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 |
Rehmann Capital Advisory Group | 40 | 2 | 0.04% | 0.15% | 0.62% | Q4 2008 | Q3 2023 | 57 |
HUNTINGTON NATIONAL BANK | 43 | 3 | 0.00% | 0.04% | 0.09% | Q1 2010 | Q3 2023 | 51 |
Cutler Group LLC / CA | 12 | 7 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2023 | 50 |
MUFG Americas Holdings Corp | 48 | 48 | 0.07% | 0.19% | 0.35% | Q4 2010 | Q3 2022 | 48 |
MCF Advisors LLC | 40 | 7 | 0.07% | 0.61% | 2.56% | Q4 2011 | Q3 2023 | 47 |
DONALDSON CAPITAL MANAGEMENT, LLC | 40 | 6 | 0.01% | 0.57% | 0.91% | Q1 2010 | Q4 2021 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 3 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 45 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.01% | 0.08% | 0.14% | Q4 2012 | Q3 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.05% | 0.49% | 1.54% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.03% | 0.06% | 0.10% | Q4 2012 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.18% | 0.55% | Q1 2013 | Q3 2023 | 43 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.21% | 0.33% | 0.45% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.04% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.04% | 0.11% | 0.46% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BAR HARBOR WEALTH MANAGEMENT | 42 | 42 | 0.02% | 0.10% | 0.16% | Q1 2013 | Q2 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 1.11% | 2.20% | 3.53% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.29% | 0.83% | 1.41% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.12% | 0.17% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.03% | 0.15% | 0.33% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.00% | 0.36% | 0.91% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
COLONY GROUP LLC | 42 | 42 | 0.02% | 0.17% | 0.42% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIRST HAWAIIAN BANK | 42 | 42 | 0.12% | 1.11% | 3.14% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.22% | 0.46% | 0.97% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.63% | 2.26% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.35% | 0.68% | 0.94% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.04% | 0.14% | 0.43% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.04% | 0.12% | 0.36% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
SPC Financial, Inc. | 42 | 42 | 1.55% | 2.65% | 3.95% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.03% | 0.19% | 0.59% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.18% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.03% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIRST MERCHANTS CORP | 42 | 42 | 0.36% | 1.34% | 2.98% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.04% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
1834 INVESTMENT ADVISORS CO | 42 | 42 | 0.62% | 1.60% | 2.13% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.04% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.96% | 1.38% | 1.82% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.02% | 0.83% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.11% | 0.29% | 0.57% | Q3 2013 | Q3 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.00% | 0.42% | 0.82% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.01% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.05% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 41 |
OARSMAN CAPITAL, INC. | 27 | 14 | 0.66% | 0.92% | 1.31% | Q2 2013 | Q3 2023 | 41 |
Liberty Capital Management, Inc. | 29 | 12 | 0.11% | 0.20% | 0.29% | Q2 2013 | Q3 2023 | 41 |
Ifrah Financial Services, Inc. | 41 | 41 | 0.51% | 1.79% | 4.02% | Q3 2013 | Q3 2023 | 41 |
Bangor Savings Bank | 41 | 41 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
FORVIS Wealth Advisors, LLC | 41 | 41 | 0.01% | 0.04% | 0.14% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.05% | 0.13% | 0.48% | Q2 2013 | Q3 2023 | 41 |
D.A. DAVIDSON & CO. | 41 | 41 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 41 |
BOKF, NA | 32 | 9 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 41 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.82% | 1.14% | 1.36% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.36% | 0.75% | 1.26% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.02% | 0.12% | 0.37% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 1.37% | 2.36% | 3.48% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.03% | 0.09% | 0.43% | Q4 2013 | Q3 2023 | 40 |
Thomasville National Bank | 27 | 13 | 0.18% | 0.25% | 0.34% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.12% | 0.15% | 0.22% | Q4 2013 | Q3 2023 | 40 |
CAPTRUST FINANCIAL ADVISORS | 29 | 5 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 40 |
WESBANCO BANK INC | 30 | 4 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Montecito Bank & Trust | 39 | 39 | 0.12% | 0.16% | 0.25% | Q2 2014 | Q4 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.13% | 0.33% | Q1 2014 | Q3 2023 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.02% | 0.15% | 0.50% | Q4 2013 | Q3 2023 | 39 |
WealthTrust Axiom LLC | 36 | 3 | 0.07% | 0.10% | 0.12% | Q4 2013 | Q3 2023 | 39 |
One Capital Management, LLC | 39 | 39 | 0.02% | 1.40% | 2.47% | Q1 2014 | Q3 2023 | 39 |
Regal Investment Advisors LLC | 27 | 1 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 39 |
Shoker Investment Counsel, Inc. | 25 | 14 | 0.24% | 0.34% | 0.43% | Q4 2013 | Q3 2023 | 39 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 25 | 14 | 0.05% | 0.09% | 0.18% | Q4 2013 | Q3 2023 | 39 |
TCTC Holdings, LLC | 36 | 3 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 39 |
ARGI Investment Services, LLC | 32 | 6 | 0.02% | 0.12% | 0.39% | Q2 2013 | Q4 2022 | 38 |
Beaumont Financial Partners, LLC | 38 | 38 | 0.61% | 2.51% | 4.49% | Q2 2013 | Q3 2022 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.45% | 0.94% | 1.42% | Q2 2013 | Q3 2022 | 38 |
First Heartland Consultants, Inc. | 24 | 2 | 0.02% | 0.52% | 2.78% | Q2 2013 | Q3 2023 | 38 |
CONNING INC. | 38 | 38 | 0.03% | 0.07% | 0.10% | Q2 2014 | Q3 2023 | 38 |
Cetera Advisors LLC | 36 | 2 | 0.02% | 0.14% | 0.46% | Q4 2013 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.08% | 0.40% | Q2 2014 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 29 | 1 | 0.00% | 0.16% | 0.44% | Q4 2013 | Q3 2023 | 37 |
Plante Moran Financial Advisors, LLC | 37 | 37 | 0.01% | 0.04% | 0.10% | Q3 2014 | Q3 2023 | 37 |
Ameritas Investment Partners, Inc. | 36 | 1 | 0.01% | 0.02% | 0.45% | Q2 2013 | Q3 2023 | 37 |
Tortoise Investment Management, LLC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
MAI Capital Management | 36 | 36 | 0.04% | 0.11% | 0.15% | Q4 2014 | Q3 2023 | 36 |
EATON VANCE MANAGEMENT | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2022 | 36 |
COMMERCE BANK | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
ProVise Management Group, LLC | 36 | 36 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q1 2022 | 36 |
BROWN ADVISORY INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.15% | 0.38% | 1.35% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.03% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Sunbelt Securities, Inc. | 36 | 36 | 0.17% | 0.83% | 1.88% | Q4 2014 | Q3 2023 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 0.75% | 1.35% | 1.68% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2023 | 36 |
FIRST NATIONAL BANK OF OMAHA | 36 | 36 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2022 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.29% | 0.49% | 0.75% | Q4 2014 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.45% | 0.52% | 0.63% | Q4 2014 | Q3 2023 | 36 |
Capital Investment Advisors, LLC | 34 | 2 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2023 | 36 |
West Coast Financial LLC | 14 | 10 | 0.04% | 0.08% | 0.17% | Q3 2014 | Q3 2023 | 35 |
Blue Edge Capital, LLC | 35 | 35 | 0.13% | 1.57% | 2.28% | Q1 2015 | Q3 2023 | 35 |
Stratos Wealth Partners, LTD. | 35 | 35 | 0.02% | 0.09% | 0.30% | Q1 2015 | Q3 2023 | 35 |
Acropolis Investment Management, LLC | 35 | 35 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q3 2023 | 35 |
NWAM LLC | 13 | 10 | 0.01% | 0.32% | 1.32% | Q2 2012 | Q3 2023 | 35 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2022 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 0.03% | 0.05% | 0.09% | Q1 2015 | Q3 2023 | 35 |
HighTower Advisors, LLC | 35 | 35 | 0.00% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 35 |
Ironwood Financial, llc | 31 | 4 | 0.06% | 0.21% | 0.55% | Q4 2014 | Q3 2023 | 35 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.54% | 0.93% | 1.50% | Q2 2013 | Q3 2021 | 34 |
CAHILL FINANCIAL ADVISORS INC | 25 | 3 | 0.03% | 0.30% | 0.45% | Q4 2013 | Q3 2023 | 34 |
CENTRAL BANK & TRUST CO | 34 | 34 | 0.00% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 34 |
MV CAPITAL MANAGEMENT, INC. | 22 | 12 | 0.00% | 0.64% | 1.95% | Q4 2014 | Q3 2023 | 34 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 34 | 34 | 0.94% | 1.22% | 1.44% | Q2 2015 | Q3 2023 | 34 |
NorthRock Partners, LLC | 34 | 34 | 0.17% | 2.84% | 8.00% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 33 | 1 | 0.00% | 0.02% | 0.70% | Q3 2013 | Q3 2023 | 34 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.05% | 0.58% | 1.09% | Q2 2013 | Q2 2021 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.07% | 0.80% | Q1 2014 | Q1 2022 | 33 |
Alexandria Capital, LLC | 27 | 6 | 0.03% | 0.07% | 0.29% | Q2 2013 | Q3 2021 | 33 |
IndexIQ Advisors LLC | 33 | 33 | 0.00% | 0.64% | 2.47% | Q1 2014 | Q1 2022 | 33 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 23 | 1 | 0.00% | 1.78% | 11.73% | Q2 2013 | Q2 2022 | 33 |
Cottage Street Advisors LLC | 32 | 32 | 3.39% | 4.00% | 6.24% | Q4 2015 | Q3 2023 | 32 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 32 |
JOHNSON INVESTMENT COUNSEL INC | 32 | 32 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
COMERICA BANK | 22 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 32 |
PACIFIC FINANCIAL GROUP INC | 20 | 1 | 0.06% | 0.78% | 1.53% | Q2 2013 | Q3 2023 | 32 |
FAS Wealth Partners, Inc. | 32 | 32 | 0.05% | 0.09% | 0.30% | Q4 2015 | Q3 2023 | 32 |
CLEAR INVESTMENT RESEARCH, LLC | 32 | 32 | 0.29% | 0.53% | 0.69% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
UMB Bank, n.a. | 32 | 32 | 0.13% | 0.32% | 0.46% | Q4 2015 | Q3 2023 | 32 |
Affiance Financial, LLC | 19 | 13 | 0.03% | 0.23% | 0.44% | Q4 2014 | Q4 2022 | 32 |
