Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 40 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 30 | 4 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 39 |
Transamerica Financial Advisors, Inc. | 38 | 38 | 0.39% | 0.97% | 1.62% | Q2 2014 | Q3 2023 | 38 |
Coastline Trust Co | 37 | 37 | 0.34% | 1.45% | 1.95% | Q3 2013 | Q3 2022 | 37 |
Regal Investment Advisors LLC | 37 | 37 | 0.06% | 0.46% | 2.62% | Q3 2014 | Q3 2023 | 37 |
Betterment LLC | 36 | 36 | 0.35% | 1.01% | 2.50% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 36 |
CITIGROUP INC | 26 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 34 | 34 | 0.33% | 1.23% | 2.44% | Q2 2015 | Q3 2023 | 34 |
Versant Capital Management, Inc | 33 | 33 | 5.70% | 9.20% | 13.53% | Q4 2015 | Q4 2023 | 33 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Creative Planning | 18 | 3 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q2 2023 | 32 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 5 | 0.00% | 0.11% | 0.37% | Q3 2013 | Q3 2023 | 32 |
HSBC HOLDINGS PLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 32 |
CENTRAL BANK & TRUST CO | 31 | 31 | 0.06% | 3.17% | 8.71% | Q1 2016 | Q3 2023 | 31 |
Avior Wealth Management, LLC | 30 | 30 | 0.01% | 0.34% | 0.53% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.01% | 0.10% | Q1 2016 | Q3 2023 | 30 |
BlackRock Inc. | 16 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
NWAM LLC | 15 | 14 | 0.02% | 0.10% | 0.24% | Q2 2016 | Q3 2023 | 29 |
Gradient Investments LLC | 24 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.03% | 0.23% | 0.43% | Q4 2016 | Q3 2023 | 28 |
Modera Wealth Management, LLC | 28 | 28 | 0.05% | 0.34% | 0.70% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.35% | 1.53% | Q4 2016 | Q3 2023 | 28 |
FIRST MERCANTILE TRUST CO | 19 | 9 | 0.24% | 0.50% | 1.57% | Q3 2014 | Q3 2021 | 28 |
Raymond James Financial Services Advisors, Inc. | 16 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 27 |
Private Advisor Group, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 27 |
Tortoise Investment Management, LLC | 18 | 9 | 0.00% | 0.03% | 0.28% | Q2 2015 | Q3 2023 | 27 |
FC Advisory LLC | 27 | 27 | 0.15% | 0.18% | 0.23% | Q2 2017 | Q4 2023 | 27 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Bank of New York Mellon Corp | 25 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 26 |
JFS WEALTH ADVISORS, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
ASSETMARK, INC | 25 | 25 | 0.02% | 0.10% | 0.23% | Q3 2017 | Q3 2023 | 25 |
Avidian Wealth Solutions, LLC | 16 | 9 | 0.05% | 1.44% | 5.43% | Q1 2017 | Q3 2023 | 25 |
Wilshire Advisors LLC | 25 | 25 | 0.67% | 2.11% | 6.74% | Q4 2015 | Q4 2021 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 6 | 0.00% | 0.04% | 0.08% | Q3 2013 | Q4 2019 | 25 |
D'Orazio & Associates, Inc. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2021 | 24 |
FLOW TRADERS U.S. LLC | 5 | 2 | 0.02% | 0.45% | 1.26% | Q3 2015 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.03% | 0.23% | Q1 2014 | Q2 2023 | 24 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 24 | 24 | 0.00% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.02% | 0.18% | 0.46% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Garde Capital, Inc. | 23 | 23 | 0.51% | 0.97% | 1.24% | Q4 2014 | Q2 2020 | 23 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.15% | 0.46% | 1.01% | Q1 2017 | Q2 2022 | 22 |
White Lighthouse Investment Management Inc. | 20 | 2 | 0.07% | 0.12% | 0.20% | Q4 2017 | Q3 2023 | 22 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.03% | 0.62% | 1.07% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 1 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q1 2023 | 21 |
Cambridge Investment Research Advisors, Inc. | 18 | 3 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 21 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.10% | 0.54% | Q4 2015 | Q3 2023 | 21 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.11% | 0.27% | 0.38% | Q4 2018 | Q3 2023 | 20 |
TWIN CAPITAL MANAGEMENT INC | 20 | 20 | 0.05% | 0.13% | 0.27% | Q4 2015 | Q3 2020 | 20 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.16% | 0.29% | Q4 2017 | Q3 2022 | 20 |
DOWLING & YAHNKE LLC | 20 | 20 | 1.64% | 3.13% | 3.73% | Q4 2017 | Q3 2022 | 20 |
Continuum Advisory, LLC | 15 | 5 | 0.10% | 0.18% | 0.29% | Q1 2017 | Q3 2023 | 20 |
Goelzer Investment Management, Inc. | 13 | 7 | 0.08% | 0.15% | 0.30% | Q4 2014 | Q3 2020 | 20 |
MATHER GROUP, LLC. | 20 | 20 | 0.03% | 0.38% | 1.62% | Q4 2018 | Q3 2023 | 20 |
Kohmann Bosshard Financial Services, LLC | 20 | 20 | 0.05% | 1.33% | 2.10% | Q3 2017 | Q2 2022 | 20 |
