Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Summit Asset Management, LLC | 35 | 35 | 0.22% | 4.58% | 5.84% | Q1 2015 | Q3 2023 | 35 |
UBS Group AG | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
CONDOR CAPITAL MANAGEMENT | 35 | 35 | 0.09% | 0.16% | 0.25% | Q1 2015 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.04% | 0.69% | 2.39% | Q1 2015 | Q3 2023 | 35 |
LPL Financial LLC | 35 | 35 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2023 | 35 |
Capital Advisors, Ltd. LLC | 34 | 34 | 0.02% | 0.24% | 0.46% | Q2 2015 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
WELLS FARGO & COMPANY/MN | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
ENVESTNET ASSET MANAGEMENT INC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 0.54% | 1.31% | 3.90% | Q4 2015 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 17 | 13 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 30 |
Aspen Investment Management Inc | 25 | 2 | 0.15% | 0.19% | 0.68% | Q3 2015 | Q3 2023 | 27 |
WESCAP Management Group, Inc. | 27 | 27 | 1.84% | 4.29% | 6.45% | Q1 2017 | Q3 2023 | 27 |
STIFEL FINANCIAL CORP | 15 | 12 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 27 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.05% | 0.16% | Q2 2015 | Q4 2021 | 27 |
Jacobi Capital Management LLC | 26 | 26 | 0.03% | 0.07% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Rehmann Capital Advisory Group | 15 | 11 | 0.01% | 0.33% | 0.70% | Q4 2016 | Q3 2023 | 26 |
OARSMAN CAPITAL, INC. | 19 | 7 | 0.09% | 0.19% | 0.27% | Q2 2015 | Q1 2022 | 26 |
Patten Group, Inc. | 26 | 26 | 0.08% | 0.19% | 0.37% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 25 | 25 | 0.02% | 0.12% | 0.22% | Q3 2017 | Q3 2023 | 25 |
Ifrah Financial Services, Inc. | 15 | 4 | 0.15% | 0.71% | 2.87% | Q4 2015 | Q3 2023 | 25 |
RMB Capital Management, LLC | 24 | 24 | 0.26% | 0.37% | 0.49% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 24 |
M&R CAPITAL MANAGEMENT INC | 23 | 23 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 23 |
Raymond James Financial Services Advisors, Inc. | 9 | 1 | 0.00% | 0.02% | 0.10% | Q3 2016 | Q3 2023 | 23 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Sharkey, Howes & Javer | 18 | 5 | 0.05% | 8.81% | 29.20% | Q1 2015 | Q4 2020 | 23 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.02% | 0.09% | 0.15% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 22 |
Gradient Investments LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
BFSG, LLC | 16 | 5 | 0.33% | 0.98% | 3.48% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2021 | 21 |
Strategic Family Wealth Counselors, L.L.C. | 20 | 20 | 0.10% | 0.19% | 0.38% | Q4 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q3 2023 | 20 |
Cetera Advisors LLC | 18 | 2 | 0.01% | 0.07% | 0.13% | Q3 2018 | Q3 2023 | 20 |
FMR LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 20 |
CITIGROUP INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2019 | 20 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.06% | 0.22% | Q4 2015 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 18 |
BANK OF MONTREAL /CAN/ | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 10 | 3 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 17 |
FDx Advisors, Inc. | 17 | 17 | 0.13% | 0.47% | 0.88% | Q2 2019 | Q2 2023 | 17 |
First Horizon Advisors, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
SCOTIA CAPITAL INC. | 15 | 2 | 0.01% | 0.04% | 0.05% | Q3 2015 | Q2 2020 | 17 |
Mutual Advisors, LLC | 17 | 17 | 0.03% | 0.09% | 0.12% | Q3 2019 | Q3 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 17 |
US BANCORP \DE\ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.12% | 0.16% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
JPMORGAN CHASE & CO | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 0.46% | 1.07% | 5.60% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 16 |
SHEETS SMITH WEALTH MANAGEMENT | 16 | 16 | 0.04% | 0.58% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Creative Planning | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Trinity Wealth Management, LLC | 12 | 3 | 2.80% | 4.53% | 5.59% | Q4 2019 | Q3 2023 | 15 |
LVW Advisors, LLC | 10 | 5 | 0.09% | 0.11% | 0.13% | Q3 2015 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
FIRST FINANCIAL CORP /IN/ | 15 | 15 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q3 2023 | 15 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 15 | 0.10% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 2 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Royal Fund Management, LLC | 14 | 14 | 0.10% | 0.56% | 0.77% | Q2 2020 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.13% | 0.17% | 0.21% | Q2 2020 | Q3 2023 | 14 |
IAG Wealth Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CX Institutional | 14 | 14 | 0.00% | 0.35% | 0.78% | Q2 2018 | Q3 2021 | 14 |
