Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Tortoise Investment Management, LLC | 44 | 44 | 0.14% | 0.40% | 0.88% | Q4 2012 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.02% | 0.08% | 0.20% | Q4 2012 | Q3 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.00% | 0.17% | 0.45% | Q4 2012 | Q3 2023 | 44 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 0.07% | 0.16% | 0.42% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.16% | 0.91% | 1.54% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.06% | 1.56% | 4.56% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Efficient Advisors, LLC | 42 | 42 | 0.11% | 7.08% | 11.90% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Camelot Portfolios, LLC | 42 | 42 | 0.16% | 0.44% | 0.94% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.10% | 0.33% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.00% | 0.03% | 0.09% | Q1 2013 | Q3 2023 | 42 |
Carlson Capital Management | 42 | 42 | 0.33% | 2.01% | 3.00% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.12% | 0.20% | 0.43% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.01% | 1.06% | 2.39% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 30 | 2 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 40 |
M&T BANK CORP | 25 | 15 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.43% | 1.16% | 1.87% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.44% | 1.15% | 2.11% | Q4 2013 | Q3 2023 | 40 |
Telos Capital Management, Inc. | 39 | 39 | 0.20% | 0.77% | 1.09% | Q1 2014 | Q3 2023 | 39 |
One Capital Management, LLC | 39 | 39 | 0.03% | 0.69% | 2.28% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.00% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
D'Orazio & Associates, Inc. | 39 | 39 | 0.08% | 0.16% | 0.28% | Q1 2014 | Q3 2023 | 39 |
BESSEMER GROUP INC | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2022 | 38 |
RAYMOND JAMES & ASSOCIATES | 34 | 2 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.30% | 0.49% | 0.83% | Q4 2014 | Q3 2023 | 36 |
MAI Capital Management | 36 | 36 | 0.09% | 0.21% | 0.31% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 29 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
TCI Wealth Advisors, Inc. | 34 | 34 | 0.03% | 0.25% | 0.49% | Q2 2015 | Q3 2023 | 34 |
Asset Dedication, LLC | 32 | 32 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 32 |
GOLDMAN SACHS GROUP INC | 27 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q1 2022 | 32 |
ARGI Investment Services, LLC | 32 | 32 | 0.01% | 0.35% | 0.90% | Q1 2015 | Q4 2022 | 32 |
WESCAP Management Group, Inc. | 31 | 31 | 1.13% | 1.86% | 2.52% | Q1 2016 | Q3 2023 | 31 |
FIDUCIARY TRUST CO | 31 | 31 | 0.01% | 0.10% | 0.16% | Q2 2013 | Q4 2020 | 31 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q3 2023 | 31 |
Private Advisor Group, LLC | 28 | 1 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 31 |
Bristlecone Advisors, LLC | 21 | 10 | 0.10% | 0.20% | 0.40% | Q4 2015 | Q3 2023 | 31 |
Coastline Trust Co | 31 | 31 | 0.09% | 0.32% | 0.51% | Q4 2014 | Q2 2022 | 31 |
Geneos Wealth Management Inc. | 19 | 11 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
3D ASSET MANAGEMENT, INC | 30 | 30 | 3.03% | 6.62% | 9.40% | Q2 2013 | Q3 2020 | 30 |
Baird Financial Group, Inc. | 28 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 29 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q2 2021 | 29 |
IFP Advisors, Inc | 15 | 14 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2023 | 29 |
Advocacy Wealth Management Services, LLC | 28 | 28 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q3 2022 | 28 |
CPWM, LLC | 24 | 4 | 0.10% | 0.28% | 0.50% | Q2 2015 | Q3 2022 | 28 |
EATON VANCE MANAGEMENT | 22 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 28 |
Stratford Consulting, LLC | 28 | 28 | 0.68% | 1.34% | 2.14% | Q2 2013 | Q1 2020 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.05% | 0.26% | 0.75% | Q4 2016 | Q3 2023 | 28 |
Asset Planning Services, Ltd. | 27 | 27 | 0.78% | 1.17% | 1.55% | Q2 2015 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2019 | 27 |
CONDOR CAPITAL MANAGEMENT | 27 | 27 | 0.11% | 0.16% | 0.23% | Q2 2013 | Q4 2019 | 27 |
Marietta Wealth Management, LLC | 27 | 27 | 0.07% | 1.08% | 1.67% | Q4 2016 | Q2 2023 | 27 |
HighTower Advisors, LLC | 16 | 11 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 27 |
NTV ASSET MANAGEMENT LLC | 27 | 27 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q4 2019 | 27 |
WADE G W & INC | 24 | 1 | 0.01% | 0.10% | 0.31% | Q2 2014 | Q3 2022 | 26 |
FIFTH THIRD BANCORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
