Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 32 | 32 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q1 2021 | 94 |
BARCLAYS PLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 86 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 61 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.14% | 0.90% | Q1 2009 | Q3 2023 | 60 |
GOLDMAN SACHS GROUP INC | 20 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q1 2021 | 51 |
Goldstein Munger & Associates | 46 | 46 | 3.46% | 5.34% | 8.06% | Q4 2009 | Q1 2021 | 46 |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q1 2021 | 46 |
Citadel Advisors | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2021 | 45 |
Arbor Investment Advisors, LLC | 43 | 43 | 0.05% | 0.15% | 0.35% | Q4 2010 | Q2 2021 | 43 |
Cutler Group LLC / CA | 12 | 8 | 0.00% | 0.02% | 0.38% | Q4 2015 | Q1 2021 | 43 |
VALICENTI ADVISORY SERVICES INC | 42 | 42 | 0.10% | 0.24% | 1.21% | Q2 2013 | Q3 2023 | 42 |
Mirae Asset Global Investments Co., Ltd. | 32 | 1 | 0.01% | 0.12% | 0.84% | Q4 2008 | Q1 2021 | 42 |
MUFG Americas Holdings Corp | 42 | 42 | 0.00% | 0.19% | 0.92% | Q4 2010 | Q1 2021 | 42 |
Walleye Trading LLC | 18 | 1 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q1 2020 | 41 |
Parallax Volatility Advisers, L.P. | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 39 |
UBS Group AG | 26 | 26 | 0.00% | 0.05% | 0.22% | Q4 2014 | Q1 2021 | 36 |
First Horizon Advisors, Inc. | 21 | 15 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q1 2021 | 36 |
ICONIQ Capital, LLC | 34 | 1 | 0.02% | 3.83% | 12.73% | Q1 2013 | Q4 2021 | 35 |
KEYBANK NATIONAL ASSOCIATION/OH | 34 | 34 | 0.01% | 0.03% | 0.21% | Q4 2012 | Q1 2021 | 34 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 34 | 34 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2021 | 34 |
Freedom Investment Management, Inc. | 34 | 34 | 0.06% | 0.31% | 0.94% | Q1 2013 | Q2 2021 | 34 |
CAMBRIDGE TRUST CO | 34 | 34 | 0.02% | 0.21% | 1.25% | Q2 2013 | Q3 2021 | 34 |
WELLS FARGO & COMPANY/MN | 32 | 32 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q1 2021 | 33 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q1 2021 | 33 |
Pekin Hardy Strauss, Inc. | 33 | 33 | 0.03% | 0.24% | 1.01% | Q1 2013 | Q1 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.00% | 0.12% | 0.29% | Q2 2013 | Q1 2021 | 33 |
SCHWARTZ INVESTMENT COUNSEL INC | 33 | 33 | 0.01% | 0.21% | 1.20% | Q2 2013 | Q2 2021 | 33 |
HighTower Advisors, LLC | 32 | 32 | 0.00% | 0.07% | 0.41% | Q2 2013 | Q1 2021 | 33 |
SEGALL BRYANT & HAMILL, LLC | 33 | 33 | 0.01% | 0.05% | 0.13% | Q1 2013 | Q1 2021 | 33 |
COMMERCE BANK | 33 | 33 | 0.03% | 0.07% | 0.38% | Q1 2013 | Q1 2021 | 33 |
Cetera Advisor Networks LLC | 33 | 33 | 0.06% | 0.12% | 0.24% | Q1 2013 | Q1 2021 | 33 |
Indiana Trust & Investment Management CO | 33 | 33 | 0.08% | 0.13% | 0.26% | Q2 2013 | Q2 2021 | 33 |
BANK OF MONTREAL /CAN/ | 32 | 32 | 0.00% | 0.01% | 0.17% | Q2 2013 | Q1 2021 | 32 |
BLAIR WILLIAM & CO/IL | 32 | 32 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 32 |
Glovista Investments LLC | 32 | 32 | 0.11% | 0.61% | 3.22% | Q2 2013 | Q1 2021 | 32 |
HOWLAND CAPITAL MANAGEMENT LLC | 32 | 32 | 0.14% | 0.27% | 0.62% | Q2 2013 | Q1 2021 | 32 |
Cambridge Investment Research Advisors, Inc. | 32 | 32 | 0.05% | 0.12% | 0.21% | Q2 2013 | Q1 2021 | 32 |
BINGHAM OSBORN & SCARBOROUGH LLC | 32 | 32 | 0.40% | 0.53% | 0.69% | Q2 2013 | Q1 2021 | 32 |
D.A. DAVIDSON & CO. | 32 | 32 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q1 2021 | 32 |
Neuberger Berman Group LLC | 32 | 32 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2021 | 32 |
HUSSMAN STRATEGIC ADVISORS, INC. | 32 | 32 | 0.01% | 0.15% | 0.61% | Q2 2013 | Q1 2021 | 32 |
Bank of New York Mellon Corp | 32 | 32 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2021 | 32 |
Barrett Asset Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 32 |
BCWM, LLC | 32 | 32 | 0.72% | 2.40% | 3.85% | Q2 2013 | Q1 2021 | 32 |
Private Harbour Investment Management & Counsel, LLC | 32 | 32 | 0.36% | 0.84% | 7.51% | Q2 2013 | Q1 2021 | 32 |
STEPHENS INC /AR/ | 32 | 32 | 0.00% | 0.34% | 1.93% | Q2 2013 | Q1 2021 | 32 |
ALESCO ADVISORS LLC | 32 | 32 | 0.01% | 0.12% | 0.22% | Q2 2013 | Q1 2021 | 32 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q1 2021 | 32 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 32 | 32 | 0.01% | 0.62% | 2.83% | Q2 2013 | Q1 2021 | 32 |
Modera Wealth Management, LLC | 32 | 32 | 0.06% | 0.66% | 2.07% | Q2 2013 | Q1 2021 | 32 |
Vigilant Capital Management, LLC | 32 | 32 | 0.65% | 1.69% | 2.79% | Q2 2013 | Q1 2021 | 32 |
Mariner, LLC | 32 | 32 | 0.04% | 0.39% | 3.95% | Q2 2013 | Q1 2021 | 32 |
WEDBUSH SECURITIES INC | 32 | 32 | 0.02% | 0.10% | 0.30% | Q2 2013 | Q1 2021 | 32 |
Madden Advisory Services, Inc. | 32 | 32 | 0.66% | 1.18% | 1.99% | Q2 2013 | Q1 2021 | 32 |
FIFTH THIRD BANCORP | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
Lesa Sroufe & Co | 32 | 32 | 0.06% | 0.11% | 0.25% | Q2 2013 | Q1 2021 | 32 |
Creative Planning | 32 | 32 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2021 | 32 |
REGIONS FINANCIAL CORP | 32 | 32 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 32 |
FMR LLC | 32 | 32 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q1 2021 | 32 |
OPPENHEIMER & CO INC | 32 | 32 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q1 2021 | 32 |
WHITTIER TRUST CO OF NEVADA INC | 32 | 32 | 0.10% | 0.16% | 0.24% | Q2 2013 | Q1 2021 | 32 |
CADINHA & CO LLC | 32 | 32 | 0.03% | 1.39% | 6.29% | Q2 2013 | Q1 2021 | 32 |
COHEN & STEERS, INC. | 32 | 32 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q1 2021 | 32 |
BURNS J W & CO INC/NY | 32 | 32 | 0.08% | 0.16% | 0.46% | Q2 2013 | Q1 2021 | 32 |
Ancora Advisors LLC | 32 | 32 | 0.10% | 0.29% | 0.41% | Q2 2013 | Q1 2021 | 32 |
SCOTIA CAPITAL INC. | 32 | 32 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 32 |
BOKF, NA | 32 | 32 | 0.05% | 0.15% | 0.72% | Q2 2013 | Q1 2021 | 32 |
BESSEMER GROUP INC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 32 |
SIGMA INVESTMENT COUNSELORS INC | 32 | 32 | 0.47% | 0.68% | 1.13% | Q2 2013 | Q1 2021 | 32 |
MORGAN STANLEY | 32 | 32 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q1 2021 | 32 |
MOTCO | 32 | 32 | 0.00% | 0.13% | 0.19% | Q2 2013 | Q1 2021 | 32 |
Financial Management Professionals, Inc. | 32 | 32 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2021 | 32 |
Kingfisher Capital LLC | 32 | 32 | 0.12% | 1.64% | 4.60% | Q2 2013 | Q1 2021 | 32 |
Sandy Spring Bank | 32 | 32 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q1 2021 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 32 | 32 | 0.00% | 0.55% | 2.31% | Q2 2013 | Q1 2021 | 32 |
CENTRAL TRUST Co | 32 | 32 | 0.01% | 1.90% | 5.55% | Q2 2013 | Q1 2021 | 32 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 32 | 32 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q1 2021 | 32 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 32 | 32 | 0.04% | 0.13% | 0.28% | Q2 2013 | Q1 2021 | 32 |
ROYAL BANK OF CANADA | 32 | 32 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2021 | 32 |
Clear Harbor Asset Management, LLC | 32 | 32 | 0.06% | 0.44% | 0.99% | Q2 2013 | Q1 2021 | 32 |
Highlander Capital Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
NORTHSTAR INVESTMENT ADVISORS LLC | 32 | 32 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q1 2021 | 32 |
Cetera Advisors LLC | 32 | 32 | 0.09% | 0.30% | 0.64% | Q2 2013 | Q1 2021 | 32 |
PALLADIUM PARTNERS LLC | 32 | 32 | 0.06% | 0.11% | 0.22% | Q2 2013 | Q1 2021 | 32 |
BOSTON RESEARCH & MANAGEMENT INC | 32 | 32 | 0.46% | 0.64% | 1.03% | Q2 2013 | Q1 2021 | 32 |
Gradient Investments LLC | 32 | 32 | 0.04% | 1.00% | 2.50% | Q2 2013 | Q1 2021 | 32 |
BSW Wealth Partners | 32 | 32 | 0.88% | 2.06% | 7.73% | Q2 2013 | Q1 2021 | 32 |
M&T BANK CORP | 32 | 32 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q1 2021 | 32 |
FIDUCIARY TRUST CO | 32 | 32 | 0.01% | 0.20% | 0.38% | Q2 2013 | Q1 2021 | 32 |
SignalPoint Asset Management, LLC | 32 | 32 | 0.57% | 0.85% | 1.81% | Q2 2013 | Q1 2021 | 32 |
STALEY CAPITAL ADVISERS INC | 32 | 32 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q1 2021 | 32 |
WELCH & FORBES LLC | 32 | 32 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q1 2021 | 32 |
STOCK YARDS BANK & TRUST CO | 32 | 32 | 0.02% | 0.04% | 0.20% | Q2 2013 | Q1 2021 | 32 |
US BANCORP \DE\ | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 32 |
PNC FINANCIAL SERVICES GROUP, INC. | 32 | 32 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 32 |
NORTHERN TRUST CORP | 32 | 32 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2021 | 32 |
AMERIPRISE FINANCIAL INC | 32 | 32 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q1 2021 | 32 |
Johnson Financial Group, Inc. | 32 | 32 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2021 | 32 |
American Investment Services, Inc. | 32 | 32 | 3.43% | 11.24% | 15.62% | Q2 2013 | Q1 2021 | 32 |
ENVESTNET ASSET MANAGEMENT INC | 32 | 32 | 0.01% | 0.09% | 0.38% | Q2 2013 | Q1 2021 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.08% | 0.86% | Q2 2013 | Q1 2021 | 32 |
INVERNESS COUNSEL LLC /NY/ | 32 | 32 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2021 | 32 |
Lenox Wealth Advisors, LLC | 31 | 31 | 0.01% | 0.04% | 0.10% | Q3 2014 | Q1 2022 | 31 |
Homrich & Berg | 21 | 10 | 0.03% | 0.06% | 0.15% | Q2 2013 | Q1 2021 | 31 |
Legacy Private Trust Co. | 31 | 31 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q1 2021 | 31 |
Gibson Capital, LLC | 31 | 31 | 0.23% | 3.46% | 6.72% | Q3 2013 | Q1 2021 | 31 |
First City Capital Management, Inc. | 19 | 12 | 0.11% | 0.14% | 0.22% | Q2 2013 | Q1 2021 | 31 |
JNBA Financial Advisors | 21 | 10 | 0.03% | 3.16% | 4.64% | Q2 2013 | Q1 2021 | 31 |
Evanson Asset Management, LLC | 30 | 1 | 0.47% | 0.74% | 1.24% | Q4 2013 | Q1 2022 | 31 |
Janney Montgomery Scott LLC | 31 | 31 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q1 2021 | 31 |
Narwhal Capital Management | 25 | 6 | 0.16% | 1.36% | 2.87% | Q2 2013 | Q1 2021 | 31 |
S&CO INC | 31 | 31 | 0.04% | 0.10% | 0.19% | Q3 2013 | Q1 2021 | 31 |
International Value Advisers | 31 | 31 | 2.23% | 6.16% | 11.60% | Q2 2013 | Q4 2020 | 31 |
Evercore Wealth Management, LLC | 25 | 6 | 0.03% | 0.26% | 0.91% | Q2 2013 | Q1 2021 | 31 |
GLENMEDE TRUST CO NA | 20 | 11 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2021 | 31 |
VICUS CAPITAL | 21 | 10 | 0.02% | 0.30% | 1.37% | Q2 2013 | Q1 2021 | 31 |
Focused Wealth Management, Inc | 31 | 31 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2021 | 31 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 29 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2021 | 31 |
OARSMAN CAPITAL, INC. | 27 | 4 | 0.07% | 0.12% | 0.24% | Q2 2013 | Q1 2021 | 31 |
Tarbox Family Office, Inc. | 30 | 30 | 0.11% | 0.22% | 0.49% | Q4 2013 | Q1 2021 | 30 |
Invesco Ltd. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 30 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 29 | 1 | 0.02% | 0.11% | 0.33% | Q2 2013 | Q1 2021 | 30 |
GUARDIAN CAPITAL ADVISORS LP | 22 | 8 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q1 2021 | 30 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q1 2021 | 30 |
Cranbrook Wealth Management, LLC | 30 | 30 | 0.05% | 0.50% | 1.63% | Q4 2013 | Q1 2021 | 30 |
Personal Capital Advisors Corp | 30 | 30 | 1.58% | 2.08% | 2.64% | Q4 2013 | Q1 2021 | 30 |
Private Advisor Group, LLC | 30 | 30 | 0.01% | 0.08% | 0.18% | Q4 2013 | Q1 2021 | 30 |
M Holdings Securities, Inc. | 30 | 30 | 0.15% | 0.70% | 3.00% | Q4 2013 | Q1 2021 | 30 |
LINCOLN NATIONAL CORP | 30 | 30 | 0.01% | 0.04% | 0.17% | Q4 2013 | Q1 2021 | 30 |
Fort Point Capital Partners LLC | 30 | 30 | 0.18% | 0.54% | 1.32% | Q4 2013 | Q1 2021 | 30 |
Capital Advisors, Ltd. LLC | 30 | 30 | 0.00% | 0.05% | 0.70% | Q4 2013 | Q1 2021 | 30 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 30 | 30 | 0.02% | 0.09% | 0.70% | Q4 2013 | Q1 2021 | 30 |
ROCKY MOUNTAIN ADVISERS, LLC | 30 | 30 | 0.02% | 0.05% | 0.09% | Q4 2013 | Q1 2021 | 30 |
Sumitomo Mitsui Trust Holdings, Inc. | 26 | 4 | 0.00% | 0.46% | 1.18% | Q2 2013 | Q1 2021 | 30 |
SYNOVUS FINANCIAL CORP | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2021 | 30 |
Roundview Capital LLC | 28 | 2 | 0.07% | 0.54% | 1.12% | Q2 2013 | Q1 2021 | 30 |
Atria Investments, Inc | 16 | 4 | 0.02% | 0.17% | 0.51% | Q2 2013 | Q1 2021 | 30 |
Baker Avenue Asset Management, LP | 18 | 12 | 0.02% | 0.39% | 1.93% | Q3 2013 | Q1 2021 | 30 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 30 | 30 | 0.04% | 0.06% | 0.10% | Q4 2013 | Q1 2021 | 30 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q1 2021 | 30 |
SMITH, MOORE & CO. | 30 | 30 | 0.10% | 0.37% | 0.56% | Q4 2013 | Q1 2021 | 30 |
First Allied Advisory Services, Inc. | 15 | 14 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2020 | 29 |
ClearBridge Investments | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
NewSquare Capital LLC | 29 | 29 | 0.01% | 0.35% | 0.64% | Q1 2014 | Q1 2021 | 29 |
ALLIANCEBERNSTEIN L.P. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2021 | 29 |
DUNCKER STREETT & CO INC | 21 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2021 | 29 |
United Asset Strategies, Inc. | 28 | 1 | 0.07% | 0.73% | 1.68% | Q4 2013 | Q1 2021 | 29 |
D'Orazio & Associates, Inc. | 29 | 29 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q1 2021 | 29 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 26 | 1 | 0.01% | 0.35% | 1.28% | Q2 2013 | Q1 2021 | 29 |
CIBC Private Wealth Group, LLC | 29 | 29 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q1 2021 | 29 |
LPL Financial LLC | 17 | 12 | 0.07% | 0.17% | 0.40% | Q2 2013 | Q1 2021 | 29 |
CHOREO, LLC | 29 | 29 | 0.02% | 0.07% | 0.14% | Q1 2014 | Q1 2021 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 5 | 0.00% | 0.32% | 2.66% | Q3 2013 | Q1 2021 | 29 |
STIFEL FINANCIAL CORP | 29 | 29 | 0.01% | 0.08% | 0.21% | Q1 2014 | Q1 2021 | 29 |
AUGUSTINE ASSET MANAGEMENT INC | 29 | 29 | 0.56% | 1.56% | 3.40% | Q4 2013 | Q4 2020 | 29 |
Avior Wealth Management, LLC | 29 | 29 | 0.02% | 0.17% | 0.39% | Q1 2014 | Q1 2021 | 29 |
Aldebaran Financial Inc. | 23 | 5 | 0.16% | 0.28% | 0.59% | Q2 2014 | Q2 2021 | 28 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 28 | 28 | 0.02% | 0.08% | 0.15% | Q2 2014 | Q1 2021 | 28 |
HOLLENCREST CAPITAL MANAGEMENT | 28 | 28 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2022 | 28 |
WHITTIER TRUST CO | 18 | 1 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q1 2021 | 28 |
CIBC WORLD MARKET INC. | 26 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2021 | 28 |
NOMURA ASSET MANAGEMENT CO LTD | 26 | 2 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q1 2021 | 28 |
OPTIMUM INVESTMENT ADVISORS | 20 | 1 | 0.01% | 0.05% | 0.18% | Q3 2013 | Q1 2021 | 28 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 22 | 6 | 0.36% | 3.31% | 5.52% | Q2 2013 | Q1 2021 | 28 |
Stratos Wealth Partners, LTD. | 28 | 28 | 0.02% | 0.09% | 0.30% | Q2 2014 | Q1 2021 | 28 |
People's United Financial, Inc. | 28 | 28 | 0.00% | 0.69% | 1.92% | Q2 2014 | Q1 2021 | 28 |
Telos Capital Management, Inc. | 25 | 3 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q3 2020 | 28 |
Kistler-Tiffany Companies, LLC | 22 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2021 | 28 |
Carroll Financial Associates, Inc. | 20 | 2 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q1 2021 | 27 |