Ancora Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
Sculati Wealth Management, LLC | 14 | 14 | 3.25% | 4.08% | 4.72% | Q2 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 9 | 1 | 0.00% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 14 |
BB&T SECURITIES, LLC | 13 | 13 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q3 2019 | 13 |
Princeton Global Asset Management LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.06% | 0.28% | Q4 2016 | Q3 2023 | 13 |
BEACON FINANCIAL GROUP | 12 | 1 | 0.05% | 0.09% | 0.22% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.09% | 0.15% | 0.21% | Q3 2020 | Q3 2023 | 13 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 13 | 13 | 0.07% | 0.21% | 0.36% | Q3 2019 | Q3 2022 | 13 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 0.05% | 1.06% | 5.05% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.06% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.16% | 0.45% | 0.93% | Q4 2020 | Q3 2023 | 12 |
RiverFront Investment Group, LLC | 12 | 12 | 0.01% | 1.20% | 1.82% | Q3 2016 | Q2 2019 | 12 |
Price Wealth, LLC | 12 | 12 | 0.88% | 1.54% | 2.18% | Q4 2017 | Q3 2020 | 12 |
BARCLAYS PLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 12 |
Private Capital Group, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 12 |
Winfield Associates, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2017 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.97% | 1.30% | 1.45% | Q4 2020 | Q3 2023 | 12 |
SPC Financial, Inc. | 11 | 11 | 0.65% | 2.44% | 3.72% | Q1 2020 | Q3 2022 | 11 |
Stratos Wealth Partners, LTD. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 11 |
IHT Wealth Management, LLC | 6 | 5 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q3 2023 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Delphi Private Advisors LLC | 11 | 11 | 0.02% | 19.12% | 35.91% | Q4 2015 | Q2 2018 | 11 |
Arete Wealth Advisors, LLC | 9 | 2 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q1 2023 | 11 |
SYNOVUS FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Total Clarity Wealth Management, Inc. | 10 | 1 | 0.17% | 0.80% | 1.23% | Q4 2019 | Q3 2022 | 11 |
Cordatus Wealth Management LLC | 4 | 3 | 0.23% | 0.40% | 0.72% | Q3 2020 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q1 2023 | 11 |
Choice Wealth Advisors, LLC | 6 | 5 | 7.65% | 8.80% | 10.48% | Q4 2020 | Q3 2023 | 11 |
Prospera Financial Services Inc | 8 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Commonwealth Equity Services, Inc | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2017 | 10 |
Stewardship Advisors, LLC | 10 | 10 | 0.08% | 1.23% | 3.12% | Q4 2019 | Q1 2022 | 10 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Jacobus Wealth Management, Inc. | 10 | 10 | 0.44% | 2.64% | 3.84% | Q2 2015 | Q3 2017 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2019 | 10 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.07% | 0.21% | Q1 2016 | Q3 2023 | 9 |
Advocacy Wealth Management Services, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2018 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Corbenic Partners LLC | 9 | 9 | 0.74% | 1.64% | 2.36% | Q2 2020 | Q2 2022 | 9 |
Simplicity Solutions, LLC | 6 | 3 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.79% | 3.00% | 4.68% | Q2 2021 | Q3 2023 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.12% | 0.29% | Q1 2017 | Q1 2019 | 9 |
V Wealth Advisors LLC | 9 | 9 | 0.06% | 0.09% | 0.10% | Q2 2021 | Q2 2023 | 9 |
TD Capital Management LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.00% | 0.45% | 1.48% | Q4 2019 | Q4 2021 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 9 |
Exchange Capital Management, Inc. | 8 | 8 | 0.10% | 0.18% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.09% | 0.24% | 0.34% | Q4 2021 | Q3 2023 | 8 |
MAYPORT, LLC | 8 | 8 | 0.13% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 4.23% | 5.05% | 6.36% | Q4 2021 | Q3 2023 | 8 |
FineMark National Bank & Trust | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q2 2018 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 3.94% | 4.46% | 4.88% | Q4 2021 | Q3 2023 | 8 |
Equitable Holdings, Inc. | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Astoria Portfolio Advisors LLC. | 8 | 8 | 1.37% | 2.29% | 3.94% | Q4 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 4.07% | 5.14% | 6.52% | Q4 2021 | Q3 2023 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
DEUTSCHE BANK AG\ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 1 | 0.03% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 8 |
BEAM WEALTH ADVISORS, INC. | 8 | 8 | 0.53% | 0.65% | 0.83% | Q4 2019 | Q3 2021 | 8 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 8 |
Kingsview Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 8 |
