| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| New England Private Wealth Advisors LLC | 44 | 44 | 0.04% | 0.98% | 3.43% | Q4 2012 | Q3 2023 | 44 |
| RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
| WELCH & FORBES LLC | 42 | 42 | 0.46% | 0.80% | 1.27% | Q2 2013 | Q3 2023 | 42 |
| LPL Financial LLC | 42 | 42 | 0.02% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 42 |
| ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
| BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
| WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
| SignalPoint Asset Management, LLC | 42 | 42 | 0.13% | 0.20% | 0.33% | Q2 2013 | Q3 2023 | 42 |
| JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
| MORGAN STANLEY | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
| ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
| Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.03% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
| Aspen Investment Management Inc | 42 | 42 | 0.22% | 0.38% | 1.10% | Q2 2013 | Q3 2023 | 42 |
| BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
| Cetera Advisor Networks LLC | 40 | 40 | 0.01% | 0.04% | 0.18% | Q4 2013 | Q3 2023 | 40 |
| Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 40 |
| US BANCORP \DE\ | 23 | 17 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 40 |
| Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.06% | 0.25% | Q4 2013 | Q3 2023 | 40 |
| Raymond James Financial Services Advisors, Inc. | 18 | 8 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 40 |
| PNC FINANCIAL SERVICES GROUP, INC. | 37 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
| STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
| Beaumont Financial Partners, LLC | 38 | 38 | 0.03% | 0.93% | 2.79% | Q2 2013 | Q3 2022 | 38 |
| Regal Investment Advisors LLC | 18 | 1 | 0.04% | 0.15% | 0.38% | Q2 2013 | Q3 2023 | 37 |
| STEPHENS INC /AR/ | 37 | 37 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 37 |
| CITIGROUP INC | 34 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 36 |
| UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
| Glassman Wealth Services | 36 | 36 | 0.04% | 13.20% | 36.60% | Q4 2014 | Q3 2023 | 36 |
| Ancora Advisors LLC | 36 | 36 | 0.01% | 0.31% | 0.85% | Q4 2014 | Q3 2023 | 36 |
| Sigma Planning Corp | 35 | 35 | 0.01% | 0.05% | 0.17% | Q1 2015 | Q3 2023 | 35 |
| Fernwood Investment Management, LLC | 35 | 35 | 0.24% | 0.86% | 1.65% | Q1 2015 | Q3 2023 | 35 |
| HighTower Advisors, LLC | 35 | 35 | 0.02% | 0.11% | 0.31% | Q1 2015 | Q3 2023 | 35 |
| Betterment LLC | 34 | 34 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 34 |
| Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
| Moors & Cabot, Inc. | 33 | 33 | 0.02% | 0.05% | 0.11% | Q3 2015 | Q3 2023 | 33 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 28 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 33 |
| MASSMUTUAL TRUST CO FSB/ADV | 29 | 3 | 0.00% | 0.29% | 0.61% | Q4 2015 | Q4 2023 | 32 |
| Prospera Financial Services Inc | 18 | 2 | 0.02% | 0.08% | 0.23% | Q1 2015 | Q3 2023 | 32 |
| GLENMEDE TRUST CO NA | 32 | 32 | 0.04% | 0.14% | 0.19% | Q4 2015 | Q3 2023 | 32 |
| Colorado Capital Management, Inc. | 32 | 32 | 0.96% | 1.67% | 2.81% | Q4 2015 | Q3 2023 | 32 |
| D.A. DAVIDSON & CO. | 30 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 31 |
| Capital Investment Advisors, LLC | 31 | 31 | 0.08% | 1.63% | 2.76% | Q2 2016 | Q4 2023 | 31 |
| Chicago Partners Investment Group LLC | 30 | 1 | 0.01% | 0.16% | 0.30% | Q4 2015 | Q3 2023 | 31 |
| IFP Advisors, Inc | 17 | 14 | 0.00% | 0.04% | 0.19% | Q4 2015 | Q3 2023 | 31 |
| MCF Advisors LLC | 24 | 7 | 0.04% | 1.21% | 3.07% | Q4 2015 | Q3 2023 | 31 |
| Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.06% | 0.21% | Q1 2016 | Q3 2023 | 31 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
| Jaffetilchin Investment Partners, LLC | 30 | 30 | 0.04% | 0.89% | 2.05% | Q2 2016 | Q3 2023 | 30 |
| Glenview Trust Co | 28 | 1 | 0.07% | 1.19% | 2.02% | Q4 2014 | Q3 2023 | 30 |
| Frontier Wealth Management LLC | 30 | 30 | 0.06% | 0.36% | 1.00% | Q1 2015 | Q2 2022 | 30 |
| First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2020 | 30 |
| WINTRUST INVESTMENTS LLC | 30 | 30 | 0.04% | 0.19% | 0.52% | Q2 2016 | Q3 2023 | 30 |
| Sandy Spring Bank | 30 | 30 | 0.01% | 0.09% | 0.21% | Q2 2016 | Q3 2023 | 30 |
| CHOREO, LLC | 29 | 29 | 0.01% | 0.86% | 1.90% | Q2 2014 | Q2 2021 | 29 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 29 |
| Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 28 |
| Winslow, Evans & Crocker, Inc. | 27 | 1 | 0.01% | 0.23% | 0.50% | Q4 2013 | Q4 2020 | 28 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 28 | 28 | 0.04% | 0.77% | 1.52% | Q4 2016 | Q3 2023 | 28 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.19% | 0.43% | 1.08% | Q4 2016 | Q3 2023 | 28 |
| J.P. Morgan Private Wealth Advisors LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
| APPLETON PARTNERS INC/MA | 28 | 28 | 0.22% | 0.33% | 0.40% | Q1 2017 | Q4 2023 | 28 |
| MOTCO | 27 | 27 | 0.02% | 0.10% | 0.22% | Q1 2017 | Q3 2023 | 27 |
| B. Riley Wealth Advisors, Inc. | 16 | 1 | 0.00% | 0.17% | 0.43% | Q2 2014 | Q3 2023 | 27 |
| CWM, LLC | 19 | 8 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 27 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2019 | 27 |
| TIEDEMANN ADVISORS, LLC | 27 | 27 | 0.71% | 4.98% | 9.54% | Q1 2017 | Q3 2023 | 27 |
| AllSquare Wealth Management LLC | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
| EATON VANCE MANAGEMENT | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2022 | 27 |
| Cetera Advisors LLC | 16 | 1 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 26 |
| MML INVESTORS SERVICES, LLC | 26 | 26 | 0.03% | 0.06% | 0.17% | Q2 2017 | Q3 2023 | 26 |
| NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q4 2021 | 26 |
| SRS Capital Advisors, Inc. | 10 | 7 | 0.02% | 1.44% | 4.65% | Q4 2016 | Q3 2023 | 26 |
| BOKF, NA | 17 | 9 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 26 |
| BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.05% | 0.40% | Q2 2013 | Q3 2019 | 26 |
| FDx Advisors, Inc. | 18 | 8 | 0.01% | 0.13% | 0.38% | Q4 2016 | Q2 2023 | 26 |
| Atria Investments, Inc | 19 | 1 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 26 |
| FIFTH THIRD BANCORP | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 25 |
| JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 25 |
| Wela Strategies, Inc. | 24 | 24 | 0.86% | 1.34% | 2.18% | Q1 2018 | Q4 2023 | 24 |
| ALTFEST L J & CO INC | 24 | 24 | 0.08% | 4.64% | 6.94% | Q4 2017 | Q3 2023 | 24 |
| HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
| Forefront Analytics, LLC | 24 | 24 | 1.26% | 3.93% | 6.28% | Q4 2017 | Q3 2023 | 24 |
| StrategIQ Financial Group, LLC | 24 | 24 | 0.05% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 24 |
