Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 32 | 18 | 0.00% | 0.08% | 0.29% | Q1 2011 | Q3 2023 | 50 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BROWN ADVISORY INC | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.27% | 0.64% | 0.95% | Q4 2014 | Q3 2023 | 36 |
REGIONS FINANCIAL CORP | 36 | 36 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2023 | 35 |
AMERIPRISE FINANCIAL INC | 35 | 35 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 35 |
NORTHERN TRUST CORP | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Bank of New York Mellon Corp | 18 | 16 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 34 |
Cetera Advisors LLC | 23 | 10 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 19 | 13 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
JFS WEALTH ADVISORS, LLC | 32 | 32 | 0.04% | 0.10% | 0.15% | Q4 2015 | Q3 2023 | 32 |
Private Advisor Group, LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 31 |
Opus Capital Group, LLC | 31 | 31 | 0.38% | 1.13% | 3.70% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
COMERICA BANK | 29 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 31 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 30 |
CAPTRUST FINANCIAL ADVISORS | 15 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 30 |
Neuberger Berman Group LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 29 |
Hapanowicz & Associates Financial Services, Inc | 28 | 28 | 1.06% | 1.58% | 2.68% | Q4 2016 | Q3 2023 | 28 |
CITIGROUP INC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 28 |
STIFEL FINANCIAL CORP | 26 | 2 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 28 |
BANK OF MONTREAL /CAN/ | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 27 |
PATHSTONE FAMILY OFFICE, LLC | 25 | 2 | 0.01% | 0.13% | 0.44% | Q3 2016 | Q3 2023 | 27 |
KEYBANK NATIONAL ASSOCIATION/OH | 27 | 27 | 0.01% | 0.07% | 0.26% | Q1 2017 | Q3 2023 | 27 |
Eagle Ridge Investment Management | 27 | 27 | 0.02% | 0.05% | 0.08% | Q3 2015 | Q1 2022 | 27 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 1 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q2 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Bridgeworth, LLC | 26 | 26 | 0.00% | 0.72% | 3.18% | Q2 2017 | Q3 2023 | 26 |
Waverly Advisors, LLC | 24 | 2 | 0.03% | 5.04% | 6.98% | Q3 2013 | Q3 2023 | 26 |
Cetera Advisor Networks LLC | 21 | 5 | 0.01% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 25 |
M&T BANK CORP | 15 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 25 |
BLAIR WILLIAM & CO/IL | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Cambridge Investment Research Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 25 |
MUFG Americas Holdings Corp | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
J.P. Morgan Private Wealth Advisors LLC | 19 | 1 | 0.00% | 0.01% | 0.10% | Q1 2017 | Q3 2023 | 24 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 23 |
Sequoia Financial Advisors, LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.02% | 0.04% | 0.04% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 22 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 22 | 22 | 0.26% | 1.06% | 1.58% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FARMERS & MERCHANTS INVESTMENTS INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
TRUST CO OF VERMONT | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
NEXT Financial Group, Inc | 16 | 4 | 0.04% | 1.95% | 5.36% | Q4 2016 | Q4 2021 | 20 |
DAIDO LIFE INSURANCE CO | 20 | 20 | 2.71% | 13.94% | 18.97% | Q4 2018 | Q3 2023 | 20 |
Syntal Capital Partners, LLC | 17 | 3 | 0.11% | 0.26% | 0.42% | Q2 2014 | Q2 2019 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.09% | 0.34% | 0.93% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
FOSTER & MOTLEY INC | 19 | 19 | 0.06% | 0.24% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 19 |
IFP Advisors, Inc | 8 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 18 |
B. Riley Wealth Advisors, Inc. | 16 | 1 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 18 |
WealthShield Partners, LLC | 15 | 3 | 0.06% | 0.15% | 0.27% | Q1 2019 | Q3 2023 | 18 |
Kinsight, LLC | 17 | 17 | 31.04% | 37.89% | 48.36% | Q2 2013 | Q2 2017 | 17 |
