Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 46 |
Tortoise Investment Management, LLC | 44 | 44 | 0.04% | 0.11% | 0.35% | Q4 2012 | Q3 2023 | 44 |
Veritable, L.P. | 43 | 43 | 0.03% | 0.20% | 1.01% | Q4 2012 | Q2 2023 | 43 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.11% | 0.52% | 0.96% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 1.30% | 4.17% | 6.47% | Q2 2013 | Q3 2023 | 42 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 42 | 42 | 0.13% | 1.28% | 8.14% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.11% | 0.35% | 0.72% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.13% | 0.52% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.03% | 0.27% | Q2 2013 | Q3 2023 | 42 |
MARTIN & CO INC /TN/ | 42 | 42 | 1.63% | 2.21% | 2.75% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.11% | 0.23% | 0.43% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.06% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.02% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Smith & Howard Wealth Management, LLC | 31 | 10 | 1.64% | 9.90% | 17.02% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.12% | 0.31% | 1.05% | Q2 2013 | Q3 2023 | 41 |
WELLINGTON MANAGEMENT GROUP LLP | 40 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.04% | 0.13% | 0.23% | Q3 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.10% | 0.23% | 0.38% | Q2 2013 | Q3 2023 | 41 |
SHEETS SMITH WEALTH MANAGEMENT | 39 | 1 | 0.02% | 0.37% | 0.80% | Q1 2013 | Q3 2023 | 40 |
Haverford Trust Co | 40 | 40 | 0.01% | 0.16% | 1.12% | Q4 2013 | Q3 2023 | 40 |
Advisory Services Network, LLC | 27 | 3 | 0.00% | 0.73% | 3.78% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 39 |
NOTTINGHAM ADVISORS, INC. | 28 | 10 | 0.02% | 0.12% | 0.97% | Q1 2014 | Q3 2023 | 38 |
Goelzer Investment Management, Inc. | 38 | 38 | 0.40% | 2.79% | 6.81% | Q2 2014 | Q3 2023 | 38 |
SIGNATUREFD, LLC | 24 | 13 | 0.00% | 0.20% | 1.10% | Q3 2013 | Q3 2023 | 37 |
BAILARD, INC. | 31 | 6 | 0.04% | 0.43% | 0.72% | Q2 2014 | Q3 2023 | 37 |
Stonebridge Capital Advisors LLC | 37 | 37 | 0.16% | 0.46% | 1.01% | Q3 2014 | Q3 2023 | 37 |
AlphaMark Advisors, LLC | 37 | 37 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2022 | 37 |
Round Table Services, LLC | 37 | 37 | 0.06% | 0.66% | 2.18% | Q2 2013 | Q2 2022 | 37 |
Community Bank, N.A. | 36 | 36 | 0.02% | 0.10% | 0.36% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
FACTORY MUTUAL INSURANCE CO | 14 | 10 | 0.06% | 0.61% | 4.06% | Q2 2013 | Q3 2023 | 36 |
Capital Investment Advisors, LLC | 36 | 36 | 0.02% | 2.14% | 4.79% | Q1 2015 | Q4 2023 | 36 |
KING LUTHER CAPITAL MANAGEMENT CORP | 35 | 35 | 0.03% | 0.11% | 0.23% | Q1 2015 | Q3 2023 | 35 |
PRIO WEALTH LIMITED PARTNERSHIP | 34 | 34 | 0.02% | 0.23% | 0.45% | Q2 2015 | Q3 2023 | 34 |
Mariner, LLC | 34 | 34 | 0.02% | 0.42% | 1.02% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.47% | 1.66% | Q2 2015 | Q3 2023 | 34 |
Brinker Capital Investments, LLC | 27 | 7 | 0.00% | 0.20% | 0.84% | Q2 2013 | Q4 2021 | 34 |
Cambridge Investment Research Advisors, Inc. | 26 | 8 | 0.00% | 0.06% | 0.29% | Q2 2013 | Q3 2023 | 34 |
LAZARD ASSET MANAGEMENT LLC | 26 | 1 | 0.00% | 0.02% | 0.14% | Q4 2014 | Q3 2023 | 34 |
Karpus Management, Inc. | 33 | 1 | 0.05% | 0.22% | 0.49% | Q4 2014 | Q3 2023 | 34 |
PARSONS CAPITAL MANAGEMENT INC/RI | 20 | 4 | 0.04% | 0.12% | 0.19% | Q1 2014 | Q3 2023 | 34 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 3 | 0.01% | 0.05% | 0.20% | Q3 2014 | Q3 2023 | 34 |
SYNOVUS FINANCIAL CORP | 33 | 1 | 0.00% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.03% | 0.18% | Q3 2013 | Q3 2023 | 33 |
TELEMUS CAPITAL, LLC | 24 | 9 | 0.02% | 1.36% | 9.67% | Q3 2013 | Q4 2021 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 33 |
Roble, Belko & Company, Inc | 33 | 33 | 0.03% | 0.93% | 3.63% | Q1 2015 | Q1 2023 | 33 |
FMR LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 33 |
PITCAIRN CO | 20 | 3 | 0.04% | 0.44% | 3.57% | Q2 2013 | Q3 2023 | 33 |
Waldron Private Wealth LLC | 25 | 3 | 0.01% | 0.38% | 1.59% | Q4 2013 | Q1 2023 | 33 |
Birch Hill Investment Advisors LLC | 27 | 6 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q1 2022 | 33 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 28 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 33 |
GM Advisory Group, LLC | 33 | 33 | 0.21% | 2.18% | 4.94% | Q3 2015 | Q3 2023 | 33 |
FRANKLIN RESOURCES INC | 28 | 5 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 33 |
Legacy Private Trust Co. | 32 | 32 | 0.06% | 1.78% | 3.98% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
NTV ASSET MANAGEMENT LLC | 32 | 32 | 0.11% | 0.67% | 1.20% | Q4 2015 | Q3 2023 | 32 |
ASPIRIANT, LLC | 10 | 1 | 0.01% | 0.17% | 0.52% | Q2 2013 | Q3 2023 | 32 |
HANCOCK WHITNEY CORP | 32 | 32 | 0.07% | 0.24% | 0.46% | Q4 2015 | Q3 2023 | 32 |
JFS WEALTH ADVISORS, LLC | 32 | 32 | 0.20% | 0.43% | 0.79% | Q4 2015 | Q3 2023 | 32 |
First Washington CORP | 32 | 32 | 0.06% | 0.14% | 0.28% | Q2 2013 | Q1 2021 | 32 |
Corrigan Financial, Inc. | 32 | 32 | 0.91% | 2.86% | 5.03% | Q4 2015 | Q3 2023 | 32 |
HighTower Advisors, LLC | 32 | 32 | 0.00% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 32 |
NORRIS PERNE & FRENCH LLP/MI | 24 | 1 | 0.02% | 0.09% | 0.23% | Q1 2014 | Q1 2023 | 32 |
St. Louis Trust Co | 32 | 32 | 0.85% | 2.65% | 7.14% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 32 |
BOKF, NA | 21 | 1 | 0.02% | 0.27% | 0.70% | Q2 2013 | Q3 2023 | 31 |
MCF Advisors LLC | 24 | 7 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 31 |
Allen Investment Management, LLC | 27 | 4 | 0.01% | 0.17% | 1.53% | Q1 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
ARS Investment Partners, LLC | 25 | 3 | 0.02% | 0.42% | 1.03% | Q4 2013 | Q3 2023 | 31 |
FLOW TRADERS U.S. LLC | 13 | 1 | 0.02% | 1.07% | 6.56% | Q2 2013 | Q3 2023 | 30 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.02% | 0.11% | 0.19% | Q3 2013 | Q4 2020 | 30 |
Johnson Financial Group, Inc. | 30 | 30 | 0.62% | 6.37% | 15.51% | Q2 2016 | Q3 2023 | 30 |
Ariel Investments | 30 | 30 | 0.00% | 0.07% | 0.17% | Q2 2016 | Q3 2023 | 30 |
NORTHERN TRUST CORP | 25 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 30 |
Ironwood Investment Counsel, LLC | 17 | 13 | 0.05% | 0.67% | 1.42% | Q2 2013 | Q3 2023 | 30 |
VALLEY WEALTH MANAGERS, INC. | 29 | 29 | 0.03% | 0.10% | 0.15% | Q3 2013 | Q3 2020 | 29 |
Freestone Capital Holdings, LLC | 26 | 3 | 0.00% | 0.07% | 0.73% | Q3 2015 | Q3 2023 | 29 |
FIFTH THIRD BANCORP | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 29 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 29 |
Strategic Wealth Partners Group, LLC | 20 | 9 | 0.15% | 1.37% | 4.20% | Q2 2016 | Q3 2023 | 29 |
Capital Advisors, Ltd. LLC | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
JOHNSON INVESTMENT COUNSEL INC | 22 | 2 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Modera Wealth Management, LLC | 28 | 28 | 0.09% | 0.41% | 1.19% | Q2 2013 | Q1 2020 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.04% | 0.87% | 2.26% | Q1 2016 | Q4 2022 | 28 |
WOODMONT INVESTMENT COUNSEL LLC | 20 | 1 | 0.01% | 0.06% | 0.09% | Q4 2013 | Q3 2023 | 28 |
ZEKE CAPITAL ADVISORS, LLC | 28 | 28 | 0.94% | 4.11% | 15.48% | Q1 2016 | Q4 2022 | 28 |
AllSquare Wealth Management LLC | 25 | 3 | 0.01% | 0.38% | 0.70% | Q3 2016 | Q3 2023 | 28 |
