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 | 111 |
HUNTINGTON NATIONAL BANK | 39 | 1 | 0.00% | 0.04% | 0.11% | Q1 2009 | Q3 2023 | 59 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 57 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 52 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 47 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 47 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 45 |
Montecito Bank & Trust | 43 | 43 | 0.45% | 0.71% | 1.14% | Q2 2013 | Q4 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.06% | 0.09% | 0.19% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.07% | 0.10% | 0.15% | Q1 2013 | Q3 2023 | 43 |
PARK NATIONAL CORP /OH/ | 43 | 43 | 0.03% | 0.13% | 0.28% | Q2 2013 | Q4 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.03% | 0.06% | 0.11% | Q4 2012 | Q2 2023 | 43 |
Sandy Spring Bank | 42 | 42 | 0.01% | 0.39% | 0.48% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.07% | 0.36% | 2.19% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Legacy Private Trust Co. | 42 | 42 | 0.10% | 0.34% | 0.91% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.21% | 0.34% | 0.48% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.01% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.31% | 0.46% | 0.65% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.04% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.22% | 1.23% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.91% | 2.31% | Q2 2013 | Q3 2023 | 42 |
Stillwater Capital Advisors, LLC | 42 | 42 | 1.34% | 2.29% | 2.94% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.10% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.05% | 0.45% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PETTYJOHN, WOOD & WHITE, INC | 42 | 42 | 0.56% | 0.80% | 1.02% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.05% | 0.08% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FIRST UNITED BANK & TRUST | 42 | 42 | 0.69% | 1.61% | 2.43% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.04% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.17% | 0.23% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 41 | 41 | 0.04% | 0.13% | 0.33% | Q3 2013 | Q3 2023 | 41 |
FMR LLC | 40 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.32% | 0.56% | 0.76% | Q4 2013 | Q4 2023 | 41 |
SCOTIA CAPITAL INC. | 41 | 41 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.04% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 41 |
D L CARLSON INVESTMENT GROUP INC | 40 | 40 | 0.08% | 0.15% | 0.23% | Q4 2013 | Q3 2023 | 40 |
MERIDIAN MANAGEMENT CO | 40 | 40 | 0.15% | 0.23% | 0.36% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.04% | 0.21% | 0.40% | Q4 2013 | Q3 2023 | 40 |
CARRET ASSET MANAGEMENT, LLC | 40 | 40 | 0.06% | 0.10% | 0.17% | Q4 2013 | Q3 2023 | 40 |
PARSONS CAPITAL MANAGEMENT INC/RI | 40 | 40 | 0.10% | 0.14% | 0.22% | Q4 2013 | Q3 2023 | 40 |
Financial Architects, Inc | 36 | 4 | 0.08% | 0.14% | 0.26% | Q2 2013 | Q2 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 30 | 2 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 40 | 40 | 0.01% | 0.07% | 0.35% | Q3 2013 | Q2 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Joel Isaacson & Co., LLC | 39 | 39 | 0.07% | 0.09% | 0.12% | Q1 2014 | Q3 2023 | 39 |
Regal Investment Advisors LLC | 27 | 1 | 0.08% | 0.18% | 0.60% | Q2 2013 | Q3 2023 | 39 |
CREDIT SUISSE AG/ | 19 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 39 |
Bartlett & Co. LLC | 23 | 16 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q4 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 39 |
B. Riley Wealth Advisors, Inc. | 32 | 7 | 0.04% | 0.09% | 0.23% | Q3 2013 | Q3 2023 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.01% | 0.16% | 0.47% | Q4 2013 | Q3 2023 | 39 |
J.P. Morgan Private Wealth Advisors LLC | 37 | 1 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 38 |
Cutter & CO Brokerage, Inc. | 38 | 38 | 0.08% | 0.21% | 0.37% | Q2 2014 | Q3 2023 | 38 |
Chesley Taft & Associates LLC | 38 | 38 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 38 |
CENTRAL TRUST Co | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
Madden Advisory Services, Inc. | 35 | 3 | 0.16% | 0.60% | 1.15% | Q4 2013 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2022 | 38 |
ASSETMARK, INC | 25 | 1 | 0.00% | 0.36% | 2.77% | Q3 2013 | Q3 2023 | 37 |
BEACH INVESTMENT COUNSEL INC/PA | 37 | 37 | 0.04% | 0.08% | 0.15% | Q4 2014 | Q4 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.25% | 0.29% | 0.33% | Q2 2013 | Q2 2022 | 37 |
Carnegie Capital Asset Management, LLC | 37 | 37 | 0.11% | 0.20% | 0.35% | Q3 2014 | Q3 2023 | 37 |
CIBC WORLD MARKET INC. | 23 | 14 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 16 | 2 | 0.00% | 0.14% | 0.97% | Q2 2013 | Q3 2023 | 36 |
Prospera Financial Services Inc | 28 | 8 | 0.05% | 1.30% | 6.72% | Q2 2013 | Q3 2023 | 36 |
M&T BANK CORP | 21 | 15 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 36 |
CONDOR CAPITAL MANAGEMENT | 36 | 36 | 0.22% | 0.33% | 0.46% | Q4 2014 | Q3 2023 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.46% | 0.61% | 0.80% | Q4 2014 | Q3 2023 | 36 |
ACG Wealth | 36 | 36 | 0.43% | 0.62% | 0.99% | Q4 2013 | Q3 2022 | 36 |
UBS Group AG | 36 | 36 | 0.04% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
AlphaMark Advisors, LLC | 36 | 36 | 0.00% | 0.55% | 1.82% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 36 |
Roof Eidam Maycock Peralta, LLC | 36 | 36 | 0.22% | 0.39% | 0.62% | Q4 2014 | Q3 2023 | 36 |
Affiance Financial, LLC | 36 | 36 | 0.17% | 0.51% | 2.46% | Q4 2014 | Q3 2023 | 36 |
Quantitative Advantage, LLC | 32 | 4 | 1.88% | 3.78% | 6.56% | Q1 2014 | Q1 2023 | 36 |
FIFTH THIRD BANCORP | 29 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
First Heartland Consultants, Inc. | 31 | 5 | 0.03% | 0.18% | 0.68% | Q2 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
PITCAIRN CO | 34 | 1 | 0.02% | 0.05% | 0.09% | Q4 2013 | Q2 2023 | 35 |
BlackRock Inc. | 28 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
NAVELLIER & ASSOCIATES INC | 10 | 3 | 0.01% | 0.61% | 2.12% | Q1 2013 | Q3 2023 | 35 |
CKW FINANCIAL GROUP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q4 2021 | 35 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 35 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2021 | 34 |
Bray Capital Advisors | 30 | 4 | 0.00% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 34 |
Endurance Wealth Management, Inc. | 34 | 34 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q2 2023 | 34 |
Choate Investment Advisors | 20 | 1 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 33 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 19 | 1 | 0.05% | 0.08% | 0.10% | Q1 2015 | Q3 2023 | 33 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 2 | 0.00% | 0.02% | 0.14% | Q4 2013 | Q3 2023 | 32 |
Essex Financial Services, Inc. | 19 | 13 | 0.04% | 0.11% | 0.17% | Q3 2013 | Q3 2023 | 32 |
RAYMOND JAMES TRUST N.A. | 32 | 32 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
COURIER CAPITAL LLC | 19 | 6 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 19 | 2 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q3 2023 | 32 |
Barrett Asset Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 32 |
NORTHERN TRUST CORP | 27 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 32 |
HOWARD CAPITAL MANAGEMENT | 32 | 32 | 1.53% | 2.04% | 2.54% | Q1 2013 | Q4 2020 | 32 |
Stratos Wealth Partners, LTD. | 29 | 3 | 0.03% | 0.14% | 0.28% | Q4 2014 | Q3 2023 | 32 |
PALLADIUM PARTNERS LLC | 26 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.05% | 0.08% | 0.17% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Sigma Planning Corp | 29 | 2 | 0.04% | 0.07% | 0.16% | Q1 2015 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.10% | 1.34% | 6.93% | Q2 2013 | Q3 2023 | 31 |
Avior Wealth Management, LLC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 22 | 8 | 0.00% | 0.20% | 1.12% | Q1 2016 | Q3 2023 | 30 |
Capital Planning Advisors, LLC | 30 | 30 | 0.05% | 0.82% | 1.55% | Q4 2014 | Q1 2022 | 30 |
Kovack Advisors, Inc. | 28 | 2 | 0.04% | 0.14% | 0.40% | Q4 2015 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.05% | 0.12% | 0.24% | Q1 2016 | Q3 2023 | 30 |
Transform Wealth, LLC | 25 | 4 | 0.06% | 0.62% | 1.48% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.04% | 0.11% | 0.31% | Q2 2013 | Q3 2020 | 30 |
COMERICA BANK | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 30 |
BROWN ADVISORY INC | 26 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
Kalos Management, Inc. | 16 | 3 | 0.01% | 0.47% | 1.83% | Q4 2015 | Q2 2023 | 29 |
Glenview Trust Co | 28 | 1 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 29 |
PEOPLES BANK /OH | 27 | 2 | 0.12% | 0.17% | 0.28% | Q4 2015 | Q3 2023 | 29 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.08% | 0.56% | Q4 2013 | Q4 2020 | 29 |
Country Club Trust Company, n.a. | 29 | 29 | 0.15% | 0.21% | 0.30% | Q4 2014 | Q4 2021 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.71% | 1.14% | 1.50% | Q3 2016 | Q3 2023 | 29 |
Johnson Financial Group, Inc. | 26 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 29 |
NewEdge Advisors, LLC | 28 | 28 | 0.10% | 0.25% | 0.45% | Q4 2016 | Q3 2023 | 28 |
SPC Financial, Inc. | 28 | 28 | 0.05% | 2.51% | 4.25% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.06% | 0.10% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.02% | 0.04% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Hanson & Doremus Investment Management | 28 | 28 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
CAPTRUST FINANCIAL ADVISORS | 28 | 28 | 0.01% | 0.04% | 0.17% | Q4 2016 | Q3 2023 | 28 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
KCM INVESTMENT ADVISORS LLC | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2021 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.15% | 0.23% | 0.28% | Q1 2016 | Q4 2022 | 28 |
WASHINGTON TRUST BANK | 28 | 28 | 0.05% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.07% | 0.20% | Q2 2014 | Q4 2021 | 28 |
BLAIR WILLIAM & CO/IL | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
WINTRUST INVESTMENTS LLC | 17 | 11 | 0.07% | 0.13% | 0.34% | Q3 2016 | Q3 2023 | 28 |
OPTIMUM INVESTMENT ADVISORS | 24 | 4 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q4 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.16% | 0.27% | Q4 2016 | Q3 2023 | 28 |
SSI INVESTMENT MANAGEMENT LLC | 28 | 28 | 0.17% | 0.30% | 0.48% | Q4 2015 | Q3 2022 | 28 |
Vivaldi Capital Management LP | 27 | 27 | 0.00% | 0.18% | 1.03% | Q1 2017 | Q3 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 27 | 27 | 0.01% | 0.08% | 0.57% | Q1 2017 | Q3 2023 | 27 |
BANQUE PICTET & CIE SA | 21 | 6 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2020 | 27 |
DAVENPORT & Co LLC | 26 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 27 |
HCR Wealth Advisors | 27 | 27 | 0.18% | 0.25% | 0.36% | Q1 2017 | Q3 2023 | 27 |
Conservest Capital Advisors, Inc. | 27 | 27 | 0.08% | 0.13% | 0.30% | Q1 2017 | Q3 2023 | 27 |
BURNS J W & CO INC/NY | 27 | 27 | 0.05% | 0.07% | 0.08% | Q1 2017 | Q3 2023 | 27 |
GRIMES & COMPANY, INC. | 27 | 27 | 0.02% | 0.93% | 2.02% | Q3 2016 | Q1 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.04% | 0.09% | 0.16% | Q4 2016 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.02% | 0.08% | 0.14% | Q1 2017 | Q3 2023 | 27 |
