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 | 97 |
Citadel Advisors | 31 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 69 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 53 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 48 |
HUNTINGTON NATIONAL BANK | 40 | 1 | 0.00% | 0.02% | 0.10% | Q1 2009 | Q3 2023 | 47 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.07% | Q1 2012 | Q3 2023 | 46 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.08% | 0.14% | Q4 2012 | Q2 2023 | 43 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.17% | 1.19% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.07% | 1.22% | 3.23% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.31% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.00% | 0.21% | 1.95% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 31 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Sandy Spring Bank | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
Capital Investment Advisors, LLC | 28 | 2 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q4 2023 | 39 |
SYNOVUS FINANCIAL CORP | 17 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 32 | 7 | 0.00% | 0.04% | 0.21% | Q4 2013 | Q3 2023 | 39 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 38 | 38 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 38 |
Creative Planning | 24 | 14 | 0.00% | 0.03% | 0.40% | Q2 2013 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 36 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.12% | 0.47% | Q4 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Bartlett & Co. LLC | 20 | 7 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q4 2023 | 35 |
Ironwood Financial, llc | 31 | 4 | 0.00% | 0.60% | 2.23% | Q4 2014 | Q3 2023 | 35 |
Cetera Advisor Networks LLC | 23 | 1 | 0.00% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 35 |
Cetera Advisors LLC | 23 | 1 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 35 |
DUNCKER STREETT & CO INC | 25 | 9 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 34 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 11 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Oakworth Capital, Inc. | 34 | 34 | 0.00% | 0.04% | 1.30% | Q2 2015 | Q3 2023 | 34 |
STIFEL FINANCIAL CORP | 22 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 34 |
CWM, LLC | 24 | 2 | 0.00% | 0.26% | 0.93% | Q3 2013 | Q3 2023 | 34 |
AlphaMark Advisors, LLC | 33 | 33 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.01% | 0.04% | 0.10% | Q3 2015 | Q3 2023 | 33 |
Barrett Asset Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 32 |
NWAM LLC | 31 | 1 | 0.01% | 0.16% | 0.27% | Q1 2015 | Q2 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.18% | Q4 2015 | Q3 2023 | 31 |
Bank of New York Mellon Corp | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 31 |
Tower Research Capital LLC (TRC) | 7 | 2 | 0.00% | 0.13% | 0.65% | Q2 2013 | Q2 2023 | 31 |
FIRST MANHATTAN CO. LLC. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.19% | Q1 2016 | Q3 2023 | 31 |
FIFTH THIRD BANCORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
BLAIR WILLIAM & CO/IL | 24 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 31 |
Parallax Volatility Advisers, L.P. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2019 | 29 |
Kistler-Tiffany Companies, LLC | 29 | 29 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q2 2020 | 29 |
First Allied Advisory Services, Inc. | 26 | 3 | 0.01% | 0.09% | 0.33% | Q2 2013 | Q3 2020 | 29 |
MURPHY CAPITAL MANAGEMENT INC | 27 | 1 | 0.03% | 0.06% | 0.08% | Q2 2014 | Q2 2022 | 28 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
BlackRock Inc. | 17 | 11 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 28 |
Versant Capital Management, Inc | 28 | 28 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2023 | 28 |
ARGI Investment Services, LLC | 27 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2022 | 28 |
COMMERCE BANK | 28 | 28 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q4 2019 | 28 |
Walleye Trading LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 28 |
Country Club Trust Company, n.a. | 20 | 8 | 0.02% | 0.09% | 0.30% | Q4 2014 | Q4 2021 | 28 |
BROWN ADVISORY INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.11% | 0.73% | Q2 2013 | Q4 2019 | 27 |
Cassaday & Co Inc. | 26 | 1 | 0.01% | 1.22% | 20.42% | Q4 2014 | Q4 2021 | 27 |
Simmons Bank | 27 | 27 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Gradient Investments LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.08% | 0.30% | Q2 2017 | Q3 2023 | 26 |
JNBA Financial Advisors | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 26 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 26 | 0.01% | 0.14% | 0.66% | Q2 2017 | Q3 2023 | 26 |
Prospera Financial Services Inc | 14 | 2 | 0.01% | 1.16% | 6.68% | Q2 2013 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.07% | 0.47% | Q2 2013 | Q3 2019 | 26 |
DAVENPORT & Co LLC | 14 | 11 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 9 | 3 | 0.00% | 0.02% | 0.10% | Q3 2014 | Q4 2021 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
IHT Wealth Management, LLC | 13 | 6 | 0.00% | 0.10% | 0.23% | Q4 2016 | Q3 2023 | 25 |
Winslow, Evans & Crocker, Inc. | 24 | 1 | 0.00% | 0.15% | 0.77% | Q4 2013 | Q4 2020 | 25 |
B. Riley Wealth Advisors, Inc. | 14 | 11 | 0.02% | 0.13% | 0.38% | Q2 2013 | Q3 2023 | 25 |
DOWLING & YAHNKE LLC | 13 | 12 | 0.01% | 0.03% | 0.18% | Q3 2015 | Q3 2022 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 25 |
Financial Partners Group, Inc | 24 | 24 | 0.10% | 0.29% | 1.03% | Q4 2017 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 11 | 6 | 0.00% | 0.05% | 0.15% | Q1 2014 | Q3 2023 | 24 |
AXA S.A. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2019 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.45% | 0.79% | 1.10% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Family Firm, Inc. | 23 | 23 | 0.08% | 0.15% | 0.21% | Q1 2018 | Q3 2023 | 23 |
Madden Advisory Services, Inc. | 22 | 1 | 0.12% | 0.75% | 2.93% | Q2 2013 | Q1 2019 | 23 |
Capital Advisory Group Advisory Services, LLC | 23 | 23 | 0.08% | 0.37% | 1.12% | Q1 2018 | Q3 2023 | 23 |
MONROE BANK & TRUST/MI | 22 | 1 | 0.07% | 0.12% | 0.22% | Q2 2013 | Q1 2019 | 23 |
D.A. DAVIDSON & CO. | 8 | 2 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2022 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 23 |
Parallel Advisors, LLC | 20 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 23 |
SALEM INVESTMENT COUNSELORS INC | 18 | 2 | 0.00% | 0.00% | 0.06% | Q3 2016 | Q3 2023 | 23 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 22 |
