Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.20% | 0.60% | 1.01% | Q4 2012 | Q3 2023 | 44 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 43 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.14% | 0.84% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 2.37% | 5.37% | 9.47% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.05% | 1.35% | 7.19% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.02% | 0.18% | 1.11% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.05% | 2.81% | 6.79% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.02% | 0.15% | 0.49% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.31% | 0.77% | 1.06% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.12% | 0.40% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.08% | 0.22% | 0.40% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST HAWAIIAN BANK | 42 | 42 | 0.02% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 4.82% | 14.39% | Q2 2013 | Q3 2023 | 42 |
PETTYJOHN, WOOD & WHITE, INC | 28 | 13 | 0.06% | 0.28% | 0.75% | Q2 2013 | Q3 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.02% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 41 |
Haverford Trust Co | 40 | 1 | 0.01% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 41 |
HOWE & RUSLING INC | 38 | 3 | 0.45% | 1.97% | 4.40% | Q2 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO | 40 | 40 | 0.00% | 0.06% | 0.13% | Q4 2013 | Q3 2023 | 40 |
Legacy Private Trust Co. | 36 | 3 | 0.06% | 2.21% | 5.91% | Q3 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.05% | 0.09% | 0.21% | Q1 2014 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
BANK OF MONTREAL /CAN/ | 30 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Beaumont Financial Partners, LLC | 38 | 38 | 0.03% | 0.41% | 2.03% | Q2 2013 | Q3 2022 | 38 |
Smith, Salley & Associates | 38 | 38 | 0.09% | 0.65% | 3.02% | Q2 2014 | Q3 2023 | 38 |
WHITTIER TRUST CO OF NEVADA INC | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
WEBSTER BANK, N. A. | 38 | 38 | 0.04% | 0.81% | 1.80% | Q2 2014 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 27 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 37 |
1ST SOURCE BANK | 37 | 37 | 0.04% | 0.19% | 0.41% | Q3 2014 | Q3 2023 | 37 |
Advisory Services Network, LLC | 27 | 9 | 0.05% | 0.13% | 0.40% | Q3 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.05% | 0.26% | 1.18% | Q4 2014 | Q3 2023 | 36 |
AMERIPRISE FINANCIAL INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
AMG National Trust Bank | 36 | 36 | 0.02% | 0.16% | 0.42% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 35 | 35 | 0.08% | 0.25% | 0.46% | Q1 2015 | Q3 2023 | 35 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 29 | 6 | 0.02% | 0.09% | 0.36% | Q2 2013 | Q3 2022 | 35 |
First Horizon Advisors, Inc. | 29 | 1 | 0.00% | 0.10% | 1.67% | Q1 2012 | Q4 2022 | 35 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 19 | 16 | 0.02% | 2.28% | 8.42% | Q4 2014 | Q3 2023 | 35 |
UMB Bank, n.a. | 33 | 2 | 0.01% | 0.24% | 1.65% | Q4 2014 | Q3 2023 | 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 35 |
HUNTINGTON NATIONAL BANK | 12 | 5 | 0.00% | 0.01% | 0.12% | Q3 2010 | Q3 2023 | 34 |
BESSEMER GROUP INC | 34 | 34 | 0.00% | 0.07% | 0.71% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.02% | 0.04% | 0.10% | Q2 2015 | Q2 2023 | 33 |
Patten Group, Inc. | 17 | 1 | 0.03% | 0.17% | 0.36% | Q4 2014 | Q3 2023 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.17% | 0.24% | 0.31% | Q2 2013 | Q2 2021 | 33 |
DAVENPORT & Co LLC | 33 | 33 | 0.03% | 0.13% | 0.35% | Q3 2015 | Q3 2023 | 33 |
Cetera Advisor Networks LLC | 33 | 33 | 0.01% | 0.05% | 0.20% | Q3 2015 | Q3 2023 | 33 |
FDx Advisors, Inc. | 29 | 1 | 0.01% | 0.10% | 0.25% | Q2 2014 | Q1 2023 | 33 |
GREENWOOD CAPITAL ASSOCIATES LLC | 31 | 1 | 0.10% | 2.05% | 3.77% | Q1 2015 | Q3 2023 | 32 |
1834 INVESTMENT ADVISORS CO | 32 | 32 | 0.03% | 0.11% | 0.21% | Q3 2015 | Q2 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
CITIGROUP INC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
FARMERS & MERCHANTS INVESTMENTS INC | 32 | 32 | 0.02% | 0.90% | 2.16% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Strategic Financial Services, Inc, | 30 | 30 | 4.06% | 6.31% | 9.26% | Q2 2016 | Q3 2023 | 30 |
