Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.41% | 0.80% | 1.07% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 41 | 41 | 2.02% | 3.07% | 4.36% | Q3 2013 | Q3 2023 | 41 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
PARK NATIONAL CORP /OH/ | 40 | 40 | 0.02% | 0.12% | 0.20% | Q1 2014 | Q4 2023 | 40 |
FIFTH THIRD BANCORP | 28 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 39 |
PNC FINANCIAL SERVICES GROUP, INC. | 29 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 39 |
WHITTIER TRUST CO | 26 | 11 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 37 |
MOLLER WEALTH PARTNERS | 36 | 36 | 1.03% | 7.87% | 12.05% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Sequoia Financial Advisors, LLC | 19 | 8 | 0.01% | 0.06% | 0.28% | Q1 2014 | Q3 2023 | 36 |
CONNABLE OFFICE INC | 35 | 35 | 0.35% | 5.07% | 7.12% | Q1 2015 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
Brinker Capital Investments, LLC | 28 | 1 | 0.00% | 0.31% | 0.79% | Q2 2013 | Q4 2022 | 34 |
Landmark Financial Advisors, LLC | 33 | 33 | 2.55% | 10.36% | 15.53% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 2.54% | 5.73% | 8.62% | Q4 2015 | Q4 2023 | 33 |
Creative Planning | 18 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 33 |
NICOLET BANKSHARES INC | 32 | 32 | 0.12% | 2.98% | 8.19% | Q4 2015 | Q3 2023 | 32 |
BANK OF MONTREAL /CAN/ | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 31 |
Cedar Wealth Management, LLC | 28 | 3 | 0.33% | 1.26% | 3.86% | Q4 2015 | Q3 2023 | 31 |
FMR LLC | 30 | 30 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
LifePlan Financial Group, Inc | 29 | 29 | 0.38% | 1.72% | 5.45% | Q3 2013 | Q3 2020 | 29 |
Daiwa Securities Group Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
S. R. Schill & Associates | 28 | 28 | 1.50% | 2.12% | 2.65% | Q4 2016 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 28 | 28 | 0.01% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 24 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
HUNTINGTON NATIONAL BANK | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 28 |
Dynamic Advisor Solutions LLC | 23 | 4 | 0.02% | 0.15% | 0.28% | Q4 2013 | Q3 2023 | 27 |
CITIGROUP INC | 15 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 27 |
NBT BANK N A /NY | 27 | 27 | 0.68% | 5.96% | 7.90% | Q1 2017 | Q3 2023 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 26 |
Sargent Bickham Lagudis LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 26 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q3 2023 | 25 |
DEUTSCHE BANK AG\ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 25 |
GLENMEDE TRUST CO NA | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Hills Bank & Trust Co | 24 | 24 | 1.32% | 2.91% | 5.98% | Q4 2017 | Q3 2023 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 0.27% | 1.76% | 3.92% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.00% | 5.43% | 17.39% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.10% | 2.08% | 7.02% | Q4 2017 | Q3 2023 | 24 |
AMERIPRISE FINANCIAL INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 24 |
Chicago Partners Investment Group LLC | 14 | 10 | 0.01% | 0.06% | 0.36% | Q3 2015 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Bank of New York Mellon Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 23 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Winning Points Advisors, LLC | 23 | 23 | 0.23% | 0.29% | 0.46% | Q4 2016 | Q2 2022 | 23 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 22 |
FIRST FINANCIAL CORP /IN/ | 22 | 22 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 10 | 3 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.05% | 0.12% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Well Done, LLC | 17 | 5 | 0.04% | 0.08% | 0.10% | Q1 2018 | Q3 2023 | 22 |
NAPLES GLOBAL ADVISORS, LLC | 22 | 22 | 0.03% | 0.18% | 0.83% | Q2 2018 | Q3 2023 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 1.54% | 2.66% | 3.67% | Q4 2017 | Q3 2023 | 22 |
Simmons Bank | 22 | 22 | 0.02% | 0.39% | 0.84% | Q1 2017 | Q2 2022 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 22 |
Ledyard National Bank | 21 | 21 | 0.02% | 0.25% | 0.64% | Q1 2014 | Q1 2019 | 21 |
