Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 49 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 34 | 7 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
CITIGROUP INC | 26 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.02% | 0.14% | 0.96% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 40 | 40 | 0.02% | 0.10% | 0.32% | Q4 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 34 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Private Advisor Group, LLC | 38 | 1 | 0.01% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 39 |
Cambridge Investment Research Advisors, Inc. | 38 | 38 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 38 |
BANK OF MONTREAL /CAN/ | 20 | 2 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2023 | 37 |
ALLIANCEBERNSTEIN L.P. | 37 | 37 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 37 |
SEI INVESTMENTS CO | 36 | 36 | 0.19% | 0.44% | 0.59% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Mariner, LLC | 36 | 36 | 0.03% | 0.81% | 2.46% | Q4 2014 | Q3 2023 | 36 |
BLAIR WILLIAM & CO/IL | 36 | 36 | 0.00% | 0.03% | 0.20% | Q4 2014 | Q3 2023 | 36 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36 | 36 | 0.03% | 0.71% | 3.10% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.01% | 0.12% | 0.42% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 23 | 3 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 36 |
GLENMEDE TRUST CO NA | 21 | 14 | 0.00% | 0.01% | 0.12% | Q4 2014 | Q3 2023 | 35 |
Janney Montgomery Scott LLC | 30 | 5 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q3 2023 | 35 |
Cetera Advisor Networks LLC | 35 | 35 | 0.02% | 0.24% | 0.68% | Q1 2015 | Q3 2023 | 35 |
PRUDENTIAL PLC | 35 | 35 | 0.02% | 0.41% | 1.30% | Q1 2015 | Q3 2023 | 35 |
BESSEMER GROUP INC | 35 | 35 | 0.02% | 0.14% | 0.43% | Q1 2015 | Q3 2023 | 35 |
Brinker Capital Investments, LLC | 28 | 7 | 0.01% | 0.50% | 2.34% | Q2 2013 | Q2 2022 | 35 |
VICUS CAPITAL | 35 | 35 | 0.03% | 0.18% | 0.58% | Q1 2015 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34 | 34 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
CKW FINANCIAL GROUP | 33 | 33 | 0.11% | 0.65% | 3.79% | Q3 2015 | Q3 2023 | 33 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
ASPIRIANT, LLC | 33 | 33 | 3.39% | 13.09% | 21.06% | Q3 2015 | Q3 2023 | 33 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 27 | 2 | 0.02% | 0.37% | 1.09% | Q4 2014 | Q3 2023 | 32 |
Sigma Planning Corp | 32 | 32 | 0.05% | 0.17% | 0.50% | Q4 2015 | Q3 2023 | 32 |
Bank of New York Mellon Corp | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Arcus Capital Partners, LLC | 32 | 32 | 0.39% | 3.82% | 6.69% | Q4 2015 | Q3 2023 | 32 |
PNC FINANCIAL SERVICES GROUP, INC. | 30 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 32 |
US BANCORP \DE\ | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.04% | 0.13% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.09% | 0.30% | Q1 2016 | Q3 2023 | 31 |
FAS Wealth Partners, Inc. | 24 | 7 | 0.06% | 9.13% | 28.40% | Q2 2014 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.03% | 0.14% | Q4 2015 | Q3 2023 | 31 |
Advisory Services Network, LLC | 27 | 4 | 0.01% | 0.12% | 0.32% | Q4 2015 | Q3 2023 | 31 |
STIFEL FINANCIAL CORP | 20 | 11 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Snowden Capital Advisors LLC | 22 | 8 | 0.02% | 0.05% | 0.16% | Q1 2016 | Q3 2023 | 30 |
High Falls Advisors, Inc | 29 | 1 | 0.06% | 2.77% | 7.90% | Q1 2016 | Q3 2023 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 30 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 30 |
Capital Analysts, LLC | 30 | 30 | 0.00% | 0.07% | 0.15% | Q2 2016 | Q3 2023 | 30 |
First Heartland Consultants, Inc. | 29 | 29 | 0.02% | 0.21% | 0.76% | Q3 2016 | Q3 2023 | 29 |
Creative Planning | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 13 | 0.00% | 0.08% | 0.26% | Q4 2014 | Q3 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.02% | 0.03% | 0.08% | Q1 2016 | Q4 2022 | 28 |
Atria Investments, Inc | 13 | 3 | 0.03% | 0.09% | 0.29% | Q2 2014 | Q3 2022 | 28 |
SCOTIA CAPITAL INC. | 21 | 1 | 0.00% | 0.05% | 0.09% | Q2 2015 | Q1 2023 | 28 |
COMERICA BANK | 27 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.08% | 0.35% | Q2 2013 | Q4 2019 | 27 |
CIBC WORLD MARKET INC. | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 27 |
QS Investors, LLC | 27 | 27 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q2 2021 | 27 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.05% | 0.28% | Q1 2014 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.04% | 0.26% | 0.54% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.15% | Q2 2017 | Q3 2023 | 26 |
Millburn Ridgefield Corp | 26 | 26 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q1 2023 | 26 |
Van Hulzen Asset Management, LLC | 25 | 25 | 0.03% | 0.12% | 0.28% | Q3 2017 | Q3 2023 | 25 |
AE Wealth Management LLC | 18 | 7 | 0.01% | 0.05% | 0.27% | Q1 2017 | Q3 2023 | 25 |
LANDAAS & CO /WI /ADV | 25 | 25 | 0.13% | 0.42% | 0.69% | Q3 2017 | Q3 2023 | 25 |
OLD MISSION CAPITAL LLC | 11 | 1 | 0.01% | 0.13% | 0.62% | Q1 2015 | Q3 2023 | 25 |
AXA S.A. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 24 |
STEPHENS INC /AR/ | 22 | 2 | 0.04% | 0.17% | 0.23% | Q3 2013 | Q3 2023 | 24 |
Mascoma Wealth Management LLC | 12 | 12 | 0.02% | 0.08% | 0.18% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.59% | 1.19% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.06% | 0.48% | 1.25% | Q4 2017 | Q3 2023 | 24 |
