Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.01% | 0.02% | Q4 2010 | Q3 2022 | 48 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.01% | Q1 2012 | Q3 2023 | 46 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Callan Capital, LLC | 42 | 42 | 0.04% | 0.14% | 0.35% | Q2 2013 | Q3 2023 | 42 |
TRILLIUM ASSET MANAGEMENT, LLC | 42 | 42 | 0.03% | 0.16% | 0.84% | Q2 2013 | Q3 2023 | 42 |
Crestwood Advisors Group, LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Gibson Capital, LLC | 42 | 42 | 0.75% | 0.95% | 1.40% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Hilltop Holdings Inc. | 42 | 42 | 0.10% | 0.19% | 0.26% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.09% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.16% | 0.21% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.16% | 0.29% | 0.49% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
HOWE & RUSLING INC | 38 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
FORBES J M & CO LLP | 36 | 5 | 0.12% | 0.21% | 0.36% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisor Networks LLC | 40 | 40 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
JNBA Financial Advisors | 20 | 7 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 40 |
Creative Planning | 33 | 7 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 40 |
Blume Capital Management, Inc. | 40 | 40 | 0.04% | 0.11% | 0.16% | Q4 2013 | Q3 2023 | 40 |
Mariner, LLC | 40 | 40 | 0.03% | 0.09% | 0.13% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q3 2023 | 39 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 39 | 39 | 0.01% | 0.15% | 0.29% | Q1 2014 | Q3 2023 | 39 |
Manchester Capital Management LLC | 32 | 7 | 0.02% | 0.52% | 1.41% | Q2 2013 | Q3 2023 | 39 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.05% | 0.12% | 0.16% | Q2 2013 | Q3 2022 | 38 |
BALASA DINVERNO & FOLTZ LLC | 38 | 38 | 0.08% | 0.14% | 0.19% | Q2 2013 | Q3 2022 | 38 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 9 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q4 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 37 | 37 | 0.00% | 0.04% | 0.14% | Q3 2014 | Q3 2023 | 37 |
HM PAYSON & CO | 18 | 4 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 37 |
Barrett Asset Management, LLC | 36 | 36 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Boston Standard Wealth Management, LLC | 22 | 14 | 0.23% | 0.61% | 1.16% | Q4 2014 | Q4 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
BAILARD, INC. | 31 | 5 | 0.02% | 0.08% | 0.15% | Q3 2014 | Q3 2023 | 36 |
WHITTIER TRUST CO OF NEVADA INC | 35 | 35 | 0.01% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 35 |
Private Advisor Group, LLC | 34 | 1 | 0.01% | 0.05% | 0.11% | Q3 2014 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.02% | 0.07% | 0.10% | Q4 2014 | Q3 2023 | 35 |
Cranbrook Wealth Management, LLC | 34 | 34 | 0.12% | 0.42% | 0.94% | Q2 2015 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
Lenox Wealth Advisors, LLC | 27 | 3 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2022 | 34 |
Chevy Chase Trust Holdings, LLC | 34 | 34 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2021 | 34 |
BBR PARTNERS, LLC | 33 | 33 | 0.03% | 0.10% | 0.20% | Q3 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.02% | 0.05% | 0.12% | Q3 2015 | Q3 2023 | 33 |
TD Capital Management LLC | 28 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 33 |
Destination Wealth Management | 32 | 32 | 0.02% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 32 |
THRIVENT FINANCIAL FOR LUTHERANS | 22 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 32 |
PEOPLES BANK /OH | 32 | 32 | 0.30% | 0.42% | 0.56% | Q4 2015 | Q3 2023 | 32 |
WHITTIER TRUST CO | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Gradient Investments LLC | 29 | 3 | 0.00% | 0.10% | 0.38% | Q4 2014 | Q3 2023 | 32 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Sandy Spring Bank | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Cetera Advisors LLC | 19 | 12 | 0.01% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 31 |
ProVise Management Group, LLC | 31 | 31 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q4 2020 | 31 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 31 | 31 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
ADIRONDACK TRUST CO | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Baker Avenue Asset Management, LP | 27 | 4 | 0.03% | 0.09% | 0.32% | Q3 2015 | Q3 2023 | 31 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.01% | 0.02% | 0.14% | Q2 2016 | Q3 2023 | 30 |
Acropolis Investment Management, LLC | 30 | 30 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 30 |
BALDWIN BROTHERS LLC/MA | 30 | 30 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2023 | 30 |
Frontier Wealth Management LLC | 30 | 30 | 0.08% | 0.56% | 1.22% | Q1 2015 | Q2 2022 | 30 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 15 | 6 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 30 |
FIRST FOUNDATION ADVISORS | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 2 | 0.00% | 0.01% | 0.11% | Q4 2015 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 29 |
Cribstone Capital Management, LLC | 29 | 29 | 0.70% | 1.69% | 2.97% | Q4 2015 | Q4 2022 | 29 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.06% | 0.15% | 0.22% | Q1 2016 | Q3 2023 | 29 |
Brinker Capital Investments, LLC | 26 | 3 | 0.00% | 0.04% | 0.06% | Q2 2015 | Q4 2022 | 29 |
