Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 75 |
Citadel Advisors | 18 | 1 | 0.00% | 0.00% | 0.14% | Q1 2014 | Q3 2023 | 52 |
Rehmann Capital Advisory Group | 36 | 15 | 0.02% | 1.48% | 6.25% | Q3 2010 | Q3 2023 | 51 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.03% | Q1 2012 | Q3 2023 | 50 |
THRIVENT FINANCIAL FOR LUTHERANS | 33 | 1 | 0.00% | 0.08% | 0.45% | Q3 2014 | Q3 2023 | 49 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.58% | 1.04% | Q2 2013 | Q3 2023 | 49 |
HUNTINGTON NATIONAL BANK | 35 | 9 | 0.00% | 0.07% | 0.21% | Q4 2011 | Q3 2023 | 47 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.08% | 0.66% | 1.39% | Q4 2012 | Q3 2023 | 44 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.07% | Q2 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.03% | 0.08% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.10% | 0.35% | Q1 2013 | Q3 2023 | 43 |
Acropolis Investment Management, LLC | 42 | 42 | 0.07% | 1.29% | 4.03% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 2.91% | 8.23% | Q2 2013 | Q3 2023 | 42 |
Ifrah Financial Services, Inc. | 42 | 42 | 0.09% | 1.79% | 4.29% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.06% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FOSTER & MOTLEY INC | 42 | 42 | 0.26% | 0.95% | 1.79% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.02% | 0.50% | 0.97% | Q2 2013 | Q3 2023 | 42 |
NewSquare Capital LLC | 42 | 42 | 0.61% | 1.92% | 5.09% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.10% | 1.11% | 1.86% | Q2 2013 | Q3 2023 | 42 |
ST GERMAIN D J CO INC | 39 | 3 | 0.01% | 2.52% | 4.42% | Q2 2013 | Q4 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.02% | 0.16% | 0.56% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.33% | 1.74% | 5.72% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.05% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Hilltop Holdings Inc. | 42 | 42 | 0.35% | 2.14% | 6.28% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.11% | 0.65% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.67% | 3.10% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.24% | 0.85% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.03% | 0.17% | 0.39% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Sage Advisory Services, Ltd.Co. | 42 | 42 | 0.56% | 6.10% | 12.89% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q4 2023 | 42 |
Gradient Investments LLC | 42 | 42 | 0.00% | 2.45% | 4.34% | Q2 2013 | Q3 2023 | 42 |
IMA Wealth, Inc. | 42 | 42 | 0.10% | 0.21% | 0.43% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.03% | 0.17% | 0.50% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.49% | 0.98% | 3.13% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.07% | 0.46% | 1.38% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 40 | 1 | 0.34% | 0.64% | 1.26% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.20% | 1.17% | 3.61% | Q3 2013 | Q3 2023 | 41 |
Parkside Advisors LLC | 41 | 41 | 0.07% | 3.42% | 5.92% | Q4 2013 | Q4 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Korea Investment CORP | 41 | 41 | 0.13% | 0.27% | 0.56% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 39 | 39 | 0.00% | 0.16% | 0.44% | Q1 2014 | Q3 2023 | 40 |
SYNOVUS FINANCIAL CORP | 23 | 17 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 40 |
BAR HARBOR WEALTH MANAGEMENT | 40 | 40 | 0.02% | 0.22% | 0.35% | Q1 2013 | Q4 2022 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.53% | 2.24% | 7.63% | Q4 2013 | Q3 2023 | 40 |
Blue Edge Capital, LLC | 40 | 40 | 0.58% | 1.16% | 2.11% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 40 |
ALESCO ADVISORS LLC | 33 | 7 | 0.03% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 40 |
Dana Investment Advisors, Inc. | 18 | 3 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 39 |
Atria Investments, Inc | 23 | 2 | 0.03% | 0.18% | 0.42% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.28% | 0.42% | 0.66% | Q1 2014 | Q3 2023 | 39 |
LEUTHOLD GROUP, LLC | 20 | 19 | 0.25% | 2.51% | 4.93% | Q2 2013 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.08% | 0.49% | 1.28% | Q2 2013 | Q4 2022 | 39 |
Janney Montgomery Scott LLC | 38 | 1 | 0.01% | 0.16% | 0.63% | Q3 2013 | Q3 2023 | 39 |
Freedom Investment Management, Inc. | 33 | 5 | 0.03% | 0.15% | 1.18% | Q1 2013 | Q3 2023 | 38 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 38 | 38 | 0.10% | 0.29% | 0.62% | Q2 2013 | Q3 2022 | 38 |
Stadion Money Management, LLC | 37 | 37 | 0.01% | 0.78% | 1.26% | Q2 2013 | Q2 2022 | 38 |
Estate Counselors, LLC | 37 | 37 | 0.25% | 2.34% | 5.21% | Q3 2013 | Q3 2022 | 37 |
M&T BANK CORP | 21 | 4 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 37 |
FARMERS & MERCHANTS INVESTMENTS INC | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
DUBUQUE BANK & TRUST CO | 25 | 12 | 0.00% | 0.28% | 0.88% | Q1 2014 | Q3 2023 | 37 |
Invesco Ltd. | 20 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.03% | 0.34% | 1.84% | Q4 2014 | Q3 2023 | 36 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.03% | 0.07% | 0.19% | Q4 2014 | Q3 2023 | 36 |
Quantum Capital Management, LLC / NJ | 36 | 36 | 0.12% | 0.26% | 0.42% | Q2 2013 | Q1 2022 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.06% | 0.19% | Q4 2013 | Q3 2023 | 36 |
Concorde Asset Management, LLC | 36 | 36 | 0.31% | 1.63% | 3.36% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.17% | 0.88% | Q4 2014 | Q3 2023 | 36 |
CWM, LLC | 24 | 1 | 0.01% | 0.46% | 2.13% | Q3 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.07% | 0.29% | Q4 2014 | Q3 2023 | 36 |
State of Tennessee, Treasury Department | 35 | 35 | 0.16% | 0.54% | 1.92% | Q1 2015 | Q3 2023 | 35 |
BARCLAYS PLC | 17 | 1 | 0.00% | 0.05% | 0.34% | Q2 2013 | Q4 2022 | 35 |
Charles Schwab Investment Advisory, Inc. | 24 | 11 | 0.00% | 2.90% | 11.93% | Q2 2013 | Q3 2023 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.27% | 0.59% | 1.35% | Q1 2015 | Q3 2023 | 35 |
Simplicity Solutions, LLC | 28 | 7 | 0.01% | 0.60% | 3.83% | Q4 2014 | Q3 2023 | 35 |
Quantitative Advantage, LLC | 34 | 1 | 0.27% | 1.01% | 2.73% | Q4 2013 | Q1 2023 | 35 |
RAYMOND JAMES TRUST N.A. | 35 | 35 | 0.02% | 0.05% | 0.12% | Q1 2015 | Q3 2023 | 35 |
CAPTRUST FINANCIAL ADVISORS | 26 | 3 | 0.00% | 0.16% | 0.76% | Q3 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 35 |
SIGNET FINANCIAL MANAGEMENT, LLC | 26 | 9 | 0.10% | 0.52% | 1.39% | Q4 2014 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
BLAIR WILLIAM & CO/IL | 30 | 4 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 34 |
HM PAYSON & CO | 22 | 1 | 0.00% | 0.26% | 1.96% | Q2 2013 | Q1 2022 | 34 |
Barrett Asset Management, LLC | 34 | 34 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2021 | 34 |
DT Investment Partners, LLC | 34 | 34 | 2.89% | 4.67% | 8.48% | Q2 2013 | Q3 2021 | 34 |
MUFG Americas Holdings Corp | 29 | 1 | 0.00% | 0.05% | 0.27% | Q3 2013 | Q3 2022 | 33 |
TRUIST FINANCIAL CORP | 17 | 16 | 0.01% | 0.22% | 0.56% | Q2 2013 | Q3 2023 | 33 |
Eagle Ridge Investment Management | 33 | 33 | 0.07% | 1.21% | 2.78% | Q3 2015 | Q3 2023 | 33 |
Capital Analysts, LLC | 25 | 7 | 0.00% | 0.38% | 0.99% | Q2 2015 | Q3 2023 | 32 |
High Falls Advisors, Inc | 32 | 32 | 0.22% | 3.07% | 5.82% | Q4 2015 | Q3 2023 | 32 |
WRAPMANAGER INC | 25 | 7 | 0.14% | 0.69% | 1.52% | Q3 2012 | Q1 2023 | 32 |
FEDERATED HERMES, INC. | 27 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 32 |
Carroll Financial Associates, Inc. | 32 | 32 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2021 | 32 |
Alpha Cubed Investments, LLC | 32 | 32 | 0.02% | 0.47% | 1.15% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Allianz Asset Management GmbH | 27 | 5 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 32 |
Kepos Capital LP | 30 | 2 | 0.00% | 10.27% | 37.93% | Q3 2015 | Q3 2023 | 32 |
Brookstone Capital Management | 17 | 2 | 0.01% | 0.40% | 0.88% | Q2 2015 | Q3 2023 | 32 |
FRANKLIN RESOURCES INC | 23 | 8 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 31 |
Financial Advantage, Inc. | 20 | 1 | 0.04% | 0.12% | 0.35% | Q2 2013 | Q3 2023 | 31 |
Capital Investment Advisors, LLC | 18 | 4 | 0.02% | 1.15% | 3.11% | Q4 2013 | Q4 2023 | 31 |
Cetera Investment Advisers | 31 | 31 | 0.03% | 0.18% | 0.82% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.40% | 1.21% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.03% | 0.16% | 0.68% | Q4 2015 | Q3 2023 | 31 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 23 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.13% | 0.55% | Q2 2013 | Q3 2023 | 31 |
Pinnacle Advisory Group, Inc. | 29 | 1 | 0.05% | 0.16% | 0.34% | Q3 2013 | Q1 2021 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.10% | 0.55% | 1.88% | Q2 2013 | Q3 2020 | 30 |
Johnson Financial Group, Inc. | 30 | 30 | 0.00% | 0.36% | 1.16% | Q2 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.09% | 0.29% | 1.66% | Q1 2016 | Q3 2023 | 30 |
MILLENNIUM MANAGEMENT LLC | 16 | 2 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q2 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.03% | 0.14% | 0.22% | Q2 2016 | Q3 2023 | 30 |
COMERICA BANK | 27 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.46% | 1.17% | 1.87% | Q2 2013 | Q3 2020 | 30 |
Cypress Capital Group | 30 | 30 | 0.06% | 0.47% | 0.78% | Q2 2013 | Q3 2020 | 30 |
Betterment LLC | 30 | 30 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 30 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 1 | 0.12% | 0.39% | 1.41% | Q2 2015 | Q3 2023 | 29 |
People's United Financial, Inc. | 17 | 12 | 0.00% | 0.30% | 1.10% | Q2 2013 | Q1 2022 | 29 |
FCA CORP /TX | 28 | 1 | 0.11% | 0.48% | 2.96% | Q2 2013 | Q4 2021 | 29 |
DAVENPORT & Co LLC | 21 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 29 |
Archford Capital Strategies, LLC | 13 | 6 | 0.00% | 0.20% | 0.58% | Q1 2014 | Q3 2022 | 29 |
Laffer Tengler Investments, Inc. | 29 | 29 | 0.10% | 0.23% | 0.51% | Q1 2015 | Q1 2022 | 29 |
Regal Investment Advisors LLC | 17 | 1 | 0.01% | 0.48% | 2.26% | Q2 2013 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.10% | 0.46% | Q2 2014 | Q4 2021 | 29 |
NTV ASSET MANAGEMENT LLC | 15 | 14 | 0.04% | 0.10% | 0.42% | Q2 2013 | Q3 2023 | 29 |
Horan Securities, Inc. | 22 | 7 | 0.03% | 2.86% | 6.73% | Q1 2016 | Q2 2023 | 29 |
OPPENHEIMER & CO INC | 14 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 28 |
Parallax Volatility Advisers, L.P. | 21 | 3 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q4 2022 | 28 |
Winfield Associates, Inc. | 17 | 11 | 0.02% | 0.14% | 0.47% | Q4 2013 | Q1 2022 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.09% | 0.43% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.00% | 0.13% | 0.38% | Q4 2016 | Q3 2023 | 28 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 28 | 28 | 0.86% | 3.27% | 8.17% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.21% | 0.77% | Q4 2016 | Q3 2023 | 28 |
TOMPKINS FINANCIAL CORP | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.03% | 0.15% | 0.40% | Q3 2016 | Q3 2023 | 28 |
WHITTIER TRUST CO | 27 | 27 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.13% | 0.67% | Q1 2017 | Q3 2023 | 27 |
Haverford Financial Services, Inc. | 16 | 11 | 0.09% | 0.21% | 0.41% | Q3 2015 | Q3 2023 | 27 |
LAZARD ASSET MANAGEMENT LLC | 23 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.07% | 0.30% | 1.34% | Q2 2013 | Q4 2019 | 27 |
RKL Wealth Management LLC | 27 | 27 | 0.14% | 1.56% | 2.72% | Q1 2017 | Q3 2023 | 27 |
DUNCKER STREETT & CO INC | 16 | 11 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 27 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 12 | 0.00% | 0.18% | 0.67% | Q2 2013 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.09% | 0.34% | Q1 2017 | Q3 2023 | 27 |
AllSquare Wealth Management LLC | 25 | 2 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 27 |
Clear Harbor Asset Management, LLC | 24 | 3 | 0.04% | 0.08% | 0.22% | Q1 2015 | Q1 2023 | 27 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 13 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 27 |
RiverFront Investment Group, LLC | 18 | 2 | 0.19% | 2.07% | 6.82% | Q4 2008 | Q1 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.46% | 0.96% | 1.92% | Q4 2016 | Q3 2023 | 27 |
Frontier Wealth Management LLC | 18 | 9 | 0.00% | 1.06% | 3.24% | Q4 2014 | Q2 2022 | 27 |
PRUDENTIAL FINANCIAL INC | 22 | 5 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 27 |
B. Riley Wealth Advisors, Inc. | 24 | 1 | 0.00% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 27 |
FAS Wealth Partners, Inc. | 20 | 7 | 0.01% | 0.18% | 0.71% | Q2 2016 | Q3 2023 | 27 |
ALLIANCEBERNSTEIN L.P. | 25 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 12 | 0.03% | 0.15% | 0.32% | Q4 2016 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q3 2019 | 26 |
COLONY GROUP LLC | 9 | 1 | 0.01% | 0.06% | 0.32% | Q4 2013 | Q4 2021 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.02% | 0.17% | 0.44% | Q2 2017 | Q3 2023 | 26 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 26 | 0.71% | 1.48% | 4.50% | Q2 2017 | Q3 2023 | 26 |
Allworth Financial LP | 17 | 1 | 0.00% | 0.61% | 2.58% | Q4 2016 | Q3 2023 | 26 |
Millburn Ridgefield Corp | 26 | 26 | 0.00% | 0.04% | 0.21% | Q4 2016 | Q1 2023 | 26 |
Mitsubishi UFJ Trust & Banking Corp | 26 | 26 | 0.02% | 0.14% | 0.29% | Q2 2017 | Q3 2023 | 26 |
Shamrock Asset Management LLC | 26 | 26 | 0.01% | 0.26% | 1.34% | Q2 2013 | Q3 2019 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.05% | 0.28% | 0.77% | Q2 2017 | Q3 2023 | 26 |
MEEDER ASSET MANAGEMENT INC | 26 | 26 | 0.00% | 0.03% | 0.19% | Q1 2016 | Q2 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.23% | 0.58% | 0.75% | Q2 2013 | Q3 2019 | 26 |
Capital Investment Advisory Services, LLC | 26 | 26 | 0.00% | 0.10% | 0.20% | Q4 2016 | Q1 2023 | 26 |
DEUTSCHE BANK AG\ | 18 | 2 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 26 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.00% | 1.00% | 2.82% | Q3 2017 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.11% | 0.39% | Q1 2014 | Q3 2023 | 25 |
GAMBLE JONES INVESTMENT COUNSEL | 25 | 25 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2019 | 25 |
WHITTIER TRUST CO OF NEVADA INC | 23 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 25 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.03% | 0.07% | 0.27% | Q2 2013 | Q2 2019 | 25 |
Money Design Co.,Ltd. | 25 | 25 | 3.73% | 4.28% | 5.37% | Q3 2017 | Q3 2023 | 25 |