TRUIST FINANCIAL CORP | 16 | 14 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 30 |
ASSETMARK, INC | 20 | 1 | 0.01% | 0.18% | 0.87% | Q1 2015 | Q3 2023 | 30 |
BAILARD, INC. | 30 | 30 | 0.01% | 0.22% | 1.23% | Q2 2016 | Q3 2023 | 30 |
Plancorp, LLC | 25 | 4 | 0.01% | 0.10% | 0.28% | Q1 2015 | Q4 2022 | 29 |
People's United Financial, Inc. | 17 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2020 | 29 |
St. Johns Investment Management Company, LLC | 29 | 29 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q1 2021 | 29 |
TRUST CO OF VIRGINIA /VA | 22 | 7 | 0.05% | 1.09% | 3.60% | Q2 2014 | Q3 2023 | 29 |
Heritage Wealth Advisors | 29 | 29 | 0.00% | 0.13% | 0.81% | Q3 2016 | Q3 2023 | 29 |
COMERICA BANK | 28 | 1 | 0.01% | 0.10% | 0.25% | Q1 2016 | Q3 2023 | 29 |
Bartlett & Co. LLC | 26 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2023 | 28 |
Dana Investment Advisors, Inc. | 13 | 5 | 0.01% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.94% | 1.30% | 1.95% | Q2 2013 | Q1 2020 | 28 |
STATE STREET CORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
JAMES INVESTMENT RESEARCH INC | 27 | 27 | 0.06% | 0.13% | 0.27% | Q1 2017 | Q3 2023 | 27 |
ZWJ INVESTMENT COUNSEL INC | 27 | 27 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q4 2019 | 27 |
Heritage Trust Co | 27 | 27 | 0.05% | 0.31% | 0.63% | Q1 2017 | Q3 2023 | 27 |
CAPTRUST FINANCIAL ADVISORS | 25 | 1 | 0.00% | 0.04% | 0.22% | Q2 2015 | Q3 2023 | 27 |
FIDUCIARY TRUST CO | 27 | 27 | 0.01% | 0.62% | 3.60% | Q3 2016 | Q1 2023 | 27 |
COLONY GROUP LLC | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.07% | 0.13% | 0.25% | Q2 2013 | Q3 2019 | 26 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2019 | 25 |
GOLDMAN SACHS GROUP INC | 19 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2022 | 25 |
Bray Capital Advisors | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 25 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.04% | 0.10% | 0.14% | Q2 2013 | Q2 2019 | 25 |
AT Bancorp | 24 | 24 | 0.03% | 0.29% | 0.92% | Q2 2013 | Q1 2019 | 24 |
Alaska Permanent Capital Management | 24 | 24 | 0.67% | 1.10% | 1.44% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.34% | 1.27% | 2.52% | Q4 2017 | Q3 2023 | 24 |
FIRST NATIONAL TRUST CO | 24 | 24 | 0.04% | 0.19% | 0.96% | Q4 2017 | Q3 2023 | 24 |
Hugh Johnson Advisors LLC | 15 | 9 | 0.14% | 2.34% | 3.20% | Q2 2013 | Q2 2019 | 24 |
BOKF, NA | 15 | 9 | 0.11% | 0.22% | 0.36% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 23 |
Simmons Bank | 19 | 1 | 0.22% | 0.61% | 1.19% | Q4 2016 | Q3 2023 | 23 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 23 |
Confluence Wealth Management LLC | 23 | 23 | 0.15% | 1.61% | 2.67% | Q1 2015 | Q3 2020 | 23 |
Jacobi Capital Management LLC | 23 | 23 | 0.00% | 0.01% | 0.09% | Q2 2016 | Q4 2021 | 23 |
CAPE ANN SAVINGS BANK | 12 | 1 | 0.32% | 0.47% | 0.62% | Q1 2017 | Q3 2023 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 17 | 5 | 0.04% | 0.19% | 0.75% | Q1 2018 | Q3 2023 | 22 |
OLD NATIONAL BANCORP /IN/ | 12 | 2 | 0.01% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 22 |
HANCOCK WHITNEY CORP | 13 | 9 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 22 |
Atria Investments, Inc | 13 | 1 | 0.01% | 0.03% | 0.12% | Q1 2016 | Q3 2023 | 22 |
FAS Wealth Partners, Inc. | 21 | 1 | 0.00% | 1.85% | 12.03% | Q2 2016 | Q3 2023 | 22 |
GERMAN AMERICAN BANCORP, INC. | 22 | 22 | 6.03% | 9.48% | 12.04% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 22 |
FIRST CITIZENS BANK & TRUST CO | 22 | 22 | 0.25% | 1.18% | 2.02% | Q2 2018 | Q3 2023 | 22 |
PALLADIUM PARTNERS LLC | 14 | 8 | 0.06% | 0.23% | 0.44% | Q2 2013 | Q4 2020 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
FC Advisory LLC | 21 | 21 | 0.14% | 0.42% | 0.62% | Q4 2018 | Q4 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2022 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.20% | 0.29% | 0.35% | Q3 2018 | Q3 2023 | 21 |
FIRST NATIONAL BANK OF OMAHA | 15 | 6 | 0.02% | 0.07% | 0.16% | Q4 2015 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.01% | 0.06% | 0.11% | Q1 2014 | Q1 2019 | 21 |
Alexandria Capital, LLC | 21 | 21 | 0.02% | 0.13% | 0.25% | Q4 2015 | Q4 2020 | 21 |