BESSEMER GROUP INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Shepherd Financial Partners LLC | 28 | 28 | 0.22% | 0.41% | 0.57% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.09% | 0.52% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.04% | 0.36% | 0.86% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.15% | 0.20% | 0.31% | Q1 2016 | Q4 2022 | 28 |
Evercore Wealth Management, LLC | 28 | 28 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q1 2022 | 28 |
Sterling Investment Advisors, Ltd. | 27 | 27 | 0.07% | 0.10% | 0.15% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Ledyard National Bank | 23 | 4 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2021 | 27 |
Snowden Capital Advisors LLC | 19 | 8 | 0.08% | 0.16% | 0.46% | Q4 2016 | Q3 2023 | 27 |
Buffington Mohr McNeal | 27 | 27 | 0.07% | 0.17% | 0.21% | Q1 2017 | Q3 2023 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.02% | 0.15% | Q4 2016 | Q3 2023 | 27 |
Meristem Family Wealth, LLC | 10 | 1 | 0.06% | 0.10% | 0.12% | Q2 2013 | Q1 2022 | 26 |
PITTENGER & ANDERSON INC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2019 | 26 |
D.A. DAVIDSON & CO. | 14 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 26 |
BlackRock Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.05% | 0.10% | Q2 2017 | Q3 2023 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 26 |
KEYBANK NATIONAL ASSOCIATION/OH | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Paracle Advisors, LLC | 21 | 5 | 0.14% | 0.92% | 2.86% | Q3 2014 | Q1 2021 | 26 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Boston Trust Walden Corp | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 22 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
First Allied Advisory Services, Inc. | 15 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2020 | 25 |
Betterment LLC | 25 | 25 | 0.14% | 0.25% | 0.44% | Q3 2017 | Q3 2023 | 25 |
Harfst & Associates, Inc. | 20 | 2 | 0.05% | 0.19% | 0.26% | Q2 2015 | Q3 2023 | 25 |
COLONY GROUP LLC | 13 | 2 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 25 |
Baird Financial Group, Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Migdal Insurance & Financial Holdings Ltd. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 24 | 24 | 0.02% | 0.12% | 0.30% | Q4 2017 | Q3 2023 | 24 |
SEI INVESTMENTS CO | 24 | 24 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Clearstead Trust, LLC | 11 | 3 | 0.01% | 0.07% | 0.11% | Q2 2017 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2019 | 24 |
Smithfield Trust Co | 24 | 24 | 0.01% | 0.03% | 0.16% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 11 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
BAHL & GAYNOR INC | 15 | 1 | 0.00% | 0.05% | 0.14% | Q4 2013 | Q2 2023 | 24 |
Prism Advisors, Inc. | 24 | 24 | 0.10% | 0.19% | 0.40% | Q4 2017 | Q3 2023 | 24 |
WoodTrust Financial Corp | 24 | 24 | 0.07% | 0.10% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Private Ocean, LLC | 23 | 23 | 0.03% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 23 |
Cerity Partners LLC | 23 | 23 | 0.01% | 0.05% | 0.39% | Q1 2018 | Q3 2023 | 23 |
Hudock, Inc. | 23 | 23 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2022 | 23 |
Chicago Partners Investment Group LLC | 23 | 23 | 0.05% | 0.08% | 0.11% | Q1 2018 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 23 |
Leonard Rickey Investment Advisors P.L.L.C. | 14 | 9 | 0.09% | 0.15% | 0.22% | Q4 2017 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2023 | 23 |
Dorsey & Whitney Trust CO LLC | 23 | 23 | 0.05% | 0.22% | 0.44% | Q1 2018 | Q3 2023 | 23 |
COMERICA BANK | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 23 |
FRANKLIN RESOURCES INC | 14 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
Accredited Investors Inc. | 22 | 22 | 0.06% | 0.23% | 0.38% | Q2 2018 | Q3 2023 | 22 |
ASSETMARK, INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 22 |
Schneider Downs Wealth Management Advisors, LP | 15 | 1 | 0.16% | 0.23% | 0.32% | Q1 2016 | Q3 2023 | 22 |
Advisory Services Network, LLC | 22 | 22 | 0.02% | 0.15% | 0.28% | Q2 2018 | Q3 2023 | 22 |
Litman Gregory Wealth Management LLC | 20 | 2 | 0.36% | 0.70% | 1.11% | Q1 2018 | Q3 2023 | 22 |
VICUS CAPITAL | 21 | 21 | 0.04% | 0.11% | 0.18% | Q3 2018 | Q3 2023 | 21 |
MainStreet Investment Advisors LLC | 18 | 3 | 0.03% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q4 2021 | 21 |
Polaris Wealth Advisory Group, LLC | 14 | 3 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Trellis Advisors, LLC | 21 | 21 | 0.45% | 1.13% | 1.51% | Q3 2018 | Q3 2023 | 21 |
Arbor Investment Advisors, LLC | 21 | 21 | 0.04% | 0.23% | 0.34% | Q3 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.01% | 0.21% | 0.47% | Q3 2018 | Q3 2023 | 21 |
GOULD ASSET MANAGEMENT LLC /CA/ | 21 | 21 | 0.07% | 0.09% | 0.13% | Q3 2018 | Q3 2023 | 21 |
C-J Advisory, Inc. | 21 | 21 | 1.58% | 2.70% | 4.63% | Q3 2016 | Q3 2021 | 21 |
Lowe Wealth Advisors, LLC | 21 | 21 | 0.08% | 0.16% | 0.22% | Q4 2018 | Q4 2023 | 21 |
RAYMOND JAMES TRUST N.A. | 21 | 21 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Brookstone Capital Management | 18 | 3 | 0.01% | 0.08% | 0.32% | Q2 2018 | Q3 2023 | 21 |
Geller Advisors LLC | 21 | 21 | 0.05% | 0.75% | 1.23% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q2 2023 | 21 |
Close Asset Management Ltd | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 10 | 2 | 0.01% | 0.14% | 0.23% | Q2 2017 | Q3 2023 | 20 |
Greenwich Wealth Management LLC | 20 | 20 | 0.04% | 0.07% | 0.18% | Q2 2016 | Q1 2021 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 20 |
