Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 40 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Citadel Advisors | 19 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 2 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 36 |
AMERIPRISE FINANCIAL INC | 30 | 6 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 36 |
DUNCKER STREETT & CO INC | 20 | 16 | 0.00% | 0.04% | 0.13% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Creative Planning | 28 | 1 | 0.00% | 0.01% | 0.09% | Q3 2014 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.50% | 0.91% | 2.06% | Q4 2015 | Q4 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 31 | 1 | 0.01% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 32 |
GOLDMAN SACHS GROUP INC | 27 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 17 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 30 |
KEYBANK NATIONAL ASSOCIATION/OH | 30 | 30 | 0.02% | 0.06% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Choate Investment Advisors | 13 | 3 | 0.00% | 0.45% | 2.18% | Q1 2015 | Q3 2023 | 29 |
Gradient Investments LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 28 |
CITIGROUP INC | 19 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.07% | 0.34% | 1.41% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 11 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 28 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Betterment LLC | 17 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Compagnie Lombard Odier SCmA | 27 | 27 | 0.00% | 0.70% | 2.48% | Q4 2015 | Q2 2022 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 26 |
FMR LLC | 20 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
Janney Montgomery Scott LLC | 19 | 2 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 25 |
Parallel Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 25 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2020 | 25 |
STIFEL FINANCIAL CORP | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Simplicity Solutions, LLC | 16 | 1 | 0.02% | 0.37% | 1.58% | Q4 2014 | Q2 2023 | 24 |
Belpointe Asset Management LLC | 23 | 23 | 0.03% | 0.17% | 0.66% | Q3 2017 | Q1 2023 | 23 |
Cambria Investment Management, L.P. | 22 | 22 | 0.13% | 0.38% | 0.90% | Q2 2018 | Q3 2023 | 22 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 11 | 1 | 0.01% | 0.05% | 0.18% | Q2 2014 | Q4 2021 | 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 1 | 0.00% | 0.15% | 0.37% | Q2 2014 | Q3 2021 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q4 2019 | 22 |
Affiance Financial, LLC | 22 | 22 | 0.19% | 0.27% | 0.39% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 15 | 6 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 21 |
JPMORGAN CHASE & CO | 18 | 3 | 0.00% | 0.01% | 0.10% | Q2 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q2 2023 | 20 |
TRUIST FINANCIAL CORP | 13 | 7 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 20 |
Manning & Napier Group, LLC | 20 | 20 | 0.05% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.15% | 0.51% | 0.99% | Q4 2018 | Q3 2023 | 20 |
Checchi Capital Advisers, LLC | 17 | 2 | 0.00% | 1.01% | 2.28% | Q1 2016 | Q3 2023 | 19 |
BlackRock Inc. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 19 |
FIFTH THIRD BANCORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
RHS Financial, LLC | 19 | 19 | 0.41% | 2.34% | 5.91% | Q1 2019 | Q3 2023 | 19 |
Morningstar Investment Management LLC | 18 | 18 | 0.86% | 5.00% | 8.44% | Q2 2019 | Q3 2023 | 18 |
FIRST NATIONAL TRUST CO | 18 | 18 | 0.07% | 0.14% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Snowden Capital Advisors LLC | 9 | 8 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 17 |
Cardan Capital Partners, LLC | 12 | 5 | 0.56% | 1.93% | 4.78% | Q4 2015 | Q3 2021 | 17 |
ASSETMARK, INC | 16 | 1 | 0.06% | 0.17% | 0.33% | Q2 2019 | Q3 2023 | 17 |
DEUTSCHE BANK AG\ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 17 |
Aspire Private Capital, LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 17 |
NWAM LLC | 10 | 1 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q1 2023 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 17 |
BANK OF MONTREAL /CAN/ | 13 | 1 | 0.00% | 0.03% | 0.14% | Q4 2015 | Q3 2023 | 17 |
