LLC | 7 | 7 | 3.01% | 4.02% | 5.65% | Q1 2022 | Q3 2023 | 7 |
Betterment LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.38% | 2.76% | 4.59% | Q4 2021 | Q2 2023 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2017 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.12% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Pensionmark Financial Group, LLC | 5 | 2 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Perigon Wealth Management, LLC | 6 | 1 | 0.02% | 0.05% | 0.19% | Q3 2011 | Q3 2023 | 7 |
WEALTHSPAN PARTNERS, LLC | 7 | 7 | 0.17% | 0.33% | 0.61% | Q4 2021 | Q2 2023 | 7 |
Paladin Advisory Group, LLC | 7 | 7 | 0.08% | 0.28% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
New Capital Management LP | 5 | 2 | 0.58% | 0.81% | 1.25% | Q4 2020 | Q3 2022 | 7 |
Certified Advisory Corp | 4 | 3 | 0.06% | 0.15% | 0.20% | Q4 2019 | Q4 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.04% | 1.31% | 2.39% | Q4 2016 | Q2 2018 | 7 |
LOGAN CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Pacifica Partners Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2023 | 7 |
QUEST CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 0.06% | 0.37% | 0.48% | Q2 2020 | Q4 2021 | 7 |
Sandy Spring Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
VANGUARD GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 7 |
NewEdge Wealth, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
SYNOVUS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 7 |
Windsor Wealth Management, Inc. | 7 | 7 | 0.09% | 0.81% | 1.35% | Q1 2022 | Q3 2023 | 7 |
Taylor Hoffman Wealth Management | 6 | 1 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q2 2020 | 7 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 7 |
Tradition Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Blossom Wealth Management | 4 | 3 | 0.95% | 1.10% | 1.23% | Q4 2021 | Q3 2023 | 7 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 7 |
Paragon Capital Management Ltd | 5 | 1 | 0.02% | 0.08% | 0.27% | Q3 2017 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 4 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 6 |
Eagle Strategies LLC | 6 | 6 | 0.39% | 0.92% | 1.68% | Q2 2022 | Q3 2023 | 6 |
Clear Perspectives Financial Planning, LLC | 6 | 6 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Aspire Wealth Management Corp | 6 | 6 | 0.10% | 0.23% | 0.43% | Q2 2022 | Q3 2023 | 6 |
PENOBSCOT WEALTH MANAGEMENT | 4 | 2 | 0.16% | 0.19% | 0.22% | Q2 2021 | Q2 2023 | 6 |
Atria Wealth Solutions, Inc. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Windsor Creek Advisors, LLC | 6 | 6 | 0.50% | 0.52% | 0.55% | Q3 2020 | Q4 2021 | 6 |
Brinker Capital Investments, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 6 |
CAHILL FINANCIAL ADVISORS INC | 4 | 2 | 0.07% | 0.12% | 0.15% | Q3 2017 | Q3 2023 | 6 |
Great Diamond Partners, LLC | 6 | 6 | 0.22% | 0.30% | 0.42% | Q3 2020 | Q4 2021 | 6 |
NewFocus Financial Group, LLC | 6 | 6 | 0.23% | 0.56% | 0.94% | Q3 2019 | Q4 2020 | 6 |
Kohmann Bosshard Financial Services, LLC | 6 | 6 | 2.33% | 2.42% | 2.52% | Q2 2022 | Q3 2023 | 6 |
TECTONIC ADVISORS LLC | 6 | 6 | 0.10% | 0.14% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Resonant Capital Advisors, LLC | 6 | 6 | 0.81% | 1.13% | 1.25% | Q2 2022 | Q3 2023 | 6 |
Sugarloaf Wealth Management, LLC | 6 | 6 | 3.75% | 4.55% | 5.56% | Q2 2022 | Q3 2023 | 6 |
Sullivan, Bruyette, Speros & Blaney, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
TruWealth Advisors, LLC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Hendershot Investments Inc. | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.10% | 0.53% | 0.93% | Q3 2020 | Q4 2021 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.24% | 0.26% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2021 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
WMS Partners, LLC | 6 | 6 | 0.56% | 0.89% | 1.31% | Q2 2022 | Q3 2023 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Parallel Advisors, LLC | 3 | 1 | 0.00% | 0.09% | 0.19% | Q4 2016 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Bogart Wealth, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
CANANDAIGUA NATIONAL CORP | 5 | 5 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q1 2022 | 5 |
CULLEN/FROST BANKERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Corbenic Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
IHT Wealth Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 5 |
Keudell/Morrison Wealth Management | 5 | 5 | 0.17% | 0.19% | 0.24% | Q3 2022 | Q3 2023 | 5 |
JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Parkside Financial Bank & Trust | 4 | 1 | 0.00% | 0.09% | 0.12% | Q1 2020 | Q3 2021 | 5 |
Sargent Bickham Lagudis LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 5 |
55I, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.90% | 1.41% | 1.86% | Q4 2022 | Q4 2023 | 5 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 5 |
VANCE WEALTH, INC. | 5 | 5 | 0.30% | 0.64% | 0.86% | Q3 2022 | Q3 2023 | 5 |
C M BIDWELL & ASSOCIATES LTD | 5 | 5 | 0.00% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Ritter Daniher Financial Advisory LLC / DE | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Crescent Grove Advisors, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Foster Victor Wealth Advisors, LLC | 2 | 1 | 0.22% | 0.54% | 0.74% | Q2 2019 | Q2 2023 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.01% | 0.12% | 0.41% | Q3 2022 | Q3 2023 | 5 |