BRINKER CAPITAL INC | 20 | 20 | 0.05% | 0.34% | 1.24% | Q3 2015 | Q2 2020 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 20 | 20 | 0.00% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Brio Consultants, LLC | 20 | 20 | 0.32% | 0.47% | 0.68% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q4 2022 | 20 |
Main Management LLC | 20 | 20 | 0.16% | 0.21% | 0.27% | Q2 2018 | Q1 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.09% | 0.22% | Q4 2015 | Q3 2020 | 20 |
TIEDEMANN ADVISORS, LLC | 20 | 20 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 20 |
VERITY Wealth Advisors | 20 | 20 | 0.23% | 0.40% | 0.57% | Q1 2019 | Q4 2023 | 20 |
FIDUCIARY TRUST CO | 20 | 20 | 0.04% | 0.18% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Gemmer Asset Management LLC | 18 | 1 | 0.56% | 0.98% | 1.18% | Q2 2014 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.04% | 0.10% | 0.22% | Q4 2018 | Q3 2023 | 19 |
Members Trust Co | 10 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 19 |
AJ WEALTH STRATEGIES, LLC | 19 | 19 | 0.06% | 0.11% | 0.23% | Q4 2018 | Q2 2023 | 19 |
Bigelow Investment Advisors, LLC | 19 | 19 | 0.14% | 0.30% | 0.46% | Q1 2019 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.22% | 0.34% | 0.40% | Q1 2019 | Q3 2023 | 19 |
CATAWBA CAPITAL MANAGEMENT /VA | 19 | 19 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q2 2018 | 19 |
Financial Insights, Inc. | 18 | 1 | 0.48% | 1.68% | 3.08% | Q4 2018 | Q3 2023 | 19 |
Fiera Capital Corp | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2019 | 19 |
ALTFEST L J & CO INC | 19 | 19 | 0.07% | 0.31% | 0.54% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
B. Riley Wealth Advisors, Inc. | 15 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 19 |
ZEVIN ASSET MANAGEMENT LLC | 10 | 2 | 0.04% | 0.28% | 3.05% | Q4 2016 | Q2 2023 | 19 |
Asset Dedication, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
PARSONS CAPITAL MANAGEMENT INC/RI | 19 | 19 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Allen Capital Group, LLC | 16 | 3 | 0.07% | 0.11% | 0.14% | Q4 2018 | Q3 2023 | 19 |
PRIO WEALTH LIMITED PARTNERSHIP | 19 | 19 | 0.02% | 0.07% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Community Financial Services Group, LLC | 18 | 18 | 0.09% | 0.18% | 0.30% | Q3 2017 | Q4 2021 | 18 |
Neumann Capital Management, LLC | 18 | 18 | 0.12% | 0.67% | 1.13% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Titus Wealth Management | 18 | 18 | 0.18% | 0.23% | 0.29% | Q1 2018 | Q2 2022 | 18 |
Willow Creek Wealth Management Inc. | 18 | 18 | 0.09% | 0.16% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Dougherty Wealth Advisers LLC | 18 | 18 | 0.03% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Hills Bank & Trust Co | 14 | 4 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 18 |
Mandatum Life Insurance Co Ltd | 18 | 18 | 0.08% | 0.18% | 0.39% | Q4 2015 | Q1 2020 | 18 |
White Lighthouse Investment Management Inc. | 18 | 18 | 0.12% | 0.31% | 0.40% | Q2 2019 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 18 | 18 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
ATLAS CAPITAL ADVISORS LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.01% | 0.14% | 0.36% | Q2 2013 | Q3 2017 | 18 |
Mascoma Wealth Management LLC | 12 | 6 | 0.01% | 1.70% | 3.29% | Q2 2018 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.08% | 0.35% | 0.49% | Q2 2019 | Q3 2023 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 8 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.05% | 0.21% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q1 2022 | 18 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q3 2023 | 17 |
HEADINVEST, LLC | 17 | 17 | 0.36% | 0.55% | 0.70% | Q3 2019 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Strategic Point Investment Advisors, LLC | 17 | 17 | 0.66% | 1.01% | 1.27% | Q3 2019 | Q3 2023 | 17 |
Bartlett & Co. LLC | 16 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2023 | 17 |
DeDora Capital, Inc. | 17 | 17 | 0.13% | 0.66% | 1.10% | Q4 2018 | Q4 2022 | 17 |
Edmonds Duncan Registered Investment Advisors, LLC | 14 | 3 | 0.08% | 0.11% | 0.13% | Q2 2019 | Q3 2023 | 17 |
Parkside Advisors LLC | 17 | 17 | 0.10% | 0.15% | 0.30% | Q4 2019 | Q4 2023 | 17 |
Sequoia Financial Advisors, LLC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
PRENTISS SMITH & CO INC | 16 | 1 | 0.04% | 0.06% | 0.10% | Q4 2014 | Q4 2021 | 17 |
First Horizon Advisors, Inc. | 17 | 17 | 0.21% | 0.32% | 0.63% | Q3 2019 | Q3 2023 | 17 |
BALLAST ADVISORS LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.51% | 0.76% | 1.07% | Q4 2019 | Q3 2023 | 16 |
Miracle Mile Advisors, LLC | 16 | 16 | 0.04% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2018 | 16 |
Institute for Wealth Management, LLC. | 14 | 1 | 0.01% | 0.25% | 0.37% | Q3 2014 | Q3 2023 | 16 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 16 | 0.06% | 0.12% | 0.20% | Q4 2018 | Q3 2022 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Arlington Financial Advisors, LLC | 16 | 16 | 0.17% | 0.85% | 1.35% | Q4 2019 | Q3 2023 | 16 |
Frisch Financial Group, Inc. | 14 | 2 | 0.14% | 0.16% | 0.23% | Q3 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
WEALTHSOURCE PARTNERS, LLC | 16 | 16 | 0.04% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
CRA Financial Services, LLC | 15 | 1 | 0.06% | 0.13% | 0.16% | Q4 2018 | Q2 2023 | 16 |
Ironwood Financial, llc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