Edmonds Duncan Registered Investment Advisors, LLC | 32 | 32 | 0.47% | 1.40% | 3.29% | Q4 2015 | Q3 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.05% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.05% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.00% | 0.11% | 0.33% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.10% | 0.27% | Q4 2015 | Q3 2023 | 31 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 31 | 31 | 0.19% | 0.37% | 0.68% | Q1 2016 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 23 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 31 |
Baltimore-Washington Financial Advisors, Inc. | 31 | 31 | 0.86% | 1.36% | 1.92% | Q1 2016 | Q3 2023 | 31 |
Palisades Hudson Asset Management, L.P. | 31 | 31 | 0.66% | 4.23% | 6.57% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
BARCLAYS PLC | 31 | 31 | 0.00% | 0.00% | 0.03% | Q3 2015 | Q1 2023 | 31 |
CIBC Private Wealth Group, LLC | 17 | 13 | 0.00% | 0.04% | 0.23% | Q1 2016 | Q3 2023 | 30 |
BESSEMER GROUP INC | 27 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.07% | 0.21% | 0.53% | Q2 2013 | Q3 2020 | 30 |
VICUS CAPITAL | 18 | 1 | 0.03% | 0.14% | 0.46% | Q2 2014 | Q3 2023 | 30 |
People's United Financial, Inc. | 17 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 30 |
Family Capital Trust Co | 30 | 30 | 1.72% | 2.17% | 2.60% | Q1 2016 | Q2 2023 | 30 |
OPTIMUM INVESTMENT ADVISORS | 23 | 7 | 0.01% | 0.05% | 0.07% | Q3 2013 | Q3 2023 | 30 |
LifePlan Financial Group, Inc | 30 | 30 | 0.58% | 2.07% | 5.38% | Q2 2013 | Q3 2020 | 30 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.04% | 0.13% | 0.29% | Q2 2013 | Q3 2020 | 30 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 25 | 2 | 0.13% | 0.52% | 3.02% | Q2 2014 | Q3 2022 | 30 |
MONETA GROUP INVESTMENT ADVISORS LLC | 29 | 1 | 0.03% | 0.16% | 0.32% | Q3 2015 | Q3 2023 | 30 |
Prospera Financial Services Inc | 13 | 3 | 0.01% | 0.07% | 0.29% | Q3 2013 | Q3 2023 | 30 |
SIGMA INVESTMENT COUNSELORS INC | 17 | 12 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 29 |
QUADRANT CAPITAL GROUP LLC | 29 | 29 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 16 | 13 | 0.01% | 0.12% | 0.52% | Q3 2014 | Q4 2021 | 29 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.24% | 0.59% | 1.31% | Q4 2016 | Q3 2023 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Modera Wealth Management, LLC | 27 | 1 | 0.02% | 0.12% | 0.31% | Q3 2016 | Q3 2023 | 28 |
Garde Capital, Inc. | 12 | 4 | 0.02% | 0.04% | 0.20% | Q2 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Ullmann Wealth Partners Group, LLC | 28 | 28 | 0.34% | 1.48% | 5.24% | Q4 2016 | Q3 2023 | 28 |
Perkins Coie Trust Co | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Private Advisory Group LLC | 28 | 28 | 0.17% | 0.99% | 2.12% | Q4 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 2.48% | 2.89% | 3.50% | Q2 2016 | Q3 2023 | 28 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.01% | 0.25% | 0.56% | Q2 2013 | Q3 2023 | 28 |
FIRST TRUST ADVISORS LP | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.30% | 2.63% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 27 |
Lido Advisors, LLC | 27 | 27 | 0.04% | 0.12% | 0.24% | Q1 2017 | Q3 2023 | 27 |
American Trust Investment Advisors, LLC | 21 | 6 | 0.12% | 0.20% | 0.28% | Q4 2014 | Q1 2022 | 27 |
Private Wealth Advisors, Inc. | 27 | 27 | 0.16% | 0.27% | 0.58% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.09% | 0.40% | Q4 2016 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.10% | 0.13% | 0.22% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.10% | 0.29% | Q2 2013 | Q4 2019 | 27 |
RAYMOND JAMES TRUST N.A. | 24 | 3 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 27 |
Norway Savings Bank | 26 | 1 | 0.04% | 0.13% | 0.26% | Q4 2016 | Q3 2023 | 27 |
COUNTRY TRUST BANK | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2023 | 27 |
Stratford Consulting, LLC | 27 | 27 | 0.32% | 0.38% | 0.42% | Q2 2013 | Q4 2019 | 27 |
Baird Financial Group, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2019 | 26 |
Moisand Fitzgerald Tamayo, LLC | 18 | 2 | 0.01% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 26 |
Freedom Investment Management, Inc. | 23 | 1 | 0.01% | 0.07% | 0.19% | Q1 2013 | Q2 2023 | 26 |
Providence First Trust Co | 26 | 26 | 0.16% | 1.05% | 1.53% | Q2 2017 | Q3 2023 | 26 |
Ahrens Investment Partners LLC | 26 | 26 | 0.13% | 0.69% | 1.49% | Q4 2016 | Q1 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 20 | 6 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q2 2023 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.79% | 0.93% | 1.08% | Q2 2013 | Q3 2023 | 26 |
Sargent Bickham Lagudis LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 26 |
Sheaff Brock Investment Advisors, LLC | 23 | 3 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 26 |
MAIRS & POWER INC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2021 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.04% | 0.14% | 0.24% | Q2 2017 | Q3 2023 | 26 |
BALDWIN BROTHERS LLC/MA | 25 | 25 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2023 | 25 |
Private Ocean, LLC | 13 | 12 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 25 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 25 | 25 | 0.03% | 0.16% | 0.38% | Q3 2017 | Q3 2023 | 25 |
McKinley Carter Wealth Services, Inc. | 13 | 12 | 0.12% | 0.24% | 0.71% | Q4 2016 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.11% | 0.25% | Q2 2017 | Q2 2023 | 25 |
LINCOLN NATIONAL CORP | 25 | 25 | 0.01% | 0.02% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Intercontinental Wealth Advisors, LLC | 25 | 25 | 0.13% | 0.29% | 0.39% | Q2 2017 | Q2 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
CWM, LLC | 16 | 1 | 0.00% | 0.02% | 0.19% | Q1 2017 | Q3 2023 | 25 |
Bragg Financial Advisors, Inc | 25 | 25 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 25 |
COBIZ WEALTH, LLC | 25 | 25 | 0.15% | 0.21% | 0.28% | Q2 2013 | Q2 2019 | 25 |
Summit X, LLC | 25 | 25 | 0.01% | 0.16% | 0.28% | Q2 2017 | Q2 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.13% | 0.21% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Broadview Financial Management, LLC | 24 | 24 | 1.90% | 2.26% | 3.07% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.04% | 0.23% | 0.76% | Q4 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.18% | 0.28% | 0.47% | Q4 2017 | Q3 2023 | 24 |
DELTA ASSET MANAGEMENT LLC/TN | 20 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.37% | 0.64% | 1.08% | Q4 2017 | Q3 2023 | 24 |
CABOT WEALTH MANAGEMENT INC | 19 | 5 | 0.03% | 0.19% | 0.31% | Q2 2013 | Q1 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.24% | 0.32% | 0.42% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.62% | 0.95% | 1.44% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.08% | 0.14% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
All Terrain Financial Advisors, LLC | 24 | 24 | 0.12% | 0.19% | 0.28% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 2.44% | 6.66% | 13.40% | Q4 2017 | Q3 2023 | 24 |
Goldstein Munger & Associates | 24 | 24 | 0.09% | 0.11% | 0.14% | Q4 2016 | Q3 2022 | 24 |
SYNOVUS FINANCIAL CORP | 13 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 24 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 23 | 23 | 0.17% | 0.22% | 0.27% | Q2 2013 | Q4 2018 | 23 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 10 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.04% | 0.13% | Q4 2014 | Q3 2023 | 23 |
Brookstone Capital Management | 12 | 11 | 0.02% | 0.31% | 1.15% | Q1 2016 | Q3 2023 | 23 |
Spectrum Management Group, LLC | 21 | 2 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q3 2022 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.03% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Financial Advocates Investment Management | 23 | 23 | 0.03% | 0.16% | 0.25% | Q1 2018 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.08% | 0.16% | 0.26% | Q4 2017 | Q2 2023 | 23 |
SONATA CAPITAL GROUP INC | 23 | 23 | 0.40% | 1.18% | 2.42% | Q1 2018 | Q3 2023 | 23 |
Lowe Wealth Advisors, LLC | 22 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q4 2023 | 23 |
Ausdal Financial Partners, Inc. | 23 | 23 | 0.05% | 0.17% | 0.39% | Q4 2015 | Q2 2021 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2022 | 23 |
Leonetti & Associates, LLC | 23 | 23 | 0.33% | 0.49% | 0.97% | Q2 2013 | Q4 2018 | 23 |
Corient Capital Partners, LLC | 14 | 9 | 0.02% | 0.06% | 0.09% | Q3 2016 | Q2 2022 | 23 |
Parallax Volatility Advisers, L.P. | 19 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 23 |
CREDIT SUISSE AG/ | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2020 | 22 |
Endurance Wealth Management, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 22 |
Simmons Bank | 22 | 22 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Syntal Capital Partners, LLC | 9 | 1 | 0.05% | 0.13% | 0.28% | Q1 2014 | Q3 2023 | 22 |
Voya Financial Advisors, Inc. | 20 | 1 | 0.01% | 0.84% | 1.31% | Q1 2015 | Q1 2021 | 22 |
AE Wealth Management LLC | 14 | 3 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 16 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 22 |
St. Louis Trust Co | 21 | 1 | 0.15% | 0.42% | 0.86% | Q1 2016 | Q3 2022 | 22 |
Winslow, Evans & Crocker, Inc. | 12 | 10 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2020 | 22 |
BB&T SECURITIES, LLC | 20 | 2 | 0.00% | 0.03% | 0.16% | Q3 2013 | Q3 2019 | 22 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 21 |
Pflug Koory, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 21 |
Clearwater Capital Advisors, LLC | 21 | 21 | 0.03% | 0.12% | 0.21% | Q2 2016 | Q2 2021 | 21 |
LVZ, Inc. | 21 | 21 | 0.64% | 2.90% | 10.60% | Q4 2013 | Q4 2018 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 1.10% | 2.09% | 3.24% | Q1 2015 | Q2 2020 | 21 |
StrategIQ Financial Group, LLC | 12 | 1 | 0.04% | 0.06% | 0.11% | Q2 2017 | Q3 2023 | 21 |
RPg Family Wealth Advisory, LLC | 16 | 1 | 0.02% | 0.10% | 0.32% | Q4 2015 | Q1 2022 | 21 |
HBK Sorce Advisory LLC | 9 | 5 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 21 |
Arete Wealth Advisors, LLC | 13 | 1 | 0.02% | 0.19% | 0.69% | Q4 2013 | Q4 2022 | 21 |
CENTAURUS FINANCIAL, INC. | 21 | 21 | 0.01% | 0.07% | 0.42% | Q4 2017 | Q4 2022 | 21 |
Financial Engines Advisors L.L.C. | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
Mosaic Family Wealth, LLC | 15 | 1 | 0.07% | 0.10% | 0.38% | Q4 2015 | Q4 2021 | 21 |
GOFEN & GLOSSBERG LLC /IL/ | 21 | 21 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 21 |
SEI INVESTMENTS CO | 18 | 1 | 0.00% | 0.00% | 0.04% | Q4 2014 | Q2 2020 | 21 |
Cerity Partners LLC | 21 | 21 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q3 2023 | 21 |
