Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 80 |
Arbor Investment Advisors, LLC | 52 | 52 | 0.04% | 0.77% | 1.82% | Q4 2010 | Q3 2023 | 52 |
HUNTINGTON NATIONAL BANK | 22 | 4 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 49 |
Steigerwald, Gordon & Koch Inc. | 48 | 48 | 0.06% | 0.85% | 2.21% | Q4 2011 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.16% | 0.44% | 0.77% | Q4 2010 | Q3 2022 | 48 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.02% | 0.06% | Q1 2012 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.02% | 0.07% | Q1 2012 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 46 |
Capital Analysts, LLC | 44 | 44 | 0.00% | 0.25% | 1.10% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.03% | 0.09% | 0.16% | Q4 2012 | Q3 2023 | 44 |
Creative Planning | 42 | 42 | 0.00% | 0.18% | 0.47% | Q2 2013 | Q3 2023 | 44 |
Veritable, L.P. | 43 | 43 | 0.11% | 0.20% | 0.29% | Q4 2012 | Q2 2023 | 43 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.08% | 0.68% | Q1 2013 | Q3 2023 | 43 |
American Investment Services, Inc. | 42 | 42 | 0.07% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.50% | 1.17% | 1.77% | Q2 2013 | Q3 2023 | 42 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 0.06% | 0.35% | 1.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Courage Miller Partners, LLC | 42 | 42 | 0.12% | 0.88% | 2.15% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.14% | 0.41% | 0.70% | Q2 2013 | Q3 2023 | 42 |
Ifrah Financial Services, Inc. | 42 | 42 | 1.12% | 1.51% | 1.84% | Q2 2013 | Q3 2023 | 42 |
1834 INVESTMENT ADVISORS CO | 42 | 42 | 0.09% | 0.17% | 0.76% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BANK OF STOCKTON | 42 | 42 | 0.84% | 2.38% | 4.81% | Q2 2013 | Q3 2023 | 42 |
Parkside Financial Bank & Trust | 42 | 42 | 0.18% | 0.43% | 0.84% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.07% | 0.34% | 0.70% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.20% | 0.79% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.03% | 0.16% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 1.13% | 1.99% | 3.30% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.04% | 0.17% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Windsor Capital Management, LLC | 42 | 42 | 0.07% | 0.45% | 1.56% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.05% | 1.59% | 4.42% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Goldstein Munger & Associates | 42 | 42 | 0.15% | 2.42% | 3.26% | Q3 2010 | Q4 2020 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WATERS PARKERSON & CO., LLC | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.06% | 0.32% | 1.20% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.05% | 0.48% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.02% | 0.22% | 0.54% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
COMMERCE BANK | 30 | 11 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.00% | 0.06% | 0.64% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.04% | 0.18% | 0.36% | Q4 2013 | Q4 2023 | 41 |
JANE STREET GROUP, LLC | 23 | 1 | 0.00% | 0.01% | 0.15% | Q1 2014 | Q3 2022 | 41 |
BAILARD, INC. | 31 | 10 | 0.05% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 41 |
BlackRock Inc. | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.04% | 0.16% | 0.32% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.11% | 0.76% | 1.99% | Q4 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.07% | 0.18% | 0.32% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 40 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 40 | 40 | 0.01% | 0.07% | 0.24% | Q3 2013 | Q2 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 39 | 39 | 0.03% | 0.09% | 0.44% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
LINCOLN NATIONAL CORP | 39 | 39 | 0.04% | 0.08% | 0.17% | Q1 2014 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.03% | 0.12% | 0.91% | Q2 2013 | Q4 2022 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2022 | 38 |
Cetera Advisors LLC | 21 | 1 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 38 |
Twele Capital Management, Inc. | 38 | 38 | 0.44% | 1.48% | 2.25% | Q2 2013 | Q3 2022 | 38 |
Sandy Spring Bank | 21 | 17 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
M&T BANK CORP | 23 | 15 | 0.00% | 0.28% | 0.59% | Q1 2014 | Q3 2023 | 38 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.01% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 38 |
McCutchen Group LLC | 38 | 38 | 0.30% | 0.54% | 0.94% | Q2 2013 | Q3 2022 | 38 |
Plante Moran Financial Advisors, LLC | 38 | 38 | 0.00% | 0.03% | 0.14% | Q2 2014 | Q3 2023 | 38 |
Sequoia Financial Advisors, LLC | 33 | 4 | 0.01% | 0.05% | 0.18% | Q1 2014 | Q3 2023 | 37 |
Roof Eidam Maycock Peralta, LLC | 36 | 36 | 0.10% | 0.21% | 0.42% | Q4 2014 | Q3 2023 | 36 |
OLD SECOND NATIONAL BANK OF AURORA | 36 | 36 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
DT Investment Partners, LLC | 23 | 1 | 0.01% | 1.51% | 5.41% | Q2 2013 | Q3 2023 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.39% | 1.05% | 3.34% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 36 |
Texas Yale Capital Corp. | 36 | 36 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.01% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.06% | 0.13% | 0.46% | Q2 2013 | Q1 2022 | 36 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
ENTERPRISE FINANCIAL SERVICES CORP | 36 | 36 | 0.01% | 1.16% | 2.44% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.56% | 0.88% | 1.38% | Q4 2014 | Q3 2023 | 36 |
Dakota Wealth Management | 36 | 36 | 0.03% | 1.39% | 3.07% | Q4 2014 | Q3 2023 | 36 |
FCA CORP /TX | 35 | 35 | 0.44% | 1.12% | 1.82% | Q2 2013 | Q4 2021 | 35 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.08% | 0.60% | Q3 2013 | Q3 2023 | 35 |
Coastline Trust Co | 19 | 16 | 0.03% | 0.08% | 0.22% | Q2 2013 | Q3 2022 | 35 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 26 | 9 | 0.01% | 0.07% | 0.16% | Q2 2014 | Q3 2023 | 35 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 35 | 35 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 35 |
Diversified Portfolios, Inc. | 28 | 7 | 0.06% | 0.31% | 0.69% | Q4 2014 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 35 |
FMR LLC | 21 | 14 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 35 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 34 |
MONETA GROUP INVESTMENT ADVISORS LLC | 34 | 34 | 0.12% | 0.27% | 0.49% | Q2 2015 | Q3 2023 | 34 |
MCF Advisors LLC | 34 | 34 | 0.01% | 0.22% | 1.24% | Q4 2011 | Q1 2020 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2021 | 34 |
LBMC INVESTMENT ADVISORS, LLC | 34 | 34 | 1.80% | 3.41% | 6.18% | Q2 2015 | Q3 2023 | 34 |
Mariner, LLC | 34 | 34 | 0.02% | 0.10% | 0.34% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.01% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 34 |
