Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 80 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMARILLO NATIONAL BANK | 42 | 42 | 0.13% | 0.25% | 0.40% | Q2 2013 | Q3 2023 | 42 |
WADE G W & INC | 42 | 42 | 0.02% | 0.12% | 0.42% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.02% | 0.16% | 1.28% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Jaffetilchin Investment Partners, LLC | 42 | 42 | 0.79% | 1.62% | 3.23% | Q2 2013 | Q3 2023 | 42 |
McKinley Carter Wealth Services, Inc. | 42 | 42 | 0.04% | 0.81% | 4.19% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 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 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.00% | 0.06% | 0.24% | Q1 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Nadler Financial Group, Inc. | 42 | 42 | 0.08% | 2.33% | 8.68% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.06% | 2.14% | Q2 2013 | Q3 2023 | 41 |
Biondo Investment Advisors, LLC | 41 | 41 | 0.08% | 0.17% | 0.24% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 22 | 19 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 41 |
White Pine Investment CO | 41 | 41 | 0.17% | 0.70% | 0.93% | Q3 2013 | Q3 2023 | 41 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 0.17% | 1.97% | 3.86% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 40 |
CAHILL FINANCIAL ADVISORS INC | 40 | 40 | 0.27% | 1.15% | 2.39% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Garrison Asset Management, LLC | 35 | 4 | 0.52% | 0.76% | 1.20% | Q2 2013 | Q1 2023 | 39 |
FIFTH THIRD BANCORP | 28 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 6 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2023 | 38 |
ARGI Investment Services, LLC | 32 | 6 | 0.04% | 0.12% | 0.39% | Q2 2013 | Q4 2022 | 38 |
HighTower Advisors, LLC | 28 | 9 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q1 2023 | 37 |
JANE STREET GROUP, LLC | 25 | 25 | 0.00% | 0.01% | 0.09% | Q2 2014 | Q2 2020 | 37 |
AMERIPRISE FINANCIAL INC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.06% | 2.27% | 4.74% | Q4 2014 | Q4 2023 | 37 |
TRUST CO OF VERMONT | 26 | 10 | 0.02% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BLAIR WILLIAM & CO/IL | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Prospera Financial Services Inc | 23 | 6 | 0.02% | 0.06% | 0.10% | Q1 2014 | Q3 2023 | 36 |
THOMPSON SIEGEL & WALMSLEY LLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 34 |
Mengis Capital Management, Inc. | 34 | 34 | 0.04% | 0.17% | 0.39% | Q4 2014 | Q1 2023 | 34 |
Carroll Financial Associates, Inc. | 28 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 33 |
ALBION FINANCIAL GROUP /UT | 22 | 1 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 33 |
StrategIQ Financial Group, LLC | 32 | 32 | 0.06% | 0.61% | 1.45% | Q4 2015 | Q3 2023 | 32 |
Well Done, LLC | 32 | 32 | 0.36% | 0.96% | 1.87% | Q4 2015 | Q3 2023 | 32 |
GW HENSSLER & ASSOCIATES LTD | 31 | 31 | 0.04% | 0.08% | 0.22% | Q2 2014 | Q4 2021 | 31 |
Kelman-Lazarov, Inc. | 31 | 31 | 0.15% | 0.39% | 0.63% | Q1 2016 | Q3 2023 | 31 |
JNBA Financial Advisors | 20 | 4 | 0.00% | 0.06% | 0.15% | Q3 2015 | Q3 2023 | 31 |
Creative Planning | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 30 |
LGL PARTNERS, LLC | 17 | 1 | 0.03% | 0.12% | 0.38% | Q4 2015 | Q3 2023 | 30 |
HOLLENCREST CAPITAL MANAGEMENT | 29 | 29 | 0.04% | 0.08% | 0.27% | Q4 2013 | Q4 2020 | 29 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 29 |
Koshinski Asset Management, Inc. | 16 | 13 | 0.02% | 0.12% | 0.26% | Q2 2016 | Q3 2023 | 29 |
Flaharty Asset Management, LLC | 28 | 28 | 0.05% | 0.28% | 2.70% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2019 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
BANK OF MONTREAL /CAN/ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
VICUS CAPITAL | 26 | 26 | 0.18% | 0.45% | 0.74% | Q2 2013 | Q3 2019 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q4 2021 | 26 |
Ahrens Investment Partners LLC | 26 | 26 | 0.26% | 0.50% | 0.71% | Q4 2016 | Q1 2023 | 26 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.10% | 0.51% | Q4 2016 | Q3 2023 | 25 |
Cetera Advisors LLC | 8 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2020 | 25 |
SHINE INVESTMENT ADVISORY SERVICES INC | 21 | 4 | 0.26% | 0.90% | 1.64% | Q2 2014 | Q3 2020 | 25 |
Sigma Planning Corp | 24 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q1 2021 | 25 |
MAI Capital Management | 12 | 4 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q4 2020 | 25 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q2 2020 | 25 |
Allworth Financial LP | 14 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Ancora Advisors LLC | 24 | 24 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2019 | 24 |
RMB Capital Management, LLC | 24 | 24 | 0.06% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 24 |
FIRST HAWAIIAN BANK | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Chevy Chase Trust Holdings, LLC | 23 | 23 | 0.00% | 0.01% | 0.08% | Q2 2014 | Q4 2019 | 23 |
NewEdge Advisors, LLC | 19 | 4 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2018 | 23 |
Institute for Wealth Management, LLC. | 20 | 3 | 0.15% | 0.19% | 0.31% | Q2 2017 | Q3 2023 | 23 |
RAYMOND JAMES TRUST N.A. | 23 | 23 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q2 2020 | 23 |