GenWealth Group, Inc. | 14 | 3 | 0.13% | 3.58% | 5.03% | Q3 2018 | Q3 2023 | 17 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.10% | 0.39% | 0.69% | Q4 2019 | Q3 2023 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.06% | 0.45% | 1.60% | Q1 2015 | Q1 2019 | 16 |
Global Retirement Partners, LLC | 9 | 7 | 0.00% | 0.02% | 0.14% | Q3 2019 | Q3 2023 | 16 |
PARK NATIONAL CORP /OH/ | 16 | 16 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2017 | 16 |
IndexIQ Advisors LLC | 12 | 1 | 0.00% | 0.09% | 1.03% | Q4 2016 | Q1 2022 | 16 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 16 | 16 | 2.07% | 2.80% | 3.51% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
WealthShield Partners, LLC | 12 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2016 | 15 |
American Portfolios Advisors | 14 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 15 |
Bank of New York Mellon Corp | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q4 2021 | 14 |
NOTTINGHAM ADVISORS, INC. | 14 | 14 | 0.06% | 0.30% | 0.93% | Q2 2020 | Q3 2023 | 14 |
CIBC WORLD MARKET INC. | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 14 |
Community Bank, N.A. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 14 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.08% | 0.14% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 13 | 13 | 0.60% | 2.83% | 4.22% | Q3 2020 | Q3 2023 | 13 |
Wealthcare Advisory Partners LLC | 12 | 1 | 0.00% | 0.06% | 0.15% | Q4 2017 | Q1 2021 | 13 |
Landmark Financial Advisors, LLC | 13 | 13 | 0.35% | 8.09% | 12.19% | Q4 2015 | Q4 2018 | 13 |
Baird Financial Group, Inc. | 8 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
Hilton Capital Management, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Parkside Financial Bank & Trust | 13 | 13 | 0.26% | 0.31% | 0.54% | Q4 2015 | Q4 2018 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Fortis Advisors, LLC | 12 | 12 | 0.06% | 0.07% | 0.14% | Q3 2017 | Q2 2020 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.28% | 0.34% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.29% | 1.12% | 3.20% | Q4 2020 | Q3 2023 | 12 |
Violich Capital Management, Inc. | 10 | 2 | 0.05% | 0.75% | 3.31% | Q2 2013 | Q3 2022 | 12 |
FINANCIAL LIFE ADVISORS | 11 | 1 | 0.10% | 0.60% | 1.52% | Q3 2018 | Q3 2023 | 12 |
Lloyd Advisory Services, LLC. | 11 | 1 | 0.06% | 0.20% | 0.96% | Q4 2019 | Q4 2022 | 12 |
BLUESTEM FINANCIAL ADVISORS, LLC | 12 | 12 | 0.16% | 0.24% | 0.40% | Q4 2019 | Q3 2022 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.21% | 0.47% | 1.10% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Advisors, LLC | 11 | 1 | 0.04% | 0.15% | 0.36% | Q3 2020 | Q3 2023 | 12 |
CATALYST PRIVATE WEALTH, LLC | 11 | 11 | 0.48% | 1.15% | 1.84% | Q2 2021 | Q4 2023 | 11 |
Beta Wealth Group, Inc. | 11 | 11 | 0.65% | 0.85% | 1.21% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 11 |
American Financial Advisors, LLC | 11 | 11 | 0.04% | 0.51% | 2.25% | Q3 2019 | Q1 2022 | 11 |
Running Point Capital Advisors, LLC | 11 | 11 | 0.02% | 0.16% | 0.24% | Q1 2021 | Q3 2023 | 11 |
PFG Advisors | 11 | 11 | 0.03% | 0.06% | 0.12% | Q4 2020 | Q2 2023 | 11 |
Sound Income Strategies, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 11 |
MATHER GROUP, LLC. | 11 | 11 | 0.14% | 1.43% | 2.19% | Q1 2021 | Q3 2023 | 11 |
Providence First Trust Co | 11 | 11 | 1.25% | 2.00% | 2.49% | Q2 2017 | Q4 2019 | 11 |
First Horizon Advisors, Inc. | 7 | 1 | 0.00% | 0.04% | 0.17% | Q4 2017 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Human Investing LLC | 10 | 1 | 0.00% | 0.07% | 0.16% | Q2 2019 | Q1 2022 | 11 |
Willis Johnson & Associates, Inc. | 11 | 11 | 0.09% | 0.14% | 0.17% | Q1 2021 | Q3 2023 | 11 |
REGIONS FINANCIAL CORP | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 8 | 2 | 0.12% | 0.17% | 0.27% | Q2 2020 | Q2 2023 | 10 |
Clear Creek Financial Management, LLC | 10 | 10 | 0.54% | 0.77% | 1.33% | Q2 2021 | Q3 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2023 | 10 |
JANUS HENDERSON GROUP PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Geneos Wealth Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Barry Investment Advisors, LLC | 9 | 9 | 0.36% | 0.76% | 1.37% | Q2 2020 | Q2 2022 | 9 |
