Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UBS Group AG | 23 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 14 | 2 | 0.00% | 0.01% | 0.07% | Q3 2016 | Q3 2023 | 26 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.07% | 0.27% | Q3 2017 | Q3 2023 | 25 |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
ROYAL BANK OF CANADA | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Raymond James Financial Services Advisors, Inc. | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
MORGAN STANLEY | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Financial Advocates Investment Management | 23 | 23 | 0.07% | 0.20% | 0.30% | Q1 2018 | Q3 2023 | 23 |
IFP Advisors, Inc | 17 | 5 | 0.00% | 0.07% | 0.25% | Q4 2017 | Q3 2023 | 22 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 7 | 0.00% | 0.10% | 0.49% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 21 | 21 | 0.01% | 0.06% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.01% | 0.27% | 0.61% | Q3 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
Vista Private Wealth Partners. LLC | 20 | 20 | 0.18% | 0.55% | 0.89% | Q4 2018 | Q3 2023 | 20 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Harel Insurance Investments & Financial Services Ltd. | 13 | 3 | 0.00% | 2.15% | 4.34% | Q1 2018 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 20 |
IHT Wealth Management, LLC | 20 | 20 | 0.04% | 0.09% | 0.23% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
TOMPKINS FINANCIAL CORP | 10 | 10 | 0.11% | 2.87% | 5.03% | Q4 2018 | Q4 2023 | 20 |
RFG Advisory, LLC | 19 | 19 | 0.02% | 0.09% | 0.25% | Q1 2019 | Q3 2023 | 19 |
Keystone Financial Group | 17 | 2 | 0.04% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 19 |
Segment Wealth Management, LLC | 19 | 19 | 0.07% | 0.69% | 1.24% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 16 | 2 | 0.00% | 0.10% | 0.29% | Q2 2018 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 12 | 2 | 0.01% | 0.06% | 0.17% | Q3 2018 | Q1 2023 | 17 |
Montecito Bank & Trust | 15 | 1 | 0.06% | 0.16% | 0.26% | Q2 2018 | Q4 2023 | 17 |
OLD MISSION CAPITAL LLC | 11 | 1 | 0.01% | 0.61% | 2.48% | Q1 2017 | Q3 2023 | 17 |
FMR LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
Frontier Wealth Management LLC | 16 | 16 | 0.00% | 0.10% | 0.53% | Q2 2018 | Q1 2022 | 16 |
ESL Trust Services, LLC | 16 | 16 | 4.24% | 7.28% | 9.77% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Clal Insurance Enterprises Holdings Ltd | 16 | 16 | 0.60% | 1.07% | 2.36% | Q4 2019 | Q3 2023 | 16 |
Beaumont Financial Partners, LLC | 16 | 16 | 0.05% | 0.73% | 2.06% | Q4 2018 | Q3 2022 | 16 |
Valmark Advisers, Inc. | 15 | 15 | 0.01% | 1.09% | 1.64% | Q1 2020 | Q3 2023 | 15 |
WEBSTER BANK, N. A. | 15 | 15 | 0.02% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 15 | 15 | 0.07% | 0.14% | 0.34% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.05% | 0.15% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 14 | 1 | 0.01% | 0.07% | 0.16% | Q3 2019 | Q3 2023 | 15 |
EVERMAY WEALTH MANAGEMENT LLC | 15 | 15 | 0.38% | 1.73% | 3.11% | Q1 2020 | Q3 2023 | 15 |
WealthPLAN Partners, LLC | 10 | 5 | 0.03% | 1.56% | 2.87% | Q4 2019 | Q4 2023 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
HOWARD FINANCIAL SERVICES, LTD. | 15 | 15 | 0.71% | 2.79% | 3.86% | Q1 2020 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 15 | 15 | 0.02% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 15 |
WESCAP Management Group, Inc. | 15 | 15 | 1.91% | 3.32% | 4.44% | Q1 2020 | Q3 2023 | 15 |
MBE Wealth Management, LLC | 15 | 15 | 0.25% | 2.26% | 5.97% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 15 | 15 | 0.11% | 0.44% | 0.85% | Q1 2020 | Q3 2023 | 15 |
Procyon Advisors, LLC | 15 | 15 | 0.20% | 1.28% | 2.54% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
WHITE PINE CAPITAL LLC | 14 | 14 | 0.08% | 0.17% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Migdal Insurance & Financial Holdings Ltd. | 14 | 14 | 0.73% | 1.07% | 1.32% | Q4 2019 | Q1 2023 | 14 |
Horst & Graben Wealth Management LLC | 14 | 14 | 0.06% | 1.60% | 4.00% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 14 | 14 | 0.05% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
CLIENT 1ST ADVISORY GROUP, LLC | 14 | 14 | 0.88% | 3.46% | 6.02% | Q2 2020 | Q3 2023 | 14 |