Abbrea Capital, LLC | 14 | 1 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Integrated Wealth Concepts LLC | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
AFFINITY WEALTH MANAGEMENT LLC | 7 | 1 | 0.04% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 15 |
CIBC BANK USA | 15 | 15 | 0.08% | 0.08% | 0.09% | Q2 2016 | Q4 2019 | 15 |
Harborview Advisors, LLC | 15 | 15 | 0.18% | 0.24% | 0.33% | Q1 2018 | Q3 2021 | 15 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 13 | 2 | 0.25% | 0.67% | 1.68% | Q4 2019 | Q3 2023 | 15 |
Kistler-Tiffany Companies, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
LANDAAS & CO /WI /ADV | 12 | 1 | 0.11% | 0.13% | 0.15% | Q3 2017 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Well Done, LLC | 10 | 1 | 0.03% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 1.27% | 1.69% | 1.95% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Financial Architects, Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 15 |
Arete Wealth Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.04% | 0.16% | 0.28% | Q2 2020 | Q3 2023 | 14 |
GenTrust, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 8 | 6 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 14 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
AFFINIA FINANCIAL GROUP, LLC | 14 | 14 | 0.25% | 0.68% | 1.11% | Q1 2020 | Q2 2023 | 14 |
EP Wealth Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 14 |
BigSur Wealth Management LLC | 14 | 14 | 0.80% | 1.39% | 1.69% | Q2 2020 | Q3 2023 | 14 |
NORTHERN TRUST CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
EVERGREEN CAPITAL MANAGEMENT LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
ST GERMAIN D J CO INC | 10 | 3 | 0.02% | 0.10% | 0.42% | Q3 2020 | Q4 2023 | 13 |
Aurora Private Wealth, Inc. | 13 | 13 | 0.15% | 0.28% | 0.54% | Q3 2020 | Q3 2023 | 13 |
Van Hulzen Asset Management, LLC | 10 | 3 | 0.02% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 13 |
Peak Financial Management, Inc. | 13 | 13 | 0.10% | 0.14% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Patriot Wealth Management, Inc. | 13 | 13 | 0.10% | 0.51% | 0.82% | Q4 2015 | Q4 2018 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q4 2022 | 13 |
CIBC Private Wealth Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
JOHNSON INVESTMENT COUNSEL INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.01% | 0.07% | 0.12% | Q3 2015 | Q3 2023 | 13 |
Sigma Planning Corp | 13 | 13 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Mosaic Financial Partners, Inc. | 10 | 3 | 0.14% | 0.59% | 5.38% | Q1 2014 | Q2 2018 | 13 |
Tortoise Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 13 |
WealthShield Partners, LLC | 8 | 2 | 0.00% | 0.07% | 0.19% | Q1 2020 | Q3 2023 | 13 |
Great Diamond Partners, LLC | 12 | 1 | 0.07% | 0.19% | 0.29% | Q4 2019 | Q3 2023 | 13 |
Personal Wealth Partners | 13 | 13 | 0.61% | 0.76% | 0.92% | Q1 2019 | Q1 2022 | 13 |
PRICE T ROWE ASSOCIATES INC /MD/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
D'Orazio & Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
PRUDENTIAL FINANCIAL INC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Merit Financial Group, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
KFA Private Wealth Group, LLC | 12 | 12 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL COUNSELORS INC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
ETRADE Capital Management LLC | 12 | 12 | 0.01% | 0.15% | 0.28% | Q4 2017 | Q3 2020 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.40% | 0.45% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Sigma Investment Management Co | 12 | 12 | 0.25% | 0.30% | 0.38% | Q1 2013 | Q4 2015 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.55% | 0.82% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.30% | 0.32% | 0.34% | Q4 2020 | Q3 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
BURNS J W & CO INC/NY | 12 | 12 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
McClarren Financial Advisors, Inc. | 12 | 12 | 1.93% | 2.45% | 6.70% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.46% | 0.73% | 1.06% | Q4 2020 | Q3 2023 | 12 |
One Wealth Advisors, LLC | 12 | 12 | 0.10% | 0.64% | 1.37% | Q4 2020 | Q3 2023 | 12 |
Perigon Wealth Management, LLC | 10 | 1 | 0.01% | 0.04% | 0.05% | Q3 2011 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 1.25% | 1.50% | 1.77% | Q4 2020 | Q3 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.17% | 0.39% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.17% | 0.19% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 7 | 2 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 12 |
SAGE FINANCIAL GROUP INC | 12 | 12 | 0.15% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 2.39% | 5.04% | 8.50% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.54% | 0.77% | 1.03% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Banco Santander, S.A. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.01% | 0.08% | Q4 2019 | Q3 2022 | 12 |
AE Wealth Management LLC | 10 | 2 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 12 |
Aevitas Wealth Management, Inc. | 12 | 12 | 0.13% | 0.23% | 0.39% | Q4 2017 | Q3 2020 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Altus Wealth Group LLC | 12 | 12 | 0.26% | 0.51% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Baron Financial Group, LLC | 12 | 12 | 0.13% | 0.93% | 1.15% | Q3 2020 | Q2 2023 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 11 | 11 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q2 2019 | 11 |