FMR LLC | 17 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
FIFTH THIRD BANCORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 20 |
NOVARE CAPITAL MANAGEMENT LLC | 20 | 20 | 0.03% | 0.18% | 0.65% | Q2 2017 | Q1 2022 | 20 |
Full Sail Capital, LLC | 19 | 19 | 0.20% | 0.36% | 0.67% | Q1 2019 | Q3 2023 | 19 |
Hudock, Inc. | 19 | 19 | 0.00% | 0.01% | 0.09% | Q1 2018 | Q3 2022 | 19 |
HighTower Advisors, LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
NewSquare Capital LLC | 19 | 19 | 0.00% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.22% | 0.40% | 0.50% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Hurlow Wealth Management Group, Inc. | 19 | 19 | 0.22% | 3.29% | 4.50% | Q1 2019 | Q3 2023 | 19 |
FIDUCIARY TRUST CO | 18 | 18 | 0.01% | 0.26% | 1.12% | Q4 2016 | Q1 2021 | 18 |
Savant Capital, LLC | 18 | 18 | 0.01% | 0.21% | 0.94% | Q2 2019 | Q3 2023 | 18 |
Ackerman Capital Advisors, LLC | 12 | 1 | 0.01% | 0.55% | 0.90% | Q2 2017 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
Front Row Advisors LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Beacon Pointe Advisors, LLC | 16 | 1 | 0.01% | 0.10% | 0.32% | Q2 2019 | Q3 2023 | 17 |
Providence Capital Advisors, LLC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
Highland Private Wealth Management | 17 | 17 | 0.45% | 0.73% | 1.75% | Q3 2018 | Q3 2022 | 17 |
GenTrust, LLC | 13 | 4 | 0.04% | 0.95% | 3.31% | Q2 2017 | Q3 2023 | 17 |
Sigma Planning Corp | 13 | 1 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 17 |
Neuberger Berman Group LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
EXANE DERIVATIVES | 15 | 1 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q1 2022 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
Global Endowment Management, LP | 16 | 16 | 0.07% | 0.35% | 0.59% | Q4 2019 | Q3 2023 | 16 |
BLB&B Advisors, LLC | 15 | 1 | 0.04% | 0.25% | 0.39% | Q4 2018 | Q3 2023 | 16 |
Charles Schwab Investment Advisory, Inc. | 10 | 6 | 0.00% | 0.24% | 0.59% | Q2 2015 | Q4 2019 | 16 |
Disciplined Investments, LLC | 16 | 16 | 1.04% | 1.69% | 2.31% | Q4 2019 | Q3 2023 | 16 |
Royal Fund Management, LLC | 16 | 16 | 0.01% | 0.32% | 0.47% | Q4 2019 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 13 | 3 | 0.01% | 0.04% | 0.17% | Q4 2018 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 3.10% | 5.11% | 7.92% | Q4 2019 | Q4 2023 | 16 |
Strategic Financial Planning, Inc. | 16 | 16 | 0.78% | 0.90% | 1.15% | Q4 2019 | Q3 2023 | 16 |
Aspire Private Capital, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 16 |
HOLLENCREST CAPITAL MANAGEMENT | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2021 | 16 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Alexandria Capital, LLC | 12 | 4 | 0.00% | 0.05% | 0.28% | Q3 2013 | Q3 2019 | 16 |
Column Capital Advisors, LLC | 14 | 1 | 0.00% | 0.24% | 0.64% | Q4 2019 | Q3 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 1.40% | 2.21% | 2.78% | Q4 2017 | Q2 2021 | 15 |
Advisors Asset Management, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Baldrige Asset Management LLC | 15 | 15 | 0.08% | 0.22% | 0.29% | Q3 2019 | Q1 2023 | 15 |
SIGNATUREFD, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Verde Capital Management | 15 | 15 | 0.18% | 1.83% | 3.80% | Q1 2020 | Q3 2023 | 15 |
Westside Investment Management, Inc. | 15 | 15 | 0.04% | 0.16% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Global Retirement Partners, LLC | 9 | 6 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 15 |
Axiom Financial Strategies, LLC | 15 | 15 | 1.52% | 2.91% | 3.39% | Q1 2020 | Q3 2023 | 15 |
MISSION WEALTH MANAGEMENT, LP | 15 | 15 | 0.06% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 15 |
D. E. Shaw & Co., Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.02% | Q2 2016 | Q4 2019 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 15 |
Strategic Financial Services, Inc, | 15 | 15 | 1.00% | 1.29% | 1.93% | Q1 2020 | Q3 2023 | 15 |
Cedar Wealth Management, LLC | 15 | 15 | 0.00% | 0.19% | 0.34% | Q3 2018 | Q1 2022 | 15 |
JONES FINANCIAL COMPANIES LLLP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlueSky Wealth Advisors, LLC | 15 | 15 | 3.82% | 4.56% | 5.35% | Q1 2020 | Q3 2023 | 15 |
Leonard Rickey Investment Advisors P.L.L.C. | 14 | 14 | 0.09% | 0.88% | 2.15% | Q3 2018 | Q4 2021 | 14 |
BALLAST ADVISORS LLC | 14 | 14 | 0.17% | 0.57% | 0.74% | Q2 2020 | Q3 2023 | 14 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Brinker Capital Investments, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2020 | 14 |
Mirae Asset Global Investments Co., Ltd. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