CAPTRUST FINANCIAL ADVISORS | 16 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q1 2021 | 27 |
QUEST INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.34% | 0.94% | 1.90% | Q3 2014 | Q1 2021 | 27 |
JAMES INVESTMENT RESEARCH INC | 22 | 5 | 0.00% | 0.33% | 2.16% | Q2 2013 | Q2 2020 | 27 |
Brown Advisory Securities, LLC | 17 | 10 | 0.04% | 0.11% | 0.31% | Q2 2013 | Q1 2020 | 27 |
Winch Advisory Services, LLC | 27 | 27 | 0.00% | 0.21% | 0.94% | Q4 2015 | Q2 2022 | 27 |
FOSTER & MOTLEY INC | 26 | 1 | 0.02% | 1.64% | 2.14% | Q2 2013 | Q2 2021 | 27 |
OLD NATIONAL BANCORP /IN/ | 27 | 27 | 0.01% | 0.06% | 0.14% | Q3 2014 | Q1 2021 | 27 |
OLD SECOND NATIONAL BANK OF AURORA | 26 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 27 |
Jaffetilchin Investment Partners, LLC | 22 | 5 | 0.03% | 0.81% | 4.25% | Q2 2013 | Q2 2021 | 27 |
PEOPLES FINANCIAL SERVICES CORP. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.09% | 0.33% | Q2 2013 | Q4 2019 | 27 |
VALLEY NATIONAL ADVISERS INC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2021 | 26 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.04% | 0.18% | Q2 2014 | Q1 2021 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.02% | 0.03% | 0.10% | Q2 2013 | Q3 2019 | 26 |
Prospera Financial Services Inc | 12 | 6 | 0.04% | 0.23% | 0.89% | Q2 2013 | Q1 2021 | 26 |
PINNACLE ASSOCIATES LTD | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 26 |
Wallington Asset Management, LLC | 22 | 4 | 0.00% | 0.83% | 1.37% | Q1 2014 | Q1 2021 | 26 |
Financial Architects, Inc | 19 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2020 | 26 |
STERLING INVESTMENT ADVISORS LLC /ADV | 26 | 26 | 0.14% | 0.17% | 0.19% | Q4 2014 | Q1 2021 | 26 |
Permanens Capital L.P. | 21 | 1 | 0.12% | 0.57% | 1.28% | Q4 2013 | Q1 2021 | 26 |
CUTLER INVESTMENT COUNSEL LLC | 26 | 26 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q1 2021 | 26 |
BOSTON FINANCIAL MANGEMENT LLC | 20 | 6 | 0.01% | 0.15% | 0.53% | Q2 2013 | Q1 2021 | 26 |
Advisory Services Network, LLC | 17 | 1 | 0.01% | 0.21% | 0.69% | Q4 2013 | Q1 2021 | 26 |
Cambridge Advisors Inc. | 26 | 26 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q1 2021 | 26 |
Sigma Planning Corp | 26 | 26 | 0.07% | 0.15% | 0.35% | Q4 2014 | Q1 2021 | 26 |
Bellecapital International Ltd. | 15 | 1 | 0.06% | 0.19% | 0.46% | Q4 2013 | Q1 2021 | 26 |
Lowe Wealth Advisors, LLC | 26 | 26 | 0.13% | 4.71% | 8.29% | Q4 2014 | Q1 2021 | 26 |
Verger Capital Management LLC | 26 | 26 | 1.04% | 4.43% | 7.72% | Q4 2014 | Q1 2021 | 26 |
AXA S.A. | 26 | 26 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2019 | 26 |
Stratford Consulting, LLC | 26 | 26 | 0.23% | 0.30% | 0.38% | Q4 2013 | Q1 2020 | 26 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.02% | 0.25% | 0.98% | Q1 2015 | Q1 2021 | 25 |
WASHINGTON TRUST Co | 25 | 25 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2021 | 25 |
Alexandria Capital, LLC | 18 | 7 | 0.00% | 0.15% | 0.84% | Q2 2013 | Q1 2021 | 25 |
Patten Group, Inc. | 20 | 5 | 0.03% | 0.08% | 0.13% | Q4 2014 | Q1 2021 | 25 |
Money Design Co.,Ltd. | 25 | 25 | 2.11% | 3.65% | 6.34% | Q3 2017 | Q3 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.01% | 0.07% | 0.14% | Q4 2014 | Q4 2020 | 25 |
BRINKER CAPITAL INC | 20 | 5 | 0.01% | 0.50% | 3.03% | Q1 2014 | Q2 2020 | 25 |
NORRIS PERNE & FRENCH LLP/MI | 25 | 25 | 0.06% | 0.07% | 0.10% | Q1 2015 | Q1 2021 | 25 |
REILLY FINANCIAL ADVISORS, LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 25 |
Estate Counselors, LLC | 18 | 7 | 0.43% | 0.81% | 1.96% | Q4 2013 | Q1 2021 | 25 |
Cornerstone Advisors, Inc. | 18 | 7 | 0.02% | 0.24% | 1.03% | Q3 2013 | Q3 2020 | 25 |
AllSquare Wealth Management LLC | 15 | 10 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2021 | 25 |
Charles Schwab Investment Advisory, Inc. | 25 | 25 | 0.86% | 2.16% | 3.69% | Q1 2015 | Q1 2021 | 25 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2021 | 25 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q1 2021 | 25 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 16 | 0.00% | 0.17% | 0.41% | Q2 2017 | Q1 2021 | 25 |
Perkins Coie Trust Co | 25 | 25 | 0.50% | 0.75% | 0.99% | Q1 2015 | Q1 2021 | 25 |
TD ASSET MANAGEMENT INC | 15 | 10 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2020 | 25 |
Allworth Financial LP | 25 | 25 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q1 2021 | 25 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 24 | 1 | 0.04% | 0.36% | 0.95% | Q2 2013 | Q4 2019 | 25 |
Noven Financial Group, Inc. | 25 | 25 | 0.28% | 1.89% | 2.98% | Q1 2014 | Q1 2020 | 25 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 21 | 4 | 0.01% | 0.11% | 0.51% | Q3 2013 | Q1 2021 | 25 |
CHEMICAL BANK | 24 | 24 | 0.02% | 0.03% | 0.07% | Q3 2013 | Q2 2019 | 24 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 16 | 8 | 0.10% | 0.34% | 0.97% | Q4 2013 | Q1 2021 | 24 |
EP Wealth Advisors, LLC | 22 | 2 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q1 2021 | 24 |
Endurance Wealth Management, Inc. | 24 | 24 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2021 | 24 |
Baird Financial Group, Inc. | 24 | 24 | 0.01% | 0.05% | 0.21% | Q2 2015 | Q1 2021 | 24 |
GOULD ASSET MANAGEMENT LLC /CA/ | 24 | 24 | 0.32% | 0.72% | 1.06% | Q2 2015 | Q1 2021 | 24 |
Corbenic Partners LLC | 10 | 6 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2021 | 24 |
Koshinski Asset Management, Inc. | 9 | 2 | 0.04% | 0.15% | 0.75% | Q4 2014 | Q2 2021 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 1.74% | 2.09% | 2.53% | Q4 2017 | Q3 2023 | 24 |
Oakworth Capital, Inc. | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2021 | 24 |
Covenant Multifamily Offices, LLC | 24 | 24 | 0.07% | 1.48% | 4.01% | Q4 2013 | Q3 2019 | 24 |
SIGNATUREFD, LLC | 12 | 1 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q1 2021 | 24 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 24 | 24 | 0.04% | 0.07% | 0.14% | Q2 2015 | Q1 2021 | 24 |
GROUP ONE TRADING, L.P. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 24 |
Country Club Trust Company, n.a. | 22 | 2 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q1 2021 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2019 | 24 |
Rehmann Capital Advisory Group | 15 | 1 | 0.05% | 0.38% | 0.64% | Q1 2011 | Q1 2021 | 24 |
Lattice Strategies LLC | 24 | 24 | 0.30% | 1.19% | 1.68% | Q2 2013 | Q1 2019 | 24 |
HBK Sorce Advisory LLC | 22 | 1 | 0.03% | 0.21% | 0.89% | Q2 2013 | Q2 2021 | 23 |
Arete Wealth Advisors, LLC | 22 | 1 | 0.08% | 0.12% | 0.18% | Q1 2015 | Q1 2021 | 23 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 23 | 23 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Filament LLC | 20 | 3 | 0.10% | 0.70% | 1.04% | Q4 2014 | Q3 2020 | 23 |
Texas Yale Capital Corp. | 12 | 11 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q1 2021 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.06% | 0.63% | 2.09% | Q2 2013 | Q4 2018 | 23 |
Plante Moran Financial Advisors, LLC | 12 | 11 | 0.00% | 0.30% | 1.69% | Q2 2013 | Q1 2021 | 23 |
CHATHAM CAPITAL GROUP, INC. | 17 | 6 | 0.06% | 1.04% | 4.70% | Q3 2014 | Q1 2021 | 23 |
Fiduciary Trust Co International of Pennsylvania | 17 | 6 | 0.01% | 0.87% | 5.26% | Q2 2013 | Q1 2019 | 23 |
CEDAR HILL ASSOCIATES, LLC | 23 | 23 | 0.05% | 0.26% | 1.01% | Q2 2013 | Q4 2018 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.03% | 0.25% | 1.13% | Q2 2013 | Q4 2018 | 23 |
Transamerica Financial Advisors, Inc. | 16 | 1 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q2 2020 | 23 |
ASSETMARK, INC | 21 | 1 | 0.00% | 0.02% | 0.49% | Q2 2014 | Q1 2021 | 23 |
CITIZENS FINANCIAL GROUP INC/RI | 22 | 22 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q1 2021 | 22 |
NEW ENGLAND ASSET MANAGEMENT INC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2021 | 22 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 22 | 22 | 0.00% | 1.96% | 4.33% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 12 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2021 | 22 |
IFP Advisors, Inc | 14 | 8 | 0.00% | 0.25% | 1.13% | Q4 2015 | Q2 2021 | 22 |
ROOSEVELT INVESTMENT GROUP LLC | 21 | 1 | 0.01% | 0.10% | 1.72% | Q3 2015 | Q1 2021 | 22 |
MOON CAPITAL MANAGEMENT LP | 22 | 22 | 11.29% | 22.92% | 67.10% | Q4 2015 | Q1 2021 | 22 |
Versant Capital Management, Inc | 22 | 22 | 0.71% | 1.83% | 3.47% | Q4 2015 | Q1 2021 | 22 |
DUBUQUE BANK & TRUST CO | 15 | 7 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q1 2021 | 22 |
ARKANSAS FINANCIAL GROUP, INC. | 11 | 1 | 0.04% | 0.10% | 0.24% | Q4 2013 | Q1 2023 | 22 |
Zhang Financial LLC | 22 | 22 | 3.84% | 5.69% | 9.64% | Q4 2015 | Q1 2021 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 7 | 0.03% | 0.06% | 0.10% | Q3 2015 | Q1 2021 | 22 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 21 | 1 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q1 2021 | 22 |
TORONTO DOMINION BANK | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 22 |
UMB Bank, n.a. | 22 | 22 | 0.03% | 0.05% | 0.12% | Q4 2015 | Q1 2021 | 22 |
Kovack Advisors, Inc. | 22 | 22 | 0.11% | 0.27% | 0.66% | Q4 2015 | Q1 2021 | 22 |
Compagnie Lombard Odier SCmA | 22 | 22 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2019 | 22 |
COMERICA BANK | 15 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2021 | 22 |
SEI INVESTMENTS CO | 20 | 1 | 0.00% | 0.08% | 0.15% | Q1 2015 | Q1 2021 | 22 |
Integrated Investment Consultants, LLC | 13 | 8 | 0.23% | 1.15% | 5.15% | Q4 2015 | Q1 2021 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.01% | 0.04% | 0.57% | Q1 2016 | Q1 2021 | 21 |
WESPAC Advisors SoCal, LLC | 21 | 21 | 0.15% | 2.12% | 8.22% | Q1 2016 | Q1 2021 | 21 |
LOEB PARTNERS CORP | 21 | 21 | 0.31% | 0.89% | 1.68% | Q4 2013 | Q4 2018 | 21 |
EATON VANCE MANAGEMENT | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2021 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.09% | 0.11% | 0.14% | Q4 2017 | Q4 2022 | 21 |
AMERICAN NATIONAL BANK | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2019 | 21 |
FDx Advisors, Inc. | 12 | 4 | 0.01% | 0.40% | 1.02% | Q2 2014 | Q1 2021 | 21 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 18 | 3 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2021 | 21 |
Financial Advantage, Inc. | 10 | 1 | 0.02% | 0.10% | 0.34% | Q2 2013 | Q1 2021 | 21 |
Well Done, LLC | 21 | 21 | 0.34% | 0.55% | 0.80% | Q1 2016 | Q1 2021 | 21 |
Moors & Cabot, Inc. | 21 | 21 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q1 2021 | 21 |
Stonehage Fleming Financial Services Holdings Ltd | 21 | 21 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q1 2021 | 21 |
HAP Trading, LLC | 8 | 4 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q1 2021 | 21 |
JUNCTURE WEALTH STRATEGIES, LLC | 20 | 20 | 0.10% | 0.35% | 1.17% | Q1 2016 | Q4 2020 | 20 |
Morningstar Investment Services LLC | 20 | 20 | 0.05% | 0.16% | 0.28% | Q1 2014 | Q4 2018 | 20 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.11% | 1.04% | Q4 2013 | Q1 2021 | 20 |
Garde Capital, Inc. | 14 | 3 | 0.02% | 0.05% | 0.08% | Q2 2014 | Q4 2020 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2018 | 20 |
Tanglewood Wealth Management, Inc. | 13 | 7 | 2.96% | 5.39% | 6.85% | Q4 2013 | Q1 2022 | 20 |
PICTET ASSET MANAGEMENT LTD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2021 | 20 |
Windhaven Investment Management, Inc. | 20 | 20 | 2.29% | 4.29% | 9.98% | Q2 2013 | Q1 2018 | 20 |
PARK NATIONAL CORP /OH/ | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.12% | 0.46% | Q4 2014 | Q3 2019 | 20 |
State of New Jersey Common Pension Fund D | 20 | 20 | 0.21% | 0.32% | 0.54% | Q2 2014 | Q1 2019 | 20 |
Pinnacle Advisory Group, Inc. | 20 | 20 | 0.07% | 0.69% | 1.87% | Q1 2016 | Q4 2020 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
Jacobi Capital Management LLC | 20 | 20 | 0.05% | 0.07% | 0.12% | Q2 2016 | Q1 2021 | 20 |
JOHNSON INVESTMENT COUNSEL INC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2019 | 20 |
Van Hulzen Asset Management, LLC | 20 | 20 | 0.32% | 0.99% | 2.11% | Q2 2016 | Q1 2021 | 20 |
Cetera Investment Advisers | 20 | 20 | 0.04% | 0.07% | 0.13% | Q2 2016 | Q1 2021 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2018 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2020 | 20 |
Financial Sense Advisors, Inc. | 19 | 19 | 0.25% | 2.57% | 8.82% | Q3 2016 | Q1 2021 | 20 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.39% | 2.17% | Q4 2014 | Q1 2021 | 20 |
Capital Analysts, LLC | 19 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2021 | 20 |
BAHL & GAYNOR INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Wellesley Investment Partners, LLC | 20 | 20 | 2.02% | 2.51% | 3.66% | Q4 2015 | Q3 2020 | 20 |
SPINNAKER TRUST | 11 | 9 | 0.07% | 0.84% | 2.01% | Q2 2013 | Q1 2021 | 20 |
Covington Capital Management | 15 | 5 | 0.03% | 0.50% | 1.58% | Q4 2013 | Q1 2021 | 20 |
Torch Wealth Management LLC | 20 | 20 | 1.00% | 1.48% | 2.04% | Q1 2015 | Q4 2019 | 20 |
Cribstone Capital Management, LLC | 20 | 20 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q1 2021 | 20 |
COLONY GROUP LLC | 10 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q1 2021 | 20 |
Portfolio Solutions, LLC | 19 | 19 | 0.10% | 0.22% | 0.46% | Q1 2016 | Q3 2020 | 19 |
AE Wealth Management LLC | 18 | 1 | 0.04% | 0.08% | 0.20% | Q4 2016 | Q1 2022 | 19 |
Ironsides Asset Advisors, LLC | 18 | 1 | 0.05% | 0.20% | 0.42% | Q1 2016 | Q1 2021 | 19 |
Joel Isaacson & Co., LLC | 16 | 1 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q4 2019 | 19 |
Smith & Howard Wealth Management, LLC | 19 | 19 | 0.07% | 0.10% | 0.15% | Q3 2016 | Q1 2021 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.03% | 0.16% | 0.30% | Q2 2013 | Q4 2017 | 19 |
CIBC BANK USA | 19 | 19 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2017 | 19 |
DEUTSCHE BANK AG\ | 13 | 6 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q1 2021 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2017 | 19 |
QCI ASSET MANAGEMENT INC/NY | 16 | 3 | 0.00% | 0.39% | 1.00% | Q2 2013 | Q1 2020 | 19 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 19 | 19 | 0.06% | 0.53% | 1.75% | Q3 2016 | Q1 2021 | 19 |
B. Riley Wealth Advisors, Inc. | 13 | 1 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q1 2021 | 19 |
BBVA USA Bancshares, Inc. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.01% | 0.09% | 0.48% | Q2 2013 | Q4 2017 | 19 |
Bragg Financial Advisors, Inc | 19 | 19 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q4 2017 | 19 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2021 | 19 |
BROOKS, MOORE & ASSOCIATES, INC. | 14 | 5 | 0.17% | 0.24% | 0.29% | Q4 2018 | Q3 2023 | 19 |
INTREPID CAPITAL MANAGEMENT INC | 19 | 19 | 1.04% | 1.70% | 2.42% | Q3 2016 | Q1 2021 | 19 |
Lenox Wealth Management, Inc. | 19 | 19 | 0.04% | 1.44% | 3.61% | Q4 2015 | Q2 2020 | 19 |
RGT Wealth Advisors, LLC | 19 | 19 | 0.36% | 3.43% | 8.33% | Q3 2016 | Q1 2021 | 19 |
FRANKLIN RESOURCES INC | 16 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2021 | 19 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2017 | 18 |
MML INVESTORS SERVICES, LLC | 17 | 1 | 0.06% | 0.24% | 1.33% | Q3 2016 | Q1 2021 | 18 |
NOTTINGHAM ADVISORS, INC. | 18 | 18 | 1.20% | 2.16% | 3.63% | Q4 2016 | Q1 2021 | 18 |
Highland Private Wealth Management | 12 | 6 | 3.21% | 3.78% | 4.40% | Q3 2016 | Q1 2021 | 18 |
Clear Perspective Advisors, LLC | 18 | 18 | 0.14% | 0.30% | 0.41% | Q4 2016 | Q1 2021 | 18 |