Personal Capital Advisors Corp | 11 | 11 | 0.00% | 0.08% | 0.16% | Q1 2018 | Q3 2020 | 11 |
CHILDRESS CAPITAL ADVISORS, LLC | 11 | 11 | 0.53% | 0.73% | 0.95% | Q1 2021 | Q3 2023 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Horst & Graben Wealth Management LLC | 7 | 4 | 0.16% | 0.47% | 0.66% | Q3 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Sharkey, Howes & Javer | 8 | 3 | 0.09% | 0.62% | 1.17% | Q4 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.22% | 0.40% | Q4 2020 | Q3 2023 | 11 |
Braun-Bostich & Associates Inc. | 6 | 1 | 0.04% | 0.14% | 0.69% | Q1 2018 | Q4 2021 | 11 |
Certified Advisory Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 11 |
Austin Private Wealth, LLC | 7 | 4 | 0.06% | 0.16% | 0.26% | Q3 2020 | Q3 2023 | 11 |
Rossmore Private Capital | 11 | 11 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
RPg Family Wealth Advisory, LLC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q2 2017 | Q4 2019 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
BNP PARIBAS FINANCIAL MARKETS | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Claraphi Advisory Network, LLC | 10 | 1 | 0.06% | 0.22% | 0.38% | Q3 2019 | Q2 2022 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 11 | 11 | 0.53% | 0.88% | 1.14% | Q2 2019 | Q4 2021 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
PFG Advisors | 6 | 5 | 0.21% | 0.27% | 0.32% | Q3 2020 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Stuart Chaussee & Associates, Inc. | 10 | 10 | 0.04% | 0.06% | 0.22% | Q3 2017 | Q4 2019 | 10 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q2 2023 | 10 |
55I, LLC | 10 | 10 | 0.04% | 0.17% | 0.36% | Q2 2020 | Q3 2022 | 10 |
Merriman Wealth Management, LLC | 10 | 10 | 0.09% | 0.11% | 0.13% | Q1 2018 | Q2 2020 | 10 |
Wells Financial Advisors INC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 10 |
RETIREMENT INCOME SOLUTIONS, INC | 10 | 10 | 0.07% | 0.23% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Formidable Asset Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.21% | 0.42% | 0.56% | Q4 2020 | Q1 2023 | 10 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q1 2023 | 10 |
Enterprise Bank & Trust Co | 10 | 10 | 0.22% | 0.40% | 0.45% | Q1 2021 | Q2 2023 | 10 |
Perennial Investment Advisors, LLC | 7 | 3 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Old Port Advisors | 9 | 1 | 0.08% | 0.14% | 0.21% | Q1 2021 | Q3 2023 | 10 |
CreativeOne Wealth, LLC | 9 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 10 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q4 2013 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Cooper Financial Group | 10 | 10 | 0.11% | 0.13% | 0.16% | Q2 2019 | Q3 2021 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.04% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
APPLETON GROUP, LLC | 6 | 4 | 0.28% | 0.47% | 1.00% | Q3 2020 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.09% | Q1 2020 | Q2 2022 | 10 |
First Affirmative Financial Network | 10 | 10 | 2.55% | 4.43% | 5.63% | Q3 2021 | Q4 2023 | 10 |
EPG Wealth Management LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 9 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2017 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2020 | 9 |
Parcion Private Wealth LLC | 9 | 9 | 0.02% | 0.12% | 0.16% | Q2 2020 | Q2 2022 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2020 | 9 |
WNY Asset Management, LLC | 9 | 9 | 0.12% | 0.51% | 0.89% | Q3 2021 | Q3 2023 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2021 | 9 |
RFG Advisory, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Clear Harbor Asset Management, LLC | 9 | 9 | 0.01% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Vigilant Capital Management, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 9 |
Strategic Blueprint, LLC | 7 | 2 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 8 | 1 | 0.00% | 0.20% | 0.30% | Q3 2018 | Q4 2021 | 9 |
Firestone Capital Management | 9 | 9 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q4 2021 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 9 |
Wealth Alliance | 8 | 1 | 0.06% | 0.14% | 0.25% | Q2 2021 | Q3 2023 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.03% | 0.18% | Q4 2017 | Q2 2022 | 9 |
CAMBRIDGE TRUST CO | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Financial Advocates Investment Management | 9 | 9 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q4 2019 | 9 |
SigFig Wealth Management, LLC | 8 | 1 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Concert Wealth Management Inc. | 6 | 3 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q3 2016 | 9 |
HSBC HOLDINGS PLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2015 | 9 |
Strategic Wealth Partners Group, LLC | 9 | 9 | 0.06% | 0.40% | 0.54% | Q3 2021 | Q3 2023 | 9 |
RWA WEALTH PARTNERS, LLC | 7 | 2 | 0.01% | 0.12% | 0.22% | Q1 2018 | Q3 2020 | 9 |
WESBANCO BANK INC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Financial Services Advisory Inc | 4 | 4 | 0.55% | 0.84% | 1.50% | Q1 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 3.32% | 3.82% | 4.38% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Services | 8 | 8 | 0.12% | 0.29% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Partnervest Advisory Services LLC | 5 | 3 | 0.00% | 0.11% | 0.21% | Q4 2013 | Q3 2020 | 8 |