Simmons Bank | 27 | 27 | 0.25% | 0.36% | 0.50% | Q1 2017 | Q3 2023 | 27 |
RWA WEALTH PARTNERS, LLC | 27 | 27 | 0.01% | 0.31% | 1.44% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.16% | 0.72% | Q2 2013 | Q4 2019 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q4 2022 | 27 |
Pinnacle Advisory Group, Inc. | 26 | 1 | 1.92% | 8.24% | 13.29% | Q2 2014 | Q1 2021 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.09% | 0.48% | Q2 2013 | Q3 2019 | 26 |
Atria Investments, Inc | 7 | 1 | 0.01% | 0.41% | 1.72% | Q2 2013 | Q3 2023 | 26 |
TIEDEMANN ADVISORS, LLC | 26 | 26 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.02% | 0.06% | 0.10% | Q3 2017 | Q4 2023 | 26 |
BNP PARIBAS FINANCIAL MARKETS | 13 | 1 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q3 2023 | 26 |
WESBANCO BANK INC | 15 | 11 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.02% | 0.03% | 0.08% | Q1 2017 | Q4 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.10% | 0.23% | 0.59% | Q2 2017 | Q3 2023 | 26 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.42% | 3.09% | Q4 2014 | Q3 2023 | 25 |
BANK OF NOVA SCOTIA | 14 | 11 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q2 2021 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 1.73% | 2.91% | 4.89% | Q2 2013 | Q2 2019 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.04% | 0.20% | 0.30% | Q4 2016 | Q3 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q4 2020 | 25 |
V Wealth Advisors LLC | 14 | 11 | 0.07% | 0.12% | 0.17% | Q1 2017 | Q2 2023 | 25 |
Private Wealth Advisors, Inc. | 25 | 25 | 0.28% | 0.40% | 0.55% | Q2 2013 | Q2 2019 | 25 |
Coastal Bridge Advisors, LLC | 25 | 25 | 0.12% | 0.18% | 0.24% | Q3 2017 | Q3 2023 | 25 |
Sunbelt Securities, Inc. | 25 | 25 | 0.02% | 0.16% | 0.26% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q2 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.07% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Avantax Planning Partners, Inc. | 23 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.10% | 0.29% | 0.66% | Q4 2017 | Q3 2023 | 24 |
DEUTSCHE BANK AG\ | 13 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 24 |
First City Capital Management, Inc. | 12 | 3 | 0.09% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.09% | 0.11% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Krilogy Financial LLC | 23 | 1 | 0.19% | 0.22% | 0.29% | Q3 2015 | Q3 2021 | 24 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 24 | 24 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
New Potomac Partners, LLC | 24 | 24 | 1.28% | 1.91% | 2.44% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 24 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 18 | 6 | 0.02% | 0.25% | 0.70% | Q2 2013 | Q2 2021 | 24 |
OneDigital Investment Advisors LLC | 24 | 24 | 0.00% | 0.35% | 1.01% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.08% | 0.15% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.15% | 0.33% | 0.86% | Q4 2017 | Q3 2023 | 24 |
Baird Financial Group, Inc. | 19 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 24 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 24 |
Evercore Wealth Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.01% | 0.08% | 0.19% | Q4 2017 | Q3 2023 | 24 |
TORONTO DOMINION BANK | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2018 | 23 |
Moloney Securities Asset Management, LLC | 23 | 23 | 0.20% | 0.41% | 0.98% | Q1 2018 | Q3 2023 | 23 |
Sutton Wealth Advisors Inc. | 23 | 23 | 0.01% | 0.04% | 0.24% | Q1 2018 | Q3 2023 | 23 |
Ballew Advisors, Inc | 23 | 23 | 0.15% | 0.48% | 0.93% | Q1 2018 | Q3 2023 | 23 |
LINCOLN NATIONAL CORP | 23 | 23 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 23 |
HT Partners LLC | 12 | 3 | 0.07% | 2.35% | 10.51% | Q2 2013 | Q3 2023 | 23 |
WHITTIER TRUST CO OF NEVADA INC | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.06% | 0.29% | 0.70% | Q4 2017 | Q3 2023 | 23 |
Matthew Goff Investment Advisor, LLC | 20 | 3 | 0.36% | 0.43% | 0.49% | Q3 2017 | Q2 2023 | 23 |
Chesapeake Wealth Management | 19 | 3 | 0.09% | 0.12% | 0.20% | Q1 2018 | Q3 2023 | 22 |
Clearwater Capital Advisors, LLC | 22 | 22 | 0.04% | 0.13% | 0.22% | Q2 2016 | Q3 2021 | 22 |
REGENTATLANTIC CAPITAL LLC | 21 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2022 | 22 |
TRUE Private Wealth Advisors | 18 | 4 | 0.03% | 0.27% | 1.68% | Q1 2018 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2018 | 22 |
Hartford Financial Management Inc. | 8 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 22 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.04% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 21 |
SPINNAKER TRUST | 21 | 21 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q3 2023 | 21 |
RPg Family Wealth Advisory, LLC | 9 | 4 | 0.01% | 0.19% | 0.47% | Q1 2016 | Q1 2022 | 21 |
GIRARD PARTNERS LTD. | 21 | 21 | 0.03% | 0.08% | 0.14% | Q3 2018 | Q3 2023 | 21 |
United Capital Management of KS, Inc. | 21 | 21 | 0.18% | 0.48% | 0.86% | Q3 2018 | Q3 2023 | 21 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2023 | 21 |
MONTAG A & ASSOCIATES INC | 21 | 21 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Lido Advisors, LLC | 20 | 1 | 0.04% | 0.19% | 0.64% | Q1 2016 | Q3 2023 | 21 |
Capital Directions Investment Advisors, LLC | 12 | 1 | 0.02% | 0.08% | 0.16% | Q2 2014 | Q4 2022 | 21 |
High Falls Advisors, Inc | 6 | 3 | 0.04% | 0.56% | 3.46% | Q4 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.04% | 0.14% | 0.51% | Q3 2018 | Q3 2023 | 21 |
DIVIDEND ASSETS CAPITAL, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 21 |
SYNOVUS FINANCIAL CORP | 11 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Laird Norton Wetherby Wealth Management, LLC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2022 | 21 |
Sawyer & Company, Inc | 21 | 21 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q1 2023 | 21 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.08% | 0.11% | 0.14% | Q4 2013 | Q3 2018 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.25% | 0.34% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Atlas Brown,Inc. | 20 | 20 | 0.11% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.05% | 0.07% | 0.12% | Q1 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q3 2022 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.09% | 0.17% | 0.31% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 1.20% | 1.71% | 2.09% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
WEDBUSH SECURITIES INC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.01% | 0.04% | 0.46% | Q1 2016 | Q4 2020 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.06% | 0.16% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Ironwood Financial, llc | 16 | 4 | 0.03% | 0.06% | 0.12% | Q4 2014 | Q4 2019 | 20 |
RiverFront Investment Group, LLC | 20 | 20 | 1.24% | 1.81% | 3.12% | Q4 2018 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.20% | 0.23% | 0.27% | Q4 2018 | Q3 2023 | 20 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 3 | 0.07% | 0.20% | 1.08% | Q2 2014 | Q3 2022 | 20 |
Pinnacle Family Advisors, LLC | 11 | 1 | 0.11% | 0.95% | 3.14% | Q1 2017 | Q3 2023 | 20 |
Northeast Financial Consultants Inc | 19 | 1 | 0.02% | 0.11% | 0.16% | Q2 2018 | Q3 2023 | 20 |
STALEY CAPITAL ADVISERS INC | 20 | 20 | 0.15% | 0.26% | 0.33% | Q4 2018 | Q3 2023 | 20 |
BAHL & GAYNOR INC | 20 | 20 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q1 2018 | 20 |
Brightworth | 19 | 1 | 0.18% | 0.25% | 0.29% | Q3 2017 | Q3 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.05% | 0.24% | Q4 2018 | Q3 2023 | 20 |
SeaCrest Wealth Management, LLC | 14 | 6 | 0.01% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 20 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20 | 20 | 0.06% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.21% | 0.32% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Brookstone Capital Management | 13 | 2 | 0.01% | 0.36% | 1.36% | Q4 2013 | Q3 2023 | 20 |
SALEM INVESTMENT COUNSELORS INC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 20 |
Heritage Wealth Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.14% | 0.18% | 0.23% | Q4 2018 | Q3 2023 | 20 |
BOKF, NA | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.10% | 0.19% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Allen Investment Management, LLC | 19 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 20 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.03% | 0.38% | 0.96% | Q2 2013 | Q1 2018 | 20 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.02% | 0.04% | 0.19% | Q1 2019 | Q3 2023 | 19 |
DAGCO, INC. | 17 | 2 | 0.11% | 0.24% | 0.39% | Q4 2018 | Q3 2023 | 19 |
F3Logic, LLC | 19 | 19 | 0.02% | 0.17% | 0.62% | Q2 2018 | Q4 2022 | 19 |
WEALTHSOURCE PARTNERS, LLC | 15 | 1 | 0.06% | 0.46% | 2.22% | Q3 2016 | Q3 2023 | 19 |
Wealthstar Advisors, LLC | 10 | 9 | 0.07% | 0.38% | 0.85% | Q1 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.17% | 0.67% | 1.40% | Q4 2017 | Q2 2022 | 19 |
MYCIO WEALTH PARTNERS, LLC | 14 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.05% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Executive Wealth Management, LLC | 19 | 19 | 0.01% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 19 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 19 | 19 | 0.11% | 0.15% | 0.18% | Q1 2019 | Q3 2023 | 19 |
Allworth Financial LP | 19 | 19 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Voya Financial Advisors, Inc. | 19 | 19 | 0.02% | 0.04% | 0.14% | Q3 2016 | Q1 2021 | 19 |
Hilltop Holdings Inc. | 12 | 7 | 0.03% | 0.23% | 0.76% | Q2 2013 | Q3 2023 | 19 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2019 | 19 |
AMERICAN NATIONAL BANK | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
FAS Wealth Partners, Inc. | 16 | 3 | 0.02% | 0.06% | 0.15% | Q4 2013 | Q3 2023 | 19 |
WEBSTER BANK, N. A. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
ADVISOR PARTNERS LLC | 19 | 19 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2022 | 19 |
WMS Partners, LLC | 15 | 1 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 19 |
KEYBANK NATIONAL ASSOCIATION/OH | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Plante Moran Financial Advisors, LLC | 14 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Chicago Partners Investment Group LLC | 17 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 19 |
Hudock, Inc. | 16 | 3 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2022 | 19 |
Circle Wealth Management, LLC | 19 | 19 | 0.01% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Lenox Wealth Advisors, LLC | 18 | 18 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.09% | 0.24% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.31% | 0.56% | 1.18% | Q1 2016 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.05% | 0.27% | 0.64% | Q2 2013 | Q3 2017 | 18 |
ALLIANCEBERNSTEIN L.P. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 18 |
SUNTRUST BANKS INC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 18 |
LAKE STREET PRIVATE WEALTH, LLC | 18 | 18 | 0.16% | 0.25% | 0.32% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PFG Advisors | 13 | 5 | 0.04% | 0.10% | 0.25% | Q4 2017 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 16 | 1 | 0.02% | 0.07% | 0.21% | Q4 2017 | Q1 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 18 |