Hapanowicz & Associates Financial Services, Inc | 28 | 28 | 0.73% | 1.66% | 2.89% | Q4 2016 | Q3 2023 | 28 |
M&T BANK CORP | 21 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 27 |
Dorsey & Whitney Trust CO LLC | 18 | 3 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.06% | 0.40% | Q1 2014 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.10% | 0.16% | 0.29% | Q2 2013 | Q4 2019 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 27 |
CIBC WORLD MARKET INC. | 17 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 27 |
Janney Montgomery Scott LLC | 26 | 1 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 27 |
Main Management LLC | 27 | 27 | 0.10% | 0.22% | 0.87% | Q4 2015 | Q2 2022 | 27 |
CLEAR INVESTMENT RESEARCH, LLC | 27 | 27 | 0.01% | 0.07% | 0.23% | Q1 2017 | Q3 2023 | 27 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.14% | 0.33% | Q4 2013 | Q3 2023 | 27 |
THORNBURG INVESTMENT MANAGEMENT INC | 17 | 1 | 0.00% | 0.13% | 0.71% | Q4 2013 | Q3 2023 | 26 |
Sageworth Trust Co | 26 | 26 | 0.06% | 1.68% | 6.72% | Q2 2017 | Q3 2023 | 26 |
GenTrust, LLC | 26 | 26 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.08% | 0.32% | Q2 2017 | Q3 2023 | 26 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2020 | 26 |
Lowe Wealth Advisors, LLC | 26 | 26 | 0.02% | 0.05% | 0.08% | Q3 2017 | Q4 2023 | 26 |
SCOTIA CAPITAL INC. | 25 | 25 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2022 | 25 |
BADGLEY PHELPS & BELL INC | 24 | 1 | 0.02% | 0.12% | 0.46% | Q4 2014 | Q2 2021 | 25 |
Laird Norton Wetherby Wealth Management, LLC | 25 | 25 | 0.20% | 0.38% | 0.69% | Q3 2017 | Q3 2023 | 25 |
BARCLAYS PLC | 12 | 2 | 0.00% | 0.01% | 0.10% | Q4 2013 | Q1 2022 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.04% | 0.25% | 0.79% | Q3 2017 | Q3 2023 | 25 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.02% | 0.26% | 0.95% | Q2 2015 | Q3 2023 | 24 |
TLWM | 24 | 24 | 6.90% | 10.48% | 16.00% | Q4 2017 | Q3 2023 | 24 |
Atria Investments, Inc | 14 | 1 | 0.01% | 0.05% | 0.14% | Q2 2015 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
TODD ASSET MANAGEMENT LLC | 23 | 1 | 0.01% | 0.08% | 0.40% | Q4 2014 | Q3 2023 | 24 |
Brightworth | 24 | 24 | 0.04% | 0.27% | 1.44% | Q4 2016 | Q3 2022 | 24 |
DIMENSION CAPITAL MANAGEMENT LLC | 24 | 24 | 0.07% | 0.19% | 0.58% | Q4 2017 | Q3 2023 | 24 |
Cadence Bank | 24 | 24 | 1.06% | 2.20% | 3.40% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.12% | Q4 2017 | Q3 2023 | 24 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.03% | 0.19% | 0.61% | Q1 2015 | Q3 2023 | 24 |
THRIVENT FINANCIAL FOR LUTHERANS | 20 | 4 | 0.00% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 24 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 23 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 20 | 1 | 0.02% | 0.19% | 1.02% | Q4 2015 | Q3 2023 | 23 |
PRUDENTIAL FINANCIAL INC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Parallel Advisors, LLC | 18 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 23 |
Cornerstone Advisors, Inc. | 23 | 23 | 0.00% | 0.40% | 1.99% | Q2 2013 | Q4 2018 | 23 |
RAYMOND JAMES TRUST N.A. | 23 | 23 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
BNP PARIBAS FINANCIAL MARKETS | 16 | 3 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.10% | 0.18% | 0.32% | Q4 2017 | Q2 2023 | 23 |
Baker Avenue Asset Management, LP | 19 | 4 | 0.01% | 0.09% | 0.23% | Q1 2017 | Q3 2023 | 23 |
Roundview Capital LLC | 12 | 3 | 0.02% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Fiera Capital Corp | 20 | 2 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q4 2020 | 22 |
CWM, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 22 |
Valeo Financial Advisors, LLC | 21 | 1 | 0.01% | 0.03% | 0.10% | Q3 2017 | Q1 2023 | 22 |
M.D. Sass, Inc. | 22 | 22 | 0.17% | 0.34% | 0.58% | Q2 2018 | Q3 2023 | 22 |
Dakota Wealth Management | 22 | 22 | 0.01% | 0.10% | 0.18% | Q2 2018 | Q3 2023 | 22 |
GERMAN AMERICAN BANCORP, INC. | 22 | 22 | 6.87% | 8.83% | 10.44% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
VERITY Wealth Advisors | 21 | 21 | 2.33% | 3.33% | 4.63% | Q4 2018 | Q4 2023 | 21 |
CIM, LLC | 21 | 21 | 0.22% | 0.61% | 1.00% | Q4 2017 | Q4 2022 | 21 |
UMB Bank, n.a. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Calamos Wealth Management LLC | 20 | 1 | 0.02% | 1.19% | 2.62% | Q3 2017 | Q3 2023 | 21 |
Well Done, LLC | 20 | 1 | 0.00% | 0.12% | 0.74% | Q1 2018 | Q3 2023 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 21 |
Sound Income Strategies, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 21 |
SIMON QUICK ADVISORS, LLC | 20 | 20 | 0.39% | 2.29% | 4.84% | Q4 2018 | Q3 2023 | 20 |
Clearstead Advisors, LLC | 20 | 20 | 0.07% | 0.15% | 0.28% | Q4 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19 | 1 | 0.00% | 0.02% | 0.25% | Q3 2016 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 20 |
Jaffetilchin Investment Partners, LLC | 8 | 3 | 0.02% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 20 |
COLONY GROUP LLC | 20 | 20 | 0.01% | 0.16% | 0.88% | Q4 2018 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.32% | 0.53% | 0.71% | Q4 2018 | Q3 2023 | 20 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 20 | 20 | 0.03% | 0.06% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Rehmann Capital Advisory Group | 9 | 2 | 0.00% | 0.03% | 0.12% | Q4 2011 | Q3 2023 | 20 |
FIRST NATIONAL BANK OF OMAHA | 20 | 20 | 0.03% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
SAGE FINANCIAL GROUP INC | 15 | 1 | 0.16% | 0.40% | 1.04% | Q4 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Blue Edge Capital, LLC | 10 | 10 | 0.06% | 0.08% | 0.16% | Q2 2017 | Q2 2022 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 0.09% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Longer Investments Inc. | 19 | 19 | 0.19% | 0.89% | 6.90% | Q1 2014 | Q3 2018 | 19 |
MITCHELL CAPITAL MANAGEMENT CO | 19 | 19 | 0.24% | 0.44% | 0.68% | Q1 2019 | Q3 2023 | 19 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 14 | 5 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2023 | 19 |
Neuberger Berman Group LLC | 10 | 9 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 19 |
PINNACLE ASSOCIATES LTD | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Beaumont Financial Partners, LLC | 12 | 1 | 0.03% | 0.92% | 1.88% | Q4 2015 | Q4 2020 | 19 |
QCI ASSET MANAGEMENT INC/NY | 19 | 19 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q3 2021 | 19 |
Rockefeller Capital Management L.P. | 18 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 19 |
Pinnacle Wealth Management Advisory Group, LLC | 19 | 19 | 0.06% | 0.17% | 0.29% | Q1 2019 | Q3 2023 | 19 |
Beacon Pointe Advisors, LLC | 19 | 19 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Quantitative Advantage, LLC | 14 | 5 | 0.06% | 2.08% | 4.15% | Q4 2016 | Q1 2023 | 19 |
Windsor Wealth Management, Inc. | 19 | 19 | 0.04% | 0.09% | 0.23% | Q1 2019 | Q3 2023 | 19 |
TRUIST FINANCIAL CORP | 14 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 19 |
NewSquare Capital LLC | 19 | 19 | 0.00% | 0.68% | 1.90% | Q2 2013 | Q4 2017 | 19 |
Claro Advisors LLC | 18 | 1 | 0.01% | 0.35% | 0.60% | Q4 2018 | Q3 2023 | 19 |
Strategic Wealth Partners, Ltd. | 19 | 19 | 0.02% | 0.24% | 1.12% | Q3 2018 | Q1 2023 | 19 |
Ameritas Investment Partners, Inc. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2019 | 19 |
