Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 93 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.02% | 0.04% | Q1 2009 | Q3 2023 | 62 |
MUFG Americas Holdings Corp | 48 | 48 | 0.07% | 0.27% | 0.46% | Q4 2010 | Q3 2022 | 48 |
HSBC HOLDINGS PLC | 47 | 47 | 0.01% | 0.05% | 0.16% | Q1 2012 | Q3 2023 | 47 |
MCF Advisors LLC | 40 | 7 | 0.07% | 0.82% | 4.59% | Q4 2011 | Q3 2023 | 47 |
Zhang Financial LLC | 47 | 47 | 0.04% | 0.28% | 0.50% | Q1 2012 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.07% | Q1 2012 | Q3 2023 | 47 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.27% | 0.76% | Q2 2013 | Q3 2023 | 46 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q2 2023 | 46 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.10% | 0.15% | 0.26% | Q4 2012 | Q3 2023 | 44 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.05% | 0.08% | Q4 2012 | Q2 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.04% | 0.10% | 0.14% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.03% | 0.09% | 0.13% | Q1 2013 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.02% | 0.18% | 0.65% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.11% | 0.39% | 1.26% | Q1 2013 | Q3 2023 | 43 |
Goelzer Investment Management, Inc. | 43 | 43 | 0.14% | 0.29% | 0.44% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 2.31% | 3.89% | 4.84% | Q1 2013 | Q3 2023 | 43 |
Evensky & Katz LLC | 42 | 42 | 0.06% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Harbour Capital Advisors, LLC | 22 | 8 | 0.20% | 0.33% | 0.60% | Q1 2013 | Q4 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BRIGHTON JONES LLC | 42 | 42 | 0.10% | 0.24% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.04% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.07% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.41% | 0.69% | 1.54% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
MEEDER ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.09% | 0.39% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.11% | 0.19% | 0.25% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.24% | 1.40% | 2.78% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.08% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FIRST UNITED BANK & TRUST | 42 | 42 | 0.17% | 1.04% | 2.10% | Q2 2013 | Q3 2023 | 42 |
Cubic Asset Management, LLC | 42 | 42 | 0.10% | 0.15% | 0.18% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.12% | 0.32% | 0.54% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
INSIGHT 2811, INC. | 42 | 42 | 0.93% | 2.37% | 7.43% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.15% | 0.29% | 0.44% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.08% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.83% | 1.23% | 1.51% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.17% | 0.35% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.11% | 0.46% | 0.80% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.03% | 0.16% | 0.37% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.19% | 0.57% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.04% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Parkside Financial Bank & Trust | 42 | 42 | 0.04% | 0.24% | 1.43% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Telos Capital Management, Inc. | 42 | 42 | 0.26% | 0.42% | 0.66% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.04% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Smith & Howard Wealth Management, LLC | 42 | 42 | 0.10% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
WADE G W & INC | 42 | 42 | 0.22% | 0.39% | 0.51% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.09% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WEDGEWOOD INVESTORS INC /PA/ | 42 | 42 | 0.77% | 1.12% | 1.60% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.03% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 1.36% | 3.77% | 7.13% | Q2 2013 | Q3 2023 | 42 |
MONETA GROUP INVESTMENT ADVISORS LLC | 42 | 42 | 0.05% | 0.20% | 0.27% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.96% | 1.24% | 1.53% | Q2 2013 | Q3 2023 | 42 |
JMG Financial Group, Ltd. | 42 | 42 | 0.45% | 1.66% | 3.62% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 3.60% | 4.78% | 5.78% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Cohen Capital Management, Inc. | 42 | 42 | 0.07% | 0.11% | 0.12% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 41 | 41 | 0.20% | 0.57% | 1.07% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
1834 INVESTMENT ADVISORS CO | 37 | 4 | 0.03% | 0.58% | 1.00% | Q2 2013 | Q3 2023 | 41 |
COURIER CAPITAL LLC | 24 | 17 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.03% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 41 |
AMARILLO NATIONAL BANK | 41 | 41 | 0.63% | 0.97% | 1.55% | Q3 2013 | Q3 2023 | 41 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 41 | 41 | 0.00% | 0.11% | 2.65% | Q3 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.20% | 0.46% | 0.85% | Q2 2013 | Q3 2023 | 41 |
1ST SOURCE BANK | 41 | 41 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.03% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.02% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 41 |
McKinley Carter Wealth Services, Inc. | 27 | 14 | 0.04% | 0.34% | 0.93% | Q2 2013 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.09% | 0.23% | 0.38% | Q3 2013 | Q3 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.02% | 0.20% | 0.60% | Q2 2013 | Q3 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 17 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2023 | 40 |
Capital Analysts, LLC | 40 | 40 | 0.01% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.08% | 0.20% | 0.39% | Q4 2013 | Q3 2023 | 40 |
Heritage Wealth Advisors | 40 | 40 | 1.06% | 4.72% | 11.22% | Q4 2013 | Q3 2023 | 40 |
Polaris Wealth Advisory Group, LLC | 40 | 40 | 0.67% | 2.50% | 12.54% | Q2 2013 | Q1 2023 | 40 |
Pure Financial Advisors, LLC | 22 | 18 | 0.05% | 0.38% | 1.15% | Q2 2013 | Q4 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.09% | 0.18% | Q4 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Thomasville National Bank | 27 | 13 | 0.10% | 0.19% | 0.27% | Q2 2013 | Q3 2023 | 40 |
Baltimore-Washington Financial Advisors, Inc. | 40 | 40 | 0.07% | 0.23% | 0.42% | Q4 2013 | Q3 2023 | 40 |
CAPTRUST FINANCIAL ADVISORS | 26 | 5 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 40 |
Financial Planning & Information Services, Inc. | 40 | 40 | 1.39% | 5.51% | 11.09% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.40% | 0.61% | 0.95% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 40 |
Atlas Brown,Inc. | 39 | 1 | 0.25% | 0.98% | 1.77% | Q2 2013 | Q3 2023 | 40 |
THOMPSON SIEGEL & WALMSLEY LLC | 40 | 40 | 0.00% | 0.12% | 0.71% | Q4 2013 | Q3 2023 | 40 |
Ballentine Partners, LLC | 28 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
MYCIO WEALTH PARTNERS, LLC | 33 | 7 | 0.00% | 0.22% | 0.66% | Q2 2013 | Q3 2023 | 40 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
SAGE FINANCIAL GROUP INC | 40 | 40 | 0.29% | 0.46% | 0.98% | Q4 2013 | Q3 2023 | 40 |
Mathes Company, Inc. | 37 | 2 | 0.14% | 0.27% | 0.66% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.16% | Q1 2014 | Q3 2023 | 39 |
CHOREO, LLC | 39 | 39 | 0.05% | 0.32% | 0.70% | Q1 2014 | Q3 2023 | 39 |
One Capital Management, LLC | 39 | 39 | 0.39% | 2.48% | 3.49% | Q1 2014 | Q3 2023 | 39 |
FRANKLIN RESOURCES INC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 39 |
ALESCO ADVISORS LLC | 39 | 39 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Occidental Asset Management, LLC | 39 | 39 | 1.31% | 2.52% | 4.83% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.02% | 0.06% | 0.09% | Q1 2014 | Q3 2023 | 39 |
Linscomb & Williams, Inc. | 39 | 39 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2023 | 39 |
FIRST MANHATTAN CO. LLC. | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 23 | 6 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 38 |
Northeast Financial Consultants Inc | 38 | 38 | 0.07% | 0.27% | 0.68% | Q2 2014 | Q3 2023 | 38 |
Carnegie Capital Asset Management, LLC | 29 | 1 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 38 |
AMERICAN CENTURY COMPANIES INC | 22 | 1 | 0.03% | 0.26% | 0.40% | Q2 2013 | Q3 2023 | 38 |
Truepoint, Inc. | 26 | 12 | 0.02% | 0.06% | 0.26% | Q3 2013 | Q3 2023 | 38 |
SIGNATUREFD, LLC | 23 | 15 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 38 |
Baker Ellis Asset Management LLC | 38 | 38 | 0.06% | 0.09% | 0.11% | Q2 2014 | Q3 2023 | 38 |
TRUST CO OF VERMONT | 31 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 38 |
LBJ Family Wealth Advisors, Ltd. | 37 | 1 | 6.58% | 9.25% | 10.78% | Q4 2013 | Q4 2023 | 38 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Capital Directions Investment Advisors, LLC | 31 | 7 | 0.06% | 0.12% | 0.24% | Q2 2013 | Q4 2022 | 38 |
FORTE CAPITAL LLC /ADV | 37 | 37 | 1.36% | 2.00% | 2.85% | Q3 2014 | Q3 2023 | 37 |
Allen Investment Management, LLC | 37 | 37 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
Brinker Capital Investments, LLC | 21 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2022 | 36 |
ASSETMARK, INC | 31 | 1 | 0.00% | 0.12% | 1.53% | Q2 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.03% | 0.06% | 0.15% | Q4 2014 | Q3 2023 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.59% | 1.17% | 2.17% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.05% | 0.08% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Plante Moran Financial Advisors, LLC | 24 | 12 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.03% | 0.10% | 0.27% | Q4 2014 | Q3 2023 | 36 |
MAI Capital Management | 36 | 36 | 0.03% | 0.08% | 0.12% | Q4 2014 | Q3 2023 | 36 |
DOWLING & YAHNKE LLC | 36 | 36 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2022 | 36 |
Johnson Financial Group, Inc. | 36 | 36 | 0.01% | 0.18% | 4.66% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 1.20% | 2.95% | 4.45% | Q4 2014 | Q3 2023 | 36 |
Betterment LLC | 36 | 36 | 0.40% | 0.81% | 2.54% | Q4 2014 | Q3 2023 | 36 |
INSPIRION WEALTH ADVISORS, LLC | 36 | 36 | 1.20% | 3.27% | 7.88% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.03% | 0.12% | 0.60% | Q4 2014 | Q3 2023 | 36 |
INVESTMENT PARTNERS, LTD. | 36 | 36 | 1.02% | 1.81% | 3.26% | Q4 2014 | Q3 2023 | 36 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 18 | 18 | 0.16% | 0.33% | 1.61% | Q4 2014 | Q4 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.36% | 0.59% | 0.75% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.05% | 0.08% | 0.11% | Q4 2014 | Q3 2023 | 36 |
BTC Capital Management, Inc. | 15 | 6 | 0.03% | 0.14% | 1.02% | Q3 2014 | Q3 2023 | 35 |
WASHINGTON TRUST Co | 20 | 15 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 35 |
Barrett Asset Management, LLC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 35 |
NATIXIS ADVISORS, L.P. | 30 | 5 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 20 | 15 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.00% | 0.04% | 0.47% | Q2 2013 | Q1 2022 | 35 |
Capital Advisors, Ltd. LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Burt Wealth Advisors | 35 | 35 | 0.07% | 0.09% | 0.14% | Q4 2014 | Q2 2023 | 35 |
NEW SOUTH CAPITAL MANAGEMENT INC | 29 | 6 | 0.01% | 0.28% | 0.95% | Q2 2013 | Q2 2022 | 35 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 34 | 34 | 0.33% | 1.43% | 3.29% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 7 | 0.00% | 0.07% | 0.63% | Q1 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.18% | 1.02% | Q2 2013 | Q3 2023 | 34 |
NorthRock Partners, LLC | 34 | 34 | 0.03% | 3.15% | 8.87% | Q2 2015 | Q3 2023 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.00% | 0.81% | 1.59% | Q2 2013 | Q3 2021 | 34 |
Oakworth Capital, Inc. | 30 | 4 | 0.01% | 0.17% | 1.85% | Q4 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.06% | 0.24% | 0.36% | Q2 2015 | Q3 2023 | 34 |
BROWN BROTHERS HARRIMAN & CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 34 |
ANCHOR CAPITAL ADVISORS LLC | 33 | 1 | 0.01% | 0.31% | 1.74% | Q4 2014 | Q3 2023 | 34 |
BOK Financial Private Wealth, Inc. | 28 | 6 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 34 |
EP Wealth Advisors, LLC | 33 | 33 | 0.03% | 0.14% | 0.57% | Q3 2015 | Q3 2023 | 33 |
ROCKLAND TRUST CO | 33 | 33 | 0.03% | 0.35% | 1.63% | Q3 2015 | Q3 2023 | 33 |
FDx Advisors, Inc. | 32 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 33 |
Domani Wealth, LLC | 33 | 33 | 0.06% | 0.21% | 0.68% | Q1 2015 | Q1 2023 | 33 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 19 | 14 | 0.01% | 0.09% | 0.37% | Q3 2013 | Q3 2023 | 33 |
Parsec Financial Management, Inc. | 33 | 33 | 0.12% | 0.25% | 0.41% | Q1 2015 | Q1 2023 | 33 |