Abundance Wealth Counselors | 11 | 1 | 0.06% | 0.18% | 0.29% | Q4 2018 | Q3 2023 | 18 |
Gladstone Institutional Advisory LLC | 18 | 18 | 0.02% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Family Management Corp | 18 | 18 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Advisory Alpha, LLC | 9 | 1 | 0.02% | 0.08% | 0.24% | Q4 2018 | Q3 2023 | 18 |
Freestone Capital Holdings, LLC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Avidian Wealth Solutions, LLC | 13 | 1 | 0.02% | 0.07% | 0.16% | Q2 2014 | Q3 2023 | 18 |
First Personal Financial Services | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Peachtree Investment Advisors, Inc. | 18 | 18 | 0.06% | 1.67% | 2.90% | Q3 2014 | Q4 2018 | 18 |
M Holdings Securities, Inc. | 8 | 2 | 0.08% | 0.21% | 0.29% | Q3 2014 | Q1 2023 | 18 |
Koshinski Asset Management, Inc. | 10 | 2 | 0.05% | 0.19% | 0.25% | Q3 2018 | Q3 2023 | 18 |
NWAM LLC | 12 | 6 | 0.02% | 0.13% | 0.29% | Q1 2019 | Q3 2023 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 18 | 18 | 0.02% | 0.38% | 0.87% | Q2 2019 | Q3 2023 | 18 |
RPG Investment Advisory, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2021 | 18 |
Focused Wealth Management, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2018 | 18 |
Ausdal Financial Partners, Inc. | 12 | 3 | 0.03% | 0.16% | 0.31% | Q4 2015 | Q3 2023 | 18 |
Jaffetilchin Investment Partners, LLC | 18 | 18 | 0.25% | 0.36% | 0.60% | Q2 2019 | Q3 2023 | 18 |
Annex Advisory Services, LLC | 18 | 18 | 0.05% | 0.07% | 0.15% | Q2 2013 | Q3 2017 | 18 |
TFG Advisers LLC | 14 | 3 | 0.13% | 0.18% | 0.22% | Q2 2019 | Q3 2023 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 2 | 0.09% | 0.18% | 0.58% | Q2 2013 | Q3 2017 | 17 |
FIRST HAWAIIAN BANK | 17 | 17 | 0.04% | 0.08% | 0.13% | Q3 2018 | Q3 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 17 |
Maryland Capital Management | 9 | 8 | 0.02% | 0.06% | 0.17% | Q4 2016 | Q3 2022 | 17 |
FIRST MERCHANTS CORP | 17 | 17 | 1.58% | 1.97% | 2.81% | Q3 2019 | Q3 2023 | 17 |
FIRST MANHATTAN CO. LLC. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 17 |
PEAPACK GLADSTONE FINANCIAL CORP | 17 | 17 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q1 2022 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.17% | 0.88% | Q2 2013 | Q2 2017 | 17 |
Moisand Fitzgerald Tamayo, LLC | 15 | 2 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q1 2021 | 17 |
ADELL HARRIMAN & CARPENTER INC | 17 | 17 | 0.15% | 0.21% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Cornerstone Wealth Management, LLC | 10 | 3 | 0.01% | 0.08% | 0.15% | Q2 2018 | Q3 2023 | 17 |
Wealthcare Advisory Partners LLC | 13 | 4 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Realta Investment Advisors | 13 | 4 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 17 |
COLONY GROUP LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
United Asset Strategies, Inc. | 17 | 17 | 0.05% | 0.51% | 1.25% | Q3 2014 | Q3 2018 | 17 |
Gryphon Financial Partners LLC | 14 | 3 | 0.08% | 0.16% | 0.22% | Q4 2017 | Q3 2023 | 17 |
NAPLES GLOBAL ADVISORS, LLC | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.04% | 0.07% | 0.08% | Q4 2014 | Q4 2018 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.60% | 0.70% | 0.79% | Q4 2019 | Q3 2023 | 16 |
Risk Paradigm Group, LLC | 16 | 16 | 0.23% | 0.98% | 2.90% | Q1 2015 | Q4 2018 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.58% | 0.73% | 0.82% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 4.72% | 5.47% | 6.23% | Q4 2019 | Q3 2023 | 16 |
Moors & Cabot, Inc. | 9 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q2 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.04% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.04% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
AlphaCore Capital LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
NorthRock Partners, LLC | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 16 | 16 | 1.02% | 1.40% | 1.74% | Q4 2019 | Q3 2023 | 16 |
Mandatum Life Insurance Co Ltd | 9 | 1 | 0.06% | 0.21% | 0.86% | Q4 2015 | Q2 2022 | 16 |
CHOREO, LLC | 9 | 3 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q3 2023 | 16 |
Mariner, LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 16 |
PRUDENT INVESTORS NETWORK, INC. | 16 | 16 | 0.20% | 0.28% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Aviance Capital Partners, LLC | 16 | 16 | 0.18% | 0.20% | 0.25% | Q4 2019 | Q3 2023 | 16 |
CERTUITY, LLC | 16 | 16 | 0.43% | 0.74% | 1.05% | Q4 2019 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.17% | 0.24% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Boulegeris Investments, Inc. | 16 | 16 | 0.47% | 0.55% | 0.66% | Q3 2014 | Q2 2018 | 16 |
STRATEGY ASSET MANAGERS LLC | 16 | 16 | 0.10% | 0.23% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
J.Safra Asset Management Corp | 12 | 1 | 0.41% | 2.43% | 17.45% | Q4 2016 | Q3 2023 | 16 |
ADVISORS MANAGEMENT GROUP INC /ADV | 8 | 1 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q3 2023 | 16 |
Legacy Financial Advisors, Inc. | 10 | 6 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 16 |
DT Investment Partners, LLC | 16 | 16 | 0.14% | 0.29% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Financial Advocates Investment Management | 8 | 4 | 0.02% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 16 |
Parkside Financial Bank & Trust | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Diversified Trust Co | 16 | 16 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q4 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.08% | 0.16% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Blue Fin Capital, Inc. | 15 | 15 | 0.07% | 0.13% | 0.14% | Q1 2020 | Q3 2023 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 15 |
Dynamic Advisor Solutions LLC | 12 | 3 | 0.03% | 0.20% | 0.31% | Q2 2019 | Q3 2023 | 15 |
GOFEN & GLOSSBERG LLC /IL/ | 14 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.10% | 0.25% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Ayalon Insurance Comp Ltd. | 15 | 15 | 0.01% | 0.51% | 0.94% | Q1 2020 | Q3 2023 | 15 |
BREMER TRUST NATIONAL ASSOCIATION | 15 | 15 | 0.06% | 0.16% | 0.21% | Q2 2015 | Q4 2018 | 15 |
SII INVESTMENTS INC/WI | 10 | 1 | 0.01% | 0.09% | 0.50% | Q2 2013 | Q2 2017 | 15 |
Braver Wealth Management, LLC | 15 | 15 | 0.24% | 1.40% | 3.24% | Q2 2013 | Q4 2016 | 15 |
Advisors Preferred, LLC | 7 | 1 | 0.00% | 2.01% | 8.54% | Q4 2013 | Q4 2020 | 15 |
Haverford Trust Co | 14 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q2 2023 | 15 |
Nikulski Financial, Inc. | 15 | 15 | 0.27% | 0.43% | 0.62% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q4 2016 | 15 |
MUFG Americas Holdings Corp | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2011 | Q4 2021 | 15 |
Csenge Advisory Group | 14 | 1 | 0.00% | 0.61% | 1.06% | Q3 2018 | Q3 2023 | 15 |
SIMON QUICK ADVISORS, LLC | 15 | 15 | 0.01% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
HC Advisors, LLC | 14 | 1 | 2.95% | 3.66% | 4.64% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.09% | 0.13% | Q2 2016 | Q4 2019 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 12 | 3 | 0.01% | 0.63% | 2.17% | Q4 2014 | Q2 2019 | 15 |
Strategic Blueprint, LLC | 14 | 1 | 0.05% | 0.34% | 0.86% | Q3 2019 | Q3 2023 | 15 |
PREMIER ASSET MANAGEMENT LLC | 12 | 3 | 0.04% | 0.09% | 0.31% | Q1 2018 | Q4 2021 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.00% | 0.09% | 0.56% | Q1 2020 | Q3 2023 | 15 |
PINNACLE ASSOCIATES LTD | 15 | 15 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
First Citizens Financial Corp | 13 | 2 | 5.57% | 6.91% | 7.98% | Q4 2019 | Q3 2023 | 15 |
WealthPLAN Partners, LLC | 5 | 2 | 0.00% | 0.05% | 0.10% | Q2 2016 | Q4 2023 | 15 |
CWA Asset Management Group, LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Harvest Investment Services, LLC | 8 | 2 | 0.10% | 0.19% | 0.29% | Q4 2018 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Ranch Capital Advisors Inc. | 11 | 3 | 0.13% | 0.16% | 0.18% | Q3 2019 | Q3 2023 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2020 | 14 |
VESTOR CAPITAL, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.18% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Eudaimonia Partners, LLC | 7 | 1 | 0.14% | 0.19% | 0.23% | Q4 2019 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 10 | 4 | 0.01% | 0.05% | 0.17% | Q4 2019 | Q3 2023 | 14 |
EP Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.04% | 0.13% | Q3 2015 | Q3 2023 | 14 |
GREAT LAKES ADVISORS, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Beaumont Financial Partners, LLC | 10 | 1 | 0.16% | 1.58% | 3.38% | Q2 2013 | Q4 2017 | 14 |
Provident Wealth Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 8 | 6 | 0.04% | 0.31% | 0.73% | Q4 2019 | Q3 2023 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.09% | 0.16% | 0.24% | Q4 2013 | Q1 2017 | 14 |
55I, LLC | 14 | 14 | 0.06% | 0.34% | 0.82% | Q2 2019 | Q3 2022 | 14 |
Apexium Financial, LP | 14 | 14 | 0.45% | 1.09% | 2.08% | Q2 2020 | Q3 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 9 | 5 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 14 |
Essex Savings Bank | 8 | 3 | 0.05% | 0.09% | 0.10% | Q4 2018 | Q3 2023 | 14 |
Genesee Capital Advisors, LLC | 10 | 1 | 0.40% | 0.70% | 0.97% | Q4 2018 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2023 | 14 |
WADE G W & INC | 12 | 2 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 14 |
Peachtree Investment Partners, LLC | 14 | 14 | 0.06% | 0.14% | 0.23% | Q2 2020 | Q3 2023 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q2 2022 | 14 |
Verger Capital Management LLC | 14 | 14 | 0.27% | 0.43% | 0.57% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
XML Financial, LLC | 14 | 14 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Marcum Wealth, LLC | 14 | 14 | 0.07% | 0.20% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Terra Nova Asset Management LLC | 12 | 2 | 1.14% | 1.43% | 2.31% | Q3 2018 | Q3 2023 | 14 |
Independence Bank of Kentucky | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IBEX WEALTH ADVISORS | 8 | 1 | 0.20% | 0.24% | 0.29% | Q3 2016 | Q3 2022 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.19% | 0.58% | 0.95% | Q3 2020 | Q3 2023 | 13 |
ROPES WEALTH ADVISORS LLC | 13 | 13 | 0.00% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Portfolio Strategies, Inc. | 11 | 2 | 0.51% | 2.20% | 3.98% | Q1 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 13 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 13 | 13 | 0.09% | 0.27% | 0.54% | Q3 2020 | Q3 2023 | 13 |
Capital Advisory Group Advisory Services, LLC | 7 | 6 | 0.52% | 1.10% | 1.59% | Q2 2020 | Q3 2023 | 13 |
Almanack Investment Partners, LLC. | 6 | 1 | 0.02% | 0.05% | 0.15% | Q3 2017 | Q2 2023 | 13 |
Stokes Family Office, LLC | 11 | 2 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Western Wealth Management, LLC | 5 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 13 |
MERITAGE PORTFOLIO MANAGEMENT | 13 | 13 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
ALTFEST L J & CO INC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.07% | 0.12% | 0.16% | Q4 2018 | Q4 2021 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.19% | 0.22% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.07% | 0.20% | Q4 2016 | Q3 2023 | 13 |