1832 Asset Management L.P. | 16 | 1 | 0.00% | 0.06% | 0.26% | Q1 2017 | Q3 2023 | 24 |
PDS Planning, Inc | 24 | 24 | 0.05% | 0.35% | 0.92% | Q4 2017 | Q3 2023 | 24 |
LVW Advisors, LLC | 23 | 23 | 0.06% | 0.94% | 2.22% | Q1 2018 | Q3 2023 | 23 |
Kingsview Wealth Management, LLC | 17 | 6 | 0.06% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 23 |
Ackerman Capital Advisors, LLC | 20 | 1 | 0.07% | 3.60% | 6.50% | Q2 2017 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 23 |
B. Riley Wealth Advisors, Inc. | 21 | 1 | 0.00% | 0.06% | 0.11% | Q2 2014 | Q1 2022 | 23 |
Keystone Financial Group | 20 | 2 | 0.06% | 1.30% | 6.72% | Q1 2018 | Q3 2023 | 22 |
Parisi Gray Wealth Management | 19 | 1 | 0.10% | 0.14% | 0.17% | Q4 2017 | Q3 2023 | 22 |
Regal Wealth Group, Inc. | 22 | 22 | 0.01% | 0.27% | 2.16% | Q4 2015 | Q1 2021 | 22 |
Simplicity Solutions, LLC | 10 | 2 | 0.01% | 0.08% | 0.38% | Q1 2017 | Q2 2023 | 22 |
STRINGER ASSET MANAGEMENT, LLC | 12 | 4 | 0.82% | 5.53% | 10.88% | Q2 2014 | Q3 2022 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
WP Advisors, LLC | 21 | 21 | 0.11% | 0.16% | 0.27% | Q3 2018 | Q3 2023 | 21 |
Lester Murray Antman dba SimplyRich | 8 | 5 | 0.33% | 0.60% | 1.17% | Q4 2017 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.08% | 1.57% | Q3 2018 | Q3 2023 | 21 |
Financial Advocates Investment Management | 21 | 21 | 0.02% | 0.07% | 0.25% | Q4 2017 | Q4 2022 | 21 |
Baird Financial Group, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
V Wealth Advisors LLC | 11 | 1 | 0.05% | 0.08% | 0.13% | Q2 2017 | Q2 2023 | 20 |
StrategIQ Financial Group, LLC | 20 | 20 | 0.11% | 0.21% | 0.29% | Q4 2018 | Q3 2023 | 20 |
BROWN ADVISORY INC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Financial Architects, Inc | 16 | 4 | 0.02% | 0.05% | 0.14% | Q3 2016 | Q2 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.41% | 0.58% | 0.80% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.29% | 1.49% | 3.38% | Q4 2017 | Q4 2022 | 20 |
Belpointe Asset Management LLC | 16 | 2 | 0.04% | 0.07% | 0.14% | Q3 2017 | Q1 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.04% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Mutual Advisors, LLC | 11 | 9 | 0.01% | 0.11% | 0.48% | Q4 2017 | Q3 2023 | 20 |
WINTRUST INVESTMENTS LLC | 11 | 9 | 0.08% | 1.52% | 4.19% | Q3 2018 | Q3 2023 | 20 |
Brookstone Capital Management | 19 | 1 | 0.00% | 0.04% | 0.16% | Q3 2015 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.26% | 0.40% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 14 | 3 | 0.01% | 0.09% | 0.21% | Q4 2016 | Q3 2023 | 20 |
Well Done, LLC | 20 | 20 | 0.03% | 1.84% | 2.12% | Q4 2018 | Q3 2023 | 20 |
Mandatum Life Insurance Co Ltd | 16 | 3 | 0.08% | 0.25% | 0.76% | Q4 2015 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
BOKF, NA | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 19 |
CREDIT SUISSE AG/ | 11 | 1 | 0.00% | 0.03% | 0.59% | Q3 2015 | Q3 2023 | 19 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 19 | 0.04% | 0.16% | 0.26% | Q4 2016 | Q2 2021 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.02% | 0.12% | 0.34% | Q4 2018 | Q3 2023 | 19 |
SEARCY FINANCIAL SERVICES INC /ADV | 19 | 19 | 5.88% | 10.27% | 14.08% | Q1 2019 | Q3 2023 | 19 |
Lee Financial Co | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 19 |
NORTHERN TRUST CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
THOMPSON SIEGEL & WALMSLEY LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CALTON & ASSOCIATES, INC. | 18 | 1 | 0.06% | 0.27% | 0.58% | Q4 2017 | Q4 2022 | 19 |
FLAGSHIP HARBOR ADVISORS, LLC | 18 | 18 | 0.10% | 0.52% | 1.08% | Q4 2016 | Q1 2021 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
Cutler Group LLC / CA | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2017 | 18 |
JMG Financial Group, Ltd. | 18 | 18 | 0.02% | 0.06% | 0.15% | Q3 2016 | Q4 2020 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.12% | 0.19% | 0.32% | Q2 2019 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.02% | 0.08% | 0.51% | Q1 2019 | Q2 2023 | 18 |
IRON Financial LLC | 18 | 18 | 0.00% | 5.09% | 8.41% | Q2 2019 | Q3 2023 | 18 |
HUNTINGTON NATIONAL BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Clearstead Advisors, LLC | 13 | 5 | 0.02% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2021 | 18 |
PFG Advisors | 13 | 5 | 0.09% | 0.37% | 0.69% | Q4 2018 | Q3 2023 | 18 |
Dynamic Advisor Solutions LLC | 18 | 18 | 0.05% | 0.17% | 0.46% | Q2 2019 | Q3 2023 | 18 |
Summit Financial Wealth Advisors, LLC | 18 | 18 | 0.09% | 1.51% | 3.49% | Q2 2019 | Q3 2023 | 18 |
Ausdal Financial Partners, Inc. | 18 | 18 | 0.19% | 0.35% | 0.65% | Q2 2019 | Q3 2023 | 18 |
Prospera Financial Services Inc | 14 | 1 | 0.00% | 0.08% | 0.24% | Q4 2016 | Q2 2022 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2019 | 17 |
WRAPMANAGER INC | 17 | 17 | 0.74% | 2.53% | 2.90% | Q3 2019 | Q3 2023 | 17 |
Barber Financial Group, Inc. | 17 | 17 | 0.21% | 1.62% | 2.53% | Q4 2016 | Q4 2020 | 17 |
Foresight Wealth Management, LLC | 17 | 17 | 0.02% | 0.87% | 3.38% | Q4 2018 | Q4 2022 | 17 |
RIVERSEDGE ADVISORS, LLC | 17 | 17 | 0.08% | 0.67% | 0.83% | Q2 2019 | Q2 2023 | 17 |
Rain Capital Management, LLC | 17 | 17 | 0.08% | 1.39% | 6.20% | Q3 2019 | Q3 2023 | 17 |
PRUDENTIAL FINANCIAL INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