CWM, LLC | 24 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 33 |
SEI INVESTMENTS CO | 22 | 1 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q2 2021 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 33 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.11% | 0.62% | 1.61% | Q4 2015 | Q3 2023 | 32 |
PITTENGER & ANDERSON INC | 32 | 32 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
BADGLEY PHELPS & BELL INC | 28 | 4 | 0.05% | 0.37% | 1.37% | Q2 2013 | Q2 2021 | 32 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32 | 32 | 0.16% | 0.35% | 0.66% | Q4 2015 | Q3 2023 | 32 |
PACIFIC FINANCIAL GROUP INC | 20 | 1 | 0.03% | 0.27% | 0.74% | Q2 2013 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q1 2021 | 32 |
Montecito Bank & Trust | 31 | 1 | 0.05% | 0.14% | 0.74% | Q3 2013 | Q4 2023 | 32 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 32 |
Bartlett & Co. LLC | 16 | 16 | 0.00% | 0.14% | 0.23% | Q4 2015 | Q4 2023 | 32 |
UMB Bank, n.a. | 32 | 32 | 0.20% | 0.55% | 0.83% | Q4 2015 | Q3 2023 | 32 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Bishop & Co Investment Management, LLC | 32 | 32 | 10.10% | 11.34% | 12.44% | Q4 2015 | Q3 2023 | 32 |
HOME FEDERAL BANK OF TENNESSEE | 32 | 32 | 0.57% | 3.14% | 5.16% | Q4 2015 | Q3 2023 | 32 |
Whitegate Investment Counselors, Inc. | 30 | 1 | 0.34% | 0.52% | 0.81% | Q1 2014 | Q3 2023 | 31 |
Carroll Financial Associates, Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2021 | 31 |
KENNEDY CAPITAL MANAGEMENT LLC | 29 | 1 | 0.01% | 0.06% | 0.22% | Q4 2014 | Q3 2023 | 31 |
Gemmer Asset Management LLC | 20 | 11 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q1 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.08% | 0.14% | 0.23% | Q1 2016 | Q3 2023 | 31 |
Neuberger Berman Group LLC | 30 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
SouthState Corp | 20 | 1 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q4 2023 | 31 |
LAZARD ASSET MANAGEMENT LLC | 22 | 9 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 31 |
Frontier Wealth Management LLC | 31 | 31 | 0.01% | 0.39% | 1.22% | Q4 2014 | Q2 2022 | 31 |
Glenview Trust Co | 28 | 1 | 0.02% | 0.07% | 0.14% | Q4 2013 | Q3 2023 | 31 |
Sequoia Financial Advisors, LLC | 31 | 31 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.06% | 0.31% | Q2 2013 | Q3 2020 | 30 |
Rehmann Capital Advisory Group | 8 | 1 | 0.02% | 0.10% | 0.84% | Q4 2011 | Q3 2023 | 30 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 30 | 30 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q4 2020 | 30 |
FCG ADVISORS, LLC | 30 | 30 | 0.33% | 1.02% | 1.90% | Q2 2013 | Q3 2020 | 30 |
FIRST NATIONAL BANK OF OMAHA | 17 | 4 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 30 |
PINNACLE FINANCIAL PARTNERS INC | 30 | 30 | 0.08% | 0.26% | 0.42% | Q2 2016 | Q3 2023 | 30 |
CIBC WORLD MARKET INC. | 15 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 30 |
V Wealth Advisors LLC | 18 | 11 | 0.06% | 0.24% | 2.02% | Q1 2016 | Q2 2023 | 29 |
Allworth Financial LP | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
Trust Co | 29 | 29 | 0.01% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 29 |
Gradient Investments LLC | 24 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
BROWN ADVISORY INC | 28 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 29 |
Kovitz Investment Group Partners, LLC | 29 | 29 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 29 |
SECURITY NATIONAL TRUST CO | 29 | 29 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2021 | 29 |
FIRST CITIZENS BANK & TRUST CO | 28 | 1 | 0.05% | 1.68% | 11.58% | Q2 2015 | Q3 2023 | 29 |
Strategic Wealth Partners Group, LLC | 20 | 9 | 0.01% | 0.14% | 0.31% | Q2 2016 | Q3 2023 | 29 |
Cetera Investment Advisers | 28 | 1 | 0.03% | 0.08% | 0.76% | Q2 2016 | Q3 2023 | 29 |
Cassaday & Co Inc. | 29 | 29 | 0.08% | 2.79% | 26.41% | Q4 2014 | Q4 2021 | 29 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.03% | 0.19% | 1.79% | Q4 2016 | Q3 2023 | 28 |
Hapanowicz & Associates Financial Services, Inc | 28 | 28 | 6.20% | 8.66% | 15.06% | Q4 2016 | Q3 2023 | 28 |
STOCK YARDS BANK & TRUST CO | 14 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 28 |
ACG Wealth | 23 | 1 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2022 | 28 |
DEUTSCHE BANK AG\ | 14 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 28 |
Brookstone Capital Management | 28 | 28 | 0.01% | 0.04% | 0.13% | Q4 2016 | Q3 2023 | 28 |
NORRIS PERNE & FRENCH LLP/MI | 24 | 4 | 0.02% | 0.10% | 0.16% | Q1 2014 | Q3 2021 | 28 |
KCM INVESTMENT ADVISORS LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.10% | 0.71% | 1.16% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Simplicity Solutions, LLC | 14 | 4 | 0.08% | 0.75% | 1.70% | Q3 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.04% | 0.13% | 0.32% | Q4 2016 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.03% | 0.09% | 0.23% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.24% | 0.74% | 2.32% | Q2 2013 | Q4 2019 | 27 |
First Command Bank | 27 | 27 | 0.02% | 0.06% | 0.16% | Q4 2016 | Q2 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.14% | 0.36% | 1.06% | Q1 2017 | Q3 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.05% | 0.16% | Q4 2016 | Q2 2023 | 27 |
NEXT Financial Group, Inc | 14 | 13 | 0.00% | 0.05% | 0.19% | Q3 2014 | Q4 2021 | 27 |
B. Riley Wealth Advisors, Inc. | 14 | 2 | 0.01% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 27 |
Corundum Group, Inc. | 13 | 4 | 2.44% | 3.42% | 4.34% | Q2 2016 | Q3 2023 | 27 |
Regal Investment Advisors LLC | 10 | 1 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 27 |
SUNTRUST BANKS INC | 26 | 26 | 0.19% | 0.31% | 0.43% | Q2 2013 | Q3 2019 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.17% | 0.28% | 0.68% | Q2 2013 | Q3 2023 | 26 |
Family Legacy, Inc. | 24 | 2 | 0.11% | 0.26% | 0.53% | Q1 2017 | Q3 2023 | 26 |
NUANCE INVESTMENTS, LLC | 16 | 1 | 0.01% | 0.11% | 0.55% | Q3 2016 | Q3 2023 | 26 |
Rinet Co LLC | 26 | 26 | 0.65% | 3.41% | 17.05% | Q2 2015 | Q3 2021 | 26 |
COLONY GROUP LLC | 20 | 1 | 0.00% | 0.10% | 0.78% | Q4 2014 | Q3 2023 | 26 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 0.08% | 0.12% | 0.19% | Q2 2013 | Q3 2019 | 26 |
REILLY FINANCIAL ADVISORS, LLC | 14 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 26 |
SHINE INVESTMENT ADVISORY SERVICES INC | 26 | 26 | 0.44% | 0.84% | 1.48% | Q2 2014 | Q3 2020 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.04% | 0.13% | 0.35% | Q2 2017 | Q3 2023 | 26 |
OLD NATIONAL BANCORP /IN/ | 17 | 1 | 0.01% | 0.04% | 0.11% | Q1 2014 | Q3 2023 | 26 |
HBK Sorce Advisory LLC | 26 | 26 | 0.03% | 0.40% | 1.02% | Q2 2017 | Q3 2023 | 26 |
FIRST FINANCIAL CORP /IN/ | 16 | 10 | 0.00% | 0.06% | 0.22% | Q4 2016 | Q3 2023 | 26 |
BESSEMER GROUP INC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.24% | 0.29% | 0.43% | Q2 2013 | Q3 2019 | 26 |
WEBSTER BANK, N. A. | 10 | 6 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2023 | 26 |
PATHSTONE FAMILY OFFICE, LLC | 23 | 2 | 0.01% | 0.05% | 0.67% | Q1 2017 | Q3 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q4 2022 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 2.22% | 7.72% | 11.43% | Q2 2017 | Q2 2023 | 25 |
BALASA DINVERNO & FOLTZ LLC | 12 | 1 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2022 | 25 |
EFG Asset Management (Americas) Corp. | 18 | 7 | 0.02% | 0.41% | 1.38% | Q3 2014 | Q4 2020 | 25 |
BB&T SECURITIES, LLC | 25 | 25 | 0.01% | 0.03% | 0.14% | Q3 2013 | Q3 2019 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.19% | 0.27% | 0.63% | Q4 2015 | Q4 2021 | 25 |
APPLETON PARTNERS INC/MA | 13 | 12 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q4 2023 | 25 |
Sterling Capital Management LLC | 21 | 4 | 0.01% | 0.13% | 1.44% | Q1 2013 | Q3 2019 | 25 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2020 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.05% | 0.20% | 0.64% | Q3 2017 | Q3 2023 | 25 |
Autus Asset Management, LLC | 25 | 25 | 0.06% | 0.10% | 0.17% | Q4 2015 | Q4 2021 | 25 |
Private Ocean, LLC | 13 | 12 | 0.01% | 0.05% | 0.09% | Q4 2013 | Q1 2021 | 25 |
BARCLAYS PLC | 14 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2021 | 25 |
SYM FINANCIAL Corp | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
RPg Family Wealth Advisory, LLC | 15 | 9 | 0.02% | 0.61% | 1.99% | Q2 2017 | Q2 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
WASHINGTON TRUST BANK | 10 | 1 | 0.00% | 0.14% | 1.16% | Q1 2014 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.08% | 0.11% | 0.21% | Q4 2017 | Q3 2023 | 24 |
CADENCE BANK NA | 20 | 4 | 0.18% | 0.27% | 0.38% | Q2 2014 | Q2 2022 | 24 |
LeJeune Puetz Investment Counsel LLC | 24 | 24 | 1.14% | 1.67% | 2.74% | Q2 2017 | Q1 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.02% | 0.08% | 0.30% | Q4 2017 | Q3 2023 | 24 |
Corient Capital Partners, LLC | 24 | 24 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q2 2022 | 24 |
Providence First Trust Co | 24 | 24 | 0.42% | 0.57% | 0.81% | Q2 2017 | Q1 2023 | 24 |
Waverly Advisors, LLC | 20 | 1 | 0.01% | 0.66% | 1.23% | Q3 2013 | Q3 2023 | 24 |
Port Capital LLC | 24 | 24 | 0.05% | 0.36% | 1.35% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.07% | 0.36% | 0.50% | Q4 2017 | Q3 2023 | 24 |
Accredited Investors Inc. | 24 | 24 | 0.04% | 0.41% | 1.50% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.03% | 0.24% | 0.47% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 24 | 24 | 7.12% | 13.59% | 25.71% | Q4 2017 | Q3 2023 | 24 |
CREDIT SUISSE AG/ | 14 | 1 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q2 2022 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2019 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 0.52% | 0.63% | 0.83% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Brandywine Global Investment Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
Perigon Wealth Management, LLC | 7 | 1 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q3 2023 | 24 |
Windsor Wealth Management, Inc. | 24 | 24 | 5.71% | 11.33% | 25.18% | Q4 2017 | Q3 2023 | 24 |
PINNACLE ASSOCIATES LTD | 14 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 24 |
Ancora Advisors LLC | 18 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 24 |
Meridian Wealth Management, LLC | 13 | 11 | 0.03% | 0.39% | 3.14% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.52% | 0.70% | 0.92% | Q4 2017 | Q3 2023 | 24 |
Douglass Winthrop Advisors, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
AMERICAN NATIONAL BANK | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Valmark Advisers, Inc. | 14 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 23 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 19 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2022 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q1 2019 | 23 |
Ironsides Asset Advisors, LLC | 23 | 23 | 1.46% | 2.02% | 2.79% | Q2 2014 | Q4 2019 | 23 |
Evercore Wealth Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2019 | 23 |
Smart Portfolios, LLC | 11 | 1 | 0.04% | 5.97% | 13.05% | Q2 2013 | Q4 2021 | 23 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 4 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 23 |
NORTHERN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.54% | 1.18% | 1.83% | Q2 2013 | Q4 2018 | 23 |
Crescent Grove Advisors, LLC | 12 | 11 | 0.03% | 0.09% | 0.19% | Q2 2017 | Q3 2023 | 23 |
Ballew Advisors, Inc | 23 | 23 | 0.01% | 0.55% | 0.83% | Q1 2018 | Q3 2023 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 23 |
LCNB CORP | 16 | 6 | 0.14% | 0.21% | 0.27% | Q4 2016 | Q2 2022 | 22 |
Hochman Cole Investment Advisors, Inc. | 16 | 6 | 0.11% | 0.15% | 0.19% | Q1 2016 | Q3 2021 | 22 |
Bedel Financial Consulting, Inc. | 22 | 22 | 0.04% | 0.11% | 0.24% | Q1 2018 | Q2 2023 | 22 |
Fiduciary Trust Co International of Pennsylvania | 17 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2020 | 22 |
SIMON QUICK ADVISORS, LLC | 22 | 22 | 0.02% | 0.84% | 1.86% | Q4 2016 | Q1 2022 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2021 | 22 |
BRIDGES INVESTMENT MANAGEMENT INC | 22 | 22 | 0.20% | 0.39% | 0.56% | Q2 2018 | Q3 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.04% | 0.11% | 0.43% | Q4 2017 | Q3 2023 | 22 |
Ruggie Capital Group | 14 | 4 | 0.00% | 0.22% | 1.36% | Q4 2014 | Q3 2020 | 22 |
MISSION WEALTH MANAGEMENT, LP | 14 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.05% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Asset Dedication, LLC | 13 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 21 |