Financial Advisors, LLC | 16 | 3 | 0.12% | 0.20% | 0.30% | Q4 2018 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 15 | 1 | 0.00% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Franklin, Parlapiano, Turner & Welch, LLC | 7 | 5 | 0.06% | 0.12% | 0.25% | Q4 2012 | Q1 2022 | 18 |
REILLY FINANCIAL ADVISORS, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2019 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 18 |
FIRST MIDWEST BANK TRUST DIVISION | 12 | 6 | 0.03% | 0.34% | 0.97% | Q2 2017 | Q4 2021 | 18 |
Accuvest Global Advisors | 17 | 1 | 0.15% | 2.11% | 4.75% | Q4 2013 | Q3 2020 | 18 |
Nuveen Asset Management, LLC | 12 | 6 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q2 2022 | 18 |
DUBUQUE BANK & TRUST CO | 12 | 6 | 0.00% | 0.15% | 0.53% | Q4 2014 | Q3 2023 | 18 |
Simplicity Solutions, LLC | 13 | 1 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 18 | 18 | 0.02% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.21% | 0.33% | 0.73% | Q2 2019 | Q3 2023 | 18 |
BANCORPSOUTH INC | 18 | 18 | 0.42% | 0.65% | 1.02% | Q2 2013 | Q3 2017 | 18 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 17 |
Fund Evaluation Group, LLC | 16 | 1 | 0.18% | 0.39% | 0.94% | Q2 2013 | Q3 2023 | 17 |
COUNTRY TRUST BANK | 17 | 17 | 0.98% | 1.67% | 2.20% | Q2 2014 | Q2 2018 | 17 |
Horan Securities, Inc. | 7 | 4 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q2 2023 | 17 |
GABLES CAPITAL MANAGEMENT INC. | 17 | 17 | 0.18% | 0.21% | 0.28% | Q3 2019 | Q3 2023 | 17 |
COMERICA BANK | 16 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 17 |
AE Wealth Management LLC | 8 | 2 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 17 |
Gs Investments, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
KEYBANK NATIONAL ASSOCIATION/OH | 17 | 17 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q4 2016 | 17 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 2 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 17 |
Texas Yale Capital Corp. | 15 | 2 | 0.02% | 0.07% | 0.11% | Q2 2015 | Q4 2019 | 17 |
FINANCIAL COUNSELORS INC | 12 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 17 |
PRIVATE TRUST CO NA | 9 | 8 | 0.02% | 0.09% | 0.19% | Q2 2014 | Q3 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.06% | 4.83% | 33.87% | Q2 2013 | Q2 2017 | 17 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.07% | Q3 2014 | Q2 2022 | 16 |
Oldfather Financial Services, LLC | 16 | 16 | 0.24% | 0.35% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.75% | 1.00% | 1.27% | Q4 2018 | Q3 2022 | 16 |
Aviance Capital Partners, LLC | 6 | 3 | 0.04% | 0.06% | 0.08% | Q3 2014 | Q1 2022 | 16 |
Cranbrook Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MURPHY CAPITAL MANAGEMENT INC | 7 | 1 | 0.02% | 0.04% | 0.10% | Q2 2017 | Q2 2022 | 16 |
COMERICA SECURITIES,INC. | 16 | 16 | 0.02% | 0.10% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Sand Hill Global Advisors, LLC | 16 | 16 | 0.21% | 0.25% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Regal Wealth Group, Inc. | 12 | 4 | 0.04% | 0.09% | 0.15% | Q4 2015 | Q1 2021 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.08% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Chicago Partners Investment Group LLC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 16 |
Baystate Wealth Management LLC | 9 | 1 | 0.00% | 0.47% | 1.29% | Q2 2013 | Q3 2023 | 16 |
CUMBERLAND ADVISORS INC | 12 | 1 | 1.17% | 3.16% | 5.24% | Q2 2013 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 1.47% | 2.33% | 6.29% | Q4 2019 | Q3 2023 | 16 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 16 | 16 | 0.07% | 0.15% | 0.23% | Q3 2018 | Q2 2022 | 16 |
DOWLING & YAHNKE LLC | 11 | 5 | 0.04% | 0.08% | 0.11% | Q4 2014 | Q3 2022 | 16 |
Tolleson Wealth Management, Inc. | 16 | 16 | 0.20% | 1.41% | 4.73% | Q4 2018 | Q3 2022 | 16 |
SOL Capital Management CO | 6 | 4 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q4 2021 | 16 |
Hugh Johnson Advisors LLC | 16 | 16 | 0.07% | 2.70% | 3.99% | Q3 2013 | Q2 2017 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Forward Management, LLC | 16 | 16 | 0.03% | 0.66% | 1.62% | Q4 2014 | Q3 2018 | 16 |
Marquette Asset Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
BOSTON ADVISORS LLC | 16 | 16 | 0.01% | 0.18% | 0.63% | Q4 2015 | Q3 2019 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 0.22% | 0.41% | 0.73% | Q4 2017 | Q3 2021 | 16 |
MONTAG A & ASSOCIATES INC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 16 |
CREDIT SUISSE AG/ | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2022 | 15 |
SENTINEL TRUST CO LBA | 15 | 15 | 0.22% | 2.14% | 3.53% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2022 | 15 |
HOWLAND CAPITAL MANAGEMENT LLC | 15 | 15 | 0.01% | 0.33% | 4.42% | Q1 2020 | Q3 2023 | 15 |
Avalon Investment & Advisory | 9 | 6 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Shamrock Asset Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 15 |
Bison Wealth, LLC | 15 | 15 | 0.10% | 0.14% | 0.19% | Q4 2018 | Q2 2022 | 15 |
Moneda S.A. Administradora General de Fondos | 15 | 15 | 0.39% | 1.38% | 6.07% | Q4 2019 | Q2 2023 | 15 |
CPWM, LLC | 15 | 15 | 0.03% | 0.09% | 0.15% | Q1 2019 | Q3 2022 | 15 |
HANTZ FINANCIAL SERVICES, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Asset Planning Services, Ltd. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2018 | 15 |
THOMAS WHITE INTERNATIONAL LTD | 6 | 1 | 0.01% | 0.35% | 3.15% | Q4 2017 | Q2 2023 | 15 |
FIRST HAWAIIAN BANK | 14 | 1 | 0.06% | 0.10% | 0.20% | Q4 2019 | Q3 2023 | 15 |
BB&T SECURITIES, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 15 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 10 | 5 | 0.12% | 0.29% | 0.56% | Q4 2018 | Q1 2023 | 15 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q2 2023 | 15 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.10% | 0.29% | Q4 2018 | Q3 2023 | 15 |
COMERICA SECURITIES INC | 15 | 15 | 0.18% | 0.51% | 0.96% | Q2 2013 | Q4 2016 | 15 |
Graypoint LLC | 15 | 15 | 0.13% | 0.20% | 0.33% | Q1 2020 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 15 |
MONETA GROUP INVESTMENT ADVISORS LLC | 15 | 15 | 0.05% | 0.37% | 2.89% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.33% | 1.12% | 2.23% | Q1 2020 | Q4 2023 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2020 | 15 |
CKW FINANCIAL GROUP | 15 | 15 | 0.00% | 0.23% | 2.59% | Q1 2020 | Q3 2023 | 15 |
New England Professional Planning Group Inc. | 15 | 15 | 0.31% | 0.40% | 0.64% | Q1 2020 | Q3 2023 | 15 |
Mascoma Wealth Management LLC | 12 | 2 | 0.07% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 14 |
Edge Capital Group, LLC | 10 | 4 | 0.02% | 0.10% | 0.23% | Q4 2018 | Q3 2023 | 14 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 12 | 2 | 0.01% | 0.11% | 0.15% | Q2 2015 | Q3 2023 | 14 |
Advisory Resource Group | 14 | 14 | 0.76% | 2.93% | 8.21% | Q4 2018 | Q1 2022 | 14 |
FIRST CITIZENS BANK & TRUST CO | 8 | 6 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
Parker Investment Management, LLC | 14 | 14 | 0.05% | 0.08% | 0.11% | Q3 2016 | Q4 2019 | 14 |
Hudock, Inc. | 14 | 14 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q4 2021 | 14 |
Polen Capital Management | 10 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 14 |
Cresset Asset Management, LLC | 8 | 6 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 14 |
