Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 48 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.26% | 0.35% | 0.41% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.56% | 1.46% | 2.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.24% | 0.30% | 0.38% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.02% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.11% | 0.16% | 0.20% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 1.03% | 1.76% | 2.53% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 25 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Rathbones Group PLC | 39 | 2 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 19 | 0.00% | 0.19% | 0.65% | Q2 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.11% | 0.21% | 0.30% | Q4 2013 | Q3 2023 | 40 |
Arete Wealth Advisors, LLC | 30 | 9 | 0.11% | 0.29% | 0.49% | Q4 2013 | Q3 2023 | 39 |
EVERETT HARRIS & CO /CA/ | 38 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 39 |
CENTRAL TRUST Co | 21 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
HighTower Advisors, LLC | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 38 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
Carnegie Capital Asset Management, LLC | 37 | 37 | 0.05% | 0.07% | 0.12% | Q3 2014 | Q3 2023 | 37 |
Janney Montgomery Scott LLC | 30 | 7 | 0.00% | 0.10% | 0.30% | Q2 2014 | Q3 2023 | 37 |
B. Riley Wealth Advisors, Inc. | 21 | 15 | 0.02% | 0.11% | 0.23% | Q4 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.16% | 0.33% | 0.58% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
Dakota Wealth Management | 35 | 35 | 0.02% | 0.13% | 0.26% | Q1 2015 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.03% | 0.13% | Q4 2014 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q4 2021 | 35 |
Cetera Advisor Networks LLC | 19 | 6 | 0.01% | 0.04% | 0.14% | Q3 2014 | Q3 2023 | 34 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 34 |
THRIVENT FINANCIAL FOR LUTHERANS | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 33 |
Johnson Financial Group, Inc. | 29 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2023 | 32 |
Brookstone Capital Management | 28 | 2 | 0.00% | 0.29% | 1.41% | Q1 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.13% | 0.82% | Q3 2015 | Q3 2023 | 32 |
Essex Financial Services, Inc. | 17 | 1 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 32 |
Mandatum Life Insurance Co Ltd | 32 | 32 | 0.05% | 0.16% | 0.37% | Q4 2015 | Q3 2023 | 32 |
Private Wealth Advisors, Inc. | 31 | 31 | 0.13% | 0.18% | 0.36% | Q2 2013 | Q4 2020 | 31 |
GOLDMAN SACHS GROUP INC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q3 2012 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.08% | 0.16% | 0.29% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 14 | 2 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 30 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.09% | 0.28% | 1.03% | Q2 2013 | Q3 2020 | 30 |
JUNCTURE WEALTH STRATEGIES, LLC | 30 | 30 | 0.10% | 0.83% | 1.82% | Q1 2015 | Q2 2022 | 30 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Stratos Wealth Partners, LTD. | 29 | 29 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 29 |
FIL Ltd | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
WHITTIER TRUST CO | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2022 | 29 |
SG Americas Securities, LLC | 18 | 1 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 28 |
SALEM INVESTMENT COUNSELORS INC | 18 | 4 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2023 | 28 |
HUNTINGTON NATIONAL BANK | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2009 | Q1 2023 | 28 |
ASSETMARK, INC | 28 | 28 | 0.00% | 0.34% | 1.32% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 27 | 1 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 28 |
CIBC WORLD MARKET INC. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q4 2019 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.83% | 1.88% | Q1 2017 | Q3 2023 | 27 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 17 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 27 |
GREENLEAF TRUST | 26 | 26 | 0.03% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 26 |
SUMMIT FINANCIAL GROUP, INC. | 26 | 26 | 0.13% | 0.31% | 0.60% | Q2 2017 | Q3 2023 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
TRUE Private Wealth Advisors | 26 | 26 | 0.04% | 0.35% | 0.92% | Q4 2015 | Q1 2022 | 26 |
BESSEMER GROUP INC | 23 | 1 | 0.00% | 0.00% | 0.04% | Q1 2015 | Q3 2023 | 26 |
CREDIT SUISSE AG/ | 24 | 2 | 0.00% | 0.04% | 0.11% | Q1 2014 | Q3 2023 | 26 |
Kalos Management, Inc. | 11 | 3 | 0.03% | 0.55% | 1.16% | Q4 2015 | Q2 2023 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.03% | 0.16% | Q3 2014 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.01% | 0.22% | 0.43% | Q3 2017 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 13 | 1 | 0.02% | 0.05% | 0.18% | Q3 2014 | Q4 2021 | 25 |
Summit X, LLC | 18 | 7 | 0.06% | 0.80% | 3.26% | Q2 2017 | Q3 2023 | 25 |
Sigma Planning Corp | 25 | 25 | 0.02% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 25 |
FMR LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
Advisors Preferred, LLC | 8 | 1 | 0.00% | 0.04% | 0.16% | Q4 2013 | Q3 2023 | 24 |
First Allied Advisory Services, Inc. | 15 | 9 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q3 2020 | 24 |
Northeast Financial Consultants Inc | 19 | 5 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q3 2023 | 24 |
Cambria Investment Management, L.P. | 10 | 1 | 0.28% | 1.14% | 2.34% | Q4 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.42% | 0.51% | 0.57% | Q4 2017 | Q3 2023 | 24 |
Traynor Capital Management, Inc. | 24 | 24 | 0.06% | 0.24% | 0.71% | Q4 2014 | Q3 2020 | 24 |
KCS Wealth Advisory | 24 | 24 | 0.16% | 0.53% | 1.07% | Q4 2017 | Q3 2023 | 24 |
