Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Veritable, L.P. | 43 | 43 | 0.06% | 0.07% | 0.08% | Q4 2012 | Q2 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WADE G W & INC | 42 | 42 | 0.06% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.09% | 1.73% | 7.94% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 34 | 7 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 28 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 38 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.49% | 0.60% | 0.69% | Q4 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 29 | 7 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 25 | 11 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q3 2023 | 36 |
CUTLER INVESTMENT COUNSEL LLC | 24 | 12 | 0.07% | 0.29% | 0.57% | Q2 2014 | Q3 2023 | 36 |
Tortoise Investment Management, LLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Cetera Advisor Networks LLC | 21 | 6 | 0.01% | 0.03% | 0.14% | Q3 2014 | Q3 2023 | 34 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 33 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
Willis Investment Counsel | 18 | 5 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q3 2023 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.15% | 0.47% | 1.19% | Q2 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28 | 28 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q4 2020 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.01% | 0.19% | 0.66% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
LCNB CORP | 21 | 6 | 0.52% | 0.81% | 1.15% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2020 | 27 |
REGIONS FINANCIAL CORP | 14 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
US BANCORP \DE\ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2022 | 26 |
Cetera Advisors LLC | 16 | 10 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 26 |
TOMPKINS FINANCIAL CORP | 15 | 10 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2023 | 25 |
Financial Architects, Inc | 18 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2020 | 25 |
Steward Partners Investment Advisory, LLC | 25 | 25 | 0.00% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Creative Planning | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
Anchor Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Gradient Capital Advisors, LLC | 24 | 24 | 0.19% | 0.29% | 0.56% | Q4 2017 | Q3 2023 | 24 |
TRUST CO OF VIRGINIA /VA | 15 | 9 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2019 | 24 |
Kendall Capital Management | 24 | 24 | 0.20% | 0.85% | 1.49% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Belpointe Asset Management LLC | 18 | 6 | 0.02% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Ballentine Partners, LLC | 17 | 7 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
COBIZ WEALTH, LLC | 22 | 22 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2018 | 22 |
Certified Advisory Corp | 11 | 11 | 0.03% | 0.33% | 0.74% | Q4 2017 | Q3 2023 | 22 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.11% | 0.13% | 0.20% | Q2 2017 | Q3 2023 | 22 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 1 | 0.04% | 0.13% | 0.24% | Q4 2016 | Q3 2022 | 22 |
Advisory Services Network, LLC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 22 |
JNBA Financial Advisors | 18 | 1 | 0.00% | 0.00% | 0.05% | Q3 2014 | Q1 2021 | 21 |
First Allied Advisory Services, Inc. | 12 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2020 | 21 |
Evercore Wealth Management, LLC | 21 | 21 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Baird Financial Group, Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.03% | 0.09% | Q4 2017 | Q3 2022 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Sigma Planning Corp | 11 | 9 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 20 |
CITIGROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.15% | 0.29% | 0.43% | Q1 2019 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
TRUE Private Wealth Advisors | 16 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 18 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BOK Financial Private Wealth, Inc. | 10 | 2 | 0.00% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 12 | 5 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 17 |
Connecticut Wealth Management, LLC | 10 | 7 | 1.16% | 3.11% | 5.01% | Q2 2019 | Q3 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 10 | 7 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q2 2022 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.14% | 0.24% | 0.52% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2017 | 17 |
MML INVESTORS SERVICES, LLC | 8 | 1 | 0.00% | 0.04% | 0.63% | Q1 2017 | Q3 2023 | 17 |
Hotaling Investment Management, LLC | 17 | 17 | 0.13% | 0.16% | 0.20% | Q4 2018 | Q4 2022 | 17 |
Windsor Financial Group, LLC | 17 | 17 | 0.14% | 0.18% | 0.21% | Q2 2013 | Q2 2017 | 17 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
BENEDICT FINANCIAL ADVISORS INC | 16 | 16 | 0.10% | 0.14% | 0.20% | Q4 2014 | Q3 2018 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Jacobi Capital Management LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 0.15% | 0.29% | 0.83% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 13 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 15 |
Rehmann Capital Advisory Group | 13 | 1 | 0.02% | 0.13% | 0.81% | Q3 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BlackRock Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
IAG Wealth Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Homrich & Berg | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2021 | 14 |