ALERUS FINANCIAL NA | 17 | 17 | 0.85% | 2.58% | 3.45% | Q2 2016 | Q2 2020 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2017 | 17 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.18% | 0.68% | Q3 2013 | Q4 2019 | 16 |
Wealthspire Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
FIFTH THIRD BANCORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
COLONY GROUP LLC | 16 | 16 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.05% | 0.11% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 1.99% | 2.48% | 3.77% | Q4 2017 | Q3 2021 | 16 |
LPWM LLC | 16 | 16 | 0.92% | 1.06% | 1.40% | Q4 2019 | Q3 2023 | 16 |
Austin Private Wealth, LLC | 16 | 16 | 2.37% | 16.94% | 23.92% | Q4 2019 | Q3 2023 | 16 |
M&R CAPITAL MANAGEMENT INC | 16 | 16 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Steward Partners Investment Advisory, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
MAI Capital Management | 15 | 15 | 0.17% | 0.24% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.05% | 0.37% | Q1 2018 | Q3 2023 | 15 |
Arbor Investment Advisors, LLC | 15 | 15 | 0.32% | 1.19% | 1.86% | Q1 2020 | Q3 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Welch Group, LLC | 15 | 15 | 0.04% | 0.06% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Abacus Planning Group, Inc. | 15 | 15 | 0.22% | 0.26% | 0.37% | Q1 2020 | Q3 2023 | 15 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15 | 15 | 0.06% | 0.50% | 1.25% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FIRST MANHATTAN CO. LLC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Geller Advisors LLC | 15 | 15 | 0.08% | 0.12% | 0.14% | Q1 2020 | Q3 2023 | 15 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.89% | 1.03% | 1.16% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Advisors, LLC | 14 | 14 | 0.06% | 0.19% | 0.31% | Q2 2020 | Q3 2023 | 14 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 14 | 14 | 14.57% | 19.95% | 22.83% | Q2 2020 | Q3 2023 | 14 |
Veritable, L.P. | 14 | 14 | 0.06% | 0.13% | 0.20% | Q1 2020 | Q2 2023 | 14 |
Selective Wealth Management, Inc. | 14 | 14 | 0.04% | 0.19% | 0.42% | Q2 2019 | Q3 2022 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.09% | 1.61% | 2.07% | Q2 2020 | Q3 2023 | 14 |
RETIREMENT INCOME SOLUTIONS, INC | 14 | 14 | 0.16% | 0.18% | 0.23% | Q2 2020 | Q3 2023 | 14 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Wealth CMT | 8 | 5 | 3.22% | 6.10% | 19.79% | Q1 2020 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Prospera Financial Services Inc | 8 | 5 | 0.02% | 0.04% | 0.22% | Q4 2019 | Q3 2023 | 13 |
Stegner Investment Associates Inc. | 13 | 13 | 0.82% | 9.29% | 10.85% | Q3 2020 | Q3 2023 | 13 |
PINNACLE FINANCIAL PARTNERS INC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Sandy Spring Bank | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Relative Value Partners Group, LLC | 8 | 5 | 0.10% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
COMERICA SECURITIES,INC. | 12 | 12 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
COMMERCE BANK | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Timber Hill LLC | 7 | 5 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2018 | 12 |
Kistler-Tiffany Companies, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
Sutton Wealth Advisors Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
SEI INVESTMENTS CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 12 |
Brown Financial Advisory | 12 | 12 | 0.80% | 1.55% | 2.56% | Q4 2020 | Q3 2023 | 12 |
AFFINIA FINANCIAL GROUP, LLC | 9 | 3 | 0.16% | 0.17% | 0.19% | Q2 2020 | Q2 2023 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 12 | 12 | 0.06% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
US BANCORP \DE\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Parallel Advisors, LLC | 12 | 12 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
PRIVATE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.41% | 8.32% | 12.00% | Q4 2020 | Q3 2023 | 12 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 12 | 12 | 0.02% | 0.39% | 0.81% | Q4 2020 | Q3 2023 | 12 |
ASSETMARK, INC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.08% | 0.18% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Cognios Capital, LLC | 11 | 11 | 0.08% | 0.10% | 0.13% | Q2 2016 | Q4 2018 | 11 |