Advisory Services Network, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Neumann Capital Management, LLC | 26 | 26 | 0.72% | 1.98% | 2.92% | Q2 2017 | Q3 2023 | 26 |
J.P. Morgan Private Wealth Advisors LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
QUANTUM CAPITAL MANAGEMENT | 26 | 26 | 0.04% | 0.14% | 0.49% | Q2 2014 | Q3 2020 | 26 |
DAVENPORT & Co LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 25 |
Parkside Advisors LLC | 25 | 25 | 0.69% | 1.13% | 1.36% | Q4 2013 | Q4 2019 | 25 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 25 | 25 | 0.35% | 0.57% | 0.77% | Q3 2017 | Q3 2023 | 25 |
Parallel Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2022 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.00% | 0.02% | 0.10% | Q2 2017 | Q2 2023 | 25 |
Atria Investments, Inc | 23 | 1 | 0.02% | 0.09% | 0.19% | Q3 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
First Horizon Advisors, Inc. | 24 | 24 | 0.00% | 0.01% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Allworth Financial LP | 23 | 1 | 0.00% | 0.41% | 1.44% | Q1 2017 | Q3 2023 | 24 |
Jolley Asset Management, LLC | 24 | 24 | 0.07% | 0.20% | 0.28% | Q2 2013 | Q1 2019 | 24 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 24 | 24 | 3.94% | 4.63% | 6.99% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 0.45% | 1.20% | 2.20% | Q4 2017 | Q3 2023 | 24 |
Horan Securities, Inc. | 11 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 24 |
NORTHERN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.12% | 0.27% | 0.54% | Q2 2013 | Q4 2018 | 23 |
FMR LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q2 2022 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
BEACON FINANCIAL GROUP | 23 | 23 | 0.04% | 0.48% | 0.63% | Q4 2017 | Q2 2023 | 23 |
Financial Architects, Inc | 18 | 5 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q2 2020 | 23 |
Whitnell & Co. | 14 | 8 | 0.01% | 0.58% | 1.20% | Q2 2013 | Q4 2019 | 22 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 22 |
Chicago Partners Investment Group LLC | 16 | 1 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 3 | 0.00% | 0.07% | 0.14% | Q2 2014 | Q1 2021 | 21 |
Shoker Investment Counsel, Inc. | 21 | 21 | 0.22% | 0.46% | 0.64% | Q1 2014 | Q1 2019 | 21 |
Mosaic Financial Partners, Inc. | 21 | 21 | 0.57% | 1.24% | 1.89% | Q2 2013 | Q2 2018 | 21 |
FLOW TRADERS U.S. LLC | 11 | 1 | 0.00% | 0.15% | 0.62% | Q2 2016 | Q3 2023 | 21 |
Lester Murray Antman dba SimplyRich | 8 | 5 | 0.17% | 0.49% | 1.45% | Q4 2017 | Q2 2023 | 21 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 16 | 1 | 0.10% | 1.60% | 4.50% | Q4 2014 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
HOWE & RUSLING INC | 21 | 21 | 0.00% | 0.05% | 0.14% | Q2 2018 | Q2 2023 | 21 |
WEDBUSH SECURITIES INC | 7 | 3 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q2 2023 | 21 |
Cetera Advisors LLC | 7 | 1 | 0.01% | 0.07% | 0.28% | Q2 2013 | Q1 2021 | 21 |
HEARTLAND ADVISORS INC | 21 | 21 | 0.04% | 0.27% | 0.48% | Q3 2018 | Q3 2023 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
CAHILL FINANCIAL ADVISORS INC | 20 | 20 | 0.07% | 0.21% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.65% | 0.87% | 1.31% | Q4 2018 | Q3 2023 | 20 |
StrategIQ Financial Group, LLC | 20 | 20 | 0.18% | 0.57% | 1.19% | Q4 2018 | Q3 2023 | 20 |
RITHOLTZ WEALTH MANAGEMENT | 20 | 20 | 0.07% | 0.47% | 3.03% | Q4 2018 | Q3 2023 | 20 |
Capital Advantage, Inc. | 20 | 20 | 1.43% | 2.13% | 3.29% | Q2 2014 | Q1 2019 | 20 |
Wealth Architects, LLC | 20 | 20 | 0.25% | 0.57% | 1.02% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Elwood & Goetz Wealth Advisory Group, LLC | 20 | 20 | 0.77% | 1.30% | 2.01% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 19 |
Barber Financial Group, Inc. | 18 | 1 | 0.04% | 0.90% | 1.41% | Q1 2018 | Q1 2023 | 19 |
SIGNET FINANCIAL MANAGEMENT, LLC | 18 | 1 | 0.03% | 0.11% | 0.28% | Q1 2018 | Q1 2023 | 19 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19 | 19 | 0.02% | 2.96% | 11.05% | Q4 2013 | Q2 2018 | 19 |
Global Retirement Partners, LLC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
ASSETMARK, INC | 10 | 8 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q4 2022 | 18 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.12% | 0.18% | Q2 2013 | Q3 2017 | 18 |
Sargent Bickham Lagudis LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2022 | 18 |
Private Vista, LLC | 18 | 18 | 0.11% | 2.08% | 5.92% | Q4 2015 | Q1 2020 | 18 |
Ironsides Asset Advisors, LLC | 18 | 18 | 0.10% | 0.37% | 0.71% | Q2 2014 | Q3 2018 | 18 |
AlphaMark Advisors, LLC | 17 | 17 | 0.01% | 0.05% | 0.10% | Q2 2017 | Q2 2021 | 17 |