Sequoia Financial Advisors, LLC | 15 | 2 | 0.02% | 0.10% | 0.21% | Q1 2016 | Q3 2023 | 25 |
Brinker Capital Investments, LLC | 12 | 2 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q4 2022 | 25 |
Avalon Investment & Advisory | 24 | 24 | 0.02% | 1.32% | 2.50% | Q2 2017 | Q1 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.13% | 0.35% | 0.66% | Q4 2017 | Q3 2023 | 24 |
Forefront Analytics, LLC | 24 | 24 | 0.68% | 1.56% | 3.22% | Q4 2017 | Q3 2023 | 24 |
Hudock, Inc. | 16 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 24 |
Ameritas Investment Partners, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.00% | 0.34% | 1.04% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
LeJeune Puetz Investment Counsel LLC | 24 | 24 | 0.08% | 0.20% | 0.37% | Q4 2016 | Q3 2022 | 24 |
IndexIQ Advisors LLC | 24 | 24 | 0.08% | 1.07% | 2.78% | Q2 2016 | Q1 2022 | 24 |
Newman Dignan & Sheerar, Inc. | 24 | 24 | 0.01% | 0.27% | 1.76% | Q2 2016 | Q1 2022 | 24 |
Mirae Asset Global Investments Co., Ltd. | 23 | 1 | 0.00% | 0.12% | 0.43% | Q3 2015 | Q3 2023 | 24 |
BerganKDV Wealth Management, LLC | 24 | 24 | 1.96% | 3.53% | 5.05% | Q3 2017 | Q2 2023 | 24 |
1607 Capital Partners, LLC | 14 | 2 | 0.03% | 2.91% | 7.48% | Q1 2016 | Q2 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Cordasco Financial Network | 14 | 10 | 0.00% | 0.09% | 0.52% | Q4 2013 | Q3 2020 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.07% | 0.27% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 24 | 0.05% | 0.15% | 0.53% | Q4 2017 | Q3 2023 | 24 |
Shepherd Financial Partners LLC | 24 | 24 | 0.04% | 0.34% | 2.72% | Q4 2016 | Q3 2022 | 24 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 24 |
Chesapeake Wealth Management | 23 | 23 | 0.10% | 0.29% | 0.95% | Q1 2018 | Q3 2023 | 23 |
ROCKLAND TRUST CO | 23 | 23 | 0.65% | 1.99% | 2.63% | Q1 2018 | Q3 2023 | 23 |
PFS INVESTMENTS INC. | 23 | 23 | 1.00% | 1.59% | 3.06% | Q4 2017 | Q2 2023 | 23 |
Anchor Investment Management, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2021 | 23 |
Financial Advocates Investment Management | 12 | 11 | 0.02% | 0.14% | 0.60% | Q4 2017 | Q3 2023 | 23 |
Torch Wealth Management LLC | 19 | 4 | 0.23% | 0.31% | 0.37% | Q4 2013 | Q4 2019 | 23 |
Vigilant Capital Management, LLC | 20 | 1 | 0.00% | 0.11% | 2.30% | Q2 2013 | Q1 2022 | 23 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.07% | 0.13% | 0.22% | Q1 2018 | Q3 2023 | 23 |
FIRST AMERICAN TRUST, FSB | 9 | 1 | 0.04% | 0.15% | 0.59% | Q2 2015 | Q3 2023 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 0.10% | 0.78% | 2.12% | Q1 2018 | Q3 2023 | 23 |
Aveo Capital Partners, LLC | 11 | 1 | 0.05% | 0.20% | 0.47% | Q4 2016 | Q3 2023 | 23 |
Integrated Wealth Concepts LLC | 22 | 22 | 0.07% | 0.33% | 0.68% | Q2 2018 | Q3 2023 | 22 |
Sowell Financial Services LLC | 10 | 2 | 0.03% | 0.12% | 0.24% | Q1 2017 | Q3 2023 | 22 |
BARINGS LLC | 20 | 2 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 22 |
CAHABA WEALTH MANAGEMENT, INC. | 22 | 22 | 0.06% | 0.18% | 0.38% | Q2 2018 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 22 | 22 | 0.00% | 0.23% | 0.70% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 21 | 1 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 22 |
Opus Capital Group, LLC | 22 | 22 | 0.09% | 0.30% | 0.51% | Q2 2013 | Q3 2018 | 22 |
Linscomb & Williams, Inc. | 22 | 22 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q4 2021 | 22 |
FC Advisory LLC | 22 | 22 | 0.16% | 0.49% | 0.65% | Q3 2018 | Q4 2023 | 22 |
Venturi Wealth Management, LLC | 9 | 2 | 0.02% | 0.12% | 0.29% | Q4 2015 | Q3 2023 | 22 |
QS Investors, LLC | 22 | 22 | 0.00% | 0.08% | 0.11% | Q4 2015 | Q1 2021 | 22 |
PFG Advisors | 17 | 5 | 0.05% | 0.36% | 0.81% | Q4 2017 | Q3 2023 | 22 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 14 | 1 | 0.10% | 0.55% | 2.92% | Q3 2015 | Q3 2022 | 22 |
AJ WEALTH STRATEGIES, LLC | 22 | 22 | 0.06% | 0.50% | 1.21% | Q1 2018 | Q2 2023 | 22 |
Forward Management, LLC | 22 | 22 | 0.06% | 0.10% | 0.18% | Q2 2013 | Q3 2018 | 22 |
Fort Point Capital Partners LLC | 14 | 8 | 0.09% | 0.51% | 1.22% | Q3 2015 | Q3 2023 | 22 |
TRUE Private Wealth Advisors | 22 | 22 | 0.30% | 0.42% | 0.70% | Q2 2018 | Q3 2023 | 22 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.09% | 1.07% | 2.97% | Q3 2015 | Q3 2023 | 22 |
Day & Ennis, LLC | 18 | 4 | 0.21% | 0.70% | 1.20% | Q1 2017 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 6 | 0.02% | 0.08% | 0.14% | Q4 2016 | Q3 2023 | 22 |
WEALTHSOURCE PARTNERS, LLC | 19 | 3 | 0.07% | 1.10% | 3.10% | Q1 2016 | Q3 2023 | 22 |
UMB Bank, n.a. | 22 | 22 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 17 | 1 | 0.00% | 0.39% | 2.11% | Q2 2017 | Q3 2023 | 21 |
AFAM CAPITAL, INC. | 21 | 21 | 0.09% | 1.42% | 3.81% | Q2 2013 | Q2 2018 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.02% | 0.16% | 0.67% | Q3 2018 | Q3 2023 | 21 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2021 | 21 |
Asset Management One Co., Ltd. | 20 | 1 | 0.00% | 0.21% | 0.45% | Q2 2018 | Q3 2023 | 21 |
Intellectus Partners, LLC | 19 | 2 | 0.06% | 0.18% | 0.35% | Q2 2018 | Q3 2023 | 21 |
BESSEMER GROUP INC | 8 | 3 | 0.00% | 0.02% | 0.20% | Q2 2016 | Q3 2023 | 21 |
Baystate Wealth Management LLC | 12 | 1 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 21 |
CEDAR CAPITAL, LLC | 17 | 4 | 0.10% | 0.94% | 3.50% | Q1 2016 | Q3 2021 | 21 |
Sandy Spring Bank | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.05% | 0.60% | 1.62% | Q3 2018 | Q3 2023 | 21 |
Polaris Wealth Advisory Group, LLC | 7 | 1 | 0.00% | 2.00% | 3.87% | Q2 2014 | Q3 2023 | 21 |
Tortoise Investment Management, LLC | 17 | 4 | 0.02% | 3.43% | 8.31% | Q4 2012 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 16 | 1 | 0.03% | 0.14% | 0.40% | Q3 2017 | Q3 2023 | 21 |
SevenBridge Financial Group, LLC | 13 | 8 | 0.00% | 0.04% | 0.13% | Q2 2016 | Q3 2021 | 21 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 2 | 0.02% | 0.05% | 0.21% | Q4 2016 | Q3 2023 | 21 |
PROTECTIVE LIFE CORP | 20 | 20 | 9.17% | 11.11% | 12.14% | Q3 2018 | Q2 2023 | 20 |
Homrich & Berg | 16 | 4 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q1 2021 | 20 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q1 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 1.27% | 3.84% | Q4 2018 | Q3 2023 | 20 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.05% | 2.63% | 19.66% | Q2 2013 | Q1 2018 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 0.00% | 0.16% | 1.57% | Q2 2013 | Q1 2018 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.08% | 0.36% | 0.78% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.11% | Q4 2017 | Q3 2022 | 20 |
Richard Bernstein Advisors LLC | 10 | 1 | 0.00% | 2.18% | 6.44% | Q3 2016 | Q3 2023 | 20 |
First Heartland Consultants, Inc. | 12 | 2 | 0.01% | 0.09% | 0.16% | Q4 2015 | Q3 2023 | 20 |
Cypress Wealth Services, LLC | 20 | 20 | 0.08% | 0.58% | 1.55% | Q4 2018 | Q3 2023 | 20 |
Financial Advisory Group | 20 | 20 | 0.06% | 0.62% | 2.53% | Q4 2018 | Q3 2023 | 20 |
Simply Money Advisors | 20 | 20 | 0.05% | 5.40% | 13.78% | Q2 2013 | Q1 2018 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.51% | 4.12% | 7.18% | Q4 2018 | Q3 2023 | 20 |
Trek Financial, LLC | 20 | 20 | 0.06% | 0.50% | 1.04% | Q4 2018 | Q3 2023 | 20 |
Koshinski Asset Management, Inc. | 13 | 2 | 0.06% | 0.29% | 1.37% | Q4 2014 | Q3 2023 | 20 |
PROFFITT & GOODSON INC | 20 | 20 | 0.54% | 0.80% | 1.10% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.36% | 3.33% | Q4 2014 | Q3 2019 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.07% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Stone House Investment Management, LLC | 15 | 2 | 0.00% | 2.09% | 5.44% | Q4 2016 | Q3 2023 | 20 |
Evercore Wealth Management, LLC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2020 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.15% | 0.27% | Q4 2018 | Q3 2023 | 20 |
STEPHENS INC /AR/ | 16 | 3 | 0.00% | 0.04% | 0.17% | Q2 2018 | Q3 2023 | 19 |
TCI Wealth Advisors, Inc. | 18 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q1 2023 | 19 |
IFG Advisory, LLC | 12 | 2 | 0.02% | 0.08% | 0.21% | Q2 2018 | Q3 2023 | 19 |
RFG Advisory, LLC | 12 | 1 | 0.04% | 0.29% | 0.54% | Q2 2015 | Q3 2023 | 19 |
DAVIDSON INVESTMENT ADVISORS | 19 | 19 | 0.02% | 1.16% | 2.90% | Q2 2013 | Q4 2017 | 19 |
Gladstone Institutional Advisory LLC | 18 | 1 | 0.04% | 0.08% | 0.21% | Q4 2018 | Q3 2023 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.08% | 0.78% | 1.95% | Q4 2018 | Q3 2023 | 19 |
CENTRAL TRUST Co | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.04% | 0.14% | 0.30% | Q1 2019 | Q3 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.14% | 0.40% | 1.17% | Q1 2019 | Q3 2023 | 19 |
Laurel Wealth Advisors LLC | 19 | 19 | 0.00% | 0.47% | 1.24% | Q1 2019 | Q3 2023 | 19 |
Strategic Wealth Partners, Ltd. | 18 | 1 | 0.01% | 2.41% | 3.92% | Q1 2018 | Q1 2023 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.02% | 0.40% | 3.38% | Q2 2013 | Q4 2017 | 19 |
Summit X, LLC | 13 | 6 | 0.02% | 0.68% | 2.11% | Q4 2018 | Q3 2023 | 19 |
FIRST NATIONAL CORP /MA/ /ADV | 14 | 5 | 0.14% | 0.44% | 1.28% | Q4 2018 | Q3 2023 | 19 |
Mutual Advisors, LLC | 19 | 19 | 0.06% | 0.13% | 0.28% | Q1 2019 | Q3 2023 | 19 |
Weatherstone Capital Management | 19 | 19 | 0.16% | 1.57% | 4.76% | Q2 2013 | Q4 2017 | 19 |
Mariner, LLC | 15 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 19 |
HANCOCK WHITNEY CORP | 18 | 1 | 0.03% | 2.96% | 4.92% | Q4 2018 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 19 |
Icon Wealth Partners, LLC | 14 | 1 | 0.01% | 0.74% | 1.69% | Q4 2017 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 13 | 1 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q3 2023 | 19 |
American Financial Advisors, LLC | 19 | 19 | 0.04% | 0.32% | 1.07% | Q1 2019 | Q3 2023 | 19 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19 | 19 | 0.00% | 0.15% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Blankinship & Foster, LLC | 13 | 6 | 0.15% | 0.49% | 2.32% | Q4 2018 | Q3 2023 | 19 |
WEBSTER BANK, N. A. | 10 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 19 |
EP Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.06% | 0.12% | Q4 2013 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.35% | 0.76% | 1.32% | Q4 2018 | Q2 2023 | 19 |
RPg Family Wealth Advisory, LLC | 14 | 1 | 0.00% | 0.06% | 0.32% | Q3 2017 | Q1 2023 | 19 |
Clearwater Capital Advisors, LLC | 14 | 1 | 0.04% | 1.12% | 4.59% | Q4 2016 | Q3 2023 | 18 |
Financial Architects, Inc | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2019 | 18 |
Covington Capital Management | 18 | 18 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2017 | 18 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.07% | 2.42% | 5.34% | Q4 2018 | Q3 2023 | 18 |
Kovack Advisors, Inc. | 8 | 3 | 0.03% | 0.10% | 0.25% | Q3 2016 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BOKF, NA | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.08% | 0.34% | 0.66% | Q2 2019 | Q3 2023 | 18 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q4 2023 | 18 |
GREAT LAKES ADVISORS, LLC | 18 | 18 | 0.07% | 0.09% | 0.12% | Q1 2014 | Q2 2018 | 18 |
Bay Harbor Wealth Management, LLC | 12 | 6 | 0.04% | 1.12% | 3.10% | Q4 2018 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 18 |
EVERGREEN CAPITAL MANAGEMENT LLC | 18 | 18 | 0.39% | 1.12% | 3.63% | Q2 2019 | Q3 2023 | 18 |
US FINANCIAL ADVISORS, LLC | 12 | 6 | 0.01% | 1.22% | 2.02% | Q4 2014 | Q3 2023 | 18 |
Western Wealth Management, LLC | 11 | 3 | 0.03% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 18 |
SCOTIA CAPITAL INC. | 18 | 18 | 0.00% | 0.05% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Pensionmark Financial Group, LLC | 12 | 6 | 0.07% | 0.20% | 0.51% | Q4 2018 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 18 | 18 | 0.03% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 18 | 18 | 0.00% | 0.08% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Kingsview Wealth Management, LLC | 12 | 6 | 0.06% | 0.32% | 0.62% | Q1 2019 | Q3 2023 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2017 | 18 |
Patten Group, Inc. | 18 | 18 | 0.09% | 0.35% | 0.59% | Q2 2019 | Q3 2023 | 18 |
EXANE DERIVATIVES | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
LOOMIS SAYLES & CO L P | 9 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 17 |
OmniStar Financial Group, Inc. | 10 | 2 | 0.18% | 0.80% | 2.34% | Q4 2017 | Q4 2022 | 17 |
Advocacy Wealth Management Services, LLC | 16 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2022 | 17 |
GeoWealth Management, LLC | 17 | 17 | 0.04% | 0.17% | 0.35% | Q3 2019 | Q3 2023 | 17 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 2 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 17 |
Csenge Advisory Group | 17 | 17 | 0.03% | 0.15% | 0.27% | Q3 2019 | Q3 2023 | 17 |
Prospera Financial Services Inc | 14 | 1 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 17 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.02% | 1.04% | 2.23% | Q4 2017 | Q2 2023 | 17 |
Lattice Strategies LLC | 17 | 17 | 0.16% | 0.45% | 2.21% | Q2 2013 | Q2 2017 | 17 |
JNBA Financial Advisors | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2021 | 17 |
Municipal Employees' Retirement System of Michigan | 17 | 17 | 0.37% | 1.22% | 2.29% | Q3 2019 | Q3 2023 | 17 |
Prestige Wealth Management Group LLC | 17 | 17 | 0.04% | 0.08% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Ledyard National Bank | 17 | 17 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q4 2018 | 17 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 17 |
CUTLER INVESTMENT COUNSEL LLC | 17 | 17 | 0.09% | 2.01% | 2.69% | Q2 2019 | Q2 2023 | 17 |
Cooper Financial Group | 17 | 17 | 0.13% | 0.51% | 2.25% | Q3 2019 | Q3 2023 | 17 |
Verdence Capital Advisors LLC | 16 | 1 | 0.05% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 17 |
Proficio Capital Partners LLC | 11 | 1 | 0.01% | 1.78% | 5.72% | Q2 2018 | Q2 2023 | 17 |
BTS Asset Management, Inc. | 10 | 7 | 0.01% | 0.94% | 6.89% | Q2 2019 | Q3 2023 | 17 |
Avidian Wealth Solutions, LLC | 17 | 17 | 0.09% | 3.10% | 4.92% | Q3 2019 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 17 |
CABOT WEALTH MANAGEMENT INC | 17 | 17 | 0.04% | 1.56% | 4.35% | Q3 2019 | Q3 2023 | 17 |
COMERICA SECURITIES INC | 10 | 7 | 0.03% | 0.35% | 1.60% | Q2 2013 | Q2 2018 | 17 |
KWMG, LLC | 17 | 17 | 1.22% | 1.37% | 1.85% | Q3 2019 | Q3 2023 | 17 |