St. Johns Investment Management Company, LLC | 33 | 33 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q1 2022 | 33 |
NICOLET BANKSHARES INC | 32 | 32 | 0.10% | 0.16% | 0.38% | Q4 2015 | Q3 2023 | 32 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.04% | 0.13% | 0.31% | Q2 2013 | Q1 2021 | 32 |
BANQUE PICTET & CIE SA | 32 | 32 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q3 2021 | 32 |
FUKOKU MUTUAL LIFE INSURANCE Co | 32 | 32 | 0.57% | 1.13% | 1.96% | Q4 2015 | Q3 2023 | 32 |
Glenview Trust Co | 28 | 1 | 0.01% | 0.07% | 0.17% | Q4 2012 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.11% | 0.33% | 0.64% | Q2 2013 | Q1 2021 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 1.58% | 2.26% | 3.38% | Q1 2016 | Q3 2023 | 31 |
One Capital Management, LLC | 25 | 6 | 0.05% | 0.74% | 1.48% | Q1 2014 | Q3 2023 | 31 |
Evercore Wealth Management, LLC | 21 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Homrich & Berg | 25 | 6 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2021 | 31 |
Sharkey, Howes & Javer | 16 | 1 | 0.04% | 0.27% | 1.55% | Q1 2015 | Q3 2023 | 30 |
Whitegate Investment Counselors, Inc. | 20 | 1 | 0.04% | 0.10% | 0.40% | Q1 2014 | Q3 2023 | 30 |
Gradient Investments LLC | 17 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 30 |
Asset Dedication, LLC | 17 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 30 |
Partnervest Advisory Services LLC | 30 | 30 | 0.18% | 0.32% | 0.46% | Q2 2013 | Q3 2020 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.03% | 0.11% | 0.23% | Q3 2014 | Q4 2021 | 30 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10 | 1 | 0.01% | 0.05% | 0.34% | Q1 2014 | Q2 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q4 2020 | 29 |
Gunma Bank,Ltd. | 22 | 7 | 1.17% | 10.79% | 18.27% | Q2 2016 | Q3 2023 | 29 |
Carroll Financial Associates, Inc. | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 29 |
ASSOCIATED BANC-CORP | 28 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2021 | 29 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22 | 2 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q1 2023 | 29 |
Focused Wealth Management, Inc | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 28 |
Cetera Investment Advisers | 28 | 28 | 0.09% | 0.25% | 0.48% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Madden Advisory Services, Inc. | 28 | 28 | 0.06% | 1.19% | 1.92% | Q2 2013 | Q1 2020 | 28 |
BOKF, NA | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2023 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.05% | 0.14% | 0.30% | Q2 2013 | Q1 2020 | 28 |
PENINSULA ASSET MANAGEMENT INC | 28 | 28 | 1.32% | 1.79% | 2.56% | Q2 2013 | Q1 2020 | 28 |
DEUTSCHE BANK AG\ | 22 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 28 |
RAYMOND JAMES TRUST N.A. | 13 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.07% | 0.18% | 0.41% | Q4 2016 | Q3 2023 | 28 |
NewEdge Advisors, LLC | 28 | 28 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
FIRST NATIONAL TRUST CO | 24 | 2 | 0.01% | 0.12% | 0.27% | Q2 2013 | Q1 2022 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 28 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
3D ASSET MANAGEMENT, INC | 27 | 27 | 0.07% | 0.20% | 0.49% | Q2 2013 | Q4 2019 | 27 |
SYNOVUS FINANCIAL CORP | 17 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2019 | 27 |
CWM, LLC | 10 | 1 | 0.00% | 0.15% | 1.17% | Q3 2015 | Q3 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 27 |
HOLDERNESS INVESTMENTS CO | 27 | 27 | 0.10% | 0.21% | 0.35% | Q1 2017 | Q3 2023 | 27 |
ARS Investment Partners, LLC | 14 | 13 | 0.03% | 0.08% | 0.14% | Q4 2016 | Q3 2023 | 27 |
REGIONS FINANCIAL CORP | 27 | 27 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
B. Riley Wealth Advisors, Inc. | 18 | 1 | 0.01% | 0.04% | 0.12% | Q4 2013 | Q2 2022 | 27 |
First Allied Advisory Services, Inc. | 13 | 2 | 0.01% | 0.02% | 0.11% | Q2 2013 | Q3 2020 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 27 |
Ballentine Partners, LLC | 26 | 26 | 0.16% | 0.49% | 1.21% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 26 |
JOYN Advisors, Inc. | 23 | 3 | 0.04% | 0.81% | 3.35% | Q2 2013 | Q4 2019 | 26 |
PITTENGER & ANDERSON INC | 25 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2020 | 26 |
Bridgeworth, LLC | 23 | 3 | 0.12% | 0.27% | 0.54% | Q4 2016 | Q3 2023 | 26 |
HOLLENCREST CAPITAL MANAGEMENT | 26 | 26 | 0.22% | 0.30% | 0.38% | Q4 2013 | Q1 2020 | 26 |
Baird Financial Group, Inc. | 24 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2023 | 26 |
Summit Financial Strategies, Inc. | 25 | 25 | 0.09% | 0.27% | 0.46% | Q4 2014 | Q4 2020 | 25 |
BARCLAYS PLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 25 |
ROPES WEALTH ADVISORS LLC | 24 | 1 | 0.02% | 0.08% | 0.18% | Q1 2015 | Q4 2021 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.02% | 0.13% | Q4 2016 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 25 |
Sigma Planning Corp | 13 | 12 | 0.01% | 0.04% | 0.13% | Q4 2014 | Q3 2022 | 25 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 25 |
Parallax Volatility Advisers, L.P. | 19 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 25 |
JFS WEALTH ADVISORS, LLC | 25 | 25 | 0.04% | 0.10% | 0.16% | Q3 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.03% | 0.10% | 0.31% | Q2 2017 | Q2 2023 | 25 |
Allworth Financial LP | 23 | 2 | 0.00% | 0.01% | 0.12% | Q1 2014 | Q3 2023 | 25 |
Horan Securities, Inc. | 11 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q2 2023 | 25 |
FIRST TRUST ADVISORS LP | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 25 |
Bartlett & Co. LLC | 10 | 7 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2023 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 24 |
jvl associates llc | 24 | 24 | 0.57% | 1.00% | 1.25% | Q4 2017 | Q3 2023 | 24 |
JOHNSON INVESTMENT COUNSEL INC | 16 | 8 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2019 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.05% | 0.15% | 0.30% | Q4 2017 | Q3 2023 | 24 |
MASSMUTUAL TRUST CO FSB/ADV | 17 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 24 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 0.12% | 0.22% | 0.34% | Q4 2017 | Q3 2023 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 0.08% | 0.14% | 0.23% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.25% | 0.44% | 0.70% | Q4 2017 | Q3 2023 | 24 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Atria Investments, Inc | 19 | 1 | 0.02% | 0.06% | 0.21% | Q2 2013 | Q4 2019 | 23 |
BB&T SECURITIES, LLC | 22 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.10% | 0.23% | 0.38% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q1 2019 | 23 |
Cornerstone Management, Inc. | 22 | 22 | 0.42% | 1.58% | 2.61% | Q4 2014 | Q1 2020 | 22 |
Voya Financial Advisors, Inc. | 22 | 22 | 0.01% | 0.03% | 0.09% | Q4 2015 | Q1 2021 | 22 |