AdvisorNet Financial, Inc | 11 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Glassman Wealth Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
FDx Advisors, Inc. | 7 | 2 | 0.01% | 0.22% | 0.56% | Q1 2017 | Q1 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 14 |
Trust Co | 14 | 14 | 0.01% | 0.03% | 0.16% | Q1 2015 | Q2 2018 | 14 |
Selective Wealth Management, Inc. | 14 | 14 | 0.01% | 0.08% | 0.58% | Q2 2019 | Q3 2022 | 14 |
Clear Creek Financial Management, LLC | 10 | 3 | 0.16% | 0.31% | 1.67% | Q2 2020 | Q3 2023 | 13 |
Crabel Capital Management, LLC | 5 | 1 | 0.11% | 0.52% | 1.33% | Q4 2017 | Q4 2022 | 13 |
CAPE COD FIVE CENTS SAVINGS BANK | 13 | 13 | 1.29% | 1.73% | 2.32% | Q3 2020 | Q3 2023 | 13 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 13 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 13 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 13 |
Qube Research & Technologies Ltd | 5 | 2 | 0.00% | 0.15% | 0.80% | Q4 2019 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.03% | 0.07% | 0.12% | Q3 2016 | Q3 2019 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
IndexIQ Advisors LLC | 13 | 13 | 0.00% | 0.07% | 0.14% | Q4 2018 | Q4 2021 | 13 |
QCI ASSET MANAGEMENT INC/NY | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
MBM Wealth Consultants, LLC | 13 | 13 | 2.26% | 2.80% | 3.15% | Q1 2019 | Q1 2022 | 13 |
Financial Gravity Asset Management, Inc. | 12 | 1 | 0.00% | 0.72% | 3.24% | Q1 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q2 2023 | 13 |
Cambria Investment Management, L.P. | 12 | 1 | 0.00% | 0.44% | 0.65% | Q4 2014 | Q1 2019 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.00% | 0.00% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Legacy Private Trust Co. | 13 | 13 | 0.18% | 0.43% | 0.73% | Q4 2018 | Q4 2021 | 13 |
Prestige Wealth Management Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.14% | 0.39% | 0.57% | Q3 2020 | Q3 2023 | 13 |
Foster Victor Wealth Advisors, LLC | 12 | 12 | 0.05% | 0.12% | 0.24% | Q4 2018 | Q3 2021 | 12 |
Fullen Financial Group | 12 | 12 | 0.22% | 0.25% | 0.37% | Q2 2020 | Q1 2023 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.02% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 12 |
BOYS ARNOLD & CO INC | 12 | 12 | 0.05% | 0.07% | 0.10% | Q2 2017 | Q1 2020 | 12 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 12 |
RIVERSEDGE ADVISORS, LLC | 12 | 12 | 0.26% | 0.55% | 0.94% | Q1 2020 | Q4 2022 | 12 |
Summit Global Investments | 11 | 1 | 0.03% | 0.06% | 0.38% | Q1 2019 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.10% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 2.51% | 3.69% | 5.33% | Q4 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.07% | 0.28% | Q1 2017 | Q2 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 12 |
OXFORD FINANCIAL GROUP, LTD. LLC | 8 | 4 | 0.00% | 0.14% | 0.46% | Q4 2019 | Q1 2023 | 12 |
Bogart Wealth, LLC | 9 | 3 | 0.00% | 0.04% | 0.22% | Q1 2020 | Q3 2023 | 12 |
Proficio Capital Partners LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 6 | 5 | 0.07% | 0.35% | 0.88% | Q2 2019 | Q2 2022 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.72% | 1.84% | 2.40% | Q1 2021 | Q3 2023 | 11 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q4 2022 | 11 |
Financial Enhancement Group LLC | 11 | 11 | 0.26% | 0.64% | 1.07% | Q1 2020 | Q3 2022 | 11 |
Quaker Wealth Management, LLC | 8 | 3 | 0.28% | 0.43% | 0.60% | Q3 2020 | Q3 2023 | 11 |
Allianz Asset Management GmbH | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2018 | 11 |
Avion Wealth | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
MD Financial Management Inc. | 11 | 11 | 0.24% | 0.49% | 0.97% | Q2 2019 | Q4 2021 | 11 |
EP Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.24% | 1.30% | Q1 2021 | Q3 2023 | 11 |
Bluefin Trading, LLC | 3 | 1 | 0.04% | 0.42% | 1.71% | Q2 2013 | Q4 2017 | 11 |
Belpointe Asset Management LLC | 10 | 1 | 0.01% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Pinnacle Advisory Group, Inc. | 11 | 11 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q1 2021 | 11 |
BENJAMIN EDWARDS INC | 10 | 1 | 0.00% | 0.02% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 8 | 3 | 0.02% | 0.11% | 0.26% | Q1 2020 | Q4 2022 | 11 |
US BANCORP \DE\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 11 |
HEADINVEST, LLC | 10 | 1 | 0.03% | 0.19% | 0.43% | Q4 2020 | Q3 2023 | 11 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 9 | 1 | 0.00% | 0.18% | 1.31% | Q4 2018 | Q1 2022 | 10 |
Virtue Capital Management, LLC | 8 | 2 | 0.00% | 0.13% | 0.18% | Q4 2017 | Q3 2023 | 10 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.10% | Q1 2021 | Q3 2023 | 10 |