GREENLEAF TRUST | 20 | 1 | 0.01% | 0.20% | 0.97% | Q2 2016 | Q3 2023 | 21 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
Baystate Wealth Management LLC | 14 | 6 | 0.02% | 0.54% | 3.09% | Q1 2014 | Q3 2023 | 20 |
ZEKE CAPITAL ADVISORS, LLC | 20 | 20 | 0.34% | 1.38% | 5.08% | Q1 2018 | Q4 2022 | 20 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.13% | 0.25% | 0.42% | Q4 2017 | Q3 2022 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
CAMG Solamere Management, LLC | 20 | 20 | 0.23% | 0.78% | 2.76% | Q4 2016 | Q3 2021 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
First Allied Advisory Services, Inc. | 12 | 8 | 0.01% | 0.06% | 0.18% | Q2 2014 | Q3 2020 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q1 2018 | 20 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20 | 20 | 0.10% | 0.78% | 1.85% | Q4 2013 | Q3 2018 | 20 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q1 2022 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
DEUTSCHE BANK AG\ | 13 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Wealthstar Advisors, LLC | 10 | 9 | 3.70% | 8.44% | 12.40% | Q1 2018 | Q3 2023 | 19 |
Clearstead Advisors, LLC | 18 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 19 |
Hilton Capital Management, LLC | 19 | 19 | 2.07% | 7.28% | 11.46% | Q4 2015 | Q2 2020 | 19 |
CHATHAM CAPITAL GROUP, INC. | 19 | 19 | 0.06% | 0.76% | 1.15% | Q1 2019 | Q3 2023 | 19 |
DT Investment Partners, LLC | 19 | 19 | 0.03% | 6.31% | 13.54% | Q1 2019 | Q3 2023 | 19 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.16% | 0.24% | 0.49% | Q2 2019 | Q3 2023 | 18 |
Invesco Ltd. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
MERIDIAN MANAGEMENT CO | 18 | 18 | 5.28% | 7.47% | 11.88% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2022 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 18 |
COMERICA SECURITIES INC | 18 | 18 | 0.12% | 0.68% | 1.49% | Q3 2013 | Q4 2017 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.04% | 0.13% | 0.26% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
MERITAGE PORTFOLIO MANAGEMENT | 17 | 17 | 0.42% | 1.11% | 2.20% | Q3 2019 | Q3 2023 | 17 |
Capital Investment Services of America, Inc. | 17 | 17 | 0.15% | 0.26% | 0.37% | Q3 2019 | Q3 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.11% | 0.16% | 0.22% | Q1 2013 | Q1 2017 | 17 |
FMR LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Exchange Capital Management, Inc. | 10 | 7 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q4 2017 | 17 |
Janney Montgomery Scott LLC | 15 | 2 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 17 |
Arete Wealth Advisors, LLC | 10 | 7 | 0.02% | 0.26% | 0.49% | Q4 2017 | Q1 2022 | 17 |
Integrated Advisors Network LLC | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 16 |
Clear Perspective Advisors, LLC | 13 | 3 | 0.16% | 0.32% | 0.81% | Q3 2017 | Q4 2021 | 16 |
HOWLAND CAPITAL MANAGEMENT LLC | 16 | 16 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Capital Advisors, Ltd. LLC | 10 | 6 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 16 |
TRUE Private Wealth Advisors | 16 | 16 | 0.06% | 2.31% | 5.26% | Q1 2018 | Q4 2021 | 16 |
Towercrest Capital Management | 16 | 16 | 2.25% | 5.98% | 8.07% | Q4 2014 | Q3 2018 | 16 |
AdvisorNet Financial, Inc | 9 | 3 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 16 |
LAZARD ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
KANALY TRUST CO | 15 | 15 | 0.12% | 0.14% | 0.24% | Q2 2013 | Q4 2016 | 15 |
Graypoint LLC | 15 | 15 | 0.06% | 1.53% | 4.49% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MITCHELL SINKLER & STARR/PA | 15 | 15 | 0.27% | 0.58% | 1.30% | Q4 2019 | Q2 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Riverview Trust Co | 15 | 15 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.06% | 0.59% | 1.34% | Q2 2020 | Q3 2023 | 14 |
Silverleafe Capital Partners, LLC | 14 | 14 | 0.10% | 0.19% | 0.32% | Q4 2018 | Q1 2022 | 14 |
Cordasco Financial Network | 14 | 14 | 0.08% | 0.59% | 1.82% | Q4 2013 | Q1 2017 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.08% | 0.22% | Q3 2014 | Q4 2023 | 14 |
Independent Portfolio Consultants, Inc. | 14 | 14 | 0.32% | 0.81% | 2.09% | Q1 2014 | Q2 2017 | 14 |