CIBC BANK USA | 21 | 21 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q2 2018 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 21 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.08% | 0.16% | 0.42% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 21 |
NORTH AMERICAN MANAGEMENT CORP | 21 | 21 | 1.37% | 1.59% | 1.84% | Q1 2016 | Q1 2021 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.01% | 0.01% | 0.04% | Q1 2014 | Q1 2019 | 21 |
Strategic Wealth Partners Group, LLC | 11 | 9 | 0.01% | 0.18% | 0.30% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.05% | 0.21% | Q4 2017 | Q3 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Pathway Financial Advisors LLC | 9 | 3 | 0.00% | 0.50% | 0.84% | Q4 2017 | Q3 2023 | 20 |
Baystate Wealth Management LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 1.56% | 1.66% | 1.79% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.15% | 0.19% | 0.27% | Q4 2018 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 0.13% | 0.29% | 0.49% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.03% | 0.46% | 2.40% | Q4 2014 | Q3 2019 | 20 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 16 | 4 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 20 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2023 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 1.26% | 2.43% | 3.61% | Q4 2018 | Q3 2023 | 20 |
Allworth Financial LP | 14 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 20 |
LeJeune Puetz Investment Counsel LLC | 20 | 20 | 0.14% | 0.16% | 0.20% | Q2 2018 | Q1 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.09% | 0.60% | 1.72% | Q4 2013 | Q3 2018 | 20 |
Northeast Financial Consultants Inc | 19 | 1 | 0.03% | 0.11% | 0.31% | Q3 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Perigon Wealth Management, LLC | 10 | 1 | 0.01% | 0.13% | 0.27% | Q4 2013 | Q4 2021 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 0.10% | 0.22% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Oakworth Capital, Inc. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 20 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.02% | 0.17% | 0.28% | Q1 2015 | Q4 2019 | 20 |
NewEdge Advisors, LLC | 11 | 9 | 0.01% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 20 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
First National Bank of South Miami | 19 | 19 | 0.22% | 0.49% | 0.79% | Q4 2018 | Q2 2023 | 19 |
Wealthspire Advisors, L.P. | 18 | 1 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q3 2020 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
USCA RIA LLC | 11 | 4 | 0.02% | 0.22% | 0.46% | Q1 2016 | Q2 2021 | 19 |
FINANCIAL CONSULATE, INC | 19 | 19 | 0.26% | 0.48% | 0.68% | Q1 2019 | Q3 2023 | 19 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 19 |
Abbrea Capital, LLC | 14 | 5 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 19 |
Community Financial Services Group, LLC | 18 | 1 | 0.05% | 2.65% | 5.07% | Q3 2017 | Q3 2023 | 19 |
FineMark National Bank & Trust | 15 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 19 |
EP Wealth Advisors, LLC | 9 | 2 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 19 |
Archer Investment Corp | 13 | 6 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
BOSTON FINANCIAL MANGEMENT LLC | 19 | 19 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.05% | 0.09% | 0.18% | Q1 2017 | Q2 2022 | 19 |
Kovack Advisors, Inc. | 9 | 1 | 0.03% | 0.22% | 1.69% | Q4 2013 | Q4 2022 | 19 |
Moors & Cabot, Inc. | 11 | 7 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 19 |
Evensky & Katz LLC | 19 | 19 | 0.09% | 0.14% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Fusion Family Wealth LLC | 17 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2022 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.09% | 0.58% | 1.78% | Q2 2013 | Q4 2017 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
SHINE INVESTMENT ADVISORY SERVICES INC | 19 | 19 | 0.49% | 1.60% | 2.86% | Q1 2016 | Q3 2020 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
JSF Financial, LLC | 19 | 19 | 0.18% | 0.41% | 0.74% | Q4 2018 | Q2 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.08% | 0.12% | 0.16% | Q1 2019 | Q3 2023 | 19 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
Whitegate Investment Counselors, Inc. | 19 | 19 | 0.04% | 0.23% | 0.36% | Q1 2017 | Q3 2021 | 19 |
Argent Trust Co | 9 | 2 | 0.01% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 19 |
Crestwood Advisors Group, LLC | 18 | 1 | 0.00% | 0.05% | 0.06% | Q1 2017 | Q3 2023 | 19 |
Sullivan, Bruyette, Speros & Blaney, LLC | 17 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2021 | 19 |
Belpointe Asset Management LLC | 16 | 2 | 0.01% | 0.04% | 0.20% | Q3 2018 | Q1 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Pensionmark Financial Group, LLC | 16 | 2 | 0.44% | 4.28% | 7.67% | Q1 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
HL FINANCIAL SERVICES LLC | 13 | 5 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q1 2019 | 18 |
Sowell Financial Services LLC | 7 | 2 | 0.03% | 0.25% | 0.66% | Q4 2016 | Q1 2023 | 18 |
Compton Wealth Advisory Group, LLC | 15 | 3 | 0.07% | 0.75% | 2.82% | Q4 2018 | Q3 2023 | 18 |
Parkside Financial Bank & Trust | 10 | 3 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 18 |
Freedom Day Solutions, LLC | 18 | 18 | 0.11% | 0.18% | 0.25% | Q1 2018 | Q2 2022 | 18 |
SUNTRUST BANKS INC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2019 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 0.11% | 0.19% | 0.31% | Q2 2019 | Q3 2023 | 18 |
CITIZENS FINANCIAL GROUP INC/RI | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Allen Investment Management, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BRIDGES INVESTMENT MANAGEMENT INC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.11% | 0.16% | 0.26% | Q4 2017 | Q1 2022 | 18 |
ROCKEFELLER FINANCIAL SERVICES INC | 14 | 4 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2017 | 18 |
AFFINITY WEALTH MANAGEMENT LLC | 12 | 1 | 0.08% | 4.69% | 18.47% | Q2 2013 | Q2 2019 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.07% | 0.19% | 0.22% | Q2 2013 | Q3 2017 | 18 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 17 | 17 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
CALTON & ASSOCIATES, INC. | 16 | 1 | 0.03% | 0.20% | 0.35% | Q4 2017 | Q2 2023 | 17 |
Atlas Brown,Inc. | 14 | 3 | 0.10% | 0.12% | 0.14% | Q2 2019 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.06% | 0.15% | 0.21% | Q2 2013 | Q2 2017 | 17 |
Clearstead Advisors, LLC | 16 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 17 |
MYCIO WEALTH PARTNERS, LLC | 14 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 17 |
Cetera Investment Advisers | 12 | 5 | 0.03% | 0.05% | 0.06% | Q3 2017 | Q3 2023 | 17 |
WealthPLAN Partners, LLC | 11 | 1 | 0.00% | 0.09% | 0.22% | Q4 2015 | Q2 2023 | 17 |
SouthState Corp | 12 | 5 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 17 |
3D ASSET MANAGEMENT, INC | 17 | 17 | 0.05% | 0.11% | 0.16% | Q3 2016 | Q3 2020 | 17 |
Ackerman Capital Advisors, LLC | 13 | 4 | 0.00% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 17 |
MATHER GROUP, LLC. | 12 | 5 | 0.02% | 0.56% | 2.92% | Q2 2013 | Q3 2018 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
Smithfield Trust Co | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
SVB WEALTH LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 17 |
Connecticut Wealth Management, LLC | 10 | 7 | 0.23% | 0.44% | 0.57% | Q2 2019 | Q3 2023 | 17 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2023 | 17 |
Exchange Capital Management, Inc. | 9 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 17 |
Cresset Asset Management, LLC | 15 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 17 |
ATWOOD & PALMER INC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Cutter & CO Brokerage, Inc. | 17 | 17 | 0.10% | 0.18% | 0.36% | Q1 2015 | Q1 2019 | 17 |
Halpern Financial, Inc. | 16 | 16 | 0.21% | 0.35% | 0.59% | Q4 2019 | Q3 2023 | 16 |
Peachtree Investment Partners, LLC | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
PSI Advisors, LLC | 16 | 16 | 1.08% | 1.80% | 3.12% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
RMB Capital Management, LLC | 14 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.09% | 0.15% | 0.30% | Q4 2019 | Q3 2023 | 16 |
CUE ADVISORY SERVICES, INC. | 16 | 16 | 0.26% | 0.32% | 0.41% | Q4 2014 | Q3 2018 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Simplicity Solutions, LLC | 7 | 1 | 0.01% | 0.71% | 6.31% | Q1 2015 | Q2 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.16% | 0.30% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Savant Capital, LLC | 10 | 6 | 0.01% | 0.08% | 0.32% | Q3 2018 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Harborview Advisors, LLC | 16 | 16 | 0.50% | 0.64% | 0.87% | Q4 2017 | Q3 2021 | 16 |
Advisory Alpha, LLC | 7 | 1 | 0.00% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 0.11% | 0.18% | 0.45% | Q4 2019 | Q3 2023 | 16 |
DAVENPORT & Co LLC | 12 | 2 | 0.00% | 0.02% | 0.14% | Q3 2013 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 10 | 6 | 0.03% | 0.16% | 0.48% | Q2 2013 | Q2 2017 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.13% | 0.24% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.39% | 0.50% | 0.74% | Q4 2017 | Q3 2021 | 16 |
Overbrook Management Corp | 10 | 6 | 0.06% | 0.07% | 0.10% | Q1 2015 | Q1 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14 | 1 | 0.07% | 0.34% | 1.37% | Q4 2018 | Q3 2023 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 0.49% | 1.00% | 2.61% | Q4 2019 | Q3 2023 | 16 |
PIONEER TRUST BANK N A/OR | 12 | 1 | 0.07% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.21% | 0.36% | 0.74% | Q4 2019 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 0.41% | 1.00% | 2.19% | Q4 2019 | Q3 2023 | 16 |
VAUGHAN & Co SECURITIES, INC. | 16 | 16 | 0.42% | 0.53% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.21% | 0.68% | 0.92% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.04% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Pinkerton Retirement Specialists, LLC | 9 | 3 | 0.01% | 1.11% | 9.75% | Q4 2014 | Q3 2021 | 16 |
Noven Financial Group, Inc. | 16 | 16 | 1.96% | 10.03% | 13.47% | Q4 2014 | Q3 2018 | 16 |
Granite Investment Partners, LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 15 |
AlphaStar Capital Management, LLC | 8 | 7 | 0.02% | 0.06% | 0.14% | Q2 2018 | Q2 2022 | 15 |
FIRST FINANCIAL CORP /IN/ | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
SNS Financial Group, LLC | 15 | 15 | 0.13% | 0.36% | 0.56% | Q2 2013 | Q4 2016 | 15 |
Johnson Financial Group, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2022 | 15 |