First National Bank of South Miami | 9 | 9 | 0.04% | 0.07% | 0.14% | Q2 2021 | Q2 2023 | 9 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 6 | 3 | 0.07% | 0.88% | 1.62% | Q3 2020 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.05% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Quadratic Capital Management LLC | 9 | 9 | 0.15% | 5.12% | 10.09% | Q3 2021 | Q3 2023 | 9 |
IHT Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.00% | 0.97% | 1.97% | Q4 2016 | Q4 2018 | 9 |
CWA Asset Management Group, LLC | 5 | 1 | 0.03% | 0.12% | 0.36% | Q2 2016 | Q3 2020 | 9 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 9 | 9 | 0.05% | 0.26% | 0.45% | Q3 2021 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Clear Harbor Asset Management, LLC | 9 | 9 | 0.01% | 0.07% | 0.11% | Q1 2021 | Q1 2023 | 9 |
Cetera Investment Advisers | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.01% | 0.02% | 0.09% | Q2 2018 | Q1 2022 | 9 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 9 |
CWM, LLC | 6 | 1 | 0.00% | 0.01% | 0.12% | Q2 2016 | Q3 2023 | 9 |
Jacobi Capital Management LLC | 5 | 4 | 0.02% | 0.07% | 0.17% | Q4 2018 | Q3 2021 | 9 |
First Ascent Asset Management, LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Empowered Funds, LLC | 9 | 9 | 0.09% | 0.66% | 3.53% | Q3 2021 | Q3 2023 | 9 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Independence Bank of Kentucky | 6 | 2 | 0.19% | 0.48% | 1.03% | Q2 2020 | Q3 2023 | 8 |
Orcam Financial Group | 8 | 8 | 0.94% | 1.65% | 2.06% | Q4 2021 | Q3 2023 | 8 |
Sage Advisory Services, Ltd.Co. | 8 | 8 | 0.05% | 0.11% | 0.22% | Q1 2017 | Q4 2018 | 8 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
Ellis Investment Partners, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Regis Management CO LLC | 8 | 8 | 0.05% | 0.75% | 1.05% | Q2 2016 | Q1 2018 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.53% | 0.66% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 1.94% | 3.59% | 4.83% | Q3 2021 | Q3 2023 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 1.54% | 6.23% | 13.60% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.04% | 0.22% | 0.71% | Q1 2019 | Q4 2022 | 8 |
Secure Asset Management, LLC | 8 | 8 | 0.17% | 0.22% | 0.27% | Q1 2020 | Q4 2021 | 8 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 5 | 1 | 0.07% | 0.60% | 3.27% | Q1 2021 | Q3 2023 | 8 |
ATLAS CAPITAL ADVISORS LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2021 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.17% | 0.54% | Q4 2021 | Q3 2023 | 8 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Nan Shan Life Insurance Co., Ltd. | 8 | 8 | 3.02% | 4.48% | 5.15% | Q4 2021 | Q3 2023 | 8 |
TPB WEALTH ADVISORS | 8 | 8 | 0.82% | 2.09% | 4.30% | Q4 2020 | Q3 2022 | 8 |
Zhang Financial LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q2 2022 | 8 |
FIDUCIARY TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Aspire Wealth Management Corp | 7 | 7 | 0.08% | 0.17% | 0.26% | Q4 2021 | Q2 2023 | 7 |
Archer Investment Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
HighTower Advisors, LLC | 5 | 2 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 7 |
HSBC HOLDINGS PLC | 3 | 2 | 0.04% | 0.16% | 0.45% | Q3 2018 | Q1 2021 | 7 |
Spearhead Capital Advisors, LLC | 7 | 7 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q2 2022 | 7 |
FDx Advisors, Inc. | 6 | 1 | 0.02% | 0.53% | 0.89% | Q1 2016 | Q3 2020 | 7 |
Cardinal Strategic Wealth Guidance | 7 | 7 | 0.02% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 7 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.28% | 3.39% | 8.50% | Q2 2017 | Q2 2022 | 7 |
SkyOak Wealth, LLC | 7 | 7 | 0.10% | 0.11% | 0.13% | Q2 2020 | Q4 2021 | 7 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 1 | 0.01% | 1.02% | 3.56% | Q3 2020 | Q2 2023 | 7 |
Atria Investments, Inc | 3 | 1 | 0.01% | 0.13% | 0.28% | Q1 2016 | Q1 2020 | 7 |
Foundations Investment Advisors, LLC | 3 | 2 | 0.01% | 0.90% | 3.26% | Q2 2020 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.05% | 0.20% | Q4 2020 | Q4 2022 | 7 |
Forum Financial Management, LP | 5 | 2 | 0.01% | 6.64% | 12.36% | Q4 2021 | Q3 2023 | 7 |