HighTower Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 22 |
Carroll Financial Associates, Inc. | 16 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2021 | 22 |
OPTIMUM INVESTMENT ADVISORS | 8 | 7 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q4 2023 | 22 |
KCM INVESTMENT ADVISORS LLC | 15 | 6 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q1 2019 | 21 |
MCF Advisors LLC | 8 | 6 | 0.01% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.12% | 0.37% | Q3 2018 | Q3 2023 | 21 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.04% | 0.13% | 0.28% | Q4 2013 | Q3 2018 | 20 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.10% | 0.65% | Q2 2013 | Q3 2023 | 20 |
Allworth Financial LP | 11 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Mutual Advisors, LLC | 10 | 4 | 0.02% | 0.07% | 0.26% | Q4 2017 | Q3 2023 | 20 |
Transamerica Financial Advisors, Inc. | 13 | 1 | 0.00% | 1.64% | 6.65% | Q2 2013 | Q2 2019 | 20 |
Stonebridge Capital Advisors LLC | 12 | 2 | 0.00% | 0.18% | 0.43% | Q4 2015 | Q2 2021 | 19 |
Next Capital Management LLC | 15 | 4 | 0.03% | 0.42% | 1.26% | Q4 2018 | Q3 2023 | 19 |
Stillwater Capital Advisors, LLC | 17 | 2 | 0.18% | 0.71% | 1.11% | Q2 2013 | Q1 2019 | 19 |
Claraphi Advisory Network, LLC | 19 | 19 | 0.06% | 0.19% | 0.41% | Q4 2017 | Q2 2022 | 19 |
United Asset Strategies, Inc. | 17 | 2 | 0.06% | 0.18% | 0.31% | Q4 2015 | Q2 2022 | 19 |
Compagnie Lombard Odier SCmA | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 19 |
VALLEY NATIONAL ADVISERS INC | 10 | 9 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 19 |
Brinker Capital Investments, LLC | 11 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 19 |
TRUIST FINANCIAL CORP | 11 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 18 |
Well Done, LLC | 13 | 5 | 0.06% | 0.14% | 0.30% | Q1 2016 | Q1 2023 | 18 |
RPG Investment Advisory, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2017 | 18 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 18 |
Atria Investments, Inc | 8 | 1 | 0.03% | 0.53% | 1.79% | Q2 2013 | Q4 2022 | 18 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.04% | 0.52% | Q3 2017 | Q2 2023 | 18 |
Archford Capital Strategies, LLC | 18 | 18 | 0.16% | 0.51% | 1.63% | Q4 2015 | Q1 2020 | 18 |
Founders Capital Management | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2023 | 18 |
SCOTIA CAPITAL INC. | 15 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q1 2020 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
SYM FINANCIAL Corp | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 17 |
Koshinski Asset Management, Inc. | 9 | 2 | 0.01% | 0.11% | 0.21% | Q4 2014 | Q1 2022 | 17 |
OPPENHEIMER & CO INC | 15 | 1 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q4 2021 | 17 |
Brookstone Capital Management | 11 | 1 | 0.00% | 0.20% | 0.62% | Q4 2013 | Q3 2023 | 17 |
PARK NATIONAL CORP /OH/ | 17 | 17 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2017 | 17 |
Timber Hill LLC | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2018 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.13% | 0.80% | Q2 2013 | Q2 2017 | 17 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q1 2023 | 17 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8 | 1 | 0.01% | 0.05% | 0.18% | Q4 2014 | Q3 2023 | 17 |
Pettinga Financial Advisors LLC | 17 | 17 | 0.18% | 1.01% | 2.30% | Q4 2018 | Q4 2022 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 6 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q1 2018 | 16 |
CREDIT SUISSE AG/ | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 16 |
Summit X, LLC | 9 | 3 | 0.09% | 0.51% | 1.62% | Q2 2017 | Q1 2023 | 16 |
INVESTMENT PARTNERS, LTD. | 16 | 16 | 0.28% | 1.23% | 5.49% | Q4 2015 | Q3 2019 | 16 |
PRIO WEALTH LIMITED PARTNERSHIP | 16 | 16 | 0.01% | 0.06% | 0.12% | Q3 2015 | Q2 2019 | 16 |
CENTRAL BANK & TRUST CO | 10 | 6 | 0.00% | 0.07% | 0.47% | Q4 2016 | Q4 2020 | 16 |
Baird Financial Group, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 16 |
SSI INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2019 | 16 |
Bray Capital Advisors | 16 | 16 | 0.00% | 0.02% | 0.20% | Q4 2019 | Q3 2023 | 16 |
NAVELLIER & ASSOCIATES INC | 6 | 2 | 0.08% | 0.43% | 1.33% | Q3 2012 | Q2 2023 | 16 |
NATIONAL PLANNING CORP | 15 | 1 | 0.02% | 0.08% | 0.40% | Q2 2013 | Q2 2017 | 16 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.01% | 0.02% | 0.07% | Q1 2016 | Q4 2022 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Cribstone Capital Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2020 | 16 |
Belpointe Asset Management LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2023 | 16 |
Hilltop Holdings Inc. | 10 | 1 | 0.21% | 0.41% | 0.79% | Q2 2013 | Q4 2017 | 16 |
TRUE Private Wealth Advisors | 15 | 1 | 0.03% | 0.16% | 1.63% | Q3 2018 | Q3 2023 | 16 |
WHITTIER TRUST CO | 14 | 1 | 0.00% | 0.00% | 0.04% | Q1 2015 | Q2 2020 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.05% | 0.11% | 0.37% | Q4 2019 | Q3 2023 | 16 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Starfire Investment Advisers, Inc. | 7 | 3 | 0.20% | 0.56% | 0.96% | Q1 2015 | Q2 2020 | 15 |
GRIMES & COMPANY, INC. | 12 | 1 | 0.03% | 0.14% | 1.01% | Q2 2016 | Q3 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.07% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
First Heartland Consultants, Inc. | 6 | 1 | 0.03% | 0.23% | 1.06% | Q2 2013 | Q4 2022 | 15 |
ASSETMARK, INC | 7 | 3 | 0.00% | 0.46% | 2.84% | Q3 2013 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.04% | 0.16% | Q2 2016 | Q4 2019 | 15 |
Tradewinds Capital Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2020 | 15 |
Cranbrook Wealth Management, LLC | 15 | 15 | 0.00% | 0.13% | 0.49% | Q4 2018 | Q2 2022 | 15 |
Sargent Bickham Lagudis LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2019 | 15 |
Plante Moran Financial Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q2 2022 | 15 |
First Citizens Financial Corp | 13 | 2 | 0.42% | 1.07% | 1.88% | Q4 2019 | Q3 2023 | 15 |
Estate Counselors, LLC | 8 | 1 | 0.04% | 1.22% | 2.50% | Q2 2013 | Q4 2019 | 15 |
CITY HOLDING CO | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 15 |
Financial Management Professionals, Inc. | 15 | 15 | 0.00% | 0.01% | 0.18% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q4 2016 | 15 |
ROCKLAND TRUST CO | 14 | 14 | 0.07% | 0.18% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Heartwood Wealth Advisors LLC | 14 | 14 | 0.05% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 14 |