Avantax Planning Partners, Inc. | 13 | 1 | 0.00% | 0.38% | 0.90% | Q1 2018 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.44% | 0.85% | 1.20% | Q1 2015 | Q2 2020 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.04% | 0.14% | 0.26% | Q1 2017 | Q3 2023 | 21 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 1.32% | 5.46% | Q4 2016 | Q3 2023 | 21 |
Ballast, Inc. | 13 | 4 | 0.10% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
Sterling Investment Advisors, Ltd. | 21 | 21 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2022 | 21 |
SVA Wealth Management, LLC | 21 | 21 | 0.04% | 0.08% | 0.13% | Q1 2015 | Q1 2020 | 21 |
NAPLES GLOBAL ADVISORS, LLC | 21 | 21 | 0.06% | 0.10% | 0.13% | Q1 2015 | Q1 2020 | 21 |
DAVENPORT & Co LLC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
FIRST MIDWEST BANK TRUST DIVISION | 20 | 1 | 0.22% | 0.32% | 0.46% | Q1 2015 | Q4 2021 | 21 |
Freestone Capital Holdings, LLC | 21 | 21 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
PRIVATE MANAGEMENT GROUP INC | 21 | 21 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Homrich & Berg | 20 | 1 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q3 2021 | 21 |
BNP PARIBAS FINANCIAL MARKETS | 21 | 21 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2018 | 21 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 7 | 2 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q1 2021 | 21 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.01% | 0.03% | 0.12% | Q4 2013 | Q3 2018 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.06% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 20 |
M Holdings Securities, Inc. | 15 | 5 | 0.03% | 0.20% | 0.44% | Q1 2014 | Q1 2023 | 20 |
Kingsview Wealth Management, LLC | 14 | 6 | 0.04% | 0.06% | 0.10% | Q3 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.33% | 1.12% | 1.69% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2019 | 20 |
Cooper Financial Group | 20 | 20 | 0.11% | 0.22% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Huntington Steele LLC | 20 | 20 | 1.46% | 1.76% | 2.00% | Q2 2013 | Q1 2018 | 20 |
ST GERMAIN D J CO INC | 17 | 3 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2023 | 20 |
GenWealth Group, Inc. | 8 | 1 | 3.06% | 4.69% | 5.51% | Q2 2017 | Q2 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FAS Wealth Partners, Inc. | 20 | 20 | 0.17% | 0.27% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.59% | 0.73% | 0.85% | Q4 2018 | Q3 2023 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 0.29% | 1.17% | 2.13% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.04% | 0.23% | Q1 2018 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.05% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.19% | 0.22% | 0.26% | Q4 2018 | Q3 2023 | 20 |
STRATEGIC WEALTH MANAGEMENT INC | 13 | 1 | 2.11% | 7.07% | 14.48% | Q4 2012 | Q4 2021 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Covenant Partners, LLC | 20 | 20 | 5.87% | 7.19% | 9.11% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.25% | 0.74% | 1.66% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.03% | 0.11% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 0.10% | 0.25% | 0.39% | Q4 2018 | Q3 2023 | 20 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 20 | 20 | 0.04% | 0.06% | 0.07% | Q3 2015 | Q2 2020 | 20 |
Ledyard National Bank | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2018 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
TCI Wealth Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 20 |
Eukles Asset Management | 20 | 20 | 1.07% | 1.27% | 1.48% | Q4 2018 | Q3 2023 | 20 |
RETIREMENT INCOME SOLUTIONS, INC | 12 | 8 | 0.10% | 0.19% | 0.45% | Q2 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.04% | 0.16% | 0.31% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
McCarthy Grittinger Financial Group, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Voya Financial Advisors, Inc. | 20 | 20 | 0.01% | 0.02% | 0.10% | Q2 2016 | Q1 2021 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2020 | 20 |
Investors Research Corp | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 5.75% | 8.46% | 12.21% | Q1 2019 | Q3 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q2 2020 | 19 |
TSFG, LLC | 19 | 19 | 0.08% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.11% | 0.23% | 0.35% | Q4 2017 | Q2 2022 | 19 |
Lido Advisors, LLC | 14 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
MARSHALL FINANCIAL GROUP INC /ADV | 14 | 5 | 0.13% | 0.17% | 0.23% | Q4 2018 | Q3 2023 | 19 |
Vantage Investment Advisors, LLC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2018 | 19 |
TELEMUS CAPITAL, LLC | 15 | 4 | 0.02% | 0.10% | 0.16% | Q1 2015 | Q4 2019 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
GIRARD PARTNERS LTD. | 19 | 19 | 0.15% | 0.29% | 0.50% | Q4 2014 | Q2 2019 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.03% | 0.06% | 0.19% | Q2 2013 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Corbenic Partners LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2017 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
KING LUTHER CAPITAL MANAGEMENT CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
AJ WEALTH STRATEGIES, LLC | 12 | 7 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q2 2023 | 19 |
Advocacy Wealth Management Services, LLC | 9 | 2 | 0.04% | 1.94% | 6.09% | Q2 2013 | Q4 2022 | 19 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 19 |
ROMAN BUTLER FULLERTON & CO | 12 | 7 | 0.15% | 0.19% | 0.28% | Q4 2018 | Q3 2023 | 19 |
BDO Wealth Advisors, LLC | 13 | 1 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q2 2023 | 18 |
Financial Advocates Investment Management | 14 | 4 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 1 | 0.01% | 0.88% | 3.53% | Q4 2016 | Q3 2023 | 18 |
Artemis Wealth Advisors, LLC | 15 | 1 | 0.05% | 0.12% | 0.24% | Q1 2018 | Q3 2023 | 18 |
B. Riley Wealth Management, Inc. | 8 | 4 | 0.00% | 0.21% | 0.42% | Q1 2014 | Q2 2022 | 18 |
RDA Financial Network | 14 | 4 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q3 2023 | 18 |
McAdam, LLC | 15 | 3 | 0.01% | 0.33% | 0.49% | Q1 2018 | Q3 2023 | 18 |
Crestwood Advisors Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
CHURCHILL MANAGEMENT Corp | 12 | 6 | 0.19% | 1.95% | 6.90% | Q2 2013 | Q3 2023 | 18 |
Cerity Partners LLC | 10 | 1 | 0.00% | 0.06% | 0.52% | Q4 2018 | Q3 2023 | 18 |
RELIANCE TRUST CO OF DELAWARE | 11 | 7 | 0.26% | 0.33% | 0.39% | Q2 2013 | Q1 2019 | 18 |
LINCOLN NATIONAL CORP | 18 | 18 | 0.01% | 0.06% | 0.17% | Q2 2019 | Q3 2023 | 18 |
UNITED BANK, INC. | 18 | 18 | 0.12% | 0.14% | 0.21% | Q2 2013 | Q3 2017 | 18 |
MONROE BANK & TRUST/MI | 12 | 3 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q2 2018 | 18 |
Nadler Financial Group, Inc. | 14 | 4 | 0.08% | 0.34% | 0.77% | Q2 2013 | Q1 2023 | 18 |
Biltmore Family Office, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Advisors Preferred, LLC | 5 | 1 | 0.48% | 3.04% | 7.87% | Q1 2014 | Q3 2023 | 18 |
TRAIN BABCOCK ADVISORS LLC | 17 | 1 | 0.12% | 0.16% | 0.22% | Q2 2013 | Q4 2017 | 18 |
Ford Financial Group, LLC | 9 | 9 | 0.12% | 1.16% | 2.94% | Q4 2017 | Q4 2022 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2017 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Connecticut Wealth Management, LLC | 18 | 18 | 0.18% | 0.83% | 1.12% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.56% | 0.80% | 0.93% | Q2 2013 | Q3 2017 | 18 |
WealthShield Partners, LLC | 10 | 8 | 0.04% | 0.23% | 0.66% | Q4 2017 | Q3 2023 | 18 |
Atria Investments, Inc | 10 | 2 | 0.01% | 0.08% | 0.23% | Q1 2016 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.35% | 0.49% | 0.64% | Q2 2019 | Q3 2023 | 18 |
Beacon Pointe Advisors, LLC | 18 | 18 | 0.02% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
ERTS Wealth Advisors, LLC | 15 | 2 | 0.05% | 0.42% | 0.79% | Q4 2018 | Q3 2023 | 17 |
WRAPMANAGER INC | 17 | 17 | 0.09% | 0.24% | 0.39% | Q4 2015 | Q4 2019 | 17 |
DAVIS R M INC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q4 2017 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 0.19% | 0.24% | 0.30% | Q3 2019 | Q3 2023 | 17 |
Foundations Investment Advisors, LLC | 12 | 5 | 0.01% | 0.81% | 8.67% | Q4 2018 | Q3 2023 | 17 |
Prospera Financial Services Inc | 16 | 1 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 17 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2022 | 17 |
FORVIS Wealth Advisors, LLC | 9 | 8 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 17 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 17 | 17 | 0.02% | 0.09% | 0.21% | Q2 2016 | Q2 2020 | 17 |
OXFORD FINANCIAL GROUP, LTD. LLC | 17 | 17 | 0.00% | 0.04% | 0.12% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 7 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 17 |
BKS ADVISORS, LLC | 17 | 17 | 1.01% | 1.09% | 1.21% | Q1 2015 | Q1 2019 | 17 |
ALLIANCEBERNSTEIN L.P. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
ROPES WEALTH ADVISORS LLC | 9 | 8 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q2 2023 | 17 |
CAMG Solamere Management, LLC | 17 | 17 | 0.49% | 0.93% | 1.86% | Q3 2017 | Q3 2021 | 17 |
Haverford Trust Co | 15 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 17 |
O'Brien Wealth Partners LLC | 17 | 17 | 0.19% | 0.97% | 3.99% | Q4 2015 | Q4 2019 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.13% | 0.25% | 0.32% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.11% | 0.13% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Cordant, Inc. | 16 | 16 | 0.41% | 0.53% | 0.77% | Q4 2019 | Q3 2023 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 0.33% | 0.58% | 1.29% | Q4 2019 | Q3 2023 | 16 |
CONNING INC. | 9 | 7 | 0.02% | 0.06% | 0.17% | Q2 2014 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
STEEL GROVE CAPITAL ADVISORS, LLC | 15 | 1 | 0.03% | 0.05% | 0.08% | Q3 2014 | Q3 2018 | 16 |
STEPH & CO | 16 | 16 | 0.04% | 0.13% | 0.19% | Q4 2019 | Q3 2023 | 16 |
BRINKER CAPITAL INC | 7 | 3 | 0.01% | 0.08% | 0.27% | Q1 2016 | Q2 2020 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 16 | 16 | 0.12% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 8.60% | 9.84% | 10.73% | Q4 2019 | Q3 2023 | 16 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q2 2019 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.82% | 1.35% | 2.04% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 5.20% | 6.10% | 8.46% | Q2 2013 | Q1 2017 | 16 |
Archford Capital Strategies, LLC | 10 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 16 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.89% | 1.32% | 2.11% | Q3 2016 | Q3 2023 | 16 |
Anchor Investment Management, LLC | 14 | 2 | 0.00% | 0.02% | 0.02% | Q1 2017 | Q4 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 7.53% | 8.50% | 9.46% | Q4 2019 | Q3 2023 | 16 |
First Financial Bank - Trust Division | 11 | 5 | 0.02% | 0.06% | 0.08% | Q2 2017 | Q4 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.06% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Private Portfolio Partners LLC | 9 | 2 | 0.06% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 0.81% | 0.98% | 1.39% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Advisors, Inc. | 16 | 16 | 0.02% | 0.12% | 0.26% | Q4 2016 | Q3 2020 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.05% | 0.12% | 0.48% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.08% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 1.78% | 2.58% | 3.25% | Q4 2019 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.06% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q2 2022 | 16 |
S. R. Schill & Associates | 16 | 16 | 1.10% | 1.98% | 4.71% | Q4 2014 | Q3 2018 | 16 |
Lindbrook Capital, LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.11% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 16 |
FSA Wealth Management LLC | 16 | 16 | 1.44% | 4.61% | 6.50% | Q4 2019 | Q3 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2018 | 16 |
Firestone Capital Management | 16 | 16 | 0.11% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 1.05% | 1.40% | 1.98% | Q4 2019 | Q3 2023 | 16 |
Winslow, Evans & Crocker, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2020 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.08% | 0.42% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.02% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.03% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
EARNEST PARTNERS LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 12 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 16 |
Horan Securities, Inc. | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 16 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 15 |