Loudon Investment Management, LLC | 14 | 14 | 0.18% | 0.23% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Cerity Partners LLC | 8 | 1 | 0.00% | 0.08% | 0.22% | Q4 2018 | Q3 2023 | 14 |
Patten Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2018 | 14 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 2 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q3 2023 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2022 | 14 |
SUNTRUST BANKS INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2018 | 14 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.13% | 1.48% | Q3 2015 | Q3 2023 | 13 |
Brickley Wealth Management | 7 | 6 | 0.06% | 0.10% | 0.16% | Q3 2018 | Q4 2021 | 13 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.00% | 0.15% | 0.74% | Q2 2013 | Q4 2022 | 13 |
Horizon Investments, LLC | 6 | 1 | 0.00% | 5.51% | 12.96% | Q4 2013 | Q2 2023 | 13 |
Personal Capital Advisors Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
HBK Sorce Advisory LLC | 7 | 2 | 0.01% | 0.06% | 0.30% | Q2 2018 | Q3 2023 | 13 |
Westwind Capital | 9 | 4 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 13 |
Bogart Wealth, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Perigon Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2011 | Q3 2023 | 13 |
Magnus Financial Group LLC | 13 | 13 | 0.04% | 0.11% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Wealth CMT | 7 | 6 | 1.06% | 2.10% | 5.62% | Q4 2019 | Q1 2023 | 13 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q2 2023 | 13 |
Simmons Bank | 11 | 2 | 0.02% | 0.03% | 0.12% | Q4 2019 | Q1 2023 | 13 |
NovaPoint Capital, LLC | 7 | 2 | 0.08% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 13 |
Oakworth Capital, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BRANDES INVESTMENT PARTNERS, LP | 6 | 1 | 0.01% | 0.18% | 0.68% | Q4 2013 | Q4 2020 | 13 |
CONNABLE OFFICE INC | 4 | 1 | 0.03% | 0.19% | 0.63% | Q1 2016 | Q2 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.62% | 1.49% | 2.67% | Q4 2020 | Q3 2023 | 12 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 12 |
Beta Wealth Group, Inc. | 12 | 12 | 1.46% | 1.85% | 2.30% | Q4 2020 | Q3 2023 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 0.72% | 0.83% | 1.03% | Q4 2020 | Q3 2023 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Calamos Advisors LLC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.26% | 1.38% | Q4 2016 | Q4 2020 | 12 |
MOTCO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Moisand Fitzgerald Tamayo, LLC | 10 | 2 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2019 | 12 |
SHELTON CAPITAL MANAGEMENT | 3 | 1 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q1 2023 | 12 |
GREENLEAF TRUST | 12 | 12 | 0.13% | 0.18% | 0.22% | Q1 2014 | Q4 2016 | 12 |
RiverFront Investment Group, LLC | 12 | 12 | 0.52% | 0.91% | 2.30% | Q1 2011 | Q4 2013 | 12 |
JENNISON ASSOCIATES LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Country Club Trust Company, n.a. | 5 | 1 | 0.02% | 0.15% | 0.33% | Q4 2014 | Q4 2021 | 12 |
QS Investors, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q4 2020 | 12 |
CITY HOLDING CO | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SUMMIT FINANCIAL GROUP, INC. | 12 | 12 | 0.10% | 0.24% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Acorn Wealth Advisors, LLC | 12 | 12 | 0.32% | 0.49% | 0.69% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.13% | 0.20% | 0.38% | Q4 2015 | Q3 2018 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.02% | 0.21% | 0.48% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.11% | 0.16% | 0.23% | Q4 2019 | Q1 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.88% | 1.07% | 1.23% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 12 |
HSBC HOLDINGS PLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 12 |
WEBSTER BANK, N. A. | 12 | 12 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 12 |
HARDING LOEVNER LP | 5 | 1 | 0.00% | 0.08% | 0.28% | Q4 2015 | Q4 2022 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
CIBC Private Wealth Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 11 |
SCS Capital Management LLC | 11 | 11 | 0.02% | 0.07% | 0.26% | Q2 2013 | Q4 2015 | 11 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.54% | 1.71% | 3.16% | Q4 2019 | Q2 2022 | 11 |
MARIETTA INVESTMENT PARTNERS LLC | 11 | 11 | 0.14% | 0.21% | 0.24% | Q2 2013 | Q4 2015 | 11 |
Ausdal Financial Partners, Inc. | 7 | 2 | 0.03% | 1.11% | 3.59% | Q1 2016 | Q2 2022 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.07% | 0.20% | Q1 2021 | Q3 2023 | 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 11 |
BRIGHTON JONES LLC | 11 | 11 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q4 2015 | 11 |
Epstein & White Financial LLC | 11 | 11 | 0.11% | 3.09% | 7.24% | Q4 2018 | Q2 2021 | 11 |
Ranch Capital Advisors Inc. | 11 | 11 | 0.25% | 0.36% | 0.44% | Q2 2020 | Q4 2022 | 11 |
Sierra Capital LLC | 11 | 11 | 0.49% | 0.57% | 0.68% | Q1 2021 | Q3 2023 | 11 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.04% | 0.08% | 0.14% | Q3 2014 | Q3 2023 | 11 |
BlackRock Institutional Trust Company, N.A. | 11 | 11 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2015 | 11 |
NEXT Financial Group, Inc | 4 | 3 | 0.00% | 0.19% | 0.86% | Q3 2014 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.54% | 0.63% | 0.71% | Q1 2021 | Q3 2023 | 11 |
HM PAYSON & CO | 7 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 11 |
Frank, Rimerman Advisors LLC | 7 | 4 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 11 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 11 | 11 | 0.16% | 0.49% | 2.13% | Q1 2021 | Q3 2023 | 11 |
West Branch Capital LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CNB Bank | 10 | 10 | 0.03% | 0.22% | 0.43% | Q1 2018 | Q2 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CAPE COD FIVE CENTS SAVINGS BANK | 10 | 10 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2015 | 10 |
Sandy Spring Bank | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2022 | 10 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q2 2017 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2015 | 10 |
PHILADELPHIA TRUST CO | 10 | 10 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
First National Bank of Hutchinson | 10 | 10 | 0.15% | 0.27% | 0.41% | Q2 2021 | Q3 2023 | 10 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 10 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 10 |
Summit Financial Strategies, Inc. | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q1 2022 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 10 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 10 |
Brown Advisory Securities, LLC | 10 | 10 | 0.08% | 0.14% | 0.25% | Q2 2018 | Q3 2020 | 10 |
C M BIDWELL & ASSOCIATES LTD | 10 | 10 | 2.12% | 2.29% | 2.39% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Carnegie Capital Asset Management, LLC | 9 | 1 | 0.02% | 0.08% | 0.13% | Q2 2014 | Q3 2018 | 10 |
ASSETMARK, INC | 5 | 1 | 0.00% | 0.26% | 0.69% | Q3 2013 | Q3 2023 | 10 |
CITIZENS & NORTHERN CORP | 10 | 10 | 0.28% | 0.34% | 0.38% | Q2 2016 | Q3 2018 | 10 |
ALLIANCEBERNSTEIN L.P. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Sigma Planning Corp | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Perella Weinberg Partners Capital Management LP | 6 | 3 | 0.04% | 0.09% | 0.20% | Q4 2016 | Q2 2019 | 9 |
Fisher Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 9 |