Strategic Financial Services, Inc, | 5 | 2 | 0.03% | 0.52% | 1.78% | Q4 2019 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 7 |
Capital Investment Advisory Services, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
CEDAR CAPITAL, LLC | 4 | 1 | 0.10% | 2.02% | 4.88% | Q3 2019 | Q3 2021 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Capital Advisory Group Advisory Services, LLC | 5 | 2 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q2 2022 | 7 |
Greenline Partners, LLC | 5 | 2 | 0.02% | 0.19% | 0.58% | Q1 2020 | Q1 2023 | 7 |
Cerity Partners LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Sand Hill Global Advisors, LLC | 6 | 6 | 2.01% | 2.92% | 3.66% | Q2 2022 | Q3 2023 | 6 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.11% | 0.53% | Q3 2021 | Q3 2023 | 6 |
Integrated Investment Consultants, LLC | 6 | 6 | 0.08% | 0.25% | 0.98% | Q1 2021 | Q2 2022 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.01% | 0.07% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Marcum Wealth, LLC | 6 | 6 | 0.04% | 0.23% | 0.51% | Q2 2022 | Q3 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 1 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q3 2019 | 6 |
Fort Point Capital Partners LLC | 6 | 6 | 0.06% | 0.17% | 0.45% | Q2 2022 | Q3 2023 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q2 2023 | 6 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2021 | 6 |
Blue Chip Partners, LLC | 6 | 6 | 0.01% | 0.83% | 1.85% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Stone Asset Management Inc. | 6 | 6 | 0.13% | 0.65% | 1.05% | Q4 2021 | Q1 2023 | 6 |
SeaBridge Investment Advisors LLC | 6 | 6 | 0.06% | 0.91% | 1.62% | Q2 2022 | Q3 2023 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
STEPHENS INC /AR/ | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
LINCOLN NATIONAL CORP | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
BHF RG Capital Inc. | 5 | 1 | 0.28% | 0.75% | 1.73% | Q4 2019 | Q2 2021 | 6 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.59% | 0.70% | 1.08% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 6 |
Perigon Wealth Management, LLC | 5 | 1 | 0.04% | 0.07% | 0.08% | Q3 2011 | Q3 2023 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.16% | 2.34% | 3.29% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Visionary Asset Management, Inc. | 5 | 1 | 0.09% | 0.41% | 1.76% | Q3 2014 | Q4 2018 | 6 |
Kingsview Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 6 |
Firestone Capital Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
NewEdge Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2020 | 6 |
Pinnacle Bancorp, Inc. | 5 | 1 | 0.06% | 0.07% | 0.09% | Q1 2017 | Q4 2019 | 6 |
Stratos Wealth Partners, LTD. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2022 | 6 |
Fisher Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
GOULD ASSET MANAGEMENT LLC /CA/ | 5 | 5 | 0.18% | 0.41% | 1.23% | Q3 2022 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.01% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AlphaStar Capital Management, LLC | 4 | 1 | 0.21% | 0.79% | 2.75% | Q4 2017 | Q3 2023 | 5 |
Cordatus Wealth Management LLC | 3 | 1 | 0.70% | 0.95% | 1.18% | Q1 2019 | Q3 2020 | 5 |
Cypress Capital, LLC | 5 | 5 | 2.82% | 3.85% | 4.83% | Q4 2018 | Q4 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 1.61% | 2.61% | 3.68% | Q1 2015 | Q1 2016 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 5 | 1.69% | 2.13% | 2.36% | Q3 2022 | Q3 2023 | 5 |
LexAurum Advisors, LLC | 5 | 5 | 0.21% | 0.25% | 0.30% | Q3 2022 | Q3 2023 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 2 | 0.01% | 0.07% | 0.18% | Q1 2022 | Q3 2023 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2020 | 5 |
Alpha Cubed Investments, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2015 | Q3 2016 | 5 |
COMMERCE BANK | 5 | 5 | 0.01% | 0.12% | 0.18% | Q3 2022 | Q3 2023 | 5 |
ALPS ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Berkeley Capital Partners, LLC | 2 | 1 | 0.53% | 0.60% | 0.64% | Q2 2016 | Q2 2018 | 5 |
Simplicity Wealth,LLC | 5 | 5 | 1.01% | 1.19% | 1.38% | Q3 2022 | Q3 2023 | 5 |
COMERICA BANK | 2 | 1 | 0.01% | 0.09% | 0.34% | Q2 2019 | Q3 2023 | 5 |
One Day In July LLC | 5 | 5 | 0.07% | 0.53% | 0.67% | Q3 2022 | Q3 2023 | 5 |