FIRST NATIONAL BANK OF OMAHA | 21 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2018 | 22 |
Colorado Capital Management, Inc. | 19 | 3 | 0.12% | 0.24% | 0.49% | Q4 2015 | Q2 2022 | 22 |
Sowell Financial Services LLC | 10 | 2 | 0.02% | 0.08% | 0.18% | Q4 2016 | Q3 2023 | 22 |
Johnson Financial Group, Inc. | 22 | 22 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2019 | 22 |
PFG Advisors | 17 | 5 | 0.02% | 0.14% | 0.45% | Q4 2017 | Q3 2023 | 22 |
BTC Capital Management, Inc. | 21 | 1 | 0.08% | 0.12% | 0.16% | Q1 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 18 | 3 | 0.09% | 0.27% | 0.46% | Q2 2018 | Q3 2023 | 21 |
Mosaic Financial Partners, Inc. | 21 | 21 | 0.33% | 0.61% | 0.87% | Q2 2013 | Q2 2018 | 21 |
Freedom Investment Management, Inc. | 20 | 1 | 0.02% | 0.18% | 0.33% | Q1 2013 | Q4 2019 | 21 |
Sterling Investment Advisors, Ltd. | 14 | 3 | 0.02% | 0.22% | 0.36% | Q4 2016 | Q3 2023 | 21 |
Arrow Investment Advisors, LLC | 10 | 1 | 1.28% | 5.39% | 9.67% | Q2 2013 | Q2 2022 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 0.12% | 0.22% | 0.33% | Q4 2017 | Q4 2022 | 21 |
VERITY Wealth Advisors | 21 | 21 | 0.46% | 0.55% | 0.71% | Q4 2018 | Q4 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 14 | 7 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2021 | 21 |
ASPIRIANT, LLC | 15 | 1 | 0.02% | 0.06% | 0.21% | Q2 2013 | Q2 2022 | 21 |
Capital Planning Advisors, LLC | 20 | 20 | 0.20% | 2.61% | 3.78% | Q4 2018 | Q3 2023 | 20 |
Alley Co LLC | 20 | 20 | 0.78% | 1.06% | 1.30% | Q2 2013 | Q1 2018 | 20 |
Private Ocean, LLC | 20 | 20 | 0.05% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
SUNTRUST BANKS INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
BURKE & HERBERT BANK & TRUST CO | 20 | 20 | 0.25% | 0.33% | 0.42% | Q2 2013 | Q1 2018 | 20 |
Regis Management CO LLC | 20 | 20 | 0.37% | 0.50% | 0.70% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.36% | 1.45% | 2.71% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.09% | 0.14% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Advisors Asset Management, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.09% | 0.25% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Kalos Management, Inc. | 9 | 3 | 0.03% | 0.35% | 0.91% | Q4 2015 | Q2 2023 | 20 |
Prospera Financial Services Inc | 5 | 1 | 0.00% | 0.08% | 0.30% | Q2 2013 | Q1 2022 | 19 |
Capital Investment Advisory Services, LLC | 16 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 19 |
First Heartland Consultants, Inc. | 17 | 2 | 0.09% | 0.30% | 0.65% | Q2 2013 | Q1 2018 | 19 |
CADENCE BANK NA | 9 | 1 | 0.07% | 0.09% | 0.18% | Q1 2015 | Q2 2022 | 19 |
Miracle Mile Advisors, LLC | 15 | 4 | 0.18% | 0.27% | 0.54% | Q2 2015 | Q2 2020 | 19 |
CREDIT SUISSE AG/ | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2017 | 19 |
Corbenic Partners LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
FULTON BREAKEFIELD BROENNIMAN LLC | 19 | 19 | 1.01% | 1.26% | 1.52% | Q2 2013 | Q4 2017 | 19 |
Clearstead Advisors, LLC | 16 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 19 |
NORTHEAST INVESTMENT MANAGEMENT | 19 | 19 | 0.18% | 0.21% | 0.27% | Q2 2013 | Q4 2017 | 19 |
Bremer Bank National Association | 19 | 19 | 0.06% | 0.26% | 0.49% | Q1 2019 | Q3 2023 | 19 |
NORTHWEST WEALTH MANAGEMENT, LLC | 19 | 19 | 0.17% | 0.45% | 0.70% | Q1 2018 | Q3 2022 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.38% | 0.61% | 0.94% | Q1 2019 | Q3 2023 | 19 |
Autus Asset Management, LLC | 16 | 3 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q4 2021 | 19 |
OneDigital Investment Advisors LLC | 18 | 1 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q1 2022 | 19 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 5 | 0.00% | 0.03% | 0.27% | Q4 2013 | Q2 2020 | 18 |
New Capital Management LP | 18 | 18 | 0.03% | 0.47% | 0.80% | Q4 2016 | Q1 2021 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2017 | 18 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 18 | 18 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q3 2017 | 18 |
Vivaldi Capital Management LP | 18 | 18 | 0.07% | 0.46% | 1.02% | Q4 2018 | Q1 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AlphaMark Advisors, LLC | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2017 | 18 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 18 |
AE Wealth Management LLC | 15 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 18 |
SENTRY INVESTMENT MANAGEMENT LLC | 18 | 18 | 1.32% | 1.59% | 1.84% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q3 2017 | 18 |
Windsor Financial Group, LLC | 17 | 17 | 0.60% | 0.75% | 1.23% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Essex Financial Services, Inc. | 17 | 17 | 0.14% | 0.18% | 0.21% | Q2 2013 | Q2 2017 | 17 |
Tolleson Wealth Management, Inc. | 17 | 17 | 0.12% | 0.45% | 1.37% | Q3 2019 | Q3 2023 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
IFG Advisors, LLC | 17 | 17 | 3.33% | 4.55% | 6.89% | Q3 2019 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 1 | 0.01% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 17 |
FIFTH THIRD SECURITIES, INC. | 9 | 1 | 0.06% | 0.33% | 1.98% | Q3 2016 | Q3 2023 | 17 |
MYCIO WEALTH PARTNERS, LLC | 14 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 17 |
FDx Advisors, Inc. | 7 | 2 | 0.01% | 0.09% | 0.47% | Q2 2014 | Q3 2022 | 17 |
Dorsey Wright & Associates | 4 | 1 | 0.60% | 2.21% | 4.90% | Q2 2013 | Q2 2022 | 17 |
OmniStar Financial Group, Inc. | 17 | 17 | 0.72% | 0.85% | 0.94% | Q4 2017 | Q4 2021 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 17 |
Choate Investment Advisors | 13 | 4 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.78% | 1.43% | 2.36% | Q2 2013 | Q2 2017 | 17 |
IMA Wealth, Inc. | 14 | 3 | 0.01% | 0.53% | 2.55% | Q2 2013 | Q4 2018 | 17 |
FIRST NATIONAL CORP /MA/ /ADV | 15 | 2 | 0.00% | 0.25% | 0.50% | Q4 2018 | Q3 2023 | 17 |
Financial Insights, Inc. | 16 | 1 | 0.12% | 0.33% | 0.44% | Q2 2019 | Q3 2023 | 17 |
Hanson & Doremus Investment Management | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 1.30% | 1.68% | 2.11% | Q4 2019 | Q3 2023 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 0.17% | 0.50% | 0.90% | Q4 2019 | Q3 2023 | 16 |
1ST SOURCE BANK | 11 | 5 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q1 2020 | 16 |
Cerity Partners LLC | 16 | 16 | 0.01% | 0.29% | 1.06% | Q4 2019 | Q3 2023 | 16 |
Cordant, Inc. | 16 | 16 | 0.14% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 16 |
BROWN ADVISORY INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
OPPENHEIMER & CO INC | 15 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2022 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 0.45% | 0.91% | 2.04% | Q4 2019 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Chicago Partners Investment Group LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2023 | 16 |