Catalyst Capital Advisors LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Semmax Financial Advisors Inc. | 16 | 1 | 0.06% | 1.95% | 3.31% | Q1 2019 | Q3 2023 | 17 |
COMERICA SECURITIES,INC. | 13 | 4 | 0.23% | 0.55% | 1.03% | Q2 2019 | Q3 2023 | 17 |
Cypress Capital, LLC | 6 | 2 | 0.10% | 0.30% | 0.45% | Q4 2018 | Q3 2023 | 17 |
Antonetti Capital Management LLC | 9 | 1 | 0.06% | 2.10% | 4.26% | Q2 2010 | Q3 2023 | 16 |
Lido Advisors, LLC | 16 | 16 | 0.00% | 0.02% | 0.15% | Q4 2019 | Q3 2023 | 16 |
TCW GROUP INC | 16 | 16 | 0.04% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.21% | 1.00% | 2.53% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.11% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 16 |
SVB WEALTH LLC | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Moors & Cabot, Inc. | 13 | 1 | 0.02% | 0.05% | 0.06% | Q1 2016 | Q3 2023 | 16 |
WINTRUST INVESTMENTS LLC | 5 | 2 | 0.04% | 0.10% | 0.25% | Q3 2016 | Q3 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 3.72% | 6.13% | 11.18% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.13% | 0.22% | 0.35% | Q2 2013 | Q1 2017 | 16 |
Private Capital Group, LLC | 9 | 7 | 0.00% | 0.09% | 0.21% | Q1 2018 | Q2 2022 | 16 |
Stelac Advisory Services LLC | 16 | 16 | 0.09% | 0.92% | 2.26% | Q4 2019 | Q3 2023 | 16 |
Lineweaver Wealth Advisors, LLC | 16 | 16 | 0.12% | 1.58% | 3.41% | Q4 2019 | Q3 2023 | 16 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.04% | 0.73% | 1.79% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.05% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 16 |
FIRST MANHATTAN CO. LLC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
Perella Weinberg Partners Capital Management LP | 9 | 1 | 0.02% | 0.41% | 1.11% | Q1 2017 | Q4 2022 | 16 |
JACOBSON & SCHMITT ADVISORS, LLC | 16 | 16 | 0.79% | 5.49% | 8.52% | Q3 2019 | Q2 2023 | 16 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 12 | 4 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.00% | 0.14% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 15 | 1 | 0.03% | 0.19% | 0.73% | Q3 2011 | Q3 2023 | 16 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 4 | 0.00% | 0.04% | 0.22% | Q2 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 13 | 1 | 0.00% | 0.12% | 0.19% | Q3 2014 | Q1 2023 | 16 |
Successful Portfolios LLC | 16 | 16 | 0.25% | 0.34% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Bogart Wealth, LLC | 16 | 16 | 0.07% | 0.42% | 3.59% | Q4 2019 | Q3 2023 | 16 |
PRENTISS SMITH & CO INC | 16 | 16 | 0.05% | 0.08% | 0.09% | Q4 2014 | Q3 2018 | 16 |
QUATTRO FINANCIAL ADVISORS LLC | 10 | 6 | 0.28% | 2.27% | 5.74% | Q2 2019 | Q3 2023 | 16 |
Arkos Global Advisors | 16 | 16 | 0.13% | 0.45% | 0.92% | Q4 2018 | Q3 2022 | 16 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2022 | 15 |
MASON STREET ADVISORS, LLC | 15 | 15 | 0.07% | 0.27% | 0.45% | Q2 2013 | Q4 2016 | 15 |
Advisory Alpha, LLC | 6 | 2 | 0.00% | 2.01% | 6.74% | Q4 2013 | Q3 2023 | 15 |
Cedar Brook Financial Partners, LLC | 15 | 15 | 0.06% | 0.10% | 0.20% | Q2 2019 | Q4 2022 | 15 |
Crabel Capital Management, LLC | 5 | 1 | 0.35% | 0.90% | 2.41% | Q4 2017 | Q3 2023 | 15 |
STRATEGY ASSET MANAGERS LLC | 13 | 1 | 0.01% | 0.96% | 1.63% | Q1 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.09% | 0.18% | 0.47% | Q2 2016 | Q4 2019 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 2 | 0.08% | 0.33% | 0.55% | Q4 2019 | Q3 2023 | 15 |
Sharkey, Howes & Javer | 12 | 3 | 0.46% | 1.59% | 3.26% | Q3 2019 | Q3 2023 | 15 |
Northwest Capital Management Inc | 15 | 15 | 1.54% | 6.82% | 15.26% | Q1 2020 | Q3 2023 | 15 |
Enterprise Bank & Trust Co | 15 | 15 | 0.09% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
KANALY TRUST CO | 15 | 15 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q4 2016 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.31% | 0.47% | 0.67% | Q1 2020 | Q3 2023 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Arete Wealth Advisors, LLC | 11 | 1 | 0.03% | 0.14% | 0.58% | Q3 2014 | Q3 2023 | 15 |
Kovitz Investment Group Partners, LLC | 15 | 15 | 0.01% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Manning & Napier Group, LLC | 15 | 15 | 0.01% | 0.16% | 0.23% | Q1 2020 | Q3 2023 | 15 |
NATIXIS ADVISORS, L.P. | 11 | 1 | 0.01% | 0.21% | 0.68% | Q2 2013 | Q4 2022 | 15 |
Invst, LLC | 12 | 3 | 0.11% | 0.44% | 1.09% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.10% | 0.26% | 0.48% | Q1 2020 | Q3 2023 | 15 |
Mitsubishi UFJ Asset Management Co., Ltd. | 12 | 3 | 0.00% | 0.25% | 0.58% | Q3 2018 | Q3 2022 | 15 |
Meiji Yasuda Asset Management Co Ltd. | 15 | 15 | 0.36% | 0.81% | 1.62% | Q1 2020 | Q3 2023 | 15 |
TMD & ASSOCIATES, INC | 15 | 15 | 0.24% | 1.56% | 4.53% | Q4 2015 | Q2 2019 | 15 |
Bedel Financial Consulting, Inc. | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 15 |
Veracity Capital LLC | 15 | 15 | 0.00% | 0.20% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Realta Investment Advisors | 11 | 2 | 0.03% | 0.13% | 0.40% | Q1 2019 | Q3 2023 | 15 |
Bernardo Wealth Planning LLC | 12 | 3 | 0.19% | 1.79% | 2.98% | Q3 2019 | Q3 2023 | 15 |
Regent Peak Wealth Advisors LLC | 15 | 15 | 0.07% | 0.24% | 0.59% | Q4 2019 | Q2 2023 | 15 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.06% | 0.30% | Q1 2018 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Autus Asset Management, LLC | 15 | 15 | 0.13% | 0.40% | 0.63% | Q2 2019 | Q4 2022 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
Copperleaf Capital, LLC | 11 | 4 | 2.35% | 4.66% | 6.15% | Q4 2019 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 15 | 15 | 0.12% | 0.47% | 1.55% | Q1 2017 | Q3 2020 | 15 |
Allen Capital Group, LLC | 11 | 1 | 0.06% | 0.46% | 0.86% | Q3 2019 | Q3 2023 | 15 |
CIDEL ASSET MANAGEMENT INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 15 | 15 | 1.89% | 2.42% | 2.74% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Friedenthal Financial | 14 | 1 | 0.35% | 1.26% | 6.03% | Q2 2016 | Q3 2023 | 15 |
Ellis Investment Partners, LLC | 14 | 1 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 8 | 3 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q2 2017 | 14 |
Disciplined Investments, LLC | 14 | 14 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q1 2023 | 14 |
TELEMUS CAPITAL, LLC | 11 | 1 | 0.01% | 0.08% | 0.22% | Q1 2016 | Q2 2023 | 14 |
Jackson Hole Capital Partners, LLC | 14 | 14 | 0.01% | 0.03% | 0.17% | Q2 2019 | Q3 2022 | 14 |
BAILARD, INC. | 13 | 1 | 0.01% | 0.92% | 2.56% | Q2 2019 | Q3 2023 | 14 |
ADVISORY RESEARCH INC | 14 | 14 | 0.17% | 0.31% | 0.71% | Q2 2020 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
STATE STREET CORP | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2020 | 14 |
Continuum Advisory, LLC | 7 | 3 | 0.05% | 0.68% | 1.16% | Q1 2017 | Q3 2023 | 14 |
Artemis Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Advisors, LLC | 12 | 2 | 0.06% | 0.35% | 0.70% | Q4 2019 | Q3 2023 | 14 |
Private Ocean, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 14 |
tru Independence LLC | 12 | 1 | 0.01% | 0.30% | 0.42% | Q4 2019 | Q3 2023 | 14 |
SII INVESTMENTS INC/WI | 11 | 3 | 0.03% | 0.21% | 0.71% | Q2 2013 | Q4 2017 | 14 |
Truvestments Capital LLC | 12 | 2 | 0.00% | 0.13% | 0.39% | Q1 2019 | Q2 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.04% | 0.06% | 0.09% | Q4 2015 | Q1 2019 | 14 |
VALLEY NATIONAL ADVISERS INC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Joel Isaacson & Co., LLC | 8 | 6 | 0.01% | 0.04% | 0.12% | Q4 2012 | Q4 2016 | 14 |
EVOKE WEALTH, LLC | 14 | 14 | 0.00% | 0.60% | 2.17% | Q2 2020 | Q3 2023 | 14 |
Tri-Star Advisors Inc. | 14 | 14 | 1.44% | 4.74% | 8.07% | Q2 2020 | Q3 2023 | 14 |
WBI INVESTMENTS, LLC | 8 | 6 | 0.09% | 0.54% | 2.08% | Q2 2015 | Q4 2022 | 14 |
Merriman Wealth Management, LLC | 3 | 1 | 0.07% | 1.45% | 4.88% | Q3 2013 | Q4 2022 | 14 |
Capital Advisors, Ltd. LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q4 2020 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 14 |
Beaumont Financial Partners, LLC | 10 | 1 | 0.02% | 1.24% | 4.59% | Q2 2013 | Q3 2022 | 14 |
IPG Investment Advisors LLC | 13 | 1 | 0.55% | 1.01% | 2.58% | Q1 2018 | Q4 2021 | 14 |
Miracle Mile Advisors, LLC | 14 | 14 | 0.84% | 1.17% | 1.38% | Q2 2020 | Q3 2023 | 14 |
Boltwood Capital Management | 14 | 14 | 0.92% | 2.54% | 4.53% | Q3 2020 | Q4 2023 | 14 |
ATTICUS WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.66% | 3.36% | Q2 2020 | Q3 2023 | 14 |
55I, LLC | 14 | 14 | 0.22% | 0.69% | 2.21% | Q4 2018 | Q1 2022 | 14 |
Independent Portfolio Consultants, Inc. | 14 | 14 | 0.21% | 0.53% | 0.93% | Q1 2014 | Q2 2017 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 1 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 14 |
IFC Holdings Incorporated/FL | 11 | 3 | 0.03% | 0.16% | 0.45% | Q2 2013 | Q4 2017 | 14 |
Cresset Asset Management, LLC | 13 | 1 | 0.00% | 0.04% | 0.36% | Q1 2019 | Q3 2023 | 14 |
NorthCoast Asset Management LLC | 14 | 14 | 0.96% | 3.04% | 3.87% | Q2 2018 | Q3 2021 | 14 |
Norway Savings Bank | 14 | 14 | 0.10% | 1.38% | 2.25% | Q2 2020 | Q3 2023 | 14 |
TDAM USA INC. | 14 | 14 | 0.01% | 0.07% | 0.10% | Q2 2014 | Q3 2017 | 14 |
HAYS ADVISORY LLC | 8 | 6 | 0.12% | 0.21% | 0.35% | Q3 2014 | Q3 2018 | 14 |
Archer Investment Corp | 14 | 14 | 0.06% | 0.39% | 0.86% | Q2 2020 | Q3 2023 | 14 |
Trilogy Capital Inc. | 12 | 1 | 0.02% | 0.11% | 0.70% | Q3 2018 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 14 |
PACIFIC FINANCIAL GROUP INC | 13 | 13 | 0.18% | 0.46% | 0.57% | Q3 2020 | Q3 2023 | 13 |
GABLES CAPITAL MANAGEMENT INC. | 13 | 13 | 0.05% | 0.07% | 0.15% | Q1 2018 | Q1 2021 | 13 |
Formidable Asset Management, LLC | 11 | 2 | 0.00% | 0.05% | 0.08% | Q3 2013 | Q3 2020 | 13 |
Keystone Financial Group | 11 | 2 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.02% | 0.41% | 1.17% | Q1 2013 | Q3 2023 | 13 |
Sterling Investment Advisors, Ltd. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2022 | 13 |
NorthRock Partners, LLC | 9 | 4 | 0.03% | 0.59% | 1.44% | Q4 2018 | Q4 2022 | 13 |
WealthPLAN Partners, LLC | 5 | 1 | 0.00% | 0.07% | 0.17% | Q4 2015 | Q4 2023 | 13 |
Spectrum Management Group, LLC | 13 | 13 | 0.00% | 0.20% | 0.92% | Q3 2019 | Q3 2022 | 13 |
Strategic Blueprint, LLC | 12 | 1 | 0.01% | 0.20% | 0.32% | Q3 2019 | Q3 2023 | 13 |
PAX Financial Group, LLC | 12 | 1 | 0.65% | 1.43% | 2.46% | Q4 2019 | Q3 2023 | 13 |
Teamwork Financial Advisors, LLC | 12 | 1 | 0.08% | 0.18% | 0.30% | Q2 2020 | Q3 2023 | 13 |
Gemmer Asset Management LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2022 | 13 |
Claraphi Advisory Network, LLC | 13 | 13 | 0.11% | 0.43% | 2.56% | Q3 2019 | Q3 2022 | 13 |
KCS Wealth Advisory | 8 | 1 | 0.01% | 0.71% | 2.16% | Q4 2017 | Q3 2023 | 13 |
Sensible Financial Planning & Management, LLC. | 7 | 6 | 0.06% | 6.86% | 14.23% | Q3 2014 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.10% | 0.29% | Q3 2020 | Q3 2023 | 13 |
FormulaFolio Investments, LLC | 10 | 1 | 0.00% | 0.07% | 0.23% | Q2 2015 | Q2 2021 | 13 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q2 2021 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q4 2019 | 13 |
HBW ADVISORY SERVICES LLC | 13 | 13 | 0.05% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
HRT FINANCIAL LP | 12 | 1 | 0.00% | 0.40% | 0.94% | Q1 2019 | Q2 2023 | 13 |
Hanlon Investment Management, Inc. | 9 | 1 | 0.04% | 0.91% | 9.70% | Q3 2015 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Ballast, Inc. | 13 | 13 | 0.31% | 3.51% | 4.75% | Q4 2019 | Q4 2022 | 13 |
Pettinga Financial Advisors LLC | 9 | 4 | 0.14% | 0.49% | 1.12% | Q4 2018 | Q3 2023 | 13 |
HL FINANCIAL SERVICES LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2019 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.12% | 1.87% | 10.02% | Q1 2015 | Q1 2018 | 13 |
ALTERNA WEALTH MANAGEMENT, INC | 8 | 1 | 0.29% | 1.02% | 1.75% | Q2 2019 | Q3 2023 | 13 |
Riverpoint Wealth Management Holdings, LLC | 13 | 13 | 0.35% | 0.44% | 0.61% | Q2 2018 | Q2 2021 | 13 |
LINCOLN NATIONAL CORP | 6 | 3 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 13 |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 13 |
Bigelow Investment Advisors, LLC | 7 | 6 | 0.18% | 0.44% | 0.66% | Q1 2020 | Q3 2023 | 13 |
Values First Advisors, Inc. | 13 | 13 | 0.54% | 1.05% | 2.13% | Q4 2019 | Q4 2022 | 13 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 13 | 13 | 0.06% | 0.19% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Mascoma Wealth Management LLC | 9 | 4 | 0.00% | 0.09% | 0.58% | Q3 2017 | Q4 2022 | 13 |
Truadvice, LLC | 13 | 13 | 0.14% | 0.46% | 0.79% | Q3 2020 | Q3 2023 | 13 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.03% | 0.16% | 0.45% | Q4 2015 | Q3 2023 | 13 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.04% | 0.41% | 1.37% | Q2 2017 | Q2 2023 | 13 |
CLIENT 1ST ADVISORY GROUP, LLC | 13 | 13 | 1.39% | 2.61% | 3.33% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.05% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.03% | 0.25% | 0.94% | Q2 2013 | Q2 2016 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.01% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.06% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
LAKE STREET PRIVATE WEALTH, LLC | 12 | 12 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 1.54% | 2.20% | 2.86% | Q4 2020 | Q3 2023 | 12 |
Florin Court Capital LLP | 9 | 3 | 0.89% | 9.63% | 39.22% | Q2 2017 | Q4 2020 | 12 |
FLC Capital Advisors | 12 | 12 | 0.10% | 1.41% | 2.19% | Q1 2020 | Q4 2022 | 12 |
Spectrum Planning & Advisory Services Inc. | 12 | 12 | 0.85% | 1.77% | 3.41% | Q4 2020 | Q3 2023 | 12 |
Avior Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SigFig Wealth Management, LLC | 12 | 12 | 0.07% | 0.14% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Fortis Advisors, LLC | 11 | 1 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 1.01% | 1.64% | 2.94% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.00% | 0.23% | 1.16% | Q4 2020 | Q3 2023 | 12 |
ATWOOD & PALMER INC | 11 | 1 | 0.00% | 0.03% | 0.04% | Q2 2014 | Q4 2020 | 12 |
ONE Advisory Partners, LLC | 12 | 12 | 0.15% | 0.57% | 3.02% | Q4 2020 | Q3 2023 | 12 |
Horst & Graben Wealth Management LLC | 12 | 12 | 1.19% | 3.01% | 6.02% | Q4 2020 | Q3 2023 | 12 |
Rosenberg Matthew Hamilton | 12 | 12 | 0.00% | 0.05% | 0.14% | Q4 2020 | Q3 2023 | 12 |
One Wealth Advisors, LLC | 12 | 12 | 0.20% | 1.01% | 2.34% | Q4 2020 | Q3 2023 | 12 |
