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 | 119 |
Cutler Group LLC / CA | 17 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 58 |
HUNTINGTON NATIONAL BANK | 35 | 20 | 0.00% | 0.01% | 0.02% | Q1 2009 | Q3 2023 | 56 |
BARCLAYS PLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 54 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 53 |
Goldstein Munger & Associates | 52 | 52 | 0.11% | 0.51% | 2.22% | Q4 2009 | Q3 2022 | 52 |
MUFG Americas Holdings Corp | 48 | 48 | 0.01% | 0.03% | 0.08% | Q4 2010 | Q3 2022 | 48 |
Zhang Financial LLC | 47 | 47 | 0.27% | 1.12% | 1.92% | Q1 2012 | Q3 2023 | 47 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.16% | 0.51% | Q2 2013 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.04% | Q1 2012 | Q3 2023 | 46 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.03% | Q2 2015 | Q3 2023 | 46 |
Rehmann Capital Advisory Group | 15 | 1 | 0.01% | 0.26% | 8.74% | Q4 2008 | Q3 2023 | 46 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 44 |
AMALGAMATED BANK | 34 | 10 | 0.11% | 1.44% | 7.64% | Q4 2010 | Q4 2021 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.05% | 0.40% | Q4 2012 | Q3 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.02% | 3.90% | 17.23% | Q4 2012 | Q3 2023 | 44 |
BRYN MAWR TRUST Co | 43 | 43 | 0.05% | 0.11% | 0.16% | Q1 2013 | Q3 2023 | 43 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 43 | 43 | 0.07% | 0.15% | 0.30% | Q1 2013 | Q3 2023 | 43 |
Stairway Partners, LLC | 43 | 43 | 1.68% | 8.03% | 33.00% | Q2 2013 | Q4 2023 | 43 |
Regis Management CO LLC | 43 | 43 | 0.82% | 1.27% | 2.96% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.05% | 0.30% | 1.55% | Q1 2013 | Q3 2023 | 43 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.03% | 0.06% | 0.16% | Q4 2012 | Q2 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.27% | 0.29% | 0.31% | Q1 2013 | Q3 2023 | 43 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 42 | 42 | 0.25% | 0.33% | 0.82% | Q2 2013 | Q3 2023 | 42 |
First Heartland Consultants, Inc. | 42 | 42 | 0.09% | 0.48% | 2.42% | Q2 2013 | Q3 2023 | 42 |
Evensky & Katz LLC | 42 | 42 | 8.31% | 24.13% | 56.86% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SCS Capital Management LLC | 42 | 42 | 13.21% | 22.18% | 37.62% | Q2 2013 | Q3 2023 | 42 |
RMB Capital Management, LLC | 42 | 42 | 0.01% | 0.16% | 0.94% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.09% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Retirement Planning Group, LLC | 42 | 42 | 0.08% | 0.13% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.14% | 0.81% | Q2 2013 | Q3 2023 | 42 |
IMA Wealth, Inc. | 42 | 42 | 0.36% | 0.96% | 2.03% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.33% | 0.95% | 1.31% | Q2 2013 | Q3 2023 | 42 |
Parkside Financial Bank & Trust | 42 | 42 | 0.02% | 0.18% | 0.43% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.03% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.98% | 1.29% | 1.67% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PLANNING ALTERNATIVES LTD /ADV | 42 | 42 | 0.30% | 2.01% | 9.29% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 11.31% | 14.12% | 19.13% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.03% | 0.37% | 2.25% | Q2 2013 | Q3 2023 | 42 |
ASPIRIANT, LLC | 42 | 42 | 0.06% | 0.32% | 1.44% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Tortoise Investment Management, LLC | 41 | 1 | 0.01% | 0.03% | 0.05% | Q4 2012 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.02% | 0.06% | 0.34% | Q2 2013 | Q3 2023 | 42 |
FIRST HAWAIIAN BANK | 42 | 42 | 0.09% | 0.34% | 0.97% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Gibson Capital, LLC | 42 | 42 | 0.13% | 0.53% | 1.06% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BRIGHTON JONES LLC | 42 | 42 | 1.12% | 4.48% | 11.67% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.10% | 0.16% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.02% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.03% | 0.06% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Tanglewood Wealth Management, Inc. | 42 | 42 | 1.02% | 11.79% | 37.64% | Q2 2013 | Q3 2023 | 42 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 9.45% | 35.86% | Q2 2013 | Q3 2023 | 42 |
JMG Financial Group, Ltd. | 42 | 42 | 0.11% | 0.21% | 0.50% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.05% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.19% | 0.97% | Q2 2013 | Q3 2023 | 42 |
Truepoint, Inc. | 42 | 42 | 0.26% | 0.91% | 1.77% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.11% | 0.27% | 0.47% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.20% | 0.27% | 0.47% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.01% | 0.19% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Smith, Salley & Associates | 42 | 42 | 0.06% | 0.21% | 0.73% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BEACON FINANCIAL GROUP | 41 | 41 | 0.17% | 0.26% | 0.38% | Q3 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 41 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 23 | 18 | 0.18% | 0.55% | 0.87% | Q2 2013 | Q3 2023 | 41 |
CAPTRUST FINANCIAL ADVISORS | 29 | 12 | 0.08% | 1.16% | 3.68% | Q2 2013 | Q3 2023 | 41 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 16 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.03% | 0.16% | 0.68% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2023 | 41 |
HSBC HOLDINGS PLC | 29 | 12 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 41 |
STEPHENS INC /AR/ | 41 | 41 | 0.02% | 0.43% | 0.68% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 38 | 3 | 0.06% | 0.22% | 0.59% | Q2 2013 | Q3 2023 | 41 |
SEGALL BRYANT & HAMILL, LLC | 35 | 6 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q2 2023 | 41 |
FORVIS Wealth Advisors, LLC | 41 | 41 | 0.36% | 0.65% | 1.20% | Q3 2013 | Q3 2023 | 41 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
EP Wealth Advisors, LLC | 41 | 41 | 0.06% | 0.14% | 0.26% | Q3 2013 | Q3 2023 | 41 |
Evercore Wealth Management, LLC | 35 | 6 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
WASHINGTON TRUST Co | 40 | 40 | 0.02% | 0.08% | 0.12% | Q4 2013 | Q3 2023 | 40 |
Ipswich Investment Management Co., Inc. | 38 | 2 | 1.68% | 2.17% | 2.72% | Q3 2013 | Q3 2023 | 40 |
WestEnd Advisors, LLC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
CAHILL FINANCIAL ADVISORS INC | 40 | 40 | 0.34% | 1.13% | 2.13% | Q4 2013 | Q3 2023 | 40 |
Private Ocean, LLC | 40 | 40 | 0.02% | 0.06% | 0.09% | Q4 2013 | Q3 2023 | 40 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 40 | 40 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.08% | 0.68% | Q4 2013 | Q3 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 0.99% | 1.57% | 2.00% | Q4 2013 | Q3 2023 | 40 |
Wind River Trust Co | 40 | 40 | 10.38% | 12.28% | 14.20% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Waldron Private Wealth LLC | 40 | 40 | 0.90% | 2.21% | 5.81% | Q4 2013 | Q3 2023 | 40 |
Blue Edge Capital, LLC | 40 | 40 | 0.14% | 0.19% | 0.25% | Q4 2013 | Q3 2023 | 40 |
JNBA Financial Advisors | 20 | 7 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.05% | 0.15% | 0.37% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.15% | 0.57% | Q1 2014 | Q3 2023 | 39 |
TCI Wealth Advisors, Inc. | 38 | 1 | 0.01% | 0.03% | 0.28% | Q4 2012 | Q1 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 39 |
Cetera Advisors LLC | 39 | 39 | 0.03% | 0.08% | 0.19% | Q1 2014 | Q3 2023 | 39 |
Linscomb & Williams, Inc. | 39 | 39 | 0.02% | 0.05% | 0.12% | Q1 2014 | Q3 2023 | 39 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 3 | 0.01% | 0.19% | 0.45% | Q2 2013 | Q3 2023 | 38 |
McCutchen Group LLC | 38 | 38 | 6.46% | 8.94% | 12.46% | Q2 2013 | Q3 2022 | 38 |
BALASA DINVERNO & FOLTZ LLC | 38 | 38 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2022 | 38 |
GM Advisory Group, LLC | 38 | 38 | 0.18% | 5.77% | 12.76% | Q2 2014 | Q3 2023 | 38 |
Evanson Asset Management, LLC | 24 | 13 | 0.03% | 0.11% | 0.20% | Q2 2014 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.59% | 1.25% | 4.00% | Q4 2014 | Q4 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 37 |
NORRIS PERNE & FRENCH LLP/MI | 37 | 37 | 0.05% | 0.19% | 0.49% | Q3 2014 | Q3 2023 | 37 |
SENTINEL TRUST CO LBA | 37 | 37 | 0.07% | 11.45% | 46.54% | Q3 2014 | Q3 2023 | 37 |
Neuberger Berman Group LLC | 37 | 37 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Round Table Services, LLC | 32 | 5 | 0.22% | 0.76% | 1.72% | Q2 2013 | Q3 2022 | 37 |
Court Place Advisors, LLC | 36 | 1 | 0.08% | 0.31% | 0.37% | Q4 2013 | Q1 2023 | 37 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.29% | 0.56% | 0.99% | Q4 2014 | Q3 2023 | 36 |
Birch Hill Investment Advisors LLC | 36 | 36 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Diversified Portfolios, Inc. | 36 | 36 | 1.89% | 5.29% | 7.76% | Q4 2014 | Q3 2023 | 36 |
Wealth Architects, LLC | 36 | 36 | 0.24% | 0.40% | 0.67% | Q4 2014 | Q3 2023 | 36 |
BROWN ADVISORY INC | 34 | 2 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 36 |
Capstone Financial Advisors, Inc. | 36 | 36 | 0.04% | 0.09% | 0.16% | Q4 2014 | Q3 2023 | 36 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 32 | 4 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 36 |
WADE G W & INC | 36 | 36 | 0.09% | 0.16% | 0.31% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Capital Directions Investment Advisors, LLC | 23 | 6 | 0.17% | 1.89% | 5.36% | Q2 2013 | Q4 2022 | 36 |
Calamos Wealth Management LLC | 36 | 36 | 0.16% | 2.34% | 3.99% | Q4 2014 | Q3 2023 | 36 |
BOK Financial Private Wealth, Inc. | 25 | 11 | 0.02% | 0.25% | 1.49% | Q2 2013 | Q3 2023 | 36 |
Roble, Belko & Company, Inc | 35 | 35 | 1.78% | 2.39% | 3.38% | Q1 2015 | Q3 2023 | 35 |
SYNOVUS FINANCIAL CORP | 35 | 35 | 0.00% | 0.22% | 0.39% | Q1 2015 | Q3 2023 | 35 |
DAVIS R M INC | 35 | 35 | 0.98% | 2.00% | 3.05% | Q1 2015 | Q3 2023 | 35 |
Keel Point, LLC | 35 | 35 | 0.05% | 0.19% | 0.33% | Q1 2015 | Q3 2023 | 35 |
Patten Group, Inc. | 33 | 2 | 0.04% | 0.21% | 0.47% | Q4 2014 | Q3 2023 | 35 |
GREENWOOD CAPITAL ASSOCIATES LLC | 35 | 35 | 0.06% | 1.26% | 2.46% | Q1 2015 | Q3 2023 | 35 |
ETF Portfolio Partners, Inc. | 28 | 7 | 0.48% | 1.15% | 3.47% | Q4 2014 | Q3 2023 | 35 |
CENTRAL TRUST Co | 34 | 1 | 0.01% | 0.04% | 0.06% | Q1 2014 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.04% | 0.19% | Q2 2015 | Q3 2023 | 34 |
Burt Wealth Advisors | 34 | 34 | 0.08% | 0.12% | 0.17% | Q2 2015 | Q3 2023 | 34 |
REGIONS FINANCIAL CORP | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
TIEDEMANN ADVISORS, LLC | 34 | 34 | 0.22% | 1.09% | 5.69% | Q2 2015 | Q3 2023 | 34 |
NATIXIS ADVISORS, L.P. | 29 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
ARGI Investment Services, LLC | 34 | 34 | 0.01% | 0.04% | 0.38% | Q3 2014 | Q4 2022 | 34 |
Prospera Financial Services Inc | 33 | 1 | 0.02% | 0.10% | 0.55% | Q4 2013 | Q3 2023 | 34 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.11% | 0.24% | 0.63% | Q2 2015 | Q3 2023 | 34 |