VANGUARD GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 5 |
Intelligence Driven Advisers, LLC | 4 | 1 | 0.39% | 0.56% | 0.73% | Q2 2021 | Q3 2022 | 5 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2020 | 5 |
Advisory Alpha, LLC | 5 | 5 | 0.82% | 1.16% | 1.41% | Q3 2022 | Q3 2023 | 5 |
GeoWealth Management, LLC | 3 | 1 | 0.01% | 0.19% | 0.57% | Q3 2020 | Q2 2023 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.00% | 0.05% | 0.07% | Q4 2015 | Q4 2016 | 5 |
NATIONAL BANK OF CANADA /FI/ | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
American Trust | 5 | 5 | 0.41% | 0.67% | 1.32% | Q4 2021 | Q4 2022 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
KCS Wealth Advisory | 5 | 5 | 0.15% | 0.24% | 0.45% | Q2 2021 | Q2 2022 | 5 |
Hamilton Wealth, LLC | 5 | 5 | 0.19% | 4.99% | 8.20% | Q3 2022 | Q3 2023 | 5 |
W.G. Shaheen & Associates DBA Whitney & Co | 5 | 5 | 0.12% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.23% | 0.26% | 0.35% | Q4 2022 | Q4 2023 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
HAYS ADVISORY LLC | 4 | 4 | 4.79% | 7.04% | 9.06% | Q4 2017 | Q3 2018 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Headlands Technologies LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 4 | 4 | 0.35% | 1.18% | 1.66% | Q3 2022 | Q2 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.12% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Summit Wealth Group, LLC | 4 | 4 | 0.14% | 0.40% | 0.78% | Q4 2022 | Q3 2023 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 4 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q3 2018 | 4 |
Avondale Wealth Management | 4 | 4 | 0.00% | 2.34% | 3.89% | Q4 2022 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 3 | 1 | 0.00% | 1.23% | 2.14% | Q3 2021 | Q3 2023 | 4 |
INSIGHT 2811, INC. | 4 | 4 | 0.15% | 0.16% | 0.17% | Q1 2019 | Q4 2019 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Deane Retirement Strategies, Inc. | 3 | 1 | 0.01% | 2.46% | 3.39% | Q1 2016 | Q1 2017 | 4 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q4 2022 | 4 |
Executive Wealth Management, LLC | 3 | 1 | 0.02% | 0.22% | 0.41% | Q4 2018 | Q3 2020 | 4 |
Northeast Financial Group, Inc. | 4 | 4 | 0.81% | 1.11% | 1.33% | Q4 2022 | Q3 2023 | 4 |
Sargent Bickham Lagudis LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Legacy Private Trust Co. | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Smithfield Trust Co | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2016 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Bluefin Trading, LLC | 2 | 1 | 0.02% | 0.22% | 0.39% | Q2 2013 | Q2 2015 | 4 |
Tortoise Investment Management, LLC | 4 | 4 | 1.02% | 1.20% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Econ Financial Services Corp | 2 | 2 | 0.17% | 0.47% | 0.67% | Q4 2021 | Q2 2023 | 4 |
XR Securities LLC | 3 | 1 | 0.03% | 0.53% | 1.11% | Q1 2022 | Q1 2023 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.03% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Act Two Investors LLC | 2 | 2 | 1.01% | 2.60% | 5.33% | Q1 2021 | Q3 2023 | 4 |
Manhattan West Asset Management, LLC | 4 | 4 | 0.50% | 0.96% | 1.64% | Q4 2022 | Q3 2023 | 4 |
PITCAIRN CO | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.08% | 0.51% | 0.77% | Q1 2017 | Q3 2019 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.10% | 0.39% | Q1 2016 | Q3 2022 | 4 |
CITY HOLDING CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Addison Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AXS Investments LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q1 2023 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2020 | 4 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.08% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 2.27% | 2.37% | 2.49% | Q4 2020 | Q3 2021 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q3 2019 | 4 |
Texas Capital Bank Wealth Management Services Inc | 4 | 4 | 0.03% | 0.57% | 1.16% | Q3 2020 | Q2 2021 | 4 |
Money Design Co.,Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.23% | 0.66% | Q1 2020 | Q1 2022 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 4 |