Patriot Financial Group Insurance Agency, LLC | 12 | 2 | 0.00% | 0.01% | 0.08% | Q3 2019 | Q3 2023 | 14 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2019 | 14 |
CVA Family Office, LLC | 13 | 1 | 0.00% | 0.05% | 0.36% | Q4 2019 | Q2 2023 | 14 |
Darwin Wealth Management, LLC | 9 | 1 | 0.03% | 0.18% | 0.45% | Q4 2016 | Q3 2023 | 13 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 13 | 13 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q1 2019 | 13 |
EAGLE GLOBAL ADVISORS LLC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
ALESCO ADVISORS LLC | 8 | 1 | 0.02% | 0.10% | 0.22% | Q4 2015 | Q3 2023 | 13 |
Horan Securities, Inc. | 6 | 3 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 13 |
PrairieView Partners, LLC | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2022 | 13 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.09% | 0.26% | Q1 2017 | Q3 2023 | 13 |
Betterment LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 13 | 13 | 0.04% | 0.63% | 3.71% | Q3 2020 | Q3 2023 | 13 |
Lido Advisors, LLC | 10 | 3 | 0.05% | 0.17% | 0.24% | Q1 2017 | Q2 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
MSI Financial Services Inc | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q4 2019 | 13 |
TODD ASSET MANAGEMENT LLC | 13 | 13 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q4 2016 | 13 |
STEPHENS INC /AR/ | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Townsend & Associates, Inc | 13 | 13 | 0.16% | 0.68% | 1.35% | Q4 2017 | Q4 2020 | 13 |
Bluefin Trading, LLC | 4 | 1 | 0.03% | 0.36% | 1.24% | Q2 2013 | Q4 2017 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.02% | 0.11% | 0.31% | Q4 2020 | Q3 2023 | 12 |
SYNOVUS FINANCIAL CORP | 7 | 2 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2021 | 12 |
Cerity Partners LLC | 12 | 12 | 0.00% | 0.31% | 0.61% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
S.A. Mason LLC | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.48% | 0.70% | 1.09% | Q4 2020 | Q3 2023 | 12 |
Procyon Advisors, LLC | 12 | 12 | 0.05% | 0.08% | 0.12% | Q1 2020 | Q4 2022 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 12 |
PFM Asset Management LLC | 12 | 12 | 0.00% | 2.53% | 6.95% | Q4 2018 | Q3 2021 | 12 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q2 2017 | 11 |
Cassia Capital Partners, LLC | 8 | 3 | 1.70% | 3.47% | 7.68% | Q4 2020 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q2 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 1.13% | 1.50% | 1.99% | Q1 2014 | Q1 2017 | 11 |
Integrated Investment Consultants, LLC | 11 | 11 | 2.22% | 3.42% | 5.35% | Q1 2021 | Q3 2023 | 11 |
BARCLAYS PLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.06% | 0.12% | Q1 2018 | Q3 2020 | 11 |
Stewardship Financial Advisors, LLC | 9 | 1 | 0.02% | 1.02% | 2.83% | Q4 2015 | Q4 2020 | 11 |
Foothills Asset Management, Ltd. | 11 | 11 | 0.28% | 2.31% | 4.10% | Q3 2017 | Q1 2020 | 11 |
Carmichael Hill & Associates, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
CNB Bank | 10 | 1 | 0.04% | 0.11% | 0.17% | Q1 2018 | Q3 2023 | 11 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 11 | 11 | 0.75% | 4.46% | 8.37% | Q2 2013 | Q4 2015 | 11 |
Strategic Investment Advisors / MI | 11 | 11 | 0.05% | 2.06% | 2.85% | Q4 2018 | Q2 2021 | 11 |
WFG Advisors, LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
EATON VANCE MANAGEMENT | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.73% | 1.57% | 2.20% | Q2 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 10 |
NTV ASSET MANAGEMENT LLC | 10 | 10 | 0.11% | 0.20% | 0.29% | Q2 2013 | Q3 2015 | 10 |
Aveo Capital Partners, LLC | 2 | 1 | 0.08% | 0.76% | 1.44% | Q3 2018 | Q3 2023 | 10 |
C M BIDWELL & ASSOCIATES LTD | 10 | 10 | 0.72% | 3.00% | 3.73% | Q2 2021 | Q3 2023 | 10 |
BB&T SECURITIES, LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2019 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
SANDERS MORRIS HARRIS LLC | 7 | 3 | 0.08% | 0.09% | 0.15% | Q1 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q1 2023 | 10 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 2.10% | 2.36% | 2.76% | Q2 2021 | Q3 2023 | 10 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.18% | 0.23% | 0.28% | Q3 2021 | Q3 2023 | 9 |
BRINKER CAPITAL INC | 9 | 9 | 0.20% | 0.32% | 0.58% | Q1 2018 | Q1 2020 | 9 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 9 |