BLAIR WILLIAM & CO/IL | 12 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 17 |
NORTHERN TRUST CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 17 |
SVA Wealth Management, LLC | 17 | 17 | 0.05% | 0.31% | 1.05% | Q1 2014 | Q1 2018 | 17 |
Sandy Spring Bank | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2019 | 17 |
CWM, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Family Legacy, Inc. | 15 | 2 | 0.19% | 0.22% | 0.25% | Q1 2017 | Q2 2021 | 17 |
M Holdings Securities, Inc. | 10 | 1 | 0.04% | 1.12% | 1.98% | Q3 2014 | Q2 2023 | 17 |
CALTON & ASSOCIATES, INC. | 12 | 2 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q2 2023 | 17 |
Ruggie Capital Group | 14 | 1 | 0.11% | 0.21% | 0.64% | Q4 2014 | Q2 2019 | 17 |
Cordasco Financial Network | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Savant Capital, LLC | 16 | 16 | 0.38% | 2.89% | 5.42% | Q4 2019 | Q3 2023 | 16 |
COLONY GROUP LLC | 7 | 4 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2022 | 16 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.09% | 0.30% | Q4 2014 | Q3 2023 | 16 |
Ahrens Investment Partners LLC | 8 | 1 | 0.05% | 0.11% | 0.17% | Q4 2016 | Q1 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.10% | 0.32% | 0.88% | Q4 2019 | Q3 2023 | 16 |
Gemmer Asset Management LLC | 15 | 1 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q1 2019 | 16 |
Meridian Financial Partners LLC | 10 | 6 | 0.21% | 3.10% | 9.45% | Q4 2018 | Q3 2023 | 16 |
Larson Financial Group LLC | 16 | 16 | 0.01% | 1.36% | 4.10% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Independence Bank of Kentucky | 15 | 15 | 0.03% | 0.06% | 0.09% | Q3 2019 | Q1 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 15 |
Live Your Vision, LLC | 15 | 15 | 0.13% | 0.26% | 0.42% | Q3 2015 | Q1 2019 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
American Research & Management Co. | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2022 | 15 |
Great Point Wealth Advisors, LLC | 15 | 15 | 1.50% | 3.62% | 6.89% | Q1 2020 | Q3 2023 | 15 |
RFG Advisory, LLC | 14 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Edgemoor Investment Advisors, Inc. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q3 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2017 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2022 | 15 |
Modera Wealth Management, LLC | 15 | 15 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 15 |
BROWN ADVISORY INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
Qube Research & Technologies Ltd | 10 | 1 | 0.00% | 0.02% | 0.18% | Q4 2019 | Q3 2023 | 14 |
RPG Investment Advisory, LLC | 14 | 14 | 0.90% | 1.09% | 1.34% | Q2 2018 | Q3 2021 | 14 |
Continuum Advisory, LLC | 14 | 14 | 0.23% | 0.33% | 0.43% | Q1 2018 | Q2 2021 | 14 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 14 |
LINCOLN NATIONAL CORP | 14 | 14 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2020 | 14 |
SouthState Corp | 14 | 14 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q3 2016 | 14 |
LexAurum Advisors, LLC | 11 | 3 | 0.06% | 0.18% | 0.34% | Q4 2017 | Q4 2021 | 14 |
Selective Wealth Management, Inc. | 14 | 14 | 0.08% | 0.23% | 0.61% | Q2 2019 | Q3 2022 | 14 |
Winning Points Advisors, LLC | 12 | 1 | 0.25% | 0.31% | 0.34% | Q1 2017 | Q4 2021 | 13 |
Truadvice, LLC | 13 | 13 | 0.21% | 0.45% | 0.74% | Q3 2020 | Q3 2023 | 13 |
Crewe Advisors LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 13 |
WFG Advisors, LP | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.76% | 1.66% | 3.58% | Q4 2020 | Q4 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
PARK AVENUE SECURITIES LLC | 12 | 1 | 0.01% | 0.09% | 0.18% | Q2 2020 | Q3 2023 | 13 |
Wealthspire Advisors, L.P. | 13 | 13 | 0.04% | 0.07% | 0.11% | Q2 2017 | Q2 2020 | 13 |
Baker Avenue Asset Management, LP | 5 | 1 | 0.05% | 0.13% | 0.27% | Q2 2015 | Q2 2021 | 13 |
RAYMOND JAMES TRUST N.A. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 4 | 0.00% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 13 |
MATHER GROUP, LLC. | 7 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.04% | 0.06% | 0.11% | Q4 2016 | Q4 2019 | 13 |
Johnson Financial Group, Inc. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2019 | 13 |
Wealthcare Advisory Partners LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Detwiler Fenton Investment Management LLC | 12 | 12 | 2.06% | 2.53% | 4.10% | Q3 2012 | Q2 2015 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.08% | 0.43% | Q3 2015 | Q3 2018 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
IHT Wealth Management, LLC | 7 | 1 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 12 |