Csenge Advisory Group | 14 | 14 | 0.01% | 0.13% | 0.38% | Q1 2020 | Q2 2023 | 14 |
XML Financial, LLC | 14 | 14 | 0.11% | 0.19% | 0.58% | Q2 2020 | Q3 2023 | 14 |
Exchange Capital Management, Inc. | 14 | 14 | 0.14% | 0.22% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Mendel Money Management | 14 | 14 | 0.27% | 0.38% | 0.54% | Q2 2020 | Q3 2023 | 14 |
BOSTON FINANCIAL MANGEMENT LLC | 14 | 14 | 0.14% | 0.56% | 0.88% | Q2 2020 | Q3 2023 | 14 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Avidian Wealth Solutions, LLC | 14 | 14 | 0.03% | 0.38% | 0.80% | Q2 2020 | Q3 2023 | 14 |
Strategic Blueprint, LLC | 14 | 14 | 0.18% | 0.99% | 2.33% | Q2 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Mutual Advisors, LLC | 13 | 13 | 0.02% | 0.13% | 0.65% | Q2 2020 | Q2 2023 | 13 |
Perigon Wealth Management, LLC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q3 2011 | Q3 2023 | 13 |
Capital Advisors, Ltd. LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 13 |
BANK OF NOVA SCOTIA | 12 | 12 | 0.00% | 0.09% | 0.60% | Q4 2020 | Q3 2023 | 13 |
AMERIPRISE FINANCIAL INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CONDOR CAPITAL MANAGEMENT | 13 | 13 | 0.03% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Elwood & Goetz Wealth Advisory Group, LLC | 13 | 13 | 2.65% | 3.11% | 3.60% | Q3 2020 | Q3 2023 | 13 |
FLOW TRADERS U.S. LLC | 10 | 1 | 0.00% | 0.62% | 3.00% | Q4 2018 | Q3 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.19% | 0.69% | 1.85% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.06% | 0.18% | Q1 2018 | Q4 2021 | 13 |
HARBOR ADVISORY CORP /MA/ | 12 | 12 | 0.10% | 0.33% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 12 |
Stewardship Advisors, LLC | 12 | 12 | 1.22% | 2.99% | 5.48% | Q4 2020 | Q3 2023 | 12 |
Avior Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Ayalon Insurance Comp Ltd. | 12 | 12 | 0.02% | 0.09% | 0.35% | Q4 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Creative Planning | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 12 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12 | 12 | 1.42% | 2.37% | 4.36% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 12 | 12 | 0.01% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Estate Counselors, LLC | 12 | 12 | 0.56% | 1.00% | 1.32% | Q1 2020 | Q4 2022 | 12 |
Retirement Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.10% | 0.37% | 1.10% | Q4 2020 | Q3 2023 | 12 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Advisory Services Network, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 12 |
FIRST FINANCIAL CORP /IN/ | 12 | 12 | 0.01% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Western Wealth Management, LLC | 8 | 4 | 0.03% | 0.06% | 0.14% | Q3 2020 | Q3 2023 | 12 |
PINNACLE FINANCIAL PARTNERS INC | 12 | 12 | 0.07% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Compass Ion Advisors, LLC | 12 | 12 | 1.34% | 2.60% | 4.34% | Q3 2020 | Q2 2023 | 12 |
Aspire Private Capital, LLC | 12 | 12 | 0.00% | 0.07% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Legacy Financial Group LLC | 12 | 12 | 2.46% | 3.62% | 4.50% | Q4 2020 | Q3 2023 | 12 |
WealthShield Partners, LLC | 5 | 1 | 0.00% | 0.85% | 1.99% | Q1 2018 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Janney Montgomery Scott LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Full Sail Capital, LLC | 12 | 12 | 0.03% | 1.25% | 2.16% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 11 | 1 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q2 2022 | 12 |
STEPHENS INC /AR/ | 6 | 6 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q4 2021 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.34% | 0.62% | 0.78% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 12 |
ShoreHaven Wealth Partners, LLC | 11 | 11 | 0.44% | 2.87% | 4.24% | Q4 2020 | Q2 2023 | 11 |
Fernwood Investment Management, LLC | 11 | 11 | 0.08% | 0.16% | 0.20% | Q3 2020 | Q1 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Cedar Wealth Management, LLC | 11 | 11 | 0.00% | 0.07% | 0.11% | Q1 2020 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q2 2023 | 11 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 11 | 11 | 0.00% | 0.08% | 0.23% | Q1 2021 | Q3 2023 | 11 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FIFTH THIRD SECURITIES, INC. | 6 | 5 | 0.04% | 0.12% | 0.33% | Q4 2020 | Q3 2023 | 11 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 0.92% | 1.56% | 1.99% | Q1 2020 | Q3 2022 | 11 |