WRAPMANAGER INC | 9 | 9 | 1.46% | 1.77% | 2.24% | Q4 2015 | Q4 2017 | 9 |
Sigma Planning Corp | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 9 |
PACIFIC FINANCIAL GROUP INC | 6 | 1 | 0.01% | 6.09% | 12.42% | Q2 2013 | Q2 2016 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
NATIONAL PLANNING CORP | 8 | 1 | 0.01% | 0.06% | 0.09% | Q4 2014 | Q1 2017 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
PIEDMONT INVESTMENT ADVISORS INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 9 |
WOLVERINE TRADING, LLC | 4 | 3 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q4 2020 | 9 |
GeoWealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FormulaFolio Investments, LLC | 8 | 8 | 2.18% | 4.89% | 7.72% | Q4 2014 | Q3 2016 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SouthState Corp | 8 | 8 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
SIMON QUICK ADVISORS, LLC | 8 | 8 | 0.01% | 0.05% | 0.22% | Q1 2017 | Q4 2018 | 8 |
Global Financial Private Capital, Inc | 8 | 8 | 0.26% | 0.57% | 0.95% | Q3 2018 | Q2 2020 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 0.36% | 0.79% | 1.15% | Q4 2021 | Q3 2023 | 8 |
DUBUQUE BANK & TRUST CO | 7 | 1 | 0.04% | 0.05% | 0.07% | Q4 2015 | Q2 2022 | 8 |
TELEMUS CAPITAL, LLC | 4 | 1 | 0.00% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.10% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Geneos Wealth Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2021 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.06% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 8 |
New Legacy Group, LLC | 8 | 8 | 0.23% | 1.95% | 2.80% | Q4 2021 | Q3 2023 | 8 |
Lehman & Derafelo Financial Resources LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Brown Advisory Securities, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q4 2018 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Parallel Advisors, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.75% | 1.85% | Q4 2021 | Q3 2023 | 8 |
True Link Financial Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q3 2022 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 1.04% | 1.54% | 2.26% | Q4 2021 | Q3 2023 | 8 |
Clearshares LLC | 4 | 4 | 1.32% | 2.35% | 3.92% | Q4 2019 | Q4 2021 | 8 |
LOWE BROCKENBROUGH & CO INC | 7 | 1 | 0.02% | 0.43% | 0.86% | Q3 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
BURNEY CO/ | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2018 | 7 |
First Financial Bank - Trust Division | 7 | 7 | 0.08% | 0.12% | 0.15% | Q2 2022 | Q4 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 7 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 7 |
StoneX Group Inc. | 7 | 7 | 0.06% | 0.12% | 0.21% | Q1 2020 | Q3 2021 | 7 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 7 | 7 | 0.40% | 0.46% | 0.49% | Q4 2017 | Q2 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.04% | 0.08% | 0.15% | Q1 2021 | Q4 2022 | 7 |
Prime Capital Investment Advisors, LLC | 7 | 7 | 0.01% | 0.31% | 0.57% | Q3 2019 | Q1 2021 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.14% | 0.21% | 0.29% | Q4 2021 | Q2 2023 | 7 |
InTrack Investment Management Inc | 7 | 7 | 3.27% | 4.34% | 5.27% | Q2 2022 | Q4 2023 | 7 |
Blueprint Investment Partners LLC | 7 | 7 | 0.13% | 0.63% | 0.78% | Q4 2021 | Q2 2023 | 7 |
HL FINANCIAL SERVICES LLC | 5 | 2 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q1 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q3 2016 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 7 | 0.14% | 0.25% | 0.66% | Q4 2021 | Q2 2023 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.50% | 0.55% | 0.65% | Q2 2013 | Q4 2014 | 7 |
LCNB CORP | 7 | 7 | 0.11% | 0.35% | 0.47% | Q1 2022 | Q3 2023 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
MONTAG & CALDWELL, LLC | 7 | 7 | 0.02% | 0.17% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Global Endowment Management, LP | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Regal Investment Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q4 2020 | 7 |
ARGENT TRUST COMPANY, N.A. | 7 | 7 | 0.20% | 0.38% | 0.46% | Q3 2013 | Q1 2015 | 7 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q2 2023 | 7 |