NOTTINGHAM ADVISORS, INC. | 13 | 4 | 0.02% | 0.07% | 0.22% | Q1 2019 | Q3 2023 | 17 |
Perigon Wealth Management, LLC | 15 | 1 | 0.11% | 0.42% | 0.92% | Q3 2011 | Q3 2023 | 16 |
Cetera Investment Advisers | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.03% | 0.08% | 0.34% | Q4 2019 | Q3 2023 | 16 |
PICTET ASSET MANAGEMENT LTD | 16 | 16 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2019 | 16 |
BNP PARIBAS FINANCIAL MARKETS | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 1.06% | 1.43% | 2.38% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.11% | 0.15% | 0.19% | Q4 2019 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.07% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 1.67% | 2.93% | 6.22% | Q4 2019 | Q3 2023 | 16 |
DEUTSCHE BANK AG\ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Legacy Financial Advisors, Inc. | 9 | 7 | 0.05% | 0.17% | 0.87% | Q4 2017 | Q1 2022 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.04% | 0.14% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Csenge Advisory Group | 16 | 16 | 0.02% | 0.45% | 1.10% | Q4 2019 | Q3 2023 | 16 |
SHINE INVESTMENT ADVISORY SERVICES INC | 16 | 16 | 0.77% | 2.48% | 3.93% | Q4 2016 | Q3 2020 | 16 |
Capital Advisory Group Advisory Services, LLC | 15 | 1 | 0.00% | 0.06% | 0.11% | Q1 2018 | Q1 2022 | 16 |
Professional Financial Advisors, LLC | 16 | 16 | 0.76% | 2.43% | 8.06% | Q4 2019 | Q3 2023 | 16 |
Symmetry Partners, LLC | 15 | 1 | 1.76% | 3.65% | 9.43% | Q1 2019 | Q4 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.10% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 16 |
DT Investment Partners, LLC | 16 | 16 | 0.62% | 0.98% | 1.35% | Q1 2015 | Q4 2018 | 16 |
Eudaimonia Partners, LLC | 8 | 7 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 15 |
Financial Advisors, LLC | 15 | 15 | 0.28% | 0.38% | 0.51% | Q1 2020 | Q3 2023 | 15 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.58% | 1.70% | Q1 2015 | Q3 2023 | 15 |
SIGNATUREFD, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.14% | 0.30% | Q2 2016 | Q4 2019 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.04% | 0.14% | 0.70% | Q2 2013 | Q4 2016 | 15 |
FIRST MIDWEST BANK TRUST DIVISION | 13 | 2 | 0.08% | 0.85% | 1.39% | Q3 2016 | Q4 2021 | 15 |
BOK Financial Private Wealth, Inc. | 15 | 15 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.10% | 0.26% | Q1 2020 | Q3 2023 | 15 |
LAZARD ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OneDigital Investment Advisors LLC | 15 | 15 | 0.02% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 15 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 14 | 14 | 0.16% | 2.13% | 4.93% | Q4 2019 | Q1 2023 | 14 |
Qube Research & Technologies Ltd | 9 | 2 | 0.00% | 0.05% | 0.27% | Q4 2019 | Q3 2023 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
AlphaMark Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Crabel Capital Management, LLC | 7 | 2 | 0.08% | 0.60% | 2.43% | Q1 2018 | Q2 2023 | 14 |
SYM FINANCIAL Corp | 13 | 1 | 0.20% | 0.40% | 0.80% | Q4 2018 | Q3 2023 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2020 | 14 |
ARQ WEALTH ADVISORS, LLC | 14 | 14 | 0.31% | 3.38% | 4.32% | Q1 2020 | Q2 2023 | 14 |
Smart Money Group LLC | 13 | 1 | 0.12% | 1.02% | 1.93% | Q4 2017 | Q2 2021 | 14 |
Thomasville National Bank | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
PLANNING DIRECTIONS INC | 14 | 14 | 1.04% | 1.31% | 1.61% | Q2 2020 | Q3 2023 | 14 |
Lenox Wealth Advisors, LLC | 14 | 14 | 11.26% | 12.42% | 13.18% | Q4 2018 | Q1 2022 | 14 |
RDA Financial Network | 14 | 14 | 0.11% | 0.37% | 0.67% | Q1 2019 | Q2 2022 | 14 |
Integrated Wealth Concepts LLC | 12 | 2 | 0.01% | 0.21% | 0.75% | Q4 2017 | Q1 2023 | 14 |
USAdvisors Wealth Management, LLC | 14 | 14 | 0.18% | 2.05% | 6.09% | Q4 2019 | Q1 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Cypress Wealth Services, LLC | 13 | 13 | 0.06% | 0.11% | 0.14% | Q4 2017 | Q4 2020 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 13 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.07% | 0.40% | Q2 2016 | Q2 2023 | 13 |
B. Riley Wealth Management, Inc. | 7 | 6 | 0.01% | 0.12% | 0.26% | Q1 2014 | Q2 2020 | 13 |
Laidlaw Wealth Management LLC | 13 | 13 | 0.22% | 0.48% | 0.68% | Q3 2020 | Q3 2023 | 13 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 1 | 0.04% | 0.11% | 0.18% | Q1 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.14% | 0.22% | 0.31% | Q3 2020 | Q3 2023 | 13 |
MD Financial Management Inc. | 11 | 2 | 1.23% | 2.81% | 4.37% | Q4 2017 | Q4 2021 | 13 |
HSBC HOLDINGS PLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Crewe Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2020 | 13 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 7 | 6 | 0.16% | 0.40% | 0.49% | Q2 2016 | Q4 2020 | 13 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 13 | 13 | 0.12% | 0.18% | 0.23% | Q2 2019 | Q2 2022 | 13 |
Graypoint LLC | 11 | 2 | 0.02% | 0.14% | 0.39% | Q1 2020 | Q3 2023 | 13 |
LIBERTY WEALTH MANAGEMENT LLC | 13 | 13 | 0.00% | 0.54% | 6.88% | Q4 2018 | Q4 2021 | 13 |
Acorn Wealth Advisors, LLC | 7 | 3 | 0.01% | 0.14% | 0.20% | Q4 2017 | Q4 2021 | 13 |
Pensionmark Financial Group, LLC | 13 | 13 | 0.04% | 0.33% | 0.89% | Q2 2019 | Q2 2022 | 13 |
