Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.01% | 0.11% | 1.11% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 0.40% | 0.57% | 0.75% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MOLLER WEALTH PARTNERS | 42 | 42 | 0.22% | 0.37% | 1.07% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.56% | 3.45% | Q2 2013 | Q3 2023 | 41 |
Linscomb & Williams, Inc. | 41 | 41 | 0.06% | 1.22% | 2.29% | Q3 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
J.P. Morgan Private Wealth Advisors LLC | 33 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
LVM CAPITAL MANAGEMENT LTD/MI | 24 | 4 | 0.03% | 0.07% | 0.19% | Q1 2014 | Q3 2023 | 37 |
HighTower Advisors, LLC | 26 | 11 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Barrett Asset Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 32 |
Creative Planning | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
KINGS POINT CAPITAL MANAGEMENT | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2022 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 31 |
CUTLER INVESTMENT COUNSEL LLC | 31 | 31 | 0.04% | 1.17% | 1.95% | Q2 2013 | Q4 2020 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 20 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.03% | 0.24% | 0.55% | Q2 2016 | Q3 2023 | 30 |
3D ASSET MANAGEMENT, INC | 30 | 30 | 3.74% | 6.74% | 11.01% | Q2 2013 | Q3 2020 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 29 | 29 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2020 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 29 |
SVA Wealth Management, LLC | 29 | 29 | 0.02% | 3.32% | 5.69% | Q4 2013 | Q4 2020 | 29 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.01% | 0.19% | 0.59% | Q4 2016 | Q3 2023 | 28 |
CIBC Private Wealth Group, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 27 | 27 | 0.04% | 0.08% | 0.13% | Q1 2017 | Q3 2023 | 27 |
BANK HAPOALIM BM | 25 | 25 | 0.07% | 0.13% | 0.22% | Q4 2013 | Q4 2019 | 25 |
DAVENPORT & Co LLC | 25 | 25 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Cetera Advisor Networks LLC | 21 | 1 | 0.01% | 0.05% | 0.08% | Q2 2014 | Q3 2023 | 24 |
Chicago Partners Investment Group LLC | 21 | 1 | 0.02% | 0.06% | 0.19% | Q1 2015 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Forefront Analytics, LLC | 24 | 24 | 0.38% | 1.56% | 3.56% | Q4 2017 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 23 |
Financial Architects, Inc | 18 | 4 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2020 | 22 |
JANE STREET GROUP, LLC | 9 | 2 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q1 2020 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 19 | 2 | 0.01% | 0.06% | 0.23% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.03% | 0.04% | Q2 2014 | Q4 2021 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.01% | 0.14% | 0.31% | Q2 2018 | Q3 2023 | 21 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.13% | 0.22% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Kelman-Lazarov, Inc. | 18 | 2 | 0.09% | 1.06% | 1.69% | Q1 2016 | Q1 2021 | 20 |
Private Wealth Advisors, Inc. | 19 | 1 | 0.12% | 0.14% | 0.17% | Q2 2015 | Q4 2020 | 20 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 20 |
Freedom Investment Management, Inc. | 20 | 20 | 0.04% | 0.07% | 0.14% | Q1 2013 | Q4 2017 | 20 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q2 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.03% | Q1 2019 | Q3 2023 | 19 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 19 | 19 | 0.62% | 1.53% | 2.08% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 2 | 0.03% | 0.07% | 0.28% | Q4 2017 | Q2 2022 | 18 |
US BANCORP \DE\ | 12 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 18 |
Atria Investments, Inc | 18 | 18 | 0.01% | 0.10% | 0.15% | Q2 2014 | Q3 2018 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 18 |
Laurel Wealth Advisors LLC | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
ACG Wealth | 17 | 17 | 0.14% | 0.59% | 1.52% | Q3 2018 | Q3 2022 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
LBMC INVESTMENT ADVISORS, LLC | 17 | 17 | 0.13% | 0.17% | 0.24% | Q2 2013 | Q2 2017 | 17 |
Sargent Bickham Lagudis LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2020 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2017 | 17 |
FMR LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.73% | 1.07% | 1.58% | Q4 2019 | Q3 2023 | 16 |
CADENCE BANK NA | 8 | 4 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q1 2022 | 16 |