| Cambridge Advisors Inc. | 13 | 11 | 0.07% | 0.14% | 0.28% | Q2 2017 | Q3 2023 | 24 |
| Ballew Advisors, Inc | 24 | 24 | 0.22% | 0.26% | 0.32% | Q4 2017 | Q3 2023 | 24 |
| Peterson Wealth Advisors, LLC | 24 | 24 | 0.08% | 1.43% | 2.54% | Q4 2017 | Q3 2023 | 24 |
| Cetera Investment Advisers | 12 | 12 | 0.01% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 24 |
| HANCOCK WHITNEY CORP | 12 | 5 | 0.01% | 0.05% | 0.17% | Q2 2016 | Q3 2023 | 24 |
| BEACON FINANCIAL GROUP | 24 | 24 | 0.24% | 1.21% | 9.37% | Q4 2017 | Q3 2023 | 24 |
| COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 24 |
| Patriot Financial Group Insurance Agency, LLC | 23 | 1 | 0.00% | 0.08% | 0.25% | Q4 2016 | Q2 2023 | 24 |
| ProVise Management Group, LLC | 24 | 24 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2022 | 24 |
| TELEMUS CAPITAL, LLC | 24 | 24 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
| LINCOLN NATIONAL CORP | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
| Quad-Cities Investment Group, LLC | 23 | 23 | 0.36% | 0.50% | 0.63% | Q1 2018 | Q3 2023 | 23 |
| Pinnacle Wealth Planning Services, Inc. | 23 | 23 | 0.38% | 0.56% | 0.76% | Q1 2018 | Q3 2023 | 23 |
| JFS WEALTH ADVISORS, LLC | 23 | 23 | 0.01% | 1.36% | 2.68% | Q2 2015 | Q4 2020 | 23 |
| AE Wealth Management LLC | 14 | 4 | 0.00% | 0.02% | 0.25% | Q1 2017 | Q3 2023 | 23 |
| 1834 INVESTMENT ADVISORS CO | 23 | 23 | 0.02% | 0.07% | 0.13% | Q4 2017 | Q2 2023 | 23 |
| Icon Wealth Partners, LLC | 19 | 3 | 0.05% | 0.16% | 0.50% | Q4 2017 | Q3 2023 | 22 |
| FRONTIER INVESTMENT MGMT CO | 22 | 22 | 1.92% | 3.34% | 4.33% | Q1 2015 | Q2 2020 | 22 |
| USCA RIA LLC | 22 | 22 | 0.04% | 0.13% | 0.25% | Q3 2015 | Q4 2020 | 22 |
| PARK NATIONAL CORP /OH/ | 22 | 22 | 0.03% | 0.17% | 0.32% | Q3 2018 | Q4 2023 | 22 |
| SHEETS SMITH WEALTH MANAGEMENT | 19 | 1 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q3 2023 | 22 |
| UMB Bank, n.a. | 22 | 22 | 0.01% | 0.19% | 0.25% | Q2 2018 | Q3 2023 | 22 |
| Private Advisory Group LLC | 16 | 6 | 0.19% | 0.77% | 2.93% | Q4 2016 | Q3 2023 | 22 |
| Snowden Capital Advisors LLC | 14 | 8 | 0.04% | 0.09% | 0.12% | Q1 2018 | Q3 2023 | 22 |
| Camelot Portfolios, LLC | 21 | 21 | 0.10% | 0.21% | 0.37% | Q3 2013 | Q3 2018 | 21 |
| Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 21 |
| Capital Analysts, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 21 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 21 |
| First Heartland Consultants, Inc. | 18 | 3 | 0.01% | 0.14% | 0.54% | Q4 2014 | Q3 2023 | 21 |
| Gryphon Financial Partners LLC | 21 | 21 | 0.08% | 0.18% | 0.34% | Q3 2018 | Q3 2023 | 21 |
| American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
| Claro Advisors LLC | 20 | 20 | 0.15% | 0.23% | 0.38% | Q4 2018 | Q3 2023 | 20 |
| Cedar Brook Financial Partners, LLC | 20 | 20 | 0.10% | 0.26% | 0.66% | Q4 2018 | Q3 2023 | 20 |
| Disciplina Capital Management LLC | 20 | 20 | 0.43% | 2.00% | 3.78% | Q4 2018 | Q3 2023 | 20 |
| Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
| Wealthspire Advisors, L.P. | 20 | 20 | 1.00% | 2.13% | 3.00% | Q4 2015 | Q3 2020 | 20 |
| JOHNSON INVESTMENT COUNSEL INC | 20 | 20 | 0.03% | 0.14% | 0.23% | Q3 2014 | Q2 2019 | 20 |
| Mariner, LLC | 15 | 1 | 0.00% | 0.04% | 0.12% | Q3 2016 | Q3 2023 | 20 |
| Next Capital Management LLC | 20 | 20 | 0.40% | 0.58% | 1.26% | Q4 2018 | Q3 2023 | 20 |
| Stratos Wealth Partners, LTD. | 18 | 1 | 0.01% | 0.04% | 0.14% | Q2 2016 | Q3 2022 | 19 |
| BENJAMIN EDWARDS INC | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
| Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
| IFC Holdings Incorporated/FL | 19 | 19 | 0.06% | 0.24% | 0.45% | Q2 2013 | Q4 2017 | 19 |
| Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 19 |
| SPINNAKER TRUST | 19 | 19 | 0.11% | 0.26% | 0.68% | Q2 2015 | Q4 2019 | 19 |
| BerganKDV Wealth Management, LLC | 18 | 18 | 0.00% | 0.18% | 1.22% | Q1 2016 | Q2 2020 | 18 |
| Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2017 | 18 |
| Cresset Asset Management, LLC | 17 | 1 | 0.00% | 0.67% | 1.41% | Q4 2018 | Q3 2023 | 18 |
| Rockefeller Capital Management L.P. | 15 | 3 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 18 |
| Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 18 |
| AVANTAX ADVISORY SERVICES, INC. | 17 | 1 | 0.01% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 18 |
| NewEdge Advisors, LLC | 8 | 4 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 18 |
| Bank of New York Mellon Corp | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2020 | 18 |
| Jacobi Capital Management LLC | 18 | 18 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q3 2021 | 18 |
| CAPTRUST FINANCIAL ADVISORS | 14 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
| Stratos Wealth Advisors, LLC | 14 | 4 | 0.04% | 0.53% | 1.89% | Q4 2018 | Q3 2023 | 18 |
| Wealthspire Advisors, LLC | 18 | 18 | 0.37% | 0.82% | 1.07% | Q2 2019 | Q3 2023 | 18 |
| Kingsview Wealth Management, LLC | 12 | 6 | 0.06% | 0.12% | 0.24% | Q1 2019 | Q3 2023 | 18 |
| Kovack Advisors, Inc. | 16 | 1 | 0.10% | 0.16% | 0.26% | Q1 2017 | Q3 2023 | 18 |
| PIN OAK INVESTMENT ADVISORS INC | 9 | 8 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 17 |
| Whitnell & Co. | 17 | 17 | 0.04% | 1.67% | 3.24% | Q4 2015 | Q4 2019 | 17 |
| Riggs Asset Managment Co. Inc. | 17 | 17 | 0.01% | 0.06% | 0.11% | Q1 2016 | Q1 2020 | 17 |
| Perella Weinberg Partners Capital Management LP | 11 | 1 | 0.54% | 5.41% | 15.80% | Q4 2018 | Q3 2023 | 17 |
| Allen Capital Group, LLC | 14 | 3 | 0.04% | 0.74% | 2.15% | Q2 2019 | Q3 2023 | 17 |
| Mission Creek Capital Partners, Inc. | 16 | 16 | 0.04% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 16 |
| OPPENHEIMER & CO INC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 16 |
| Klingman & Associates, LLC | 16 | 16 | 0.06% | 0.08% | 0.11% | Q1 2016 | Q4 2019 | 16 |
| Arvest Bank Trust Division | 16 | 16 | 0.18% | 1.00% | 1.70% | Q4 2017 | Q3 2021 | 16 |
| Archer Investment Corp | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
| Wagner Wealth Management, LLC | 12 | 4 | 0.00% | 0.31% | 0.88% | Q4 2017 | Q3 2023 | 16 |
| FineMark National Bank & Trust | 16 | 16 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q1 2017 | 16 |
| Americana Partners, LLC | 16 | 16 | 0.10% | 0.37% | 2.27% | Q4 2019 | Q3 2023 | 16 |
| CHATHAM CAPITAL GROUP, INC. | 10 | 2 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 16 |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q4 2018 | 16 |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 1 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q3 2022 | 16 |
| BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 16 |
| TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
| QP WEALTH MANAGEMENT, LLC | 16 | 16 | 2.29% | 4.60% | 6.21% | Q4 2019 | Q3 2023 | 16 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2020 | 16 |