Vectors Research Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Financial Engines Advisors L.L.C. | 7 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.07% | 0.42% | 0.84% | Q4 2020 | Q3 2023 | 12 |
Leelyn Smith, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q4 2022 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.22% | 0.70% | 1.32% | Q4 2020 | Q3 2023 | 12 |
Motley Fool Wealth Management, LLC | 12 | 12 | 0.70% | 1.23% | 1.96% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.03% | 0.27% | 0.87% | Q4 2020 | Q3 2023 | 12 |
Harbour Capital Advisors, LLC | 12 | 12 | 0.42% | 1.15% | 2.49% | Q4 2019 | Q3 2022 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 3.14% | 3.93% | 4.99% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 3 | 0.02% | 0.06% | 0.14% | Q3 2020 | Q3 2023 | 12 |
JUNCTURE WEALTH STRATEGIES, LLC | 12 | 12 | 0.25% | 0.65% | 1.02% | Q3 2016 | Q2 2019 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.18% | 0.28% | 0.38% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.02% | 0.08% | 0.27% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.14% | 1.27% | 2.42% | Q4 2020 | Q3 2023 | 12 |
Madison Asset Management, LLC | 9 | 1 | 0.03% | 0.99% | 1.92% | Q4 2019 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.16% | 0.34% | 0.45% | Q4 2018 | Q3 2021 | 12 |
Beacon Pointe Advisors, LLC | 11 | 1 | 0.01% | 0.05% | 0.17% | Q2 2020 | Q3 2023 | 12 |
Van Hulzen Asset Management, LLC | 6 | 2 | 0.02% | 0.15% | 0.34% | Q4 2019 | Q3 2023 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 3.93% | 4.55% | 6.39% | Q4 2019 | Q3 2022 | 12 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 1 | 0.01% | 0.07% | 0.59% | Q1 2016 | Q4 2020 | 12 |
INVESTMENT CENTERS OF AMERICA INC | 9 | 1 | 0.06% | 0.22% | 0.61% | Q2 2013 | Q3 2017 | 12 |
Austin Private Wealth, LLC | 12 | 12 | 0.31% | 1.00% | 2.16% | Q4 2020 | Q3 2023 | 12 |
Portland Global Advisors LLC | 12 | 12 | 0.75% | 1.34% | 1.53% | Q4 2020 | Q3 2023 | 12 |
Argentus Capital Management, LLC | 6 | 1 | 0.22% | 0.50% | 0.89% | Q2 2013 | Q3 2016 | 12 |
Charles Schwab Trust Co | 9 | 1 | 0.04% | 0.56% | 1.86% | Q3 2019 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.25% | 0.34% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 1.54% | 2.01% | 2.38% | Q4 2020 | Q3 2023 | 12 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2022 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.15% | 0.43% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Foundations Investment Advisors, LLC | 12 | 12 | 0.03% | 0.28% | 0.94% | Q4 2020 | Q3 2023 | 12 |
Columbus Macro, LLC | 8 | 4 | 0.76% | 1.86% | 4.60% | Q4 2017 | Q3 2023 | 12 |
PARSONS CAPITAL MANAGEMENT INC/RI | 12 | 12 | 0.15% | 0.30% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Bluefin Trading, LLC | 7 | 1 | 0.01% | 0.20% | 0.52% | Q2 2013 | Q4 2019 | 12 |
CENTRAL BANK OF BRAZIL | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Laidlaw Wealth Management LLC | 7 | 5 | 0.06% | 0.33% | 1.06% | Q4 2019 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Winslow, Evans & Crocker, Inc. | 12 | 12 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2016 | 12 |
Renasant Bank | 12 | 12 | 2.13% | 2.30% | 2.52% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 9 | 1 | 0.14% | 0.91% | 3.43% | Q2 2019 | Q3 2023 | 12 |
MATHER GROUP, LLC. | 8 | 1 | 0.02% | 0.69% | 6.11% | Q2 2013 | Q3 2023 | 12 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 12 | 12 | 0.13% | 0.19% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.03% | 0.20% | 0.43% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.06% | 0.63% | 0.93% | Q4 2020 | Q3 2023 | 12 |
ADE, LLC | 12 | 12 | 0.30% | 0.62% | 1.19% | Q4 2020 | Q3 2023 | 12 |
NWAM LLC | 12 | 12 | 0.08% | 0.27% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Mount Yale Investment Advisors, LLC | 12 | 12 | 0.07% | 0.19% | 0.99% | Q4 2020 | Q3 2023 | 12 |
RATIONAL ADVISORS LLC | 8 | 3 | 0.49% | 1.19% | 3.53% | Q1 2020 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.13% | 0.89% | 1.80% | Q4 2020 | Q2 2023 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q2 2021 | 11 |
Wunderlich Capital Managemnt | 11 | 11 | 0.47% | 1.66% | 2.95% | Q1 2020 | Q3 2022 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.09% | 0.74% | 1.14% | Q4 2020 | Q2 2023 | 11 |
Arkadios Wealth Advisors | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 11 |
Savior LLC | 6 | 5 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Annandale Capital, LLC | 8 | 3 | 0.05% | 6.21% | 13.28% | Q4 2020 | Q3 2023 | 11 |
BlackRock Fund Advisors | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 11 |
Element Wealth, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
Seven Springs Wealth Group, LLC | 11 | 11 | 2.96% | 5.16% | 6.61% | Q4 2019 | Q2 2022 | 11 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.01% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 11 |
ARGUS INVESTORS' COUNSEL, INC. | 11 | 11 | 0.22% | 0.33% | 0.42% | Q1 2021 | Q3 2023 | 11 |
CITIZENS & NORTHERN CORP | 11 | 11 | 0.57% | 0.75% | 0.89% | Q1 2021 | Q3 2023 | 11 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 1 | 0.05% | 2.49% | 5.25% | Q4 2018 | Q3 2022 | 11 |
BLACKROCK ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2016 | 11 |
Round Table Services, LLC | 11 | 11 | 0.15% | 0.45% | 1.22% | Q1 2020 | Q3 2022 | 11 |
CAPSTONE ASSET MANAGEMENT CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
Independence Wealth Advisors, Inc. | 11 | 11 | 1.89% | 4.98% | 7.44% | Q4 2017 | Q2 2020 | 11 |
Range Financial Group LLC | 11 | 11 | 0.49% | 1.11% | 1.70% | Q1 2021 | Q3 2023 | 11 |
Clearstead Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.06% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 11 |
D. E. Shaw & Co., Inc. | 11 | 11 | 0.00% | 0.08% | 0.16% | Q2 2020 | Q4 2022 | 11 |
Outlook Wealth Advisors, LLC | 11 | 11 | 0.08% | 0.13% | 0.26% | Q1 2020 | Q3 2022 | 11 |
Sierra Capital LLC | 11 | 11 | 0.08% | 0.19% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Dorsey & Whitney Trust CO LLC | 11 | 11 | 0.06% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Rezny Wealth Management, Inc. | 11 | 11 | 0.08% | 0.10% | 0.15% | Q3 2020 | Q1 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.65% | 1.10% | 1.66% | Q2 2013 | Q4 2015 | 11 |
Cornerstone Management, Inc. | 11 | 11 | 1.36% | 1.58% | 1.88% | Q1 2021 | Q3 2023 | 11 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 11 |
Anfield Capital Management, LLC | 8 | 1 | 0.08% | 0.41% | 1.14% | Q4 2019 | Q2 2023 | 11 |
DONALDSON CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2022 | 11 |
Graves Light Lenhart Wealth, Inc. | 11 | 11 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Shelter Mutual Insurance Co | 11 | 11 | 0.48% | 0.92% | 2.89% | Q1 2021 | Q3 2023 | 11 |
TUCKER ASSET MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
FIDUCIARY TRUST CO | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.10% | 0.70% | Q4 2019 | Q2 2022 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 0.18% | 0.87% | 1.81% | Q4 2020 | Q3 2023 | 11 |
WealthOne, LLC | 11 | 11 | 0.10% | 0.36% | 0.92% | Q4 2018 | Q2 2021 | 11 |
Goodwin Investment Advisory | 8 | 3 | 0.00% | 0.07% | 0.29% | Q4 2020 | Q3 2023 | 11 |
CAPITAL ADVISORS INC/OK | 11 | 11 | 0.01% | 1.99% | 3.00% | Q4 2019 | Q2 2022 | 11 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 11 | 11 | 0.12% | 1.17% | 3.33% | Q1 2021 | Q3 2023 | 11 |
COURIER CAPITAL LLC | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Parkside Financial Bank & Trust | 7 | 1 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q4 2022 | 11 |
CONNING INC. | 9 | 1 | 0.34% | 1.14% | 1.44% | Q3 2019 | Q3 2023 | 10 |
Jaffetilchin Investment Partners, LLC | 5 | 1 | 0.07% | 0.48% | 1.47% | Q1 2019 | Q3 2023 | 10 |
MCIA Inc | 8 | 2 | 0.09% | 2.41% | 7.24% | Q2 2017 | Q3 2021 | 10 |
CIM, LLC | 10 | 10 | 1.62% | 3.00% | 3.95% | Q3 2020 | Q4 2022 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 10 |
ShoreHaven Wealth Partners, LLC | 6 | 4 | 1.29% | 2.07% | 2.69% | Q4 2020 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.10% | 0.26% | Q4 2020 | Q1 2023 | 10 |
Strategic Investment Advisors / MI | 10 | 10 | 0.22% | 0.69% | 0.88% | Q4 2018 | Q1 2021 | 10 |
Advisors Capital Management, LLC | 10 | 10 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q1 2021 | 10 |
KB FINANCIAL PARTNERS, LLC | 6 | 4 | 0.12% | 7.27% | 10.15% | Q1 2021 | Q3 2023 | 10 |
Faithward Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Peak Capital Management LLC | 10 | 10 | 0.32% | 1.06% | 1.85% | Q2 2017 | Q3 2019 | 10 |
Onyx Bridge Wealth Group LLC | 10 | 10 | 0.06% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Source Financial Advisors LLC | 10 | 10 | 0.33% | 0.55% | 1.24% | Q4 2020 | Q1 2023 | 10 |
Acorns Advisers, LLC | 10 | 10 | 0.05% | 0.19% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Family Advisors, LLC | 5 | 1 | 0.10% | 0.35% | 1.64% | Q1 2019 | Q3 2023 | 10 |
Financial Sense Advisors, Inc. | 10 | 10 | 0.39% | 1.02% | 2.03% | Q3 2019 | Q4 2021 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.19% | 0.26% | 0.34% | Q2 2021 | Q3 2023 | 10 |
First City Capital Management, Inc. | 7 | 3 | 0.02% | 0.10% | 0.29% | Q1 2014 | Q2 2021 | 10 |
BLUESTEIN R H & CO LLC | 9 | 1 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q2 2022 | 10 |
Global Wealth Management Investment Advisory, Inc. | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q4 2021 | 10 |
Snider Financial Group | 10 | 10 | 4.22% | 6.62% | 8.40% | Q2 2021 | Q3 2023 | 10 |
CORRADO ADVISORS, LLC | 9 | 1 | 0.00% | 3.72% | 7.16% | Q1 2020 | Q4 2022 | 10 |
Lion Street Advisors, LLC | 9 | 1 | 0.05% | 0.27% | 0.36% | Q1 2020 | Q3 2023 | 10 |
SOLARIS ASSET MANAGEMENT LLC | 10 | 10 | 0.05% | 0.28% | 0.64% | Q2 2016 | Q3 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.06% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 10 |
Royal Fund Management, LLC | 7 | 1 | 0.00% | 0.03% | 0.20% | Q4 2016 | Q4 2019 | 10 |
Thrive Capital Management, LLC | 8 | 2 | 0.12% | 0.96% | 3.02% | Q4 2020 | Q2 2023 | 10 |
Bray Capital Advisors | 6 | 4 | 0.06% | 0.07% | 0.11% | Q1 2015 | Q3 2017 | 10 |
StoneX Group Inc. | 9 | 1 | 0.07% | 0.10% | 0.17% | Q2 2017 | Q4 2021 | 10 |
Williams Financial, LLC | 6 | 1 | 3.25% | 4.45% | 6.97% | Q4 2020 | Q3 2023 | 10 |
Sage Mountain Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Grove Bank & Trust | 9 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q2 2023 | 10 |
MERIDIAN MANAGEMENT CO | 10 | 10 | 0.23% | 1.24% | 1.67% | Q4 2017 | Q1 2020 | 10 |
Fiera Capital Corp | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q4 2019 | 10 |
Banque Cantonale Vaudoise | 10 | 10 | 0.28% | 0.46% | 0.59% | Q2 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.46% | 2.13% | Q1 2020 | Q3 2023 | 10 |
West Coast Financial LLC | 10 | 10 | 0.62% | 2.03% | 2.68% | Q2 2021 | Q3 2023 | 10 |
ARS Wealth Advisors, LLC | 10 | 10 | 0.16% | 0.23% | 0.30% | Q3 2015 | Q4 2017 | 10 |
NSI Retail Advisors, LLC | 10 | 10 | 0.41% | 0.62% | 0.84% | Q2 2021 | Q3 2023 | 10 |
Highwater Wealth Management, LLC | 6 | 4 | 1.23% | 2.29% | 4.34% | Q3 2016 | Q3 2019 | 10 |
JONES FINANCIAL COMPANIES LLLP | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Zurich Insurance Group Ltd/FI | 10 | 10 | 0.23% | 0.38% | 0.49% | Q2 2021 | Q3 2023 | 10 |
TIAA, FSB | 10 | 10 | 0.01% | 0.65% | 1.34% | Q1 2021 | Q2 2023 | 10 |
TrueWealth Advisors, LLC | 10 | 10 | 0.11% | 0.17% | 0.26% | Q2 2021 | Q3 2023 | 10 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
CAPE COD FIVE CENTS SAVINGS BANK | 10 | 10 | 0.04% | 0.13% | 0.23% | Q4 2014 | Q1 2017 | 10 |
Montecito Bank & Trust | 3 | 1 | 0.06% | 0.43% | 1.02% | Q4 2018 | Q4 2023 | 10 |
Virtue Capital Management, LLC | 5 | 1 | 0.00% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 10 |
Exchange Capital Management, Inc. | 10 | 10 | 0.02% | 0.21% | 0.44% | Q4 2014 | Q1 2017 | 10 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q3 2022 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Main Management LLC | 9 | 9 | 0.07% | 0.69% | 1.27% | Q3 2020 | Q3 2022 | 9 |
Bison Wealth, LLC | 9 | 9 | 0.00% | 0.08% | 0.25% | Q2 2020 | Q2 2022 | 9 |
Karp Capital Management Corp | 4 | 1 | 0.06% | 0.42% | 1.05% | Q2 2015 | Q1 2022 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.50% | 1.84% | 2.62% | Q3 2021 | Q3 2023 | 9 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 9 |
Laidlaw Group, LLC | 9 | 9 | 5.38% | 5.81% | 6.43% | Q2 2013 | Q2 2015 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Balentine LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Walleye Trading LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q4 2017 | 9 |
CITY NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2015 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2022 | 9 |
Asset Dedication, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
AMERICAN NATIONAL BANK | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.23% | 0.30% | 0.43% | Q4 2019 | Q4 2021 | 9 |
TNF LLC | 9 | 9 | 1.23% | 2.61% | 4.46% | Q3 2021 | Q3 2023 | 9 |
WT Wealth Management | 9 | 9 | 0.10% | 0.36% | 0.65% | Q3 2019 | Q3 2021 | 9 |
HHM Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 9 |
Delos Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.08% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Old Port Advisors | 8 | 1 | 0.08% | 0.23% | 0.37% | Q2 2020 | Q4 2022 | 9 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q1 2022 | 9 |
Meridian Wealth Partners, LLC | 6 | 3 | 0.02% | 1.01% | 3.07% | Q4 2019 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 9 | 9 | 0.01% | 0.31% | 0.66% | Q2 2018 | Q2 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.08% | 0.46% | 1.20% | Q2 2013 | Q2 2015 | 9 |
FIRST CITIZENS BANK & TRUST CO | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Manifold Partners, LLC | 5 | 1 | 0.05% | 2.52% | 6.32% | Q2 2013 | Q3 2016 | 9 |
Sand Hill Global Advisors, LLC | 8 | 1 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q2 2022 | 9 |
CX Institutional | 6 | 1 | 0.00% | 0.44% | 0.89% | Q2 2019 | Q2 2022 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.01% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 9 |
Fiduciary Group LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q4 2021 | 9 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 9 | 9 | 0.16% | 0.62% | 1.08% | Q2 2013 | Q2 2015 | 9 |