INGALLS & SNYDER LLC | 17 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2021 | 18 |
Bray Capital Advisors | 13 | 1 | 0.00% | 0.24% | 1.13% | Q4 2014 | Q1 2022 | 18 |
Ausdal Financial Partners, Inc. | 12 | 6 | 0.06% | 0.34% | 1.10% | Q4 2015 | Q1 2021 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2017 | 18 |
Hanson & Doremus Investment Management | 18 | 18 | 0.05% | 0.09% | 0.13% | Q1 2017 | Q2 2021 | 18 |
3EDGE Asset Management, LP | 18 | 18 | 1.08% | 3.55% | 7.86% | Q4 2016 | Q1 2021 | 18 |
TIEDEMANN ADVISORS, LLC | 18 | 18 | 0.01% | 1.05% | 3.47% | Q4 2016 | Q1 2021 | 18 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 2 | 0.02% | 0.26% | 0.93% | Q2 2010 | Q2 2021 | 18 |
CREDIT SUISSE AG/ | 12 | 6 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q1 2021 | 18 |
THOMPSON SIEGEL & WALMSLEY LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2021 | 18 |
Harvest Fund Management Co., Ltd | 18 | 18 | 0.27% | 0.57% | 1.43% | Q4 2016 | Q1 2021 | 18 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.18% | 1.05% | Q2 2013 | Q3 2020 | 18 |
LifePlan Financial Group, Inc | 11 | 3 | 0.01% | 0.23% | 3.25% | Q2 2013 | Q3 2020 | 18 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 12 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 18 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 15 | 3 | 0.08% | 0.11% | 0.15% | Q2 2016 | Q4 2020 | 18 |
Colonial Trust Advisors | 14 | 4 | 0.03% | 0.11% | 0.29% | Q2 2013 | Q1 2018 | 18 |
Mengis Capital Management, Inc. | 18 | 18 | 0.09% | 0.75% | 1.06% | Q4 2016 | Q1 2021 | 18 |
Riverpoint Wealth Management Holdings, LLC | 18 | 18 | 0.13% | 0.17% | 0.24% | Q4 2016 | Q1 2021 | 18 |
Simmons Bank | 11 | 7 | 0.01% | 0.23% | 1.01% | Q1 2016 | Q1 2021 | 18 |
Aveo Capital Partners, LLC | 18 | 18 | 0.17% | 1.46% | 7.92% | Q4 2016 | Q1 2021 | 18 |
First Command Financial Services, Inc. | 18 | 18 | 0.60% | 6.90% | 11.44% | Q4 2016 | Q1 2021 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2021 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2014 | 18 |
KWMG, LLC | 18 | 18 | 0.02% | 0.37% | 0.81% | Q4 2014 | Q1 2019 | 18 |
IBERIABANK CORP | 18 | 18 | 0.11% | 0.51% | 1.64% | Q1 2016 | Q2 2020 | 18 |
EFG Asset Management (Americas) Corp. | 10 | 3 | 0.05% | 1.38% | 5.22% | Q3 2014 | Q1 2021 | 18 |
Omnia Family Wealth, LLC | 18 | 18 | 0.98% | 1.85% | 3.56% | Q4 2016 | Q1 2021 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.04% | 0.07% | 0.14% | Q2 2015 | Q3 2019 | 18 |
Community Bank, N.A. | 18 | 18 | 0.09% | 0.69% | 1.26% | Q4 2016 | Q1 2021 | 18 |
Clearstead Advisors, LLC | 18 | 18 | 0.09% | 0.14% | 0.23% | Q4 2016 | Q1 2021 | 18 |
Independent Advisor Alliance | 18 | 18 | 0.04% | 0.27% | 0.64% | Q4 2016 | Q1 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q3 2017 | 18 |
Global Retirement Partners, LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2021 | 18 |
First Command Bank | 18 | 18 | 4.68% | 8.10% | 11.44% | Q4 2016 | Q1 2021 | 18 |
COLDSTREAM CAPITAL MANAGEMENT INC | 17 | 1 | 0.03% | 0.73% | 1.63% | Q4 2016 | Q3 2021 | 18 |
CENTRAL BANK & TRUST CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2021 | 17 |
CAPE COD FIVE CENTS SAVINGS BANK | 15 | 2 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q1 2021 | 17 |
WYNNEFIELD CAPITAL INC | 17 | 17 | 0.32% | 0.48% | 0.90% | Q4 2015 | Q4 2019 | 17 |
Veritable, L.P. | 11 | 2 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q1 2021 | 17 |
Gerber Kawasaki Wealth & Investment Management | 17 | 17 | 0.24% | 0.85% | 2.38% | Q1 2017 | Q1 2021 | 17 |
WFG Advisors, LP | 17 | 17 | 0.06% | 0.18% | 0.35% | Q2 2013 | Q2 2017 | 17 |
Palisades Hudson Asset Management, L.P. | 14 | 3 | 1.20% | 1.71% | 2.61% | Q2 2017 | Q3 2021 | 17 |
Laurel Wealth Advisors, Inc. | 17 | 17 | 0.08% | 0.11% | 0.15% | Q1 2017 | Q1 2021 | 17 |
Cable Hill Partners, LLC | 12 | 5 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2019 | 17 |
BOSTON ADVISORS LLC | 14 | 3 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2019 | 17 |
C M BIDWELL & ASSOCIATES LTD | 17 | 17 | 0.03% | 0.16% | 0.32% | Q4 2017 | Q4 2021 | 17 |
Private Ocean, LLC | 12 | 1 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q1 2021 | 17 |
WESCAP Management Group, Inc. | 17 | 17 | 1.97% | 4.12% | 8.77% | Q1 2017 | Q1 2021 | 17 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2018 | 17 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.72% | 4.07% | Q2 2013 | Q4 2019 | 17 |
Dynamic Advisor Solutions LLC | 16 | 1 | 0.07% | 0.54% | 1.24% | Q2 2017 | Q1 2022 | 17 |
Apriem Advisors | 16 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2018 | 17 |
NATIXIS ADVISORS, L.P. | 12 | 5 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q1 2021 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 2.52% | 9.77% | 18.18% | Q2 2013 | Q2 2017 | 17 |
AGF INVESTMENTS INC. | 17 | 17 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2017 | 17 |
WEALTHSOURCE PARTNERS, LLC | 13 | 4 | 0.06% | 0.20% | 0.37% | Q2 2016 | Q1 2021 | 17 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 2 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q3 2020 | 17 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2021 | 17 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.00% | 0.13% | 0.46% | Q1 2017 | Q1 2021 | 17 |
Mitsubishi UFJ Asset Management Co., Ltd. | 17 | 17 | 0.02% | 0.10% | 0.17% | Q1 2017 | Q1 2021 | 17 |
Sowell Financial Services LLC | 10 | 7 | 0.04% | 0.20% | 0.35% | Q4 2016 | Q1 2021 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.05% | 0.16% | 0.34% | Q1 2017 | Q1 2021 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 17 |
MinichMacGregor Wealth Management, LLC | 9 | 3 | 0.01% | 2.47% | 9.33% | Q1 2016 | Q4 2020 | 17 |
Balentine LLC | 12 | 1 | 0.00% | 1.54% | 8.62% | Q1 2015 | Q4 2020 | 16 |
Ballentine Partners, LLC | 16 | 16 | 0.04% | 0.09% | 0.12% | Q2 2017 | Q1 2021 | 16 |
Bank OZK | 16 | 16 | 0.08% | 0.30% | 0.77% | Q2 2017 | Q1 2021 | 16 |
One Capital Management, LLC | 15 | 1 | 0.01% | 0.32% | 0.43% | Q3 2014 | Q1 2021 | 16 |
FINANCIAL COUNSELORS INC | 13 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 16 |
Mader & Shannon Wealth Management, Inc. | 10 | 1 | 4.25% | 12.76% | 19.43% | Q3 2015 | Q1 2021 | 16 |
Glassman Wealth Services | 15 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2020 | 16 |
BDO Wealth Advisors, LLC | 16 | 16 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q1 2021 | 16 |
BANQUE PICTET & CIE SA | 9 | 7 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2021 | 16 |
StoneX Group Inc. | 16 | 16 | 0.06% | 0.18% | 0.30% | Q2 2017 | Q1 2021 | 16 |
Winslow, Evans & Crocker, Inc. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2020 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2017 | 16 |
GenWealth Group, Inc. | 16 | 16 | 2.86% | 4.02% | 5.25% | Q2 2017 | Q1 2021 | 16 |
OneDigital Investment Advisors LLC | 16 | 16 | 0.01% | 0.08% | 0.27% | Q2 2017 | Q1 2021 | 16 |
HSBC HOLDINGS PLC | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q1 2021 | 16 |
Perigon Wealth Management, LLC | 15 | 1 | 0.00% | 0.24% | 0.78% | Q3 2016 | Q1 2021 | 16 |
FineMark National Bank & Trust | 12 | 4 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q1 2021 | 16 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16 | 16 | 0.14% | 0.26% | 0.40% | Q2 2017 | Q1 2021 | 16 |
Continuum Advisory, LLC | 16 | 16 | 0.11% | 0.20% | 0.34% | Q1 2017 | Q4 2020 | 16 |
TIAA, FSB | 16 | 16 | 0.03% | 0.09% | 0.20% | Q2 2017 | Q1 2021 | 16 |
CWM, LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2022 | 16 |
Bridgeworth, LLC | 13 | 3 | 0.07% | 0.22% | 0.88% | Q4 2016 | Q1 2021 | 16 |
Bridgewater Associates | 16 | 16 | 0.34% | 1.76% | 4.50% | Q2 2017 | Q1 2021 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2017 | 16 |
Roble, Belko & Company, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 16 |
Asset Dedication, LLC | 15 | 1 | 0.01% | 0.16% | 1.05% | Q4 2015 | Q1 2021 | 16 |
Parkside Financial Bank & Trust | 16 | 16 | 0.01% | 0.01% | 0.04% | Q3 2015 | Q2 2019 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.01% | 0.18% | 0.37% | Q1 2015 | Q1 2019 | 16 |
Simplicity Solutions, LLC | 14 | 2 | 0.01% | 0.06% | 0.31% | Q4 2016 | Q1 2021 | 16 |
PINNACLE FINANCIAL PARTNERS INC | 14 | 2 | 0.02% | 0.06% | 0.08% | Q1 2017 | Q1 2021 | 16 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q4 2020 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.03% | 0.10% | 0.22% | Q2 2017 | Q1 2021 | 16 |
BerganKDV Wealth Management, LLC | 16 | 16 | 0.05% | 0.07% | 0.08% | Q2 2017 | Q1 2021 | 16 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.17% | 0.21% | 0.25% | Q2 2016 | Q1 2020 | 16 |
Financial Gravity Asset Management, Inc. | 7 | 3 | 0.01% | 0.12% | 0.47% | Q1 2018 | Q2 2022 | 15 |
Courage Miller Partners, LLC | 7 | 3 | 0.08% | 0.15% | 0.27% | Q2 2013 | Q4 2017 | 15 |
BALDWIN BROTHERS LLC/MA | 15 | 15 | 0.00% | 0.05% | 0.18% | Q3 2017 | Q1 2021 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 15 | 15 | 0.04% | 0.08% | 0.20% | Q3 2017 | Q1 2021 | 15 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.02% | 0.11% | 0.24% | Q3 2017 | Q1 2021 | 15 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.05% | 0.23% | Q4 2016 | Q1 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Blume Capital Management, Inc. | 12 | 3 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q1 2021 | 15 |
Proficio Capital Partners LLC | 13 | 2 | 0.00% | 9.28% | 22.95% | Q4 2015 | Q1 2021 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.00% | 0.14% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 11 | 4 | 0.00% | 0.04% | 0.13% | Q4 2016 | Q1 2021 | 15 |
FIRST NATIONAL TRUST CO | 15 | 15 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q1 2021 | 15 |
Wealthcare Advisory Partners LLC | 15 | 15 | 0.03% | 0.24% | 0.90% | Q3 2017 | Q1 2021 | 15 |
IHT Wealth Management, LLC | 8 | 7 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q1 2021 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q1 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.07% | 0.20% | Q2 2016 | Q4 2019 | 15 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 15 |
SPROTT INC. | 9 | 6 | 0.01% | 0.04% | 0.10% | Q2 2017 | Q1 2021 | 15 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2021 | 15 |
NTV ASSET MANAGEMENT LLC | 15 | 15 | 0.66% | 1.20% | 1.69% | Q3 2017 | Q1 2021 | 15 |
Spectrum Management Group, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q1 2021 | 15 |
FRONTIER INVESTMENT MGMT CO | 8 | 7 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2020 | 15 |
BlackRock Group LTD | 15 | 15 | 0.02% | 0.05% | 0.20% | Q2 2013 | Q4 2016 | 15 |
RICE HALL JAMES & ASSOCIATES, LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Ballew Advisors, Inc | 14 | 1 | 0.69% | 0.83% | 1.06% | Q4 2017 | Q1 2022 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.15% | 0.20% | 0.34% | Q2 2013 | Q4 2016 | 15 |
SIMPLEX TRADING, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 15 | 15 | 0.06% | 0.09% | 0.10% | Q3 2017 | Q1 2021 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q4 2016 | 15 |
NVWM, LLC | 14 | 14 | 0.91% | 1.40% | 2.49% | Q4 2017 | Q1 2021 | 14 |
New Potomac Partners, LLC | 14 | 14 | 1.23% | 3.47% | 7.81% | Q4 2017 | Q1 2021 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 14 | 0.03% | 0.27% | 0.47% | Q1 2017 | Q2 2020 | 14 |
Summit Financial Wealth Advisors, LLC | 6 | 4 | 0.02% | 0.11% | 0.36% | Q4 2014 | Q1 2020 | 14 |
SeaCrest Wealth Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2021 | 14 |
MERIDIAN INVESTMENT COUNSEL INC. | 14 | 14 | 1.56% | 1.90% | 2.44% | Q4 2017 | Q1 2021 | 14 |
COURAGE CAPITAL MANAGEMENT LLC | 14 | 14 | 0.30% | 1.56% | 4.91% | Q4 2017 | Q1 2021 | 14 |
Aviance Capital Partners, LLC | 14 | 14 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q3 2016 | 14 |
Biltmore Family Office, LLC | 14 | 14 | 3.32% | 4.70% | 8.22% | Q4 2017 | Q1 2021 | 14 |
Valmark Advisers, Inc. | 14 | 14 | 0.00% | 0.05% | 0.19% | Q4 2017 | Q1 2021 | 14 |
Merriman Wealth Management, LLC | 9 | 2 | 0.03% | 0.39% | 1.82% | Q1 2016 | Q1 2021 | 14 |
Essex Financial Services, Inc. | 6 | 4 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q1 2021 | 14 |
Bedel Financial Consulting, Inc. | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 14 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 8 | 6 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q1 2021 | 14 |
Private Capital Group, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2021 | 14 |
Belpointe Asset Management LLC | 10 | 4 | 0.03% | 0.35% | 0.82% | Q3 2017 | Q1 2021 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.21% | 0.26% | 0.33% | Q4 2017 | Q1 2021 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 1 | 0.02% | 0.13% | 0.45% | Q3 2014 | Q1 2021 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.05% | 0.17% | 0.37% | Q4 2017 | Q1 2021 | 14 |
Destination Wealth Management | 6 | 2 | 0.00% | 0.02% | 0.08% | Q1 2013 | Q1 2021 | 14 |
PFG Advisors | 14 | 14 | 0.06% | 0.12% | 0.22% | Q4 2017 | Q1 2021 | 14 |
BlackRock Institutional Trust Company, N.A. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
V Wealth Advisors LLC | 10 | 1 | 0.01% | 0.79% | 1.73% | Q1 2016 | Q1 2021 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.08% | 0.26% | 0.71% | Q4 2017 | Q1 2021 | 14 |
Lido Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q1 2022 | 14 |
First Heartland Consultants, Inc. | 6 | 3 | 0.02% | 0.10% | 0.27% | Q2 2013 | Q1 2021 | 14 |
Compass Financial Group, Inc. | 14 | 14 | 0.93% | 1.16% | 1.57% | Q1 2020 | Q2 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2017 | 14 |
IFG Advisory, LLC | 14 | 14 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q1 2021 | 14 |
Virtu KCG Holdings LLC | 10 | 4 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q2 2017 | 14 |
Nadler Financial Group, Inc. | 14 | 14 | 0.27% | 9.69% | 13.14% | Q4 2018 | Q1 2022 | 14 |
Bigelow Investment Advisors, LLC | 14 | 14 | 0.24% | 0.47% | 0.94% | Q4 2017 | Q1 2021 | 14 |
Gerstein Fisher | 14 | 14 | 1.24% | 3.06% | 4.68% | Q2 2013 | Q3 2016 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.01% | 0.06% | 0.17% | Q1 2017 | Q2 2020 | 14 |
MOODY LYNN & LIEBERSON, LLC | 7 | 1 | 0.00% | 2.11% | 7.30% | Q1 2016 | Q1 2020 | 14 |
Holistic Financial Partners | 14 | 14 | 0.34% | 0.78% | 1.04% | Q4 2017 | Q1 2021 | 14 |
American Portfolios Advisors | 14 | 14 | 0.21% | 0.37% | 0.50% | Q4 2017 | Q1 2021 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
Port Capital LLC | 14 | 14 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q1 2021 | 14 |
BlackRock Japan Co. Ltd | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
OmniStar Financial Group, Inc. | 14 | 14 | 0.36% | 0.50% | 0.66% | Q4 2017 | Q1 2021 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.08% | 0.20% | 0.43% | Q4 2017 | Q1 2021 | 14 |
WHITENER CAPITAL MANAGEMENT, INC. | 14 | 14 | 0.35% | 0.48% | 0.62% | Q4 2017 | Q1 2021 | 14 |
HRT FINANCIAL LP | 6 | 1 | 0.01% | 0.31% | 0.83% | Q4 2016 | Q1 2021 | 14 |
FARMERS TRUST CO | 14 | 14 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q1 2021 | 14 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 13 |
Banco Santander, S.A. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 13 |
FIDUCIARY TRUST INTERNATIONAL LLC | 13 | 13 | 7.42% | 9.95% | 12.13% | Q2 2017 | Q2 2020 | 13 |
Weil Company, Inc. | 13 | 13 | 0.87% | 2.12% | 3.56% | Q1 2018 | Q1 2021 | 13 |
Shamrock Asset Management LLC | 9 | 1 | 0.03% | 0.99% | 4.16% | Q2 2013 | Q1 2019 | 13 |