Perella Weinberg Partners Capital Management LP | 15 | 6 | 0.33% | 3.24% | 11.65% | Q2 2016 | Q2 2022 | 21 |
Clark Capital Management Group, Inc. | 11 | 10 | 0.03% | 0.13% | 0.21% | Q2 2017 | Q3 2023 | 21 |
DUBUQUE BANK & TRUST CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 21 |
OneDigital Investment Advisors LLC | 18 | 3 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Independence Bank of Kentucky | 21 | 21 | 0.03% | 0.68% | 1.39% | Q3 2018 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.06% | 0.15% | Q1 2015 | Q3 2023 | 21 |
Filament LLC | 20 | 20 | 0.38% | 0.88% | 1.27% | Q4 2015 | Q3 2020 | 20 |
VPR Management LLC | 20 | 20 | 0.87% | 3.67% | 5.39% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 20 |
VeraBank, N.A. | 20 | 20 | 3.37% | 4.38% | 5.30% | Q4 2018 | Q3 2023 | 20 |
PINNACLE ASSOCIATES LTD | 20 | 20 | 0.01% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Family Firm, Inc. | 20 | 20 | 0.12% | 0.20% | 0.43% | Q4 2014 | Q3 2019 | 20 |
CITIZENS & NORTHERN CORP | 20 | 20 | 5.49% | 7.21% | 9.66% | Q4 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 19 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.08% | 0.34% | 0.74% | Q1 2019 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Lattice Strategies LLC | 19 | 19 | 0.20% | 1.04% | 1.48% | Q3 2014 | Q1 2019 | 19 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.11% | 0.77% | Q4 2014 | Q3 2023 | 19 |
Circle Wealth Management, LLC | 18 | 18 | 0.01% | 0.13% | 0.22% | Q2 2019 | Q3 2023 | 18 |
WESBANCO BANK INC | 11 | 7 | 0.02% | 0.06% | 0.31% | Q1 2019 | Q3 2023 | 18 |
Wealthcare Advisory Partners LLC | 11 | 7 | 0.00% | 0.18% | 0.37% | Q3 2018 | Q3 2023 | 18 |
Keeley-Teton Advisors, LLC | 18 | 18 | 0.04% | 0.11% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 16 | 2 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Kendall Capital Management | 14 | 3 | 0.20% | 0.39% | 0.70% | Q2 2019 | Q3 2023 | 17 |
WEST PACES ADVISORS INC. | 17 | 17 | 0.06% | 0.16% | 0.47% | Q4 2016 | Q4 2020 | 17 |
TD Ameritrade Trust Co | 17 | 17 | 2.08% | 3.07% | 3.51% | Q3 2013 | Q3 2017 | 17 |
ARKANSAS FINANCIAL GROUP, INC. | 17 | 17 | 0.38% | 0.94% | 1.35% | Q3 2019 | Q3 2023 | 17 |
MD Financial Management Inc. | 17 | 17 | 2.77% | 4.13% | 5.37% | Q4 2017 | Q4 2021 | 17 |
Moors & Cabot, Inc. | 13 | 4 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 17 |
Bremer Bank National Association | 17 | 17 | 0.14% | 0.20% | 0.49% | Q1 2019 | Q1 2023 | 17 |
Sigma Planning Corp | 10 | 7 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 17 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 17 |
Litman Gregory Wealth Management LLC | 16 | 1 | 0.03% | 0.39% | 0.77% | Q3 2017 | Q4 2021 | 17 |
Hanlon Investment Management, Inc. | 11 | 6 | 0.05% | 0.23% | 0.54% | Q1 2019 | Q3 2023 | 17 |
FDx Advisors, Inc. | 17 | 17 | 0.15% | 0.24% | 0.48% | Q3 2019 | Q3 2023 | 17 |
CULLEN/FROST BANKERS, INC. | 8 | 2 | 0.00% | 0.51% | 1.52% | Q2 2017 | Q3 2023 | 17 |
WASHINGTON TRUST BANK | 12 | 4 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2018 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.19% | 0.80% | 1.66% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Pure Financial Advisors, LLC | 16 | 16 | 0.57% | 0.87% | 1.06% | Q1 2020 | Q4 2023 | 16 |
Legacy Financial Strategies, LLC | 16 | 16 | 0.17% | 2.55% | 7.17% | Q4 2017 | Q3 2021 | 16 |
DOW CHEMICAL CO /DE/ | 16 | 16 | 0.85% | 1.45% | 3.47% | Q1 2014 | Q4 2017 | 16 |
Cerity Partners LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Boltwood Capital Management | 15 | 15 | 0.25% | 1.47% | 2.13% | Q2 2020 | Q4 2023 | 15 |
KCM INVESTMENT ADVISORS LLC | 12 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Kingsview Wealth Management, LLC | 7 | 1 | 0.02% | 0.17% | 0.34% | Q2 2018 | Q2 2022 | 15 |
EVOKE WEALTH, LLC | 15 | 15 | 0.00% | 3.03% | 3.97% | Q1 2020 | Q3 2023 | 15 |
SVB WEALTH LLC | 15 | 15 | 0.08% | 0.32% | 0.53% | Q1 2020 | Q3 2023 | 15 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
BROWN BROTHERS HARRIMAN & CO | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Columbus Macro, LLC | 11 | 3 | 0.22% | 0.56% | 2.83% | Q3 2019 | Q3 2023 | 14 |