B. Riley Financial, Inc. | 12 | 12 | 0.31% | 0.67% | 1.27% | Q4 2015 | Q3 2018 | 12 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 9 | 1 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q1 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 0.27% | 0.28% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Legacy Capital Wealth Partners, LLC | 12 | 12 | 0.36% | 4.00% | 6.14% | Q4 2020 | Q3 2023 | 12 |
Princeton Global Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.24% | 0.80% | 1.84% | Q4 2020 | Q3 2023 | 12 |
PFM Asset Management LLC | 12 | 12 | 0.32% | 2.12% | 4.82% | Q4 2018 | Q3 2021 | 12 |
Tacita Capital Inc | 12 | 12 | 0.14% | 0.41% | 2.70% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.05% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.17% | 0.49% | 1.25% | Q4 2020 | Q3 2023 | 12 |
Tillar-Wenstrup Advisors, LLC | 12 | 12 | 0.30% | 1.86% | 2.38% | Q1 2018 | Q4 2020 | 12 |
Pacifica Partners Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Kovack Advisors, Inc. | 12 | 12 | 0.08% | 0.27% | 0.56% | Q1 2016 | Q4 2018 | 12 |
Intellectus Partners, LLC | 6 | 6 | 0.24% | 0.62% | 0.87% | Q2 2017 | Q2 2020 | 12 |
First Horizon Advisors, Inc. | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 12 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 12 | 12 | 3.25% | 4.79% | 9.93% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.15% | 0.31% | 0.57% | Q4 2020 | Q3 2023 | 12 |
ASSET PLANNING CORPORATION | 12 | 12 | 0.17% | 0.21% | 0.24% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.49% | 0.66% | 0.92% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 1.28% | 1.70% | 2.19% | Q4 2020 | Q3 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.85% | 1.25% | 1.56% | Q4 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.70% | 2.01% | 4.86% | Q4 2020 | Q3 2023 | 12 |
Walkner Condon Financial Advisors LLC | 12 | 12 | 0.09% | 0.26% | 0.76% | Q4 2020 | Q3 2023 | 12 |
SYNOVUS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 12 |
MAGNOLIA CAPITAL ADVISORS LLC | 9 | 1 | 0.21% | 1.63% | 3.79% | Q4 2019 | Q2 2023 | 12 |
Hilltop Holdings Inc. | 8 | 1 | 0.02% | 0.68% | 0.83% | Q1 2015 | Q4 2021 | 12 |
Rathbones Group PLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.05% | 0.20% | 0.72% | Q1 2021 | Q3 2023 | 11 |
ICONIQ Capital, LLC | 9 | 2 | 0.01% | 0.13% | 0.38% | Q1 2015 | Q3 2019 | 11 |
SIMPLEX TRADING, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 11 |
Asset Dedication, LLC | 6 | 5 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 8 | 1 | 2.52% | 2.92% | 3.39% | Q2 2019 | Q2 2023 | 11 |
3D/L Capital Management, LLC | 11 | 11 | 0.08% | 0.14% | 0.23% | Q1 2021 | Q3 2023 | 11 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2022 | 11 |
CUE ADVISORY SERVICES, INC. | 11 | 11 | 0.31% | 0.46% | 0.52% | Q1 2016 | Q3 2018 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.08% | 0.34% | 0.57% | Q1 2019 | Q3 2021 | 11 |
Keel Point, LLC | 11 | 11 | 0.04% | 1.52% | 4.70% | Q3 2017 | Q1 2020 | 11 |
BLACKROCK ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.25% | 0.38% | 0.53% | Q4 2019 | Q2 2022 | 11 |
Dorsey & Whitney Trust CO LLC | 11 | 11 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Carroll Financial Associates, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2016 | 11 |
Wealthcare Advisory Partners LLC | 5 | 2 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
RGT Wealth Advisors, LLC | 11 | 11 | 27.92% | 38.97% | 83.37% | Q1 2020 | Q3 2022 | 11 |
Transamerica Financial Advisors, Inc. | 8 | 1 | 0.00% | 0.09% | 0.46% | Q2 2013 | Q2 2019 | 11 |
ADVISOR PARTNERS LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 10 |
Insight Wealth Strategies, LLC | 6 | 4 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2021 | 10 |
ASSETMARK, INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 10 |
Cornerstone Wealth Management, LLC | 6 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 10 | 10 | 0.02% | 0.19% | 0.45% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.08% | 0.16% | 0.23% | Q1 2021 | Q3 2023 | 10 |
BANQUE PICTET & CIE SA | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2018 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 4 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 10 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.06% | 0.12% | Q2 2016 | Q3 2018 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.04% | 0.13% | 0.22% | Q2 2017 | Q3 2019 | 10 |
DOWLING & YAHNKE LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q3 2022 | 10 |
Soltis Investment Advisors LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Avidian Wealth Solutions, LLC | 8 | 2 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Klingman & Associates, LLC | 6 | 4 | 0.02% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 10 | 0.39% | 0.57% | 0.80% | Q3 2018 | Q4 2020 | 10 |
Summit Financial, LLC | 10 | 10 | 0.18% | 0.36% | 0.49% | Q2 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 6 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 10 |
CFM WEALTH PARTNERS LLC | 6 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q4 2022 | 10 |
Realta Investment Advisors | 6 | 2 | 0.00% | 0.21% | 0.46% | Q1 2019 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Tolleson Wealth Management, Inc. | 10 | 10 | 0.20% | 4.26% | 9.94% | Q4 2018 | Q1 2021 | 10 |
Glovista Investments LLC | 5 | 1 | 0.19% | 3.24% | 9.50% | Q3 2018 | Q3 2023 | 10 |
Kalos Management, Inc. | 8 | 1 | 0.10% | 0.19% | 0.64% | Q4 2019 | Q1 2023 | 10 |
Redhawk Wealth Advisors, Inc. | 10 | 10 | 0.05% | 0.16% | 0.90% | Q4 2019 | Q1 2022 | 10 |