WOODMONT INVESTMENT COUNSEL LLC | 11 | 11 | 0.12% | 0.34% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Clark Capital Management Group, Inc. | 10 | 1 | 0.01% | 0.07% | 0.20% | Q2 2019 | Q1 2022 | 11 |
TRUIST FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Argent Trust Co | 11 | 11 | 0.05% | 0.10% | 0.12% | Q1 2020 | Q3 2022 | 11 |
Clearwater Capital Advisors, LLC | 11 | 11 | 0.57% | 0.91% | 1.36% | Q1 2021 | Q3 2023 | 11 |
WADDELL & ASSOCIATES, LLC | 11 | 11 | 0.04% | 2.56% | 6.19% | Q1 2020 | Q3 2022 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.04% | 1.10% | 2.64% | Q4 2020 | Q2 2023 | 11 |
Fermata Advisors, LLC | 11 | 11 | 1.11% | 2.84% | 7.83% | Q1 2021 | Q3 2023 | 11 |
Kalos Management, Inc. | 10 | 1 | 0.02% | 0.33% | 0.49% | Q3 2019 | Q1 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 1.24% | 3.10% | Q4 2020 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
CENTAURUS FINANCIAL, INC. | 11 | 11 | 0.01% | 0.11% | 0.23% | Q3 2020 | Q1 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.05% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q4 2022 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.01% | 0.25% | 0.71% | Q1 2021 | Q3 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.01% | 0.66% | 1.18% | Q1 2021 | Q3 2023 | 11 |
Hochman Cole Investment Advisors, Inc. | 10 | 10 | 0.13% | 0.22% | 0.25% | Q2 2019 | Q3 2021 | 10 |
Mengis Capital Management, Inc. | 10 | 10 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q3 2023 | 10 |
Sightline Wealth Advisors, LLC | 8 | 2 | 0.26% | 1.13% | 1.44% | Q4 2020 | Q3 2023 | 10 |
Professional Financial Advisors, LLC | 10 | 10 | 0.04% | 0.72% | 1.21% | Q4 2020 | Q1 2023 | 10 |
Mayflower Financial Advisors, LLC | 10 | 10 | 0.04% | 0.48% | 1.07% | Q2 2021 | Q3 2023 | 10 |
IAG Wealth Partners, LLC | 9 | 1 | 0.01% | 0.15% | 0.34% | Q4 2019 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Aprio Wealth Management, LLC | 10 | 10 | 0.09% | 0.78% | 3.10% | Q2 2021 | Q3 2023 | 10 |
55I, LLC | 10 | 10 | 0.04% | 0.82% | 2.10% | Q2 2020 | Q3 2022 | 10 |
TSFG, LLC | 10 | 10 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
CITIGROUP INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 0.03% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 9 | 1 | 0.60% | 1.69% | 2.35% | Q3 2018 | Q1 2022 | 10 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.03% | 0.32% | 0.93% | Q4 2018 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.09% | 0.49% | Q1 2021 | Q3 2023 | 10 |
PRUDENTIAL FINANCIAL INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Beaumont Capital Management, LLC | 7 | 2 | 1.08% | 3.07% | 5.47% | Q4 2020 | Q2 2023 | 9 |
Surevest, LLC | 5 | 4 | 0.02% | 0.54% | 1.54% | Q4 2018 | Q3 2022 | 9 |
WHITTIER TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.18% | 0.45% | 0.73% | Q3 2021 | Q3 2023 | 9 |
Corbenic Partners LLC | 9 | 9 | 0.05% | 0.86% | 1.46% | Q2 2020 | Q2 2022 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 9 | 9 | 10.95% | 14.23% | 19.17% | Q4 2018 | Q4 2020 | 9 |
FLC Capital Advisors | 9 | 9 | 0.44% | 0.66% | 0.94% | Q3 2020 | Q3 2022 | 9 |
Cetera Investment Advisers | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
SHEETS SMITH WEALTH MANAGEMENT | 7 | 1 | 0.00% | 0.24% | 0.43% | Q1 2020 | Q3 2023 | 9 |
Financial Management Professionals, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MFA WEALTH ADVISORS, LLC | 9 | 9 | 0.18% | 4.33% | 7.68% | Q1 2020 | Q1 2022 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Golden State Equity Partners | 6 | 3 | 0.09% | 0.64% | 1.50% | Q4 2020 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Fortis Advisors, LLC | 9 | 9 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q1 2023 | 9 |
Castleview Partners, LLC | 7 | 1 | 0.00% | 0.53% | 3.89% | Q1 2018 | Q2 2023 | 9 |
Lee Financial Co | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Hanson & Doremus Investment Management | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Austin Private Wealth, LLC | 9 | 9 | 0.06% | 1.07% | 1.85% | Q2 2020 | Q2 2022 | 9 |