Biondo Investment Advisors, LLC | 14 | 14 | 0.08% | 0.23% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Counsel, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.26% | 1.68% | Q4 2014 | Q2 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.03% | 0.06% | 0.15% | Q4 2013 | Q1 2017 | 14 |
SEI INVESTMENTS CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.16% | 0.93% | Q4 2014 | Q3 2019 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2020 | 14 |
Wagner Wealth Management, LLC | 10 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 14 |
Lido Advisors, LLC | 7 | 1 | 0.00% | 0.05% | 0.11% | Q1 2016 | Q2 2023 | 14 |
Sigma Planning Corp | 11 | 1 | 0.01% | 0.04% | 0.16% | Q2 2016 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 14 |
Stokes & Hubbell Capital Management, LLC | 14 | 14 | 0.05% | 0.17% | 0.29% | Q4 2015 | Q1 2019 | 14 |
BREWIN DOLPHIN LTD | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 14 |
WESPAC Advisors SoCal, LLC | 10 | 3 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2019 | 13 |
Peachtree Investment Advisors, Inc. | 12 | 1 | 0.01% | 0.24% | 0.42% | Q3 2014 | Q4 2018 | 13 |
Integrated Investment Consultants, LLC | 8 | 5 | 0.10% | 0.14% | 0.19% | Q4 2015 | Q1 2019 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Focused Wealth Management, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Stratos Wealth Advisors, LLC | 7 | 6 | 0.02% | 0.15% | 0.39% | Q4 2018 | Q4 2022 | 13 |
Roble, Belko & Company, Inc | 13 | 13 | 0.05% | 0.07% | 0.10% | Q1 2015 | Q1 2018 | 13 |
MUFG Americas Holdings Corp | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q4 2015 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q4 2019 | 13 |
LeJeune Puetz Investment Counsel LLC | 13 | 13 | 0.06% | 0.09% | 0.14% | Q1 2020 | Q1 2023 | 13 |
Mariner, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 13 |
Gryphon Financial Partners LLC | 10 | 3 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.02% | 0.09% | Q3 2020 | Q3 2023 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 12 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2020 | 13 |
Ancora Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 13 |
Glenview Trust Co | 9 | 1 | 0.02% | 0.05% | 0.19% | Q4 2014 | Q2 2020 | 13 |
Hochman Cole Investment Advisors, Inc. | 9 | 2 | 0.14% | 0.24% | 0.40% | Q4 2015 | Q4 2019 | 13 |
FineMark National Bank & Trust | 7 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 12 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 12 |
Aveo Capital Partners, LLC | 6 | 1 | 0.04% | 0.14% | 0.32% | Q4 2017 | Q4 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.06% | 0.14% | 0.20% | Q4 2015 | Q3 2018 | 12 |
WEALTHSOURCE PARTNERS, LLC | 11 | 1 | 0.05% | 0.50% | 1.01% | Q3 2016 | Q3 2023 | 12 |
Allegheny Financial Group LTD | 12 | 12 | 0.16% | 0.21% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Concorde Asset Management, LLC | 12 | 12 | 0.18% | 0.44% | 0.81% | Q1 2020 | Q4 2022 | 12 |
Conservest Capital Advisors, Inc. | 12 | 12 | 0.32% | 0.58% | 1.10% | Q1 2017 | Q4 2019 | 12 |
Aberdeen Wealth Management LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Grove Bank & Trust | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Rehmann Capital Advisory Group | 5 | 2 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q2 2019 | 12 |
Risk Paradigm Group, LLC | 12 | 12 | 0.02% | 0.25% | 1.59% | Q1 2015 | Q4 2017 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.11% | 0.14% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.06% | 0.16% | 0.28% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
NewEdge Advisors, LLC | 11 | 1 | 0.00% | 0.12% | 0.27% | Q2 2017 | Q3 2023 | 12 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 12 | 12 | 1.65% | 2.72% | 3.62% | Q4 2020 | Q3 2023 | 12 |
Virtu Financial LLC | 4 | 1 | 0.03% | 0.31% | 0.88% | Q2 2014 | Q4 2019 | 12 |
Anchor Investment Management, LLC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2023 | 12 |
Invst, LLC | 11 | 11 | 0.06% | 0.25% | 0.54% | Q1 2021 | Q3 2023 | 11 |
FIRST INTERSTATE BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 11 |
WealthShield Partners, LLC | 11 | 11 | 0.03% | 0.26% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.02% | 0.09% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.11% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 8 | 3 | 0.03% | 0.06% | 0.11% | Q3 2013 | Q4 2016 | 11 |
Montecito Bank & Trust | 11 | 11 | 0.06% | 0.13% | 0.20% | Q2 2021 | Q4 2023 | 11 |
Magnus Financial Group LLC | 11 | 11 | 0.06% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Atlas Private Wealth Advisors | 6 | 5 | 0.07% | 0.10% | 0.15% | Q2 2020 | Q1 2023 | 11 |
Moors & Cabot, Inc. | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 11 | 11 | 0.13% | 0.99% | 2.60% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
BlackRock Investment Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2016 | 11 |
Realta Investment Advisors | 7 | 4 | 0.01% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.08% | 0.10% | 0.16% | Q4 2018 | Q2 2021 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.02% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Csenge Advisory Group | 10 | 1 | 0.00% | 0.08% | 0.26% | Q3 2018 | Q3 2023 | 11 |
Patriot Financial Group Insurance Agency, LLC | 6 | 5 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q2 2022 | 11 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.04% | 0.15% | Q2 2018 | Q2 2023 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 11 | 0.02% | 0.08% | 0.12% | Q1 2015 | Q3 2017 | 11 |
CapWealth Advisors, LLC | 6 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 11 |
Sunbelt Securities, Inc. | 10 | 1 | 0.01% | 0.27% | 0.46% | Q4 2016 | Q3 2023 | 11 |
CIBC WORLD MARKET INC. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Private Capital Group, LLC | 6 | 1 | 0.00% | 0.05% | 0.12% | Q4 2017 | Q2 2022 | 11 |
Kesler, Norman & Wride, LLC | 11 | 11 | 0.06% | 0.57% | 1.58% | Q1 2021 | Q3 2023 | 11 |
Financial Advocates Investment Management | 6 | 5 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2022 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Keebeck Wealth Management, LLC | 11 | 11 | 0.04% | 0.16% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Virtue Capital Management, LLC | 8 | 2 | 0.04% | 0.15% | 0.31% | Q2 2018 | Q3 2023 | 10 |
Day & Ennis, LLC | 10 | 10 | 0.16% | 0.80% | 1.49% | Q2 2021 | Q3 2023 | 10 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 10 | 10 | 0.07% | 0.12% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Thomasville National Bank | 7 | 3 | 0.04% | 0.19% | 0.71% | Q1 2016 | Q3 2018 | 10 |
PATTON ALBERTSON MILLER GROUP, LLC | 10 | 10 | 0.09% | 0.26% | 0.58% | Q2 2021 | Q3 2023 | 10 |