1st Global Advisors, Inc. | 11 | 11 | 0.14% | 0.29% | 0.71% | Q4 2014 | Q2 2017 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Private Capital Group, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2020 | 11 |
Oxbow Advisors, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Spectrum Asset Management, Inc. (NB/CA) | 11 | 11 | 0.18% | 0.78% | 1.66% | Q1 2021 | Q3 2023 | 11 |
QCI ASSET MANAGEMENT INC/NY | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
AdvisorNet Financial, Inc | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Cordatus Wealth Management LLC | 9 | 9 | 0.22% | 0.27% | 0.33% | Q4 2018 | Q4 2020 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.09% | 0.19% | 0.28% | Q2 2021 | Q3 2023 | 9 |
Aaron Wealth Advisors LLC | 8 | 1 | 0.07% | 0.95% | 4.11% | Q4 2020 | Q3 2023 | 9 |
Belvedere Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 9 |
Argent Trust Co | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
EVOKE WEALTH, LLC | 9 | 9 | 0.00% | 0.40% | 1.27% | Q3 2021 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 0.16% | 0.19% | 0.26% | Q4 2021 | Q4 2023 | 9 |
Bison Wealth, LLC | 8 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q1 2022 | 9 |
Alerus Investment Advisors Corp | 9 | 9 | 1.47% | 1.73% | 3.36% | Q1 2014 | Q1 2016 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Global Strategic Investment Solutions, LLC | 7 | 2 | 0.01% | 0.06% | 0.11% | Q1 2021 | Q2 2023 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.05% | 0.06% | 0.10% | Q1 2021 | Q1 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Laidlaw Group, LLC | 9 | 9 | 0.16% | 0.17% | 0.18% | Q2 2013 | Q2 2015 | 9 |
Hirtle Callaghan & Co LLC | 9 | 9 | 0.55% | 0.88% | 1.20% | Q3 2021 | Q3 2023 | 9 |
PITCAIRN CO | 5 | 1 | 0.02% | 0.25% | 2.12% | Q4 2015 | Q2 2023 | 9 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 9 |
Marcum Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Coury Firm Asset Management LLC | 8 | 8 | 0.42% | 0.49% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.15% | 0.44% | 0.63% | Q4 2021 | Q3 2023 | 8 |
TCTC Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EPIQ Capital Group, LLC | 5 | 3 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 1.39% | 1.52% | 1.61% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 1.89% | 2.31% | 3.14% | Q4 2021 | Q3 2023 | 8 |
Intellectus Partners, LLC | 7 | 1 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q1 2019 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 8 |
Wick Capital Partners, LLC | 8 | 8 | 0.39% | 0.50% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Anson Capital, Inc. | 8 | 8 | 2.13% | 2.98% | 3.79% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2021 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 1.32% | 1.57% | 1.88% | Q4 2021 | Q3 2023 | 8 |
EP Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.13% | 1.00% | Q3 2021 | Q3 2023 | 8 |
Pensionmark Financial Group, LLC | 8 | 8 | 0.10% | 0.33% | 1.48% | Q4 2021 | Q3 2023 | 8 |
AlphaCore Capital LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.02% | 0.09% | Q4 2021 | Q3 2023 | 8 |
RESOURCE CONSULTING GROUP INC | 8 | 8 | 0.24% | 0.35% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.04% | 0.31% | Q4 2016 | Q3 2023 | 8 |
Baird Financial Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 7 | 0.12% | 0.14% | 0.20% | Q3 2018 | Q1 2020 | 7 |
Topel & Distasi Wealth Management, LLC | 4 | 3 | 1.05% | 1.18% | 1.27% | Q4 2021 | Q3 2023 | 7 |
Parkside Financial Bank & Trust | 7 | 7 | 0.10% | 0.98% | 1.25% | Q1 2022 | Q3 2023 | 7 |
Realta Investment Advisors | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 7 |
Cutler Group LLC / CA | 3 | 3 | 0.00% | 0.02% | 0.10% | Q4 2022 | Q2 2023 | 7 |
Landmark Wealth Management, LLC | 7 | 7 | 0.11% | 0.51% | 1.20% | Q1 2022 | Q3 2023 | 7 |
FSC Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.07% | 0.19% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.13% | 0.16% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Zhang Financial LLC | 7 | 7 | 0.05% | 0.15% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.30% | 0.36% | 0.43% | Q1 2022 | Q3 2023 | 7 |