Columbia Trust Co 01012016 | 12 | 1 | 0.13% | 0.17% | 0.20% | Q2 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Virtue Capital Management, LLC | 5 | 4 | 0.10% | 0.34% | 0.77% | Q4 2017 | Q3 2022 | 13 |
Perigon Wealth Management, LLC | 7 | 1 | 0.01% | 0.11% | 0.39% | Q3 2016 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 4 | 1 | 0.00% | 0.09% | 0.25% | Q1 2017 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.05% | 0.09% | 0.26% | Q4 2019 | Q3 2023 | 13 |
Horan Securities, Inc. | 7 | 6 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q2 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.04% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Robertson Stephens Wealth Management, LLC | 6 | 3 | 0.02% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 13 |
Virtu Financial LLC | 5 | 1 | 0.03% | 0.22% | 0.60% | Q3 2013 | Q3 2019 | 13 |
CENTRAL BANK & TRUST CO | 9 | 1 | 0.00% | 0.85% | 1.51% | Q1 2019 | Q3 2023 | 13 |
LexAurum Advisors, LLC | 9 | 4 | 0.08% | 0.13% | 0.21% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.08% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 13 |
Tennessee Valley Asset Management Partners | 9 | 4 | 0.16% | 0.20% | 0.25% | Q2 2020 | Q3 2023 | 13 |
Halpern Financial, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Asset Management Group, Inc. | 13 | 13 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q3 2023 | 13 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.07% | 0.30% | Q1 2015 | Q3 2023 | 12 |
WealthTrust Fairport, LLC | 7 | 5 | 0.01% | 0.82% | 1.75% | Q1 2015 | Q1 2019 | 12 |
GeoWealth Management, LLC | 12 | 12 | 0.13% | 0.30% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Concorde Asset Management, LLC | 4 | 1 | 0.58% | 1.41% | 3.00% | Q4 2014 | Q3 2023 | 12 |
FineMark National Bank & Trust | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 12 |
COMERICA SECURITIES,INC. | 8 | 4 | 0.02% | 0.14% | 0.41% | Q2 2020 | Q3 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 2.18% | 2.73% | 3.86% | Q4 2020 | Q3 2023 | 12 |
STOCK YARDS BANK & TRUST CO | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
TimeScale Financial, Inc. | 12 | 12 | 0.01% | 0.03% | 0.16% | Q3 2020 | Q2 2023 | 12 |
Carnick & Kubik, LLC | 12 | 12 | 0.75% | 1.69% | 2.31% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 0.22% | 0.29% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.19% | 0.25% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Occidental Asset Management, LLC | 12 | 12 | 0.13% | 0.36% | 0.72% | Q4 2020 | Q3 2023 | 12 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.05% | 0.22% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.08% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.03% | 0.11% | 0.33% | Q4 2020 | Q3 2023 | 12 |
PrairieView Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.35% | 0.67% | 1.33% | Q4 2020 | Q3 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 6.01% | 6.94% | 8.04% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Sargent Investment Group, LLC | 12 | 12 | 0.11% | 0.16% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 3.80% | 8.45% | 14.37% | Q4 2019 | Q3 2022 | 12 |
CAHABA WEALTH MANAGEMENT, INC. | 11 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q4 2022 | 12 |
IFC Holdings Incorporated/FL | 9 | 3 | 0.02% | 0.14% | 0.51% | Q2 2013 | Q4 2017 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q3 2021 | 12 |
HL FINANCIAL SERVICES LLC | 5 | 3 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q1 2019 | 12 |
Fulcrum Equity Management | 8 | 4 | 0.09% | 1.63% | 5.28% | Q1 2019 | Q1 2022 | 12 |
StrategIQ Financial Group, LLC | 5 | 3 | 0.02% | 0.07% | 0.17% | Q4 2016 | Q3 2023 | 12 |
Curi Wealth Management, LLC | 12 | 12 | 0.04% | 0.31% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.01% | 0.25% | 1.33% | Q4 2020 | Q3 2023 | 12 |
Raab & Moskowitz Asset Management LLC | 9 | 1 | 0.07% | 0.12% | 0.13% | Q4 2013 | Q4 2019 | 12 |
Allianz Asset Management GmbH | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2021 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.82% | 1.21% | 1.98% | Q4 2020 | Q3 2023 | 12 |
Providence Capital Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 12 |
N.E.W. Advisory Services LLC | 12 | 12 | 0.09% | 0.17% | 0.31% | Q4 2020 | Q3 2023 | 12 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 12 | 12 | 0.85% | 1.52% | 1.90% | Q1 2020 | Q4 2022 | 12 |
Institute for Wealth Management, LLC. | 8 | 4 | 0.16% | 0.92% | 3.33% | Q2 2013 | Q1 2021 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.20% | 0.53% | 0.87% | Q4 2020 | Q3 2023 | 12 |
Personal Capital Advisors Corp | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.18% | 1.05% | 1.78% | Q4 2020 | Q3 2023 | 12 |
Bison Wealth, LLC | 11 | 11 | 0.01% | 0.07% | 0.27% | Q4 2019 | Q2 2022 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.06% | 0.11% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.40% | 0.49% | 0.73% | Q1 2021 | Q3 2023 | 11 |
CANADA PENSION PLAN INVESTMENT BOARD | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.78% | 0.95% | 1.11% | Q1 2021 | Q3 2023 | 11 |
Grant/GrossMendelsohn, LLC | 9 | 2 | 0.14% | 0.24% | 0.47% | Q4 2020 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.01% | 0.12% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 11 |
Commonwealth Financial Services, LLC | 10 | 1 | 0.05% | 1.15% | 3.65% | Q4 2014 | Q3 2023 | 11 |
Accredited Investors Inc. | 7 | 4 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Rollins Financial | 8 | 3 | 1.81% | 2.74% | 3.67% | Q4 2020 | Q3 2023 | 11 |
Camarda Financial Advisors, LLC | 10 | 1 | 0.01% | 0.10% | 0.24% | Q1 2014 | Q4 2021 | 11 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 11 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.24% | 0.82% | Q4 2014 | Q2 2022 | 11 |
Wealth Alliance | 10 | 1 | 0.06% | 0.36% | 1.11% | Q4 2020 | Q3 2023 | 11 |
OLD SECOND NATIONAL BANK OF AURORA | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Glassman Wealth Services | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Legacy Wealth Planning, LLC | 11 | 11 | 0.30% | 0.43% | 0.55% | Q4 2019 | Q2 2022 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.06% | 0.27% | 0.48% | Q1 2019 | Q3 2021 | 11 |
Main Street Financial Solutions, LLC | 8 | 3 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Kore Private Wealth LLC | 5 | 1 | 0.01% | 0.11% | 0.27% | Q4 2018 | Q1 2022 | 11 |
Winfield Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 11 |
BlackRock Investment Management, LLC | 11 | 11 | 0.01% | 0.03% | 0.10% | Q2 2014 | Q4 2016 | 11 |
Manifold Partners, LLC | 8 | 1 | 0.51% | 3.22% | 6.22% | Q4 2013 | Q4 2017 | 11 |
Human Investing LLC | 10 | 1 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2023 | 11 |
EPIQ PARTNERS, LLC | 8 | 3 | 0.12% | 0.16% | 0.21% | Q3 2020 | Q3 2023 | 11 |
BLACKROCK ADVISORS LLC | 11 | 11 | 0.01% | 0.05% | 0.16% | Q2 2014 | Q4 2016 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 0.27% | 0.31% | 0.36% | Q1 2018 | Q3 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.09% | 0.33% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Giralda Advisors, LLC | 11 | 11 | 13.34% | 16.24% | 18.20% | Q3 2013 | Q1 2016 | 11 |
STERLING INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.20% | 0.26% | 0.31% | Q2 2013 | Q4 2015 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 1.87% | 2.00% | 2.17% | Q1 2021 | Q3 2023 | 11 |
GARRISON POINT ADVISORS, LLC | 8 | 3 | 0.17% | 0.18% | 0.20% | Q3 2020 | Q3 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 11 |
CINQUE PARTNERS LLC | 11 | 11 | 6.85% | 11.55% | 14.38% | Q2 2013 | Q4 2015 | 11 |
Bay Harbor Wealth Management, LLC | 7 | 4 | 0.01% | 0.45% | 1.64% | Q1 2020 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2023 | 11 |
SOL Capital Management CO | 10 | 1 | 0.06% | 0.08% | 0.10% | Q2 2016 | Q1 2019 | 11 |
Better Money Decisions, LLC | 11 | 11 | 0.40% | 0.74% | 1.21% | Q1 2021 | Q3 2023 | 11 |
Chevy Chase Trust Holdings, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.03% | 0.39% | 0.88% | Q1 2021 | Q3 2023 | 11 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 4 | 0.06% | 0.08% | 0.11% | Q1 2018 | Q1 2021 | 11 |
Mascoma Wealth Management LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.05% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 10 |
FDx Advisors, Inc. | 6 | 4 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 10 |
RFG Advisory, LLC | 8 | 2 | 0.03% | 0.14% | 0.28% | Q2 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
ARGI Investment Services, LLC | 9 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q2 2022 | 10 |
Poehling Capital Management, INC. | 9 | 1 | 0.02% | 0.38% | 0.47% | Q2 2020 | Q1 2023 | 10 |
Exchange Capital Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2022 | 10 |
Clear Creek Financial Management, LLC | 10 | 10 | 0.34% | 0.52% | 0.68% | Q2 2021 | Q3 2023 | 10 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 10 |
Tempus Wealth Planning, LLC | 10 | 10 | 0.60% | 0.84% | 1.12% | Q2 2021 | Q3 2023 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.07% | 0.12% | 0.24% | Q2 2021 | Q3 2023 | 10 |
CITY HOLDING CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 10 |
MEEDER ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 10 |
FIRST CITIZENS BANK & TRUST CO | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 10 |
Meridian Wealth Management, LLC | 10 | 10 | 0.03% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 10 |
BESSEMER GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 8 | 1 | 0.01% | 0.06% | 0.11% | Q3 2016 | Q2 2023 | 10 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 10 | 10 | 0.28% | 0.80% | 1.52% | Q2 2021 | Q3 2023 | 10 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.12% | 0.29% | Q4 2017 | Q1 2023 | 10 |
Fortis Advisors, LLC | 4 | 3 | 0.01% | 0.09% | 0.29% | Q1 2020 | Q3 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 10 |
InterOcean Capital, LLC | 10 | 10 | 0.06% | 0.09% | 0.13% | Q3 2014 | Q4 2016 | 10 |
Newton One Investments LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 0.21% | 0.29% | 0.37% | Q2 2021 | Q3 2023 | 10 |
Modera Wealth Management, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Laidlaw Wealth Management LLC | 8 | 2 | 0.11% | 0.47% | 0.83% | Q3 2020 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
DSC Advisors, L.P. | 10 | 10 | 0.17% | 1.75% | 8.39% | Q4 2012 | Q1 2015 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 1.08% | 1.83% | 3.21% | Q4 2019 | Q4 2021 | 9 |
BLB&B Advisors, LLC | 9 | 9 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q2 2015 | 9 |
Wealthspire Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.16% | 0.19% | 0.21% | Q3 2021 | Q3 2023 | 9 |
CREDIT AGRICOLE S A | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 9 |
CLIENT 1ST ADVISORY GROUP, LLC | 9 | 9 | 0.31% | 0.54% | 0.86% | Q3 2021 | Q3 2023 | 9 |
Castle Rock Wealth Management, LLC | 6 | 3 | 0.30% | 0.45% | 0.68% | Q4 2017 | Q3 2023 | 9 |
Banco Santander, S.A. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 9 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.06% | 0.29% | Q4 2011 | Q2 2023 | 9 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2017 | 9 |
Intercontinental Wealth Advisors, LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q2 2022 | 9 |
9258 Wealth Management, LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q3 2022 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