COMERICA SECURITIES,INC. | 14 | 1 | 0.01% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 16 |
EP Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
COMERICA SECURITIES INC | 11 | 5 | 0.03% | 0.30% | 0.91% | Q2 2014 | Q4 2018 | 16 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 3 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 16 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 11 | 5 | 0.09% | 0.17% | 0.31% | Q4 2018 | Q2 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.24% | 0.28% | 0.30% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.24% | 0.31% | 0.44% | Q2 2013 | Q1 2017 | 16 |
Archer Investment Corp | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL FINANCIAL INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SG Americas Securities, LLC | 8 | 2 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q4 2018 | 16 |
BlackRock Fund Advisors | 15 | 15 | 0.08% | 0.13% | 0.19% | Q2 2013 | Q4 2016 | 15 |
Capital Asset Advisory Services LLC | 12 | 3 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Garde Capital, Inc. | 12 | 3 | 0.03% | 0.26% | 0.55% | Q2 2019 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2020 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.08% | 0.61% | 0.95% | Q4 2019 | Q2 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Hudock, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
Glovista Investments LLC | 15 | 15 | 0.04% | 0.07% | 0.12% | Q3 2013 | Q1 2017 | 15 |
DOHJ, LLC | 15 | 15 | 0.13% | 0.42% | 0.98% | Q4 2019 | Q2 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Aft, Forsyth & Sober, LLC | 15 | 15 | 0.23% | 2.10% | 6.02% | Q2 2013 | Q4 2016 | 15 |
FIRST HAWAIIAN BANK | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 15 |
Modera Wealth Management, LLC | 15 | 15 | 0.02% | 0.08% | 0.19% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Rehmann Capital Advisory Group | 9 | 6 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q4 2022 | 15 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 15 | 15 | 0.15% | 0.42% | 0.62% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.11% | Q2 2016 | Q4 2019 | 15 |
RAY GERALD L & ASSOCIATES LTD | 15 | 15 | 0.06% | 0.13% | 0.29% | Q1 2014 | Q3 2017 | 15 |
INTEGRATED WEALTH COUNSEL, LLC | 15 | 15 | 0.06% | 0.26% | 1.03% | Q2 2013 | Q4 2016 | 15 |
Virtu KCG Holdings LLC | 13 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2017 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
MONEYWISE, INC. | 14 | 14 | 0.35% | 1.11% | 2.06% | Q2 2019 | Q3 2022 | 14 |
NewSquare Capital LLC | 14 | 14 | 0.00% | 0.41% | 0.82% | Q2 2016 | Q3 2019 | 14 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 5 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2022 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Virtu Financial LLC | 5 | 1 | 0.03% | 0.13% | 0.33% | Q3 2013 | Q4 2019 | 14 |
BROWN BROTHERS HARRIMAN & CO | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 14 |
NVWM, LLC | 10 | 4 | 0.00% | 0.20% | 0.65% | Q4 2018 | Q2 2023 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 14 |
CHOREO, LLC | 11 | 3 | 0.01% | 0.04% | 0.07% | Q3 2014 | Q3 2023 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
Camelot Portfolios, LLC | 10 | 4 | 0.11% | 0.17% | 0.28% | Q2 2013 | Q4 2016 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Psagot Value Holdings Ltd. | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2016 | 14 |
BAR HARBOR WEALTH MANAGEMENT | 14 | 14 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q4 2019 | 14 |
PRIVATE TRUST CO NA | 7 | 2 | 0.01% | 0.05% | 0.12% | Q1 2013 | Q3 2022 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Foundations Investment Advisors, LLC | 14 | 14 | 0.05% | 0.25% | 0.40% | Q2 2020 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.02% | 0.05% | 0.13% | Q1 2020 | Q2 2023 | 14 |
Pinnacle Bancorp, Inc. | 14 | 14 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q3 2022 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.03% | 0.09% | 0.24% | Q4 2017 | Q1 2021 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2022 | 14 |
McNaughton Wealth Management, LLC | 14 | 14 | 1.41% | 3.40% | 4.05% | Q2 2020 | Q3 2023 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.14% | 0.25% | 0.39% | Q2 2013 | Q3 2016 | 14 |
Emerson Wealth, LLC | 13 | 13 | 0.26% | 0.43% | 0.68% | Q2 2019 | Q2 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.04% | 0.06% | 0.09% | Q4 2013 | Q4 2016 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q2 2017 | 13 |
Simmons Bank | 5 | 3 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q1 2022 | 13 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2017 | 13 |
WEBSTER BANK, N. A. | 10 | 3 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 13 |
Larson Financial Group LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.18% | 0.45% | 0.62% | Q3 2016 | Q3 2019 | 13 |
Premise Capital, LLC | 13 | 13 | 0.01% | 4.54% | 16.30% | Q4 2015 | Q4 2018 | 13 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2019 | 13 |
Merriman Wealth Management, LLC | 4 | 2 | 0.30% | 1.46% | 2.56% | Q2 2014 | Q3 2018 | 13 |
TIEDEMANN ADVISORS, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 13 |
MILLIE CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.17% | 0.80% | 1.54% | Q4 2014 | Q4 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.19% | 0.25% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.02% | 0.06% | 0.11% | Q1 2017 | Q1 2021 | 13 |
Integrated Advisors Network LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
COZAD ASSET MANAGEMENT INC | 12 | 12 | 0.03% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 11 | 1 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q3 2018 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Connecticut Wealth Management, LLC | 12 | 12 | 0.95% | 1.55% | 1.97% | Q4 2020 | Q3 2023 | 12 |
Semmax Financial Advisors Inc. | 7 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 12 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.06% | 0.15% | Q1 2015 | Q1 2021 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 12 |
Accel Wealth Management | 12 | 12 | 0.00% | 0.02% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2017 | 12 |
SEI INVESTMENTS CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 12 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.21% | 1.16% | Q2 2014 | Q3 2023 | 12 |
Joel Isaacson & Co., LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2016 | 12 |
Biltmore Family Office, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.37% | 0.93% | 1.42% | Q4 2020 | Q3 2023 | 12 |
THOMPSON DAVIS & CO., INC. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Newton One Investments LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