Meridian Wealth Management, LLC | 24 | 24 | 0.09% | 0.17% | 0.27% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisors LLC | 21 | 3 | 0.01% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.85% | 1.21% | 1.68% | Q4 2017 | Q3 2023 | 24 |
Financial Architects, Inc | 19 | 1 | 0.01% | 0.16% | 0.26% | Q2 2013 | Q2 2023 | 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 10 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 23 |
First Horizon Advisors, Inc. | 17 | 6 | 0.00% | 0.04% | 0.16% | Q4 2017 | Q3 2023 | 23 |
NORTHERN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.11% | 0.20% | 0.26% | Q2 2013 | Q4 2018 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
WealthTrust Axiom LLC | 19 | 3 | 0.07% | 0.12% | 0.16% | Q1 2018 | Q3 2023 | 22 |
MUFG Americas Holdings Corp | 12 | 10 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2022 | 22 |
FCA CORP /TX | 21 | 21 | 0.72% | 1.13% | 1.59% | Q3 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 12 | 1 | 0.00% | 0.15% | 1.44% | Q1 2009 | Q4 2021 | 21 |
Baird Financial Group, Inc. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
IHT Wealth Management, LLC | 21 | 21 | 0.02% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Day & Ennis, LLC | 21 | 21 | 0.41% | 1.36% | 2.25% | Q3 2018 | Q3 2023 | 21 |
Integrated Wealth Concepts LLC | 21 | 21 | 0.09% | 0.23% | 0.41% | Q3 2018 | Q3 2023 | 21 |
Sharkey, Howes & Javer | 21 | 21 | 0.34% | 1.96% | 3.96% | Q3 2018 | Q3 2023 | 21 |
East Coast Asset Management, LLC. | 21 | 21 | 0.14% | 0.32% | 0.40% | Q4 2012 | Q4 2017 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.17% | 0.39% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES TRUST N.A. | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 21 | 21 | 0.00% | 0.22% | 0.40% | Q3 2018 | Q3 2023 | 21 |
Windsor Capital Management, LLC | 19 | 1 | 0.06% | 0.11% | 0.13% | Q3 2015 | Q3 2023 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.13% | 0.19% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.01% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 13 | 7 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.04% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 17 | 1 | 0.00% | 0.00% | 0.04% | Q1 2015 | Q3 2023 | 20 |
MAI Capital Management | 15 | 5 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.23% | 0.91% | 1.18% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
MA Private Wealth | 20 | 20 | 0.37% | 3.41% | 7.39% | Q4 2018 | Q3 2023 | 20 |
Bernardo Wealth Planning LLC | 20 | 20 | 1.08% | 1.86% | 2.85% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.09% | 0.15% | 0.27% | Q4 2014 | Q3 2019 | 20 |
Keystone Financial Group | 18 | 2 | 0.28% | 0.46% | 0.71% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Perigon Wealth Management, LLC | 10 | 1 | 0.02% | 0.31% | 0.62% | Q4 2013 | Q4 2020 | 20 |
Jaffetilchin Investment Partners, LLC | 14 | 6 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 12 | 8 | 0.04% | 0.17% | 0.42% | Q3 2018 | Q3 2023 | 20 |
BROOKS, MOORE & ASSOCIATES, INC. | 20 | 20 | 0.32% | 0.39% | 0.49% | Q4 2018 | Q3 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 0.01% | 0.52% | 1.23% | Q4 2018 | Q3 2023 | 20 |
Voya Financial Advisors, Inc. | 19 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2021 | 20 |
WealthShield Partners, LLC | 20 | 20 | 0.04% | 0.42% | 0.84% | Q4 2018 | Q3 2023 | 20 |
Beaumont Financial Partners, LLC | 7 | 1 | 0.02% | 0.27% | 1.59% | Q2 2013 | Q1 2022 | 20 |
BARCLAYS PLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Lenox Wealth Management, Inc. | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q2 2020 | 19 |
PFG Advisors | 14 | 5 | 0.02% | 0.12% | 0.22% | Q3 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.08% | 0.22% | 0.39% | Q4 2018 | Q3 2023 | 19 |
Icon Wealth Partners, LLC | 16 | 3 | 0.08% | 1.19% | 2.34% | Q3 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.14% | 0.23% | Q4 2017 | Q2 2022 | 19 |
Cypress Wealth Services, LLC | 19 | 19 | 0.17% | 0.68% | 1.29% | Q1 2019 | Q3 2023 | 19 |
Newfound Research LLC | 19 | 19 | 0.70% | 5.26% | 17.62% | Q4 2015 | Q2 2020 | 19 |
James Hambro & Partners | 17 | 2 | 0.05% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 19 |
Brinker Capital Investments, LLC | 9 | 2 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q1 2022 | 19 |
Cetera Investment Advisers | 16 | 1 | 0.03% | 0.12% | 0.29% | Q3 2018 | Q3 2023 | 19 |
Venturi Wealth Management, LLC | 16 | 3 | 0.00% | 0.11% | 0.21% | Q2 2018 | Q3 2023 | 19 |
High Falls Advisors, Inc | 19 | 19 | 0.08% | 1.03% | 3.47% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.08% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 19 |
WEALTHSOURCE PARTNERS, LLC | 18 | 1 | 0.11% | 1.07% | 2.25% | Q4 2016 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 2 | 0.05% | 0.72% | 1.52% | Q4 2018 | Q2 2023 | 18 |
Crossvault Capital Management LLC | 17 | 1 | 0.10% | 0.20% | 0.28% | Q1 2015 | Q3 2019 | 18 |
Kovack Advisors, Inc. | 18 | 18 | 0.08% | 0.16% | 0.21% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 18 |
OmniStar Financial Group, Inc. | 18 | 18 | 0.40% | 2.11% | 3.78% | Q3 2018 | Q4 2022 | 18 |
Patriot Financial Group Insurance Agency, LLC | 12 | 6 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2022 | 18 |
Montecito Bank & Trust | 18 | 18 | 0.09% | 0.43% | 0.64% | Q3 2019 | Q4 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.08% | 0.13% | 0.21% | Q2 2013 | Q3 2017 | 18 |
Maryland Capital Management | 15 | 3 | 0.06% | 0.13% | 0.16% | Q3 2017 | Q1 2022 | 18 |
Sound Income Strategies, LLC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 18 |
TD Capital Management LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2021 | 18 |
SP Asset Management | 18 | 18 | 0.26% | 0.32% | 0.37% | Q2 2018 | Q3 2022 | 18 |
