Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 0.42% | 0.54% | 0.68% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
VICUS CAPITAL | 42 | 42 | 0.05% | 0.36% | 1.10% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.03% | 0.15% | 0.71% | Q2 2013 | Q3 2023 | 41 |
Northeast Financial Consultants Inc | 39 | 39 | 0.11% | 1.17% | 4.67% | Q1 2014 | Q3 2023 | 39 |
AMERIPRISE FINANCIAL INC | 32 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
CITIGROUP INC | 38 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
US BANCORP \DE\ | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
HighTower Advisors, LLC | 26 | 11 | 0.02% | 0.05% | 0.10% | Q2 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Capital Advisors, Ltd. LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
J.P. Morgan Private Wealth Advisors LLC | 33 | 2 | 0.01% | 0.08% | 0.15% | Q4 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 34 |
Bank of New York Mellon Corp | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 33 |
Private Advisor Group, LLC | 29 | 1 | 0.01% | 0.05% | 0.17% | Q3 2014 | Q3 2023 | 33 |
PRIVATE TRUST CO NA | 28 | 2 | 0.00% | 0.15% | 0.40% | Q1 2013 | Q3 2022 | 33 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
STIFEL FINANCIAL CORP | 20 | 11 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
3D ASSET MANAGEMENT, INC | 30 | 30 | 1.20% | 7.62% | 20.13% | Q2 2013 | Q3 2020 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.56% | 0.78% | 0.98% | Q2 2016 | Q3 2023 | 30 |
Cetera Advisors LLC | 18 | 4 | 0.01% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 30 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.51% | 1.55% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.12% | 0.40% | 0.95% | Q4 2016 | Q3 2023 | 28 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.01% | 0.05% | 0.48% | Q1 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 27 |
StrategIQ Financial Group, LLC | 27 | 27 | 0.10% | 0.25% | 0.52% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.04% | 0.12% | Q2 2017 | Q3 2023 | 26 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q4 2022 | 26 |
Hefren-Tillotson, Inc. | 26 | 26 | 0.07% | 1.91% | 5.24% | Q4 2013 | Q1 2020 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
DAVENPORT & Co LLC | 25 | 25 | 0.01% | 0.08% | 0.15% | Q3 2017 | Q3 2023 | 25 |
Gradient Investments LLC | 14 | 1 | 0.00% | 0.16% | 1.34% | Q1 2015 | Q1 2022 | 25 |
Institute for Wealth Management, LLC. | 22 | 3 | 0.10% | 0.14% | 0.21% | Q2 2017 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 16 | 1 | 0.00% | 0.06% | 0.17% | Q2 2014 | Q4 2021 | 25 |
Bartlett & Co. LLC | 22 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2020 | 25 |
Financial Architects, Inc | 25 | 25 | 0.06% | 0.85% | 1.34% | Q3 2014 | Q3 2020 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 25 |
TRUST CO OF VERMONT | 21 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
BlackRock Inc. | 20 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
SUNTRUST BANKS INC | 24 | 24 | 0.00% | 0.23% | 0.44% | Q4 2013 | Q3 2019 | 24 |
SVA Wealth Management, LLC | 24 | 24 | 0.03% | 0.11% | 0.20% | Q2 2014 | Q1 2020 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.02% | 0.13% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q2 2022 | 23 |
CAPTRUST FINANCIAL ADVISORS | 9 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q2 2021 | 22 |
Chicago Partners Investment Group LLC | 22 | 22 | 0.02% | 0.05% | 0.18% | Q4 2014 | Q1 2020 | 22 |
Creative Planning | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 13 | 8 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q4 2022 | 21 |
LBJ Family Wealth Advisors, Ltd. | 21 | 21 | 0.22% | 0.33% | 0.42% | Q4 2018 | Q4 2023 | 21 |
Tower Research Capital LLC (TRC) | 19 | 1 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
RVW Wealth, LLC | 20 | 20 | 0.12% | 1.72% | 8.00% | Q1 2019 | Q4 2023 | 20 |
Private Wealth Advisors, Inc. | 13 | 1 | 0.09% | 0.12% | 0.15% | Q2 2015 | Q4 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.12% | Q4 2017 | Q3 2022 | 20 |
GHP Investment Advisors, Inc. | 20 | 20 | 0.06% | 0.21% | 0.30% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Freedom Investment Management, Inc. | 20 | 20 | 0.02% | 0.06% | 0.12% | Q1 2013 | Q4 2017 | 20 |