| RPg Family Wealth Advisory, LLC | 10 | 6 | 0.12% | 0.16% | 0.22% | Q3 2019 | Q3 2023 | 16 |
| Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
| OKABENA INVESTMENT SERVICES INC | 16 | 16 | 0.03% | 0.17% | 1.79% | Q4 2019 | Q3 2023 | 16 |
| Arkos Global Advisors | 16 | 16 | 0.14% | 0.88% | 1.60% | Q4 2019 | Q3 2023 | 16 |
| Castle Rock Wealth Management, LLC | 12 | 4 | 0.09% | 0.15% | 0.28% | Q3 2019 | Q3 2023 | 16 |
| MERCER GLOBAL ADVISORS INC /ADV | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
| Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
| Visionary Wealth Advisors | 16 | 16 | 0.05% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
| Beacon Financial Advisory LLC | 16 | 16 | 0.24% | 0.35% | 0.60% | Q4 2019 | Q3 2023 | 16 |
| OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
| Simplicity Solutions, LLC | 8 | 2 | 0.01% | 0.15% | 0.45% | Q2 2015 | Q4 2019 | 15 |
| Keebeck Wealth Management, LLC | 15 | 15 | 0.28% | 0.39% | 0.66% | Q4 2019 | Q2 2023 | 15 |
| Lee Financial Co | 15 | 15 | 0.05% | 2.66% | 4.15% | Q1 2020 | Q3 2023 | 15 |
| First Horizon Advisors, Inc. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 15 |
| DIVIDEND ASSETS CAPITAL, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2017 | 15 |
| AdvicePeriod, LLC | 15 | 15 | 1.52% | 2.45% | 3.94% | Q4 2017 | Q2 2021 | 15 |
| CREDIT SUISSE AG/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 15 |
| Arkadios Wealth Advisors | 11 | 4 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 15 |
| MATRIX PRIVATE CAPITAL GROUP LLC | 10 | 5 | 0.16% | 0.25% | 0.58% | Q4 2019 | Q3 2023 | 15 |
| Qube Research & Technologies Ltd | 14 | 1 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 15 |
| Soltis Investment Advisors LLC | 10 | 5 | 0.04% | 0.15% | 0.84% | Q4 2019 | Q3 2023 | 15 |
| Equitable Holdings, Inc. | 12 | 3 | 0.01% | 0.02% | 0.20% | Q4 2019 | Q3 2023 | 15 |
| Savant Capital, LLC | 15 | 15 | 0.03% | 0.27% | 1.30% | Q1 2020 | Q3 2023 | 15 |
| BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 15 |
| Oakworth Capital, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 15 |
| Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 15 |
| FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
| GABLES CAPITAL MANAGEMENT INC. | 15 | 15 | 0.04% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 15 |
| GeoWealth Management, LLC | 15 | 15 | 0.03% | 0.15% | 0.46% | Q1 2020 | Q3 2023 | 15 |
| Integrated Advisors Network LLC | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
| ARQ WEALTH ADVISORS, LLC | 14 | 14 | 0.20% | 0.36% | 0.61% | Q1 2020 | Q2 2023 | 14 |
| Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
| MSI Financial Services Inc | 13 | 1 | 0.00% | 0.09% | 0.28% | Q2 2013 | Q4 2016 | 14 |
| Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q4 2022 | 14 |
| MYCIO WEALTH PARTNERS, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2019 | 14 |
| Grace Capital | 10 | 4 | 0.12% | 0.38% | 0.71% | Q2 2018 | Q4 2021 | 14 |
| THRIVENT FINANCIAL FOR LUTHERANS | 10 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 14 |
| LVW Advisors, LLC | 14 | 14 | 0.09% | 1.25% | 3.71% | Q3 2016 | Q4 2019 | 14 |
| FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| Capital Advisory Group Advisory Services, LLC | 14 | 14 | 0.33% | 0.62% | 0.92% | Q2 2020 | Q3 2023 | 14 |
| Western Wealth Management, LLC | 7 | 1 | 0.02% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 14 |
| FMA ADVISORY INC | 14 | 14 | 0.18% | 0.40% | 0.56% | Q4 2017 | Q1 2021 | 14 |
| Clearstead Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
| Sterling Investment Advisors, Ltd. | 13 | 13 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q4 2020 | 13 |
| Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
| GenTrust, LLC | 13 | 13 | 0.23% | 0.28% | 0.34% | Q3 2020 | Q3 2023 | 13 |
| SIGNATUREFD, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 13 |
| Truadvice, LLC | 13 | 13 | 0.10% | 0.21% | 0.46% | Q3 2020 | Q3 2023 | 13 |
| GREAT VALLEY ADVISOR GROUP, INC. | 9 | 4 | 0.04% | 0.18% | 0.60% | Q2 2019 | Q3 2022 | 13 |
| Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
| Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
| Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 10 | 3 | 0.02% | 0.08% | 0.13% | Q1 2016 | Q4 2022 | 13 |
| Fort Point Capital Partners LLC | 13 | 13 | 0.16% | 0.57% | 1.32% | Q4 2014 | Q4 2017 | 13 |
| FIRST INTERSTATE BANK | 13 | 13 | 0.03% | 0.06% | 0.07% | Q2 2017 | Q2 2020 | 13 |
| Investors Research Corp | 13 | 13 | 0.14% | 0.64% | 0.85% | Q3 2020 | Q3 2023 | 13 |
| NATIONAL PLANNING CORP | 13 | 13 | 0.02% | 0.37% | 4.23% | Q4 2014 | Q4 2017 | 13 |
| RAND WEALTH, LLC | 13 | 13 | 0.22% | 0.39% | 0.80% | Q3 2015 | Q3 2018 | 13 |
| Magnus Financial Group LLC | 8 | 5 | 0.08% | 0.28% | 0.68% | Q3 2019 | Q3 2023 | 13 |
| Barry Investment Advisors, LLC | 13 | 13 | 0.26% | 2.25% | 3.58% | Q3 2020 | Q3 2023 | 13 |
| PRIVATE TRUST CO NA | 7 | 6 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 13 |
| Intrua Financial, LLC | 12 | 12 | 2.04% | 2.44% | 2.91% | Q2 2020 | Q1 2023 | 12 |
| Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
| Cornerstone Wealth Management, LLC | 12 | 12 | 0.05% | 0.12% | 0.60% | Q4 2016 | Q3 2019 | 12 |
| Greytown Advisors Inc. | 12 | 12 | 0.66% | 0.97% | 1.18% | Q4 2020 | Q3 2023 | 12 |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 12 | 12 | 2.10% | 2.56% | 2.98% | Q2 2017 | Q1 2020 | 12 |
| Destiny Wealth Partners, LLC | 12 | 12 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
| TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
| DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.20% | 0.23% | 0.29% | Q4 2020 | Q3 2023 | 12 |
| FLAGSHIP HARBOR ADVISORS, LLC | 10 | 2 | 0.00% | 0.05% | 0.61% | Q2 2018 | Q1 2022 | 12 |
| Hochman Cole Investment Advisors, Inc. | 12 | 12 | 0.21% | 0.29% | 0.40% | Q4 2015 | Q3 2018 | 12 |
| QCI ASSET MANAGEMENT INC/NY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
| Transform Wealth, LLC | 5 | 3 | 0.04% | 0.17% | 0.28% | Q2 2016 | Q4 2019 | 12 |
| MTM Investment Management, LLC | 12 | 12 | 0.13% | 0.15% | 0.16% | Q4 2020 | Q3 2023 | 12 |
| Aspire Private Capital, LLC | 6 | 6 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q3 2023 | 12 |
| Alpha Omega Group, Inc. | 12 | 12 | 3.70% | 9.17% | 16.75% | Q4 2020 | Q3 2023 | 12 |
| Main Street Financial Solutions, LLC | 12 | 12 | 0.10% | 0.13% | 0.23% | Q4 2020 | Q3 2023 | 12 |
| Apollon Wealth Management, LLC | 12 | 12 | 0.02% | 0.13% | 0.30% | Q4 2020 | Q3 2023 | 12 |
| Miracle Mile Advisors, LLC | 9 | 3 | 0.01% | 0.50% | 3.34% | Q1 2016 | Q2 2023 | 12 |
| WealthPLAN Partners, LLC | 10 | 2 | 0.00% | 0.15% | 0.35% | Q4 2019 | Q2 2023 | 12 |
| PBMares Wealth Management LLC | 12 | 12 | 0.17% | 0.24% | 0.38% | Q4 2020 | Q3 2023 | 12 |
| DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 12 |