55I, LLC | 7 | 1 | 0.10% | 0.56% | 1.12% | Q2 2019 | Q3 2022 | 10 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2016 | 10 |
MCIA Inc | 8 | 2 | 0.05% | 0.38% | 0.62% | Q2 2017 | Q4 2022 | 10 |
Orion Portfolio Solutions, LLC | 7 | 3 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q4 2022 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Bernardo Wealth Planning LLC | 10 | 10 | 0.19% | 1.36% | 2.97% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 10 |
GRIFFIN ASSET MANAGEMENT, INC. | 8 | 1 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 10 |
EQ LLC | 10 | 10 | 0.72% | 2.16% | 3.64% | Q1 2021 | Q2 2023 | 10 |
Private Ocean, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
TimeScale Financial, Inc. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Kovack Advisors, Inc. | 9 | 9 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 10 |
Cypress Wealth Services, LLC | 10 | 10 | 0.12% | 0.36% | 0.77% | Q2 2021 | Q3 2023 | 10 |
BLACKROCK ADVISORS LLC | 10 | 10 | 0.01% | 0.03% | 0.11% | Q3 2014 | Q4 2016 | 10 |
Lantz Financial LLC | 10 | 10 | 0.09% | 0.24% | 0.41% | Q2 2021 | Q3 2023 | 10 |
Clear Creek Financial Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Avidian Wealth Solutions, LLC | 6 | 4 | 0.01% | 0.08% | 0.22% | Q1 2021 | Q3 2023 | 10 |
Narwhal Capital Management | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Aspire Private Capital, LLC | 10 | 10 | 0.00% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
High Falls Advisors, Inc | 7 | 3 | 0.00% | 0.80% | 1.83% | Q4 2015 | Q4 2022 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
VALLEY WEALTH MANAGERS, INC. | 6 | 1 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Palisade Asset Management, LLC | 9 | 9 | 0.04% | 0.09% | 0.14% | Q4 2017 | Q4 2019 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q2 2023 | 9 |
BerganKDV Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
RAYMOND JAMES TRUST N.A. | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 9 |
Patten Group, Inc. | 8 | 1 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q1 2017 | 9 |
Cadent Capital Advisors, LLC | 9 | 9 | 0.09% | 0.53% | 2.01% | Q4 2020 | Q4 2022 | 9 |
SONATA CAPITAL GROUP INC | 5 | 4 | 0.16% | 0.19% | 0.27% | Q4 2014 | Q1 2017 | 9 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.01% | 0.16% | 1.30% | Q4 2014 | Q3 2023 | 9 |
Capital Investment Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
PRUDENTIAL FINANCIAL INC | 8 | 1 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 9 |
Kore Private Wealth LLC | 8 | 1 | 0.02% | 0.16% | 0.32% | Q4 2018 | Q3 2022 | 9 |
Snowden Capital Advisors LLC | 6 | 1 | 0.01% | 0.10% | 0.25% | Q3 2016 | Q1 2023 | 9 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 9 | 9 | 0.00% | 0.08% | 0.39% | Q2 2013 | Q2 2015 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 3 | 0.08% | 0.66% | 1.67% | Q2 2021 | Q3 2023 | 9 |
Pensionmark Financial Group, LLC | 8 | 1 | 0.05% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 9 |
True Link Financial Advisors, LLC | 9 | 9 | 0.01% | 0.08% | 0.24% | Q1 2021 | Q1 2023 | 9 |
Quadrant Private Wealth Management, LLC | 5 | 4 | 0.06% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 9 |
FLC Capital Advisors | 9 | 9 | 0.06% | 0.21% | 0.48% | Q2 2021 | Q2 2023 | 9 |
Johnson Midwest Financial, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.17% | 0.37% | 0.50% | Q3 2021 | Q3 2023 | 9 |
Foundations Investment Advisors, LLC | 9 | 9 | 0.01% | 0.25% | 0.45% | Q1 2021 | Q1 2023 | 9 |
Dentgroup LLC | 9 | 9 | 1.87% | 2.83% | 3.83% | Q4 2021 | Q4 2023 | 9 |
Lineweaver Wealth Advisors, LLC | 9 | 9 | 0.07% | 1.09% | 1.80% | Q1 2021 | Q1 2023 | 9 |
CSat Investment Advisory, L.P. | 9 | 9 | 0.01% | 0.06% | 0.09% | Q2 2018 | Q2 2020 | 9 |
Baystate Wealth Management LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q1 2023 | 9 |
Icon Wealth Partners, LLC | 6 | 3 | 0.02% | 0.33% | 0.63% | Q1 2021 | Q3 2023 | 9 |
Nikulski Financial, Inc. | 5 | 1 | 0.26% | 0.38% | 0.57% | Q2 2020 | Q1 2023 | 9 |
GIRARD PARTNERS LTD. | 6 | 1 | 0.02% | 0.18% | 0.37% | Q4 2017 | Q3 2020 | 9 |
WEDBUSH SECURITIES INC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 9 |
TRANSCEND CAPITAL ADVISORS, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q4 2022 | 8 |
CreativeOne Wealth, LLC | 7 | 1 | 0.08% | 0.30% | 0.54% | Q2 2021 | Q2 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BANQUE PICTET & CIE SA | 6 | 2 | 0.00% | 0.18% | 0.58% | Q1 2015 | Q2 2023 | 8 |
Stokes Family Office, LLC | 8 | 8 | 0.04% | 0.85% | 1.43% | Q2 2021 | Q1 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Trek Financial, LLC | 8 | 8 | 0.03% | 0.14% | 0.27% | Q1 2021 | Q4 2022 | 8 |
Sharkey, Howes & Javer | 8 | 8 | 0.06% | 0.86% | 1.38% | Q1 2021 | Q4 2022 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Aptus Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Guidance Point Advisors, LLC | 5 | 1 | 0.06% | 0.15% | 0.23% | Q4 2018 | Q3 2023 | 8 |
Venturi Wealth Management, LLC | 6 | 2 | 0.00% | 0.06% | 0.10% | Q1 2021 | Q2 2023 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
TCWP LLC | 8 | 8 | 0.04% | 0.50% | 1.82% | Q4 2021 | Q3 2023 | 8 |
M&T BANK CORP | 8 | 8 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q4 2022 | 8 |
COMERICA SECURITIES INC | 7 | 1 | 0.03% | 0.07% | 0.16% | Q2 2015 | Q3 2018 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Mount Yale Investment Advisors, LLC | 8 | 8 | 0.03% | 0.10% | 0.15% | Q1 2021 | Q4 2022 | 8 |
Procyon Advisors, LLC | 8 | 8 | 0.05% | 0.67% | 2.18% | Q2 2021 | Q1 2023 | 8 |
VERUS CAPITAL PARTNERS, LLC | 6 | 2 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q2 2023 | 8 |
Moloney Securities Asset Management, LLC | 6 | 2 | 0.13% | 0.27% | 0.66% | Q1 2021 | Q3 2023 | 8 |
Financial Architects, Inc | 6 | 2 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q2 2015 | 8 |
Perigon Wealth Management, LLC | 7 | 1 | 0.01% | 0.07% | 0.12% | Q3 2011 | Q4 2022 | 8 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.01% | 0.05% | 0.13% | Q1 2017 | Q3 2019 | 8 |
GRIES FINANCIAL LLC | 8 | 8 | 0.10% | 0.73% | 1.34% | Q2 2021 | Q1 2023 | 8 |
Wealth Alliance | 8 | 8 | 0.12% | 0.26% | 0.55% | Q1 2021 | Q4 2022 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Advisors Preferred, LLC | 2 | 1 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
APPLETON PARTNERS INC/MA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2023 | 8 |
Miracle Mile Advisors, LLC | 8 | 8 | 0.11% | 0.13% | 0.16% | Q1 2020 | Q4 2021 | 8 |
JT Stratford LLC | 8 | 8 | 0.10% | 0.18% | 0.46% | Q4 2020 | Q3 2022 | 8 |
PAX Financial Group, LLC | 8 | 8 | 0.15% | 0.96% | 1.43% | Q1 2021 | Q4 2022 | 8 |