GHP Investment Advisors, Inc. | 34 | 34 | 0.05% | 0.08% | 0.11% | Q2 2015 | Q3 2023 | 34 |
ALLIANCEBERNSTEIN L.P. | 30 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 34 |
Mariner, LLC | 33 | 33 | 0.05% | 0.11% | 0.18% | Q3 2015 | Q3 2023 | 33 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 32 | 1 | 0.05% | 0.68% | 1.84% | Q3 2014 | Q3 2023 | 33 |
D.A. DAVIDSON & CO. | 18 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
Fund Evaluation Group, LLC | 33 | 33 | 0.25% | 0.89% | 3.93% | Q3 2015 | Q3 2023 | 33 |
Manchester Capital Management LLC | 19 | 14 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 33 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 33 | 33 | 0.36% | 0.40% | 0.49% | Q2 2013 | Q2 2021 | 33 |
QUADRANT CAPITAL GROUP LLC | 22 | 11 | 0.00% | 0.05% | 0.16% | Q2 2015 | Q3 2023 | 33 |
AVIVA PLC | 33 | 33 | 0.14% | 0.41% | 0.67% | Q2 2013 | Q2 2021 | 33 |
UMB Bank, n.a. | 32 | 32 | 0.02% | 0.14% | 0.78% | Q4 2015 | Q3 2023 | 32 |
Compass Financial Group, Inc. | 32 | 32 | 8.50% | 11.18% | 14.48% | Q4 2015 | Q3 2023 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.29% | 0.54% | 0.75% | Q4 2015 | Q3 2023 | 32 |
JFS WEALTH ADVISORS, LLC | 32 | 32 | 0.32% | 0.58% | 1.17% | Q4 2015 | Q3 2023 | 32 |
St. Louis Trust Co | 32 | 32 | 0.76% | 1.61% | 2.38% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Kovack Advisors, Inc. | 32 | 32 | 0.09% | 0.20% | 0.60% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 26 | 5 | 0.09% | 0.23% | 0.52% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Parallax Volatility Advisers, L.P. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2019 | 31 |
Pegasus Partners Ltd. | 31 | 31 | 0.69% | 4.31% | 9.42% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 22 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.59% | 1.87% | Q1 2016 | Q3 2023 | 31 |
Jackson Wealth Management, LLC | 19 | 2 | 0.08% | 1.27% | 5.07% | Q4 2014 | Q3 2023 | 31 |
CREDIT SUISSE AG/ | 17 | 2 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q2 2021 | 31 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 21 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
ASSETMARK, INC | 29 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
CITY HOLDING CO | 31 | 31 | 0.01% | 0.24% | 0.46% | Q1 2016 | Q3 2023 | 31 |
O'Brien Wealth Partners LLC | 31 | 31 | 3.74% | 8.41% | 14.72% | Q1 2016 | Q3 2023 | 31 |
BBVA USA Bancshares, Inc. | 25 | 6 | 0.09% | 0.21% | 0.53% | Q2 2013 | Q1 2021 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.04% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 31 |
EATON VANCE MANAGEMENT | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 31 |
Ancora Advisors LLC | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Lido Advisors, LLC | 31 | 31 | 0.06% | 0.61% | 2.86% | Q1 2016 | Q3 2023 | 31 |
Glenview Trust Co | 28 | 1 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 31 |
GIRARD PARTNERS LTD. | 30 | 30 | 0.04% | 0.06% | 0.10% | Q1 2016 | Q2 2023 | 30 |
Filament LLC | 30 | 30 | 0.66% | 1.01% | 1.42% | Q2 2013 | Q3 2020 | 30 |
Frontier Wealth Management LLC | 30 | 30 | 0.01% | 0.07% | 0.16% | Q1 2015 | Q2 2022 | 30 |
NORTHSTAR INVESTMENT ADVISORS LLC | 26 | 4 | 0.09% | 0.14% | 0.23% | Q2 2013 | Q2 2021 | 30 |
Sigma Planning Corp | 30 | 30 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
CPWM, LLC | 11 | 1 | 0.04% | 0.13% | 0.50% | Q4 2011 | Q3 2022 | 30 |
COLDSTREAM CAPITAL MANAGEMENT INC | 26 | 4 | 0.02% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q3 2020 | 30 |
SHEETS SMITH WEALTH MANAGEMENT | 29 | 1 | 0.00% | 0.69% | 0.87% | Q1 2013 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.03% | 0.33% | 1.25% | Q2 2013 | Q3 2020 | 30 |
Savant Capital, LLC | 18 | 12 | 0.04% | 0.10% | 0.30% | Q3 2014 | Q3 2023 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 27 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q2 2023 | 30 |
FIDUCIARY TRUST INTERNATIONAL LLC | 29 | 29 | 0.92% | 2.22% | 3.96% | Q2 2013 | Q2 2020 | 29 |
Glassman Wealth Services | 17 | 12 | 0.00% | 0.24% | 0.47% | Q4 2014 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2020 | 29 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.28% | 1.79% | Q4 2013 | Q2 2023 | 29 |
Pure Financial Advisors, LLC | 22 | 7 | 0.04% | 0.12% | 0.43% | Q1 2016 | Q4 2023 | 29 |
SL ADVISORS, LLC | 28 | 28 | 0.90% | 4.17% | 6.85% | Q2 2016 | Q1 2023 | 28 |
RKL Wealth Management LLC | 19 | 9 | 0.05% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 28 |
VISTA CAPITAL PARTNERS, INC. | 28 | 28 | 0.14% | 0.15% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.05% | 0.12% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Dana Investment Advisors, Inc. | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
OPTIMUM INVESTMENT ADVISORS | 24 | 4 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.10% | 0.31% | 0.53% | Q4 2016 | Q3 2023 | 28 |
SIMON QUICK ADVISORS, LLC | 28 | 28 | 0.02% | 0.70% | 2.88% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 1.28% | 1.90% | 2.21% | Q4 2016 | Q3 2023 | 28 |
BURNS J W & CO INC/NY | 28 | 28 | 0.05% | 0.08% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Ironwood Financial, llc | 23 | 4 | 0.01% | 0.08% | 0.35% | Q4 2014 | Q3 2021 | 27 |
MILLENNIUM MANAGEMENT LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 27 |
Cordasco Financial Network | 27 | 27 | 0.02% | 1.11% | 1.45% | Q4 2015 | Q2 2022 | 27 |
BRINKER CAPITAL INC | 20 | 2 | 0.15% | 0.26% | 0.46% | Q2 2013 | Q2 2020 | 27 |
FineMark National Bank & Trust | 27 | 27 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q4 2019 | 27 |
WESBANCO BANK INC | 16 | 11 | 0.01% | 0.02% | 0.21% | Q4 2016 | Q3 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.03% | 0.17% | 0.39% | Q2 2016 | Q4 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q4 2019 | 27 |
CIBC BANK USA | 27 | 27 | 0.10% | 0.15% | 0.25% | Q2 2013 | Q4 2019 | 27 |
LCNB CORP | 21 | 6 | 1.13% | 1.91% | 2.61% | Q4 2016 | Q3 2023 | 27 |
Conservest Capital Advisors, Inc. | 27 | 27 | 1.04% | 1.18% | 1.68% | Q1 2017 | Q3 2023 | 27 |
Chicago Partners Investment Group LLC | 17 | 2 | 0.10% | 1.15% | 6.37% | Q4 2014 | Q3 2023 | 26 |
MPS Loria Financial Planners, LLC | 26 | 26 | 1.47% | 2.66% | 4.91% | Q2 2017 | Q3 2023 | 26 |
Madden Advisory Services, Inc. | 26 | 26 | 0.11% | 0.16% | 0.23% | Q4 2013 | Q1 2020 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2023 | 26 |
Rinet Co LLC | 26 | 26 | 0.39% | 0.60% | 0.90% | Q2 2015 | Q3 2021 | 26 |
IHT Wealth Management, LLC | 26 | 26 | 0.06% | 0.15% | 1.20% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.07% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Financial Management Professionals, Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.06% | 0.46% | Q2 2013 | Q3 2019 | 26 |
Hugh Johnson Advisors LLC | 25 | 25 | 0.22% | 0.28% | 0.32% | Q2 2013 | Q2 2019 | 25 |
Capital Advisors, Ltd. LLC | 25 | 25 | 0.01% | 0.09% | 1.34% | Q4 2016 | Q4 2022 | 25 |
Alexandria Capital, LLC | 23 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.16% | 0.47% | 0.91% | Q3 2017 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 7 | 5 | 0.00% | 0.04% | 0.10% | Q3 2014 | Q4 2021 | 25 |
SouthState Corp | 13 | 12 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 25 |
MONETA GROUP INVESTMENT ADVISORS LLC | 24 | 1 | 0.01% | 0.03% | 0.11% | Q3 2015 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.15% | 0.19% | 0.28% | Q2 2017 | Q2 2023 | 25 |
Paracle Advisors, LLC | 13 | 5 | 0.07% | 0.14% | 0.26% | Q3 2014 | Q1 2021 | 25 |
Baker Avenue Asset Management, LP | 19 | 5 | 0.00% | 1.55% | 3.36% | Q3 2015 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.00% | 0.50% | 0.82% | Q4 2017 | Q3 2023 | 24 |
Abacus Planning Group, Inc. | 24 | 24 | 0.23% | 0.48% | 1.02% | Q4 2017 | Q3 2023 | 24 |
UNITED BANK | 24 | 24 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 24 |
MCF Advisors LLC | 19 | 5 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
TLWM | 24 | 24 | 10.79% | 18.52% | 23.57% | Q4 2017 | Q3 2023 | 24 |
Sigma Investment Management Co | 24 | 24 | 0.26% | 11.15% | 21.91% | Q1 2013 | Q4 2018 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 1.44% | 4.40% | 6.69% | Q4 2017 | Q3 2023 | 24 |
PEAPACK GLADSTONE FINANCIAL CORP | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Haverford Trust Co | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Winthrop Advisory Group LLC | 24 | 24 | 0.56% | 1.13% | 1.97% | Q4 2017 | Q3 2023 | 24 |
Portfolio Solutions, LLC | 24 | 24 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q3 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.07% | 0.10% | 0.15% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.11% | 0.58% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Trellis Advisors, LLC | 24 | 24 | 0.97% | 1.83% | 3.05% | Q4 2017 | Q3 2023 | 24 |
IBERIABANK CORP | 16 | 2 | 0.06% | 0.46% | 1.63% | Q4 2012 | Q2 2020 | 24 |
CIBC Private Wealth Group, LLC | 13 | 11 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 24 |
jvl associates llc | 24 | 24 | 3.60% | 4.97% | 5.69% | Q4 2017 | Q3 2023 | 24 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.24% | 0.63% | Q4 2015 | Q3 2023 | 24 |
Aries Wealth Management | 17 | 6 | 1.04% | 1.28% | 1.69% | Q4 2017 | Q3 2023 | 23 |
Willow Creek Wealth Management Inc. | 23 | 23 | 0.04% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Ironwood Wealth Management, LLC. | 22 | 1 | 0.32% | 0.83% | 1.64% | Q3 2017 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 2.00% | 2.31% | 2.98% | Q1 2018 | Q3 2023 | 23 |
Quadrant Private Wealth Management, LLC | 19 | 4 | 0.12% | 0.29% | 0.58% | Q4 2017 | Q3 2023 | 23 |
Fiera Capital Corp | 23 | 23 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q4 2020 | 23 |
CNB Bank | 23 | 23 | 0.01% | 0.26% | 0.83% | Q1 2018 | Q3 2023 | 23 |
Hochman Cole Investment Advisors, Inc. | 18 | 5 | 0.18% | 0.22% | 0.28% | Q4 2015 | Q3 2021 | 23 |
Corrigan Financial, Inc. | 13 | 10 | 0.08% | 0.12% | 0.18% | Q3 2017 | Q2 2023 | 23 |
Shamrock Asset Management LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2019 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.16% | 0.22% | 0.31% | Q2 2013 | Q4 2018 | 23 |
USA FINANCIAL FORMULAS | 20 | 3 | 0.00% | 0.31% | 0.90% | Q4 2017 | Q3 2023 | 23 |
Tower View Wealth Management LLC | 22 | 1 | 0.04% | 1.60% | 5.08% | Q4 2017 | Q3 2023 | 23 |
Plante Moran Financial Advisors, LLC | 21 | 1 | 0.00% | 0.05% | 0.49% | Q2 2014 | Q3 2023 | 23 |
Penobscot Investment Management Company, Inc. | 13 | 4 | 0.00% | 0.06% | 0.11% | Q4 2015 | Q3 2023 | 23 |
Brinker Capital Investments, LLC | 13 | 10 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q4 2022 | 23 |
BARINGS LLC | 23 | 23 | 0.22% | 1.41% | 2.74% | Q2 2013 | Q4 2018 | 23 |
HM PAYSON & CO | 18 | 5 | 0.01% | 0.02% | 0.17% | Q4 2017 | Q3 2023 | 23 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 21 | 2 | 0.08% | 0.34% | 0.58% | Q3 2013 | Q3 2021 | 23 |