Concert Wealth Management Inc. | 9 | 7 | 0.04% | 0.08% | 0.32% | Q2 2013 | Q2 2017 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.14% | 1.20% | 1.83% | Q4 2019 | Q3 2023 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 16 | 16 | 0.56% | 0.77% | 1.74% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.33% | 0.42% | 0.58% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Tennessee Valley Asset Management Partners | 14 | 1 | 0.07% | 0.81% | 1.78% | Q4 2018 | Q4 2022 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Meristem Family Wealth, LLC | 8 | 7 | 0.03% | 0.07% | 0.10% | Q2 2018 | Q1 2022 | 15 |
CAPTRUST FINANCIAL ADVISORS | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
STIFEL FINANCIAL CORP | 11 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.23% | 0.79% | 1.40% | Q1 2020 | Q3 2023 | 15 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 14 |
ASSETMARK, INC | 8 | 6 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2022 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.04% | 0.12% | 0.17% | Q4 2017 | Q1 2021 | 14 |
Portfolio Solutions, LLC | 12 | 2 | 0.04% | 0.10% | 0.11% | Q1 2016 | Q1 2020 | 14 |
KMG FIDUCIARY PARTNERS, LLC | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
RAY GERALD L & ASSOCIATES LTD | 14 | 14 | 0.04% | 0.09% | 0.18% | Q2 2014 | Q3 2017 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NewSquare Capital LLC | 14 | 14 | 0.00% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Psagot Value Holdings Ltd. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2020 | 13 |
Cetera Advisors LLC | 9 | 1 | 0.01% | 0.10% | 0.17% | Q4 2014 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2017 | 13 |
CENTAURUS FINANCIAL, INC. | 9 | 4 | 0.00% | 0.13% | 0.29% | Q2 2018 | Q3 2021 | 13 |
Carroll Financial Associates, Inc. | 9 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 13 |
Essex Financial Services, Inc. | 10 | 2 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.17% | 0.23% | 0.32% | Q2 2020 | Q1 2023 | 12 |
Covenant Asset Management, LLC | 12 | 12 | 0.16% | 0.24% | 0.30% | Q1 2017 | Q4 2019 | 12 |
Harvest Investment Services, LLC | 12 | 12 | 0.26% | 0.32% | 0.58% | Q4 2018 | Q3 2021 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.04% | 0.20% | Q4 2020 | Q3 2023 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.02% | 2.86% | 4.00% | Q4 2020 | Q3 2023 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.37% | 0.65% | 0.97% | Q4 2020 | Q3 2023 | 12 |
FIFTH THIRD BANCORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.04% | 0.11% | 0.52% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Archer Investment Corp | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 11 | 11 | 0.01% | 0.09% | 0.31% | Q4 2019 | Q2 2022 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
Clear Creek Financial Management, LLC | 5 | 1 | 0.03% | 1.10% | 3.73% | Q2 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Cottage Street Advisors LLC | 10 | 10 | 0.15% | 0.48% | 0.67% | Q1 2018 | Q2 2020 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2020 | 10 |
Unison Advisors LLC | 10 | 10 | 0.37% | 0.42% | 0.47% | Q4 2017 | Q1 2020 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Hartford Financial Management Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 9 |
BRADLEY FOSTER & SARGENT INC/CT | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 9 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Janney Montgomery Scott LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 9 |
Allworth Financial LP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2020 | 9 |
CUE ADVISORY SERVICES, INC. | 7 | 2 | 0.18% | 0.34% | 0.55% | Q4 2014 | Q1 2017 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Cetera Investment Advisers | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2022 | 9 |
EPG Wealth Management LLC | 5 | 1 | 0.01% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 9 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 8 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 8 | 0.16% | 0.55% | 0.80% | Q2 2018 | Q1 2020 | 8 |
CAPITAL MANAGEMENT CORP /VA | 5 | 1 | 0.05% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 8 |
AE Wealth Management LLC | 5 | 3 | 0.02% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 8 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2018 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 6 | 2 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2020 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 3.89% | 5.52% | 6.70% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.22% | 0.23% | 0.25% | Q4 2021 | Q3 2023 | 8 |