Bay Harbor Wealth Management, LLC | 8 | 8 | 0.11% | 0.54% | 0.94% | Q1 2021 | Q4 2022 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q1 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Field & Main Bank | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 8 |
SigFig Wealth Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 8 |
ONE Advisory Partners, LLC | 8 | 8 | 0.33% | 1.27% | 2.03% | Q1 2021 | Q4 2022 | 8 |
Manchester Capital Management LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 8 |
PARK AVENUE SECURITIES LLC | 8 | 8 | 0.26% | 0.99% | 1.62% | Q1 2021 | Q4 2022 | 8 |
Wealth Management Partners, LLC | 7 | 7 | 0.43% | 0.54% | 0.67% | Q1 2022 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.03% | 0.21% | 0.35% | Q2 2021 | Q4 2022 | 7 |
Capital Analysts, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 7 |
PGIM Custom Harvest LLC | 4 | 3 | 0.07% | 1.55% | 2.92% | Q1 2021 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.15% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
PRENTISS SMITH & CO INC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q4 2016 | 7 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q2 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
U S GLOBAL INVESTORS INC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 7 |
Eudaimonia Partners, LLC | 6 | 1 | 0.01% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q4 2014 | 7 |
Allianz Asset Management GmbH | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
BBVA USA Bancshares, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
PROVENCE WEALTH MANAGEMENT GROUP | 6 | 1 | 0.04% | 0.71% | 1.80% | Q4 2021 | Q3 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Royal Fund Management, LLC | 3 | 2 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q2 2022 | 7 |
Vestmark Advisory Solutions, Inc. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 7 |
SC&H Financial Advisors, Inc. | 7 | 7 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WRAPMANAGER INC | 7 | 7 | 3.06% | 4.14% | 7.38% | Q3 2012 | Q1 2014 | 7 |
SPC Financial, Inc. | 7 | 7 | 0.08% | 1.60% | 2.35% | Q1 2022 | Q3 2023 | 7 |
SWMG, LLC | 5 | 2 | 0.41% | 1.25% | 1.93% | Q1 2021 | Q4 2022 | 7 |
IFG Advisory, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2022 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 7 |
BARINGS LLC | 3 | 1 | 0.01% | 0.14% | 0.45% | Q4 2018 | Q3 2022 | 7 |
Kessler Investment Group, LLC | 7 | 7 | 0.04% | 0.20% | 1.06% | Q2 2013 | Q4 2014 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Sweet Financial Partners, LLC | 7 | 7 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
WealthBridge Capital Management, LLC | 6 | 1 | 0.02% | 0.14% | 0.19% | Q4 2018 | Q2 2023 | 7 |
Spectrum Management Group, LLC | 7 | 7 | 0.14% | 0.49% | 0.68% | Q1 2021 | Q3 2022 | 7 |
WASHINGTON TRUST BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.71% | 0.96% | 1.46% | Q4 2015 | Q2 2017 | 7 |
Outlook Wealth Advisors, LLC | 7 | 7 | 0.08% | 3.01% | 4.64% | Q4 2021 | Q2 2023 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 7 |
W ADVISORS, LLC | 7 | 7 | 0.24% | 0.40% | 0.56% | Q4 2021 | Q2 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Ameritas Advisory Services, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Round Table Services, LLC | 4 | 3 | 0.14% | 0.72% | 1.46% | Q3 2015 | Q3 2017 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Robertson Stephens Wealth Management, LLC | 6 | 1 | 0.04% | 0.12% | 0.34% | Q1 2021 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.04% | 0.19% | Q1 2022 | Q3 2023 | 7 |
F-Squared Investment Management, LLC | 5 | 2 | 1.74% | 3.87% | 9.51% | Q2 2013 | Q2 2015 | 7 |
Tri-Star Advisors Inc. | 7 | 7 | 0.35% | 1.39% | 1.97% | Q1 2021 | Q3 2022 | 7 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 7 |
Horan Securities, Inc. | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 7 |
ALLSTATE CORP | 3 | 1 | 0.10% | 0.59% | 1.42% | Q1 2016 | Q3 2023 | 7 |
Essex Financial Services, Inc. | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2013 | Q2 2015 | 7 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.55% | 1.04% | Q2 2013 | Q4 2014 | 7 |
VICUS CAPITAL | 3 | 1 | 0.06% | 0.10% | 0.15% | Q4 2015 | Q1 2020 | 7 |
ShoreHaven Wealth Partners, LLC | 7 | 7 | 0.15% | 0.59% | 1.01% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2022 | 7 |
COMERICA SECURITIES,INC. | 6 | 1 | 0.01% | 0.17% | 0.24% | Q1 2021 | Q4 2022 | 7 |
COLONY GROUP LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.07% | 0.16% | Q1 2022 | Q3 2023 | 7 |
TNF LLC | 6 | 6 | 0.15% | 0.54% | 0.93% | Q3 2021 | Q4 2022 | 6 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 6 |
COTTONWOOD CAPITAL ADVISORS, LLC | 6 | 6 | 0.95% | 1.30% | 1.47% | Q2 2022 | Q3 2023 | 6 |
RFG Advisory, LLC | 5 | 1 | 0.01% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 1.15% | 1.46% | 1.76% | Q2 2022 | Q3 2023 | 6 |
JB Capital LLC | 6 | 6 | 0.26% | 0.98% | 1.63% | Q3 2021 | Q4 2022 | 6 |
Teamwork Financial Advisors, LLC | 5 | 1 | 0.26% | 0.29% | 0.33% | Q2 2021 | Q1 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.48% | 0.72% | 0.88% | Q4 2020 | Q1 2022 | 6 |
FIRETHORN WEALTH PARTNERS, LLC | 4 | 2 | 0.29% | 0.50% | 0.71% | Q1 2021 | Q3 2022 | 6 |
Concert Wealth Management Inc. | 5 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2016 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Trexquant Investment LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Tyler-Stone Wealth Management | 4 | 2 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.02% | 0.08% | 0.12% | Q4 2014 | Q1 2016 | 6 |
Quantitative Investment Management, LLC | 3 | 1 | 0.05% | 0.08% | 0.12% | Q2 2020 | Q2 2023 | 6 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2016 | 6 |
DEARBORN PARTNERS LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q4 2014 | 6 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 1 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.06% | 0.18% | Q2 2022 | Q3 2023 | 6 |
FIRST TRUST ADVISORS LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
First City Capital Management, Inc. | 6 | 6 | 0.33% | 0.36% | 0.41% | Q2 2013 | Q3 2014 | 6 |
Williams Financial, LLC | 5 | 1 | 0.76% | 1.26% | 3.05% | Q2 2021 | Q4 2022 | 6 |
Keystone Wealth Services, LLC | 6 | 6 | 0.09% | 0.29% | 0.54% | Q4 2021 | Q1 2023 | 6 |
Genesee Capital Advisors, LLC | 6 | 6 | 0.16% | 0.44% | 0.60% | Q1 2022 | Q2 2023 | 6 |
Private Portfolio Partners LLC | 6 | 6 | 0.10% | 0.15% | 0.18% | Q1 2021 | Q2 2022 | 6 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.02% | 0.10% | 0.18% | Q3 2016 | Q3 2021 | 6 |