Cedar Wealth Management, LLC | 9 | 9 | 0.02% | 0.24% | 0.44% | Q1 2020 | Q1 2022 | 9 |
MACKAY SHIELDS LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
RHS Financial, LLC | 9 | 9 | 0.26% | 0.58% | 0.99% | Q3 2021 | Q3 2023 | 9 |
IRON Financial LLC | 9 | 9 | 1.37% | 3.12% | 4.86% | Q2 2020 | Q2 2022 | 9 |
Goelzer Investment Management, Inc. | 9 | 9 | 0.10% | 0.60% | 0.81% | Q3 2021 | Q3 2023 | 9 |
Camarda Financial Advisors, LLC | 6 | 1 | 0.01% | 0.26% | 1.27% | Q4 2015 | Q2 2023 | 9 |
FIRST NATIONAL TRUST CO | 9 | 9 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q2 2020 | 9 |
Ironsides Asset Advisors, LLC | 4 | 1 | 0.09% | 0.14% | 0.22% | Q2 2015 | Q4 2019 | 9 |
NOTTINGHAM ADVISORS, INC. | 9 | 9 | 0.04% | 0.30% | 0.86% | Q4 2014 | Q4 2016 | 9 |
WELCH & FORBES LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
D'Orazio & Associates, Inc. | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2021 | 9 |
Partnervest Advisory Services LLC | 5 | 4 | 0.02% | 0.62% | 1.86% | Q2 2013 | Q3 2016 | 9 |
Golden State Wealth Management, LLC | 4 | 1 | 0.01% | 0.31% | 0.78% | Q1 2019 | Q1 2022 | 9 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 9 |
Merit Financial Group, LLC | 7 | 2 | 0.03% | 0.12% | 0.28% | Q4 2019 | Q3 2023 | 9 |
SP Asset Management | 9 | 9 | 0.65% | 1.71% | 3.30% | Q3 2020 | Q3 2022 | 9 |
Hanson & Doremus Investment Management | 7 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q1 2021 | 9 |
Truepoint, Inc. | 7 | 1 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q4 2022 | 9 |
SUMMIT FINANCIAL GROUP, INC. | 9 | 9 | 0.10% | 0.24% | 0.35% | Q1 2021 | Q1 2023 | 9 |
Wealth Quarterback LLC | 5 | 1 | 0.18% | 1.10% | 2.47% | Q1 1987 | Q2 2022 | 9 |
CIBC Asset Management Inc | 9 | 9 | 0.04% | 0.13% | 0.19% | Q3 2021 | Q3 2023 | 9 |
AlphaMark Advisors, LLC | 5 | 3 | 0.00% | 0.31% | 0.73% | Q1 2020 | Q3 2023 | 8 |
MMA ASSET MANAGEMENT LLC | 7 | 1 | 0.51% | 1.46% | 2.29% | Q4 2020 | Q2 2023 | 8 |
BENJAMIN EDWARDS INC | 7 | 1 | 0.00% | 0.56% | 2.23% | Q1 2020 | Q3 2022 | 8 |
AlphaCentric Advisors LLC | 7 | 1 | 1.14% | 30.83% | 40.10% | Q2 2020 | Q2 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.33% | 1.37% | Q4 2021 | Q3 2023 | 8 |
MinichMacGregor Wealth Management, LLC | 6 | 1 | 0.01% | 0.08% | 0.31% | Q1 2016 | Q1 2020 | 8 |
First International Bank & Trust | 8 | 8 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Canton Hathaway, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Laird Norton Wetherby Wealth Management, LLC | 8 | 8 | 0.07% | 0.12% | 0.15% | Q2 2019 | Q1 2021 | 8 |
Telos Capital Management, Inc. | 8 | 8 | 1.05% | 3.30% | 5.84% | Q2 2020 | Q1 2022 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 0.47% | 1.06% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Litman Gregory Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 8 |
Diversified, LLC | 7 | 1 | 0.08% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 1.32% | 1.66% | 1.82% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Americana Partners, LLC | 8 | 8 | 0.03% | 0.11% | 0.29% | Q3 2021 | Q2 2023 | 8 |
ANCHOR CAPITAL ADVISORS LLC | 8 | 8 | 0.15% | 0.26% | 0.31% | Q2 2020 | Q1 2022 | 8 |
TCWP LLC | 8 | 8 | 0.08% | 1.22% | 2.62% | Q4 2021 | Q3 2023 | 8 |
FIL Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 8 |
Good Life Advisors, LLC | 6 | 1 | 0.06% | 0.12% | 0.24% | Q4 2016 | Q4 2019 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.01% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Yellowstone Partners, LLC | 6 | 2 | 0.18% | 0.56% | 0.79% | Q2 2015 | Q4 2017 | 8 |
Riggs Asset Managment Co. Inc. | 5 | 3 | 0.05% | 1.12% | 1.87% | Q1 2020 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.55% | 1.85% | 2.97% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.11% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.05% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Services | 8 | 8 | 0.41% | 2.47% | 4.07% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 2 | 0.04% | 0.19% | 0.34% | Q1 2020 | Q3 2023 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 8 |
SWMG, LLC | 4 | 1 | 0.14% | 1.30% | 2.82% | Q4 2020 | Q2 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
West Wealth Group, LLC | 8 | 8 | 0.73% | 1.70% | 2.81% | Q4 2021 | Q3 2023 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 1.13% | 1.68% | 2.58% | Q4 2021 | Q3 2023 | 8 |
Narus Financial Partners, LLC | 7 | 1 | 0.14% | 0.30% | 0.43% | Q4 2016 | Q3 2023 | 8 |
Ballew Advisors, Inc | 5 | 3 | 0.02% | 1.38% | 3.93% | Q1 2018 | Q3 2021 | 8 |
LexAurum Advisors, LLC | 4 | 4 | 0.07% | 0.20% | 0.29% | Q4 2020 | Q3 2023 | 8 |
Janney Capital Management LLC | 7 | 1 | 0.02% | 1.17% | 1.86% | Q4 2019 | Q4 2022 | 8 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 8 |
TruWealth Advisors, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 8 |
LOWE BROCKENBROUGH & CO INC | 7 | 1 | 0.14% | 0.32% | 0.54% | Q3 2021 | Q3 2023 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 0.30% | 0.73% | 1.66% | Q4 2021 | Q3 2023 | 8 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q1 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.05% | 0.19% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.18% | 0.73% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
AT Bancorp | 4 | 1 | 0.06% | 0.12% | 0.16% | Q3 2014 | Q4 2018 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.10% | 0.37% | Q2 2013 | Q1 2015 | 8 |
WESTERN FINANCIAL Corp | 8 | 8 | 0.87% | 1.97% | 3.01% | Q4 2020 | Q3 2022 | 8 |
Westover Capital Advisors, LLC | 6 | 2 | 0.58% | 1.81% | 2.58% | Q3 2020 | Q3 2023 | 8 |
AGF INVESTMENTS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Solstein Capital, LLC | 6 | 2 | 0.00% | 0.15% | 0.21% | Q2 2021 | Q3 2023 | 8 |
Valmark Advisers, Inc. | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Silverleafe Capital Partners, LLC | 8 | 8 | 0.08% | 2.02% | 5.64% | Q1 2020 | Q4 2021 | 8 |
JB Capital LLC | 8 | 8 | 0.30% | 1.71% | 3.37% | Q4 2021 | Q3 2023 | 8 |
Avantax Planning Partners, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.09% | 0.24% | 0.40% | Q1 2019 | Q3 2022 | 8 |
Trinity Wealth Management, LLC | 6 | 2 | 0.17% | 0.22% | 0.30% | Q3 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Mach-1 Financial Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q1 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.12% | 1.24% | 2.59% | Q4 2021 | Q3 2023 | 8 |
Employees Retirement System of Texas | 8 | 8 | 0.13% | 0.96% | 1.38% | Q4 2019 | Q3 2021 | 8 |
TMD Wealth Management, LLC | 8 | 8 | 0.13% | 0.15% | 0.20% | Q4 2020 | Q3 2022 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.39% | 0.65% | 1.20% | Q1 2017 | Q4 2018 | 8 |
FIFTH THIRD SECURITIES, INC. | 6 | 2 | 0.16% | 0.18% | 0.26% | Q3 2021 | Q3 2023 | 8 |
BOK Financial Private Wealth, Inc. | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q1 2018 | 8 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.29% | 1.70% | 2.92% | Q3 2018 | Q2 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.09% | 0.30% | Q4 2021 | Q3 2023 | 8 |
OLD DOMINION CAPITAL MANAGEMENT INC | 8 | 8 | 0.77% | 1.80% | 2.23% | Q4 2019 | Q3 2021 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 1.10% | 2.17% | 3.46% | Q4 2021 | Q3 2023 | 8 |
Soltis Investment Advisors LLC | 8 | 8 | 0.04% | 0.71% | 0.97% | Q2 2020 | Q1 2022 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 2.20% | 3.22% | 4.61% | Q2 2013 | Q1 2015 | 8 |
DMC Group, LLC | 8 | 8 | 0.79% | 1.13% | 1.46% | Q4 2021 | Q3 2023 | 8 |
Tarbox Family Office, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 8 |
Ellenbecker Investment Group | 6 | 2 | 0.14% | 1.23% | 2.20% | Q4 2017 | Q2 2020 | 8 |
Hedeker Wealth, LLC | 7 | 1 | 0.12% | 3.02% | 5.07% | Q4 2015 | Q4 2021 | 8 |
Park Avenue Institutional Advisers LLC | 5 | 2 | 6.43% | 31.44% | 65.45% | Q3 2020 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.16% | 0.31% | 0.47% | Q1 2022 | Q3 2023 | 7 |
NewEdge Wealth, LLC | 4 | 3 | 0.01% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 7 |
Cambria Investment Management, L.P. | 3 | 1 | 0.58% | 1.13% | 2.75% | Q3 2015 | Q2 2020 | 7 |
Liberty Mutual Group Asset Management Inc. | 6 | 1 | 0.08% | 3.79% | 5.76% | Q4 2017 | Q1 2022 | 7 |
Capital Advantage, Inc. | 7 | 7 | 0.12% | 0.15% | 0.17% | Q3 2019 | Q1 2021 | 7 |
Hayden Royal, LLC | 7 | 7 | 0.22% | 0.34% | 0.58% | Q1 2019 | Q3 2020 | 7 |
Mechanics Bank Trust Department | 7 | 7 | 0.06% | 0.06% | 0.08% | Q3 2016 | Q1 2018 | 7 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 3 | 0.01% | 0.23% | 0.78% | Q2 2013 | Q1 2023 | 7 |
GIRARD PARTNERS LTD. | 6 | 1 | 0.16% | 0.17% | 0.18% | Q4 2013 | Q3 2023 | 7 |
INSIGHT 2811, INC. | 6 | 1 | 0.24% | 0.44% | 0.62% | Q2 2017 | Q1 2022 | 7 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 7 | 7 | 0.10% | 0.12% | 0.17% | Q3 2020 | Q1 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.15% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 7 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 3 | 0.04% | 0.26% | 0.49% | Q4 2019 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.04% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Centiva Capital, LP | 3 | 1 | 0.07% | 0.65% | 3.42% | Q2 2021 | Q3 2023 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 4.15% | 4.80% | 5.40% | Q4 2015 | Q2 2017 | 7 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
Bramshill Investments, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 7 |
IVC Wealth Advisors LLC | 7 | 7 | 0.15% | 0.24% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Kathleen S. Wright Associates Inc. | 7 | 7 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Pacifica Partners Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2023 | 7 |
SWARTHMORE GROUP INC | 7 | 7 | 0.05% | 0.20% | 0.47% | Q3 2013 | Q1 2015 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
WBH ADVISORY INC | 4 | 3 | 0.08% | 0.40% | 0.79% | Q4 2021 | Q3 2023 | 7 |
Greenwich Wealth Management LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Emerald Advisors, LLC | 6 | 1 | 0.16% | 0.42% | 1.35% | Q4 2019 | Q3 2022 | 7 |
Donald L. Hagan, LLC | 7 | 7 | 0.24% | 0.57% | 0.81% | Q1 2020 | Q3 2021 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Avondale Wealth Management | 7 | 7 | 0.15% | 0.33% | 0.42% | Q4 2017 | Q2 2019 | 7 |
First Capital Advisors Group, LLC. | 4 | 1 | 0.03% | 1.87% | 4.15% | Q4 2018 | Q2 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.00% | 0.14% | 0.33% | Q1 2022 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.06% | 0.37% | 1.00% | Q4 2013 | Q1 2022 | 7 |
Fragasso Group Inc. | 1 | 1 | 0.02% | 0.21% | 0.32% | Q4 2017 | Q4 2023 | 7 |
Horizon Investments, LLC | 6 | 1 | 0.68% | 1.61% | 3.65% | Q3 2015 | Q3 2023 | 7 |
LVW Advisors, LLC | 4 | 3 | 0.07% | 0.63% | 1.28% | Q1 2021 | Q3 2023 | 7 |
Bridgewater Associates | 7 | 7 | 0.26% | 0.66% | 0.85% | Q1 2022 | Q3 2023 | 7 |
WFG Advisors, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 7 |
Keel Point, LLC | 5 | 1 | 0.05% | 0.12% | 0.30% | Q2 2020 | Q3 2023 | 7 |
Beacon Financial Advisory LLC | 4 | 1 | 0.15% | 0.24% | 0.32% | Q4 2020 | Q3 2023 | 7 |
Jefferies Group LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.41% | 0.81% | Q1 2019 | Q3 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.27% | 0.33% | 0.38% | Q2 2013 | Q4 2014 | 7 |
ROBINSON CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.08% | 0.14% | 0.19% | Q4 2019 | Q2 2021 | 7 |
Lenox Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2022 | 7 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.42% | 0.93% | 2.51% | Q4 2021 | Q2 2023 | 7 |
Financial Partners Group, Inc | 4 | 3 | 0.11% | 1.06% | 1.68% | Q2 2019 | Q3 2021 | 7 |
PEOPLES BANK /OH | 7 | 7 | 0.13% | 0.31% | 0.51% | Q4 2021 | Q2 2023 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.28% | 0.63% | 0.90% | Q1 2022 | Q3 2023 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.14% | 0.20% | 0.22% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q3 2016 | 7 |
Summit Asset Management, LLC | 7 | 7 | 0.08% | 0.13% | 0.21% | Q4 2020 | Q2 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.20% | 0.25% | 0.33% | Q2 2013 | Q4 2014 | 7 |
Enterprise Trust & Investment Co | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 7 |
WASHINGTON TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
MGO ONE SEVEN LLC | 4 | 1 | 0.01% | 0.13% | 0.82% | Q4 2017 | Q3 2023 | 7 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.09% | 0.41% | Q2 2016 | Q4 2022 | 7 |
Garrison Point Capital, LLC | 7 | 7 | 36.85% | 42.80% | 45.97% | Q2 2020 | Q4 2021 | 7 |
Guidance Point Advisors, LLC | 7 | 7 | 0.07% | 0.46% | 0.82% | Q1 2020 | Q3 2021 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.30% | 0.78% | Q4 2020 | Q3 2023 | 7 |
SouthState Corp | 3 | 1 | 0.00% | 0.05% | 0.19% | Q3 2013 | Q2 2023 | 7 |
Sargent Bickham Lagudis LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2022 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
INVESTORS TRUST INC | 5 | 2 | 1.44% | 1.51% | 1.60% | Q2 2013 | Q2 2015 | 7 |
NAVELLIER & ASSOCIATES INC | 4 | 1 | 0.03% | 0.25% | 1.01% | Q3 2012 | Q2 2015 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Connectus Wealth, LLC | 7 | 7 | 1.75% | 1.98% | 2.28% | Q1 2022 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q2 2021 | 7 |
Visionary Asset Management, Inc. | 7 | 7 | 0.02% | 0.33% | 0.80% | Q2 2013 | Q4 2014 | 7 |
Altium Wealth Management LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Collaborative Wealth Managment Inc. | 5 | 1 | 0.15% | 0.18% | 0.20% | Q1 2021 | Q2 2023 | 7 |
Coury Firm Asset Management LLC | 7 | 7 | 1.90% | 5.04% | 12.22% | Q4 2021 | Q2 2023 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.11% | 0.72% | 1.31% | Q4 2021 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 1.16% | 1.95% | 2.29% | Q1 2022 | Q3 2023 | 7 |
Argent Trust Co | 5 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 7 |
WEST PACES ADVISORS INC. | 3 | 1 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q2 2023 | 7 |
Cornerstone Financial Partners, LLC | 7 | 7 | 0.12% | 0.60% | 1.13% | Q2 2016 | Q4 2017 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.20% | 0.46% | 0.92% | Q1 2021 | Q4 2022 | 7 |
Ironwood Financial, llc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
ALTFEST L J & CO INC | 4 | 3 | 0.05% | 1.14% | 1.58% | Q3 2020 | Q3 2023 | 7 |
Hilton Capital Management, LLC | 4 | 3 | 0.21% | 2.84% | 12.44% | Q2 2013 | Q4 2020 | 7 |