MUFG Americas Holdings Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Golden State Wealth Management, LLC | 4 | 1 | 0.01% | 0.37% | 0.70% | Q1 2019 | Q4 2021 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
HERBST GROUP, LLC | 8 | 8 | 1.30% | 1.39% | 1.49% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.06% | 0.20% | Q3 2019 | Q3 2023 | 8 |
Institute for Wealth Management, LLC. | 5 | 1 | 0.03% | 0.04% | 0.07% | Q1 2019 | Q1 2022 | 8 |
Shore Point Advisors, LLC | 8 | 8 | 8.06% | 8.54% | 9.12% | Q4 2021 | Q3 2023 | 8 |
Geneos Wealth Management Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2021 | 8 |
OPPENHEIMER & CO INC | 7 | 1 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q1 2022 | 8 |
Marietta Wealth Management, LLC | 8 | 8 | 0.84% | 1.12% | 1.36% | Q1 2018 | Q4 2019 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
Valeo Financial Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.12% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Betterment LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BLB&B Advisors, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.27% | 0.37% | 0.44% | Q4 2021 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
SEI INVESTMENTS CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
WealthShield Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 7 |
Horizons Wealth Management | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q4 2023 | 7 |
DAIDO LIFE INSURANCE CO | 7 | 7 | 0.44% | 0.99% | 1.20% | Q1 2018 | Q3 2019 | 7 |
Barber Financial Group, Inc. | 7 | 7 | 0.38% | 0.44% | 0.51% | Q2 2018 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Advisors Preferred, LLC | 2 | 1 | 0.00% | 0.12% | 0.79% | Q1 2014 | Q1 2023 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Prospera Financial Services Inc | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Collaborative Wealth Managment Inc. | 5 | 1 | 0.14% | 0.15% | 0.17% | Q1 2021 | Q2 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Parallel Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
CIBC WORLD MARKET INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 7 |
Advocacy Wealth Management Services, LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q3 2017 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Essex Savings Bank | 4 | 3 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q1 2022 | 7 |
Claro Advisors LLC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q3 2023 | 6 |
BARCLAYS PLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2021 | 6 |
Lowe Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 6 |
Certified Advisory Corp | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2019 | 6 |
Zurich Insurance Group Ltd/FI | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2022 | 6 |
Alpha Omega Wealth Management LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q2 2019 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
AdvisorNet Financial, Inc | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2019 | 6 |
Choice Wealth Advisors, LLC | 6 | 6 | 0.22% | 0.37% | 1.00% | Q4 2020 | Q1 2022 | 6 |
Virtu KCG Holdings LLC | 4 | 2 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q2 2016 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Beacon Pointe Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Insight Advisors, LLC/ PA | 4 | 1 | 0.07% | 0.24% | 0.34% | Q1 2021 | Q3 2023 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Huber Financial Advisors, LLC | 5 | 5 | 0.70% | 4.01% | 5.29% | Q1 2019 | Q1 2020 | 5 |
PERRITT CAPITAL MANAGEMENT INC | 5 | 5 | 0.55% | 0.98% | 1.90% | Q4 2018 | Q4 2019 | 5 |
Essential Planning, LLC. | 5 | 5 | 0.26% | 1.24% | 4.69% | Q3 2022 | Q3 2023 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
&PARTNERS | 5 | 5 | 0.18% | 0.19% | 0.20% | Q3 2022 | Q3 2023 | 5 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q4 2016 | 5 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.03% | 0.10% | Q3 2018 | Q4 2022 | 5 |
Edgemoor Investment Advisors, Inc. | 5 | 5 | 1.39% | 1.52% | 1.60% | Q2 2013 | Q2 2014 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Frisch Financial Group, Inc. | 5 | 5 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2022 | 5 |
BB&T SECURITIES, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2020 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 5 | 5 | 0.37% | 0.99% | 1.45% | Q4 2019 | Q4 2020 | 5 |
CULLEN/FROST BANKERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Brinker Capital Investments, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q2 2019 | 5 |