Colonial Trust Advisors | 6 | 4 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
TD Capital Management LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2018 | 10 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SUNTRUST BANKS INC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 9 |
Beta Wealth Group, Inc. | 9 | 9 | 3.86% | 4.42% | 6.34% | Q4 2020 | Q4 2022 | 9 |
West Coast Financial LLC | 9 | 9 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q4 2020 | 9 |
ATLAS CAPITAL ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Sterling Capital Management LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
DEFINED WEALTH MANAGEMENT, LLC | 9 | 9 | 0.96% | 1.40% | 2.04% | Q4 2020 | Q4 2022 | 9 |
BlackRock Investment Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 9 |
Peak Financial Management, Inc. | 8 | 1 | 1.12% | 3.08% | 4.02% | Q4 2015 | Q1 2018 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 2.04% | 2.44% | 3.09% | Q4 2020 | Q4 2022 | 9 |
AGILIS PARTNERS LLC | 9 | 9 | 3.22% | 4.20% | 5.22% | Q3 2021 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MAI Capital Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 9 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 3 | 0.07% | 0.26% | 0.77% | Q4 2019 | Q1 2022 | 9 |
Global Trust Asset Management, LLC | 5 | 4 | 0.00% | 0.09% | 0.40% | Q4 2018 | Q1 2021 | 9 |
EASTERN BANK | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Partnervest Advisory Services LLC | 8 | 8 | 0.22% | 0.34% | 0.52% | Q4 2013 | Q3 2015 | 8 |
Cypress Capital, LLC | 6 | 2 | 0.12% | 0.21% | 0.32% | Q3 2021 | Q3 2023 | 8 |
SG Americas Securities, LLC | 4 | 4 | 0.00% | 0.08% | 0.18% | Q2 2016 | Q3 2018 | 8 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Blackhawk Capital Partners LLC. | 6 | 2 | 0.33% | 0.40% | 0.62% | Q2 2020 | Q4 2022 | 8 |
Moors & Cabot, Inc. | 5 | 3 | 0.03% | 0.05% | 0.13% | Q2 2017 | Q4 2020 | 8 |
JUNCTURE WEALTH STRATEGIES, LLC | 8 | 8 | 0.16% | 0.62% | 1.17% | Q2 2018 | Q1 2020 | 8 |
WFA Asset Management Corp | 8 | 8 | 4.01% | 4.26% | 4.55% | Q4 2021 | Q3 2023 | 8 |
ACT Advisors, LLC. | 8 | 8 | 0.14% | 0.51% | 0.99% | Q4 2020 | Q3 2022 | 8 |
Allianz Asset Management GmbH | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.59% | 0.67% | 0.81% | Q4 2021 | Q3 2023 | 8 |
VIVID FINANCIAL MANAGEMENT, INC. | 8 | 8 | 0.11% | 0.24% | 0.80% | Q1 2020 | Q4 2021 | 8 |
APPLETON PARTNERS INC/MA | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2023 | 8 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 7 | 1 | 0.08% | 0.54% | 2.64% | Q3 2020 | Q3 2022 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.15% | 0.19% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Betterment LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
GUGGENHEIM CAPITAL LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2019 | 8 |
Ballast, Inc. | 8 | 8 | 0.24% | 0.27% | 0.33% | Q4 2017 | Q3 2019 | 8 |
D.A. DAVIDSON & CO. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2020 | 8 |
DRAVO BAY LLC | 8 | 8 | 1.03% | 1.11% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Armbruster Capital Management, Inc. | 8 | 8 | 0.16% | 0.41% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Baker Ellis Asset Management LLC | 8 | 8 | 0.26% | 0.56% | 0.67% | Q2 2014 | Q1 2016 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.08% | 0.24% | Q4 2020 | Q3 2022 | 8 |
Operose Advisors LLC | 8 | 8 | 0.92% | 2.24% | 4.06% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.08% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 2.46% | 2.79% | 3.22% | Q4 2021 | Q3 2023 | 8 |
Fieldpoint Private Securities, LLC | 4 | 1 | 0.00% | 0.26% | 0.78% | Q1 2017 | Q4 2019 | 8 |
KilterHowling LLC | 8 | 8 | 6.67% | 7.39% | 7.95% | Q4 2021 | Q3 2023 | 8 |
Bryant Woods Investment Advisors, LLC | 8 | 8 | 4.58% | 4.94% | 5.40% | Q4 2021 | Q3 2023 | 8 |
Charter Oak Capital Management, LLC | 8 | 8 | 0.03% | 0.11% | 0.15% | Q4 2020 | Q3 2022 | 8 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2019 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 0.33% | 1.61% | 8.89% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Virtue Capital Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Fusion Investment Group, LLC | 7 | 7 | 0.34% | 0.60% | 1.09% | Q4 2013 | Q2 2015 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Gradient Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.05% | 0.09% | 0.18% | Q1 2021 | Q4 2022 | 7 |
Faithward Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 1 | 0.00% | 0.08% | 0.16% | Q2 2018 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Total Wealth Planning, LLC | 6 | 1 | 0.06% | 0.24% | 0.30% | Q2 2020 | Q1 2022 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2018 | 7 |
Berman Capital Advisors, LLC | 3 | 2 | 0.00% | 0.10% | 0.20% | Q4 2017 | Q1 2020 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.16% | 0.19% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Sage Mountain Advisors LLC | 7 | 7 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q1 2021 | 7 |
MUFG Americas Holdings Corp | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 7 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 7 |
USCA RIA LLC | 7 | 7 | 0.10% | 0.19% | 0.22% | Q3 2019 | Q1 2021 | 7 |
HOEY INVESTMENTS, INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
RAYMOND JAMES TRUST N.A. | 6 | 1 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 7 |