Hirtle Callaghan & Co LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2020 | 14 |
EFG Asset Management (Americas) Corp. | 8 | 6 | 0.02% | 0.10% | 0.25% | Q4 2013 | Q2 2018 | 14 |
EP Wealth Advisors, LLC | 13 | 1 | 0.01% | 0.03% | 0.22% | Q2 2019 | Q3 2023 | 14 |
Pasadena Private Wealth, LLC | 14 | 14 | 2.00% | 3.68% | 5.20% | Q2 2020 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.11% | Q3 2015 | Q2 2023 | 14 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 8 | 6 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2017 | 14 |
OPPENHEIMER & CO INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2020 | 14 |
MUFG Americas Holdings Corp | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2019 | 14 |
Round Table Services, LLC | 14 | 14 | 0.09% | 0.12% | 0.18% | Q1 2019 | Q2 2022 | 14 |
Orion Portfolio Solutions, LLC | 10 | 3 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Cetera Advisors LLC | 7 | 2 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 13 |
FIRST INTERSTATE BANK | 13 | 13 | 0.08% | 0.10% | 0.12% | Q2 2016 | Q2 2019 | 13 |
OPTIMUM INVESTMENT ADVISORS | 10 | 3 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2022 | 13 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.15% | 1.49% | 2.36% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.02% | 0.15% | 0.45% | Q2 2013 | Q2 2016 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
IndexIQ Advisors LLC | 13 | 13 | 0.00% | 0.15% | 0.35% | Q1 2019 | Q1 2022 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
QS Investors, LLC | 13 | 13 | 0.09% | 0.42% | 0.79% | Q3 2014 | Q3 2017 | 13 |
Hilltop Holdings Inc. | 11 | 2 | 0.07% | 0.15% | 0.23% | Q4 2016 | Q2 2020 | 13 |
Beacon Pointe Advisors, LLC | 13 | 13 | 0.12% | 0.38% | 0.70% | Q3 2020 | Q3 2023 | 13 |
Sowell Financial Services LLC | 7 | 6 | 0.00% | 0.14% | 1.11% | Q3 2019 | Q3 2023 | 13 |
CAPITAL ADVISORS INC/OK | 13 | 13 | 0.10% | 0.36% | 0.85% | Q4 2016 | Q4 2019 | 13 |
FIDUCIARY TRUST INTERNATIONAL LLC | 6 | 1 | 0.61% | 1.40% | 2.34% | Q3 2014 | Q2 2020 | 13 |
Avior Wealth Management, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
FineMark National Bank & Trust | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.12% | 0.19% | 0.30% | Q4 2020 | Q3 2023 | 12 |
FIFTH THIRD SECURITIES, INC. | 9 | 3 | 0.02% | 0.14% | 0.79% | Q1 2020 | Q1 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.04% | 0.11% | 0.29% | Q4 2020 | Q3 2023 | 12 |
FIDUCIENT ADVISORS LLC | 12 | 12 | 0.17% | 0.68% | 0.83% | Q4 2020 | Q3 2023 | 12 |
UMB Bank, n.a. | 5 | 3 | 0.00% | 0.10% | 0.35% | Q2 2016 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.01% | 0.15% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Community Bank, N.A. | 12 | 12 | 0.04% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Regis Management CO LLC | 12 | 12 | 0.22% | 0.46% | 0.65% | Q1 2020 | Q4 2022 | 12 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 12 | 12 | 0.09% | 0.27% | 0.59% | Q2 2019 | Q1 2022 | 12 |
M Financial Asset Management, Inc. | 12 | 12 | 2.68% | 4.39% | 6.02% | Q3 2020 | Q2 2023 | 12 |
Dorsey & Whitney Trust CO LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 1.23% | 2.57% | 3.81% | Q4 2020 | Q3 2023 | 12 |
FIRST FOUNDATION ADVISORS | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Pekin Hardy Strauss, Inc. | 11 | 11 | 0.09% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 11 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 10 | 1 | 0.51% | 1.37% | 4.73% | Q4 2019 | Q3 2023 | 11 |
ALLIANCEBERNSTEIN L.P. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2023 | 11 |
TIEDEMANN ADVISORS, LLC | 11 | 11 | 0.07% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 11 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.05% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Fortis Advisors, LLC | 11 | 11 | 2.33% | 3.00% | 3.96% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q1 2022 | 11 |
Patriot Financial Group Insurance Agency, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 11 |