Clearwater Capital Advisors, LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q4 2019 | 12 |
BSW Wealth Partners | 12 | 12 | 0.12% | 0.28% | 0.39% | Q1 2014 | Q4 2016 | 12 |
Essex Financial Services, Inc. | 6 | 1 | 0.04% | 0.08% | 0.11% | Q2 2016 | Q3 2022 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.12% | 0.41% | 0.68% | Q4 2020 | Q3 2023 | 12 |
HHG & Company, LLC | 12 | 12 | 0.30% | 0.42% | 0.54% | Q2 2013 | Q1 2016 | 12 |
RDA Financial Network | 12 | 12 | 0.23% | 0.29% | 0.37% | Q1 2019 | Q4 2021 | 12 |
SEI INVESTMENTS CO | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.02% | 0.12% | Q4 2017 | Q1 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.03% | 4.36% | 5.64% | Q4 2020 | Q3 2023 | 12 |
BINGHAM OSBORN & SCARBOROUGH LLC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2021 | 12 |
Steward Partners Investment Advisory, LLC | 10 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Prime Capital Investment Advisors, LLC | 9 | 3 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q4 2020 | 12 |
Private Ocean, LLC | 11 | 1 | 0.03% | 0.06% | 0.20% | Q4 2018 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.50% | 0.85% | 1.35% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.93% | 3.20% | 3.88% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
TRUEWEALTH LLC | 11 | 11 | 0.14% | 0.26% | 0.34% | Q4 2017 | Q2 2020 | 11 |
NEXT Financial Group, Inc | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 11 | 11 | 0.04% | 0.08% | 0.17% | Q2 2017 | Q4 2019 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 11 |
Addison Advisors LLC | 10 | 1 | 0.55% | 1.37% | 2.12% | Q4 2020 | Q3 2023 | 11 |
Laird Norton Wetherby Trust Company, LLC | 7 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 11 | 11 | 0.06% | 0.17% | 0.28% | Q2 2013 | Q4 2015 | 11 |
WealthShield Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 11 |
Miracle Mile Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
Kovitz Investment Group Partners, LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2021 | 11 |
Glassman Wealth Services | 4 | 2 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q4 2022 | 11 |
Belpointe Asset Management LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q1 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Biltmore Family Office, LLC | 10 | 10 | 0.30% | 0.53% | 0.79% | Q4 2017 | Q1 2020 | 10 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 10 | 10 | 0.18% | 0.55% | 1.03% | Q3 2017 | Q4 2019 | 10 |
BANK OF NOVA SCOTIA | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 10 |
UNITED BANK | 10 | 10 | 0.06% | 0.15% | 0.32% | Q1 2018 | Q2 2020 | 10 |
WHITTIER TRUST CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
OPTIMUM INVESTMENT ADVISORS | 7 | 3 | 0.08% | 0.17% | 0.28% | Q3 2013 | Q1 2016 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Castle Rock Wealth Management, LLC | 10 | 10 | 0.07% | 0.18% | 0.24% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Jackson Hole Capital Partners, LLC | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q1 2022 | 10 |
Unison Advisors LLC | 10 | 10 | 1.10% | 1.32% | 1.58% | Q4 2017 | Q1 2020 | 10 |
Evensky & Katz LLC | 10 | 10 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q2 2020 | 10 |
Fusion Family Wealth LLC | 10 | 10 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q2 2019 | 10 |
Summit Financial, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Vigilant Capital Management, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
MUFG Americas Holdings Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
MARCO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q2 2015 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2016 | 9 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9 | 9 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2020 | 9 |
Focused Wealth Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 9 |
RPg Family Wealth Advisory, LLC | 9 | 9 | 0.02% | 0.71% | 3.31% | Q4 2015 | Q4 2017 | 9 |
Regal Investment Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2018 | 9 |
Investors Research Corp | 9 | 9 | 0.01% | 0.24% | 0.40% | Q3 2021 | Q3 2023 | 9 |
Spectrum Management Group, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q4 2015 | 9 |
TSFG, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SeaBridge Investment Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Kingsview Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q2 2023 | 9 |
IndexIQ Advisors LLC | 9 | 9 | 0.00% | 0.07% | 0.35% | Q1 2015 | Q1 2017 | 9 |