Modus Advisors, LLC | 7 | 7 | 0.04% | 0.77% | 2.34% | Q4 2019 | Q2 2021 | 7 |
CGN Advisors LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q4 2023 | 7 |
Wealthspire Advisors, LLC | 6 | 1 | 0.06% | 1.33% | 2.06% | Q3 2021 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 3.42% | 5.33% | 8.54% | Q4 2021 | Q2 2023 | 7 |
Stone House Investment Management, LLC | 5 | 2 | 0.01% | 0.68% | 1.50% | Q1 2017 | Q2 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.05% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Sequoia Wealth Management, LLC | 7 | 7 | 7.96% | 9.50% | 11.90% | Q4 2017 | Q2 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
TRUST CO OF VERMONT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q4 2020 | 6 |
Hudock, Inc. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2022 | 6 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.06% | 0.06% | Q2 2020 | Q3 2021 | 6 |
WMS Partners, LLC | 6 | 6 | 0.14% | 2.54% | 4.57% | Q2 2022 | Q3 2023 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 3.03% | 10.48% | Q1 2020 | Q2 2021 | 6 |
PFG Private Wealth Management, LLC | 5 | 1 | 0.12% | 0.16% | 0.20% | Q4 2019 | Q3 2021 | 6 |
Wealthsimple US, Ltd. | 6 | 6 | 5.19% | 5.63% | 6.13% | Q4 2019 | Q1 2021 | 6 |
Certified Advisory Corp | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Sterneck Capital Management, LLC | 6 | 6 | 0.15% | 0.24% | 0.29% | Q4 2017 | Q1 2019 | 6 |
BlackRock Group LTD | 6 | 6 | 0.04% | 0.04% | 0.05% | Q3 2015 | Q4 2016 | 6 |
Itau Unibanco Holding S.A. | 6 | 6 | 0.01% | 0.52% | 0.87% | Q4 2016 | Q1 2018 | 6 |
Sageworth Trust Co | 6 | 6 | 0.00% | 0.25% | 0.79% | Q3 2020 | Q4 2021 | 6 |
Independent Wealth Network Inc. | 6 | 6 | 0.14% | 0.15% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Richard Bernstein Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 6 |
IHT Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q4 2020 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q3 2021 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Vantage Investment Advisors, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q3 2018 | 6 |
NorthRock Partners, LLC | 6 | 6 | 0.02% | 0.67% | 2.83% | Q3 2019 | Q4 2020 | 6 |
Summit X, LLC | 5 | 1 | 0.01% | 0.53% | 0.91% | Q4 2018 | Q3 2020 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.12% | 0.27% | 0.51% | Q4 2021 | Q3 2023 | 6 |
OneAscent Wealth Management LLC | 5 | 1 | 0.21% | 0.56% | 0.90% | Q1 2022 | Q3 2023 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
WBH ADVISORY INC | 3 | 2 | 0.14% | 0.21% | 0.31% | Q2 2022 | Q3 2023 | 5 |
BerganKDV Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2020 | 5 |
BCS Wealth Management | 5 | 5 | 0.19% | 0.20% | 0.21% | Q4 2019 | Q4 2020 | 5 |
BlackRock Fund Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
American Trust | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 5 |
BANK OF HAWAII | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2018 | 5 |
Coston, McIsaac & Partners | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Hamilton Wealth, LLC | 5 | 5 | 1.26% | 5.43% | 8.22% | Q4 2018 | Q4 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.61% | 0.76% | 0.86% | Q4 2016 | Q4 2017 | 5 |
FDx Advisors, Inc. | 3 | 2 | 0.03% | 0.13% | 0.33% | Q4 2016 | Q3 2023 | 5 |
West Family Investments, Inc. | 2 | 1 | 0.13% | 0.19% | 0.26% | Q3 2021 | Q3 2023 | 5 |
Paragon Advisors, LLC | 4 | 1 | 0.15% | 3.12% | 8.26% | Q4 2019 | Q2 2022 | 5 |
Ancora Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 1.29% | 1.33% | 1.37% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.67% | 1.49% | Q4 2020 | Q4 2021 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
CX Institutional | 5 | 5 | 0.00% | 0.30% | 0.41% | Q3 2018 | Q3 2019 | 5 |
Leicht Financial Planning & Wealth Management, Inc. | 5 | 5 | 0.29% | 0.47% | 0.67% | Q4 2018 | Q4 2019 | 5 |
SVA Wealth Management, LLC | 5 | 5 | 0.10% | 0.18% | 0.40% | Q4 2015 | Q4 2016 | 5 |
Kiwi Wealth Investments Limited Partnership | 5 | 5 | 5.42% | 7.41% | 8.86% | Q2 2013 | Q2 2014 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Mount Yale Investment Advisors, LLC | 5 | 5 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q4 2020 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 5 |
Balentine LLC | 5 | 5 | 0.01% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
IRONWOOD WEALTH MANAGEMENT, INC. | 5 | 5 | 0.00% | 1.03% | 5.13% | Q4 2020 | Q4 2021 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
55I, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
San Luis Wealth Advisors LLC | 2 | 1 | 0.10% | 0.48% | 1.14% | Q4 2020 | Q2 2023 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
HL FINANCIAL SERVICES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.04% | 0.07% | 0.08% | Q4 2016 | Q4 2017 | 5 |
CFO4Life Group, LLC | 5 | 5 | 0.22% | 0.30% | 0.58% | Q1 2017 | Q1 2018 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q4 2021 | 5 |
My Legacy Advisors, LLC | 5 | 5 | 0.10% | 0.26% | 0.58% | Q1 2022 | Q1 2023 | 5 |
Leisure Capital Management | 5 | 5 | 0.21% | 0.22% | 0.23% | Q4 2017 | Q4 2018 | 5 |
BINGHAM OSBORN & SCARBOROUGH LLC | 4 | 1 | 0.02% | 0.04% | 0.04% | Q4 2017 | Q4 2019 | 5 |
Wealth Advisory Solutions, LLC | 5 | 5 | 0.07% | 0.95% | 1.18% | Q4 2019 | Q4 2020 | 5 |
Procyon Advisors, LLC | 4 | 4 | 0.72% | 0.86% | 1.02% | Q4 2019 | Q3 2020 | 4 |
Keebeck Wealth Management, LLC | 4 | 4 | 0.65% | 0.87% | 0.99% | Q3 2020 | Q2 2021 | 4 |