Alpha Cubed Investments, LLC | 9 | 9 | 0.03% | 0.10% | 0.20% | Q1 2020 | Q1 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.04% | 0.19% | Q2 2013 | Q2 2015 | 9 |
HighTower Trust Company, N.A. | 8 | 1 | 0.07% | 0.16% | 0.25% | Q4 2016 | Q2 2022 | 9 |
PALLADIUM PARTNERS LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
FOSTER DYKEMA CABOT & CO INC/MA | 9 | 9 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q4 2019 | 9 |
WASHINGTON CAPITAL MANAGEMENT, INC | 9 | 9 | 1.53% | 1.65% | 1.86% | Q3 2021 | Q3 2023 | 9 |
Fortress Wealth Group, LLC | 9 | 9 | 0.53% | 2.64% | 9.04% | Q2 2021 | Q2 2023 | 9 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q4 2018 | 9 |
Polaris Wealth Advisory Group, LLC | 9 | 9 | 0.12% | 1.97% | 5.14% | Q4 2013 | Q4 2015 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.09% | 0.11% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Lido Advisors, LLC | 6 | 3 | 0.03% | 0.10% | 0.20% | Q3 2017 | Q3 2023 | 9 |
Faithward Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 3.23% | 4.14% | 5.57% | Q4 2021 | Q4 2023 | 9 |
SYM FINANCIAL Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.19% | 0.36% | 0.44% | Q4 2020 | Q4 2022 | 9 |
Cornerstone Wealth Group, LLC | 9 | 9 | 1.30% | 1.57% | 2.66% | Q2 2020 | Q2 2022 | 9 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 9 | 9 | 1.32% | 2.91% | 4.94% | Q4 2014 | Q4 2016 | 9 |
WOLFF WIESE MAGANA LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q4 2022 | 9 |
BlackRock Investment Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q4 2016 | 9 |
Rain Capital Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Prime Capital Investment Advisors, LLC | 9 | 9 | 0.01% | 0.19% | 0.54% | Q3 2021 | Q3 2023 | 9 |
Trust Co | 8 | 8 | 0.00% | 0.34% | 1.25% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.14% | 0.18% | 0.21% | Q4 2020 | Q3 2022 | 8 |
CASTLEARK MANAGEMENT LLC | 8 | 8 | 0.31% | 0.35% | 0.56% | Q4 2021 | Q3 2023 | 8 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2023 | 8 |
FIDUCIENT ADVISORS LLC | 8 | 8 | 0.61% | 0.91% | 1.36% | Q1 2018 | Q4 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.06% | 0.18% | Q4 2021 | Q3 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.02% | 0.20% | 0.53% | Q4 2020 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Astoria Strategic Wealth, Inc. | 8 | 8 | 0.73% | 0.81% | 0.93% | Q4 2021 | Q3 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
NISA INVESTMENT ADVISORS, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.27% | 0.82% | Q2 2015 | Q2 2018 | 8 |
HAYS ADVISORY LLC | 8 | 8 | 0.16% | 0.66% | 1.18% | Q4 2016 | Q3 2018 | 8 |
Advisors Capital Management, LLC | 5 | 1 | 0.01% | 0.32% | 0.61% | Q4 2018 | Q4 2022 | 8 |
Barrett Asset Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2022 | 8 |
Private Ocean, LLC | 8 | 8 | 0.08% | 0.10% | 0.11% | Q4 2013 | Q3 2015 | 8 |
DEARBORN CAPITAL MANAGEMENT LLC | 8 | 8 | 6.15% | 7.20% | 8.99% | Q4 2016 | Q3 2018 | 8 |
CHATHAM CAPITAL GROUP, INC. | 8 | 8 | 0.18% | 0.21% | 0.30% | Q1 2015 | Q4 2016 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q1 2015 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Stone House Investment Management, LLC | 8 | 8 | 0.16% | 0.57% | 1.78% | Q2 2020 | Q1 2022 | 8 |
Red Tortoise LLC | 4 | 4 | 1.35% | 1.48% | 1.68% | Q3 2021 | Q3 2023 | 8 |
Executive Wealth Management, LLC | 5 | 3 | 0.02% | 0.42% | 1.09% | Q4 2018 | Q1 2022 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 8 |
AGF Investments LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Glovista Investments LLC | 3 | 2 | 0.12% | 1.05% | 2.17% | Q2 2019 | Q1 2022 | 8 |
Psagot Value Holdings Ltd. | 8 | 8 | 0.02% | 0.06% | 0.14% | Q4 2019 | Q3 2021 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.04% | 0.12% | Q2 2015 | Q4 2019 | 8 |
DRW Securities, LLC | 3 | 1 | 0.07% | 0.43% | 0.93% | Q1 2019 | Q3 2023 | 8 |
Quantitative Investment Management, LLC | 5 | 1 | 0.08% | 0.19% | 0.55% | Q3 2020 | Q2 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Summit Trail Advisors, LLC | 7 | 1 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 8 |
9258 Wealth Management, LLC | 8 | 8 | 0.11% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Unconventional Investor, LLC | 8 | 8 | 0.57% | 0.65% | 0.77% | Q4 2021 | Q3 2023 | 8 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.08% | 0.16% | Q1 2022 | Q3 2023 | 7 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 1 | 0.49% | 4.11% | 6.65% | Q1 2014 | Q3 2019 | 7 |
Crescent Grove Advisors, LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Kovitz Investment Group Partners, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 7 |
MITCHELL SINKLER & STARR/PA | 6 | 1 | 0.06% | 0.21% | 0.24% | Q2 2013 | Q1 2015 | 7 |
Avantax Planning Partners, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
OLD NATIONAL BANCORP /IN/ | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 7 |
CMH Wealth Management LLC | 4 | 3 | 0.30% | 2.06% | 3.35% | Q2 2018 | Q3 2023 | 7 |
GYL FINANCIAL SYNERGIES, LLC | 7 | 7 | 0.13% | 0.21% | 0.44% | Q4 2018 | Q2 2020 | 7 |
John W. Brooker & Co., CPAs | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Surevest, LLC | 7 | 7 | 3.35% | 4.32% | 5.27% | Q1 2021 | Q3 2022 | 7 |
Avidian Wealth Solutions, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 7 |
MUFG Americas Holdings Corp | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2022 | 7 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.08% | 0.18% | Q1 2014 | Q1 2023 | 7 |
RENAISSANCE GROUP LLC | 2 | 1 | 0.01% | 0.11% | 0.31% | Q4 2013 | Q4 2018 | 7 |
SSI INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.08% | 0.22% | 0.33% | Q4 2019 | Q3 2021 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.15% | 0.39% | 0.58% | Q4 2021 | Q2 2023 | 7 |
WealthShield Partners, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 7 |
Sterling Manor Financial, LLC | 7 | 7 | 0.26% | 2.07% | 3.03% | Q4 2020 | Q2 2022 | 7 |
RPg Family Wealth Advisory, LLC | 7 | 7 | 0.01% | 0.34% | 0.60% | Q2 2017 | Q4 2018 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.94% | 1.57% | 2.40% | Q1 2017 | Q1 2020 | 7 |
Wellesley Investment Partners, LLC | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q3 2020 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Waverly Advisors, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.13% | 0.19% | 0.25% | Q4 2016 | Q2 2018 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RESTON WEALTH MANAGEMENT LLC | 7 | 7 | 0.13% | 0.15% | 0.15% | Q1 2021 | Q3 2022 | 7 |
Blue Chip Partners, LLC | 6 | 1 | 0.02% | 0.08% | 0.10% | Q4 2018 | Q3 2022 | 7 |
Versant Capital Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
BlackRock Fund Advisors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Nicholas Hoffman & Company, LLC. | 7 | 7 | 0.01% | 0.07% | 0.14% | Q1 2021 | Q3 2022 | 7 |
Balentine LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 0.68% | 2.10% | 3.13% | Q1 2013 | Q3 2014 | 7 |
Cranberry Lake Advisors LLC | 7 | 7 | 0.52% | 1.31% | 2.17% | Q2 2013 | Q4 2014 | 7 |
First Allied Advisory Services, Inc. | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2019 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
ICONIQ Capital, LLC | 7 | 7 | 0.05% | 0.15% | 0.19% | Q4 2014 | Q2 2016 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q4 2014 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