Portfolio Strategies, Inc. | 16 | 2 | 0.00% | 2.02% | 7.82% | Q4 2017 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 14 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
WRAPMANAGER INC | 17 | 17 | 0.08% | 0.53% | 1.47% | Q4 2015 | Q4 2019 | 17 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 16 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Financial Gravity Asset Management, Inc. | 12 | 5 | 0.00% | 0.04% | 0.14% | Q1 2019 | Q3 2023 | 17 |
PRUDENTIAL FINANCIAL INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 17 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 3 | 0.00% | 0.18% | 0.30% | Q3 2018 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.08% | 0.19% | 0.86% | Q3 2019 | Q3 2023 | 17 |
FIRST MANHATTAN CO. LLC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
EP Wealth Advisors, LLC | 13 | 4 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Hilltop Holdings Inc. | 17 | 17 | 0.08% | 0.09% | 0.10% | Q3 2019 | Q3 2023 | 17 |
RFG Advisory, LLC | 17 | 17 | 0.01% | 0.28% | 0.70% | Q3 2018 | Q3 2022 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Allworth Financial LP | 12 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Concorde Asset Management, LLC | 17 | 17 | 0.35% | 1.08% | 1.75% | Q3 2018 | Q3 2022 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
EXCALIBUR MANAGEMENT CORP | 16 | 16 | 0.15% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Chevy Chase Trust Holdings, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 16 |
Freedom Investment Management, Inc. | 16 | 16 | 0.05% | 0.08% | 0.13% | Q1 2019 | Q4 2022 | 16 |
Marotta Asset Management | 13 | 3 | 0.48% | 0.69% | 0.94% | Q4 2019 | Q4 2023 | 16 |
Avidian Wealth Solutions, LLC | 14 | 2 | 0.04% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 16 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
Financial Advocates Investment Management | 14 | 1 | 0.02% | 0.08% | 0.17% | Q3 2018 | Q2 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.40% | 0.75% | 1.00% | Q4 2019 | Q3 2023 | 16 |
Mount Yale Investment Advisors, LLC | 16 | 16 | 0.04% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Trek Financial, LLC | 16 | 16 | 0.03% | 0.29% | 1.11% | Q4 2018 | Q3 2022 | 16 |
M&T BANK CORP | 15 | 1 | 0.00% | 0.05% | 0.06% | Q1 2014 | Q3 2023 | 16 |
Advanced Asset Management Advisors Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Kovitz Investment Group Partners, LLC | 13 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
PATTON ALBERTSON MILLER GROUP, LLC | 15 | 1 | 0.07% | 0.32% | 1.16% | Q4 2018 | Q3 2023 | 16 |
Jacobi Capital Management LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 16 |
Cornerstone Wealth Management, LLC | 16 | 16 | 0.00% | 0.12% | 0.33% | Q2 2018 | Q1 2022 | 16 |
Archer Investment Corp | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Pettinga Financial Advisors LLC | 15 | 15 | 0.11% | 1.25% | 2.77% | Q1 2019 | Q3 2022 | 15 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 15 |
Robertson Stephens Wealth Management, LLC | 15 | 15 | 0.10% | 0.28% | 0.52% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 14 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SteelPeak Wealth, LLC | 15 | 15 | 0.01% | 0.35% | 1.04% | Q4 2019 | Q2 2023 | 15 |
STRATEGY ASSET MANAGERS LLC | 10 | 5 | 0.09% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 15 |
Gladstone Institutional Advisory LLC | 15 | 15 | 0.06% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.17% | 0.45% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.14% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Atria Investments, Inc | 9 | 6 | 0.03% | 0.24% | 0.65% | Q3 2018 | Q2 2022 | 15 |
Outlook Wealth Advisors, LLC | 15 | 15 | 0.41% | 1.88% | 2.49% | Q1 2019 | Q3 2022 | 15 |
Avantax Planning Partners, Inc. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 15 |
Eldridge Investment Advisors, Inc. | 15 | 15 | 0.31% | 0.46% | 0.62% | Q1 2020 | Q3 2023 | 15 |
Ironwood Financial, llc | 15 | 15 | 0.03% | 0.26% | 0.60% | Q1 2020 | Q3 2023 | 15 |
Baldwin Investment Management, LLC | 15 | 15 | 0.03% | 0.09% | 0.12% | Q2 2018 | Q4 2021 | 15 |
SHEETS SMITH WEALTH MANAGEMENT | 15 | 15 | 0.19% | 0.31% | 0.57% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Retirement Group, LLC | 14 | 1 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 15 |
ADIRONDACK TRUST CO | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2020 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2021 | 14 |
Bank of New York Mellon Corp | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
AdvisorNet Financial, Inc | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 14 |
Private Portfolio Partners LLC | 14 | 14 | 0.11% | 0.28% | 0.50% | Q4 2018 | Q1 2022 | 14 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.02% | 0.11% | Q1 2018 | Q2 2023 | 14 |
Plante Moran Financial Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 12 | 2 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 1.70% | 3.84% | Q1 2019 | Q4 2022 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2016 | Q3 2019 | 14 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 14 | 14 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2016 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
IFG Advisory, LLC | 12 | 2 | 0.02% | 0.05% | 0.06% | Q1 2019 | Q3 2022 | 14 |
MCIA Inc | 12 | 2 | 0.08% | 1.07% | 3.66% | Q4 2019 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 14 |
Stratos Wealth Advisors, LLC | 14 | 14 | 0.02% | 0.11% | 0.21% | Q1 2019 | Q2 2022 | 14 |
Keeley-Teton Advisors, LLC | 9 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.08% | 0.31% | 0.73% | Q4 2014 | Q3 2023 | 14 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Intelligence Driven Advisers, LLC | 13 | 13 | 0.08% | 0.71% | 2.47% | Q3 2020 | Q3 2023 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 13 | 0.03% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Invst, LLC | 13 | 13 | 0.13% | 0.48% | 0.77% | Q3 2019 | Q3 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 13 |