Knowledge Leaders Capital, LLC | 8 | 5 | 0.12% | 0.84% | 1.98% | Q3 2017 | Q4 2020 | 13 |
Altium Wealth Management LLC | 9 | 4 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q1 2021 | 13 |
CITY HOLDING CO | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2017 | 13 |
ARROW FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Caprock Group, LLC | 10 | 3 | 0.26% | 1.18% | 3.12% | Q4 2014 | Q4 2020 | 13 |
Ironwood Wealth Management, LLC. | 12 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2021 | 13 |
Newfound Research LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.05% | 0.40% | Q3 2016 | Q3 2020 | 13 |
WADE G W & INC | 10 | 3 | 0.02% | 0.06% | 0.08% | Q1 2014 | Q1 2021 | 13 |
SALEM INVESTMENT COUNSELORS INC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2021 | 13 |
Arnhold LLC | 13 | 13 | 0.32% | 6.65% | 10.04% | Q1 2018 | Q1 2021 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.02% | 0.05% | 0.12% | Q1 2018 | Q1 2021 | 13 |
West Branch Capital LLC | 13 | 13 | 0.10% | 0.13% | 0.16% | Q1 2018 | Q1 2021 | 13 |
STRATEGIC CAPITAL ADVISERS, INC. | 8 | 5 | 0.61% | 4.28% | 5.62% | Q4 2017 | Q1 2021 | 13 |
RiverGlades Family Offices LLC | 9 | 4 | 1.66% | 2.45% | 3.72% | Q4 2017 | Q1 2021 | 13 |
TCI Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2019 | 13 |
GUARDIAN POINT CAPITAL, LP | 12 | 12 | 0.96% | 5.93% | 10.49% | Q4 2015 | Q3 2018 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 12 | 12 | 0.02% | 0.08% | 0.16% | Q2 2018 | Q1 2021 | 12 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 5 | 3 | 0.06% | 0.07% | 0.07% | Q1 2014 | Q1 2018 | 12 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2021 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Beacon Capital Management, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2019 | 12 |
WASHINGTON TRUST BANK | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2017 | 12 |
Richard Bernstein Advisors LLC | 12 | 12 | 0.55% | 0.89% | 1.31% | Q2 2018 | Q1 2021 | 12 |
HARVEST CAPITAL MANAGEMENT INC | 11 | 1 | 0.12% | 0.31% | 1.24% | Q2 2013 | Q2 2019 | 12 |
Mizuho Bank, Ltd. | 5 | 1 | 1.08% | 5.57% | 23.09% | Q2 2013 | Q4 2020 | 12 |
BOENNING & SCATTERGOOD, INC. | 12 | 12 | 0.04% | 0.07% | 0.13% | Q2 2018 | Q1 2021 | 12 |
First Personal Financial Services | 6 | 1 | 0.01% | 0.11% | 0.49% | Q3 2015 | Q2 2019 | 12 |
Certified Advisory Corp | 11 | 1 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q1 2021 | 12 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q2 2020 | 12 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 12 |
Cornerstone Wealth Management, LLC | 12 | 12 | 0.04% | 0.13% | 0.26% | Q3 2016 | Q2 2019 | 12 |
Baker Ellis Asset Management LLC | 9 | 1 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q1 2021 | 12 |
Allianz Asset Management GmbH | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2019 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
NIXON PEABODY TRUST CO | 12 | 12 | 0.09% | 0.17% | 0.56% | Q2 2018 | Q1 2021 | 12 |
FormulaFolio Investments, LLC | 12 | 12 | 0.00% | 1.29% | 3.78% | Q2 2018 | Q1 2021 | 12 |
Institute for Wealth Management, LLC. | 8 | 1 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q1 2021 | 12 |
ASPIRIANT, LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q1 2021 | 12 |
Mosaic Family Wealth, LLC | 8 | 1 | 0.01% | 0.04% | 0.15% | Q4 2015 | Q1 2021 | 11 |
Capital Planning Advisors, LLC | 10 | 1 | 0.08% | 0.11% | 0.14% | Q1 2017 | Q1 2021 | 11 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 11 | 11 | 0.03% | 0.14% | 0.25% | Q2 2013 | Q4 2015 | 11 |
Kingsview Wealth Management, LLC | 11 | 11 | 0.18% | 0.48% | 0.86% | Q3 2018 | Q1 2021 | 11 |
Riggs Asset Managment Co. Inc. | 10 | 1 | 0.02% | 0.49% | 0.87% | Q2 2016 | Q1 2021 | 11 |
Verity Asset Management, Inc. | 11 | 11 | 0.18% | 0.98% | 2.09% | Q3 2018 | Q1 2021 | 11 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 11 |
Altavista Wealth Management, Inc. | 11 | 11 | 0.05% | 0.10% | 0.13% | Q2 2018 | Q4 2020 | 11 |
FIRST TRUST ADVISORS LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q1 2021 | 11 |
Manifold Partners, LLC | 8 | 1 | 0.06% | 2.89% | 6.30% | Q2 2013 | Q4 2017 | 11 |
Sonora Investment Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2021 | 11 |
Asset Management Group, Inc. | 11 | 11 | 0.05% | 0.16% | 0.31% | Q2 2013 | Q4 2015 | 11 |
AMERICAN ASSET MANAGEMENT INC. | 8 | 3 | 0.20% | 3.86% | 27.64% | Q2 2013 | Q1 2016 | 11 |
RETIREMENT INCOME SOLUTIONS, INC | 11 | 11 | 0.08% | 0.10% | 0.12% | Q4 2018 | Q2 2021 | 11 |
Ahrens Investment Partners LLC | 7 | 2 | 0.06% | 0.90% | 1.95% | Q4 2016 | Q1 2021 | 11 |
Vanguard Capital Wealth Advisors | 9 | 1 | 0.25% | 0.67% | 1.78% | Q4 2017 | Q4 2020 | 11 |
D.B. Root & Company, LLC | 11 | 11 | 0.10% | 0.14% | 0.18% | Q1 2018 | Q3 2020 | 11 |
AlphaStar Capital Management, LLC | 6 | 5 | 0.03% | 0.63% | 1.75% | Q4 2017 | Q1 2021 | 11 |
VAN ECK ASSOCIATES CORP | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 11 |
Ellevest, Inc. | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2022 | 11 |
Sunesis Advisors, LLC | 11 | 11 | 1.36% | 1.53% | 1.72% | Q3 2018 | Q1 2021 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 11 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q4 2019 | 11 |
HANCOCK WHITNEY CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2021 | 11 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 11 | 11 | 0.04% | 0.41% | 1.58% | Q1 2018 | Q3 2020 | 11 |
EXCALIBUR MANAGEMENT CORP | 11 | 11 | 0.22% | 0.24% | 0.28% | Q4 2015 | Q2 2018 | 11 |
Camarda Financial Advisors, LLC | 6 | 1 | 0.00% | 0.77% | 2.58% | Q4 2014 | Q1 2021 | 11 |
Lehman Financial Resources, Inc. | 8 | 3 | 0.06% | 0.08% | 0.13% | Q2 2015 | Q3 2018 | 11 |
Jump Trading, LLC | 4 | 1 | 0.05% | 0.31% | 0.68% | Q1 2014 | Q1 2019 | 11 |
SILVER CAPITAL MANAGEMENT LLC | 11 | 11 | 0.28% | 0.42% | 0.87% | Q2 2013 | Q4 2015 | 11 |
Aureus Asset Management, LLC | 7 | 4 | 0.06% | 0.11% | 0.22% | Q4 2015 | Q1 2021 | 11 |
FIRST HAWAIIAN BANK | 10 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2021 | 11 |
Beaumont Financial Partners, LLC | 6 | 1 | 0.03% | 1.10% | 2.31% | Q2 2013 | Q4 2020 | 11 |
MOODY NATIONAL BANK TRUST DIVISION | 10 | 10 | 0.03% | 0.03% | 0.05% | Q4 2018 | Q1 2021 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.42% | 0.76% | Q2 2013 | Q3 2015 | 10 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.14% | 1.20% | 2.48% | Q1 2016 | Q2 2019 | 10 |
Sageworth Trust Co | 10 | 10 | 0.14% | 0.57% | 1.46% | Q4 2018 | Q1 2021 | 10 |
TRUE Private Wealth Advisors | 10 | 10 | 0.38% | 3.01% | 8.98% | Q4 2018 | Q1 2021 | 10 |
Sheaff Brock Investment Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2018 | 10 |
Global Trust Asset Management, LLC | 10 | 10 | 0.28% | 0.42% | 0.62% | Q4 2017 | Q1 2020 | 10 |
Braver Wealth Management, LLC | 8 | 2 | 0.04% | 0.14% | 0.78% | Q4 2013 | Q3 2016 | 10 |
WealthBridge Capital Management, LLC | 10 | 10 | 0.22% | 0.32% | 0.41% | Q4 2018 | Q1 2021 | 10 |
Argent Trust Co | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 10 |
Investors Research Corp | 9 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q1 2022 | 10 |
Freestone Capital Holdings, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 10 |
Principle Wealth Partners LLC | 10 | 10 | 0.06% | 0.18% | 0.33% | Q4 2018 | Q1 2021 | 10 |
Hayden Royal, LLC | 10 | 10 | 0.28% | 0.65% | 1.16% | Q4 2018 | Q1 2021 | 10 |
Landsberg, Bennett, & Dubbaneh LLC | 10 | 10 | 0.05% | 0.08% | 0.16% | Q4 2018 | Q1 2021 | 10 |
Hamilton Wealth, LLC | 10 | 10 | 1.07% | 1.99% | 2.84% | Q4 2018 | Q1 2021 | 10 |
Executive Wealth Management, LLC | 10 | 10 | 0.07% | 0.42% | 0.84% | Q4 2018 | Q1 2021 | 10 |
NatWest Group plc | 10 | 10 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2015 | 10 |
Elmwood Wealth Management, Inc. | 6 | 1 | 0.04% | 0.37% | 1.17% | Q1 2018 | Q1 2021 | 10 |
Private Portfolio Partners LLC | 10 | 10 | 0.23% | 0.31% | 0.45% | Q4 2018 | Q1 2021 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 10 | 10 | 0.02% | 0.19% | 0.35% | Q4 2018 | Q1 2021 | 10 |
NKCFO LLC | 10 | 10 | 0.71% | 3.10% | 10.75% | Q4 2018 | Q1 2021 | 10 |
Western Wealth Management, LLC | 10 | 10 | 0.04% | 0.10% | 0.17% | Q4 2018 | Q1 2021 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q1 2021 | 10 |
Clean Yield Group | 10 | 10 | 0.06% | 0.10% | 0.22% | Q2 2016 | Q3 2018 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.16% | 0.64% | 1.41% | Q4 2018 | Q1 2021 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 10 |
MACRO Consulting Group | 10 | 10 | 7.81% | 10.61% | 12.94% | Q4 2018 | Q1 2021 | 10 |
KCM INVESTMENT ADVISORS LLC | 7 | 3 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q1 2021 | 10 |
IPG Investment Advisors LLC | 10 | 10 | 0.10% | 0.51% | 1.14% | Q4 2018 | Q1 2021 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.06% | 0.39% | Q2 2013 | Q3 2015 | 10 |
Personal Wealth Partners | 10 | 10 | 0.50% | 1.43% | 2.20% | Q4 2018 | Q1 2021 | 10 |
Advisory Alpha, LLC | 8 | 1 | 0.01% | 1.37% | 2.11% | Q4 2016 | Q1 2021 | 10 |
Fiera Capital Corp | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2020 | 10 |
Cougar Global Investments Ltd | 6 | 4 | 2.86% | 6.25% | 9.03% | Q1 2016 | Q3 2020 | 10 |
Larson Financial Group LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2021 | 10 |
PRUDENTIAL PLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.40% | 0.57% | 0.71% | Q4 2018 | Q1 2021 | 10 |
Asset Management One Co., Ltd. | 10 | 10 | 0.00% | 0.10% | 0.19% | Q4 2018 | Q1 2021 | 10 |
Relative Value Partners Group, LLC | 8 | 2 | 0.02% | 0.08% | 0.18% | Q3 2018 | Q1 2021 | 10 |
Cresset Asset Management, LLC | 10 | 10 | 0.04% | 0.32% | 0.78% | Q4 2018 | Q1 2021 | 10 |
Tidal Investments LLC | 10 | 10 | 0.03% | 0.42% | 0.97% | Q4 2018 | Q1 2021 | 10 |
G&S Capital LLC | 10 | 10 | 0.05% | 0.16% | 0.26% | Q4 2017 | Q1 2020 | 10 |
TOWNSQUARE CAPITAL LLC | 10 | 10 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q1 2021 | 10 |
Convergent Wealth Advisors | 10 | 10 | 0.38% | 2.74% | 6.22% | Q2 2013 | Q3 2015 | 10 |
Hochman Cole Investment Advisors, Inc. | 7 | 3 | 0.12% | 0.22% | 0.32% | Q3 2017 | Q1 2021 | 10 |
Elm Partners Management LLC | 10 | 10 | 0.39% | 1.17% | 1.74% | Q1 2019 | Q2 2021 | 10 |
FinTrust Capital Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Manchester Capital Management LLC | 9 | 1 | 0.00% | 0.03% | 0.04% | Q1 2014 | Q1 2021 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.04% | 0.09% | 0.14% | Q4 2018 | Q1 2021 | 10 |
EMERSON INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.03% | 1.52% | 2.05% | Q4 2013 | Q1 2016 | 10 |
BHF Kleinwort Benson Group S.A. | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 10 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 | 1 | 0.00% | 1.00% | 1.40% | Q2 2018 | Q1 2021 | 10 |
Kore Private Wealth LLC | 10 | 10 | 0.64% | 1.74% | 3.34% | Q4 2018 | Q1 2021 | 10 |
Pettinga Financial Advisors, LLC | 10 | 10 | 0.30% | 0.54% | 0.99% | Q4 2018 | Q1 2021 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 10 | 0.03% | 2.96% | 4.79% | Q4 2018 | Q1 2021 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 | 1 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q1 2021 | 10 |
ATLAS CAPITAL ADVISORS LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q1 2021 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2015 | 10 |
First PREMIER Bank | 10 | 10 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 10 |
Family Management Corp | 8 | 2 | 0.09% | 0.19% | 0.35% | Q2 2013 | Q1 2021 | 10 |
Lehman & Derafelo Financial Resources LLC | 10 | 10 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q1 2021 | 10 |
Strategic Point Investment Advisors, LLC | 7 | 2 | 3.24% | 6.70% | 8.93% | Q2 2016 | Q1 2021 | 9 |
SAGE RHINO CAPITAL LLC | 9 | 9 | 2.06% | 4.25% | 5.96% | Q1 2019 | Q1 2021 | 9 |
Chevy Chase Trust Holdings, LLC | 7 | 2 | 0.00% | 0.18% | 0.38% | Q2 2018 | Q1 2021 | 9 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9 | 9 | 0.04% | 0.57% | 1.25% | Q2 2017 | Q2 2019 | 9 |
CENTAURUS FINANCIAL, INC. | 8 | 1 | 0.01% | 0.12% | 0.20% | Q2 2018 | Q1 2021 | 9 |
Gruss & Co., LLC | 8 | 1 | 0.24% | 5.43% | 11.15% | Q2 2013 | Q4 2020 | 9 |
Mascoma Wealth Management LLC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q1 2021 | 9 |
Windsor Financial Group, LLC | 9 | 9 | 0.20% | 0.35% | 0.55% | Q2 2015 | Q2 2017 | 9 |
Outlook Wealth Advisors, LLC | 9 | 9 | 0.15% | 0.44% | 0.84% | Q4 2019 | Q4 2021 | 9 |
Hilltop Holdings Inc. | 7 | 2 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q1 2021 | 9 |
TSFG, LLC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q1 2021 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 4 | 0.01% | 0.05% | 0.14% | Q4 2016 | Q1 2021 | 9 |
PRUDENTIAL FINANCIAL INC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q1 2021 | 9 |
CULLEN/FROST BANKERS, INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2021 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.01% | 0.06% | 0.22% | Q1 2019 | Q1 2021 | 9 |
Joseph P. Lucia & Associates, LLC | 9 | 9 | 0.06% | 0.39% | 0.74% | Q1 2019 | Q1 2021 | 9 |
Montecito Bank & Trust | 9 | 9 | 0.17% | 0.38% | 0.56% | Q1 2019 | Q1 2021 | 9 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 7 | 2 | 0.03% | 5.37% | 10.88% | Q2 2018 | Q1 2021 | 9 |
PEOPLES BANK /OH | 9 | 9 | 0.07% | 0.08% | 0.10% | Q2 2016 | Q2 2018 | 9 |
MERITAGE PORTFOLIO MANAGEMENT | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2021 | 9 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 5 | 4 | 0.01% | 0.07% | 0.13% | Q4 2018 | Q1 2021 | 9 |
Truvestments Capital LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2021 | 9 |
PRW Wealth Management LLC | 9 | 9 | 0.23% | 0.78% | 1.78% | Q4 2018 | Q4 2020 | 9 |
Knuff & Co LLC | 9 | 9 | 0.00% | 0.07% | 0.22% | Q4 2018 | Q4 2020 | 9 |
New Harbor Financial Group, LLC | 5 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2015 | 9 |
Nikulski Financial, Inc. | 9 | 9 | 0.16% | 0.23% | 0.35% | Q4 2017 | Q4 2019 | 9 |
COMERICA SECURITIES,INC. | 9 | 9 | 0.10% | 0.15% | 0.20% | Q1 2019 | Q1 2021 | 9 |
NBT BANK N A /NY | 8 | 1 | 0.02% | 0.19% | 0.35% | Q2 2013 | Q3 2016 | 9 |
SRS Capital Advisors, Inc. | 7 | 2 | 0.01% | 0.35% | 0.85% | Q3 2018 | Q4 2020 | 9 |
Baystate Wealth Management LLC | 8 | 1 | 0.00% | 0.74% | 3.32% | Q4 2017 | Q1 2021 | 9 |
Silverleafe Capital Partners, LLC | 9 | 9 | 0.42% | 2.43% | 4.67% | Q1 2019 | Q1 2021 | 9 |
BANK OF THE WEST | 9 | 9 | 0.02% | 0.13% | 0.16% | Q3 2013 | Q3 2015 | 9 |
Realta Investment Advisors | 9 | 9 | 0.07% | 0.16% | 0.29% | Q1 2019 | Q1 2021 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q1 2021 | 9 |
Fusion Family Wealth LLC | 9 | 9 | 0.02% | 0.59% | 2.08% | Q4 2016 | Q4 2018 | 9 |
Newman & Schimel, LLC | 9 | 9 | 0.12% | 0.71% | 3.00% | Q4 2020 | Q4 2022 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.55% | 1.06% | 1.60% | Q1 2019 | Q1 2021 | 9 |
Summit Asset Management, LLC | 9 | 9 | 0.08% | 0.14% | 0.18% | Q2 2013 | Q2 2015 | 9 |
Inscription Capital, LLC | 8 | 1 | 1.01% | 1.34% | 1.92% | Q2 2019 | Q1 2022 | 9 |
Lee Financial Co | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 9 |
GIRARD PARTNERS LTD. | 5 | 2 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q1 2020 | 9 |
Day & Ennis, LLC | 9 | 9 | 0.11% | 0.13% | 0.18% | Q4 2015 | Q4 2017 | 9 |
ADIRONDACK TRUST CO | 6 | 3 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2021 | 9 |