| COMERICA SECURITIES INC | 7 | 5 | 0.05% | 0.08% | 0.13% | Q3 2015 | Q3 2018 | 12 |
| OneDigital Investment Advisors LLC | 12 | 12 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q4 2021 | 12 |
| Karp Capital Management Corp | 6 | 1 | 0.02% | 0.54% | 1.69% | Q4 2016 | Q3 2022 | 12 |
| Beta Wealth Group, Inc. | 12 | 12 | 0.15% | 0.36% | 0.69% | Q4 2020 | Q3 2023 | 12 |
| HOEY INVESTMENTS, INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
| Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 12 |
| ArchPoint Investors | 12 | 12 | 0.46% | 0.73% | 1.01% | Q4 2020 | Q3 2023 | 12 |
| AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 11 |
| Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
| RAYMOND JAMES TRUST N.A. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
| M&T BANK CORP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2020 | 11 |
| Financial Advocates Investment Management | 9 | 2 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q4 2022 | 11 |
| Occidental Asset Management, LLC | 7 | 4 | 0.42% | 0.56% | 0.73% | Q4 2017 | Q1 2023 | 11 |
| Sargent Bickham Lagudis LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 11 |
| WEALTHSOURCE PARTNERS, LLC | 11 | 11 | 0.39% | 0.41% | 0.46% | Q1 2021 | Q3 2023 | 11 |
| Laird Norton Wetherby Wealth Management, LLC | 11 | 11 | 0.33% | 0.55% | 0.76% | Q3 2017 | Q1 2020 | 11 |
| Institute for Wealth Management, LLC. | 10 | 1 | 0.06% | 0.21% | 0.38% | Q2 2017 | Q1 2020 | 11 |
| Versant Capital Management, Inc | 9 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2021 | 11 |
| Foundations Investment Advisors, LLC | 11 | 11 | 0.03% | 0.27% | 0.39% | Q2 2018 | Q4 2020 | 11 |
| Andesa Financial Management Inc. | 11 | 11 | 0.14% | 0.64% | 1.12% | Q3 2020 | Q1 2023 | 11 |
| Larson Financial Group LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 11 |
| Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
| Global Financial Private Capital, Inc | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2020 | 11 |
| McKinley Carter Wealth Services, Inc. | 11 | 11 | 0.08% | 1.72% | 4.00% | Q3 2017 | Q1 2020 | 11 |
| Clark Capital Management Group, Inc. | 11 | 11 | 0.08% | 0.14% | 0.20% | Q3 2017 | Q1 2020 | 11 |
| Crumly & Associates Inc. | 10 | 1 | 0.70% | 3.26% | 6.29% | Q4 2019 | Q3 2023 | 11 |
| D L CARLSON INVESTMENT GROUP INC | 11 | 11 | 0.08% | 0.15% | 0.24% | Q3 2014 | Q1 2017 | 11 |
| Aptus Capital Advisors, LLC | 7 | 4 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 11 |
| Avidian Wealth Solutions, LLC | 9 | 2 | 0.02% | 0.12% | 0.43% | Q3 2016 | Q1 2023 | 11 |
| SNS Financial Group, LLC | 10 | 10 | 0.24% | 0.37% | 0.59% | Q3 2015 | Q4 2017 | 10 |
| TECTONIC ADVISORS LLC | 10 | 10 | 0.21% | 0.37% | 0.83% | Q4 2020 | Q1 2023 | 10 |
| Kesler, Norman & Wride, LLC | 9 | 1 | 0.05% | 0.34% | 0.87% | Q4 2020 | Q2 2023 | 10 |
| HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
| Huber Financial Advisors, LLC | 10 | 10 | 5.14% | 7.37% | 9.75% | Q4 2017 | Q1 2020 | 10 |
| HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 10 |
| Relative Value Partners Group, LLC | 10 | 10 | 0.06% | 0.19% | 0.24% | Q1 2021 | Q2 2023 | 10 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.31% | 1.50% | Q4 2015 | Q3 2020 | 10 |
| Shamrock Asset Management LLC | 9 | 1 | 0.00% | 0.39% | 0.79% | Q2 2014 | Q4 2016 | 10 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 10 |
| Venturi Wealth Management, LLC | 8 | 2 | 0.04% | 0.63% | 1.59% | Q4 2018 | Q4 2021 | 10 |
| Blue Edge Capital, LLC | 10 | 10 | 0.92% | 1.26% | 1.48% | Q3 2015 | Q4 2017 | 10 |
| PATHSTONE FAMILY OFFICE, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
| Barrett Asset Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 10 |
| HOWARD FINANCIAL SERVICES, LTD. | 8 | 2 | 0.05% | 0.26% | 0.43% | Q4 2018 | Q3 2023 | 10 |
| AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.52% | 1.29% | Q1 2015 | Q1 2019 | 10 |
| ASSETMARK, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 10 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 10 |
| Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2021 | 10 |
| Derbend Asset Management | 10 | 10 | 0.20% | 0.26% | 0.33% | Q2 2021 | Q3 2023 | 10 |
| Wealthcare Advisory Partners LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q4 2019 | 10 |
| Apella Capital, LLC | 7 | 3 | 0.04% | 0.15% | 0.55% | Q2 2021 | Q4 2023 | 10 |
| Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.22% | 0.44% | 0.55% | Q2 2021 | Q3 2023 | 10 |
| Solstein Capital, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
| HOLLENCREST CAPITAL MANAGEMENT | 9 | 1 | 0.00% | 0.12% | 0.14% | Q4 2017 | Q4 2022 | 10 |
| St. Louis Trust Co | 6 | 4 | 0.07% | 0.16% | 0.21% | Q1 2021 | Q3 2023 | 10 |
| SUNTRUST BANKS INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
| Advisors Asset Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
| RFG Advisory, LLC | 9 | 1 | 0.02% | 0.17% | 0.43% | Q3 2018 | Q4 2021 | 10 |
| Walker Asset Management, LLC | 9 | 9 | 0.96% | 1.14% | 1.24% | Q4 2021 | Q4 2023 | 9 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
| Argentus Capital Management, LLC | 9 | 9 | 0.02% | 0.53% | 0.90% | Q3 2014 | Q3 2016 | 9 |
| Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| HARBOR ADVISORY CORP /MA/ | 9 | 9 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q1 2023 | 9 |
| Orion Portfolio Solutions, LLC | 6 | 3 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 9 |
| FLAGSTAR ADVISORS INC | 9 | 9 | 1.42% | 1.72% | 1.90% | Q3 2021 | Q3 2023 | 9 |
| Arlington Financial Advisors, LLC | 9 | 9 | 2.70% | 6.84% | 8.16% | Q4 2017 | Q4 2019 | 9 |
| Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
| AlphaMark Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2018 | 9 |
| GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q4 2020 | 9 |
| MGO ONE SEVEN LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q2 2023 | 9 |
| WealthShield Partners, LLC | 5 | 2 | 0.00% | 0.06% | 0.24% | Q4 2017 | Q2 2023 | 9 |
| Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q1 2021 | 9 |
| Avestar Capital, LLC | 9 | 9 | 0.07% | 0.78% | 1.11% | Q4 2017 | Q4 2019 | 9 |
| Virtue Capital Management, LLC | 9 | 9 | 0.05% | 0.15% | 0.18% | Q3 2021 | Q3 2023 | 9 |
| S&T BANK/PA | 9 | 9 | 0.05% | 0.40% | 1.08% | Q4 2019 | Q4 2021 | 9 |
| KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.63% | 0.89% | 1.01% | Q4 2021 | Q3 2023 | 8 |
| WEALTH EFFECTS LLC | 8 | 8 | 0.19% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
| Integrity Financial Corp /WA | 8 | 8 | 0.15% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
| CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q2 2021 | 8 |
| WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2016 | 8 |
| Spearhead Capital Advisors, LLC | 6 | 2 | 0.06% | 0.11% | 0.13% | Q1 2020 | Q2 2022 | 8 |