Ellis Investment Partners, LLC | 9 | 9 | 0.12% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 9 |
BANK OF MONTREAL /CAN/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Transamerica Financial Advisors, Inc. | 9 | 9 | 1.23% | 1.95% | 3.32% | Q3 2021 | Q3 2023 | 9 |
Bouchey Financial Group Ltd | 9 | 9 | 1.87% | 2.71% | 4.10% | Q1 2018 | Q1 2020 | 9 |
Treynor Bancshares, Inc. | 8 | 8 | 0.43% | 0.51% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Capstone Triton Financial Group, LLC | 8 | 8 | 0.28% | 0.70% | 2.42% | Q4 2020 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
CERTUITY, LLC | 7 | 7 | 0.01% | 0.12% | 0.25% | Q1 2022 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 1.87% | 2.73% | 6.41% | Q4 2021 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Sowell Financial Services LLC | 5 | 1 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 8 |
Coyle Financial Counsel LLC | 8 | 8 | 1.14% | 4.80% | 5.69% | Q1 2020 | Q4 2021 | 8 |
Ballentine Partners, LLC | 8 | 8 | 0.03% | 0.27% | 0.74% | Q1 2021 | Q4 2022 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 8 |
Mason & Associates Inc | 8 | 8 | 0.07% | 0.75% | 3.20% | Q4 2021 | Q3 2023 | 8 |
VIVID FINANCIAL MANAGEMENT, INC. | 7 | 1 | 0.71% | 3.70% | 5.48% | Q4 2019 | Q4 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Princeton Global Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.28% | 0.89% | 1.71% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.11% | 0.85% | 1.36% | Q4 2021 | Q3 2023 | 8 |
SFI Advisors, LLC | 8 | 8 | 0.82% | 1.37% | 1.84% | Q4 2021 | Q3 2023 | 8 |
Golden State Wealth Management, LLC | 4 | 1 | 0.01% | 0.10% | 0.26% | Q2 2019 | Q1 2022 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 0.72% | 1.04% | 1.32% | Q4 2021 | Q3 2023 | 8 |
FDx Advisors, Inc. | 8 | 8 | 0.08% | 0.25% | 0.46% | Q4 2021 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 0.32% | 0.51% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Copperleaf Capital, LLC | 8 | 8 | 0.30% | 1.70% | 2.11% | Q4 2020 | Q3 2022 | 8 |
Betterment LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 1.36% | 1.48% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Cooper Financial Group | 8 | 8 | 0.14% | 2.14% | 3.10% | Q2 2020 | Q1 2022 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 8 | 0.25% | 0.42% | 0.63% | Q2 2021 | Q1 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.01% | 0.87% | 3.59% | Q1 2021 | Q4 2022 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 2.05% | 2.48% | 2.90% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Advisors, LLC | 8 | 8 | 0.09% | 0.17% | 0.26% | Q2 2020 | Q1 2022 | 8 |
Spectrum Management Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
ETF Store, Inc. | 8 | 8 | 1.53% | 2.59% | 3.36% | Q4 2021 | Q3 2023 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.01% | 0.21% | 0.43% | Q4 2021 | Q3 2023 | 8 |
ACG Wealth | 7 | 1 | 0.00% | 0.07% | 0.09% | Q3 2018 | Q2 2022 | 8 |
Financial Advantage, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.75% | 3.11% | Q4 2021 | Q3 2023 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 7.43% | 8.95% | 12.73% | Q4 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 3.21% | 4.55% | 5.69% | Q4 2021 | Q3 2023 | 8 |
McLean Asset Management Corp | 8 | 8 | 0.08% | 0.14% | 0.22% | Q4 2020 | Q3 2022 | 8 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.02% | 0.09% | 0.17% | Q3 2021 | Q2 2023 | 8 |
Capital Investment Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DeGreen Capital Management LLC | 7 | 1 | 4.95% | 6.02% | 7.05% | Q3 2018 | Q3 2021 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 1 | 0.04% | 0.11% | 0.17% | Q2 2020 | Q3 2022 | 8 |
Physician Wealth Advisors, Inc. | 8 | 8 | 0.10% | 1.17% | 1.87% | Q4 2020 | Q3 2022 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Refined Wealth Management | 7 | 7 | 3.09% | 3.41% | 3.65% | Q1 2022 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.09% | 0.12% | 0.16% | Q3 2020 | Q1 2022 | 7 |
One Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.90% | 1.62% | Q4 2020 | Q4 2022 | 7 |
Tower Research Capital LLC (TRC) | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 7 |
Southern Farm Bureau Life Insurance | 7 | 7 | 0.81% | 1.66% | 2.14% | Q1 2021 | Q3 2022 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.28% | 0.50% | 1.62% | Q1 2022 | Q3 2023 | 7 |