Ziegler Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 7 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.06% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Maxim Capital Management LLC | 7 | 7 | 16.44% | 18.48% | 20.99% | Q4 2018 | Q2 2020 | 7 |
AJ WEALTH STRATEGIES, LLC | 7 | 7 | 0.14% | 0.22% | 0.34% | Q1 2017 | Q3 2018 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q4 2014 | 7 |
AGF INVESTMENTS INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
COUNTRY CLUB BANK /GFN | 6 | 6 | 0.81% | 1.37% | 1.78% | Q2 2022 | Q3 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.07% | 0.35% | Q3 2015 | Q4 2020 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
MONEY CONCEPTS CAPITAL CORP | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 6 |
BTR CAPITAL MANAGEMENT INC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2022 | 6 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 6 | 6 | 0.11% | 0.16% | 0.18% | Q3 2017 | Q4 2018 | 6 |
CAPSTONE ASSET MANAGEMENT CO | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.39% | 2.26% | Q3 2020 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Management LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Windsor Wealth Management, Inc. | 6 | 6 | 0.58% | 0.96% | 1.30% | Q3 2019 | Q4 2020 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.06% | 0.29% | Q4 2016 | Q3 2023 | 6 |
TD Ameritrade Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Royal Fund Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
GREAT LAKES ADVISORS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Winfield Associates, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q1 2015 | 6 |
Beacon Pointe Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
TRUST CO OF VERMONT | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 6 |
Hanson & Doremus Investment Management | 3 | 3 | 0.04% | 0.04% | 0.06% | Q4 2016 | Q2 2018 | 6 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 6 |
Madison Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Rain Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HighTower Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 6 |
Jordan Park Group LLC | 6 | 6 | 0.80% | 0.93% | 1.11% | Q1 2019 | Q2 2020 | 6 |
Partnervest Advisory Services LLC | 6 | 6 | 0.61% | 0.85% | 1.16% | Q3 2014 | Q4 2015 | 6 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 6 |
Atlantic Union Bankshares Corp | 6 | 6 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q1 2022 | 6 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 6 |
COMERICA SECURITIES,INC. | 6 | 6 | 0.10% | 0.20% | 0.28% | Q1 2019 | Q2 2020 | 6 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Independence Wealth Advisors, Inc. | 3 | 2 | 2.92% | 3.56% | 4.69% | Q4 2017 | Q1 2020 | 5 |
Beaumont Capital Management, LLC | 2 | 1 | 0.32% | 0.96% | 3.12% | Q1 2021 | Q3 2023 | 5 |
Kingsview Wealth Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
EPG Wealth Management LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2019 | 5 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.04% | 0.09% | 0.18% | Q2 2017 | Q3 2023 | 5 |
VESTOR CAPITAL, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2017 | 5 |
BENJAMIN EDWARDS INC | 5 | 5 | 2.61% | 4.42% | 5.60% | Q1 2019 | Q1 2020 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Braun-Bostich & Associates Inc. | 5 | 5 | 0.94% | 8.28% | 16.40% | Q4 2019 | Q4 2020 | 5 |
WealthOne, LLC | 2 | 1 | 0.01% | 0.22% | 0.58% | Q4 2018 | Q2 2023 | 5 |
AE Wealth Management LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2020 | 5 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q2 2019 | 5 |
Simplicity Solutions, LLC | 3 | 2 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2020 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Essex Savings Bank | 3 | 1 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q4 2022 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.69% | 1.37% | 2.13% | Q4 2018 | Q3 2019 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q3 2019 | 4 |
OARSMAN CAPITAL, INC. | 4 | 4 | 1.10% | 1.55% | 2.16% | Q4 2022 | Q3 2023 | 4 |
REGENTATLANTIC CAPITAL LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q4 2017 | 4 |