| INVESTMENT HOUSE LLC | 5 | 1 | 0.06% | 0.09% | 0.14% | Q1 2015 | Q4 2017 | 8 |
| FourThought Financial, LLC | 8 | 8 | 0.08% | 0.32% | 0.54% | Q4 2020 | Q3 2022 | 8 |
| Pitti Group Wealth Management, LLC | 8 | 8 | 0.33% | 0.43% | 0.69% | Q4 2021 | Q3 2023 | 8 |
| BANK HAPOALIM BM | 8 | 8 | 0.05% | 0.09% | 0.13% | Q4 2016 | Q3 2018 | 8 |
| Belpointe Asset Management LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 8 |
| PCG Wealth Advisors, LLC | 8 | 8 | 1.05% | 1.38% | 1.56% | Q4 2021 | Q3 2023 | 8 |
| ARVEST TRUST CO N A | 8 | 8 | 1.18% | 1.44% | 1.55% | Q4 2021 | Q3 2023 | 8 |
| Semmax Financial Advisors Inc. | 8 | 8 | 0.00% | 0.09% | 0.40% | Q4 2018 | Q3 2020 | 8 |
| GIRARD SECURITIES, INC. | 8 | 8 | 1.23% | 1.73% | 2.06% | Q4 2015 | Q3 2017 | 8 |
| Raleigh Capital Management Inc. | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
| Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2017 | 8 |
| AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 8 |
| Baker Avenue Asset Management, LP | 7 | 1 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q4 2022 | 8 |
| Landmark Wealth Management, LLC | 8 | 8 | 0.91% | 1.30% | 2.24% | Q4 2021 | Q3 2023 | 8 |
| MAGNOLIA CAPITAL ADVISORS LLC | 5 | 3 | 0.72% | 1.22% | 2.31% | Q2 2021 | Q2 2023 | 8 |
| WFG Advisors, LP | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 8 |
| Koshinski Asset Management, Inc. | 4 | 1 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q1 2022 | 8 |
| Endowment Wealth Management, Inc. | 8 | 8 | 0.32% | 0.40% | 0.51% | Q4 2021 | Q3 2023 | 8 |
| Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
| COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.59% | 0.70% | 0.76% | Q4 2021 | Q3 2023 | 8 |
| Objective Capital Management, LLC | 8 | 8 | 0.41% | 0.57% | 0.65% | Q4 2021 | Q3 2023 | 8 |
| Private Ocean, LLC | 7 | 7 | 0.06% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
| OLD NATIONAL BANCORP /IN/ | 6 | 1 | 0.02% | 0.02% | 0.04% | Q2 2014 | Q3 2017 | 7 |
| Ruggie Capital Group | 6 | 1 | 0.30% | 0.76% | 1.68% | Q4 2017 | Q3 2019 | 7 |
| Freedom Investment Management, Inc. | 6 | 1 | 0.01% | 0.09% | 0.15% | Q2 2014 | Q2 2016 | 7 |
| Clarus Wealth Advisors | 5 | 2 | 0.05% | 0.16% | 0.38% | Q2 2018 | Q4 2020 | 7 |
| Smart Money Group LLC | 7 | 7 | 0.62% | 0.89% | 1.14% | Q1 2019 | Q3 2020 | 7 |
| MARIPAU WEALTH MANAGEMENT LLC | 7 | 7 | 0.20% | 0.27% | 0.33% | Q4 2021 | Q2 2023 | 7 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| Darwin Wealth Management, LLC | 5 | 1 | 0.00% | 0.85% | 1.21% | Q2 2016 | Q1 2020 | 7 |
| Realta Investment Advisors | 3 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 7 |
| Virtu Financial LLC | 2 | 1 | 0.02% | 0.13% | 0.29% | Q3 2013 | Q2 2018 | 7 |
| Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
| Strategic Wealth Partners, Ltd. | 7 | 7 | 0.00% | 0.15% | 0.60% | Q1 2018 | Q3 2019 | 7 |
| Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 7 |
| Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 7 |
| Wedmont Private Capital | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
| Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
| Placemark Investments, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
| Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
| ICA Group Wealth Management, LLC | 7 | 7 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
| ASSOCIATED BANC-CORP | 7 | 7 | 0.02% | 0.22% | 0.44% | Q3 2019 | Q1 2021 | 7 |
| CURIAN CAPITAL LLC | 7 | 7 | 0.11% | 0.92% | 1.87% | Q2 2014 | Q4 2015 | 7 |
| Montecito Bank & Trust | 6 | 1 | 0.24% | 0.73% | 2.36% | Q1 2014 | Q4 2016 | 7 |
| Beacon Pointe Advisors, LLC | 7 | 7 | 0.06% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
| CFO4Life Group, LLC | 7 | 7 | 0.21% | 2.28% | 3.31% | Q3 2018 | Q1 2020 | 7 |
| NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q4 2014 | 7 |
| FC Advisory LLC | 7 | 7 | 0.18% | 0.21% | 0.27% | Q1 2015 | Q3 2016 | 7 |
| Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
| HYA Advisors, Inc | 6 | 1 | 0.08% | 0.10% | 0.14% | Q4 2019 | Q2 2022 | 7 |
| Newbridge Financial Services Group, Inc. | 7 | 7 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q4 2022 | 7 |
| HOWARD CAPITAL MANAGEMENT | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q3 2018 | 7 |
| Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| WEDBUSH SECURITIES INC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 6 |
| IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2018 | 6 |
| Sharkey, Howes & Javer | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
| Sageworth Trust Co of South Dakota | 6 | 6 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q1 2023 | 6 |
| Morton Capital Management LLC/CA | 6 | 6 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q1 2023 | 6 |
| Strategic Capital Alternatives LLC | 5 | 1 | 1.35% | 2.17% | 5.44% | Q3 2014 | Q1 2016 | 6 |
| PINNACLE ASSOCIATES LTD | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 | 1 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q3 2018 | 6 |
| COZAD ASSET MANAGEMENT INC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
| Concert Wealth Management Inc. | 5 | 1 | 0.04% | 0.09% | 0.20% | Q3 2014 | Q2 2017 | 6 |
| Continuum Advisory, LLC | 6 | 6 | 0.06% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
| SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 6 |
| Artemis Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
| Financial Engines Advisors L.L.C. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
| Aft, Forsyth & Sober, LLC | 6 | 6 | 0.18% | 0.20% | 0.22% | Q3 2014 | Q4 2015 | 6 |
| SILVER OAK SECURITIES, INCORPORATED | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
| BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 6 |
| WealthCare Investment Partners, LLC | 6 | 6 | 0.25% | 0.98% | 1.40% | Q2 2022 | Q3 2023 | 6 |
| Spectrum Management Group, LLC | 6 | 6 | 0.91% | 1.39% | 1.95% | Q2 2021 | Q3 2022 | 6 |
| TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 6 |
| Beirne Wealth Consulting Services, LLC | 6 | 6 | 0.20% | 1.75% | 2.76% | Q4 2018 | Q1 2020 | 6 |
| Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| UBS AG | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
| L.M. KOHN & COMPANY | 6 | 6 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q2 2023 | 6 |
| Atlas Private Wealth Management, LLC | 6 | 6 | 0.09% | 0.18% | 0.24% | Q4 2019 | Q1 2021 | 6 |
| AlphaStar Capital Management, LLC | 6 | 6 | 0.16% | 0.81% | 1.39% | Q1 2018 | Q2 2019 | 6 |
| Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.10% | 0.22% | Q2 2014 | Q4 2018 | 6 |
| New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| Global Wealth Management Investment Advisory, Inc. | 6 | 6 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q1 2020 | 6 |
| Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 5 |
| Weatherstone Capital Management | 4 | 1 | 0.31% | 1.07% | 2.56% | Q3 2016 | Q1 2019 | 5 |