Weaver Consulting Group | 7 | 1 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q4 2021 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.52% | 0.68% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.02% | 0.04% | 0.09% | Q1 2017 | Q4 2018 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Sage Financial Management Group, Inc. | 6 | 1 | 0.10% | 0.22% | 0.30% | Q1 2021 | Q3 2023 | 8 |
Ballentine Partners, LLC | 5 | 3 | 0.11% | 0.28% | 0.57% | Q2 2013 | Q2 2018 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.05% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Onyx Bridge Wealth Group LLC | 8 | 8 | 0.13% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 1.33% | 1.38% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Ballew Advisors, Inc | 7 | 1 | 0.06% | 0.18% | 0.21% | Q3 2018 | Q1 2022 | 8 |
One Capital Management, LLC | 8 | 8 | 0.05% | 0.39% | 2.41% | Q4 2021 | Q3 2023 | 8 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 8 | 8 | 0.09% | 0.23% | 0.85% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Vivaldi Capital Management LP | 5 | 1 | 0.15% | 0.35% | 1.32% | Q3 2017 | Q3 2020 | 8 |
Abacus Wealth Partners, LLC | 8 | 8 | 0.07% | 0.13% | 0.17% | Q2 2021 | Q1 2023 | 8 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.08% | 0.22% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Bensler, LLC | 8 | 8 | 0.06% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Highmount Capital, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q1 2015 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.15% | 0.16% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Veritable, L.P. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
OPPENHEIMER & CO INC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.06% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
West Wealth Group, LLC | 8 | 8 | 0.17% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
FundX Investment Group, LLC | 7 | 1 | 0.12% | 1.80% | 12.66% | Q2 2016 | Q4 2021 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.84% | 1.11% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 0.30% | 0.44% | 0.60% | Q4 2021 | Q3 2023 | 8 |
BREMER TRUST NATIONAL ASSOCIATION | 4 | 3 | 0.06% | 0.10% | 0.20% | Q3 2016 | Q4 2018 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
AlphaCore Capital LLC | 4 | 1 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 7 |
Joel Isaacson & Co., LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.45% | 0.74% | 1.17% | Q1 2019 | Q3 2021 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.47% | 0.54% | 0.62% | Q4 2021 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.09% | 0.32% | 0.89% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.03% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.34% | 0.50% | 0.58% | Q2 2013 | Q4 2014 | 7 |
Mount Yale Investment Advisors, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.05% | 0.09% | Q1 2019 | Q1 2022 | 7 |
Avondale Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FLAGSTAR ADVISORS INC | 7 | 7 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q1 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Buttonwood Financial Group, LLC | 7 | 7 | 0.22% | 0.25% | 0.27% | Q2 2022 | Q4 2023 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q1 2022 | 7 |
Walkner Condon Financial Advisors LLC | 5 | 1 | 0.08% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 7 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2021 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
Revolve Wealth Partners, LLC | 6 | 6 | 0.07% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Francis Financial, Inc. | 6 | 6 | 5.78% | 6.91% | 8.19% | Q2 2022 | Q3 2023 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Community Bank, N.A. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CAMG Solamere Management, LLC | 4 | 2 | 0.10% | 0.11% | 0.11% | Q2 2018 | Q4 2019 | 6 |
KBC Group NV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
KANALY TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.10% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Prostatis Group LLC | 5 | 1 | 2.68% | 5.01% | 7.37% | Q1 2021 | Q4 2022 | 6 |
Efficient Advisors, LLC | 6 | 6 | 0.29% | 0.30% | 0.34% | Q1 2016 | Q2 2017 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
Vectors Research Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ascent Group, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Pensionmark Financial Group, LLC | 6 | 6 | 0.07% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
NATIONAL PLANNING CORP | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2014 | Q2 2017 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.18% | 0.18% | 0.19% | Q4 2020 | Q1 2022 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 6 |
Venturi Wealth Management, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Eagle Bay Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Highwater Wealth Management, LLC | 4 | 2 | 0.51% | 1.48% | 2.06% | Q3 2017 | Q3 2019 | 6 |
Catamount Wealth Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
First City Capital Management, Inc. | 6 | 6 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q2 2015 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 6 |
CX Institutional | 6 | 6 | 0.10% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Stratos Wealth Advisors, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
JOHN G ULLMAN & ASSOCIATES INC | 6 | 6 | 0.07% | 0.09% | 0.12% | Q3 2018 | Q4 2019 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Prospera Financial Services Inc | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 5 |