GABLES CAPITAL MANAGEMENT INC. | 12 | 12 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q1 2021 | 12 |
SII INVESTMENTS INC/WI | 12 | 12 | 0.06% | 0.42% | 1.42% | Q1 2015 | Q4 2017 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.06% | 0.27% | Q4 2020 | Q3 2023 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 0.19% | 0.30% | 0.40% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
SP Asset Management | 6 | 6 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q3 2022 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 12 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
HARVEST CAPITAL MANAGEMENT INC | 10 | 1 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q2 2016 | 11 |
Barrett Asset Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 11 | 0.29% | 0.42% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Sunbelt Securities, Inc. | 10 | 1 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Argent Trust Co | 9 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 11 |
VSR Financial Services, Inc. | 11 | 11 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q2 2016 | 11 |
BAHL & GAYNOR INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q1 2023 | 11 |
Simplicity Solutions, LLC | 7 | 1 | 0.00% | 0.21% | 0.57% | Q4 2015 | Q2 2020 | 11 |
Lehman Financial Resources, Inc. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q3 2015 | 11 |
MAIRS & POWER INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.02% | 0.24% | 0.60% | Q4 2020 | Q2 2023 | 11 |
WOLVERINE TRADING, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 11 |
CYPRESS CAPITAL MANAGEMENT LLC | 11 | 11 | 0.06% | 0.07% | 0.09% | Q4 2014 | Q2 2017 | 11 |
QUEST INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2022 | 11 |
SATOVSKY ASSET MANAGEMENT LLC | 11 | 11 | 0.11% | 0.33% | 1.56% | Q4 2020 | Q2 2023 | 11 |
Crossvault Capital Management LLC | 11 | 11 | 0.15% | 0.22% | 0.27% | Q2 2015 | Q4 2017 | 11 |
Concert Wealth Management Inc. | 8 | 2 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2016 | 11 |
Cresset Asset Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Advisors Preferred, LLC | 4 | 1 | 0.00% | 0.56% | 3.30% | Q2 2014 | Q3 2021 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.00% | 0.05% | 0.28% | Q2 2013 | Q4 2015 | 11 |
Klingman & Associates, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
VAUGHAN & Co SECURITIES, INC. | 10 | 10 | 0.23% | 0.43% | 0.64% | Q4 2019 | Q1 2022 | 10 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q1 2016 | 10 |
Orin Green Financial, LLC | 9 | 1 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q2 2023 | 10 |
FIRST FOUNDATION ADVISORS | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2022 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Waldron Private Wealth LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MONROE BANK & TRUST/MI | 5 | 5 | 0.00% | 0.26% | 1.53% | Q2 2013 | Q4 2015 | 10 |
Valeo Financial Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 10 |
Global Financial Private Capital, Inc | 10 | 10 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q2 2019 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
JAG CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.10% | 0.11% | 0.14% | Q2 2014 | Q4 2016 | 10 |
WealthTrust Fairport, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Baltimore-Washington Financial Advisors, Inc. | 10 | 10 | 0.13% | 0.22% | 0.36% | Q4 2013 | Q1 2016 | 10 |
Midwest Professional Planners, LTD. | 8 | 2 | 0.06% | 0.88% | 2.42% | Q4 2017 | Q4 2021 | 10 |
COHEN & STEERS, INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Ausdal Financial Partners, Inc. | 9 | 1 | 0.07% | 0.11% | 0.21% | Q4 2015 | Q3 2018 | 10 |
GeoWealth Management, LLC | 7 | 3 | 0.04% | 0.26% | 0.51% | Q2 2020 | Q1 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 1 | 0.05% | 0.22% | 1.00% | Q2 2014 | Q4 2020 | 10 |
Dorsey & Whitney Trust CO LLC | 9 | 1 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q3 2018 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Bank of Marin | 10 | 10 | 0.20% | 0.28% | 0.35% | Q4 2020 | Q1 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.07% | 0.08% | 0.10% | Q1 2020 | Q2 2022 | 10 |
Csenge Advisory Group | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
FINANCIAL COUNSELORS INC | 5 | 4 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q4 2017 | 9 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q2 2023 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Franklin, Parlapiano, Turner & Welch, LLC | 7 | 2 | 0.07% | 0.12% | 0.25% | Q4 2012 | Q1 2017 | 9 |
Innova Wealth Partners | 8 | 1 | 0.25% | 1.39% | 3.18% | Q1 2021 | Q3 2023 | 9 |
NWAM LLC | 7 | 2 | 0.04% | 0.15% | 0.21% | Q2 2012 | Q4 2019 | 9 |
Concord Wealth Partners | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q4 2021 | 9 |
HOWE & RUSLING INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 9 |
C M BIDWELL & ASSOCIATES LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Eudaimonia Partners, LLC | 6 | 3 | 0.01% | 0.06% | 0.17% | Q4 2019 | Q3 2023 | 9 |
Sawyer & Company, Inc | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2019 | 9 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.01% | 0.08% | 0.38% | Q1 2014 | Q2 2019 | 9 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 9 |
Jordan Park Group LLC | 9 | 9 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Summit X, LLC | 8 | 1 | 0.01% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q4 2016 | 9 |
Qube Research & Technologies Ltd | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q1 2020 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 0.56% | 0.75% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Aspire Private Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Linscomb & Williams, Inc. | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Oakworth Capital, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
CAHILL FINANCIAL ADVISORS INC | 4 | 1 | 0.04% | 0.12% | 0.18% | Q4 2014 | Q4 2021 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Audent Global Asset Management, LLC | 8 | 8 | 0.41% | 0.67% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q2 2022 | 8 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 4 | 4 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.07% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Investors Research Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.38% | 0.67% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.06% | 0.13% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 4.18% | 5.07% | 6.46% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
High Net Worth Advisory Group LLC | 7 | 1 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q4 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Arkadios Wealth Advisors | 7 | 1 | 0.00% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 8 |