FIFTH THIRD SECURITIES, INC. | 5 | 1 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.00% | 4.74% | 8.05% | Q2 2013 | Q3 2014 | 6 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2014 | 6 |
Greenwich Wealth Management LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 6 |
ALLIANCEBERNSTEIN L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Essex LLC | 5 | 1 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2023 | 6 |
Ballentine Partners, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q4 2022 | 6 |
Jackson Hole Capital Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
WINTRUST INVESTMENTS LLC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q4 2018 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Ackerman Capital Advisors, LLC | 5 | 5 | 0.02% | 0.45% | 1.06% | Q4 2018 | Q4 2019 | 5 |
IMC-Chicago, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 5 |
MCMORGAN & CO LLC | 3 | 2 | 0.59% | 1.48% | 2.65% | Q2 2021 | Q4 2022 | 5 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Meristem Family Wealth, LLC | 4 | 1 | 0.05% | 0.13% | 0.37% | Q3 2015 | Q1 2022 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.14% | 0.88% | 2.04% | Q2 2013 | Q2 2014 | 5 |
ICA Group Wealth Management, LLC | 3 | 2 | 0.00% | 0.10% | 0.45% | Q1 2022 | Q2 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.07% | 0.09% | 0.13% | Q4 2021 | Q4 2022 | 5 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Cooper Financial Group | 5 | 5 | 0.04% | 0.08% | 0.13% | Q2 2021 | Q2 2022 | 5 |
BOSTON PRIVATE BANK & TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2020 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 1 | 0.02% | 0.07% | 0.11% | Q1 2019 | Q3 2021 | 5 |
WP Advisors, LLC | 4 | 1 | 0.21% | 2.53% | 3.93% | Q1 2019 | Q1 2021 | 5 |
ASPIRIANT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Buttonwood Financial Group, LLC | 4 | 1 | 0.56% | 1.60% | 3.06% | Q1 2022 | Q4 2023 | 5 |
HT Partners LLC | 5 | 5 | 4.74% | 6.74% | 10.58% | Q2 2013 | Q2 2014 | 5 |
Truadvice, LLC | 5 | 5 | 0.22% | 0.38% | 0.52% | Q1 2021 | Q1 2022 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
NORTHERN TRUST CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 5 |
Institute for Wealth Management, LLC. | 4 | 1 | 0.00% | 1.78% | 3.32% | Q2 2013 | Q4 2019 | 5 |
Goodwin Investment Advisory | 5 | 5 | 0.16% | 0.55% | 1.92% | Q3 2022 | Q3 2023 | 5 |
One Capital Management, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q1 2023 | 5 |
Fusion Family Wealth LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
AVAII WEALTH MANAGEMENT, LLC | 5 | 5 | 2.04% | 2.48% | 2.95% | Q4 2021 | Q4 2022 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.16% | 0.21% | 0.26% | Q3 2022 | Q3 2023 | 5 |
John W. Brooker & Co., CPAs | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Marks Group Wealth Management, Inc | 5 | 5 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Constellation Wealth Advisors, LLC | 5 | 5 | 0.10% | 0.31% | 0.60% | Q2 2013 | Q2 2014 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 1 | 0.02% | 0.21% | 0.32% | Q4 2021 | Q1 2023 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 5 |
QCI ASSET MANAGEMENT INC/NY | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.08% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
Franklin, Parlapiano, Turner & Welch, LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q4 2016 | Q4 2017 | 5 |
TELEMUS CAPITAL, LLC | 4 | 1 | 0.00% | 0.08% | 0.10% | Q4 2014 | Q4 2017 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.02% | 0.22% | 0.44% | Q4 2021 | Q4 2022 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Wealthspire Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.01% | 0.15% | 0.41% | Q1 2022 | Q1 2023 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Personal Wealth Partners | 5 | 5 | 0.00% | 0.28% | 0.86% | Q4 2018 | Q4 2019 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2018 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 1 | 0.09% | 0.14% | 0.25% | Q4 2014 | Q4 2016 | 5 |
Evolution Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.12% | Q2 2020 | Q2 2021 | 5 |
Hanlon Investment Management, Inc. | 5 | 5 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q1 2022 | 5 |
CFS Investment Advisory Services, LLC | 4 | 4 | 0.31% | 0.41% | 0.47% | Q3 2021 | Q2 2022 | 4 |
RiverFront Investment Group, LLC | 2 | 2 | 0.95% | 1.39% | 1.59% | Q4 2011 | Q2 2015 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2014 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.33% | 0.35% | 0.37% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
BANK OF NOVA SCOTIA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.07% | 0.24% | Q2 2016 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.13% | 0.30% | Q1 2018 | Q3 2023 | 4 |
Biltmore Capital Advisors LLC | 4 | 4 | 0.52% | 0.59% | 0.74% | Q1 2021 | Q4 2021 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q1 2022 | 4 |
ACG Wealth | 4 | 4 | 0.56% | 0.69% | 0.81% | Q4 2013 | Q3 2014 | 4 |
Centric Wealth Management | 4 | 4 | 0.32% | 0.42% | 0.48% | Q4 2020 | Q3 2021 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.03% | 0.12% | 0.24% | Q1 2022 | Q4 2022 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
CHEMUNG CANAL TRUST CO | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
FIRST NATIONAL BANK SIOUX FALLS | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q3 2015 | 4 |
Seaside Wealth Management, Inc. | 4 | 4 | 0.12% | 0.15% | 0.17% | Q2 2022 | Q1 2023 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BMS Financial Advisors, LLC | 3 | 1 | 0.99% | 1.06% | 1.20% | Q4 2021 | Q4 2022 | 4 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HL FINANCIAL SERVICES LLC | 3 | 1 | 0.00% | 0.07% | 0.10% | Q2 2013 | Q4 2016 | 4 |
OmniStar Financial Group, Inc. | 2 | 1 | 0.21% | 0.28% | 0.31% | Q2 2021 | Q4 2022 | 4 |
Investors Capital Advisory Services | 2 | 2 | 0.04% | 0.06% | 0.11% | Q1 2015 | Q2 2016 | 4 |
Columbus Macro, LLC | 4 | 4 | 0.31% | 0.35% | 0.40% | Q4 2017 | Q3 2018 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.04% | 0.14% | Q4 2017 | Q1 2023 | 4 |
Glassman Wealth Services | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Foundation Wealth Management, LLC | 4 | 4 | 1.12% | 1.28% | 1.62% | Q4 2022 | Q3 2023 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.06% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2018 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
S.C. Financial Services, Inc. | 3 | 1 | 0.33% | 0.40% | 0.51% | Q4 2021 | Q4 2022 | 4 |
Commonwealth Financial Services, LLC | 4 | 4 | 0.09% | 1.80% | 3.66% | Q2 2016 | Q1 2017 | 4 |