Covington Capital Management | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.05% | 0.13% | 0.61% | Q2 2016 | Q4 2019 | 15 |
Alpha Omega Wealth Management LLC | 15 | 15 | 0.05% | 0.07% | 0.09% | Q4 2015 | Q2 2019 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
HOWE & RUSLING INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 15 |
Hanson & Doremus Investment Management | 14 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2022 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.86% | 1.02% | 1.45% | Q1 2018 | Q2 2023 | 15 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 10 | 5 | 0.43% | 4.36% | 11.62% | Q1 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.14% | 0.30% | 0.49% | Q2 2013 | Q4 2016 | 15 |
Nationwide Fund Advisors | 7 | 2 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
SENTINEL ASSET MANAGEMENT, INC. | 15 | 15 | 0.29% | 6.95% | 35.35% | Q4 2014 | Q2 2018 | 15 |
BOURGEON CAPITAL MANAGEMENT LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 15 |
CHEMICAL BANK | 15 | 15 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q2 2019 | 15 |
BRAVE ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.01% | 0.12% | Q4 2013 | Q1 2019 | 15 |
NTV ASSET MANAGEMENT LLC | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Pflug Koory, LLC | 14 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 15 |
CONDOR CAPITAL MANAGEMENT | 15 | 15 | 0.33% | 0.39% | 0.43% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.02% | 0.07% | 0.21% | Q1 2016 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Barrington Strategic Wealth Management Group LLC | 13 | 2 | 0.23% | 0.54% | 0.80% | Q3 2013 | Q3 2017 | 15 |
EATON VANCE MANAGEMENT | 6 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 15 |
IFC Holdings Incorporated/FL | 9 | 3 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2017 | 15 |
Fortis Advisors, LLC | 15 | 15 | 0.00% | 0.05% | 0.09% | Q3 2017 | Q1 2021 | 15 |
Center for Financial Planning, Inc. | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.18% | 0.45% | 0.74% | Q4 2017 | Q2 2021 | 15 |
TOWNSQUARE CAPITAL LLC | 12 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.16% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.99% | 1.48% | 2.42% | Q4 2019 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.11% | 1.43% | 1.82% | Q4 2019 | Q2 2023 | 15 |
SNS Financial Group, LLC | 15 | 15 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 4 | 0.15% | 0.34% | 1.16% | Q4 2019 | Q3 2023 | 15 |
Whitnell & Co. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2019 | 15 |
OARSMAN CAPITAL, INC. | 11 | 4 | 0.09% | 0.12% | 0.16% | Q3 2015 | Q4 2019 | 15 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 11 | 4 | 0.06% | 0.10% | 0.12% | Q1 2014 | Q1 2018 | 15 |
DUBUQUE BANK & TRUST CO | 12 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2018 | 15 |
Csenge Advisory Group | 14 | 1 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 15 |
COUNTRY TRUST BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2023 | 14 |
Key FInancial Inc | 12 | 2 | 0.07% | 0.10% | 0.28% | Q4 2019 | Q3 2023 | 14 |
Essex Financial Services, Inc. | 14 | 14 | 0.05% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.17% | 0.20% | 0.26% | Q4 2018 | Q1 2022 | 14 |
Broadview Financial Management, LLC | 14 | 14 | 0.85% | 1.03% | 1.12% | Q2 2020 | Q3 2023 | 14 |
Cresset Asset Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 14 |
TFG Advisers LLC | 13 | 1 | 0.12% | 0.14% | 0.15% | Q4 2019 | Q3 2023 | 14 |
Farmers & Merchants Trust Co of Chambersburg PA | 10 | 4 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
MONECO Advisors, LLC | 10 | 4 | 0.06% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 14 |
MIDDLETON & CO INC/MA | 9 | 1 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q4 2019 | 14 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.22% | 1.08% | Q2 2015 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.10% | 0.34% | 0.64% | Q2 2020 | Q3 2023 | 14 |
VIRIDIAN RIA, LLC | 12 | 2 | 0.32% | 0.38% | 0.47% | Q3 2018 | Q1 2022 | 14 |
LifePlan Financial Group, Inc | 7 | 7 | 0.00% | 0.74% | 3.79% | Q2 2013 | Q3 2019 | 14 |
Financial Engines Advisors L.L.C. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q1 2023 | 14 |
NWAM LLC | 7 | 3 | 0.02% | 0.15% | 0.47% | Q1 2014 | Q3 2023 | 14 |
Guidance Point Advisors, LLC | 14 | 14 | 0.21% | 0.22% | 0.23% | Q2 2020 | Q3 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.01% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 14 |
Marcum Wealth, LLC | 14 | 14 | 0.06% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Arbor Investment Advisors, LLC | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Newport Wealth Strategies, Inc. | 11 | 3 | 0.19% | 0.96% | 1.80% | Q4 2017 | Q3 2021 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.26% | 1.80% | 2.52% | Q4 2019 | Q1 2023 | 14 |
FULTON BANK, N.A. | 5 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2019 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.08% | 0.10% | 0.12% | Q4 2013 | Q1 2017 | 14 |
PrairieView Partners, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Provident Wealth Management, LLC | 14 | 14 | 0.03% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2023 | 14 |
Investors Capital Advisory Services | 13 | 13 | 0.15% | 0.19% | 0.21% | Q2 2013 | Q2 2016 | 13 |
PRICE T ROWE ASSOCIATES INC /MD/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Berkshire Bank | 13 | 13 | 0.54% | 1.21% | 1.64% | Q3 2020 | Q3 2023 | 13 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q2 2022 | 13 |
BAILARD, INC. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
TimeScale Financial, Inc. | 9 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 13 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 9 | 2 | 0.29% | 1.98% | 3.80% | Q4 2013 | Q4 2017 | 13 |
Kistler-Tiffany Companies, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2023 | 13 |
AlphaMark Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 13 |
NORTHWEST WEALTH MANAGEMENT, LLC | 8 | 5 | 0.17% | 0.19% | 0.25% | Q1 2018 | Q2 2021 | 13 |
NewEdge Advisors, LLC | 10 | 1 | 0.00% | 0.12% | 0.38% | Q2 2017 | Q3 2023 | 13 |
Graypoint LLC | 13 | 13 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Bogart Wealth, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 13 |
First Pacific Financial | 13 | 13 | 0.87% | 1.02% | 1.24% | Q3 2020 | Q3 2023 | 13 |
EVERGREEN CAPITAL MANAGEMENT LLC | 13 | 13 | 0.15% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.23% | 0.61% | 1.81% | Q3 2016 | Q3 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.16% | 0.23% | 0.30% | Q3 2020 | Q3 2023 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2019 | 13 |
Marotta Asset Management | 9 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q4 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
JOYN Advisors, Inc. | 5 | 1 | 0.01% | 0.26% | 1.68% | Q2 2013 | Q4 2018 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.02% | 0.15% | 0.21% | Q2 2013 | Q2 2016 | 13 |
Sageworth Trust Co | 11 | 1 | 0.00% | 0.10% | 0.20% | Q4 2014 | Q4 2022 | 13 |
Capital Advisory Group Advisory Services, LLC | 12 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q2 2022 | 13 |
Zions Bancorporation | 13 | 13 | 2.99% | 4.85% | 8.80% | Q1 2015 | Q1 2018 | 13 |
Stegner Investment Associates Inc. | 13 | 13 | 0.55% | 0.69% | 0.80% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Bryn Mawr Capital Management, LLC | 12 | 1 | 0.02% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
Grove Bank & Trust | 9 | 4 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 13 |
Confluence Wealth Management LLC | 13 | 13 | 0.16% | 0.42% | 0.83% | Q2 2014 | Q2 2017 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Colorado Capital Management, Inc. | 10 | 3 | 0.13% | 0.24% | 0.33% | Q1 2018 | Q2 2021 | 13 |
Providence Capital Advisors, LLC | 7 | 5 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 1 | 0.00% | 0.02% | 0.15% | Q1 2017 | Q4 2021 | 12 |
WEST BANCORPORATION INC | 8 | 4 | 0.08% | 0.75% | 2.06% | Q4 2019 | Q3 2023 | 12 |
Financial Sense Advisors, Inc. | 6 | 3 | 0.12% | 0.28% | 0.56% | Q4 2014 | Q3 2023 | 12 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Boston Partners | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 12 |
DAGCO, INC. | 12 | 12 | 0.13% | 0.36% | 0.50% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Vigilant Capital Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2023 | 12 |
Calamos Wealth Management LLC | 12 | 12 | 0.19% | 0.50% | 1.44% | Q1 2015 | Q4 2017 | 12 |
SIGMA INVESTMENT COUNSELORS INC | 6 | 1 | 0.02% | 0.02% | 0.06% | Q4 2016 | Q2 2023 | 12 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.13% | 0.46% | Q4 2013 | Q3 2023 | 12 |
Savant Capital, LLC | 12 | 12 | 0.02% | 0.17% | 0.40% | Q4 2020 | Q3 2023 | 12 |
GREAT LAKES ADVISORS, LLC | 5 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 12 |
BEAM WEALTH ADVISORS, INC. | 12 | 12 | 0.48% | 3.90% | 6.45% | Q4 2020 | Q3 2023 | 12 |
N.E.W. Advisory Services LLC | 12 | 12 | 0.05% | 0.13% | 0.28% | Q4 2020 | Q3 2023 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Hudock, Inc. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 12 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 11 | 1 | 0.00% | 0.09% | 0.36% | Q1 2017 | Q2 2020 | 12 |
PFG Advisors | 5 | 3 | 0.02% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 12 |
Financial Management Professionals, Inc. | 7 | 1 | 0.00% | 6.10% | 28.23% | Q2 2013 | Q2 2021 | 12 |
JNBA Financial Advisors | 10 | 1 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2018 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Beacon Financial Advisory LLC | 12 | 12 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 12 |
ATWOOD & PALMER INC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2020 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Tarbox Family Office, Inc. | 9 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2022 | 12 |
Delphi Private Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2018 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 5.34% | 11.40% | 19.36% | Q4 2020 | Q3 2023 | 12 |
Evanson Asset Management, LLC | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.19% | 0.36% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 2.49% | 2.65% | 2.89% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.22% | 0.40% | 0.48% | Q4 2020 | Q3 2023 | 12 |
WealthPLAN Partners, LLC | 5 | 1 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q4 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.02% | 0.44% | 0.79% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.50% | 0.67% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 0.46% | 0.54% | 0.57% | Q2 2020 | Q1 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.26% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.51% | 0.75% | 0.99% | Q4 2020 | Q3 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 1.57% | 2.68% | 4.00% | Q4 2020 | Q3 2023 | 12 |
Wealth CMT | 7 | 5 | 1.23% | 2.38% | 5.06% | Q4 2019 | Q4 2022 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.14% | 0.19% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Element Wealth, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.18% | 0.25% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 1 | 0.00% | 0.02% | 0.14% | Q1 2017 | Q4 2022 | 12 |
BTR CAPITAL MANAGEMENT INC | 11 | 11 | 0.11% | 0.12% | 0.14% | Q1 2020 | Q3 2022 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.03% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 11 |
SkyOak Wealth, LLC | 7 | 1 | 0.06% | 0.30% | 1.08% | Q4 2019 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 7 | 4 | 0.05% | 0.07% | 0.07% | Q1 2019 | Q4 2021 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.11% | 0.16% | 0.21% | Q4 2018 | Q2 2021 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.01% | 0.22% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Litman Gregory Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2021 | 11 |
Cornerstone Advisory, LLC | 10 | 1 | 0.03% | 0.56% | 0.98% | Q1 2018 | Q4 2021 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q4 2021 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 1.89% | 1.98% | 2.05% | Q4 2020 | Q3 2023 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.13% | 0.17% | 0.20% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.13% | 0.15% | 0.19% | Q1 2014 | Q1 2017 | 11 |
Lloyd Advisory Services, LLC. | 11 | 11 | 0.15% | 0.17% | 0.20% | Q4 2019 | Q2 2022 | 11 |
IBBOTSON ASSOCIATES INC | 11 | 11 | 0.75% | 1.21% | 1.85% | Q2 2013 | Q4 2015 | 11 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q1 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2020 | 11 |