DEUTSCHE BANK AG\ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Paracle Advisors, LLC | 5 | 1 | 0.06% | 0.39% | 0.58% | Q3 2016 | Q1 2021 | 7 |
City State Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FourThought Financial, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Carnegie Capital Asset Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 1.13% | 1.22% | 1.26% | Q2 2020 | Q4 2021 | 7 |
Starfire Investment Advisers, Inc. | 7 | 7 | 0.62% | 0.84% | 0.96% | Q4 2018 | Q2 2020 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q4 2022 | 7 |
ALESCO ADVISORS LLC | 7 | 7 | 0.04% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Twelve Points Wealth Management LLC | 7 | 7 | 0.19% | 0.29% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 6.71% | 6.84% | 6.99% | Q4 2021 | Q2 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Waypoint Capital Advisors, LLC | 6 | 6 | 1.47% | 1.89% | 3.43% | Q2 2022 | Q3 2023 | 6 |
CBIZ Investment Advisory Services, LLC | 6 | 6 | 1.18% | 4.73% | 15.99% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Madden Advisory Services, Inc. | 6 | 6 | 0.33% | 0.35% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 6 | 6 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
SUNTRUST BANKS INC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2019 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Source Financial Advisors LLC | 6 | 6 | 0.23% | 0.31% | 0.67% | Q2 2022 | Q3 2023 | 6 |
C M BIDWELL & ASSOCIATES LTD | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2022 | 6 |
Domani Wealth, LLC | 6 | 6 | 0.05% | 0.24% | 0.47% | Q1 2020 | Q2 2021 | 6 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2018 | 6 |
Aveo Capital Partners, LLC | 6 | 6 | 0.04% | 0.51% | 1.40% | Q2 2022 | Q3 2023 | 6 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 2 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 6 |
ETF Portfolio Partners, Inc. | 6 | 6 | 0.64% | 0.75% | 0.83% | Q2 2022 | Q3 2023 | 6 |
Capstone Financial Advisors, Inc. | 6 | 6 | 0.32% | 0.35% | 0.51% | Q2 2022 | Q3 2023 | 6 |
Nova R Wealth, Inc. | 6 | 6 | 1.21% | 1.87% | 2.43% | Q2 2022 | Q3 2023 | 6 |
Lehman & Derafelo Financial Resources LLC | 5 | 5 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q4 2022 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Miracle Mile Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Cetera Investment Advisers | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.23% | 0.24% | 0.26% | Q4 2022 | Q4 2023 | 5 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 5 |
Fi3 FINANCIAL ADVISORS, LLC | 5 | 5 | 0.17% | 0.23% | 0.29% | Q1 2021 | Q1 2022 | 5 |
Savant Capital, LLC | 5 | 5 | 0.01% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Flower City Capital | 5 | 5 | 18.99% | 24.82% | 30.06% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.60% | 0.66% | 0.78% | Q1 2015 | Q1 2016 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 1.15% | 1.29% | 1.41% | Q3 2022 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.38% | 1.13% | 1.85% | Q4 2022 | Q4 2023 | 5 |
INVESTMENT PARTNERS, LTD. | 5 | 5 | 0.15% | 0.16% | 0.17% | Q1 2020 | Q1 2021 | 5 |
ASPIRIANT, LLC | 3 | 2 | 0.02% | 0.09% | 0.20% | Q1 2014 | Q3 2015 | 5 |
Narwhal Capital Management | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 5 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Berkshire Money Management, Inc. | 5 | 5 | 0.52% | 1.10% | 1.60% | Q4 2018 | Q4 2019 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.18% | 0.19% | 0.19% | Q4 2022 | Q4 2023 | 5 |
Crane Advisory, LLC | 5 | 5 | 0.18% | 0.30% | 0.61% | Q3 2022 | Q3 2023 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Tranquility Partners, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
AdvicePeriod, LLC | 4 | 4 | 0.02% | 0.10% | 0.17% | Q3 2020 | Q2 2021 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Beacon Pointe Wealth Advisors, LLC | 4 | 4 | 0.38% | 0.39% | 0.40% | Q1 2019 | Q4 2019 | 4 |
Eudaimonia Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q4 2021 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 4 | 4 | 0.20% | 0.27% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Goelzer Investment Management, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.02% | 0.06% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Jefferies Group LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q1 2015 | Q2 2020 | 4 |