Partnervest Advisory Services LLC | 4 | 3 | 0.08% | 0.16% | 0.26% | Q1 2018 | Q3 2020 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 3 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q1 2022 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 0.08% | 0.17% | 0.27% | Q3 2020 | Q1 2022 | 7 |
CONNORS INVESTOR SERVICES INC | 7 | 7 | 0.24% | 0.28% | 0.30% | Q1 2021 | Q3 2022 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.01% | 0.17% | 0.89% | Q1 2022 | Q4 2023 | 7 |
Beacon Financial Advisory LLC | 7 | 7 | 0.15% | 0.22% | 0.32% | Q3 2020 | Q1 2022 | 7 |
Cordasco Financial Network | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
TCG Advisory Services, LLC | 6 | 1 | 1.18% | 1.36% | 1.51% | Q2 2021 | Q1 2023 | 7 |
Revolve Wealth Partners, LLC | 7 | 7 | 0.09% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Leicht Financial Planning & Wealth Management, Inc. | 7 | 7 | 0.24% | 2.53% | 4.15% | Q4 2019 | Q2 2021 | 7 |
Wealthcare Advisory Partners LLC | 7 | 7 | 0.01% | 0.07% | 0.14% | Q4 2020 | Q2 2022 | 7 |
Atria Investments, Inc | 4 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
Stonebridge Capital Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Seascape Capital Management | 7 | 7 | 2.84% | 4.41% | 6.33% | Q4 2019 | Q2 2021 | 7 |
Brinker Capital Investments, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 7 |
Merit Financial Group, LLC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 7 |
Fortress Wealth Management, Inc. | 7 | 7 | 0.16% | 0.99% | 1.71% | Q1 2022 | Q3 2023 | 7 |
Intelligence Driven Advisers, LLC | 7 | 7 | 0.28% | 0.83% | 1.26% | Q4 2018 | Q2 2020 | 7 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.10% | 0.32% | Q3 2021 | Q3 2023 | 7 |
Colonial River Wealth Management, LLC | 7 | 7 | 0.14% | 0.33% | 0.77% | Q4 2020 | Q2 2022 | 7 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Archford Capital Strategies, LLC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2021 | 6 |
Optas, LLC | 6 | 6 | 0.06% | 0.67% | 1.04% | Q4 2020 | Q1 2022 | 6 |
Spectrum Planning & Advisory Services Inc. | 6 | 6 | 1.78% | 2.87% | 3.79% | Q4 2020 | Q1 2022 | 6 |
CABOT WEALTH MANAGEMENT INC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Pensionmark Financial Group, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Blue Edge Capital, LLC | 6 | 6 | 0.05% | 0.65% | 0.98% | Q4 2020 | Q1 2022 | 6 |
Van Hulzen Asset Management, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q2 2022 | 6 |
BADGLEY PHELPS & BELL INC | 6 | 6 | 0.02% | 0.47% | 0.79% | Q1 2020 | Q2 2021 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
BEACON FINANCIAL GROUP | 6 | 6 | 0.06% | 0.14% | 0.23% | Q4 2020 | Q1 2022 | 6 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.53% | 1.29% | Q1 2021 | Q3 2023 | 6 |
USAdvisors Wealth Management, LLC | 6 | 6 | 0.11% | 0.15% | 0.20% | Q4 2020 | Q1 2022 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Midwest Heritage Bank, FSB | 6 | 6 | 0.18% | 0.53% | 1.11% | Q4 2021 | Q1 2023 | 6 |
Lloyd Advisory Services, LLC. | 6 | 6 | 0.00% | 0.08% | 0.17% | Q4 2020 | Q1 2022 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ASSETMARK, INC | 6 | 6 | 0.00% | 0.13% | 0.75% | Q3 2020 | Q4 2021 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.07% | 0.16% | 0.32% | Q4 2020 | Q1 2022 | 6 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.01% | 0.12% | 0.20% | Q3 2020 | Q4 2021 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
JT Stratford LLC | 6 | 6 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q1 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.07% | 0.17% | 0.42% | Q2 2021 | Q4 2022 | 6 |
Modera Wealth Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 2 | 0.07% | 0.36% | 0.60% | Q2 2021 | Q2 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.13% | 0.36% | 0.73% | Q3 2020 | Q4 2021 | 6 |
MCF Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CAHILL FINANCIAL ADVISORS INC | 6 | 6 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q2 2022 | 6 |
Phoenix Holdings Ltd. | 6 | 6 | 0.23% | 0.39% | 0.66% | Q4 2020 | Q1 2022 | 6 |
Sheaff Brock Investment Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Insight Wealth Strategies, LLC | 5 | 5 | 0.04% | 0.14% | 0.21% | Q3 2020 | Q3 2021 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.01% | 0.15% | 0.30% | Q3 2020 | Q3 2021 | 5 |