Navalign, LLC | 11 | 11 | 3.91% | 4.74% | 5.28% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Prospera Financial Services Inc | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Rain Capital Management, LLC | 11 | 11 | 0.53% | 1.58% | 5.60% | Q1 2021 | Q3 2023 | 11 |
Sageworth Trust Co | 11 | 11 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q2 2023 | 11 |
Mariner, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 11 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 1.30% | 2.65% | 3.49% | Q1 2021 | Q3 2023 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Resonant Capital Advisors, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Pinnacle Wealth Management Advisory Group, LLC | 10 | 10 | 0.04% | 0.49% | 0.87% | Q2 2021 | Q3 2023 | 10 |
GARRISON POINT ADVISORS, LLC | 10 | 10 | 0.28% | 0.52% | 0.68% | Q2 2021 | Q3 2023 | 10 |
Capital Bank & Trust Co | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 10 |
Busey Bank | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Vista Private Wealth Partners. LLC | 10 | 10 | 1.03% | 1.54% | 2.20% | Q2 2021 | Q3 2023 | 10 |
Greenwich Wealth Management LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Sandy Spring Bank | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 10 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 10 |
Steward Partners Investment Advisory, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2023 | 10 |
3D/L Capital Management, LLC | 6 | 4 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.02% | 0.51% | 1.00% | Q4 2018 | Q1 2021 | 10 |
CPWM, LLC | 10 | 10 | 0.27% | 0.44% | 0.65% | Q3 2015 | Q4 2017 | 10 |
Provident Wealth Management, LLC | 10 | 10 | 0.50% | 0.98% | 1.51% | Q2 2021 | Q3 2023 | 10 |
Apriem Advisors | 7 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q2 2018 | 10 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.03% | 0.16% | Q2 2017 | Q1 2023 | 10 |
Allworth Financial LP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
Janney Montgomery Scott LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 10 |
GREENLEAF TRUST | 10 | 10 | 0.00% | 0.06% | 0.15% | Q2 2021 | Q3 2023 | 10 |
AllSquare Wealth Management LLC | 9 | 9 | 0.00% | 0.19% | 0.27% | Q3 2021 | Q3 2023 | 9 |
PRUDENTIAL FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Traverso Chambers Private Wealth Management, LLC | 9 | 9 | 1.56% | 1.84% | 2.23% | Q3 2021 | Q3 2023 | 9 |
Enterprise Bank & Trust Co | 8 | 1 | 1.57% | 4.63% | 6.37% | Q1 2019 | Q3 2023 | 9 |
ROCKEFELLER FINANCIAL SERVICES INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 9 |
Arete Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.76% | 1.22% | Q3 2017 | Q3 2019 | 9 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 9 | 0.09% | 0.12% | 0.17% | Q2 2019 | Q2 2021 | 9 |
Global Trust Asset Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2019 | 9 |
Cambria Investment Management, L.P. | 3 | 1 | 0.60% | 0.89% | 1.14% | Q3 2016 | Q4 2022 | 9 |
Money Design Co.,Ltd. | 9 | 9 | 0.00% | 0.44% | 1.14% | Q3 2021 | Q3 2023 | 9 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 8 |
United Bank | 8 | 8 | 3.97% | 5.36% | 6.77% | Q4 2021 | Q3 2023 | 8 |
WEBSTER BANK, N. A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EQUITABLE TRUST CO | 8 | 8 | 0.64% | 2.39% | 3.80% | Q4 2021 | Q3 2023 | 8 |
HANCOCK WHITNEY CORP | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co of South Dakota | 8 | 8 | 1.17% | 2.11% | 2.48% | Q4 2021 | Q3 2023 | 8 |
Israel Discount Bank of New York | 8 | 8 | 1.01% | 1.94% | 3.08% | Q4 2021 | Q3 2023 | 8 |
Garde Capital, Inc. | 8 | 8 | 0.16% | 0.45% | 0.61% | Q4 2018 | Q3 2020 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.21% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 8 |
JNBA Financial Advisors | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.75% | 0.92% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Roundview Capital LLC | 8 | 8 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q2 2022 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
Latigo Investments, LLC | 8 | 8 | 5.65% | 6.79% | 7.63% | Q4 2021 | Q3 2023 | 8 |
Smallwood Wealth Investment Management, LLC | 8 | 8 | 1.05% | 1.19% | 1.43% | Q4 2021 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