Hudock, Inc. | 23 | 23 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2022 | 23 |
Cedar Wealth Management, LLC | 23 | 23 | 0.14% | 1.19% | 1.78% | Q1 2018 | Q3 2023 | 23 |
WEDBUSH SECURITIES INC | 23 | 23 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
DAVIDSON INVESTMENT ADVISORS | 13 | 1 | 0.02% | 0.05% | 0.34% | Q3 2015 | Q3 2023 | 22 |
BOSTON FINANCIAL MANGEMENT LLC | 22 | 22 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 0.08% | 0.12% | 0.16% | Q4 2017 | Q3 2023 | 22 |
Allen Investment Management, LLC | 22 | 22 | 0.02% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 22 |
First Command Bank | 22 | 22 | 0.02% | 0.08% | 0.15% | Q1 2018 | Q2 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.01% | 0.03% | 0.03% | Q2 2018 | Q3 2023 | 22 |
NEW ENGLAND ASSET MANAGEMENT INC | 22 | 22 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2018 | 22 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2022 | 22 |
Arbor Investment Advisors, LLC | 17 | 1 | 0.04% | 0.24% | 0.32% | Q4 2010 | Q2 2023 | 22 |
HALL LAURIE J TRUSTEE | 13 | 9 | 0.21% | 0.25% | 0.31% | Q4 2017 | Q3 2023 | 22 |
CAMDEN NATIONAL BANK | 22 | 22 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q3 2023 | 22 |
First Command Financial Services, Inc. | 22 | 22 | 0.01% | 0.06% | 0.15% | Q1 2018 | Q2 2023 | 22 |
COMERICA SECURITIES INC | 22 | 22 | 0.09% | 0.46% | 1.36% | Q3 2013 | Q4 2018 | 22 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 21 |
Lutz Financial Services LLC | 21 | 21 | 0.22% | 0.58% | 1.29% | Q3 2018 | Q3 2023 | 21 |
FEDERATED HERMES, INC. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 0.14% | 0.22% | 0.35% | Q4 2017 | Q4 2022 | 21 |
Crewe Advisors LLC | 21 | 21 | 0.07% | 0.28% | 0.92% | Q3 2018 | Q3 2023 | 21 |
BB&T SECURITIES, LLC | 20 | 1 | 0.00% | 0.05% | 0.34% | Q4 2013 | Q3 2019 | 21 |
VERITY Wealth Advisors | 21 | 21 | 0.38% | 0.41% | 0.46% | Q4 2018 | Q4 2023 | 21 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 21 | 21 | 0.13% | 0.16% | 0.26% | Q1 2013 | Q1 2018 | 21 |
BINGHAM OSBORN & SCARBOROUGH LLC | 14 | 1 | 0.02% | 0.02% | 0.04% | Q2 2014 | Q3 2020 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.13% | 0.22% | 0.26% | Q2 2013 | Q2 2018 | 21 |
First Washington CORP | 21 | 21 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2021 | 21 |
Eldridge Investment Advisors, Inc. | 21 | 21 | 0.11% | 0.13% | 0.17% | Q3 2018 | Q3 2023 | 21 |
Thomasville National Bank | 8 | 1 | 0.02% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 21 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.01% | 0.86% | 4.53% | Q1 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.15% | Q3 2018 | Q3 2023 | 21 |
SEI INVESTMENTS CO | 12 | 1 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q4 2022 | 21 |
Simmons Bank | 20 | 20 | 0.22% | 0.44% | 0.72% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Wealth Planning Services, Inc. | 20 | 20 | 0.08% | 0.25% | 0.79% | Q4 2017 | Q3 2022 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.10% | 0.16% | 0.19% | Q2 2016 | Q1 2021 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.19% | 0.50% | 0.83% | Q4 2015 | Q3 2020 | 20 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 20 | 20 | 0.10% | 0.16% | 0.41% | Q4 2018 | Q3 2023 | 20 |
CHOREO, LLC | 11 | 1 | 0.01% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 20 |
Meridian Wealth Management, LLC | 14 | 1 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 20 |
FULTON BANK, N.A. | 20 | 20 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2018 | 20 |
Huntington Steele LLC | 20 | 20 | 2.40% | 3.20% | 4.41% | Q2 2013 | Q1 2018 | 20 |
WBH ADVISORY INC | 9 | 1 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q2 2023 | 20 |
TEACHERS ADVISORS, LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2018 | 20 |
One Capital Management, LLC | 19 | 1 | 0.02% | 0.29% | 0.56% | Q1 2014 | Q2 2021 | 20 |
Strategic Family Wealth Counselors, L.L.C. | 20 | 20 | 0.22% | 0.31% | 0.49% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.03% | 0.66% | 1.20% | Q4 2018 | Q3 2023 | 20 |
Balentine LLC | 12 | 8 | 0.00% | 0.18% | 0.83% | Q1 2015 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.05% | 0.11% | 0.17% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL BANK OF OMAHA | 20 | 20 | 0.12% | 0.17% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.16% | 0.18% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.07% | 0.09% | 0.11% | Q4 2013 | Q3 2018 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.16% | 0.19% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Campbell Wealth Management | 20 | 20 | 1.54% | 2.08% | 2.52% | Q4 2018 | Q3 2023 | 20 |
Alera Investment Advisors, LLC | 20 | 20 | 0.18% | 0.32% | 0.41% | Q4 2018 | Q3 2023 | 20 |
Waverly Advisors, LLC | 20 | 20 | 0.30% | 0.99% | 2.12% | Q4 2018 | Q3 2023 | 20 |
PRIVATE CAPITAL MANAGEMENT LLC | 20 | 20 | 0.61% | 0.87% | 1.33% | Q4 2018 | Q3 2023 | 20 |
Ameritas Investment Partners, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 15 | 5 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.27% | 0.41% | 0.70% | Q4 2017 | Q3 2022 | 20 |
Avantax Planning Partners, Inc. | 12 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.21% | 0.28% | 0.32% | Q4 2018 | Q3 2023 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2018 | 20 |
Tolleson Wealth Management, Inc. | 20 | 20 | 0.60% | 2.13% | 7.13% | Q4 2018 | Q3 2023 | 20 |
PrairieView Partners, LLC | 17 | 2 | 0.06% | 0.10% | 0.12% | Q4 2017 | Q3 2023 | 19 |
Ledyard National Bank | 19 | 19 | 0.17% | 0.18% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Hirtle Callaghan & Co LLC | 12 | 7 | 0.02% | 0.54% | 2.00% | Q3 2013 | Q4 2018 | 19 |
TSFG, LLC | 19 | 19 | 0.04% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.09% | 0.40% | Q4 2017 | Q2 2022 | 19 |
CHEMICAL BANK | 19 | 19 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q2 2019 | 19 |
BigSur Wealth Management LLC | 19 | 19 | 2.88% | 4.22% | 4.96% | Q1 2019 | Q3 2023 | 19 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 19 |
LOWE BROCKENBROUGH & CO INC | 19 | 19 | 0.04% | 0.08% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Ellis Investment Partners, LLC | 19 | 19 | 0.12% | 0.16% | 0.18% | Q1 2019 | Q3 2023 | 19 |
Leonard Rickey Investment Advisors P.L.L.C. | 19 | 19 | 0.08% | 0.13% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Proficio Capital Partners LLC | 19 | 19 | 3.08% | 6.53% | 9.07% | Q1 2019 | Q3 2023 | 19 |
FIRST CITIZENS BANK & TRUST CO | 14 | 5 | 0.01% | 0.08% | 0.96% | Q1 2018 | Q3 2023 | 19 |
Flaharty Asset Management, LLC | 12 | 1 | 0.05% | 0.10% | 0.18% | Q1 2017 | Q1 2022 | 19 |
FIRST NATIONAL TRUST CO | 19 | 19 | 0.02% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Johnson Financial Group, Inc. | 19 | 19 | 0.00% | 0.10% | 0.26% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 5 | 0.01% | 0.22% | 0.66% | Q1 2019 | Q3 2023 | 18 |
FORT PITT CAPITAL GROUP, LLC | 13 | 5 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q4 2020 | 18 |
Simply Money Advisors | 18 | 18 | 0.00% | 0.27% | 0.56% | Q4 2013 | Q1 2018 | 18 |
Brickley Wealth Management | 18 | 18 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q3 2022 | 18 |
Patriot Financial Group Insurance Agency, LLC | 8 | 4 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2021 | 18 |
Polaris Wealth Advisory Group, LLC | 18 | 18 | 0.17% | 0.33% | 0.59% | Q3 2014 | Q4 2018 | 18 |
UNITED BANK, INC. | 18 | 18 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q3 2017 | 18 |
PRW Wealth Management LLC | 16 | 1 | 0.11% | 1.28% | 2.41% | Q4 2018 | Q3 2023 | 18 |
Trust Co | 8 | 5 | 0.00% | 0.55% | 6.84% | Q2 2015 | Q3 2023 | 18 |
BRR OpCo, LLC | 10 | 4 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
UBS ASSET MANAGEMENT AMERICAS INC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.12% | 0.16% | 0.23% | Q2 2013 | Q3 2017 | 18 |
RVW Wealth, LLC | 18 | 18 | 0.00% | 0.08% | 0.26% | Q3 2019 | Q4 2023 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 18 |
TWO SIGMA SECURITIES, LLC | 6 | 2 | 0.00% | 0.10% | 0.73% | Q1 2015 | Q4 2021 | 18 |
SIGNATUREFD, LLC | 17 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 18 |
COLONY GROUP LLC | 14 | 1 | 0.01% | 0.31% | 0.88% | Q3 2014 | Q3 2023 | 18 |
COMERICA SECURITIES,INC. | 14 | 1 | 0.02% | 0.12% | 0.56% | Q1 2019 | Q3 2023 | 17 |
BKS ADVISORS, LLC | 17 | 17 | 0.82% | 1.00% | 1.21% | Q1 2015 | Q1 2019 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 8 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.55% | 1.35% | 2.71% | Q2 2013 | Q2 2017 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
ZEKE CAPITAL ADVISORS, LLC | 17 | 17 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q4 2022 | 17 |
CADENCE BANK NA | 12 | 1 | 0.06% | 0.16% | 0.20% | Q2 2014 | Q1 2022 | 17 |
Steward Partners Investment Advisory, LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 17 |
JAMES INVESTMENT RESEARCH INC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2023 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 10 | 7 | 0.03% | 0.12% | 0.23% | Q3 2018 | Q3 2023 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q4 2017 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Legacy Financial Advisors, Inc. | 13 | 1 | 0.00% | 0.22% | 0.39% | Q4 2017 | Q3 2023 | 17 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 17 | 17 | 0.00% | 0.09% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Red Spruce Capital, LLC | 17 | 17 | 0.88% | 0.99% | 1.12% | Q4 2019 | Q4 2023 | 17 |
New Capital Management LP | 13 | 4 | 0.01% | 0.16% | 0.34% | Q4 2016 | Q1 2021 | 17 |
AQR Capital Management | 17 | 17 | 0.18% | 0.26% | 0.37% | Q3 2015 | Q3 2019 | 17 |
ARS Wealth Advisors, LLC | 17 | 17 | 0.08% | 0.52% | 0.81% | Q2 2017 | Q2 2021 | 17 |
M&T BANK CORP | 10 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 17 |
HRT FINANCIAL LP | 15 | 1 | 0.01% | 0.29% | 1.68% | Q2 2015 | Q3 2023 | 17 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.07% | 0.08% | 0.08% | Q4 2019 | Q3 2023 | 16 |
PHILADELPHIA TRUST CO | 16 | 16 | 0.09% | 0.18% | 0.37% | Q1 2016 | Q4 2019 | 16 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.16% | Q3 2017 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.50% | 0.86% | 1.70% | Q4 2019 | Q3 2023 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 1.09% | 2.37% | 5.02% | Q4 2019 | Q3 2023 | 16 |
SPINNAKER TRUST | 16 | 16 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Armbruster Capital Management, Inc. | 8 | 8 | 0.09% | 0.31% | 2.15% | Q2 2016 | Q3 2023 | 16 |
BBR PARTNERS, LLC | 15 | 1 | 0.05% | 1.18% | 1.77% | Q3 2016 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Harfst & Associates, Inc. | 12 | 4 | 0.05% | 0.09% | 0.13% | Q2 2015 | Q1 2022 | 16 |
Perigon Wealth Management, LLC | 15 | 1 | 0.01% | 0.03% | 0.05% | Q3 2011 | Q3 2023 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.06% | 0.13% | 0.21% | Q3 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.24% | 0.38% | 0.52% | Q2 2013 | Q1 2017 | 16 |