TD Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
HBW ADVISORY SERVICES LLC | 5 | 5 | 0.08% | 0.15% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Investors Financial Group, LLC | 5 | 5 | 0.19% | 0.32% | 0.46% | Q4 2020 | Q4 2021 | 5 |
QUATTRO FINANCIAL ADVISORS LLC | 5 | 5 | 0.79% | 1.27% | 1.66% | Q3 2020 | Q3 2021 | 5 |
Dakota Wealth Management | 5 | 5 | 0.02% | 0.28% | 0.67% | Q2 2021 | Q2 2022 | 5 |
PFG Advisors | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q2 2022 | 5 |
Systelligence, LLC | 5 | 5 | 0.50% | 1.52% | 3.30% | Q2 2020 | Q2 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.23% | 0.83% | 1.17% | Q3 2021 | Q3 2022 | 5 |
Collaborative Wealth Managment Inc. | 2 | 1 | 0.13% | 0.25% | 0.49% | Q1 2021 | Q1 2023 | 5 |
REDW Wealth LLC | 5 | 5 | 0.24% | 0.28% | 0.32% | Q3 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Investors Research Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Private Ocean, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
RMR Wealth Builders | 4 | 1 | 0.02% | 1.25% | 2.17% | Q1 2021 | Q3 2022 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.70% | 2.11% | 2.79% | Q2 2020 | Q2 2021 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.18% | 0.34% | 0.72% | Q3 2022 | Q3 2023 | 5 |
Royal Fund Management, LLC | 5 | 5 | 0.00% | 0.26% | 0.66% | Q4 2017 | Q4 2018 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.23% | 0.32% | 0.37% | Q2 2020 | Q3 2021 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 2 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q4 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q4 2022 | 5 |
NorthCrest Asset Manangement, LLC | 3 | 2 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 5 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 2 | 0.76% | 1.31% | 1.81% | Q4 2020 | Q1 2022 | 5 |
Pinnacle Family Advisors, LLC | 5 | 5 | 0.09% | 0.18% | 0.24% | Q4 2020 | Q4 2021 | 5 |
HSBC HOLDINGS PLC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Monument Capital Management | 4 | 1 | 0.94% | 1.46% | 2.29% | Q2 2020 | Q2 2022 | 5 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
BlackRock Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Pallas Capital Advisors LLC | 5 | 5 | 0.53% | 0.78% | 0.99% | Q3 2022 | Q3 2023 | 5 |
CFS Investment Advisory Services, LLC | 3 | 1 | 0.00% | 1.22% | 2.42% | Q4 2020 | Q3 2022 | 5 |
YHB Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
20/20 Capital Management, Inc. | 5 | 5 | 0.06% | 0.10% | 0.17% | Q2 2020 | Q2 2021 | 5 |
TFG Advisers LLC | 5 | 5 | 0.12% | 0.18% | 0.23% | Q4 2020 | Q4 2021 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.06% | 0.13% | Q3 2020 | Q3 2021 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.55% | 0.64% | 0.89% | Q1 2022 | Q1 2023 | 5 |
Tyler-Stone Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CALIBER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.48% | 0.65% | 0.78% | Q4 2020 | Q3 2021 | 4 |
JD Financial Services Inc. | 4 | 4 | 2.04% | 5.48% | 7.40% | Q1 2021 | Q4 2021 | 4 |
WESTERN FINANCIAL Corp | 3 | 1 | 0.13% | 0.14% | 0.16% | Q4 2020 | Q1 2022 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.23% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Centennial Wealth Advisory LLC | 4 | 4 | 1.08% | 1.83% | 2.19% | Q4 2020 | Q3 2021 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 1.29% | 1.45% | 1.55% | Q4 2022 | Q3 2023 | 4 |
TNF LLC | 4 | 4 | 0.13% | 0.61% | 0.82% | Q3 2021 | Q2 2022 | 4 |
Raub Brock Capital Management LP | 3 | 1 | 1.37% | 1.39% | 1.40% | Q1 2021 | Q1 2022 | 4 |
RDA Financial Network | 4 | 4 | 0.18% | 0.25% | 0.32% | Q2 2020 | Q1 2021 | 4 |
Security Financial Services, INC. | 2 | 2 | 0.06% | 0.38% | 0.74% | Q4 2021 | Q3 2023 | 4 |
TCWP LLC | 4 | 4 | 0.06% | 0.47% | 0.85% | Q4 2021 | Q3 2022 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Capital Planning Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q2 2021 | Q1 2022 | 4 |
Echo Wealth Management, LLC | 4 | 4 | 0.28% | 0.36% | 0.43% | Q4 2020 | Q3 2021 | 4 |
ARQ WEALTH ADVISORS, LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.06% | 0.15% | Q3 2019 | Q4 2020 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 1.48% | 1.97% | 2.46% | Q4 2022 | Q3 2023 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.67% | 0.95% | 1.18% | Q1 2021 | Q4 2021 | 4 |