FIFTH THIRD BANCORP | 13 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2021 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Sargent Bickham Lagudis LLC | 18 | 2 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2021 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 0.08% | 0.21% | 0.76% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.07% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Centric Wealth Management | 15 | 4 | 0.12% | 0.25% | 0.54% | Q4 2018 | Q3 2023 | 19 |
M&T BANK CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2019 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
SYNOVUS FINANCIAL CORP | 18 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 19 |
Financial Insights, Inc. | 18 | 1 | 0.12% | 0.30% | 0.56% | Q4 2018 | Q3 2023 | 19 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.08% | 0.35% | 0.50% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Wealthspire Advisors, L.P. | 18 | 18 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q1 2020 | 18 |
SeaCrest Wealth Management, LLC | 11 | 7 | 0.03% | 0.07% | 0.11% | Q4 2017 | Q2 2022 | 18 |
CENTAURUS FINANCIAL, INC. | 18 | 18 | 0.01% | 0.20% | 0.45% | Q4 2017 | Q1 2022 | 18 |
Ancora Advisors LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
ACG Wealth | 17 | 1 | 0.07% | 0.74% | 1.35% | Q4 2017 | Q3 2022 | 18 |
Arete Wealth Advisors, LLC | 8 | 1 | 0.02% | 0.05% | 0.11% | Q1 2018 | Q2 2023 | 17 |
Vigilant Capital Management, LLC | 10 | 7 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 17 |
Atria Investments, Inc | 9 | 8 | 0.02% | 0.04% | 0.09% | Q4 2013 | Q4 2018 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.12% | 0.21% | 0.84% | Q2 2013 | Q2 2017 | 17 |
Ameritas Investment Partners, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
Ruggie Capital Group | 13 | 1 | 0.00% | 0.39% | 1.23% | Q4 2014 | Q3 2019 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.05% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Consolidated Planning Corp | 16 | 16 | 1.43% | 2.68% | 5.04% | Q4 2019 | Q3 2023 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.19% | 1.64% | 2.51% | Q4 2019 | Q3 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.26% | 0.42% | 0.64% | Q4 2017 | Q3 2021 | 16 |
S.A. Mason LLC | 16 | 16 | 0.29% | 0.34% | 0.40% | Q4 2019 | Q3 2023 | 16 |
HC FINANCIAL ADVISORS INC | 15 | 1 | 0.47% | 0.75% | 2.29% | Q1 2018 | Q2 2022 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Asset Dedication, LLC | 15 | 1 | 0.04% | 0.11% | 0.18% | Q4 2015 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.12% | 0.66% | Q1 2018 | Q4 2021 | 16 |
BRADLEY FOSTER & SARGENT INC/CT | 9 | 7 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 16 |
Vantage Investment Advisors, LLC | 10 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2018 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.10% | Q2 2016 | Q4 2019 | 15 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 15 |
Meristem Family Wealth, LLC | 8 | 7 | 0.03% | 0.07% | 0.10% | Q2 2018 | Q1 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q4 2016 | 15 |
TMD & ASSOCIATES, INC | 15 | 15 | 3.36% | 6.72% | 9.66% | Q4 2015 | Q2 2019 | 15 |
ASSETMARK, INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Great Point Wealth Advisors, LLC | 15 | 15 | 0.80% | 3.37% | 6.11% | Q1 2020 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.34% | 0.48% | 0.77% | Q1 2018 | Q2 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.03% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Aurora Private Wealth, Inc. | 9 | 2 | 0.15% | 0.36% | 0.72% | Q4 2019 | Q3 2023 | 14 |
Harvest Investment Services, LLC | 14 | 14 | 0.10% | 0.28% | 0.45% | Q4 2018 | Q1 2022 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2022 | 14 |
Baird Financial Group, Inc. | 10 | 4 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 14 |
NewSquare Capital LLC | 14 | 14 | 0.01% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 14 |
WFG Advisors, LP | 12 | 2 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 14 |
USCA RIA LLC | 14 | 14 | 0.06% | 0.08% | 0.11% | Q2 2014 | Q3 2017 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