NWK Group, Inc. | 16 | 16 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Realta Investment Advisors | 12 | 4 | 0.02% | 0.08% | 0.12% | Q1 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
APPLETON PARTNERS INC/MA | 16 | 16 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2022 | 16 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16 | 16 | 0.07% | 1.34% | 2.64% | Q4 2019 | Q3 2023 | 16 |
Bay Harbor Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 16 |
Consolidated Investment Group LLC | 16 | 16 | 2.58% | 5.76% | 7.94% | Q2 2013 | Q1 2017 | 16 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q1 2019 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.04% | 0.07% | 0.07% | Q4 2019 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.23% | 0.54% | 1.71% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.24% | 0.34% | 0.83% | Q4 2019 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 16 |
Marquette Asset Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.07% | 0.20% | 0.66% | Q4 2019 | Q3 2023 | 16 |
SCOTIA CAPITAL INC. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
DERBY & COMPANY, INC | 16 | 16 | 7.75% | 8.99% | 11.30% | Q4 2017 | Q3 2021 | 16 |
NATIONAL PLANNING CORP | 13 | 3 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q3 2017 | 16 |
Firestone Capital Management | 16 | 16 | 0.29% | 0.41% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.14% | 0.17% | 0.25% | Q4 2019 | Q3 2023 | 16 |
V Wealth Advisors LLC | 11 | 1 | 0.04% | 0.08% | 0.21% | Q2 2016 | Q2 2023 | 16 |
CERTUITY, LLC | 16 | 16 | 0.09% | 0.45% | 0.84% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.10% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Family Firm, Inc. | 16 | 16 | 14.08% | 15.40% | 16.23% | Q4 2019 | Q3 2023 | 16 |
Cubic Asset Management, LLC | 16 | 16 | 0.06% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
AlphaCore Capital LLC | 16 | 16 | 6.70% | 13.81% | 19.79% | Q4 2019 | Q3 2023 | 16 |
OXFORD FINANCIAL GROUP, LTD. LLC | 16 | 16 | 0.15% | 0.21% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Beaumont Asset Management, L.L.C. | 16 | 16 | 0.49% | 0.66% | 0.88% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.42% | 0.69% | 1.24% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.01% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 6.08% | 7.56% | 9.46% | Q4 2019 | Q3 2023 | 16 |
Sand Hill Global Advisors, LLC | 16 | 16 | 0.15% | 0.21% | 0.33% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.10% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Circle Wealth Management, LLC | 16 | 16 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Hilltop Holdings Inc. | 7 | 2 | 0.02% | 0.57% | 1.75% | Q3 2016 | Q1 2022 | 15 |
Geller Advisors LLC | 15 | 15 | 0.69% | 7.73% | 16.73% | Q1 2020 | Q3 2023 | 15 |
NEW SOUTH CAPITAL MANAGEMENT INC | 10 | 1 | 0.02% | 0.14% | 0.35% | Q2 2016 | Q4 2022 | 15 |
HANTZ FINANCIAL SERVICES, INC. | 15 | 15 | 9.09% | 9.76% | 10.46% | Q1 2020 | Q3 2023 | 15 |
Harvest Fund Management Co., Ltd | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 4 | 0.00% | 0.07% | 0.54% | Q4 2017 | Q4 2022 | 15 |
BT Wealth Management LLC | 15 | 15 | 0.07% | 0.22% | 0.77% | Q4 2018 | Q2 2022 | 15 |
Virtu Financial LLC | 8 | 1 | 0.02% | 0.62% | 1.99% | Q2 2014 | Q3 2019 | 15 |
Modera Wealth Management, LLC | 15 | 15 | 0.03% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.07% | 0.11% | Q2 2016 | Q4 2019 | 15 |
Apella Capital, LLC | 12 | 3 | 0.10% | 0.30% | 0.61% | Q1 2020 | Q4 2023 | 15 |
Caprock Group, LLC | 15 | 15 | 1.87% | 2.90% | 4.54% | Q1 2020 | Q3 2023 | 15 |
Intelligence Driven Advisers, LLC | 12 | 1 | 0.16% | 1.43% | 2.24% | Q4 2018 | Q3 2023 | 15 |
Plancorp, LLC | 14 | 1 | 0.02% | 0.05% | 0.35% | Q1 2015 | Q3 2023 | 15 |
Meridian Financial Partners LLC | 13 | 1 | 1.17% | 5.74% | 6.72% | Q4 2018 | Q2 2023 | 15 |
ZACKS INVESTMENT MANAGEMENT | 9 | 1 | 0.00% | 0.04% | 0.11% | Q4 2014 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.10% | 0.15% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 15 | 15 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Stokes & Hubbell Capital Management, LLC | 15 | 15 | 0.12% | 0.16% | 0.24% | Q3 2015 | Q1 2019 | 15 |
EPIQ Capital Group, LLC | 15 | 15 | 0.02% | 0.21% | 0.54% | Q1 2020 | Q3 2023 | 15 |
Ascent Wealth Partners, LLC | 15 | 15 | 0.78% | 1.29% | 2.83% | Q1 2020 | Q3 2023 | 15 |
Geneva Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 15 |
Schwab Charitable Fund | 9 | 6 | 0.08% | 0.22% | 0.32% | Q4 2017 | Q1 2022 | 15 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.85% | 1.05% | 1.32% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.04% | 0.32% | 1.09% | Q1 2020 | Q3 2023 | 15 |
BEACH INVESTMENT COUNSEL INC/PA | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2022 | 15 |
HOWE & RUSLING INC | 15 | 15 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
HC Advisors, LLC | 14 | 1 | 0.61% | 0.68% | 0.93% | Q4 2019 | Q3 2023 | 15 |
ATLAS CAPITAL ADVISORS LLC | 10 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.03% | 0.04% | 0.08% | Q4 2017 | Q2 2021 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.14% | 0.15% | 0.16% | Q4 2019 | Q3 2023 | 15 |
CAPE COD FIVE CENTS SAVINGS BANK | 15 | 15 | 0.05% | 0.23% | 0.82% | Q2 2013 | Q4 2016 | 15 |
FIRST MANHATTAN CO. LLC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 5 | 0.36% | 0.78% | 1.79% | Q4 2019 | Q3 2023 | 15 |
Smithfield Trust Co | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 15 |
Wade Financial Advisory, Inc | 14 | 14 | 0.19% | 0.22% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Summit Financial Strategies, Inc. | 14 | 14 | 0.07% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Corundum Group, Inc. | 11 | 3 | 0.40% | 0.78% | 1.45% | Q3 2013 | Q2 2018 | 14 |
RHUMBLINE ADVISERS | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 14 |
Alpha Cubed Investments, LLC | 7 | 3 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 14 |
TOMPKINS FINANCIAL CORP | 10 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2023 | 14 |
Disciplined Investments, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
CHILTON CAPITAL MANAGEMENT LLC | 11 | 3 | 0.00% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 14 |
K.J. Harrison & Partners Inc | 11 | 3 | 0.03% | 0.06% | 0.12% | Q3 2019 | Q2 2023 | 14 |
JCIC Asset Management Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q4 2019 | 14 |
Mount Yale Investment Advisors, LLC | 10 | 4 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q4 2021 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.45% | 0.56% | 0.64% | Q2 2020 | Q3 2023 | 14 |
Wall Capital Group, Inc. | 4 | 1 | 0.00% | 2.00% | 4.84% | Q1 2017 | Q2 2023 | 14 |
SALEM INVESTMENT COUNSELORS INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Quantitative Advantage, LLC | 14 | 14 | 0.18% | 4.17% | 8.30% | Q4 2019 | Q1 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.14% | 0.61% | Q2 2017 | Q3 2020 | 14 |
CHARTWELL INVESTMENT PARTNERS, LLC | 14 | 14 | 0.14% | 0.15% | 0.18% | Q2 2020 | Q3 2023 | 14 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 8 | 6 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 14 |
Cerity Partners LLC | 12 | 1 | 0.01% | 0.09% | 0.38% | Q4 2018 | Q3 2023 | 13 |
Wealth CMT | 7 | 6 | 6.16% | 10.24% | 24.17% | Q4 2019 | Q1 2023 | 13 |
Covenant Multifamily Offices, LLC | 12 | 1 | 0.15% | 0.95% | 1.67% | Q4 2013 | Q3 2021 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 13 |
Atria Investments, Inc | 4 | 1 | 0.01% | 0.06% | 0.17% | Q3 2013 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
MOTCO | 12 | 1 | 0.00% | 0.01% | 0.11% | Q2 2019 | Q3 2023 | 13 |
LITTLE HOUSE CAPITAL LLC | 7 | 2 | 0.09% | 0.75% | 2.35% | Q1 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.05% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
ClearBridge Investments | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 13 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.02% | 0.02% | Q2 2014 | Q3 2023 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Parkside Investments, LLC | 11 | 2 | 0.08% | 0.54% | 1.58% | Q4 2019 | Q1 2023 | 13 |
DEUTSCHE BANK AG\ | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2021 | 13 |
First Financial Bank - Trust Division | 13 | 13 | 0.27% | 0.29% | 0.32% | Q1 2016 | Q1 2019 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 13 |
Baystate Wealth Management LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 13 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.07% | 0.36% | Q4 2015 | Q3 2023 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.19% | 0.23% | 0.31% | Q1 2020 | Q3 2023 | 13 |
Wechter Feldman Wealth Management, Inc. | 13 | 13 | 11.52% | 13.63% | 16.11% | Q4 2016 | Q4 2019 | 13 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.61% | 1.15% | 1.95% | Q2 2013 | Q2 2016 | 13 |
Williams Jones Wealth Management, LLC. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 13 |
Apriem Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Institute for Wealth Management, LLC. | 13 | 13 | 0.36% | 0.41% | 0.44% | Q3 2020 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 8 | 5 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.96% | 1.11% | 1.24% | Q1 2012 | Q3 2023 | 13 |
TBH Global Asset Management, LLC | 13 | 13 | 0.10% | 0.12% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Rain Capital Management, LLC | 9 | 4 | 0.00% | 0.07% | 0.37% | Q4 2015 | Q3 2023 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.34% | 1.03% | Q3 2013 | Q3 2018 | 13 |
CONGRESS ASSET MANAGEMENT CO /MA | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.19% | 0.25% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Monument Capital Management | 7 | 5 | 0.09% | 0.27% | 0.64% | Q4 2018 | Q1 2022 | 12 |
Castle Rock Wealth Management, LLC | 11 | 1 | 0.10% | 0.37% | 0.74% | Q4 2019 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
PACES FERRY WEALTH ADVISORS, LLC | 8 | 4 | 0.16% | 0.18% | 0.20% | Q3 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.42% | 0.50% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Brookstone Capital Management | 11 | 1 | 0.00% | 0.12% | 0.52% | Q2 2015 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q3 2023 | 12 |
MORGAN JESS S & CO INC | 12 | 12 | 1.74% | 3.18% | 4.73% | Q4 2019 | Q3 2022 | 12 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 0.36% | 0.38% | 0.41% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.49% | 0.71% | 1.18% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 1.78% | 2.09% | 2.98% | Q4 2020 | Q3 2023 | 12 |
MONECO Advisors, LLC | 9 | 1 | 0.07% | 0.13% | 0.33% | Q4 2018 | Q3 2023 | 12 |
North Forty Management, LLC | 12 | 12 | 1.98% | 2.44% | 2.98% | Q2 2013 | Q1 2016 | 12 |