FCG ADVISORS, LLC | 7 | 7 | 0.11% | 0.41% | 0.57% | Q4 2018 | Q2 2020 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Mosaic Family Wealth, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 7 |
NOESIS CAPITAL MANGEMENT CORP | 7 | 7 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q4 2022 | 7 |
Relative Value Partners Group, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Capital Directions Investment Advisors, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q2 2015 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Hansberger Growth Investors, LP | 2 | 1 | 0.35% | 1.53% | 4.90% | Q4 2015 | Q1 2020 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
NorthCoast Asset Management LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 1 | 0.75% | 1.04% | 1.32% | Q3 2014 | Q3 2018 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.08% | 0.13% | 0.16% | Q4 2018 | Q1 2020 | 6 |
Southern Wealth Management, LLP | 5 | 1 | 0.12% | 0.95% | 3.20% | Q1 2020 | Q1 2023 | 6 |
Lehman Financial Resources, Inc. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q3 2015 | 6 |
Select Asset Management & Trust | 6 | 6 | 0.31% | 0.47% | 0.69% | Q1 2021 | Q2 2022 | 6 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.09% | 0.12% | 0.16% | Q3 2014 | Q3 2018 | 6 |
Lenox Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 3.49% | 6.30% | 8.16% | Q2 2022 | Q3 2023 | 6 |
American Financial Network Advisory Services LLC | 6 | 6 | 0.14% | 0.20% | 0.34% | Q3 2017 | Q4 2018 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ENCOMPASS WEALTH ADVISORS, LLC | 6 | 6 | 0.20% | 0.25% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.02% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Banco Santander, S.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Jordan Park Group LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
CAMBRIDGE TRUST CO | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2022 | 6 |
SPC Financial, Inc. | 5 | 1 | 0.06% | 0.23% | 0.44% | Q4 2021 | Q3 2023 | 6 |
CAHILL FINANCIAL ADVISORS INC | 5 | 1 | 0.02% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.16% | 0.27% | 0.40% | Q2 2022 | Q3 2023 | 6 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q4 2022 | 6 |
Savant Capital, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TD Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Bensler, LLC | 4 | 2 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Galvin, Gaustad & Stein, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
TCI Wealth Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 6 | 6 | 0.15% | 0.16% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Geneos Wealth Management Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 6 |
BOSTON FINANCIAL MANGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Dorsey Wright & Associates | 1 | 1 | 0.10% | 0.35% | 0.74% | Q4 2018 | Q4 2022 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
LaFleur & Godfrey LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2018 | Q1 2019 | 5 |
CAPITAL ONE FINANCIAL CORP | 5 | 5 | 0.04% | 0.30% | 0.47% | Q4 2020 | Q4 2021 | 5 |
COLUMBIA CAPITAL LLC | 5 | 5 | 3.87% | 4.50% | 4.80% | Q2 2013 | Q2 2014 | 5 |
HB Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Heritage Wealth Advisors | 5 | 5 | 0.01% | 0.46% | 0.58% | Q3 2022 | Q3 2023 | 5 |
55I, LLC | 5 | 5 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2022 | 5 |
WealthBridge Capital Management, LLC | 5 | 5 | 0.19% | 0.25% | 0.32% | Q4 2018 | Q4 2019 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 5 | 0.00% | 0.03% | 0.09% | Q4 2022 | Q4 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
New England Investment & Retirement Group, Inc. | 5 | 5 | 1.47% | 2.35% | 4.27% | Q3 2020 | Q3 2021 | 5 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.02% | 0.02% | 0.04% | Q3 2014 | Q4 2015 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.15% | 0.37% | Q4 2014 | Q2 2016 | 5 |
Verition Fund Management LLC | 3 | 2 | 0.04% | 0.48% | 2.20% | Q1 2016 | Q1 2018 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Live Your Vision, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
FINANCIAL CONSULATE, INC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q1 2022 | 5 |
CETERA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.12% | 0.33% | 0.54% | Q1 2016 | Q1 2017 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
EPG Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ballentine Partners, LLC | 3 | 2 | 0.00% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 5 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.03% | 1.12% | 1.42% | Q3 2022 | Q3 2023 | 5 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 5 | 5 | 0.05% | 0.16% | 0.30% | Q3 2018 | Q3 2019 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 0.54% | 0.68% | 1.16% | Q1 2020 | Q1 2021 | 5 |
State of Wyoming | 3 | 1 | 0.00% | 0.01% | 0.07% | Q1 2021 | Q3 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.01% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 5 |
Equitable Holdings, Inc. | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Allianz Asset Management GmbH | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
CERTUITY, LLC | 5 | 5 | 0.27% | 0.34% | 0.45% | Q3 2022 | Q3 2023 | 5 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2022 | 5 |
FIL Ltd | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2022 | 5 |
Gradient Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 5 |
Mader & Shannon Wealth Management, Inc. | 3 | 1 | 6.49% | 7.74% | 11.28% | Q1 2017 | Q2 2023 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Savior LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.07% | 0.29% | Q2 2013 | Q2 2021 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.56% | 0.63% | 0.70% | Q4 2022 | Q3 2023 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.21% | 0.37% | 0.52% | Q1 2019 | Q4 2019 | 4 |
RHUMBLINE ADVISERS | 4 | 4 | 0.01% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Gerstein Fisher | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q4 2015 | 4 |
SUN LIFE FINANCIAL INC | 4 | 4 | 0.01% | 0.05% | 0.17% | Q4 2015 | Q3 2016 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 4 | 4 | 0.01% | 0.06% | 0.08% | Q3 2017 | Q2 2018 | 4 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.06% | 0.11% | 0.25% | Q4 2018 | Q3 2019 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.31% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Marks Group Wealth Management, Inc | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Full Sail Capital, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q1 2019 | Q4 2019 | 4 |
CABANA LLC | 4 | 4 | 0.23% | 2.25% | 3.92% | Q4 2017 | Q3 2018 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Vident Investment Advisory, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 4 |
HARVEST CAPITAL MANAGEMENT INC | 4 | 4 | 0.48% | 5.43% | 7.22% | Q3 2018 | Q2 2019 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bragg Financial Advisors, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.07% | 0.24% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Destination Wealth Management | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q1 2022 | 4 |
Independent Advisor Alliance | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
TRUE Private Wealth Advisors | 4 | 4 | 0.16% | 0.21% | 0.35% | Q1 2019 | Q4 2019 | 4 |