Ulrich Consultants & Investment Group, LLC | 5 | 5 | 0.98% | 3.07% | 5.05% | Q2 2022 | Q2 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2020 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.25% | 0.26% | 0.26% | Q3 2022 | Q3 2023 | 5 |
HBK Sorce Advisory LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q4 2016 | 5 |
Grant/GrossMendelsohn, LLC | 3 | 2 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Asset Allocation & Management Company, LLC | 5 | 5 | 0.64% | 1.09% | 1.74% | Q4 2019 | Q4 2020 | 5 |
BSW Wealth Partners | 5 | 5 | 0.11% | 0.23% | 0.68% | Q4 2018 | Q4 2019 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.28% | 0.31% | 0.32% | Q2 2013 | Q2 2014 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Integrity Financial Corp /WA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Wilson & Boucher Capital Management, LLC | 3 | 2 | 0.21% | 0.22% | 0.23% | Q4 2021 | Q3 2023 | 5 |
Bordeaux Wealth Advisors LLC | 5 | 5 | 0.40% | 0.45% | 0.50% | Q3 2022 | Q3 2023 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2021 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Spectrum Planning & Advisory Services Inc. | 5 | 5 | 0.25% | 0.33% | 0.43% | Q2 2022 | Q2 2023 | 5 |
Bridgewater Advisors Inc. | 5 | 5 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q2 2022 | 5 |
MA Private Wealth | 5 | 5 | 0.12% | 0.21% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Karn, Couzens & Associates, Inc. | 5 | 5 | 0.18% | 0.20% | 0.22% | Q1 2021 | Q1 2022 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.04% | 0.09% | Q3 2020 | Q2 2023 | 5 |
COMERICA SECURITIES,INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.02% | 2.27% | 5.80% | Q4 2021 | Q4 2022 | 5 |
Diversified, LLC | 4 | 1 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 5 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.07% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
CT Financial Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2017 | 5 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q2 2023 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 5 |
Smith & Howard Wealth Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q2 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.14% | 0.26% | 0.38% | Q4 2022 | Q3 2023 | 4 |
DOHJ, LLC | 4 | 4 | 1.01% | 1.20% | 1.39% | Q4 2022 | Q3 2023 | 4 |
American Money Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q2 2022 | 4 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q4 2017 | 4 |
Wealth Advisors of Tampa Bay, LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.10% | 0.23% | 0.51% | Q4 2022 | Q3 2023 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.37% | 0.42% | 0.51% | Q4 2022 | Q3 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mayflower Financial Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
DDFG, Inc | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Bristlecone Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Watson Rebecca | 4 | 4 | 0.46% | 0.61% | 0.73% | Q4 2019 | Q3 2020 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
ERn Financial, LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q1 2019 | Q4 2019 | 4 |
Baldrige Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Clean Yield Group | 2 | 2 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q2 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 0.72% | 0.78% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.15% | 0.17% | 0.18% | Q2 2021 | Q1 2022 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Weatherstone Capital Management | 3 | 1 | 0.16% | 0.23% | 0.36% | Q3 2017 | Q3 2018 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Financial Advisors, LLC | 4 | 4 | 0.24% | 0.25% | 0.26% | Q2 2021 | Q1 2022 | 4 |
Capital Directions Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Karp Capital Management Corp | 2 | 1 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2022 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.07% | 0.17% | 0.34% | Q2 2021 | Q1 2022 | 4 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Harrington Investments, INC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q3 2018 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Copperleaf Capital, LLC | 3 | 3 | 0.24% | 0.34% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
1832 Asset Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q1 2019 | 3 |
New England Professional Planning Group Inc. | 2 | 1 | 0.31% | 0.34% | 0.40% | Q3 2018 | Q1 2020 | 3 |
Roof Eidam Maycock Peralta, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Silversage Advisors | 3 | 3 | 0.26% | 0.33% | 0.47% | Q4 2019 | Q2 2020 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Dentgroup LLC | 3 | 3 | 0.23% | 0.39% | 0.54% | Q4 2021 | Q2 2022 | 3 |
VERUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Wealthsimple US, Ltd. | 3 | 3 | 0.28% | 1.66% | 4.32% | Q4 2019 | Q2 2020 | 3 |
PFG Investments, LLC | 3 | 3 | 1.07% | 1.10% | 1.14% | Q1 2023 | Q3 2023 | 3 |
Inscription Capital, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q2 2021 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 0.33% | 0.34% | 0.36% | Q1 2013 | Q3 2013 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
HALL LAURIE J TRUSTEE | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 3 |
Colorado Capital Management, Inc. | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2015 | Q2 2016 | 3 |
tru Independence LLC | 1 | 1 | 0.05% | 0.32% | 0.86% | Q2 2020 | Q2 2021 | 3 |