ERn Financial, LLC | 9 | 9 | 0.05% | 1.60% | 3.74% | Q2 2020 | Q2 2022 | 9 |
Milestone Advisory Partners | 9 | 9 | 0.16% | 0.18% | 0.19% | Q4 2017 | Q4 2019 | 9 |
Outlook Wealth Advisors, LLC | 7 | 2 | 0.14% | 0.30% | 0.50% | Q2 2021 | Q3 2023 | 9 |
CARDEROCK CAPITAL MANAGEMENT INC | 9 | 9 | 0.09% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Truvestments Capital LLC | 5 | 2 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q2 2023 | 9 |
Trexquant Investment LP | 5 | 1 | 0.01% | 0.06% | 0.15% | Q1 2020 | Q3 2023 | 9 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 2 | 0.00% | 0.11% | 0.41% | Q1 2014 | Q3 2023 | 9 |
Partnervest Advisory Services LLC | 5 | 4 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2018 | 9 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.24% | 1.74% | Q3 2017 | Q4 2021 | 9 |
Austin Private Wealth, LLC | 9 | 9 | 0.17% | 0.93% | 2.02% | Q3 2021 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.07% | 0.63% | 1.25% | Q3 2021 | Q3 2023 | 9 |
Aurora Private Wealth, Inc. | 9 | 9 | 0.26% | 0.78% | 1.42% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
SEAVIEW INVESTMENT MANAGERS LLC | 9 | 9 | 0.86% | 1.17% | 1.81% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Trust Co | 9 | 9 | 0.01% | 0.08% | 0.24% | Q1 2015 | Q1 2017 | 9 |
WESPAC Advisors SoCal, LLC | 9 | 9 | 0.08% | 0.17% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Strategic Wealth Partners, Ltd. | 8 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 9 |
Baldwin Investment Management, LLC | 6 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 9 |
BALASA DINVERNO & FOLTZ LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
STERLING INVESTMENT ADVISORS LLC /ADV | 6 | 3 | 0.13% | 0.15% | 0.17% | Q4 2020 | Q3 2023 | 9 |
EQ LLC | 6 | 3 | 0.20% | 0.83% | 2.73% | Q4 2020 | Q2 2023 | 9 |
Neuberger Berman Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 1.34% | 1.55% | 1.90% | Q3 2021 | Q3 2023 | 9 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.07% | 0.14% | Q1 2020 | Q3 2023 | 9 |
BRADLEY FOSTER & SARGENT INC/CT | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Cresset Asset Management, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Acorn Wealth Advisors, LLC | 9 | 9 | 0.22% | 0.23% | 0.25% | Q4 2017 | Q4 2019 | 9 |
Weaver Consulting Group | 7 | 2 | 0.01% | 0.04% | 0.11% | Q1 2019 | Q3 2023 | 9 |
Garde Capital, Inc. | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 3.13% | 3.67% | 4.52% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 8 |
One Wealth Advisors, LLC | 4 | 4 | 0.42% | 1.23% | 2.12% | Q3 2021 | Q3 2023 | 8 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.03% | 0.16% | Q2 2014 | Q1 2023 | 8 |
Sepio Capital, LP | 8 | 8 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 8 |
Savant Capital, LLC | 4 | 4 | 0.01% | 0.06% | 0.13% | Q3 2014 | Q3 2023 | 8 |
Gray Wealth Management Inc. | 6 | 2 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Darwin Wealth Management, LLC | 8 | 8 | 0.78% | 1.27% | 2.56% | Q4 2021 | Q3 2023 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.25% | 0.32% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Salomon & Ludwin, LLC | 5 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 8 |
CIDEL ASSET MANAGEMENT INC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
CIBC Asset Management Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Shamrock Asset Management LLC | 8 | 8 | 0.03% | 3.56% | 7.92% | Q2 2013 | Q1 2015 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 8 |
Mendel Capital Management LLC | 8 | 8 | 9.30% | 11.09% | 14.58% | Q4 2021 | Q3 2023 | 8 |
Truepoint, Inc. | 8 | 8 | 0.02% | 0.03% | 0.07% | Q1 2018 | Q4 2019 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.40% | 1.46% | 3.09% | Q4 2021 | Q3 2023 | 8 |
MinichMacGregor Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Fiera Capital Corp | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Joseph Group Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.21% | 0.30% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Westwood Wealth Management | 8 | 8 | 0.58% | 0.98% | 1.20% | Q4 2021 | Q3 2023 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.49% | 0.56% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 0.96% | 1.13% | 1.30% | Q4 2021 | Q3 2023 | 8 |
Pensionmark Financial Group, LLC | 4 | 4 | 0.04% | 0.13% | 0.30% | Q2 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q3 2021 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.71% | 0.81% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Pariax, LLC | 8 | 8 | 3.58% | 7.08% | 8.23% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.73% | 9.04% | 17.37% | Q4 2020 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 8 |
WBH ADVISORY INC | 5 | 3 | 0.27% | 0.34% | 0.38% | Q3 2021 | Q3 2023 | 8 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q2 2019 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 5 | 3 | 0.32% | 0.52% | 0.66% | Q4 2020 | Q4 2022 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.10% | 0.19% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Concert Wealth Management Inc. | 7 | 1 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q3 2016 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Visionary Wealth Advisors | 8 | 8 | 0.11% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 8 |
BELLEVUE ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Howard Capital Management Inc. | 3 | 1 | 0.06% | 0.99% | 5.04% | Q1 2018 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.36% | 1.19% | 2.29% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.21% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.12% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Barber Financial Group, Inc. | 5 | 1 | 0.04% | 0.09% | 0.14% | Q1 2017 | Q4 2019 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.46% | 0.56% | 0.63% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.29% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 0.79% | 1.45% | 3.22% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.12% | 0.29% | 0.55% | Q4 2021 | Q3 2023 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 7 | 1 | 0.08% | 0.10% | 0.11% | Q1 2013 | Q1 2015 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 8 | 8 | 0.04% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sequoia Wealth Management, LLC | 6 | 2 | 0.39% | 1.07% | 4.29% | Q4 2017 | Q4 2019 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.32% | 0.40% | 0.44% | Q4 2021 | Q3 2023 | 8 |
West Wealth Group, LLC | 8 | 8 | 0.83% | 2.48% | 4.55% | Q4 2021 | Q3 2023 | 8 |
First Bancorp, Inc /ME/ | 6 | 1 | 0.17% | 0.26% | 0.33% | Q1 2021 | Q2 2023 | 8 |
Atlantic Union Bankshares Corp | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2022 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.36% | 0.66% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.29% | 0.35% | 0.39% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.35% | 0.51% | 0.77% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
AMARILLO NATIONAL BANK | 7 | 1 | 0.30% | 0.36% | 0.46% | Q3 2018 | Q3 2020 | 8 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Mayflower Financial Advisors, LLC | 4 | 3 | 0.03% | 0.25% | 0.56% | Q4 2021 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.06% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Alexandria Capital, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q3 2016 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Physician Wealth Advisors, Inc. | 4 | 3 | 0.60% | 1.09% | 1.65% | Q3 2021 | Q3 2023 | 7 |
Beacon Financial Advisory LLC | 4 | 3 | 0.14% | 0.22% | 0.31% | Q3 2021 | Q3 2023 | 7 |
DRIVE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.18% | 0.31% | 0.49% | Q4 2021 | Q2 2023 | 7 |
FRONTIER INVESTMENT MGMT CO | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 7 |
BHF Kleinwort Benson Group S.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
WealthCare Investment Partners, LLC | 4 | 3 | 0.12% | 0.20% | 0.40% | Q4 2021 | Q3 2023 | 7 |
Blue Barn Wealth, LLC | 4 | 3 | 0.13% | 0.17% | 0.23% | Q2 2021 | Q3 2023 | 7 |
FundX Investment Group, LLC | 6 | 1 | 0.19% | 0.72% | 1.19% | Q4 2014 | Q1 2021 | 7 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.44% | 1.15% | 1.79% | Q4 2013 | Q2 2015 | 7 |
MARIPAU WEALTH MANAGEMENT LLC | 5 | 2 | 0.48% | 1.00% | 1.65% | Q4 2021 | Q3 2023 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q3 2015 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.10% | 0.19% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.54% | 0.75% | 1.05% | Q2 2013 | Q4 2014 | 7 |
Compagnie Lombard Odier SCmA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2016 | 7 |
GoalVest Advisory LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.13% | 0.18% | 0.24% | Q4 2021 | Q2 2023 | 7 |
Mount Yale Investment Advisors, LLC | 4 | 3 | 0.03% | 0.14% | 0.31% | Q3 2021 | Q3 2023 | 7 |
Sanford Advisory Services, LLC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q2 2022 | 7 |
Riggs Asset Managment Co. Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 7 |
Eagle Strategies LLC | 4 | 3 | 0.11% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.24% | 0.84% | 1.68% | Q4 2021 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.24% | 0.26% | 0.30% | Q1 2022 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NCM Capital Management, LLC | 5 | 2 | 0.52% | 0.74% | 1.12% | Q4 2021 | Q3 2023 | 7 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 7 | 7 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2014 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q4 2014 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.18% | 0.22% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.15% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Spectrum Planning & Advisory Services Inc. | 4 | 3 | 1.10% | 2.32% | 4.31% | Q3 2021 | Q3 2023 | 7 |
US FINANCIAL ADVISORS, LLC | 6 | 1 | 0.06% | 3.19% | 5.79% | Q4 2014 | Q4 2020 | 7 |
Destiny Wealth Partners, LLC | 6 | 1 | 0.00% | 0.07% | 0.12% | Q4 2020 | Q4 2022 | 7 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.06% | 0.11% | 0.21% | Q3 2019 | Q3 2021 | 7 |
CX Institutional | 4 | 1 | 0.00% | 0.13% | 0.62% | Q4 2018 | Q3 2022 | 7 |
Farmers & Merchants Trust Co of Long Beach | 4 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.01% | 0.12% | 0.34% | Q1 2019 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 7 |
MOTCO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
RFG HOLDINGS, INC. | 7 | 7 | 0.57% | 0.65% | 0.72% | Q4 2020 | Q2 2022 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.07% | 0.20% | Q1 2022 | Q3 2023 | 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.02% | 0.05% | Q1 2021 | Q4 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
FIRST NATIONAL BANK OF OMAHA | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
F-Squared Investment Management, LLC | 7 | 7 | 1.71% | 3.68% | 9.58% | Q2 2013 | Q4 2014 | 7 |
Horst & Graben Wealth Management LLC | 4 | 3 | 0.89% | 1.84% | 3.45% | Q3 2021 | Q3 2023 | 7 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q1 2023 | 7 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 1 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 7 |
Soundwatch Capital LLC | 3 | 2 | 0.04% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.02% | 0.49% | 1.06% | Q1 2022 | Q3 2023 | 7 |