Bragg Financial Advisors, Inc | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Beaumont Financial Partners, LLC | 4 | 1 | 0.36% | 0.72% | 1.93% | Q2 2013 | Q4 2016 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.56% | 0.90% | 1.34% | Q4 2017 | Q2 2020 | 11 |
3D ASSET MANAGEMENT, INC | 11 | 11 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q4 2015 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 11 |
RWA WEALTH PARTNERS, LLC | 9 | 2 | 0.00% | 0.22% | 0.48% | Q1 2018 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
GREENLEAF TRUST | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 0.08% | 0.23% | 0.36% | Q1 2020 | Q3 2022 | 11 |
Sargent Bickham Lagudis LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2020 | 11 |
Alpha Cubed Investments, LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q1 2023 | 11 |
Clark Capital Management Group, Inc. | 6 | 1 | 0.00% | 0.87% | 4.33% | Q2 2013 | Q2 2023 | 11 |
Wagner Wealth Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q4 2022 | 11 |
HARTFORD INVESTMENT MANAGEMENT CO | 11 | 11 | 0.14% | 0.24% | 0.50% | Q3 2015 | Q1 2018 | 11 |
Tower View Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.03% | 0.06% | 0.11% | Q1 2019 | Q3 2021 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Moors & Cabot, Inc. | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 11 |
LOWE BROCKENBROUGH & CO INC | 11 | 11 | 0.03% | 0.06% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Mariner Wealth Advisors-Cincinnati, LLC | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2018 | 11 |
UNITED BANK | 9 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q2 2020 | 10 |
Summit Financial, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Horst & Graben Wealth Management LLC | 10 | 10 | 0.28% | 0.74% | 1.15% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2020 | 10 |
Mutual Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.06% | 0.31% | 0.82% | Q3 2015 | Q1 2019 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2020 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2017 | 10 |
Modera Wealth Management, LLC | 6 | 4 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.06% | 0.33% | Q3 2020 | Q4 2022 | 10 |
QUEST INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.79% | 1.35% | 1.87% | Q2 2013 | Q3 2015 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.10% | 0.12% | 0.16% | Q2 2013 | Q3 2015 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Bigelow Investment Advisors, LLC | 10 | 10 | 0.29% | 0.62% | 0.98% | Q4 2017 | Q1 2020 | 10 |
Fiera Capital Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.03% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 10 |
Allegheny Financial Group LTD | 10 | 10 | 0.10% | 0.14% | 0.24% | Q2 2021 | Q3 2023 | 10 |
LMCG INVESTMENTS, LLC | 10 | 10 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2015 | 10 |
North Star Investment Management Corp. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Independence Bank of Kentucky | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
GHP Investment Advisors, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Certified Advisory Corp | 9 | 1 | 0.16% | 0.35% | 0.50% | Q2 2020 | Q1 2023 | 10 |
Sound View Wealth Advisors Group, LLC | 10 | 10 | 0.10% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Texas Yale Capital Corp. | 6 | 4 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2019 | 10 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2022 | 10 |
Midwest Professional Planners, LTD. | 3 | 1 | 0.01% | 0.75% | 1.81% | Q4 2017 | Q1 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 9 | 1 | 0.00% | 0.25% | 0.42% | Q1 2019 | Q4 2022 | 10 |
AlphaCore Capital LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
FOSTER & MOTLEY INC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
NatWest Group plc | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q2 2023 | 10 |
GRIMES & COMPANY, INC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 10 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.06% | 0.13% | Q2 2016 | Q3 2023 | 10 |
First Capital Advisors Group, LLC. | 6 | 4 | 0.00% | 0.11% | 0.20% | Q3 2017 | Q2 2023 | 10 |
Stonebridge Capital Advisors LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Permanens Capital L.P. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2021 | 10 |
Chicago Wealth Management, Inc. | 8 | 1 | 3.43% | 5.11% | 5.69% | Q4 2019 | Q1 2023 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 9 |
Insight Advisors, LLC/ PA | 9 | 9 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q4 2022 | 9 |
American Money Management, LLC | 9 | 9 | 0.07% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.15% | 0.37% | 0.45% | Q3 2021 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.30% | 0.65% | 0.78% | Q4 2021 | Q4 2023 | 9 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.24% | 0.74% | 1.08% | Q3 2021 | Q3 2023 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Joel Isaacson & Co., LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Bison Wealth, LLC | 8 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 9 |
Phocas Financial Corp. | 9 | 9 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q3 2022 | 9 |
Kavar Capital Partners, LLC | 3 | 1 | 0.04% | 0.10% | 0.22% | Q4 2013 | Q2 2019 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.11% | Q4 2017 | Q2 2022 | 9 |
Intellectus Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 9 |
Personal Capital Advisors Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 0.25% | 0.28% | 0.41% | Q4 2020 | Q4 2022 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Garde Capital, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Paradigm Financial Partners, LLC | 6 | 3 | 0.16% | 0.25% | 0.38% | Q4 2018 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.02% | 0.14% | Q3 2020 | Q3 2023 | 9 |
HRT FINANCIAL LP | 8 | 1 | 0.00% | 0.03% | 0.12% | Q1 2021 | Q2 2023 | 9 |
Pallas Capital Advisors LLC | 9 | 9 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q2 2023 | 9 |
Delta Investment Management, LLC | 9 | 9 | 0.87% | 1.98% | 4.52% | Q1 2021 | Q1 2023 | 9 |
BREMER TRUST NATIONAL ASSOCIATION | 9 | 9 | 0.04% | 0.06% | 0.06% | Q4 2016 | Q4 2018 | 9 |
VSR Financial Services, Inc. | 9 | 9 | 0.05% | 0.14% | 0.23% | Q2 2013 | Q2 2015 | 9 |
DERBY & COMPANY, INC | 9 | 9 | 1.85% | 2.31% | 2.49% | Q4 2017 | Q4 2019 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 9 |
Diversified Trust Co | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.05% | 0.31% | 0.51% | Q3 2021 | Q3 2023 | 9 |
REINHART PARTNERS, LLC. | 2 | 1 | 0.03% | 0.37% | 1.72% | Q4 2014 | Q4 2022 | 9 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 1 | 0.00% | 0.44% | 3.80% | Q1 2016 | Q1 2020 | 9 |
CPWM, LLC | 8 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Jackson, Grant Investment Advisers, Inc. | 9 | 9 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2019 | 9 |
NORTHSTAR WEALTH PARTNERS LLC | 9 | 9 | 0.10% | 0.15% | 0.19% | Q4 2017 | Q4 2019 | 9 |
SteelBridge Private Wealth Advisors LLC | 9 | 9 | 0.74% | 2.29% | 5.13% | Q1 2016 | Q1 2018 | 9 |
Cypress Wealth Services, LLC | 9 | 9 | 0.08% | 0.09% | 0.11% | Q1 2019 | Q1 2021 | 9 |
Five Oceans Advisors | 9 | 9 | 0.83% | 1.38% | 2.23% | Q3 2021 | Q3 2023 | 9 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 9 | 9 | 0.30% | 1.27% | 2.05% | Q4 2014 | Q4 2016 | 9 |
Archer Investment Corp | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Stokes & Hubbell Capital Management, LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q1 2019 | 9 |
GYL FINANCIAL SYNERGIES, LLC | 5 | 3 | 0.03% | 0.26% | 0.66% | Q2 2019 | Q3 2023 | 8 |
Brand Asset Management Group, Inc. | 7 | 1 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q1 2021 | 8 |
Selective Wealth Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
KilterHowling LLC | 8 | 8 | 0.20% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.02% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
LATHROP INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.04% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Independent Portfolio Consultants, Inc. | 8 | 8 | 0.09% | 0.11% | 0.14% | Q1 2014 | Q4 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.08% | 0.09% | 0.12% | Q2 2013 | Q1 2015 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 1 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q3 2017 | 8 |
Hartford Financial Management Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 8 |
SASCO CAPITAL INC / CT/ | 6 | 2 | 0.01% | 0.35% | 2.05% | Q1 2015 | Q1 2019 | 8 |
Horrell Capital Management, Inc. | 8 | 8 | 0.00% | 0.07% | 0.09% | Q2 2013 | Q1 2015 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.58% | 0.86% | 1.14% | Q4 2018 | Q3 2020 | 8 |
MERIDIAN INVESTMENT COUNSEL INC. | 8 | 8 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BRADLEY FOSTER & SARGENT INC/CT | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Perkins Coie Trust Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2016 | 8 |
BANK OF HAWAII | 8 | 8 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
SSI INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.04% | 0.09% | 0.14% | Q1 2016 | Q4 2017 | 8 |
MATHER GROUP, LLC. | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 3.63% | 3.80% | 4.03% | Q4 2021 | Q3 2023 | 8 |
Triangle Securities Wealth Management | 7 | 1 | 0.02% | 0.16% | 0.19% | Q2 2013 | Q3 2018 | 8 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 0.30% | 0.33% | 0.39% | Q3 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2017 | 8 |
Insight Inv LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.22% | 0.33% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.41% | 0.88% | 1.62% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.28% | 0.54% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Capital Investment Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2023 | 8 |
Widmann Financial Services, Inc. | 8 | 8 | 1.48% | 1.52% | 1.59% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.74% | 0.88% | 1.06% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.22% | 0.24% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Riverview Trust Co | 8 | 8 | 0.03% | 0.20% | 0.30% | Q4 2018 | Q3 2020 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 0.33% | 0.47% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.46% | 0.68% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Dynamic Advisor Solutions LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.16% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.21% | 0.40% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Holland Advisory Services, Inc. | 8 | 8 | 0.47% | 1.09% | 2.36% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.38% | 0.42% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 8 |
Integrated Wealth Management | 7 | 1 | 0.06% | 0.06% | 0.07% | Q1 2015 | Q1 2017 | 8 |
Krilogy Financial LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 8 |
BerganKDV Wealth Management, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Catamount Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 2.16% | 2.31% | 2.50% | Q4 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.15% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 5.37% | 5.80% | 6.79% | Q4 2019 | Q3 2021 | 8 |
Fusion Family Wealth LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Trilogy Capital Inc. | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CreativeOne Wealth, LLC | 8 | 8 | 0.03% | 0.13% | 0.28% | Q3 2021 | Q2 2023 | 8 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 7 |
Camarda Financial Advisors, LLC | 6 | 1 | 0.00% | 0.05% | 0.33% | Q4 2013 | Q4 2015 | 7 |
Bensler, LLC | 7 | 7 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q4 2019 | 7 |
Partnervest Advisory Services LLC | 5 | 2 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q2 2015 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.12% | 0.15% | 0.17% | Q2 2013 | Q4 2014 | 7 |
First Western Trust Bank | 7 | 7 | 0.05% | 0.12% | 0.27% | Q1 2022 | Q3 2023 | 7 |
WESPAC Advisors, LLC | 7 | 7 | 0.36% | 0.50% | 0.62% | Q1 2017 | Q3 2018 | 7 |
Ferris Capital, LLC | 5 | 1 | 0.03% | 0.06% | 0.24% | Q2 2017 | Q2 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Greenwich Wealth Management LLC | 5 | 2 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2016 | 7 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 1 | 0.09% | 2.20% | 5.12% | Q4 2016 | Q3 2018 | 7 |
55I, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