StoneX Group Inc. | 7 | 6 | 0.04% | 0.12% | 0.32% | Q3 2018 | Q4 2021 | 13 |
MEITAV INVESTMENT HOUSE LTD | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2018 | 13 |
XPONANCE, INC. | 7 | 6 | 0.60% | 2.11% | 8.96% | Q4 2013 | Q1 2017 | 13 |
FIRST FINANCIAL CORP /IN/ | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 13 |
PICTET BANK & TRUST Ltd | 13 | 13 | 0.34% | 0.38% | 0.43% | Q4 2013 | Q4 2016 | 13 |
Avior Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.08% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Thomasville National Bank | 10 | 3 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2023 | 13 |
Hanlon Investment Management, Inc. | 13 | 13 | 0.02% | 0.11% | 0.42% | Q1 2019 | Q1 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.05% | 0.25% | Q3 2020 | Q3 2023 | 13 |
COMERICA SECURITIES,INC. | 13 | 13 | 0.12% | 0.27% | 0.35% | Q1 2019 | Q1 2022 | 13 |
D.A. DAVIDSON & CO. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 12 |
SYNOVUS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 12 |
Csenge Advisory Group | 11 | 1 | 0.01% | 0.13% | 0.27% | Q3 2018 | Q1 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.06% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Sowell Financial Services LLC | 7 | 1 | 0.05% | 0.09% | 0.11% | Q4 2018 | Q3 2023 | 12 |
Wealthspire Advisors, L.P. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2018 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.15% | 2.18% | 5.16% | Q4 2020 | Q3 2023 | 12 |
One Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.10% | 0.28% | Q4 2017 | Q4 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.09% | 0.14% | Q4 2018 | Q3 2021 | 12 |
PAX Financial Group, LLC | 12 | 12 | 0.13% | 1.55% | 2.36% | Q4 2019 | Q3 2022 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BB&T SECURITIES, LLC | 8 | 4 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2019 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.00% | 0.08% | 0.14% | Q1 2019 | Q1 2022 | 12 |
WADE G W & INC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
55I, LLC | 12 | 12 | 0.15% | 0.87% | 1.91% | Q4 2019 | Q3 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 4 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.24% | 0.42% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 1.95% | 2.12% | 2.38% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Investors Capital Advisory Services | 12 | 12 | 0.04% | 0.11% | 0.34% | Q3 2013 | Q2 2016 | 12 |
Millburn Ridgefield Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Dynamic Advisor Solutions LLC | 8 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 12 |
VESTOR CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.92% | 1.42% | 2.16% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 1.35% | 1.89% | 2.36% | Q4 2020 | Q3 2023 | 12 |
Cooper Financial Group | 7 | 2 | 0.08% | 0.12% | 0.18% | Q4 2018 | Q1 2022 | 12 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 12 |
Clarius Group, LLC | 11 | 1 | 0.06% | 0.09% | 0.12% | Q3 2016 | Q3 2019 | 12 |
FLC Capital Advisors | 12 | 12 | 0.07% | 0.56% | 0.98% | Q1 2020 | Q4 2022 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 0.62% | 0.79% | 1.50% | Q4 2020 | Q3 2023 | 12 |
4J Wealth Management LLC | 12 | 12 | 1.49% | 2.22% | 2.57% | Q4 2020 | Q3 2023 | 12 |
Sunflower Bank, N.A. | 11 | 11 | 0.11% | 0.25% | 0.45% | Q1 2021 | Q3 2023 | 11 |
Truvestments Capital LLC | 5 | 1 | 0.04% | 0.08% | 0.12% | Q3 2018 | Q3 2023 | 11 |
Fieldpoint Private Securities, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2022 | 11 |
Meristem Family Wealth, LLC | 11 | 11 | 0.06% | 0.09% | 0.12% | Q3 2019 | Q1 2022 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Fiera Capital Corp | 11 | 11 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2019 | 11 |
Joseph P. Lucia & Associates, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 11 |
Stewardship Financial Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2021 | 11 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 11 | 11 | 0.05% | 0.13% | 0.24% | Q4 2019 | Q2 2022 | 11 |
EQ LLC | 11 | 11 | 1.26% | 1.84% | 2.67% | Q4 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
VICUS CAPITAL | 11 | 11 | 0.04% | 0.06% | 0.14% | Q1 2019 | Q3 2021 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 2 | 0.02% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Compagnie Lombard Odier SCmA | 8 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 11 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 10 | 1 | 0.02% | 0.13% | 0.22% | Q3 2015 | Q1 2020 | 11 |
Rollins Financial | 8 | 3 | 0.91% | 1.13% | 1.64% | Q4 2020 | Q3 2023 | 11 |
Private Ocean, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Cardinal Strategic Wealth Guidance | 11 | 11 | 0.68% | 1.06% | 1.45% | Q1 2021 | Q3 2023 | 11 |
InterOcean Capital, LLC | 11 | 11 | 0.32% | 0.37% | 0.42% | Q3 2017 | Q1 2020 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.08% | 0.14% | 0.42% | Q4 2020 | Q2 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.39% | 0.75% | 1.25% | Q4 2016 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 10 |
Sunbelt Securities, Inc. | 7 | 3 | 0.01% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.04% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 10 |
Onyx Bridge Wealth Group LLC | 10 | 10 | 0.14% | 0.21% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Keebeck Wealth Management, LLC | 8 | 1 | 0.00% | 0.14% | 0.32% | Q4 2019 | Q3 2022 | 10 |
Quadrant Private Wealth Management, LLC | 7 | 3 | 0.06% | 0.11% | 0.18% | Q4 2020 | Q2 2023 | 10 |
FLOOD GAMBLE ASSOCIATES INC | 10 | 10 | 2.71% | 3.10% | 3.46% | Q2 2013 | Q3 2015 | 10 |
AXA S.A. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2016 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.26% | 0.53% | 1.57% | Q4 2017 | Q1 2020 | 10 |