Cypress Wealth Services, LLC | 3 | 1 | 0.08% | 0.36% | 0.58% | Q3 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.25% | 0.40% | 0.48% | Q4 2020 | Q3 2021 | 4 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.18% | 0.34% | Q1 2022 | Q4 2022 | 4 |
Grace Capital | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.20% | 0.31% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.02% | 0.07% | 0.13% | Q4 2020 | Q3 2021 | 4 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.20% | 1.52% | 3.06% | Q4 2020 | Q3 2021 | 4 |
PFS INVESTMENTS INC. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.58% | 0.66% | 0.74% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.23% | 0.31% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 1.18% | 1.32% | 1.40% | Q4 2022 | Q3 2023 | 4 |
MACRO Consulting Group | 4 | 4 | 2.51% | 2.61% | 2.72% | Q3 2020 | Q2 2021 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.37% | 0.43% | 0.58% | Q4 2019 | Q3 2020 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.28% | 0.30% | 0.33% | Q4 2020 | Q3 2021 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Outlook Wealth Advisors, LLC | 4 | 4 | 0.46% | 0.53% | 0.59% | Q4 2020 | Q3 2021 | 4 |
Bensler, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.32% | 0.45% | 0.60% | Q4 2021 | Q3 2022 | 4 |
Elevated Capital Advisors, LLC | 3 | 1 | 0.28% | 0.36% | 0.44% | Q3 2020 | Q3 2021 | 4 |
Harborview Advisors, LLC | 4 | 4 | 4.28% | 5.08% | 5.68% | Q4 2020 | Q3 2021 | 4 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q2 2021 | 4 |
Walkner Condon Financial Advisors LLC | 4 | 4 | 0.09% | 0.15% | 0.23% | Q1 2021 | Q4 2021 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Global Strategic Investment Solutions, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Astor Investment Management LLC | 4 | 4 | 3.80% | 4.09% | 4.30% | Q4 2020 | Q3 2021 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Claraphi Advisory Network, LLC | 4 | 4 | 0.65% | 0.89% | 1.17% | Q1 2022 | Q4 2022 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.11% | 0.47% | 0.67% | Q1 2021 | Q4 2021 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Morton Brown Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
SUTTON PLACE INVESTORS LLC | 3 | 3 | 0.64% | 0.84% | 0.98% | Q4 2021 | Q2 2022 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Legacy Capital Wealth Partners, LLC | 3 | 3 | 5.83% | 6.45% | 7.62% | Q4 2020 | Q2 2021 | 3 |
Sigma Planning Corp | 2 | 1 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q2 2022 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.38% | 0.40% | 0.42% | Q1 2023 | Q3 2023 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.66% | 0.68% | 0.70% | Q4 2020 | Q2 2021 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q2 2022 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
S. R. Schill & Associates | 3 | 3 | 1.62% | 1.84% | 1.96% | Q4 2020 | Q2 2021 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.14% | 0.27% | Q4 2020 | Q2 2022 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 2.21% | 2.37% | 2.57% | Q1 2023 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2021 | 3 |
WT Wealth Management | 3 | 3 | 0.56% | 0.61% | 0.65% | Q1 2021 | Q3 2021 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 1.30% | 1.34% | 1.40% | Q1 2023 | Q3 2023 | 3 |
Lavaca Capital LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Per Stirling Capital Management, LLC. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Cresset Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2021 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 5.02% | 5.28% | 5.57% | Q1 2021 | Q3 2021 | 3 |
Element Wealth, LLC | 3 | 3 | 0.17% | 0.22% | 0.26% | Q1 2022 | Q3 2022 | 3 |
Financial Futures Ltd Liability Co. | 3 | 3 | 0.32% | 1.07% | 2.24% | Q4 2021 | Q2 2022 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.58% | 0.74% | 0.96% | Q1 2023 | Q3 2023 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.72% | 0.79% | 0.88% | Q2 2020 | Q4 2020 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
NorthRock Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 3 |