AlphaMark Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2021 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Legend Financial Advisors, Inc. | 9 | 9 | 6.42% | 10.64% | 17.06% | Q1 2019 | Q1 2021 | 9 |
RWA WEALTH PARTNERS, LLC | 3 | 1 | 0.01% | 0.11% | 0.17% | Q1 2017 | Q2 2020 | 9 |
New Capital Management LP | 5 | 4 | 0.03% | 0.08% | 0.19% | Q4 2016 | Q4 2020 | 9 |
Greenline Partners, LLC | 5 | 4 | 4.94% | 8.57% | 11.83% | Q1 2020 | Q2 2022 | 9 |
Mirador Capital Partners LP | 7 | 1 | 0.13% | 0.65% | 1.02% | Q1 2018 | Q1 2021 | 8 |
GAMCO INVESTORS, INC. ET AL | 8 | 8 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q1 2021 | 8 |
ATHERTON LANE ADVISERS, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 8 |
Brinker Capital Investments, LLC | 5 | 1 | 0.00% | 0.13% | 0.36% | Q2 2017 | Q1 2021 | 8 |
Wind River Trust Co | 8 | 8 | 0.01% | 3.63% | 15.30% | Q4 2012 | Q3 2014 | 8 |
AVALON CAPITAL MANAGEMENT | 6 | 2 | 0.43% | 1.14% | 2.47% | Q4 2013 | Q1 2016 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.16% | 1.13% | Q4 2017 | Q3 2019 | 8 |
CMT TRADING LLC | 4 | 1 | 0.19% | 0.95% | 2.47% | Q1 2014 | Q3 2018 | 8 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.03% | 0.04% | 0.08% | Q1 2014 | Q1 2020 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q3 2016 | 8 |
Aft, Forsyth & Sober, LLC | 8 | 8 | 0.03% | 0.92% | 3.67% | Q4 2019 | Q3 2021 | 8 |
Cypress Wealth Advisors LLC | 8 | 8 | 0.37% | 0.43% | 0.56% | Q2 2015 | Q1 2017 | 8 |
Stearns Financial Services Group | 8 | 8 | 2.50% | 4.83% | 7.98% | Q4 2018 | Q3 2020 | 8 |
Constellation Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2013 | Q3 2015 | 8 |
Ellis Investment Partners, LLC | 8 | 8 | 0.03% | 0.11% | 0.17% | Q2 2019 | Q1 2021 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.24% | 0.46% | 1.11% | Q3 2017 | Q2 2019 | 8 |
BREWIN DOLPHIN LTD | 8 | 8 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q1 2021 | 8 |
Ackerman Capital Advisors, LLC | 4 | 1 | 0.00% | 0.74% | 2.70% | Q1 2018 | Q1 2021 | 8 |
London & Capital Asset Management Ltd | 8 | 8 | 0.42% | 1.09% | 1.60% | Q2 2019 | Q1 2021 | 8 |
KINGS POINT CAPITAL MANAGEMENT | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Archer Investment Corp | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2021 | 8 |
MKD WEALTH COACHES, LLC | 5 | 3 | 0.06% | 2.99% | 6.28% | Q4 2018 | Q1 2021 | 8 |
Investors Capital Advisory Services | 8 | 8 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q1 2015 | 8 |
Centric Wealth Management | 8 | 8 | 0.30% | 1.41% | 1.78% | Q4 2018 | Q3 2020 | 8 |
East Coast Asset Management, LLC. | 8 | 8 | 0.07% | 1.24% | 3.80% | Q4 2012 | Q3 2014 | 8 |
NorthCoast Asset Management LLC | 8 | 8 | 0.23% | 0.35% | 0.58% | Q2 2019 | Q1 2021 | 8 |
jvl associates llc | 8 | 8 | 1.11% | 1.40% | 1.68% | Q2 2019 | Q1 2021 | 8 |
TAP Consulting, LLC | 7 | 1 | 0.34% | 0.55% | 0.72% | Q1 2019 | Q1 2021 | 8 |
DELTA FINANCIAL ADVISORS LLC | 8 | 8 | 0.40% | 1.22% | 1.70% | Q2 2019 | Q1 2021 | 8 |
Ameritas Investment Company, LLC | 7 | 1 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q1 2021 | 8 |
Sound View Wealth Advisors Group, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q2 2019 | Q1 2021 | 8 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5 | 3 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q1 2021 | 8 |
Litman Gregory Wealth Management LLC | 6 | 2 | 0.01% | 0.13% | 0.92% | Q4 2015 | Q1 2021 | 8 |
Cardan Capital Partners, LLC | 5 | 3 | 0.04% | 0.26% | 0.41% | Q1 2016 | Q1 2021 | 8 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2019 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Semmax Financial Advisors Inc. | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 8 |
Lucia Wealth Services, LLC | 8 | 8 | 0.01% | 1.30% | 2.01% | Q3 2018 | Q2 2020 | 8 |
REGENTATLANTIC CAPITAL LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2018 | 8 |
HM PAYSON & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 8 | 0.02% | 0.30% | 1.32% | Q4 2017 | Q3 2019 | 8 |
REINHART PARTNERS, LLC. | 8 | 8 | 0.48% | 0.57% | 0.69% | Q2 2013 | Q1 2015 | 8 |
VSR Financial Services, Inc. | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2016 | 8 |
Brookstone Capital Management | 3 | 1 | 0.01% | 0.36% | 0.80% | Q2 2015 | Q1 2021 | 8 |
Enterprise Trust & Investment Co | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2015 | 8 |
55I, LLC | 5 | 3 | 0.01% | 0.21% | 0.45% | Q4 2018 | Q1 2021 | 8 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
MURPHY CAPITAL MANAGEMENT INC | 5 | 3 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2021 | 8 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 3 | 0.10% | 0.12% | 0.15% | Q4 2017 | Q1 2020 | 7 |
PBMares Wealth Management LLC | 6 | 1 | 0.27% | 0.98% | 1.35% | Q4 2019 | Q1 2022 | 7 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 7 | 7 | 4.42% | 5.78% | 7.44% | Q1 2018 | Q3 2019 | 7 |
Crosspoint Capital Strategies, LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2015 | 7 |
WMS Partners, LLC | 4 | 3 | 0.02% | 0.29% | 0.54% | Q2 2013 | Q1 2021 | 7 |
KLS Professional Advisors Group, LLC | 7 | 7 | 0.03% | 0.08% | 0.13% | Q4 2017 | Q2 2019 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Columbus Macro, LLC | 4 | 1 | 0.03% | 0.11% | 0.50% | Q2 2018 | Q1 2021 | 7 |
Carnegie Capital Asset Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2017 | 7 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 5 | 2 | 0.00% | 0.04% | 0.10% | Q1 2015 | Q1 2021 | 7 |
Steigerwald, Gordon & Koch Inc. | 7 | 7 | 0.13% | 0.20% | 0.27% | Q4 2011 | Q2 2013 | 7 |
Blue Edge Capital, LLC | 4 | 3 | 0.50% | 0.75% | 0.95% | Q1 2016 | Q1 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
GFS Advisors, LLC | 6 | 1 | 0.01% | 1.24% | 1.76% | Q1 2016 | Q1 2021 | 7 |
Sandia Holdings, LLC | 7 | 7 | 5.20% | 8.33% | 9.84% | Q1 2017 | Q3 2018 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.02% | 0.23% | 0.36% | Q3 2019 | Q1 2021 | 7 |
USA FINANCIAL FORMULAS | 4 | 3 | 0.09% | 0.52% | 1.49% | Q4 2018 | Q3 2020 | 7 |
Slow Capital, Inc. | 7 | 7 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q1 2021 | 7 |
COBIZ WEALTH, LLC | 6 | 1 | 0.00% | 0.03% | 0.03% | Q2 2013 | Q1 2019 | 7 |
GAMBLE JONES INVESTMENT COUNSEL | 7 | 7 | 0.27% | 0.96% | 1.38% | Q3 2019 | Q1 2021 | 7 |
Avalon Investment & Advisory | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
CORRADO ADVISORS, LLC | 7 | 7 | 2.11% | 4.02% | 5.46% | Q3 2019 | Q1 2021 | 7 |
Tradewinds Capital Management, LLC | 5 | 1 | 0.00% | 0.82% | 3.83% | Q1 2016 | Q1 2021 | 7 |
Coastal Bridge Advisors, LLC | 7 | 7 | 0.49% | 2.25% | 4.18% | Q3 2019 | Q1 2021 | 7 |
Nelson Capital Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2019 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Canton Hathaway, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Firestone Capital Management | 7 | 7 | 0.44% | 0.56% | 0.66% | Q4 2019 | Q2 2021 | 7 |
Stanford Investment Group, Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 7 |
1834 INVESTMENT ADVISORS CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
FIRST FOUNDATION ADVISORS | 7 | 7 | 3.49% | 4.53% | 5.17% | Q3 2019 | Q1 2021 | 7 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 7 |
Wills Financial Group, Inc. | 7 | 7 | 1.57% | 1.90% | 2.10% | Q3 2019 | Q1 2021 | 7 |
Summit Place Financial Advisors, LLC | 7 | 7 | 1.73% | 4.36% | 7.94% | Q4 2019 | Q2 2021 | 7 |
Signature Financial Management, Inc. | 7 | 7 | 0.43% | 0.67% | 0.82% | Q1 2017 | Q3 2018 | 7 |
Consolidated Investment Group LLC | 7 | 7 | 0.27% | 0.58% | 1.02% | Q3 2019 | Q1 2021 | 7 |
Bison Wealth, LLC | 7 | 7 | 0.16% | 0.74% | 1.19% | Q3 2019 | Q1 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2020 | 7 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.00% | 0.10% | 0.40% | Q4 2019 | Q1 2021 | 7 |
Sepio Capital, LP | 7 | 7 | 0.51% | 1.00% | 1.40% | Q3 2019 | Q1 2021 | 7 |
BOURGEON CAPITAL MANAGEMENT LLC | 7 | 7 | 2.84% | 4.47% | 6.12% | Q3 2019 | Q1 2021 | 7 |
Sagil Capital LLP | 5 | 2 | 2.46% | 4.53% | 8.15% | Q4 2018 | Q2 2021 | 7 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 4 | 1 | 0.16% | 0.21% | 0.24% | Q2 2018 | Q4 2020 | 7 |
Parcion Private Wealth LLC | 7 | 7 | 4.82% | 8.15% | 11.88% | Q4 2019 | Q2 2021 | 7 |
Essex Savings Bank | 4 | 3 | 0.03% | 0.09% | 0.15% | Q4 2018 | Q1 2021 | 7 |
Q3 Asset Management | 3 | 1 | 0.55% | 2.62% | 4.07% | Q2 2018 | Q3 2020 | 7 |
Azimuth Capital Management LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q2 2018 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
DOWLING & YAHNKE LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2021 | 7 |
Quantitative Investment Management, LLC | 5 | 1 | 0.08% | 0.56% | 2.04% | Q2 2013 | Q1 2017 | 7 |
PARSONS CAPITAL MANAGEMENT INC/RI | 6 | 1 | 0.00% | 0.08% | 0.13% | Q2 2013 | Q1 2015 | 7 |
Kiwi Wealth Investments Limited Partnership | 7 | 7 | 0.75% | 1.69% | 2.73% | Q3 2019 | Q1 2021 | 7 |
Redhawk Wealth Advisors, Inc. | 6 | 1 | 0.07% | 0.34% | 1.77% | Q2 2019 | Q1 2021 | 7 |
HHG & Company, LLC | 7 | 7 | 0.04% | 0.59% | 0.97% | Q2 2013 | Q4 2014 | 7 |
FIRST AMERICAN TRUST, FSB | 7 | 7 | 1.46% | 2.51% | 3.42% | Q3 2019 | Q1 2021 | 7 |
CAPSTONE INVESTMENT ADVISORS, LLC | 7 | 7 | 0.03% | 0.08% | 0.24% | Q4 2016 | Q2 2018 | 7 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 7 |
Smart Portfolios, LLC | 6 | 1 | 0.02% | 0.96% | 5.14% | Q1 2016 | Q1 2021 | 7 |
Transform Wealth, LLC | 7 | 7 | 0.30% | 1.19% | 2.61% | Q3 2019 | Q1 2021 | 7 |
SVB WEALTH LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2021 | 7 |
EVOKE WEALTH, LLC | 7 | 7 | 0.27% | 1.08% | 3.22% | Q3 2019 | Q1 2021 | 7 |
BEACON TRUST CO | 5 | 2 | 0.02% | 0.04% | 0.05% | Q1 2013 | Q4 2015 | 7 |
Relyea Zuckerberg Hanson LLC | 6 | 1 | 0.46% | 0.66% | 0.97% | Q4 2019 | Q1 2022 | 7 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2018 | 7 |
Signet Investment Advisory Group, Inc. | 5 | 2 | 4.30% | 5.55% | 6.86% | Q4 2018 | Q1 2021 | 7 |
Titan Capital Management, LLC /TX | 7 | 7 | 9.49% | 11.37% | 13.03% | Q2 2019 | Q4 2020 | 7 |
FORVIS Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2019 | 7 |
Meridian Wealth Advisors, LLC | 7 | 7 | 2.04% | 2.52% | 3.02% | Q3 2019 | Q1 2021 | 7 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.08% | 0.17% | Q4 2018 | Q1 2021 | 7 |
STABLEFORD CAPITAL II LLC | 6 | 1 | 1.43% | 2.78% | 3.79% | Q4 2019 | Q1 2022 | 7 |
Cerity Partners LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q4 2020 | 7 |
Sunbelt Securities, Inc. | 6 | 1 | 0.10% | 1.22% | 2.96% | Q1 2019 | Q4 2020 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7 | 7 | 0.04% | 0.15% | 0.46% | Q4 2019 | Q2 2021 | 7 |
1st Global Advisors, Inc. | 5 | 2 | 0.02% | 0.02% | 0.04% | Q2 2015 | Q2 2017 | 7 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 1 | 0.06% | 0.10% | 0.16% | Q1 2013 | Q2 2021 | 7 |
Charles Schwab Trust Co | 7 | 7 | 0.71% | 0.80% | 0.98% | Q3 2019 | Q1 2021 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
HIGH POINT BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
BECK CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.22% | 0.98% | 2.55% | Q3 2018 | Q4 2019 | 6 |
Modus Advisors, LLC | 6 | 6 | 3.79% | 5.49% | 7.37% | Q4 2019 | Q1 2021 | 6 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Summit Equities Inc | 6 | 6 | 0.04% | 3.35% | 12.64% | Q1 2014 | Q2 2015 | 6 |
ATTICUS WEALTH MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 6 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 6 |
BELLEVUE ASSET MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
HawsGoodwin Investment Management LLC | 6 | 6 | 0.08% | 0.67% | 2.34% | Q4 2019 | Q1 2021 | 6 |
EWG Elevate Inc. | 6 | 6 | 0.15% | 0.23% | 0.39% | Q4 2019 | Q1 2021 | 6 |
VCU Investment Management Co | 6 | 6 | 2.74% | 11.98% | 19.07% | Q4 2019 | Q1 2021 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.36% | 0.46% | 0.53% | Q4 2019 | Q1 2021 | 6 |
Stonebridge Financial Planning Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 6 |
ROCKLAND TRUST CO | 6 | 6 | 0.06% | 0.18% | 0.22% | Q4 2017 | Q1 2019 | 6 |
WESBANCO BANK INC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 6 |
Choate Investment Advisors | 5 | 1 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q1 2021 | 6 |
Sowa Financial Group, Inc. | 6 | 6 | 7.73% | 11.56% | 12.94% | Q4 2019 | Q1 2021 | 6 |
Braeside Investments, LLC | 6 | 6 | 5.70% | 6.09% | 6.74% | Q2 2013 | Q3 2014 | 6 |
DCF Advisers, LLC | 6 | 6 | 1.41% | 1.74% | 1.97% | Q4 2019 | Q1 2021 | 6 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.12% | 0.15% | 0.23% | Q1 2020 | Q1 2022 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2014 | 6 |
ZWJ INVESTMENT COUNSEL INC | 4 | 2 | 0.07% | 0.08% | 0.10% | Q1 2017 | Q1 2020 | 6 |
Independence Bank of Kentucky | 3 | 3 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q1 2021 | 6 |
NWAM LLC | 6 | 6 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q1 2021 | 6 |
LGL PARTNERS, LLC | 5 | 1 | 0.09% | 0.22% | 0.40% | Q1 2019 | Q3 2020 | 6 |
Clarius Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2020 | 6 |
Independent Family Office, LLC | 6 | 6 | 4.75% | 6.01% | 6.77% | Q4 2019 | Q1 2021 | 6 |
RB Capital Management, LLC | 6 | 6 | 0.00% | 0.12% | 0.17% | Q4 2016 | Q1 2018 | 6 |
CERTUITY, LLC | 6 | 6 | 0.24% | 0.33% | 0.40% | Q4 2019 | Q1 2021 | 6 |
Almanack Investment Partners, LLC. | 3 | 3 | 0.20% | 0.39% | 1.05% | Q4 2016 | Q1 2021 | 6 |
Insight Wealth Partners, LLC | 6 | 6 | 2.12% | 3.25% | 3.93% | Q4 2019 | Q1 2021 | 6 |
MCF Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2021 | 6 |
IEQ CAPITAL, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q1 2021 | 6 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 5 | 1 | 1.34% | 1.95% | 2.45% | Q4 2018 | Q1 2021 | 6 |
Mizuho Asset Management Co.,Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Atlas Private Wealth Management | 6 | 6 | 0.09% | 0.11% | 0.12% | Q4 2019 | Q1 2021 | 6 |
MOULTON WEALTH MANAGEMENT, INC | 5 | 1 | 4.89% | 6.99% | 10.12% | Q4 2019 | Q2 2021 | 6 |
CX Institutional | 5 | 1 | 0.00% | 0.04% | 0.22% | Q3 2018 | Q2 2021 | 6 |
Polianta Ltd | 6 | 6 | 0.56% | 6.10% | 9.69% | Q2 2017 | Q3 2018 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 5.94% | 7.43% | 8.50% | Q4 2019 | Q1 2021 | 6 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 6 |
Mission Creek Capital Partners, Inc. | 6 | 6 | 0.04% | 0.12% | 0.16% | Q4 2019 | Q1 2021 | 6 |
Sugarloaf Wealth Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q1 2021 | 6 |
EPIQ Capital Group, LLC | 6 | 6 | 2.34% | 4.34% | 6.53% | Q4 2019 | Q1 2021 | 6 |
Orion Portfolio Solutions, LLC | 6 | 6 | 0.01% | 0.09% | 0.16% | Q4 2019 | Q1 2021 | 6 |
Psagot Value Holdings Ltd. | 5 | 1 | 0.00% | 0.02% | 0.02% | Q2 2016 | Q3 2020 | 6 |
S.A. Mason LLC | 6 | 6 | 0.10% | 0.28% | 0.50% | Q4 2019 | Q1 2021 | 6 |
Wealth Alliance | 6 | 6 | 0.83% | 1.30% | 1.78% | Q4 2019 | Q1 2021 | 6 |
Briaud Financial Planning, Inc | 6 | 6 | 2.89% | 3.75% | 5.51% | Q4 2019 | Q1 2021 | 6 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6 | 6 | 0.24% | 0.28% | 0.36% | Q4 2019 | Q1 2021 | 6 |
Hamilton Capital, LLC | 6 | 6 | 0.07% | 0.19% | 0.26% | Q4 2019 | Q1 2021 | 6 |
Argentus Capital Management, LLC | 3 | 1 | 0.05% | 0.08% | 0.10% | Q2 2014 | Q3 2016 | 6 |
DOHJ, LLC | 6 | 6 | 1.33% | 1.66% | 1.94% | Q4 2019 | Q1 2021 | 6 |
IAG Wealth Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.68% | 0.99% | 1.23% | Q4 2019 | Q1 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.04% | 0.26% | 0.99% | Q4 2019 | Q1 2021 | 6 |