Seascape Capital Management | 3 | 3 | 1.01% | 1.16% | 1.23% | Q2 2021 | Q4 2021 | 3 |
Rice Partnership, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Freestone Capital Holdings, LLC | 3 | 3 | 0.13% | 0.16% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Ellevest, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q2 2021 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Erickson Financial Group, LLC | 3 | 3 | 0.49% | 0.66% | 0.76% | Q1 2022 | Q3 2022 | 3 |
Occidental Asset Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q3 2018 | Q1 2019 | 3 |
NorthLanding Financial Partners, LLC | 3 | 3 | 0.62% | 0.64% | 0.67% | Q3 2022 | Q1 2023 | 3 |
PREMIER ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q4 2021 | 3 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.08% | 0.17% | 0.36% | Q4 2022 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Stordahl Capital Management, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2018 | Q3 2018 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Adalta Capital Management LLC | 3 | 3 | 0.28% | 0.29% | 0.29% | Q2 2019 | Q4 2019 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 3 |
Momentum Advisors, LLC | 3 | 3 | 0.43% | 0.45% | 0.48% | Q2 2022 | Q4 2022 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q1 2017 | 3 |
Transform Wealth, LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q3 2020 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Rollins Financial | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q1 2019 | 2 |
HILLTOP WEALTH ADVISORS, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Capital One Investing, Inc. | 1 | 1 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q3 2019 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Aspire Wealth Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2013 | Q3 2013 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
JB Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Dunhill Financial, LLC | 2 | 2 | 13.03% | 13.66% | 14.29% | Q2 2023 | Q3 2023 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.16% | 0.24% | 0.32% | Q4 2021 | Q2 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Essential Planning, LLC. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q4 2016 | 2 |
Golden State Equity Partners | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q3 2021 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.21% | 0.33% | 0.45% | Q1 2020 | Q3 2020 | 2 |
Mission Creek Capital Partners, Inc. | 2 | 2 | 0.18% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Dragon Financial & Investment Group, LLC | 2 | 2 | 0.43% | 0.57% | 0.71% | Q2 2018 | Q3 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
RETIREMENT CAPITAL STRATEGIES | 2 | 2 | 0.39% | 0.39% | 0.39% | Q2 2018 | Q3 2018 | 2 |
MYECFO, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
BIP Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Centurion Wealth Management LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
S.A. Mason LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.15% | 0.19% | 0.23% | Q2 2021 | Q4 2021 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.47% | 0.67% | 0.86% | Q1 2020 | Q2 2020 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2018 | 2 |
Clarity Financial LLC | 1 | 1 | 0.25% | 0.29% | 0.32% | Q2 2021 | Q4 2021 | 2 |
AMERICAN CENTURY COMPANIES INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Argent Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.15% | 0.29% | Q3 2017 | Q1 2022 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EASTERN BANK | 1 | 1 | 0.17% | 0.18% | 0.20% | Q1 2019 | Q1 2020 | 2 |
Miramar Capital, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Waverton Investment Management Ltd | 2 | 2 | 0.23% | 0.23% | 0.24% | Q4 2015 | Q1 2016 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Birch Hill Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Opes Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2018 | Q3 2018 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2018 | Q3 2018 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
RESOLUTE FINANCIAL, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Arjuna Capital | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First International Bank & Trust | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
EQUITY INVESTMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
RIDGECREST WEALTH PARTNERS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MILLER HOWARD INVESTMENTS INC /NY | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Atria Investments, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
F3Logic, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2020 | Q3 2020 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Forefront Analytics, LLC | 1 | 1 | 4.29% | 4.29% | 4.29% | Q3 2018 | Q3 2018 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
ACG Wealth | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
IMPACTfolio, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2020 | Q2 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Granite Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Keel Point, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fifth Third Wealth Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q4 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2021 | Q4 2021 | 1 |
Ethic Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
NWAM LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.