Western Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 4 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
WILLIAMS JONES & ASSOCIATES LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 4 |
Successful Portfolios LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q2 2021 | Q1 2022 | 4 |
Prosperity Planning, Inc. | 4 | 4 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q1 2022 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Berkeley Capital Partners, LLC | 2 | 1 | 0.11% | 0.19% | 0.27% | Q1 2021 | Q4 2022 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.46% | 0.73% | 0.94% | Q4 2020 | Q3 2021 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.62% | 0.73% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.08% | 0.15% | Q4 2021 | Q3 2022 | 4 |
FIRST CITIZENS BANK & TRUST CO | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.03% | 0.16% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q1 2022 | 4 |
WADE G W & INC | 4 | 4 | 0.07% | 0.08% | 0.11% | Q4 2014 | Q3 2015 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q1 2019 | 4 |
Keystone Financial Services | 4 | 4 | 0.50% | 1.35% | 2.66% | Q4 2021 | Q3 2022 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.18% | 0.25% | 0.40% | Q4 2022 | Q3 2023 | 4 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 4 |
Sound Income Strategies, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Chevy Chase Trust Holdings, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2021 | 4 |
LGT Financial Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Community Financial Services Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q3 2015 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Affiance Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Venture Visionary Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Edge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MDE Group | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Birch Hill Investment Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 3 |
M Holdings Securities, Inc. | 2 | 1 | 0.02% | 0.05% | 0.06% | Q3 2014 | Q3 2018 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Brown Advisory Securities, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Apexium Financial, LP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
RESTON WEALTH MANAGEMENT LLC | 3 | 3 | 0.20% | 0.30% | 0.37% | Q4 2018 | Q2 2019 | 3 |
EP Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.12% | 0.29% | Q4 2014 | Q4 2018 | 3 |
HawsGoodwin Investment Management LLC | 3 | 3 | 2.20% | 2.26% | 2.32% | Q2 2021 | Q4 2021 | 3 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.21% | 0.22% | 0.25% | Q4 2022 | Q2 2023 | 3 |
Cassaday & Co Wealth Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Townsend & Associates, Inc | 3 | 3 | 2.35% | 2.76% | 3.30% | Q4 2022 | Q2 2023 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 3 |
TD Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2017 | 3 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Element Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Regal Wealth Group, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
NCM Capital Management, LLC | 2 | 1 | 0.14% | 0.14% | 0.15% | Q1 2022 | Q4 2022 | 3 |
StoneX Group Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 1.12% | 1.80% | 2.58% | Q1 2018 | Q3 2018 | 3 |
Ruedi Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.36% | 0.59% | Q4 2013 | Q2 2014 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Johnson Financial Group, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 3 |
ELLERSON GROUP INC /ADV | 2 | 1 | 0.22% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
HSBC HOLDINGS PLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
GW HENSSLER & ASSOCIATES LTD | 2 | 1 | 0.03% | 0.07% | 0.09% | Q4 2014 | Q4 2015 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Fulcrum Equity Management | 2 | 1 | 0.24% | 0.39% | 0.51% | Q1 2021 | Q4 2021 | 3 |
Centurion Wealth Management LLC | 3 | 3 | 0.14% | 0.72% | 1.85% | Q4 2022 | Q2 2023 | 3 |
Carolina Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 3 | 0.28% | 0.35% | 0.39% | Q4 2021 | Q2 2022 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Charles Carroll Financial Partners, LLC | 3 | 3 | 0.69% | 0.84% | 0.98% | Q2 2022 | Q4 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.08% | 0.12% | 0.15% | Q4 2021 | Q2 2022 | 3 |
Annex Advisory Services, LLC | 3 | 3 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q4 2013 | 3 |
GlobalBridge, Inc. | 2 | 1 | 0.09% | 0.14% | 0.20% | Q2 2013 | Q1 2014 | 3 |
RPg Family Wealth Advisory, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q4 2014 | Q2 2015 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.03% | 0.18% | 0.40% | Q2 2019 | Q4 2019 | 3 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q3 2022 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q1 2023 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2014 | Q3 2014 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
NATIXIS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2014 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 0.57% | 0.87% | 1.17% | Q1 2021 | Q2 2021 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2018 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
HAP Trading, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Sovereign Financial Group, Inc. | 2 | 2 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q2 2022 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.39% | 0.45% | 0.51% | Q4 2021 | Q1 2022 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Wealthstar Advisors, LLC | 1 | 1 | 0.41% | 1.06% | 1.70% | Q1 2022 | Q3 2023 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2017 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Howard Capital Management Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.15% | 0.28% | Q4 2020 | Q4 2022 | 2 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.17% | 0.33% | Q4 2022 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
One Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
MITCHELL GROUP INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2018 | 2 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Quantbot Technologies LP | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 2 |
Jefferies Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Bangor Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.53% | 0.55% | 0.56% | Q1 2017 | Q1 2018 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Noven Financial Group, Inc. | 2 | 2 | 0.73% | 0.84% | 0.95% | Q2 2014 | Q3 2014 | 2 |