Community Bank, N.A. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Axiom Investment Management LLC | 4 | 4 | 0.01% | 0.09% | 0.16% | Q4 2018 | Q3 2019 | 4 |
Cornerstone Wealth Group, LLC | 4 | 4 | 0.76% | 0.82% | 0.89% | Q1 2019 | Q4 2019 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.14% | 0.16% | 0.19% | Q2 2015 | Q1 2016 | 4 |
Stearns Financial Services Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
Stone Toro Investment Advisers, LP | 4 | 4 | 0.60% | 0.79% | 1.15% | Q2 2013 | Q1 2014 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Biltmore Family Office, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 4 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2018 | 4 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.11% | 0.42% | Q4 2014 | Q3 2018 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 1.15% | 1.39% | 1.74% | Q4 2018 | Q3 2019 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Management Group | 4 | 4 | 0.23% | 1.23% | 1.65% | Q1 2017 | Q4 2017 | 4 |
TCF National Bank | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q2 2020 | 4 |
MJP ASSOCIATES INC /ADV | 4 | 4 | 1.09% | 1.22% | 1.40% | Q4 2020 | Q3 2021 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 4 |
CURIAN CAPITAL LLC | 4 | 4 | 1.01% | 1.11% | 1.18% | Q2 2013 | Q1 2014 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.60% | 0.86% | 1.00% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q2 2019 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 11.83% | 19.06% | 23.14% | Q4 2022 | Q3 2023 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 34.89% | 37.99% | 40.82% | Q4 2022 | Q3 2023 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.51% | 0.61% | 0.74% | Q4 2022 | Q3 2023 | 4 |
NBT BANK N A /NY | 4 | 4 | 0.04% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
West Coast Financial LLC | 4 | 4 | 0.44% | 0.59% | 0.74% | Q1 2015 | Q4 2015 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.93% | 1.05% | 1.24% | Q4 2022 | Q3 2023 | 4 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 3 | 0.13% | 0.25% | 0.32% | Q1 2014 | Q3 2014 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.10% | 0.34% | 0.52% | Q1 2023 | Q3 2023 | 3 |
MILES CAPITAL, INC. | 3 | 3 | 0.39% | 0.39% | 0.40% | Q2 2019 | Q4 2019 | 3 |
OXFORD FINANCIAL GROUP, LTD. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Hall Kathryn A. | 3 | 3 | 1.16% | 1.51% | 1.95% | Q4 2014 | Q2 2015 | 3 |
PEAPACK GLADSTONE FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Prospera Financial Services Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Csenge Advisory Group | 2 | 1 | 0.07% | 0.13% | 0.22% | Q1 2020 | Q3 2023 | 3 |
SEGALL BRYANT & HAMILL, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Miracle Mile Advisors, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q3 2016 | 3 |
N.E.W. Advisory Services LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2020 | 3 |
Mendel Capital Management LLC | 3 | 3 | 0.18% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.27% | 0.33% | 0.38% | Q2 2022 | Q4 2022 | 3 |
Crabel Capital Management, LLC | 2 | 1 | 0.08% | 0.37% | 0.75% | Q3 2020 | Q1 2023 | 3 |
TRUEWEALTH LLC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q2 2020 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ascent Group, LLC | 2 | 1 | 0.08% | 0.19% | 0.27% | Q4 2021 | Q3 2023 | 3 |
FineMark National Bank & Trust | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2020 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.82% | 1.46% | 2.19% | Q4 2021 | Q2 2022 | 3 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q4 2019 | 3 |
Renasant Bank | 2 | 1 | 0.25% | 0.65% | 0.85% | Q4 2022 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2019 | Q1 2020 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.69% | 0.80% | 1.03% | Q1 2019 | Q3 2019 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2020 | 3 |
Anfield Capital Management, LLC | 3 | 3 | 0.36% | 1.94% | 4.95% | Q4 2019 | Q2 2020 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
MID CONTINENT CAPITAL LLC/IL | 3 | 3 | 0.04% | 0.14% | 0.20% | Q2 2013 | Q4 2013 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.10% | 0.12% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
BRYN MAWR TRUST Co | 3 | 3 | 0.07% | 0.10% | 0.13% | Q2 2022 | Q4 2022 | 3 |