ASPIRIANT, LLC | 8 | 2 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q2 2022 | 10 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 10 |
MOTCO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 10 |
Asset Dedication, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
HARVEST VOLATILITY MANAGEMENT LLC | 8 | 2 | 0.01% | 1.83% | 17.51% | Q4 2020 | Q3 2023 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
MOSELEY INVESTMENT MANAGEMENT INC | 10 | 10 | 0.57% | 1.05% | 1.25% | Q4 2019 | Q1 2022 | 10 |
Pekin Hardy Strauss, Inc. | 7 | 3 | 0.06% | 0.12% | 0.34% | Q3 2019 | Q1 2022 | 10 |
Quantitative Advantage, LLC | 10 | 10 | 0.39% | 0.44% | 0.50% | Q4 2020 | Q1 2023 | 10 |
Mariner, LLC | 9 | 1 | 0.00% | 0.06% | 0.20% | Q3 2016 | Q3 2023 | 10 |
Octavia Wealth Advisors, LLC | 10 | 10 | 0.06% | 0.89% | 1.77% | Q4 2020 | Q1 2023 | 10 |
AE Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 10 |
NAPLES GLOBAL ADVISORS, LLC | 10 | 10 | 0.03% | 0.11% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 6 | 1 | 0.00% | 0.05% | 0.11% | Q3 2019 | Q1 2023 | 10 |
Windham Capital Management, LLC | 6 | 4 | 0.28% | 0.59% | 1.01% | Q1 2019 | Q3 2022 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 10 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2017 | 10 |
Prospera Financial Services Inc | 9 | 9 | 0.00% | 0.09% | 0.23% | Q2 2020 | Q2 2022 | 9 |
FRANKLIN RESOURCES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.10% | 0.19% | 0.29% | Q1 2020 | Q1 2022 | 9 |
ROBERTS GLORE & CO INC /IL/ | 9 | 9 | 0.07% | 0.18% | 0.25% | Q2 2020 | Q2 2022 | 9 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.01% | 0.04% | 0.13% | Q2 2020 | Q2 2022 | 9 |
Sensible Financial Planning & Management, LLC. | 9 | 9 | 0.00% | 0.99% | 4.00% | Q3 2014 | Q3 2016 | 9 |
3EDGE Asset Management, LP | 9 | 9 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q2 2022 | 9 |
Systelligence, LLC | 5 | 4 | 0.16% | 1.66% | 2.87% | Q4 2019 | Q2 2022 | 9 |
Parkside Financial Bank & Trust | 7 | 1 | 0.01% | 0.64% | 1.30% | Q3 2015 | Q3 2023 | 9 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 9 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.38% | 0.52% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.09% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 8 |
VANGUARD GROUP INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 8 |
Banco Santander, S.A. | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q4 2020 | 8 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Wavelength Capital Management, LLC | 8 | 8 | 5.49% | 6.70% | 9.21% | Q4 2021 | Q3 2023 | 8 |
Conservest Capital Advisors, Inc. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q1 2022 | 8 |
Echo45 Advisors LLC | 8 | 8 | 1.01% | 1.72% | 2.73% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.97% | 1.68% | 2.04% | Q4 2021 | Q3 2023 | 8 |
Jefferies Group LLC | 8 | 8 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q1 2015 | 8 |
Corrigan Financial, Inc. | 8 | 8 | 4.45% | 4.94% | 5.96% | Q1 2021 | Q4 2022 | 8 |
UBP Investment Advisors SA | 8 | 8 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2022 | 8 |
Activest Wealth Management | 6 | 1 | 0.00% | 0.16% | 1.10% | Q1 2021 | Q3 2023 | 8 |
Hanson & Doremus Investment Management | 7 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q1 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Efficient Market Advisors, LLC | 8 | 8 | 0.11% | 0.20% | 0.46% | Q4 2014 | Q3 2016 | 8 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q2 2021 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.00% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Chicago Partners Investment Group LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
American Trust | 8 | 8 | 0.27% | 0.38% | 0.49% | Q4 2021 | Q3 2023 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.15% | 0.31% | Q4 2021 | Q3 2023 | 8 |
CNB Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
SAGE RHINO CAPITAL LLC | 8 | 8 | 0.89% | 1.11% | 1.43% | Q4 2021 | Q3 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 0.24% | 0.55% | 1.50% | Q4 2021 | Q3 2023 | 8 |
JNBA Financial Advisors | 8 | 8 | 0.01% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Shore Point Advisors, LLC | 8 | 8 | 4.03% | 4.52% | 5.16% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Landmark Financial Advisors, LLC | 8 | 8 | 0.48% | 0.87% | 0.96% | Q4 2021 | Q3 2023 | 8 |
KCS Wealth Advisory | 8 | 8 | 0.53% | 0.80% | 1.12% | Q2 2018 | Q1 2020 | 8 |
COMMERCE BANK | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 7 |
Invesco Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Columbus Macro, LLC | 7 | 7 | 0.17% | 0.97% | 2.08% | Q1 2022 | Q3 2023 | 7 |
USS Investment Management Ltd | 7 | 7 | 0.20% | 0.78% | 0.98% | Q1 2022 | Q3 2023 | 7 |