Cornell Pochily Investment Advisors, Inc. | 11 | 1 | 0.05% | 0.14% | 0.20% | Q3 2018 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.16% | 0.33% | Q2 2016 | Q4 2019 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 1.82% | 2.28% | 3.47% | Q1 2018 | Q2 2023 | 15 |
BREMER TRUST NATIONAL ASSOCIATION | 15 | 15 | 0.04% | 0.10% | 0.13% | Q2 2015 | Q4 2018 | 15 |
J.W. COLE ADVISORS, INC. | 8 | 7 | 0.05% | 0.22% | 0.47% | Q4 2019 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.05% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Hugh Johnson Advisors LLC | 11 | 4 | 0.07% | 0.10% | 0.12% | Q1 2015 | Q2 2019 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.77% | 1.61% | 2.33% | Q4 2019 | Q3 2023 | 15 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 15 | 15 | 0.27% | 0.31% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Capital Square, LLC | 15 | 15 | 0.60% | 0.68% | 0.73% | Q4 2019 | Q2 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 0.11% | 0.15% | 0.23% | Q1 2020 | Q3 2023 | 15 |
First Citizens Financial Corp | 13 | 2 | 2.67% | 3.09% | 3.38% | Q4 2019 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.10% | 0.37% | Q4 2019 | Q2 2023 | 15 |
CAHABA WEALTH MANAGEMENT, INC. | 15 | 15 | 0.03% | 0.12% | 0.26% | Q2 2018 | Q4 2021 | 15 |
ADVISOR PARTNERS LLC | 7 | 1 | 0.02% | 0.03% | 0.07% | Q2 2017 | Q2 2022 | 15 |
HANCOCK WHITNEY CORP | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q4 2016 | 15 |
Atria Investments, Inc | 3 | 1 | 0.01% | 0.17% | 0.44% | Q2 2013 | Q4 2019 | 15 |
Merit Financial Group, LLC | 13 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.01% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 15 |
Kalos Management, Inc. | 4 | 1 | 0.01% | 0.75% | 3.75% | Q4 2015 | Q2 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q2 2023 | 14 |
Leicht Financial Planning & Wealth Management, Inc. | 14 | 14 | 0.25% | 3.10% | 9.05% | Q4 2016 | Q1 2020 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 4 | 0.03% | 0.11% | 0.45% | Q1 2019 | Q3 2023 | 14 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 11 | 1 | 0.10% | 0.20% | 0.25% | Q3 2016 | Q2 2020 | 14 |
Beaton Management Co. Inc. | 8 | 1 | 0.12% | 0.18% | 0.25% | Q3 2017 | Q3 2023 | 14 |
BRYN MAWR TRUST Co | 14 | 14 | 0.35% | 0.47% | 0.60% | Q2 2020 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 14 |
Retirement Group, LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 14 |
FIRST CITIZENS BANK & TRUST CO | 9 | 1 | 0.01% | 0.14% | 0.26% | Q4 2013 | Q4 2021 | 14 |
Robertson Stephens Wealth Management, LLC | 11 | 3 | 0.01% | 0.14% | 0.32% | Q1 2019 | Q3 2023 | 14 |
Grove Bank & Trust | 14 | 14 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
Dorsey Wright & Associates | 4 | 2 | 0.03% | 1.74% | 4.44% | Q4 2013 | Q2 2021 | 14 |
Brown Advisory Securities, LLC | 11 | 1 | 0.05% | 0.08% | 0.12% | Q2 2015 | Q3 2021 | 14 |
Integrated Wealth Concepts LLC | 11 | 3 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 14 |
Pinnacle Wealth Management Advisory Group, LLC | 14 | 14 | 0.04% | 0.14% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Risk Paradigm Group, LLC | 11 | 1 | 0.04% | 0.91% | 3.14% | Q1 2015 | Q4 2018 | 14 |
Kingsview Wealth Management, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2019 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.01% | 0.02% | 0.08% | Q1 2018 | Q4 2022 | 14 |
FULTON BANK, N.A. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2023 | 14 |
Paragon Capital Management Ltd | 14 | 14 | 0.06% | 0.11% | 0.20% | Q2 2020 | Q3 2023 | 14 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2016 | 13 |
Personal Wealth Partners | 13 | 13 | 0.44% | 0.84% | 2.28% | Q1 2019 | Q1 2022 | 13 |
Outlook Wealth Advisors, LLC | 13 | 13 | 0.15% | 0.27% | 0.51% | Q3 2019 | Q3 2022 | 13 |
SMITH CHAS P & ASSOCIATES PA CPAS | 12 | 1 | 0.04% | 0.15% | 0.39% | Q2 2013 | Q3 2016 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.05% | 0.11% | 0.18% | Q1 2013 | Q3 2023 | 13 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 9 | 1 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q4 2021 | 13 |
INVESTMENT CENTERS OF AMERICA INC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2014 | Q3 2017 | 13 |
Maryland Capital Management | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2022 | 13 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 13 |
BRIGHTON JONES LLC | 12 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2017 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.09% | 0.13% | 0.17% | Q2 2013 | Q2 2016 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.06% | 0.46% | 0.90% | Q2 2013 | Q2 2016 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q2 2020 | 13 |
HOWE & RUSLING INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
NATIXIS ADVISORS, L.P. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 13 |
Balentine LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q2 2022 | 13 |
Heritage Wealth Advisors | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Fragasso Group Inc. | 13 | 13 | 0.05% | 0.06% | 0.10% | Q4 2020 | Q4 2023 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Cornerstone Advisory, LLC | 12 | 1 | 0.01% | 0.27% | 0.38% | Q2 2017 | Q4 2021 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Cornerstone Wealth Management, LLC | 12 | 1 | 0.02% | 0.06% | 0.13% | Q2 2017 | Q4 2021 | 13 |
WEALTHSOURCE PARTNERS, LLC | 13 | 13 | 0.10% | 0.21% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Riverpoint Wealth Management Holdings, LLC | 13 | 13 | 0.18% | 0.34% | 0.48% | Q4 2016 | Q4 2019 | 13 |
PFG Advisors | 5 | 3 | 0.02% | 0.10% | 0.24% | Q4 2018 | Q3 2023 | 13 |
NORTHSTAR WEALTH PARTNERS LLC | 9 | 4 | 0.13% | 0.36% | 0.65% | Q1 2017 | Q3 2020 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Hudson Capital Management LLC | 13 | 13 | 0.10% | 0.88% | 2.03% | Q4 2017 | Q4 2020 | 13 |
Independence Bank of Kentucky | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Principle Wealth Partners LLC | 12 | 1 | 0.01% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 13 |
Smith Anglin Financial, LLC | 12 | 12 | 0.53% | 0.96% | 1.56% | Q4 2020 | Q3 2023 | 12 |
Koshinski Asset Management, Inc. | 9 | 3 | 0.00% | 0.68% | 1.64% | Q4 2014 | Q1 2022 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.28% | 0.45% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 2.23% | 2.52% | 2.80% | Q4 2020 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 5.56% | 5.82% | 6.08% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.06% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.50% | 0.92% | Q4 2017 | Q1 2021 | 12 |
Newton One Investments LLC | 12 | 12 | 1.39% | 2.06% | 3.04% | Q4 2020 | Q3 2023 | 12 |
TODD ASSET MANAGEMENT LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
SRS Capital Advisors, Inc. | 4 | 1 | 0.00% | 1.51% | 5.11% | Q3 2018 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.81% | 1.05% | 1.38% | Q4 2020 | Q3 2023 | 12 |
PFG Private Wealth Management, LLC | 12 | 12 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Keel Point, LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 1.35% | 1.89% | 2.24% | Q4 2020 | Q3 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 3.64% | 3.76% | 3.90% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Ken Stern & Associates, Inc. | 12 | 12 | 0.09% | 0.22% | 0.97% | Q4 2015 | Q3 2018 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.10% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Bremer Bank National Association | 8 | 4 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q1 2022 | 12 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.02% | 0.13% | Q1 2018 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 1.16% | 1.20% | 1.31% | Q4 2020 | Q3 2023 | 12 |
Alpha Omega Wealth Management LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 12 |
HARBOR ADVISORY CORP /MA/ | 12 | 12 | 1.20% | 1.48% | 1.82% | Q4 2020 | Q3 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.67% | 1.25% | 1.63% | Q4 2020 | Q3 2023 | 12 |
OXFORD FINANCIAL GROUP, LTD. LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
CAPITAL CITY TRUST CO/FL | 12 | 12 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.69% | 0.81% | 0.98% | Q4 2020 | Q2 2023 | 11 |
Old North State Trust, LLC | 7 | 4 | 0.03% | 0.05% | 0.06% | Q3 2018 | Q2 2021 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.00% | 0.03% | 0.14% | Q1 2017 | Q1 2022 | 11 |
3D/L Capital Management, LLC | 11 | 11 | 0.06% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
First Command Bank | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 11 |
First Command Financial Services, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Arvest Bank Trust Division | 6 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2021 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Meristem Family Wealth, LLC | 11 | 11 | 0.05% | 0.09% | 0.11% | Q3 2019 | Q1 2022 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.38% | 0.51% | 0.62% | Q4 2019 | Q2 2022 | 11 |
Townsend & Associates, Inc | 11 | 11 | 0.12% | 0.56% | 0.89% | Q4 2017 | Q2 2020 | 11 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
Avidian Wealth Solutions, LLC | 7 | 4 | 0.01% | 0.03% | 0.11% | Q3 2020 | Q3 2023 | 11 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 11 |
1832 Asset Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
SMITH SHELLNUT WILSON LLC /ADV | 11 | 11 | 0.02% | 0.10% | 0.25% | Q1 2019 | Q3 2021 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.29% | 0.40% | 0.56% | Q1 2014 | Q1 2017 | 11 |
ROPES WEALTH ADVISORS LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q4 2020 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.28% | 0.38% | 0.48% | Q4 2018 | Q2 2021 | 11 |
MISSION WEALTH MANAGEMENT, LP | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.19% | 0.44% | Q1 2020 | Q3 2023 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 10 | 1 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q4 2021 | 11 |
BerganKDV Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LOWE BROCKENBROUGH & CO INC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
FARMERS & MERCHANTS INVESTMENTS INC | 11 | 11 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
One Day In July LLC | 11 | 11 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 11 | 11 | 0.07% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 11 |
ORSER CAPITAL MANAGEMENT, LLC | 9 | 2 | 0.12% | 0.36% | 0.59% | Q4 2017 | Q1 2022 | 11 |
Kore Private Wealth LLC | 11 | 11 | 0.03% | 0.09% | 0.16% | Q1 2019 | Q3 2021 | 11 |