Athanor Capital, LP | 3 | 3 | 0.67% | 0.97% | 1.38% | Q4 2020 | Q2 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Michael S. Ryan, Inc. | 3 | 3 | 2.36% | 3.30% | 3.91% | Q2 2023 | Q4 2023 | 3 |
NorthLanding Financial Partners, LLC | 3 | 3 | 0.35% | 0.38% | 0.42% | Q3 2022 | Q1 2023 | 3 |
Sage Advisory Services, Ltd.Co. | 3 | 3 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q1 2022 | 3 |
J.W. COLE ADVISORS, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Garde Capital, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Iron Horse Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Integrated Investment Consultants, LLC | 2 | 2 | 0.33% | 0.47% | 0.62% | Q2 2021 | Q3 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q3 2021 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.94% | 0.95% | 0.95% | Q4 2021 | Q1 2022 | 2 |
N.E.W. Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.91% | 1.00% | 1.09% | Q2 2023 | Q3 2023 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.05% | 0.11% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.62% | 0.66% | 0.71% | Q3 2021 | Q4 2021 | 2 |
Tillar-Wenstrup Advisors, LLC | 2 | 2 | 1.76% | 1.81% | 1.87% | Q1 2021 | Q2 2021 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.12% | 0.16% | Q1 2021 | Q3 2021 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WMS Partners, LLC | 2 | 2 | 0.20% | 0.44% | 0.68% | Q2 2022 | Q3 2022 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q4 2020 | Q2 2021 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.10% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 2 |
NWAM LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
BCWM, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.17% | 0.21% | 0.25% | Q1 2023 | Q2 2023 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.34% | 0.40% | 0.47% | Q4 2021 | Q1 2022 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.97% | 1.00% | 1.02% | Q1 2021 | Q2 2021 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
American Trust | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Goelzer Investment Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q2 2015 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Smart Money Group LLC | 2 | 2 | 1.32% | 1.61% | 1.91% | Q2 2020 | Q3 2020 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
West Wealth Group, LLC | 2 | 2 | 2.71% | 2.95% | 3.18% | Q4 2021 | Q1 2022 | 2 |
USCA RIA LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CGN Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Wealthfront Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
COOPER/HAIMS ADVISORS, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2021 | Q2 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.27% | 0.29% | 0.31% | Q4 2021 | Q1 2022 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2020 | Q4 2020 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2021 | Q1 2021 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sageworth Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2021 | Q4 2021 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
January Capital Advisors LLC | 1 | 1 | 2.29% | 2.29% | 2.29% | Q4 2021 | Q4 2021 | 1 |
INVENIO WEALTH PARTNERS LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2021 | Q1 2021 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Paladin Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
VIAWEALTH, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2021 | Q3 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 4.11% | 4.11% | 4.11% | Q3 2017 | Q3 2017 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Resource Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Coulter & Justus Financial Services, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2021 | Q4 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 2.49% | 2.49% | 2.49% | Q3 2021 | Q3 2021 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 5.46% | 5.46% | 5.46% | Q4 2021 | Q4 2021 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
LVZ, Inc. | 1 | 1 | 2.99% | 2.99% | 2.99% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2021 | Q4 2021 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Blue Zone Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Life Planning Partners, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.