McClarren Financial Advisors, Inc. | 12 | 12 | 2.03% | 2.55% | 6.31% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.01% | 0.04% | 0.22% | Q2 2013 | Q1 2016 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.07% | 0.26% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 0.41% | 0.45% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Newton One Investments LLC | 12 | 12 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Financial Enhancement Group LLC | 11 | 1 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q3 2022 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 2.77% | 3.48% | 3.98% | Q4 2020 | Q3 2023 | 12 |
Waypoint Wealth Partners Inc. | 12 | 12 | 0.16% | 0.20% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.20% | 0.50% | 0.94% | Q4 2020 | Q3 2023 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 0.08% | 0.13% | 0.16% | Q4 2015 | Q3 2018 | 12 |
COMMUNITY TRUST & INVESTMENT CO | 12 | 12 | 0.21% | 0.24% | 0.26% | Q2 2018 | Q1 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Cornerstone Capital, Inc. | 12 | 12 | 0.03% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Country Club Trust Company, n.a. | 6 | 6 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q4 2021 | 12 |
Cypress Capital Management LLC (WY) | 12 | 12 | 0.22% | 0.49% | 1.31% | Q1 2019 | Q4 2021 | 12 |
Investors Capital Advisory Services | 9 | 3 | 0.04% | 0.08% | 0.19% | Q2 2013 | Q2 2016 | 12 |
Intercontinental Wealth Advisors, LLC | 9 | 1 | 0.05% | 1.20% | 3.96% | Q2 2019 | Q2 2023 | 12 |
AMERICAN NATIONAL BANK | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Financial Services Advisory Inc | 7 | 1 | 1.70% | 9.33% | 19.40% | Q4 2017 | Q4 2021 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 12 |
Syverson Strege & Co | 12 | 12 | 0.11% | 0.23% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Ashford Advisors, LLC | 12 | 12 | 0.17% | 0.43% | 1.14% | Q4 2020 | Q3 2023 | 12 |
People's United Financial, Inc. | 12 | 12 | 0.05% | 0.06% | 0.10% | Q2 2019 | Q1 2022 | 12 |
N.E.W. Advisory Services LLC | 12 | 12 | 0.04% | 0.08% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Integre Asset Management, LLC | 11 | 1 | 0.23% | 0.45% | 1.19% | Q4 2016 | Q4 2019 | 12 |
SUMMIT FINANCIAL GROUP, INC. | 12 | 12 | 0.08% | 0.33% | 0.54% | Q2 2019 | Q1 2022 | 12 |
Key FInancial Inc | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Sterling Capital Management LLC | 5 | 1 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q3 2019 | 12 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 1.33% | 1.90% | 2.70% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Campion Asset Management | 11 | 11 | 0.20% | 0.22% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 7 | 4 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2022 | 11 |
Personal Capital Advisors Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.05% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 11 |
HL FINANCIAL SERVICES LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 11 |
SYMONS CAPITAL MANAGEMENT INC | 11 | 11 | 0.05% | 0.10% | 0.14% | Q1 2015 | Q3 2017 | 11 |
1834 INVESTMENT ADVISORS CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
New England Private Wealth Advisors LLC | 11 | 11 | 0.05% | 0.30% | 0.51% | Q1 2021 | Q3 2023 | 11 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 6 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 11 |
WILLIAMS JONES & ASSOCIATES LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
FIRST MERCANTILE TRUST CO | 11 | 11 | 0.21% | 0.26% | 0.31% | Q2 2013 | Q4 2015 | 11 |
Timber Hill LLC | 6 | 2 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q1 2018 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.08% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.21% | 0.31% | 0.45% | Q4 2017 | Q2 2020 | 11 |
Sandy Spring Bank | 9 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Members Trust Co | 9 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Clark Capital Management Group, Inc. | 6 | 1 | 0.00% | 0.13% | 1.26% | Q4 2014 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 11 |
BADGLEY PHELPS & BELL INC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 11 |
BECKER CAPITAL MANAGEMENT INC | 11 | 11 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q1 2016 | 11 |
55I, LLC | 11 | 11 | 0.03% | 0.07% | 0.18% | Q1 2020 | Q3 2022 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.34% | 0.37% | 0.42% | Q1 2021 | Q3 2023 | 11 |
REDW Wealth LLC | 6 | 4 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 10 |
NTV ASSET MANAGEMENT LLC | 10 | 10 | 0.16% | 0.19% | 0.20% | Q2 2013 | Q3 2015 | 10 |
Pinnacle Family Advisors, LLC | 10 | 10 | 0.24% | 0.36% | 0.56% | Q4 2016 | Q1 2019 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Asset Allocation & Management Company, LLC | 5 | 1 | 0.27% | 0.48% | 0.71% | Q4 2019 | Q3 2023 | 10 |
Asset Planning Services, Ltd. | 8 | 2 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q3 2019 | 10 |
Convergent Wealth Advisors | 10 | 10 | 0.15% | 0.36% | 1.00% | Q2 2013 | Q3 2015 | 10 |
Heritage Wealth Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.04% | 0.08% | 0.11% | Q3 2013 | Q4 2015 | 10 |
FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 3 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
North Star Investment Management Corp. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 10 | 10 | 0.22% | 0.43% | 0.60% | Q4 2018 | Q1 2021 | 10 |
MCIA Inc | 10 | 10 | 1.16% | 1.41% | 1.78% | Q2 2017 | Q3 2019 | 10 |
CIM INVESTMENT MANAGEMENT INC | 10 | 10 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Strategic Wealth Partners Group, LLC | 4 | 1 | 0.04% | 0.07% | 0.12% | Q4 2016 | Q1 2022 | 10 |
BlackRock Investment Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2016 | 10 |
Dynamic Advisor Solutions LLC | 9 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.12% | 0.23% | 0.42% | Q4 2017 | Q1 2020 | 10 |
Acropolis Investment Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Rappaport Reiches Capital Management, LLC | 10 | 10 | 0.11% | 0.35% | 0.68% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
CONDOR CAPITAL MANAGEMENT | 7 | 3 | 0.09% | 0.20% | 0.62% | Q1 2016 | Q3 2023 | 10 |
CUMBERLAND ADVISORS INC | 10 | 10 | 2.85% | 4.18% | 7.25% | Q4 2017 | Q1 2020 | 10 |
Trek Financial, LLC | 10 | 10 | 0.07% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 7 | 1 | 0.01% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 10 | 0.00% | 0.05% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Stratos Wealth Partners, LTD. | 7 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 10 |
DAVIS SELECTED ADVISERS | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2022 | 10 |
One Charles Private Wealth Services, LLC | 10 | 10 | 0.15% | 0.16% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Financial Engines Advisors L.L.C. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
Autus Asset Management, LLC | 7 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2021 | 10 |
WealthShield Partners, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 10 |
Sterneck Capital Management, LLC | 10 | 10 | 0.18% | 0.24% | 0.42% | Q2 2021 | Q3 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 1.18% | 1.44% | 1.78% | Q2 2021 | Q3 2023 | 10 |
Outlook Wealth Advisors, LLC | 10 | 10 | 0.10% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Bremer Bank National Association | 9 | 9 | 0.10% | 0.14% | 0.19% | Q1 2019 | Q1 2021 | 9 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.54% | 1.55% | 3.03% | Q2 2020 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
FORT PITT CAPITAL GROUP INC | 5 | 4 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2015 | 9 |
EARNEST PARTNERS LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 9 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 1 | 0.04% | 0.33% | 2.48% | Q1 2017 | Q4 2019 | 9 |
MONETARY MANAGEMENT GROUP INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
Trexquant Investment LP | 4 | 2 | 0.01% | 0.05% | 0.17% | Q4 2019 | Q3 2023 | 9 |
Portfolio Strategies, Inc. | 5 | 4 | 0.02% | 2.80% | 6.15% | Q4 2017 | Q3 2023 | 9 |
Hemenway Trust Co LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q4 2021 | 9 |
Coyle Financial Counsel LLC | 5 | 1 | 0.30% | 0.49% | 0.78% | Q3 2016 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
WESPAC Advisors, LLC | 3 | 1 | 0.12% | 0.26% | 0.42% | Q2 2016 | Q3 2019 | 9 |
Lourd Capital, LLC | 9 | 9 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2015 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Dempze Nancy E | 8 | 1 | 0.41% | 0.46% | 0.55% | Q4 2015 | Q3 2023 | 9 |
Barber Financial Group, Inc. | 6 | 3 | 0.06% | 0.12% | 0.22% | Q3 2017 | Q4 2019 | 9 |
Tradition Wealth Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Connecticut Wealth Management, LLC | 6 | 3 | 0.02% | 0.12% | 0.18% | Q3 2017 | Q3 2023 | 9 |
Financial Council Asset Management Inc | 9 | 9 | 2.56% | 4.69% | 6.98% | Q3 2021 | Q3 2023 | 9 |
SlateStone Wealth, LLC | 4 | 2 | 0.05% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 9 |
Portland Global Advisors LLC | 9 | 9 | 0.11% | 0.21% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Fusion Family Wealth LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 9 |
Sabal Trust CO | 9 | 9 | 0.01% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.47% | 1.62% | 2.66% | Q4 2018 | Q4 2020 | 9 |
Capital Asset Advisory Services LLC | 5 | 1 | 0.00% | 0.89% | 1.91% | Q4 2016 | Q4 2022 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.10% | 0.23% | 0.39% | Q3 2021 | Q3 2023 | 9 |
FFT WEALTH MANAGEMENT LLC | 9 | 9 | 8.83% | 11.27% | 13.51% | Q3 2021 | Q3 2023 | 9 |
Betterment LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
JACOBS & CO/CA | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
MYCIO WEALTH PARTNERS, LLC | 7 | 1 | 0.00% | 0.06% | 0.12% | Q3 2015 | Q4 2019 | 9 |
Fluent Financial, LLC | 5 | 1 | 0.09% | 0.13% | 0.18% | Q3 2018 | Q3 2023 | 9 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.03% | 0.11% | Q4 2016 | Q1 2023 | 9 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 9 | 9 | 0.00% | 0.14% | 0.89% | Q3 2021 | Q3 2023 | 9 |
RAYMOND JAMES TRUST N.A. | 8 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 9 |
TECTONIC ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Highmount Capital, LLC | 9 | 9 | 2.42% | 2.57% | 2.80% | Q2 2013 | Q2 2015 | 9 |
Hefty Wealth Partners | 8 | 8 | 0.07% | 0.39% | 0.81% | Q1 2016 | Q4 2017 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 0.34% | 0.75% | 1.57% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.26% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 6.99% | 10.12% | 13.65% | Q4 2021 | Q3 2023 | 8 |
Valmark Advisers, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 2.63% | 2.87% | 3.37% | Q4 2021 | Q3 2023 | 8 |
Francis Financial, Inc. | 6 | 2 | 0.28% | 0.51% | 0.90% | Q4 2017 | Q3 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 1.66% | 2.35% | 3.06% | Q4 2021 | Q3 2023 | 8 |