Spectrum Management Group, LLC | 10 | 10 | 0.14% | 0.66% | 0.91% | Q2 2020 | Q3 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2020 | 10 |
Cresset Asset Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 10 |
Sage Mountain Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 5 | 0.04% | 0.06% | 0.16% | Q2 2020 | Q3 2023 | 10 |
Sawyer & Company, Inc | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2020 | 10 |
Baltimore-Washington Financial Advisors, Inc. | 10 | 10 | 0.03% | 0.16% | 0.21% | Q4 2013 | Q1 2016 | 10 |
Tri-Star Advisors Inc. | 10 | 10 | 0.29% | 1.51% | 2.42% | Q2 2020 | Q3 2022 | 10 |
CreativeOne Wealth, LLC | 10 | 10 | 0.02% | 0.06% | 0.30% | Q1 2021 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
LifePlan Financial Group, Inc | 9 | 9 | 0.92% | 1.24% | 1.68% | Q3 2018 | Q3 2020 | 9 |
SPINNAKER TRUST | 6 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Successful Portfolios LLC | 9 | 9 | 0.16% | 0.25% | 0.32% | Q1 2020 | Q1 2022 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2022 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Dentgroup LLC | 9 | 9 | 1.24% | 1.72% | 2.34% | Q4 2021 | Q4 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
USCA RIA LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q4 2019 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.09% | 0.48% | Q2 2019 | Q3 2022 | 9 |
Marks Group Wealth Management, Inc | 9 | 9 | 0.03% | 0.21% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Westside Investment Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Crewe Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
NORTHERN TRUST CORP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Cornerstone Advisory, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q2 2022 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 9 |
Mariner, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.10% | 0.37% | 0.56% | Q3 2021 | Q3 2023 | 9 |
C M BIDWELL & ASSOCIATES LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
AlphaMark Advisors, LLC | 9 | 9 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Element Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
TNF LLC | 9 | 9 | 0.26% | 0.54% | 1.13% | Q3 2021 | Q3 2023 | 9 |
ONE Advisory Partners, LLC | 9 | 9 | 0.67% | 2.75% | 3.55% | Q2 2020 | Q2 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Versant Capital Management, Inc | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 1.69% | 2.43% | 2.77% | Q4 2019 | Q4 2021 | 9 |
JB Capital LLC | 5 | 3 | 0.02% | 0.69% | 1.88% | Q3 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Wealth Alliance | 8 | 8 | 0.05% | 0.28% | 0.56% | Q4 2020 | Q3 2022 | 8 |
SII INVESTMENTS INC/WI | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2017 | 8 |
TECTONIC ADVISORS LLC | 8 | 8 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q4 2022 | 8 |
Pensionmark Financial Group, LLC | 7 | 1 | 0.05% | 0.12% | 0.18% | Q4 2020 | Q4 2022 | 8 |
SigFig Wealth Management, LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q1 2022 | 8 |
Lehman & Derafelo Financial Resources LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 8 |
PRUDENTIAL PLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2021 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
NewSquare Capital LLC | 6 | 1 | 0.00% | 1.03% | 1.75% | Q2 2013 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
West Branch Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q4 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.09% | 0.20% | Q3 2020 | Q2 2023 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 1 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q2 2023 | 8 |
Sound View Wealth Advisors Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Foundations Investment Advisors, LLC | 8 | 8 | 0.02% | 0.08% | 0.15% | Q4 2020 | Q3 2022 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.15% | 0.19% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Koss-Olinger Consulting, LLC | 8 | 8 | 0.03% | 0.12% | 0.35% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2017 | 8 |
BCGM Wealth Management, LLC | 7 | 1 | 0.09% | 0.15% | 0.19% | Q4 2020 | Q2 2023 | 8 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2019 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Miracle Mile Advisors, LLC | 7 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Addison Advisors LLC | 8 | 8 | 0.02% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.53% | 0.57% | 0.66% | Q3 2017 | Q2 2019 | 8 |
Financial Partners Group, Inc | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.21% | 0.92% | 2.19% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q2 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
WEST CHESTER CAPITAL ADVISORS, INC | 7 | 1 | 0.00% | 0.61% | 0.95% | Q2 2013 | Q2 2015 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.24% | 0.42% | 1.10% | Q4 2021 | Q3 2023 | 8 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 8 |
PFS Partners, LLC | 8 | 8 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.01% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
GLENMEDE TRUST CO NA | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 8 |
Regal Investment Advisors LLC | 5 | 1 | 0.05% | 0.19% | 0.31% | Q2 2020 | Q2 2022 | 7 |
SWMG, LLC | 6 | 1 | 0.21% | 1.76% | 2.50% | Q4 2020 | Q3 2022 | 7 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
PSI Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 7 |
BANQUE PICTET & CIE SA | 5 | 2 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q4 2022 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
WealthOne, LLC | 5 | 2 | 0.20% | 0.25% | 0.31% | Q2 2019 | Q1 2021 | 7 |
Haverford Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.23% | 0.38% | 0.95% | Q4 2021 | Q3 2023 | 7 |