Sabal Trust CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 2 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.51% | 0.79% | Q4 2016 | Q4 2018 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CYPRESS CAPITAL MANAGEMENT LLC | 2 | 2 | 1.37% | 1.51% | 1.65% | Q2 2022 | Q3 2022 | 2 |
BTC Capital Management, Inc. | 1 | 1 | 0.22% | 0.37% | 0.51% | Q2 2022 | Q4 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Certified Advisory Corp | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Clarius Group, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 3.92% | 3.96% | 4.01% | Q3 2015 | Q4 2015 | 2 |
CONNING INC. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2018 | Q2 2018 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.25% | 0.30% | 0.36% | Q4 2018 | Q1 2019 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
LVZ, Inc. | 2 | 2 | 6.60% | 6.63% | 6.67% | Q1 2016 | Q2 2016 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 2 |
Rotella Capital Management, Inc. | 2 | 2 | 0.84% | 1.69% | 2.53% | Q3 2013 | Q4 2013 | 2 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q1 2015 | 2 |
Windsor Capital Management, LLC | 1 | 1 | 0.08% | 0.18% | 0.29% | Q3 2013 | Q3 2016 | 2 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2019 | 2 |
Rice Partnership, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Knuff & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2015 | Q4 2015 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q2 2017 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
CIM INVESTMENT MANAGEMENT INC | 2 | 2 | 0.08% | 0.14% | 0.20% | Q1 2021 | Q2 2021 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Daniels&Tansey,LLP | 2 | 2 | 0.12% | 3.05% | 5.97% | Q3 2020 | Q4 2020 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q4 2020 | 2 |
Hefty Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 3.82% | 4.08% | 4.34% | Q2 2023 | Q3 2023 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.83% | 0.87% | 0.92% | Q2 2013 | Q3 2013 | 2 |
Beaumont Financial Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.56% | 0.67% | 0.77% | Q4 2019 | Q1 2020 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
MCF Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q2 2016 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Wiser Wealth Management, Inc | 1 | 1 | 0.12% | 0.20% | 0.28% | Q2 2022 | Q4 2022 | 2 |
Lourd Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
HNP Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Wall Capital Group, Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2018 | Q4 2018 | 1 |
Park Place Capital Corp | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Field & Main Bank | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Highwater Wealth Management, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2019 | Q3 2019 | 1 |
TIAA Kaspick, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2020 | Q2 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2021 | Q2 2021 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ROGCO, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Reliant Wealth Planning | 1 | 1 | 12.18% | 12.18% | 12.18% | Q1 2020 | Q1 2020 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2013 | Q2 2013 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2019 | Q2 2019 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
New World Advisors LLC | 1 | 1 | 4.40% | 4.40% | 4.40% | Q4 2022 | Q4 2022 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2020 | Q1 2020 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Peak Financial Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Atwater Malick LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2015 | Q1 2015 | 1 |
EASTERN BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Fiera Capital Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
Archer Investment Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
C-J Advisory, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 3.12% | 3.12% | 3.12% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Orgel Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
Advisor OS, LLC | 1 | 1 | 7.87% | 7.87% | 7.87% | Q2 2020 | Q2 2020 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.