AMJ Financial Wealth Management | 4 | 4 | 0.13% | 0.30% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Annandale Capital, LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.25% | 0.29% | 0.30% | Q1 2021 | Q4 2021 | 4 |
ROVIN CAPITAL /UT/ /ADV | 4 | 4 | 0.70% | 0.77% | 0.87% | Q4 2022 | Q3 2023 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Mayflower Financial Advisors, LLC | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 4.67% | 13.32% | 22.15% | Q2 2015 | Q1 2016 | 4 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Lee Financial Co | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Crescent Capital Consulting, LLC | 4 | 4 | 0.04% | 1.05% | 2.37% | Q1 2021 | Q4 2021 | 4 |
Grove Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.09% | 0.29% | 0.84% | Q4 2022 | Q3 2023 | 4 |
STRATEGIC CAPITAL ADVISERS, INC. | 4 | 4 | 0.39% | 0.48% | 0.55% | Q4 2017 | Q3 2018 | 4 |
Royal Harbor Partners, LLC | 2 | 2 | 1.53% | 3.72% | 5.00% | Q3 2020 | Q2 2023 | 4 |
Wealth Alliance | 2 | 1 | 0.07% | 0.13% | 0.17% | Q1 2020 | Q2 2022 | 4 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.16% | 0.47% | Q4 2015 | Q1 2020 | 4 |
Arlington Partners LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2017 | 4 |
Evercore Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2017 | 4 |
UNITED BANK | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Financial Council Asset Management Inc | 4 | 4 | 1.22% | 1.70% | 1.94% | Q4 2022 | Q3 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.14% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.21% | 0.38% | 0.83% | Q4 2017 | Q3 2018 | 4 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
STRS OHIO | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q4 2020 | 4 |
FIDUCIARY TRUST INTERNATIONAL LLC | 3 | 1 | 0.12% | 0.18% | 0.28% | Q2 2013 | Q4 2015 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 4 |
ROPES WEALTH ADVISORS LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 4 |
NEIRG Wealth Management, LLC | 3 | 3 | 0.11% | 0.15% | 0.17% | Q4 2022 | Q2 2023 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
BTC Capital Management, Inc. | 2 | 1 | 0.05% | 0.18% | 0.25% | Q3 2015 | Q4 2016 | 3 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Security National Bank | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.32% | 0.37% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q4 2022 | 3 |
Clarius Group, LLC | 2 | 1 | 0.22% | 0.26% | 0.33% | Q4 2015 | Q3 2022 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
South Shore Capital Advisors | 3 | 3 | 0.39% | 0.41% | 0.44% | Q4 2021 | Q2 2022 | 3 |
Choate Investment Advisors | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Watson Rebecca | 2 | 1 | 0.12% | 0.13% | 0.14% | Q4 2019 | Q3 2020 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.22% | 0.46% | 0.77% | Q2 2022 | Q4 2022 | 3 |
Smith Anglin Financial, LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
XPONANCE, INC. | 2 | 1 | 0.03% | 4.32% | 12.91% | Q1 2020 | Q4 2020 | 3 |
Cullen Capital Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.11% | 0.17% | 0.23% | Q1 2022 | Q2 2023 | 3 |
Keel Point, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q4 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q2 2017 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Maple Capital Management, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
1832 Asset Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
Trek Financial, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2018 | Q2 2019 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Cypress Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.10% | 0.16% | Q3 2018 | Q1 2019 | 3 |
Bleakley Financial Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Northwest Capital Management Inc | 2 | 1 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 3 |
QUANTUM CAPITAL MANAGEMENT | 1 | 1 | 0.08% | 0.17% | 0.22% | Q4 2016 | Q4 2019 | 3 |
WP Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 3 |
Sharkey, Howes & Javer | 3 | 3 | 0.01% | 0.28% | 0.43% | Q3 2015 | Q1 2016 | 3 |
OARSMAN CAPITAL, INC. | 3 | 3 | 0.10% | 0.17% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2020 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q2 2022 | 3 |
Chevy Chase Trust Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2020 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.04% | 0.56% | 1.26% | Q4 2020 | Q4 2022 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 3 |
Financial Services Advisory Inc | 3 | 3 | 3.39% | 7.04% | 9.32% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.04% | 0.25% | 0.67% | Q4 2021 | Q2 2022 | 3 |
Cardinal Point Wealth Management LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q3 2021 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.14% | 0.17% | 0.22% | Q1 2023 | Q3 2023 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2018 | Q3 2018 | 3 |
FIRST NATIONAL TRUST CO | 3 | 3 | 0.05% | 0.25% | 0.37% | Q1 2023 | Q3 2023 | 3 |
WCM INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 3 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Ironsides Asset Advisors, LLC | 3 | 3 | 0.70% | 0.85% | 1.06% | Q2 2019 | Q4 2019 | 3 |
JT Stratford LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EPIQ PARTNERS, LLC | 3 | 3 | 0.16% | 0.28% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Merriman Wealth Management, LLC | 2 | 1 | 0.74% | 0.92% | 1.28% | Q3 2016 | Q2 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Salient Capital Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q2 2017 | 3 |
NATIXIS ADVISORS, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.01% | 0.05% | 0.08% | Q1 2014 | Q3 2014 | 3 |
MAS Advisors LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Verdence Capital Advisors LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q4 2018 | 2 |
Pinnacle Advisory Group, Inc. | 2 | 2 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q1 2018 | 2 |
COZAD ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
Valentine Capital Asset Management, Inc. | 2 | 2 | 0.48% | 0.78% | 1.08% | Q1 2012 | Q2 2012 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Betterment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
MAD RIVER INVESTORS | 2 | 2 | 0.27% | 0.29% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Advance Capital Management, Inc. | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ACR Alpine Capital Research, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q4 2022 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
West Coast Asset Management | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2014 | Q3 2014 | 2 |
Evensky & Katz LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
PARK NATIONAL CORP /OH/ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Northeast Financial Group, Inc. | 2 | 2 | 3.27% | 3.34% | 3.41% | Q1 2021 | Q2 2021 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q1 2019 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 2 |