LBA Wealth Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q1 2017 | 11 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 4 | 0.00% | 0.73% | 1.32% | Q2 2013 | Q2 2019 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.02% | 0.12% | 0.22% | Q1 2019 | Q3 2021 | 11 |
Independence Advisors, LLC | 11 | 11 | 0.06% | 0.14% | 0.22% | Q1 2018 | Q3 2020 | 11 |
SII INVESTMENTS INC/WI | 5 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q3 2017 | 11 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Carnick & Kubik, LLC | 10 | 10 | 0.26% | 0.40% | 0.64% | Q4 2013 | Q1 2016 | 10 |
Hayden Royal, LLC | 6 | 1 | 0.11% | 0.85% | 3.07% | Q4 2018 | Q4 2021 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.20% | 0.64% | 0.82% | Q4 2017 | Q1 2020 | 10 |
YorkBridge Wealth Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 10 |
Atlas Private Wealth Management, LLC | 10 | 10 | 0.27% | 0.34% | 0.42% | Q4 2019 | Q1 2022 | 10 |
North Star Investment Management Corp. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Plancorp, LLC | 3 | 2 | 0.01% | 0.06% | 0.11% | Q2 2018 | Q4 2021 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 10 |
ONE Advisory Partners, LLC | 10 | 10 | 0.21% | 0.31% | 0.50% | Q3 2020 | Q4 2022 | 10 |
ACAS, LLC | 6 | 4 | 1.01% | 1.11% | 1.19% | Q1 2021 | Q3 2023 | 10 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 10 |
Kelman-Lazarov, Inc. | 6 | 4 | 0.07% | 0.08% | 0.08% | Q1 2016 | Q1 2022 | 10 |
Waldron Private Wealth LLC | 9 | 1 | 0.04% | 0.06% | 0.12% | Q2 2016 | Q3 2023 | 10 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
First PREMIER Bank | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 10 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2017 | 10 |
First Financial Bank - Trust Division | 6 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.02% | 0.14% | Q4 2018 | Q2 2022 | 10 |
Capital Directions Investment Advisors, LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.05% | 0.15% | 0.26% | Q4 2020 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Farmers & Merchants Trust Co of Chambersburg PA | 10 | 10 | 0.06% | 0.07% | 0.08% | Q4 2016 | Q1 2019 | 10 |
Huntington Steele LLC | 10 | 10 | 0.10% | 0.15% | 0.17% | Q4 2015 | Q1 2018 | 10 |
Berman Capital Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2021 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2017 | 10 |
Lenox Wealth Advisors, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2022 | 10 |
Column Capital Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 6 | 4 | 0.04% | 0.08% | 0.15% | Q3 2020 | Q2 2023 | 10 |
Columbia Trust Co 01012016 | 10 | 10 | 0.11% | 0.14% | 0.20% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q3 2015 | 10 |
Paragon Wealth Strategies, LLC | 10 | 10 | 0.21% | 1.15% | 1.55% | Q4 2016 | Q1 2019 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 10 |
Argentus Capital Management, LLC | 10 | 10 | 0.14% | 0.51% | 0.85% | Q2 2014 | Q3 2016 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
SITTNER & NELSON, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
M Holdings Securities, Inc. | 6 | 1 | 0.02% | 0.18% | 0.60% | Q4 2017 | Q2 2023 | 10 |
Capital Bank & Trust Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Claro Advisors LLC | 9 | 1 | 0.07% | 0.26% | 0.32% | Q4 2018 | Q4 2022 | 10 |
OneDigital Investment Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 10 |
Selective Wealth Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Transform Wealth, LLC | 6 | 4 | 0.16% | 0.27% | 0.35% | Q2 2016 | Q4 2018 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.02% | 0.09% | 0.16% | Q4 2020 | Q1 2023 | 10 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 2 | 0.03% | 0.12% | 0.41% | Q2 2013 | Q4 2021 | 10 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 0.15% | 0.20% | 0.26% | Q4 2021 | Q4 2023 | 9 |
McIlrath & Eck, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2019 | 9 |
Hedeker Wealth, LLC | 3 | 1 | 0.06% | 0.23% | 0.66% | Q4 2014 | Q3 2021 | 9 |
AlphaCore Capital LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.06% | 0.17% | Q1 2014 | Q2 2023 | 9 |
FIRST UNITED BANK & TRUST | 6 | 3 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q2 2023 | 9 |
Parcion Private Wealth LLC | 9 | 9 | 0.08% | 0.80% | 2.65% | Q4 2019 | Q4 2021 | 9 |
Essex LLC | 9 | 9 | 0.08% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Versant Capital Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 9 |
CoreFirst Bank & Trust | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
HERITAGE INVESTORS MANAGEMENT CORP | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2021 | 9 |
C M BIDWELL & ASSOCIATES LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.21% | 0.69% | Q3 2015 | Q3 2021 | 9 |
Ancora Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
AWM CAPITAL, LLC | 9 | 9 | 0.10% | 0.31% | 0.60% | Q3 2021 | Q3 2023 | 9 |
CHEMUNG CANAL TRUST CO | 9 | 9 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.01% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Wealthstar Advisors, LLC | 8 | 1 | 0.08% | 0.24% | 0.76% | Q1 2018 | Q2 2021 | 9 |
TruWealth Advisors, LLC | 9 | 9 | 0.14% | 0.22% | 0.25% | Q4 2020 | Q4 2022 | 9 |
TAP Consulting, LLC | 7 | 1 | 0.02% | 0.17% | 0.42% | Q1 2019 | Q4 2021 | 9 |
Corbenic Partners LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2017 | 9 |
Pinnacle Family Advisors, LLC | 3 | 1 | 0.11% | 5.98% | 10.37% | Q4 2016 | Q3 2021 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.20% | 0.56% | Q3 2021 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.03% | 0.09% | 0.24% | Q1 2014 | Q4 2019 | 9 |
Newman & Schimel, LLC | 9 | 9 | 0.11% | 0.20% | 0.29% | Q4 2020 | Q4 2022 | 9 |
55I, LLC | 9 | 9 | 0.04% | 0.15% | 0.45% | Q3 2020 | Q3 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
CIBC WORLD MARKET INC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 9 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2018 | 9 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2020 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
WealthShield Partners, LLC | 8 | 1 | 0.02% | 0.17% | 0.42% | Q4 2017 | Q3 2023 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2022 | 9 |
FIRST MANHATTAN CO. LLC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 0.19% | 0.22% | 0.25% | Q3 2021 | Q3 2023 | 9 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 9 | 9 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q3 2023 | 9 |
CAMBIAR INVESTORS LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 9 |
Csenge Advisory Group | 6 | 1 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q2 2022 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
BOK Financial Private Wealth, Inc. | 6 | 3 | 0.01% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 9 |
Kohmann Bosshard Financial Services, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
BRR OpCo, LLC | 4 | 1 | 0.02% | 0.04% | 0.04% | Q1 2019 | Q4 2021 | 9 |
Eagle Strategies LLC | 8 | 8 | 0.08% | 0.15% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 8 |
Hardy Reed LLC | 6 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2023 | 8 |
9258 Wealth Management, LLC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
IBERIABANK CORP | 8 | 8 | 0.06% | 0.08% | 0.12% | Q1 2017 | Q4 2018 | 8 |
Richard P Slaughter Associates Inc | 8 | 8 | 0.07% | 0.14% | 0.18% | Q1 2022 | Q4 2023 | 8 |
PEOPLES BANK /OH | 7 | 1 | 0.12% | 0.17% | 0.24% | Q4 2015 | Q4 2021 | 8 |
PFS Partners, LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.18% | 0.32% | 0.47% | Q4 2021 | Q3 2023 | 8 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 4 | 0.15% | 0.24% | 0.44% | Q1 2015 | Q2 2017 | 8 |
Commonwealth Financial Services, LLC | 5 | 3 | 0.10% | 0.99% | 4.30% | Q4 2014 | Q1 2017 | 8 |
Barber Financial Group, Inc. | 4 | 1 | 0.11% | 2.69% | 7.11% | Q4 2017 | Q4 2021 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 7 | 1 | 0.01% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.69% | 0.76% | 0.85% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q3 2021 | 8 |
Forbes Financial Planning, Inc. | 8 | 8 | 2.46% | 3.12% | 3.75% | Q4 2021 | Q3 2023 | 8 |
GFG Capital, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.31% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 1.36% | 1.49% | 1.60% | Q4 2021 | Q3 2023 | 8 |
Planning Center, Inc. | 8 | 8 | 0.10% | 0.32% | 1.23% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ACIMA PRIVATE WEALTH, LLC | 6 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Stonebridge Capital Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 1.28% | 1.43% | 1.66% | Q4 2021 | Q3 2023 | 8 |
FundX Investment Group, LLC | 3 | 1 | 0.39% | 1.57% | 3.66% | Q4 2013 | Q4 2018 | 8 |
LTG Capital LLC | 8 | 8 | 3.75% | 3.94% | 4.65% | Q4 2021 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q3 2016 | 8 |
Wedmont Private Capital | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q1 2018 | 8 |
Choate Investment Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.38% | 0.46% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
COMERICA SECURITIES INC | 6 | 1 | 0.03% | 0.08% | 0.13% | Q4 2014 | Q4 2018 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Royal Fund Management, LLC | 4 | 1 | 0.00% | 0.59% | 1.77% | Q1 2017 | Q3 2021 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
ETFIDEA, LLC | 8 | 8 | 2.69% | 2.94% | 3.38% | Q4 2021 | Q3 2023 | 8 |
ClearBridge Investments | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 8 |
FC Advisory LLC | 8 | 8 | 0.13% | 0.19% | 0.27% | Q1 2022 | Q4 2023 | 8 |
CreativeOne Wealth, LLC | 8 | 8 | 0.01% | 0.07% | 0.15% | Q2 2020 | Q1 2022 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Carlson Capital Management | 8 | 8 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q3 2019 | 8 |
BRADLEY FOSTER & SARGENT INC/CT | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Polianta Ltd | 3 | 1 | 1.82% | 4.23% | 7.24% | Q1 2017 | Q2 2022 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 2.86% | 3.22% | 3.74% | Q4 2021 | Q3 2023 | 8 |
CAMG Solamere Management, LLC | 8 | 8 | 0.10% | 0.43% | 0.60% | Q2 2018 | Q1 2020 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 1.47% | 1.58% | 1.66% | Q4 2021 | Q3 2023 | 8 |
Pure Financial Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
ROVIN CAPITAL /UT/ /ADV | 8 | 8 | 0.17% | 0.98% | 2.22% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Charles Schwab Trust Co | 8 | 8 | 0.03% | 0.05% | 0.05% | Q2 2021 | Q1 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Ferris Capital, LLC | 6 | 1 | 0.00% | 0.12% | 0.22% | Q2 2017 | Q2 2021 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.00% | 0.04% | Q1 2015 | Q3 2023 | 8 |