MSI Financial Services Inc | 8 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 14 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q4 2021 | 14 |
Laurel Wealth Advisors, Inc. | 9 | 5 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2022 | 14 |
Capital Advisory Group Advisory Services, LLC | 14 | 14 | 0.36% | 0.88% | 1.56% | Q2 2020 | Q3 2023 | 14 |
Sunbelt Securities, Inc. | 11 | 1 | 0.02% | 0.24% | 0.44% | Q4 2016 | Q3 2023 | 13 |
TRADITION CAPITAL MANAGEMENT LLC | 13 | 13 | 0.13% | 0.16% | 0.21% | Q1 2016 | Q1 2019 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 13 |
LVZ, Inc. | 13 | 13 | 0.08% | 0.29% | 0.92% | Q1 2015 | Q1 2018 | 13 |
Aurora Private Wealth, Inc. | 8 | 5 | 0.12% | 0.21% | 0.38% | Q1 2020 | Q2 2023 | 13 |
AlphaMark Advisors, LLC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.09% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.09% | 0.31% | 0.47% | Q2 2013 | Q2 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
BINGHAM OSBORN & SCARBOROUGH LLC | 9 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2021 | 13 |
COMERICA BANK | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 13 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2015 | 12 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12 | 12 | 0.01% | 0.16% | 0.23% | Q4 2015 | Q3 2018 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 12 |
V Wealth Advisors LLC | 11 | 1 | 0.06% | 0.07% | 0.12% | Q2 2020 | Q2 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SHINE INVESTMENT ADVISORY SERVICES INC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2020 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 9 | 3 | 0.04% | 0.08% | 0.09% | Q4 2018 | Q4 2021 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Crestone Asset Management LLC | 8 | 4 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 4 | 0.01% | 0.07% | 0.20% | Q3 2020 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 6 | 5 | 0.01% | 0.09% | 0.27% | Q3 2020 | Q3 2023 | 11 |
Summit Financial Wealth Advisors, LLC | 11 | 11 | 0.07% | 0.12% | 0.16% | Q4 2015 | Q2 2018 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
Allworth Financial LP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 7 | 4 | 0.02% | 0.07% | 0.15% | Q3 2020 | Q2 2023 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.18% | 0.41% | 0.78% | Q4 2017 | Q2 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
1834 INVESTMENT ADVISORS CO | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 1 | 0.02% | 0.20% | 0.36% | Q4 2018 | Q3 2022 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Qube Research & Technologies Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
DUBUQUE BANK & TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2018 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
FINANCIAL COUNSELORS INC | 6 | 1 | 0.01% | 0.06% | 0.10% | Q1 2015 | Q3 2019 | 9 |
Cordasco Financial Network | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 9 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.62% | 0.80% | 0.92% | Q4 2021 | Q4 2023 | 9 |
REGENTATLANTIC CAPITAL LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q3 2022 | 9 |
626 Financial, LLC | 8 | 1 | 12.45% | 13.10% | 14.64% | Q1 2021 | Q3 2023 | 9 |
Waldron Private Wealth LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.23% | 0.32% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Addison Advisors LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
Brinker Capital Investments, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.30% | 0.32% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Horrell Capital Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q2 2022 | 8 |
Independent Advisor Alliance | 7 | 1 | 0.00% | 0.30% | 0.79% | Q1 2017 | Q4 2019 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 0.06% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
FRANKLIN RESOURCES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 11.03% | 12.71% | 13.95% | Q4 2021 | Q3 2023 | 8 |
GLENMEDE TRUST CO NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avant Capital LLC | 8 | 8 | 1.68% | 1.82% | 2.01% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
VERUS CAPITAL PARTNERS, LLC | 6 | 2 | 0.03% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 8 |
Allegheny Financial Group LTD | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 4.78% | 4.96% | 5.15% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q4 2015 | 7 |
Windsor Wealth Management, Inc. | 4 | 3 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q2 2023 | 7 |
Compass Ion Advisors, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.27% | 0.77% | 0.95% | Q1 2022 | Q3 2023 | 7 |
Ruggie Capital Group | 6 | 1 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q2 2018 | 7 |
PARK AVENUE SECURITIES LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Arrow Investment Advisors, LLC | 4 | 3 | 3.65% | 4.41% | 5.13% | Q3 2014 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Accel Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 5 | 1 | 0.00% | 0.05% | 0.25% | Q3 2018 | Q4 2021 | 7 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2022 | 7 |
Dorsey Wright & Associates | 4 | 1 | 0.68% | 2.36% | 4.42% | Q2 2014 | Q4 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 0.26% | 0.53% | 0.73% | Q2 2022 | Q3 2023 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 0.16% | 0.18% | 0.21% | Q4 2021 | Q1 2023 | 6 |
Barnett & Company, Inc. | 6 | 6 | 0.03% | 0.04% | 0.07% | Q3 2016 | Q4 2017 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 6 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