Truadvice, LLC | 7 | 7 | 0.23% | 0.38% | 0.65% | Q3 2020 | Q1 2022 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2018 | 7 |
VISTA CAPITAL PARTNERS, INC. | 4 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 7 |
Lido Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Colonial River Wealth Management, LLC | 4 | 3 | 0.16% | 0.21% | 0.28% | Q4 2020 | Q3 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Freestone Capital Holdings, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
True Link Financial Advisors, LLC | 7 | 7 | 0.22% | 0.60% | 1.10% | Q4 2020 | Q2 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Zullo Investment Group, Inc. | 5 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 7 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.09% | 0.40% | Q2 2016 | Q3 2023 | 7 |
HL FINANCIAL SERVICES LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 7 |
TD Waterhouse Canada Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 1 | 0.08% | 0.14% | 0.19% | Q1 2019 | Q3 2022 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2021 | 7 |
F3Logic, LLC | 5 | 2 | 0.03% | 0.07% | 0.17% | Q1 2018 | Q1 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.06% | 0.09% | 0.20% | Q1 2022 | Q3 2023 | 7 |
PECAUT & CO. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 3 | 0.25% | 0.83% | 1.49% | Q4 2020 | Q2 2022 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Advisory Alpha, LLC | 5 | 1 | 0.03% | 0.07% | 0.14% | Q1 2019 | Q3 2020 | 6 |
Vickerman Investment Advisors, Inc. | 4 | 2 | 0.11% | 0.24% | 0.32% | Q3 2021 | Q3 2023 | 6 |
Aveo Capital Partners, LLC | 1 | 1 | 0.07% | 0.74% | 1.39% | Q4 2016 | Q3 2020 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 0.68% | 1.29% | 2.10% | Q2 2022 | Q3 2023 | 6 |
CHARTIST INC /CA/ | 4 | 2 | 0.12% | 0.13% | 0.14% | Q2 2021 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.04% | 0.14% | Q2 2022 | Q3 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.32% | 0.36% | 0.39% | Q4 2020 | Q1 2022 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
TCWP LLC | 6 | 6 | 0.61% | 0.67% | 0.82% | Q4 2021 | Q1 2023 | 6 |
Williams Financial, LLC | 6 | 6 | 0.80% | 1.51% | 2.02% | Q4 2020 | Q1 2022 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
EPG Wealth Management LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 6 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 6 |
Rehmann Capital Advisory Group | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q2 2020 | 6 |
Continuum Advisory, LLC | 4 | 2 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 6 |
AMERICAN CENTURY COMPANIES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.09% | 0.19% | 0.25% | Q4 2020 | Q2 2023 | 6 |
ETRADE Capital Management LLC | 6 | 6 | 0.03% | 0.40% | 0.72% | Q2 2019 | Q3 2020 | 6 |
BOSTON RESEARCH & MANAGEMENT INC | 4 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 6 |
Peak Asset Management, LLC | 4 | 2 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q1 2022 | 6 |
BHF Kleinwort Benson Group S.A. | 5 | 1 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q4 2015 | 6 |
B, B, H, & B INC. | 6 | 6 | 0.66% | 4.14% | 5.79% | Q4 2020 | Q1 2022 | 6 |
GFS Advisors, LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q1 2017 | Q2 2018 | 6 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 6 |
BARINGS LLC | 4 | 2 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q2 2020 | 6 |
Biltmore Capital Advisors LLC | 6 | 6 | 0.07% | 0.63% | 0.90% | Q3 2020 | Q4 2021 | 6 |
VAUGHAN & Co SECURITIES, INC. | 6 | 6 | 1.20% | 3.55% | 4.87% | Q2 2022 | Q3 2023 | 6 |
Banco BTG Pactual S.A. | 6 | 6 | 0.33% | 0.44% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Vectors Research Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 6 |
Waverly Advisors, LLC | 6 | 6 | 0.04% | 0.09% | 0.19% | Q2 2022 | Q3 2023 | 6 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
ETFIDEA, LLC | 4 | 2 | 0.14% | 0.22% | 0.32% | Q4 2021 | Q3 2023 | 6 |
MORRIS FINANCIAL CONCEPTS, INC. | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Wealthfront Advisers LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Q3 Asset Management | 2 | 1 | 0.40% | 1.19% | 2.22% | Q1 2021 | Q2 2023 | 6 |
Personal Wealth Partners | 6 | 6 | 0.10% | 0.15% | 0.17% | Q4 2020 | Q1 2022 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Simplicity Solutions, LLC | 3 | 2 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q4 2020 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.09% | 0.14% | 0.20% | Q1 2021 | Q1 2022 | 5 |
ALTERNA WEALTH MANAGEMENT, INC | 4 | 1 | 0.23% | 0.25% | 0.29% | Q1 2019 | Q4 2021 | 5 |
Eudaimonia Partners, LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2021 | 5 |
Mayflower Financial Advisors, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
Apexium Financial, LP | 5 | 5 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
DORCHESTER WEALTH MANAGEMENT Co | 2 | 1 | 0.04% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FDx Advisors, Inc. | 3 | 2 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q1 2022 | 5 |
NWAM LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Copperleaf Capital, LLC | 4 | 1 | 0.45% | 1.09% | 1.44% | Q4 2019 | Q3 2022 | 5 |
Selective Wealth Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 5 |
SIMPLEX TRADING, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Virtu Financial LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 5 |
BARING ASSET MANAGEMENT Ltd | 4 | 1 | 0.02% | 0.08% | 0.09% | Q3 2014 | Q3 2017 | 5 |
Fullerton Fund Management Co Ltd. | 5 | 5 | 0.46% | 1.28% | 2.58% | Q3 2017 | Q3 2018 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Empowered Funds, LLC | 2 | 1 | 0.20% | 2.44% | 3.40% | Q2 2021 | Q1 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 5 |
McKinley Carter Wealth Services, Inc. | 5 | 5 | 0.02% | 0.09% | 0.36% | Q4 2020 | Q4 2021 | 5 |