PICTET ASSET MANAGEMENT SA | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.27% | 0.44% | 0.62% | Q4 2021 | Q1 2023 | 4 |
LSV ASSET MANAGEMENT | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2014 | Q2 2015 | 4 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.18% | 0.22% | 0.31% | Q1 2019 | Q4 2019 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 3.37% | 3.48% | 3.58% | Q4 2022 | Q3 2023 | 4 |
M&T BANK CORP | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2018 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 0.19% | 0.96% | 2.42% | Q4 2019 | Q3 2020 | 4 |
Cox Capital Mgt LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.41% | 0.53% | 0.71% | Q4 2021 | Q3 2022 | 4 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.11% | 0.22% | Q3 2014 | Q2 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sound Income Strategies, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.35% | 0.68% | Q4 2022 | Q3 2023 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 4 |
ALESCO ADVISORS LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.19% | 0.44% | 0.84% | Q2 2016 | Q1 2017 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Watson Rebecca | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2019 | Q3 2020 | 4 |
EVOKE WEALTH, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HBW ADVISORY SERVICES LLC | 4 | 4 | 0.81% | 1.14% | 1.63% | Q3 2019 | Q2 2020 | 4 |
Sharkey, Howes & Javer | 4 | 4 | 0.73% | 0.82% | 0.88% | Q1 2020 | Q4 2020 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.19% | 0.23% | 0.29% | Q4 2022 | Q3 2023 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.00% | 0.09% | 0.23% | Q3 2020 | Q2 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
ProVise Management Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.26% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Essex Financial Services, Inc. | 2 | 1 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q1 2020 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.22% | 5.52% | 20.60% | Q4 2021 | Q3 2022 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
NATIONAL PLANNING CORP | 2 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2017 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 1 | 0.00% | 0.04% | 0.13% | Q2 2016 | Q2 2017 | 4 |
Allred Capital Management, LLC | 2 | 1 | 0.01% | 0.08% | 0.14% | Q4 2018 | Q1 2021 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.13% | 0.26% | Q4 2018 | Q4 2019 | 4 |
ARKANSAS FINANCIAL GROUP, INC. | 4 | 4 | 0.13% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Bard Financial Services, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q4 2021 | 4 |
FURE FINANCIAL CORP | 4 | 4 | 5.06% | 5.74% | 6.81% | Q4 2019 | Q3 2020 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 0.59% | 0.66% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2017 | 4 |
Estate Counselors, LLC | 3 | 1 | 0.32% | 0.62% | 1.25% | Q3 2015 | Q3 2016 | 4 |
Holloway Wealth Management, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.21% | 0.29% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Avant Capital LLC | 3 | 1 | 0.25% | 0.26% | 0.27% | Q4 2021 | Q4 2022 | 4 |
CFO4Life, L.P. | 3 | 3 | 0.76% | 0.82% | 0.87% | Q2 2016 | Q4 2016 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Tanglewood Wealth Management, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Hefty Wealth Partners | 3 | 3 | 0.19% | 0.38% | 0.51% | Q4 2015 | Q2 2016 | 3 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q2 2021 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.02% | 0.32% | 0.90% | Q4 2018 | Q2 2019 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Integrity Financial Corp /WA | 3 | 3 | 0.17% | 0.18% | 0.18% | Q4 2021 | Q2 2022 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.03% | 0.06% | 0.12% | Q3 2019 | Q1 2020 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.15% | 0.16% | 0.16% | Q2 2010 | Q4 2021 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Wealth & Pension Services Group, Inc. | 3 | 3 | 0.30% | 0.31% | 0.32% | Q1 2019 | Q3 2019 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.41% | 1.15% | 1.60% | Q4 2018 | Q2 2019 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Portfolio Strategies, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
SII INVESTMENTS INC/WI | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Accurate Wealth Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.27% | 0.30% | 0.35% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.35% | 0.35% | 0.35% | Q2 2020 | Q4 2020 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.08% | 0.11% | 0.12% | Q1 2017 | Q3 2017 | 3 |
Richard P Slaughter Associates Inc | 3 | 3 | 0.28% | 0.91% | 1.53% | Q4 2019 | Q2 2020 | 3 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q2 2022 | Q4 2022 | 3 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.00% | 0.05% | 0.07% | Q1 2019 | Q4 2019 | 3 |
Diversified, LLC | 2 | 1 | 0.09% | 0.12% | 0.17% | Q4 2020 | Q1 2023 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.68% | 0.74% | 0.80% | Q1 2023 | Q3 2023 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
PALLADIEM, LLC | 3 | 3 | 3.50% | 6.02% | 7.37% | Q4 2020 | Q2 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
StoneX Group Inc. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q4 2021 | 3 |