WealthTrust Fairport, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Dana Investment Advisors, Inc. | 7 | 7 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q2 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Cassady Schiller Wealth Management, LLC | 4 | 3 | 0.03% | 0.09% | 0.20% | Q4 2021 | Q3 2023 | 7 |
Cordatus Wealth Management LLC | 7 | 7 | 0.20% | 0.23% | 0.29% | Q4 2018 | Q2 2020 | 7 |
Field & Main Bank | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
Brown Advisory Securities, LLC | 7 | 7 | 0.08% | 0.20% | 0.28% | Q3 2017 | Q1 2019 | 7 |
LifePro Asset Management | 7 | 7 | 0.07% | 0.12% | 0.17% | Q3 2021 | Q1 2023 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 1 | 0.00% | 0.06% | 0.11% | Q2 2016 | Q1 2022 | 7 |
ASSOCIATED BANC-CORP | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 7 |
GeoWealth Management, LLC | 6 | 1 | 0.02% | 0.10% | 0.41% | Q3 2019 | Q4 2021 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2022 | 7 |
SOLARIS ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.33% | 0.48% | Q1 2016 | Q3 2017 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Pegasus Partners Ltd. | 6 | 1 | 0.10% | 0.55% | 1.62% | Q2 2015 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q2 2018 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.28% | 1.21% | 2.77% | Q4 2021 | Q2 2023 | 7 |
Cypress Capital Group | 7 | 7 | 0.04% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Franklin, Parlapiano, Turner & Welch, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2017 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Legacy Advisors, LLC | 5 | 2 | 0.05% | 0.09% | 0.11% | Q3 2017 | Q2 2019 | 7 |
Prime Capital Investment Advisors, LLC | 6 | 1 | 0.01% | 0.08% | 0.13% | Q4 2020 | Q2 2023 | 7 |
CRAMER ROSENTHAL MCGLYNN LLC | 2 | 1 | 0.00% | 0.06% | 0.30% | Q4 2013 | Q4 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Balentine LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q2 2023 | 7 |
TCG Advisors, LP | 7 | 7 | 4.24% | 5.13% | 6.57% | Q4 2018 | Q2 2020 | 7 |
Strategic Equity Management | 4 | 3 | 2.86% | 4.25% | 5.28% | Q2 2021 | Q1 2023 | 7 |
AIRE ADVISORS, LLC | 7 | 7 | 0.05% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Atlantic Union Bankshares Corp | 7 | 7 | 0.09% | 0.10% | 0.11% | Q4 2015 | Q2 2017 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q3 2023 | 7 |
FORT PITT CAPITAL GROUP, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
RHUMBLINE ADVISERS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 7 |
Bank OZK | 4 | 3 | 0.10% | 0.12% | 0.15% | Q4 2016 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q4 2021 | 7 |
West Branch Capital LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Argent Trust Co | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.07% | 0.13% | 0.17% | Q2 2013 | Q4 2014 | 7 |
VANCE WEALTH, INC. | 7 | 7 | 1.50% | 1.92% | 2.23% | Q1 2022 | Q3 2023 | 7 |
ZACKS INVESTMENT MANAGEMENT | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.08% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Regent Investment Management LLC | 6 | 1 | 0.16% | 0.56% | 1.11% | Q2 2013 | Q1 2016 | 7 |
Peloton Wealth Strategists | 4 | 3 | 0.60% | 0.81% | 1.05% | Q1 2019 | Q3 2021 | 7 |
Ascent Group, LLC | 7 | 7 | 0.14% | 0.22% | 0.34% | Q1 2022 | Q3 2023 | 7 |
WISCONSIN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.15% | 0.15% | 0.16% | Q2 2013 | Q4 2014 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
QCI ASSET MANAGEMENT INC/NY | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.01% | 0.18% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q2 2018 | 7 |
Kore Private Wealth LLC | 7 | 7 | 0.01% | 0.10% | 0.13% | Q4 2018 | Q2 2020 | 7 |
PRW Wealth Management LLC | 5 | 1 | 0.14% | 0.20% | 0.27% | Q3 2021 | Q3 2023 | 7 |
CABANA LLC | 4 | 1 | 0.00% | 1.16% | 4.38% | Q1 2018 | Q2 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Summit X, LLC | 6 | 1 | 0.01% | 0.18% | 0.25% | Q2 2017 | Q3 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 0.97% | 1.04% | 1.20% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Essex Private Wealth Management, LLC | 7 | 7 | 0.69% | 0.89% | 0.96% | Q1 2022 | Q3 2023 | 7 |
Compagnie Lombard Odier SCmA | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 7 |
Horizons Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2023 | 7 |
Auxano Advisors, LLC | 5 | 1 | 0.09% | 0.25% | 0.30% | Q1 2022 | Q3 2023 | 6 |
Carl P. Sherr & Co., LLC | 6 | 6 | 0.25% | 0.30% | 0.34% | Q2 2021 | Q3 2022 | 6 |
American Family Insurance Mutual Holding Co | 6 | 6 | 0.77% | 1.16% | 2.38% | Q1 2021 | Q2 2022 | 6 |
Peak Financial Management, Inc. | 4 | 2 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Running Point Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
SCHNEIDER CAPITAL MANAGEMENT CORP | 5 | 1 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2017 | 6 |
GSB Wealth Management, LLC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2023 | 6 |
Ariel Investments | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2023 | 6 |
Altus Wealth Group LLC | 4 | 2 | 0.02% | 0.27% | 0.48% | Q4 2020 | Q3 2023 | 6 |
Paracle Advisors, LLC | 6 | 6 | 0.13% | 0.26% | 0.31% | Q4 2018 | Q1 2020 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.71% | 0.77% | 0.83% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.14% | 0.15% | 0.17% | Q4 2020 | Q1 2022 | 6 |
BALDWIN BROTHERS LLC/MA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 0.24% | 0.28% | 0.34% | Q4 2019 | Q1 2021 | 6 |
Virginia National Bank | 6 | 6 | 0.32% | 0.60% | 0.74% | Q1 2022 | Q2 2023 | 6 |
Golden State Equity Partners | 6 | 6 | 0.37% | 0.48% | 0.62% | Q4 2020 | Q1 2022 | 6 |
Sovereign Financial Group, Inc. | 6 | 6 | 0.08% | 0.16% | 0.27% | Q3 2021 | Q4 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 1.76% | 1.92% | 2.09% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Karp Capital Management Corp | 5 | 1 | 0.00% | 0.64% | 0.82% | Q4 2014 | Q4 2018 | 6 |
Biltmore Capital Advisors LLC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q4 2021 | 6 |
Tradewinds Capital Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 6 |
Knott David M Jr | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HWG Holdings LP | 2 | 2 | 0.00% | 0.20% | 0.90% | Q1 2021 | Q4 2022 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Evergreen Wealth Solutions, LLC | 6 | 6 | 0.22% | 0.43% | 0.84% | Q2 2022 | Q3 2023 | 6 |
MA Private Wealth | 6 | 6 | 0.09% | 0.29% | 0.56% | Q4 2018 | Q1 2020 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.06% | 0.15% | 0.22% | Q4 2015 | Q1 2017 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.17% | 0.20% | 0.23% | Q2 2013 | Q3 2014 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.24% | 0.26% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Beaird Harris Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Affiance Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Investment Advisory Group, LLC | 6 | 6 | 0.19% | 0.22% | 0.26% | Q4 2021 | Q1 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Annex Advisory Services, LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q4 2013 | Q1 2015 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.09% | 0.13% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Kovack Advisors, Inc. | 6 | 6 | 0.64% | 1.06% | 1.34% | Q2 2014 | Q3 2015 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.07% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
TIEDEMANN ADVISORS, LLC | 5 | 1 | 0.01% | 0.03% | 0.03% | Q1 2019 | Q1 2022 | 6 |
Sterneck Capital Management, LLC | 4 | 2 | 0.15% | 0.22% | 0.29% | Q1 2015 | Q3 2018 | 6 |
GERMAN AMERICAN BANCORP, INC. | 6 | 6 | 0.48% | 0.66% | 0.71% | Q2 2022 | Q3 2023 | 6 |
FundX Investment Group, LLC | 3 | 1 | 0.12% | 5.10% | 14.12% | Q2 2013 | Q1 2017 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.42% | 0.46% | 0.50% | Q2 2013 | Q3 2014 | 6 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2023 | 6 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q4 2017 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Maryland Capital Management | 6 | 6 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Arden Trust Co | 4 | 1 | 0.03% | 0.13% | 0.25% | Q2 2019 | Q4 2021 | 6 |
FOSTER DYKEMA CABOT & CO INC/MA | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2014 | Q3 2015 | 6 |
COUNTRY CLUB BANK /GFN | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
GUGGENHEIM CAPITAL LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.07% | Q1 2019 | Q4 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
UBS AG | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
SHUFRO ROSE & CO LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 6 |
Pinion Investment Advisors, LLC | 6 | 6 | 0.19% | 0.23% | 0.29% | Q2 2022 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q1 2019 | 6 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 6 |
STEWARD CAPITAL MANAGEMENT/ | 6 | 6 | 2.00% | 3.99% | 4.92% | Q2 2013 | Q3 2014 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
VOYA INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2016 | 6 |
KEELEY ASSET MANAGEMENT CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 6 |
Wealthfront Advisers LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Bridgewater Advisors Inc. | 5 | 5 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q2 2022 | 5 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
WELCH & FORBES LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q3 2018 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MARCO INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q1 2015 | 5 |
CSS LLC/IL | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
MONETARY MANAGEMENT GROUP INC | 5 | 5 | 0.15% | 0.16% | 0.16% | Q3 2022 | Q3 2023 | 5 |
MASON STREET ADVISORS, LLC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q4 2013 | Q4 2014 | 5 |
Cadence Bank | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Hills Bank & Trust Co | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Ironwood Investment Counsel, LLC | 4 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Stanford Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.11% | 0.15% | 0.21% | Q2 2013 | Q2 2014 | 5 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.11% | 0.27% | Q1 2021 | Q4 2022 | 5 |
Cobble Hill Financial Services, INC | 5 | 5 | 0.07% | 0.98% | 4.54% | Q3 2013 | Q3 2014 | 5 |
Northwest Bancshares, Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 5 |
USCA RIA LLC | 5 | 5 | 0.82% | 1.22% | 1.84% | Q4 2014 | Q4 2015 | 5 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q4 2018 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.61% | 0.67% | 0.74% | Q2 2013 | Q2 2014 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.02% | 0.08% | 0.10% | Q2 2013 | Q2 2014 | 5 |
Clarkston Capital Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Main Management LLC | 5 | 5 | 1.56% | 1.66% | 1.71% | Q4 2018 | Q4 2019 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q1 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 5 |
Pensionmark Financial Group, LLC | 2 | 1 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q1 2023 | 5 |
Regal Wealth Group, Inc. | 5 | 5 | 0.28% | 1.68% | 3.78% | Q2 2021 | Q2 2022 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2015 | Q3 2016 | 5 |
Hefty Wealth Partners | 5 | 5 | 0.44% | 1.25% | 3.14% | Q4 2015 | Q4 2016 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.49% | 0.65% | 0.88% | Q4 2020 | Q4 2021 | 5 |
Arthur Zaske & Associates, LLC | 5 | 5 | 0.51% | 0.68% | 0.98% | Q3 2016 | Q3 2017 | 5 |
Independent Advisor Alliance | 4 | 1 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 5 |
Main Management ETF Advisors, LLC | 5 | 5 | 5.05% | 5.28% | 5.47% | Q4 2018 | Q4 2019 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2021 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q4 2023 | 5 |
Altium Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Landmark Bank | 5 | 5 | 0.06% | 0.15% | 0.19% | Q4 2018 | Q4 2019 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q4 2018 | Q4 2019 | 5 |
Costello Asset Management, INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2021 | 5 |
Cedar Brook Financial Partners, LLC | 5 | 5 | 0.15% | 0.19% | 0.24% | Q4 2018 | Q4 2019 | 5 |
Human Investing LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 5 |
Western Wealth Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 5 |
Lake Point Wealth Management | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 5 |
VERUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.00% | 0.06% | 0.19% | Q4 2019 | Q3 2022 | 5 |
PFG Private Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