Brewster Financial Planning LLC | 8 | 8 | 6.70% | 7.65% | 8.59% | Q4 2021 | Q3 2023 | 8 |
BEAM WEALTH ADVISORS, INC. | 4 | 1 | 0.20% | 0.32% | 0.66% | Q4 2019 | Q1 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Azimuth Capital Management LLC | 8 | 8 | 0.13% | 0.17% | 0.21% | Q2 2013 | Q1 2015 | 8 |
D'Orazio & Associates, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2021 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 0.57% | 0.88% | 1.26% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.39% | 0.46% | 0.54% | Q4 2021 | Q3 2023 | 8 |
WESPAC Advisors SoCal, LLC | 8 | 8 | 0.14% | 0.31% | 0.57% | Q4 2015 | Q3 2017 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 1.66% | 2.25% | 2.65% | Q4 2021 | Q3 2023 | 8 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 8 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 7 |
HBW ADVISORY SERVICES LLC | 3 | 1 | 0.01% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 7 |
Apella Capital, LLC | 6 | 1 | 0.02% | 0.07% | 0.21% | Q3 2021 | Q2 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2016 | 7 |
ARBOR TRUST WEALTH ADVISORS, LLC | 7 | 7 | 0.85% | 1.54% | 1.93% | Q1 2022 | Q3 2023 | 7 |
Landmark Bank | 7 | 7 | 0.05% | 0.17% | 0.21% | Q2 2018 | Q4 2019 | 7 |
Vickerman Investment Advisors, Inc. | 7 | 7 | 0.10% | 0.88% | 1.16% | Q3 2021 | Q1 2023 | 7 |
First Personal Financial Services | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.06% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.10% | 0.20% | 0.40% | Q2 2013 | Q4 2014 | 7 |
SYM FINANCIAL Corp | 7 | 7 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q2 2019 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.17% | 0.23% | 0.25% | Q4 2021 | Q2 2023 | 7 |
Fiera Capital Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 7 |
COLONY GROUP LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.03% | 0.13% | Q1 2021 | Q4 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
AWM CAPITAL, LLC | 7 | 7 | 1.02% | 1.50% | 2.17% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.59% | 0.66% | 0.78% | Q2 2022 | Q4 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 7 |
Krilogy Financial LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.16% | 0.25% | 0.33% | Q4 2021 | Q3 2023 | 7 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 7 |
South Shore Capital Advisors | 7 | 7 | 0.27% | 0.65% | 0.88% | Q1 2021 | Q3 2022 | 7 |
Hemenway Trust Co LLC | 6 | 1 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q4 2019 | 7 |
Aspire Wealth Management Corp | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.07% | 0.29% | Q1 2021 | Q3 2023 | 7 |
AMERICAN NATIONAL BANK | 6 | 1 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q3 2017 | 7 |
Avidian Wealth Solutions, LLC | 4 | 3 | 0.01% | 0.13% | 0.38% | Q4 2021 | Q3 2023 | 7 |
Community Bank, N.A. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TD Ameritrade Trust Co | 7 | 7 | 0.37% | 0.77% | 0.91% | Q2 2013 | Q4 2014 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.02% | 0.10% | 0.16% | Q2 2014 | Q4 2015 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.54% | 1.58% | Q4 2014 | Q4 2022 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.05% | 0.05% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2013 | Q3 2014 | 7 |
Goelzer Investment Management, Inc. | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q3 2020 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
BRYN MAWR TRUST Co | 6 | 6 | 0.05% | 0.09% | 0.14% | Q1 2013 | Q2 2014 | 6 |
Ameritas Advisory Services, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
First Western Trust Bank | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Blueprint Investment Partners LLC | 6 | 6 | 0.61% | 1.04% | 1.67% | Q4 2021 | Q1 2023 | 6 |
Visionary Asset Management, Inc. | 6 | 6 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q4 2014 | 6 |
Integrity Financial Corp /WA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Castleview Partners, LLC | 5 | 1 | 0.00% | 0.07% | 0.39% | Q2 2021 | Q1 2023 | 6 |
Brookstone Capital Management | 5 | 1 | 0.01% | 0.12% | 0.70% | Q4 2015 | Q2 2022 | 6 |
Stone Asset Management Inc. | 6 | 6 | 3.02% | 3.73% | 4.40% | Q4 2021 | Q1 2023 | 6 |
Weaver Consulting Group | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q2 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Fortitude Advisory Group L.L.C. | 3 | 3 | 0.16% | 0.17% | 0.20% | Q4 2021 | Q2 2023 | 6 |
FundX Investment Group, LLC | 3 | 1 | 0.38% | 1.35% | 2.19% | Q1 2015 | Q4 2021 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2017 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
GUGGENHEIM CAPITAL LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
SPC Financial, Inc. | 2 | 2 | 0.02% | 0.85% | 2.49% | Q2 2013 | Q1 2022 | 6 |
Pacifica Partners Inc. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Horizon Family Wealth, Inc. | 6 | 6 | 0.93% | 1.93% | 2.90% | Q4 2021 | Q1 2023 | 6 |
Portfolio Strategies, Inc. | 3 | 1 | 0.01% | 0.62% | 1.79% | Q4 2017 | Q3 2021 | 6 |
Alerus Investment Advisors Corp | 5 | 5 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q2 2014 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Legacy Private Trust Co. | 4 | 1 | 0.07% | 0.81% | 3.58% | Q2 2013 | Q3 2016 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.29% | 0.31% | 0.35% | Q3 2022 | Q3 2023 | 5 |
H&H Retirement Design & Management INC | 4 | 1 | 0.17% | 1.52% | 1.99% | Q3 2020 | Q4 2021 | 5 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2016 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.19% | 0.24% | 0.30% | Q2 2013 | Q2 2014 | 5 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2013 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Farmers National Bank | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 5 |
Blue Sky Asset Management, LLC | 4 | 1 | 0.38% | 1.78% | 3.37% | Q1 2017 | Q1 2019 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.03% | 0.04% | 0.07% | Q3 2021 | Q3 2022 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.32% | 1.36% | Q1 2017 | Q3 2018 | 5 |
Marshall Financial Group LLC | 5 | 5 | 0.07% | 0.31% | 0.39% | Q4 2020 | Q4 2021 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
SENTINEL TRUST CO LBA | 5 | 5 | 0.24% | 0.26% | 0.28% | Q4 2013 | Q4 2014 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Quantitative Advantage, LLC | 2 | 1 | 0.60% | 1.22% | 3.27% | Q2 2014 | Q4 2015 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.57% | 0.70% | 0.86% | Q2 2013 | Q2 2014 | 5 |
N.E.W. Advisory Services LLC | 3 | 2 | 0.03% | 0.08% | 0.14% | Q4 2020 | Q1 2022 | 5 |
RATIONAL ADVISORS LLC | 3 | 2 | 0.01% | 0.06% | 0.14% | Q3 2009 | Q3 2011 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.33% | 0.41% | 0.51% | Q2 2013 | Q2 2014 | 5 |
Stokes Capital Advisors, LLC | 5 | 5 | 0.44% | 0.50% | 0.57% | Q4 2017 | Q4 2018 | 5 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 5 |