Good Life Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 5 |
BRIGHTON JONES LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
LITTLE HOUSE CAPITAL LLC | 5 | 5 | 0.20% | 0.44% | 0.53% | Q4 2018 | Q4 2019 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.03% | 0.14% | Q1 2022 | Q1 2023 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Guardian Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Braun-Bostich & Associates Inc. | 4 | 1 | 0.02% | 0.35% | 0.84% | Q3 2018 | Q4 2019 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Veracity Capital LLC | 3 | 2 | 0.09% | 0.14% | 0.16% | Q3 2020 | Q4 2021 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
BROWN ADVISORY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 5 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
NIEMANN CAPITAL MANAGEMENT INC | 3 | 1 | 0.56% | 3.04% | 5.58% | Q3 2014 | Q4 2015 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.73% | 0.80% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Ignite Planners, LLC | 3 | 1 | 0.07% | 0.14% | 0.32% | Q1 2022 | Q3 2023 | 4 |
Summit Wealth Group, LLC | 2 | 1 | 1.63% | 2.95% | 5.73% | Q4 2020 | Q2 2023 | 4 |
BMS Financial Advisors, LLC | 3 | 1 | 0.95% | 1.35% | 1.49% | Q4 2021 | Q4 2022 | 4 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q2 2023 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Sterling Group Wealth Management, LLC | 4 | 4 | 4.72% | 5.61% | 6.08% | Q4 2022 | Q3 2023 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
LVW Advisors, LLC | 4 | 4 | 0.14% | 0.18% | 0.20% | Q2 2020 | Q1 2021 | 4 |
Wealthspire Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.10% | 0.37% | 1.11% | Q4 2019 | Q3 2021 | 4 |
MCKINLEY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lantz Financial LLC | 4 | 4 | 0.14% | 0.27% | 0.36% | Q2 2021 | Q1 2022 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Schrum Private Wealth Management LLC | 4 | 4 | 0.41% | 0.47% | 0.54% | Q4 2021 | Q3 2022 | 4 |
Pinnacle Bancorp, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 4 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Winch Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 4 | 0.14% | 0.26% | 0.36% | Q4 2019 | Q3 2020 | 4 |
HALL LAURIE J TRUSTEE | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q3 2018 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.23% | 0.33% | 0.54% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Daiwa SB Investments Ltd. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2019 | 4 |
Seascape Capital Management | 4 | 4 | 0.17% | 0.22% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2016 | 4 |
Halpern Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 5.74% | 6.79% | 7.41% | Q4 2022 | Q3 2023 | 4 |
REDW Wealth LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 4 |
BANK OF NOVA SCOTIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Alexandria Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
ROPES WEALTH ADVISORS LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
NCM Capital Management, LLC | 4 | 4 | 0.33% | 0.44% | 0.54% | Q1 2022 | Q4 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Asset Planning Services, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
Berkeley Capital Partners, LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q1 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Van Hulzen Asset Management, LLC | 4 | 4 | 0.08% | 0.18% | 0.23% | Q4 2019 | Q3 2020 | 4 |
VERITY Wealth Advisors | 3 | 1 | 0.21% | 0.28% | 0.32% | Q4 2019 | Q4 2020 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.38% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.05% | 0.08% | 0.16% | Q4 2019 | Q3 2021 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 1.17% | 1.39% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
UBP Investment Advisors SA | 4 | 4 | 0.54% | 0.58% | 0.62% | Q4 2017 | Q3 2018 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Insight Wealth Strategies, LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2021 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 4 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 4 |
AdvicePeriod, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q2 2021 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 4 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 4 |
Lineweaver Wealth Advisors, LLC | 4 | 4 | 0.98% | 1.33% | 1.96% | Q2 2021 | Q1 2022 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 0.24% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Cavalier Investments, LLC | 3 | 1 | 0.79% | 1.11% | 1.25% | Q4 2016 | Q3 2018 | 4 |
Strategic Wealth Partners, Ltd. | 3 | 1 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q3 2022 | 4 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Sonoma Private Wealth LLC | 3 | 3 | 0.97% | 0.99% | 1.01% | Q1 2023 | Q3 2023 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
MAIRS & POWER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BlackRock Group LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q4 2021 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.11% | 0.17% | 0.27% | Q1 2022 | Q3 2022 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2018 | Q3 2018 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Long Run Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.63% | 0.96% | Q1 2023 | Q3 2023 | 3 |
W ADVISORS, LLC | 3 | 3 | 0.16% | 0.30% | 0.45% | Q4 2021 | Q2 2022 | 3 |
MISSION WEALTH MANAGEMENT, LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Valmark Advisers, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 3 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.24% | 0.33% | 0.48% | Q1 2021 | Q2 2023 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.03% | 0.09% | 0.18% | Q1 2022 | Q3 2022 | 3 |
AMERICAN CAPITAL MANAGEMENT INC | 2 | 1 | 0.04% | 0.40% | 0.59% | Q4 2015 | Q3 2016 | 3 |
