Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MOLLER WEALTH PARTNERS | 42 | 42 | 1.65% | 2.52% | 9.34% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.03% | 1.33% | 4.75% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.11% | 0.32% | 0.77% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 42 | 42 | 0.01% | 2.26% | 3.89% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
OARSMAN CAPITAL, INC. | 27 | 14 | 0.41% | 0.53% | 0.60% | Q2 2013 | Q3 2023 | 41 |
Tortoise Investment Management, LLC | 40 | 40 | 0.00% | 0.03% | 0.11% | Q4 2012 | Q3 2022 | 40 |
CONNORS INVESTOR SERVICES INC | 40 | 40 | 0.35% | 0.48% | 0.87% | Q3 2013 | Q2 2023 | 40 |
CULBERTSON A N & CO INC | 39 | 39 | 0.05% | 0.17% | 0.33% | Q2 2013 | Q4 2022 | 39 |
Janney Montgomery Scott LLC | 29 | 2 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.03% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 36 |
ProVise Management Group, LLC | 33 | 3 | 0.06% | 0.22% | 0.37% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
LS Investment Advisors, LLC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2022 | 35 |
CIBC WORLD MARKET INC. | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 35 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.17% | 1.79% | 9.12% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 34 |
RAYMOND JAMES & ASSOCIATES | 34 | 34 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Haverford Trust Co | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
M Holdings Securities, Inc. | 21 | 1 | 0.09% | 0.75% | 3.54% | Q4 2013 | Q2 2023 | 33 |
Valmark Advisers, Inc. | 33 | 33 | 0.01% | 0.06% | 0.13% | Q3 2015 | Q3 2023 | 33 |
Parsec Financial Management, Inc. | 33 | 33 | 0.01% | 1.43% | 3.41% | Q1 2015 | Q1 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Brinker Capital Investments, LLC | 31 | 31 | 0.01% | 0.20% | 0.40% | Q2 2013 | Q4 2020 | 31 |
HighTower Advisors, LLC | 20 | 11 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 22 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 30 |
Private Advisor Group, LLC | 28 | 1 | 0.00% | 0.03% | 0.07% | Q3 2014 | Q3 2023 | 29 |
Advisory Services Network, LLC | 15 | 3 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 29 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 28 | 28 | 0.04% | 0.39% | 1.16% | Q2 2013 | Q1 2020 | 28 |
McNamara Financial Services, Inc. | 12 | 3 | 0.05% | 0.09% | 0.13% | Q1 2016 | Q3 2023 | 28 |
Greylin Investment Management, Inc | 10 | 1 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 27 |
JFS WEALTH ADVISORS, LLC | 24 | 3 | 0.23% | 0.79% | 1.61% | Q2 2013 | Q3 2023 | 27 |
WADE G W & INC | 27 | 27 | 0.02% | 0.16% | 0.48% | Q4 2013 | Q2 2020 | 27 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 26 |
Capital Advisors, Ltd. LLC | 26 | 26 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2020 | 26 |
BLAIR WILLIAM & CO/IL | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 26 |
DAVENPORT & Co LLC | 26 | 26 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Veritable, L.P. | 19 | 6 | 0.01% | 0.07% | 0.13% | Q4 2012 | Q2 2020 | 25 |
GIRARD PARTNERS LTD. | 25 | 25 | 0.06% | 0.32% | 0.72% | Q3 2014 | Q3 2020 | 25 |
Stillwater Capital Advisors, LLC | 25 | 25 | 0.16% | 0.23% | 0.35% | Q2 2013 | Q2 2019 | 25 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.38% | 1.14% | 2.03% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.34% | 1.62% | 2.60% | Q4 2017 | Q3 2023 | 24 |
BEACON FINANCIAL GROUP | 24 | 24 | 0.14% | 0.38% | 0.65% | Q4 2017 | Q3 2023 | 24 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 24 | 24 | 4.84% | 6.55% | 8.64% | Q4 2017 | Q3 2023 | 24 |
Well Done, LLC | 22 | 2 | 0.04% | 0.31% | 0.54% | Q1 2017 | Q2 2023 | 24 |
Baker Ellis Asset Management LLC | 23 | 23 | 0.31% | 1.00% | 1.62% | Q1 2015 | Q3 2020 | 23 |
CITIGROUP INC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 23 |
Cetera Advisor Networks LLC | 21 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 23 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
Sigma Planning Corp | 21 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2021 | 22 |
Cetera Investment Advisers | 22 | 22 | 0.01% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Litman Gregory Wealth Management LLC | 16 | 2 | 0.04% | 0.12% | 0.34% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Argent Trust Co | 21 | 21 | 0.05% | 0.37% | 1.00% | Q4 2014 | Q4 2019 | 21 |
AMERIPRISE FINANCIAL INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 20 |
SIGNATUREFD, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.00% | 0.07% | 0.27% | Q2 2016 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Independence Bank of Kentucky | 20 | 20 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