TNF LLC | 4 | 3 | 0.38% | 1.43% | 2.78% | Q3 2021 | Q3 2023 | 7 |
Banco de Sabadell, S.A | 5 | 1 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q2 2019 | 6 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2015 | 6 |
Cooper Financial Group | 4 | 2 | 0.08% | 0.50% | 1.81% | Q3 2021 | Q3 2023 | 6 |
Truadvice, LLC | 5 | 1 | 0.26% | 0.39% | 0.58% | Q2 2021 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 6 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 6 | 6 | 0.21% | 2.81% | 7.09% | Q4 2019 | Q1 2021 | 6 |
Fiduciary Group LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 6 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.04% | 0.68% | 1.52% | Q4 2021 | Q3 2023 | 6 |
FIRETHORN WEALTH PARTNERS, LLC | 4 | 2 | 0.54% | 1.32% | 2.27% | Q4 2021 | Q3 2023 | 6 |
Baker Avenue Asset Management, LP | 5 | 1 | 0.00% | 0.24% | 1.30% | Q4 2014 | Q3 2023 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2015 | 6 |
SUTTON PLACE INVESTORS LLC | 4 | 2 | 0.36% | 0.53% | 0.77% | Q4 2021 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.13% | 0.15% | 0.17% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Black Swift Group, LLC | 6 | 6 | 0.80% | 1.24% | 1.63% | Q2 2017 | Q3 2018 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q3 2015 | 6 |
Garrison Asset Management, LLC | 4 | 2 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q3 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Accel Wealth Management | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Argentus Capital Management, LLC | 6 | 6 | 0.00% | 0.03% | 0.18% | Q2 2015 | Q3 2016 | 6 |
Clarus Wealth Advisors | 5 | 1 | 0.02% | 0.14% | 0.74% | Q2 2018 | Q2 2023 | 6 |
LEO BROKERAGE, LLC | 5 | 1 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q1 2022 | 6 |
Keebeck Wealth Management, LLC | 6 | 6 | 0.04% | 0.46% | 0.90% | Q2 2022 | Q3 2023 | 6 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 6 |
MKT Advisors LLC | 4 | 2 | 0.19% | 0.35% | 0.60% | Q4 2021 | Q3 2023 | 6 |
First Command Financial Services, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 6 |
TIAA, FSB | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
W ADVISORS, LLC | 4 | 2 | 0.30% | 0.61% | 0.90% | Q1 2022 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.68% | 0.81% | 0.98% | Q4 2021 | Q3 2023 | 6 |
NatWest Group plc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Elwood & Goetz Wealth Advisory Group, LLC | 6 | 6 | 0.36% | 0.50% | 0.72% | Q2 2022 | Q3 2023 | 6 |
Cassady Schiller Wealth Management, LLC | 4 | 2 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 6 |
QUADRANT CAPITAL GROUP LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q4 2022 | 6 |
UNIONVIEW, LLC | 3 | 3 | 0.20% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Ellevest, Inc. | 4 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.86% | 1.24% | 1.53% | Q4 2020 | Q1 2022 | 6 |
Garrett Wealth Advisory Group, LLC | 5 | 1 | 0.09% | 0.15% | 0.17% | Q3 2019 | Q4 2021 | 6 |
BANK OF NOVA SCOTIA TRUST CO | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2021 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 0.46% | 0.58% | 0.67% | Q4 2019 | Q1 2021 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.04% | 0.64% | 2.04% | Q4 2020 | Q2 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.04% | 0.12% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Opera Trading Capital | 3 | 1 | 0.02% | 0.09% | 0.22% | Q4 2015 | Q4 2017 | 6 |
Allred Capital Management, LLC | 4 | 1 | 0.09% | 0.12% | 0.14% | Q4 2019 | Q4 2021 | 6 |
VERUS CAPITAL PARTNERS, LLC | 4 | 2 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 6 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 6 |
STRINGER ASSET MANAGEMENT, LLC | 6 | 6 | 0.57% | 0.92% | 1.41% | Q1 2014 | Q2 2015 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Constellation Wealth Advisors, LLC | 6 | 6 | 0.02% | 0.26% | 0.58% | Q2 2013 | Q3 2014 | 6 |
Financial Management Professionals, Inc. | 2 | 2 | 0.60% | 1.33% | 2.77% | Q3 2014 | Q3 2023 | 6 |
SEI INVESTMENTS CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 6 |
Capital Market Strategies LLC | 3 | 2 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q4 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.05% | 0.42% | 0.77% | Q3 2022 | Q3 2023 | 5 |
Amundi | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
FinTrust Capital Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.52% | 0.86% | Q4 2013 | Q4 2014 | 5 |
Global Financial Private Capital, Inc | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q2 2019 | 5 |
ARVEST TRUST CO N A | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
First Command Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.20% | 0.49% | 0.68% | Q3 2021 | Q3 2022 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Homrich & Berg | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 5 |
Ascent Group, LLC | 5 | 5 | 0.10% | 0.20% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.04% | 0.15% | Q1 2018 | Q2 2023 | 5 |
OXFORD FINANCIAL GROUP, LTD. LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.60% | 0.87% | 1.30% | Q1 2022 | Q1 2023 | 5 |
First Capital Advisors Group, LLC. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2023 | 5 |
WealthShield Partners, LLC | 4 | 1 | 0.00% | 0.38% | 0.64% | Q1 2021 | Q3 2023 | 5 |
Keystone Financial Services | 5 | 5 | 1.94% | 3.00% | 4.19% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA ADVISERS, LP | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Dentgroup LLC | 5 | 5 | 0.35% | 0.67% | 1.10% | Q4 2022 | Q4 2023 | 5 |
Arrow Investment Advisors, LLC | 5 | 5 | 2.53% | 3.12% | 3.59% | Q1 2014 | Q1 2015 | 5 |
Carson Advisory Inc. | 3 | 2 | 0.20% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 5 |
Bensler, LLC | 3 | 2 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 5 |
Bordeaux Wealth Advisors LLC | 5 | 5 | 0.52% | 0.56% | 0.60% | Q3 2022 | Q3 2023 | 5 |
BREITER CAPITAL MANAGEMENT INC | 4 | 1 | 0.84% | 0.97% | 1.38% | Q4 2017 | Q1 2019 | 5 |
Cypress Wealth Services, LLC | 5 | 5 | 0.07% | 0.92% | 1.73% | Q3 2022 | Q3 2023 | 5 |
Cambridge Advisors Inc. | 3 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.70% | 0.82% | 0.92% | Q4 2021 | Q4 2022 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Belvedere Trading LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 5 |
ASSOCIATED BANC-CORP | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
WRAPMANAGER INC | 5 | 5 | 3.13% | 4.50% | 7.27% | Q1 2013 | Q1 2014 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2013 | Q3 2014 | 5 |
Kowal Investment Group, LLC | 4 | 1 | 0.01% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 5 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q4 2020 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 2 | 0.01% | 0.86% | 1.92% | Q3 2021 | Q3 2023 | 5 |
Sugarloaf Wealth Management, LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 5 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.00% | 0.69% | 0.93% | Q1 2014 | Q3 2023 | 5 |
City State Bank | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.10% | 0.14% | 0.22% | Q4 2021 | Q4 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q1 2016 | 5 |
Verity Asset Management, Inc. | 4 | 1 | 0.22% | 0.36% | 0.50% | Q1 2017 | Q3 2018 | 5 |
Freedom Investment Management, Inc. | 3 | 1 | 0.03% | 0.24% | 0.40% | Q4 2015 | Q4 2019 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Buttonwood Financial Group, LLC | 5 | 5 | 3.88% | 6.15% | 8.76% | Q4 2022 | Q4 2023 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 1 | 0.02% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Interchange Capital Partners, LLC | 4 | 1 | 0.00% | 0.44% | 0.89% | Q4 2020 | Q3 2023 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2019 | 5 |
WHITTIER TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 5 |
FLC Capital Advisors | 5 | 5 | 0.06% | 0.43% | 0.64% | Q3 2021 | Q3 2022 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FUKOKU MUTUAL LIFE INSURANCE Co | 5 | 5 | 0.34% | 1.03% | 1.72% | Q4 2014 | Q4 2015 | 5 |
Perennial Investment Advisors, LLC | 5 | 5 | 0.39% | 0.58% | 0.72% | Q3 2022 | Q3 2023 | 5 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 1 | 1.66% | 15.22% | 35.79% | Q3 2014 | Q4 2020 | 5 |
Activest Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Ashburton (Jersey) Ltd | 4 | 1 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q1 2019 | 5 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 5 | 5 | 0.04% | 0.20% | 0.45% | Q4 2019 | Q4 2020 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Secrest Blakey & Associates, LLC | 5 | 5 | 0.48% | 0.57% | 0.60% | Q4 2017 | Q4 2018 | 5 |
Farther Finance Advisors, LLC | 4 | 4 | 0.44% | 0.67% | 0.87% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 4 |
Pettinga Financial Advisors LLC | 4 | 4 | 1.68% | 2.67% | 3.73% | Q4 2022 | Q3 2023 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.03% | 1.20% | 2.35% | Q4 2021 | Q3 2022 | 4 |
BAILARD, INC. | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 4 |
USCA RIA LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
DDD Partners, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q2 2022 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.80% | 0.86% | 0.90% | Q1 2019 | Q4 2019 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 0.28% | 0.44% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Venturi Wealth Management, LLC | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Parker Investment Management, LLC | 3 | 1 | 0.38% | 3.23% | 5.98% | Q4 2018 | Q3 2023 | 4 |
Destination Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.06% | 0.08% | 0.14% | Q3 2020 | Q3 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.09% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Divergent Wealth Advisors | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.23% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 4 | 4 | 1.11% | 1.18% | 1.24% | Q4 2022 | Q3 2023 | 4 |
Full Sail Capital, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.07% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ClearBridge Investments | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.04% | 0.05% | Q1 2015 | Q2 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2020 | 4 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.12% | 0.22% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Trek Financial, LLC | 4 | 4 | 0.23% | 0.44% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Hanlon Investment Management, Inc. | 4 | 4 | 0.09% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Berkeley Capital Partners, LLC | 4 | 4 | 1.95% | 2.39% | 2.64% | Q4 2022 | Q3 2023 | 4 |
Galvin, Gaustad & Stein, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Norway Savings Bank | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Scarborough Advisors, LLC | 4 | 4 | 1.15% | 1.83% | 2.62% | Q4 2022 | Q3 2023 | 4 |
Copperleaf Capital, LLC | 4 | 4 | 0.91% | 1.23% | 1.73% | Q4 2022 | Q3 2023 | 4 |
KANAWHA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.35% | 0.53% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Revolve Wealth Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 4 | 4 | 5.56% | 6.44% | 7.53% | Q1 2017 | Q4 2017 | 4 |
Legacy Financial Group LLC | 4 | 4 | 0.32% | 0.72% | 1.24% | Q4 2022 | Q3 2023 | 4 |