INVESTMENT CENTERS OF AMERICA INC | 14 | 14 | 0.06% | 0.12% | 0.19% | Q2 2014 | Q3 2017 | 14 |
D.A. DAVIDSON & CO. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Retirement Group, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2016 | 13 |
Marietta Wealth Management, LLC | 13 | 13 | 1.53% | 2.14% | 2.71% | Q4 2016 | Q4 2019 | 13 |
Covenant Asset Management, LLC | 13 | 13 | 0.21% | 0.38% | 0.44% | Q4 2016 | Q4 2019 | 13 |
PRICE T ROWE ASSOCIATES INC /MD/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Arkadios Wealth Advisors | 11 | 2 | 0.01% | 0.12% | 0.30% | Q4 2019 | Q1 2023 | 13 |
NewEdge Advisors, LLC | 11 | 1 | 0.00% | 0.08% | 0.16% | Q2 2017 | Q4 2022 | 13 |
Global Retirement Partners, LLC | 9 | 4 | 0.00% | 0.14% | 0.29% | Q2 2018 | Q3 2023 | 13 |
HCR Wealth Advisors | 8 | 5 | 0.01% | 0.84% | 4.60% | Q1 2017 | Q4 2020 | 13 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Orgel Wealth Management, LLC | 12 | 12 | 0.09% | 0.81% | 1.91% | Q1 2017 | Q4 2019 | 12 |
Janney Montgomery Scott LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 12 |
Cornerstone Advisory, LLC | 12 | 12 | 0.07% | 0.16% | 0.23% | Q4 2015 | Q3 2018 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.38% | 0.66% | 1.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.03% | 5.63% | 6.85% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Family Legacy, Inc. | 10 | 2 | 0.97% | 1.44% | 1.60% | Q1 2017 | Q1 2020 | 12 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.59% | 1.19% | Q3 2015 | Q1 2018 | 11 |
SEI INVESTMENTS CO | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 11 |
First Horizon Advisors, Inc. | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 11 |
CWM, LLC | 8 | 3 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 11 |
Joel Isaacson & Co., LLC | 11 | 11 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q4 2017 | 11 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 11 |
BOK Financial Private Wealth, Inc. | 10 | 1 | 0.02% | 0.04% | 0.04% | Q2 2016 | Q4 2019 | 11 |
COBIZ WEALTH, LLC | 11 | 11 | 0.05% | 0.10% | 0.13% | Q3 2014 | Q1 2017 | 11 |
Wealthspire Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 11 |
HOWARD WEALTH MANAGEMENT, LLC | 5 | 3 | 0.12% | 0.19% | 0.43% | Q4 2019 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.12% | 1.02% | 2.33% | Q1 2018 | Q3 2020 | 11 |
GPS Wealth Strategies Group, LLC | 11 | 11 | 0.00% | 0.12% | 0.24% | Q1 2021 | Q3 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Providence Capital Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.20% | 0.24% | 0.29% | Q2 2021 | Q3 2023 | 10 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 10 | 10 | 0.16% | 0.25% | 0.34% | Q1 2017 | Q2 2019 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 10 |
Relative Value Partners Group, LLC | 10 | 10 | 0.03% | 0.08% | 0.10% | Q1 2021 | Q2 2023 | 10 |
QUEST CAPITAL MANAGEMENT INC /ADV | 10 | 10 | 0.05% | 2.41% | 5.09% | Q4 2018 | Q1 2021 | 10 |
EPG Wealth Management LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
TAIYO LIFE INSURANCE CO | 9 | 9 | 16.31% | 19.06% | 25.28% | Q4 2017 | Q4 2019 | 9 |
Qube Research & Technologies Ltd | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
LS Investment Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Avestar Capital, LLC | 9 | 9 | 0.14% | 2.45% | 3.84% | Q4 2017 | Q4 2019 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2022 | 9 |
Barber Financial Group, Inc. | 9 | 9 | 0.54% | 0.69% | 0.93% | Q4 2017 | Q4 2019 | 9 |
TIAA, FSB | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 9 |
Spire Wealth Management | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Gateway Advisory, LLC | 8 | 8 | 3.04% | 3.75% | 4.44% | Q1 2014 | Q4 2015 | 8 |
Squar Milner Financial Services LLC | 7 | 1 | 0.14% | 1.30% | 2.10% | Q4 2017 | Q4 2019 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
UNIONVIEW, LLC | 8 | 8 | 0.29% | 0.30% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 8 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q2 2017 | 8 |
Oakworth Capital, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2017 | 8 |
Financial Advocates Investment Management | 7 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q1 2021 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 8 |