Paradigm Financial Partners, LLC | 6 | 1 | 0.11% | 0.14% | 0.18% | Q2 2020 | Q1 2022 | 7 |
Cowen Prime Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Intrua Financial, LLC | 6 | 1 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q2 2022 | 7 |
Journey Advisory Group, LLC | 7 | 7 | 0.05% | 0.10% | 0.14% | Q4 2020 | Q2 2022 | 7 |
Strengthening Families & Communities, LLC | 5 | 2 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 7 |
SALEM INVESTMENT COUNSELORS INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Mattern Wealth Management LLC | 6 | 6 | 0.12% | 0.28% | 0.74% | Q4 2019 | Q1 2021 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.07% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 6 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 6 | 6 | 2.32% | 2.80% | 3.24% | Q1 2021 | Q2 2022 | 6 |
Allegis Investment Advisors, LLC | 6 | 6 | 0.06% | 1.27% | 2.19% | Q4 2015 | Q1 2017 | 6 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2018 | 6 |
VERUS CAPITAL PARTNERS, LLC | 4 | 2 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 6 |
V Wealth Advisors LLC | 4 | 1 | 0.00% | 0.09% | 0.13% | Q2 2017 | Q2 2021 | 6 |
Pure Financial Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 2.06% | 2.28% | 3.02% | Q2 2022 | Q3 2023 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Smith, Salley & Associates | 6 | 6 | 0.02% | 0.21% | 0.36% | Q1 2021 | Q2 2022 | 6 |
Redhawk Wealth Advisors, Inc. | 6 | 6 | 0.70% | 0.83% | 1.06% | Q1 2020 | Q2 2021 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.05% | 0.11% | 0.18% | Q3 2021 | Q4 2022 | 6 |
Foothills Asset Management, Ltd. | 6 | 6 | 1.66% | 2.93% | 4.36% | Q2 2016 | Q3 2017 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.57% | 0.88% | 1.18% | Q2 2022 | Q3 2023 | 6 |
Pallas Capital Advisors LLC | 3 | 3 | 0.03% | 0.46% | 1.24% | Q2 2021 | Q3 2023 | 6 |
CIBC Private Wealth Group, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.06% | 0.38% | 0.66% | Q4 2021 | Q3 2023 | 6 |
4J Wealth Management LLC | 6 | 6 | 0.39% | 0.95% | 2.01% | Q4 2020 | Q1 2022 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.06% | 0.14% | 0.19% | Q2 2022 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Advisors Preferred, LLC | 3 | 1 | 0.14% | 3.98% | 8.98% | Q4 2013 | Q1 2020 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
WASHINGTON TRUST BANK | 6 | 6 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q4 2015 | 6 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 6 | 6 | 0.70% | 0.78% | 0.83% | Q2 2013 | Q3 2014 | 6 |
WINTON GROUP Ltd | 6 | 6 | 0.19% | 0.82% | 1.68% | Q3 2020 | Q4 2021 | 6 |
Strategic Equity Management | 6 | 6 | 2.02% | 3.69% | 4.42% | Q4 2020 | Q1 2022 | 6 |
PATRON PARTNERS, LLC | 6 | 6 | 0.56% | 0.61% | 0.68% | Q2 2022 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Angeles Investment Advisors, LLC | 5 | 1 | 0.01% | 1.44% | 4.61% | Q1 2020 | Q3 2021 | 6 |
TrinityPoint Wealth, LLC | 6 | 6 | 0.07% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
MA Private Wealth | 6 | 6 | 0.14% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.06% | 0.83% | 2.05% | Q4 2020 | Q2 2023 | 6 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 6 | 6 | 0.58% | 1.00% | 2.02% | Q2 2022 | Q3 2023 | 6 |
HOLDERNESS INVESTMENTS CO | 6 | 6 | 0.19% | 0.22% | 0.30% | Q1 2017 | Q2 2018 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q4 2017 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.31% | 1.87% | Q2 2022 | Q3 2023 | 6 |
Wealth Advisory Solutions, LLC | 4 | 2 | 0.06% | 0.14% | 0.22% | Q4 2019 | Q2 2022 | 6 |
BFSG, LLC | 6 | 6 | 0.46% | 1.08% | 1.72% | Q3 2020 | Q4 2021 | 6 |
Tranquilli Financial Advisor LLC | 6 | 6 | 0.24% | 0.69% | 0.96% | Q2 2022 | Q3 2023 | 6 |
Founders Capital Management | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
West Family Investments, Inc. | 3 | 1 | 2.41% | 2.74% | 3.40% | Q1 2021 | Q3 2023 | 6 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 5 | 1 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q2 2023 | 6 |
Trust Co | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q1 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Mayfair Advisory Group, LLC | 6 | 6 | 0.66% | 1.02% | 1.24% | Q2 2022 | Q3 2023 | 6 |
Hills Bank & Trust Co | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Global Endowment Management, LP | 3 | 1 | 0.10% | 0.21% | 0.71% | Q2 2013 | Q2 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 6 |
Orinda Asset Management LLC | 6 | 6 | 0.13% | 0.19% | 0.25% | Q2 2013 | Q3 2014 | 6 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
DAVIDSON TRUST CO | 5 | 5 | 0.26% | 0.30% | 0.34% | Q1 2020 | Q1 2021 | 5 |
Tempus Wealth Planning, LLC | 5 | 5 | 0.21% | 0.38% | 0.85% | Q3 2022 | Q3 2023 | 5 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 5 |
HEADINVEST, LLC | 5 | 5 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q4 2021 | 5 |
RONALD BLUE & CO LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q2 2017 | 5 |
Vigilare Wealth Management | 5 | 5 | 0.30% | 0.39% | 0.52% | Q3 2020 | Q3 2021 | 5 |
MTM Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2019 | 5 |
Requisite Capital Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q1 2022 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 0.22% | 0.34% | 0.46% | Q4 2020 | Q4 2021 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 5 |
D. SCOTT NEAL, INC. | 5 | 5 | 0.38% | 0.49% | 0.70% | Q4 2013 | Q4 2014 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 0.19% | 0.55% | 1.86% | Q3 2018 | Q3 2019 | 5 |
GDS Wealth Management | 5 | 5 | 0.04% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Wellspring Financial Advisors, LLC | 4 | 1 | 0.15% | 0.31% | 0.44% | Q4 2020 | Q1 2022 | 5 |
Vident Investment Advisory, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.12% | 0.54% | Q3 2015 | Q2 2022 | 5 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 5 |
WEST BANCORPORATION INC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kalos Management, Inc. | 5 | 5 | 0.27% | 0.82% | 1.73% | Q4 2018 | Q4 2019 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q1 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
HawsGoodwin Investment Management LLC | 5 | 5 | 1.56% | 2.56% | 3.29% | Q4 2020 | Q4 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.06% | 0.15% | 0.38% | Q3 2021 | Q3 2022 | 5 |
Moneda S.A. Administradora General de Fondos | 5 | 5 | 0.37% | 0.49% | 0.72% | Q3 2022 | Q3 2023 | 5 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.02% | 0.09% | 0.12% | Q2 2019 | Q4 2022 | 5 |
MISSION WEALTH MANAGEMENT, LP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Graypoint LLC | 5 | 5 | 0.05% | 0.12% | 0.42% | Q3 2022 | Q3 2023 | 5 |
Smithfield Trust Co | 4 | 1 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q2 2022 | 5 |
McNaughton Wealth Management, LLC | 5 | 5 | 0.16% | 0.22% | 0.28% | Q4 2019 | Q4 2020 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.39% | 0.41% | 0.43% | Q4 2016 | Q4 2017 | 5 |
CHARTWELL INVESTMENT PARTNERS, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Castle Rock Wealth Management, LLC | 5 | 5 | 0.58% | 1.18% | 2.42% | Q1 2020 | Q1 2021 | 5 |
STANSBERRY ASSET MANAGEMENT, LLC | 5 | 5 | 0.62% | 0.74% | 0.87% | Q3 2022 | Q3 2023 | 5 |
MONETARY MANAGEMENT GROUP INC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Moloney Securities Asset Management, LLC | 4 | 1 | 0.10% | 0.19% | 0.26% | Q1 2017 | Q1 2019 | 5 |
Cornerstone Wealth Group, LLC | 5 | 5 | 0.77% | 0.89% | 1.14% | Q1 2019 | Q1 2020 | 5 |
Wealth Alliance | 4 | 1 | 0.08% | 0.57% | 0.80% | Q4 2020 | Q3 2023 | 5 |
Clear Creek Financial Management, LLC | 3 | 2 | 0.05% | 0.08% | 0.15% | Q2 2022 | Q3 2023 | 5 |
Cougar Global Investments Ltd | 2 | 1 | 1.34% | 2.46% | 3.42% | Q1 2016 | Q3 2020 | 5 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.22% | 1.08% | Q1 2014 | Q1 2021 | 5 |
TBH Global Asset Management, LLC | 4 | 1 | 0.10% | 1.50% | 3.70% | Q3 2020 | Q4 2022 | 5 |
RDA Financial Network | 4 | 1 | 0.12% | 0.26% | 0.34% | Q1 2022 | Q3 2023 | 5 |
Buttonwood Financial Group, LLC | 5 | 5 | 0.60% | 1.88% | 2.47% | Q4 2022 | Q4 2023 | 5 |
Northland Capital Management LLC | 4 | 1 | 1.62% | 9.97% | 13.02% | Q4 2021 | Q2 2023 | 5 |
Robertson Stephens Wealth Management, LLC | 4 | 1 | 0.12% | 0.17% | 0.21% | Q4 2020 | Q3 2023 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.84% | 1.43% | 1.77% | Q4 2020 | Q4 2021 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.07% | 0.66% | 0.97% | Q4 2020 | Q3 2023 | 5 |
SWS Partners | 3 | 2 | 0.00% | 0.12% | 0.20% | Q4 2017 | Q3 2023 | 5 |
PATTON ALBERTSON MILLER GROUP, LLC | 5 | 5 | 0.08% | 0.25% | 0.38% | Q2 2019 | Q2 2020 | 5 |
Apriem Advisors | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 5 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Stokes Family Office, LLC | 4 | 1 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2022 | 5 |
Perennial Investment Advisors, LLC | 4 | 1 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 5 |
DFPG INVESTMENTS, LLC | 3 | 1 | 0.20% | 0.26% | 0.31% | Q4 2018 | Q3 2023 | 5 |
TCTC Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.68% | 0.74% | 0.90% | Q4 2016 | Q4 2017 | 5 |
F-Squared Investment Management, LLC | 4 | 1 | 2.34% | 2.64% | 2.84% | Q3 2013 | Q1 2015 | 5 |
Commonwealth Financial Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Evolution Wealth Advisors, LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Whitegate Investment Counselors, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2021 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 1.31% | 1.58% | 1.84% | Q2 2021 | Q2 2022 | 5 |
Wealthspire Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 5 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 2 | 0.03% | 0.12% | 0.26% | Q2 2015 | Q3 2016 | 5 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 5 |
Chicago Partners Investment Group LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 1 | 0.03% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 5 |
MBM Wealth Consultants, LLC | 4 | 1 | 0.00% | 2.18% | 2.80% | Q2 2021 | Q4 2022 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 4.53% | 5.51% | 5.93% | Q1 2022 | Q1 2023 | 5 |
LFA - Lugano Financial Advisors SA | 5 | 5 | 0.01% | 0.10% | 0.38% | Q2 2018 | Q2 2019 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.30% | 0.83% | 1.34% | Q3 2022 | Q3 2023 | 5 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.13% | 0.20% | 0.26% | Q4 2021 | Q3 2022 | 4 |
Frontier Asset Management, LLC | 4 | 4 | 0.56% | 0.59% | 0.62% | Q4 2021 | Q3 2022 | 4 |
Tevis Investment Management | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 1.41% | 3.07% | Q4 2019 | Q4 2020 | 4 |
Park Place Capital Corp | 4 | 4 | 1.10% | 1.20% | 1.29% | Q4 2022 | Q3 2023 | 4 |
AGF Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.52% | 1.03% | 1.57% | Q4 2018 | Q3 2019 | 4 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q1 2020 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.19% | 0.25% | 0.33% | Q1 2020 | Q4 2020 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 7.11% | 7.27% | 7.46% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.03% | 0.10% | Q3 2022 | Q3 2023 | 4 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.07% | 0.12% | 0.17% | Q4 2019 | Q3 2021 | 4 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q4 2021 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Berman Capital Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 4 |
ADVISOR PARTNERS LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 4 |
Visionary Wealth Advisors | 2 | 2 | 0.03% | 0.14% | 0.31% | Q1 2021 | Q3 2023 | 4 |
Rotella Capital Management, Inc. | 4 | 4 | 0.31% | 1.04% | 1.82% | Q1 2014 | Q4 2014 | 4 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.15% | 0.28% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.14% | 0.24% | 0.36% | Q4 2022 | Q3 2023 | 4 |
AdvicePeriod, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q3 2018 | 4 |
Tuttle Capital Management, LLC | 4 | 4 | 0.23% | 0.36% | 0.62% | Q4 2015 | Q3 2016 | 4 |
Essential Planning, LLC. | 4 | 4 | 2.52% | 2.93% | 3.50% | Q4 2022 | Q3 2023 | 4 |
Titus Wealth Management | 3 | 1 | 0.11% | 0.19% | 0.28% | Q1 2020 | Q3 2021 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 4 | 4 | 1.87% | 1.97% | 2.23% | Q4 2022 | Q3 2023 | 4 |
Sovereign Financial Group, Inc. | 4 | 4 | 0.18% | 0.25% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.14% | 0.16% | 0.19% | Q2 2013 | Q1 2014 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MARYLAND CAPITAL ADVISORS INC. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q1 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.32% | 0.35% | 0.40% | Q4 2022 | Q3 2023 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
MKT Advisors LLC | 4 | 4 | 0.15% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.20% | 0.33% | 0.40% | Q4 2022 | Q3 2023 | 4 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 4 | 0.03% | 0.12% | 0.20% | Q3 2013 | Q2 2014 | 4 |
Financial Enhancement Group LLC | 4 | 4 | 1.07% | 1.18% | 1.26% | Q4 2022 | Q3 2023 | 4 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.15% | 0.38% | Q3 2013 | Q4 2019 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.80% | 0.87% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Personal Capital Advisors Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Lighthouse Financial Advisors, Inc. | 4 | 4 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q1 2021 | 4 |
COMMUNITY TRUST & INVESTMENT CO | 3 | 1 | 0.08% | 1.12% | 1.51% | Q1 2016 | Q3 2023 | 4 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.56% | 1.40% | 1.85% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 1.75% | 2.10% | 2.44% | Q4 2022 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q2 2022 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.21% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q3 2019 | Q1 2021 | 4 |
Edge Wealth Management LLC | 2 | 2 | 0.01% | 0.66% | 1.26% | Q1 2020 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Price Capital Management, Inc. | 4 | 4 | 0.44% | 19.54% | 74.56% | Q4 2018 | Q3 2019 | 4 |
Wiser Wealth Management, Inc | 2 | 2 | 0.10% | 0.18% | 0.28% | Q4 2020 | Q4 2021 | 4 |
Keebeck Wealth Management, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q1 2023 | 4 |
Cable Hill Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 4 |