LWS Wealth Advisors, Inc. | 3 | 1 | 0.11% | 0.13% | 0.13% | Q4 2019 | Q4 2020 | 4 |
SigFig Wealth Management, LLC | 4 | 4 | 0.06% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 1.06% | 1.44% | 1.92% | Q4 2022 | Q3 2023 | 4 |
Ciovacco Capital Management LLC | 2 | 2 | 2.04% | 4.53% | 6.79% | Q3 2021 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ONE Advisory Partners, LLC | 4 | 4 | 2.12% | 3.00% | 4.12% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.34% | 0.44% | 0.54% | Q4 2022 | Q3 2023 | 4 |
ASSET ADVISORS CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.41% | 0.60% | 0.80% | Q4 2022 | Q3 2023 | 4 |
CVA Family Office, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LaFleur & Godfrey LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q2 2022 | 4 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 4 | 4 | 1.54% | 2.24% | 3.14% | Q4 2022 | Q3 2023 | 4 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.05% | 0.08% | Q1 2016 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Venture Visionary Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
JB Capital LLC | 4 | 4 | 1.63% | 2.52% | 3.44% | Q4 2022 | Q3 2023 | 4 |
Waypoint Capital Advisors, LLC | 2 | 2 | 0.07% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 4 |
GRIES FINANCIAL LLC | 4 | 4 | 1.52% | 2.04% | 2.70% | Q4 2022 | Q3 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.10% | 0.14% | 0.16% | Q3 2020 | Q3 2023 | 4 |
GREENLEAF TRUST | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 4 |
Summit X, LLC | 3 | 1 | 0.02% | 1.40% | 2.11% | Q3 2020 | Q3 2023 | 4 |
Spectrum Management Group, LLC | 3 | 1 | 0.00% | 0.14% | 0.24% | Q1 2021 | Q1 2022 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.24% | 0.36% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.05% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Sowa Financial Group, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
RONALD BLUE & CO LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 4 |
Systelligence, LLC | 4 | 4 | 0.46% | 0.82% | 1.49% | Q4 2019 | Q3 2020 | 4 |
Day & Ennis, LLC | 4 | 4 | 0.70% | 1.40% | 2.21% | Q4 2022 | Q3 2023 | 4 |
AMJ Financial Wealth Management | 4 | 4 | 0.51% | 0.69% | 0.80% | Q3 2021 | Q2 2022 | 4 |
Crown Wealth Group, LLC | 3 | 1 | 0.33% | 1.99% | 3.03% | Q4 2021 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.05% | 0.10% | 0.22% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
Lavaca Capital LLC | 4 | 4 | 0.12% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
My Legacy Advisors, LLC | 4 | 4 | 0.54% | 0.74% | 0.91% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 1.10% | 1.78% | 2.43% | Q4 2022 | Q3 2023 | 4 |
Keystone Wealth Services, LLC | 4 | 4 | 0.42% | 0.60% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Stone House Investment Management, LLC | 4 | 4 | 1.44% | 1.93% | 2.73% | Q4 2022 | Q3 2023 | 4 |
MA Private Wealth | 4 | 4 | 2.10% | 2.67% | 3.32% | Q4 2022 | Q3 2023 | 4 |
First Allied Asset Management, Inc. | 4 | 4 | 0.03% | 0.07% | 0.10% | Q2 2014 | Q1 2015 | 4 |
Cardinal Strategic Wealth Guidance | 4 | 4 | 0.87% | 1.55% | 2.29% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
One Charles Private Wealth Services, LLC | 4 | 4 | 0.19% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Gould Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.06% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Sharkey, Howes & Javer | 4 | 4 | 1.01% | 1.51% | 2.06% | Q4 2022 | Q3 2023 | 4 |
StoneX Group Inc. | 3 | 1 | 0.12% | 0.23% | 0.53% | Q2 2019 | Q2 2020 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.04% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Lantz Financial LLC | 4 | 4 | 0.38% | 0.51% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 4 |
KCS Wealth Advisory | 3 | 1 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q2 2023 | 4 |
ROCKLAND TRUST CO | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
ADIRONDACK TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hobart Private Capital, LLC | 4 | 4 | 0.08% | 1.54% | 5.76% | Q4 2022 | Q3 2023 | 4 |
Sovereign Financial Group, Inc. | 4 | 4 | 0.18% | 0.26% | 0.37% | Q4 2022 | Q3 2023 | 4 |
FORTE ASSET MANAGEMENT LLC | 4 | 4 | 1.65% | 2.17% | 2.46% | Q4 2022 | Q3 2023 | 4 |
PRUDENTIAL PLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
LWMG, LLC | 4 | 4 | 0.48% | 0.55% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.13% | 0.44% | 0.80% | Q3 2022 | Q2 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.49% | 0.73% | 1.01% | Q4 2022 | Q3 2023 | 4 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 0.89% | 1.41% | 1.91% | Q4 2022 | Q3 2023 | 4 |
PAX Financial Group, LLC | 4 | 4 | 0.72% | 1.07% | 1.40% | Q4 2022 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.25% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.16% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Financial Enhancement Group LLC | 4 | 4 | 0.24% | 0.26% | 0.29% | Q2 2015 | Q1 2016 | 4 |
GSA CAPITAL PARTNERS LLP | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Invst, LLC | 4 | 4 | 0.61% | 0.84% | 1.21% | Q4 2022 | Q3 2023 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
WealthTrust Asset Management, LLC | 4 | 4 | 0.27% | 0.37% | 0.43% | Q2 2021 | Q1 2022 | 4 |
ShoreHaven Wealth Partners, LLC | 4 | 4 | 1.12% | 1.79% | 2.50% | Q4 2022 | Q3 2023 | 4 |
STRATEGIC WEALTH MANAGEMENT INC | 4 | 4 | 0.70% | 1.21% | 2.60% | Q3 2014 | Q2 2015 | 4 |
Widmann Financial Services, Inc. | 2 | 2 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q3 2023 | 4 |
MCIA Inc | 2 | 2 | 0.00% | 0.39% | 0.79% | Q2 2017 | Q1 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.93% | 1.35% | 1.71% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 4 |
Savior LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Williams Financial, LLC | 3 | 3 | 1.34% | 1.98% | 2.48% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q2 2023 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.20% | 0.23% | 0.25% | Q3 2019 | Q1 2020 | 3 |
MARCO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
PACIFIC FINANCIAL GROUP INC | 3 | 3 | 0.92% | 2.91% | 5.84% | Q3 2014 | Q1 2015 | 3 |
BARINGS LLC | 3 | 3 | 0.01% | 0.05% | 0.07% | Q1 2020 | Q3 2020 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2020 | Q3 2020 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Parsec Financial Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 3 |
Waldron Private Wealth LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
ORG Partners LLC | 3 | 3 | 0.00% | 0.41% | 0.68% | Q1 2023 | Q3 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.07% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 0.22% | 0.23% | 0.26% | Q4 2014 | Q2 2015 | 3 |
Perkins Coie Trust Co | 3 | 3 | 0.06% | 0.51% | 0.83% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.08% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 3 |
W.H. Cornerstone Investments Inc. | 3 | 3 | 0.48% | 0.68% | 0.99% | Q1 2023 | Q3 2023 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
SWMG, LLC | 3 | 3 | 1.38% | 1.93% | 2.35% | Q4 2022 | Q2 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.64% | 0.74% | 0.80% | Q1 2023 | Q3 2023 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 3 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.10% | 0.44% | 1.08% | Q2 2013 | Q4 2013 | 3 |
Signature Financial Management, Inc. | 3 | 3 | 3.81% | 6.77% | 12.66% | Q2 2013 | Q4 2013 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Portfolio Strategies Inc | 3 | 3 | 0.48% | 0.51% | 0.56% | Q4 2013 | Q2 2014 | 3 |
SOLARIS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Financial Services Advisory Inc | 2 | 1 | 0.24% | 0.39% | 0.52% | Q3 2021 | Q2 2023 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 3 | 0.31% | 0.67% | 1.21% | Q1 2023 | Q3 2023 | 3 |
HAP Trading, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.10% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q3 2016 | 3 |
WESPAC Advisors, LLC | 2 | 1 | 0.17% | 0.20% | 0.25% | Q1 2021 | Q4 2021 | 3 |
Private Ocean, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.11% | 0.23% | Q2 2021 | Q2 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
FINANCIAL LIFE ADVISORS | 3 | 3 | 1.19% | 1.47% | 1.62% | Q1 2023 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.01% | 0.08% | 0.23% | Q1 2015 | Q4 2015 | 3 |
Granite Bay Wealth Management, LLC | 2 | 1 | 0.14% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.86% | 1.21% | 1.54% | Q1 2023 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2013 | 3 |
Cavalier Investments, LLC | 2 | 1 | 0.44% | 0.99% | 1.29% | Q4 2015 | Q4 2017 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PRESILIUM PRIVATE WEALTH, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Pinkerton Retirement Specialists, LLC | 2 | 1 | 0.05% | 0.12% | 0.27% | Q3 2021 | Q2 2023 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Palumbo Wealth Management LLC | 3 | 3 | 0.30% | 0.32% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 1.17% | 1.25% | 1.34% | Q4 2021 | Q2 2022 | 3 |
Verdence Capital Advisors LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
Northwest Capital Management Inc | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
LVW Advisors, LLC | 3 | 3 | 0.27% | 0.29% | 0.32% | Q1 2023 | Q3 2023 | 3 |
HYMAN CHARLES D | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CEERA INVESTMENTS, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.29% | 0.58% | 0.85% | Q1 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.03% | 0.14% | 0.35% | Q2 2022 | Q1 2023 | 3 |
RHS Financial, LLC | 3 | 3 | 0.22% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
Secure Asset Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Jackson Wealth Management, LLC | 2 | 1 | 0.05% | 0.24% | 0.63% | Q3 2020 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Future Financial Wealth Managment LLC | 2 | 1 | 0.15% | 0.62% | 1.54% | Q4 2020 | Q1 2022 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.08% | 0.16% | 0.29% | Q4 2022 | Q3 2023 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.12% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.49% | 0.53% | 0.60% | Q1 2018 | Q3 2018 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Midwest Heritage Bank, FSB | 2 | 1 | 0.16% | 0.20% | 0.25% | Q1 2022 | Q3 2023 | 3 |
Amplius Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q4 2021 | Q3 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.12% | 0.35% | Q2 2015 | Q3 2023 | 3 |
DF DENT & CO INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Syntal Capital Partners, LLC | 2 | 1 | 0.74% | 0.86% | 0.93% | Q1 2014 | Q3 2019 | 3 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 3 | 3 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Berman Capital Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 1.87% | 2.26% | 2.81% | Q1 2014 | Q3 2014 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 2.24% | 2.55% | 2.83% | Q1 2023 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PATTON ALBERTSON MILLER GROUP, LLC | 3 | 3 | 0.05% | 0.19% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Slocum, Gordon & Co LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Rock Point Advisors, LLC | 3 | 3 | 0.09% | 0.11% | 0.14% | Q2 2017 | Q4 2017 | 3 |
Sentinus, LLC | 3 | 3 | 1.28% | 1.61% | 1.86% | Q4 2022 | Q2 2023 | 3 |