Geneos Wealth Management Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 8 |
Kingsview Wealth Management, LLC | 5 | 3 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 8 |
BOKF, NA | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 7 | 7 | 0.12% | 0.36% | 0.45% | Q3 2018 | Q1 2020 | 7 |
DAIDO LIFE INSURANCE CO | 7 | 7 | 0.45% | 1.01% | 1.19% | Q1 2018 | Q3 2019 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Voya Financial Advisors, Inc. | 7 | 7 | 0.02% | 0.11% | 0.17% | Q1 2015 | Q3 2016 | 7 |
Intelligence Driven Advisers, LLC | 7 | 7 | 0.12% | 0.80% | 1.28% | Q4 2018 | Q2 2020 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 7 | 7 | 0.20% | 0.32% | 0.51% | Q4 2014 | Q2 2016 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2017 | 7 |
OPPENHEIMER & CO INC | 7 | 7 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q2 2020 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 7 | 0.06% | 0.17% | 0.27% | Q3 2020 | Q1 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Horizons Wealth Management | 7 | 7 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q4 2023 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 2.09% | 2.25% | 2.50% | Q4 2021 | Q3 2023 | 7 |
LBA Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
Argentus Capital Management, LLC | 5 | 2 | 0.00% | 0.12% | 0.47% | Q3 2014 | Q3 2016 | 7 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 7 |
Intellectus Partners, LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CAPITAL WEALTH MANAGEMENT, LLC | 7 | 7 | 2.89% | 3.08% | 3.37% | Q4 2017 | Q2 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
BLB&B Advisors, LLC | 6 | 6 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q4 2014 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
TNF LLC | 6 | 6 | 0.16% | 0.21% | 0.25% | Q3 2021 | Q4 2022 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
CreativeOne Wealth, LLC | 5 | 5 | 0.07% | 0.25% | 0.36% | Q4 2018 | Q4 2019 | 5 |
Evercore Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2021 | 5 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 5 | 5 | 0.52% | 1.20% | 1.65% | Q4 2019 | Q4 2020 | 5 |
Independence Trust CO | 5 | 5 | 0.30% | 0.51% | 0.64% | Q3 2015 | Q3 2016 | 5 |
Wealthcare Advisory Partners LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 5 |
Surevest, LLC | 5 | 5 | 0.89% | 1.03% | 1.18% | Q4 2018 | Q4 2019 | 5 |
Strategic Capital Alternatives LLC | 5 | 5 | 0.42% | 0.71% | 1.09% | Q3 2014 | Q3 2015 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.52% | 1.24% | 1.54% | Q4 2018 | Q4 2019 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.05% | 0.16% | Q4 2018 | Q1 2020 | 5 |
Dana Investment Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 5 |
WEST PACES ADVISORS INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 5 |
IHT Wealth Management, LLC | 2 | 1 | 0.01% | 0.11% | 0.21% | Q4 2017 | Q1 2023 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q4 2019 | 5 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 5 |
WealthShield Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 5 |
DAVIDSON & GARRARD INC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
White Lighthouse Investment Management Inc. | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2017 | Q3 2018 | 4 |
Breakwater Capital Group | 4 | 4 | 0.67% | 0.96% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SG Americas Securities, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.16% | 0.35% | Q3 2015 | Q1 2020 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.16% | 0.57% | Q4 2020 | Q4 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 4 |
Strategic Wealth Management Group, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q3 2020 | Q2 2021 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Founders Capital Management | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q4 2023 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
HL FINANCIAL SERVICES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
LANDAAS & CO /WI /ADV | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2017 | Q3 2018 | 4 |
Sterneck Capital Management, LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q2 2013 | Q1 2014 | 4 |