JSF Financial, LLC | 5 | 5 | 0.34% | 0.55% | 1.32% | Q2 2022 | Q2 2023 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.04% | 0.07% | 0.15% | Q4 2019 | Q4 2020 | 5 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Prosperity Planning, Inc. | 5 | 5 | 0.28% | 0.31% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Continuum Advisory, LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.01% | 0.44% | 1.61% | Q4 2020 | Q3 2023 | 5 |
SOA Wealth Advisors, LLC. | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 5 |
Capital Group Private Client Services, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NFJ INVESTMENT GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
DB Fitzpatrick & Co, Inc | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 2 | 0.00% | 0.11% | 0.40% | Q1 2022 | Q3 2023 | 5 |
KENFARB & CO. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Intergy Private Wealth, LLC | 5 | 5 | 0.28% | 0.37% | 0.51% | Q3 2022 | Q3 2023 | 5 |
SBK Financial, Inc. | 5 | 5 | 1.80% | 2.32% | 2.59% | Q4 2021 | Q4 2022 | 5 |
Simplicity Wealth,LLC | 5 | 5 | 0.33% | 3.26% | 4.22% | Q3 2022 | Q3 2023 | 5 |
LOWERY THOMAS, LLC | 5 | 5 | 1.56% | 1.77% | 2.06% | Q4 2021 | Q4 2022 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.68% | 0.82% | 0.92% | Q4 2021 | Q4 2022 | 5 |
W ADVISORS, LLC | 3 | 1 | 0.18% | 0.30% | 0.47% | Q4 2021 | Q3 2023 | 5 |
GRAND WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 1.36% | 1.52% | 1.74% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.17% | 0.19% | 0.20% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.40% | 0.44% | 0.50% | Q4 2022 | Q4 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.08% | 0.10% | 0.10% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q2 2021 | 5 |
BANK OF THE WEST | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2018 | 5 |
LEGG MASON, INC. | 5 | 5 | 0.74% | 9.85% | 13.22% | Q3 2016 | Q3 2017 | 5 |
FIRST MERCHANTS CORP | 4 | 1 | 0.01% | 0.06% | 0.22% | Q1 2015 | Q1 2022 | 5 |
First Bancorp, Inc /ME/ | 5 | 5 | 0.26% | 0.27% | 0.27% | Q3 2022 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.48% | 0.56% | 0.67% | Q2 2013 | Q2 2014 | 5 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Cascade Investment Advisors, Inc. | 4 | 4 | 0.07% | 0.07% | 0.09% | Q4 2019 | Q3 2020 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 4 |
REBALANCE, LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Leisure Capital Management | 2 | 1 | 0.16% | 0.27% | 0.51% | Q4 2019 | Q4 2022 | 4 |
ADE, LLC | 4 | 4 | 0.51% | 0.52% | 0.54% | Q4 2022 | Q3 2023 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
McGinn Penninger Investment Management, Inc. | 4 | 4 | 0.16% | 0.18% | 0.23% | Q4 2020 | Q3 2021 | 4 |
COWA, LLC | 2 | 1 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q1 2023 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Hilltop Holdings Inc. | 3 | 1 | 0.05% | 0.94% | 1.92% | Q1 2017 | Q3 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
First PREMIER Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Armbruster Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
FULLER & THALER ASSET MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kalos Management, Inc. | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q2 2023 | 4 |
One Day In July LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Bristlecone Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2023 | 4 |
Timber Hill LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2018 | 4 |
Dorsey Wright & Associates | 2 | 2 | 0.12% | 0.27% | 0.44% | Q2 2014 | Q1 2017 | 4 |
TCF National Bank | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q2 2020 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Virtue Capital Management, LLC | 2 | 2 | 0.00% | 0.22% | 0.50% | Q4 2017 | Q4 2022 | 4 |
West Oak Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Lee Financial Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Old North State Trust, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
JFB Holdings Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Wealth Alliance | 3 | 1 | 0.04% | 0.13% | 0.25% | Q1 2020 | Q4 2022 | 4 |
COMERICA SECURITIES INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q4 2019 | 4 |
MidWestOne Financial Group, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
MACQUARIE GROUP LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q3 2013 | Q3 2020 | 4 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2022 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.12% | 0.13% | 0.13% | Q3 2017 | Q2 2018 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Argentus Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 4 |
TD Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
RIVERSVILLE CAPITAL, INC. | 4 | 4 | 2.90% | 6.05% | 14.46% | Q2 2013 | Q1 2014 | 4 |
ARGI Investment Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.07% | 0.65% | 2.38% | Q4 2022 | Q3 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.92% | 1.86% | 2.54% | Q4 2022 | Q3 2023 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 1.22% | 1.31% | 1.37% | Q4 2022 | Q3 2023 | 4 |
Apella Capital, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q4 2023 | 4 |
BANK OF NOVA SCOTIA | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.35% | 0.40% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.35% | 0.36% | 0.37% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 1.89% | 1.93% | 1.96% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.11% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.24% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.51% | 2.36% | 4.22% | Q4 2022 | Q3 2023 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 2.33% | 4.80% | 10.38% | Q4 2022 | Q3 2023 | 4 |
Heritage Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
ADVISORY RESEARCH INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2015 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.22% | 0.26% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 3.78% | 3.89% | 4.04% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.14% | 0.23% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Noven Financial Group, Inc. | 2 | 1 | 1.90% | 5.97% | 10.17% | Q4 2015 | Q1 2020 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Jackson Wealth Management, LLC | 2 | 2 | 0.49% | 1.33% | 2.27% | Q4 2014 | Q1 2017 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.03% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q4 2017 | 4 |
MID CONTINENT CAPITAL LLC/IL | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Red Door Wealth Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q4 2021 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.21% | 0.28% | 0.33% | Q4 2022 | Q3 2023 | 4 |
KANAWHA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Warwick Investment Management, Inc. | 4 | 4 | 0.31% | 0.34% | 0.36% | Q4 2022 | Q3 2023 | 4 |
WESTWOOD HOLDINGS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 4 |
Aprio Wealth Management, LLC | 4 | 4 | 0.41% | 1.20% | 2.01% | Q2 2021 | Q1 2022 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 4 |
Samalin Investment Counsel, LLC | 3 | 1 | 0.03% | 0.15% | 0.22% | Q4 2019 | Q1 2021 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 1 | 3.02% | 5.29% | 8.76% | Q2 2016 | Q2 2017 | 4 |
Horizon Investments, LLC | 4 | 4 | 0.03% | 0.03% | 0.05% | Q3 2013 | Q2 2014 | 4 |
Faithward Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 0.07% | 0.13% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
First Ascent Asset Management, LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Forum Financial Management, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Forum Private Client Group LLC | 3 | 1 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q2 2023 | 4 |
NewFocus Financial Group, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q1 2020 | Q4 2020 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 4 |
NICOLET BANKSHARES INC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q3 2018 | 4 |
Charles Carroll Financial Partners, LLC | 4 | 4 | 1.37% | 1.72% | 1.96% | Q4 2021 | Q3 2022 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 0.13% | 0.54% | 1.60% | Q1 2023 | Q4 2023 | 4 |
Riverpoint Wealth Management Holdings, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Riggs Asset Managment Co. Inc. | 3 | 1 | 0.00% | 0.09% | 0.36% | Q4 2019 | Q4 2021 | 4 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 4 |
Truadvice, LLC | 4 | 4 | 0.08% | 0.14% | 0.29% | Q3 2020 | Q2 2021 | 4 |
Caprock Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q2 2021 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 4 |
CX Institutional | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 3 |
Centerpoint Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 3 |
Strategic Family Wealth Counselors, L.L.C. | 3 | 3 | 0.39% | 0.40% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
EVOKE WEALTH, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q3 2022 | Q1 2023 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2022 | 3 |
WP Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2021 | 3 |
HCR Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
GREENWOOD GEARHART INC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Horizon Wealth Management, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q2 2022 | 3 |
Simmons Bank | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.02% | 0.20% | 0.30% | Q1 2021 | Q4 2021 | 3 |
Johanson Financial Advisors, Inc. | 3 | 3 | 0.11% | 0.12% | 0.12% | Q2 2019 | Q4 2019 | 3 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
Galvin, Gaustad & Stein, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Gratus Capital, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
Hayden Royal, LLC | 2 | 1 | 0.12% | 0.16% | 0.25% | Q1 2021 | Q4 2021 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2020 | Q2 2021 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Hedeker Wealth, LLC | 1 | 1 | 0.01% | 0.08% | 0.12% | Q4 2014 | Q4 2015 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q2 2023 | 3 |
ROVIN CAPITAL /UT/ /ADV | 3 | 3 | 1.32% | 1.51% | 1.70% | Q1 2021 | Q3 2021 | 3 |
Dakota Wealth Management | 2 | 1 | 0.03% | 0.07% | 0.10% | Q1 2018 | Q4 2019 | 3 |
FormulaFolio Investments, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2020 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
KB FINANCIAL PARTNERS, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 3 |
FolioMetrix LLC | 3 | 3 | 0.36% | 0.98% | 2.16% | Q4 2014 | Q2 2015 | 3 |
Level Financial Advisors | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Ameritas Investment Partners, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2019 | 3 |
THEORY FINANCIAL LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Covenant Multifamily Offices, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2019 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Amplius Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.06% | 0.08% | Q4 2021 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Cordasco Financial Network | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
American Trust | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 3 |
Aveo Capital Partners, LLC | 2 | 1 | 0.03% | 0.16% | 0.42% | Q4 2016 | Q3 2023 | 3 |
Lowe Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2019 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Alexandria Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 3 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 3 |
WEST MICHIGAN ADVISORS, LLC | 2 | 1 | 0.08% | 0.18% | 0.23% | Q4 2021 | Q2 2023 | 3 |
Jolley Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Merriman Wealth Management, LLC | 3 | 3 | 2.45% | 4.15% | 5.38% | Q2 2013 | Q4 2013 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q4 2021 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Ruedi Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.17% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Strategic Income Management, LLC | 3 | 3 | 2.22% | 2.24% | 2.27% | Q4 2014 | Q2 2015 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.19% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 1.31% | 1.40% | 1.49% | Q4 2022 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.27% | 0.38% | 0.60% | Q4 2022 | Q2 2023 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 | 3 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.18% | 0.21% | 0.25% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.84% | 0.87% | 0.91% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WFA Asset Management Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.24% | 0.58% | 0.80% | Q4 2021 | Q2 2022 | 3 |