Sequoia Wealth Management, LLC | 5 | 5 | 0.23% | 0.29% | 0.41% | Q2 2018 | Q2 2019 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
IAG Wealth Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Legacy Financial Group LLC | 4 | 1 | 0.03% | 0.32% | 0.79% | Q4 2020 | Q3 2023 | 5 |
Surevest, LLC | 5 | 5 | 1.18% | 1.29% | 1.47% | Q4 2018 | Q4 2019 | 5 |
Hilltop Holdings Inc. | 5 | 5 | 0.03% | 0.08% | 0.22% | Q2 2020 | Q2 2021 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.33% | 0.81% | 1.01% | Q4 2018 | Q4 2019 | 5 |
NORTHERN TRUST CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Regal Investment Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LWM Advisory Services, LLC | 4 | 4 | 0.38% | 0.43% | 0.47% | Q4 2021 | Q3 2022 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.28% | 0.35% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.04% | 0.07% | 0.11% | Q3 2014 | Q2 2015 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TMD & ASSOCIATES, INC | 4 | 4 | 2.66% | 2.84% | 2.94% | Q4 2016 | Q3 2017 | 4 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q2 2018 | Q4 2018 | 3 |
WISCONSIN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2014 | Q4 2014 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.15% | 0.21% | 0.29% | Q1 2017 | Q3 2021 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
COBIZ WEALTH, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q3 2014 | Q1 2015 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.35% | 0.88% | 1.74% | Q2 2013 | Q4 2013 | 3 |
MV CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Personal Wealth Partners | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Amplius Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.12% | 0.25% | Q4 2021 | Q2 2022 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q1 2020 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.13% | 0.15% | 0.16% | Q1 2015 | Q3 2015 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
First Western Trust Bank | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Retirement Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 3 |
Founders Financial Alliance, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.70% | 1.64% | 2.11% | Q4 2020 | Q1 2022 | 3 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BlackDiamond Wealth Management, LLC | 2 | 2 | 1.83% | 2.10% | 2.38% | Q4 2021 | Q1 2022 | 2 |
Klingman & Associates, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2010 | 2 |
Private Wealth Strategies, L.L.C. | 2 | 2 | 1.91% | 2.25% | 2.59% | Q4 2019 | Q1 2020 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2014 | 2 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2020 | Q2 2020 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.13% | 0.26% | Q4 2015 | Q1 2020 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 2 |
LOWE BROCKENBROUGH & CO INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Leicht Financial Planning & Wealth Management, Inc. | 2 | 2 | 0.22% | 0.30% | 0.39% | Q4 2022 | Q1 2023 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Wealth & Pension Services Group, Inc. | 2 | 2 | 0.40% | 0.44% | 0.47% | Q2 2019 | Q3 2019 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Parkside Financial Bank & Trust | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q1 2023 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q3 2018 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Wealthquest Corp | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2019 | Q4 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2021 | Q1 2021 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
INVENIO WEALTH PARTNERS LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2017 | Q2 2017 | 1 |
Signify Wealth | 1 | 1 | 6.55% | 6.55% | 6.55% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Dakota Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quent Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2014 | Q3 2014 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BSW Wealth Partners | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2020 | Q1 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
New Perspectives, Inc | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2022 | Q4 2022 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Optas, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2019 | Q4 2019 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2017 | Q1 2017 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
KHP Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.