| LexAurum Advisors, LLC | 3 | 1 | 0.19% | 0.34% | 0.57% | Q2 2019 | Q2 2021 | 5 |
| COLONY GROUP LLC | 4 | 1 | 0.06% | 0.22% | 0.30% | Q4 2015 | Q3 2020 | 5 |
| IFG Advisory, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
| Vectors Research Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
| New England Investment & Retirement Group, Inc. | 5 | 5 | 0.01% | 5.15% | 8.97% | Q1 2019 | Q1 2020 | 5 |
| Dynamic Advisor Solutions LLC | 3 | 2 | 0.02% | 0.07% | 0.14% | Q2 2014 | Q2 2023 | 5 |
| Arete Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q1 2018 | Q1 2019 | 5 |
| True Link Financial Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
| KENFARB & CO. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
| Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
| NWAM LLC | 5 | 5 | 0.18% | 0.23% | 0.28% | Q2 2017 | Q2 2018 | 5 |
| Birch Capital Management, LLC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
| INVESTMENT CENTERS OF AMERICA INC | 5 | 5 | 0.03% | 0.06% | 0.07% | Q3 2016 | Q3 2017 | 5 |
| SECURITY NATIONAL TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 5 |
| MATHER GROUP, LLC. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
| PATRON PARTNERS, LLC | 3 | 2 | 0.15% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 5 |
| Stegent Equity Advisors, Inc. | 5 | 5 | 1.02% | 1.40% | 1.99% | Q3 2022 | Q3 2023 | 5 |
| Trinity Legacy Partners, LLC | 5 | 5 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q1 2022 | 5 |
| SII INVESTMENTS INC/WI | 4 | 1 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 5 |
| FIRST HAWAIIAN BANK | 3 | 2 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 5 |
| BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
| McIlrath & Eck, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
| G&S Capital LLC | 4 | 1 | 0.01% | 0.21% | 0.27% | Q3 2019 | Q3 2023 | 5 |
| New Republic Capital, LLC | 4 | 4 | 0.48% | 0.53% | 0.61% | Q4 2022 | Q3 2023 | 4 |
| TOWER TRUST Co | 4 | 4 | 0.25% | 0.28% | 0.32% | Q2 2013 | Q1 2014 | 4 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
| Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
| HAP Trading, LLC | 2 | 2 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q2 2022 | 4 |
| StoneX Group Inc. | 3 | 1 | 0.08% | 0.27% | 0.80% | Q4 2019 | Q4 2020 | 4 |
| SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
| Sebold Capital Management, Inc. | 4 | 4 | 0.33% | 0.35% | 0.39% | Q4 2022 | Q3 2023 | 4 |
| Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 4 |
| Ironwood Financial, llc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
| 1776 Wealth LLC | 4 | 4 | 0.18% | 0.32% | 0.48% | Q4 2019 | Q3 2020 | 4 |
| Wealth Management Solutions, LLC | 4 | 4 | 0.15% | 0.40% | 0.62% | Q4 2021 | Q3 2022 | 4 |
| Vivaldi Capital Management LP | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q1 2021 | 4 |
| MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q4 2022 | 4 |
| CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q4 2022 | 4 |
| Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
| Prosperity Financial Group, Inc. | 4 | 4 | 0.52% | 1.03% | 1.26% | Q4 2022 | Q3 2023 | 4 |
| THOMASPARTNERS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2018 | 4 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| WESBANCO BANK INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
| CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.31% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 4 |
| FinTrust Capital Advisors, LLC | 4 | 4 | 0.05% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
| DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.16% | 0.28% | 0.46% | Q4 2022 | Q3 2023 | 4 |
| FourThought Financial Partners, LLC | 4 | 4 | 0.54% | 0.56% | 0.58% | Q4 2022 | Q3 2023 | 4 |
| KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.37% | 0.40% | 0.42% | Q4 2022 | Q3 2023 | 4 |
| Ascension Capital Advisors, Inc. | 4 | 4 | 0.19% | 0.40% | 0.49% | Q4 2019 | Q3 2020 | 4 |
| Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
| Chessman Wealth Strategies RIA | 4 | 4 | 1.13% | 1.31% | 1.58% | Q4 2017 | Q3 2018 | 4 |
| CreativeOne Wealth, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
| Sonora Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
| Premia Global Advisors, LLC | 3 | 1 | 0.10% | 0.26% | 0.36% | Q4 2017 | Q1 2019 | 4 |
| American Institute for Advanced Investment Management, LLP | 4 | 4 | 0.34% | 0.65% | 0.82% | Q4 2019 | Q3 2020 | 4 |
| GPS Wealth Strategies Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
| Harvest Investment Services, LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q1 2019 | Q4 2019 | 4 |
| Alexandria Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
| SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
| 1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.93% | 2.59% | 4.56% | Q4 2018 | Q4 2019 | 4 |
| CAPITAL ONE FINANCIAL CORP | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
| Beck Bode, LLC | 4 | 4 | 0.35% | 0.41% | 0.43% | Q4 2022 | Q3 2023 | 4 |
| THOMPSON DAVIS & CO., INC. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q3 2017 | 4 |
| Financial Gravity Asset Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
| Advisory Alpha, LLC | 4 | 4 | 3.02% | 3.49% | 4.04% | Q4 2017 | Q3 2018 | 4 |
| Eldridge Investment Advisors, Inc. | 3 | 3 | 0.20% | 1.29% | 1.97% | Q4 2017 | Q2 2018 | 3 |
| WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.10% | 0.21% | Q3 2016 | Q3 2018 | 3 |
| Corbenic Partners LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q1 2020 | 3 |
| BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
| Glass Jacobson Investment Advisors llc | 2 | 1 | 0.86% | 0.90% | 0.95% | Q4 2022 | Q3 2023 | 3 |
| Carnick & Kubik, LLC | 3 | 3 | 0.09% | 0.16% | 0.22% | Q3 2015 | Q1 2016 | 3 |
| Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
| ORG Partners LLC | 3 | 3 | 0.27% | 0.37% | 0.45% | Q1 2023 | Q3 2023 | 3 |
| Avior Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| Kistler-Tiffany Companies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
| Acorn Wealth Advisors, LLC | 3 | 3 | 0.18% | 0.20% | 0.21% | Q4 2017 | Q2 2018 | 3 |
| VitalStone Financial, LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 3 |
| First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
| 20/20 Capital Management, Inc. | 3 | 3 | 0.11% | 0.40% | 0.62% | Q4 2019 | Q2 2020 | 3 |
| Smithfield Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
| NORTHERN TRUST CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
| THOMPSON SIEGEL & WALMSLEY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
| RMB Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
| WealthTrust Fairport, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
| Corient Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| Clean Yield Group | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
| NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| PFG Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
| Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
| Westside Investment Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
| SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2021 | 3 |
| ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
| Strategic Blueprint, LLC | 2 | 1 | 0.00% | 0.81% | 1.27% | Q3 2019 | Q2 2021 | 3 |
| Family Capital Management, Inc. | 3 | 3 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q2 2023 | 3 |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 3 |
| Bickling Financial Services, Inc. | 1 | 1 | 0.09% | 0.12% | 0.15% | Q2 2021 | Q4 2022 | 3 |
| Kalos Management, Inc. | 1 | 1 | 0.00% | 0.15% | 0.33% | Q4 2015 | Q1 2020 | 3 |
| Keystone Financial Group | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
| Towerpoint Wealth, LLC | 3 | 3 | 0.26% | 0.27% | 0.27% | Q4 2018 | Q2 2019 | 3 |
| Coppell Advisory Solutions LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
| CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
| Salient Capital Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
| OneAscent Wealth Management LLC | 3 | 3 | 0.27% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
| Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 3 |
| Charles Schwab Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
| AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.14% | 0.30% | Q2 2022 | Q4 2022 | 3 |
| Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
| Sterling Capital Management LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 3 |
| First Command Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
| Concorde Asset Management, LLC | 2 | 1 | 1.23% | 2.07% | 2.68% | Q3 2022 | Q2 2023 | 3 |
| Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2020 | 3 |
| Formidable Asset Management, LLC | 1 | 1 | 0.07% | 0.15% | 0.22% | Q1 2019 | Q4 2019 | 2 |
| Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
| INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.10% | 0.16% | Q2 2020 | Q1 2023 | 2 |
| BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
| Great Diamond Partners, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
| BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
| OLD MISSION CAPITAL LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q1 2023 | 2 |
| True Capital Management | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
| Veritable, L.P. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2019 | 2 |
| WealthPlan Investment Management, LLC | 1 | 1 | 0.34% | 0.35% | 0.35% | Q1 2022 | Q3 2022 | 2 |
| Bullseye Investment Management, LLC | 2 | 2 | 0.59% | 0.60% | 0.62% | Q4 2021 | Q1 2022 | 2 |
| Auour Investments LLC | 2 | 2 | 0.65% | 0.66% | 0.67% | Q2 2023 | Q3 2023 | 2 |
| Mach-1 Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
| COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 2 |
| CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q2 2022 | Q3 2022 | 2 |
| B. Riley Wealth Management, Inc. | 2 | 2 | 0.03% | 0.09% | 0.14% | Q2 2014 | Q3 2014 | 2 |
| Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
| Convergent Wealth Advisors | 2 | 2 | 0.09% | 0.19% | 0.30% | Q4 2014 | Q1 2015 | 2 |
| Lavaca Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
| ACG Wealth | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
| BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
| Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 2 |
| Financial Advantage, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
| Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
| Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 2 |
| Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
| Argent Trust Co | 2 | 2 | 0.13% | 0.15% | 0.16% | Q4 2014 | Q1 2015 | 2 |
| ForthRight Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q1 2022 | 2 |
| SG Americas Securities, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q3 2014 | 2 |
| TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 2 |
| Winthrop Advisory Group LLC | 2 | 2 | 0.06% | 0.12% | 0.17% | Q4 2017 | Q1 2018 | 2 |
| Icon Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
| Covington Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
| AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.85% | 4.45% | 8.04% | Q1 2015 | Q2 2015 | 2 |
| MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
| Syntal Capital Partners, LLC | 1 | 1 | 0.12% | 0.15% | 0.18% | Q3 2018 | Q1 2019 | 2 |
| Parkside Financial Bank & Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
| Independent Advisor Alliance | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q4 2019 | 2 |
| Avitas Wealth Management LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
| TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 2 |
| STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
| HARVEST CAPITAL MANAGEMENT INC | 2 | 2 | 2.25% | 2.76% | 3.28% | Q1 2019 | Q2 2019 | 2 |
| BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 2 |
| WealthTrust-Arizona, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
| Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 2 |
| Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
| Crabel Capital Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q2 2023 | 2 |
| Sageworth Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
| Beacon Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
| Quintium Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2015 | Q4 2015 | 2 |
| Claraphi Advisory Network, LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q1 2020 | 2 |
| Bremer Bank National Association | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
| Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
| Fortress Wealth Group, LLC | 2 | 2 | 0.28% | 0.30% | 0.31% | Q3 2021 | Q4 2021 | 2 |
| Jackson Wealth Management, LLC | 2 | 2 | 0.50% | 0.54% | 0.57% | Q4 2014 | Q1 2015 | 2 |
| Castleview Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
| Elevated Capital Advisors, LLC | 2 | 2 | 0.48% | 0.77% | 1.06% | Q2 2023 | Q3 2023 | 2 |
| Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
| Gupta Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
| EVOKE WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| Fiduciary Trust Co International of Pennsylvania | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
| Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
| NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
| TIEDEMANN TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
| WFA of San Diego, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
| Goodwin Investment Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
| Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| WEALTH ADVISORS, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
| Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Aurora Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
| WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
| Insight Advisors, LLC/ PA | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
| CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
| DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
| Wealth Quarterback LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
| Aureus Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
| Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
| LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
| Interchange Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
| Stanford Investment Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
| Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
| Retirement Planning Co of New England, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
| WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2014 | Q3 2014 | 1 |
| Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
| IBEX WEALTH ADVISORS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
| Holistic Financial Partners | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2019 | Q1 2019 | 1 |
| SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
| Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
| Richard C. Young & CO., LTD. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
| OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| ARGI Investment Services, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
| CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
| New Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
| Perigon Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
| Coppell Advisory Solutions Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
| Strategic Capital Group LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2014 | Q2 2014 | 1 |
| FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
| JOYN Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
| Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
| OneAscent Financial Services LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
| NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
| Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
| KEB ASSET MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
| Kessler Investment Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
| Divergent Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
| Sugarloaf Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
| Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| WEBSTER BANK, N. A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
| Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
| Litman Gregory Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
| Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
| SteelPeak Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
| ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| Highland Private Wealth Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2018 | Q1 2018 | 1 |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| Gladstone Institutional Advisory LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
| IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
| Dynasty Wealth Management, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2017 | Q4 2017 | 1 |
| GFS Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2016 | Q1 2016 | 1 |
| VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
| Blue Granite Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
| Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Archford Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
| Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
| DT Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
| MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
| Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
| KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
| SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| Bell Rock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
| Clear Creek Financial Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2020 | Q3 2020 | 1 |
| CITY NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
| Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| Curi Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
| tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
| Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| Allegis Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
| Crosspoint Capital Strategies, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
| Foresight Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
| Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
| My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2022 | Q1 2022 | 1 |
| AIRE ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
| Peak Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
| CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
| Advisor OS, LLC | 1 | 1 | 5.69% | 5.69% | 5.69% | Q3 2020 | Q3 2020 | 1 |
| Ausdal Financial Partners, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
| Center Coast Capital Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
| Banco BTG Pactual S.A. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
| Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
| Hamilton Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
| MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
| U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
| Meridian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
| Berman Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
| COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| HRT FINANCIAL LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
| BDO Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
| MCIA Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
| Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
| CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
| KCS Wealth Advisory | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
| Eukles Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
| Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
| IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
| Blackhawk Capital Partners LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
| FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| SFG Wealth Management, LLC. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2022 | Q3 2022 | 1 |
| Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
| Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
| Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
| CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCHANGE TRADED FD or have owned FIRST TR EXCHANGE TRADED FD in the past.