Onyx Bridge Wealth Group LLC | 4 | 3 | 0.10% | 0.70% | 3.41% | Q4 2020 | Q3 2023 | 7 |
Acorn Wealth Advisors, LLC | 7 | 7 | 0.28% | 0.45% | 0.49% | Q4 2020 | Q2 2022 | 7 |
North Star Investment Management Corp. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FIRST INTERSTATE BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Bellecapital International Ltd. | 6 | 1 | 0.17% | 0.29% | 0.50% | Q1 2017 | Q4 2018 | 7 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 7 | 7 | 0.40% | 0.57% | 0.65% | Q1 2022 | Q3 2023 | 7 |
Private Portfolio Partners LLC | 7 | 7 | 0.37% | 0.42% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Twele Capital Management, Inc. | 7 | 7 | 0.09% | 0.10% | 0.10% | Q4 2013 | Q2 2015 | 7 |
OPPENHEIMER & CO INC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
55I, LLC | 5 | 2 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q4 2021 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 0.46% | 0.55% | 0.62% | Q4 2021 | Q3 2023 | 7 |
Barry Investment Advisors, LLC | 7 | 7 | 0.00% | 3.94% | 5.45% | Q2 2015 | Q4 2016 | 7 |
Eagle Bay Advisors LLC | 7 | 7 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.00% | 0.01% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Lee Financial Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Busey Bank | 7 | 7 | 0.48% | 0.94% | 1.51% | Q1 2022 | Q3 2023 | 7 |
SCOTIA CAPITAL INC. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2018 | 7 |
Advisory Alpha, LLC | 4 | 3 | 0.14% | 0.16% | 0.21% | Q1 2018 | Q2 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Fairhaven Wealth Management, LLC | 7 | 7 | 0.12% | 0.17% | 0.23% | Q1 2020 | Q3 2021 | 7 |
VSR Financial Services, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.09% | 0.20% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Mutual Advisors, LLC | 3 | 1 | 0.02% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SigFig Wealth Management, LLC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 6 |
TECTONIC ADVISORS LLC | 4 | 2 | 0.01% | 0.03% | 0.12% | Q4 2020 | Q3 2022 | 6 |
DEUTSCHE BANK AG\ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.14% | 0.18% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Almanack Investment Partners, LLC. | 4 | 2 | 0.11% | 0.29% | 0.49% | Q1 2017 | Q4 2019 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.31% | 0.37% | 0.46% | Q4 2021 | Q1 2023 | 6 |
CENTRAL TRUST Co | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 6 |
Signify Wealth | 6 | 6 | 0.71% | 1.77% | 2.68% | Q2 2022 | Q3 2023 | 6 |
W.G. Shaheen & Associates DBA Whitney & Co | 6 | 6 | 1.87% | 2.02% | 2.17% | Q2 2022 | Q3 2023 | 6 |
Vanguard Personalized Indexing Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q4 2021 | 6 |
Navalign, LLC | 4 | 2 | 0.09% | 0.17% | 0.44% | Q1 2021 | Q3 2022 | 6 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q3 2017 | Q4 2021 | 6 |
Prostatis Group LLC | 6 | 6 | 0.38% | 0.69% | 1.31% | Q1 2022 | Q2 2023 | 6 |
iAB Financial Bank | 6 | 6 | 0.12% | 0.14% | 0.15% | Q1 2016 | Q2 2017 | 6 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 6 |
Spearhead Capital Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 6 |
WFG Advisors, LP | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2017 | 6 |
Morningstar Investment Services LLC | 6 | 6 | 0.36% | 0.42% | 0.45% | Q2 2022 | Q3 2023 | 6 |
PACK Private Wealth, LLC | 4 | 2 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 6 |
Allianz Investment Management U.S. LLC | 6 | 6 | 1.30% | 1.70% | 2.09% | Q2 2022 | Q3 2023 | 6 |
Amundi | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
TRUIST FINANCIAL CORP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Windhaven Investment Management, Inc. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q4 2016 | 6 |
JT Stratford LLC | 6 | 6 | 0.14% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 6 |
DRAVO BAY LLC | 4 | 2 | 0.29% | 1.14% | 1.88% | Q1 2022 | Q3 2023 | 6 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 6 |
CHOREO, LLC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q1 2017 | Q2 2018 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Leicht Financial Planning & Wealth Management, Inc. | 5 | 5 | 0.61% | 3.20% | 4.83% | Q1 2019 | Q1 2020 | 5 |
Atria Investments, Inc | 2 | 1 | 0.02% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Argentus Capital Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.12% | Q2 2015 | Q3 2016 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 5 |
Checchi Capital Advisers, LLC | 5 | 5 | 0.67% | 0.84% | 0.95% | Q3 2022 | Q3 2023 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.11% | 1.60% | 2.93% | Q3 2022 | Q3 2023 | 5 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2023 | 5 |