AE Wealth Management LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.15% | 0.48% | 1.04% | Q4 2021 | Q3 2023 | 8 |
COLLECTIVE FAMILY OFFICE LLC | 8 | 8 | 0.21% | 1.19% | 2.19% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EPG Wealth Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Burt Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.30% | 0.34% | 0.36% | Q4 2021 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Winslow, Evans & Crocker, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 8 |
John W. Brooker & Co., CPAs | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Merriman Wealth Management, LLC | 3 | 1 | 0.33% | 1.04% | 1.87% | Q2 2013 | Q3 2021 | 8 |
GenTrust, LLC | 8 | 8 | 0.04% | 0.16% | 0.27% | Q4 2016 | Q3 2018 | 8 |
Betterment LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 1.53% | 1.91% | 2.19% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Freedom Investment Management, Inc. | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2020 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Equitable Holdings, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
IBERIABANK CORP | 8 | 8 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q2 2020 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.28% | 0.59% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Lattice Strategies LLC | 7 | 7 | 0.23% | 0.33% | 0.38% | Q2 2013 | Q4 2014 | 7 |
BerganKDV Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Camarda Financial Advisors, LLC | 7 | 7 | 0.02% | 0.62% | 1.59% | Q2 2016 | Q4 2017 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.11% | 0.18% | 0.26% | Q1 2022 | Q3 2023 | 7 |
CAPITAL ADVISORS INC/OK | 7 | 7 | 0.11% | 0.24% | 0.40% | Q1 2017 | Q3 2018 | 7 |
Firestone Capital Management | 6 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Bank of New York Mellon Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Lido Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
MANAGED ACCOUNT SERVICES INC | 6 | 1 | 0.09% | 0.28% | 0.38% | Q3 2018 | Q2 2020 | 7 |
Smart Money Group LLC | 6 | 1 | 0.62% | 0.94% | 1.21% | Q1 2019 | Q2 2021 | 7 |
CIBC Private Wealth Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
BlackRock Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 1.28% | 1.67% | 2.39% | Q4 2015 | Q2 2017 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.14% | 0.24% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Janney Montgomery Scott LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BOURGEON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.15% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Riverpoint Wealth Management Holdings, LLC | 7 | 7 | 0.15% | 0.17% | 0.20% | Q2 2019 | Q4 2020 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q4 2016 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
LS Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q1 2017 | 6 |
CITY HOLDING CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
ACG Wealth | 5 | 1 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q2 2022 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Pacifica Partners Inc. | 6 | 6 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q1 2023 | 6 |
Legacy Wealth Partners, Inc. | 5 | 1 | 0.49% | 0.54% | 0.57% | Q4 2019 | Q2 2021 | 6 |
Matisse Capital | 6 | 6 | 0.13% | 0.42% | 0.53% | Q4 2018 | Q1 2020 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
Mariner, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 6 |
Csenge Advisory Group | 6 | 6 | 0.53% | 0.76% | 0.84% | Q2 2022 | Q3 2023 | 6 |
Waterfront Wealth Inc. | 6 | 6 | 0.15% | 0.59% | 0.74% | Q2 2022 | Q3 2023 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bellwether Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Checchi Capital Advisers, LLC | 6 | 6 | 0.13% | 0.26% | 0.55% | Q2 2022 | Q3 2023 | 6 |
Smithfield Trust Co | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
MEANS INVESTMENT CO., INC. | 6 | 6 | 0.10% | 0.26% | 0.45% | Q4 2018 | Q1 2020 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 6 |
COMERICA SECURITIES INC | 6 | 6 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2021 | 6 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 6 |
Bray Capital Advisors | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q2 2019 | 6 |
NATIONAL PLANNING CORP | 4 | 1 | 0.02% | 0.07% | 0.16% | Q1 2014 | Q2 2017 | 6 |
1900 WEALTH MANAGEMENT LLC | 6 | 6 | 0.03% | 0.09% | 0.22% | Q4 2020 | Q1 2022 | 6 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4 | 1 | 0.04% | 0.09% | 0.21% | Q4 2019 | Q1 2022 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Placemark Investments, Inc. | 5 | 5 | 0.03% | 0.09% | 0.12% | Q4 2013 | Q4 2014 | 5 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 5 |