Beaumont Financial Partners, LLC | 2 | 1 | 1.26% | 2.07% | 3.45% | Q2 2013 | Q1 2015 | 5 |
SIMMONS FIRST TRUST CO NA | 5 | 5 | 0.06% | 0.11% | 0.14% | Q4 2014 | Q4 2015 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
SCOTIA CAPITAL INC. | 5 | 5 | 0.01% | 0.05% | 0.06% | Q4 2014 | Q4 2015 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.19% | 0.38% | 0.77% | Q1 2017 | Q1 2018 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Bridge Advisory, LLC | 4 | 1 | 0.11% | 0.19% | 0.34% | Q4 2021 | Q3 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 5 |
Financial Advocates Investment Management | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q4 2018 | 5 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2019 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 5 |
EUDAIMONIA ADVISORS LLC | 3 | 2 | 0.15% | 0.43% | 0.59% | Q4 2021 | Q3 2023 | 5 |
Cadence Bank | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Three Bridge Wealth Advisors, LLC | 5 | 5 | 0.12% | 0.15% | 0.17% | Q1 2022 | Q1 2023 | 5 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 5 |
Tradewinds Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 2.34% | 3.17% | 3.58% | Q4 2022 | Q3 2023 | 4 |
Brown Miller Wealth Management, LLC | 4 | 4 | 0.24% | 0.25% | 0.27% | Q3 2021 | Q2 2022 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 4 |
OARSMAN CAPITAL, INC. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.52% | 0.71% | 1.12% | Q4 2022 | Q3 2023 | 4 |
Lumbard & Kellner, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 4 |
CMH Wealth Management LLC | 4 | 4 | 1.36% | 1.40% | 1.46% | Q4 2021 | Q3 2022 | 4 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
BREMER TRUST NATIONAL ASSOCIATION | 4 | 4 | 0.06% | 0.07% | 0.09% | Q1 2018 | Q4 2018 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
FOUNDERS BANK & TRUST | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.75% | 0.83% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Sonora Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 4 |
Financial Services Advisory Inc | 4 | 4 | 0.74% | 1.14% | 1.67% | Q2 2021 | Q1 2022 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Karp Capital Management Corp | 3 | 1 | 0.00% | 0.08% | 0.12% | Q4 2014 | Q4 2018 | 4 |
Wilmington Funds Management Corp | 4 | 4 | 0.12% | 0.14% | 0.15% | Q3 2013 | Q2 2014 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
BALDWIN BROTHERS LLC/MA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Enterprise Trust & Investment Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.14% | 0.19% | 0.27% | Q3 2016 | Q2 2017 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q2 2021 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Harfst & Associates, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Planned Solutions, Inc. | 2 | 2 | 0.04% | 0.10% | 0.16% | Q3 2020 | Q1 2022 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.42% | 0.44% | 0.46% | Q3 2015 | Q2 2016 | 4 |
PrairieView Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.05% | 0.11% | Q3 2019 | Q4 2020 | 4 |
Addison Capital Co | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Haverford Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 1.22% | 1.59% | 1.91% | Q4 2016 | Q3 2017 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Estate Counselors, LLC | 3 | 1 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q4 2014 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.11% | 0.18% | 0.30% | Q4 2018 | Q3 2019 | 4 |
Demars Financial Group, LLC | 4 | 4 | 0.14% | 0.21% | 0.28% | Q1 2021 | Q4 2021 | 4 |
Frontier Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 4 |
SP Asset Management LLC | 4 | 4 | 0.03% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
PRIO WEALTH LIMITED PARTNERSHIP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
New England Investment & Retirement Group, Inc. | 4 | 4 | 2.30% | 2.58% | 2.96% | Q2 2014 | Q1 2015 | 4 |
Heritage Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ADIRONDACK TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.41% | 0.51% | 0.60% | Q4 2020 | Q3 2021 | 4 |
Altavista Wealth Management, Inc. | 4 | 4 | 0.13% | 0.16% | 0.22% | Q2 2013 | Q1 2014 | 4 |
WESBANCO BANK INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Dynamic Advisor Solutions LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 4 |
Noven Financial Group, Inc. | 2 | 2 | 0.20% | 0.25% | 0.28% | Q4 2014 | Q1 2016 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 4 |
CAPE COD FIVE CENTS SAVINGS BANK | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 3 | 0.18% | 0.18% | 0.19% | Q4 2016 | Q2 2017 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Integrated Investment Consultants, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
USCA RIA LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
RDA Financial Network | 3 | 3 | 0.11% | 0.14% | 0.18% | Q4 2019 | Q2 2020 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Brick & Kyle, Associates | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
WASHINGTON TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 3 |
Camarda Financial Advisors, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Segment Wealth Management, LLC | 3 | 3 | 0.61% | 0.71% | 0.78% | Q1 2016 | Q3 2016 | 3 |
Strategic Income Management, LLC | 3 | 3 | 4.13% | 4.31% | 4.45% | Q4 2014 | Q2 2015 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 1 | 0.03% | 0.29% | 0.42% | Q1 2016 | Q4 2020 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Rollins Financial | 3 | 3 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q3 2022 | 3 |
Topel & Distasi Wealth Management, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q2 2022 | 3 |
3D/L Capital Management, LLC | 2 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 3 |
Kesler, Norman & Wride, LLC | 3 | 3 | 0.10% | 0.59% | 0.84% | Q2 2022 | Q4 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FAS Wealth Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Covenant Multifamily Offices, LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q4 2019 | 3 |
Sage Advisory Services, Ltd.Co. | 2 | 1 | 3.33% | 3.40% | 3.45% | Q2 2014 | Q4 2016 | 3 |
Bedel Financial Consulting, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
COURIER CAPITAL LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
MANAGED ACCOUNT SERVICES INC | 3 | 3 | 0.19% | 0.19% | 0.20% | Q4 2016 | Q2 2017 | 3 |
SILVERLAKE WEALTH MANAGEMENT LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q2 2022 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Page Arthur B | 3 | 3 | 0.22% | 0.23% | 0.24% | Q4 2013 | Q2 2014 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.30% | 1.70% | 3.28% | Q2 2013 | Q4 2013 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2019 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.28% | 0.38% | 0.45% | Q4 2019 | Q2 2020 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Members Trust Co | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 3 |