True North Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2022 | Q3 2022 | 3 |
Erickson Financial Group, LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q4 2021 | Q2 2022 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 2 | 1 | 0.12% | 0.23% | 0.38% | Q1 2020 | Q2 2023 | 3 |
BEAM WEALTH ADVISORS, INC. | 3 | 3 | 0.73% | 1.28% | 1.99% | Q4 2019 | Q2 2020 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AEGON USA Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
JT Stratford LLC | 3 | 3 | 0.06% | 0.43% | 1.15% | Q1 2023 | Q3 2023 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 2.56% | 2.63% | 2.68% | Q4 2022 | Q3 2023 | 3 |
Karpus Management, Inc. | 3 | 3 | 0.01% | 0.32% | 0.48% | Q2 2022 | Q4 2022 | 3 |
TMD & ASSOCIATES, INC | 3 | 3 | 1.61% | 2.21% | 3.33% | Q4 2018 | Q2 2019 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.15% | 0.29% | Q2 2019 | Q4 2022 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
Windsor Advisory Group, LLC | 2 | 2 | 0.54% | 0.57% | 0.59% | Q4 2022 | Q1 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Summit Global Investments | 1 | 1 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Parasol Investment Management, LLC | 2 | 2 | 0.72% | 1.77% | 2.82% | Q3 2016 | Q4 2016 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.03% | 0.06% | 0.09% | Q3 2019 | Q4 2019 | 2 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 2 | 2 | 0.67% | 0.76% | 0.86% | Q1 2020 | Q2 2020 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
ROBERTSON STEPHENS ADVISORS LLC | 2 | 2 | 0.44% | 0.59% | 0.74% | Q4 2016 | Q1 2017 | 2 |
Weatherstone Capital Management | 2 | 2 | 0.52% | 0.75% | 0.98% | Q3 2013 | Q4 2013 | 2 |
IMA Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.07% | 0.20% | 0.33% | Q4 2019 | Q3 2020 | 2 |
Chanos & Co LP | 2 | 2 | 2.99% | 3.08% | 3.18% | Q4 2018 | Q1 2019 | 2 |
Oak Grove Capital LLC | 2 | 2 | 1.31% | 1.42% | 1.52% | Q3 2019 | Q4 2019 | 2 |
Alaethes Wealth LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2022 | 2 |
Ferguson Shapiro LLC | 2 | 2 | 4.34% | 5.46% | 6.58% | Q1 2020 | Q2 2020 | 2 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 2 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.12% | 0.22% | Q2 2019 | Q4 2021 | 2 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.14% | 0.89% | 1.64% | Q2 2023 | Q3 2023 | 2 |
Greenwich Wealth Management LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2016 | Q4 2016 | 2 |
North Star Investment Management Corp. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.10% | 0.17% | Q4 2016 | Q4 2020 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q1 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
TD ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
All Season Financial Advisors, Inc. | 2 | 2 | 0.43% | 0.60% | 0.76% | Q2 2021 | Q3 2021 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 1.13% | 1.18% | 1.24% | Q4 2019 | Q1 2020 | 2 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2019 | Q4 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
MONEYWISE, INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2016 | Q3 2016 | 1 |
Epstein & White Financial LLC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q1 2020 | Q1 2020 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q4 2014 | Q4 2014 | 1 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Azimuth Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Donoghue Forlines LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q2 2019 | Q2 2019 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2016 | Q1 2016 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Novak Financial Planning, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2019 | Q3 2019 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Geller Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
GSG Advisors LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sageworth Trust Co of South Dakota | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2020 | Q4 2020 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
DC Investments Management, LLC | 1 | 1 | 26.96% | 26.96% | 26.96% | Q4 2017 | Q4 2017 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
G&S Capital LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2013 | Q2 2013 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2020 | Q4 2020 | 1 |
Americana Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2019 | Q4 2019 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Cardinal Strategic Wealth Guidance | 1 | 1 | 5.62% | 5.62% | 5.62% | Q4 2022 | Q4 2022 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2013 | Q2 2013 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
STATE STREET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AXS Investments LLC | 1 | 1 | 5.91% | 5.91% | 5.91% | Q3 2021 | Q3 2021 | 1 |
Bellecapital International Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2020 | Q2 2020 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Ironwood Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integrated Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Sciencast Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2017 | Q3 2017 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Crumly & Associates Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2016 | Q3 2016 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TFB Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.