NewSquare Capital LLC | 14 | 6 | 0.02% | 0.47% | 1.48% | Q2 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Belpointe Asset Management LLC | 16 | 2 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q1 2023 | 20 |
CAPE ANN SAVINGS BANK | 12 | 1 | 0.22% | 0.66% | 2.65% | Q2 2014 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
OLD MISSION CAPITAL LLC | 10 | 1 | 0.01% | 0.08% | 0.34% | Q4 2015 | Q3 2023 | 18 |
US BANCORP \DE\ | 13 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 18 |
Lenox Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q1 2022 | 18 |
ROTHSCHILD INVESTMENT LLC /IL | 16 | 2 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q1 2022 | 18 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q1 2020 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2017 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
Parkside Financial Bank & Trust | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
North Star Investment Management Corp. | 9 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 17 |
CWM, LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 17 |
B. Riley Wealth Management, Inc. | 9 | 2 | 0.00% | 0.27% | 0.55% | Q1 2015 | Q2 2022 | 17 |
First Allied Advisory Services, Inc. | 16 | 16 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q4 2019 | 16 |
SENTINEL PENSION ADVISORS INC | 11 | 4 | 0.05% | 0.16% | 0.68% | Q4 2019 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
AllSquare Wealth Management LLC | 15 | 15 | 0.10% | 0.14% | 0.17% | Q4 2014 | Q2 2018 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 1.08% | 2.60% | 4.99% | Q4 2019 | Q3 2023 | 15 |
TMD & ASSOCIATES, INC | 15 | 15 | 0.71% | 2.93% | 5.20% | Q4 2015 | Q2 2019 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 4 | 0.00% | 0.11% | 0.21% | Q2 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 11 | 4 | 0.13% | 0.23% | 0.53% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BlackRock Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 15 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 14 |
Allen Capital Group, LLC | 11 | 3 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 14 |
OPTIMUM INVESTMENT ADVISORS | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2021 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2016 | 14 |
Capital Analysts, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 14 |
Edgemoor Investment Advisors, Inc. | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q3 2017 | 14 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
SVA Wealth Management, LLC | 12 | 1 | 0.02% | 0.05% | 0.14% | Q4 2015 | Q1 2019 | 13 |
Key FInancial Inc | 12 | 1 | 0.12% | 0.65% | 1.11% | Q1 2020 | Q3 2023 | 13 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.03% | 0.06% | 0.12% | Q2 2018 | Q2 2021 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 13 |
STRINGER ASSET MANAGEMENT, LLC | 9 | 1 | 2.22% | 5.79% | 10.99% | Q1 2016 | Q2 2020 | 13 |
Commonwealth Equity Services, Inc | 9 | 4 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2017 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.25% | 0.42% | 0.81% | Q4 2020 | Q4 2023 | 13 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 13 |
Thrive Capital Management, LLC | 12 | 12 | 1.98% | 2.65% | 3.18% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.75% | 2.09% | 2.35% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 1.13% | 2.62% | 4.69% | Q4 2020 | Q3 2023 | 12 |
Sculati Wealth Management, LLC | 12 | 12 | 0.40% | 0.52% | 0.70% | Q4 2019 | Q3 2022 | 12 |
FinTrust Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
WOODMONT INVESTMENT COUNSEL LLC | 12 | 12 | 0.07% | 0.51% | 0.88% | Q3 2015 | Q2 2018 | 12 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q1 2021 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 12 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q1 2019 | 12 |
Modera Wealth Management, LLC | 7 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2020 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.09% | 0.18% | 0.25% | Q4 2019 | Q2 2022 | 11 |
BOKF, NA | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 11 |
CABOT WEALTH MANAGEMENT INC | 11 | 11 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q3 2018 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
M&T BANK CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Syverson Strege & Co | 10 | 10 | 0.04% | 0.52% | 2.32% | Q4 2020 | Q1 2023 | 10 |
IHT Wealth Management, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 10 |