IFP Advisors, Inc | 14 | 8 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2021 | 22 |
GOLDMAN SACHS GROUP INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2021 | 22 |
Annex Advisory Services, LLC | 22 | 22 | 0.03% | 0.24% | 0.75% | Q2 2013 | Q3 2018 | 22 |
Asset Dedication, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 17 | 5 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Evanson Asset Management, LLC | 21 | 21 | 0.10% | 0.16% | 0.32% | Q4 2013 | Q4 2018 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 8 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 19 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 21 |
BB&T SECURITIES, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2019 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.04% | 0.12% | Q4 2017 | Q3 2022 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.39% | 0.59% | 0.96% | Q4 2018 | Q3 2023 | 20 |
&PARTNERS | 20 | 20 | 0.10% | 0.28% | 0.69% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.43% | 0.75% | 0.99% | Q4 2018 | Q3 2023 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 0.59% | 1.44% | 2.50% | Q4 2018 | Q3 2023 | 20 |
SEGALL BRYANT & HAMILL, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q4 2017 | 20 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.13% | 0.35% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
JUNCTURE WEALTH STRATEGIES, LLC | 13 | 6 | 0.12% | 0.34% | 0.62% | Q1 2018 | Q4 2022 | 19 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2020 | 19 |
Ruggie Capital Group | 15 | 4 | 0.39% | 0.81% | 1.63% | Q4 2014 | Q3 2019 | 19 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 18 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2020 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.09% | 0.17% | 0.32% | Q2 2013 | Q3 2017 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 1.45% | 2.35% | 4.34% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2017 | 18 |
SOL Capital Management CO | 18 | 18 | 0.08% | 0.11% | 0.15% | Q3 2013 | Q4 2017 | 18 |
Steward Partners Investment Advisory, LLC | 16 | 2 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 18 |
SII INVESTMENTS INC/WI | 18 | 18 | 0.04% | 0.23% | 0.60% | Q2 2013 | Q3 2017 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 18 |
Concert Wealth Management Inc. | 17 | 17 | 0.13% | 0.18% | 0.26% | Q2 2013 | Q2 2017 | 17 |
North Star Investment Management Corp. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
BANK HAPOALIM BM | 17 | 17 | 0.04% | 0.08% | 0.18% | Q4 2013 | Q4 2017 | 17 |
Sand Hill Global Advisors, LLC | 12 | 5 | 0.01% | 0.07% | 0.16% | Q4 2016 | Q1 2021 | 17 |
CAPTRUST FINANCIAL ADVISORS | 14 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Lido Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2022 | 17 |
M&T BANK CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 16 |
Partnervest Advisory Services LLC | 16 | 16 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q1 2017 | 16 |
Summit Equities Inc | 16 | 16 | 0.07% | 0.12% | 0.18% | Q1 2014 | Q4 2017 | 16 |
Element Wealth, LLC | 16 | 16 | 0.18% | 0.23% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Jacobi Capital Management LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.08% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2018 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Financial Advocates Investment Management | 14 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 15 |
First Allied Advisory Services, Inc. | 12 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2019 | 15 |
TOMPKINS FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 15 |
NORTHERN TRUST CORP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 15 |
TRUIST FINANCIAL CORP | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
FineMark National Bank & Trust | 8 | 7 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q1 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
OLD DOMINION CAPITAL MANAGEMENT INC | 15 | 15 | 9.45% | 12.27% | 13.95% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 14 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q1 2020 | 14 |
GYL FINANCIAL SYNERGIES, LLC | 14 | 14 | 0.05% | 0.34% | 0.60% | Q4 2018 | Q1 2022 | 14 |
Bank of New York Mellon Corp | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2018 | 14 |
Key FInancial Inc | 12 | 2 | 0.07% | 0.12% | 0.21% | Q4 2019 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2017 | 14 |
Patriot Financial Group Insurance Agency, LLC | 8 | 6 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q2 2020 | 14 |
Roble, Belko & Company, Inc | 13 | 13 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q1 2023 | 13 |
SG Americas Securities, LLC | 7 | 6 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2018 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
WEBSTER BANK, N. A. | 13 | 13 | 0.06% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 13 |
BEACON FINANCIAL GROUP | 13 | 13 | 0.50% | 0.57% | 0.62% | Q1 2018 | Q1 2021 | 13 |
BARING ASSET MANAGEMENT Ltd | 13 | 13 | 0.08% | 0.15% | 0.20% | Q3 2014 | Q3 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Blankinship & Foster, LLC | 13 | 13 | 0.24% | 0.44% | 0.59% | Q4 2016 | Q4 2019 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 13 |
NVWM, LLC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2020 | 12 |