Paradigm Financial Partners, LLC | 5 | 3 | 0.05% | 0.15% | 0.32% | Q4 2018 | Q4 2021 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cordant, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Grant/GrossMendelsohn, LLC | 8 | 8 | 0.18% | 0.31% | 0.43% | Q4 2020 | Q3 2022 | 8 |
Madden Advisory Services, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2017 | 7 |
RE Dickinson Investment Advisors, LLC | 7 | 7 | 0.31% | 1.94% | 4.46% | Q1 2022 | Q3 2023 | 7 |
OPPENHEIMER & CO INC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
White Knight Strategic Wealth Advisors, LLC | 7 | 7 | 0.26% | 0.35% | 0.44% | Q4 2021 | Q2 2023 | 7 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 7 | 0.18% | 0.20% | 0.26% | Q2 2018 | Q4 2019 | 7 |
SECURITY NATIONAL BANK OF SO DAK | 3 | 2 | 0.15% | 0.17% | 0.20% | Q4 2020 | Q3 2023 | 7 |
Goodwin Investment Advisory | 7 | 7 | 0.28% | 0.33% | 0.48% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.31% | 1.20% | 1.52% | Q2 2013 | Q4 2014 | 7 |
BENJAMIN EDWARDS INC | 3 | 1 | 0.00% | 0.22% | 0.83% | Q1 2019 | Q2 2022 | 7 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2018 | 7 |
TEXAS PERMANENT SCHOOL FUND CORP | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2013 | Q3 2014 | 7 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q2 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Keystone Financial Group | 6 | 1 | 0.04% | 0.11% | 0.16% | Q3 2018 | Q2 2021 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Bensler, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Procyon Advisors, LLC | 3 | 2 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q1 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Financial Partners Group, Inc | 7 | 7 | 2.92% | 4.00% | 6.26% | Q4 2017 | Q2 2019 | 7 |
N.E.W. Advisory Services LLC | 6 | 1 | 0.04% | 0.07% | 0.12% | Q4 2019 | Q1 2022 | 7 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Security Financial Services, INC. | 5 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Industrial Alliance Investment Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Partnervest Advisory Services LLC | 5 | 2 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2018 | 7 |
FormulaFolio Investments, LLC | 4 | 3 | 0.00% | 0.12% | 0.35% | Q3 2019 | Q2 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
NBT BANK N A /NY | 6 | 1 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2021 | 7 |
Relaxing Retirement Coach | 4 | 1 | 0.06% | 0.08% | 0.12% | Q4 2017 | Q4 2021 | 7 |
Clear Creek Financial Management, LLC | 6 | 1 | 0.04% | 0.39% | 1.38% | Q2 2021 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
FDx Advisors, Inc. | 5 | 2 | 0.01% | 0.05% | 0.15% | Q1 2015 | Q2 2017 | 7 |
Summit Financial Strategies, Inc. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
DEUTSCHE BANK AG\ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2019 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.00% | 0.07% | 0.10% | Q4 2020 | Q2 2022 | 7 |
TD Ameritrade Trust Co | 6 | 1 | 0.98% | 1.13% | 1.21% | Q4 2014 | Q2 2017 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Summit Trail Advisors, LLC | 4 | 3 | 0.04% | 0.21% | 0.41% | Q1 2020 | Q2 2022 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.03% | 0.15% | Q2 2019 | Q3 2023 | 7 |
TFO Wealth Partners, LLC | 6 | 1 | 0.00% | 0.29% | 2.03% | Q3 2020 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 7 |
Dorsey & Whitney Trust CO LLC | 7 | 7 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q4 2018 | 7 |
Angeles Investment Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.28% | 0.41% | 0.60% | Q2 2022 | Q3 2023 | 6 |
HAZLETT, BURT & WATSON, INC. | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 6 |
OLD NATIONAL BANCORP /IN/ | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 6 |
INSPIRION WEALTH ADVISORS, LLC | 6 | 6 | 0.10% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
ASPIRIANT, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Vigilant Capital Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2019 | 6 |
LaFleur & Godfrey LLC | 5 | 1 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 6 |
Arrow Investment Advisors, LLC | 4 | 2 | 3.83% | 5.01% | 6.24% | Q4 2017 | Q2 2021 | 6 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 2 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q4 2019 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 2.10% | 2.79% | 3.40% | Q4 2019 | Q1 2021 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ironwood Investment Counsel, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q4 2022 | 6 |
Covington Capital Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2020 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 1.24% | 1.31% | 1.38% | Q4 2020 | Q1 2022 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.05% | 0.17% | 0.31% | Q4 2020 | Q2 2023 | 6 |
ShoreHaven Wealth Partners, LLC | 6 | 6 | 0.20% | 0.50% | 0.70% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q1 2022 | 6 |
Accel Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Global Financial Private Capital, Inc | 6 | 6 | 0.02% | 0.07% | 0.14% | Q3 2017 | Q4 2018 | 6 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 6 | 6 | 0.53% | 0.57% | 0.61% | Q4 2021 | Q1 2023 | 6 |
Summit Financial, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 6 |
TFC Financial Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Tower View Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
CAPITAL WEALTH MANAGEMENT, LLC | 6 | 6 | 1.43% | 1.62% | 1.92% | Q4 2017 | Q1 2019 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.00% | 0.05% | 0.08% | Q4 2016 | Q3 2018 | 6 |
TCF National Bank | 4 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q1 2021 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q2 2023 | 6 |
MinichMacGregor Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Dougherty Wealth Advisers LLC | 6 | 6 | 0.86% | 0.95% | 1.01% | Q4 2018 | Q1 2020 | 6 |
Baldrige Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
TD Waterhouse Canada Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2017 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Strategic Wealth Partners, Ltd. | 5 | 5 | 0.00% | 0.24% | 0.84% | Q4 2017 | Q4 2018 | 5 |
VALLEY WEALTH MANAGERS, INC. | 5 | 5 | 0.02% | 0.04% | 0.04% | Q1 2019 | Q1 2020 | 5 |
Shamrock Asset Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Crescent Grove Advisors, LLC | 4 | 1 | 0.03% | 0.10% | 0.34% | Q4 2018 | Q3 2023 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Paragon Advisors, LLC | 5 | 5 | 0.17% | 1.30% | 2.77% | Q3 2022 | Q3 2023 | 5 |
Rice Partnership, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.05% | 0.11% | Q4 2016 | Q4 2017 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.30% | 0.54% | 0.75% | Q2 2013 | Q2 2014 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Mayflower Financial Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Guidant Wealth Advisors | 4 | 1 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q1 2019 | 5 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Weaver Consulting Group | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.00% | 0.62% | 0.94% | Q2 2019 | Q4 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.38% | 0.93% | 1.27% | Q4 2020 | Q4 2021 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Standard Family Office LLC | 2 | 1 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q3 2022 | 5 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.05% | 0.11% | Q2 2018 | Q1 2021 | 5 |
W ADVISORS, LLC | 5 | 5 | 0.35% | 0.46% | 0.57% | Q2 2022 | Q2 2023 | 5 |
Allegis Investment Advisors, LLC | 4 | 1 | 0.00% | 0.58% | 1.45% | Q4 2015 | Q3 2017 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.09% | 0.32% | 0.47% | Q2 2013 | Q2 2014 | 5 |
AJ WEALTH STRATEGIES, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Kovitz Investment Group Partners, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 5 |
Wolf Group Capital Advisors | 5 | 5 | 0.19% | 2.84% | 6.90% | Q3 2017 | Q3 2018 | 5 |
Aptus Capital Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
Stone Asset Management Inc. | 5 | 5 | 0.15% | 0.71% | 1.48% | Q1 2022 | Q1 2023 | 5 |
HUTCHENS INVESTMENT MANAGEMENT INC | 5 | 5 | 0.34% | 0.36% | 0.38% | Q4 2014 | Q4 2015 | 5 |
Krilogy Financial LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q3 2018 | 5 |
20/20 Capital Management, Inc. | 5 | 5 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q2 2021 | 5 |
BECKER CAPITAL MANAGEMENT INC | 3 | 2 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 5 | 5 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q1 2020 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Chanos & Co LP | 5 | 5 | 5.63% | 9.28% | 12.39% | Q2 2018 | Q2 2019 | 5 |
Consolidated Planning Corp | 5 | 5 | 0.14% | 0.15% | 0.16% | Q1 2021 | Q1 2022 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.23% | 0.31% | 0.38% | Q4 2021 | Q4 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q2 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
HRT FINANCIAL LP | 3 | 2 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q1 2023 | 5 |
Segment Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Courage Miller Partners, LLC | 5 | 5 | 1.42% | 2.48% | 2.84% | Q2 2013 | Q2 2014 | 5 |
Corundum Group, Inc. | 5 | 5 | 0.14% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Keebeck Wealth Management, LLC | 3 | 1 | 0.04% | 0.32% | 1.30% | Q4 2019 | Q1 2023 | 5 |
ADIRONDACK TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JOYN Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2018 | 5 |
Strategic Capital Alternatives LLC | 5 | 5 | 1.10% | 1.26% | 1.59% | Q3 2014 | Q3 2015 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.01% | 0.70% | 1.05% | Q2 2013 | Q2 2014 | 5 |
BANK OF THE WEST | 4 | 1 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q4 2014 | 5 |
PRW Wealth Management LLC | 2 | 1 | 0.00% | 1.97% | 2.56% | Q4 2018 | Q3 2023 | 5 |
Elite Wealth Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
McNamara Financial Services, Inc. | 5 | 5 | 0.34% | 0.36% | 0.38% | Q4 2014 | Q4 2015 | 5 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q4 2021 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.02% | 0.26% | 0.65% | Q4 2018 | Q4 2019 | 5 |
Investmark Advisory Group LLC | 4 | 1 | 0.05% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.39% | 0.62% | 0.79% | Q2 2013 | Q2 2014 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 1.45% | 1.61% | 1.71% | Q4 2021 | Q4 2022 | 5 |
Burt Wealth Advisors | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 5 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.05% | 0.14% | Q4 2012 | Q2 2021 | 5 |
Wealth Architects, LLC | 5 | 5 | 0.14% | 0.15% | 0.15% | Q3 2015 | Q3 2016 | 5 |