Threshold Group LLC | 8 | 8 | 4.34% | 6.96% | 9.93% | Q4 2015 | Q3 2017 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mason & Associates Inc | 8 | 8 | 0.21% | 0.30% | 0.36% | Q4 2021 | Q3 2023 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 1.64% | 2.56% | 4.09% | Q2 2013 | Q1 2015 | 8 |
Colorado Capital Management, Inc. | 8 | 8 | 0.24% | 0.26% | 0.29% | Q3 2016 | Q2 2018 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Van Hulzen Asset Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q1 2022 | 8 |
Chevy Chase Trust Holdings, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 8 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.19% | 0.46% | Q1 2015 | Q1 2023 | 8 |
BREWIN DOLPHIN LTD | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 1.47% | 1.73% | 2.19% | Q4 2021 | Q3 2023 | 8 |
LGL PARTNERS, LLC | 8 | 8 | 9.75% | 11.72% | 13.14% | Q4 2021 | Q3 2023 | 8 |
Certified Advisory Corp | 7 | 1 | 0.00% | 0.01% | 0.10% | Q4 2017 | Q2 2023 | 8 |
Georgetown University | 8 | 8 | 8.78% | 15.24% | 20.50% | Q4 2021 | Q3 2023 | 8 |
9258 Wealth Management, LLC | 8 | 8 | 0.21% | 0.32% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2019 | 8 |
AHL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.23% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Cypress Wealth Services, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q1 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Carnegie Capital Asset Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.08% | 0.17% | 0.27% | Q4 2021 | Q3 2023 | 8 |
GAM Holding AG | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 8 |
Greenline Partners, LLC | 8 | 8 | 0.46% | 0.63% | 0.74% | Q4 2021 | Q3 2023 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.87% | 1.01% | 1.15% | Q4 2021 | Q3 2023 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 0.72% | 0.88% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Spring Creek Investment Management, LLC | 8 | 8 | 3.26% | 4.34% | 5.74% | Q4 2018 | Q3 2020 | 8 |
Riggs Asset Managment Co. Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 8 |
FIRST AMERICAN TRUST, FSB | 4 | 1 | 0.05% | 0.13% | 0.44% | Q4 2014 | Q4 2022 | 8 |
Brooklyn FI, LLC | 8 | 8 | 7.07% | 9.50% | 11.03% | Q4 2021 | Q3 2023 | 8 |
KEB ASSET MANAGEMENT, LLC | 8 | 8 | 0.28% | 0.34% | 0.42% | Q4 2021 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.60% | 0.68% | 0.73% | Q2 2013 | Q1 2015 | 8 |
PARK AVENUE SECURITIES LLC | 3 | 1 | 0.01% | 0.39% | 0.67% | Q1 2019 | Q4 2022 | 8 |
Cohen Capital Management, Inc. | 7 | 1 | 0.27% | 0.29% | 0.31% | Q2 2018 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 0.53% | 0.66% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q1 2015 | 8 |
Gould Capital, LLC | 8 | 8 | 0.26% | 0.35% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Dorsey & Whitney Trust CO LLC | 8 | 8 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
AGILIS PARTNERS LLC | 8 | 8 | 0.64% | 5.08% | 7.15% | Q4 2021 | Q3 2023 | 8 |
KilterHowling LLC | 8 | 8 | 0.35% | 1.62% | 6.35% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
CITY NATIONAL BANK | 8 | 8 | 0.17% | 0.23% | 0.27% | Q4 2013 | Q3 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.32% | 0.33% | 0.35% | Q1 2021 | Q3 2023 | 8 |
Karp Capital Management Corp | 5 | 1 | 0.03% | 2.27% | 6.74% | Q1 2017 | Q3 2022 | 8 |
Visionary Wealth Advisors | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Jaffetilchin Investment Partners, LLC | 7 | 7 | 0.27% | 0.74% | 1.29% | Q1 2022 | Q3 2023 | 7 |
Reynders McVeigh Capital Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Stearns Financial Services Group | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 7 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 1 | 0.16% | 0.19% | 0.21% | Q2 2019 | Q1 2022 | 7 |
Nvest Financial, LLC | 7 | 7 | 1.17% | 1.34% | 1.60% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2023 | 7 |
Summit Place Financial Advisors, LLC | 7 | 7 | 1.08% | 1.18% | 1.33% | Q3 2020 | Q1 2022 | 7 |
Accurate Wealth Management, LLC | 7 | 7 | 0.11% | 0.17% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.13% | 0.22% | 0.39% | Q1 2020 | Q3 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.25% | 0.28% | 0.31% | Q4 2016 | Q2 2018 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Schechter Investment Advisors, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.25% | 0.26% | 0.26% | Q2 2020 | Q4 2021 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2021 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 7 |
Rockwood Wealth Management, LLC | 7 | 7 | 0.04% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
TCF National Bank | 7 | 7 | 0.04% | 0.06% | 0.09% | Q3 2019 | Q1 2021 | 7 |
Wedmont Private Capital | 7 | 7 | 0.21% | 0.29% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
GIRARD SECURITIES, INC. | 7 | 7 | 0.30% | 0.56% | 0.68% | Q4 2015 | Q2 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Destiny Wealth Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Westside Investment Management, Inc. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Dakota Wealth Management | 7 | 7 | 0.02% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
ALESCO ADVISORS LLC | 7 | 7 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.07% | 0.18% | 0.64% | Q3 2019 | Q2 2023 | 7 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q4 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.06% | 0.22% | 0.57% | Q1 2022 | Q3 2023 | 7 |
Allianz Asset Management GmbH | 7 | 7 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q2 2020 | 7 |
Choate Investment Advisors | 7 | 7 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q3 2022 | 7 |
Operose Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Costello Asset Management, INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2016 | 7 |
M Holdings Securities, Inc. | 6 | 1 | 0.02% | 0.20% | 0.29% | Q1 2014 | Q1 2022 | 7 |
Psagot Value Holdings Ltd. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 7 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q4 2016 | 7 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 4 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q4 2015 | 7 |
MOTIVE WEALTH ADVISORS | 7 | 7 | 0.44% | 0.77% | 1.23% | Q2 2021 | Q4 2022 | 7 |
BOYS ARNOLD & CO INC | 5 | 2 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q1 2020 | 7 |
Capital Advisors Wealth Management, LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 6 |
Oxbow Advisors, LLC | 6 | 6 | 0.04% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 6 |
Allworth Financial LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
Foster Group, Inc. | 6 | 6 | 0.08% | 0.12% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Simplicity Solutions, LLC | 3 | 1 | 0.03% | 0.06% | 0.20% | Q4 2015 | Q3 2023 | 6 |
Grant/GrossMendelsohn, LLC | 4 | 2 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 6 |
Stone House Investment Management, LLC | 4 | 2 | 0.12% | 4.34% | 10.80% | Q2 2018 | Q4 2019 | 6 |
Regal Wealth Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2021 | 6 |
Procyon Advisors, LLC | 3 | 1 | 0.01% | 0.08% | 0.28% | Q4 2019 | Q3 2023 | 6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2023 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 4.55% | 4.87% | 5.42% | Q2 2022 | Q3 2023 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 1 | 0.01% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 6 |
Legacy Advisors, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 5.23% | 6.15% | 6.75% | Q4 2020 | Q1 2022 | 6 |
MANCHESTER FINANCIAL INC | 6 | 6 | 0.31% | 0.36% | 0.44% | Q2 2022 | Q3 2023 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2017 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.18% | 0.26% | 0.51% | Q2 2013 | Q3 2014 | 6 |
BTC Capital Management, Inc. | 4 | 1 | 0.05% | 0.30% | 0.44% | Q1 2015 | Q3 2023 | 6 |
Concert Wealth Management Inc. | 6 | 6 | 0.03% | 0.19% | 0.29% | Q2 2015 | Q3 2016 | 6 |
Johnson Financial Group, LLC | 6 | 6 | 0.76% | 0.90% | 1.32% | Q4 2016 | Q1 2018 | 6 |
Strategic Equity Management | 6 | 6 | 4.44% | 10.24% | 13.90% | Q2 2022 | Q3 2023 | 6 |
Facet Wealth, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Epstein & White Financial LLC | 6 | 6 | 4.25% | 4.95% | 5.71% | Q1 2020 | Q2 2021 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 4.96% | 7.32% | 8.48% | Q4 2019 | Q1 2021 | 6 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 1 | 0.09% | 0.11% | 0.16% | Q1 2018 | Q1 2022 | 6 |
DBK Financial Counsel, LLC | 6 | 6 | 0.32% | 0.60% | 0.91% | Q4 2021 | Q1 2023 | 6 |
ARS Investment Partners, LLC | 6 | 6 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q1 2018 | 6 |
Houlihan Financial Resource Group, Ltd. | 2 | 1 | 0.28% | 0.29% | 0.30% | Q4 2019 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Retirement Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
XPONANCE, INC. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
ICONIQ Capital, LLC | 6 | 6 | 0.02% | 0.09% | 0.17% | Q4 2016 | Q1 2018 | 6 |
Waypoint Capital Advisors, LLC | 6 | 6 | 0.53% | 0.62% | 0.76% | Q2 2022 | Q3 2023 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Capital Investment Advisory Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Bluesphere Advisors, LLC | 6 | 6 | 0.25% | 0.27% | 0.31% | Q4 2020 | Q1 2022 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
VICUS CAPITAL | 6 | 6 | 0.50% | 0.70% | 0.89% | Q2 2013 | Q3 2014 | 6 |
World Asset Management Inc | 6 | 6 | 0.09% | 0.17% | 0.35% | Q1 2020 | Q2 2021 | 6 |
CX Institutional | 5 | 1 | 0.00% | 0.11% | 0.39% | Q2 2018 | Q2 2022 | 6 |
Steinberg Global Asset Management | 5 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q3 2018 | 6 |
Montecito Bank & Trust | 4 | 2 | 0.05% | 0.33% | 0.91% | Q3 2013 | Q1 2022 | 6 |
Forward Management, LLC | 3 | 1 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q4 2015 | 6 |
Leelyn Smith, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Ausdal Financial Partners, Inc. | 6 | 6 | 0.24% | 0.25% | 0.28% | Q4 2015 | Q1 2017 | 6 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q1 2023 | 6 |
Atlantic Union Bankshares Corp | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
SteelBridge Private Wealth Advisors LLC | 6 | 6 | 0.53% | 2.48% | 3.22% | Q1 2016 | Q2 2017 | 6 |
Belvedere Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Archer Investment Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
HBK Sorce Advisory LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Tanager Wealth Management LLP | 6 | 6 | 2.32% | 3.39% | 5.51% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Revolve Wealth Partners, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Altium Wealth Management LLC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q3 2019 | 6 |
Measured Wealth Private Client Group, LLC | 6 | 6 | 0.25% | 0.48% | 0.66% | Q1 2020 | Q2 2021 | 6 |
MILLER HOWARD INVESTMENTS INC /NY | 5 | 1 | 0.10% | 0.25% | 0.49% | Q4 2016 | Q4 2018 | 6 |