BARCLAYS PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Surevest, LLC | 5 | 5 | 1.70% | 1.87% | 1.94% | Q4 2018 | Q4 2019 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.04% | Q3 2016 | Q3 2017 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q4 2019 | 5 |
Crosspoint Capital Strategies, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q4 2018 | 5 |
Vantage Investment Partners, LLC | 5 | 5 | 0.36% | 0.45% | 0.58% | Q4 2017 | Q4 2018 | 5 |
Claro Advisors LLC | 4 | 1 | 0.02% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.05% | 1.25% | 2.08% | Q1 2015 | Q1 2016 | 5 |
Aspire Wealth Management Corp | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
SHELTON CAPITAL MANAGEMENT | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 5 |
Cetera Investment Advisers | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Fieldpoint Private Securities, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Apriem Advisors | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2015 | Q2 2016 | 5 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q4 2022 | 5 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 5 |
Perigon Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
NWAM LLC | 4 | 4 | 1.14% | 1.16% | 1.18% | Q1 2013 | Q4 2013 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 1.29% | 1.43% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Tillman Hartley LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Legacy Private Trust Co. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q1 2016 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q1 2019 | Q4 2019 | 4 |
Busey Bank | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
WASHINGTON TRUST BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fluent Financial, LLC | 4 | 4 | 2.60% | 2.66% | 2.77% | Q4 2017 | Q3 2018 | 4 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
My Legacy Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Paracle Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Coulter & Justus Financial Services, LLC | 3 | 1 | 2.75% | 4.05% | 5.68% | Q4 2021 | Q4 2022 | 4 |
JD Financial Services Inc. | 4 | 4 | 0.65% | 3.48% | 4.88% | Q1 2021 | Q4 2021 | 4 |
Wealthspire Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 1.30% | 1.34% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.50% | 0.54% | 0.57% | Q4 2017 | Q3 2018 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.44% | 0.49% | 0.59% | Q4 2022 | Q3 2023 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.04% | 0.15% | Q3 2015 | Q1 2022 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 1.82% | 1.95% | 2.16% | Q4 2022 | Q3 2023 | 4 |
EXANE DERIVATIVES | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q1 2022 | 4 |
Avior Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.21% | 0.28% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Voya Financial Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2017 | Q3 2017 | 3 |
Whitaker-Myers Wealth Managers, LTD. | 3 | 3 | 3.95% | 4.57% | 4.98% | Q4 2022 | Q2 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Adero Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 3 |
Platform Technology Partners | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2020 | Q4 2020 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
GLENMEDE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 3 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.72% | 0.80% | 0.87% | Q1 2023 | Q3 2023 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 1 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q4 2019 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Capital One Investing, Inc. | 2 | 1 | 0.20% | 0.26% | 0.32% | Q4 2018 | Q3 2019 | 3 |
Intellectus Partners, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 3 |
SteelBridge Private Wealth Advisors LLC | 3 | 3 | 0.99% | 1.01% | 1.05% | Q4 2016 | Q2 2017 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 2.60% | 2.73% | 2.94% | Q1 2023 | Q3 2023 | 3 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
WEALTHFRONT Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Baker Ellis Asset Management LLC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2022 | 3 |
Key FInancial Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.15% | 0.17% | 0.19% | Q2 2020 | Q1 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 1.36% | 1.47% | 1.57% | Q1 2018 | Q3 2018 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q2 2019 | Q4 2019 | 3 |