Arvest Bank Trust Division | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
FormulaFolio Investments, LLC | 2 | 1 | 0.01% | 0.11% | 0.16% | Q4 2014 | Q4 2020 | 3 |
Dorsey Wright & Associates | 3 | 3 | 1.90% | 2.11% | 2.41% | Q1 2014 | Q3 2014 | 3 |
Chemistry Wealth Management LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 0.27% | 0.28% | 0.28% | Q2 2022 | Q4 2022 | 3 |
XPONANCE, INC. | 2 | 2 | 2.84% | 3.74% | 4.64% | Q1 2017 | Q2 2017 | 2 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q1 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 2 |
West Coast Financial LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2016 | Q3 2016 | 2 |
Successful Portfolios LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q1 2023 | 2 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Signify Wealth | 1 | 1 | 0.22% | 1.14% | 2.07% | Q4 2021 | Q3 2023 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Element Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 2 |
South Shore Capital Advisors | 1 | 1 | 0.56% | 0.81% | 1.06% | Q2 2021 | Q4 2021 | 2 |
True Capital Management | 2 | 2 | 0.43% | 0.43% | 0.44% | Q4 2022 | Q1 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Willis Johnson & Associates, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Private Portfolio Partners LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 2 |
Empowered Funds, LLC | 1 | 1 | 0.20% | 0.31% | 0.42% | Q3 2021 | Q1 2023 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Stearns Financial Services Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Winthrop Advisory Group LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q2 2015 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
C2C Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
TIEDEMANN TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q4 2015 | 2 |
PRW Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Sage Capital Advisors,llc | 2 | 2 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q1 2019 | 2 |
Waverly Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2015 | Q4 2022 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 2 |
FIL Ltd | 2 | 2 | 0.02% | 0.08% | 0.14% | Q2 2023 | Q3 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.36% | 0.41% | 0.46% | Q3 2021 | Q4 2021 | 2 |
KFG WEALTH MANAGEMENT, LLC | 2 | 2 | 2.28% | 2.59% | 2.91% | Q2 2023 | Q3 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Balentine LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 2 |
DOVER ADVISORS, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
One Capital Management, LLC | 2 | 2 | 0.06% | 0.11% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Tacita Capital Inc | 1 | 1 | 0.02% | 0.08% | 0.13% | Q4 2020 | Q1 2022 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2015 | Q3 2015 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.10% | 0.13% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
First Trust Bank, Ltd. | 2 | 2 | 11.50% | 13.54% | 15.57% | Q3 2016 | Q4 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
GW HENSSLER & ASSOCIATES LTD | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.35% | 0.36% | 0.36% | Q2 2023 | Q3 2023 | 2 |
ALLSTATE CORP | 1 | 1 | 0.03% | 0.08% | 0.13% | Q3 2022 | Q2 2023 | 2 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Western Financial Corp/CA | 2 | 2 | 0.24% | 0.25% | 0.25% | Q1 2023 | Q2 2023 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.02% | 0.12% | 0.22% | Q4 2021 | Q1 2022 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q4 2020 | 2 |
AMERICAN CENTURY COMPANIES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Herold Advisors, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Bangor Savings Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Ratio Wealth Group | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 2 | 0.14% | 0.27% | 0.40% | Q4 2020 | Q1 2021 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Madrona Financial Services, LLC | 2 | 2 | 0.38% | 0.59% | 0.81% | Q2 2023 | Q3 2023 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
NVWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COMERICA SECURITIES INC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2015 | Q3 2015 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Veracity Capital LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Monterey Private Wealth, Inc. | 2 | 2 | 0.14% | 0.17% | 0.20% | Q1 2022 | Q2 2022 | 2 |
BMS Financial Advisors, LLC | 2 | 2 | 0.69% | 0.96% | 1.23% | Q1 2023 | Q2 2023 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.15% | 0.19% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
JT Stratford LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.40% | 0.41% | 0.42% | Q2 2023 | Q3 2023 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 0.25% | 0.32% | 0.39% | Q4 2022 | Q1 2023 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Harfst & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Imprint Wealth LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Fernwood Investment Management, LLC | 2 | 2 | 0.22% | 0.32% | 0.43% | Q4 2013 | Q1 2014 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 6.60% | 7.77% | 8.95% | Q4 2021 | Q1 2022 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Tiller Private Wealth, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q2 2021 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2020 | Q2 2020 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PIONEER TRUST BANK N A/OR | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Axiom Advisory, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 2 |
SWS Partners | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
DOHJ, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Calamos Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
EWA, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
WADDELL & ASSOCIATES, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mawer Investment Management Ltd. | 1 | 1 | 0.01% | 0.05% | 0.08% | Q4 2014 | Q4 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Fountainhead AM, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
L & S Advisors Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 6.97% | 6.97% | 6.97% | Q2 2016 | Q2 2016 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TLWM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CEDAR CAPITAL, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LATHROP INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BURNEY CO/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Dakota Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Independent Wealth Network Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2019 | Q4 2019 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IBERIABANK CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2017 | Q4 2017 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BANK OF THE WEST | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
Hudson Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2021 | Q4 2021 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
HFG Advisors, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Main Street Research LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Derbend Asset Management | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
First Citizens Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2018 | Q4 2018 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Gradient Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Tevis Investment Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Schneider Downs Wealth Management Advisors, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 5.02% | 5.02% | 5.02% | Q1 2023 | Q1 2023 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
AUGUSTINE ASSET MANAGEMENT INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2013 | Q4 2013 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gunma Bank,Ltd. | 1 | 1 | 3.07% | 3.07% | 3.07% | Q2 2020 | Q2 2020 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Windhaven Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
GIRARD SECURITIES, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2015 | Q4 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Americana Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Hemington Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Syntegra Private Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2013 | Q2 2013 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2023 | Q3 2023 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
LOWERY THOMAS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Round Table Services, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2014 | Q3 2014 | 1 |
PALLADIEM, LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q3 2023 | Q3 2023 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Campion Asset Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cadence Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Graypoint LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
TFB Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
TCG Advisors, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
KAYS FINANCIAL ADVISORY CORP /ADV | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Hillman Capital Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Hutchens & Kramer Investment Management Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tranquility Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2016 | Q3 2016 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Rathbones Group PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Meeder Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
JMG Financial Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2013 | Q2 2013 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2022 | Q4 2022 | 1 |
Beacon Bridge Wealth Partners, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Semus Wealth Partners LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
TRADITION ASSET MANAGEMENT LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2020 | Q2 2020 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2014 | Q3 2014 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Golden State Equity Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BANK PICTET & CIE (ASIA) LTD | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2015 | Q1 2015 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2023 | Q3 2023 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
HNP Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2018 | Q4 2018 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
CMC Financial Group | 1 | 1 | 12.75% | 12.75% | 12.75% | Q1 2021 | Q1 2021 | 1 |
KANALY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
DRW Securities, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Simply Money Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
SPROTT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2021 | Q3 2021 | 1 |
Noven Financial Group, Inc. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2014 | Q3 2014 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 16.39% | 16.39% | 16.39% | Q1 2021 | Q1 2021 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q3 2021 | Q3 2021 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | 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.