David Kennon Inc | 5 | 5 | 1.85% | 2.15% | 2.54% | Q3 2022 | Q3 2023 | 5 |
Commonwealth Equity Services, Inc | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2017 | 5 |
SAGE FINANCIAL GROUP INC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Ellevest, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Northwest Capital Management Inc | 3 | 2 | 0.68% | 1.07% | 1.55% | Q4 2017 | Q3 2023 | 5 |
Virtus Family Office LLC | 5 | 5 | 1.39% | 1.94% | 2.23% | Q3 2022 | Q3 2023 | 5 |
Varma Mutual Pension Insurance Co | 5 | 5 | 1.12% | 1.31% | 1.49% | Q3 2022 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.08% | Q3 2021 | Q3 2022 | 5 |
NVWM, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.27% | 0.31% | 0.34% | Q3 2022 | Q3 2023 | 5 |
BCWM, LLC | 5 | 5 | 2.52% | 2.62% | 2.74% | Q3 2022 | Q3 2023 | 5 |
CAHILL FINANCIAL ADVISORS INC | 4 | 1 | 0.00% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 5 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 5 | 5 | 0.24% | 0.26% | 0.30% | Q4 2018 | Q4 2019 | 5 |
CGN Advisors LLC | 5 | 5 | 0.16% | 0.21% | 0.25% | Q1 2021 | Q1 2022 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 5 | 0.21% | 0.27% | 0.42% | Q3 2022 | Q3 2023 | 5 |
BARINGS LLC | 5 | 5 | 0.19% | 0.27% | 0.36% | Q3 2019 | Q3 2020 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2021 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Ameritas Advisory Services, LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Institute for Wealth Management, LLC. | 4 | 1 | 0.00% | 0.32% | 0.52% | Q2 2017 | Q4 2019 | 5 |
Marion Wealth Management | 5 | 5 | 3.14% | 3.21% | 3.31% | Q3 2022 | Q3 2023 | 5 |
Cordatus Wealth Management LLC | 4 | 1 | 0.23% | 0.50% | 0.74% | Q2 2020 | Q4 2021 | 5 |
RHS Financial, LLC | 5 | 5 | 0.19% | 0.38% | 0.67% | Q3 2022 | Q3 2023 | 5 |
Prentice Wealth Management LLC | 4 | 4 | 2.32% | 2.37% | 2.47% | Q1 2021 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.13% | 0.27% | Q4 2022 | Q3 2023 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
BANK HAPOALIM BM | 4 | 4 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q4 2021 | 4 |
FIRST MERCHANTS CORP | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q3 2018 | 4 |
Covestor Ltd | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.92% | 1.00% | 1.14% | Q4 2022 | Q3 2023 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.50% | 0.52% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Thrive Capital Management, LLC | 4 | 4 | 0.18% | 0.36% | 0.62% | Q4 2020 | Q3 2021 | 4 |
First National Bank of Hutchinson | 4 | 4 | 0.16% | 0.42% | 0.54% | Q2 2020 | Q1 2021 | 4 |
Aptus Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.02% | 0.13% | 0.43% | Q2 2016 | Q1 2018 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
Ameraudi Asset Management, Inc. | 3 | 1 | 0.19% | 1.11% | 1.60% | Q4 2019 | Q3 2023 | 4 |
ARS Wealth Advisors Group, LLC | 4 | 4 | 1.75% | 2.47% | 2.82% | Q3 2021 | Q2 2022 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 2.83% | 2.86% | 2.90% | Q4 2022 | Q3 2023 | 4 |
My Legacy Advisors, LLC | 2 | 2 | 0.10% | 0.16% | 0.21% | Q1 2022 | Q1 2023 | 4 |
UBS AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Ruggie Capital Group | 4 | 4 | 0.50% | 1.04% | 1.39% | Q4 2018 | Q3 2019 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Hall Private Wealth Advisors | 3 | 1 | 0.35% | 1.66% | 3.58% | Q4 2020 | Q4 2021 | 4 |
PARSONS CAPITAL MANAGEMENT INC/RI | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.05% | 0.19% | 0.47% | Q2 2019 | Q1 2020 | 4 |
Verity Asset Management, Inc. | 2 | 2 | 0.85% | 1.57% | 2.14% | Q2 2016 | Q3 2017 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Buttonwood Financial Group, LLC | 4 | 4 | 0.88% | 1.03% | 1.16% | Q1 2023 | Q4 2023 | 4 |
Custos Family Office, LLC | 4 | 4 | 3.38% | 3.78% | 4.31% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 8.22% | 8.42% | 8.68% | Q4 2022 | Q3 2023 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Paragon Capital Management LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q4 2021 | 4 |
New Potomac Partners, LLC | 4 | 4 | 0.76% | 0.80% | 0.83% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Forefront Analytics, LLC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
REBALANCE, LLC | 4 | 4 | 0.03% | 0.16% | 0.33% | Q4 2022 | Q3 2023 | 4 |
GOULD ASSET MANAGEMENT LLC /CA/ | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.24% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
PROFFITT & GOODSON INC | 3 | 1 | 0.03% | 0.13% | 0.19% | Q2 2021 | Q2 2022 | 4 |