Sigma Investment Management Co | 2 | 1 | 17.25% | 17.77% | 18.57% | Q2 2013 | Q2 2014 | 3 |
CAPITAL GUARDIAN TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 3 |
Financial Advantage, Inc. | 2 | 1 | 0.01% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 3 |
DRW Securities, LLC | 2 | 1 | 0.35% | 0.57% | 0.71% | Q2 2013 | Q1 2014 | 3 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3 | 3 | 0.00% | 0.18% | 0.27% | Q3 2017 | Q1 2018 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 3 | 1.14% | 1.28% | 1.43% | Q4 2020 | Q2 2021 | 3 |
Reynders McVeigh Capital Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q2 2020 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q4 2019 | 3 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
GFS Advisors, LLC | 2 | 1 | 0.01% | 0.11% | 0.27% | Q1 2016 | Q1 2017 | 3 |
Apriem Advisors | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2018 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q4 2013 | 3 |
L & S Advisors Inc | 2 | 1 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q4 2019 | 3 |
First Washington CORP | 3 | 3 | 0.14% | 0.21% | 0.24% | Q2 2013 | Q4 2013 | 3 |
Madison Scottsdale, LC | 3 | 3 | 0.43% | 0.44% | 0.45% | Q2 2013 | Q4 2013 | 3 |
Keel Point, LLC | 2 | 1 | 0.06% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 3 |
Ionic Capital Management LLC | 2 | 2 | 0.01% | 0.21% | 0.40% | Q3 2015 | Q4 2015 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Edgemoor Investment Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.05% | 0.16% | 0.35% | Q1 2016 | Q3 2016 | 3 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
GW CAPITAL INC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q4 2015 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.22% | 0.23% | 0.25% | Q2 2013 | Q4 2013 | 3 |
Personal Wealth Partners | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
LITTLE HOUSE CAPITAL LLC | 3 | 3 | 0.13% | 2.61% | 3.89% | Q2 2022 | Q4 2022 | 3 |
Frisch Financial Group, Inc. | 3 | 3 | 0.19% | 0.19% | 0.20% | Q4 2018 | Q2 2019 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 3 |
Braver Wealth Management, LLC | 1 | 1 | 0.74% | 0.97% | 1.20% | Q3 2015 | Q1 2016 | 2 |
Quent Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 2 |
Auour Investments LLC | 2 | 2 | 1.28% | 1.29% | 1.30% | Q2 2023 | Q3 2023 | 2 |
Weatherstone Capital Management | 2 | 2 | 0.55% | 0.59% | 0.62% | Q2 2013 | Q3 2013 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Wechter Feldman Wealth Management, Inc. | 2 | 2 | 5.83% | 6.12% | 6.42% | Q4 2016 | Q1 2017 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q1 2014 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q1 2019 | 2 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q2 2022 | Q4 2022 | 2 |
J. W. Coons Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 3.36% | 3.45% | 3.53% | Q2 2023 | Q3 2023 | 2 |
Lyons Wealth Management, LLC. | 1 | 1 | 0.22% | 0.22% | 0.23% | Q2 2013 | Q1 2014 | 2 |
J2 Capital Management Inc | 1 | 1 | 0.48% | 0.62% | 0.77% | Q4 2021 | Q2 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
McNaughton Wealth Management, LLC | 2 | 2 | 0.24% | 0.34% | 0.42% | Q4 2019 | Q1 2020 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Operose Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2012 | Q2 2012 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Aurora Private Wealth, Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
Bremer Bank National Association | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Sterling Investment Counsel, LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q1 2022 | Q2 2022 | 2 |
Financial Partners Group, Inc | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Bellwether Advisors, LLC | 1 | 1 | 0.39% | 1.62% | 2.85% | Q1 2023 | Q3 2023 | 2 |
Legacy Financial Strategies, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Winchester Group Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2015 | Q1 2017 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2015 | 2 |
Investmark Advisory Group LLC | 1 | 1 | 0.14% | 0.48% | 0.82% | Q4 2021 | Q4 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2018 | Q1 2019 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.32% | 0.35% | 0.38% | Q2 2014 | Q3 2014 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
IRON Financial LLC | 2 | 2 | 0.29% | 0.32% | 0.35% | Q2 2019 | Q3 2019 | 2 |
Epstein & White Financial LLC | 2 | 2 | 0.20% | 0.78% | 1.36% | Q4 2017 | Q1 2018 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.78% | 0.80% | 0.82% | Q3 2016 | Q4 2016 | 2 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.07% | 0.14% | Q2 2015 | Q1 2017 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q1 2023 | 2 |
BBVA USA | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.90% | 0.93% | 0.96% | Q4 2014 | Q1 2015 | 2 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 2 | 2 | 0.22% | 0.36% | 0.50% | Q2 2013 | Q3 2013 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.11% | 0.16% | 0.22% | Q1 2017 | Q2 2017 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Pointe Capital Management LLC | 1 | 1 | 0.07% | 0.55% | 1.03% | Q4 2016 | Q1 2023 | 2 |
Madison Wealth Partners, Inc | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Essex Savings Bank | 1 | 1 | 0.05% | 0.08% | 0.12% | Q2 2019 | Q4 2019 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q2 2017 | 2 |
MADISON INVESTMENT HOLDINGS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 2 |
Intersect Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Alaska Permanent Capital Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.04% | 0.08% | Q3 2021 | Q4 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Farmers National Bank | 2 | 2 | 0.25% | 0.26% | 0.26% | Q1 2019 | Q2 2019 | 2 |
Granite Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Formidable Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
STRALEM & CO INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
JACKSON SQUARE CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Portfolio Strategies Inc | 1 | 1 | 1.23% | 1.32% | 1.41% | Q2 2014 | Q4 2016 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2021 | 2 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q2 2019 | 2 |
CBIZ Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Perceptive Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Capital Planning Advisors, LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q1 2015 | Q2 2015 | 2 |
J.P. Turner & Co Capital Mnagement, LLC | 2 | 2 | 0.19% | 0.21% | 0.22% | Q2 2015 | Q3 2015 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.01% | 0.28% | 0.55% | Q4 2022 | Q1 2023 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2018 | Q3 2018 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 2 |
PEOPLES FINANCIAL SERVICES CORP. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Facet Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MOULTON WEALTH MANAGEMENT, INC | 2 | 2 | 0.42% | 0.49% | 0.55% | Q1 2021 | Q2 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Tactical Allocation Group LLC | 2 | 2 | 3.89% | 4.31% | 4.73% | Q3 2013 | Q4 2013 | 2 |
Ironwood Financial, llc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 2 |
All Season Financial Advisors, Inc. | 2 | 2 | 2.86% | 3.66% | 4.46% | Q4 2021 | Q1 2022 | 2 |
SHELTON WEALTH MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
CERTUITY, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 4.83% | 4.83% | 4.83% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2023 | Q1 2023 | 1 |
United Community Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Morton Capital Management LLC/CA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Drexel Morgan & Co. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2015 | Q1 2015 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2008 | Q4 2008 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q4 2019 | Q4 2019 | 1 |
CornerStone Partners LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2019 | Q4 2019 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 4.27% | 4.27% | 4.27% | Q2 2013 | Q2 2013 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2017 | Q4 2017 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Westwind Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Barton Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2018 | Q3 2018 | 1 |
HNP Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Patriot Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
StoneX Group Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Hillman Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Navalign, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Baron Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2020 | Q4 2020 | 1 |
Alambic Investment Management, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
CGN Advisors LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Orgel Wealth Management, LLC | 1 | 1 | 3.84% | 3.84% | 3.84% | Q4 2016 | Q4 2016 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 2.71% | 2.71% | 2.71% | Q2 2021 | Q2 2021 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Prostatis Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2021 | Q1 2021 | 1 |
TCW GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Bickling Financial Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Legacy Wealth Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Neumann Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Twin Lakes Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Wilmington Funds Management Corp | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2014 | Q2 2014 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Arvest Bank Trust Division | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 4.91% | 4.91% | 4.91% | Q1 2017 | Q1 2017 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Alliance Wealth Management Group | 1 | 1 | 4.33% | 4.33% | 4.33% | Q4 2015 | Q4 2015 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2016 | Q3 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q3 2015 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Strong Tower Advisory Services | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2021 | Q3 2021 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Summit Equities Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Sapience Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
STEINBERG ASSET MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2020 | Q2 2020 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2020 | Q3 2020 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
MWA Asset Management | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2023 | Q3 2023 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Biechele Royce Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
MAS Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TCWP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2014 | Q3 2014 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
TEALWOOD ASSET MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2014 | Q1 2014 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Prosperity Consulting Group, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2021 | Q4 2021 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IBERIABANK CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2019 | Q4 2019 | 1 |
BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RELATIONAL INVESTORS LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2013 | Q2 2013 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
MOGY JOEL R INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 3.01% | 3.01% | 3.01% | Q4 2019 | Q4 2019 | 1 |
Menard Financial Group LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2019 | Q4 2019 | 1 |
TDAM USA INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
STALEY CAPITAL ADVISERS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 3.66% | 3.66% | 3.66% | Q3 2015 | Q3 2015 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2015 | Q4 2015 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Keeley-Teton Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
Breakwater Capital Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Resource Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Robbie L. Kennerson P.A., Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Delta Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
LWS Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 3.29% | 3.29% | 3.29% | Q1 2019 | Q1 2019 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.