Per Stirling Capital Management, LLC. | 3 | 3 | 0.13% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 1.01% | 1.29% | 1.58% | Q4 2019 | Q2 2020 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.16% | 0.20% | 0.30% | Q1 2019 | Q3 2019 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q4 2021 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2021 | 3 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.22% | 0.41% | Q4 2015 | Q1 2017 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q2 2022 | Q1 2023 | 3 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q4 2019 | 3 |
WESBANCO BANK INC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2017 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.07% | 0.11% | 0.14% | Q1 2015 | Q3 2015 | 3 |
TrueWealth Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.15% | Q3 2021 | Q1 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Keystone Financial Services | 3 | 3 | 0.35% | 1.47% | 2.58% | Q4 2021 | Q2 2022 | 3 |
CMC Financial Group | 2 | 1 | 1.21% | 1.55% | 1.74% | Q2 2021 | Q1 2022 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Hartford Financial Management Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2021 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q2 2020 | Q4 2020 | 3 |
HT Partners LLC | 3 | 3 | 1.70% | 2.23% | 2.82% | Q4 2014 | Q2 2015 | 3 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 2 |
ARROW FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.10% | 0.39% | 0.68% | Q3 2021 | Q4 2021 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2021 | Q1 2022 | 2 |
BlackDiamond Wealth Management, LLC | 2 | 2 | 0.50% | 0.58% | 0.66% | Q4 2021 | Q1 2022 | 2 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 2 | 2 | 1.41% | 1.51% | 1.62% | Q4 2019 | Q1 2020 | 2 |
TIAA, FSB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Ascent Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.06% | 0.10% | Q4 2021 | Q3 2022 | 2 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 2 |
swisspartners Ltd. | 2 | 2 | 0.22% | 0.25% | 0.29% | Q3 2022 | Q4 2022 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q2 2021 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.14% | 0.25% | 0.36% | Q2 2014 | Q4 2014 | 2 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 2 |
COMERICA SECURITIES INC | 2 | 2 | 0.26% | 0.28% | 0.29% | Q3 2018 | Q4 2018 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q3 2022 | Q4 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Sovereign Financial Group, Inc. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.28% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
PDS Planning, Inc | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 2 |
Torch Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 2 | 0.08% | 0.15% | 0.23% | Q3 2021 | Q4 2021 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Founders Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Geneva Partners, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2021 | Q4 2021 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q4 2021 | Q1 2022 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q4 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Family Management Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 1.43% | 1.57% | 1.71% | Q2 2023 | Q3 2023 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2022 | Q1 2023 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Personal Capital Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.12% | 0.26% | 0.40% | Q2 2021 | Q2 2021 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.53% | 0.59% | 0.66% | Q4 2021 | Q1 2022 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Beaumont Capital Management, LLC | 1 | 1 | 0.26% | 0.28% | 0.30% | Q4 2020 | Q1 2022 | 2 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.06% | 0.08% | 0.11% | Q3 2018 | Q2 2019 | 2 |
Choate Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Signify Wealth | 2 | 2 | 0.17% | 1.44% | 2.71% | Q4 2021 | Q1 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
HNP Capital LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2019 | Q4 2019 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2021 | Q4 2021 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ASPIRIANT HOLDINGS S3, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 |
SUTTON PLACE INVESTORS LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Pictet North America Advisors SA | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2018 | Q3 2018 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
Citizens Business Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2017 | Q4 2017 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Lansing Street Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Coco Enterprises, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Seaside Wealth Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Avion Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PALLADIEM, LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 3.78% | 3.78% | 3.78% | Q4 2020 | Q4 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2021 | Q2 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
Cardinal Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2018 | Q4 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
360 Financial, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2021 | Q4 2021 | 1 |
Covington Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2022 | Q2 2022 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HAP Trading, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Clifford Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Sentinus, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
SPC Financial, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
TDAM USA INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.