HighMark Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q1 2021 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.03% | 0.20% | 0.33% | Q2 2013 | Q3 2014 | 6 |
Mine & Arao Wealth Creation & Management, LLC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Perennial Investment Advisors, LLC | 6 | 6 | 0.65% | 1.18% | 1.89% | Q4 2019 | Q1 2021 | 6 |
DAVENPORT & Co LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 6 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 6 | 6 | 1.06% | 2.67% | 6.40% | Q4 2019 | Q1 2021 | 6 |
Vivaldi Capital Management LP | 6 | 6 | 0.06% | 0.65% | 0.91% | Q4 2019 | Q1 2021 | 6 |
MANCHESTER FINANCIAL INC | 6 | 6 | 0.01% | 0.04% | 0.19% | Q4 2019 | Q1 2021 | 6 |
Hillcrest Wealth Advisors - NY, LLC | 3 | 3 | 0.13% | 0.23% | 0.54% | Q4 2018 | Q1 2021 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.02% | 0.44% | 1.09% | Q4 2019 | Q1 2021 | 6 |
Aberdeen Wealth Management LLC | 6 | 6 | 0.31% | 0.44% | 0.54% | Q4 2019 | Q1 2021 | 6 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 6 | 6 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q4 2019 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 6 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Visionary Wealth Advisors | 6 | 6 | 0.12% | 0.22% | 0.31% | Q4 2019 | Q1 2021 | 6 |
Maltin Wealth Management, Inc. | 6 | 6 | 1.17% | 2.73% | 3.29% | Q4 2019 | Q1 2021 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.63% | 0.70% | 0.84% | Q2 2015 | Q3 2016 | 6 |
Winthrop Advisory Group LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q3 2019 | 6 |
Welch Group, LLC | 4 | 1 | 0.02% | 0.04% | 0.04% | Q4 2013 | Q3 2016 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Grove Bank & Trust | 6 | 6 | 0.08% | 0.20% | 0.51% | Q4 2019 | Q1 2021 | 6 |
Parkside Investments, LLC | 6 | 6 | 0.11% | 4.02% | 5.64% | Q4 2019 | Q1 2021 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Laurel Wealth Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Timber Creek Capital Management LLC | 4 | 2 | 0.50% | 3.76% | 7.38% | Q2 2013 | Q1 2021 | 6 |
First Allied Asset Management, Inc. | 6 | 6 | 0.36% | 0.49% | 0.79% | Q4 2013 | Q1 2015 | 6 |
Evanston Investments, Inc., dba Evanston Advisors | 6 | 6 | 3.62% | 4.05% | 4.74% | Q3 2017 | Q4 2018 | 6 |
TD Capital Management LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
KELLOGG W K FOUNDATION TRUST | 6 | 6 | 0.22% | 0.31% | 0.36% | Q2 2013 | Q3 2014 | 6 |
Alhambra Investment Management LLC | 6 | 6 | 2.32% | 4.06% | 5.38% | Q4 2019 | Q1 2021 | 6 |
Column Capital Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Silicon Hills Wealth Management, LLC | 6 | 6 | 1.14% | 4.71% | 6.36% | Q4 2019 | Q1 2021 | 6 |
Faithward Advisors, LLC | 4 | 1 | 1.62% | 2.59% | 3.44% | Q4 2019 | Q1 2021 | 5 |
DEARBORN PARTNERS LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 5 |
DIALECTIC CAPITAL MANAGEMENT, LP | 5 | 5 | 0.41% | 1.00% | 1.59% | Q2 2013 | Q2 2014 | 5 |
Russell Investments Group, Ltd. | 5 | 5 | 0.04% | 0.05% | 0.10% | Q1 2020 | Q1 2021 | 5 |
Lake Point Wealth Management | 3 | 2 | 0.01% | 5.30% | 12.48% | Q4 2018 | Q1 2020 | 5 |
OSAIC HOLDINGS, INC. | 5 | 5 | 0.14% | 0.17% | 0.20% | Q1 2020 | Q1 2021 | 5 |
FORBES J M & CO LLP | 5 | 5 | 4.18% | 6.42% | 7.52% | Q1 2020 | Q1 2021 | 5 |
Rafferty Asset Management, LLC | 5 | 5 | 0.02% | 0.08% | 0.20% | Q1 2020 | Q1 2021 | 5 |
DSC Advisors, L.P. | 2 | 1 | 0.10% | 0.87% | 1.84% | Q1 2014 | Q2 2017 | 5 |
Regent Peak Wealth Advisors LLC | 5 | 5 | 1.95% | 2.22% | 2.47% | Q1 2020 | Q1 2021 | 5 |
Verde Capital Management | 5 | 5 | 0.46% | 0.98% | 1.75% | Q4 2019 | Q4 2020 | 5 |
Wellspring Financial Advisors, LLC | 5 | 5 | 4.66% | 4.88% | 5.07% | Q1 2020 | Q1 2021 | 5 |
DWM Financial Group, Inc. | 5 | 5 | 2.08% | 7.41% | 10.01% | Q4 2019 | Q4 2020 | 5 |
SlateStone Wealth, LLC | 5 | 5 | 0.51% | 0.57% | 0.70% | Q1 2020 | Q1 2021 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.06% | 0.13% | Q1 2020 | Q1 2021 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.11% | 0.17% | 0.24% | Q2 2013 | Q2 2014 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Berkeley Capital Partners, LLC | 5 | 5 | 0.09% | 0.24% | 0.37% | Q1 2020 | Q1 2021 | 5 |
Radnor Capital Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 5 |
Bristlecone Advisors, LLC | 4 | 1 | 0.00% | 0.16% | 0.31% | Q3 2017 | Q1 2021 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.09% | 0.20% | Q4 2019 | Q4 2020 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q4 2020 | 5 |
Quadrant Private Wealth Management, LLC | 5 | 5 | 0.14% | 0.18% | 0.25% | Q1 2020 | Q1 2021 | 5 |
AMJ Financial Wealth Management | 5 | 5 | 0.17% | 2.18% | 5.21% | Q4 2019 | Q4 2020 | 5 |
AFAM CAPITAL, INC. | 3 | 2 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q4 2014 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.03% | 0.15% | 0.33% | Q1 2020 | Q1 2021 | 5 |
INTEGRAL DERIVATIVES, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
AMG National Trust Bank | 5 | 5 | 0.02% | 0.07% | 0.09% | Q1 2020 | Q1 2021 | 5 |
Oxbow Advisors, LLC | 5 | 5 | 0.05% | 1.41% | 2.94% | Q1 2020 | Q1 2021 | 5 |
JFS WEALTH ADVISORS, LLC | 3 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2020 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q1 2021 | 5 |
Wealth Quarterback LLC | 5 | 5 | 0.17% | 2.91% | 4.98% | Q4 2019 | Q4 2020 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 5 | 5 | 0.13% | 0.21% | 0.28% | Q1 2020 | Q1 2021 | 5 |
CAPITAL GUARDIAN TRUST CO | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q2 2014 | 5 |
J. W. Coons Advisors, LLC | 5 | 5 | 0.25% | 0.36% | 0.43% | Q1 2020 | Q1 2021 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.10% | 0.13% | 0.16% | Q1 2020 | Q1 2021 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
PDS Planning, Inc | 4 | 1 | 0.08% | 0.14% | 0.19% | Q2 2020 | Q1 2022 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q1 2021 | 5 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 5 |
Formidable Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 1 | 0.09% | 0.17% | 0.35% | Q1 2013 | Q1 2021 | 5 |
MEEDER ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 5 |
MANAGED ACCOUNT ADVISORS LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 5 |
US FINANCIAL ADVISORS, LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q1 2016 | 5 |
PITCAIRN CO | 3 | 2 | 0.02% | 0.14% | 0.62% | Q2 2014 | Q1 2021 | 5 |
Pendal Group Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Pinnacle Wealth Planning Services, Inc. | 5 | 5 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q1 2021 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q1 2020 | 5 |
SENTINEL PENSION ADVISORS INC | 5 | 5 | 0.60% | 1.33% | 1.74% | Q1 2020 | Q1 2021 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Summit Trail Advisors, LLC | 5 | 5 | 0.05% | 2.77% | 6.47% | Q1 2020 | Q1 2021 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
Ziegler Capital Management, LLC | 5 | 5 | 0.09% | 0.12% | 0.15% | Q1 2020 | Q1 2021 | 5 |
NorthRock Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2020 | 5 |
Watermark Asset Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q1 2018 | 5 |
Integrated Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q1 2021 | 5 |
MANAGED ACCOUNT SERVICES INC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q1 2021 | 5 |
Edmond de Rothschild (Europe) | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.01% | 0.13% | 0.34% | Q1 2020 | Q1 2021 | 5 |
USCA RIA LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 5 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 5 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q4 2015 | Q2 2017 | 5 |
USAdvisors Wealth Management, LLC | 5 | 5 | 0.10% | 0.12% | 0.16% | Q4 2017 | Q4 2018 | 5 |
BFSG, LLC | 5 | 5 | 0.52% | 1.72% | 2.56% | Q1 2020 | Q1 2021 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.02% | 0.17% | 0.35% | Q1 2020 | Q1 2021 | 5 |
Beacon Pointe Advisors, LLC | 5 | 5 | 0.06% | 0.31% | 0.75% | Q1 2020 | Q1 2021 | 5 |
Resonant Capital Advisors, LLC | 5 | 5 | 0.10% | 1.38% | 2.07% | Q1 2020 | Q1 2021 | 5 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.06% | 0.09% | 0.14% | Q4 2019 | Q1 2021 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.04% | 0.44% | 0.78% | Q1 2020 | Q1 2021 | 5 |
APPLETON PARTNERS INC/MA | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2021 | 5 |
Csenge Advisory Group | 5 | 5 | 0.04% | 0.10% | 0.18% | Q3 2017 | Q3 2018 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.05% | 0.15% | Q1 2015 | Q1 2017 | 5 |
TCF National Bank | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q1 2021 | 5 |
Sargent Bickham Lagudis LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Red Door Wealth Management, LLC | 5 | 5 | 0.07% | 0.66% | 1.98% | Q1 2020 | Q1 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.76% | 0.84% | 0.92% | Q1 2015 | Q1 2016 | 5 |
Karp Capital Management Corp | 5 | 5 | 0.03% | 0.96% | 1.59% | Q4 2018 | Q4 2019 | 5 |
Paradigm Financial Partners, LLC | 3 | 1 | 0.13% | 0.26% | 0.37% | Q3 2019 | Q1 2022 | 5 |
Auxano Advisors, LLC | 5 | 5 | 0.18% | 0.22% | 0.25% | Q1 2020 | Q1 2021 | 5 |
MAIRS & POWER INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 5 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 5 |
NEVILLE RODIE & SHAW INC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2020 | 5 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
TrinityPoint Wealth, LLC | 4 | 4 | 0.81% | 1.11% | 1.24% | Q2 2020 | Q1 2021 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.92% | 1.04% | 1.21% | Q2 2020 | Q1 2021 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Trust Co | 3 | 1 | 0.00% | 0.04% | 0.05% | Q3 2016 | Q2 2020 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Dorsey & Whitney Trust CO LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q4 2020 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q2 2020 | Q1 2021 | 4 |
Waverly Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q4 2014 | 4 |
Southeast Asset Advisors Inc. | 4 | 4 | 0.89% | 1.13% | 1.29% | Q2 2020 | Q1 2021 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Northwest Bancshares, Inc. | 4 | 4 | 0.07% | 0.12% | 0.14% | Q2 2020 | Q1 2021 | 4 |
Wagner Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 4 |
WINTON GROUP Ltd | 4 | 4 | 0.02% | 0.08% | 0.15% | Q2 2020 | Q1 2021 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Grey Owl Capital Management, LLC | 4 | 4 | 8.49% | 9.81% | 11.45% | Q4 2013 | Q3 2014 | 4 |
Pasadena Private Wealth, LLC | 4 | 4 | 3.60% | 3.66% | 3.73% | Q2 2019 | Q1 2020 | 4 |
Main Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.07% | 0.20% | 0.43% | Q2 2020 | Q1 2021 | 4 |
Marks Group Wealth Management, Inc | 4 | 4 | 3.09% | 3.22% | 3.33% | Q2 2020 | Q1 2021 | 4 |
Geneva Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 4 |
PATTEN & PATTEN INC/TN | 4 | 4 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q3 2018 | 4 |
WOODMONT INVESTMENT COUNSEL LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q1 2021 | 4 |
ETRADE Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2020 | 4 |
Financial Services Advisory Inc | 2 | 2 | 1.71% | 8.51% | 26.88% | Q4 2018 | Q4 2019 | 4 |
PATTON FUND MANAGEMENT, INC. | 4 | 4 | 0.30% | 0.49% | 0.77% | Q2 2020 | Q1 2021 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Brio Consultants, LLC | 4 | 4 | 0.70% | 0.80% | 0.91% | Q2 2020 | Q1 2021 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 4 |
Claro Advisors LLC | 3 | 1 | 0.03% | 0.10% | 0.14% | Q4 2018 | Q1 2021 | 4 |
Ford Financial Group, LLC | 4 | 4 | 0.60% | 0.78% | 0.94% | Q2 2020 | Q1 2021 | 4 |
Narus Financial Partners, LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2016 | Q3 2017 | 4 |
New England Investment & Retirement Group, Inc. | 2 | 1 | 0.01% | 0.32% | 0.63% | Q2 2013 | Q1 2021 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Portland Global Advisors LLC | 2 | 2 | 0.06% | 0.10% | 0.15% | Q1 2014 | Q1 2016 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.09% | 0.12% | 0.16% | Q2 2020 | Q1 2021 | 4 |
Blueprint Investment Partners LLC | 3 | 1 | 1.32% | 2.42% | 3.11% | Q3 2020 | Q1 2023 | 4 |
SENTINEL TRUST CO LBA | 4 | 4 | 0.20% | 0.35% | 0.69% | Q2 2020 | Q1 2021 | 4 |
Pensionmark Financial Group, LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q1 2021 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q1 2021 | 4 |
Citizens National Bank Trust Department | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q1 2021 | 4 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.00% | 0.26% | 0.62% | Q4 2017 | Q1 2021 | 4 |
American Research & Management Co. | 4 | 4 | 3.00% | 3.89% | 4.53% | Q2 2020 | Q1 2021 | 4 |
IRON Financial LLC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q2 2020 | Q1 2021 | 4 |
LEUTHOLD GROUP, LLC | 4 | 4 | 1.18% | 1.37% | 1.48% | Q2 2020 | Q1 2021 | 4 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4 | 4 | 0.07% | 0.12% | 0.16% | Q2 2020 | Q1 2021 | 4 |
Delta Investment Management, LLC | 4 | 4 | 0.18% | 0.22% | 0.29% | Q1 2020 | Q4 2020 | 4 |
Leonard Rickey Investment Advisors P.L.L.C. | 4 | 4 | 0.08% | 0.13% | 0.18% | Q1 2020 | Q4 2020 | 4 |
Perennial Advisors, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q1 2021 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Nicholas Hoffman & Company, LLC. | 4 | 4 | 0.06% | 0.11% | 0.17% | Q2 2016 | Q1 2017 | 4 |
Bryn Mawr Capital Management, LLC | 3 | 1 | 0.11% | 0.12% | 0.14% | Q3 2019 | Q3 2020 | 4 |
SEARLE & CO. | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q1 2021 | 4 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.06% | 0.13% | 0.18% | Q2 2013 | Q3 2016 | 4 |
Forefront Analytics, LLC | 3 | 1 | 0.00% | 0.24% | 0.33% | Q1 2020 | Q1 2021 | 4 |
Frontier Wealth Management LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.06% | 0.16% | 0.37% | Q1 2018 | Q1 2021 | 4 |
VALLEY WEALTH MANAGERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
L & S Advisors Inc | 4 | 4 | 0.11% | 0.14% | 0.18% | Q4 2017 | Q3 2018 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q4 2020 | 4 |
Ferris Capital, LLC | 4 | 4 | 0.61% | 0.81% | 0.95% | Q2 2020 | Q1 2021 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Gateway Advisory, LLC | 3 | 1 | 0.04% | 0.66% | 0.90% | Q4 2017 | Q1 2021 | 4 |
Allen Capital Group, LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q3 2018 | 4 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q1 2019 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.46% | 0.78% | 0.96% | Q2 2020 | Q1 2021 | 4 |
LVM CAPITAL MANAGEMENT LTD/MI | 4 | 4 | 1.53% | 1.83% | 2.06% | Q2 2020 | Q1 2021 | 4 |
Employees Retirement System of Texas | 4 | 4 | 0.03% | 0.06% | 0.12% | Q1 2020 | Q4 2020 | 4 |
Gresham Partners, LLC | 3 | 1 | 0.91% | 1.17% | 1.37% | Q4 2014 | Q4 2015 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q1 2021 | 4 |
MATHER GROUP, LLC. | 3 | 1 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q4 2020 | 4 |
Financial Enhancement Group LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Baldrige Asset Management LLC | 4 | 4 | 0.23% | 0.60% | 0.82% | Q2 2020 | Q1 2021 | 4 |
Trek Financial, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4 | 4 | 0.17% | 0.19% | 0.22% | Q2 2020 | Q1 2021 | 4 |
Williams Jones Wealth Management, LLC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Winthrop Partners - WNY, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Americana Partners, LLC | 4 | 4 | 0.97% | 1.48% | 2.04% | Q2 2020 | Q1 2021 | 4 |