SIGNET FINANCIAL MANAGEMENT, LLC | 7 | 1 | 0.05% | 0.15% | 0.20% | Q4 2014 | Q2 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Herold Advisors, Inc. | 7 | 1 | 0.02% | 0.28% | 0.36% | Q3 2021 | Q3 2023 | 8 |
Omega Financial Group, LLC | 8 | 8 | 1.25% | 2.45% | 3.27% | Q4 2020 | Q3 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.07% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
COMERICA BANK | 6 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 8 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 8 |
CHOREO, LLC | 8 | 8 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
COMMERCE BANK | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mirae Asset Global Investments Co., Ltd. | 5 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
BAROMETER CAPITAL MANAGEMENT INC. | 8 | 8 | 0.13% | 0.25% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Colony Family Offices, LLC | 8 | 8 | 5.02% | 5.46% | 5.89% | Q4 2021 | Q3 2023 | 8 |
Riverview Trust Co | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 8 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.05% | 0.35% | 0.68% | Q4 2014 | Q3 2022 | 8 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Fermata Advisors, LLC | 7 | 7 | 0.65% | 1.31% | 2.84% | Q1 2022 | Q3 2023 | 7 |
PRIVATE TRUST CO NA | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 7 |
BRIGHTON JONES LLC | 4 | 1 | 0.01% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.02% | 0.29% | 0.67% | Q1 2021 | Q3 2023 | 7 |
ESL Trust Services, LLC | 7 | 7 | 1.86% | 2.39% | 2.64% | Q4 2019 | Q2 2021 | 7 |
NICHOLS & PRATT ADVISERS LLP /MA | 7 | 7 | 0.04% | 0.10% | 0.12% | Q1 2014 | Q3 2015 | 7 |
Smithfield Trust Co | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
INVESTMENT PARTNERS, LTD. | 7 | 7 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q3 2022 | 7 |
WEST MICHIGAN ADVISORS, LLC | 7 | 7 | 1.36% | 2.17% | 2.90% | Q1 2022 | Q3 2023 | 7 |
Renasant Bank | 7 | 7 | 0.37% | 0.39% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Advance Capital Management, Inc. | 7 | 7 | 0.10% | 4.29% | 9.94% | Q1 2022 | Q3 2023 | 7 |
AMERICAN NATIONAL BANK | 7 | 7 | 0.01% | 0.03% | 0.13% | Q1 2022 | Q3 2023 | 7 |
CENTRAL TRUST Co | 4 | 1 | 0.00% | 0.17% | 0.47% | Q3 2014 | Q3 2023 | 7 |
Alaska Wealth Advisors | 7 | 7 | 0.00% | 0.64% | 1.39% | Q1 2022 | Q3 2023 | 7 |
Sound Income Strategies, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AE Wealth Management LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 7 |
3EDGE Asset Management, LP | 3 | 1 | 0.04% | 1.10% | 2.86% | Q2 2020 | Q2 2022 | 7 |
BlackRock Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 7 |
Cordasco Financial Network | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Wealthspire Advisors, L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 7 |
Opus Capital Group, LLC | 7 | 7 | 0.08% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ALTFEST L J & CO INC | 7 | 7 | 0.10% | 0.84% | 2.77% | Q1 2022 | Q3 2023 | 7 |
SeaBridge Investment Advisors LLC | 6 | 1 | 0.01% | 0.75% | 1.11% | Q2 2014 | Q2 2023 | 7 |
Total Wealth Planning, LLC | 7 | 7 | 0.06% | 0.22% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Jacobsen Capital Management | 3 | 3 | 0.40% | 0.55% | 0.72% | Q2 2019 | Q4 2020 | 6 |
Brio Consultants, LLC | 6 | 6 | 1.10% | 1.47% | 1.73% | Q2 2022 | Q3 2023 | 6 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 6 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 6 |
Stelac Advisory Services LLC | 6 | 6 | 0.70% | 1.05% | 1.28% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q4 2022 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
SYNOVUS FINANCIAL CORP | 5 | 1 | 0.00% | 0.02% | 0.02% | Q1 2014 | Q1 2020 | 6 |
Black Swift Group, LLC | 6 | 6 | 0.64% | 2.06% | 2.93% | Q4 2021 | Q1 2023 | 6 |
White Pine Investment CO | 6 | 6 | 0.13% | 0.28% | 0.42% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.10% | 0.23% | Q4 2016 | Q1 2023 | 6 |
Edge Capital Group, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 6 |
Evercore Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.05% | 0.16% | Q4 2016 | Q3 2022 | 6 |
Centerpoint Advisors, LLC | 6 | 6 | 4.57% | 5.20% | 5.80% | Q2 2022 | Q3 2023 | 6 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 6 | 6 | 0.51% | 0.60% | 0.74% | Q4 2013 | Q1 2015 | 6 |