ASHFORD CAPITAL MANAGEMENT INC | 4 | 4 | 0.21% | 0.38% | 0.51% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Schoolcraft Capital LLC | 4 | 4 | 0.14% | 0.18% | 0.23% | Q1 2019 | Q4 2019 | 4 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Valmark Advisers, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.46% | 1.17% | 1.88% | Q2 2016 | Q1 2020 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Advisor Resource Council | 3 | 3 | 0.16% | 0.23% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Camelot Portfolios, LLC | 2 | 1 | 0.18% | 0.48% | 1.04% | Q1 2020 | Q4 2020 | 3 |
WESBANCO BANK INC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q2 2015 | 3 |
PFG Investments, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.01% | 0.11% | 0.23% | Q4 2022 | Q2 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 3 |
Lokken Investment Group LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Inspire Investing, LLC | 3 | 3 | 1.88% | 2.38% | 2.64% | Q2 2021 | Q4 2021 | 3 |
DRW Securities, LLC | 3 | 3 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Family Capital Trust Co | 3 | 3 | 1.05% | 1.12% | 1.22% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Wealth Management, LLC | 2 | 1 | 4.77% | 5.30% | 5.76% | Q4 2022 | Q3 2023 | 3 |
Tidal Investments LLC | 1 | 1 | 0.48% | 3.30% | 8.57% | Q3 2020 | Q1 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.04% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 3 | 3 | 0.49% | 0.61% | 0.79% | Q1 2023 | Q3 2023 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.16% | 0.18% | 0.18% | Q2 2021 | Q4 2021 | 3 |
Municipal Employees' Retirement System of Michigan | 3 | 3 | 0.24% | 0.52% | 0.70% | Q1 2023 | Q3 2023 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Inspire Advisors, LLC | 3 | 3 | 1.25% | 1.75% | 2.11% | Q2 2021 | Q4 2021 | 3 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 2 | 1 | 2.41% | 2.81% | 3.22% | Q3 2022 | Q2 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ackerman Capital Advisors, LLC | 3 | 3 | 1.34% | 1.48% | 1.61% | Q1 2023 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.69% | 2.06% | Q1 2023 | Q3 2023 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
INNEALTA CAPITAL, LLC | 3 | 3 | 1.64% | 3.54% | 4.54% | Q1 2023 | Q3 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.41% | 0.51% | 0.65% | Q1 2023 | Q3 2023 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.21% | 0.32% | 0.39% | Q1 2023 | Q3 2023 | 3 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 3 |
Ferguson Shapiro LLC | 3 | 3 | 0.21% | 5.58% | 8.58% | Q3 2021 | Q1 2022 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GIRARD PARTNERS LTD. | 3 | 3 | 1.42% | 1.48% | 1.53% | Q1 2023 | Q3 2023 | 3 |
VICUS CAPITAL | 3 | 3 | 0.38% | 0.41% | 0.44% | Q1 2023 | Q3 2023 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.02% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.57% | 1.38% | 1.82% | Q1 2023 | Q3 2023 | 3 |
CABANA LLC | 1 | 1 | 2.57% | 7.61% | 11.45% | Q2 2020 | Q2 2023 | 3 |
Fullerton Fund Management Co Ltd. | 3 | 3 | 1.91% | 2.75% | 3.28% | Q4 2017 | Q2 2018 | 3 |
Cravens & Co Advisors, LLC | 3 | 3 | 5.03% | 5.53% | 5.92% | Q1 2023 | Q3 2023 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Financial & Tax Architects, LLC | 3 | 3 | 0.14% | 0.26% | 0.41% | Q1 2021 | Q3 2021 | 3 |
JT Stratford LLC | 2 | 1 | 0.68% | 0.77% | 0.83% | Q2 2022 | Q2 2023 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q3 2016 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Laraway Financial Advisors Inc | 2 | 1 | 0.15% | 0.17% | 0.20% | Q4 2021 | Q3 2022 | 3 |
Jordan Park Group LLC | 3 | 3 | 3.01% | 3.43% | 3.80% | Q1 2023 | Q3 2023 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.08% | 0.10% | 0.11% | Q3 2019 | Q3 2021 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Knowledge Leaders Capital, LLC | 3 | 3 | 3.92% | 4.60% | 5.48% | Q1 2019 | Q3 2019 | 3 |
OneAscent Financial Services LLC | 3 | 3 | 0.13% | 0.25% | 0.40% | Q2 2022 | Q4 2022 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Tempus Wealth Planning, LLC | 3 | 3 | 0.10% | 0.20% | 0.31% | Q3 2022 | Q1 2023 | 3 |
Concert Wealth Management Inc. | 3 | 3 | 0.01% | 0.09% | 0.14% | Q1 2016 | Q3 2016 | 3 |
OPPENHEIMER & CO INC | 1 | 1 | 0.02% | 0.09% | 0.14% | Q4 2018 | Q3 2022 | 3 |