Glassman Wealth Services | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2020 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q3 2023 | 12 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 12 | 12 | 0.04% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 12 |
RAND WEALTH, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q3 2016 | 12 |
Virtu KCG Holdings LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2022 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.00% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.04% | 0.15% | 0.32% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
WealthShield Partners, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 11 |
TCI Wealth Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
HIGH POINT BANK & TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 11 |
Gemmer Asset Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
HCR Wealth Advisors | 8 | 1 | 0.07% | 0.19% | 0.34% | Q4 2016 | Q4 2019 | 11 |
BARINGS LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 11 |
Twele Capital Management, Inc. | 11 | 11 | 1.20% | 1.75% | 1.88% | Q2 2013 | Q4 2015 | 11 |
Advisory Resource Group | 6 | 5 | 0.06% | 0.28% | 0.50% | Q4 2018 | Q1 2022 | 11 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2018 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q1 2021 | 10 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Sculati Wealth Management, LLC | 7 | 1 | 0.12% | 0.14% | 0.19% | Q4 2019 | Q1 2023 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 10 |
Sargent Bickham Lagudis LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2022 | 10 |
SPC Financial, Inc. | 9 | 9 | 0.48% | 0.56% | 0.65% | Q2 2013 | Q2 2015 | 9 |
Financial Gravity Asset Management, Inc. | 5 | 4 | 0.01% | 1.16% | 3.99% | Q2 2019 | Q4 2021 | 9 |
FLOW TRADERS U.S. LLC | 9 | 9 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q2 2023 | 9 |
WFG Advisors, LP | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NATIONAL PLANNING CORP | 6 | 1 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q2 2017 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q1 2016 | 9 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 9 | 9 | 0.28% | 0.31% | 0.35% | Q2 2013 | Q2 2015 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.09% | 0.20% | 0.44% | Q4 2019 | Q4 2021 | 9 |
AE Wealth Management LLC | 5 | 1 | 0.00% | 0.08% | 0.38% | Q3 2019 | Q2 2022 | 9 |
RS CRUM INC. | 8 | 8 | 0.14% | 0.25% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Cutler Group LLC / CA | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2017 | 8 |
Winslow, Evans & Crocker, Inc. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2015 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q4 2019 | 8 |
MBM Wealth Consultants, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 8 |
PATTON ALBERTSON MILLER GROUP, LLC | 8 | 8 | 0.16% | 0.83% | 1.48% | Q2 2013 | Q1 2015 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.29% | 0.35% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 3 | 2 | 0.01% | 0.19% | 0.30% | Q1 2018 | Q3 2020 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
CIBC BANK USA | 7 | 7 | 0.03% | 0.09% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Founders Financial Alliance, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Glenview Trust Co | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.11% | 0.38% | Q2 2015 | Q4 2018 | 7 |
Trilogy Capital Inc. | 7 | 7 | 0.03% | 2.47% | 4.66% | Q2 2018 | Q4 2019 | 7 |
Smart Money Group LLC | 6 | 1 | 0.32% | 2.19% | 3.66% | Q2 2018 | Q1 2020 | 7 |
Cordasco Financial Network | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q4 2015 | 7 |
Wealthspire Advisors, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
Texas Yale Capital Corp. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q1 2023 | 7 |
Baystate Wealth Management LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 7 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.07% | 0.21% | Q4 2014 | Q3 2018 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Foresight Wealth Management, LLC | 7 | 7 | 0.11% | 0.22% | 0.32% | Q2 2019 | Q4 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.10% | 0.17% | Q2 2013 | Q4 2014 | 7 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 7 | 0.25% | 0.30% | 0.36% | Q2 2013 | Q4 2014 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
COUNTRY TRUST BANK | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
AlphaMark Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Plante Moran Financial Advisors, LLC | 6 | 6 | 0.15% | 0.16% | 0.17% | Q2 2015 | Q3 2016 | 6 |
WOLVERINE TRADING, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 6 |
Horizon Investment Services, LLC | 6 | 6 | 0.16% | 0.23% | 0.28% | Q1 2014 | Q2 2015 | 6 |
American Research & Management Co. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
LBMC INVESTMENT ADVISORS, LLC | 6 | 6 | 0.26% | 0.42% | 0.59% | Q2 2013 | Q3 2014 | 6 |
Baron Financial Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
Atria Investments, Inc | 6 | 6 | 0.06% | 0.09% | 0.14% | Q1 2019 | Q2 2020 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 6 |
Pinkerton Retirement Specialists, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q2 2018 | 6 |