Benedetti & Gucer, Inc. | 6 | 6 | 0.59% | 0.73% | 0.89% | Q2 2022 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.09% | 0.39% | 0.86% | Q2 2022 | Q3 2023 | 6 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Hudson Value Partners, LLC | 6 | 6 | 0.15% | 0.20% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Colonial River Wealth Management, LLC | 6 | 6 | 0.14% | 0.48% | 0.90% | Q2 2022 | Q3 2023 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Pinnacle Summer Investments, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.40% | 0.57% | 0.89% | Q2 2022 | Q3 2023 | 6 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.04% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 6 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 6 |
Fluent Financial, LLC | 6 | 6 | 0.90% | 1.66% | 2.48% | Q2 2018 | Q3 2019 | 6 |
Financial Advocates Investment Management | 3 | 3 | 0.05% | 0.11% | 0.17% | Q1 2018 | Q1 2023 | 6 |
Autumn Glory Partners, LLC | 5 | 1 | 0.14% | 0.54% | 0.77% | Q1 2022 | Q3 2023 | 6 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Paragon Capital Management Ltd | 5 | 1 | 0.00% | 1.35% | 1.89% | Q4 2021 | Q3 2023 | 6 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2017 | 6 |
1832 Asset Management L.P. | 4 | 2 | 0.04% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 6 |
JFS WEALTH ADVISORS, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2020 | 6 |
Perennial Investment Advisors, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2022 | 6 |
REDW Wealth LLC | 4 | 1 | 0.07% | 0.10% | 0.12% | Q2 2021 | Q4 2022 | 5 |
GREAT LAKES ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.00% | 0.10% | 0.14% | Q4 2017 | Q2 2023 | 5 |
Guidant Wealth Advisors | 3 | 2 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2019 | 5 |
FFT WEALTH MANAGEMENT LLC | 5 | 5 | 0.05% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 5 |
STEPH & CO | 2 | 1 | 0.07% | 3.31% | 7.78% | Q4 2019 | Q3 2023 | 5 |
Blue Edge Capital, LLC | 5 | 5 | 0.77% | 0.83% | 0.90% | Q4 2018 | Q4 2019 | 5 |
ASSOCIATED BANC-CORP | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q1 2021 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 1 | 0.01% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 5 |
M Holdings Securities, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 5 |
Compass Ion Advisors, LLC | 5 | 5 | 0.50% | 0.57% | 0.64% | Q2 2021 | Q2 2022 | 5 |
Alaska Permanent Capital Management | 5 | 5 | 0.02% | 0.92% | 1.62% | Q1 2022 | Q1 2023 | 5 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2023 | 5 |
STAPP WEALTH MANAGEMENT, PLLC | 5 | 5 | 4.17% | 5.45% | 6.06% | Q3 2022 | Q3 2023 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Fusion Investment Group, LLC | 5 | 5 | 0.45% | 1.04% | 1.88% | Q4 2014 | Q4 2015 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.21% | 0.30% | 0.35% | Q4 2021 | Q4 2022 | 5 |
Price Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 5 |
BerganKDV Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Hudock, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 5 | 5 | 0.21% | 0.26% | 0.35% | Q2 2022 | Q2 2023 | 5 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 5 | 5 | 0.10% | 0.11% | 0.14% | Q2 2021 | Q2 2022 | 5 |
Custos Family Office, LLC | 5 | 5 | 0.46% | 0.52% | 0.62% | Q3 2022 | Q3 2023 | 5 |
MOTCO | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 5 |
PFS Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Johnson Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 5 |
WCG Wealth Advisors LLC | 4 | 4 | 0.08% | 1.04% | 1.41% | Q2 2022 | Q1 2023 | 5 |
Strategic Blueprint, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.04% | 0.08% | 0.13% | Q1 2016 | Q4 2016 | 4 |
White Lighthouse Investment Management Inc. | 4 | 4 | 0.13% | 0.15% | 0.17% | Q1 2019 | Q4 2019 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