Scarborough Advisors, LLC | 4 | 4 | 1.15% | 1.47% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 1.15% | 2.62% | 3.50% | Q3 2022 | Q2 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.50% | 0.70% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Premia Global Advisors, LLC | 3 | 1 | 0.05% | 0.10% | 0.22% | Q4 2017 | Q1 2019 | 4 |
Advanced Asset Management Advisors Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
TRIANGLE PEAK PARTNERS, LP | 4 | 4 | 0.26% | 0.29% | 0.34% | Q4 2013 | Q3 2014 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.15% | 0.35% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Biltmore Capital Advisors LLC | 2 | 2 | 0.04% | 0.16% | 0.46% | Q4 2020 | Q4 2021 | 4 |
Dentgroup LLC | 4 | 4 | 0.27% | 0.32% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.14% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 4 |
My Legacy Advisors, LLC | 4 | 4 | 0.77% | 0.90% | 1.00% | Q4 2022 | Q3 2023 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.72% | 0.85% | 0.95% | Q4 2022 | Q3 2023 | 4 |
LINCOLN CAPITAL CORP | 4 | 4 | 3.24% | 3.28% | 3.35% | Q4 2022 | Q3 2023 | 4 |
Golden State Equity Partners | 2 | 1 | 0.08% | 0.40% | 0.81% | Q1 2021 | Q3 2023 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q2 2022 | 4 |
FINANCIAL LIFE ADVISORS | 4 | 4 | 0.10% | 0.36% | 0.63% | Q4 2022 | Q3 2023 | 4 |
JT Stratford LLC | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Arlington Capital Management, Inc. | 4 | 4 | 1.03% | 2.44% | 3.16% | Q4 2022 | Q3 2023 | 4 |
SHEPHERD KAPLAN KROCHUK, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2014 | 4 |
WoodTrust Financial Corp | 4 | 4 | 1.32% | 1.38% | 1.49% | Q4 2017 | Q3 2018 | 4 |
Mill Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.65% | 0.73% | 0.86% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.32% | 0.37% | 0.47% | Q4 2022 | Q3 2023 | 4 |
New England Private Wealth Advisors LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Bremer Bank National Association | 4 | 4 | 0.28% | 0.28% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 1.38% | 2.26% | 4.15% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Cypress Wealth Advisors LLC | 4 | 4 | 0.32% | 0.38% | 0.47% | Q2 2015 | Q1 2016 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 0.17% | 0.26% | 0.51% | Q4 2022 | Q3 2023 | 4 |
DOHJ, LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q2 2020 | Q1 2021 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 1 | 6.59% | 11.62% | 16.58% | Q4 2014 | Q1 2019 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 4.89% | 6.00% | 6.93% | Q4 2022 | Q3 2023 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.55% | 0.65% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Schonfeld Strategic Advisors LLC | 4 | 4 | 0.02% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4 | 4 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q2 2019 | 4 |
SILVERLAKE WEALTH MANAGEMENT LLC | 4 | 4 | 0.14% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Hudson Capital Management LLC | 4 | 4 | 0.84% | 1.94% | 2.90% | Q4 2017 | Q3 2018 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NORTHSTAR ASSET MANAGEMENT INC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q2 2022 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
BALLAST ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.32% | 0.84% | 1.23% | Q4 2022 | Q3 2023 | 4 |
HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
W ADVISORS, LLC | 4 | 4 | 0.25% | 0.41% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Wells Financial Advisors INC | 4 | 4 | 0.80% | 0.97% | 1.15% | Q4 2021 | Q3 2022 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 1.51% | 1.74% | 1.97% | Q4 2022 | Q3 2023 | 4 |
Mayflower Financial Advisors, LLC | 4 | 4 | 0.35% | 0.44% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Edmonds Duncan Registered Investment Advisors, LLC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q4 2015 | Q3 2016 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.18% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
AMS Capital Ltda | 4 | 4 | 8.14% | 9.26% | 11.55% | Q3 2020 | Q2 2021 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.06% | 0.14% | 0.19% | Q1 2022 | Q4 2022 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.26% | 0.28% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.58% | 0.66% | 0.77% | Q4 2022 | Q3 2023 | 4 |
BADGLEY PHELPS & BELL INC | 2 | 2 | 0.02% | 0.30% | 0.60% | Q2 2019 | Q2 2021 | 4 |
Euclid Advisors LLC | 4 | 4 | 0.41% | 0.51% | 0.69% | Q2 2014 | Q1 2015 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.07% | 0.08% | 0.12% | Q4 2021 | Q3 2022 | 4 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.01% | 1.21% | 3.47% | Q3 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PALLADIEM, LLC | 3 | 3 | 0.89% | 1.03% | 1.16% | Q4 2020 | Q2 2021 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
SNS Financial Group, LLC | 3 | 3 | 0.19% | 0.24% | 0.27% | Q1 2013 | Q3 2013 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Amtrust Financial Services, Inc. | 2 | 1 | 2.49% | 6.65% | 10.12% | Q1 2017 | Q1 2018 | 3 |
Claro Advisors LLC | 3 | 3 | 0.09% | 0.37% | 0.56% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.13% | 0.18% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Eudaimonia Partners, LLC | 2 | 1 | 0.01% | 0.05% | 0.11% | Q4 2019 | Q1 2021 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.00% | 0.16% | 0.49% | Q3 2014 | Q3 2015 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 3 |
Legacy Financial Group LLC | 3 | 3 | 0.89% | 1.16% | 1.48% | Q1 2023 | Q3 2023 | 3 |
Simplify Asset Management Inc. | 3 | 3 | 0.09% | 0.43% | 0.78% | Q1 2023 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Mirador Capital Partners LP | 3 | 3 | 0.08% | 0.13% | 0.17% | Q1 2020 | Q3 2020 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Optas, LLC | 3 | 3 | 0.44% | 0.45% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Camelot Portfolios, LLC | 3 | 3 | 0.63% | 0.66% | 0.68% | Q1 2020 | Q3 2020 | 3 |
Triumph Capital Management | 3 | 3 | 0.29% | 0.32% | 0.34% | Q1 2022 | Q3 2022 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 1.14% | 1.70% | 2.01% | Q1 2023 | Q3 2023 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 2.08% | 2.15% | 2.19% | Q1 2019 | Q4 2019 | 3 |
EAGLE GLOBAL ADVISORS LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 3 |
TimeScale Financial, Inc. | 2 | 1 | 0.00% | 0.10% | 0.16% | Q2 2019 | Q2 2023 | 3 |
TRUEWEALTH LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q2 2020 | 3 |
Investors Capital Advisory Services | 3 | 3 | 0.26% | 0.39% | 0.46% | Q4 2015 | Q2 2016 | 3 |
CAHILL FINANCIAL ADVISORS INC | 2 | 1 | 0.01% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2021 | 3 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.09% | 0.26% | Q2 2018 | Q1 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
MID CONTINENT CAPITAL LLC/IL | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.22% | 0.28% | 0.37% | Q4 2022 | Q3 2023 | 3 |
Bellecapital International Ltd. | 3 | 3 | 0.29% | 0.93% | 1.30% | Q4 2013 | Q2 2014 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Glassman Wealth Services | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.28% | 0.36% | 0.42% | Q4 2022 | Q3 2023 | 3 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Crown Wealth Group, LLC | 3 | 3 | 0.40% | 0.61% | 0.88% | Q4 2021 | Q2 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.01% | 0.12% | 0.22% | Q3 2019 | Q3 2020 | 3 |
Advisor Resource Council | 3 | 3 | 0.11% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
VICUS CAPITAL | 2 | 1 | 0.10% | 0.15% | 0.21% | Q3 2019 | Q4 2022 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 3 |
MANNING & NAPIER ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.22% | 0.25% | 0.28% | Q1 2022 | Q3 2022 | 3 |
Barber Financial Group, Inc. | 1 | 1 | 0.04% | 1.54% | 3.49% | Q4 2016 | Q2 2022 | 3 |
DELPHI FINANCIAL GROUP, INC. | 3 | 3 | 0.47% | 0.55% | 0.71% | Q1 2023 | Q3 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Fiduciary Alliance LLC | 2 | 1 | 0.00% | 0.10% | 0.17% | Q4 2022 | Q3 2023 | 3 |
NVWM, LLC | 1 | 1 | 0.00% | 0.10% | 0.30% | Q3 2020 | Q2 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
ORG Partners LLC | 3 | 3 | 0.04% | 1.20% | 2.18% | Q1 2023 | Q3 2023 | 3 |
FIRST CITIZENS BANCORPORATION INC | 3 | 3 | 0.19% | 0.21% | 0.26% | Q2 2013 | Q4 2013 | 3 |
Kistler-Tiffany Companies, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q4 2018 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.11% | 0.13% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q1 2023 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 0.64% | 1.04% | 1.32% | Q2 2022 | Q4 2022 | 3 |
Biltmore Family Office, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 3 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q3 2021 | 3 |
FolioMetrix LLC | 3 | 3 | 1.20% | 2.06% | 2.58% | Q4 2014 | Q2 2015 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lowe Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.04% | 0.05% | Q1 2015 | Q3 2020 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ackerman Capital Advisors, LLC | 3 | 3 | 0.80% | 1.07% | 1.25% | Q1 2023 | Q3 2023 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.11% | 0.15% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.02% | 0.09% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Karpus Management, Inc. | 3 | 3 | 0.54% | 0.76% | 0.88% | Q2 2013 | Q4 2013 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 3 | 3 | 0.16% | 0.23% | 0.36% | Q1 2023 | Q3 2023 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Armor Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.72% | 0.91% | 1.27% | Q2 2020 | Q4 2020 | 3 |
GREENLEAF TRUST | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2015 | 3 |
Live Oak Investment Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Scissortail Wealth Management, LLC | 2 | 1 | 0.55% | 2.51% | 3.48% | Q4 2021 | Q3 2022 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2022 | 3 |
Ruggie Capital Group | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 3 |
HALL LAURIE J TRUSTEE | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Physician Wealth Advisors, Inc. | 2 | 1 | 0.76% | 0.80% | 0.84% | Q3 2019 | Q3 2020 | 3 |
Beaumont Capital Management, LLC | 2 | 1 | 0.20% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.06% | 0.09% | Q1 2022 | Q4 2022 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.43% | 0.44% | 0.45% | Q1 2023 | Q3 2023 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
EASTERN BANK | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.05% | 0.13% | Q3 2020 | Q1 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
ERTS Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.29% | 0.66% | Q4 2018 | Q2 2019 | 3 |
DERBY & COMPANY, INC | 3 | 3 | 0.16% | 0.23% | 0.27% | Q4 2017 | Q2 2018 | 3 |
Resource Planning Group | 2 | 1 | 0.15% | 0.20% | 0.27% | Q2 2021 | Q3 2022 | 3 |
Hollow Brook Wealth Management LLC | 2 | 1 | 0.36% | 0.50% | 0.75% | Q4 2019 | Q2 2021 | 3 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.36% | 0.70% | 1.17% | Q4 2020 | Q1 2022 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
EQ LLC | 2 | 1 | 0.20% | 0.24% | 0.29% | Q4 2020 | Q2 2023 | 3 |
WESTWOOD HOLDINGS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 0.12% | 0.28% | 0.60% | Q4 2022 | Q2 2023 | 3 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3 | 3 | 1.17% | 1.27% | 1.43% | Q2 2019 | Q4 2019 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.07% | 0.11% | 0.17% | Q4 2012 | Q2 2013 | 3 |
LITTLE HOUSE CAPITAL LLC | 3 | 3 | 0.74% | 0.77% | 0.81% | Q2 2021 | Q4 2021 | 3 |
CERTUITY, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Fulcrum Equity Management | 2 | 1 | 0.03% | 0.16% | 0.28% | Q3 2019 | Q4 2020 | 3 |
EAGLE ASSET MANAGEMENT INC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2020 | 3 |
PLANNING ALTERNATIVES LTD /ADV | 3 | 3 | 0.14% | 0.37% | 0.63% | Q2 2018 | Q4 2018 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.32% | 0.35% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Leicht Financial Planning & Wealth Management, Inc. | 3 | 3 | 0.26% | 2.36% | 5.99% | Q4 2019 | Q2 2020 | 3 |
Veritable, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 3 |
1834 INVESTMENT ADVISORS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 3 |
FIRST INTERSTATE BANK | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 3 |
WJ Wealth Management, LLC | 2 | 1 | 0.78% | 1.36% | 2.40% | Q4 2020 | Q3 2021 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Strategic Income Management, LLC | 3 | 3 | 3.16% | 3.19% | 3.23% | Q4 2014 | Q2 2015 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 2 |
SHAKER INVESTMENTS LLC/OH | 2 | 2 | 0.50% | 0.51% | 0.52% | Q3 2016 | Q4 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Bickling Financial Services, Inc. | 2 | 2 | 0.25% | 0.28% | 0.31% | Q4 2020 | Q1 2021 | 2 |
Compass Ion Advisors, LLC | 2 | 2 | 2.80% | 2.88% | 2.97% | Q1 2020 | Q2 2020 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 2 |
Wealthstar Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2019 | Q2 2019 | 2 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2017 | 2 |
LWM Advisory Services, LLC | 1 | 1 | 0.28% | 0.30% | 0.32% | Q4 2021 | Q3 2022 | 2 |
WESBANCO BANK INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
Almitas Capital LLC | 2 | 2 | 1.01% | 1.25% | 1.48% | Q1 2019 | Q2 2019 | 2 |
Parsec Financial Management, Inc. | 2 | 2 | 0.10% | 0.18% | 0.25% | Q4 2022 | Q1 2023 | 2 |
Baron Financial Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2022 | 2 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2020 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.12% | 0.15% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Accel Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Fusion Investment Group, LLC | 1 | 1 | 0.04% | 0.36% | 0.69% | Q4 2013 | Q2 2014 | 2 |
Virtu Financial LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q3 2017 | Q2 2018 | 2 |
Highland Private Wealth Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.05% | 0.18% | 0.32% | Q1 2023 | Q2 2023 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Redwood Financial Network Corp | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2022 | Q2 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.08% | 0.16% | Q2 2023 | Q3 2023 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.91% | 0.93% | 0.95% | Q4 2022 | Q1 2023 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.02% | 0.15% | 0.29% | Q4 2019 | Q4 2021 | 2 |