AdvisorNet Financial, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 6 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 6 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2016 | 6 |
Beacon Pointe Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
55I, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2022 | 6 |
Private Advisory Group LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.98% | 1.77% | 3.32% | Q3 2022 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2020 | 5 |
NORTH STAR ASSET MANAGEMENT INC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Weaver Consulting Group | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Truadvice, LLC | 4 | 1 | 0.06% | 0.59% | 1.48% | Q3 2020 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.08% | Q2 2015 | Q1 2017 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q4 2016 | 5 |
Heritage Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
CERTUITY, LLC | 5 | 5 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q4 2021 | 5 |
Intersect Capital LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q4 2018 | Q4 2019 | 5 |
PITTENGER & ANDERSON INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Tillar-Wenstrup Advisors, LLC | 5 | 5 | 4.20% | 5.76% | 6.80% | Q2 2014 | Q2 2015 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 5 | 0.03% | 0.09% | 0.12% | Q3 2016 | Q3 2017 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
StrategIQ Financial Group, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q2 2017 | 5 |
Arvest Bank Trust Division | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
JD Financial Services Inc. | 4 | 4 | 2.02% | 3.47% | 4.14% | Q1 2021 | Q4 2021 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 4.82% | 5.40% | 6.96% | Q4 2022 | Q3 2023 | 4 |
Claro Advisors LLC | 4 | 4 | 0.18% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 7.01% | 9.59% | 12.16% | Q4 2022 | Q3 2023 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q4 2015 | 4 |
ETRADE Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 4 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.63% | 0.85% | 1.12% | Q4 2022 | Q3 2023 | 4 |
CVA Family Office, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2021 | 4 |
Brown Miller Wealth Management, LLC | 4 | 4 | 0.18% | 0.21% | 0.23% | Q1 2022 | Q4 2022 | 4 |
Elk River Wealth Management, LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
S.C. Financial Services, Inc. | 4 | 4 | 0.42% | 0.84% | 1.02% | Q1 2022 | Q4 2022 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.72% | 0.82% | 0.94% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 1.13% | 1.19% | 1.25% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.54% | 0.73% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Alta Wealth Advisors LLC | 4 | 4 | 0.30% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.19% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Essential Planning, LLC. | 4 | 4 | 0.18% | 0.27% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.31% | 2.54% | 3.95% | Q4 2022 | Q3 2023 | 4 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.30% | 0.37% | 0.44% | Q4 2014 | Q3 2015 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
NWAM LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2012 | Q4 2012 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2014 | Q1 2015 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Blue Barn Wealth, LLC | 3 | 3 | 0.18% | 0.21% | 0.24% | Q2 2021 | Q4 2021 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2018 | Q3 2018 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.32% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 3 |
Smart Money Group LLC | 3 | 3 | 2.91% | 3.78% | 5.05% | Q1 2020 | Q3 2020 | 3 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.11% | 0.13% | 0.15% | Q3 2019 | Q2 2020 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Waverton Investment Management Ltd | 2 | 1 | 0.06% | 0.35% | 0.62% | Q4 2015 | Q3 2016 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.03% | 0.09% | 0.16% | Q4 2017 | Q2 2018 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.51% | 0.57% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Atria Investments, Inc | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2012 | Q2 2013 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.04% | 0.06% | 0.06% | Q3 2019 | Q2 2020 | 3 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.26% | 0.28% | 0.29% | Q2 2022 | Q3 2022 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LIBRA WEALTH LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
American Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.71% | 0.76% | 0.82% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
First Heartland Consultants, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2020 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q4 2022 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.57% | 0.59% | 0.61% | Q4 2022 | Q3 2023 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2016 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2016 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Revisor Wealth Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WASHINGTON CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Activest Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q2 2013 | Q2 2013 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2022 | Q4 2022 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MOTCO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valentine Capital Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Tranquility Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.