Detalus Advisors, LLC | 2 | 2 | 0.70% | 0.74% | 0.77% | Q3 2022 | Q4 2022 | 2 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 2 |
Retirement Planning Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.19% | 0.22% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q4 2022 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Copperleaf Capital, LLC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q3 2022 | Q4 2022 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2016 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.08% | 0.16% | Q1 2017 | Q4 2019 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 0.57% | 0.89% | 1.20% | Q2 2014 | Q3 2014 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.25% | 0.38% | 0.50% | Q2 2016 | Q3 2016 | 2 |
Callan Capital, LLC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q4 2019 | Q1 2020 | 2 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 2 |
PETTYJOHN, WOOD & WHITE, INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q2 2015 | 2 |
Stearns Financial Services Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.30% | 0.36% | 0.42% | Q4 2021 | Q1 2022 | 2 |
Laidlaw Wealth Management LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
C2C Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2015 | Q3 2015 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 2 |
XR Securities LLC | 1 | 1 | 0.01% | 1.84% | 3.66% | Q1 2018 | Q1 2020 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.18% | 0.19% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.62% | 0.80% | 0.98% | Q3 2016 | Q4 2016 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Choate Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Wealth Management Solutions, LLC | 2 | 2 | 0.35% | 0.72% | 1.10% | Q4 2021 | Q1 2022 | 2 |
SMITH CHAS P & ASSOCIATES PA CPAS | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q4 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.92% | 0.94% | 0.97% | Q1 2022 | Q2 2022 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 0.04% | 0.10% | 0.16% | Q1 2018 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2019 | Q2 2019 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.59% | 0.63% | 0.68% | Q1 2021 | Q2 2021 | 2 |
Fernwood Investment Management, LLC | 2 | 2 | 0.27% | 0.54% | 0.81% | Q4 2013 | Q1 2014 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Bull Oak Capital, LLC | 2 | 2 | 1.38% | 3.29% | 5.20% | Q1 2022 | Q2 2022 | 2 |
ClearBridge Investments | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 1.63% | 1.65% | 1.68% | Q4 2012 | Q4 2014 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q1 2016 | 2 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2018 | Q3 2018 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 2 |
Sentinus, LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q3 2022 | Q4 2022 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 2 |
JMG Financial Group, Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q2 2014 | Q2 2014 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Veracity Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SNOW CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
BANK OF THE WEST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2016 | Q4 2016 | 1 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Marotta Asset Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Arcadia Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Horizon Family Wealth, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Kraft, Davis & Associates, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2023 | Q3 2023 | 1 |
CX Institutional | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
GARRISON POINT ADVISORS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2015 | Q3 2015 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DEAN INVESTMENT ASSOCIATES, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
MA Private Wealth | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2013 | Q2 2013 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 2.99% | 2.99% | 2.99% | Q1 2015 | Q1 2015 | 1 |
West Coast Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
CAPE COD FIVE CENTS SAVINGS BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Clifford Group, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2022 | Q4 2022 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2009 | Q1 2009 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
FundX Investment Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SVB Investment Services Inc. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2022 | Q1 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grace Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hoxton Planning & Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Park Place Capital Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2022 | Q2 2022 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Regis Management CO LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2014 | Q4 2014 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Triumph Capital Management | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2018 | Q3 2018 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2013 | Q3 2013 | 1 |
Valentine Capital Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Simply Money Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
PFG Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2022 | Q2 2022 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MID CONTINENT CAPITAL LLC/IL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Prostatis Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Next Level Private LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2018 | Q4 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Intelligence Driven Advisers, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
TCG Advisors, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
CPR Investments Inc. | 1 | 1 | 4.49% | 4.49% | 4.49% | Q4 2022 | Q4 2022 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2018 | Q4 2018 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2023 | Q4 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 2.18% | 2.18% | 2.18% | Q2 2023 | Q2 2023 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2019 | Q4 2019 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FCA CORP /TX | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
HC Advisors, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2019 | Q4 2019 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | 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.