M&T BANK CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quent Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CAPITAL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.84% | 5.08% | 7.05% | Q4 2022 | Q3 2023 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Activest Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2016 | 4 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q3 2018 | Q2 2019 | 4 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q3 2022 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 2.30% | 3.16% | 3.82% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.25% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 4 |
PSI Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.05% | Q4 2019 | Q1 2022 | 4 |
Ferris Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 4 |
STUDIO INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.06% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
TIAA, FSB | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q1 2023 | 4 |
Commonwealth Equity Services, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 4 |
Centric Wealth Management | 2 | 1 | 0.21% | 0.22% | 0.27% | Q2 2019 | Q3 2020 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WEDBUSH SECURITIES INC | 3 | 1 | 0.01% | 0.05% | 0.07% | Q2 2016 | Q1 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q4 2018 | 4 |
DOWLING & YAHNKE LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 4 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.62% | 0.77% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Andesa Financial Management Inc. | 4 | 4 | 0.68% | 1.73% | 2.28% | Q4 2017 | Q3 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.02% | 0.08% | 0.19% | Q2 2021 | Q2 2022 | 4 |
SIMPLEX TRADING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.16% | 0.27% | 0.35% | Q3 2016 | Q1 2018 | 4 |
Financial Futures Ltd Liability Co. | 4 | 4 | 0.49% | 2.06% | 4.54% | Q1 2022 | Q4 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Evanson Asset Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2013 | Q3 2014 | 4 |
Montecito Bank & Trust | 4 | 4 | 0.15% | 0.19% | 0.22% | Q1 2014 | Q4 2014 | 4 |
INSIGHT 2811, INC. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 3 |
Kissinger Financial Services LLC | 3 | 3 | 1.07% | 1.14% | 1.26% | Q4 2016 | Q2 2017 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 3 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 3 |
ROPES WEALTH ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.06% | 0.10% | 0.14% | Q3 2021 | Q1 2022 | 3 |
TD Waterhouse Canada Inc. | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Regis Acquisition Inc. | 3 | 3 | 1.32% | 1.60% | 2.01% | Q1 2023 | Q3 2023 | 3 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 2.08% | 2.23% | 2.53% | Q4 2021 | Q2 2022 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Cadence Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2022 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.88% | 1.06% | 1.16% | Q1 2023 | Q3 2023 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Farmers National Bank | 2 | 1 | 0.21% | 0.44% | 0.58% | Q2 2018 | Q2 2019 | 3 |
L.M. KOHN & COMPANY | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Intrepid Financial Planning Group LLC | 3 | 3 | 0.44% | 0.47% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.01% | 0.06% | 0.15% | Q2 2019 | Q4 2019 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.00% | 0.35% | 0.55% | Q2 2013 | Q4 2013 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 3 | 0.04% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Aspen Wealth Strategies, LLC | 3 | 3 | 0.26% | 0.35% | 0.41% | Q4 2022 | Q2 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 3 |
Aspen Grove Capital, LLC | 3 | 3 | 0.48% | 0.58% | 0.69% | Q1 2023 | Q3 2023 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 3 |
Disciplined Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
HAP Trading, LLC | 2 | 1 | 0.02% | 0.17% | 0.44% | Q1 2020 | Q3 2022 | 3 |
DIVIDEND ASSETS CAPITAL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 3 |
Millburn Ridgefield Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.03% | 0.19% | 0.37% | Q3 2019 | Q1 2020 | 3 |
Zions Bancorporation | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 3 |
MCF Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2017 | 3 |