Ledyard National Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2013 | Q3 2014 | 4 |
FIRST HORIZON CORP | 3 | 3 | 0.78% | 0.89% | 0.98% | Q3 2020 | Q1 2021 | 3 |
Bienville Capital Management, LLC | 3 | 3 | 0.08% | 0.16% | 0.24% | Q1 2016 | Q3 2016 | 3 |
Financial Advisory Group | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q1 2021 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 0.63% | 0.69% | 0.73% | Q4 2013 | Q2 2014 | 3 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.12% | 0.55% | 0.96% | Q4 2019 | Q3 2020 | 3 |
LEO BROKERAGE, LLC | 3 | 3 | 0.14% | 0.20% | 0.30% | Q3 2020 | Q1 2021 | 3 |
JMG Financial Group, Ltd. | 2 | 1 | 0.01% | 0.13% | 0.20% | Q2 2013 | Q4 2020 | 3 |
Strategic Wealth Management Group, LLC | 3 | 3 | 0.09% | 0.12% | 0.14% | Q3 2020 | Q1 2021 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Wealthspire Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 3 |
Meridian Wealth Management, LLC | 2 | 1 | 0.01% | 0.08% | 0.12% | Q2 2019 | Q2 2020 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.50% | 0.62% | 0.78% | Q3 2020 | Q1 2021 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q1 2021 | 3 |
Intellectus Partners, LLC | 2 | 1 | 0.01% | 0.20% | 0.32% | Q4 2016 | Q1 2021 | 3 |
Simply Money Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
VIEWPOINT INVESTMENT PARTNERS CORP | 2 | 1 | 0.14% | 0.21% | 0.29% | Q2 2020 | Q1 2021 | 3 |
Zions Bancorporation | 3 | 3 | 0.01% | 1.93% | 3.36% | Q2 2015 | Q4 2015 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 3.38% | 3.51% | 3.73% | Q2 2020 | Q4 2020 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 3 |
Brightworth | 1 | 1 | 0.03% | 0.05% | 0.10% | Q2 2016 | Q4 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q4 2018 | 3 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2017 | 3 |
Packer & Co Ltd | 3 | 3 | 46.69% | 50.96% | 56.51% | Q3 2020 | Q1 2021 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 3 | 3 | 0.56% | 0.95% | 1.28% | Q3 2020 | Q1 2021 | 3 |
Filbrandt Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 3 |
Pure Financial Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q1 2021 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Hanlon Investment Management, Inc. | 3 | 3 | 0.48% | 1.01% | 1.35% | Q1 2020 | Q3 2020 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q3 2019 | 3 |
Zions Bancorporation, N.A. | 3 | 3 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2021 | 3 |
MRA Associates USA LLC | 3 | 3 | 0.17% | 0.37% | 0.70% | Q4 2018 | Q2 2019 | 3 |
Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Essex Private Wealth Management, LLC | 3 | 3 | 0.23% | 0.25% | 0.28% | Q3 2020 | Q1 2021 | 3 |
Pinkerton Retirement Specialists, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2020 | 3 |
Beacon Pointe Wealth Advisors, LLC | 2 | 1 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q4 2019 | 3 |
Laurel Grove Capital, LLC | 3 | 3 | 0.15% | 0.33% | 0.59% | Q2 2013 | Q4 2013 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.08% | Q2 2020 | Q4 2020 | 3 |
EMORY UNIVERSITY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q4 2011 | 3 |
Terra Nova Asset Management LLC | 2 | 1 | 0.31% | 0.40% | 0.49% | Q4 2018 | Q1 2021 | 3 |
BBR PARTNERS, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q3 2020 | Q1 2021 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Walkner Condon Financial Advisors LLC | 3 | 3 | 0.62% | 0.68% | 0.73% | Q3 2020 | Q1 2021 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.03% | 0.48% | 0.84% | Q3 2020 | Q1 2021 | 3 |
Accredited Investors Inc. | 3 | 3 | 0.27% | 5.95% | 8.83% | Q1 2015 | Q3 2015 | 3 |
JOYN Advisors, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Rain Capital Management, LLC | 3 | 3 | 8.70% | 9.79% | 11.46% | Q2 2020 | Q4 2020 | 3 |
CI INVESTMENTS INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
John W. Brooker & Co., CPAs | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
FIDUCIARY SERVICES CORP/GA | 3 | 3 | 0.10% | 0.42% | 1.05% | Q2 2013 | Q4 2013 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 3 |
CLEAR INVESTMENT RESEARCH, LLC | 3 | 3 | 0.30% | 0.46% | 0.61% | Q3 2020 | Q1 2021 | 3 |
BEAM WEALTH ADVISORS, INC. | 3 | 3 | 0.16% | 0.18% | 0.19% | Q4 2019 | Q2 2020 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q1 2021 | 3 |
Kades & Cheifetz LLC | 3 | 3 | 3.61% | 3.71% | 3.80% | Q4 2022 | Q2 2023 | 3 |
WESPAC Advisors, LLC | 2 | 1 | 0.14% | 0.20% | 0.25% | Q2 2016 | Q4 2020 | 3 |
Strategic Financial Services, Inc, | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q2 2020 | 3 |
Ulysses Management LLC | 3 | 3 | 0.24% | 0.33% | 0.46% | Q3 2020 | Q1 2021 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 0.59% | 0.66% | 0.78% | Q1 2013 | Q3 2013 | 3 |
Compass Ion Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q3 2020 | Q1 2021 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.36% | 0.63% | 0.85% | Q3 2020 | Q1 2021 | 3 |
SIMON QUICK ADVISORS, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2021 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.00% | 0.11% | 0.23% | Q2 2020 | Q1 2021 | 3 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.32% | 0.92% | Q4 2020 | Q1 2022 | 3 |
Baron Financial Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q1 2021 | 3 |
GSB Wealth Management, LLC | 3 | 3 | 0.12% | 1.10% | 1.60% | Q3 2020 | Q1 2021 | 3 |
Cobble Hill Financial Services, INC | 3 | 3 | 0.08% | 0.12% | 0.17% | Q1 2013 | Q3 2013 | 3 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 3 |
SUMMIT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.27% | 0.46% | 0.77% | Q2 2013 | Q4 2013 | 3 |
EASTERN BANK | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2019 | 3 |
BAILARD, INC. | 3 | 3 | 0.01% | 1.26% | 1.97% | Q4 2018 | Q2 2019 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Mraz, Amerine & Associates, Inc. | 3 | 3 | 0.17% | 0.25% | 0.31% | Q3 2020 | Q1 2021 | 3 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2019 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ATWOOD & PALMER INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q4 2013 | 3 |
Allen Investment Management, LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q4 2014 | Q2 2015 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q2 2020 | 3 |
Inlet Private Wealth, LLC | 3 | 3 | 0.12% | 0.20% | 0.26% | Q3 2020 | Q1 2021 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Cordasco Financial Network | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
FFT WEALTH MANAGEMENT LLC | 3 | 3 | 0.08% | 0.11% | 0.16% | Q1 2020 | Q3 2020 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.60% | 0.69% | 0.77% | Q4 2017 | Q2 2018 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 1.51% | 1.56% | 1.60% | Q3 2020 | Q1 2021 | 3 |
CT Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
GeoWealth Management, LLC | 2 | 1 | 0.01% | 0.09% | 0.18% | Q3 2019 | Q1 2021 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Jordan Park Group LLC | 3 | 3 | 0.16% | 17.20% | 26.40% | Q4 2017 | Q2 2018 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.44% | 0.50% | 0.57% | Q2 2020 | Q4 2020 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Temasek Holdings (Private) Ltd | 3 | 3 | 0.37% | 0.42% | 0.44% | Q3 2020 | Q1 2021 | 3 |
GlobalBridge, Inc. | 2 | 1 | 0.11% | 0.14% | 0.20% | Q2 2013 | Q1 2014 | 3 |
S. R. Schill & Associates | 2 | 1 | 0.67% | 1.44% | 2.53% | Q2 2016 | Q1 2019 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Archford Capital Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 3 |
WealthStone, Inc. | 3 | 3 | 0.04% | 0.18% | 0.28% | Q1 2019 | Q3 2019 | 3 |
Black Diamond Financial, LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q3 2020 | Q1 2021 | 3 |
Aft, Forsyth & Sober, LLC | 3 | 3 | 0.07% | 0.88% | 1.76% | Q2 2016 | Q4 2016 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2013 | 3 |
Providence Capital Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.02% | 0.32% | 0.67% | Q1 2013 | Q1 2017 | 3 |
Key FInancial Inc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 3 |
Kestra Advisory Services, LLC | 3 | 3 | 0.16% | 0.19% | 0.22% | Q3 2020 | Q1 2021 | 3 |
WEST BANCORPORATION INC | 3 | 3 | 0.10% | 0.17% | 0.21% | Q1 2020 | Q3 2020 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q2 2018 | 3 |
KELLEHER FINANCIAL ADVISORS | 3 | 3 | 0.17% | 0.21% | 0.24% | Q3 2020 | Q1 2021 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q4 2018 | 3 |
SG3 Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 3 |
Vision Capital Management, Inc. | 3 | 3 | 1.66% | 1.77% | 1.82% | Q3 2020 | Q1 2021 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.18% | 0.56% | 0.96% | Q3 2013 | Q4 2020 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q2 2018 | 3 |
Northside Capital Management, LLC | 3 | 3 | 0.38% | 0.42% | 0.45% | Q3 2020 | Q1 2021 | 3 |
Bell Rock Capital LLC | 1 | 1 | 0.03% | 0.22% | 0.41% | Q4 2019 | Q1 2022 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
McCarthy Asset Management, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q1 2021 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 2 | 1.84% | 2.38% | 2.91% | Q4 2020 | Q1 2021 | 2 |
PATRON PARTNERS, LLC | 2 | 2 | 0.34% | 0.38% | 0.43% | Q4 2020 | Q1 2021 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q1 2021 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Linscomb & Williams, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 2 |
Accel Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q2 2020 | 2 |
SATOVSKY ASSET MANAGEMENT LLC | 2 | 2 | 1.17% | 1.34% | 1.50% | Q4 2020 | Q1 2021 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q1 2021 | 2 |
RFG Advisory, LLC | 1 | 1 | 0.03% | 0.28% | 0.52% | Q2 2015 | Q1 2021 | 2 |
Towerpoint Wealth, LLC | 2 | 2 | 0.18% | 0.40% | 0.61% | Q4 2020 | Q1 2021 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Keystone Financial Group | 2 | 2 | 0.50% | 0.60% | 0.70% | Q4 2020 | Q1 2021 | 2 |
Grand Central Investment Group | 2 | 2 | 1.62% | 1.65% | 1.69% | Q4 2020 | Q1 2021 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Bickling Financial Services, Inc. | 2 | 2 | 0.89% | 1.25% | 1.61% | Q4 2020 | Q1 2021 | 2 |
Prince Street Capital Management LLC | 2 | 2 | 4.69% | 6.10% | 7.51% | Q1 2020 | Q2 2020 | 2 |
Ratan Capital Management LP | 2 | 2 | 2.21% | 2.49% | 2.77% | Q3 2020 | Q4 2020 | 2 |
Jolley Asset Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q3 2016 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Crumly & Associates Inc. | 2 | 2 | 0.32% | 0.34% | 0.36% | Q4 2019 | Q1 2020 | 2 |
SevenBridge Financial Group, LLC | 2 | 2 | 0.03% | 0.27% | 0.51% | Q1 2016 | Q2 2016 | 2 |
BARING ASSET MANAGEMENT Ltd | 1 | 1 | 0.21% | 0.49% | 0.77% | Q1 2016 | Q1 2017 | 2 |
Twin Lakes Capital Management, LLC | 2 | 2 | 0.37% | 0.42% | 0.48% | Q4 2020 | Q1 2021 | 2 |
STATE STREET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
BRR OpCo, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
ACG Wealth | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.01% | 0.08% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Cornell Pochily Investment Advisors, Inc. | 2 | 2 | 0.12% | 0.14% | 0.17% | Q4 2020 | Q1 2021 | 2 |
Birchcreek Wealth Management, LLC | 2 | 2 | 0.94% | 1.06% | 1.17% | Q4 2020 | Q1 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Smith Affiliated Capital Corp. | 2 | 2 | 0.04% | 0.07% | 0.10% | Q3 2015 | Q4 2015 | 2 |
Venture Visionary Partners LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.23% | 0.24% | 0.24% | Q4 2020 | Q1 2021 | 2 |
Members Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 2 |
TCW GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
America First Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2021 | 2 |
Shepherd Financial Partners LLC | 2 | 2 | 2.14% | 2.41% | 2.67% | Q4 2020 | Q1 2021 | 2 |
Gladius Capital Management LP | 2 | 2 | 1.40% | 1.73% | 2.05% | Q4 2020 | Q1 2021 | 2 |
Aurora Private Wealth, Inc. | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q1 2020 | 2 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 2 |
Colony Family Offices, LLC | 2 | 2 | 0.15% | 0.19% | 0.23% | Q4 2020 | Q1 2021 | 2 |
Greenhouse Wealth Management, LLC | 2 | 2 | 2.06% | 2.17% | 2.28% | Q4 2020 | Q1 2021 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 2.52% | 3.22% | 3.93% | Q2 2020 | Q3 2020 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Mountain Lake Investment Management LLC | 2 | 2 | 2.24% | 2.24% | 2.24% | Q2 2013 | Q3 2013 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 2.18% | 2.28% | 2.39% | Q4 2020 | Q1 2021 | 2 |
Horan Capital Advisors, LLC. | 2 | 2 | 0.24% | 0.26% | 0.28% | Q4 2020 | Q1 2021 | 2 |
Regal Wealth Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
ENCOMPASS WEALTH ADVISORS, LLC | 2 | 2 | 0.12% | 0.20% | 0.29% | Q4 2020 | Q1 2021 | 2 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Wescott Financial Advisory Group, LLC | 2 | 2 | 0.29% | 0.32% | 0.34% | Q4 2020 | Q1 2021 | 2 |
Ameraudi Asset Management, Inc. | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2020 | Q4 2020 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Mayflower Financial Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
FundX Investment Group, LLC | 2 | 2 | 0.46% | 0.48% | 0.50% | Q3 2020 | Q4 2020 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q2 2018 | 2 |
Tacita Capital Inc | 2 | 2 | 0.15% | 0.25% | 0.35% | Q4 2020 | Q1 2021 | 2 |
SWS Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
DAVIDSON & GARRARD INC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2013 | Q3 2013 | 2 |
FACTORY MUTUAL INSURANCE CO | 2 | 2 | 0.20% | 0.22% | 0.24% | Q4 2020 | Q1 2021 | 2 |
SageGuard Financial Group, LLC | 2 | 2 | 0.54% | 0.56% | 0.58% | Q4 2020 | Q1 2021 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.09% | 0.14% | 0.18% | Q2 2018 | Q3 2018 | 2 |
Cypress Capital Group | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Mitsubishi UFJ Trust & Banking Corp | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q3 2017 | 2 |
Marino Management, LLC | 2 | 2 | 1.26% | 1.30% | 1.33% | Q4 2020 | Q1 2021 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Bard Financial Services, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Mosaic Advisors LLC | 2 | 2 | 3.66% | 3.83% | 3.99% | Q4 2020 | Q1 2021 | 2 |
First National Bank of South Miami | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
E&G Advisors, LP | 2 | 2 | 0.19% | 0.35% | 0.52% | Q3 2019 | Q4 2019 | 2 |
M. Kulyk & Associates, LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q1 2021 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
DT Investment Partners, LLC | 2 | 2 | 2.37% | 2.52% | 2.68% | Q2 2013 | Q3 2013 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q4 2020 | Q1 2021 | 2 |
New Vernon Capital Holdings II LLC | 2 | 2 | 0.25% | 0.28% | 0.31% | Q3 2020 | Q4 2020 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BENNICAS & ASSOCIATES, INC. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
R.P. Boggs & Co. | 2 | 2 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q1 2021 | 2 |
PRIO WEALTH LIMITED PARTNERSHIP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
JGP Wealth Management, LLC | 2 | 2 | 0.07% | 0.12% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 2.07% | 4.13% | Q4 2018 | Q3 2020 | 2 |