Venture Visionary Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q1 2020 | 4 |
Clarius Group, LLC | 4 | 4 | 0.06% | 0.12% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.37% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Keystone Financial Group | 2 | 2 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 10.30% | 10.86% | 11.88% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Hardy Reed LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 0.30% | 0.37% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 4 |
American Investment Services, Inc. | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
TLWM | 4 | 4 | 0.10% | 0.17% | 0.37% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q1 2023 | 4 |
Beaumont Asset Management, L.L.C. | 3 | 1 | 0.16% | 0.33% | 0.40% | Q1 2022 | Q2 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.16% | 0.24% | 0.33% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
HBK Sorce Advisory LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NORTHSTAR INVESTMENT ADVISORS LLC | 3 | 3 | 2.95% | 3.42% | 3.90% | Q4 2020 | Q2 2021 | 3 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.06% | 0.09% | 0.13% | Q2 2019 | Q4 2019 | 3 |
SigFig Wealth Management, LLC | 3 | 3 | 0.99% | 1.21% | 1.58% | Q1 2023 | Q3 2023 | 3 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2022 | 3 |
FULTON BANK, N.A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 3 |
Private Ocean, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Highland Financial Advisors, LLC | 3 | 3 | 0.16% | 0.28% | 0.41% | Q2 2022 | Q4 2022 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Sabal Trust CO | 3 | 3 | 1.20% | 1.24% | 1.28% | Q3 2020 | Q1 2021 | 3 |
Corient Private Wealth LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
SII INVESTMENTS INC/WI | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 3 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital Investment Advisory Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Litman Gregory Wealth Management LLC | 2 | 1 | 1.44% | 1.72% | 1.91% | Q4 2022 | Q3 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.32% | 0.35% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Nadler Financial Group, Inc. | 3 | 3 | 0.03% | 0.13% | 0.21% | Q1 2023 | Q3 2023 | 3 |
CMH Wealth Management LLC | 2 | 2 | 0.92% | 0.92% | 0.92% | Q2 2023 | Q3 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
CHOREO, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.04% | 0.14% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Empirical Finance, LLC | 2 | 2 | 0.08% | 0.12% | 0.15% | Q1 2020 | Q2 2020 | 2 |
ANCHOR CAPITAL ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Atria Investments, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Kozak & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.34% | 1.35% | 1.36% | Q2 2023 | Q3 2023 | 2 |
55I, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Faithward Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Secure Asset Management, LLC | 2 | 2 | 0.94% | 0.94% | 0.94% | Q4 2022 | Q1 2023 | 2 |
PGIM Custom Harvest LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.73% | 0.74% | 0.75% | Q2 2023 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2022 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Red Tortoise LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2020 | Q4 2020 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IBERIABANK CORP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2012 | Q4 2012 | 1 |
Vigilare Wealth Management | 1 | 1 | 3.61% | 3.61% | 3.61% | Q4 2023 | Q4 2023 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 9.66% | 9.66% | 9.66% | Q3 2022 | Q3 2022 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
F3Logic, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Morton Capital Management LLC/CA | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
McLean Asset Management Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q4 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own VANGUARD SCOTTSDALE FDS or have owned VANGUARD SCOTTSDALE FDS in the past.