CAPITAL WEALTH MANAGEMENT, LLC | 8 | 8 | 0.37% | 2.99% | 5.66% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.87% | 1.42% | 2.81% | Q4 2018 | Q3 2021 | 8 |
Qube Research & Technologies Ltd | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 8 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 7 | 7 | 0.12% | 0.15% | 0.16% | Q2 2022 | Q4 2023 | 7 |
FIFTH THIRD SECURITIES, INC. | 7 | 7 | 0.30% | 2.72% | 5.14% | Q4 2018 | Q2 2020 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.88% | 1.35% | 1.82% | Q4 2021 | Q3 2023 | 7 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q4 2018 | 7 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Diversified, LLC | 7 | 7 | 0.10% | 0.17% | 0.26% | Q4 2020 | Q2 2022 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kolinsky Wealth Management, LLC | 7 | 7 | 0.30% | 0.32% | 0.35% | Q1 2022 | Q3 2023 | 7 |
HighTower Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Heritage Wealth Advisors | 7 | 7 | 0.13% | 0.20% | 0.30% | Q1 2017 | Q3 2018 | 7 |
Centennial Wealth Advisory LLC | 4 | 3 | 0.12% | 0.14% | 0.15% | Q2 2021 | Q3 2023 | 7 |
Herold Advisors, Inc. | 4 | 1 | 0.06% | 0.11% | 0.20% | Q3 2021 | Q3 2023 | 6 |
OPPENHEIMER & CO INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Latitude Advisors, LLC | 6 | 6 | 0.08% | 0.31% | 0.54% | Q4 2020 | Q1 2022 | 6 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2020 | 6 |
Tillar-Wenstrup Advisors, LLC | 6 | 6 | 1.06% | 1.46% | 1.97% | Q2 2015 | Q3 2016 | 6 |
USCA RIA LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 6 |
SYM FINANCIAL Corp | 6 | 6 | 0.55% | 0.80% | 1.01% | Q4 2017 | Q1 2019 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Better Money Decisions, LLC | 6 | 6 | 0.06% | 0.24% | 0.30% | Q1 2021 | Q2 2022 | 6 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.14% | 1.31% | 2.52% | Q2 2022 | Q3 2023 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Blackston Financial Advisory Group, LLC | 3 | 3 | 0.28% | 0.32% | 0.40% | Q4 2021 | Q2 2023 | 6 |
L.M. KOHN & COMPANY | 6 | 6 | 0.11% | 0.16% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Financial Advocates Investment Management | 5 | 5 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.30% | 0.40% | 0.44% | Q4 2021 | Q4 2022 | 5 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2018 | 5 |
Hefty Wealth Partners | 5 | 5 | 0.57% | 0.67% | 0.80% | Q1 2017 | Q1 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 12.76% | 13.15% | 13.47% | Q2 2021 | Q2 2022 | 5 |
Venturi Wealth Management, LLC | 3 | 2 | 0.21% | 0.42% | 0.78% | Q1 2020 | Q2 2022 | 5 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.05% | 0.16% | Q4 2017 | Q1 2022 | 5 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
Empirical Asset Management, LLC | 5 | 5 | 0.62% | 0.83% | 1.06% | Q4 2021 | Q4 2022 | 5 |
WFG Advisors, LP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AlphaCore Capital LLC | 3 | 2 | 0.01% | 0.10% | 0.20% | Q4 2019 | Q3 2023 | 5 |
Stokes Capital Advisors, LLC | 5 | 5 | 0.13% | 0.42% | 1.54% | Q4 2017 | Q4 2018 | 5 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 5 |
PacWest Financial Management Inc | 5 | 5 | 2.29% | 3.12% | 3.84% | Q4 2015 | Q4 2016 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.10% | 0.19% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Krilogy Financial LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
O'Dell Group, LLC | 5 | 5 | 0.15% | 0.21% | 0.28% | Q3 2022 | Q3 2023 | 5 |
TOMPKINS FINANCIAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 0.29% | 0.39% | 0.46% | Q4 2019 | Q3 2020 | 4 |
DENVER WEALTH MANAGEMENT, INC. | 4 | 4 | 0.30% | 0.34% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
HBW ADVISORY SERVICES LLC | 4 | 4 | 0.08% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.07% | 0.18% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.33% | 0.42% | 0.47% | Q4 2017 | Q3 2018 | 4 |
S. R. Schill & Associates | 4 | 4 | 1.81% | 1.85% | 1.87% | Q4 2021 | Q3 2022 | 4 |
Legacy Private Trust Co. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q4 2017 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 4.42% | 4.69% | 4.96% | Q4 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Southland Equity Partners LLC | 4 | 4 | 0.13% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Stratos Investment Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Mason & Associates Inc | 4 | 4 | 1.63% | 1.98% | 2.33% | Q4 2021 | Q3 2022 | 4 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 4.02% | 4.54% | 4.81% | Q4 2020 | Q3 2021 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.07% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.36% | 0.37% | 0.38% | Q3 2019 | Q2 2020 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