FIRST INTERSTATE BANK | 4 | 1 | 0.06% | 0.33% | 1.39% | Q2 2022 | Q3 2023 | 5 |
Fortitude Advisory Group L.L.C. | 3 | 2 | 0.01% | 0.19% | 0.30% | Q4 2021 | Q1 2023 | 5 |
Invesco Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 5 |
Allegis Investment Advisors, LLC | 5 | 5 | 0.20% | 0.65% | 1.00% | Q4 2015 | Q4 2016 | 5 |
TCTC Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 0.20% | 0.21% | 0.24% | Q1 2020 | Q1 2021 | 5 |
GSA CAPITAL PARTNERS LLP | 5 | 5 | 0.04% | 0.05% | 0.09% | Q4 2020 | Q4 2021 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q1 2015 | Q4 2021 | 5 |
COOPER/HAIMS ADVISORS, LLC | 5 | 5 | 0.15% | 0.18% | 0.22% | Q4 2017 | Q4 2018 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.06% | 0.19% | 0.32% | Q4 2014 | Q4 2020 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 1.67% | 1.93% | 2.63% | Q4 2018 | Q4 2019 | 5 |
My Personal CFO, LLC | 5 | 5 | 0.20% | 0.29% | 0.34% | Q4 2021 | Q4 2022 | 5 |
Apexium Financial, LP | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q2 2020 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Sargent Bickham Lagudis LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ANDERSON HOAGLAND & CO | 5 | 5 | 0.03% | 0.18% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Aureus Asset Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2018 | 5 |
JOURNEY STRATEGIC WEALTH LLC | 5 | 5 | 0.04% | 0.08% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Lighthouse Financial Advisors, Inc. | 4 | 1 | 0.08% | 0.09% | 0.12% | Q4 2019 | Q1 2021 | 5 |
JOYN Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2018 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.52% | 0.72% | 1.27% | Q2 2013 | Q2 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.15% | 0.16% | 0.16% | Q2 2013 | Q2 2014 | 5 |
WASHINGTON TRUST BANK | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 5 |
Gilbert & Cook, Inc. | 5 | 5 | 0.64% | 0.73% | 0.99% | Q3 2022 | Q3 2023 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Grant Street Asset Management, Inc. | 3 | 2 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q2 2022 | 5 |
Aprio Wealth Management, LLC | 5 | 5 | 0.18% | 0.20% | 0.23% | Q3 2022 | Q3 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Summit X, LLC | 4 | 1 | 0.01% | 0.22% | 0.28% | Q1 2019 | Q3 2020 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q3 2018 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HERON FINANCIAL GROUP, LLC | 3 | 1 | 0.13% | 4.49% | 17.46% | Q1 2021 | Q2 2023 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 0.79% | 1.12% | 2.06% | Q3 2018 | Q3 2019 | 5 |
INVERNESS COUNSEL LLC /NY/ | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2015 | Q3 2016 | 5 |
CM WEALTH ADVISORS LLC | 3 | 2 | 0.13% | 0.18% | 0.25% | Q2 2022 | Q3 2023 | 5 |
Crow Point Partners, LLC | 5 | 5 | 0.04% | 0.09% | 0.15% | Q3 2017 | Q3 2018 | 5 |
Sheets Smith Investment Management | 3 | 1 | 3.71% | 5.21% | 6.95% | Q4 2020 | Q4 2022 | 5 |
Keystone Wealth Services, LLC | 3 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ayalon Insurance Comp Ltd. | 5 | 5 | 0.12% | 0.20% | 0.33% | Q1 2021 | Q1 2022 | 5 |
Diversified Trust Co | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 5 |
HighTower Trust Company, N.A. | 3 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 5 |
Pasadena Private Wealth, LLC | 5 | 5 | 0.08% | 0.15% | 0.18% | Q1 2021 | Q1 2022 | 5 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 1.02% | 1.07% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
HoyleCohen, LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
REGENTATLANTIC CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.03% | 0.08% | 0.23% | Q1 2023 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.88% | 0.94% | 0.98% | Q3 2020 | Q2 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 1.26% | 1.34% | 1.40% | Q4 2022 | Q3 2023 | 4 |
Fisher Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Single Point Partners, LLC | 3 | 1 | 0.22% | 0.48% | 0.58% | Q3 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.11% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.65% | 1.17% | 1.44% | Q3 2014 | Q2 2015 | 4 |
Auxano Advisors, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 4 |
Pinnacle Advisory Group, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.46% | 0.52% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2016 | 4 |
Hills Bank & Trust Co | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q1 2023 | 4 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.07% | 0.23% | Q1 2020 | Q2 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Windsor Financial Group, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q1 2015 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
MITCHELL SINKLER & STARR/PA | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q2 2023 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q4 2016 | 4 |
CGN Advisors LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q3 2021 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Estate Counselors, LLC | 4 | 4 | 0.36% | 0.97% | 2.77% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.10% | 1.03% | 2.42% | Q4 2018 | Q4 2021 | 4 |
Sterling Financial Group, Inc. | 4 | 4 | 0.77% | 0.83% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Personal Wealth Partners | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2021 | 4 |
QCM Cayman, Ltd. | 4 | 4 | 0.38% | 0.60% | 0.87% | Q2 2020 | Q1 2021 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.02% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Pine Ridge Advisers LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Wilkinson Global Asset Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
SII INVESTMENTS INC/WI | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2017 | 4 |
Family Asset Management, LLC | 4 | 4 | 1.73% | 1.83% | 2.08% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 0.63% | 1.24% | 1.56% | Q4 2022 | Q3 2023 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.35% | 0.39% | 0.48% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.10% | 0.13% | 0.19% | Q1 2017 | Q4 2017 | 4 |
Legacy Trust | 4 | 4 | 1.58% | 1.60% | 1.65% | Q4 2022 | Q3 2023 | 4 |
Forum Financial Management, LP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Fairhaven Wealth Management, LLC | 4 | 4 | 0.36% | 0.43% | 0.49% | Q1 2020 | Q4 2020 | 4 |
LONDON CO OF VIRGINIA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Boston Common Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
Renasant Bank | 3 | 1 | 0.14% | 1.13% | 1.52% | Q4 2021 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.08% | 0.15% | 0.29% | Q4 2022 | Q3 2023 | 4 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q1 2018 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 4.77% | 18.79% | Q3 2015 | Q4 2021 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Hall Kathryn A. | 4 | 4 | 1.28% | 1.91% | 2.89% | Q3 2014 | Q2 2015 | 4 |
Core Wealth Management, Inc. | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
CARDIFF PARK ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PEOPLES BANK /OH | 4 | 4 | 0.14% | 0.24% | 0.37% | Q1 2022 | Q4 2022 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
REBALANCE, LLC | 4 | 4 | 0.48% | 0.50% | 0.51% | Q4 2022 | Q3 2023 | 4 |
CWA Asset Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q1 2018 | 4 |
Homrich & Berg | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.27% | 0.28% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WEALTH EFFECTS LLC | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 3.06% | 3.88% | 5.83% | Q4 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 4 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.11% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.30% | 0.63% | 0.91% | Q4 2018 | Q3 2019 | 4 |
FIDUCIARY MANAGEMENT INC /WI/ | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Signature Wealth Management Group | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
FIC CAPITAL INC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2017 | Q3 2017 | 3 |
ASSET ADVISORS CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Biltmore Family Office, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Wagner Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 3 |
Atlas Private Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.17% | 0.38% | Q2 2022 | Q4 2022 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q1 2017 | 3 |
Avalon Investment & Advisory | 2 | 1 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q1 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.27% | 0.34% | 0.49% | Q1 2015 | Q3 2015 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q4 2022 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.71% | 0.78% | 0.90% | Q1 2023 | Q3 2023 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
12th Street Asset Management Company, LLC | 2 | 1 | 0.09% | 0.32% | 0.77% | Q4 2018 | Q4 2022 | 3 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 1 | 0.21% | 0.22% | 0.23% | Q4 2017 | Q3 2018 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q2 2021 | 3 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 3 |
Virginia National Bank | 3 | 3 | 0.53% | 0.76% | 1.16% | Q1 2022 | Q3 2022 | 3 |
Private Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
LUCAS CAPITAL MANAGEMENT | 2 | 1 | 0.18% | 0.19% | 0.20% | Q3 2017 | Q2 2018 | 3 |
QUANTUM CAPITAL MANAGEMENT | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q2 2014 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 3 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 1 | 0.47% | 1.03% | 2.03% | Q4 2014 | Q4 2015 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
GW&K Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Affinity Capital Advisors, LLC | 3 | 3 | 0.63% | 2.50% | 5.04% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pacific Center for Financial Services | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SJS Investment Consulting Inc. | 2 | 1 | 0.28% | 0.32% | 0.35% | Q4 2021 | Q3 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.15% | 0.18% | 0.21% | Q4 2017 | Q3 2018 | 3 |
Rice Partnership, LLC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q2 2019 | Q4 2019 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.16% | 0.21% | 0.29% | Q2 2023 | Q4 2023 | 3 |
REINHART PARTNERS, LLC. | 2 | 1 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q4 2015 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ROWLANDMILLER & PARTNERS.ADV | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.02% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Frank, Rimerman Advisors LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
RIA Advisory Group LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
ROBERTSON STEPHENS ADVISORS LLC | 3 | 3 | 0.19% | 0.23% | 0.27% | Q4 2016 | Q2 2017 | 3 |
Beacon Financial Advisory LLC | 2 | 1 | 0.15% | 0.21% | 0.33% | Q4 2019 | Q2 2022 | 3 |