SEGALL BRYANT & HAMILL, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q2 2019 | 5 |
Virtue Capital Management, LLC | 4 | 1 | 0.11% | 0.14% | 0.19% | Q4 2017 | Q2 2020 | 5 |
One Wealth Advisors, LLC | 5 | 5 | 0.08% | 0.18% | 0.34% | Q2 2022 | Q2 2023 | 5 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 5 |
Financial Freedom, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Brookfield Asset Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 3 | 1 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 4 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 4 |
FULLER & THALER ASSET MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 4 |
BOURGEON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 1 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q1 2023 | 4 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 1 | 0.03% | 0.14% | 0.18% | Q2 2013 | Q2 2015 | 4 |
PRENTISS SMITH & CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 4 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q3 2022 | 4 |
NATIXIS | 4 | 4 | 0.05% | 0.07% | 0.09% | Q2 2017 | Q1 2018 | 4 |
Destination Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SOL Capital Management CO | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BANK OF STOCKTON | 4 | 4 | 0.45% | 0.48% | 0.50% | Q1 2021 | Q4 2021 | 4 |
BLB&B Advisors, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q4 2016 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Evercore Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Transamerica Financial Advisors, Inc. | 4 | 4 | 0.04% | 0.08% | 0.12% | Q1 2015 | Q4 2015 | 4 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2019 | 4 |
DT Investment Partners, LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.29% | 0.48% | Q3 2016 | Q2 2017 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 1 | 0.01% | 5.35% | 7.72% | Q4 2015 | Q3 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
High Falls Advisors, Inc | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q4 2022 | 4 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 4 |
Edge Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 4 |
INVESTORS TRUST INC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q3 2013 | Q2 2014 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.28% | 1.61% | 2.40% | Q1 2019 | Q4 2019 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.02% | 0.08% | 0.13% | Q1 2015 | Q4 2015 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q1 2017 | 4 |
Caprock Group, LLC | 2 | 1 | 0.03% | 0.06% | 0.07% | Q4 2016 | Q4 2020 | 4 |
Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
First Personal Financial Services | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2019 | 4 |
LGL PARTNERS, LLC | 4 | 4 | 0.27% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Schneider Downs Wealth Management Advisors, LP | 4 | 4 | 2.16% | 2.34% | 2.56% | Q4 2022 | Q3 2023 | 4 |
Hefty Wealth Partners | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2018 | 4 |
CPWM, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q4 2017 | 4 |
Jordan Park Group LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Epstein & White Financial LLC | 4 | 4 | 0.23% | 0.99% | 1.76% | Q4 2017 | Q3 2018 | 4 |
Cypress Wealth Services, LLC | 3 | 1 | 0.07% | 0.15% | 0.24% | Q1 2022 | Q1 2023 | 4 |
Strategic Family Wealth Counselors, L.L.C. | 4 | 4 | 0.11% | 0.36% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Resource Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2019 | 4 |
Fulcrum Equity Management | 2 | 2 | 0.09% | 0.15% | 0.22% | Q4 2018 | Q2 2021 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 0.29% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Sunesis Advisors, LLC | 4 | 4 | 0.42% | 0.43% | 0.44% | Q1 2022 | Q4 2022 | 4 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 4 |
CRA Financial Services, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q3 2023 | 4 |
Legacy Trust | 4 | 4 | 0.24% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Wealth Alliance | 2 | 2 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q4 2022 | 4 |
Mattern Wealth Management LLC | 3 | 1 | 0.36% | 2.44% | 3.36% | Q4 2019 | Q3 2021 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Element Wealth, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
American Institute for Advanced Investment Management, LLP | 3 | 1 | 0.16% | 0.20% | 0.28% | Q4 2019 | Q2 2021 | 4 |
Bickling Financial Services, Inc. | 4 | 4 | 0.10% | 0.11% | 0.11% | Q1 2021 | Q4 2021 | 4 |
True Link Financial Advisors, LLC | 3 | 1 | 0.10% | 0.13% | 0.18% | Q1 2022 | Q1 2023 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.04% | 0.11% | 0.15% | Q1 2021 | Q2 2022 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 1.02% | 1.05% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Badgley Phelps Wealth Managers, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 1.99% | 2.06% | 2.10% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.13% | 0.21% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.68% | 0.79% | 0.99% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.37% | 0.39% | 0.39% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.84% | 0.87% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.75% | 0.80% | 0.82% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.40% | 0.48% | 0.55% | Q4 2018 | Q2 2021 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
MEEDER ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
CAPSTONE ASSET MANAGEMENT CO | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q4 2015 | 4 |
ROYCE & ASSOCIATES LP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
CHARTIST INC /CA/ | 1 | 1 | 0.11% | 0.11% | 0.12% | Q4 2013 | Q4 2014 | 3 |
Covenant Multifamily Offices, LLC | 2 | 1 | 0.06% | 0.32% | 0.85% | Q3 2018 | Q4 2019 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q2 2019 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2020 | 3 |
Advisors Preferred, LLC | 2 | 1 | 1.71% | 2.52% | 3.39% | Q4 2013 | Q4 2015 | 3 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.10% | 0.13% | 0.15% | Q1 2021 | Q3 2023 | 3 |
Breakwater Capital Group | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.36% | 0.38% | 0.39% | Q4 2022 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Per Stirling Capital Management, LLC. | 3 | 3 | 0.14% | 0.19% | 0.24% | Q1 2023 | Q3 2023 | 3 |
ROBERTSON STEPHENS ADVISORS LLC | 3 | 3 | 0.17% | 0.21% | 0.28% | Q1 2017 | Q3 2017 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.78% | 0.80% | 0.82% | Q1 2023 | Q3 2023 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.11% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 1.04% | 1.11% | 1.24% | Q1 2023 | Q3 2023 | 3 |
Security National Bank | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
MCMILLION CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Twelve Points Wealth Management LLC | 2 | 1 | 0.11% | 0.22% | 0.43% | Q4 2021 | Q2 2023 | 3 |
Formidable Asset Management, LLC | 2 | 1 | 0.00% | 3.87% | 11.61% | Q3 2015 | Q1 2019 | 3 |
WESPAC Advisors SoCal, LLC | 2 | 1 | 0.04% | 0.18% | 0.44% | Q4 2015 | Q1 2019 | 3 |
Clearstead Trust, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Alaska Permanent Fund Corp | 2 | 1 | 0.61% | 1.10% | 1.70% | Q4 2022 | Q3 2023 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2012 | Q2 2013 | 3 |
Founders Capital Management | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q4 2023 | 3 |
Keeley-Teton Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Merriman Wealth Management, LLC | 2 | 1 | 0.70% | 0.78% | 0.84% | Q3 2013 | Q3 2015 | 3 |
Bryn Mawr Capital Management, LLC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 3 |
HBC Financial Services, PLLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Alerus Investment Advisors Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Family Management Corp | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q4 2013 | 3 |
HORIZON BANCORP INC /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CHEMICAL BANK | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Laird Norton Wetherby Trust Company, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Accredited Investors Inc. | 3 | 3 | 0.12% | 0.72% | 1.94% | Q1 2018 | Q3 2018 | 3 |
SAXON INTERESTS, INC. | 3 | 3 | 0.15% | 0.22% | 0.32% | Q4 2022 | Q2 2023 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Pinnacle Summer Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.38% | 0.46% | 0.50% | Q1 2021 | Q3 2021 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.33% | 0.35% | 0.37% | Q4 2020 | Q2 2021 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
B. Riley Financial, Inc. | 3 | 3 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q2 2018 | 3 |
SPRING CREEK CAPITAL LLC | 3 | 3 | 0.04% | 0.25% | 0.36% | Q2 2018 | Q4 2018 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2020 | Q2 2021 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Zullo Investment Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
FCG ADVISORS, LLC | 3 | 3 | 1.11% | 1.16% | 1.20% | Q1 2016 | Q3 2016 | 3 |
Apriem Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 3 |
Full Sail Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Financial Architects, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
WP Advisors, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Forward Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.05% | 0.12% | 0.24% | Q2 2013 | Q3 2018 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2017 | Q2 2018 | 3 |
Lee Financial Group Hawaii, Inc. | 3 | 3 | 0.24% | 0.28% | 0.33% | Q2 2020 | Q4 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 3 |
New Capital Management LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Swaine & Leidel Wealth Services, LLC | 1 | 1 | 0.42% | 0.49% | 0.54% | Q1 2021 | Q1 2022 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2021 | Q3 2021 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.58% | 0.64% | 0.67% | Q2 2022 | Q4 2022 | 3 |
Crewe Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q2 2023 | 3 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 3 |
EWG Elevate Inc. | 3 | 3 | 1.91% | 2.29% | 2.70% | Q1 2021 | Q3 2021 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 1 | 0.06% | 0.23% | 0.35% | Q4 2013 | Q4 2015 | 3 |
CX Institutional | 2 | 1 | 0.01% | 0.13% | 0.22% | Q2 2018 | Q3 2022 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 3 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Single Point Partners, LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 3 |
Occidental Asset Management, LLC | 3 | 3 | 1.09% | 1.15% | 1.24% | Q2 2016 | Q4 2016 | 3 |