CLIENT 1ST ADVISORY GROUP, LLC | 3 | 1 | 0.10% | 1.16% | 2.66% | Q4 2019 | Q2 2021 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 3.06% | 3.48% | 3.79% | Q4 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PFG Advisors | 4 | 4 | 0.08% | 0.17% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Grant/GrossMendelsohn, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q2 2022 | Q4 2022 | 3 |
Cumberland Partners Ltd | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CALIBER WEALTH MANAGEMENT, LLC | 3 | 3 | 3.10% | 3.16% | 3.25% | Q1 2023 | Q3 2023 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.29% | 0.30% | 0.32% | Q1 2022 | Q3 2022 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.04% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.21% | 0.24% | 0.29% | Q1 2023 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.20% | 0.20% | 0.21% | Q3 2015 | Q1 2016 | 3 |
Integrated Wealth Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Morton Brown Family Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Life Planning Partners, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
CABOT WEALTH MANAGEMENT INC | 3 | 3 | 0.46% | 0.54% | 0.60% | Q2 2015 | Q4 2015 | 3 |
NorthRock Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
NewFocus Financial Group, LLC | 3 | 3 | 2.82% | 2.86% | 2.89% | Q4 2014 | Q2 2015 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Advisors Preferred, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 3 |
Founders Capital Management | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q4 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.69% | 0.70% | 0.71% | Q1 2023 | Q3 2023 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.05% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 3 | 3 | 0.65% | 0.86% | 0.97% | Q1 2023 | Q3 2023 | 3 |
Diversified Trust Co | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Concert Wealth Management Inc. | 3 | 3 | 0.05% | 0.21% | 0.30% | Q3 2015 | Q1 2016 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Cribstone Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Fund Evaluation Group, LLC | 3 | 3 | 30.01% | 33.27% | 39.62% | Q3 2015 | Q1 2016 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.03% | 0.07% | 0.09% | Q1 2015 | Q3 2015 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 3 |
Lido Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.12% | 0.19% | 0.26% | Q4 2016 | Q4 2020 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Marietta Wealth Management, LLC | 2 | 2 | 1.52% | 1.76% | 2.00% | Q2 2023 | Q3 2023 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 2.31% | 2.44% | 2.56% | Q4 2019 | Q1 2020 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2016 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.09% | 0.56% | 1.04% | Q3 2022 | Q2 2023 | 2 |
SFMG, LLC | 2 | 2 | 0.06% | 3.12% | 6.18% | Q2 2015 | Q3 2015 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.35% | 0.42% | 0.49% | Q4 2017 | Q1 2018 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
MTM Investment Management, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
INSIGHT 2811, INC. | 2 | 2 | 0.37% | 0.38% | 0.38% | Q2 2023 | Q3 2023 | 2 |
New England Private Wealth Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q4 2022 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.92% | 0.94% | 0.96% | Q2 2023 | Q3 2023 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.52% | 0.59% | 0.65% | Q3 2022 | Q4 2022 | 2 |
Platform Technology Partners | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.77% | 0.78% | 0.79% | Q2 2023 | Q3 2023 | 2 |
Lee Financial Group Hawaii, Inc. | 2 | 2 | 1.38% | 1.40% | 1.42% | Q2 2023 | Q3 2023 | 2 |
Leicht Financial Planning & Wealth Management, Inc. | 2 | 2 | 0.20% | 3.29% | 6.38% | Q4 2019 | Q1 2020 | 2 |
First Financial Bank - Trust Division | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2018 | Q3 2018 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
VitalStone Financial, LLC | 2 | 2 | 0.00% | 0.31% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q1 2016 | 2 |
Fortis Capital Management LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Silver Lake Advisory, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q2 2021 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 3.10% | 3.10% | 3.10% | Q3 2023 | Q3 2023 | 1 |
COMMERCE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2022 | Q2 2022 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
Employees' Retirement Fund of the City of Fort Worth | 1 | 1 | 3.19% | 3.19% | 3.19% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2015 | Q4 2015 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Prism Advisors, Inc. | 1 | 1 | 6.61% | 6.61% | 6.61% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Econ Financial Services Corp | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2019 | Q2 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q2 2023 | Q2 2023 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.