CASTLE WEALTH MANAGEMENT LLC | 5 | 5 | 0.12% | 0.30% | 0.38% | Q3 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
tru Independence LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
CWS Financial Advisors, LLC | 3 | 2 | 0.27% | 0.35% | 0.39% | Q2 2022 | Q3 2023 | 5 |
ROBERTS GLORE & CO INC /IL/ | 5 | 5 | 0.16% | 0.26% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Secure Asset Management, LLC | 5 | 5 | 0.25% | 0.45% | 0.61% | Q2 2020 | Q2 2021 | 5 |
Ausdal Financial Partners, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 5 |
Landmark Wealth Management, LLC | 3 | 1 | 0.08% | 0.29% | 0.52% | Q1 2022 | Q3 2023 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.03% | 0.50% | 0.84% | Q3 2022 | Q3 2023 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 0.35% | 0.40% | 0.52% | Q1 2020 | Q1 2021 | 5 |
Heartwood Wealth Advisors LLC | 5 | 5 | 0.04% | 0.06% | 0.06% | Q4 2019 | Q4 2020 | 5 |
O'ROURKE & COMPANY, Inc | 5 | 5 | 0.35% | 0.37% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Wagner Wealth Management, LLC | 4 | 4 | 0.12% | 0.29% | 0.51% | Q4 2017 | Q3 2018 | 4 |
Financial Gravity Asset Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Kistler-Tiffany Companies, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 4 |
NORTHSTAR WEALTH PARTNERS LLC | 4 | 4 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q4 2019 | 4 |
Evanson Asset Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q1 2018 | 4 |
Hall Private Wealth Advisors | 4 | 4 | 0.55% | 0.59% | 0.61% | Q4 2022 | Q3 2023 | 4 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.61% | 0.69% | 0.84% | Q4 2022 | Q3 2023 | 4 |
McKinley Carter Wealth Services, Inc. | 4 | 4 | 0.02% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 4 |
WARNER FINANCIAL, INC | 4 | 4 | 0.32% | 0.36% | 0.39% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.27% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Shore Point Advisors, LLC | 4 | 4 | 0.83% | 0.91% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 7.50% | 8.24% | 8.55% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.44% | 0.92% | 1.16% | Q4 2022 | Q3 2023 | 4 |
DAGCO, INC. | 4 | 4 | 1.39% | 2.05% | 2.62% | Q4 2022 | Q3 2023 | 4 |
STUDIO INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.08% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Lansing Street Advisors | 4 | 4 | 0.43% | 0.45% | 0.46% | Q3 2022 | Q2 2023 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 2.30% | 2.77% | 3.20% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Annapolis Financial Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
MinichMacGregor Wealth Management, LLC | 3 | 1 | 0.01% | 1.99% | 2.73% | Q4 2020 | Q4 2022 | 4 |
Family Investment Center, Inc. | 4 | 4 | 0.45% | 0.51% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.33% | 0.39% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Nicholas Hoffman & Company, LLC. | 4 | 4 | 0.04% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 2.14% | 2.23% | 2.28% | Q4 2022 | Q3 2023 | 4 |
BROWN BROTHERS HARRIMAN & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Beta Wealth Group, Inc. | 4 | 4 | 0.20% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.12% | 0.61% | 0.88% | Q3 2021 | Q2 2022 | 4 |
Tempus Wealth Planning, LLC | 3 | 1 | 0.68% | 0.92% | 1.28% | Q1 2021 | Q2 2023 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2020 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.42% | 0.53% | 0.57% | Q4 2022 | Q3 2023 | 4 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4 | 4 | 0.03% | 1.25% | 1.73% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.14% | 0.16% | 0.22% | Q4 2022 | Q4 2023 | 4 |
Parker Financial LLC | 4 | 4 | 1.04% | 1.32% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Lee Financial Co | 3 | 1 | 0.04% | 0.06% | 0.07% | Q2 2017 | Q2 2018 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 4 | 4 | 0.25% | 0.31% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Shone Asset Management LLC | 4 | 4 | 3.17% | 5.26% | 6.49% | Q1 2020 | Q4 2020 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.32% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
VeraBank, N.A. | 4 | 4 | 7.83% | 8.62% | 9.27% | Q4 2022 | Q3 2023 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Engines Advisors L.L.C. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.50% | 0.66% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.26% | 0.27% | 0.28% | Q1 2023 | Q3 2023 | 3 |
AdvicePeriod, LLC | 2 | 1 | 0.02% | 0.04% | 0.04% | Q2 2019 | Q1 2020 | 3 |
Johnson Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
CPWM, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.37% | 0.47% | 0.54% | Q1 2020 | Q3 2020 | 3 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Lokken Investment Group LLC | 3 | 3 | 0.18% | 0.25% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.05% | 0.24% | 0.52% | Q1 2022 | Q3 2022 | 3 |
SILVERLAKE WEALTH MANAGEMENT LLC | 3 | 3 | 0.15% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