TSFG, LLC | 1 | 1 | 0.07% | 0.11% | 0.16% | Q3 2019 | Q3 2020 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 0.35% | 0.46% | 0.65% | Q1 2023 | Q3 2023 | 3 |
Highlander Capital Management, LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q2 2022 | Q4 2022 | 3 |
Farther Finance Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2019 | 2 |
Silverleafe Capital Partners, LLC | 2 | 2 | 0.46% | 0.62% | 0.78% | Q2 2020 | Q3 2020 | 2 |
Clarity Financial LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.59% | 0.63% | 0.67% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Belvedere Advisors LLC | 2 | 2 | 0.12% | 0.56% | 0.99% | Q1 2019 | Q2 2019 | 2 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q1 2020 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 1.37% | 1.39% | 1.41% | Q2 2023 | Q3 2023 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Glassman Wealth Services | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
McAdam, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 1.49% | 1.56% | 1.64% | Q2 2023 | Q3 2023 | 2 |
Private Harbour Investment Management & Counsel, LLC | 2 | 2 | 0.78% | 1.35% | 1.93% | Q2 2016 | Q3 2016 | 2 |
Auour Investments LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Kaydan Wealth Management, Inc. | 2 | 2 | 3.02% | 4.07% | 5.13% | Q2 2023 | Q3 2023 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
PECONIC PARTNERS LLC | 2 | 2 | 1.17% | 1.27% | 1.37% | Q4 2018 | Q1 2019 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.28% | 0.37% | 0.46% | Q1 2023 | Q2 2023 | 2 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2021 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.19% | 0.39% | Q2 2023 | Q3 2023 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2018 | 2 |
Carlson Capital Management | 2 | 2 | 0.06% | 0.88% | 1.71% | Q2 2021 | Q3 2021 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
EWG Elevate Inc. | 2 | 2 | 0.05% | 0.46% | 0.87% | Q3 2022 | Q4 2022 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.34% | 0.36% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Land & Buildings Investment Management | 1 | 1 | 0.74% | 0.87% | 1.00% | Q1 2022 | Q3 2022 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 2 |
SPINNAKER TRUST | 2 | 2 | 2.52% | 2.97% | 3.42% | Q2 2022 | Q3 2022 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 7.56% | 8.60% | 9.65% | Q1 2017 | Q2 2017 | 2 |
Systelligence, LLC | 1 | 1 | 1.27% | 2.00% | 2.73% | Q4 2019 | Q1 2021 | 2 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Mader & Shannon Wealth Management, Inc. | 2 | 2 | 1.82% | 1.84% | 1.86% | Q2 2020 | Q3 2020 | 2 |
Savior LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.05% | 0.10% | 0.16% | Q3 2020 | Q2 2022 | 2 |
AMG National Trust Bank | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 2 |
Risk Paradigm Group, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q2 2015 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
Wealthsimple Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.14% | 0.18% | 0.23% | Q2 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.05% | 0.10% | 0.15% | Q2 2023 | Q3 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SEARCY FINANCIAL SERVICES INC /ADV | 2 | 2 | 5.06% | 5.18% | 5.30% | Q3 2019 | Q4 2019 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 2.48% | 6.40% | 10.32% | Q3 2022 | Q4 2022 | 2 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 2 |
M&T BANK CORP | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
VOYA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Grant/GrossMendelsohn, LLC | 2 | 2 | 1.30% | 2.73% | 4.16% | Q2 2023 | Q3 2023 | 2 |
NICOLET BANKSHARES INC | 2 | 2 | 0.92% | 1.34% | 1.77% | Q2 2023 | Q3 2023 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q1 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
ANDERSON HOAGLAND & CO | 2 | 2 | 0.11% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.76% | 0.82% | 0.88% | Q2 2023 | Q3 2023 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2023 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.52% | 0.72% | 0.92% | Q4 2022 | Q1 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 0.61% | 0.69% | 0.78% | Q4 2022 | Q1 2023 | 2 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Horrell Capital Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