Regal Investment Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Altrius Capital Management Inc | 6 | 6 | 0.12% | 0.20% | 0.28% | Q2 2022 | Q3 2023 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
UBS AG | 6 | 6 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Halpern Financial, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q4 2017 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2018 | 5 |
Iron Horse Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q1 2021 | 5 |
Virtu Financial LLC | 3 | 1 | 0.03% | 0.16% | 0.32% | Q2 2013 | Q2 2018 | 5 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2015 | 5 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 5 |
Hudock, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Destination Wealth Management | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q1 2015 | 5 |
Blue Sky Asset Management, LLC | 5 | 5 | 1.59% | 4.49% | 8.62% | Q4 2019 | Q4 2020 | 5 |
Lucia Wealth Services, LLC | 5 | 5 | 0.13% | 0.31% | 0.42% | Q4 2017 | Q4 2018 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Highlander Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2016 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
FINANCIAL COUNSELORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
One Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 4 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 4 |
MARCUARD FAMILY OFFICE LTD | 4 | 4 | 0.40% | 0.54% | 0.68% | Q2 2013 | Q1 2014 | 4 |
Baring International Investment Ltd | 2 | 2 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q2 2014 | 4 |
DAVIDSON & GARRARD INC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q1 2014 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q4 2016 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 4 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4 | 4 | 0.37% | 0.39% | 0.43% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 2 | 2 | 0.02% | 0.21% | 0.47% | Q3 2019 | Q3 2020 | 4 |
White Lighthouse Investment Management Inc. | 4 | 4 | 0.13% | 0.17% | 0.20% | Q4 2017 | Q3 2018 | 4 |
Alpha Cubed Investments, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q2 2015 | Q1 2016 | 4 |
Legacy Private Trust Co. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q4 2017 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.44% | 0.57% | 0.65% | Q2 2017 | Q1 2018 | 4 |
Atlas Private Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
BINGHAM OSBORN & SCARBOROUGH LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.13% | 0.13% | 0.14% | Q2 2013 | Q4 2013 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q2 2021 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
FundX Investment Group, LLC | 3 | 3 | 0.52% | 0.92% | 1.27% | Q2 2016 | Q4 2016 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2016 | Q1 2017 | 3 |
Baird Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 2.54% | 2.59% | 2.65% | Q1 2023 | Q3 2023 | 3 |
CHATHAM CAPITAL GROUP, INC. | 3 | 3 | 0.31% | 0.32% | 0.33% | Q2 2013 | Q4 2013 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2019 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Fusion Investment Group, LLC | 3 | 3 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q2 2014 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q4 2015 | Q2 2016 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
First Washington CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.17% | Q4 2017 | Q2 2018 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
WASHINGTON TRUST Co | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
DRW Securities, LLC | 3 | 3 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q4 2013 | 3 |
McCarthy Grittinger Financial Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
NWAM LLC | 3 | 3 | 0.29% | 0.30% | 0.32% | Q2 2012 | Q4 2012 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Sloy Dahl & Holst, LLC | 1 | 1 | 0.10% | 0.15% | 0.20% | Q4 2019 | Q4 2020 | 2 |
Wharton Business Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.29% | 0.48% | 0.67% | Q2 2015 | Q3 2015 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
SAX WEALTH ADVISORS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Barry Investment Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2014 | Q1 2015 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
Marks Group Wealth Management, Inc | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2019 | Q1 2020 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CAPITAL WEALTH MANAGEMENT, LLC | 2 | 2 | 1.79% | 1.82% | 1.85% | Q4 2017 | Q1 2018 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q4 2014 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2018 | Q1 2018 | 1 |
Kabarec Financial Advisors, Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2015 | Q1 2015 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
East Coast Asset Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q4 2012 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Cladis Investment Advisory, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AUGUSTINE ASSET MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2018 | Q4 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Farmers National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 4.66% | 4.66% | 4.66% | Q4 2017 | Q4 2017 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Apella Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.