Providence First Trust Co | 3 | 3 | 1.20% | 1.29% | 1.39% | Q2 2017 | Q4 2017 | 3 |
GRIES FINANCIAL LLC | 3 | 3 | 0.07% | 0.12% | 0.16% | Q3 2021 | Q1 2022 | 3 |
Nikulski Financial, Inc. | 2 | 1 | 0.29% | 0.31% | 0.33% | Q1 2020 | Q3 2022 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
FCG ADVISORS, LLC | 3 | 3 | 0.38% | 0.40% | 0.43% | Q1 2016 | Q3 2016 | 3 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 3 |
NatWest Group plc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q2 2013 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q2 2013 | Q4 2013 | 3 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.06% | 0.18% | 0.27% | Q1 2022 | Q3 2022 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.05% | 0.15% | 0.25% | Q3 2014 | Q3 2017 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2016 | Q3 2020 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q1 2015 | Q1 2016 | 2 |
Simply Money Advisors | 1 | 1 | 0.00% | 1.49% | 2.99% | Q2 2013 | Q4 2014 | 2 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Intersect Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2015 | 2 |
DRW Securities, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2014 | Q2 2014 | 2 |
tru Independence LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Rain Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.16% | 0.19% | 0.22% | Q2 2013 | Q3 2013 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.01% | 0.18% | 0.36% | Q3 2016 | Q4 2016 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q3 2022 | 2 |
Rise Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
True Capital Management | 2 | 2 | 0.20% | 0.21% | 0.23% | Q4 2022 | Q1 2023 | 2 |
PATTEN & PATTEN INC/TN | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Unified Trust Company, N.A. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2019 | Q2 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 2 |
Aveo Capital Partners, LLC | 1 | 1 | 0.08% | 0.63% | 1.18% | Q4 2016 | Q3 2019 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Stadion Money Management, LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q1 2014 | Q2 2014 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.11% | 0.13% | 0.16% | Q4 2018 | Q1 2019 | 2 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 2 | 2 | 0.34% | 0.55% | 0.77% | Q2 2013 | Q3 2013 | 2 |
LMCG INVESTMENTS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Highland Private Wealth Management | 1 | 1 | 0.11% | 0.44% | 0.77% | Q3 2016 | Q1 2018 | 2 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q4 2014 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2020 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.30% | 0.32% | 0.34% | Q2 2016 | Q3 2016 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.20% | 0.26% | 0.32% | Q2 2013 | Q3 2013 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2013 | Q3 2013 | 2 |
WestHill Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Range Financial Group LLC | 2 | 2 | 0.33% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Family Management Corp | 2 | 2 | 0.01% | 0.23% | 0.44% | Q4 2022 | Q1 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Westshore Wealth, LLC | 1 | 1 | 0.17% | 1.04% | 1.91% | Q4 2019 | Q3 2022 | 2 |
VICUS CAPITAL | 2 | 2 | 3.79% | 3.99% | 4.18% | Q2 2014 | Q3 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
EWG Elevate Inc. | 2 | 2 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q1 2022 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
R & A Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
BBVA USA | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q3 2021 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q4 2018 | Q1 2019 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
HAP Trading, LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q4 2021 | Q1 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.66% | 0.70% | 0.74% | Q4 2014 | Q1 2015 | 2 |
Helen Stephens Group, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q1 2023 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CONSILIO WEALTH ADVISORS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AFT, FORSYTH & COMPANY, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Founders Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
FolioMetrix LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q1 2015 | Q1 2015 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 3.71% | 3.71% | 3.71% | Q4 2019 | Q4 2019 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TDAM USA INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2013 | Q3 2013 | 1 |
Disciplined Equity Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCRAE CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Altman Advisors, Inc. | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2018 | Q2 2018 | 1 |
Stordahl Capital Management, Inc. | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2017 | Q4 2017 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Probity Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Bank of Kentucky, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 2.40% | 2.40% | 2.40% | Q1 2016 | Q1 2016 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MILES CAPITAL, INC. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2013 | Q2 2013 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
True North Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Caprock Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2022 | Q3 2022 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Avondale Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Paul John Balson | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Citizens Business Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2013 | Q1 2013 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Sensible Financial Planning & Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ORG Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2021 | Q4 2021 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2013 | Q2 2013 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2017 | Q3 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
KRAFT ASSET MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Index Fund Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vision Capital Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2019 | Q4 2019 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2020 | Q4 2020 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Willow Creek Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CNB Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.