Consilium Wealth Advisory, LLC | 3 | 3 | 0.67% | 0.73% | 0.77% | Q4 2021 | Q2 2022 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Northeast Financial Consultants Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Whitnell & Co. | 2 | 2 | 0.21% | 0.21% | 0.21% | Q3 2019 | Q4 2019 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.74% | 0.77% | 0.81% | Q2 2023 | Q3 2023 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.23% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
TCF National Bank | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
MILESTONE WEALTH, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Surevest, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
BADGLEY PHELPS & BELL INC | 2 | 2 | 0.41% | 0.41% | 0.41% | Q1 2021 | Q2 2021 | 2 |
Yellowstone Partners, LLC | 2 | 2 | 0.39% | 0.46% | 0.52% | Q3 2017 | Q4 2017 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2013 | Q2 2013 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
NOTTINGHAM ADVISORS, INC. | 2 | 2 | 1.79% | 1.79% | 1.80% | Q2 2013 | Q3 2013 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 2 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Verus Financial Partners, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
One Capital Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q2 2022 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2023 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2015 | Q2 2015 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2019 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 2 |
Lutz Financial Services LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q4 2018 | 2 |
Starfox Financial Services, LLC | 2 | 2 | 2.48% | 2.48% | 2.48% | Q1 2022 | Q2 2022 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 2 | 2 | 0.09% | 0.11% | 0.12% | Q3 2018 | Q4 2018 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2022 | 2 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.00% | 0.51% | 1.02% | Q2 2023 | Q3 2023 | 2 |
Flagship Private Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Barry Investment Advisors, LLC | 2 | 2 | 0.09% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Choate Investment Advisors | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2021 | Q1 2021 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Eukles Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
25 LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Lunt Capital Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2014 | Q4 2014 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Homrich & Berg | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Essex Savings Bank | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
GenTrust, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2021 | Q4 2021 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Friedenthal Financial | 1 | 1 | 3.60% | 3.60% | 3.60% | Q1 2022 | Q1 2022 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Truxt Investmentos Ltda. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Csenge Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sabal Trust CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
St. James Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Douglass Winthrop Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
DERBY & COMPANY, INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 6.99% | 6.99% | 6.99% | Q1 2023 | Q1 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2017 | Q3 2017 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aries Wealth Management | 1 | 1 | 3.27% | 3.27% | 3.27% | Q1 2022 | Q1 2022 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bell Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Farmers & Merchants Trust Co of Long Beach | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2019 | Q4 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Cooper Financial Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2016 | Q4 2016 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q1 2022 | Q1 2022 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
External links
This page lists all the filers that currently own FLEXSHARES TR or have owned FLEXSHARES TR in the past.