FIRST NATIONAL BANK OF OMAHA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
WFA of San Diego, LLC | 2 | 2 | 2.16% | 2.18% | 2.20% | Q2 2023 | Q3 2023 | 2 |
Advisor OS, LLC | 1 | 1 | 1.08% | 2.47% | 3.86% | Q3 2020 | Q4 2022 | 2 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 2 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 2 | 1.36% | 1.42% | 1.48% | Q3 2020 | Q4 2020 | 2 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ironwood Wealth Management, LLC. | 1 | 1 | 6.18% | 6.18% | 6.18% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Signify Wealth | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2016 | Q4 2016 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2020 | Q1 2020 | 1 |
DWM Financial Group, Inc. | 1 | 1 | 8.60% | 8.60% | 8.60% | Q2 2020 | Q2 2020 | 1 |
Bell Investment Advisors, Inc | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2023 | Q3 2023 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 1.76% | 1.76% | 1.76% | Q4 2022 | Q4 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 3.04% | 3.04% | 3.04% | Q3 2022 | Q3 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Truadvice, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Argent Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Harvest Portfolios Group Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Heritage Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SWMG, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2023 | Q2 2023 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Peak Asset Management, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Wealthsimple US, Ltd. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2021 | Q1 2021 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 9.78% | 9.78% | 9.78% | Q3 2020 | Q3 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2021 | Q4 2021 | 1 |
Starfox Financial Services, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independent Wealth Network Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Graves Light Lenhart Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Truepoint, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2017 | Q2 2017 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Full Sail Capital, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q3 2023 | Q3 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Simmons Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Legacy Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2021 | Q3 2021 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2022 | Q3 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Power Corp of Canada | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pacific Wealth Management | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2022 | Q4 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
McCarthy Grittinger Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2023 | Q1 2023 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
True Wealth Design, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2023 | Q3 2023 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 10.89% | 10.89% | 10.89% | Q4 2021 | Q4 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 24.96% | 24.96% | 24.96% | Q4 2022 | Q4 2022 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trellus Management Company, LLC | 1 | 1 | 2.05% | 2.05% | 2.05% | Q4 2022 | Q4 2022 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Gainplan LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
High Falls Advisors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Crestone Asset Management LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Slagle Financial, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
New World Advisors LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2021 | Q2 2021 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Family Asset Management, LLC | 1 | 1 | 5.40% | 5.40% | 5.40% | Q4 2022 | Q4 2022 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own VANGUARD SCOTTSDALE FDS or have owned VANGUARD SCOTTSDALE FDS in the past.