Riggs Asset Managment Co. Inc. | 2 | 1 | 0.00% | 0.72% | 1.19% | Q4 2013 | Q4 2020 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Tidal Investments LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q2 2019 | Q4 2019 | 3 |
Inscription Capital, LLC | 2 | 1 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q2 2021 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.25% | 0.27% | 0.28% | Q4 2019 | Q2 2020 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
My Legacy Advisors, LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q3 2022 | Q1 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.28% | 0.84% | Q4 2019 | Q2 2020 | 3 |
MA Private Wealth | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q2 2019 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stadion Money Management, LLC | 1 | 1 | 0.74% | 1.33% | 1.92% | Q3 2013 | Q1 2015 | 2 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.76% | 0.87% | 0.98% | Q2 2018 | Q3 2018 | 2 |
TCWP LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Farmers National Bank | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
DRW Securities, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q1 2022 | 2 |
KAYS FINANCIAL ADVISORY CORP /ADV | 2 | 2 | 0.41% | 0.45% | 0.49% | Q3 2018 | Q4 2018 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
DOHJ, LLC | 2 | 2 | 0.12% | 0.17% | 0.22% | Q1 2021 | Q2 2021 | 2 |
BCR Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Reynders McVeigh Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
C-J Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.02% | 0.14% | 0.27% | Q4 2017 | Q2 2018 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.11% | 0.20% | 0.28% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Fusion Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
SFG Wealth Management, LLC. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.47% | 0.52% | 0.58% | Q4 2014 | Q1 2015 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.42% | 0.43% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Covenant Partners, LLC | 1 | 1 | 0.17% | 0.27% | 0.37% | Q4 2019 | Q2 2022 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
First Citizens Asset Management, Inc. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.10% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 2 |
Live Oak Investment Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q2 2017 | Q2 2018 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2016 | 2 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 2 |
StoneX Group Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.22% | 0.62% | 1.02% | Q2 2018 | Q3 2018 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 4.58% | 4.86% | 5.13% | Q1 2015 | Q2 2015 | 2 |
Kendall Capital Management | 2 | 2 | 0.48% | 0.56% | 0.64% | Q4 2017 | Q1 2018 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.45% | 0.46% | 0.47% | Q2 2016 | Q4 2016 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
CUMBERLAND ADVISORS INC | 2 | 2 | 0.27% | 0.37% | 0.48% | Q2 2018 | Q3 2018 | 2 |
NVWM, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.73% | 0.82% | 0.91% | Q2 2023 | Q3 2023 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Southern Wealth Management, LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q1 2023 | 2 |
Sageworth Trust Co of South Dakota | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2022 | Q1 2023 | 2 |
RiverTree Advisors, LLC | 2 | 2 | 1.29% | 1.34% | 1.39% | Q3 2021 | Q4 2021 | 2 |
Keeler Thomas Management LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q3 2019 | Q4 2019 | 2 |
Legacy Financial Group LLC | 1 | 1 | 0.03% | 0.22% | 0.41% | Q3 2021 | Q3 2023 | 2 |
Mathes Company, Inc. | 2 | 2 | 1.25% | 1.28% | 1.31% | Q2 2018 | Q3 2018 | 2 |
Second Half Financial Partners, LLC | 2 | 2 | 0.50% | 0.50% | 0.50% | Q1 2022 | Q2 2022 | 2 |
CBIZ Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.22% | 0.24% | 0.25% | Q2 2013 | Q3 2013 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Avalon Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
David J Yvars Group | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2021 | Q2 2021 | 2 |
CEDAR CAPITAL, LLC | 2 | 2 | 0.29% | 0.31% | 0.33% | Q3 2016 | Q4 2016 | 2 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Objective Capital Management, LLC | 2 | 2 | 0.51% | 0.52% | 0.52% | Q4 2021 | Q1 2022 | 2 |
RESOURCE CONSULTING GROUP INC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Telos Capital Management, Inc. | 2 | 2 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Sensible Financial Planning & Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Fiduciary Trust Co International of Pennsylvania | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Beaumont Asset Management, L.L.C. | 1 | 1 | 0.32% | 0.69% | 1.07% | Q4 2019 | Q3 2023 | 2 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.32% | 0.46% | 0.61% | Q4 2019 | Q2 2020 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Smith & Howard Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.02% | 0.23% | 0.44% | Q4 2018 | Q1 2019 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 10.40% | 10.80% | 11.20% | Q3 2013 | Q4 2013 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Highland Financial Advisors, LLC | 2 | 2 | 0.20% | 0.34% | 0.48% | Q2 2022 | Q3 2022 | 2 |
Cornerstone Financial Partners, LLC | 2 | 2 | 0.96% | 0.98% | 1.00% | Q4 2016 | Q1 2017 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Brown Miller Wealth Management, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q1 2021 | Q2 2021 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
Bernardo Wealth Planning LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q1 2019 | 2 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
PagnatoKarp Partners LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
HOLDERNESS INVESTMENTS CO | 1 | 1 | 0.10% | 0.14% | 0.17% | Q3 2018 | Q2 2019 | 2 |
Shepherd Financial Partners LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Steward Financial Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Smart Money Group LLC | 2 | 2 | 0.25% | 0.40% | 0.54% | Q3 2018 | Q4 2018 | 2 |
Sequent Asset Management, LLC | 2 | 2 | 0.96% | 0.97% | 0.98% | Q2 2023 | Q3 2023 | 2 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2019 | Q4 2019 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
HNP Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Wealth CMT | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Belvedere Advisors LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2019 | Q1 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2021 | Q1 2021 | 1 |
Capital Market Strategies LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q4 2023 | 1 |
Truadvice, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q2 2022 | Q2 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 15.63% | 15.63% | 15.63% | Q1 2021 | Q1 2021 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2017 | Q4 2017 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Kabarec Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sequoia Wealth Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2017 | Q4 2017 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Horst & Graben Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Murphy, Middleton, Hinkle & Parker, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q2 2023 | Q2 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2021 | Q2 2021 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Wealth & Pension Services Group, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2018 | Q3 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IRONWOOD WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 2.84% | 2.84% | 2.84% | Q4 2022 | Q4 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2021 | Q2 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Catamount Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mill Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Highland Private Wealth Management | 1 | 1 | 2.12% | 2.12% | 2.12% | Q1 2018 | Q1 2018 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Life Planning Partners, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Pointe Capital Management LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2016 | Q4 2016 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Community Bank, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Doman Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Leisure Capital Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1 | 1 | 5.77% | 5.77% | 5.77% | Q4 2020 | Q4 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2021 | Q2 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Verum Partners LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Gallacher Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TDAM USA INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2013 | Q3 2013 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q4 2018 | Q4 2018 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Jefferies Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Midwest Financial Group LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q1 2023 | Q1 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Matthew Goff Investment Advisor, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2018 | Q2 2018 | 1 |
Noble Family Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cordasco Financial Network | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
United Community Bank | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Rezny Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2016 | Q4 2016 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Clean Yield Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
First Long Island Investors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
CAPE COD FIVE CENTS SAVINGS BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2013 | Q2 2013 | 1 |
Mechanics Bank Trust Department | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2013 | Q2 2013 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EMORY UNIVERSITY | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2011 | Q2 2011 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2020 | Q2 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
Tygh Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2019 | Q4 2019 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Olympiad Research LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Tranquility Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.