Anchor Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Merriman Wealth Management, LLC | 4 | 4 | 0.26% | 0.27% | 0.29% | Q4 2018 | Q3 2019 | 4 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 0.20% | 0.22% | 0.23% | Q2 2022 | Q4 2022 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.03% | 0.09% | 0.14% | Q4 2017 | Q2 2018 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 1.62% | 1.80% | 2.14% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
REGIMEN WEALTH, LLC | 3 | 3 | 3.10% | 3.13% | 3.18% | Q1 2023 | Q3 2023 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Financial Architects, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.03% | 0.08% | 0.11% | Q2 2022 | Q4 2022 | 3 |
Morningstar Investment Management LLC | 3 | 3 | 1.60% | 1.69% | 1.84% | Q2 2021 | Q4 2021 | 3 |
CSS LLC/IL | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
AMERICAN CENTURY COMPANIES INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Detalus Advisors, LLC | 3 | 3 | 0.39% | 0.41% | 0.43% | Q1 2023 | Q3 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.22% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 3 |
McQueen, Ball & Associates Inc. | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2016 | Q3 2016 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 5.44% | 5.53% | 5.62% | Q1 2023 | Q3 2023 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Asset Management Resources, LLC | 3 | 3 | 6.64% | 6.83% | 7.20% | Q1 2023 | Q3 2023 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Private Capital Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2019 | 3 |
Donald L. Hagan, LLC | 3 | 3 | 0.24% | 0.30% | 0.36% | Q1 2023 | Q3 2023 | 3 |
ALPS ADVISORS INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Hilltop Partners LLC | 3 | 3 | 2.15% | 2.26% | 2.32% | Q1 2023 | Q3 2023 | 3 |
Affinity Capital Advisors, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Ferguson Shapiro LLC | 3 | 3 | 1.60% | 1.82% | 2.20% | Q1 2021 | Q3 2021 | 3 |
Empirical Finance, LLC | 2 | 1 | 0.10% | 0.39% | 0.55% | Q4 2018 | Q3 2020 | 3 |
Veery Capital, LLC | 3 | 3 | 0.24% | 0.66% | 1.00% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 3 |
Life Planning Partners, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.77% | 0.80% | 0.87% | Q1 2023 | Q3 2023 | 3 |
Beaumont Capital Management, LLC | 3 | 3 | 0.53% | 0.57% | 0.63% | Q4 2021 | Q2 2022 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Bridgecreek Investment Management, LLC | 3 | 3 | 0.51% | 0.57% | 0.65% | Q1 2021 | Q3 2021 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.03% | 0.06% | 0.11% | Q2 2021 | Q4 2021 | 3 |
SAX WEALTH ADVISORS, LLC | 2 | 1 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2021 | 3 |
Security Financial Services, INC. | 3 | 3 | 0.57% | 0.61% | 0.69% | Q1 2023 | Q3 2023 | 3 |
MorganRosel Wealth Management, LLC | 3 | 3 | 0.26% | 1.00% | 1.42% | Q4 2021 | Q2 2022 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Sage Mountain Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
FLC Capital Advisors | 3 | 3 | 0.69% | 0.76% | 0.83% | Q4 2022 | Q2 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ruedi Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 3 |
Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
PFG Advisors | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Verus Financial Partners, Inc. | 3 | 3 | 0.14% | 0.19% | 0.26% | Q3 2013 | Q1 2014 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 2.10% | 2.37% | 2.51% | Q4 2020 | Q2 2021 | 3 |
Koshinski Asset Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Covenant Multifamily Offices, LLC | 3 | 3 | 0.19% | 0.24% | 0.27% | Q1 2021 | Q3 2021 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
Keudell/Morrison Wealth Management | 3 | 3 | 3.44% | 3.53% | 3.60% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
Fluent Financial, LLC | 2 | 2 | 1.19% | 1.20% | 1.20% | Q2 2018 | Q3 2018 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 2 |
IRON Financial LLC | 2 | 2 | 1.32% | 1.56% | 1.80% | Q4 2019 | Q1 2020 | 2 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.23% | 0.40% | Q2 2021 | Q4 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.25% | 0.27% | 0.28% | Q1 2021 | Q2 2021 | 2 |
Sicart Associates LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q4 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2021 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.17% | 0.46% | 0.76% | Q3 2020 | Q4 2020 | 2 |
Field & Main Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.16% | 0.39% | 0.61% | Q4 2017 | Q1 2018 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.94% | 1.33% | 1.72% | Q4 2022 | Q1 2023 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.27% | 0.29% | 0.30% | Q4 2018 | Q2 2019 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.70% | 0.78% | 0.86% | Q2 2019 | Q4 2019 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