ACAS, LLC | 3 | 3 | 0.32% | 0.49% | 0.63% | Q2 2021 | Q4 2021 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Peterson Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 3 |
JT Stratford LLC | 3 | 3 | 0.35% | 0.45% | 0.51% | Q1 2023 | Q3 2023 | 3 |
NorthLanding Financial Partners, LLC | 3 | 3 | 1.31% | 1.32% | 1.32% | Q3 2022 | Q1 2023 | 3 |
GLENMEDE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 3.20% | 6.25% | 7.93% | Q1 2023 | Q3 2023 | 3 |
CAPITAL WEALTH MANAGEMENT, LLC | 3 | 3 | 0.68% | 0.70% | 0.72% | Q1 2023 | Q3 2023 | 3 |
NorthRock Partners, LLC | 3 | 3 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q1 2020 | 3 |
EASTERN BANK | 3 | 3 | 0.78% | 0.79% | 0.80% | Q1 2023 | Q3 2023 | 3 |
THOMASPARTNERS, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
CNB Bank | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 2.89% | 3.38% | 4.08% | Q1 2023 | Q3 2023 | 3 |
Johnson & White Wealth Management, LLC | 1 | 1 | 1.14% | 1.41% | 1.68% | Q3 2022 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2022 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.22% | 0.30% | 0.34% | Q2 2021 | Q4 2021 | 3 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
CGN Advisors LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q4 2021 | 3 |
NATIONAL PLANNING CORP | 2 | 2 | 0.03% | 0.08% | 0.13% | Q2 2017 | Q3 2017 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BADGLEY PHELPS & BELL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.09% | 0.16% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.60% | 1.17% | Q4 2021 | Q3 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
New World Advisors LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q1 2020 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
F3Logic, LLC | 2 | 2 | 0.20% | 0.27% | 0.33% | Q1 2018 | Q2 2018 | 2 |
SWAN Capital LLC | 1 | 1 | 0.69% | 0.76% | 0.84% | Q1 2023 | Q3 2023 | 2 |
Prestige Wealth Management Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Sound View Wealth Advisors Group, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.07% | 0.21% | 0.34% | Q2 2023 | Q3 2023 | 2 |
New Potomac Partners, LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 1.74% | 1.74% | 1.75% | Q1 2021 | Q2 2021 | 2 |
RGT Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.10% | 0.15% | Q4 2020 | Q1 2021 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.24% | 0.29% | 0.34% | Q3 2022 | Q4 2022 | 2 |
CX Institutional | 1 | 1 | 0.29% | 0.42% | 0.56% | Q2 2022 | Q4 2022 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
FIRST MERCANTILE TRUST CO | 2 | 2 | 1.44% | 1.49% | 1.54% | Q2 2021 | Q3 2021 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Curated Wealth Partners LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Cypress Wealth Advisors LLC | 2 | 2 | 0.26% | 0.27% | 0.29% | Q4 2017 | Q1 2018 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 1.34% | 1.38% | 1.43% | Q2 2023 | Q3 2023 | 2 |
CIC Wealth, LLC | 2 | 2 | 0.12% | 0.19% | 0.26% | Q2 2023 | Q3 2023 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q4 2018 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 1.56% | 1.81% | 2.05% | Q2 2023 | Q3 2023 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Annex Advisory Services, LLC | 2 | 2 | 2.00% | 2.12% | 2.24% | Q2 2023 | Q3 2023 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.02% | 0.19% | 0.36% | Q4 2020 | Q1 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Price Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q1 2021 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.09% | 0.18% | Q4 2019 | Q4 2022 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PacWest Financial Management Inc | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2016 | Q4 2016 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2019 | Q4 2019 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Red Tortoise LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2021 | Q4 2021 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Buttonwood Financial Advisors Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
CABANA LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Peterson Wealth Services | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Intelligent Financial Strategies | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2021 | Q2 2021 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Selway Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GRIMES & COMPANY, INC. | 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 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 4.72% | 4.72% | 4.72% | Q4 2023 | Q4 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Paul John Balson | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Nan Shan Life Insurance Co., Ltd. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2020 | Q1 2020 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AllGen Financial Advisors, Inc. | 1 | 1 | 2.25% | 2.25% | 2.25% | Q4 2021 | Q4 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Inscription Capital, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q2 2021 | Q2 2021 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
RESOLUTE FINANCIAL, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2022 | Q4 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 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.