Benedetti & Gucer, Inc. | 10 | 10 | 0.13% | 0.23% | 0.33% | Q1 2021 | Q2 2023 | 10 |
UBS ASSET MANAGEMENT AMERICAS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q2 2016 | 9 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9 | 9 | 0.13% | 0.41% | 0.75% | Q4 2018 | Q4 2020 | 9 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2021 | 9 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q1 2021 | 9 |
Perigon Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2020 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Moisand Fitzgerald Tamayo, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 9 |
Wealthstreet Investment Advisors, LLC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q4 2019 | 9 |
TSFG, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Yellowstone Partners, LLC | 6 | 2 | 0.09% | 0.51% | 1.43% | Q2 2015 | Q4 2017 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TNF LLC | 8 | 8 | 0.10% | 0.16% | 0.23% | Q3 2021 | Q2 2023 | 8 |
NVWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Qube Research & Technologies Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
FineMark National Bank & Trust | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 0.28% | 0.36% | 0.51% | Q4 2021 | Q3 2023 | 8 |
INSPIRION WEALTH ADVISORS, LLC | 8 | 8 | 0.06% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 0.26% | 0.33% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Smallwood Wealth Investment Management, LLC | 8 | 8 | 1.33% | 1.85% | 2.06% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.01% | 0.04% | 0.16% | Q2 2017 | Q2 2019 | 8 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.30% | 0.72% | Q2 2013 | Q4 2014 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Hilltop Holdings Inc. | 6 | 1 | 0.22% | 0.59% | 0.92% | Q1 2018 | Q4 2019 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 7 |
Evercore Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OLD NATIONAL BANCORP /IN/ | 7 | 7 | 0.02% | 0.04% | 0.07% | Q2 2014 | Q4 2015 | 7 |
Wealthcare Advisory Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Parallel Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
HBK Sorce Advisory LLC | 7 | 7 | 0.19% | 2.04% | 5.07% | Q1 2022 | Q3 2023 | 7 |
CHEMICAL BANK | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2019 | 7 |
Arete Wealth Advisors, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.01% | 1.12% | 2.84% | Q1 2018 | Q2 2019 | 6 |
Traverso Chambers Private Wealth Management, LLC | 6 | 6 | 0.29% | 0.32% | 0.34% | Q4 2018 | Q1 2020 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2020 | 6 |
Armbruster Capital Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
Tarbox Family Office, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 6 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.24% | 3.38% | 4.92% | Q1 2015 | Q2 2016 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
DeDora Capital, Inc. | 4 | 1 | 0.02% | 0.16% | 0.24% | Q4 2017 | Q1 2022 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Regal Investment Advisors LLC | 6 | 6 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Krilogy Financial LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.01% | 0.02% | 0.11% | Q4 2019 | Q1 2021 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
FIDUCIARY TRUST CO | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2022 | 6 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
IAG Wealth Partners, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Mariner, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Private Ocean, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
&PARTNERS | 5 | 5 | 0.17% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Yorktown Management & Research Co Inc | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q2 2016 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Truvestments Capital LLC | 3 | 2 | 0.02% | 0.05% | 0.15% | Q1 2020 | Q2 2021 | 5 |
MYCIO WEALTH PARTNERS, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 5 |
My Legacy Advisors, LLC | 4 | 4 | 0.21% | 0.43% | 0.57% | Q1 2022 | Q4 2022 | 4 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.27% | 0.28% | 0.28% | Q2 2014 | Q1 2015 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q4 2021 | 4 |
Transamerica Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2016 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Investors Capital Advisory Services | 4 | 4 | 0.23% | 0.25% | 0.27% | Q3 2015 | Q2 2016 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FDx Advisors, Inc. | 3 | 1 | 0.04% | 0.06% | 0.07% | Q2 2015 | Q2 2016 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.01% | 0.04% | 0.12% | Q3 2015 | Q1 2018 | 4 |