Hugh Johnson Advisors LLC | 2 | 2 | 0.47% | 0.48% | 0.50% | Q4 2016 | Q1 2017 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.49% | 0.52% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Avion Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Centric Wealth Management | 2 | 2 | 0.72% | 0.76% | 0.80% | Q1 2022 | Q2 2022 | 2 |
Aureus Asset Management, LLC | 2 | 2 | 0.21% | 0.28% | 0.35% | Q1 2015 | Q2 2015 | 2 |
Farmers National Bank | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q3 2017 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.76% | 0.80% | 0.84% | Q2 2013 | Q3 2013 | 2 |
Windsor Capital Management, LLC | 1 | 1 | 0.04% | 0.14% | 0.23% | Q3 2013 | Q3 2016 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 0.19% | 0.21% | 0.22% | Q2 2020 | Q3 2020 | 2 |
Bank of Kentucky, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Talisman Wealth Advisors LLC | 2 | 2 | 0.40% | 0.44% | 0.48% | Q4 2022 | Q1 2023 | 2 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.35% | 0.81% | 1.27% | Q4 2018 | Q3 2021 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.78% | 0.82% | 0.86% | Q3 2022 | Q4 2022 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.02% | 3.83% | 7.63% | Q4 2015 | Q1 2016 | 2 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2022 | 2 |
GOULD ASSET MANAGEMENT LLC /CA/ | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 2 |
Curbstone Financial Management Corp | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
FundX Investment Group, LLC | 1 | 1 | 0.20% | 3.18% | 6.16% | Q4 2014 | Q1 2016 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 2 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q3 2021 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2019 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q2 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.16% | 0.61% | 1.06% | Q3 2022 | Q4 2022 | 2 |
Heartwood Wealth Advisors LLC | 2 | 2 | 2.76% | 2.77% | 2.77% | Q2 2022 | Q3 2022 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.57% | 0.58% | 0.58% | Q4 2018 | Q1 2019 | 2 |
Schubert & Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Cleary Gull Holdings Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Cedar Mountain Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
RUSSELL FRANK CO/ | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2015 | Q3 2015 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.05% | 0.08% | 0.12% | Q1 2020 | Q2 2020 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.50% | 0.54% | 0.57% | Q2 2022 | Q3 2022 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q4 2019 | 2 |
THEORY FINANCIAL LLC | 2 | 2 | 4.34% | 4.48% | 4.62% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Strategic Capital Group LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.48% | 0.56% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
Summit Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q4 2022 | 2 |
MBE Wealth Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2019 | Q1 2020 | 2 |
Nishkama Capital, LLC | 1 | 1 | 0.36% | 0.58% | 0.80% | Q1 2023 | Q1 2023 | 2 |
Mill Creek Capital Advisors, LLC | 2 | 2 | 0.94% | 0.97% | 1.00% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.44% | 0.46% | 0.48% | Q2 2013 | Q3 2013 | 2 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 2 |
Manhattan West Asset Management, LLC | 2 | 2 | 0.53% | 0.82% | 1.11% | Q2 2023 | Q3 2023 | 2 |
DRW Securities, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
ALLSTATE CORP | 2 | 2 | 0.47% | 1.02% | 1.57% | Q2 2023 | Q3 2023 | 2 |
CIM INVESTMENT MANAGEMENT INC | 2 | 2 | 0.28% | 0.58% | 0.87% | Q3 2021 | Q4 2021 | 2 |
One Day In July LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
NCM Capital Management, LLC | 1 | 1 | 0.23% | 1.10% | 1.97% | Q1 2022 | Q4 2022 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.11% | 0.20% | Q4 2020 | Q2 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 2 |
PARNASSUS INVESTMENTS, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 2 |
Knuff & Co LLC | 2 | 2 | 0.18% | 0.22% | 0.25% | Q2 2020 | Q3 2020 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.12% | 0.19% | Q2 2018 | Q4 2018 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.15% | 0.28% | 0.41% | Q2 2013 | Q3 2013 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.05% | 0.49% | 0.93% | Q3 2015 | Q4 2015 | 2 |
Optimum Quantvest Corp | 2 | 2 | 8.70% | 9.24% | 9.77% | Q2 2020 | Q3 2020 | 2 |
Daniels&Tansey,LLP | 2 | 2 | 0.22% | 3.06% | 5.90% | Q3 2020 | Q4 2020 | 2 |
NBT BANK N A /NY | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2015 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
PAYDEN & RYGEL | 2 | 2 | 0.01% | 0.17% | 0.32% | Q3 2020 | Q4 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.26% | 1.19% | 2.12% | Q2 2013 | Q2 2013 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 5.58% | 6.66% | 7.74% | Q4 2020 | Q4 2022 | 2 |
Pinnacle Summer Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Slow Capital, Inc. | 2 | 2 | 0.09% | 0.42% | 0.76% | Q1 2019 | Q2 2019 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 2 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 0.30% | 0.30% | 0.31% | Q4 2022 | Q1 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PrairieView Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Kowal Investment Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.09% | 0.17% | Q2 2018 | Q2 2020 | 2 |
Clarity Financial LLC | 2 | 2 | 0.93% | 8.16% | 15.38% | Q4 2020 | Q1 2021 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.32% | 0.41% | 0.49% | Q2 2023 | Q3 2023 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q2 2016 | 2 |
RGT Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q3 2016 | Q4 2016 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
3D/L Capital Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Quintium Advisors, LLC | 2 | 2 | 0.35% | 0.54% | 0.73% | Q3 2015 | Q4 2015 | 2 |
Wright Fund Management, LLC | 2 | 2 | 6.23% | 8.88% | 11.52% | Q1 2023 | Q2 2023 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q4 2013 | 2 |
Petix & Botte Co | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Jenkins Wealth | 1 | 1 | 1.68% | 1.72% | 1.76% | Q4 2021 | Q4 2022 | 2 |
JANUS HENDERSON GROUP PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Value Monitoring, Inc. | 1 | 1 | 16.36% | 17.65% | 18.94% | Q1 2019 | Q4 2019 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Estabrook Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
ANGELES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.09% | 0.16% | 0.23% | Q2 2013 | Q3 2013 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2020 | Q4 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2021 | Q3 2021 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Three Bridge Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Portfolio Strategies Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2013 | Q1 2013 | 1 |
Wind River Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q4 2012 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
NATIONAL MUTUAL FUNDS MANAGEMENT LTD | 1 | 1 | 41.42% | 41.42% | 41.42% | Q1 2023 | Q1 2023 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
COHEN & STEERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
HT Partners LLC | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2018 | Q4 2018 | 1 |
SAGE RHINO CAPITAL LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisor OS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2016 | Q1 2016 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 3.59% | 3.59% | 3.59% | Q1 2016 | Q1 2016 | 1 |
First Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 3.41% | 3.41% | 3.41% | Q3 2021 | Q3 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ALERUS FINANCIAL NA | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2023 | Q3 2023 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 8.42% | 8.42% | 8.42% | Q4 2022 | Q4 2022 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 3.21% | 3.21% | 3.21% | Q1 2021 | Q1 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRUST CO OF VIRGINIA /VA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Berkshire Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Peachtree Investment Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q4 2016 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2023 | Q2 2023 | 1 |
WASHINGTON CAPITAL MANAGEMENT, INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Long Wharf Investors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
Acorn Advisory Capital L.P. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Management Group, Inc. | 1 | 1 | 2.68% | 2.68% | 2.68% | Q3 2023 | Q3 2023 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
FirstPurpose Wealth LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Navalign, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Citizens Business Bank | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 9.21% | 9.21% | 9.21% | Q2 2020 | Q2 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIRSTMERIT BANK N A TRUSTEE | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2016 | Q2 2016 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Fiduciary Planning LLC | 1 | 1 | 4.80% | 4.80% | 4.80% | Q4 2019 | Q4 2019 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2013 | Q4 2013 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2013 | Q2 2013 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
EMG Holdings, L.P. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
RIVERSEDGE ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2016 | Q4 2016 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2018 | Q4 2018 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1 | 1 | 13.86% | 13.86% | 13.86% | Q3 2017 | Q3 2017 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 3.66% | 3.66% | 3.66% | Q4 2022 | Q4 2022 | 1 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Kelman-Lazarov, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
JD Financial Services Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Savant Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2021 | Q1 2021 | 1 |
First County Bank /CT/ | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
TORRAY INVESTMENT PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 4.49% | 4.49% | 4.49% | Q2 2020 | Q2 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Family Management Corp | 1 | 1 | 1.74% | 1.74% | 1.74% | Q3 2022 | Q3 2022 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2021 | Q4 2021 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2023 | Q2 2023 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Retirement Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2020 | Q2 2020 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Maryland Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
ARCH CAPITAL GROUP LTD. | 1 | 1 | 9.02% | 9.02% | 9.02% | Q4 2020 | Q4 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Schrum Private Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SYON CAPITAL LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2023 | Q3 2023 | 1 |
Intelligence Driven Advisers, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
SYMONS CAPITAL MANAGEMENT INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WATERS PARKERSON & CO., LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Pacific Sage Partners, LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2023 | Q3 2023 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
EXCELSIA, INC. | 1 | 1 | 4.20% | 4.20% | 4.20% | Q2 2013 | Q2 2013 | 1 |
Tidal Investments LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
GFG Capital, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Greytown Advisors Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strid Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Trutina Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
HIGH POINT BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
One Capital Management, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2022 | Q3 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Hutchens & Kramer Investment Management Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Sepio Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Trivant Custom Portfolio Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 4.07% | 4.07% | 4.07% | Q3 2023 | Q3 2023 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 4.09% | 4.09% | 4.09% | Q4 2021 | Q4 2021 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
First Command Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Olympiad Research LP | 1 | 1 | 4.56% | 4.56% | 4.56% | Q4 2019 | Q4 2019 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
Gradient Capital Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2022 | Q4 2022 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Murphy Pohlad Asset Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 2.57% | 2.57% | 2.57% | Q2 2020 | Q2 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2023 | Q3 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
VALLEY FINANCIAL MANAGEMENT, INC. | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2023 | Q2 2023 | 1 |
Progressive Investment Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
UNIONVIEW, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2022 | Q1 2022 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CADENCE BANK NA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2020 | Q4 2020 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
True North Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
United Community Bank | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lantz Financial LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
SECURIAN ASSET MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
361 CAPITAL LLC | 1 | 1 | 7.05% | 7.05% | 7.05% | Q1 2016 | Q1 2016 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
G&S Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Heritage Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Derbend Asset Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
DIMENSION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | 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.