Long Wharf Investors, Inc. | 3 | 3 | 0.57% | 0.77% | 1.15% | Q2 2013 | Q4 2013 | 3 |
PATTON ALBERTSON MILLER GROUP, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.21% | 0.28% | 0.37% | Q4 2022 | Q3 2023 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q4 2019 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 2 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.11% | 0.21% | 0.31% | Q4 2015 | Q1 2016 | 2 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q4 2021 | 2 |
First Ascent Asset Management, LLC | 2 | 2 | 0.16% | 0.30% | 0.44% | Q2 2020 | Q3 2020 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2020 | 2 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.20% | 0.23% | 0.26% | Q1 2020 | Q2 2020 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2022 | Q3 2022 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 1.32% | 1.34% | 1.36% | Q4 2022 | Q1 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
FinTrust Investment Advisory Services, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2017 | Q1 2018 | 2 |
Townsend & Associates, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Jordan Park Group LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.10% | 0.12% | 0.14% | Q3 2019 | Q4 2019 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2022 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2014 | 2 |
First PREMIER Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
CFO4Life, L.P. | 2 | 2 | 1.46% | 1.52% | 1.58% | Q1 2015 | Q2 2015 | 2 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Creative Capital Management Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2018 | Q1 2019 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.34% | 0.36% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
REDMONT WEALTH ADVISORS LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2021 | Q1 2022 | 2 |
WIPFLI FINANCIAL ADVISORS LLC, | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2022 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 2 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.39% | 0.42% | 0.46% | Q2 2022 | Q3 2022 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Charles Schwab Trust Co | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2019 | Q4 2019 | 2 |
Stevard, LLC | 2 | 2 | 5.82% | 7.27% | 8.72% | Q4 2019 | Q1 2020 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.36% | 0.42% | 0.47% | Q2 2023 | Q3 2023 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Shore Point Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Oxinas Partners Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
VICUS CAPITAL | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2015 | Q4 2015 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Price Wealth, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2020 | Q1 2020 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lucia Wealth Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Sigma Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Total Wealth Planning, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Lantz Financial LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2019 | Q4 2019 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Huber Financial Advisors, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Keystone Financial Planning, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2013 | Q4 2013 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TFG Advisers 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 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2016 | Q1 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
Abacus Planning Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BCS Wealth Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Altrius Capital Management Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
West Branch Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2010 | 1 |
NewFocus Financial Group, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2014 | Q4 2014 | 1 |
Autus Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Roth Financial Partners LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
INVENIO WEALTH PARTNERS LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Osbon Capital Management LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q2 2019 | Q2 2019 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CIDEL ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
New World Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
HWG Holdings LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Planning Solutions Group LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.