NWAM LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q2 2012 | Q4 2012 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.00% | 0.13% | 0.20% | Q4 2017 | Q1 2020 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q4 2019 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q4 2014 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Life Planning Partners, Inc | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.12% | 0.14% | 0.15% | Q2 2021 | Q2 2022 | 3 |
Lauer Wealth, LLC | 3 | 3 | 4.82% | 4.97% | 5.18% | Q1 2023 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
USAdvisors Wealth Management, LLC | 3 | 3 | 0.11% | 0.29% | 0.63% | Q4 2019 | Q2 2020 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
First Western Trust Bank | 3 | 3 | 0.16% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
HC Financial Advisors, Inc. | 2 | 1 | 0.51% | 0.54% | 0.56% | Q4 2017 | Q3 2018 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 1 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q4 2019 | 3 |
Insight Advisors, LLC/ PA | 3 | 3 | 0.06% | 0.13% | 0.21% | Q4 2022 | Q2 2023 | 3 |
WASHINGTON TRUST BANK | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.20% | 0.22% | 0.24% | Q3 2017 | Q1 2018 | 3 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2021 | 3 |
Tyler-Stone Wealth Management | 3 | 3 | 0.03% | 0.14% | 0.20% | Q4 2021 | Q2 2022 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 3 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 3 |
Cerity Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.11% | 0.14% | 0.19% | Q1 2015 | Q3 2015 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Cable Hill Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 2 |
L & S Advisors Inc | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RESOLUTE FINANCIAL, LLC | 2 | 2 | 0.43% | 0.44% | 0.45% | Q4 2021 | Q1 2022 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2010 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2013 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.20% | 0.22% | 0.25% | Q4 2020 | Q1 2021 | 2 |
SBK Financial, Inc. | 2 | 2 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q1 2014 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CAPITAL MANAGEMENT CORP /VA | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q3 2019 | Q4 2019 | 2 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
WIN ADVISORS, INC | 1 | 1 | 0.08% | 2.87% | 5.66% | Q4 2021 | Q3 2023 | 2 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2018 | Q1 2018 | 1 |
Busey Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Blankinship & Foster, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
XR Securities LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2014 | Q2 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Quent Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 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 |
Sageworth Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2015 | Q2 2015 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Element Wealth, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2014 | Q3 2014 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Price Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Apella Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q4 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Stewardship Advisors, LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q4 2019 | Q4 2019 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2023 | Q2 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q1 2018 | Q1 2018 | 1 |
Optas, LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2019 | Q4 2019 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | 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 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Horizon Investment Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2023 | Q3 2023 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Trutina Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
American Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 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 2023 | Q1 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.