Cardinal Point Wealth Management LLC | 2 | 2 | 4.83% | 4.96% | 5.10% | Q4 2020 | Q1 2021 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Elephas Investment Management Ltd | 2 | 2 | 1.87% | 3.12% | 4.36% | Q4 2018 | Q1 2019 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q4 2020 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q1 2022 | 2 |
HERITAGE INVESTORS MANAGEMENT CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
CMT Asset Management Ltd | 2 | 2 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q4 2013 | 2 |
Veritas Investment Management (UK) Ltd | 1 | 1 | 0.15% | 0.17% | 0.20% | Q1 2013 | Q3 2013 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.15% | 0.18% | 0.20% | Q3 2020 | Q4 2020 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 2 |
BOSTON FAMILY OFFICE LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
TPB WEALTH ADVISORS | 2 | 2 | 1.38% | 1.48% | 1.58% | Q4 2020 | Q1 2021 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 2.24% | 2.41% | 2.59% | Q4 2020 | Q1 2021 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.41% | 0.41% | 0.41% | Q3 2020 | Q4 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 1.15% | 1.19% | 1.23% | Q4 2019 | Q1 2020 | 2 |
Cadent Capital Advisors, LLC | 2 | 2 | 0.75% | 0.85% | 0.94% | Q4 2020 | Q1 2021 | 2 |
LILLEY & CO | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q4 2016 | 2 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.03% | 0.19% | 0.35% | Q1 2016 | Q1 2021 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Matterhorn Capital Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q2 2016 | 2 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 2 |
OAK FAMILY ADVISORS, LLC | 2 | 2 | 0.32% | 0.49% | 0.66% | Q4 2020 | Q1 2021 | 2 |
CoreFirst Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
COWA, LLC | 2 | 2 | 2.48% | 3.24% | 4.00% | Q4 2020 | Q1 2021 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Hefty Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Accretive Wealth Partners, LLC | 2 | 2 | 3.22% | 4.19% | 5.15% | Q4 2020 | Q1 2021 | 2 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 2 |
Willow Street Advisors LLC | 2 | 2 | 0.96% | 0.99% | 1.02% | Q3 2013 | Q4 2013 | 2 |
XR Securities LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Source Financial Advisors LLC | 2 | 2 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q1 2021 | 2 |
TruWealth Advisors, LLC | 2 | 2 | 0.03% | 0.11% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Fulcrum Capital LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q1 2018 | 2 |
Fusion Investment Group, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2013 | Q1 2014 | 2 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2021 | 2 |
CGN Advisors LLC | 2 | 2 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q1 2021 | 2 |
SouthState Corp | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q4 2018 | 2 |
Wealth Management Partners, LLC | 2 | 2 | 4.11% | 4.20% | 4.28% | Q4 2020 | Q1 2021 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.34% | 0.38% | 0.42% | Q2 2020 | Q3 2020 | 2 |
KANAWHA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Sabal Trust CO | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.22% | 0.25% | 0.27% | Q4 2020 | Q1 2021 | 2 |
Clarity Financial LLC | 2 | 2 | 0.11% | 1.48% | 2.84% | Q4 2020 | Q1 2021 | 2 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 2 | 1.76% | 3.89% | 6.03% | Q2 2020 | Q3 2020 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Newport Capital Group, LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Novak Financial Planning, LLC | 2 | 2 | 1.91% | 1.96% | 2.01% | Q4 2020 | Q1 2021 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 2.26% | 2.41% | 2.57% | Q4 2020 | Q1 2021 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.66% | 1.30% | Q4 2020 | Q1 2022 | 2 |
First Pacific Financial | 2 | 2 | 0.75% | 0.78% | 0.81% | Q4 2020 | Q1 2021 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 3.83% | 4.04% | 4.26% | Q4 2020 | Q1 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 1.05% | 1.06% | 1.07% | Q4 2020 | Q1 2021 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.22% | 0.23% | 0.25% | Q4 2020 | Q1 2021 | 2 |
THOMASPARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
NorthCrest Asset Manangement, LLC | 2 | 2 | 0.77% | 0.79% | 0.81% | Q2 2022 | Q3 2022 | 2 |
Arlington Partners LLC | 2 | 2 | 0.37% | 0.45% | 0.52% | Q4 2020 | Q1 2021 | 2 |
WealthOne, LLC | 1 | 1 | 0.37% | 0.42% | 0.47% | Q4 2018 | Q2 2019 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Annex Advisory Services, LLC | 2 | 2 | 0.29% | 0.35% | 0.41% | Q2 2013 | Q3 2013 | 2 |
6 Meridian | 2 | 2 | 0.39% | 0.44% | 0.48% | Q4 2017 | Q1 2018 | 2 |
Rainier Group Investment Advisory LLC | 2 | 2 | 9.19% | 9.20% | 9.20% | Q4 2016 | Q1 2017 | 2 |
Global Endowment Management, LP | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q2 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.25% | 0.26% | 0.28% | Q4 2020 | Q1 2021 | 2 |
TMD Wealth Management, LLC | 2 | 2 | 4.08% | 4.28% | 4.48% | Q4 2020 | Q1 2021 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Empirical Finance, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Private Vista, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q2 2020 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2014 | Q3 2014 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.09% | 0.17% | Q3 2020 | Q1 2021 | 2 |
FINANCIAL MANAGEMENT NETWORK INC | 2 | 2 | 1.46% | 1.53% | 1.61% | Q4 2020 | Q1 2021 | 2 |
Main Street Financial Solutions, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Smith, Salley & Associates | 2 | 2 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q1 2021 | 2 |
COMMONWEALTH BANK OF AUSTRALIA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Pegasus Partners Ltd. | 2 | 2 | 2.88% | 3.21% | 3.53% | Q2 2015 | Q3 2015 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Galvin, Gaustad & Stein, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Clarkston Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CoreCommodity Management, LLC | 2 | 2 | 1.30% | 1.87% | 2.44% | Q3 2013 | Q4 2013 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q3 2013 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2014 | Q2 2014 | 2 |
Alaska Permanent Fund Corp | 2 | 2 | 3.28% | 3.46% | 3.65% | Q4 2020 | Q1 2021 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.42% | 0.49% | 0.56% | Q4 2020 | Q1 2021 | 2 |
Truepoint, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q1 2016 | 2 |
ASPIRIANT HOLDINGS S3, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2013 | Q4 2013 | 2 |
MISSOURI VALLEY PARTNERS, INC. | 2 | 2 | 1.16% | 1.20% | 1.22% | Q2 2013 | Q3 2013 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 1.52% | 1.63% | 1.74% | Q1 2020 | Q2 2020 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
PORTOLA GROUP INC /CA | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
SUSQUEHANNA TRUST & INVESTMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2016 | Q4 2016 | 1 |
Sierra Capital LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2021 | Q1 2021 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Ifrah Financial Services, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2018 | Q1 2018 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
COMPTON CAPITAL MANAGEMENT INC /RI | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Gabalex Capital Management LLC | 1 | 1 | 3.45% | 3.45% | 3.45% | Q1 2018 | Q1 2018 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Montis Financial, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
Daniels&Tansey,LLP | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2020 | Q3 2020 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2019 | Q3 2019 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Rinet Co LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Cadence Bank | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Parasol Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ascension Capital Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2019 | Q3 2019 | 1 |
Brown Miller Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
KGH Ltd | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2019 | Q3 2019 | 1 |
Harrington Investments, INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
WealthCare Investment Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2017 | Q4 2017 | 1 |
Tikvah Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2021 | Q1 2021 | 1 |
Abacus Wealth Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
E Fund Management Co., Ltd. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2021 | Q1 2021 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2013 | Q4 2013 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
State of New Jersey Common Pension Fund E | 1 | 1 | 20.45% | 20.45% | 20.45% | Q1 2014 | Q1 2014 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Keel Point, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2020 | Q3 2020 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Clearshares LLC | 1 | 1 | 6.65% | 6.65% | 6.65% | Q2 2020 | Q2 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MBL Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2021 | Q1 2021 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 4.82% | 4.82% | 4.82% | Q4 2019 | Q4 2019 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 4.98% | 4.98% | 4.98% | Q4 2020 | Q4 2020 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Portfolio Strategies Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Coronation Fund Managers Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2021 | Q2 2021 | 1 |
Rikoon Group, LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2016 | Q3 2016 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Winchester Group Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2013 | Q3 2013 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Independence Trust CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2016 | Q1 2016 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2016 | Q3 2016 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2022 | Q1 2022 | 1 |
HATTON CONSULTING, INC. | 1 | 1 | 3.61% | 3.61% | 3.61% | Q1 2021 | Q1 2021 | 1 |
SMITH CHAS P & ASSOCIATES PA CPAS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Systelligence, LLC | 1 | 1 | 6.85% | 6.85% | 6.85% | Q1 2021 | Q1 2021 | 1 |
Samson Capital Advisors LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q1 2015 | Q1 2015 | 1 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AI Financial Services LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2017 | Q4 2017 | 1 |
Old Port Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Sensible Financial Planning & Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Fore Capital, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2019 | Q4 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2018 | Q4 2018 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
SevenOneSeven Capital Management | 1 | 1 | 3.42% | 3.42% | 3.42% | Q1 2021 | Q1 2021 | 1 |
MBA Advisors LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2021 | Q1 2021 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Strategic Capital Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
McAdam, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Friedenthal Financial | 1 | 1 | 3.11% | 3.11% | 3.11% | Q1 2019 | Q1 2019 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DDD Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2015 | Q1 2015 | 1 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 5.08% | 5.08% | 5.08% | Q1 2021 | Q1 2021 | 1 |
Apella Capital, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2021 | Q2 2021 | 1 |
LVZ, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q2 2020 | Q2 2020 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
CAPE ANN SAVINGS BANK | 1 | 1 | 3.20% | 3.20% | 3.20% | Q4 2020 | Q4 2020 | 1 |
COWEN INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2013 | Q1 2013 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Jackson Financial Management | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2019 | Q4 2019 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 6.78% | 6.78% | 6.78% | Q4 2012 | Q4 2012 | 1 |
VANCE WEALTH, INC. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 2.26% | 2.26% | 2.26% | Q1 2021 | Q1 2021 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2019 | Q4 2019 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Avondale Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q1 2021 | Q1 2021 | 1 |
Centre Asset Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2014 | Q1 2014 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Piscataqua Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2017 | Q1 2017 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2021 | Q1 2021 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Bradley & Co. Private Wealth Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2021 | Q1 2021 | 1 |
Glenview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2010 | Q4 2010 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2021 | Q1 2021 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Brickley Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
MILLIE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2016 | Q3 2016 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
LAKE STREET FINANCIAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
CAPITAL INSIGHT PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Prostatis Group LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2019 | Q4 2019 | 1 |
One Day In July LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Savant Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Spire Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 11.02% | 11.02% | 11.02% | Q4 2020 | Q4 2020 | 1 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Perpetual Ltd | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2020 | Q3 2020 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Betterment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Elgethun Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
China Universal Asset Management Co., Ltd. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2021 | Q4 2021 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Global X Management CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2021 | Q2 2021 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Osbon Capital Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2019 | Q2 2019 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Fermata Advisors, LLC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q1 2021 | Q1 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Allegheny Financial Group LTD | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Carlson Capital Management | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Alta Wealth Advisors LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2020 | Q4 2020 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 2.71% | 2.71% | 2.71% | Q4 2012 | Q4 2012 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Surevest, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Jump Financial, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2021 | Q1 2021 | 1 |
Birch Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES GOLD TRUST or have owned ISHARES GOLD TRUST in the past.