StoneX Group Inc. | 4 | 4 | 0.75% | 1.05% | 1.26% | Q3 2016 | Q2 2017 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q3 2020 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NORTHERN TRUST CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 4 |
RAYMOND JAMES TRUST N.A. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2017 | 4 |
BDO Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 4 |
Atria Investments, Inc | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 4 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.28% | 0.31% | 0.33% | Q2 2013 | Q1 2014 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Ford Financial Group, LLC | 4 | 4 | 0.38% | 0.46% | 0.56% | Q1 2022 | Q4 2022 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q4 2014 | 4 |
TCF National Bank | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q2 2020 | 4 |
TOWER TRUST Co | 4 | 4 | 0.57% | 0.62% | 0.69% | Q2 2013 | Q1 2014 | 4 |
DB Wealth Management Group, LLC | 4 | 4 | 2.67% | 2.76% | 2.85% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2020 | 4 |
Nachman Norwood & Parrott, Inc | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2018 | Q3 2019 | 4 |
NATIXIS ADVISORS, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q1 2021 | 4 |
Bell Investment Advisors, Inc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 4 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2019 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q1 2017 | 3 |
REGIMEN WEALTH, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cadence Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Americana Partners, LLC | 3 | 3 | 0.16% | 0.19% | 0.22% | Q4 2019 | Q2 2020 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.24% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Morningstar Investment Services LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q4 2013 | 3 |
Aspire Wealth Management Corp | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Legacy Financial Advisors, Inc. | 3 | 3 | 0.15% | 2.11% | 3.45% | Q1 2023 | Q3 2023 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Pinion Investment Advisors, LLC | 3 | 3 | 0.33% | 0.34% | 0.36% | Q1 2022 | Q3 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.28% | 0.31% | 0.37% | Q4 2014 | Q2 2015 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Provident Wealth Management, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.85% | 0.91% | 0.95% | Q2 2017 | Q4 2017 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Advisor OS, LLC | 3 | 3 | 0.18% | 0.35% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.85% | 2.27% | 4.48% | Q2 2013 | Q4 2013 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q4 2013 | Q2 2014 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q3 2017 | 3 |
Allred Capital Management, LLC | 2 | 1 | 0.04% | 0.12% | 0.18% | Q4 2018 | Q4 2019 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.10% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Cascade Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.17% | 0.30% | 0.42% | Q4 2018 | Q1 2019 | 2 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CADENCE BANK NA | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Drexel Morgan & Co. | 1 | 1 | 0.24% | 0.48% | 0.72% | Q2 2013 | Q2 2014 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Creative Capital Management Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.24% | 0.81% | 1.37% | Q3 2015 | Q4 2015 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2019 | Q1 2020 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2014 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 2 |
Sensible Financial Planning & Management, LLC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Coulter & Justus Financial Services, LLC | 1 | 1 | 0.48% | 0.97% | 1.46% | Q4 2021 | Q2 2022 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2008 | Q4 2008 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2018 | Q4 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
KLR INVESTMENT ADVISORS, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2022 | Q4 2022 | 1 |
Sandy Spring Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Sageworth Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Archer Investment Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
EXCELSIA, INC. | 1 | 1 | 3.40% | 3.40% | 3.40% | Q3 2014 | Q3 2014 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2014 | Q4 2014 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BANK HAPOALIM BM | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
HNP Capital LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.