Weitz Investment Management | 1 | 1 | 0.01% | 0.08% | 0.17% | Q4 2014 | Q4 2016 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Braun-Bostich & Associates Inc. | 3 | 3 | 0.08% | 0.45% | 0.65% | Q4 2017 | Q2 2018 | 3 |
Essex Savings Bank | 3 | 3 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q2 2019 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
PAYDEN & RYGEL | 3 | 3 | 0.18% | 0.74% | 1.54% | Q2 2014 | Q4 2014 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MACRO Consulting Group | 3 | 3 | 0.19% | 0.27% | 0.32% | Q4 2018 | Q2 2019 | 3 |
Lee Financial Co | 3 | 3 | 0.36% | 0.41% | 0.50% | Q4 2016 | Q2 2017 | 3 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2022 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Willis Johnson & Associates, Inc. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q2 2021 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.29% | 0.37% | 0.53% | Q2 2017 | Q2 2020 | 3 |
Strategic Capital Alternatives LLC | 3 | 3 | 0.02% | 0.30% | 0.45% | Q1 2015 | Q3 2015 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
MARKSTON INTERNATIONAL LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 3 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 3 | 3 | 0.52% | 0.57% | 0.64% | Q4 2015 | Q2 2016 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PagnatoKarp Partners LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q1 2020 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.95% | 1.01% | 1.09% | Q4 2022 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
GLENHILL ADVISORS LLC | 1 | 1 | 0.09% | 0.50% | 1.04% | Q1 2015 | Q2 2016 | 3 |
DOHJ, LLC | 2 | 2 | 0.43% | 0.79% | 1.14% | Q1 2021 | Q2 2021 | 2 |
American Family Insurance Mutual Holding Co | 2 | 2 | 3.09% | 4.66% | 6.24% | Q4 2021 | Q1 2022 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
QCI ASSET MANAGEMENT INC/NY | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
STEINBERG ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q4 2015 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 2 |
Clarius Group, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2022 | Q3 2022 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2022 | 2 |
Citizens Business Bank | 2 | 2 | 0.20% | 0.20% | 0.21% | Q1 2013 | Q2 2013 | 2 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q3 2015 | Q4 2015 | 2 |
Brown Miller Wealth Management, LLC | 2 | 2 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q3 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q2 2021 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
WMS Partners, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q1 2016 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q2 2019 | 2 |
Intersect Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2021 | 2 |
Parkside Advisors LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q3 2015 | Q4 2015 | 2 |
TRILLIUM ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q4 2014 | 2 |
Matterhorn Capital Management, LLC | 2 | 2 | 0.85% | 0.88% | 0.92% | Q2 2016 | Q3 2016 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q1 2021 | Q2 2021 | 2 |
S.A. Mason LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Allegiant Private Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Dunhill Financial, LLC | 2 | 2 | 1.27% | 1.31% | 1.34% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q3 2016 | Q2 2017 | 2 |
CMH Wealth Management LLC | 2 | 2 | 3.88% | 3.95% | 4.02% | Q2 2018 | Q3 2018 | 2 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 2 | 2 | 5.68% | 6.17% | 6.66% | Q4 2013 | Q1 2014 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
One Day In July LLC | 2 | 2 | 0.15% | 0.24% | 0.34% | Q2 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 1.06% | 1.12% | 1.18% | Q4 2018 | Q1 2019 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
VORPAL, LLC | 2 | 2 | 1.90% | 2.36% | 2.82% | Q1 2021 | Q2 2021 | 2 |
G2 CAPITAL MANAGEMENT, LLC / OH | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
AGRAN LIBBIE | 2 | 2 | 0.46% | 0.47% | 0.48% | Q1 2014 | Q2 2014 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Invst, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Fermata Advisors, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 2 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Auour Investments LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q1 2021 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 2 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 2 |
TRAN CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.03% | 0.06% | 0.08% | Q4 2015 | Q4 2016 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
First City Capital Management, Inc. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q3 2018 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q1 2022 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
PRICE T ROWE ASSOCIATES INC /MD/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CYPRESS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.58% | 0.65% | 0.72% | Q2 2013 | Q3 2013 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.04% | 0.09% | 0.15% | Q3 2013 | Q4 2013 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.18% | 0.36% | Q4 2015 | Q1 2016 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
NISA INVESTMENT ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q1 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.14% | 0.23% | 0.33% | Q4 2013 | Q4 2022 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.22% | 0.24% | 0.25% | Q4 2014 | Q1 2015 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
F3Logic, LLC | 2 | 2 | 0.15% | 0.23% | 0.30% | Q1 2018 | Q2 2018 | 2 |
ML & R WEALTH MANAGEMENT LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2023 | Q4 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.26% | 0.28% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 5.72% | 9.28% | 12.85% | Q2 2016 | Q1 2017 | 2 |
Geier Asset Management, Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2021 | Q2 2021 | 2 |
PATTEN & PATTEN INC/TN | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2013 | Q1 2014 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
CAPE ANN SAVINGS BANK | 1 | 1 | 0.12% | 0.21% | 0.30% | Q4 2016 | Q4 2021 | 2 |
Beck Bode, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
ALTA CAPITAL MANAGEMENT LLC/ | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q4 2022 | 2 |
ROCKLAND TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
ProVise Management Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Well Done, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 5.52% | 5.52% | 5.52% | Q4 2022 | Q4 2022 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Alliance Wealth Management Group | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
AMERICAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
NatWest Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Caerus Investment Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Keeley-Teton Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Everhart Financial Group, Inc. | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2022 | Q4 2022 | 1 |
Israel Discount Bank of New York | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Bordeaux Wealth Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bensler, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2018 | Q3 2018 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
University of Pittsburgh - Of the Commonwealth System of Higher Education | 1 | 1 | 46.86% | 46.86% | 46.86% | Q4 2022 | Q4 2022 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CRA Financial Services, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
KING INVESTMENT ADVISORS INC/TX | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2016 | Q3 2016 | 1 |
Kohmann Bosshard Financial Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2023 | Q3 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2018 | Q1 2018 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TIEDEMANN TRUST CO | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2015 | Q2 2015 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2017 | Q4 2017 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
1620 INVESTMENT ADVISORS, INC. | 1 | 1 | 2.77% | 2.77% | 2.77% | Q2 2023 | Q2 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2014 | Q4 2014 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Signator Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Austin Private Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BURKE & HERBERT BANK & TRUST CO | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2013 | Q2 2013 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
JFG Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 3.63% | 3.63% | 3.63% | Q4 2015 | Q4 2015 | 1 |
Blue Barn Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
NICHOLAS COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Wellesley Investment Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2022 | Q3 2022 | 1 |
Advisor OS, LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2020 | Q2 2020 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
American Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
YOUSIF CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2022 | Q3 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2016 | Q4 2016 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Miramar Fiduciary Corp | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2018 | Q4 2018 | 1 |
Americana Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aperio Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2020 | Q3 2020 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
DRW Securities, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2015 | Q4 2015 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
BAILARD, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Naviter Wealth, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2022 | Q4 2022 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 1 | 1 | 12.92% | 12.92% | 12.92% | Q4 2016 | Q4 2016 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2014 | Q4 2014 | 1 |
RAYNER & HAYNOR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2013 | Q4 2013 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2023 | Q2 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
AMARILLO NATIONAL BANK | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
HHG & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Horizon Kinetics | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
RIVERBRIDGE PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2017 | Q4 2017 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2020 | Q3 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Zions Bancorporation | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BANK OF HAWAII | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | 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.