Rainsberger Wealth Advisors, Inc. | 2 | 2 | 1.46% | 1.54% | 1.63% | Q4 2021 | Q1 2022 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2018 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Wunderlich Capital Managemnt | 2 | 2 | 0.79% | 0.84% | 0.88% | Q1 2022 | Q2 2022 | 2 |
Evanson Asset Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2017 | Q3 2017 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.03% | 0.22% | 0.40% | Q1 2022 | Q2 2022 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.36% | 0.38% | 0.41% | Q1 2016 | Q2 2016 | 2 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 2 |
Enterprise Trust & Investment Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.11% | 0.18% | 0.24% | Q4 2018 | Q3 2019 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 1.07% | 1.16% | 1.25% | Q3 2017 | Q4 2017 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
SUMITOMO LIFE INSURANCE CO | 2 | 2 | 0.54% | 0.56% | 0.58% | Q2 2023 | Q3 2023 | 2 |
CFO4Life Group, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q4 2018 | 2 |
Pacific Life Fund Advisors LLC | 2 | 2 | 3.15% | 3.51% | 3.87% | Q2 2023 | Q3 2023 | 2 |
JACKSON SQUARE CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 1.79% | 2.19% | 2.59% | Q2 2023 | Q3 2023 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.82% | 0.84% | 0.86% | Q1 2023 | Q2 2023 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
AFAM CAPITAL, INC. | 2 | 2 | 0.03% | 0.23% | 0.43% | Q4 2017 | Q1 2018 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
BOENNING & SCATTERGOOD, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beacon Pointe Wealth Advisors, LLC | 2 | 2 | 0.11% | 0.20% | 0.29% | Q3 2019 | Q4 2019 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.33% | 0.40% | 0.48% | Q2 2020 | Q4 2021 | 2 |
Pictet North America Advisors SA | 2 | 2 | 0.29% | 0.44% | 0.58% | Q2 2023 | Q3 2023 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.21% | 0.37% | 0.53% | Q1 2022 | Q2 2022 | 2 |
Pasadena Private Wealth, LLC | 2 | 2 | 1.38% | 1.47% | 1.57% | Q2 2023 | Q3 2023 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Hamilton Capital, LLC | 2 | 2 | 0.02% | 1.17% | 2.32% | Q4 2022 | Q1 2023 | 2 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 2 | 2 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q4 2022 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
ENZI WEALTH | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q4 2022 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2013 | Q4 2013 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Weil Company, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 3.20% | 3.20% | 3.20% | Q4 2021 | Q4 2021 | 1 |
Econ Financial Services Corp | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Everhart Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
GP Brinson Investments LLC | 1 | 1 | 2.62% | 2.62% | 2.62% | Q4 2023 | Q4 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ARES MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2022 | Q2 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Legal Advantage Investments, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Trek Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Osbon Capital Management LLC | 1 | 1 | 4.52% | 4.52% | 4.52% | Q2 2019 | Q2 2019 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 6.82% | 6.82% | 6.82% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2017 | Q1 2017 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AllGen Financial Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Retirement Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
GRIES FINANCIAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
DWM Financial Group, Inc. | 1 | 1 | 4.20% | 4.20% | 4.20% | Q4 2019 | Q4 2019 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2016 | Q4 2016 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2023 | Q2 2023 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 2.81% | 2.81% | 2.81% | Q4 2020 | Q4 2020 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Arden Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Archvest Wealth Advisors, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Municipal Employees' Retirement System of Michigan | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HHG & Company, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Karpus Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own VANGUARD WHITEHALL FDS or have owned VANGUARD WHITEHALL FDS in the past.