O'Connor Financial Group LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Madison Wealth Partners, Inc | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q3 2019 | Q4 2019 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Summit Equities Inc | 1 | 1 | 0.08% | 0.49% | 0.89% | Q4 2015 | Q4 2016 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Wade Financial Advisory, Inc | 2 | 2 | 0.29% | 0.31% | 0.33% | Q4 2019 | Q1 2020 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 2.54% | 2.57% | 2.61% | Q2 2023 | Q3 2023 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.06% | 0.98% | 1.91% | Q3 2019 | Q4 2019 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.68% | 0.68% | 0.69% | Q2 2023 | Q3 2023 | 2 |
Buffington Mohr McNeal | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2018 | Q1 2019 | 2 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2013 | 2 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 2 | 2 | 0.16% | 0.18% | 0.19% | Q1 2022 | Q2 2022 | 2 |
MAKENA CAPITAL MANAGEMENT LLC | 2 | 2 | 8.09% | 8.34% | 8.59% | Q2 2014 | Q3 2014 | 2 |
ASPIRIANT HOLDINGS S3, LLC | 2 | 2 | 3.78% | 4.31% | 4.84% | Q3 2015 | Q4 2015 | 2 |
KABOUTER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Family Asset Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 2 |
Granger Management LLC | 2 | 2 | 0.69% | 0.89% | 1.09% | Q2 2023 | Q3 2023 | 2 |
Monument Capital Management | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q4 2019 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Charles Schwab Trust Co | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2019 | Q4 2019 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
WealthStone, Inc. | 2 | 2 | 0.39% | 4.04% | 7.69% | Q1 2020 | Q2 2020 | 2 |
Capital Group Private Client Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 3.43% | 3.51% | 3.59% | Q2 2018 | Q3 2018 | 2 |
MILES CAPITAL, INC. | 2 | 2 | 0.15% | 0.18% | 0.20% | Q2 2013 | Q3 2013 | 2 |
MRA Associates USA LLC | 2 | 2 | 3.95% | 3.99% | 4.03% | Q2 2019 | Q3 2019 | 2 |
Landmark Financial Advisors, LLC | 2 | 2 | 1.13% | 1.25% | 1.37% | Q4 2014 | Q1 2015 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Truvvo Partners LLC | 2 | 2 | 0.16% | 0.22% | 0.28% | Q2 2021 | Q3 2021 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.21% | 0.40% | Q4 2014 | Q4 2019 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Wick Capital Partners, LLC | 2 | 2 | 0.24% | 0.29% | 0.34% | Q2 2022 | Q3 2022 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q3 2015 | 2 |
HawsGoodwin Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
StoneX Group Inc. | 2 | 2 | 0.78% | 0.90% | 1.03% | Q3 2016 | Q4 2016 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WRAPMANAGER INC | 1 | 1 | 0.11% | 0.15% | 0.19% | Q4 2021 | Q4 2022 | 2 |
Trail Ridge Investment Advisors, LLC | 2 | 2 | 0.27% | 0.48% | 0.69% | Q2 2022 | Q3 2022 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.28% | 0.95% | 1.63% | Q2 2022 | Q1 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BT Wealth Management LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2018 | Q1 2019 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.30% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 2 |
Seascape Capital Management | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q2 2015 | 2 |
SC&H Financial Advisors, Inc. | 2 | 2 | 0.19% | 0.21% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Canal Capital Management, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q1 2018 | Q2 2018 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.07% | 0.17% | 0.27% | Q4 2016 | Q4 2020 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
DENVER WEALTH MANAGEMENT, INC. | 1 | 1 | 1.58% | 1.70% | 1.82% | Q1 2021 | Q2 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.32% | 0.43% | 0.54% | Q4 2017 | Q1 2018 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2019 | Q4 2019 | 2 |
Holistic Financial Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2023 | Q3 2023 | 1 |
BFSG, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Summit X, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2020 | Q4 2020 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 5.63% | 5.63% | 5.63% | Q3 2023 | Q3 2023 | 1 |
WestHill Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Founders Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CONSILIO WEALTH ADVISORS, LLC | 1 | 1 | 9.29% | 9.29% | 9.29% | Q4 2021 | Q4 2021 | 1 |
Redwood Investments, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2022 | Q1 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Boston Common Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2015 | Q1 2015 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Aubrey Capital Management Ltd | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2022 | Q1 2022 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Retirement Group, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Aries Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ArchPoint Investors | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2014 | Q4 2014 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Curated Wealth Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
LOWE BROCKENBROUGH & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
NWI MANAGEMENT LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2015 | Q1 2015 | 1 |
CLEARY GULL INC. | 1 | 1 | 28.64% | 28.64% | 28.64% | Q1 2015 | Q1 2015 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Smithfield Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
1607 Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 6.64% | 6.64% | 6.64% | Q4 2018 | Q4 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Truepoint, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
First Financial Bank - Trust Division | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2016 | Q1 2016 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NFJ INVESTMENT GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PFS Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2022 | Q4 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
APPLETON GROUP, LLC | 1 | 1 | 12.28% | 12.28% | 12.28% | Q1 2016 | Q1 2016 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 4.10% | 4.10% | 4.10% | Q4 2018 | Q4 2018 | 1 |
Advisor OS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Vantage Investment Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
ERn Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Cardinal Point Wealth Management Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Belvedere Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
UNITED BANK, INC. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2016 | Q4 2016 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 1 | 1 | 6.18% | 6.18% | 6.18% | Q4 2015 | Q4 2015 | 1 |
Thiel Macro LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2018 | Q4 2018 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2014 | Q4 2014 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Van Cleef Asset Management,Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 6.79% | 6.79% | 6.79% | Q4 2015 | Q4 2015 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Matterhorn Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
Cairn Investment Group, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2022 | Q2 2022 | 1 |
Caprock Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2022 | Q4 2022 | 1 |
First Personal Financial Services | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2014 | Q3 2014 | 1 |
Daniels&Tansey,LLP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
Sapphire Star Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.